Invesco Rafi US 1000 ETFPRFETF
13F holders, Q4 2024 (December 31)510holders +24
30new positions
19sold out
4famous investors
$40.36avg. 13F price*
At the end of Q4 2024, 510 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, up 24 from Q3 2024. 30 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($948.8M), Bank of America Corp. ($446.9M) and Ameriprise Financial Inc. ($266.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco Rafi US 1000 ETF
- CUSIP
- 46137V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $13.9M |
| Exits | 19 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 3,139,891 shares bought and 1,528,084 shares sold, net +1,611,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -0.5% | 23,520,057 | $948.8M |
| Bank of America Corp. | 0.04% | Add +3.1% | 11,078,377 | $446.9M |
| Ameriprise Financial Inc. | 0.07% | Add +5.0% | 6,604,163 | $266.4M |
| RFG Advisory, LLC | 7.19% | Add +5.4% | 6,300,762 | $254.2M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -0.4% | 5,257,205 | $212.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.6% | 4,678,839 | $188.7M |
| Waverly Advisors, LLC | 2.48% | Reduce -2.4% | 3,966,188 | $160.0M |
| Invesco Ltd. | 0.02% | Reduce -6.8% | 3,276,477 | $132.2M |
| Mariner, LLC | 0.21% | Add +3.4% | 3,131,016 | $126.3M |
| Commonwealth Equity Services, LLC | 0.16% | Add +2.7% | 2,678,333 | $108.0M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +0.2% | 2,593,528 | $104.6M |
| LPL Financial LLC | 0.04% | Add +0.1% | 2,477,334 | $99.9M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 2,284,996 | $92.2M |
| Arbor Investment Advisors, LLC | 12.47% | Reduce -1.4% | 2,193,879 | $88.5M |
| Linscomb Wealth, Inc. | 4.16% | Add +0.6% | 2,071,849 | $83.6M |
| Wells Fargo & Company | 0.02% | Add +12.9% | 1,982,386 | $80.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.2% | 1,736,364 | $70.0M |
| D.A. Davidson & Co. | 0.57% | Add +3.1% | 1,721,639 | $69.5M |
| Kestra Advisory Services, LLC | 0.37% | Reduce -0.2% | 1,660,364 | $67.0M |
| NorthCoast Asset Management LLC | 0.27% | Reduce -1.7% | 1,358,221 | $54.8M |
| Raymond James Financial Inc. | 0.02% | — | 1,357,580 | $54.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 1,205,830 | $48.6M |
| Synovus Financial Corp. | 0.61% | Reduce -0.2% | 1,195,631 | $48.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6.33% | Reduce -1.4% | 1,038,460 | $41.9M |
| Callan Capital, LLC | 2.78% | Reduce -6.3% | 941,465 | $38.0M |
| UBS Group AG | 0.01% | Add +0.1% | 844,139 | $34.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.94% | Reduce -2.1% | 810,807 | $32.7M |
| Equitable Holdings, Inc. | 0.29% | Add +0.6% | 760,357 | $30.7M |
| Pinnacle Financial Group, LLC / IL | 11.11% | Reduce -1.1% | 702,872 | $28.4M |
| Garrett Wealth Advisory Group, LLC | 6.42% | Add +11.8% | 699,490 | $28.2M |
| Klingman & Associates, LLC | 1.76% | Reduce -2.0% | 691,816 | $27.9M |
| Cetera Investment Advisers | 0.06% | Add +2.3% | 665,845 | $26.9M |
| Rothschild Investment LLC | 1.58% | Add +0.7% | 598,037 | $24.1M |
| HighTower Advisors, LLC | 0.03% | Add +14.6% | 569,145 | $23.0M |
| JPMorgan Chase & Co. | 0.00% | Add +16.9% | 565,016 | $22.8M |
| Flynn Zito Capital Management, LLC | 10.59% | Add +1.7% | 564,318 | $22.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.51% | Reduce -1.4% | 550,193 | $22.2M |
| Pathstone Holdings, LLC | 0.10% | Reduce -9.4% | 540,397 | $21.8M |
| McIlrath & Eck, LLC | 2.73% | Reduce -11.7% | 530,969 | $21.4M |
| Saxon Interests, Inc. | 9.20% | Add +1.1% | 517,847 | $20.9M |
| Charles Schwab Trust Co | 1.78% | Add +2.4% | 514,574 | $20.8M |
| Geller Advisors LLC | 1.36% | Add +0.5% | 511,883 | $20.6M |
| Wharton Business Group, LLC | 0.90% | No change | 493,135 | $19.9M |
| Boulder Wealth Advisors, LLC | 9.75% | Add +28.3% | 469,184 | $18.9M |
| Breakwater Capital Group | 3.68% | Add +1.4% | 458,038 | $18.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -4.7% | 456,847 | $18.4M |
| Truist Financial Corp. | 0.03% | Reduce -0.1% | 442,685 | $17.9M |
| Goodman Advisory Group, LLC | 4.85% | Add +2.8% | 407,488 | $16.4M |
| Pettinga Financial Advisors LLC | 3.46% | Reduce -5.1% | 379,201 | $15.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.1% | 373,325 | $15.1M |
| Allworth Financial LP | 0.08% | Reduce -2.2% | 341,908 | $14.3M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +2.0% | 344,945 | $13.9M |
