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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
451
Grimes & Company
Massachusetts
$648K -$40.1K -136 -6%
AAS
452
Annex Advisory Services
Wisconsin
$645K +$631K +2,140 New
CFCI
453
Comprehensive Financial Consultants Institutional
Indiana
$638K – – –
PFA
454
Pathway Financial Advisers
Indiana
$633K -$14.2K -48 -2%
SAI
455
Savvy Advisors Inc
New York
$630K +$167K +568 +37%
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$626K -$134K -455 -18%
GAA
457
Global Assets Advisory
Florida
$626K +$590 +2 +0.1%
AC
458
Apella Capital
Connecticut
$624K +$26.2K +89 +4%
CAG
459
Crestwood Advisors Group
Massachusetts
$615K – – –
AFS
460
AFG Fiduciary Services
Massachusetts
$610K -$229K -775 -28%
BNMT
461
Bawa N Mallick Trust
New York
$602K – – –
BJF
462
Blue Jean Financial
New York
$601K +$589K +1,997 New
MOS
463
MGO One Seven
Ohio
$601K +$39.8K +135 +7%
SWA
464
SOA Wealth Advisors
New York
$599K +$885 +3 +0.2%
LPAM
465
Lodestar Private Asset Management
California
$596K -$88.5K -300 -13%
RCM
466
RB Capital Management
Nevada
$588K -$11.2K -38 -2%
RWP
467
RWA Wealth Partners
Massachusetts
$587K +$13.3K +45 +2%
TAMH
468
Taikang Asset Management (HK)
Hong Kong
$584K +$572K +1,940 New
AOWM
469
Asset One Wealth Management
Washington
$583K +$487K +1,653 New
PPWM
470
Paragon Private Wealth Management
Kentucky
$582K -$31.8K -108 -5%
RBFC
471
Roman Butler Fullerton & Co
Missouri
$580K +$189K +640 +63%
WFS
472
WealthGarden F.S.
California
$579K -$8.55K -29 -2%
BCG
473
Bravias Capital Group
New Jersey
$573K +$20.3K +69 +4%
UWM
474
Urban Wealth Management
California
$570K +$558K +1,894 New
AIA
475
AIMZ Investment Advisors
California
$565K +$553K +1,877 New
17 18
19
20 21