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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
251
Monetary Management Group
Missouri
$334K – – –
AIC
252
Ameritas Investment Company
Nebraska
$328K +$189K +1,242 +129%
BHWM
253
Bay Harbor Wealth Management
Maryland
$317K – – –
RCM
254
RB Capital Management
Nevada
$305K – – –
MSR
255
Main Street Research
Connecticut
$301K -$16K -105 -5%
MA
256
Mutual Advisors
Nebraska
$301K +$78.9K +519 +34%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$299K -$16.9K -111 -5%
GW
258
GW & Wade
Massachusetts
$293K +$10.5K +69 +4%
HH
259
Hilltop Holdings
Texas
$293K +$22.8K +150 +8%
DS
260
DRW Securities
Illinois
$289K +$296K +1,947 New
CMO
261
Covenant Multifamily Offices
Texas
$288K – – –
PMG
262
ProVise Management Group
Florida
$286K +$15K +99 +5%
BA
263
Bristlecone Advisors
Washington
$285K – – –
SWM
264
Selective Wealth Management
Virginia
$279K +$217K +1,425 +317%
SG
265
StoneX Group
New York
$275K -$13.7K -90 -5%
CIC
266
Carnegie Investment Counsel
Ohio
$272K – – –
MOS
267
MGO One Seven
Ohio
$271K -$40.1K -264 -13%
EWM
268
Executive Wealth Management
Michigan
$267K +$456 +3 +0.2%
DA
269
DCM Advisors
New York
$265K -$2.74K -18 -1%
PCM
270
Princeton Capital Management
New Jersey
$263K -$35.6K -234 -12%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$261K +$267K +1,758 New
ACM
272
AlphaStar Capital Management
North Carolina
$260K +$254K +1,668 New
NEPPG
273
New England Professional Planning Group
Rhode Island
$259K – – –
FA
274
Fermata Advisors
California
$259K +$265K +1,743 New
IWP
275
Icon Wealth Partners
Texas
$252K – – –
9 10
11
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