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Pacer Trendpilot US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPA
151
Element Pointe Advisors
Florida
$250K – – –
SP
152
SWS Partners
Ohio
$250K – – –
GWP
153
Gateway Wealth Partners
Wisconsin
$246K – – –
C
154
CEDRUS
Colorado
$240K +$231K +4,832 New
BAM
155
Belpointe Asset Management
Nevada
$239K +$229K +4,802 New
PAS
156
Park Avenue Securities
New York
$231K – – –
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$231K – – –
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$229K – – –
FCP
159
Fidelis Capital Partners
Florida
$226K +$228K +4,775 New
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$207K +$199K +4,168 New
KC
161
Kinloch Capital
Virginia
$206K -$77.8K -1,630 -28%
NEPWA
162
New England Private Wealth Advisors
Massachusetts
$204K -$47.7K -1,000 -20%
PFS
163
Prospera Financial Services
Texas
$202K +$193K +4,051 New
SOS
164
Silver Oak Securities
Tennessee
$181K +$60.6K +1,270 +53%
PA
165
PSI Advisors
Florida
$167K +$19.1K +400 +14%
AW
166
Avion Wealth
Texas
$159K – – –
WIM
167
Westside Investment Management
California
$149K -$35.8K -750 -20%
MG
168
Mather Group
Illinois
$146K +$146K +3,062 New
KWAG
169
Kiely Wealth Advisory Group
North Carolina
$135K – – –
EWA
170
EverSource Wealth Advisors
Alabama
$113K – – –
CF
171
Centaurus Financial
California
$111K +$106K +2,225 New
OC
172
Oakworth Capital
Alabama
$77.6K -$143K -3,000 -66%
IA
173
IFP Advisors
Florida
$77.4K – – –
RIA
174
Realta Investment Advisors
Delaware
$67.4K – – –
AWM
175
Aspire Wealth Management
Massachusetts
$67.2K – – –