Invesco Rafi US 1000 ETFPRFETF
13F holders, Q2 2025 (June 30)531holders +22
50new positions
26sold out
4famous investors
$42.22avg. 13F price*
At the end of Q2 2025, 531 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, up 22 from Q1 2025. 50 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($488.9M), Ameriprise Financial Inc. ($310.4M) and PNC Financial Services Group, Inc. ($216.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $73.6M |
| Exits | 26 | $1.0B |
All 13F filers, Q1 2025 → Q2 2025: 5,586,713 shares bought and 31,972,234 shares sold, net −26,385,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 531 holders
| Bank of America Corp. | 0.04% | Add +1.6% | 11,565,365 | $488.9M |
| Ameriprise Financial Inc. | 0.08% | Add +4.7% | 7,343,268 | $310.4M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -2.7% | 5,129,846 | $216.8M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.4% | 4,719,038 | $199.5M |
| Waverly Advisors, LLC | 1.75% | Reduce -2.6% | 3,782,356 | $159.9M |
| Mariner, LLC | 0.19% | Reduce -3.5% | 3,186,775 | $134.7M |
| Invesco Ltd. | 0.02% | Add +0.6% | 3,186,528 | $134.7M |
| Commonwealth Equity Services, LLC | 0.16% | Add +3.6% | 2,810,643 | $118.8M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +0.5% | 2,690,682 | $115.8M |
| LPL Financial LLC | 0.04% | Reduce -0.6% | 2,534,293 | $107.1M |
| Arbor Investment Advisors, LLC | 12.31% | Add +2.0% | 2,272,614 | $96.1M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 2,152,072 | $91.0M |
| Linscomb Wealth, Inc. | 4.04% | Add +0.5% | 2,080,682 | $88.0M |
| RFG Advisory, LLC | 1.88% | Reduce -72.5% | 1,887,406 | $79.8M |
| Wells Fargo & Company | 0.02% | Add +1.8% | 1,881,756 | $79.5M |
| D.A. Davidson & Co. | 0.55% | Add +3.6% | 1,832,085 | $77.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +2.9% | 1,785,997 | $75.5M |
| Raymond James Financial Inc. | 0.02% | Add +0.5% | 1,374,751 | $58.1M |
| NorthCoast Asset Management LLC | 0.24% | Reduce -0.4% | 1,336,616 | $56.5M |
| Synovus Financial Corp. | 0.64% | Add +0.6% | 1,231,705 | $52.1M |
| Exchange Traded Concepts, LLC | 0.66% | New | 1,220,364 | $51.6M |
| Royal Bank of Canada | 0.01% | Add +1.8% | 1,209,701 | $51.1M |
| AlphaCore Capital LLC | 1.46% | Add +30898.8% | 905,165 | $38.3M |
| Pathstone Holdings, LLC | 0.15% | Add +93.6% | 1,043,864 | $37.7M |
| UBS Group AG | 0.01% | Reduce -1.4% | 834,207 | $35.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.91% | Reduce -0.8% | 791,327 | $33.4M |
| Garrett Wealth Advisory Group, LLC | 6.94% | Add +5.1% | 775,881 | $32.8M |
| Corient Private Wealth LP | 0.04% | Reduce -1.8% | 761,075 | $32.2M |
| Equitable Holdings, Inc. | 0.26% | Add +1.2% | 734,389 | $31.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.22% | Reduce -29.1% | 716,046 | $30.3M |
| Klingman & Associates, LLC | 1.60% | Reduce -0.7% | 686,277 | $29.0M |
| Pinnacle Financial Group, LLC / IL | 9.66% | Reduce -1.4% | 682,970 | $28.9M |
| Cetera Investment Advisers | 0.05% | Add +0.5% | 679,807 | $28.7M |
| Charles Schwab Trust Co | 2.09% | Add +20.2% | 659,459 | $27.9M |
| Rothschild Investment LLC | 1.64% | Reduce -0.2% | 619,388 | $26.2M |
| HighTower Advisors, LLC | 0.03% | Add +2.3% | 613,385 | $25.9M |
| Larson Financial Group LLC | 1.03% | Add +50.1% | 607,164 | $25.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.0% | 573,701 | $24.3M |
| Charter Capital Management, LLC\DE | 13.91% | — | 560,276 | $23.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.50% | Add +0.1% | 545,500 | $23.1M |
| Saxon Interests, Inc. | 9.93% | No change | 525,237 | $21.2M |
| Breakwater Capital Group | 3.42% | Add +2.7% | 497,035 | $21.0M |
| Wharton Business Group, LLC | 0.88% | No change | 493,135 | $20.8M |
| Flynn Zito Capital Management, LLC | 8.68% | Add +1.2% | 487,676 | $20.6M |
| Truist Financial Corp. | 0.03% | Add +9.6% | 487,549 | $20.6M |
| Osaic Holdings, Inc. | 0.04% | Add +17.3% | 486,251 | $20.6M |
| McIlrath & Eck, LLC | 2.30% | Reduce -5.3% | 477,118 | $20.2M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.6% | 424,687 | $18.0M |
| Allworth Financial LP | 0.08% | Add +11.4% | 401,259 | $17.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +1.3% | 388,865 | $16.4M |
| Pettinga Financial Advisors LLC | 3.56% | Add +1.3% | 384,057 | $16.2M |
| Focus Partners Wealth | 0.03% | Add +24.4% | 366,197 | $15.5M |
| Boyum Wealth Architects LLC | 10.71% | Add +1.2% | 344,063 | $14.5M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -1.1% | 343,662 | $14.5M |
| Captrust Financial Advisors | 0.03% | Add +7.9% | 336,570 | $14.2M |