| Ted Buchan & Co | 6.47% | Reduce -2.4% | 339,960 | $13.7M |
| Captrust Financial Advisors | 0.04% | Add +0.2% | 329,342 | $13.3M |
| Baker Ellis Asset Management LLC | 1.95% | Add +1.5% | 329,038 | $13.3M |
| Stonebridge Financial Group, LLC | 1.46% | — | 327,749 | $13.2M |
| Glenmede Trust Co. NA | 0.07% | Reduce -1.9% | 327,234 | $13.2M |
| Wealthspire Retirement, LLC | 1.04% | Add +4.3% | 325,892 | $13.1M |
| Rodgers & Associates, LTD | 1.47% | Reduce -4.0% | 305,208 | $12.3M |
| Focus Partners Wealth | 0.03% | Add +597.6% | 301,777 | $12.2M |
| Clear Harbor Asset Management, LLC | 0.96% | Reduce -0.3% | 296,023 | $11.9M |
| Compass Financial Group, Inc. | 5.68% | Reduce -2.6% | 294,283 | $11.9M |
| World Investment Advisors | 0.31% | Add +5.4% | 284,400 | $11.5M |
| JNBA Financial Advisors | 1.16% | Reduce -1.5% | 281,848 | $11.4M |
| Montz Harcus Wealth Management LLC | 6.29% | Add +4.0% | 278,801 | $11.2M |
| Corient Private Wealth LP | 0.02% | Reduce -45.2% | 270,200 | $10.9M |
| Osborne Partners Capital Management, LLC | 0.61% | Reduce -2.2% | 262,696 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +10.9% | 252,700 | $10.2M |
| Cornerstone Wealth Management, LLC | 0.64% | Add +9.6% | 234,660 | $9.5M |
| Larson Financial Group LLC | 0.48% | Add +104.3% | 230,708 | $9.3M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -1.8% | 221,515 | $8.9M |
| MML Investors Services, LLC | 0.03% | Add +2.8% | 214,798 | $8.7M |
| Connecticut Wealth Management, LLC | 0.42% | Add +610.8% | 77,234 | $8.6M |
| Ieq Capital, LLC | 0.08% | Add +0.3% | 211,670 | $8.5M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -5.4% | 210,191 | $8.5M |
| Arlington Financial Advisors, LLC | 1.65% | Reduce -0.3% | 205,599 | $8.3M |
| Trinity Legacy Partners, LLC | 2.08% | Add +3.6% | 200,422 | $8.1M |
| Essex Financial Services, Inc. | 0.56% | Add +14.3% | 196,278 | $7.9M |
| Perigon Wealth Management, LLC | 0.19% | Reduce -1.6% | 184,355 | $7.6M |
| Wimmer Associates 1, LLC | 3.74% | Reduce -2.9% | 187,792 | $7.6M |
| Cerity Partners LLC | 0.02% | Add +8.8% | 186,225 | $7.5M |
| Resonant Capital Advisors, LLC | 0.55% | Reduce -1.3% | 186,221 | $7.5M |
| Journey Advisory Group, LLC | 0.88% | No change | 194,122 | $7.4M |
| Creative Planning | 0.01% | Add +3.1% | 181,192 | $7.3M |
| Lido Advisors, LLC | 0.04% | Add +1.9% | 171,800 | $6.9M |
| FMR LLC | 0.00% | Add +24.6% | 160,001 | $6.5M |
| Marion Wealth Management | 1.70% | Add +0.8% | 159,366 | $6.4M |
| Creative Capital Management Investments LLC | 2.37% | Add +0.0% | 140,370 | $5.7M |
| Ellevest, Inc. | 0.32% | Add +0.4% | 139,115 | $5.6M |
| Cornerstone Advisory, LLC | 0.63% | Reduce -1.6% | 130,961 | $5.5M |
| Bouvel Investment Partners, LLC | 1.99% | Reduce -2.8% | 137,124 | $5.5M |
| Obsidian Personal Planning Solutions LLC | 2.61% | Add +3.5% | 128,609 | $5.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +4.2% | 133,850 | $5.4M |
| Blair William & Co. | 0.02% | Reduce -0.4% | 131,988 | $5.3M |
| Hirtle & Co., LLC | 0.24% | No change | 125,000 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +21.3% | 119,957 | $4.8M |
| Cidel Asset Management Inc. | 0.33% | Reduce -1.2% | 119,893 | $4.8M |
| Market Street Wealth Management Advisors LLC | 0.78% | Reduce -4.0% | 115,730 | $4.7M |
| Johnson & White Wealth Management, LLC | 2.78% | Add +7.0% | 114,094 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.1% | 109,405 | $4.4M |
| Precedent Wealth Partners, LLC | 1.37% | Reduce -5.2% | 104,005 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +25.5% | 103,663 | $4.2M |
| New England Private Wealth Advisors LLC | 0.66% | Add +0.2% | 102,861 | $4.1M |
| Independent Advisor Alliance | 0.05% | New | 97,720 | $3.9M |
| Capital Market Strategies LLC | 2.16% | Reduce -0.8% | 92,650 | $3.7M |
| Legacy Private Trust Co. | 0.24% | Reduce -3.4% | 91,954 | $3.7M |
| CENTRAL TRUST Co | 0.09% | Reduce -4.0% | 88,608 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce 0.0% | 86,542 | $3.5M |
| Rollins Financial Advisors, LLC | 0.54% | Add +1.6% | 86,215 | $3.5M |
| Unique Wealth Strategies, LLC | 1.50% | Reduce -1.4% | 84,603 | $3.4M |
| One Wealth Map LLC | 2.05% | Reduce -1.7% | 80,801 | $3.4M |
| Yoder Wealth Management, Inc. | 1.86% | No change | 83,545 | $3.4M |
| Laurel Wealth Advisors LLC | 0.52% | Add +5.0% | 83,087 | $3.4M |
