Invesco Rafi US 1000 ETFPRFETF
13F holders, Q3 2025 (September 30)537holders +6
40new positions
27sold out
4famous investors
$45.21avg. 13F price*
At the end of Q3 2025, 537 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, up 6 from Q2 2025. 40 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($523.4M), Ameriprise Financial Inc. ($326.6M) and PNC Financial Services Group, Inc. ($230.4M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $32.7M |
| Exits | 27 | $9.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,487,445 shares bought and 3,811,626 shares sold, net −1,324,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 537 holders
| Bank of America Corp. | 0.04% | Add +0.1% | 11,576,734 | $523.4M |
| Ameriprise Financial Inc. | 0.08% | Reduce -1.6% | 7,225,605 | $326.6M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -0.7% | 5,095,200 | $230.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.2% | 4,726,732 | $213.7M |
| Waverly Advisors, LLC | 1.70% | Reduce -0.6% | 3,758,372 | $169.9M |
| Invesco Ltd. | 0.02% | Reduce -1.5% | 3,138,738 | $141.9M |
| Mariner, LLC | 0.18% | Reduce -3.3% | 3,080,462 | $139.3M |
| Commonwealth Equity Services, LLC | 0.17% | Add +1.9% | 2,863,825 | $129.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +0.9% | 2,715,950 | $123.3M |
| LPL Financial LLC | 0.03% | Add +0.2% | 2,538,671 | $114.8M |
| Morgan Stanley | 0.01% | Reduce -0.9% | 2,132,498 | $96.4M |
| Linscomb Wealth, Inc. | 4.14% | Add +2.1% | 2,124,133 | $96.0M |
| Arbor Investment Advisors, LLC | 11.82% | Reduce -9.4% | 2,058,963 | $93.1M |
| D.A. Davidson & Co. | 0.57% | Add +7.6% | 1,971,830 | $89.1M |
| Wells Fargo & Company | 0.02% | Reduce -3.0% | 1,825,290 | $82.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.7% | 1,815,585 | $82.1M |
| Berman McAleer LLC | 9.84% | — | 1,556,108 | $70.4M |
| RFG Advisory, LLC | 1.31% | Reduce -26.1% | 1,395,529 | $63.1M |
| Raymond James Financial Inc. | 0.02% | Add +0.9% | 1,387,727 | $62.7M |
| NorthCoast Asset Management LLC | 0.23% | Reduce -3.9% | 1,284,595 | $58.1M |
| Synovus Financial Corp. | 0.64% | Add +0.1% | 1,233,291 | $55.8M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 1,224,469 | $55.4M |
| AlphaCore Capital LLC | 1.42% | Add +3.4% | 936,002 | $42.3M |
| Cetera Investment Advisers | 0.05% | Add +33.9% | 910,384 | $41.2M |
| UBS Group AG | 0.01% | Add +0.9% | 841,427 | $38.0M |
| Larson Financial Group LLC | 1.27% | Add +31.7% | 799,726 | $36.2M |
| Garrett Wealth Advisory Group, LLC | 6.95% | Add +1.7% | 789,237 | $35.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.88% | Reduce -0.8% | 785,279 | $35.5M |
| Corient Private Wealth LP | 0.05% | Reduce -2.9% | 738,879 | $33.4M |
| Equitable Holdings, Inc. | 0.24% | Reduce -3.5% | 708,390 | $32.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.13% | Reduce -1.3% | 706,436 | $31.9M |
| Pinnacle Financial Group, LLC / IL | 9.41% | Add +0.8% | 688,286 | $31.1M |
| Klingman & Associates, LLC | 1.55% | Reduce -0.7% | 681,499 | $30.8M |
| Charles Schwab Trust Co | 2.01% | Reduce -0.6% | 655,599 | $29.6M |
| HighTower Advisors, LLC | 0.03% | Add +3.3% | 633,867 | $28.7M |
| Rothschild Investment LLC | 1.58% | Reduce -0.2% | 618,102 | $27.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 612,637 | $27.7M |
| Charter Capital Management, LLC\DE | 14.01% | Add +2.5% | 574,412 | $26.0M |
| Osaic Holdings, Inc. | 0.03% | Add +14.9% | 558,699 | $24.9M |
| Truist Financial Corp. | 0.03% | Add +10.2% | 537,184 | $24.3M |
| Pathstone Holdings, LLC | 0.09% | Reduce -48.8% | 534,586 | $24.2M |
| Saxon Interests, Inc. | 9.38% | Add +3.0% | 540,729 | $24.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.47% | Reduce -3.4% | 527,133 | $23.8M |
| Breakwater Capital Group | 3.41% | Add +2.7% | 510,273 | $23.1M |
| Wharton Business Group, LLC | 0.97% | No change | 493,135 | $22.3M |
| Boulder Wealth Advisors, LLC | 9.67% | — | 460,109 | $20.8M |
| McIlrath & Eck, LLC | 2.12% | Reduce -4.9% | 453,808 | $20.5M |
| Flynn Zito Capital Management, LLC | 7.12% | Reduce -12.6% | 426,310 | $19.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -2.5% | 414,083 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +1.2% | 393,408 | $17.8M |
| Allworth Financial LP | 0.08% | Reduce -3.7% | 386,443 | $17.5M |
| Boyum Wealth Architects LLC | 10.60% | Add +10.6% | 380,688 | $17.2M |
| Focus Partners Wealth | 0.03% | Add +0.2% | 366,820 | $16.6M |
| Pettinga Financial Advisors LLC | 3.14% | Reduce -7.2% | 356,400 | $16.1M |
| Captrust Financial Advisors | 0.03% | Add +3.6% | 348,825 | $15.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.6% | 341,588 | $15.4M |
