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State Street SPDR S&P Semiconductor ETF
XSD

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
176
Key Client Fiduciary Advisors
New Jersey
$433K – – –
ACIM
177
Azimuth Capital Investment Management
Michigan
$424K – – –
JIC
178
Joel Isaacson & Co
New York
$424K +$524 +1 +0.1%
MGIA
179
Moneta Group Investment Advisors
Missouri
$412K – – –
GFWA
180
Grey Fox Wealth Advisors
Delaware
$411K -$125K -239 -27%
TWPM
181
Total Wealth Planning & Management
Florida
$410K +$22K +42 +7%
BJL
182
Brighton Jones LLC
Washington
$410K +$345K +658 New
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$404K -$74.9K -143 -18%
PFPG
184
Pinnacle Financial Partners (Georgia)
Georgia
$402K -$48.7K -93 -13%
EFG
185
Ethos Financial Group
Pennsylvania
$391K +$456K +871 New
TSMHT
186
Thurston Springer Miller Herd & Titak
Indiana
$389K +$327K +624 New
ML
187
McAdam LLC
Pennsylvania
$388K +$326K +623 New
PWM
188
Perigon Wealth Management
California
$384K – – –
RA
189
RFG Advisory
Alabama
$381K -$14.7K -28 -4%
BONH
190
Bank of New Hampshire
New Hampshire
$364K -$11.5K -22 -4%
LGA
191
Lebenthal Global Advisors
New York
$356K +$299K +570 New
HI
192
Harbour Investments
Wisconsin
$354K +$212K +405 +250%
RFG
193
RFP Financial Group
Georgia
$352K -$60.2K -115 -17%
PWP
194
Principle Wealth Partners
Connecticut
$350K +$294K +561 New
NSIM
195
North Star Investment Management
Illinois
$343K +$524 +1 +0.2%
IA
196
IFP Advisors
Florida
$337K +$98.5K +188 +53%
LWM
197
Lionshead Wealth Management
New York
$337K +$283K +540 New
WTFG
198
Wood Tarver Financial Group
Idaho
$336K +$282K +539 New
MFS
199
McNamara Financial Services
Massachusetts
$334K +$280K +535 New
EWS
200
Evergreen Wealth Solutions
Pennsylvania
$331K -$17.8K -34 -5%
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