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AKRE

Akre Focus ETF
AKRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
326
SVB Wealth
Massachusetts
$229K -$54 -1 -0%
SEIA
327
Signature Estate & Investment Advisors
California
$229K -$249K -4,607 -52%
DBIA
328
Dumont & Blake Investment Advisors
New Jersey
$228K – – –
ASG
329
Advisory Solutions Group
Minnesota
$226K +$229K +4,242 New
CIA
330
Capital Investment Advisors
Georgia
$225K -$47.6K -882 -17%
CCAM
331
Cascades Capital Asset Management
North Carolina
$223K -$42.8K -792 -16%
JC
332
JB Capital
Connecticut
$222K – – –
BCWM
333
Bartlett & Co Wealth Management
Ohio
$218K – – –
IP
334
Indivisible Partners
Florida
$217K -$232K -4,286 -51%
SGFG
335
Silver Grove Financial Group
New York
$216K -$20.3K -375 -8%
FAM
336
Fenimore Asset Management
New York
$214K – – –
WG
337
Welch Group
Alabama
$214K – – –
GVAG
338
Great Valley Advisor Group
Delaware
$213K -$5.4K -100 -2%
BHIA
339
Birch Hill Investment Advisors
Massachusetts
$213K – – –
CP
340
Capital Planning
Washington
$213K -$117K -2,173 -35%
OC
341
Oppenheimer & Co
New York
$212K -$14.9K -275 -6%
BTI
342
Blue Trust Inc
Georgia
$211K +$99.7K +1,845 +87%
LSL
343
Legacy Solutions LLC
Pennsylvania
$211K – – –
FSG
344
Financial Strategies Group
Michigan
$211K – – –
GJWM
345
Gilliland Jeter Wealth Management
Arkansas
$210K – – –
MT
346
Midwest Trust
Kansas
$209K -$6.38K -118 -3%
MAM
347
MMA Asset Management
Pennsylvania
$208K -$18.9K -350 -8%
CW
348
CrossGen Wealth
North Carolina
$206K -$19.7K -364 -9%
ANTB
349
AMG National Trust Bank
Colorado
$206K -$196K -3,633 -48%
SWA
350
Strategic Wealth Advisors
Arizona
$205K – – –
12 13
14
15 16