| Northern Trust Corp. | 0.00% | Add +3.1% | 82,745 | $3.3M |
| KWB Wealth | 0.41% | Reduce -13.0% | 81,414 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -2.4% | 80,200 | $3.2M |
| Sigma Investment Counselors Inc. | 0.19% | Reduce -0.1% | 78,796 | $3.2M |
| FDx Advisors, Inc. | 0.83% | Reduce -6.4% | 70,440 | $2.8M |
| Security Financial Services, INC. | 0.58% | Reduce -1.9% | 70,441 | $2.8M |
| Sigma Planning Corp | 0.09% | Reduce -0.7% | 68,944 | $2.8M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +1.4% | 66,450 | $2.7M |
| Three Bridge Wealth Advisors, LLC | 0.93% | Add +3.0% | 65,640 | $2.6M |
| Summit Financial, LLC | 0.09% | Reduce -3.8% | 65,041 | $2.6M |
| Institute for Wealth Management, LLC. | 0.32% | Reduce -0.3% | 62,351 | $2.5M |
| JFS Wealth Advisors, LLC | 0.17% | Reduce -4.4% | 61,197 | $2.5M |
| Smith Salley Wealth Management | 0.15% | No change | 59,400 | $2.4M |
| Northwest Bancshares, Inc. | 0.44% | No change | 59,280 | $2.4M |
| Spectrum Wealth Counsel, LLC | 0.27% | Reduce -2.5% | 57,960 | $2.3M |
| Guidance Capital, Inc. | 0.70% | New | 54,612 | $2.3M |
| Carolinas Wealth Consulting LLC | 0.44% | Add +20.1% | 164,511 | $2.2M |
| Jacobi Capital Management LLC | 0.16% | Add +3.4% | 54,484 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +247.1% | 53,323 | $2.2M |
| Glen Eagle Advisors, LLC | 0.35% | Reduce -13.8% | 52,479 | $2.1M |
| Montag A & Associates Inc. | 0.10% | No change | 52,130 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +7.0% | 51,122 | $2.1M |
| Financial Advocates Investment Management | 0.12% | Add +5.9% | 50,580 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 50,532 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -4.2% | 50,264 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -4.8% | 49,634 | $2.0M |
| Cahill Wealth Management, LLC | 1.02% | Add +0.0% | 49,395 | $2.0M |
| Sheets Smith Wealth Management | 0.23% | Reduce -24.5% | 47,708 | $1.9M |
| Bell Investment Advisors, Inc | 0.36% | Reduce -1.8% | 47,618 | $1.9M |
| Comerica Bank | 0.01% | Add +2.3% | 46,717 | $1.9M |
| Great Lakes Advisors, LLC | 0.02% | No change | 46,500 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +19.5% | 46,290 | $1.9M |
| Quadrature Capital Ltd | 0.04% | New | 45,721 | $1.8M |
| Citadel Advisors | 0.00% | Add +484.9% | 44,597 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -12.1% | 43,204 | $1.7M |
| Ballentine Partners, LLC | 0.03% | No change | 43,124 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.2% | 41,533 | $1.7M |
| MAI Capital Management | 0.01% | Add +9.2% | 41,429 | $1.7M |
| Arkadios Wealth Advisors | 0.09% | Reduce -6.4% | 41,205 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +5.6% | 40,986 | $1.7M |
| McNamara Financial Services, Inc. | 0.38% | Reduce -6.9% | 40,339 | $1.6M |
| Savant Capital, LLC | 0.01% | Reduce -6.2% | 39,643 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.9% | 39,567 | $1.6M |
| Verum Partners LLC | 0.46% | Reduce -0.7% | 39,492 | $1.6M |
| Novare Capital Management LLC | 0.13% | Reduce -1.7% | 39,376 | $1.6M |
| M Holdings Securities, Inc. | 0.25% | No change | 38,570 | $1.6M |
| OMNI 360 Wealth, Inc. | 1.02% | Add +1.3% | 38,113 | $1.5M |
| SigFig Wealth Management, LLC | 0.06% | Reduce -1.6% | 37,928 | $1.5M |
| Allen Capital Group, LLC | 0.18% | Reduce -1.9% | 37,064 | $1.5M |
| Shakespeare Wealth Management, LLC | 0.40% | Reduce -0.9% | 37,010 | $1.5M |
| West Financial Advisors, LLC | 0.29% | No change | 36,980 | $1.5M |
| Whipplewood Advisors, LLC | 0.84% | — | 36,553 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -0.9% | 36,223 | $1.5M |
| Rather & Kittrell, Inc. | 0.34% | Reduce -5.2% | 35,459 | $1.4M |
| Sterling Financial Planning, Inc. | 0.52% | Reduce -5.0% | 34,788 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +90.0% | 34,612 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.5% | 32,952 | $1.3M |
| Fairman Group, LLC | 1.07% | Reduce -1.4% | 32,140 | $1.3M |
| Burt Wealth Advisors | 0.33% | No change | 31,805 | $1.3M |
| Diversified Portfolios, Inc. | 0.14% | No change | 31,325 | $1.3M |
| Addison Advisors LLC | 0.35% | Reduce -0.2% | 31,305 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +7.9% | 30,970 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 30,940 | $1.2M |