| Ted Buchan & Co | 5.62% | Add +2.8% | 334,657 | $14.1M |
| World Investment Advisors | 0.32% | Add +15.6% | 331,085 | $14.0M |
| Baker Ellis Asset Management LLC | 1.89% | Reduce -1.2% | 325,685 | $13.8M |
| Stonebridge Financial Group, LLC | 1.31% | Reduce -1.9% | 319,572 | $13.5M |
| Wealthspire Retirement, LLC | 0.87% | Reduce -0.3% | 312,448 | $13.2M |
| Clear Harbor Asset Management, LLC | 0.97% | Add +2.2% | 305,775 | $12.9M |
| Montz Harcus Wealth Management LLC | 6.22% | Add +3.2% | 304,800 | $12.9M |
| Glenmede Investment Management, LP | 0.07% | — | 304,284 | $12.9M |
| Compass Financial Group, Inc. | 6.03% | Reduce -2.3% | 284,578 | $12.0M |
| Cornerstone Wealth Management, LLC | 0.69% | Add +10.7% | 270,761 | $11.4M |
| Rodgers & Associates, LTD | 1.18% | Reduce -16.7% | 254,219 | $10.7M |
| Osborne Partners Capital Management, LLC | 0.57% | Reduce -3.6% | 252,206 | $10.7M |
| JNBA Financial Advisors | 0.97% | Reduce -4.0% | 237,809 | $10.1M |
| Essex Financial Services, Inc. | 0.64% | Add +12.9% | 230,697 | $9.8M |
| Ieq Capital, LLC | 0.06% | Add +0.0% | 221,629 | $9.4M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -0.5% | 220,823 | $9.3M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -1.5% | 216,358 | $9.1M |
| Trinity Legacy Partners, LLC | 2.21% | Add +1.0% | 214,410 | $9.1M |
| Arlington Financial Advisors, LLC | 1.39% | Reduce -1.6% | 200,501 | $8.5M |
| Creative Planning | 0.01% | Reduce -1.4% | 198,482 | $8.4M |
| Marion Wealth Management | 2.04% | Add +24.3% | 193,183 | $8.2M |
| Cerity Partners LLC | 0.01% | Add +3.3% | 185,930 | $7.9M |
| MML Investors Services, LLC | 0.02% | Reduce -0.8% | 185,815 | $7.9M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -0.0% | 182,767 | $7.7M |
| FMR LLC | 0.00% | Add +7.9% | 180,181 | $7.6M |
| Resonant Capital Advisors, LLC | 0.48% | Reduce -5.0% | 176,864 | $7.5M |
| Wimmer Associates 1, LLC | 3.65% | Reduce -0.8% | 168,939 | $7.1M |
| Woodside Wealth Management LLC | 6.14% | Reduce -0.7% | 168,775 | $7.1M |
| Jones Financial Companies LLLP | 0.01% | Add +28.2% | 163,059 | $6.9M |
| Journey Advisory Group, LLC | 0.52% | Reduce -7.2% | 158,369 | $6.7M |
| Intelligence Driven Advisers, LLC | 0.98% | Add +2909.4% | 153,090 | $6.5M |
| Ellevest, Inc. | 0.94% | Add +0.1% | 139,305 | $5.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +3.9% | 138,248 | $5.8M |
| Creative Capital Management Investments LLC | 2.08% | Reduce -0.1% | 137,793 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 135,757 | $5.7M |
| Blair William & Co. | 0.02% | Add +2.4% | 135,637 | $5.7M |
| Hirtle & Co., LLC | 0.24% | Add +5.4% | 131,777 | $5.6M |
| Cornerstone Advisory, LLC | 0.60% | Add +0.2% | 131,198 | $5.5M |
| Three Bridge Wealth Advisors, LLC | 1.35% | Add +84.1% | 120,917 | $5.1M |
| Johnson & White Wealth Management, LLC | 2.54% | Add +0.3% | 119,189 | $5.0M |
| Lido Advisors, LLC | 0.03% | Reduce -31.3% | 117,790 | $5.0M |
| Cidel Asset Management Inc. | 0.29% | Reduce -0.2% | 115,656 | $4.9M |
| Market Street Wealth Management Advisors LLC | 0.78% | Reduce -0.7% | 113,392 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.6% | 109,477 | $4.6M |
| New England Private Wealth Advisors LLC | 0.65% | Add +0.2% | 103,308 | $4.4M |
| Precedent Wealth Partners, LLC | 1.03% | Reduce -3.8% | 99,914 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +2.9% | 89,970 | $3.8M |
| Legacy Private Trust Co. | 0.24% | Reduce -0.7% | 89,612 | $3.8M |
| Laurel Wealth Advisors LLC | 0.56% | Add +2.8% | 88,251 | $3.7M |
| One Wealth Map LLC | 2.05% | Add +7.7% | 87,324 | $3.7M |
| CENTRAL TRUST Co | 0.09% | Reduce -0.1% | 87,128 | $3.7M |
| Rollins Financial Advisors, LLC | 0.58% | Reduce -0.4% | 86,165 | $3.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 82,745 | $3.5M |
| Capital Market Strategies LLC | 2.43% | Reduce -11.1% | 82,395 | $3.5M |
| Unique Wealth Strategies, LLC | 1.42% | Reduce -1.6% | 79,923 | $3.4M |
| Quantinno Capital Management LP | 0.01% | Add +182.2% | 79,587 | $3.4M |
| Guidance Capital, Inc. | 0.95% | Add +24.6% | 79,620 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +1.4% | 78,802 | $3.3M |
| Yoder Wealth Management, Inc. | 1.72% | Reduce -0.1% | 78,158 | $3.3M |
| Bouvel Investment Partners, LLC | 1.11% | Reduce -44.8% | 77,869 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -88.7% | 76,201 | $3.2M |
| Modern Wealth Management, LLC | 0.08% | New | 74,160 | $3.1M |
| WCG Wealth Advisors LLC | 0.20% | New | 72,790 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +221.8% | 72,533 | $3.1M |
