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AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Harbour Investments
Wisconsin
$222K -$209K -3,601 -46%
JC
352
JB Capital
Connecticut
$221K
EWM
353
Empirical Wealth Management
Washington
$218K -$1.33M -22,886 -85%
Qube Research & Technologies (QRT)
354
Qube Research & Technologies (QRT)
United Kingdom
$218K +$240K +4,127 New
GVAG
355
Great Valley Advisor Group
Delaware
$217K -$34.2K -588 -13%
OS
356
Objectivity Squared
South Carolina
$217K -$751K -12,923 -76%
NB
357
Nicolet Bankshares
Wisconsin
$215K +$237K +4,088 New
DIA
358
Dana Investment Advisors
Wisconsin
$214K -$315K -5,422 -57%
MT
359
Midwest Trust
Kansas
$214K +$235K +4,043 New
FAM
360
Fenimore Asset Management
New York
$213K
WG
361
Welch Group
Alabama
$212K
BHIA
362
Birch Hill Investment Advisors
Massachusetts
$211K -$383K -6,593 -62%
KL
363
KilterHowling LLC
Colorado
$210K -$5.87M -101,114 -96%
LSL
364
Legacy Solutions LLC
Pennsylvania
$210K
GJWM
365
Gilliland Jeter Wealth Management
Arkansas
$208K
FSG
366
Financial Strategies Group
Michigan
$207K
JWM
367
JHP Wealth Management
Colorado
$206K
PFA
368
Pathway Financial Advisers
Indiana
$204K -$2.36M -40,684 -91%
DFA
369
DHJJ Financial Advisors
Illinois
$197K -$42.2K -726 -16%
BAM
370
Bellevue Asset Management
Washington
$195K +$215K +3,696 New
CA
371
CoreCap Advisors
Michigan
$194K +$213K +3,667 New
FDW
372
Fourth Dimension Wealth
Ohio
$191K -$55.9K -962 -21%
VR
373
Vision Retirement
New Jersey
$184K
LFG
374
Larson Financial Group
Missouri
$183K -$17.1K -294 -8%
IA
375
IFG Advisory
Georgia
$180K -$829K -14,265 -81%