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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
226
Insight 2811 Inc
Illinois
$424K -$154K -1,122 -27%
AAS
227
Avantax Advisory Services
Texas
$424K +$412K +3,009 New
CPO
228
Cerity Partners OCIO
New York
$423K +$410K +2,994 New
MCC
229
Money Concepts Capital
Florida
$415K +$118K +861 +41%
DC
230
Davenport & Co
Virginia
$414K +$14.4K +105 +4%
PIMG
231
Patriot Investment Management Group
Tennessee
$409K +$16.4K +120 +4%
EWA
232
Exencial Wealth Advisors
Oklahoma
$408K -$25.4K -186 -6%
AI
233
Accredited Investors
Minnesota
$404K +$4.11K +30 +1%
QT
234
Quantbot Technologies
New York
$404K +$185K +1,353 +89%
IWM
235
IHT Wealth Management
Illinois
$400K +$13.1K +96 +4%
PA
236
PSI Advisors
Florida
$398K +$386K +2,823 New
JPLA
237
Joseph P. Lucia & Associates
New York
$397K +$20.5K +150 +6%
KP
238
Keel Point
Alabama
$385K -$260K -1,899 -41%
EVM
239
Eaton Vance Management
Massachusetts
$382K – – –
GIA
240
Gladstone Institutional Advisory
Florida
$380K -$2.05K -15 -0.6%
BCA
241
Bay Colony Advisors
Massachusetts
$370K +$32K +234 +10%
CA
242
Continuum Advisory
Idaho
$363K +$52.5K +384 +19%
JWCA
243
J.W. Cole Advisors
Florida
$361K -$25.4K -186 -7%
PCM
244
Princeton Capital Management
New Jersey
$348K +$2.46K +18 +0.7%
NFG
245
Next Financial Group
Texas
$346K -$9.85K -72 -3%
NEGWA
246
New England Guild Wealth Advisors
Connecticut
$339K – – –
SG
247
StoneX Group
New York
$339K +$8.62K +63 +3%
PMG
248
ProVise Management Group
Florida
$338K +$2.46K +18 +0.8%
IA
249
IFP Advisors
Florida
$334K -$23.4K -171 -7%
DIM
250
Delta Investment Management
California
$327K +$410 +3 +0.1%
8 9
10
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