| WFA of San Diego, LLC | 2.18% | — | 69,723 | $2.9M |
| Security Financial Services, INC. | 0.51% | Reduce -0.1% | 68,558 | $2.9M |
| KWB Wealth | 0.35% | Reduce -8.9% | 71,243 | $2.9M |
| FDx Advisors, Inc. | 0.87% | Reduce -1.8% | 67,582 | $2.9M |
| Sigma Investment Counselors Inc. | 0.15% | Reduce -0.1% | 65,780 | $2.8M |
| Institute for Wealth Management, LLC. | 0.29% | Reduce -0.7% | 61,415 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +1.4% | 60,442 | $2.6M |
| Smith Salley Wealth Management | 0.14% | No change | 59,300 | $2.5M |
| Jacobi Capital Management LLC | 0.16% | Add +5.6% | 58,761 | $2.5M |
| Northwest Bancshares, Inc. | 0.43% | Reduce -0.3% | 58,074 | $2.5M |
| JFS Wealth Advisors, LLC | 0.16% | Add +0.1% | 57,746 | $2.4M |
| Sigma Planning Corp | 0.07% | Reduce -16.6% | 56,292 | $2.4M |
| Bell Investment Advisors, Inc | 0.40% | Add +14.6% | 54,714 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.3% | 53,125 | $2.2M |
| Montag A & Associates Inc. | 0.11% | No change | 52,130 | $2.2M |
| M Holdings Securities, Inc. | 0.37% | Add +31.5% | 50,720 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -43.8% | 50,553 | $2.1M |
| Summit Financial, LLC | 0.05% | Reduce -4.7% | 50,508 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -0.5% | 49,922 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +871.9% | 49,004 | $2.1M |
| Evergreen Capital Management LLC | 0.06% | Add +295.0% | 48,915 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Add +9.6% | 47,244 | $2.0M |
| Great Lakes Advisors, LLC | 0.02% | No change | 46,500 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -12.9% | 46,172 | $2.0M |
| Comerica Bank | 0.01% | Reduce -0.2% | 45,209 | $1.9M |
| Sheets Smith Wealth Management | 0.22% | Reduce -5.0% | 45,186 | $1.9M |
| McNamara Financial Services, Inc. | 0.37% | Add +2.6% | 43,571 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -6.2% | 40,850 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +23.8% | 39,404 | $1.7M |
| Independent Advisor Alliance | 0.05% | Add +4.5% | 39,378 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 39,282 | $1.7M |
| Novare Capital Management LLC | 0.13% | Reduce -0.8% | 38,976 | $1.6M |
| Verum Partners LLC | 0.38% | Reduce -0.6% | 38,966 | $1.6M |
| AQR Capital Management | 0.00% | Add +17.9% | 38,371 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -4.1% | 38,261 | $1.6M |
| SigFig Wealth Management, LLC | 0.05% | Add +1.1% | 38,340 | $1.6M |
| West Financial Advisors, LLC | 0.27% | No change | 36,980 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.41% | Reduce -0.8% | 36,351 | $1.5M |
| Glen Eagle Advisors, LLC | 0.23% | Reduce -9.2% | 35,994 | $1.5M |
| Burt Wealth Advisors | 0.35% | Add +12.7% | 35,838 | $1.5M |
| HB Wealth Management, LLC | 0.01% | No change | 35,753 | $1.5M |
| Rather & Kittrell, Inc. | 0.30% | Add +0.4% | 35,374 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -8.9% | 33,982 | $1.4M |
| Sterling Financial Planning, Inc. | 0.48% | Reduce -0.1% | 33,849 | $1.4M |
| Cwm, LLC | 0.00% | Reduce -0.3% | 32,831 | $1.4M |
| Whipplewood Advisors, LLC | 0.76% | Add +5356.0% | 32,736 | $1.4M |
| Arkadios Wealth Advisors | 0.04% | Reduce -13.0% | 32,513 | $1.4M |
| Fairman Group, LLC | 1.12% | Add +0.3% | 32,345 | $1.4M |
| Certified Advisory Corp | 0.14% | Add +111.7% | 32,129 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +17.6% | 31,943 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.5% | 31,907 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.4% | 31,901 | $1.3M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -0.4% | 31,655 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.9% | 31,632 | $1.3M |
| GTS Securities LLC | 0.06% | New | 31,408 | $1.3M |
| Addison Advisors LLC | 0.33% | No change | 31,305 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 31,127 | $1.3M |
| Diversified Portfolios, Inc. | 0.12% | Reduce -0.8% | 30,955 | $1.3M |
| Principle Wealth Partners LLC | 0.08% | No change | 30,570 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -13.1% | 30,500 | $1.3M |
| Detalus Advisors, LLC | 0.37% | Reduce -0.3% | 29,832 | $1.3M |
| Obsidian Personal Planning Solutions LLC | 0.51% | Reduce -2.0% | 29,595 | $1.3M |
| Plante Moran Financial Advisors, LLC | 0.09% | Reduce -1.9% | 29,452 | $1.2M |
| Diversified Trust Co. | 0.03% | New | 29,280 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +31.0% | 28,088 | $1.2M |
| Allen Capital Group, LLC | 0.12% | Reduce -25.0% | 27,542 | $1.2M |
