Invesco Rafi US 1000 ETFPRFETF
13F holders, Q1 2026 (March 31)564holders +5
34new positions
27sold out
3famous investors
$47.51avg. 13F price*
At the end of Q1 2026, 564 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, up 5 from Q4 2025. 34 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($527.7M), Ameriprise Financial Inc. ($360.7M) and PNC Financial Services Group, Inc. ($242.2M). 3 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $40.9M |
| Exits | 27 | $16.7M |
All 13F filers, Q4 2025 → Q1 2026: 3,905,836 shares bought and 4,242,416 shares sold, net −336,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| Bank of America Corp. | 0.04% | Add +0.8% | 11,102,869 | $527.7M |
| Ameriprise Financial Inc. | 0.08% | Reduce -1.6% | 7,590,062 | $360.7M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -1.9% | 5,096,490 | $242.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.9% | 4,827,651 | $229.5M |
| Waverly Advisors, LLC | 1.30% | Reduce -1.2% | 3,659,575 | $173.9M |
| Invesco Ltd. | 0.01% | Add +0.2% | 3,076,917 | $146.2M |
| Mariner, LLC | 0.17% | Reduce -4.8% | 2,984,153 | $141.8M |
| LPL Financial LLC | 0.04% | Add +2.6% | 2,798,890 | $133.0M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -15.8% | 2,535,887 | $120.5M |
| Morgan Stanley | 0.01% | Reduce -0.6% | 2,123,301 | $100.9M |
| D.A. Davidson & Co. | 0.61% | Add +2.6% | 2,109,275 | $100.3M |
| Wells Fargo & Company | 0.02% | Add +14.2% | 2,057,237 | $97.8M |
| Arbor Investment Advisors, LLC | 12.55% | Add +0.0% | 2,027,977 | $96.4M |
| Linscomb Wealth, Inc. | 4.18% | Reduce -7.2% | 1,975,969 | $93.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +3.5% | 1,933,484 | $91.9M |
| Focus Partners Wealth | 0.09% | Reduce -0.4% | 1,706,944 | $81.2M |
| Berman McAleer LLC | 10.19% | Add +0.4% | 1,571,539 | $74.7M |
| Raymond James Financial Inc. | 0.02% | Add +5.9% | 1,503,181 | $71.4M |
| Pinnacle Financial Partners, Inc. | 0.46% | Add +0.6% | 1,265,634 | $60.2M |
| Royal Bank of Canada | 0.01% | Add +2.9% | 1,233,042 | $58.6M |
| RFG Advisory, LLC | 0.99% | Reduce -11.8% | 1,134,257 | $53.9M |
| Larson Financial Group LLC | 1.56% | Add +17.4% | 1,022,402 | $48.6M |
| Cetera Investment Advisers | 0.05% | Add +2.5% | 948,885 | $45.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.97% | Reduce -0.8% | 932,117 | $44.3M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -68.3% | 822,040 | $39.3M |
| AlphaCore Capital LLC | 0.91% | Reduce -9.2% | 808,787 | $38.4M |
| Garrett Wealth Advisory Group, LLC | 6.73% | Reduce -1.7% | 796,038 | $37.8M |
| UBS Group AG | 0.01% | Reduce -3.5% | 786,770 | $37.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.00% | Reduce -1.6% | 761,631 | $36.2M |
| Corient Private Wealth LP | 0.05% | Add +0.4% | 758,894 | $35.9M |
| Pinnacle Financial Group, LLC / IL | 8.71% | Reduce -0.3% | 668,275 | $31.8M |
| Osaic Holdings, Inc. | 0.05% | Add +10.5% | 657,688 | $31.3M |
| Equitable Holdings, Inc. | 0.20% | Reduce -0.7% | 656,774 | $30.8M |
| Rothschild Investment LLC | 1.60% | Add +3.8% | 643,009 | $30.6M |
| Charles Schwab Trust Co | 1.96% | Reduce -1.8% | 637,458 | $30.3M |
| Klingman & Associates, LLC | 1.42% | Reduce -9.3% | 618,139 | $29.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.5% | 623,997 | $29.0M |
| Charter Capital Management, LLC\DE | 14.16% | Add +1.5% | 595,164 | $28.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.7% | 587,026 | $27.9M |
| Boyum Wealth Architects LLC | 11.22% | Add +15.5% | 518,214 | $26.8M |
| Truist Financial Corp. | 0.04% | Reduce -0.5% | 553,631 | $26.3M |
| Boulder Wealth Advisors, LLC | 10.44% | Add +12.7% | 550,343 | $26.2M |
| Penserra Capital Management LLC | 0.30% | New | 541,398 | $25.7M |
| Pathstone Holdings, LLC | 0.10% | Reduce -0.1% | 534,205 | $25.4M |
| National Bank of Canada | 0.03% | Reduce -2.2% | 531,851 | $25.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.46% | Reduce -1.2% | 507,085 | $24.1M |
| Saxon Interests, Inc. | 8.27% | Reduce -2.3% | 503,630 | $23.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +22.3% | 496,355 | $23.6M |
| Wharton Business Group, LLC | 0.89% | Add +0.4% | 495,030 | $23.5M |
| Breakwater Capital Group | 2.86% | Add +0.1% | 449,867 | $21.4M |
| Pettinga Financial Advisors LLC | 3.83% | Add +14.5% | 428,347 | $20.4M |
| Flynn Zito Capital Management, LLC | 6.45% | Reduce -2.2% | 424,698 | $20.2M |
| AQR Capital Management | 0.01% | Add +36.1% | 404,028 | $19.2M |
| McIlrath & Eck, LLC | 1.43% | Reduce -4.1% | 401,266 | $19.1M |
| World Investment Advisors | 0.31% | Add +26.7% | 398,063 | $18.9M |
| Goodman Advisory Group, LLC | 4.76% | Reduce -7.7% | 386,316 | $18.4M |
| Captrust Financial Advisors | 0.03% | Add +0.7% | 492,260 | $18.2M |
| Allworth Financial LP | 0.07% | Reduce -0.7% | 380,700 | $18.1M |
| Cornerstone Wealth Management, LLC | 0.82% | Add +12.9% | 343,934 | $16.3M |