| World Investment Advisors | 0.30% | Reduce -1.8% | 325,300 | $14.7M |
| Baker Ellis Asset Management LLC | 1.81% | Reduce -0.4% | 324,413 | $14.7M |
| Stonebridge Financial Group, LLC | 1.27% | Add +0.0% | 319,653 | $14.5M |
| Wealthspire Retirement, LLC | 0.90% | Add +0.2% | 312,934 | $14.1M |
| Montz Harcus Wealth Management LLC | 6.10% | Add +1.4% | 309,216 | $14.0M |
| Clear Harbor Asset Management, LLC | 0.96% | Reduce -1.1% | 302,341 | $13.7M |
| Ted Buchan & Co | 5.33% | Reduce -10.0% | 301,068 | $13.6M |
| Glenmede Investment Management, LP | 0.06% | Reduce -3.2% | 294,539 | $13.3M |
| Cornerstone Wealth Management, LLC | 0.69% | Add +1.9% | 275,930 | $12.5M |
| Compass Financial Group, Inc. | 5.54% | Reduce -4.1% | 272,901 | $12.3M |
| Osborne Partners Capital Management, LLC | 0.57% | Reduce -0.8% | 250,206 | $11.3M |
| Rodgers & Associates, LTD | 1.16% | Reduce -1.7% | 249,813 | $11.3M |
| AQR Capital Management | 0.01% | Add +546.7% | 248,136 | $11.2M |
| JNBA Financial Advisors | 0.97% | Reduce -0.6% | 236,336 | $10.7M |
| Essex Financial Services, Inc. | 0.64% | Add +2.2% | 235,720 | $10.7M |
| Ieq Capital, LLC | 0.03% | Add +3.0% | 228,363 | $10.3M |
| Wealthspire Advisors, LLC | 0.05% | Add +0.1% | 220,956 | $10.0M |
| Trinity Legacy Partners, LLC | 2.28% | Add +1.2% | 217,016 | $9.9M |
| Vestmark Advisory Solutions, Inc. | 0.18% | New | 211,321 | $9.6M |
| Creative Planning | 0.01% | Add +3.8% | 206,032 | $9.3M |
| Arlington Financial Advisors, LLC | 1.33% | Add +0.1% | 200,621 | $9.1M |
| FMR LLC | 0.00% | Add +8.7% | 195,861 | $8.9M |
| Perigon Wealth Management, LLC | 0.18% | Add +6.0% | 193,697 | $8.8M |
| Marion Wealth Management | 2.07% | Add +0.1% | 193,384 | $8.7M |
| Cerity Partners LLC | 0.01% | Add +0.6% | 187,051 | $8.5M |
| Jones Financial Companies LLLP | 0.01% | Add +13.3% | 184,785 | $8.4M |
| Woodside Wealth Management LLC | 6.06% | Add +0.7% | 170,000 | $7.7M |
| Wimmer Associates 1, LLC | 3.68% | Add +0.1% | 169,158 | $7.6M |
| Resonant Capital Advisors, LLC | 0.44% | Reduce -5.9% | 166,454 | $7.5M |
| Seven Mile Advisory | 1.23% | New | 166,242 | $7.5M |
| Prosperity Consulting Group, LLC | 0.35% | New | 157,530 | $7.1M |
| Intelligence Driven Advisers, LLC | 0.95% | Reduce -0.7% | 152,032 | $6.9M |
| Journey Advisory Group, LLC | 0.51% | Reduce -4.4% | 151,418 | $6.8M |
| Three Bridge Wealth Advisors, LLC | 1.70% | Add +21.0% | 146,290 | $6.6M |
| MML Investors Services, LLC | 0.02% | Reduce -23.9% | 141,341 | $6.4M |
| Ellevest, Inc. | 0.90% | No change | 139,305 | $6.3M |
| Creative Capital Management Investments LLC | 1.97% | Reduce -0.9% | 136,483 | $6.2M |
| Blair William & Co. | 0.02% | Reduce -0.4% | 135,154 | $6.1M |
| MAI Capital Management | 0.04% | Add +228.6% | 134,225 | $6.1M |
| Hirtle & Co., LLC | 0.24% | No change | 131,777 | $6.0M |
| Cornerstone Advisory, LLC | 0.58% | Reduce -1.2% | 129,668 | $5.9M |
| Lido Advisors, LLC | 0.02% | Add +8.0% | 127,198 | $5.8M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -9.8% | 124,661 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.7% | 122,654 | $5.5M |
| Johnson & White Wealth Management, LLC | 2.51% | Add +1.8% | 121,329 | $5.5M |
| Cidel Asset Management Inc. | 0.30% | Reduce -0.1% | 115,480 | $5.2M |
| Market Street Wealth Management Advisors LLC | 0.81% | Reduce -0.6% | 112,738 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 107,979 | $4.9M |
| New England Private Wealth Advisors LLC | 0.62% | Add +0.2% | 103,528 | $4.7M |
| Laurel Wealth Advisors LLC | 0.60% | Add +7.3% | 94,659 | $4.3M |
| Precedent Wealth Partners, LLC | 0.94% | Reduce -5.8% | 94,128 | $4.3M |
| Guidance Capital, Inc. | 1.09% | Add +14.2% | 90,898 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.1% | 89,855 | $4.1M |
| Legacy Private Trust Co. | 0.24% | Reduce -1.2% | 88,511 | $4.0M |
| One Wealth Map LLC | 2.07% | Reduce -3.0% | 84,716 | $3.9M |
| Rollins Financial Advisors, LLC | 0.59% | Reduce -0.2% | 85,972 | $3.9M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 82,845 | $3.7M |
| CENTRAL TRUST Co | 0.08% | Reduce -5.2% | 82,628 | $3.7M |
| Peapack Gladstone Financial Corp. | 0.05% | No change | 78,802 | $3.6M |
| Quantinno Capital Management LP | 0.01% | Reduce -1.7% | 78,250 | $3.5M |
| Yoder Wealth Management, Inc. | 1.67% | No change | 78,158 | $3.5M |
| Unique Wealth Strategies, LLC | 1.37% | Reduce -3.5% | 77,111 | $3.5M |
| Bouvel Investment Partners, LLC | 1.05% | Reduce -2.6% | 75,864 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.6% | 74,225 | $3.4M |