| Colorado Capital Management, Inc. | 0.49% | No change | 27,045 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.6% | 26,691 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 26,150 | $1.1M |
| Austin Wealth Management, LLC | 0.20% | Add +4.9% | 25,861 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.67% | Reduce -13.4% | 25,346 | $1.1M |
| Wealthspan Partners, LLC | 0.44% | No change | 25,075 | $1.1M |
| AIMZ Investment Advisors, LLC | 0.35% | No change | 25,000 | $1.1M |
| EnRich Financial Partners LLC | 0.32% | Reduce -1.6% | 24,995 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 24,400 | $1.0M |
| Austin Asset Management Co Inc | 0.21% | No change | 24,266 | $1.0M |
| IFP Advisors, Inc | 0.03% | Add +15.6% | 24,100 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +31.2% | 24,082 | $1.0M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -1.0% | 23,831 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.3% | 23,698 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 23,680 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.8% | 23,460 | $992K |
| Kaydan Wealth Management, Inc. | 0.32% | No change | 23,355 | $987K |
| WealthPlan Investment Management, LLC | 0.07% | Add +1.4% | 23,256 | $983K |
| Brighton Jones LLC | 0.03% | Add +2.7% | 23,233 | $982K |
| Cooper Financial Group | 0.11% | Reduce -8.8% | 22,882 | $967K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -6.8% | 22,243 | $940K |
| Elevation Point Wealth Partners, LLC | 0.07% | New | 21,988 | $929K |
| Gateway Wealth Partners, LLC | 0.18% | New | 21,942 | $927K |
| Abacus Wealth Partners, LLC | 0.14% | Add +163.4% | 21,680 | $916K |
| Sovereign Financial Group, Inc. | 0.19% | Add +1.4% | 21,275 | $899K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -41.6% | 21,161 | $894K |
| Merit Financial Group, LLC | 0.01% | Add +32.1% | 21,117 | $893K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 21,015 | $888K |
| Center for Financial Planning, Inc. | 0.10% | Add +0.0% | 20,442 | $864K |
| Regions Financial Corp. | 0.01% | No change | 20,425 | $863K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.2% | 20,109 | $850K |
| Summit Place Financial Advisors, LLC | 0.43% | No change | 20,000 | $845K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.96% | Reduce -0.1% | 19,992 | $845K |
| Evercore Wealth Management, LLC | 0.01% | No change | 19,658 | $831K |
| Intrua Financial, LLC | 0.12% | Add +5.6% | 19,279 | $815K |
| SkyView Investment Advisors, LLC | 0.12% | Reduce -0.9% | 19,217 | $809K |
| Apexium Financial, LP | 0.04% | Reduce -0.1% | 19,081 | $807K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -4.0% | 18,834 | $796K |
| Almanack Investment Partners, LLC. | 0.12% | No change | 18,530 | $783K |
| Bank of Montreal | 0.00% | Add +8.3% | 17,746 | $750K |
| Natixis Advisors, LLC | 0.00% | Reduce -6.1% | 17,592 | $744K |
| Edge Financial Advisors LLC | 0.39% | Reduce -37.5% | 17,487 | $742K |
| WealthShield Partners, LLC | 0.09% | Reduce -5.2% | 17,400 | $735K |
| SageView Advisory Group, LLC | 0.03% | Reduce -4.7% | 17,039 | $735K |
| Prudential PLC | 0.00% | Reduce -40.9% | 17,379 | $735K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -2.8% | 17,346 | $733K |
| Choreo, LLC | 0.01% | Reduce -21.5% | 17,340 | $733K |
| Western Wealth Management, LLC | 0.04% | Add +5.5% | 17,112 | $723K |
| Chapman Financial Group, LLC | 0.60% | — | 16,794 | $710K |
| Cadence Bank | 0.05% | Reduce -1.2% | 16,699 | $706K |
| Virtus Family Office LLC | 0.89% | New | 16,525 | $699K |
| Paulson Wealth Management Inc. | 0.18% | No change | 16,185 | $684K |
| Willow Creek Wealth Management Inc. | 0.06% | No change | 15,805 | $668K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 15,559 | $658K |
| Harbor Asset Planning, Inc. | 0.63% | — | 15,489 | $655K |
| Fortitude Family Office, LLC | 0.21% | No change | 15,290 | $646K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 15,243 | $644K |
| Perennial Investment Advisors, LLC | 0.06% | No change | 15,199 | $642K |
| Brown Advisory Inc. | 0.00% | Reduce -2.2% | 15,126 | $639K |
| GSG Advisors LLC | 0.18% | Add +0.3% | 14,822 | $627K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -1.5% | 14,684 | $621K |
| SC&H Financial Advisors, Inc. | 0.10% | Reduce -18.1% | 14,371 | $607K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.4% | 14,335 | $606K |
| Firestone Capital Management | 0.14% | New | 14,260 | $603K |
| Legacy Financial Group LLC | 0.08% | No change | 14,234 | $602K |
| Arax Advisory Partners | 0.03% | Add +710.8% | 14,068 | $595K |
