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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
851
First Citizens Bank & Trust
North Carolina
$376K +$298K +587 New
FFG
852
Forum Finance Group
$375K – – –
GBWM
853
Granite Bay Wealth Management
New Hampshire
$375K +$297K +585 New
AMM
854
American Money Management
California
$374K +$296K +583 New
BHPW
855
Box Hill Private Wealth
Arizona
$372K +$294K +580 New
MMPW
856
Mitchell McLeod Pugh & Williams
Alabama
$370K +$293K +578 New
WWM
857
WJ Wealth Management
Arizona
$365K +$289K +570 New
KJWM
858
Kiley Juergens Wealth Management
Washington
$365K -$62.4K -123 -18%
SFG
859
SageGuard Financial Group
Tennessee
$363K +$288K +567 New
AWM
860
Accel Wealth Management
Iowa
$363K +$288K +567 New
MWM
861
Mission Wealth Management
California
$362K +$287K +565 New
HIP
862
HUB Investment Partners
Texas
$359K +$285K +561 New
PWM
863
Penobscot Wealth Management
Maine
$359K +$284K +560 New
TCM
864
Tandem Capital Management
New Jersey
$358K +$284K +559 New
APP
865
Avantax Planning Partners
Iowa
$354K +$281K +553 New
CPIA
866
Cornell Pochily Investment Advisors
New York
$354K +$280K +552 New
SVCP
867
Silicon Valley Capital Partners
California
$354K – – –
VF
868
Vista Finance
Missouri
$349K +$277K +545 New
TCOTS
869
Trust Company of the South
North Carolina
$348K +$276K +543 New
AAG
870
Armstrong Advisory Group
Massachusetts
$347K +$135K +266 +97%
TC
871
Tacita Capital
Ontario, Canada
$346K – – –
AFA
872
American Financial Advisors
Georgia
$345K +$273K +538 New
WHG
873
Westwood Holdings Group
Texas
$345K +$273K +538 New
AWE
874
Avidian Wealth Enterprises
Texas
$344K +$273K +537 New
SC
875
Syon Capital
California
$337K +$267K +526 New
33 34
35
36 37