| Detalus Advisors, LLC | 0.41% | Reduce -1.6% | 30,729 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | No change | 30,570 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.10% | Add +0.6% | 30,095 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.5% | 29,663 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.1% | 29,591 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -31.9% | 29,300 | $1.2M |
| Cannon Financial Strategists, Inc. | 0.20% | No change | 29,280 | $1.2M |
| Edge Financial Advisors LLC | 1.05% | Add +0.5% | 29,098 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -6.6% | 29,007 | $1.2M |
| Bragg Financial Advisors, Inc | 0.05% | No change | 28,560 | $1.2M |
| Cooper Financial Group | 0.14% | No change | 28,553 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +42.0% | 28,500 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +198.6% | 27,428 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.9% | 27,153 | $1.1M |
| Colorado Capital Management, Inc. | 0.53% | Reduce -3.7% | 27,077 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 26,150 | $1.1M |
| EnRich Financial Partners LLC | 0.35% | Reduce -1.8% | 25,915 | $1.0M |
| Austin Wealth Management, LLC | 0.22% | Add +2.4% | 25,108 | $1.0M |
| Prudential PLC | 0.01% | Reduce -48.3% | 25,697 | $1.0M |
| HB Wealth Management, LLC | 0.01% | No change | 25,631 | $1.0M |
| Wealthspan Partners, LLC | 0.48% | Add +0.6% | 25,075 | $1.0M |
| AIMZ Investment Advisors, LLC | 0.35% | No change | 25,000 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | No change | 24,763 | $999K |
| Austin Asset Management Co Inc | 0.20% | No change | 24,266 | $979K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 24,066 | $971K |
| Ancora Advisors LLC | 0.02% | Reduce -0.3% | 23,680 | $955K |
| Householder Group Estate & Retirement Specialist, LLC | 0.71% | No change | 23,537 | $949K |
| Kaydan Wealth Management, Inc. | 0.31% | No change | 23,355 | $942K |
| Private Advisor Group, LLC | 0.01% | Reduce -38.1% | 22,834 | $921K |
| Brighton Jones LLC | 0.03% | Reduce -4.5% | 22,568 | $910K |
| Choreo, LLC | 0.01% | No change | 22,090 | $891K |
| Cibc World Market Inc. | 0.00% | Add +2.9% | 21,865 | $882K |
| Sovereign Financial Group, Inc. | 0.19% | Add +2.3% | 20,997 | $847K |
| Cresset Asset Management, LLC | 0.00% | Reduce -26.8% | 20,996 | $847K |
| Center for Financial Planning, Inc. | 0.11% | Reduce -1.1% | 20,576 | $830K |
| Regions Financial Corp. | 0.01% | No change | 20,425 | $824K |
| SC&H Financial Advisors, Inc. | 0.17% | Reduce -0.9% | 20,088 | $810K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.85% | Reduce -15.6% | 20,007 | $807K |
| Summit Place Financial Advisors, LLC | 0.46% | No change | 20,000 | $807K |
| Evercore Wealth Management, LLC | 0.01% | No change | 19,904 | $803K |
| SageView Advisory Group, LLC | 0.03% | Add +15.7% | 19,614 | $791K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -0.4% | 19,576 | $790K |
| SkyView Investment Advisors, LLC | 0.13% | No change | 19,415 | $783K |
| Apexium Financial, LP | 0.05% | Reduce -5.2% | 19,094 | $770K |
| WealthShield Partners, LLC | 0.11% | Reduce -1.9% | 19,085 | $770K |
| Cwm, LLC | 0.00% | Reduce -18.8% | 19,043 | $768K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -5.5% | 18,707 | $755K |
| Almanack Investment Partners, LLC. | 0.12% | No change | 18,530 | $748K |
| Cadence Bank | 0.05% | Reduce -0.3% | 18,520 | $747K |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -2.9% | 18,265 | $737K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.4% | 17,990 | $726K |
| Chapman Financial Group, LLC | 0.54% | — | 16,781 | $677K |
| Bank of Montreal | 0.00% | Reduce -2.5% | 16,343 | $659K |
| Western Wealth Management, LLC | 0.04% | Add +0.1% | 16,204 | $654K |
| Paulson Wealth Management Inc. | 0.18% | No change | 16,185 | $653K |
| Willow Creek Wealth Management Inc. | 0.07% | No change | 15,805 | $638K |
| Certified Advisory Corp | 0.07% | Add +0.0% | 15,676 | $632K |
| Empower Advisory Group, LLC | 0.00% | Add +3.3% | 15,616 | $630K |
| Mather Group, Llc. | 0.01% | Add +75.8% | 15,600 | $629K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -15.7% | 15,559 | $628K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -30.6% | 15,502 | $625K |
| Brown Advisory Inc. | 0.00% | No change | 15,461 | $624K |
| Fortitude Family Office, LLC | 0.22% | No change | 15,290 | $617K |
| Quadcap Wealth Management, LLC | 0.09% | New | 15,243 | $615K |
