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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
676
Physician Wealth Advisors
Utah
$287K +$13K +38 +5%
WSWA
677
Warren Street Wealth Advisors
California
$282K +$20.1K +59 +7%
BTI
678
Blue Trust Inc
Georgia
$280K +$231K +677 +385%
GIM
679
Goelzer Investment Management
Indiana
$280K +$291K +853 New
BWM
680
BCS Wealth Management
Tennessee
$279K -$290K -850 -50%
DIP
681
Davis Investment Partners
North Carolina
$278K – – –
HWA
682
Heartwood Wealth Advisors
Virginia
$277K -$4.78K -14 -2%
SP
683
SIH Partners
Delaware
$276K -$556K -1,628 -66%
CG
684
Clarus Group
Texas
$274K – – –
FFG
685
First Financial Group
North Carolina
$274K +$341 +1 +0.1%
OWA
686
Outlook Wealth Advisors
Texas
$272K -$80.9K -237 -22%
CA
687
Clearstead Advisors
Ohio
$272K +$202K +591 +250%
WJWM
688
Williams Jones Wealth Management
New York
$271K -$25.6K -75 -8%
WCP
689
Wick Capital Partners
Pennsylvania
$271K +$282K +825 New
KI
690
KTF Investments
California
$271K – – –
IFWM
691
Institute for Wealth Management
Colorado
$271K – – –
TC
692
TAGStone Capital
North Carolina
$270K +$280K +820 New
JC
693
JB Capital
Connecticut
$269K -$1.36K -4 -0.5%
FCH
694
Freestone Capital Holdings
Washington
$268K – – –
HAG
695
HF Advisory Group
Maryland
$267K -$21.5K -63 -7%
EWA
696
EverSource Wealth Advisors
Alabama
$265K -$160K -469 -37%
FCG
697
Fielder Capital Group
Tennessee
$264K -$102K -300 -27%
SCFS
698
Stewardship Concepts Financial Services
Washington
$263K -$12.3K -36 -4%
RFC
699
Regions Financial Corp
Alabama
$262K -$157K -461 -37%
TCTWM
700
Three Cord True Wealth Management
Pennsylvania
$261K +$28.7K +84 +12%
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