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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
451
Gallagher Fiduciary Advisors
Illinois
$384K – – –
AIFAIM
452
American Institute for Advanced Investment Management
Arizona
$384K – – –
PSF
453
Pacific Sun Financial
California
$380K +$379K +1,649 New
P
454
&Partners
Tennessee
$378K +$22.3K +97 +6%
SWM
455
Selective Wealth Management
Virginia
$378K +$37.7K +164 +11%
EWM
456
Executive Wealth Management
Michigan
$377K +$376K +1,637 New
EL
457
Essex LLC
Illinois
$377K – – –
CWS
458
Cypress Wealth Services
California
$376K +$85.9K +374 +30%
PPG
459
Peak Planning Group
Colorado
$375K +$162K +707 +77%
XF
460
XML Financial
Maryland
$374K +$373K +1,623 New
KWM
461
Keebeck Wealth Management
Illinois
$374K – – –
PCMC
462
Private Capital Management (Colorado)
Colorado
$367K +$366K +1,592 New
AWM
463
Axxcess Wealth Management
California
$367K +$365K +1,590 New
CRI
464
Colonial River Investments
Virginia
$367K +$365K +1,590 New
MFS
465
Madrona Financial Services
Washington
$365K -$13.8K -60 -4%
IP
466
Ignite Planners
California
$363K -$2.3K -10 -0.6%
MCWS
467
McKinley Carter Wealth Services
West Virginia
$357K -$13.8K -60 -4%
BFA
468
Buttonwood Financial Advisors
Maryland
$356K -$6.89K -30 -2%
TNAM
469
Terra Nova Asset Management
New York
$352K -$1.84K -8 -0.5%
CIS
470
Continental Investors Services
Washington
$352K -$13.1K -57 -4%
HIC
471
Holderness Investments Company
North Carolina
$348K – – –
MCM
472
Manchester Capital Management
Vermont
$348K +$277K +1,207 +402%
FMLI
473
Fukoku Mutual Life Insurance
Japan
$346K +$345K +1,500 New
MIM
474
Merrion Investment Management
New Jersey
$346K – – –
RCAG
475
Rehmann Capital Advisory Group
Michigan
$342K +$341K +1,484 New
17 18
19
20 21