Invesco Rafi US 1000 ETFPRFETF
13F holders, Q1 2024 (March 31)483holders
2famous investors
$38.40avg. 13F price*
At the end of Q1 2024, 483 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($927.0M), Bank of America Corp. ($416.9M) and Ameriprise Financial Inc. ($243.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Rafi US 1000 ETF
- CUSIP
- 46137V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $9.6M |
| Exits | 16 | $9.6M |
Ownership 483 holders
| Charles Schwab Investment Advisory, Inc. | 1.27% | Reduce -5.0% | 24,096,157 | $927.0M |
| Bank of America Corp. | 0.04% | Add +0.2% | 10,836,139 | $416.9M |
| Ameriprise Financial Inc. | 0.07% | Reduce -13.6% | 6,321,939 | $243.2M |
| PNC Financial Services Group, Inc. | 0.15% | Add +0.9% | 5,514,845 | $212.2M |
| RFG Advisory, LLC | 7.10% | Add +3.8% | 5,424,976 | $208.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.2% | 4,862,065 | $187.0M |
| Waverly Advisors, LLC | 3.98% | Reduce -3.3% | 4,393,572 | $169.0M |
| Invesco Ltd. | 0.03% | Reduce -6.0% | 3,844,551 | $147.9M |
| Mariner, LLC | 0.23% | Add +1282.0% | 2,867,299 | $110.3M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -6.5% | 2,718,829 | $104.6M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -0.4% | 2,640,608 | $101.6M |
| LPL Financial LLC | 0.05% | Add +4.3% | 2,401,409 | $92.4M |
| Morgan Stanley | 0.01% | Add +0.2% | 2,187,881 | $84.2M |
| Arbor Investment Advisors, LLC | 12.29% | Reduce -0.8% | 2,182,495 | $84.0M |
| Linscomb Wealth, Inc. | 4.16% | Add +0.6% | 2,102,481 | $80.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -3.1% | 1,852,097 | $71.3M |
| D.A. Davidson & Co. | 0.57% | Reduce -3.6% | 1,636,807 | $63.0M |
| Kestra Advisory Services, LLC | 0.42% | Add +22.1% | 1,623,078 | $62.4M |
| Wells Fargo & Company | 0.02% | Add +2.4% | 1,618,877 | $62.3M |
| Relative Value Partners Group, LLC | 3.03% | Reduce -1.7% | 1,359,724 | $48.2M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 1,250,427 | $48.1M |
| Synovus Financial Corp. | 0.62% | Add +3.8% | 1,234,632 | $47.5M |
| McIlrath & Eck, LLC | 6.93% | Reduce -13.8% | 1,136,263 | $43.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6.88% | Reduce -1.2% | 1,084,185 | $41.7M |
| Callan Capital, LLC | 3.45% | Reduce -0.3% | 1,019,526 | $39.2M |
| Osaic Holdings, Inc. | 0.08% | Reduce -26.4% | 961,591 | $37.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.01% | Reduce -1.2% | 857,350 | $33.0M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -39.6% | 841,458 | $32.4M |
| UBS Group AG | 0.01% | Reduce -1.8% | 786,265 | $30.2M |
| Equitable Holdings, Inc. | 0.34% | Reduce -13.1% | 781,168 | $30.1M |
| Pinnacle Financial Group, LLC / IL | 12.54% | Reduce -0.2% | 742,207 | $28.6M |
| Klingman & Associates, LLC | 1.99% | Reduce -1.8% | 719,880 | $27.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 636,430 | $24.5M |
| Cetera Investment Advisers | 0.06% | Add +337.7% | 622,795 | $24.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.60% | Reduce -1.1% | 610,011 | $23.5M |
| Flynn Zito Capital Management, LLC | 12.12% | Add +0.7% | 609,804 | $23.5M |
| Rothschild Investment LLC | 1.62% | Add +0.8% | 581,588 | $22.4M |
| Garrett Wealth Advisory Group, LLC | 8.77% | Add +1.3% | 556,662 | $21.4M |
| Pathstone Holdings, LLC | 0.10% | Reduce -0.0% | 531,741 | $20.5M |
| Geller Advisors LLC | 1.58% | Add +3534.7% | 504,974 | $19.4M |
| Wharton Business Group, LLC | 0.91% | Reduce -12.2% | 493,135 | $19.0M |
| Saxon Interests, Inc. | 8.92% | Add +0.2% | 486,417 | $18.7M |
| Truist Financial Corp. | 0.03% | Add +0.4% | 481,791 | $18.5M |
| Mercer Global Advisors Inc. | 0.05% | Add +4.6% | 481,192 | $18.5M |
| Raymond James & Associates | 0.01% | Add +3.5% | 473,597 | $18.2M |
| Charles Schwab Trust Co | 1.72% | Reduce -8.2% | 472,153 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +6.9% | 471,850 | $18.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -9.0% | 470,982 | $18.1M |
| Pettinga Financial Advisors LLC | 4.10% | Reduce -4.5% | 418,161 | $16.1M |
| Breakwater Capital Group | 3.61% | Add +3.5% | 372,868 | $14.3M |
| Ted Buchan & Co | 8.66% | Reduce -0.8% | 366,377 | $14.1M |
