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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
301
Principle Wealth Partners
Connecticut
$1.05M +$459 +2 +0%
WRPWM
302
Werba Rubin Papier Wealth Management
California
$1.05M -$253K -1,100 -19%
PS
303
Principal Securities
Iowa
$1.05M -$705K -3,071 -40%
AF
304
Allworth Financial
California
$1.05M -$18.6K -81 -2%
AWM
305
AE Wealth Management
Kansas
$1.04M +$327K +1,423 +46%
SWA
306
Stratos Wealth Advisors
Ohio
$1.04M -$85K -370 -8%
PCFFS
307
Pacific Center for Financial Services
California
$1.03M +$185K +807 +22%
TI
308
Trexquant Investment
Connecticut
$1.02M +$114K +495 +13%
PWM
309
Perigon Wealth Management
California
$997K +$196K +854 +25%
PCMH
310
Polymer Capital Management (HK)
Hong Kong
$992K +$276K +1,203 +39%
AFS
311
AFG Fiduciary Services
Massachusetts
$981K -$9.19K -40 -1%
AWM
312
Activest Wealth Management
Florida
$973K +$405K +1,762 +72%
SAI
313
Savvy Advisors Inc
New York
$972K +$703K +3,060 +265%
FMP
314
Financial Management Professionals
Texas
$962K +$77.2K +336 +9%
EWM
315
Empirical Wealth Management
Washington
$955K -$25.3K -110 -3%
FHA
316
First Horizon Advisors
Tennessee
$955K -$15.4K -67 -2%
MMG
317
Monetary Management Group
Missouri
$955K -$68.9K -300 -7%
SWP
318
Strategic Wealth Partners
Ohio
$942K +$625K +2,722 +200%
IWN
319
Independent Wealth Network
Iowa
$941K +$167K +729 +22%
TF
320
Tudor Financial
Ohio
$919K +$916K +3,987 New
WIP
321
WealthCare Investment Partners
Rhode Island
$914K +$84.8K +369 +10%
ET
322
Equitable Trust
Tennessee
$908K – – –
BCP
323
Blue Chip Partners
Michigan
$905K -$55.4K -241 -6%
CIAS
324
Capital Investment Advisory Services
North Carolina
$899K +$40.2K +175 +5%
PF
325
Phoenix Financial
Israel
$882K -$20.4K -89 -2%
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13
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