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AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
251
Signature Estate & Investment Advisors
California
$471K -$87.1K -1,500 -14%
PI
252
PFG Investments
New York
$471K +$19.2K +331 +4%
ST
253
Smithfield Trust
Pennsylvania
$467K
RCAG
254
Rehmann Capital Advisory Group
Michigan
$461K
IP
255
Indivisible Partners
Florida
$442K -$50.4K -867 -9%
MCM
256
MAI Capital Management
Ohio
$441K -$116K -1,994 -19%
SPA
257
Sentinel Pension Advisors
Massachusetts
$437K -$34.3K -591 -7%
SAM
258
Summit Asset Management
Tennessee
$436K +$1.05K +18 +0.2%
EIG
259
Ellenbecker Investment Group
Wisconsin
$434K
SCP
260
Seizert Capital Partners
Michigan
$434K
SAG
261
SageView Advisory Group
California
$432K -$165K -2,835 -26%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$431K -$72.6K -1,249 -13%
GWP
263
Gateway Wealth Partners
Wisconsin
$426K +$234K +4,028 +100%
MWM
264
Mission Wealth Management
California
$403K
PWAM
265
Private Wealth Asset Management
Iowa
$399K
ANTB
266
AMG National Trust Bank
Colorado
$396K
KIA
267
KCM Investment Advisors
California
$394K
ECM
268
Evergreen Capital Management
Washington
$393K +$39.3K +676 +10%
DWM
269
Destination Wealth Management
California
$389K +$8.71K +150 +2%
TWM
270
Tanglewood Wealth Management
Texas
$389K -$4.84M -83,248 -92%
IA
271
IAM Advisory
Pennsylvania
$387K +$425K +7,323 New
NCM
272
Novare Capital Management
North Carolina
$387K -$59.9K -1,031 -12%
AF
273
Apollon Financial
South Carolina
$382K -$81.3K -1,400 -16%
EW
274
Evoke Wealth
California
$382K
FPAS
275
Focus Partners Advisor Solutions
Missouri
$381K -$210K -3,607 -33%