| Robinson Smith Wealth Advisors LLC | 0.48% | Add +15.4% | 14,068 | $595K |
| Solitude Financial Services | 0.21% | No change | 13,805 | $584K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -8.2% | 13,587 | $574K |
| Financial Advocates Investment Management | 0.05% | Reduce -13.9% | 13,326 | $563K |
| &partners | 0.00% | Add +26.6% | 13,097 | $554K |
| Sovran Advisors, LLC | 0.06% | Reduce -4.3% | 12,953 | $553K |
| Evoke Wealth, LLC | 0.01% | New | 12,915 | $546K |
| Echo Wealth Management, LLC | 0.33% | Reduce -14.8% | 12,691 | $536K |
| Trust Co of the South | 0.09% | Reduce -37.1% | 12,650 | $535K |
| Fund Evaluation Group, LLC | 0.02% | No change | 12,602 | $533K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 12,315 | $521K |
| Busey Bank | 0.02% | Add +10.7% | 12,292 | $520K |
| Foster & Motley Inc. | 0.03% | Reduce -2.5% | 12,011 | $508K |
| Choate Investment Advisors | 0.01% | No change | 12,000 | $507K |
| Clearstead Advisors, LLC | 0.01% | Add +0.0% | 11,989 | $507K |
| Mather Group, Llc. | 0.01% | Reduce -22.0% | 11,946 | $505K |
| Qube Research & Technologies Ltd | 0.00% | Add +237600.0% | 11,885 | $502K |
| Stage Harbor Financial, LLC | 0.41% | No change | 11,846 | $501K |
| Truefg, LLC | 0.15% | No change | 11,747 | $497K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -34.0% | 11,640 | $492K |
| Diversified Enterprises, LLC | 0.04% | Reduce -12.9% | 11,632 | $492K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 11,623 | $491K |
| Confluence Wealth Services, Inc. | 0.03% | No change | 11,294 | $477K |
| Valley National Advisers Inc. | 0.08% | No change | 11,304 | $477K |
| CW Advisors, LLC | 0.00% | New | 11,154 | $472K |
| Davidson Trust Co. | 0.22% | Add +62.6% | 11,123 | $470K |
| CoreCap Advisors, LLC | 0.02% | No change | 11,049 | $467K |
| LJI Wealth Management, LLC | 0.08% | No change | 11,000 | $465K |
| 1900 Wealth Management LLC | 0.03% | Add +0.5% | 10,913 | $461K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 10,866 | $459K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 10,830 | $458K |
| Morling Financial Advisors, LLC | 0.15% | No change | 10,820 | $457K |
| RIA Advisory Group LLC | 0.13% | Reduce -5.0% | 10,814 | $457K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -47.8% | 10,690 | $452K |
| Integrity Alliance, Llc. | 0.02% | Reduce -31.9% | 10,465 | $442K |
| Sandbox Financial Partners, LLC | 0.14% | Add +0.2% | 10,352 | $438K |
| Oppenheimer & Co. Inc. | 0.01% | Add +19.6% | 10,322 | $436K |
| Principia Wealth Advisory, LLC | 0.37% | No change | 10,211 | $432K |
| CRA Financial Services, LLC | 0.07% | Reduce -18.1% | 10,209 | $432K |
| Maridea Wealth Management LLC | 0.11% | New | 10,074 | $426K |
| Beckerman Institutional, LLC | 0.28% | No change | 10,036 | $424K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 9,765 | $424K |
| AssuredPartners Investment Advisors, LLC | 0.10% | Add +0.4% | 10,017 | $423K |
| BlackRock, Inc. | 0.00% | Add +25.3% | 9,866 | $417K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.4% | 9,760 | $413K |
| Integrated Advisors Network LLC | 0.02% | New | 9,737 | $412K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 9,536 | $403K |
| Spire Wealth Management | 0.01% | Reduce -24.4% | 9,481 | $401K |
| Mission Wealth Management, LP | 0.01% | Add +31.4% | 9,366 | $396K |
| Weatherly Asset Management L. P. | 0.03% | Reduce -9.7% | 9,308 | $393K |
| Welch Group, LLC | 0.02% | Add +1.0% | 9,271 | $392K |
| Citadel Advisors | 0.00% | Add +40.9% | 9,265 | $392K |
| National Bank of Canada | 0.00% | Reduce -8.0% | 9,235 | $390K |
| Syverson Strege & Co | 0.09% | Add +0.1% | 9,224 | $390K |
| Roundview Capital LLC | 0.03% | Reduce -9.8% | 9,215 | $390K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.7% | 9,193 | $389K |
| Sightline Wealth Advisors, LLC | 0.19% | Add +0.4% | 9,148 | $387K |
| Blue Fin Capital, Inc. | 0.06% | Reduce -0.7% | 9,015 | $381K |
| Private Trust Co. NA | 0.04% | Add +2.6% | 9,001 | $380K |
| Tradition Wealth Management, LLC | 0.03% | No change | 8,975 | $379K |
| Scotia Capital Inc. | 0.00% | Add +1.4% | 8,948 | $378K |
| Glassman Wealth Services | 0.06% | No change | 8,898 | $376K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.1% | 8,870 | $375K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.1% | 8,827 | $373K |
| Salem Investment Counselors Inc. | 0.01% | No change | 8,800 | $372K |
| Keybank National Association | 0.00% | New | 8,762 | $370K |
| Advisory Services Network, LLC | 0.01% | Add +11.4% | 8,658 | $369K |
