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AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Savant Capital
Illinois
$1.42M +$4.59K +79 +0.3%
CWMG
152
Compass Wealth Management (Georgia)
Georgia
$1.42M -$210K -3,619 -12%
SVWAG
153
Sound View Wealth Advisors Group
Georgia
$1.4M
RPGK
154
Retirement Planning Group (Kansas)
Kansas
$1.37M -$27.4K -471 -2%
BW
155
BIP Wealth
Georgia
$1.37M -$255K -4,382 -14%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$1.37M -$125K -2,157 -8%
LFA
157
Longview Financial Advisors
Alabama
$1.36M +$90.2K +1,552 +6%
SFS
158
Symphony Financial Services
Ohio
$1.32M -$43.9K -755 -3%
MWA
159
Medallion Wealth Advisors
Connecticut
$1.32M -$15.2K -262 -1%
BP
160
Ballentine Partners
Massachusetts
$1.31M -$47.5K -817 -3%
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$1.3M -$76K -1,309 -5%
FHA
162
Flagship Harbor Advisors
Massachusetts
$1.24M -$474K -8,154 -26%
AQR Capital Management
163
AQR Capital Management
Connecticut
$1.18M -$98.7K -1,699 -7%
CG
164
Caprock Group
Idaho
$1.17M -$872K -15,008 -40%
SC
165
SouthState Corp
Florida
$1.17M -$845K -14,545 -40%
EF
166
Empowered Funds
Pennsylvania
$1.16M +$1.28M +21,957 New
TWM
167
Tradition Wealth Management
Minnesota
$1.14M -$36.5K -629 -3%
RA
168
RFG Advisory
Alabama
$1.12M -$88.5K -1,524 -7%
MA
169
MONECO Advisors
Connecticut
$1.1M -$69K -1,187 -5%
Empower Advisory Group
170
Empower Advisory Group
Colorado
$1.08M -$205K -3,536 -15%
NAMNJ
171
NorthStar Asset Management (New Jersey)
New Jersey
$1.07M -$693K -11,929 -37%
SGCA
172
Steel Grove Capital Advisors
Tennessee
$1.05M -$177K -3,046 -13%
JIC
173
Joel Isaacson & Co
New York
$1.05M -$47.7K -821 -4%
Northern Trust
174
Northern Trust
Illinois
$1.03M -$1.63M -28,001 -59%
IWM
175
IHT Wealth Management
Illinois
$1.03M -$2.54M -43,759 -69%