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THRO

iShares U.S. Thematic Rotation Active ETF
THRO

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124M +$131M +3,906,729 New
JP Morgan Chase
2
JP Morgan Chase
New York
$93M +$98.7M +2,934,864 New
LPL Financial
3
LPL Financial
California
$54.2M +$57.5M +1,709,073 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$22.3M +$23.6M +702,818 New
MC
5
McMorgan & Co
California
$18.7M +$19.9M +590,440 New
AWMS
6
Advocacy Wealth Management Services
Georgia
$16.5M +$17.5M +520,970 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$13.7M +$14.5M +431,405 New
MML Investors Services
8
MML Investors Services
Massachusetts
$12.9M +$13.6M +405,725 New
SA
9
Scarborough Advisors
Maryland
$10.2M +$10.9M +322,624 New
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$9.13M +$9.69M +288,160 New
SA
11
Sanctuary Advisors
Indiana
$7.71M +$8.19M +243,330 New
NA
12
NewEdge Advisors
Louisiana
$7.44M +$7.89M +234,645 New
Morgan Stanley
13
Morgan Stanley
New York
$6.8M +$7.22M +214,705 +21,470,500%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.11M +$6.48M +192,720 New
AWM
15
AE Wealth Management
Kansas
$5.97M +$6.34M +188,408 New
SWP
16
ShoreHaven Wealth Partners
New Jersey
$5.85M +$6.2M +184,451 New
FIA
17
Foundations Investment Advisors
Arizona
$5.7M +$6.06M +180,022 New
KCM
18
KM Capital Management
Texas
$5.51M +$5.85M +173,837 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.66M +$4.95M +147,185 New
SFS
20
Security Financial Services
Indiana
$4.57M +$4.85M +144,268 New
BFG
21
Buttonwood Financial Group
Missouri
$4.29M +$4.76M +141,544 New
AssetMark Inc
22
AssetMark Inc
California
$4.06M +$4.31M +128,112 New
BlackRock
23
BlackRock
New York
$3.89M +$97.4K +2,896 +2%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$3.88M +$4.12M +122,424 New
Mariner
25
Mariner
Kansas
$3.73M +$3.96M +117,602 New
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