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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
501
Baystate Wealth Management
Massachusetts
$5.14K – – –
TC
502
Truvestments Capital
Florida
$5.07K – – –
CA
503
Centerpoint Advisors
Massachusetts
$5K – – –
CPG
504
Cornerstone Planning Group
New Jersey
$4.57K +$4.05K +27 New
CAL
505
Capital Advisors Ltd
Ohio
$4K – – –
GWM
506
Grand Wealth Management
Michigan
$3.59K +$3.15K +21 New
PA
507
Parallel Advisors
California
$3.56K -$7.65K -51 -71%
DI
508
Disciplined Investments
Oklahoma
$3.55K – – –
GEA
509
Glen Eagle Advisors
New Jersey
$3.06K +$450 +3 +17%
RDFA
510
Ritter Daniher Financial Advisory
Ohio
$3.04K – – –
IPW
511
Impact Partnership Wealth
Georgia
$3.04K +$2.7K +18 New
SIS
512
Strategic Investment Solutions
Illinois
$2.72K – – –
LFG
513
Larson Financial Group
Missouri
$2.54K +$2.25K +15 New
PPWM
514
PFG Private Wealth Management
Florida
$2.03K – – –
TFA
515
Transamerica Financial Advisors
Florida
$2K – – –
VWM
516
Venturi Wealth Management
Texas
$1.52K -$1.35K -9 -50%
HWA
517
HHM Wealth Advisors
Tennessee
$1.04K – – –
GC
518
Gould Capital
Washington
$1.01K +$900 +6 New
HNB
519
Huntington National Bank
Ohio
$1.01K – – –
VF
520
VitalStone Financial
Texas
$1K +$1.35K +9 New
WBC
521
West Branch Capital
Massachusetts
$524 – – –
GWANC
522
Guardian Wealth Advisors (North Carolina)
North Carolina
$519 – – –
FWM
523
Focused Wealth Management
New York
$507 – – –
RIG
524
Ramiah Investment Group
Wisconsin
– -$9.06M -61,119 Closed
CWM
525
Chicago Wealth Management
Illinois
– -$5.04M -34,020 Closed
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