We are live on ! Find out more
AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lighthouse Wealth Management
Ohio
$8.45M -$6.85M -117,990 -42%
CWAG
52
Compton Wealth Advisory Group
Virginia
$8.04M -$47.5K -818 -0.5%
MHWM
53
Montz Harcus Wealth Management
Louisiana
$7.94M -$1.06M -18,260 -11%
PWM
54
Perigon Wealth Management
California
$7.81M -$647K -11,133 -7%
SPIA
55
Steward Partners Investment Advisory
New York
$7.78M -$500K -8,606 -6%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$7.53M -$473K -8,135 -5%
NIA
57
NBZ Investment Advisors
Tennessee
$7.47M -$8.83M -151,970 -52%
MCM
58
Mendel Capital Management
Arkansas
$7.23M +$7.95M +136,816 New
JCFM
59
JBR Co Financial Management
Oklahoma
$7.13M
JP Morgan Chase
60
JP Morgan Chase
New York
$7.1M +$7.17M +123,501 +963%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$7M -$2.82M -48,583 -27%
KAS
62
Kestra Advisory Services
Texas
$6.98M +$231K +3,974 +3%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$6.81M -$1.05M -18,130 -12%
QCM
64
Quantinno Capital Management
New York
$6.79M +$2.46M +42,406 +49%
MGIA
65
Moneta Group Investment Advisors
Missouri
$6.62M -$37.2K -640 -0.5%
CAL
66
Capital Advisors Ltd
Ohio
$6.6M -$1.43M -24,611 -16%
GS
67
GTS Securities
Florida
$6.59M +$6.63M +114,179 +1,092%
PCIA
68
Prime Capital Investment Advisors
Kansas
$6.43M -$324K -5,581 -4%
STA
69
Summit Trail Advisors
New York
$5.99M -$9.48M -163,124 -59%
ET
70
Equitable Trust
Tennessee
$5.83M -$2.67M -46,007 -29%
FWM
71
FFT Wealth Management
Pennsylvania
$5.83M -$2.05M -35,305 -24%
Creative Planning
72
Creative Planning
Kansas
$5.67M +$629K +10,827 +11%
Stifel Financial
73
Stifel Financial
Missouri
$5.56M -$7.43M -127,917 -55%
Truist Financial
74
Truist Financial
North Carolina
$5.52M -$804K -13,834 -12%
BFP
75
Beacon Financial Planning
Massachusetts
$5.42M -$1.84M -31,751 -24%