We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
201
Valeo Financial Advisors
Indiana
$452K +$244K +2,127 +147%
Dynamic Advisor Solutions
202
Dynamic Advisor Solutions
Arizona
$451K +$12.4K +108 +3%
Lincoln National Corp
203
Lincoln National Corp
Pennsylvania
$445K +$404K +3,519 New
US Bancorp
204
US Bancorp
Minnesota
$443K +$35.8K +312 +10%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$441K +$59.2K +516 +17%
Meridian Wealth Management
206
Meridian Wealth Management
Kentucky
$410K +$373K +3,246 New
First Horizon Advisors
207
First Horizon Advisors
Tennessee
$395K +$6.2K +54 +2%
Personal Capital Advisors
208
Personal Capital Advisors
California
$395K +$63.4K +552 +21%
Bank of New York Mellon
209
Bank of New York Mellon
New York
$390K +$1.03K +9 +0.3%
Exencial Wealth Advisors
210
Exencial Wealth Advisors
Oklahoma
$389K -$404K -3,519 -53%
AWM
211
Avitas Wealth Management
California
$389K +$354K +3,081 New
MAFM
212
Mid Atlantic Financial Management
Pennsylvania
$386K +$27.2K +237 +8%
PPP
213
Private Portfolio Partners
New Jersey
$370K +$336K +2,925 New
CreativeOne Wealth
214
CreativeOne Wealth
Kansas
$361K +$37.2K +324 +13%
Accredited Investors
215
Accredited Investors
Minnesota
$357K +$15.8K +138 +5%
Davenport & Co
216
Davenport & Co
Virginia
$357K +$32.7K +285 +11%
PIMG
217
Patriot Investment Management Group
Tennessee
$350K – – –
JWCA
218
J.W. Cole Advisors
Florida
$347K +$30K +261 +11%
Horizon Kinetics Asset Management
219
Horizon Kinetics Asset Management
New York
$347K +$315K +2,748 New
IHT Wealth Management
220
IHT Wealth Management
Illinois
$346K – – –
GIA
221
Gladstone Institutional Advisory
Florida
$342K +$69.2K +603 +29%
Eaton Vance Management
222
Eaton Vance Management
Massachusetts
$341K – – –
JPLA
223
Joseph P. Lucia & Associates
New York
$336K – – –
BFA
224
Beacon Financial Advisory
Ohio
$321K -$148K -1,287 -34%
IFP Advisors
225
IFP Advisors
Florida
$320K -$25.5K -222 -8%