Invesco Rafi US 1000 ETFPRFETF
13F holders, Q2 2026 (June 30)588holders +24
56new positions
28sold out
4famous investors
$54.03avg. 13F price*
At the end of Q2 2026, 588 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, up 24 from Q1 2026. 56 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($589.6M), Ameriprise Financial Inc. ($428.8M) and PNC Financial Services Group, Inc. ($261.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $102.0M |
| Exits | 28 | $26.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,153,710 shares bought and 4,209,148 shares sold, net +944,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 588 holders
| Bank of America Corp. | 0.04% | Reduce -1.7% | 10,913,014 | $589.6M |
| Ameriprise Financial Inc. | 0.09% | Add +4.2% | 7,906,162 | $428.8M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -4.9% | 4,845,541 | $261.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.8% | 4,787,226 | $258.6M |
| Waverly Advisors, LLC | 1.12% | Reduce -2.2% | 3,577,537 | $193.3M |
| Mariner, LLC | 0.17% | Add +1.5% | 3,028,669 | $163.6M |
| LPL Financial LLC | 0.04% | Add +7.2% | 2,999,878 | $162.1M |
| Commonwealth Equity Services, LLC | 0.18% | Add +7.2% | 2,717,237 | $146.8M |
| Wells Fargo & Company | 0.02% | Add +9.1% | 2,244,137 | $121.3M |
| D.A. Davidson & Co. | 0.65% | Add +3.2% | 2,175,841 | $117.6M |
| Morgan Stanley | 0.01% | Add +0.3% | 2,130,186 | $115.1M |
| Arbor Investment Advisors, LLC | 12.56% | Add +1.3% | 2,054,047 | $111.0M |
| Linscomb Wealth, Inc. | 4.52% | Reduce -2.3% | 1,930,191 | $104.3M |
| CI Investments Inc. | 0.28% | New | 1,594,635 | $86.2M |
| Focus Partners Wealth | 0.09% | Reduce -6.8% | 1,590,833 | $86.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -18.2% | 1,581,355 | $85.4M |
| Berman McAleer LLC | 9.75% | Reduce -0.8% | 1,558,975 | $84.2M |
| Raymond James Financial Inc. | 0.02% | Add +2.4% | 1,539,147 | $83.2M |
| Invesco Ltd. | 0.01% | Reduce -51.9% | 1,481,520 | $80.0M |
| Pinnacle Financial Partners, Inc. | 0.47% | Add +1.4% | 1,283,319 | $69.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 1,231,992 | $66.6M |
| Larson Financial Group LLC | 1.60% | Add +9.9% | 1,123,915 | $60.7M |
| RFG Advisory, LLC | 0.93% | Reduce -3.0% | 1,100,004 | $59.4M |
| Cetera Investment Advisers | 0.05% | Add +2.4% | 971,329 | $52.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.79% | Reduce -2.3% | 910,610 | $49.2M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +7.4% | 882,845 | $48.1M |
| Garrett Wealth Advisory Group, LLC | 6.69% | Add +1.1% | 805,225 | $43.5M |
| UBS Group AG | 0.01% | Reduce -0.8% | 780,830 | $42.2M |
| AlphaCore Capital LLC | 0.76% | Reduce -5.1% | 767,465 | $41.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.87% | Reduce -2.1% | 745,956 | $40.3M |
| Osaic Holdings, Inc. | 0.05% | Add +8.8% | 715,210 | $38.6M |
| Penserra Capital Management LLC | 0.30% | Add +31.9% | 714,113 | $38.6M |
| Equitable Holdings, Inc. | 0.22% | Add +1.8% | 668,640 | $36.1M |
| Pinnacle Financial Group, LLC / IL | 8.77% | Reduce -0.5% | 665,074 | $35.9M |
| Rothschild Investment LLC | 1.33% | Add +2.1% | 656,475 | $35.5M |
| WCG Wealth Advisors LLC | 0.80% | Add +718.8% | 622,011 | $33.6M |
| Klingman & Associates, LLC | 1.41% | Reduce -0.6% | 614,153 | $33.2M |
| HighTower Advisors, LLC | 0.03% | Add +3.2% | 605,721 | $32.7M |