| Glenmede Trust Co. NA | 0.07% | Reduce -21.4% | 354,059 | $13.6M |
| Captrust Financial Advisors | 0.05% | Add +0.3% | 351,566 | $13.5M |
| Boulder Wealth Advisors, LLC | 8.19% | — | 343,589 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +2.7% | 336,658 | $13.0M |
| Allworth Financial LP | 0.09% | Reduce -5.3% | 330,262 | $12.7M |
| Baker Ellis Asset Management LLC | 1.88% | Reduce -0.6% | 327,867 | $12.6M |
| JNBA Financial Advisors | 1.26% | Reduce -24.8% | 311,518 | $12.0M |
| Compass Financial Group, Inc. | 6.21% | Reduce -0.5% | 302,922 | $11.7M |
| Corient Private Wealth LP | 0.02% | Add +7.7% | 302,727 | $11.6M |
| Clear Harbor Asset Management, LLC | 1.02% | Add +1.1% | 301,128 | $11.6M |
| Rodgers & Associates, LTD | 1.48% | Reduce -5.1% | 300,005 | $11.5M |
| Wealthspire Retirement, LLC | 0.97% | Add +9.6% | 293,229 | $11.3M |
| Osborne Partners Capital Management, LLC | 0.67% | Reduce -5.7% | 282,604 | $10.9M |
| Montz Harcus Wealth Management LLC | 6.45% | Add +1.3% | 247,682 | $9.5M |
| World Investment Advisors | 1.36% | Reduce -4.1% | 247,650 | $9.5M |
| MML Investors Services, LLC | 0.04% | Add +5.0% | 235,188 | $9.0M |
| Private Ocean, LLC | 0.91% | Reduce -0.7% | 223,159 | $8.6M |
| Avantax Advisory Services, Inc. | 0.07% | Add +0.3% | 218,327 | $8.4M |
| Arlington Financial Advisors, LLC | 1.79% | Reduce -6.4% | 211,808 | $8.1M |
| Ieq Capital, LLC | 0.12% | Add +0.0% | 208,925 | $8.0M |
| Journey Advisory Group, LLC | 0.94% | Reduce -1.2% | 197,573 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +5.0% | 195,428 | $7.5M |
| Resonant Capital Advisors, LLC | 0.62% | Reduce -0.6% | 189,396 | $7.3M |
| Wimmer Associates 1, LLC | 3.80% | Reduce -1.9% | 187,744 | $7.2M |
| Trinity Legacy Partners, LLC | 2.05% | Add +122.1% | 182,302 | $7.0M |
| Creative Capital Management Investments LLC | 3.62% | Reduce -0.5% | 182,162 | $7.0M |
| Creative Planning | 0.01% | Add +10.8% | 178,278 | $6.9M |
| Cerity Partners LLC | 0.02% | Reduce -1.8% | 172,356 | $6.6M |
| Perigon Wealth Management, LLC | 0.20% | Add +11.1% | 168,579 | $6.5M |
| Lido Advisors, LLC | 0.06% | Add +1.9% | 162,480 | $6.3M |
| Marion Wealth Management | 1.81% | Add +1.9% | 157,721 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.1% | 151,537 | $5.8M |
| Bouvel Investment Partners, LLC | 2.44% | Reduce -3.4% | 146,777 | $5.6M |
| Ellevest, Inc. | 0.33% | No change | 136,925 | $5.3M |
| Blair William & Co. | 0.02% | Reduce -0.1% | 135,854 | $5.2M |
| Cornerstone Advisory, LLC | 0.73% | Reduce -1.1% | 133,819 | $5.1M |
| Hirtle & Co., LLC | 0.24% | No change | 125,000 | $4.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +1.7% | 124,779 | $4.8M |
| Market Street Wealth Management Advisors LLC | 0.84% | Reduce -5.0% | 123,789 | $4.8M |
| Precedent Wealth Partners, LLC | 1.90% | Reduce -16.7% | 114,939 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.3% | 113,352 | $4.4M |
| FMR LLC | 0.00% | Add +28.2% | 111,494 | $4.3M |
| Legacy Private Trust Co. | 0.30% | Reduce -8.3% | 107,039 | $4.1M |
| Obsidian Personal Planning Solutions LLC | 2.66% | Reduce -1.9% | 110,167 | $4.1M |
| Cidel Asset Management Inc. | 0.31% | Reduce -4.0% | 105,308 | $4.1M |
| New England Private Wealth Advisors LLC | 0.69% | Add +0.2% | 102,160 | $3.9M |
| Laurel Wealth Advisors LLC | 0.65% | Add +2.1% | 98,086 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Reduce -4.0% | 96,800 | $3.7M |
| Unique Wealth Strategies, LLC | 1.82% | Reduce -46.8% | 96,722 | $3.7M |
| Capital Market Strategies LLC | 2.84% | Reduce -2.2% | 96,508 | $3.7M |
| KWB Wealth | 0.50% | Reduce -10.0% | 95,805 | $3.7M |
| Johnson & White Wealth Management, LLC | 2.56% | Add +5.7% | 91,458 | $3.5M |
| Renaissance Technologies | 0.01% | Reduce -3.1% | 89,200 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.8% | 87,400 | $3.4M |
| Yoder Wealth Management, Inc. | 2.16% | Reduce -4.2% | 85,973 | $3.3M |
| Citadel Advisors | 0.00% | Add +61.9% | 84,991 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | No change | 82,200 | $3.2M |
| Security Financial Services, INC. | 0.71% | Reduce -3.1% | 81,907 | $3.2M |
| FDx Advisors, Inc. | 0.47% | Reduce -5.7% | 81,339 | $3.1M |