| Montz Harcus Wealth Management LLC | 6.37% | Add +6.1% | 331,940 | $15.8M |
| Ted Buchan & Co | 5.61% | Reduce -0.1% | 325,039 | $15.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -2.0% | 321,116 | $15.3M |
| Baker Ellis Asset Management LLC | 1.80% | Reduce -1.1% | 318,719 | $15.1M |
| Wealthspire Retirement, LLC | 0.91% | Add +0.3% | 317,911 | $15.1M |
| Clear Harbor Asset Management, LLC | 1.04% | Add +1.2% | 315,293 | $15.0M |
| Stonebridge Financial Group, LLC | 1.19% | Reduce -4.3% | 304,852 | $14.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -27.3% | 297,963 | $14.2M |
| Glenmede Trust Co. NA | 0.07% | Reduce -3.1% | 284,749 | $13.5M |
| Essex Financial Services, Inc. | 0.74% | Add +7.8% | 275,840 | $13.1M |
| Creative Planning | 0.01% | Add +3.7% | 274,782 | $13.1M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +22.3% | 265,573 | $12.6M |
| Compass Financial Group, Inc. | 5.62% | Reduce -2.5% | 262,190 | $12.5M |
| Wood Tarver Financial Group, LLC | 3.39% | Add +545.0% | 257,812 | $12.3M |
| Jones Financial Companies LLLP | 0.01% | Add +16.7% | 254,055 | $11.9M |
| FMR LLC | 0.00% | Add +17.4% | 236,705 | $11.3M |
| Osborne Partners Capital Management, LLC | 0.59% | Reduce -1.5% | 236,444 | $11.2M |
| Rodgers & Associates, LTD | 1.13% | Reduce -4.7% | 233,696 | $11.1M |
| Trinity Legacy Partners, LLC | 2.39% | Add +0.8% | 221,078 | $11.0M |
| Ieq Capital, LLC | 0.05% | Add +0.0% | 228,549 | $10.9M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -0.4% | 220,720 | $10.5M |
| JNBA Financial Advisors | 0.87% | Reduce -6.0% | 218,649 | $10.4M |
| Quantinno Capital Management LP | 0.02% | Add +44.9% | 213,570 | $10.2M |
| Cerity Partners LLC | 0.01% | Add +8.5% | 198,845 | $9.5M |
| Bouvel Investment Partners, LLC | 2.73% | Add +149.2% | 198,295 | $9.4M |
| Perigon Wealth Management, LLC | 0.17% | Add +3.2% | 196,759 | $9.4M |
| Arlington Financial Advisors, LLC | 1.30% | Reduce -3.8% | 191,899 | $9.1M |
| Woodside Wealth Management LLC | 6.48% | Add +2.8% | 174,410 | $8.3M |
| Marion Wealth Management | 1.80% | Reduce -12.7% | 170,961 | $8.1M |
| Wimmer Associates 1, LLC | 3.96% | Reduce -0.0% | 170,559 | $8.1M |
| Resonant Capital Advisors, LLC | 0.42% | Add +2.5% | 170,207 | $8.1M |
| MML Investors Services, LLC | 0.02% | Add +12.9% | 157,137 | $7.5M |
| Arkadios Wealth Advisors | 0.12% | Add +373.0% | 156,793 | $7.5M |
| Blair William & Co. | 0.02% | Add +10.2% | 153,748 | $7.3M |
| Prosperity Consulting Group, LLC | 0.31% | Reduce -12.4% | 148,735 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Add +1.0% | 142,688 | $6.8M |
| Three Bridge Wealth Advisors, LLC | 1.85% | Reduce -2.5% | 141,547 | $6.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +17.0% | 140,620 | $6.7M |
| Ellevest, Inc. | 0.92% | Add +0.3% | 139,502 | $6.6M |
| Intelligence Driven Advisers, LLC | 1.15% | Reduce -3.3% | 138,356 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +12.1% | 138,282 | $6.6M |
| Lido Advisors, LLC | 0.03% | Add +8.1% | 138,122 | $6.6M |
| Fifth Third Bancorp | 0.01% | Add +2018.2% | 138,000 | $6.6M |
| Johnson & White Wealth Management, LLC | 2.73% | Add +4.8% | 135,727 | $6.5M |
| Journey Advisory Group, LLC | 0.55% | Reduce -7.6% | 135,385 | $6.4M |
| Creative Capital Management Investments LLC | 1.83% | Reduce -1.0% | 134,380 | $6.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.7% | 133,046 | $6.3M |
| Avidian Wealth Enterprises, LLC | 0.19% | Add +2495.0% | 128,662 | $6.1M |
| Cornerstone Advisory, LLC | 0.57% | Reduce -0.0% | 126,556 | $6.0M |
| Hirtle & Co., LLC | 0.22% | Reduce -11.4% | 116,689 | $5.5M |
| Cidel Asset Management Inc. | 0.30% | Reduce -0.9% | 115,924 | $5.5M |
| Laurel Wealth Advisors LLC | 0.53% | Add +1.0% | 101,223 | $5.3M |
| MAI Capital Management | 0.03% | Add +1.2% | 109,489 | $5.2M |
| Market Street Wealth Management Advisors LLC | 0.82% | Reduce -2.7% | 109,117 | $5.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 7.66% | Add +31.5% | 105,527 | $5.0M |
| New England Private Wealth Advisors LLC | 0.57% | Add +0.2% | 103,931 | $4.9M |
| Keybank National Association | 0.02% | Add +33.2% | 102,856 | $4.9M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 102,827 | $4.9M |
| Crusonia Wealth Advisors LLC | 0.99% | Reduce -0.6% | 101,130 | $4.8M |
| Precedent Wealth Partners, LLC | 0.95% | Add +9.9% | 100,137 | $4.8M |
| Curry Webb Wealth Management LLC | 2.12% | Reduce -7.3% | 94,580 | $4.5M |
| Independent Advisor Alliance | 0.05% | Add +138.1% | 93,768 | $4.5M |
| One Wealth Map LLC | 2.09% | Reduce -4.5% | 82,926 | $4.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 87,380 | $4.2M |
| Rollins Financial Advisors, LLC | 0.62% | Reduce -4.0% | 82,497 | $3.9M |
| KWB Wealth | 0.37% | Reduce -3.8% | 80,149 | $3.8M |
| Modern Wealth Management, LLC | 0.06% | Add +6.5% | 78,568 | $3.8M |
