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AKRE

Akre Focus ETF
AKRE

Name Holding Trade Value Shares
Change 		Change in
Stake
P
201
Pandowealth
Georgia
$698K – – –
BWA
202
BlueChip Wealth Advisors
Georgia
$684K -$64.9K -1,202 -9%
DFG
203
Demars Financial Group
Washington
$678K – – –
GCM
204
Gunpowder Capital Management
Maryland
$657K – – –
MWM
205
Modern Wealth Management
Kansas
$646K +$101K +1,877 +18%
AWM
206
Apollon Wealth Management
South Carolina
$643K -$258K -4,784 -28%
ZIC
207
ZWJ Investment Counsel
Georgia
$631K -$223K -4,127 -26%
WEG
208
World Equity Group
Illinois
$621K – – –
GIP
209
Greatmark Investment Partners
Georgia
$620K – – –
BFG
210
Bleakley Financial Group
New Jersey
$595K +$604K +11,179 New
MG
211
Mather Group
Illinois
$593K -$432K -8,005 -42%
HH
212
Hilltop Holdings
Texas
$590K -$409K -7,569 -41%
AWA
213
Arkadios Wealth Advisors
Georgia
$589K -$14.3K -265 -2%
OBWA
214
Oak Barrel Wealth Advisory
Virginia
$570K +$579K +10,714 New
RCM
215
Rockbridge Capital Management
Virginia
$570K +$217K +4,022 +60%
CA
216
Clearstead Advisors
Ohio
$567K -$1.66M -30,694 -74%
GT
217
Glenmede Trust
Pennsylvania
$562K – – –
NL
218
NWAM LLC
Washington
$561K +$191K +3,543 +51%
CA
219
Commerce Advisors
Tennessee
$555K -$13.6K -252 -2%
CW
220
CreativeOne Wealth
Kansas
$552K +$561K +10,382 New
WIA
221
World Investment Advisors
California
$550K – – –
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
$549K +$558K +10,320 New
TWM
223
Topsail Wealth Management
North Carolina
$544K -$400K -7,407 -42%
AG
224
AmeriFlex Group
Nevada
$541K -$84.5K -1,564 -13%
EA
225
Eclectic Associates
California
$532K -$400K -7,399 -43%
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9
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