| Sigma Investment Counselors Inc. | 0.20% | Reduce -1.7% | 80,103 | $3.1M |
| Focus Partners Wealth | 0.02% | Add +486.9% | 78,850 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.4% | 77,648 | $3.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 75,320 | $2.9M |
| Rollins Financial Advisors, LLC | 0.55% | Add +4.8% | 75,305 | $2.9M |
| One Wealth Map LLC | 1.87% | Reduce -17.5% | 76,612 | $2.8M |
| Essex Financial Services, Inc. | 0.25% | Add +48.9% | 71,178 | $2.7M |
| Glen Eagle Advisors, LLC | 0.49% | Add +1.3% | 66,846 | $2.6M |
| Sigma Planning Corp | 0.08% | Add +158.3% | 66,284 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +558.3% | 65,829 | $2.5M |
| JFS Wealth Advisors, LLC | 0.20% | Reduce -0.7% | 65,610 | $2.5M |
| Sheets Smith Wealth Management | 0.28% | Add +0.2% | 64,142 | $2.5M |
| Institute for Wealth Management, LLC. | 0.31% | Reduce -0.5% | 62,670 | $2.4M |
| Spectrum Wealth Counsel, LLC | 0.29% | No change | 62,375 | $2.4M |
| Arkadios Wealth Advisors | 0.18% | Reduce -4.0% | 61,179 | $2.4M |
| WMS Partners, LLC | 0.16% | No change | 59,665 | $2.3M |
| Northwest Bancshares, Inc. | 0.36% | Reduce -4.8% | 59,514 | $2.3M |
| Smith Salley Wealth Management | 0.18% | No change | 59,400 | $2.3M |
| Haverford Trust Co | 0.02% | Reduce -4.6% | 58,840 | $2.3M |
| Three Bridge Wealth Advisors, LLC | 0.89% | Reduce -5.6% | 58,674 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +0.5% | 58,211 | $2.2M |
| Summit Financial, LLC | 0.13% | Reduce -2.4% | 57,213 | $2.2M |
| US Bancorp \de | 0.00% | Add +8.6% | 56,649 | $2.2M |
| Prudential PLC | 0.02% | Add +3.9% | 54,267 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +10.0% | 52,161 | $2.0M |
| Montag A & Associates Inc. | 0.10% | No change | 52,130 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +9.0% | 50,968 | $2.0M |
| Cahill Wealth Management, LLC | 1.11% | Reduce -3.1% | 49,370 | $1.9M |
| Bell Investment Advisors, Inc | 0.37% | Reduce -0.1% | 49,331 | $1.9M |
| Financial Advocates Investment Management | 0.11% | Add +0.1% | 48,450 | $1.9M |
| Comerica Bank | 0.01% | Reduce -0.3% | 46,715 | $1.8M |
| Great Lakes Advisors, LLC | 0.02% | No change | 46,500 | $1.8M |
| Verum Partners LLC | 0.63% | Reduce -0.3% | 46,390 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +529.0% | 44,851 | $1.7M |
| Ballentine Partners, LLC | 0.03% | Add +0.0% | 44,674 | $1.7M |
| McNamara Financial Services, Inc. | 0.36% | Reduce -1.7% | 43,772 | $1.7M |
| Connectus Wealth, LLC | 0.05% | Reduce -10.5% | 43,433 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Add +3.1% | 42,063 | $1.6M |
| West Financial Advisors, LLC | 0.35% | Reduce -6.0% | 41,940 | $1.6M |
| Jacobi Capital Management LLC | 0.15% | Add +7.0% | 41,185 | $1.6M |
| Novare Capital Management LLC | 0.14% | Reduce -5.0% | 40,475 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +0.2% | 40,387 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.6% | 40,249 | $1.5M |
| Fsa Wealth Partners, Inc. | 0.38% | Reduce -3.6% | 39,268 | $1.5M |
| M Holdings Securities, Inc. | 0.25% | Reduce -4.5% | 38,920 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +5.3% | 38,710 | $1.5M |
| Rather & Kittrell, Inc. | 0.44% | Reduce -2.0% | 37,912 | $1.5M |
| Allen Capital Group, LLC | 0.21% | No change | 37,798 | $1.5M |
| MAI Capital Management | 0.02% | Add +107.9% | 37,587 | $1.4M |
| NorthCoast Asset Management LLC | 0.02% | Add +29.3% | 37,475 | $1.4M |
| Shakespeare Wealth Management, LLC | 0.42% | Add +3.1% | 37,417 | $1.4M |
| Sterling Financial Planning, Inc. | 0.57% | Reduce -7.2% | 36,653 | $1.4M |
| OMNI 360 Wealth, Inc. | 1.16% | Add +7.0% | 36,370 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +31.7% | 36,234 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 36,177 | $1.4M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -4.9% | 35,102 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Add +3.1% | 34,640 | $1.3M |
| Burt Wealth Advisors | 0.33% | Add +3.1% | 33,685 | $1.3M |
| Fairman Group, LLC | 1.19% | Add +0.3% | 32,646 | $1.3M |
| Addison Advisors LLC | 0.42% | Reduce -2.3% | 31,505 | $1.2M |