| Modern Wealth Management, LLC | 0.07% | Reduce -0.3% | 73,916 | $3.3M |
| WCG Wealth Advisors LLC | 0.21% | Add +0.1% | 72,879 | $3.3M |
| WFA of San Diego, LLC | 2.15% | Reduce -0.4% | 69,473 | $3.1M |
| KWB Wealth | 0.34% | Add +3.6% | 73,804 | $3.1M |
| Security Financial Services, INC. | 0.50% | Reduce -0.8% | 68,013 | $3.1M |
| FDx Advisors, Inc. | 0.91% | Reduce -2.2% | 66,111 | $3.0M |
| Sigma Investment Counselors Inc. | 0.15% | Reduce -1.8% | 64,585 | $2.9M |
| Jacobi Capital Management LLC | 0.17% | Add +8.0% | 63,485 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.8% | 60,929 | $2.8M |
| Institute for Wealth Management, LLC. | 0.29% | Reduce -1.0% | 60,817 | $2.7M |
| Mowery & Schoenfeld Wealth Management, LLC | 4.64% | Add +1606.5% | 59,727 | $2.7M |
| Smith Salley Wealth Management | 0.14% | No change | 59,300 | $2.7M |
| Northwest Bancshares, Inc. | 0.43% | Reduce -0.9% | 57,564 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +8.8% | 55,019 | $2.5M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -4.9% | 54,942 | $2.5M |
| Montag A & Associates Inc. | 0.11% | No change | 52,130 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.9% | 51,610 | $2.3M |
| Cwm, LLC | 0.01% | Add +50.9% | 49,525 | $2.2M |
| Bell Investment Advisors, Inc | 0.36% | Reduce -9.8% | 49,350 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -3.0% | 48,403 | $2.2M |
| Summit Financial, LLC | 0.03% | Reduce -5.4% | 47,774 | $2.2M |
| Ballentine Partners, LLC | 0.03% | No change | 47,244 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.1% | 46,996 | $2.1M |
| Sigma Planning Corp | 0.06% | Reduce -16.6% | 46,926 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Add +1.0% | 46,613 | $2.1M |
| Great Lakes Advisors, LLC | 0.02% | No change | 46,500 | $2.1M |
| Sheets Smith Wealth Management | 0.23% | Reduce -1.8% | 44,363 | $2.0M |
| Comerica Bank | 0.01% | Reduce -1.9% | 44,326 | $2.0M |
| McNamara Financial Services, Inc. | 0.36% | Reduce -1.2% | 43,041 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +31.2% | 41,860 | $1.9M |
| SigFig Wealth Management, LLC | 0.06% | Add +7.6% | 41,266 | $1.9M |
| Certified Advisory Corp | 0.17% | Add +25.0% | 40,149 | $1.8M |
| Independent Advisor Alliance | 0.05% | No change | 39,378 | $1.8M |
| Novare Capital Management LLC | 0.13% | No change | 38,976 | $1.8M |
| Verum Partners LLC | 0.37% | Reduce -0.2% | 38,882 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Add +0.0% | 38,267 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 37,913 | $1.7M |
| Evergreen Capital Management LLC | 0.04% | Reduce -22.7% | 37,810 | $1.7M |
| Burt Wealth Advisors | 0.41% | Add +2.8% | 36,838 | $1.7M |
| West Financial Advisors, LLC | 0.27% | Reduce -1.2% | 36,527 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.37% | Reduce -0.1% | 36,313 | $1.6M |
| HB Wealth Management, LLC | 0.01% | No change | 35,753 | $1.6M |
| Rather & Kittrell, Inc. | 0.28% | Reduce -0.6% | 35,154 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +2.0% | 34,676 | $1.6M |
| Renaissance Technologies | 0.00% | Add +13.1% | 34,500 | $1.6M |
| Glen Eagle Advisors, LLC | 0.21% | Reduce -5.0% | 34,194 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +5.2% | 34,188 | $1.5M |
| Bragg Financial Advisors, Inc | 0.05% | Add +5.3% | 33,332 | $1.5M |
| Whipplewood Advisors, LLC | 0.98% | Add +0.8% | 32,982 | $1.5M |
| Sterling Financial Planning, Inc. | 0.47% | Reduce -3.6% | 32,636 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.2% | 31,882 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 31,851 | $1.4M |
| Addison Advisors LLC | 0.33% | No change | 31,305 | $1.4M |
| Fairman Group, LLC | 1.14% | Reduce -3.5% | 31,204 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 31,127 | $1.4M |
| Diversified Portfolios, Inc. | 0.12% | Reduce -0.4% | 30,825 | $1.4M |
| Principle Wealth Partners LLC | 0.08% | No change | 30,570 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.2% | 30,303 | $1.4M |
| Detalus Advisors, LLC | 0.35% | Reduce -0.1% | 29,810 | $1.3M |
| Diversified Trust Co. | 0.03% | No change | 29,280 | $1.3M |
| Citadel Advisors | 0.00% | Add +213.5% | 29,049 | $1.3M |
| Obsidian Personal Planning Solutions LLC | 0.45% | Reduce -4.5% | 28,269 | $1.3M |
| Plante Moran Financial Advisors, LLC | 0.08% | Reduce -4.5% | 28,135 | $1.3M |
| Virtus Family Office LLC | 1.17% | Add +67.7% | 27,716 | $1.3M |
| Allen Capital Group, LLC | 0.12% | Reduce -1.4% | 27,157 | $1.2M |