| Perennial Investment Advisors, LLC | 0.07% | No change | 15,199 | $613K |
| Echo Wealth Management, LLC | 0.42% | Reduce -0.0% | 14,923 | $602K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 14,792 | $597K |
| GSG Advisors LLC | 0.19% | No change | 14,723 | $594K |
| West Coast Financial LLC | 0.06% | Reduce -13.1% | 14,597 | $589K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | No change | 14,555 | $587K |
| Legacy Financial Group LLC | 0.09% | No change | 14,469 | $584K |
| Aveo Capital Partners, LLC | 0.06% | Add +0.2% | 14,371 | $580K |
| Firestone Capital Management | 0.14% | No change | 14,260 | $575K |
| Intrua Financial, LLC | 0.09% | Add +32.2% | 14,042 | $566K |
| Solitude Financial Services | 0.24% | Reduce -17.9% | 13,805 | $557K |
| Spire Wealth Management | 0.02% | Reduce -2.4% | 13,577 | $548K |
| Sovran Advisors, LLC | 0.08% | — | 13,252 | $537K |
| Foster & Motley Inc. | 0.03% | Reduce -0.5% | 13,249 | $534K |
| Diversified Enterprises, LLC | 0.05% | Reduce -16.1% | 12,906 | $521K |
| Sandbox Financial Partners, LLC | 0.17% | Add +0.3% | 12,471 | $503K |
| CRA Financial Services, LLC | 0.09% | No change | 12,468 | $503K |
| Evergreen Capital Management LLC | 0.02% | No change | 12,383 | $500K |
| Schechter Investment Advisors, LLC | 0.04% | No change | 12,333 | $498K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 12,315 | $497K |
| Robinson Smith Wealth Advisors LLC | 0.42% | No change | 12,193 | $492K |
| RIA Advisory Group LLC | 0.17% | Reduce -3.1% | 12,178 | $491K |
| Busey Bank | 0.02% | No change | 12,055 | $486K |
| Choate Investment Advisors | 0.01% | New | 12,000 | $484K |
| Clearstead Advisors, LLC | 0.01% | Add +0.0% | 11,987 | $484K |
| Stage Harbor Financial, LLC | 0.42% | No change | 11,846 | $478K |
| Confluence Wealth Services, Inc. | 0.03% | No change | 11,294 | $476K |
| Truefg, LLC | 0.15% | Reduce -1.4% | 11,747 | $474K |
| Revolve Wealth Partners, LLC | 0.07% | New | 11,623 | $469K |
| Catalyst Financial Partners LLC | 0.09% | Add +7.2% | 11,462 | $462K |
| Valley National Advisers Inc. | 0.08% | No change | 11,304 | $455K |
| Integrity Alliance, Llc. | 0.05% | — | 11,095 | $448K |
| LJI Wealth Management, LLC | 0.09% | No change | 11,000 | $444K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 10,830 | $437K |
| Morling Financial Advisors, LLC | 0.15% | No change | 10,820 | $436K |
| Weatherly Asset Management L. P. | 0.04% | Reduce -2.3% | 10,683 | $431K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 10,502 | $424K |
| Private Trust Co. NA | 0.04% | Reduce -0.6% | 10,442 | $421K |
| Insigneo Advisory Services, LLC | 0.04% | Add +17.2% | 10,246 | $413K |
| Roundview Capital LLC | 0.03% | Reduce -0.2% | 10,215 | $412K |
| Principia Wealth Advisory, LLC | 0.39% | — | 10,211 | $412K |
| Beckerman Institutional, LLC | 0.32% | No change | 10,036 | $405K |
| Blue Fin Capital, Inc. | 0.07% | Reduce -1.9% | 9,994 | $403K |
| AssuredPartners Investment Advisors, LLC | 0.08% | — | 9,933 | $401K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.5% | 9,680 | $391K |
| Scotia Capital Inc. | 0.00% | Reduce -11.3% | 9,543 | $385K |
| Townsquare Capital LLC | 0.00% | Reduce -10.1% | 9,404 | $379K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,275 | $374K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 9,239 | $373K |
| National Bank of Canada | 0.00% | Reduce -3.1% | 9,235 | $373K |
| Syverson Strege & Co | 0.12% | Add +0.2% | 9,215 | $372K |
| Welch Group, LLC | 0.02% | No change | 9,113 | $367K |
| Sightline Wealth Advisors, LLC | 0.20% | Add +0.5% | 9,068 | $366K |
| Peninsula Wealth, LLC | 0.06% | No change | 9,000 | $363K |
| Novem Group | 0.05% | — | 8,984 | $362K |
| Tradition Wealth Management, LLC | 0.03% | No change | 8,975 | $362K |
| Glassman Wealth Services | 0.06% | No change | 8,898 | $359K |
| Aprio Wealth Management, LLC | 0.05% | Add +0.1% | 8,861 | $357K |
| Lion Street Advisors, LLC | 0.11% | Reduce -28.8% | 8,850 | $357K |
| Salem Investment Counselors Inc. | 0.01% | No change | 8,800 | $355K |
| HM Payson & Co. | 0.01% | No change | 8,700 | $351K |
| Millennium Management | 0.00% | New | 8,673 | $350K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -18.5% | 8,616 | $348K |
| Exchange Capital Management, Inc. | 0.06% | No change | 8,580 | $346K |
| Tiaa Trust, National Association | 0.00% | New | 8,578 | $346K |
| NWK Group, Inc. | 0.13% | No change | 8,500 | $343K |