| Legacy Private Trust Co. | 0.23% | Reduce -9.9% | 78,870 | $3.7M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.6% | 78,302 | $3.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.3% | 78,240 | $3.7M |
| Yoder Wealth Management, Inc. | 1.66% | Reduce -0.6% | 76,780 | $3.6M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -5.7% | 75,963 | $3.6M |
| CENTRAL TRUST Co | 0.07% | Reduce -4.7% | 75,028 | $3.6M |
| Unique Wealth Strategies, LLC | 1.46% | Reduce -20.1% | 74,896 | $3.6M |
| Forteris Wealth Management Inc. | 3.29% | Reduce -0.9% | 72,376 | $3.4M |
| Jacobi Capital Management LLC | 0.19% | Add +0.1% | 70,478 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.5% | 66,190 | $3.1M |
| WFA of San Diego, LLC | 2.52% | Reduce -0.8% | 65,922 | $3.1M |
| Cwm, LLC | 0.01% | Add +30.3% | 64,547 | $3.1M |
| FDx Advisors, Inc. | 0.98% | New | 64,529 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +27.8% | 63,242 | $3.0M |
| Sigma Investment Counselors Inc. | 0.16% | Reduce -3.1% | 62,585 | $3.0M |
| Security Financial Services, INC. | 0.47% | Reduce -8.7% | 62,048 | $2.9M |
| Institute for Wealth Management, LLC. | 0.30% | Reduce -0.8% | 59,445 | $2.8M |
| Smith Salley Wealth Management | 0.14% | No change | 59,300 | $2.8M |
| US Bancorp \de | 0.00% | Add +19.3% | 57,248 | $2.7M |
| Northwest Bancshares, Inc. | 0.54% | Reduce -0.8% | 56,871 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +214.4% | 56,764 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.8% | 54,327 | $2.6M |
| Certified Advisory Corp | 0.23% | Add +8.6% | 53,226 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 52,633 | $2.5M |
| SigFig Wealth Management, LLC | 0.07% | Add +24.4% | 51,593 | $2.5M |
| JFS Wealth Advisors, LLC | 0.14% | Reduce -5.2% | 50,852 | $2.4M |
| Bell Investment Advisors, Inc | 0.37% | Add +2.8% | 49,603 | $2.4M |
| Sigma Planning Corp | 0.06% | Add +6.5% | 49,161 | $2.3M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -0.1% | 46,512 | $2.2M |
| Citadel Advisors | 0.00% | New | 46,324 | $2.2M |
| Sheets Smith Wealth Management | 0.24% | Add +0.1% | 44,909 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -4.0% | 44,727 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.7% | 44,572 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Reduce -8.6% | 43,193 | $2.1M |
| McNamara Financial Services, Inc. | 0.37% | Reduce -1.1% | 41,093 | $2.0M |
| Navigate Wealth Management, LLC | 1.37% | — | 38,540 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +19.3% | 40,616 | $1.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.22% | Reduce -2.7% | 40,432 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.5% | 40,285 | $1.9M |
| Novare Capital Management LLC | 0.14% | Add +1.2% | 37,268 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Add +2.5% | 36,812 | $1.7M |
| Summitry LLC | 0.06% | No change | 36,015 | $1.7M |
| HB Wealth Management, LLC | 0.01% | Add +0.7% | 35,994 | $1.7M |
| West Financial Advisors, LLC | 0.29% | Reduce -0.1% | 35,791 | $1.7M |
| Verum Partners LLC | 0.32% | Reduce -3.5% | 35,338 | $1.7M |
| GM Advisory Group, LLC | 0.06% | Add +166.1% | 34,929 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.39% | Reduce -0.2% | 34,894 | $1.7M |
| Gateway Wealth Partners, LLC | 0.06% | Add +81.1% | 34,636 | $1.6M |
| Rather & Kittrell, Inc. | 0.25% | Reduce -0.9% | 34,464 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -12.4% | 34,095 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -3.0% | 33,405 | $1.6M |
| Bragg Financial Advisors, Inc | 0.05% | No change | 33,332 | $1.6M |
| Plante Moran Financial Advisors, LLC | 0.10% | Reduce -0.2% | 33,235 | $1.6M |
| Savant Capital, LLC | 0.01% | Reduce -1.3% | 32,999 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -14.8% | 32,299 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +196.3% | 32,291 | $1.5M |
| Glen Eagle Advisors, LLC | 0.21% | Reduce -5.2% | 31,724 | $1.5M |
| Whipplewood Advisors, LLC | 0.78% | Reduce -3.3% | 31,580 | $1.5M |
| Addison Advisors LLC | 0.33% | No change | 31,305 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +17.1% | 31,263 | $1.5M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.3% | 31,029 | $1.5M |
| Diversified Portfolios, Inc. | 0.12% | No change | 30,825 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.6% | 30,731 | $1.5M |
| Principle Wealth Partners LLC | 0.08% | No change | 30,570 | $1.5M |
| Fairman Group, LLC | 1.24% | Reduce -0.3% | 30,528 | $1.5M |
| Sterling Financial Planning, Inc. | 0.43% | Add +0.0% | 30,479 | $1.4M |
| OMNI 360 Wealth, Inc. | 0.74% | Add +12.4% | 30,169 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -35.6% | 30,024 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +42.2% | 29,924 | $1.4M |
| Detalus Advisors, LLC | 0.32% | No change | 29,832 | $1.4M |
| Renaissance Technologies | 0.00% | Add +26.8% | 29,800 | $1.4M |