| Detalus Advisors, LLC | 0.43% | Reduce -0.4% | 31,368 | $1.2M |
| Cooper Financial Group | 0.20% | Reduce -0.9% | 31,343 | $1.2M |
| Diversified Portfolios, Inc. | 0.17% | No change | 31,325 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | No change | 30,920 | $1.2M |
| Balentine LLC | 0.04% | Reduce -0.1% | 30,683 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.6% | 30,198 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.12% | Add +7.0% | 29,920 | $1.2M |
| Edge Financial Advisors LLC | 1.01% | — | 29,772 | $1.1M |
| Cannon Financial Strategists, Inc. | 0.22% | No change | 29,280 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Add +24.8% | 28,740 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.0% | 28,716 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +9.3% | 28,351 | $1.1M |
| Colorado Capital Management, Inc. | 0.63% | No change | 28,258 | $1.1M |
| EnRich Financial Partners LLC | 0.39% | Reduce -2.3% | 27,025 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.8% | 26,700 | $1.0M |
| Center for Financial Planning, Inc. | 0.15% | Reduce -0.8% | 26,030 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +0.9% | 25,631 | $986K |
| Carolinas Wealth Consulting LLC | 0.19% | Add +500.3% | 123,101 | $986K |
| AIMZ Investment Advisors, LLC | 0.36% | No change | 25,000 | $962K |
| Wealthspan Partners, LLC | 0.56% | Reduce -7.6% | 24,925 | $959K |
| Austin Wealth Management, LLC | 0.23% | No change | 24,575 | $941K |
| Austin Asset Management Co Inc | 0.21% | No change | 24,266 | $934K |
| Cwm, LLC | 0.00% | Reduce -38.0% | 24,049 | $925K |
| Householder Group Estate & Retirement Specialist, LLC | 0.28% | Add +0.4% | 24,037 | $925K |
| Ancora Advisors LLC | 0.02% | Reduce -4.4% | 23,755 | $914K |
| Kaydan Wealth Management, Inc. | 0.31% | No change | 23,355 | $898K |
| Savant Capital, LLC | 0.01% | Add +20.3% | 22,705 | $873K |
| Brighton Jones LLC | 0.03% | Add +24.4% | 22,479 | $865K |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -1.3% | 22,470 | $864K |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.1% | 22,423 | $863K |
| Choreo, LLC | 0.02% | Add +5.4% | 22,090 | $850K |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -5.1% | 22,022 | $847K |
| Solitude Financial Services | 0.38% | Reduce -27.4% | 21,261 | $818K |
| Abbrea Capital, LLC | 0.10% | No change | 20,435 | $786K |
| Regions Financial Corp. | 0.01% | Add +44.1% | 20,425 | $786K |
| Merit Financial Group, LLC | 0.02% | Add +9.7% | 21,040 | $784K |
| WealthShield Partners, LLC | 0.13% | Reduce -1.3% | 20,245 | $779K |
| SC&H Financial Advisors, Inc. | 0.20% | Add +0.2% | 20,160 | $776K |
| Cadence Bank | 0.06% | Add +8.6% | 20,154 | $775K |
| Summit Place Financial Advisors, LLC | 0.45% | No change | 20,000 | $769K |
| Evercore Wealth Management, LLC | 0.01% | No change | 19,904 | $766K |
| Apexium Financial, LP | 0.06% | Reduce -0.5% | 19,777 | $761K |
| Sinecera Capital, LLC | 1.05% | No change | 19,592 | $754K |
| Sovereign Financial Group, Inc. | 0.20% | Add +0.7% | 19,408 | $747K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -26.4% | 19,187 | $738K |
| Cibc World Market Inc. | 0.00% | Add +0.4% | 19,182 | $738K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -3.2% | 19,164 | $737K |
| Paulson Wealth Management Inc. | 0.21% | No change | 18,835 | $725K |
| Almanack Investment Partners, LLC. | 0.12% | No change | 18,530 | $713K |
| SkyView Investment Advisors, LLC | 0.13% | New | 18,460 | $710K |
| WealthPLAN Partners, LLC | 0.07% | Add +0.9% | 18,144 | $698K |
| Crestone Asset Management LLC | 0.14% | New | 18,100 | $696K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.1% | 17,215 | $662K |
| West Coast Financial LLC | 0.08% | Reduce -7.2% | 17,210 | $662K |
| Echo Wealth Management, LLC | 0.55% | Reduce -16.5% | 17,193 | $661K |
| Western Wealth Management, LLC | 0.05% | Add +1.0% | 17,053 | $656K |
| Spire Wealth Management | 0.01% | Reduce -2.7% | 16,202 | $623K |
| Brown Advisory Inc. | 0.00% | No change | 16,065 | $618K |
| Gratus Capital, LLC | 0.03% | Reduce -10.3% | 15,831 | $609K |
| Willow Creek Wealth Management Inc. | 0.07% | No change | 15,805 | $608K |
