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AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
76
Baker Tilly Wealth Management
Wisconsin
$5.13M
LIA
77
Lynx Investment Advisory
District of Columbia
$4.71M +$97.1K +1,672 +2%
IC
78
IEQ Capital
California
$4.71M -$68.7K -1,183 -1%
DC
79
Davenport & Co
Virginia
$4.65M +$563K +9,693 +12%
SQA
80
Simon Quick Advisors
New Jersey
$4.61M -$1.15M -19,766 -18%
MWM
81
Modera Wealth Management
New Jersey
$4.59M -$253K -4,347 -5%
EP
82
Ehrenkranz Partners
New York
$4.41M -$607K -10,447 -11%
SIG
83
Sargent Investment Group
Maryland
$4.35M -$611K -10,519 -11%
SWA
84
Stratos Wealth Advisors
Ohio
$4.14M -$5.46M -94,007 -55%
MWM
85
Meridian Wealth Management
Kentucky
$3.81M
AC
86
Annandale Capital
Texas
$3.8M -$1.55M -26,638 -27%
NA
87
NewEdge Advisors
Louisiana
$3.6M -$3.75M -64,582 -49%
VPP
88
Vertex Planning Partners
Illinois
$3.38M -$6.56K -113 -0.2%
RIM
89
Rockbridge Investment Management
New York
$3.3M
MML Investors Services
90
MML Investors Services
Massachusetts
$3.22M -$1.03M -17,675 -22%
EFS
91
Essex Financial Services
Connecticut
$3.15M +$220K +3,781 +7%
HWM
92
HB Wealth Management
Georgia
$3.06M +$3.36M +57,814 New
WANY
93
Wealthspire Advisors (New York)
New York
$3.03M -$96.4K -1,660 -3%
PFS
94
Prospera Financial Services
Texas
$3M -$5.39M -92,802 -62%
KC
95
Karras Company
Utah
$2.98M -$1.4M -24,148 -30%
BFG
96
Berger Financial Group
Minnesota
$2.97M -$432K -7,439 -12%
WLPWM
97
Walled Lake Planning & Wealth Management
Illinois
$2.94M +$3.23M +55,689 New
BF
98
BOK Financial
Oklahoma
$2.93M
MWM
99
Marion Wealth Management
Pennsylvania
$2.89M -$197K -3,388 -6%
EWA
100
EP Wealth Advisors
California
$2.88M -$87K -1,498 -3%