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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
601
Summitry LLC
California
$919K +$729K +1,435 New
WF
602
Welch & Forbes
Massachusetts
$919K – – –
RCM
603
RB Capital Management
Nevada
$917K -$214K -422 -23%
LA
604
LM Advisors
California
$914K +$393K +775 +119%
CCM
605
Charter Capital Management
Wisconsin
$913K -$34K -67 -4%
IIA
606
IPG Investment Advisors
California
$911K -$30K -59 -4%
ACM
607
Andina Capital Management
Utah
$911K +$42.6K +84 +6%
AIFAIM
608
American Institute for Advanced Investment Management
Arizona
$905K +$124K +245 +21%
NPCM
609
New Paradigm Capital Management
Virginia
$901K +$1.52M +3,000 New
FFA
610
Founders Financial Alliance
North Carolina
$896K +$34K +67 +5%
KCFA
611
Key Client Fiduciary Advisors
New Jersey
$896K -$8.63K -17 -1%
FRA
612
Front Row Advisors
California
$889K +$4.06K +8 +0.5%
WH
613
Willner & Heller
California
$882K +$11.2K +22 +2%
CIS
614
Continental Investors Services
Washington
$881K +$19.8K +39 +2%
OCA
615
OpenArc Corporate Advisory
Georgia
$881K -$13.2K -26 -2%
HFS
616
Howard Financial Services
Texas
$879K +$697K +1,372 New
AIA
617
AIMZ Investment Advisors
California
$876K -$55.8K -110 -7%
CBU
618
CIBC Bancorp USA
Illinois
$860K +$681K +1,342 New
SIA
619
Soltis Investment Advisors
Utah
$860K -$3.55K -7 -0.5%
PGFC
620
Peapack-Gladstone Financial Corp
New Jersey
$859K -$58.4K -115 -8%
CIA
621
Choate Investment Advisors
Massachusetts
$857K +$4.57K +9 +0.7%
PAS
622
PKS Advisory Services
New York
$848K +$672K +1,324 New
CFG
623
Citizens Financial Group
Rhode Island
$846K -$315K -620 -32%
CWM
624
Connecticut Wealth Management
Connecticut
$841K +$90.9K +179 +16%
SWA
625
Sax Wealth Advisors
New Jersey
$839K +$1.3M +2,552 New
23 24
25
26 27