| Charter Capital Management, LLC\DE | 14.46% | Add +1.6% | 604,491 | $32.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 601,650 | $32.5M |
| Corient Private Wealth LP | 0.04% | Reduce -23.2% | 582,979 | $31.5M |
| Charles Schwab Trust Co | 1.74% | Reduce -9.4% | 577,465 | $31.2M |
| Saxon Interests, Inc. | 8.59% | Add +14.2% | 575,363 | $31.1M |
| Boulder Wealth Advisors, LLC | 11.13% | Add +2.7% | 565,247 | $30.5M |
| Truist Financial Corp. | 0.04% | Reduce -0.8% | 549,418 | $29.7M |
| Boyum Wealth Architects LLC | 11.61% | Add +3.4% | 535,648 | $29.2M |
| National Bank of Canada | 0.02% | Reduce -1.1% | 526,029 | $28.4M |
| AQR Capital Management | 0.01% | Add +29.9% | 524,792 | $28.4M |
| Pathstone Holdings, LLC | 0.08% | Reduce -2.9% | 518,814 | $28.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +4.3% | 517,849 | $28.0M |
| Wharton Business Group, LLC | 0.89% | No change | 495,030 | $26.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Reduce -6.5% | 474,260 | $25.6M |
| Breakwater Capital Group | 2.89% | Reduce -0.8% | 446,062 | $24.1M |
| Pettinga Financial Advisors LLC | 3.72% | Add +0.2% | 429,194 | $23.2M |
| Flynn Zito Capital Management, LLC | 6.28% | Add +0.7% | 427,695 | $23.1M |
| Cornerstone Wealth Management, LLC | 0.93% | Add +16.2% | 399,520 | $21.6M |
| Allworth Financial LP | 0.09% | Reduce -2.4% | 371,630 | $20.1M |
| Captrust Financial Advisors | 0.03% | Reduce -26.3% | 362,647 | $19.6M |
| World Investment Advisors | 0.31% | No change | 398,063 | $18.9M |
| Montz Harcus Wealth Management LLC | 6.63% | Add +3.9% | 344,750 | $18.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +10.0% | 327,806 | $17.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +1.0% | 324,372 | $17.5M |
| Ted Buchan & Co | 5.69% | Reduce -1.0% | 321,769 | $17.4M |
| Baker Ellis Asset Management LLC | 1.77% | Reduce -0.9% | 315,796 | $17.1M |
| Clear Harbor Asset Management, LLC | 1.07% | Add +0.0% | 315,376 | $17.0M |
| Jones Financial Companies LLLP | 0.01% | Add +22.9% | 312,306 | $16.8M |
| Wealthspire Retirement, LLC | 0.91% | Reduce -3.2% | 307,679 | $16.6M |
| Creative Planning | 0.01% | Add +8.0% | 296,645 | $16.0M |
| Essex Financial Services, Inc. | 0.75% | Add +0.9% | 278,290 | $15.0M |
| Wood Tarver Financial Group, LLC | 3.47% | Add +5.5% | 272,076 | $14.7M |
| Glenmede Trust Co. NA | 0.06% | Reduce -4.7% | 271,469 | $14.7M |
| Stonebridge Financial Group, LLC | 1.09% | Reduce -12.8% | 265,962 | $14.4M |
| Quantinno Capital Management LP | 0.02% | Add +22.5% | 261,666 | $14.1M |
| Wealthspire Advisors, LLC | 0.08% | Add +17.8% | 259,970 | $14.0M |
| Compass Financial Group, Inc. | 5.93% | Reduce -0.9% | 259,744 | $14.0M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Reduce -2.5% | 259,061 | $14.0M |
| FMR LLC | 0.00% | Add +0.2% | 237,118 | $12.8M |
| Osborne Partners Capital Management, LLC | 0.71% | Reduce -0.4% | 235,402 | $12.7M |
| Rodgers & Associates, LTD | 1.13% | Reduce -1.8% | 229,435 | $12.4M |
| Ieq Capital, LLC | 0.06% | Add +0.0% | 228,572 | $12.3M |
| Trinity Legacy Partners, LLC | 2.30% | Reduce -4.8% | 210,581 | $11.5M |
| JNBA Financial Advisors | 0.86% | Reduce -3.5% | 210,945 | $11.4M |
| Bouvel Investment Partners, LLC | 2.49% | Add +2.9% | 204,067 | $11.0M |
| Perigon Wealth Management, LLC | 0.17% | Add +1.3% | 199,277 | $10.8M |
| Cerity Partners LLC | 0.01% | Reduce -1.7% | 195,389 | $10.6M |
| Arlington Financial Advisors, LLC | 1.31% | Reduce -0.7% | 190,590 | $10.3M |
