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Pacer Trendpilot US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Regal Investment Advisors
Michigan
$271K -$69.9K -1,791 -21%
BWA
127
Beam Wealth Advisors
Louisiana
$271K +$256K +6,556 New
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$270K -$40.6K -1,042 -14%
SF
129
Synovus Financial
Georgia
$259K -$29.9K -767 -11%
SFG
130
Sovereign Financial Group
Connecticut
$254K +$13.7K +351 +6%
CRWM
131
Castle Rock Wealth Management
California
$253K
IWN
132
Independent Wealth Network
Iowa
$252K -$585 -15 -0.2%
MW
133
Marcum Wealth
Ohio
$249K
KWM
134
Kingsview Wealth Management
Oregon
$240K
IWM
135
IHT Wealth Management
Illinois
$235K
RWA
136
Redhawk Wealth Advisors
Minnesota
$228K
WS
137
Wedbush Securities
California
$216K -$3.86K -99 -2%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$207K +$195K +5,000 New
SP
139
SWS Partners
Ohio
$205K +$194K +4,962 New
AW
140
Avion Wealth
Texas
$137K -$10.7K -274 -8%
IA
141
IFP Advisors
Florida
$130K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$116K -$4.99K -128 -4%
BWM
143
Baystate Wealth Management
Massachusetts
$101K
PA
144
PSI Advisors
Florida
$97.8K +$14.6K +375 +19%
First Manhattan
145
First Manhattan
New York
$81.7K
CT
146
Colonial Trust
South Carolina
$72.4K -$7.41K -190 -10%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$68.8K -$4.6K -118 -7%
SIS
148
Sound Income Strategies
Florida
$66.7K -$41.7K -1,068 -40%
WWP
149
WR Wealth Planners
Missouri
$64.6K -$13.4K -344 -18%
OC
150
Oakworth Capital
Alabama
$64.4K +$60.8K +1,560 New