| Atlas Capital Advisors Inc. | 0.04% | Add +3.0% | 8,436 | $340K |
| Fifth Third Bancorp | 0.00% | No change | 8,420 | $340K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.2% | 8,347 | $338K |
| Steph & Co. | 0.11% | No change | 8,370 | $338K |
| Abacus Wealth Partners, LLC | 0.05% | Reduce -8.6% | 8,230 | $332K |
| Claro Advisors Inc. | 0.04% | No change | 8,210 | $331K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.6% | 8,063 | $325K |
| First Nebraska Trust Co | 0.03% | Reduce -3.6% | 8,005 | $323K |
| Indiana Trust & Investment Management Co | 0.11% | No change | 7,995 | $323K |
| WMS Partners, LLC | 0.02% | Add +26.0% | 7,990 | $322K |
| Keybank National Association | 0.00% | New | 7,850 | $317K |
| Financial Alternatives, Inc | 0.22% | Reduce -4.3% | 7,847 | $317K |
| Cedar Point Capital Partners, LLC | 0.21% | Add +51.0% | 7,781 | $314K |
| Advisory Services Network, LLC | 0.01% | Add +0.8% | 7,770 | $313K |
| Global Assets Advisory, LLC | 0.17% | No change | 7,650 | $308K |
| Old Port Advisors | 0.09% | No change | 7,630 | $308K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +0.5% | 7,505 | $303K |
| Curated Wealth Partners LLC | 0.03% | No change | 7,500 | $303K |
| FineMark National Bank & Trust | 0.01% | No change | 7,430 | $300K |
| Symphony Financial, Ltd. Co. | 0.05% | New | 7,275 | $295K |
| CoreCap Advisors, LLC | 0.01% | Add +62.5% | 7,270 | $293K |
| Flow Traders U.S. LLC | 0.01% | New | 7,263 | $293K |
| Davidson Trust Co. | 0.15% | Reduce -4.8% | 7,250 | $292K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -8.9% | 7,204 | $291K |
| Parallel Advisors, LLC | 0.01% | No change | 7,170 | $289K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -2.9% | 7,150 | $288K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.6% | 7,111 | $287K |
| Principal Securities, Inc. | 0.01% | No change | 7,065 | $285K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 6,980 | $282K |
| Trek Financial, LLC | 0.02% | No change | 6,962 | $281K |
| Efficient Frontier Advisors LLC | 0.19% | Add +0.5% | 6,734 | $280K |
| Vishria Bird Financial Group, LLC | 0.10% | No change | 6,934 | $280K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 6,889 | $278K |
| Paragon Capital Management Ltd | 0.06% | No change | 6,880 | $278K |
| Golden Bell Financial Planning LLC | 0.28% | — | 6,875 | $277K |
| Forum Private Client Group LLC | 0.12% | No change | 6,851 | $276K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -2.0% | 6,680 | $269K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 6,515 | $263K |
| MBA Advisors LLC | 0.13% | No change | 6,485 | $262K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.06% | Add +1.6% | 6,465 | $261K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.5% | 6,363 | $257K |
| Harbour Investments, Inc. | 0.01% | No change | 6,335 | $256K |
| BlackRock, Inc. | 0.00% | No change | 6,325 | $255K |
| Freestone Capital Holdings, LLC | 0.01% | New | 6,316 | $255K |
| Hara Capital LLC | 0.16% | No change | 6,310 | $255K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +25.1% | 6,307 | $254K |
| Brookstone Capital Management | 0.00% | Add +14.5% | 6,250 | $252K |
| WealthBridge Capital Management, LLC | 0.07% | Add +0.1% | 6,182 | $249K |
| PKS Advisory Services, LLC | 0.06% | — | 6,175 | $249K |
| Geneos Wealth Management Inc. | 0.01% | No change | 6,110 | $246K |
| Adero Partners, LLC | 0.02% | No change | 6,070 | $245K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.3% | 6,046 | $244K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.9% | 6,004 | $242K |
| Trust Co. of Toledo NA | 0.03% | No change | 6,000 | $242K |
| HCR Wealth Advisors | 0.03% | No change | 6,000 | $242K |
| Highland Financial Advisors, LLC | 0.08% | New | 6,009 | $242K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 5,999 | $242K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +0.4% | 5,952 | $240K |
| Genesis Wealth Advisors, LLC | 0.21% | — | 5,940 | $240K |
| Laurel Wealth Planning LLC | 0.15% | No change | 5,811 | $234K |
| D. E. Shaw & Co. | 0.00% | Reduce -59.8% | 5,623 | $227K |
| Breakwater Investment Management | 0.10% | No change | 5,600 | $226K |
| Eq Wealth Advisors, LLC | 0.21% | — | 5,529 | $223K |
| First Long Island Investors, LLC | 0.02% | No change | 5,500 | $222K |
