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AKRE

Akre Focus ETF
AKRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FSG
376
Financial Strategies Group
Michigan
$256K +$249K +3,844 New
JWM
377
JHP Wealth Management
Colorado
$255K +$252K +3,900 New
CCA
378
Conservest Capital Advisors
Pennsylvania
$255K +$252K +3,899 New
SEA
379
Stegent Equity Advisors
Texas
$247K +$245K +3,778 New
HSA
380
HBK Sorce Advisory
Pennsylvania
$247K +$279K +4,302 New
LFG
381
Larson Financial Group
Missouri
$246K +$243K +3,751 New
HPIA
382
Hamilton Point Investment Advisors
North Carolina
$244K +$242K +3,732 New
CCM
383
Coldstream Capital Management
Washington
$243K +$240K +3,714 New
BEI
384
Benjamin Edwards Inc
Missouri
$243K +$240K +3,707 New
JC
385
JM2 Capital
Oklahoma
$233K +$230K +3,560 New
SFG
386
SNS Financial Group
Minnesota
$231K +$228K +3,520 New
VR
387
Vision Retirement
New Jersey
$228K +$226K +3,488 New
CCP
388
Clarkston Capital Partners
Michigan
$228K +$225K +3,475 New
LWM
389
Liberty Wealth Management
California
$228K +$225K +3,475 New
AWM
390
AE Wealth Management
Kansas
$228K +$225K +3,473 New
IF
391
IRON Financial
Illinois
$224K +$221K +3,419 New
AT
392
American Trust
Kentucky
$221K +$218K +3,373 New
MWMDPGFG
393
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$219K +$217K +3,348 New
JFG
394
JMG Financial Group
Illinois
$218K +$216K +3,334 New
APG
395
Abacus Planning Group
South Carolina
$213K +$210K +3,246 New
TFA
396
Toth Financial Advisory
Virginia
$212K +$209K +3,231 New
CFP
397
Curran Financial Partners
South Carolina
$211K +$209K +3,226 New
FNBT
398
FineMark National Bank & Trust
Florida
$207K +$205K +3,160 New
EIP
399
Essential Investment Partners
Colorado
$206K +$203K +3,139 New
SWA
400
Strategic Wealth Advisors
Arizona
$205K +$203K +3,130 New
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16
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