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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
351
Gallagher Fiduciary Advisors
Illinois
$303K +$12.6K +84 +5%
FRA
352
Front Row Advisors
California
$301K – – –
RCM
353
RB Capital Management
Nevada
$298K -$24.7K -165 -9%
KIA
354
KCM Investment Advisors
California
$298K +$7.2K +48 +3%
PCFFS
355
Pacific Center for Financial Services
California
$295K +$68.8K +459 +36%
CCM
356
Coldstream Capital Management
Washington
$290K +$7.2K +48 +3%
ACI
357
Alpha Cubed Investments
California
$289K -$164K -1,092 -39%
BCM
358
Basso Capital Management
Connecticut
$285K – – –
BFA
359
Buttonwood Financial Advisors
Maryland
$285K – – –
WLIM
360
White Lighthouse Investment Management
Massachusetts
$285K +$252K +1,683 New
BAM
361
Belpointe Asset Management
Nevada
$283K -$106K -708 -30%
FFN
362
Focus Financial Network
Minnesota
$282K +$250K +1,668 New
PA
363
Procyon Advisors
Connecticut
$281K -$18.9K -126 -7%
CFGS
364
Concourse Financial Group Securities
Alabama
$281K +$12.6K +84 +5%
BPC
365
Banque Pictet & Cie
Switzerland
$279K – – –
HH
366
Hilltop Holdings
Texas
$276K +$2.25K +15 +0.9%
KWM
367
Keebeck Wealth Management
Illinois
$274K – – –
MCWS
368
McKinley Carter Wealth Services
West Virginia
$274K +$450 +3 +0.2%
AIFAIM
369
American Institute for Advanced Investment Management
Arizona
$272K +$38.2K +255 +19%
TCA
370
Transcend Capital Advisors
New Jersey
$270K +$240K +1,599 New
FFS
371
Founders Financial Securities
Maryland
$270K +$240K +1,599 New
CG
372
Caprock Group
Idaho
$270K -$103K -690 -30%
AWM
373
Avaii Wealth Management
Wisconsin
$269K -$9.9K -66 -4%
WIP
374
WealthCare Investment Partners
Rhode Island
$268K +$241K +1,605 New
PGFC
375
Peapack-Gladstone Financial Corp
New Jersey
$264K – – –
13 14
15
16 17