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Pacer Trendpilot US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Mascagni Wealth Management
Mississippi
$250K -$8.68K -165 -3%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$249K
CWP
178
Cyndeo Wealth Partners
Florida
$248K -$10.8K -205 -4%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$242K -$112K -2,129 -33%
IWN
180
Independent Wealth Network
Iowa
$240K -$88.5K -1,681 -28%
FA
181
Flagstar Advisors
New York
$239K -$5.47K -104 -2%
PWS
182
Proactive Wealth Strategies
Georgia
$235K
HWMO
183
Heritage Wealth Management (Ohio)
Ohio
$231K
GA
184
GSG Advisors
New Jersey
$228K
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$228K
PRTG
186
Post Resch Tallon Group
New York
$227K +$218K +4,150 New
NEPWA
187
New England Private Wealth Advisors
Massachusetts
$225K
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$213K -$683K -12,975 -77%
TIAA Trust, National Association
189
TIAA Trust, National Association
North Carolina
$212K +$204K +3,872 New
XF
190
XML Financial
Maryland
$211K +$202K +3,846 New
BWIA
191
Bryant Woods Investment Advisors
New York
$204K +$196K +3,718 New
GSWM
192
Golden State Wealth Management
California
$180K -$280K -5,328 -62%
AW
193
Avion Wealth
Texas
$175K
FHC
194
First Horizon Corporation
Tennessee
$173K +$166K +3,161 New
1NWS
195
1 North Wealth Services
Maryland
$169K -$7.35M -139,631 -98%
BlackRock
196
BlackRock
New York
$133K
FFA
197
Farther Finance Advisors
California
$112K -$9.1K -173 -8%
WIM
198
Westside Investment Management
California
$110K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$102K
OC
200
Oakworth Capital
Alabama
$85.4K