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THRO

iShares U.S. Thematic Rotation Active ETF
THRO

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
51
Horst & Graben Wealth Management
Oregon
$13.8M +$1.19M +32,495 +10%
SFP
52
Shepherd Financial Partners
Massachusetts
$13M +$184K +5,034 +1%
SFS
53
Security Financial Services
Indiana
$12.9M +$404K +11,023 +3%
EL
54
EQ LLC
Washington
$12.7M +$2.42M +66,061 +25%
BCI
55
Brinker Capital Investments
Pennsylvania
$12.6M -$13K -356 -0.1%
HFA
56
High Falls Advisors
New York
$12.5M +$9.3K +254 +0.1%
KW
57
KWB Wealth
California
$11.8M +$12.2M +332,587 New
PWM
58
Perigon Wealth Management
California
$11.8M +$3.22M +88,045 +39%
OWA
59
One Wealth Advisors
California
$11.4M +$742K +20,262 +7%
IA
60
Integrity Alliance
Iowa
$10.9M +$1.71M +46,574 +19%
EL
61
EWA LLC
Pennsylvania
$10.8M +$342K +9,331 +3%
PWA
62
Physician Wealth Advisors
Utah
$10.7M +$498K +13,592 +5%
KFS
63
Kelly Financial Services
Massachusetts
$10.7M +$344K +9,387 +3%
WA
64
Wealth Alliance
New York
$10.5M +$339K +9,273 +3%
SB
65
Strategic Blueprint
Georgia
$10.4M +$774K +21,137 +8%
SFO
66
Stokes Family Office
Louisiana
$9.85M -$669K -18,272 -7%
FFA
67
Farther Finance Advisors
California
$9.75M +$2.7M +73,658 +40%
TWP
68
Triad Wealth Partners
Kansas
$9.73M +$2.19M +59,754 +30%
MOS
69
MGO One Seven
Ohio
$9.47M +$7.04M +192,428 +334%
KFSC
70
Keystone Financial Services (Colorado)
Colorado
$9.4M +$308K +8,423 +4%
PFG
71
PAX Financial Group
Texas
$9.26M +$855K +23,349 +11%
TF
72
Trek Financial
Arizona
$8.78M +$665K +18,152 +8%
SWP
73
Stratos Wealth Partners
Ohio
$8.74M +$627K +17,119 +8%
PAG
74
Private Advisor Group
New Jersey
$8.33M +$2.39M +65,379 +42%
OAP
75
One Advisory Partners
Kansas
$8.23M +$242K +6,612 +3%
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