| Diversified Trust Co. | 0.03% | No change | 29,280 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +790.1% | 28,313 | $1.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 28,130 | $1.3M |
| Wealthspan Partners, LLC | 0.46% | Add +10.0% | 27,575 | $1.3M |
| Colorado Capital Management, Inc. | 0.48% | No change | 27,045 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.6% | 26,163 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 26,150 | $1.2M |
| Allen Capital Group, LLC | 0.11% | Reduce -2.6% | 26,050 | $1.2M |
| Virtus Family Office LLC | 1.04% | Reduce -3.1% | 25,647 | $1.2M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -7.0% | 25,436 | $1.2M |
| Empowered Funds, LLC | 0.01% | Reduce -9.6% | 25,436 | $1.2M |
| Intrua Financial, LLC | 0.13% | Add +13.8% | 25,139 | $1.2M |
| AIMZ Investment Advisors, LLC | 0.37% | No change | 25,000 | $1.2M |
| EnRich Financial Partners LLC | 0.31% | Reduce -0.2% | 24,644 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 24,638 | $1.2M |
| Austin Wealth Management, LLC | 0.26% | Reduce -0.8% | 24,235 | $1.2M |
| Western Wealth Management, LLC | 0.04% | Reduce -0.6% | 24,423 | $1.2M |
| Austin Asset Management Co Inc | 0.19% | No change | 24,266 | $1.2M |
| IFP Advisors, Inc | 0.02% | Reduce -5.4% | 23,860 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 23,831 | $1.1M |
| Ancora Advisors LLC | 0.02% | No change | 23,680 | $1.1M |
| Brighton Jones LLC | 0.02% | New | 23,489 | $1.1M |
| WealthPlan Investment Management, LLC | 0.06% | Add +1.3% | 23,372 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +70.4% | 22,962 | $1.1M |
| Sovereign Financial Group, Inc. | 0.19% | Add +0.0% | 22,417 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.34% | No change | 21,505 | $1.0M |
| Lodestar Private Asset Management LLC | 0.10% | Add +15.0% | 21,131 | $1.0M |
| Bernicke Wealth Management, Ltd. | 0.13% | Reduce -0.1% | 20,441 | $972K |
| Summit Place Financial Advisors, LLC | 0.46% | No change | 20,000 | $951K |
| Regions Financial Corp. | 0.01% | No change | 19,840 | $943K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.5% | 19,652 | $934K |
| Center for Financial Planning, Inc. | 0.10% | Reduce -3.7% | 19,625 | $933K |
| Capital Investment Advisors, LLC | 0.01% | Add +57.4% | 19,024 | $904K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.74% | No change | 19,009 | $903K |
| Vise Technologies, Inc. | 0.02% | No change | 19,234 | $902K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.5% | 18,774 | $892K |
| Almanack Investment Partners, LLC. | 0.15% | No change | 18,530 | $881K |
| Evergreen Capital Management LLC | 0.02% | Reduce -33.8% | 18,315 | $871K |
| Bank of Montreal | 0.00% | Add +1.6% | 18,271 | $868K |
| Cibc World Market Inc. | 0.00% | Reduce -3.5% | 18,199 | $865K |
| Cooper Financial Group | 0.09% | Reduce -1.8% | 17,848 | $848K |
| Integrity Alliance, Llc. | 0.03% | Reduce -21.6% | 17,804 | $846K |
| Catalyst Financial Partners LLC | 0.10% | Add +30.9% | 17,546 | $834K |
| Choreo, LLC | 0.01% | No change | 17,340 | $824K |
| SkyView Investment Advisors, LLC | 0.11% | Reduce -10.4% | 17,208 | $818K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +4.3% | 16,977 | $807K |
| Davidson Trust Co. | 0.35% | Add +13.6% | 16,914 | $804K |
| Chapman Financial Group, LLC | 0.56% | Add +0.0% | 16,596 | $789K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.3% | 16,153 | $768K |
| Readystate Asset Management LP | 0.08% | Add +33.5% | 16,080 | $764K |
| Keel Point, LLC | 0.05% | Add +256.1% | 16,034 | $762K |
| Arax Advisory Partners | 0.02% | Add +2.5% | 15,910 | $756K |
| Harbor Asset Planning, Inc. | 0.63% | Add +0.4% | 15,687 | $746K |
| Evercore Wealth Management, LLC | 0.01% | No change | 15,473 | $735K |
| WealthShield Partners, LLC | 0.08% | Reduce -2.2% | 15,255 | $725K |
| Discipline Wealth Solutions, LLC | 0.08% | No change | 15,248 | $725K |
| Perennial Investment Advisors, LLC | 0.06% | No change | 15,199 | $722K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 15,000 | $713K |
| GSG Advisors LLC | 0.18% | Add +0.3% | 14,959 | $711K |
| Natixis Advisors, LLC | 0.00% | Add +6.1% | 14,852 | $706K |
| Brown Advisory Inc. | 0.00% | Reduce -6.8% | 14,677 | $698K |
| Huntington National Bank | 0.01% | New | 14,506 | $689K |
| Evoke Wealth, LLC | 0.01% | No change | 14,440 | $686K |
| SC&H Financial Advisors, Inc. | 0.10% | Add +0.1% | 14,435 | $686K |
| Fortitude Family Office, LLC | 0.15% | No change | 14,356 | $682K |
| Firestone Capital Management | 0.14% | No change | 14,260 | $678K |
| Legacy Financial Group LLC | 0.09% | No change | 14,234 | $677K |
| M Holdings Securities, Inc. | 0.04% | Add +0.0% | 13,449 | $641K |
| Sovran Advisors, LLC | 0.05% | Reduce -1.6% | 12,347 | $639K |
| VestGen Advisors, LLC | 0.02% | No change | 12,148 | $638K |
