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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
51
High Falls Advisors
New York
$11.7M +$10.1M +306,970 +1,399%
IWM
52
IHT Wealth Management
Illinois
$10.5M +$9.71M +294,784 New
OWA
53
One Wealth Advisors
California
$9.98M +$7.35M +223,294 +390%
SFO
54
Stokes Family Office
Louisiana
$9.91M +$9.17M +278,434 New
EL
55
EWA LLC
Pennsylvania
$9.83M +$9.1M +276,365 New
KFS
56
Kelly Financial Services
Massachusetts
$9.68M +$6.96M +211,380 +349%
EL
57
EQ LLC
Washington
$9.59M +$8.87M +269,431 New
PWA
58
Physician Wealth Advisors
Utah
$9.54M +$8.83M +268,198 New
WA
59
Wealth Alliance
New York
$9.52M +$7.63M +231,679 +647%
SB
60
Strategic Blueprint
Georgia
$8.99M +$7.54M +228,988 +966%
AWS
61
Atria Wealth Solutions
New York
$8.93M +$6.79M +206,182 +460%
IA
62
Integrity Alliance
Iowa
$8.6M +$7.96M +241,710 New
KFSC
63
Keystone Financial Services (Colorado)
Colorado
$8.53M +$7.9M +239,843 New
BTI
64
Blue Trust Inc
Georgia
$8.5M +$7.87M +238,923 New
PWM
65
Perigon Wealth Management
California
$7.97M +$6.69M +203,239 +974%
PFG
66
PAX Financial Group
Texas
$7.87M +$7.28M +221,113 New
OAP
67
One Advisory Partners
Kansas
$7.67M +$6.39M +194,146 +1,063%
TF
68
Trek Financial
Arizona
$7.61M +$6.13M +186,218 +676%
SWP
69
Stratos Wealth Partners
Ohio
$7.6M +$7.03M +213,618 New
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$7.12M +$6.59M +200,164 New
EH
71
Equitable Holdings
New York
$7.03M +$6.51M +197,681 New
KG
72
Kilter Group
New York
$7.02M +$6.5M +197,367 New
TWP
73
Triad Wealth Partners
Kansas
$7.01M +$6.49M +197,135 New
SWP
74
ShoreHaven Wealth Partners
New Jersey
$6.91M +$320K +9,728 +5%
CWS
75
Cypress Wealth Services
California
$6.76M +$6.26M +189,973 New