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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
LTL
501
Lowery Thomas LLC
California
$254K +$85.8K +402 +42%
NPFS
502
Novak & Powell Financial Services
Florida
$254K – – –
VCA
503
Verdence Capital Advisors
Maryland
$254K +$7.9K +37 +3%
AFO
504
Allie Family Office
Florida
$252K -$254K -1,191 -47%
SCM
505
Shelton Capital Management
Colorado
$251K +$285K +1,336 New
HIIFS
506
Harel Insurance Investments & Financial Services
Israel
$251K -$10.2K -48 -3%
KCFA
507
Key Client Fiduciary Advisors
New Jersey
$250K +$35.2K +165 +14%
WDL
508
Well Done LLC
Michigan
$248K +$17.5K +82 +8%
CFG
509
Citizens Financial Group
Rhode Island
$247K +$281K +1,315 New
IWA
510
Icon Wealth Advisors
Texas
$247K +$6.83K +32 +2%
LW
511
Linscomb Wealth
Texas
$247K – – –
MFS
512
Madrona Financial Services
Washington
$246K -$45.5K -213 -14%
FCI
513
Financial Counselors Inc
Kansas
$246K – – –
FIA
514
FNY Investment Advisers
New York
$244K +$278K +1,300 New
TPI
515
Trust Point Inc
Wisconsin
$244K – – –
PWM
516
PTM Wealth Management
United States
$242K +$334K +1,563 New
CFD
517
Creative Financial Designs
Indiana
$241K -$2.11M -9,904 -89%
BB
518
Busey Bank
Illinois
$239K – – –
HAS
519
HBW Advisory Services
California
$239K -$42.7K -200 -14%
SRL
520
Scientech Research LLC
New Jersey
$238K -$38.9K -182 -13%
GL
521
Gerber LLC
Ohio
$238K +$214 +1 +0.1%
AWM
522
Affinity Wealth Management
Delaware
$237K -$29.6M -138,823 -99%
SIS
523
Sound Income Strategies
Florida
$236K +$268K +1,255 New
SCM
524
Spreng Capital Management
Ohio
$234K -$1.92K -9 -0.7%
NSIM
525
North Star Investment Management
Illinois
$234K -$1.5K -7 -0.6%
19 20
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