| Colorado Capital Management, Inc. | 0.47% | No change | 27,045 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 26,695 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.0% | 26,513 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +9.2% | 26,296 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 26,150 | $1.2M |
| Austin Wealth Management, LLC | 0.18% | Reduce -0.4% | 25,762 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.65% | Add +1.1% | 25,612 | $1.2M |
| Wood Tarver Financial Group, LLC | 0.34% | Add +234.8% | 25,259 | $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 -0.1% | 24,963 | $1.1M |
| Austin Asset Management Co Inc | 0.21% | No change | 24,266 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 23,831 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 23,698 | $1.1M |
| Ancora Advisors LLC | 0.02% | No change | 23,680 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -2.5% | 23,509 | $1.1M |
| Brighton Jones LLC | 0.03% | Add +0.3% | 23,291 | $1.1M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -0.8% | 23,069 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.28% | Reduce -7.9% | 21,505 | $972K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -0.3% | 21,218 | $959K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 21,184 | $958K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 21,025 | $951K |
| Cooper Financial Group | 0.11% | Reduce -8.2% | 21,003 | $950K |
| Center for Financial Planning, Inc. | 0.10% | Reduce -0.3% | 20,375 | $921K |
| Summit Place Financial Advisors, LLC | 0.43% | No change | 20,000 | $904K |
| Intrua Financial, LLC | 0.11% | Add +3.2% | 19,899 | $900K |
| Regions Financial Corp. | 0.01% | Reduce -2.9% | 19,840 | $897K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -62.9% | 19,729 | $892K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -10.5% | 19,630 | $887K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.87% | Reduce -2.5% | 19,484 | $881K |
| SkyView Investment Advisors, LLC | 0.11% | No change | 19,217 | $869K |
| Cibc World Market Inc. | 0.00% | Reduce -31.7% | 19,190 | $868K |
| Western Wealth Management, LLC | 0.05% | Add +10.4% | 18,895 | $854K |
| Lodestar Private Asset Management LLC | 0.09% | Add +0.1% | 18,860 | $853K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -11.7% | 18,682 | $845K |
| Almanack Investment Partners, LLC. | 0.13% | No change | 18,530 | $838K |
| Bank of Montreal | 0.00% | Add +0.1% | 17,756 | $803K |
| Choreo, LLC | 0.01% | No change | 17,340 | $784K |
| Chapman Financial Group, LLC | 0.53% | Add +0.0% | 16,800 | $760K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -3.5% | 16,744 | $757K |
| Natixis Advisors, LLC | 0.00% | Reduce -6.0% | 16,540 | $748K |
| WealthShield Partners, LLC | 0.08% | Reduce -5.7% | 16,410 | $742K |
| SageView Advisory Group, LLC | 0.03% | Reduce -5.0% | 16,188 | $732K |
| Discipline Wealth Solutions, LLC | 0.19% | New | 16,120 | $729K |
| Willow Creek Wealth Management Inc. | 0.06% | No change | 15,805 | $715K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 15,559 | $703K |
| Harbor Asset Planning, Inc. | 0.63% | Add +0.4% | 15,554 | $703K |
| Edge Financial Advisors LLC | 0.31% | Reduce -11.5% | 15,476 | $700K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -21.3% | 15,473 | $700K |
| Fortitude Family Office, LLC | 0.19% | Reduce -0.4% | 15,222 | $688K |
| Perennial Investment Advisors, LLC | 0.06% | No change | 15,199 | $687K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.5% | 15,188 | $687K |
| Brown Advisory Inc. | 0.00% | Add +0.3% | 15,176 | $686K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -1.6% | 15,000 | $678K |
| GSG Advisors LLC | 0.18% | Add +0.3% | 14,870 | $674K |
| Cadence Bank | 0.04% | Reduce -12.8% | 14,567 | $659K |
| SC&H Financial Advisors, Inc. | 0.11% | Add +0.2% | 14,394 | $651K |
| Firestone Capital Management | 0.14% | No change | 14,260 | $645K |
| Legacy Financial Group LLC | 0.08% | No change | 14,234 | $644K |
| West Bancorporation Inc. | 0.35% | New | 14,082 | $637K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.0% | 13,900 | $628K |
| Fund Evaluation Group, LLC | 0.02% | Add +10.3% | 13,897 | $628K |
| Solitude Financial Services | 0.21% | No change | 13,805 | $624K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -44.1% | 13,627 | $616K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -7.4% | 13,591 | $614K |
| Abacus Wealth Partners, LLC | 0.09% | Reduce -38.3% | 13,376 | $605K |
| Davidson Trust Co. | 0.25% | Add +18.3% | 13,163 | $595K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 13,151 | $595K |
| GM Advisory Group, LLC | 0.03% | New | 13,126 | $593K |
| BlackRock, Inc. | 0.00% | Add +31.8% | 13,005 | $588K |
