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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Ascent Group
Virginia
$25.2M +$21.4M +650,695 +1,123%
MC
27
McMorgan & Co
California
$20.7M -$240K -7,297 -1%
Truist Financial
28
Truist Financial
North Carolina
$20M +$17.6M +533,284 +1,890%
GA
29
Goldstein Advisors
Wisconsin
$19.4M +$18M +546,505 New
Osaic Holdings
30
Osaic Holdings
Arizona
$19.4M +$15.4M +466,303 +588%
AI
31
Atria Investments
North Carolina
$19.4M +$16.6M +503,580 +1,234%
CW
32
CreativeOne Wealth
Kansas
$19.2M +$17.2M +522,511 +2,866%
IWA
33
Icon Wealth Advisors
Texas
$18.4M +$13.9M +422,280 +444%
SA
34
Scarborough Advisors
Maryland
$17.1M +$5.23M +158,733 +49%
MPW
35
MA Private Wealth
California
$16.5M +$14.8M +450,702 +3,212%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$16.1M +$14M +424,474 +1,557%
SHJ
37
Sharkey, Howes & Javer
Colorado
$15.9M +$12.5M +379,664 +560%
US Bancorp
38
US Bancorp
Minnesota
$15.7M +$14.5M +441,726 New
PCA
39
Prosperity Capital Advisors
Ohio
$15.1M +$14M +424,273 New
BFG
40
Buttonwood Financial Group
Missouri
$13.6M +$7.94M +240,968 +170%
WWG
41
West Wealth Group
California
$13.5M +$8.95M +271,931 +270%
SW
42
SteelPeak Wealth
California
$13.5M +$12.5M +378,627 New
SHIM
43
Stone House Investment Management
Pennsylvania
$13.3M +$11.4M +345,512 +1,213%
CIAS
44
CFS Investment Advisory Services
New Jersey
$13.2M +$10.2M +308,960 +491%
Mariner
45
Mariner
Kansas
$12.9M +$8.1M +245,825 +209%
SFP
46
Shepherd Financial Partners
Massachusetts
$12M +$11.1M +338,479 New
BCI
47
Brinker Capital Investments
Pennsylvania
$11.9M +$9.6M +291,447 +689%
AAS
48
Avantax Advisory Services
Texas
$11.8M +$9.61M +291,698 +731%
HGWM
49
Horst & Graben Wealth Management
Oregon
$11.8M +$8.61M +261,581 +377%
SFS
50
Security Financial Services
Indiana
$11.7M +$6.08M +184,716 +128%