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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
276
Monetary Management Group
Missouri
$338K – – –
RIA
277
Regal Investment Advisors
Michigan
$336K -$30.3K -261 -8%
JWCA
278
J.W. Cole Advisors
Florida
$336K -$22.3K -192 -6%
PWAC
279
Private Wealth Advisors (California)
California
$335K -$1.45M -12,489 -81%
IAS
280
Insigneo Advisory Services
Florida
$334K +$334K +2,877 New
SW
281
SVB Wealth
Massachusetts
$325K +$46K +396 +16%
CCWM
282
Cassaday & Co Wealth Management
Virginia
$317K +$318K +2,736 New
FFP
283
FourThought Financial Partners
Florida
$314K +$315K +2,709 New
AI
284
Accredited Investors
Minnesota
$314K +$2.79K +24 +0.9%
IWM
285
IHT Wealth Management
Illinois
$312K -$50.8K -438 -14%
JC
286
JB Capital
Connecticut
$310K +$310K +2,670 New
KP
287
Keel Point
Alabama
$304K +$54.7K +471 +22%
HWMA
288
Heritage Wealth Management (Arizona)
Arizona
$303K +$135K +1,167 +81%
NFC
289
Northeast Financial Consultants
Connecticut
$302K -$637K -5,490 -68%
W
290
WealthOne
New York
$296K +$296K +2,553 New
YDMI
291
Y.D. More Investments
Israel
$283K +$284K +2,442 New
LPAM
292
Lodestar Private Asset Management
California
$283K +$283K +2,436 New
OFS
293
OneAscent Financial Services
Alabama
$281K +$281K +2,421 New
TI
294
Truepoint Inc
Ohio
$279K +$279K +2,403 New
PAMS
295
Pictet Asset Management (Switzerland)
Switzerland
$275K – – –
SXL
296
Summit X LLC
Missouri
$268K – – –
NL
297
NWAM LLC
Washington
$266K +$266K +2,292 New
RIA
298
Realta Investment Advisors
Delaware
$264K -$4.88K -42 -2%
SFM
299
Signet Financial Management
New Jersey
$263K +$33.1K +285 +14%
MOS
300
MGO One Seven
Ohio
$262K +$262K +2,256 New
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