| Evoke Wealth, LLC | 0.01% | No change | 12,915 | $584K |
| Apexium Financial, LP | 0.03% | Reduce -33.3% | 12,736 | $576K |
| Trust Co of the South | 0.09% | No change | 12,650 | $572K |
| Sovran Advisors, LLC | 0.05% | Reduce -3.2% | 12,540 | $572K |
| Integrity Alliance, Llc. | 0.03% | Add +20.3% | 12,587 | $569K |
| Echo Wealth Management, LLC | 0.33% | Reduce -2.5% | 12,376 | $560K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 12,315 | $557K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +11.6% | 12,086 | $546K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -11.5% | 12,027 | $544K |
| Choate Investment Advisors | 0.01% | No change | 12,000 | $543K |
| Clearstead Advisors, LLC | 0.01% | Add +0.0% | 11,990 | $542K |
| Stage Harbor Financial, LLC | 0.39% | No change | 11,846 | $536K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 11,623 | $525K |
| Diversified Enterprises, LLC | 0.04% | Reduce -0.1% | 11,618 | $525K |
| Vise Technologies, Inc. | 0.02% | Add +81.3% | 11,575 | $523K |
| Foster & Motley Inc. | 0.03% | Reduce -4.9% | 11,425 | $517K |
| Confluence Wealth Services, Inc. | 0.03% | No change | 11,294 | $511K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.0% | 11,252 | $509K |
| Fisher Asset Management | 0.00% | New | 11,237 | $508K |
| Catalyst Financial Partners LLC | 0.06% | Add +3.7% | 11,086 | $501K |
| CoreCap Advisors, LLC | 0.02% | No change | 11,049 | $500K |
| Chicago Partners Investment Group LLC | 0.01% | Add +10.4% | 10,780 | $497K |
| 1900 Wealth Management LLC | 0.03% | No change | 10,913 | $493K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 10,866 | $491K |
| Morling Financial Advisors, LLC | 0.16% | No change | 10,820 | $489K |
| &partners | 0.00% | Reduce -18.8% | 10,641 | $481K |
| RIA Advisory Group LLC | 0.12% | Reduce -1.6% | 10,638 | $481K |
| Maridea Wealth Management LLC | 0.07% | Add +2.5% | 10,321 | $470K |
| Sandbox Financial Partners, LLC | 0.13% | Add +0.2% | 10,377 | $469K |
| Principia Wealth Advisory, LLC | 0.33% | No change | 10,211 | $462K |
| CRA Financial Services, LLC | 0.06% | No change | 10,209 | $462K |
| Capital Investment Advisors, LLC | 0.01% | Add +17.7% | 10,135 | $458K |
| Valley National Advisers Inc. | 0.07% | Reduce -10.6% | 10,104 | $456K |
| AssuredPartners Investment Advisors, LLC | 0.10% | Add +0.4% | 10,057 | $455K |
| Beckerman Institutional, LLC | 0.27% | No change | 10,036 | $454K |
| Truefg, LLC | 0.13% | Reduce -14.7% | 10,016 | $453K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.4% | 9,798 | $443K |
| National Bank of Canada | 0.00% | Add +6.0% | 9,785 | $442K |
| Mission Wealth Management, LP | 0.01% | Add +4.3% | 9,772 | $442K |
| Integrated Advisors Network LLC | 0.02% | Add +0.3% | 9,762 | $441K |
| Mather Group, Llc. | 0.00% | Reduce -19.0% | 9,671 | $437K |
| Johnson Investment Counsel Inc. | 0.00% | Add +20.6% | 9,594 | $434K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 9,536 | $431K |
| Spire Wealth Management | 0.01% | Add +0.1% | 9,490 | $429K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.4% | 9,477 | $428K |
| Koshinski Asset Management, Inc. | 0.03% | Add +11.0% | 9,345 | $422K |
| Weatherly Asset Management L. P. | 0.03% | No change | 9,308 | $421K |
| Welch Group, LLC | 0.02% | Add +0.3% | 9,294 | $420K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -58.5% | 9,238 | $419K |
| Essex Bank | 0.09% | Add +67.0% | 9,225 | $417K |
| Roundview Capital LLC | 0.03% | No change | 9,215 | $417K |
| Sightline Wealth Advisors, LLC | 0.19% | Add +0.4% | 9,187 | $415K |
| Plancorp, LLC | 0.01% | Add +6.6% | 9,168 | $414K |
| Assetmark, Inc. | 0.00% | Add +12.0% | 9,123 | $412K |
| Citigroup Inc. | 0.00% | New | 9,103 | $412K |
| Blue Fin Capital, Inc. | 0.06% | No change | 9,015 | $408K |
| Private Trust Co. NA | 0.04% | Reduce -1.0% | 8,915 | $403K |
| Glassman Wealth Services | 0.06% | No change | 8,898 | $402K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.1% | 8,875 | $401K |
| Scotia Capital Inc. | 0.00% | Reduce -1.1% | 8,848 | $400K |
| Salem Investment Counselors Inc. | 0.01% | No change | 8,800 | $398K |
| Syverson Strege & Co | 0.10% | Reduce -4.8% | 8,783 | $397K |
| Keybank National Association | 0.00% | No change | 8,762 | $396K |
| HM Payson & Co. | 0.01% | No change | 8,700 | $393K |
| Advisory Services Network, LLC | 0.01% | No change | 8,658 | $391K |
| KCM Investment Advisors LLC | 0.01% | No change | 8,565 | $387K |
| NWK Group, Inc. | 0.13% | No change | 8,500 | $384K |
| Intellus Advisors LLC | 0.05% | No change | 8,400 | $380K |
| Claro Advisors Inc. | 0.05% | No change | 8,210 | $371K |