| HM Payson & Co. | 0.01% | No change | 8,700 | $368K |
| Novem Group | 0.05% | Reduce -4.0% | 8,624 | $365K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.6% | 8,610 | $364K |
| Plancorp, LLC | 0.01% | Reduce -0.0% | 8,603 | $364K |
| Mgo One Seven LLC | 0.01% | New | 8,586 | $363K |
| KCM Investment Advisors LLC | 0.01% | New | 8,565 | $362K |
| NWK Group, Inc. | 0.13% | No change | 8,500 | $359K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,446 | $357K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 8,436 | $357K |
| Koshinski Asset Management, Inc. | 0.03% | Add +19.6% | 8,419 | $356K |
| Intellus Advisors LLC | 0.05% | New | 8,400 | $355K |
| Claro Advisors Inc. | 0.06% | No change | 8,210 | $347K |
| Steph & Co. | 0.11% | No change | 8,190 | $346K |
| Assetmark, Inc. | 0.00% | Add +93.3% | 8,143 | $344K |
| Scott Marsh Financial, LLC | 0.13% | — | 8,139 | $344K |
| First Nebraska Trust Co | 0.03% | No change | 8,005 | $338K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 8,002 | $338K |
| Indiana Trust & Investment Management Co | 0.11% | No change | 7,995 | $338K |
| SCS Capital Management LLC | 0.00% | Add +0.4% | 7,989 | $338K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.6% | 7,952 | $336K |
| Revisor Wealth Management LLC | 0.12% | New | 7,785 | $335K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.2% | 7,869 | $333K |
| Harbour Investments, Inc. | 0.01% | Add +16.1% | 7,590 | $321K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +0.4% | 7,571 | $320K |
| Wood Tarver Financial Group, LLC | 0.10% | New | 7,545 | $318K |
| Traction Financial Partners, LLC | 0.22% | No change | 7,505 | $317K |
| Curated Wealth Partners LLC | 0.04% | No change | 7,500 | $317K |
| Exchange Capital Management, Inc. | 0.05% | Reduce -12.8% | 7,485 | $316K |
| FineMark National Bank & Trust | 0.01% | No change | 7,430 | $314K |
| Global Assets Advisory, LLC | 0.12% | Reduce -68.0% | 7,350 | $314K |
| Leo Wealth, LLC | 0.02% | New | 7,389 | $312K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -90.7% | 1,147 | $309K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.9% | 7,229 | $306K |
| Parallel Advisors, LLC | 0.01% | No change | 7,141 | $302K |
| Brookstone Capital Management | 0.00% | Add +25.5% | 7,124 | $301K |
| Principal Securities, Inc. | 0.01% | No change | 7,065 | $299K |
| Trek Financial, LLC | 0.02% | Add +1.4% | 7,060 | $298K |
| Tiaa Trust, National Association | 0.00% | No change | 6,994 | $296K |
| Cedar Point Capital Partners, LLC | 0.21% | Reduce -15.1% | 6,990 | $295K |
| Sonora Investment Management Group, LLC | 0.02% | Add +0.1% | 6,989 | $295K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 6,988 | $295K |
| Vishria Bird Financial Group, LLC | 0.10% | No change | 6,934 | $293K |
| Financial Alternatives, Inc | 0.19% | No change | 6,920 | $293K |
| Paragon Capital Management Ltd | 0.05% | No change | 6,880 | $291K |
| Forum Private Client Group LLC | 0.11% | No change | 6,851 | $290K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -54.5% | 6,615 | $280K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.8% | 6,587 | $278K |
| Efficient Frontier Advisors LLC | 0.18% | Add +0.4% | 6,793 | $276K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 6,515 | $275K |
| Fifth Third Bancorp | 0.00% | Reduce -11.2% | 6,515 | $275K |
| MBA Advisors LLC | 0.13% | Reduce -0.4% | 6,460 | $273K |
| QRG Capital Management, Inc. | 0.00% | New | 6,448 | $273K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -11.8% | 6,385 | $270K |
| Vise Technologies, Inc. | 0.01% | — | 6,385 | $270K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 6,316 | $267K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +5.4% | 6,293 | $266K |
| WealthBridge Capital Management, LLC | 0.07% | Add +0.1% | 6,198 | $262K |
| PKS Advisory Services, LLC | 0.06% | Reduce -1.1% | 6,175 | $261K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Reduce -0.4% | 6,169 | $261K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.3% | 6,082 | $257K |
| Obermeyer Wealth Partners | 0.01% | New | 6,050 | $256K |
| HCR Wealth Advisors | 0.03% | No change | 6,000 | $254K |
| Trust Co. of Toledo NA | 0.03% | No change | 6,000 | $254K |
| Genesis Wealth Advisors, LLC | 0.19% | No change | 5,940 | $251K |
| D. E. Shaw & Co. | 0.00% | New | 5,913 | $250K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -4.0% | 5,711 | $247K |
| Laurel Wealth Planning LLC | 0.14% | No change | 5,811 | $246K |
| Engineers Gate Manager LP | 0.00% | New | 5,757 | $243K |
| Breakwater Investment Management | 0.09% | No change | 5,600 | $237K |