| Pillar Wealth Advisors, LLC | 0.46% | No change | 15,760 | $606K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 15,336 | $590K |
| Fortitude Family Office, LLC | 0.40% | No change | 15,290 | $588K |
| Perennial Investment Advisors, LLC | 0.09% | No change | 15,199 | $585K |
| Pinnacle Financial Partners Inc | 0.01% | Add +11.5% | 15,191 | $584K |
| Quadcap Wealth Management, LLC | 0.13% | No change | 15,000 | $577K |
| Legacy Financial Group LLC | 0.12% | New | 15,000 | $577K |
| GSG Advisors LLC | 0.21% | No change | 14,723 | $561K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | No change | 14,555 | $560K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 14,444 | $556K |
| Firestone Capital Management | 0.15% | New | 14,260 | $549K |
| Foster & Motley Inc. | 0.04% | Reduce -1.9% | 14,202 | $546K |
| RIA Advisory Group LLC | 0.22% | New | 13,928 | $536K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -7.4% | 14,282 | $532K |
| Larson Financial Group LLC | 0.04% | Reduce -7.5% | 13,821 | $532K |
| EP Wealth Advisors, LLC | 0.01% | Add +17.1% | 13,696 | $527K |
| Lion Street Advisors, LLC | 0.21% | No change | 14,780 | $520K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -7.6% | 13,356 | $514K |
| Raymond James Trust N.A. | 0.01% | Reduce -35.4% | 13,340 | $513K |
| Truefg, LLC | 0.19% | No change | 13,175 | $507K |
| Welch Group, LLC | 0.02% | Add +13.0% | 12,882 | $496K |
| CRA Financial Services, LLC | 0.11% | No change | 12,843 | $494K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 12,805 | $493K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2123.5% | 12,674 | $488K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -2.1% | 12,405 | $477K |
| Evergreen Capital Management LLC | 0.02% | No change | 12,383 | $476K |
| Sandbox Financial Partners, LLC | 0.20% | Add +0.3% | 12,363 | $476K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 12,315 | $474K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 12,207 | $470K |
| Robinson Smith Wealth Advisors LLC | 0.45% | No change | 12,193 | $469K |
| Bank of Montreal | 0.00% | Reduce -8.2% | 12,047 | $464K |
| Busey Bank | 0.02% | No change | 12,055 | $464K |
| Stage Harbor Financial, LLC | 0.41% | No change | 11,846 | $456K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 11,780 | $453K |
| Confluence Wealth Services, Inc. | 0.04% | Add +18.3% | 11,308 | $435K |
| Valley National Advisers Inc. | 0.07% | No change | 11,304 | $434K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 11,130 | $428K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 11,005 | $423K |
| LJI Wealth Management, LLC | 0.11% | No change | 11,000 | $423K |
| Weatherly Asset Management L. P. | 0.04% | No change | 10,933 | $421K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 10,866 | $418K |
| 1900 Wealth Management LLC | 0.04% | No change | 10,855 | $418K |
| First Trust Direct Indexing L.P. | 0.03% | New | 10,854 | $418K |
| Scotia Capital Inc. | 0.00% | Reduce -61.3% | 10,838 | $417K |
| Morling Financial Advisors, LLC | 0.24% | New | 10,820 | $416K |
| Blue Fin Capital, Inc. | 0.09% | No change | 10,476 | $403K |
| Townsquare Capital LLC | 0.01% | New | 10,465 | $403K |
| Roundview Capital LLC | 0.03% | Reduce -1.2% | 10,240 | $394K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 10,199 | $392K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +0.2% | 10,201 | $392K |
| Syverson Strege & Co | 0.14% | Reduce -1.1% | 9,797 | $377K |
| Paragon Capital Management Ltd | 0.07% | New | 9,635 | $371K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.4% | 9,557 | $368K |
| National Bank of Canada | 0.00% | Add +5.5% | 9,535 | $363K |
| Salem Investment Counselors Inc. | 0.01% | No change | 9,300 | $358K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 9,239 | $355K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -3.1% | 9,195 | $354K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.3% | 9,119 | $351K |
| Peninsula Wealth, LLC | 0.07% | No change | 9,000 | $346K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 9,000 | $346K |
| Tradition Wealth Management, LLC | 0.04% | No change | 8,975 | $345K |