| City of London Investment Management Co. Ltd. | 0.05% | New | 13,400 | $637K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 13,243 | $629K |
| Chicago Partners Investment Group LLC | 0.01% | Add +14.1% | 12,307 | $623K |
| Susquehanna International Group, LLP | 0.00% | New | 13,037 | $620K |
| West Bancorporation Inc. | 0.31% | No change | 12,942 | $615K |
| &partners | 0.00% | Add +16.1% | 12,832 | $609K |
| Trust Co of the South | 0.10% | No change | 12,650 | $601K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -8.7% | 12,410 | $590K |
| Essex Bank | 0.13% | No change | 12,389 | $589K |
| Fund Evaluation Group, LLC | 0.02% | Reduce -3.6% | 12,122 | $576K |
| Choate Investment Advisors | 0.01% | No change | 12,000 | $570K |
| Clearstead Advisors, LLC | 0.01% | Add +0.0% | 11,992 | $570K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.0% | 11,959 | $568K |
| Stage Harbor Financial, LLC | 0.37% | No change | 11,846 | $563K |
| Revolve Wealth Partners, LLC | 0.07% | Add +1.3% | 11,779 | $560K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -1.0% | 11,327 | $538K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.1% | 11,301 | $537K |
| Valley National Advisers Inc. | 0.07% | No change | 11,304 | $537K |
| Solitude Financial Services | 0.16% | Reduce -22.1% | 10,750 | $537K |
| Koshinski Asset Management, Inc. | 0.03% | Add +7.4% | 11,061 | $526K |
| CoreCap Advisors, LLC | 0.02% | No change | 11,049 | $525K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.2% | 11,042 | $525K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.6% | 11,030 | $524K |
| 1900 Wealth Management LLC | 0.03% | No change | 10,913 | $519K |
| Sylvest Advisors, LLC | 0.28% | New | 10,889 | $518K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 10,866 | $516K |
| Morling Financial Advisors, LLC | 0.16% | No change | 10,820 | $514K |
| RIA Advisory Group LLC | 0.12% | Reduce -0.2% | 10,645 | $506K |
| Maridea Wealth Management LLC | 0.07% | Add +0.9% | 10,566 | $502K |
| Foster & Motley Inc. | 0.03% | Reduce -5.6% | 10,482 | $498K |
| Echo Wealth Management, LLC | 0.29% | Reduce -14.9% | 10,438 | $496K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +147.3% | 10,398 | $494K |
| Sandbox Financial Partners, LLC | 0.14% | Reduce -0.2% | 10,379 | $493K |
| Integrated Advisors Network LLC | 0.03% | Add +12.2% | 10,374 | $493K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +0.4% | 10,133 | $487K |
| CRA Financial Services, LLC | 0.06% | No change | 10,209 | $485K |
| Mission Wealth Management, LP | 0.01% | Add +3.8% | 10,146 | $482K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.1% | 10,052 | $478K |
| Beckerman Institutional, LLC | 0.25% | No change | 10,036 | $477K |
| Truefg, LLC | 0.13% | No change | 10,016 | $476K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.4% | 9,870 | $469K |
| Spire Wealth Management | 0.02% | Add +1.7% | 9,657 | $459K |
| Mather Group, Llc. | 0.00% | No change | 9,628 | $458K |
| Principia Wealth Advisory, LLC | 0.26% | Reduce -3.6% | 9,573 | $455K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.2% | 9,544 | $454K |
| Plancorp, LLC | 0.01% | No change | 9,168 | $451K |
| Welch Group, LLC | 0.02% | Add +0.7% | 9,356 | $445K |
| Weatherly Asset Management L. P. | 0.04% | No change | 9,308 | $442K |
| Sightline Wealth Advisors, LLC | 0.19% | Add +0.4% | 9,260 | $440K |
| Roundview Capital LLC | 0.03% | No change | 9,115 | $433K |
| Trailhead Planners LLC | 0.41% | Reduce -4.9% | 9,086 | $432K |
| Root Financial Partners, LLC | 0.02% | No change | 8,998 | $428K |
| Glassman Wealth Services | 0.06% | No change | 8,898 | $423K |
| Blue Fin Capital, Inc. | 0.07% | No change | 8,883 | $422K |
| Freestone Capital Holdings, LLC | 0.01% | Add +40.5% | 8,871 | $422K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -7.1% | 8,861 | $421K |
| Salem Investment Counselors Inc. | 0.01% | No change | 8,800 | $418K |
| Syverson Strege & Co | 0.10% | Add +0.1% | 8,796 | $418K |
| Fourth Dimension Wealth, LLC | 0.15% | Add +85630.0% | 8,573 | $407K |
| Webster Bank, N. A. | 0.04% | Add +89.3% | 8,570 | $407K |
| KCM Investment Advisors LLC | 0.01% | No change | 8,565 | $407K |
| NWK Group, Inc. | 0.15% | No change | 8,500 | $404K |
| Elmwood Wealth Management, Inc. | 0.11% | No change | 8,436 | $401K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.4% | 8,410 | $400K |
| Intellus Advisors LLC | 0.05% | No change | 8,400 | $399K |
| Claro Advisors Inc. | 0.05% | No change | 8,210 | $390K |
| SCS Capital Management LLC | 0.00% | Add +0.4% | 8,086 | $384K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 7,995 | $380K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 8,002 | $380K |
| Assetmark, Inc. | 0.00% | Reduce -12.9% | 7,945 | $378K |
| Robinson Smith Wealth Advisors LLC | 0.25% | No change | 7,843 | $373K |
| Advisory Services Network, LLC | 0.00% | Reduce -9.7% | 7,820 | $372K |