| Steph & Co. | 0.11% | Reduce -0.6% | 8,145 | $368K |
| Novem Group | 0.04% | Reduce -5.8% | 8,124 | $367K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -12.1% | 8,081 | $365K |
| SCS Capital Management LLC | 0.00% | Add +0.4% | 8,023 | $363K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 8,002 | $362K |
| Indiana Trust & Investment Management Co | 0.11% | No change | 7,995 | $361K |
| First Nebraska Trust Co | 0.03% | Reduce -1.6% | 7,880 | $356K |
| Robinson Smith Wealth Advisors LLC | 0.25% | Reduce -44.3% | 7,843 | $355K |
| Obermeyer Wealth Partners | 0.02% | Add +27.9% | 7,740 | $350K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +0.4% | 7,604 | $344K |
| Sonora Investment Management Group, LLC | 0.02% | Add +7.5% | 7,514 | $340K |
| Curated Wealth Partners LLC | 0.04% | No change | 7,500 | $339K |
| Root Financial Partners, LLC | 0.02% | New | 7,498 | $339K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.8% | 7,450 | $337K |
| FineMark National Bank & Trust | 0.01% | No change | 7,430 | $336K |
| Global Assets Advisory, LLC | 0.10% | No change | 7,350 | $332K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +535.6% | 7,290 | $329K |
| HRT Financial LP | 0.00% | New | 7,299 | $329K |
| Parallel Advisors, LLC | 0.01% | No change | 7,141 | $323K |
| Principal Securities, Inc. | 0.01% | No change | 7,065 | $319K |
| Tiaa Trust, National Association | 0.00% | Add +0.2% | 7,005 | $317K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 6,988 | $316K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 6,975 | $315K |
| Brookstone Capital Management | 0.00% | Reduce -2.2% | 6,968 | $315K |
| Trek Financial, LLC | 0.02% | Reduce -1.4% | 6,962 | $315K |
| Vishria Bird Financial Group, LLC | 0.06% | No change | 6,934 | $313K |
| Financial Alternatives, Inc | 0.19% | Reduce -0.2% | 6,909 | $312K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -4.7% | 6,889 | $311K |
| Paragon Capital Management Ltd | 0.06% | No change | 6,880 | $311K |
| Forum Private Client Group LLC | 0.11% | No change | 6,851 | $310K |
| Cedar Point Capital Partners, LLC | 0.20% | Reduce -2.1% | 6,844 | $309K |
| Busey Bank | 0.01% | Reduce -44.7% | 6,792 | $307K |
| Traction Financial Partners, LLC | 0.19% | Reduce -10.0% | 6,755 | $305K |
| Insigneo Advisory Services, LLC | 0.02% | Add +5.2% | 6,718 | $304K |
| Fifth Third Bancorp | 0.00% | Add +2.0% | 6,648 | $301K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 6,515 | $300K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 6,615 | $299K |
| GTS Securities LLC | 0.01% | Reduce -79.3% | 6,508 | $294K |
| MBA Advisors LLC | 0.12% | No change | 6,460 | $292K |
| First Commonwealth Financial Corp | 0.05% | New | 6,400 | $289K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 6,316 | $286K |
| WealthBridge Capital Management, LLC | 0.07% | Add +0.1% | 6,205 | $281K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.3% | 6,100 | $276K |
| PKS Advisory Services, LLC | 0.06% | Reduce -2.3% | 6,035 | $273K |
| HCR Wealth Advisors | 0.03% | No change | 6,000 | $272K |
| Trust Co. of Toledo NA | 0.03% | No change | 6,000 | $271K |
| Genesis Wealth Advisors, LLC | 0.19% | No change | 5,940 | $269K |
| Laurel Wealth Planning LLC | 0.14% | No change | 5,811 | $263K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -1.4% | 5,634 | $257K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 5,650 | $255K |
| Pure Financial Advisors, LLC | 0.00% | New | 5,633 | $255K |
| Breakwater Investment Management | 0.09% | No change | 5,600 | $253K |
| RVW Wealth, LLC | 0.02% | Add +12.9% | 5,598 | $253K |
| Vanguard Group Inc. | 0.00% | Add +4.5% | 5,593 | $253K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -29.4% | 5,556 | $251K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +12.7% | 5,554 | $251K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Reduce -10.2% | 5,538 | $250K |
| Eq Wealth Advisors, LLC | 0.16% | No change | 5,529 | $250K |
| First Long Island Investors, LLC | 0.02% | No change | 5,500 | $249K |
| Tilson Financial Group, Inc. | 0.08% | Add +0.4% | 5,491 | $248K |
| Engineers Gate Manager LP | 0.00% | Reduce -6.3% | 5,396 | $244K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 5,335 | $241K |
| Hara Capital LLC | 0.14% | No change | 5,310 | $240K |
| Midwest Financial Group LLC | 0.11% | No change | 5,256 | $238K |
| Insight Inv LLC | 0.14% | No change | 5,205 | $235K |
| Geometric Wealth Advisors | 0.03% | No change | 5,180 | $234K |
| Syon Capital LLC | 0.01% | No change | 5,178 | $234K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -17.8% | 5,172 | $234K |
