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AKRE

Akre Focus ETF
AKRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
401
Salomon & Ludwin
Virginia
$48.3K – – –
HWA
402
Heritage Wealth Advisors
Virginia
$44.5K -$23.7K -439 -34%
WWM
403
Wolff Wiese Magana
California
$42.1K – – –
RIL
404
Rothschild Investment LLC
Illinois
$42.1K – – –
B
405
Bayban
Minnesota
$41.9K – – –
MEG
406
Millstone Evans Group
Colorado
$41.5K – – –
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.2K – – –
AAP
408
Arax Advisory Partners
Colorado
$35.9K -$60.9K -1,128 -63%
GA
409
GoalVest Advisory
New York
$34.8K -$4.75K -88 -12%
AT
410
Avalon Trust
New Mexico
$30.7K – – –
S
411
SignatureFD
Georgia
$30.1K +$30.5K +565 New
PMFA
412
Plante Moran Financial Advisors
Michigan
$28.1K +$28.5K +528 New
UB
413
UMB Bank
Missouri
$26.4K – – –
EWP
414
Elevation Wealth Partners
California
$25.7K – – –
CCMI
415
Creative Capital Management Investments
California
$25.3K – – –
AW
416
Avion Wealth
Texas
$25K – – –
FA
417
Financial Avengers
California
$24.5K – – –
TCOV
418
Trust Company of Vermont
Vermont
$23.5K +$23.9K +442 New
HIA
419
Harbor Investment Advisory
Maryland
$19.6K – – –
PGAM
420
Princeton Global Asset Management
New Jersey
$18.1K – – –
CPG
421
Cornerstone Planning Group
New Jersey
$17.8K -$6.27K -116 -26%
HC
422
Hurley Capital
New York
$17.6K – – –
GSWM
423
Golden State Wealth Management
California
$17.1K – – –
TCM
424
TD Capital Management
Tennessee
$16.4K – – –
OCWP
425
Owl Creek Wealth Partners
Colorado
$15.3K +$15.6K +288 New
15 16
17
18 19