| Wimmer Associates 1, LLC | 4.64% | Add +11.3% | 189,779 | $10.3M |
| Woodside Wealth Management LLC | 6.59% | Add +0.4% | 175,165 | $9.5M |
| Blair William & Co. | 0.02% | Add +13.1% | 173,883 | $9.4M |
| Marion Wealth Management | 1.90% | Add +0.6% | 171,946 | $9.3M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +21.4% | 170,687 | $9.2M |
| Resonant Capital Advisors, LLC | 0.44% | No change | 170,207 | $9.2M |
| Fifth Third Bancorp | 0.01% | Add +21.6% | 167,883 | $9.1M |
| MML Investors Services, LLC | 0.02% | Add +5.0% | 164,935 | $8.9M |
| Arkadios Wealth Advisors | 0.13% | Reduce -2.6% | 152,694 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +183.8% | 149,370 | $8.1M |
| Prosperity Consulting Group, LLC | 0.30% | Reduce -0.4% | 148,117 | $8.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.9% | 146,483 | $7.9M |
| Three Bridge Wealth Advisors, LLC | 1.94% | Add +1.3% | 143,409 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 141,996 | $7.7M |
| Ellevest, Inc. | 0.89% | Add +0.6% | 140,355 | $7.6M |
| Johnson & White Wealth Management, LLC | 2.76% | Add +0.7% | 136,615 | $7.4M |
| Intelligence Driven Advisers, LLC | 1.19% | Reduce -2.0% | 135,580 | $7.3M |
| Creative Capital Management Investments LLC | 1.67% | Reduce -0.2% | 134,165 | $7.2M |
| Avidian Wealth Enterprises, LLC | 0.20% | Add +2.2% | 131,505 | $7.1M |
| Lido Advisors, LLC | 0.03% | Reduce -5.1% | 131,119 | $7.1M |
| Journey Advisory Group, LLC | 0.54% | Reduce -3.4% | 130,768 | $7.1M |
| Mowery & Schoenfeld Wealth Management, LLC | 9.51% | Add +22.3% | 129,107 | $7.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.4% | 125,886 | $6.8M |
| MAI Capital Management | 0.03% | Add +14.6% | 125,519 | $6.8M |
| Cornerstone Advisory, LLC | 0.55% | Reduce -3.0% | 122,805 | $6.6M |
| Cidel Asset Management Inc. | 0.31% | Add +1.9% | 118,132 | $6.4M |
| Hirtle & Co., LLC | 0.22% | No change | 116,689 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +11.3% | 114,441 | $6.2M |
| Keybank National Association | 0.02% | Add +9.0% | 112,073 | $6.1M |
| Market Street Wealth Management Advisors LLC | 0.84% | Reduce -0.4% | 108,668 | $5.9M |
| New England Private Wealth Advisors LLC | 0.55% | Add +0.0% | 103,933 | $5.7M |
| Laurel Wealth Advisors LLC | 0.53% | Reduce -0.6% | 100,578 | $5.4M |
| Crusonia Wealth Advisors LLC | 0.88% | Reduce -1.6% | 99,562 | $5.4M |
| Precedent Wealth Partners, LLC | 0.86% | Reduce -4.3% | 95,877 | $5.2M |
| Unique Wealth Strategies, LLC | 1.89% | Add +33.3% | 99,834 | $5.2M |
| Curry Webb Wealth Management LLC | 2.00% | Reduce -5.3% | 89,591 | $4.8M |
| Northern Trust Corp. | 0.00% | No change | 87,380 | $4.7M |
| One Wealth Map LLC | 2.19% | Add +4.2% | 86,410 | $4.7M |
| Rollins Financial Advisors, LLC | 0.59% | Add +0.9% | 83,217 | $4.5M |
| Legacy Private Trust Co. | 0.24% | Reduce -0.4% | 78,521 | $4.2M |
| Modern Wealth Management, LLC | 0.05% | Reduce -0.2% | 78,409 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.3% | 78,102 | $4.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.2% | 77,333 | $4.2M |
| Yoder Wealth Management, Inc. | 1.61% | Reduce -0.8% | 76,130 | $4.1M |
| Jacobi Capital Management LLC | 0.20% | Add +6.3% | 74,919 | $4.0M |
| CENTRAL TRUST Co | 0.07% | Reduce -0.8% | 74,393 | $4.0M |
| Forteris Wealth Management Inc. | 3.09% | Reduce -3.3% | 70,016 | $3.8M |