| Sightline Wealth Advisors, LLC | 0.23% | Add +0.4% | 8,942 | $344K |
| Glassman Wealth Services | 0.07% | No change | 8,898 | $342K |
| Aprio Wealth Management, LLC | 0.07% | Add +12.0% | 8,855 | $341K |
| Mather Group, Llc. | 0.01% | No change | 9,637 | $339K |
| HM Payson & Co. | 0.01% | No change | 8,700 | $335K |
| Davidson Trust Co. | 0.19% | Reduce -5.4% | 8,692 | $334K |
| Financial Alternatives, Inc | 0.26% | No change | 8,652 | $333K |
| Exchange Capital Management, Inc. | 0.05% | No change | 8,580 | $330K |
| NWK Group, Inc. | 0.15% | No change | 8,500 | $327K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -3.1% | 8,429 | $324K |
| Fifth Third Bancorp | 0.00% | Add +4.6% | 8,420 | $324K |
| Steph & Co. | 0.11% | Reduce -3.7% | 8,370 | $322K |
| First Nebraska Trust Co | 0.03% | Reduce -3.5% | 8,305 | $319K |
| Retirement Planning Group, LLC | 0.02% | No change | 8,250 | $317K |
| Claro Advisors Inc. | 0.06% | No change | 8,210 | $316K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 7,995 | $308K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -20.0% | 7,810 | $300K |
| Advisory Services Network, LLC | 0.01% | Add +8.8% | 7,705 | $296K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -5.5% | 7,686 | $296K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +200.0% | 7,500 | $289K |
| Old Port Advisors | 0.09% | No change | 7,465 | $287K |
| FineMark National Bank & Trust | 0.01% | No change | 7,430 | $286K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +0.4% | 7,400 | $285K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.0% | 7,396 | $285K |
| Collaborative Wealth Managment Inc. | 0.14% | No change | 7,365 | $283K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,500 | $280K |
| Certified Advisory Corp | 0.04% | Add +7.8% | 6,955 | $268K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Add +13.1% | 6,945 | $267K |
| Intrua Financial, LLC | 0.04% | Reduce -2.9% | 6,925 | $266K |
| Forum Private Client Group LLC | 0.13% | No change | 6,851 | $264K |
| Efficient Frontier Advisors LLC | 0.21% | Add +0.4% | 6,640 | $261K |
| Hara Capital LLC | 0.16% | No change | 6,760 | $260K |
| AE Wealth Management LLC | 0.00% | Reduce -88.0% | 6,723 | $259K |
| Mayfair Advisory Group, LLC | 0.19% | No change | 6,715 | $258K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -10.6% | 6,888 | $257K |
| Parallel Advisors, LLC | 0.01% | No change | 6,665 | $256K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -14.6% | 6,577 | $253K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 6,515 | $251K |
| MBA Advisors LLC | 0.13% | Reduce -13.4% | 6,485 | $249K |
| BlackRock Inc. | 0.00% | No change | 6,325 | $243K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6797.8% | 6,208 | $239K |
| WealthBridge Capital Management, LLC | 0.08% | Add +0.1% | 6,158 | $237K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 6,150 | $237K |
| Prudential Financial Inc. | 0.00% | New | 6,127 | $236K |
| Capital Investment Advisors, LLC | 0.01% | New | 6,035 | $232K |
| Trust Co. of Toledo NA | 0.04% | No change | 6,000 | $231K |
| HCR Wealth Advisors | 0.04% | No change | 6,000 | $231K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.3% | 5,989 | $230K |
| Koshinski Asset Management, Inc. | 0.02% | New | 5,880 | $226K |
| Laurel Wealth Planning LLC | 0.15% | No change | 5,844 | $225K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 5,780 | $222K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -32.0% | 5,725 | $220K |
| Adero Partners, LLC | 0.02% | No change | 5,700 | $219K |
| Breakwater Investment Management | 0.10% | — | 5,600 | $215K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 5,560 | $214K |
| First Long Island Investors, LLC | 0.02% | New | 5,500 | $212K |
| Retirement Income Solutions, Inc. | 0.05% | New | 5,465 | $210K |
| Tilson Financial Group, Inc. | 0.11% | New | 5,445 | $209K |
| Allegheny Financial Group | 0.06% | Reduce -9.6% | 5,271 | $203K |
| Neuberger Berman Group LLC | 0.00% | Reduce -14.9% | 5,268 | $203K |
| Midwest Financial Group LLC | 0.14% | New | 5,256 | $202K |
| M&T Bank Corp | 0.00% | New | 5,245 | $202K |
