We are live on ! Find out more
AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
151
Bay Colony Advisors
Massachusetts
$2.24M +$2.21M +34,135 New
SS
152
Sunbelt Securities
Texas
$2.23M +$2.2M +33,983 New
CCFM
153
Clear Creek Financial Management
Washington
$2.13M +$2.11M +32,534 New
NAMNJ
154
NorthStar Asset Management (New Jersey)
New Jersey
$2.11M +$2.08M +32,191 New
OC
155
Oppenheimer & Co
New York
$2.09M +$2.06M +31,871 New
FHA
156
Flagship Harbor Advisors
Massachusetts
$2.07M +$2.04M +31,588 New
CAWM
157
Capital Advisors Wealth Management
Washington
$2.05M +$2.03M +31,286 New
KPWS
158
Kestra Private Wealth Services
Texas
$2.05M +$2.02M +31,251 New
CWMG
159
Compass Wealth Management (Georgia)
Georgia
$2M +$1.98M +30,552 New
OBWA
160
Oak Barrel Wealth Advisory
Virginia
$2M +$1.97M +30,501 New
BW
161
BIP Wealth
Georgia
$1.98M +$1.96M +30,234 New
CIA
162
Concurrent Investment Advisors
Florida
$1.93M +$1.9M +29,404 New
TWM
163
Topsail Wealth Management
North Carolina
$1.88M +$1.86M +28,735 New
Ameriprise
164
Ameriprise
Minnesota
$1.85M +$1.83M +28,291 New
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$1.83M +$1.81M +28,008 New
SC
166
Sapient Capital
Indiana
$1.83M +$1.79M +27,613 New
MIM
167
Macroview Investment Management
Maryland
$1.8M +$1.78M +27,500 New
CCWA
168
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M +$1.78M +27,425 New
EWM
169
Empirical Wealth Management
Washington
$1.77M +$1.75M +27,014 New
SC
170
Savant Capital
Illinois
$1.76M +$1.74M +26,866 New
SVWAG
171
Sound View Wealth Advisors Group
Georgia
$1.74M +$1.72M +26,565 New
RPGK
172
Retirement Planning Group (Kansas)
Kansas
$1.73M +$1.71M +26,444 New
RFS
173
RM Financial Services
Maine
$1.71M +$1.69M +26,173 New
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$1.69M +$1.67M +25,843 New
IA
175
IFP Advisors
Florida
$1.69M +$1.67M +25,812 New