| KWB Wealth | 0.32% | Reduce -13.1% | 69,628 | $3.8M |
| Wealthfront Advisers LLC | 0.01% | Add +5.0% | 66,381 | $3.6M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +0.3% | 66,376 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | Add +121.4% | 66,251 | $3.6M |
| FDx Advisors, Inc. | 1.03% | Reduce -2.0% | 63,217 | $3.4M |
| Sigma Investment Counselors Inc. | 0.16% | Reduce -0.3% | 62,385 | $3.4M |
| Security Financial Services, INC. | 0.46% | Reduce -0.5% | 61,726 | $3.3M |
| WFA of San Diego, LLC | 2.72% | Reduce -11.1% | 58,631 | $3.3M |
| US Bancorp \de | 0.00% | Add +5.8% | 60,549 | $3.3M |
| Institute for Wealth Management, LLC. | 0.28% | Add +0.0% | 59,446 | $3.2M |
| Smith Salley Wealth Management | 0.14% | No change | 59,300 | $3.2M |
| Citadel Advisors | 0.00% | Add +27.4% | 59,040 | $3.2M |
| Northwest Bancshares, Inc. | 0.55% | Reduce -0.1% | 56,813 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 56,782 | $3.1M |
| Certified Advisory Corp | 0.24% | Add +5.2% | 56,017 | $3.0M |
| JFS Wealth Advisors, LLC | 0.15% | Add +8.3% | 55,097 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.0% | 54,308 | $2.9M |
| Bell Investment Advisors, Inc | 0.39% | Reduce -0.1% | 49,530 | $2.7M |
| SigFig Wealth Management, LLC | 0.07% | Reduce -5.6% | 48,682 | $2.6M |
| Sigma Planning Corp | 0.07% | Reduce -1.4% | 48,455 | $2.6M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -0.0% | 46,509 | $2.5M |
| BlackRock, Inc. | 0.00% | Add +102.3% | 46,459 | $2.5M |
| Sheets Smith Wealth Management | 0.24% | Reduce -0.1% | 44,883 | $2.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.2% | 44,623 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.0% | 44,587 | $2.4M |
| HB Wealth Management, LLC | 0.01% | Add +21.1% | 43,580 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +6.5% | 43,269 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +32.0% | 42,618 | $2.3M |
| Savant Capital, LLC | 0.01% | Add +25.3% | 41,340 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.2% | 40,188 | $2.2M |
| McNamara Financial Services, Inc. | 0.37% | Reduce -3.3% | 39,759 | $2.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.21% | Reduce -2.9% | 39,249 | $2.1M |
| Navigate Wealth Management, LLC | 1.30% | Add +0.0% | 38,542 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +47.0% | 38,468 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +9.6% | 37,367 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +11.7% | 37,299 | $2.0M |
| Novare Capital Management LLC | 0.14% | Add +0.0% | 37,270 | $2.0M |
| Independent Advisor Alliance | 0.05% | Reduce -61.8% | 35,818 | $1.9M |
| West Financial Advisors, LLC | 0.29% | Reduce -0.2% | 35,724 | $1.9M |
| Verum Partners LLC | 0.29% | Add +0.1% | 35,389 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Reduce -4.6% | 35,123 | $1.9M |
| Shakespeare Wealth Management, LLC | 0.50% | No change | 34,894 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +179.9% | 34,739 | $1.9M |
| Rather & Kittrell, Inc. | 0.26% | No change | 34,464 | $1.9M |
| Plante Moran Financial Advisors, LLC | 0.08% | Reduce -0.6% | 33,043 | $1.8M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -1.9% | 32,710 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.1% | 32,661 | $1.8M |
| Ballentine Partners, LLC | 0.02% | Reduce -24.8% | 32,484 | $1.8M |
| Gateway Investment Advisers LLC | 0.02% | New | 32,050 | $1.7M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 31,295 | $1.7M |