| Tilson Financial Group, Inc. | 0.09% | No change | 5,445 | $220K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 5,440 | $219K |
| Quantinno Capital Management LP | 0.00% | New | 5,430 | $219K |
| Traction Financial Partners, LLC | 0.17% | No change | 5,365 | $216K |
| Capital Analysts, LLC | 0.01% | Add +2.5% | 5,343 | $216K |
| Midwest Financial Group LLC | 0.12% | No change | 5,256 | $212K |
| M&T Bank Corp | 0.00% | No change | 5,245 | $212K |
| Pinnacle Associates Ltd. | 0.00% | New | 5,227 | $211K |
| Vanguard Group Inc. | 0.00% | New | 5,208 | $210K |
| Insight Inv LLC | 0.15% | New | 5,205 | $210K |
| Tidemark, LLC | 0.08% | Add +0.0% | 5,199 | $210K |
| Fermata Advisors, LLC | 0.04% | Reduce -15.0% | 5,194 | $210K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.3% | 5,192 | $209K |
| Geometric Wealth Advisors | 0.04% | No change | 5,180 | $209K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,081 | $205K |
| LexAurum Advisors, LLC | 0.04% | New | 5,040 | $203K |
| CapWealth Advisors, LLC | 0.02% | Reduce -3.6% | 5,000 | $202K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 4,890 | $197K |
| Armor Investment Advisors, LLC | 0.08% | No change | 4,750 | $192K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 4,675 | $189K |
| Crewe Advisors LLC | 0.03% | No change | 4,640 | $187K |
| New Republic Capital, LLC | 0.12% | Add +0.4% | 4,570 | $184K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 4,563 | $184K |
| Pacific Center for Financial Services | 0.05% | Add +0.0% | 4,546 | $183K |
| Webster Bank, N. A. | 0.02% | Add +2.8% | 4,526 | $183K |
| GS Investments, Inc. | 0.08% | No change | 4,470 | $180K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 4,110 | $166K |
| Menard Financial Group LLC | 0.10% | New | 4,000 | $161K |
| Milestone Investment Advisors LLC | 0.04% | No change | 4,000 | $161K |
| AE Wealth Management LLC | 0.00% | New | 3,789 | $153K |
| Johnson Financial Group, Inc. | 0.01% | Add +7.5% | 3,601 | $151K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.5% | 3,668 | $148K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.27% | No change | 3,500 | $141K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,475 | $140K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.5% | 3,394 | $137K |
| Barrett & Company, Inc. | 0.06% | No change | 3,294 | $133K |
| Balentine LLC | 0.01% | No change | 3,240 | $131K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 3,135 | $126K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,000 | $121K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,973 | $120K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 2,821 | $114K |
| Sound Income Strategies, LLC | 0.01% | Reduce -9.8% | 2,768 | $112K |
| Kieckhefer Group LLC | 0.07% | — | 2,750 | $111K |
| NorthRock Partners, LLC | 0.00% | No change | 2,735 | $110K |
| IAG Wealth Partners, LLC | 0.02% | Add +0.9% | 2,627 | $106K |
| Chilton Capital Management LLC | 0.00% | No change | 2,595 | $105K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -7.2% | 2,578 | $104K |
| Hoese & Co LLP | 0.09% | No change | 2,570 | $104K |
| Dunhill Financial, LLC | 0.05% | Reduce -20.8% | 2,551 | $103K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,500 | $101K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,379 | $96K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,368 | $96K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,365 | $95K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 2,278 | $92K |
| Decker Retirement Planning Inc. | 0.05% | — | 2,240 | $90K |
| Oakworth Capital, Inc. | 0.01% | Reduce -56.1% | 2,223 | $90K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,177 | $88K |
| AllSquare Wealth Management LLC | 0.05% | No change | 2,100 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -1.5% | 2,083 | $84K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,063 | $83K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -9.5% | 2,049 | $83K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,020 | $81K |
| Realta Investment Advisors | 0.03% | No change | 2,000 | $81K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 2,000 | $81K |
| Financial Gravity Companies, Inc. | 0.02% | No change | 1,960 | $79K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,935 | $78K |
| Blume Capital Management, Inc. | 0.02% | No change | 1,836 | $74K |
| Arlington Trust Co LLC | 0.01% | No change | 1,550 | $63K |
