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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
876
Archer Investment Corporation
Indiana
$334K – – –
EL
877
Essex LLC
Illinois
$334K +$265K +521 New
HP
878
Holistic Planning
Texas
$334K +$265K +521 New
TA
879
Tactive Advisors
Florida
$333K +$264K +520 New
NGA
880
Naples Global Advisors
Florida
$331K +$262K +517 New
AWA
881
Ark Wealth Advisors
California
$331K +$262K +517 New
IWP
882
IAG Wealth Partners
Wisconsin
$331K +$27.4K +54 +12%
BRWA
883
B. Riley Wealth Advisors
Florida
$329K +$272K +536 New
PIA
884
Pinion Investment Advisors
Kansas
$326K +$258K +509 New
AA
885
Ancora Advisors
Ohio
$321K – – –
OW
886
Olistico Wealth
Oklahoma
$321K -$144K -284 -36%
PCM
887
Prelude Capital Management
New York
$320K -$508K -1,000 -67%
SAS
888
Stelac Advisory Services
New York
$320K – – –
GFP
889
Guardian Financial Partners
California
$320K +$254K +500 New
QCM
890
QRG Capital Management
Illinois
$320K +$254K +500 New
EB
891
Eastern Bank
Massachusetts
$319K – – –
MWM
892
Mascagni Wealth Management
Mississippi
$318K +$252K +497 New
CIR
893
Clear Investment Research
Georgia
$318K -$6.6K -13 -3%
IASG
894
Investment Advisory Services Group
Florida
$317K +$251K +495 New
KFP
895
Kerr Financial Planning
California
$317K -$30.5K -60 -11%
APWA
896
Atlas Private Wealth Advisors
New Jersey
$317K +$251K +494 New
EWA
897
Exit Wealth Advisors
Georgia
$316K +$251K +494 New
HWMO
898
Heritage Wealth Management (Ohio)
Ohio
$313K +$248K +489 New
RFA
899
Resurgent Financial Advisors
Georgia
$313K +$248K +489 New
SFS
900
Summit Financial Strategies
Ohio
$313K +$248K +489 New
34 35
36
37 38