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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
501
Choreo LLC
Illinois
$1.43M +$2.03K +4 +0.2%
AC
502
AlphaCore Capital
California
$1.43M -$85.8K -169 -7%
GAA
503
Global Assets Advisory
Florida
$1.43M +$148K +291 +14%
SFA
504
Sequoia Financial Advisors
Ohio
$1.42M +$46.7K +92 +4%
TWP
505
Triad Wealth Partners
Kansas
$1.42M +$1.04M +2,053 +276%
RWP
506
RWA Wealth Partners
Massachusetts
$1.42M +$134K +263 +13%
AUB
507
Atlantic Union Bankshares
Virginia
$1.4M +$627K +1,235 +130%
PFA
508
Pathway Financial Advisers
Indiana
$1.4M +$21.8K +43 +2%
HAP
509
Harbor Asset Planning
Massachusetts
$1.39M +$508 +1 +0%
HAM
510
Harmony Asset Management
Arizona
$1.39M -$373K -734 -25%
BFA
511
Brendel Financial Advisors
New Hampshire
$1.37M -$406K -799 -27%
CI
512
Clal Insurance
Israel
$1.37M -$38.8M -76,337 -97%
LPAM
513
Lodestar Private Asset Management
California
$1.35M +$50.8K +100 +5%
AC
514
Apella Capital
Connecticut
$1.35M +$35.5K +70 +3%
PWAC
515
Private Wealth Advisors (California)
California
$1.34M -$12.7K -25 -1%
NF
516
Nikulski Financial
Iowa
$1.34M -$1.21M -2,375 -53%
TCA
517
Transcend Capital Advisors
New Jersey
$1.33M -$6.06M -11,929 -85%
MG
518
Marex Group
$1.32M -$107K -210 -9%
BNMT
519
Bawa N Mallick Trust
New York
$1.28M – – –
WA
520
Waverly Advisors
Alabama
$1.28M -$814K -1,603 -45%
MSWA
521
Marshall & Sterling Wealth Advisors
New York
$1.26M -$89.9K -177 -8%
GT
522
Glenmede Trust
Pennsylvania
$1.26M – – –
RFN
523
RDA Financial Network
Iowa
$1.25M -$153K -302 -13%
CWS
524
Cypress Wealth Services
California
$1.25M +$65K +128 +7%
BFM
525
Boothbay Fund Management
New York
$1.24M +$985K +1,940 New
19 20
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