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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
801
Journey Advisory Group
Kentucky
$433K -$22.8K -45 -6%
AFG
802
Atomi Financial Group
New York
$431K +$341K +672 New
BFAG
803
Blackston Financial Advisory Group
Florida
$429K +$340K +670 New
NIWA
804
New Insight Wealth Advisors
California
$429K +$340K +670 New
APFP
805
Action Point Financial Planning
Michigan
$428K +$328K +646 New
JSAM
806
J. Safra Asset Management
New York
$426K – – –
BF
807
Brooklyn FI
New York
$426K – – –
SIM
808
Stratos Investment Management
Ohio
$424K +$336K +661 New
TP
809
TritonPoint Partners
Maryland
$424K +$336K +661 New
BCWM
810
Bartlett & Co Wealth Management
Ohio
$423K – – –
G
811
GenTrust
Florida
$423K – – –
TW
812
TritonPoint Wealth
Maryland
$423K – – –
AWM
813
Angeles Wealth Management
California
$421K – – –
GFG
814
Grantvest Financial Group
New Jersey
$418K +$331K +652 New
PG
815
Prostatis Group
Maryland
$417K -$27.4K -54 -8%
OC
816
Oakworth Capital
Alabama
$414K +$25.4K +50 +8%
SGK
817
Steigerwald Gordon & Koch
Virginia
$413K – – –
ICM
818
Ionic Capital Management
New York
$411K -$1.73M -3,406 -84%
RWM
819
Riverchase Wealth Management
Texas
$411K -$3.05K -6 -0.9%
WTC
820
WhitTier Trust Company
Nevada
$409K – – –
CRC
821
Curi RMB Capital
Illinois
$406K – – –
BCG
822
Breakwater Capital Group
New Jersey
$406K -$30K -59 -9%
AAS
823
Ameritas Advisory Services
Nebraska
$406K +$322K +634 New
MSFS
824
Main Street Financial Solutions
Pennsylvania
$403K -$53.3K -105 -14%
OFG
825
Omega Financial Group
California
$403K -$50.8K -100 -14%
31 32
33
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