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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$7.78M +$922K +24,187 +13%
RIA
102
Regal Investment Advisors
Michigan
$7.69M +$787K +20,638 +11%
VT
103
Vise Technologies
New York
$7.62M – – –
SL
104
Sentinus LLC
Illinois
$7.55M +$862K +22,616 +12%
KPWS
105
Kestra Private Wealth Services
Texas
$7.35M +$603K +15,819 +8%
MWM
106
Modern Wealth Management
Kansas
$7.33M +$2.61M +68,507 +52%
AssetMark Inc
107
AssetMark Inc
California
$7.11M +$778K +20,425 +12%
BTI
108
Blue Trust Inc
Georgia
$7.04M +$228K +5,982 +3%
CIA
109
Concurrent Investment Advisors
Florida
$6.96M +$3.09M +80,953 +73%
CA
110
Claro Advisors
Massachusetts
$6.91M +$208K +5,458 +3%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$6.61M +$3.58M +94,013 +106%
SPIA
112
Steward Partners Investment Advisory
New York
$6.4M +$462K +12,129 +7%
TWM
113
TSA Wealth Management
Texas
$6.4M +$249K +6,521 +4%
AWM
114
Apollon Wealth Management
South Carolina
$6.33M +$386K +10,121 +6%
I
115
INVST
Indiana
$6.1M -$187K -4,900 -3%
AIM
116
Advyzon Investment Management
Illinois
$6.09M +$2.68M +70,379 +72%
AIM
117
Archer Investment Management
Texas
$6.04M +$4.66M +122,346 +275%
BHWM
118
Bay Harbor Wealth Management
Maryland
$5.97M +$244K +6,393 +4%
WP
119
WealthShield Partners
North Carolina
$5.95M +$243K +6,383 +4%
WIA
120
World Investment Advisors
California
$5.52M +$184K +4,822 +3%
PIA
121
Perennial Investment Advisors
California
$5.5M +$285K +7,486 +5%
QPWM
122
Quadrant Private Wealth Management
Pennsylvania
$5.48M +$404K +10,602 +8%
BWM
123
BCGM Wealth Management
Indiana
$5.44M +$193K +5,067 +3%
SCA
124
Snowden Capital Advisors
New York
$5.39M +$60.6K +1,589 +1%
UBS Group
125
UBS Group
Switzerland
$5.16M +$1.94M +51,032 +56%