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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Buttonwood Financial Group
Missouri
$4.65M -$1.07M -27,989 -19%
HWM
127
Hobbs Wealth Management
Indiana
$4.65M +$11.9K +312 +0.3%
CAL
128
Capital Analysts LLC
Pennsylvania
$4.63M +$28.5K +745 +0.6%
WWA
129
WCG Wealth Advisors
Nevada
$4.59M +$4.55M +119,067 New
IFG
130
Independent Financial Group
California
$4.52M +$1.81M +47,379 +68%
OP
131
ORG Partners
Indiana
$4.49M -$966K -25,241 -18%
SWM
132
SigFig Wealth Management
California
$4.49M +$121K +3,171 +3%
KCM
133
KM Capital Management
Texas
$4.37M -$1.18M -30,844 -21%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$4.31M +$655K +17,119 +18%
CIA
135
Concurrent Investment Advisors
Florida
$4.29M +$2.38M +62,324 +127%
USCWA
136
U.S. Capital Wealth Advisors
Texas
$4.27M -$472K -12,333 -10%
SIM
137
Synergy Investment Management
Florida
$4.23M +$553K +14,443 +15%
TPWA
138
Twin Peaks Wealth Advisors
California
$4.14M +$650K +16,989 +19%
TVM
139
True Vision MN
Minnesota
$4.13M +$33.2K +867 +0.8%
SF
140
SWP Financial
California
$4.06M -$52.9K -1,383 -1%
KWM
141
Keebeck Wealth Management
Illinois
$4.05M +$241K +6,299 +6%
MCM
142
M1 Capital Management
Michigan
$4.04M +$182K +4,754 +5%
TC
143
Town Capital
Maryland
$4.02M +$3.99M +104,347 New
EFG
144
Ehrlich Financial Group
California
$4.01M +$350K +9,162 +10%
FFN
145
Focus Financial Network
Minnesota
$3.88M +$74.3K +1,941 +2%
DF
146
Daviman Financial
Indiana
$3.84M +$3.81M +99,519 New
MW
147
Maia Wealth
Colorado
$3.82M -$734K -19,188 -16%
CWAI
148
Core Wealth Advisors (Indiana)
Indiana
$3.8M +$3.77M +98,517 New
AIM
149
Advyzon Investment Management
Illinois
$3.76M +$3.29M +86,069 +744%
OWCM
150
One Wealth Capital Management
Arizona
$3.71M +$62.5K +1,634 +2%