| First Nebraska Trust Co | 0.03% | No change | 7,815 | $371K |
| Empower Advisory Group, LLC | 0.00% | Reduce -40.5% | 7,815 | $371K |
| Obermeyer Wealth Partners | 0.02% | No change | 7,740 | $368K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +0.4% | 7,664 | $364K |
| Commerce Bank | 0.00% | New | 7,662 | $364K |
| Opus Financial Solutions LLC | 0.34% | Reduce -7.6% | 7,481 | $356K |
| Novem Group | 0.04% | No change | 7,418 | $353K |
| Global Assets Advisory, LLC | 0.10% | No change | 7,350 | $349K |
| Leo Wealth, LLC | 0.03% | No change | 7,330 | $348K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +0.1% | 7,298 | $346K |
| Private Trust Co. NA | 0.03% | Add +311.9% | 7,224 | $343K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 6,988 | $332K |
| Trek Financial, LLC | 0.02% | No change | 6,962 | $331K |
| Estate Counselors, LLC | 0.03% | New | 6,945 | $330K |
| Haverford Trust Co | 0.00% | Reduce -17.3% | 6,936 | $330K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -20.3% | 6,898 | $328K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 6,889 | $327K |
| Paragon Capital Management Ltd | 0.07% | No change | 6,880 | $327K |
| Soundwatch Capital LLC | 0.04% | No change | 6,855 | $326K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -11.3% | 6,851 | $326K |
| Busey Bank | 0.01% | No change | 6,792 | $323K |
| Traction Financial Partners, LLC | 0.20% | No change | 6,755 | $321K |
| Clarity Wealth Advisors, LLC | 0.07% | Reduce -3.6% | 6,734 | $320K |
| SageView Advisory Group, LLC | 0.01% | Reduce -57.6% | 6,682 | $318K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -7.5% | 6,615 | $314K |
| Carnegie Investment Counsel | 0.01% | No change | 6,531 | $310K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.1% | 6,524 | $310K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 6,515 | $310K |
| Diversify Wealth Management, LLC | 0.01% | Add +14.5% | 6,059 | $309K |
| Financial Alternatives, Inc | 0.17% | No change | 6,482 | $308K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,479 | $308K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,800 | $305K |
| First Commonwealth Financial Corp | 0.05% | No change | 6,400 | $304K |
| Guidance Capital, Inc. | 0.07% | Reduce -81.7% | 5,793 | $302K |
| Curated Wealth Partners LLC | 0.04% | Reduce -15.4% | 6,345 | $302K |
| MBA Advisors LLC | 0.12% | Reduce -0.3% | 6,340 | $301K |
| Scotia Capital Inc. | 0.00% | Reduce -32.8% | 6,292 | $299K |
| Steph & Co. | 0.09% | No change | 6,273 | $298K |
| Range Advisory, LLC | 0.06% | New | 6,249 | $297K |
| Brooklyn Investment Group | 0.01% | New | 6,246 | $297K |
| WealthBridge Capital Management, LLC | 0.07% | Add +0.1% | 6,219 | $296K |
| HCR Wealth Advisors | 0.03% | No change | 6,000 | $285K |
| Trust Co. of Toledo NA | 0.03% | No change | 6,000 | $285K |
| Genesis Wealth Advisors, LLC | 0.19% | No change | 5,940 | $282K |
| Williams & Novak, LLC | 0.21% | New | 5,905 | $282K |
| Tidemark, LLC | 0.07% | No change | 5,900 | $280K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -12.4% | 5,886 | $280K |
| Pure Financial Advisors, LLC | 0.00% | No change | 5,823 | $277K |
| Laurel Wealth Planning LLC | 0.15% | No change | 5,811 | $276K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 5,650 | $269K |
| Pinnacle Associates Ltd. | 0.00% | No change | 5,630 | $268K |
| Breakwater Investment Management | 0.10% | No change | 5,600 | $266K |
| RVW Wealth, LLC | 0.02% | No change | 5,598 | $266K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,578 | $265K |
| Tilson Financial Group, Inc. | 0.08% | Add +0.4% | 5,535 | $263K |
| First Long Island Investors, LLC | 0.02% | No change | 5,500 | $261K |
| Benjamin Edwards Inc. | 0.00% | New | 5,461 | $260K |
| Brookstone Capital Management | 0.00% | Reduce -27.6% | 5,457 | $259K |
| Lanark Financial, Inc. | 0.02% | Add +16.1% | 5,415 | $257K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | Reduce -4.3% | 5,350 | $254K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 5,335 | $254K |
| Eq Wealth Advisors, LLC | 0.15% | Reduce -3.6% | 5,329 | $253K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -13.3% | 5,304 | $252K |
| Decision Investments, Inc. | 0.29% | No change | 5,280 | $251K |
| Midwest Financial Group LLC | 0.11% | No change | 5,256 | $250K |
| Fermata Advisors, LLC | 0.06% | Add +0.2% | 5,227 | $248K |
| Insight Inv LLC | 0.14% | No change | 5,205 | $247K |
| Geometric Wealth Advisors | 0.03% | No change | 5,180 | $246K |
| Syon Capital LLC | 0.01% | No change | 5,178 | $246K |
| Capital Analysts, LLC | 0.01% | Add +0.3% | 5,071 | $241K |
| M&T Bank Corp | 0.00% | No change | 5,045 | $240K |
| Hara Capital LLC | 0.12% | Reduce -5.8% | 5,000 | $238K |
| CapWealth Advisors, LLC | 0.02% | No change | 5,000 | $238K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Add +5.2% | 4,990 | $237K |