| Prairiewood Capital, LLC | 0.09% | New | 5,241 | $202K |
| Brookstone Capital Management | 0.00% | New | 5,235 | $201K |
| Harbour Investments, Inc. | 0.01% | No change | 5,230 | $201K |
| Pinnacle Associates Ltd. | 0.00% | New | 5,227 | $201K |
| Tidemark, LLC | 0.11% | Reduce -18.6% | 5,196 | $200K |
| Principal Securities, Inc. | 0.01% | New | 5,190 | $200K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 4,890 | $188K |
| Hoese & Co LLP | 0.17% | No change | 5,020 | $185K |
| Armor Investment Advisors, LLC | 0.09% | New | 4,750 | $183K |
| Lanark Financial, Inc. | 0.02% | Reduce -9.2% | 4,735 | $182K |
| Crewe Advisors LLC | 0.02% | No change | 4,640 | $179K |
| Pacific Center for Financial Services | 0.05% | Add +10.5% | 4,539 | $175K |
| Avior Wealth Management, LLC | 0.01% | Add +83.4% | 4,535 | $174K |
| New Republic Capital, LLC | 0.11% | Add +0.4% | 4,515 | $174K |
| GS Investments, Inc. | 0.08% | No change | 4,470 | $172K |
| Webster Bank, N. A. | 0.02% | No change | 4,410 | $170K |
| Financial Gravity Asset Management, Inc. | 0.05% | No change | 4,575 | $161K |
| Milestone Investment Advisors LLC | 0.04% | Reduce -32.4% | 4,000 | $154K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 3,631 | $140K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,631 | $140K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.26% | No change | 3,500 | $135K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,475 | $134K |
| Private Trust Co. NA | 0.01% | Reduce -1.4% | 3,466 | $133K |
| Barrett & Company, Inc. | 0.06% | Add +27.8% | 3,444 | $133K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.4% | 3,346 | $129K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.4% | 3,283 | $126K |
| Oakworth Capital, Inc. | 0.01% | New | 3,212 | $124K |
| Sandy Spring Bank | 0.01% | Add +0.5% | 3,115 | $120K |
| Sound Income Strategies, LLC | 0.01% | Add +87.1% | 3,013 | $116K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 3,000 | $115K |
| Chilton Capital Management LLC | 0.01% | No change | 2,995 | $115K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 2,820 | $108K |
| Clearstead Advisors, LLC | 0.01% | Reduce -18.5% | 2,788 | $106K |
| NorthRock Partners, LLC | 0.00% | New | 2,735 | $105K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -7.4% | 2,651 | $102K |
| True Wealth Design, LLC | 0.03% | New | 2,633 | $101K |
| First Personal Financial Services | 0.02% | No change | 2,400 | $92K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,365 | $91K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -11.2% | 2,368 | $87K |
| GHP Investment Advisors, Inc. | 0.00% | Add +19.2% | 2,265 | $87K |
| Palisade Asset Management, LLC | 0.01% | New | 2,240 | $86K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 2,216 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,114 | $81K |
| AllSquare Wealth Management LLC | 0.05% | No change | 2,100 | $81K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +18.6% | 2,070 | $80K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,063 | $79K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,010 | $77K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 2,000 | $77K |
| Realta Investment Advisors | 0.02% | New | 2,000 | $77K |
| Aspire Wealth Management Corp | 0.04% | No change | 1,940 | $75K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,935 | $74K |
| Blume Capital Management, Inc. | 0.02% | No change | 1,836 | $71K |
| UMB Bank, n.a. | 0.00% | No change | 1,805 | $69K |
| Qube Research & Technologies Ltd | 0.00% | Add +36.1% | 1,734 | $67K |
| Arlington Trust Co LLC | 0.02% | No change | 1,550 | $60K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,511 | $58K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,500 | $58K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,500 | $58K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,500 | $58K |
| Bessemer Group Inc. | 0.00% | Reduce -40.7% | 1,473 | $57K |
| Legacy Bridge, LLC | 0.03% | No change | 1,450 | $56K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,420 | $55K |
| Nordwand Advisors, LLC | 0.02% | New | 1,375 | $53K |
| Rain Capital Management, LLC | 0.04% | Add +0.4% | 1,366 | $53K |