| Jane Street Group, LLC | 0.00% | New | 5,157 | $233K |
| Collaborative Wealth Managment Inc. | 0.09% | No change | 5,080 | $230K |
| M&T Bank Corp | 0.00% | Reduce -3.8% | 5,045 | $228K |
| Capital Analysts, LLC | 0.01% | Add +0.4% | 5,043 | $228K |
| LexAurum Advisors, LLC | 0.03% | Reduce -0.2% | 5,030 | $227K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 5,010 | $227K |
| CapWealth Advisors, LLC | 0.02% | No change | 5,000 | $226K |
| Tidemark, LLC | 0.07% | No change | 4,985 | $225K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -1.8% | 4,960 | $224K |
| AE Wealth Management LLC | 0.00% | Reduce -7.1% | 4,948 | $224K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 4,890 | $221K |
| Carnegie Investment Counsel | 0.00% | No change | 4,881 | $221K |
| Csenge Advisory Group | 0.01% | New | 4,868 | $220K |
| Visionary Wealth Advisors | 0.01% | No change | 4,860 | $220K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,860 | $220K |
| Armor Investment Advisors, LLC | 0.07% | No change | 4,750 | $215K |
| Iowa State Bank | 0.04% | No change | 4,750 | $215K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 4,745 | $215K |
| Transatlantique Private Wealth LLC | 0.07% | New | 4,725 | $214K |
| Sandy Cove Advisors, LLC | 0.07% | New | 4,715 | $213K |
| Lanark Financial, Inc. | 0.02% | Reduce -1.5% | 4,665 | $211K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | New | 4,660 | $211K |
| Crewe Advisors LLC | 0.02% | No change | 4,640 | $210K |
| New Republic Capital, LLC | 0.06% | Add +0.4% | 4,623 | $209K |
| Allegheny Financial Group | 0.04% | New | 4,616 | $209K |
| Prairiewood Capital, LLC | 0.07% | Reduce -5.5% | 4,614 | $209K |
| Park Place Capital Corp | 0.04% | Add +62.4% | 4,602 | $208K |
| Avior Wealth Management, LLC | 0.01% | New | 4,588 | $207K |
| Retirement Planning Group, LLC | 0.01% | New | 4,575 | $207K |
| Fidelis Capital Partners, LLC | 0.02% | New | 4,572 | $207K |
| Pacific Center for Financial Services | 0.05% | Add +0.0% | 4,553 | $206K |
| Old Port Advisors | 0.05% | New | 4,550 | $206K |
| Center For Asset Management LLC | 0.11% | New | 4,540 | $205K |
| Webster Bank, N. A. | 0.02% | No change | 4,526 | $205K |
| Keel Point, LLC | 0.01% | New | 4,503 | $204K |
| Heritage Investment Group, Inc. | 0.03% | New | 4,466 | $202K |
| GS Investments, Inc. | 0.10% | No change | 4,425 | $200K |
| GenTrust, LLC | 0.01% | New | 4,425 | $200K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 4,110 | $186K |
| Smartleaf Asset Management LLC | 0.01% | Add +387.0% | 4,096 | $185K |
| Milestone Investment Advisors LLC | 0.04% | No change | 4,000 | $181K |
| Farther Finance Advisors, LLC | 0.00% | Add +162.0% | 3,838 | $174K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +3.3% | 3,822 | $173K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,475 | $157K |
| Johnson Financial Group, Inc. | 0.01% | No change | 3,475 | $157K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +9.1% | 3,243 | $147K |
| Balentine LLC | 0.01% | No change | 3,186 | $144K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,000 | $136K |
| Barrett & Company, Inc. | 0.04% | Reduce -0.0% | 2,893 | $131K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,821 | $128K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -17.9% | 2,811 | $127K |
| Sunbelt Securities, Inc. | 0.01% | Add +17.4% | 2,776 | $126K |
| IAG Wealth Partners, LLC | 0.01% | Add +0.4% | 2,663 | $120K |
| RMG Wealth Management LLC | 0.02% | No change | 2,573 | $117K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,578 | $117K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2.8% | 2,570 | $116K |
| Hoese & Co LLP | 0.09% | No change | 2,570 | $116K |
| Integrity Financial Corp | 0.05% | No change | 2,529 | $114K |
| Dunhill Financial, LLC | 0.04% | No change | 2,525 | $114K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,438 | $110K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,379 | $108K |
| Archer Investment Corp | 0.02% | No change | 2,369 | $107K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 2,308 | $104K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,223 | $101K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,177 | $98K |
| AllSquare Wealth Management LLC | 0.05% | No change | 2,100 | $95K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,083 | $94K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,053 | $93K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,020 | $91K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 2,000 | $90K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,935 | $87K |
