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AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
401
Glassman Wealth Services
Virginia
$83.8K
WAS
402
Winch Advisory Services
Wisconsin
$73.4K
HWA
403
Heritage Wealth Advisors
Virginia
$67.4K
OCM
404
Orion Capital Management
California
$66.5K -$8.19K -141 -10%
FCAS
405
First Command Advisory Services
Texas
$64.8K +$71.3K +1,227 New
WB
406
Webster Bank
Connecticut
$64.3K +$70.7K +1,217 New
TCM
407
Tradewinds Capital Management
Washington
$63.3K
AFG
408
Albion Financial Group
Utah
$60K
LAM
409
Lummis Asset Management
Texas
$58K
PNC Financial Services Group
410
PNC Financial Services Group
Pennsylvania
$57.3K -$2.61K -45 -4%
GSEP
411
Golden State Equity Partners
California
$56K +$61.5K +1,059 New
SL
412
Salomon & Ludwin
Virginia
$47.3K -$1.98K -34 -4%
AWA
413
Acumen Wealth Advisors
Tennessee
$45.5K
FFL
414
Financial Freedom LLC
Ohio
$44K
WWM
415
Wolff Wiese Magana
California
$41.9K
RIL
416
Rothschild Investment LLC
Illinois
$41.9K
B
417
Bayban
Minnesota
$41.6K
MEG
418
Millstone Evans Group
Colorado
$41.2K
GA
419
GoalVest Advisory
New York
$39.3K +$43.2K +743 New
MA
420
MCF Advisors
Kentucky
$38.2K
RFP
421
Root Financial Partners
California
$37K -$36.2K -624 -47%
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.9K
FHC
423
First Horizon Corporation
Tennessee
$36K
ADL
424
Asset Dedication LLC
California
$33.8K
CI
425
CX Institutional
Indiana
$33K