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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
201
Thoroughbred Financial Services
Tennessee
$644K +$185K +1,593 +40%
SIG
202
Sargent Investment Group
Maryland
$644K – – –
AWM
203
Axxcess Wealth Management
California
$635K +$403K +3,468 +173%
SSWG
204
Seven Springs Wealth Group
Tennessee
$632K – – –
WG
205
Welch Group
Alabama
$618K +$618K +5,325 New
MWM
206
Meridian Wealth Management
Kentucky
$617K +$348 +3 +0.1%
YIH
207
Y-Intercept (HK)
Hong Kong
$617K +$293K +2,526 +91%
SAG
208
SageView Advisory Group
California
$614K +$615K +5,298 New
TFCP
209
Twin Focus Capital Partners
Massachusetts
$614K +$615K +5,295 New
AFS
210
AFG Fiduciary Services
Massachusetts
$609K – – –
Brown Advisory
211
Brown Advisory
Maryland
$605K – – –
CA
212
Cetera Advisors
Colorado
$602K -$8.36K -72 -1%
WCM
213
Washburn Capital Management
Florida
$595K -$73.1K -630 -11%
AWM
214
Avitas Wealth Management
California
$590K +$158K +1,365 +37%
JWS
215
Juncture Wealth Strategies
Arizona
$585K +$85K +732 +17%
SPC
216
Sigma Planning Corp
Michigan
$580K -$27.2K -234 -4%
AMR
217
Asset Management Resources
Massachusetts
$571K +$572K +4,926 New
WRPWM
218
Werba Rubin Papier Wealth Management
California
$571K +$571K +4,920 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$569K +$16.4K +141 +3%
Baird Financial Group
220
Baird Financial Group
Wisconsin
$568K +$568K +4,896 New
IP
221
Ignite Planners
California
$560K -$50.2K -432 -9%
CIAS
222
Capital Investment Advisory Services
North Carolina
$554K +$373K +3,216 +207%
SI
223
Stephens Inc
Arkansas
$547K +$71.7K +618 +15%
CMANY
224
Capital Management Associates (New York)
New York
$545K +$543K +4,680 +31,200%
VFA
225
Valeo Financial Advisors
Indiana
$541K +$30.6K +264 +6%
7 8
9
10 11