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Pacer Trendpilot US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Maridea Wealth Management
New York
$693K +$700K +12,976 New
SI
127
Saxon Interests
Texas
$688K +$234K +4,346 +51%
IAS
128
Insigneo Advisory Services
Florida
$672K +$48.4K +898 +8%
Northern Trust
129
Northern Trust
Illinois
$667K
IWC
130
Integrated Wealth Concepts
Massachusetts
$641K +$1.19K +22 +0.2%
GSEP
131
Golden State Equity Partners
California
$639K -$907K -16,805 -58%
AI
132
Atria Investments
North Carolina
$629K -$33.8K -626 -5%
CPL
133
Capital & Planning LLC
Georgia
$610K +$615K +11,408 New
William Blair & Company
134
William Blair & Company
Illinois
$608K
WIA
135
World Investment Advisors
California
$583K +$184K +3,411 +45%
IFG
136
Independent Financial Group
California
$583K +$211K +3,914 +56%
LT
137
Legacy Trust
Michigan
$583K
AWM
138
Apollon Wealth Management
South Carolina
$572K -$107K -1,990 -16%
IAA
139
Independent Advisor Alliance
North Carolina
$572K +$578K +10,706 New
SWM
140
Spire Wealth Management
Virginia
$568K
GWSG
141
GPS Wealth Strategies Group
Colorado
$555K +$27K +500 +5%
TWP
142
Tempus Wealth Planning
California
$539K
IWM
143
IHT Wealth Management
Illinois
$533K -$172K -3,192 -24%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$529K -$33.7K -625 -6%
SWM
145
Silverlake Wealth Management
Vermont
$524K
CW
146
CreativeOne Wealth
Kansas
$514K +$519K +9,621 New
MFA
147
Mayflower Financial Advisors
Massachusetts
$505K
GIA
148
Gladstone Institutional Advisory
Florida
$493K +$3.51K +65 +0.7%
IWN
149
Independent Wealth Network
Iowa
$488K +$169K +3,140 +52%
ASN
150
Advisory Services Network
Georgia
$481K +$185K +3,421 +61%