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AKRE

Akre Focus ETF
AKRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
426
Avalon Trust
New Mexico
$30.5K – – –
SIS
427
Sound Income Strategies
Florida
$30K – – –
UB
428
UMB Bank
Missouri
$26.3K +$28.9K +497 New
EWP
429
Elevation Wealth Partners
California
$25.6K – – –
CCMI
430
Creative Capital Management Investments
California
$25.2K – – –
AW
431
Avion Wealth
Texas
$25K – – –
FA
432
Financial Avengers
California
$24.4K – – –
CPG
433
Cornerstone Planning Group
New Jersey
$24.3K – – –
CFD
434
Creative Financial Designs
Indiana
$22.8K +$5.92K +102 +31%
MWA
435
Merkkuri Wealth Advisors
New York
$19.8K +$21.8K +375 New
KFAS
436
Keating Financial Advisory Services
Kansas
$19.7K -$61.6K -1,061 -74%
HIA
437
Harbor Investment Advisory
Maryland
$19.5K +$21.4K +369 New
PGAM
438
Princeton Global Asset Management
New Jersey
$18K – – –
HC
439
Hurley Capital
New York
$17.5K – – –
GSWM
440
Golden State Wealth Management
California
$17K – – –
TCM
441
TD Capital Management
Tennessee
$16.3K – – –
HAP
442
Harbor Asset Planning
Massachusetts
$14.5K – – –
WIM
443
Westside Investment Management
California
$13.7K – – –
DJSG
444
D.J. St. Germain
Massachusetts
$12.3K +$13.5K +233 New
KA
445
Kozak & Associates
Colorado
$11.8K – – –
BAM
446
Byrne Asset Management
New Jersey
$11.3K – – –
NFSG
447
Newbridge Financial Services Group
Florida
$9.72K – – –
KFP
448
Kerr Financial Planning
California
$9.41K – – –
SG
449
Sankala Group
Colorado
$9.39K – – –
CTC
450
Central Trust Company
Missouri
$7.72K – – –
16 17
18
19 20