| Eq Wealth Advisors, LLC | 0.16% | No change | 5,529 | $234K |
| Essex Bank | 0.06% | No change | 5,525 | $234K |
| First Long Island Investors, LLC | 0.02% | No change | 5,500 | $232K |
| Tilson Financial Group, Inc. | 0.09% | Add +0.4% | 5,468 | $231K |
| Vanguard Group Inc. | 0.00% | Add +2.8% | 5,350 | $226K |
| Bond & Devick Financial Network, Inc. | 0.07% | New | 5,335 | $226K |
| AE Wealth Management LLC | 0.00% | Add +6.0% | 5,326 | $225K |
| Hara Capital LLC | 0.14% | No change | 5,310 | $224K |
| Midwest Financial Group LLC | 0.12% | No change | 5,256 | $222K |
| M&T Bank Corp | 0.00% | No change | 5,245 | $222K |
| Insight Inv LLC | 0.15% | No change | 5,205 | $220K |
| Geometric Wealth Advisors | 0.03% | No change | 5,180 | $219K |
| Syon Capital LLC | 0.01% | New | 5,178 | $219K |
| Eclectic Associates Inc. | 0.05% | New | 5,147 | $218K |
| Collaborative Wealth Managment Inc. | 0.09% | No change | 5,080 | $215K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -2.9% | 5,050 | $213K |
| LexAurum Advisors, LLC | 0.03% | No change | 5,040 | $213K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 5,023 | $213K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -7.9% | 5,010 | $212K |
| CapWealth Advisors, LLC | 0.02% | No change | 5,000 | $211K |
| Brown Financial Advisory | 0.12% | No change | 4,993 | $211K |
| Tidemark, LLC | 0.07% | Reduce -4.1% | 4,985 | $211K |
| RVW Wealth, LLC | 0.02% | New | 4,956 | $209K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 4,928 | $208K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 4,890 | $207K |
| Prairiewood Capital, LLC | 0.08% | New | 4,882 | $206K |
| Carnegie Investment Counsel | 0.00% | New | 4,881 | $206K |
| Visionary Wealth Advisors | 0.01% | New | 4,860 | $205K |
| Wesbanco Bank Inc. | 0.01% | New | 4,860 | $205K |
| Appleton Partners Inc. | 0.01% | New | 4,861 | $205K |
| Armor Investment Advisors, LLC | 0.08% | No change | 4,750 | $201K |
| Iowa State Bank | 0.04% | New | 4,750 | $201K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 4,745 | $201K |
| Lanark Financial, Inc. | 0.02% | No change | 4,735 | $200K |
| Crewe Advisors LLC | 0.03% | No change | 4,640 | $196K |
| New Republic Capital, LLC | 0.07% | Add +0.4% | 4,606 | $195K |
| Pacific Center for Financial Services | 0.05% | Add +0.0% | 4,551 | $192K |
| Webster Bank, N. A. | 0.02% | No change | 4,526 | $191K |
| GS Investments, Inc. | 0.08% | No change | 4,425 | $187K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 4,110 | $174K |
| Milestone Investment Advisors LLC | 0.04% | No change | 4,000 | $169K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.4% | 3,701 | $156K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.24% | No change | 3,500 | $148K |
| Johnson Financial Group, Inc. | 0.01% | Add +16.8% | 3,475 | $147K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,475 | $147K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.4% | 3,424 | $145K |
| Balentine LLC | 0.01% | Reduce -1.7% | 3,186 | $135K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,000 | $127K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,973 | $126K |
| Barrett & Company, Inc. | 0.05% | No change | 2,894 | $122K |
| Park Place Capital Corp | 0.03% | New | 2,833 | $121K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,821 | $119K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -7.2% | 2,660 | $112K |
| IAG Wealth Partners, LLC | 0.01% | Add +0.5% | 2,652 | $112K |
| RMG Wealth Management LLC | 0.02% | — | 2,573 | $110K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,578 | $109K |
| Hoese & Co LLP | 0.09% | No change | 2,570 | $109K |
| Integrity Financial Corp | 0.05% | Add +88.3% | 2,529 | $107K |
| Dunhill Financial, LLC | 0.03% | Reduce -1.0% | 2,525 | $107K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,500 | $106K |
| GHP Investment Advisors, Inc. | 0.00% | Add +28.3% | 2,438 | $103K |
| Franklin Resources Inc. | 0.00% | New | 2,400 | $101K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,379 | $101K |
| Archer Investment Corp | 0.02% | New | 2,369 | $100K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 2,298 | $97K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -14.8% | 2,365 | $95K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,223 | $94K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,177 | $92K |