| Envision Financial Transparency, LLC | 1.44% | New | 28,528 | $1.7M |
| OMNI 360 Wealth, Inc. | 0.78% | Add +3.4% | 31,194 | $1.7M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 31,029 | $1.7M |
| Diversified Portfolios, Inc. | 0.12% | No change | 30,825 | $1.7M |
| Glen Eagle Advisors, LLC | 0.21% | Reduce -3.1% | 30,724 | $1.7M |
| Principle Wealth Partners LLC | 0.08% | No change | 30,570 | $1.7M |
| Summit Financial, LLC | 0.02% | Add +1.3% | 30,404 | $1.6M |
| Fairman Group, LLC | 1.29% | Reduce -0.5% | 30,391 | $1.6M |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 30,239 | $1.6M |
| Detalus Advisors, LLC | 0.31% | Reduce -0.1% | 29,810 | $1.6M |
| Sterling Financial Planning, Inc. | 0.43% | Reduce -3.8% | 29,316 | $1.6M |
| Diversified Trust Co. | 0.03% | No change | 29,280 | $1.6M |
| Vise Technologies, Inc. | 0.02% | Add +49.8% | 28,803 | $1.6M |
| Williams & Novak, LLC | 1.03% | Add +384.6% | 28,618 | $1.5M |
| Addison Advisors LLC | 0.73% | Reduce -8.6% | 28,600 | $1.5M |
| Wealthspan Partners, LLC | 0.47% | Add +0.7% | 27,758 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -1.6% | 27,672 | $1.5M |
| Cambria Investment Management, L.P. | 0.07% | Add +8.2% | 27,531 | $1.5M |
| Empowered Funds, LLC | 0.01% | Add +8.2% | 27,531 | $1.5M |
| Whipplewood Advisors, LLC | 1.00% | Reduce -13.0% | 27,479 | $1.5M |
| Colorado Capital Management, Inc. | 0.50% | No change | 27,045 | $1.5M |
| Allen Capital Group, LLC | 0.12% | Add +3.3% | 26,907 | $1.5M |
| Sylvest Advisors, LLC | 0.64% | Add +140.8% | 26,225 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 26,150 | $1.4M |
| Sovereign Financial Group, Inc. | 0.22% | Add +16.1% | 26,022 | $1.4M |
| Intrua Financial, LLC | 0.13% | Add +2.1% | 25,664 | $1.4M |
| Western Wealth Management, LLC | 0.04% | Add +3.2% | 25,196 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +2.0% | 25,120 | $1.4M |
| AIMZ Investment Advisors, LLC | 0.37% | No change | 25,000 | $1.4M |
| EnRich Financial Partners LLC | 0.32% | No change | 24,644 | $1.3M |
| Austin Wealth Management, LLC | 0.28% | Reduce -0.0% | 24,233 | $1.3M |
| IFP Advisors, Inc | 0.02% | Add +1.9% | 24,302 | $1.3M |
| Austin Asset Management Co Inc | 0.19% | No change | 24,266 | $1.3M |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 23,831 | $1.3M |
| Virtus Family Office LLC | 1.02% | Reduce -7.2% | 23,807 | $1.3M |
| Ancora Advisors LLC | 0.02% | No change | 23,680 | $1.3M |
| Brighton Jones LLC | 0.02% | Reduce -0.2% | 23,444 | $1.3M |
| WealthPlan Investment Management, LLC | 0.06% | No change | 23,372 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +18.0% | 23,185 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -20.9% | 22,383 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.35% | No change | 21,505 | $1.2M |
| Mission Wealth Management, LP | 0.01% | Add +102.9% | 20,589 | $1.1M |
| Bernicke Wealth Management, Ltd. | 0.13% | No change | 20,441 | $1.1M |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -3.5% | 20,390 | $1.1M |
| Summit Place Financial Advisors, LLC | 0.47% | No change | 20,000 | $1.1M |
| Regions Financial Corp. | 0.01% | Reduce -0.1% | 19,816 | $1.1M |