| Csenge Advisory Group | 0.01% | Add +0.3% | 4,903 | $233K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 4,890 | $232K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 4,883 | $232K |
| Visionary Wealth Advisors | 0.01% | No change | 4,860 | $231K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,860 | $231K |
| Armor Investment Advisors, LLC | 0.08% | No change | 4,750 | $226K |
| Iowa State Bank | 0.04% | No change | 4,750 | $226K |
| Banque Transatlantique SA | 0.01% | New | 4,725 | $225K |
| Sandy Cove Advisors, LLC | 0.07% | No change | 4,715 | $224K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 4,660 | $221K |
| New Republic Capital, LLC | 0.07% | Add +0.3% | 4,655 | $221K |
| Allegheny Financial Group | 0.03% | Add +0.4% | 4,653 | $221K |
| Crewe Advisors LLC | 0.02% | No change | 4,640 | $221K |
| Jane Street Group, LLC | 0.00% | Reduce -40.7% | 4,629 | $220K |
| Capital Advisors Inc. | 0.00% | No change | 4,580 | $218K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 4,572 | $217K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -9.0% | 4,558 | $217K |
| Center For Asset Management LLC | 0.11% | No change | 4,540 | $216K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.8% | 4,501 | $214K |
| Cogent Strategic Wealth LLC | 0.22% | No change | 4,500 | $214K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 4,493 | $214K |
| Prairiewood Capital, LLC | 0.06% | Add +1.2% | 4,491 | $213K |
| Heritage Investment Group, Inc. | 0.03% | No change | 4,466 | $212K |
| Park Place Capital Corp | 0.04% | Reduce -4.1% | 4,432 | $211K |
| GenTrust, LLC | 0.01% | No change | 4,425 | $210K |
| Advisors Capital Management, LLC | 0.00% | Reduce -7.8% | 4,417 | $210K |
| Third View Private Wealth, LLC | 0.03% | No change | 4,379 | $208K |
| LexAurum Advisors, LLC | 0.03% | — | 4,330 | $206K |
| Focus Financial Network, Inc. | 0.01% | No change | 4,318 | $205K |
| GS Investments, Inc. | 0.12% | Reduce -3.0% | 4,290 | $204K |
| Moors & Cabot, Inc. | 0.01% | New | 4,261 | $203K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 4,241 | $202K |
| Savvy Advisors, Inc. | 0.01% | Reduce -2.1% | 4,230 | $201K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 4,223 | $201K |
| Pacific Center for Financial Services | 0.05% | Reduce -9.3% | 4,128 | $196K |
| Milestone Investment Advisors LLC | 0.05% | No change | 4,000 | $190K |
| Vanguard Advisers Inc. | 0.00% | — | 3,668 | $174K |
| SJS Investment Consulting Inc. | 0.02% | Add +34.5% | 3,610 | $172K |
| Ankerstar Wealth, LLC | 0.18% | Reduce -8.1% | 3,580 | $170K |
| Lavaca Capital LLC | 0.03% | Add +0.4% | 3,521 | $167K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,243 | $167K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,475 | $165K |
| Johnson Financial Group, Inc. | 0.01% | No change | 3,475 | $165K |
| Key Capital Management, INC | 0.10% | No change | 3,289 | $156K |
| Balentine LLC | 0.01% | No change | 3,186 | $151K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -1.4% | 2,959 | $141K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -48.9% | 2,926 | $139K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,851 | $136K |
| RMG Wealth Management LLC | 0.02% | New | 2,573 | $135K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,821 | $134K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,776 | $132K |
| AE Wealth Management LLC | 0.00% | Reduce -49.7% | 2,711 | $129K |
| IAG Wealth Partners, LLC | 0.01% | Add +0.4% | 2,684 | $128K |
| Barrett & Company, Inc. | 0.04% | Reduce -10.4% | 2,594 | $123K |
| Hoese & Co LLP | 0.09% | No change | 2,570 | $122K |
| Dunhill Financial, LLC | 0.03% | No change | 2,525 | $120K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,500 | $119K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,379 | $113K |
| Archer Investment Corp | 0.02% | No change | 2,369 | $113K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 2,327 | $111K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,223 | $106K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 2,192 | $104K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,177 | $103K |
| Investment Research & Advisory Group, Inc. | 0.04% | Add +142.9% | 2,133 | $101K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,020 | $96K |
| Creative Financial Designs Inc. | 0.01% | Reduce -14.0% | 2,001 | $95K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 2,000 | $95K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -28.9% | 2,005 | $95K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,985 | $94K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,935 | $92K |
| Vanguard National Trust Co | 0.01% | — | 1,900 | $90K |
| Gill Capital Partners, LLC | 0.03% | New | 1,890 | $90K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,836 | $87K |
