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AKRE

Akre Focus ETF
AKRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
76
Annandale Capital
Texas
$6.45M +$6.38M +98,506 New
BTWM
77
Baker Tilly Wealth Management
Wisconsin
$6.36M +$6.28M +97,070 New
Creative Planning
78
Creative Planning
Kansas
$6.32M +$6.25M +96,506 New
EP
79
Ehrenkranz Partners
New York
$6.15M +$6.08M +93,942 New
RFA
80
Rollins Financial Advisors
New York
$6.15M +$6.08M +93,874 New
SIG
81
Sargent Investment Group
Maryland
$6.08M +$6.01M +92,801 New
SCM
82
SOL Capital Management
Maryland
$6.01M +$5.94M +91,754 New
MWM
83
Modera Wealth Management
New Jersey
$5.97M +$5.9M +91,122 New
TWM
84
Tanglewood Wealth Management
Texas
$5.94M +$5.87M +90,612 New
IC
85
IEQ Capital
California
$5.91M +$5.84M +90,281 New
LIA
86
Lynx Investment Advisory
District of Columbia
$5.73M +$5.66M +87,467 New
QCM
87
Quantinno Capital Management
New York
$5.63M +$5.57M +85,995 New
KC
88
Karras Company
Utah
$5.28M +$5.22M +80,578 New
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$5.19M +$5.12M +79,164 New
MML Investors Services
90
MML Investors Services
Massachusetts
$5.15M +$5.09M +78,632 New
DC
91
Davenport & Co
Virginia
$5.12M +$5.06M +78,205 New
CWM
92
Circle Wealth Management
New Jersey
$4.81M +$4.76M +73,452 New
VAMG
93
Voisard Asset Management Group
Michigan
$4.57M +$4.51M +69,723 New
AIM
94
Allen Investment Management
New York
$4.46M +$4.41M +68,101 New
VPP
95
Vertex Planning Partners
Illinois
$4.19M +$4.14M +63,996 New
BFG
96
Berger Financial Group
Minnesota
$4.17M +$4.12M +63,639 New
IWM
97
IHT Wealth Management
Illinois
$4.14M +$4.1M +63,261 New
RIM
98
Rockbridge Investment Management
New York
$4.09M +$4.04M +62,370 New
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$4.04M +$4M +61,742 New
BWM
100
BNB Wealth Management
Maryland
$4.03M +$3.98M +61,482 New
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