| Center for Financial Planning, Inc. | 0.10% | Reduce -0.5% | 19,523 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.69% | No change | 19,009 | $1.0M |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.6% | 18,920 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +3.9% | 18,906 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.1% | 18,750 | $1.0M |
| Almanack Investment Partners, LLC. | 0.13% | No change | 18,530 | $1.0M |
| Nuveen, LLC | 0.00% | New | 18,371 | $993K |
| Bank of Montreal | 0.00% | Reduce -1.9% | 17,931 | $969K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.7% | 17,888 | $966K |
| Cooper Financial Group | 0.08% | No change | 17,848 | $964K |
| Integrity Alliance, Llc. | 0.03% | Reduce -0.3% | 17,754 | $959K |
| Choreo, LLC | 0.01% | No change | 17,340 | $937K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.0% | 16,980 | $917K |
| Davidson Trust Co. | 0.35% | Reduce -1.2% | 16,715 | $903K |
| Kintra Wealth, LLC | 0.05% | New | 15,903 | $898K |
| Chapman Financial Group, LLC | 0.60% | No change | 16,596 | $897K |
| Arax Advisory Partners | 0.01% | Add +3.8% | 16,520 | $893K |
| Harbor Asset Planning, Inc. | 0.64% | Add +0.3% | 15,738 | $850K |
| Natixis Advisors, LLC | 0.00% | Add +5.7% | 15,698 | $848K |
| Evercore Wealth Management, LLC | 0.01% | No change | 15,473 | $836K |
| Discipline Wealth Solutions, LLC | 0.07% | No change | 15,248 | $824K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 15,000 | $810K |
| GSG Advisors LLC | 0.18% | Add +0.3% | 14,997 | $810K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -3.2% | 14,716 | $795K |
| MCF Advisors LLC | 0.03% | Add +1993.6% | 14,697 | $794K |
| Brown Advisory Inc. | 0.00% | Reduce -0.6% | 14,594 | $789K |
| Evergreen Capital Management LLC | 0.01% | Reduce -20.4% | 14,584 | $788K |
| SC&H Financial Advisors, Inc. | 0.10% | Add +0.1% | 14,453 | $781K |
| Huntington National Bank | 0.01% | Reduce -0.5% | 14,430 | $780K |
| Integrated Advisors Network LLC | 0.04% | Add +37.7% | 14,283 | $772K |
| Firestone Capital Management | 0.14% | No change | 14,260 | $770K |
| Legacy Financial Group LLC | 0.09% | No change | 14,234 | $769K |
| Fortitude Family Office, LLC | 0.15% | Reduce -1.1% | 14,191 | $767K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.6% | 13,238 | $717K |
| &partners | 0.00% | Add +3.3% | 13,258 | $716K |
| Catalyst Financial Partners LLC | 0.07% | Reduce -24.5% | 13,247 | $716K |
| West Bancorporation Inc. | 0.30% | No change | 12,942 | $699K |
| Trust Co of the South | 0.10% | No change | 12,650 | $683K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +80.9% | 12,395 | $670K |
| Essex Bank | 0.14% | No change | 12,389 | $669K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -7.7% | 12,220 | $660K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +7.8% | 12,213 | $660K |
| Fsa Wealth Partners, Inc. | 0.16% | New | 12,185 | $658K |
| VestGen Advisors, LLC | 0.02% | No change | 12,148 | $656K |
| Aptus Capital Advisors, LLC | 0.00% | Add +26.2% | 12,048 | $651K |
| Choate Investment Advisors | 0.01% | No change | 12,000 | $648K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.0% | 11,963 | $646K |
| Sovran Advisors, LLC | 0.05% | Reduce -4.5% | 11,788 | $641K |
| Stage Harbor Financial, LLC | 0.37% | No change | 11,846 | $640K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 11,779 | $636K |
| Koshinski Asset Management, Inc. | 0.03% | Add +4.3% | 11,533 | $623K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -66.7% | 11,528 | $623K |