| IMG Wealth Management, Inc. | 0.06% | — | 1,502 | $61K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,500 | $61K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,475 | $59K |
| Bessemer Group Inc. | 0.00% | No change | 1,473 | $59K |
| Legacy Bridge, LLC | 0.03% | No change | 1,450 | $58K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,422 | $57K |
| Nordwand Advisors, LLC | 0.02% | No change | 1,375 | $55K |
| Integrity Financial Corp | 0.03% | New | 1,343 | $54K |
| Smithfield Trust Co | 0.00% | No change | 1,205 | $49K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,185 | $48K |
| Tsfg, LLC | 0.01% | No change | 1,115 | $45K |
| Bristlecone Advisors, LLC | 0.00% | Add +0.5% | 1,115 | $45K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,108 | $45K |
| Sandy Spring Bank | 0.00% | Reduce -64.7% | 1,100 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 1,097 | $44K |
| Noble Wealth Management PBC | 0.03% | — | 1,075 | $43K |
| WPG Advisers, LLC | 0.04% | — | 1,050 | $42K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -60.9% | 1,039 | $42K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $40K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 960 | $39K |
| Lindbrook Capital, LLC | 0.00% | No change | 925 | $37K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 915 | $37K |
| RE Dickinson Investment Advisors, LLC | 0.03% | No change | 915 | $37K |
| Smartleaf Asset Management LLC | 0.00% | New | 841 | $34K |
| Global Financial Private Client, LLC | 0.01% | No change | 805 | $32K |
| Tucker Asset Management LLC | 0.01% | Add +8.9% | 786 | $32K |
| Missouri Trust & Investment Co | 0.01% | No change | 750 | $30K |
| Belmont Capital, LLC | 0.00% | No change | 750 | $30K |
| WR Wealth Planners, LLC | 0.01% | Reduce -47.8% | 700 | $28K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.4% | 693 | $28K |
| Luminist Capital LLC | 0.05% | — | 650 | $26K |
| Continuum Advisory, LLC | 0.00% | Add +24.9% | 641 | $26K |
| Cordant, Inc. | 0.01% | No change | 590 | $24K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 545 | $22K |
| Howe & Rusling Inc. | 0.00% | No change | 530 | $21K |
| Avion Wealth | 0.01% | Reduce -59.5% | 498 | $20K |
| Clearstead Trust, LLC | 0.00% | Reduce -25.8% | 490 | $20K |
| Godsey & Gibb, Inc. | 0.00% | No change | 465 | $19K |
| Quadrant Capital Group LLC | 0.00% | No change | 460 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 450 | $18K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.3% | 450 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 445 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 425 | $17K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 420 | $17K |
| Assetmark, Inc. | 0.00% | Reduce -32.4% | 416 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | New | 374 | $15K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 370 | $15K |
| Fortis Group Advisors, LLC | 0.00% | No change | 360 | $15K |
| Greenline Partners, LLC | 0.00% | New | 355 | $14K |
| Perkins Coie Trust Co | 0.00% | No change | 350 | $14K |
| Citigroup Inc. | 0.00% | No change | 335 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 327 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 290 | $12K |
| Accredited Wealth Management, LLC | 0.01% | — | 300 | $12K |
| Sugar Maple Asset Management, LLC | 0.01% | New | 286 | $12K |
| Key Financial Inc | 0.00% | No change | 255 | $10K |
| LRI Investments, LLC | 0.00% | No change | 250 | $10K |
| Russell Investments Group, Ltd. | 0.00% | No change | 250 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 213 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 205 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 190 | $8K |
| PSI Advisors, LLC | 0.00% | No change | 190 | $8K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.8% | 185 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 165 | $7K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 145 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 60 | $3K |
| Transce3nd, LLC | 0.00% | — | 40 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | New | 38 | $2K |
| ORG Partners LLC | 0.00% | No change | 25 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 10 | $403 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 6 | $242 |
| Lanark Financial, Inc. | 0.02% | — | 4 | $191 |
"% 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.