| WR Wealth Planners, LLC | 0.02% | New | 1,340 | $52K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,422 | $50K |
| Jones Financial Companies LLLP | 0.00% | New | 1,300 | $50K |
| Avion Wealth | 0.01% | No change | 1,230 | $48K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -26.0% | 1,226 | $47K |
| Smithfield Trust Co | 0.00% | No change | 1,205 | $46K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,195 | $46K |
| SJS Investment Consulting Inc. | 0.01% | Add +52.9% | 1,185 | $46K |
| VitalStone Financial, LLC | 0.03% | No change | 1,160 | $45K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,150 | $44K |
| CoreCap Advisors, LLC | 0.00% | New | 1,140 | $44K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,125 | $43K |
| Tsfg, LLC | 0.01% | No change | 1,115 | $43K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,096 | $42K |
| Cetera Trust Company, N.A | 0.02% | Reduce -20.0% | 1,000 | $38K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 960 | $37K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 1,000 | $37K |
| Lindbrook Capital, LLC | 0.00% | No change | 925 | $36K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 915 | $35K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +510.7% | 910 | $35K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 915 | $35K |
| Global Financial Private Client, LLC | 0.01% | No change | 805 | $31K |
| Blue Trust, Inc. | 0.00% | No change | 780 | $30K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.4% | 773 | $30K |
| Mma Asset Management LLC | 0.01% | New | 771 | $30K |
| Missouri Trust & Investment Co | 0.01% | No change | 750 | $29K |
| Belmont Capital, LLC | 0.01% | No change | 750 | $29K |
| Clearstead Trust, LLC | 0.01% | New | 660 | $25K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 625 | $24K |
| Cordant, Inc. | 0.01% | No change | 590 | $23K |
| TruNorth Capital Management, LLC | 0.01% | — | 570 | $22K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 545 | $21K |
| Howe & Rusling Inc. | 0.00% | Add +48.0% | 530 | $20K |
| Continuum Advisory, LLC | 0.00% | Reduce -94.9% | 509 | $19K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 481 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 470 | $18K |
| Quadrant Capital Group LLC | 0.00% | No change | 460 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 450 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 445 | $17K |
| Anfield Capital Management, LLC | 0.01% | New | 426 | $16K |
| ICA Group Wealth Management, LLC | 0.00% | Add +0.5% | 417 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 390 | $15K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 360 | $14K |
| Perkins Coie Trust Co | 0.00% | No change | 350 | $13K |
| Country Trust Bank | 0.00% | No change | 340 | $13K |
| Citigroup Inc. | 0.00% | No change | 335 | $13K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 323 | $12K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 310 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 300 | $12K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 290 | $11K |
| Assetmark, Inc. | 0.00% | No change | 264 | $10K |
| Key Financial Inc | 0.00% | No change | 255 | $10K |
| LRI Investments, LLC | 0.00% | — | 250 | $10K |
| Sage Mountain Advisors LLC | 0.00% | No change | 250 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 205 | $8K |
| PSI Advisors, LLC | 0.00% | No change | 190 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 190 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 165 | $6K |
| Fernwood Investment Management, LLC | 0.00% | New | 155 | $6K |
| Tyler-Stone Wealth Management | 0.00% | No change | 128 | $5K |
| Heritage Wealth Advisors | 0.00% | No change | 116 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 110 | $4K |
| Cutler Group LLC / CA | 0.00% | New | 100 | $3K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 60 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +135.3% | 40 | $2K |
| FSA Wealth Management LLC | 0.00% | New | 15 | $577 |
"% of holder's portfolio" is PRF's weight in each manager's 13F, not the share of Invesco Rafi US 1000 ETF the manager owns.