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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
401
Arrowroot Family Office
California
$538K +$452K +2,255 New
BHWM
402
Bay Harbor Wealth Management
Maryland
$538K – – –
CAG
403
Crestwood Advisors Group
Massachusetts
$535K +$449K +2,242 New
HWM
404
HB Wealth Management
Georgia
$522K -$107K -533 -20%
PWAC
405
Private Wealth Advisors (California)
California
$519K +$200 +1 +0%
NWMG
406
National Wealth Management Group
Ohio
$518K +$5.21K +26 +1%
MWP
407
Madison Wealth Partners
Wisconsin
$517K +$5.01K +25 +1%
BWP
408
Balboa Wealth Partners
Arizona
$508K +$426K +2,128 New
CFCI
409
Comprehensive Financial Consultants Institutional
Indiana
$506K +$81.2K +405 +24%
WAM
410
WFA Asset Management
Wisconsin
$505K +$173K +861 +72%
ACI
411
Alpha Cubed Investments
California
$505K -$34.1K -170 -7%
SWA
412
Stratos Wealth Advisors
Ohio
$501K +$18K +90 +4%
SOS
413
Silver Oak Securities
Tennessee
$500K +$27.9K +139 +7%
RG
414
Rathbones Group
United Kingdom
$496K – – –
GAA
415
Global Assets Advisory
Florida
$494K -$829K -4,138 -67%
CL
416
Choreo LLC
Illinois
$490K +$7.01K +35 +2%
PFA
417
Pathway Financial Advisers
Indiana
$490K +$16.6K +83 +4%
MCM
418
Mainstay Capital Management
Michigan
$488K +$410K +2,046 New
QCM
419
QRG Capital Management
Illinois
$487K -$3.81K -19 -0.9%
TFGT
420
TS Financial Group (TSFG)
Illinois
$487K -$1.61M -8,015 -80%
HAP
421
Harbor Asset Planning
Massachusetts
$486K +$408K +2,035 New
CW
422
CreativeOne Wealth
Kansas
$485K +$46.1K +230 +13%
RCM
423
RB Capital Management
Nevada
$485K +$10.6K +53 +3%
NFG
424
Nations Financial Group
Iowa
$485K +$35.1K +175 +9%
AI
425
Accredited Investors
Minnesota
$481K +$200 +1 +0%
15 16
17
18 19