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AKRE

Akre Focus ETF
AKRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
326
Clearstead Trust
Maine
$368K +$363K +5,612 New
CF
327
Claris Financial
Virginia
$365K +$361K +5,578 New
AFG
328
Arkansas Financial Group
Arkansas
$364K +$360K +5,559 New
SPC
329
Sigma Planning Corp
Michigan
$360K +$356K +5,501 New
GC
330
Garde Capital
Washington
$359K +$355K +5,476 New
CP
331
Covenant Partners
Tennessee
$359K +$354K +5,473 New
AGP
332
Aspire Growth Partners
Florida
$358K +$354K +5,467 New
EFA
333
Evernest Financial Advisors
Indiana
$357K +$403K +6,222 New
SMH
334
Sanders Morris Harris
Texas
$357K +$348K +5,372 New
CPA
335
Capital Planning Advisors
California
$356K +$352K +5,440 New
MA
336
Mutual Advisors
Nebraska
$352K +$348K +5,378 New
SG
337
StoneX Group
New York
$351K +$346K +5,347 New
AP
338
Appleton Partners
Massachusetts
$344K +$340K +5,251 New
EAM
339
Evanson Asset Management
California
$341K +$337K +5,208 New
SWM
340
SeaCrest Wealth Management
New York
$341K +$337K +5,203 New
CIA
341
Capital Investment Advisors
Georgia
$335K +$331K +5,114 New
CCAM
342
Cascades Capital Asset Management
North Carolina
$334K +$330K +5,093 New
CCA
343
Cora Capital Advisors
New Jersey
$333K +$329K +5,087 New
LJAC
344
L.J. Altfest & Co
New York
$331K +$328K +5,060 New
LP
345
LGL Partners
Pennsylvania
$330K +$326K +5,038 New
CFG
346
Cornerstone Financial Group
Nebraska
$329K +$325K +5,027 New
LWM
347
Lyell Wealth Management
California
$324K +$320K +4,950 New
ECAM
348
East Coast Asset Management
Massachusetts
$320K +$317K +4,889 New
AWM
349
Abound Wealth Management
Tennessee
$319K +$315K +4,862 New
NAS
350
Nicolet Advisory Services
Wisconsin
$315K +$311K +4,797 New
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