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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
726
Edgestream Partners
New Jersey
$240K -$2.52M -7,368 -91%
SFC
727
Swisher Financial Concepts
Ohio
$240K -$2.05K -6 -0.8%
FFG
728
Fiduciary Financial Group
California
$240K +$5.8K +17 +2%
OFG
729
Omega Financial Group
California
$240K – – –
CA
730
Cresta Advisors
Texas
$239K – – –
HFO
731
Heritage Family Offices
Arizona
$238K -$30K -88 -11%
EWA
732
Elevate Wealth Advisory
Georgia
$238K +$341 +1 +0.1%
JAG
733
Journey Advisory Group
Kentucky
$237K – – –
RWM
734
Ritholtz Wealth Management
New York
$236K -$1.71K -5 -0.7%
RCG
735
Regatta Capital Group
California
$235K +$244K +714 New
PMG
736
ProVise Management Group
Florida
$233K -$2.39K -7 -1%
EAM
737
Empirical Asset Management
Massachusetts
$233K +$242K +709 New
PG
738
Prostatis Group
Maryland
$232K +$241K +705 New
ZF
739
Zhang Financial
Michigan
$231K – – –
CSF
740
Capital Squared Financial
Maryland
$231K +$341 +1 +0.1%
IAN
741
Integrated Advisors Network
Texas
$230K -$138K -404 -37%
BCG
742
Breakwater Capital Group
New Jersey
$228K -$3.41K -10 -1%
KJWM
743
Kiley Juergens Wealth Management
Washington
$227K +$236K +692 New
KWM
744
Keebeck Wealth Management
Illinois
$227K – – –
ACM
745
Appalachian Capital Management
Ohio
$226K +$341 +1 +0.1%
CF
746
Crosspoint Financial
California
$225K – – –
SIC
747
Sigma Investment Counselors
Michigan
$225K -$51.2K -150 -18%
DWG
748
Darden Wealth Group
Michigan
$225K – – –
BAM
749
Belpointe Asset Management
Nevada
$224K +$1.36K +4 +0.6%
FCA
750
Fortis Capital Advisors
Kansas
$224K +$1.36K +4 +0.6%
28 29
30
31 32