| Blume Capital Management, Inc. | 0.02% | No change | 1,836 | $83K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 1,695 | $77K |
| Arlington Trust Co LLC | 0.01% | No change | 1,550 | $70K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,500 | $68K |
| Bessemer Group Inc. | 0.00% | No change | 1,473 | $67K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,475 | $66K |
| Legacy Bridge, LLC | 0.03% | No change | 1,450 | $66K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 1,422 | $64K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,375 | $62K |
| Noble Wealth Management PBC | 0.03% | — | 1,325 | $60K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,310 | $59K |
| Financial Consulate, Inc. | 0.01% | New | 1,265 | $57K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,258 | $57K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,255 | $57K |
| Smithfield Trust Co | 0.00% | No change | 1,205 | $54K |
| UMB Bank, n.a. | 0.00% | Add +16.6% | 1,168 | $53K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -2.1% | 1,160 | $52K |
| Palisade Asset Management, LLC | 0.00% | New | 1,145 | $52K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,108 | $50K |
| Tsfg, LLC | 0.01% | No change | 1,115 | $50K |
| WPG Advisers, LLC | 0.04% | No change | 1,050 | $47K |
| Chilton Capital Management LLC | 0.00% | No change | 1,050 | $47K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,008 | $46K |
| North Capital, Inc. | 0.04% | Add +0.1% | 1,001 | $45K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $45K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 960 | $43K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 847 | $38K |
| Russell Investments Group, Ltd. | 0.00% | Add +114.1% | 835 | $38K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -88.2% | 777 | $35K |
| JPL Wealth Management, LLC | 0.01% | New | 770 | $35K |
| Missouri Trust & Investment Co | 0.01% | No change | 750 | $34K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.4% | 702 | $32K |
| Luminist Capital LLC | 0.03% | No change | 650 | $29K |
| Global Retirement Partners, LLC | 0.00% | No change | 640 | $29K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 545 | $25K |
| Mascoma Wealth Management LLC | 0.01% | Add +0.4% | 528 | $24K |
| Clayton Financial Group LLC | 0.02% | New | 510 | $23K |
| Clearstead Trust, LLC | 0.00% | No change | 490 | $22K |
| Avion Wealth | 0.00% | No change | 498 | $22K |
| Godsey & Gibb, Inc. | 0.00% | No change | 465 | $21K |
| Quadrant Capital Group LLC | 0.00% | New | 460 | $21K |
| Howe & Rusling Inc. | 0.00% | Reduce -14.0% | 456 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 450 | $20K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 445 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 404 | $18K |
| MCF Advisors LLC | 0.00% | New | 402 | $18K |
| Fortis Group Advisors, LLC | 0.00% | No change | 360 | $16K |
| Perkins Coie Trust Co | 0.00% | No change | 350 | $16K |
| Fairway Wealth LLC | 0.00% | No change | 345 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 332 | $15K |
| Private Wealth Management Group, LLC | 0.00% | No change | 328 | $15K |
| Rossby Financial, LCC | 0.00% | No change | 325 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -83.1% | 306 | $14K |
| Accredited Wealth Management, LLC | 0.01% | Reduce -43.3% | 170 | $14K |
| LRI Investments, LLC | 0.00% | No change | 250 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -100.0% | 238 | $11K |
| Blue Trust, Inc. | 0.00% | New | 220 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 213 | $10K |
| Binnacle Investments Inc | 0.01% | No change | 211 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 205 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 190 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | New | 175 | $8K |
| CX Institutional | 0.00% | Add +0.7% | 156 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 154 | $7K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 145 | $7K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +4.8% | 131 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 86 | $4K |
| EPG Wealth Management LLC | 0.00% | New | 41 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 38 | $2K |
| Affinity Wealth LLC | 0.00% | Reduce -91.0% | 34 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.7% | 32 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 28 | $1K |
| ORG Partners LLC | 0.00% | No change | 25 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $452 |
"% 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.