| Clearstead Advisors, LLC | 0.01% | Reduce -5.1% | 11,380 | $615K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.1% | 11,307 | $611K |
| CoreCap Advisors, LLC | 0.02% | Add +0.7% | 11,125 | $601K |
| LJI Wealth Management, LLC | 0.08% | New | 11,000 | $594K |
| Estate Counselors, LLC | 0.05% | Add +58.0% | 10,975 | $593K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.9% | 10,943 | $591K |
| 1900 Wealth Management LLC | 0.03% | No change | 10,913 | $590K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 10,891 | $588K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 10,866 | $587K |
| Morling Financial Advisors, LLC | 0.16% | No change | 10,820 | $585K |
| Solitude Financial Services | 0.16% | No change | 10,750 | $581K |
| Fund Evaluation Group, LLC | 0.02% | Reduce -11.8% | 10,697 | $578K |
| RIA Advisory Group LLC | 0.12% | Reduce -3.9% | 10,231 | $553K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.0% | 10,185 | $550K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +0.3% | 10,164 | $549K |
| Foster & Motley Inc. | 0.03% | Reduce -3.2% | 10,143 | $548K |
| Echo Wealth Management, LLC | 0.28% | Reduce -3.4% | 10,087 | $545K |
| Parallel Advisors, LLC | 0.01% | No change | 10,052 | $543K |
| Truefg, LLC | 0.13% | No change | 10,016 | $541K |
| CRA Financial Services, LLC | 0.06% | Reduce -2.5% | 9,959 | $538K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.3% | 9,900 | $535K |
| Assetmark, Inc. | 0.00% | Add +24.3% | 9,877 | $534K |
| Glassman Wealth Services | 0.06% | Add +9.4% | 9,732 | $526K |
| City of London Investment Management Co. Ltd. | 0.03% | Reduce -27.6% | 9,704 | $524K |
| Mather Group, Llc. | 0.00% | No change | 9,628 | $520K |
| Keel Point, LLC | 0.03% | Reduce -40.2% | 9,582 | $518K |
| Spire Wealth Management | 0.02% | Reduce -1.0% | 9,564 | $517K |
| Principia Wealth Advisory, LLC | 0.26% | Reduce -0.1% | 9,559 | $516K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -14.6% | 9,416 | $509K |
| Weatherly Asset Management L. P. | 0.04% | No change | 9,308 | $503K |
| Sightline Wealth Advisors, LLC | 0.18% | Add +0.3% | 9,290 | $502K |
| Welch Group, LLC | 0.02% | Reduce -0.8% | 9,285 | $502K |
| Plancorp, LLC | 0.01% | No change | 9,168 | $499K |
| Root Financial Partners, LLC | 0.02% | Add +2.5% | 9,223 | $498K |
| Trailhead Planners LLC | 0.47% | No change | 9,086 | $491K |
| Blue Fin Capital, Inc. | 0.07% | No change | 8,883 | $480K |
| D. E. Shaw & Co. | 0.00% | New | 8,876 | $480K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 8,871 | $479K |
| Roundview Capital LLC | 0.03% | Reduce -2.7% | 8,865 | $479K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 8,861 | $479K |
| Salem Investment Counselors Inc. | 0.01% | No change | 8,800 | $475K |
| HighPoint Advisor Group LLC | 0.02% | Add +25.9% | 8,685 | $469K |
| KCM Investment Advisors LLC | 0.01% | No change | 8,565 | $463K |
| NWK Group, Inc. | 0.14% | No change | 8,500 | $459K |
| Elmwood Wealth Management, Inc. | 0.11% | No change | 8,436 | $456K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 8,435 | $456K |
| Beckerman Institutional, LLC | 0.22% | Reduce -16.1% | 8,425 | $455K |
| Intellus Advisors LLC | 0.06% | No change | 8,400 | $454K |
| Claro Advisors Inc. | 0.05% | No change | 8,210 | $444K |
| SCS Capital Management LLC | 0.00% | Add +0.3% | 8,113 | $438K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 8,002 | $432K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 7,995 | $432K |
