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AKRE

Akre Focus ETF
AKRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
351
Legacy Advisors
Pennsylvania
$309K +$306K +4,722 New
CAG
352
Csenge Advisory Group
Florida
$308K +$305K +4,709 New
GVAG
353
Great Valley Advisor Group
Delaware
$307K +$304K +4,691 New
KA
354
Klingman & Associates
New York
$304K +$300K +4,640 New
OL
355
Owen LaRue
Kentucky
$303K +$300K +4,629 New
FDW
356
Fourth Dimension Wealth
Ohio
$300K +$296K +4,577 New
AIFS
357
A&I Financial Services
Colorado
$295K +$291K +4,500 New
DFA
358
DHJJ Financial Advisors
Illinois
$291K +$288K +4,445 New
FAT
359
First American Trust
California
$290K +$286K +4,424 New
GFG
360
Goldstone Financial Group
Illinois
$286K +$283K +4,373 New
CG
361
Cynosure Group
Utah
$285K +$282K +4,355 New
SFCL
362
Strengthening Families & Communities LLC
Massachusetts
$284K +$280K +4,330 New
DADC
363
D.A. Davidson & Co
Montana
$281K +$278K +4,287 New
RF
364
Rossby Financial
Florida
$275K +$272K +4,201 New
JC
365
JB Capital
Connecticut
$274K +$271K +4,180 New
BCWM
366
Bartlett & Co Wealth Management
Ohio
$268K +$265K +4,090 New
HAS
367
HBW Advisory Services
California
$264K +$261K +4,029 New
GWP
368
Gateway Wealth Partners
Wisconsin
$264K +$261K +4,028 New
FAM
369
Fenimore Asset Management
New York
$264K +$261K +4,027 New
WG
370
Welch Group
Alabama
$263K +$260K +4,018 New
DBIA
371
Dumont & Blake Investment Advisors
New Jersey
$263K +$260K +4,011 New
MWM
372
MGB Wealth Management
Texas
$261K +$258K +3,985 New
LSL
373
Legacy Solutions LLC
Pennsylvania
$260K +$257K +3,971 New
FPW
374
Flywheel Private Wealth
California
$260K +$256K +3,962 New
GJWM
375
Gilliland Jeter Wealth Management
Arkansas
$258K +$255K +3,944 New
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