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iShares Semiconductor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
951
Sacks & Associates
New Jersey
$272K +$273K +538 New
PFWA
952
Paces Ferry Wealth Advisors
Georgia
$271K +$215K +423 New
OWM
953
OneAscent Wealth Management
Alabama
$270K +$214K +421 New
Capstone Investment Advisors
954
Capstone Investment Advisors
New York
$268K -$467K -919 -69%
IW
955
Instrumental Wealth
Florida
$266K +$210K +414 New
HWM
956
Heirloom Wealth Management
Colorado
$263K +$209K +411 New
PPWM
957
Premier Private Wealth Management
Florida
$263K +$209K +411 New
SWGC
958
Summit Wealth Group (Colorado)
Colorado
$263K +$209K +411 New
PS
959
Portfolio Strategies
New York
$262K +$208K +409 New
MAS
960
MPWM Advisory Solutions
Georgia
$260K +$160K +316 +351%
BFO
961
Boston Family Office
Massachusetts
$260K +$206K +405 New
SFS
962
Sharp Financial Services
Pennsylvania
$260K +$206K +405 New
HP
963
Hartree Partners
New York
$256K +$203K +400 New
TCOV
964
Trust Company of Vermont
Vermont
$256K +$203K +400 New
JEST
965
JTC Employer Solutions Trustee
Jersey
$256K – – –
VDI
966
Vaughan David Investments
Illinois
$256K +$203K +400 New
KG
967
Kieckhefer Group
Wisconsin
$256K +$203K +399 New
BI
968
Breachway Investments
Rhode Island
$252K +$200K +394 New
TFA
969
Teamwork Financial Advisors
Texas
$252K +$200K +393 New
QT
970
Quantbot Technologies
New York
$251K -$3.56M -7,019 -95%
XSC
971
X-Square Capital
Puerto Rico
$251K -$709K -1,397 -78%
HAS
972
Holland Advisory Services
Florida
$250K +$198K +390 New
FFG
973
Frisch Financial Group
New York
$250K +$198K +390 New
IP
974
Investment Partners
Ohio
$249K +$197K +389 New
MCM
975
Morton Capital Management
California
$249K +$197K +389 New