| Signature Equity Partners, LLC | 0.05% | No change | 1,775 | $84K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -13.9% | 1,767 | $84K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 1,695 | $81K |
| UMB Bank, n.a. | 0.00% | Add +34.3% | 1,568 | $75K |
| Arlington Trust Co LLC | 0.01% | No change | 1,550 | $74K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,500 | $71K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,475 | $70K |
| Legacy Bridge, LLC | 0.03% | No change | 1,450 | $69K |
| Triumph Capital Management | 0.01% | No change | 1,427 | $68K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 1,422 | $68K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +8.6% | 1,363 | $65K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,310 | $62K |
| Financial Consulate, Inc. | 0.01% | No change | 1,265 | $60K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,258 | $60K |
| Smithfield Trust Co | 0.00% | No change | 1,205 | $57K |
| Russell Investments Group, Ltd. | 0.00% | Add +14.1% | 1,120 | $53K |
| Tsfg, LLC | 0.01% | No change | 1,115 | $53K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -12.2% | 1,075 | $51K |
| High Point Wealth Management, LLC | 0.05% | Add +0.5% | 1,065 | $51K |
| Chilton Capital Management LLC | 0.00% | No change | 1,050 | $50K |
| Activest Wealth Management | 0.01% | Add +0.4% | 1,043 | $50K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $48K |
| Noble Wealth Management PBC | 0.02% | Reduce -20.0% | 1,000 | $48K |
| Synergy Investment Management, LLC | 0.02% | New | 990 | $47K |
| TopTier Wealth Management, LLC | 0.03% | New | 972 | $46K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1649.1% | 962 | $46K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 960 | $46K |
| Osbon Capital Management LLC | 0.04% | No change | 945 | $45K |
| Wealth Science Advisors LLC | 0.02% | New | 915 | $43K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 847 | $40K |
| Opal Wealth Advisors, LLC | 0.01% | New | 826 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -71.2% | 841 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 777 | $37K |
| Signaturefd, LLC | 0.00% | New | 770 | $37K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 760 | $36K |
| Missouri Trust & Investment Co | 0.01% | No change | 750 | $36K |
| Lodestone Wealth Management LLC | 0.01% | No change | 725 | $34K |
| Vision Retirement, LLC | 0.01% | No change | 720 | $34K |
| MCF Advisors LLC | 0.00% | No change | 702 | $33K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 675 | $32K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 545 | $26K |
| Mascoma Wealth Management LLC | 0.01% | Add +0.4% | 532 | $25K |
| Align Financial, LLC | 0.01% | Reduce -97.9% | 521 | $25K |
| CX Institutional | 0.00% | Add +228.4% | 509 | $24K |
| Avion Wealth | 0.00% | No change | 498 | $23K |
| Godsey & Gibb, Inc. | 0.00% | No change | 465 | $22K |
| Quadrant Capital Group LLC | 0.00% | No change | 460 | $22K |
| Howe & Rusling Inc. | 0.00% | Reduce -50.2% | 456 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 445 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 443 | $21K |
| PlanVest Financial, Inc | 0.02% | — | 420 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 404 | $19K |
| Prosperity Bancshares Inc | 0.01% | No change | 381 | $18K |
| Fortis Group Advisors, LLC | 0.00% | No change | 360 | $17K |
| Perkins Coie Trust Co | 0.00% | No change | 350 | $17K |
| Fairway Wealth LLC | 0.00% | No change | 345 | $16K |
| Private Wealth Management Group, LLC | 0.00% | No change | 328 | $16K |
| Rossby Financial, LCC | 0.00% | No change | 325 | $16K |
| Retiremitten Financial LLC | 0.01% | — | 325 | $15K |
| Reicon Wealth Advisors, LLC | 0.01% | No change | 300 | $14K |
| International Assets Investment Management, LLC | 0.00% | No change | 290 | $14K |
| Abound Wealth Management | 0.00% | Add +0.4% | 277 | $13K |
| LRI Investments, LLC | 0.00% | No change | 250 | $12K |
| First Pacific Financial | 0.00% | New | 220 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 220 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -4.4% | 215 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 213 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 205 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 190 | $9K |
| Walsh & Associates, LLC | 0.01% | Reduce -44.9% | 184 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 175 | $8K |
| Clarity Asset Management, Inc. | 0.00% | Add +0.6% | 158 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 155 | $7K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 86 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 41 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 38 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 28 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 25 | $1K |
"% 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.