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AKRE

Akre Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
176
Symphony Financial Services
Ohio
$1.68M +$1.66M +25,682 New
BP
177
Ballentine Partners
Massachusetts
$1.68M +$1.66M +25,581 New
HH
178
Hilltop Holdings
Texas
$1.67M +$1.65M +25,558 New
MWA
179
Medallion Wealth Advisors
Connecticut
$1.65M +$1.63M +25,144 New
LFA
180
Longview Financial Advisors
Alabama
$1.59M +$1.57M +24,260 New
Empower Advisory Group
181
Empower Advisory Group
Colorado
$1.58M +$1.56M +24,057 New
AQR Capital Management
182
AQR Capital Management
Connecticut
$1.57M +$1.56M +24,041 New
SGFG
183
Silver Grove Financial Group
New York
$1.52M +$1.5M +23,225 New
LWL
184
Leo Wealth LLC
Texas
$1.5M +$1.49M +22,970 New
SGCA
185
Steel Grove Capital Advisors
Tennessee
$1.5M +$1.48M +22,931 New
RA
186
RFG Advisory
Alabama
$1.49M +$1.48M +22,795 New
TWM
187
Tradition Wealth Management
Minnesota
$1.45M +$1.44M +22,175 New
MA
188
MONECO Advisors
Connecticut
$1.45M +$1.43M +22,074 New
Comerica Bank
189
Comerica Bank
Texas
$1.44M +$1.42M +21,915 New
JWCA
190
J.W. Cole Advisors
Florida
$1.41M +$1.41M +21,850 New
JIC
191
Joel Isaacson & Co
New York
$1.35M +$1.34M +20,677 New
JMFC
192
J.M. Forbes & Co
Massachusetts
$1.32M +$1.31M +20,212 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$1.28M +19,782 New
BCM
194
Becker Capital Management
Oregon
$1.28M +$1.26M +19,479 New
FAM
195
Frontier Asset Management
Wyoming
$1.26M +$1.25M +19,264 New
WH
196
Whitcomb & Hess
Ohio
$1.22M +$1.22M +18,871 New
AWM
197
Apollon Wealth Management
South Carolina
$1.22M +$1.2M +18,575 New
MWM
198
Mittelman Wealth Management
Massachusetts
$1.21M +$1.19M +18,409 New
JIC
199
Johnson Investment Counsel
Ohio
$1.2M +$1.19M +18,366 New
SA
200
Sanctuary Advisors
Indiana
$1.2M +$1.18M +18,248 New