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AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
151
Live Oak Private Wealth
North Carolina
$1.13M -$425K -7,858 -27%
RFA
152
Rollins Financial Advisors
New York
$1.09M -$1.03M -19,074 -48%
RFM
153
Royal Fund Management
Florida
$1.08M +$1.1M +20,392 New
TWM
154
Tradition Wealth Management
Minnesota
$1.08M -$64.5K -1,194 -6%
SGCA
155
Steel Grove Capital Advisors
Tennessee
$1.06M
VIP
156
Value Investment Professionals
New York
$1.06M -$949K -17,563 -47%
MA
157
MONECO Advisors
Connecticut
$1.04M -$67.1K -1,242 -6%
BCM
158
Becker Capital Management
Oregon
$1.04M
IA
159
IFG Advisory
Georgia
$1.03M +$860K +15,910 +467%
JWCA
160
J.W. Cole Advisors
Florida
$1,000K +$1.02M +18,797 New
CIC
161
Carnegie Investment Counsel
Ohio
$988K +$1M +18,579 New
CCFM
162
Clear Creek Financial Management
Washington
$974K -$604K -11,181 -38%
JIC
163
Joel Isaacson & Co
New York
$973K -$84.2K -1,558 -8%
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$969K -$412K -7,631 -30%
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$961K +$753K +13,935 +338%
CIA
166
Concurrent Investment Advisors
Florida
$943K +$261K +4,834 +38%
FFA
167
Farther Finance Advisors
California
$920K -$19.3K -357 -2%
EWM
168
Evercore Wealth Management
New York
$904K
PP
169
PDS Planning
Ohio
$902K -$8.32K -154 -0.9%
MW
170
Marble Wealth
Alabama
$900K -$40.6K -751 -4%
MCM
171
MAI Capital Management
Ohio
$895K +$458K +8,483 +102%
CAWM
172
Capital Advisors Wealth Management
Washington
$894K -$125K -2,310 -12%
JMFC
173
J.M. Forbes & Co
Massachusetts
$881K
AFG
174
Atomi Financial Group
New York
$877K -$5.4K -100 -0.6%
FFA
175
Founders Financial Alliance
North Carolina
$864K