| AllSquare Wealth Management LLC | 0.05% | No change | 2,100 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,083 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 2,053 | $87K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,020 | $85K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 2,000 | $85K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,935 | $82K |
| Blume Capital Management, Inc. | 0.02% | No change | 1,836 | $78K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,808 | $76K |
| Elevation Wealth Partners, LLC | 0.03% | Reduce -17.8% | 1,695 | $72K |
| Arlington Trust Co LLC | 0.01% | No change | 1,550 | $66K |
| Providence Capital Advisors, LLC | 0.01% | New | 1,500 | $63K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,500 | $63K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,475 | $62K |
| Bessemer Group Inc. | 0.00% | No change | 1,473 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +33.5% | 1,465 | $62K |
| Legacy Bridge, LLC | 0.03% | No change | 1,450 | $61K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 1,422 | $60K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,375 | $58K |
| Nordwand Advisors, LLC | 0.01% | No change | 1,375 | $58K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,310 | $55K |
| GW&K Investment Management, LLC | 0.00% | New | 1,258 | $53K |
| Smithfield Trust Co | 0.00% | No change | 1,205 | $51K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,185 | $50K |
| Bristlecone Advisors, LLC | 0.00% | Add +0.5% | 1,125 | $48K |
| Tsfg, LLC | 0.01% | No change | 1,115 | $47K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,108 | $47K |
| WPG Advisers, LLC | 0.04% | No change | 1,050 | $44K |
| Chilton Capital Management LLC | 0.00% | No change | 1,050 | $44K |
| Sound Income Strategies, LLC | 0.00% | Reduce -63.6% | 1,008 | $43K |
| UMB Bank, n.a. | 0.00% | Add +34.5% | 1,002 | $42K |
| North Capital, Inc. | 0.04% | Reduce -5.2% | 1,000 | $42K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $42K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 960 | $41K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 847 | $36K |
| Smartleaf Asset Management LLC | 0.00% | No change | 841 | $35K |
| Opal Wealth Advisors, LLC | 0.01% | No change | 826 | $35K |
| Missouri Trust & Investment Co | 0.01% | No change | 750 | $32K |
| Belmont Capital, LLC | 0.00% | No change | 750 | $32K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.4% | 699 | $30K |
| Luminist Capital LLC | 0.03% | No change | 650 | $28K |
| Global Retirement Partners, LLC | 0.00% | — | 640 | $27K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 545 | $23K |
| Howe & Rusling Inc. | 0.00% | No change | 530 | $22K |
| Mascoma Wealth Management LLC | 0.01% | Add +0.4% | 526 | $22K |
| Asset Dedication, LLC | 0.00% | New | 500 | $21K |
| Avion Wealth | 0.00% | No change | 498 | $21K |
| Clearstead Trust, LLC | 0.00% | No change | 490 | $21K |
| Godsey & Gibb, Inc. | 0.00% | No change | 465 | $20K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 450 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 445 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $18K |
| Russell Investments Group, Ltd. | 0.00% | No change | 390 | $16K |
| Affinity Wealth LLC | 0.01% | New | 376 | $16K |
| Fortis Group Advisors, LLC | 0.00% | No change | 360 | $15K |
| Perkins Coie Trust Co | 0.00% | No change | 350 | $15K |
| Fairway Wealth LLC | 0.00% | Reduce -40.8% | 345 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 330 | $14K |
| Private Wealth Management Group, LLC | 0.00% | New | 328 | $14K |
| Rossby Financial, LCC | 0.01% | No change | 325 | $14K |
| Accredited Wealth Management, LLC | 0.01% | No change | 300 | $13K |
| Key Financial Inc | 0.00% | No change | 255 | $11K |
| LRI Investments, LLC | 0.00% | No change | 250 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 213 | $9K |
| Binnacle Investments Inc | 0.01% | New | 211 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 205 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 190 | $8K |
| CX Institutional | 0.00% | No change | 155 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 153 | $6K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 145 | $6K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +108.3% | 125 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 86 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 38 | $2K |
| ORG Partners LLC | 0.00% | No change | 25 | $1K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 25 | $1K |
| Transce3nd, LLC | 0.00% | Reduce -70.0% | 12 | $507 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $423 |
"% 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.