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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
601
Grant Private Wealth Management
California
$321K -$5.9K -20 -2%
OWA
602
Outlook Wealth Advisors
Texas
$321K -$25.7K -87 -8%
NPFS
603
Novak & Powell Financial Services
Florida
$316K – – –
BWP
604
Balboa Wealth Partners
Arizona
$316K +$309K +1,049 New
TCM
605
TruNorth Capital Management
Michigan
$314K -$147K -497 -32%
IG
606
Ithaka Group
Virginia
$313K +$307K +1,040 New
PAS
607
PKS Advisory Services
New York
$312K -$104K -352 -25%
GT
608
Glenview Trust
Kentucky
$310K – – –
MSWA
609
Marshall & Sterling Wealth Advisors
New York
$309K +$120K +408 +66%
PP
610
Patten & Patten
Tennessee
$309K -$323K -1,095 -52%
WETS
611
Wealth Enhancement Trust Services
South Dakota
$308K +$302K +1,024 New
KCM
612
Kathmere Capital Management
Pennsylvania
$308K -$10.6K -36 -3%
AG
613
AmeriFlex Group
Nevada
$307K -$301K -1,021 -50%
AI
614
Accredited Investors
Minnesota
$307K -$282K -957 -48%
MWM
615
Modera Wealth Management
New Jersey
$307K +$4.72K +16 +2%
PSP
616
Principal Street Partners
Tennessee
$304K +$295 +1 +0.1%
VCM
617
Virtue Capital Management
Tennessee
$304K +$286K +970 New
DQRIM
618
Dale Q Rice Investment Management
Washington
$302K – – –
CFP
619
Cascade Financial Partners
California
$301K – – –
AIP
620
Arrowpoint Investment Partners
Singapore
$301K +$295K +1,000 New
SCA
621
Southern Capital Advisors
Tennessee
$300K +$295 +1 +0.1%
PA
622
Procyon Advisors
Connecticut
$297K +$291K +987 New
WPW
623
Waldron Private Wealth
Pennsylvania
$296K -$29.2K -99 -9%
SWM
624
Sculati Wealth Management
Michigan
$296K – – –
WMP
625
Wealth Management Partners
Arizona
$295K -$15K -51 -5%
23 24
25
26 27