| Private Trust Co. NA | 0.03% | Add +9.6% | 7,915 | $428K |
| Qube Research & Technologies Ltd | 0.00% | Add +170.3% | 7,910 | $427K |
| Syverson Strege & Co | 0.09% | Reduce -11.0% | 7,828 | $423K |
| First Nebraska Trust Co | 0.03% | No change | 7,815 | $422K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.1% | 7,812 | $422K |
| XTX Topco Ltd | 0.01% | New | 7,799 | $421K |
| Obermeyer Wealth Partners | 0.02% | No change | 7,740 | $418K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +0.3% | 7,689 | $415K |
| Robinson Smith Wealth Advisors LLC | 0.24% | Reduce -3.8% | 7,548 | $408K |
| Opus Financial Solutions LLC | 0.33% | No change | 7,481 | $404K |
| JMG Financial Group, Ltd. | 0.01% | New | 7,438 | $402K |
| Novem Group | 0.04% | No change | 7,418 | $401K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.2% | 7,408 | $400K |
| Global Assets Advisory, LLC | 0.09% | No change | 7,350 | $398K |
| First Pacific Financial | 0.05% | Add +3172.7% | 7,200 | $389K |
| Soundwatch Capital LLC | 0.04% | Add +4.8% | 7,185 | $388K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 6,988 | $378K |
| Trek Financial, LLC | 0.02% | No change | 6,962 | $376K |
| Diversify Advisory Services, LLC | 0.01% | New | 6,878 | $375K |
| Diversify Wealth Management, LLC | 0.01% | Add +13.5% | 6,878 | $375K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 6,889 | $372K |
| Flow Traders U.S. LLC | 0.02% | New | 6,877 | $372K |
| Busey Bank | 0.01% | No change | 6,792 | $367K |
| Haverford Trust Co | 0.00% | Reduce -3.0% | 6,730 | $364K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 6,689 | $361K |
| Clarity Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 6,676 | $361K |
| Sanctuary Advisors, LLC | 0.00% | Add +18.9% | 6,631 | $358K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 6,615 | $357K |
| Carnegie Investment Counsel | 0.01% | No change | 6,531 | $353K |
| Financial Alternatives, Inc | 0.17% | Add +0.7% | 6,524 | $352K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 6,515 | $352K |
| Diesslin Group, Inc. | 0.14% | New | 6,488 | $351K |
| Scotia Capital Inc. | 0.00% | Add +2.2% | 6,430 | $348K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -0.9% | 6,422 | $347K |
| First Commonwealth Financial Corp | 0.05% | No change | 6,400 | $346K |
| Curated Wealth Partners LLC | 0.04% | No change | 6,345 | $343K |
| MBA Advisors LLC | 0.12% | No change | 6,340 | $343K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.5% | 6,299 | $340K |
| Permanent Capital Management, LP | 0.05% | New | 6,286 | $340K |
| Steph & Co. | 0.09% | No change | 6,273 | $339K |
| Clark Capital Management Group, Inc. | 0.00% | New | 6,263 | $338K |
| Paragon Capital Management Ltd | 0.06% | Reduce -9.3% | 6,240 | $337K |
| WealthBridge Capital Management, LLC | 0.07% | Add +0.1% | 6,225 | $336K |
| HCR Wealth Advisors | 0.03% | No change | 6,000 | $324K |
| Trust Co. of Toledo NA | 0.03% | No change | 6,000 | $324K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,800 | $324K |
| Compass Financial Management LLC | 0.04% | — | 5,951 | $322K |
| Genesis Wealth Advisors, LLC | 0.19% | No change | 5,940 | $321K |
| Tidemark, LLC | 0.07% | No change | 5,900 | $319K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 5,886 | $318K |
| Pure Financial Advisors, LLC | 0.00% | No change | 5,823 | $315K |
| Laurel Wealth Planning LLC | 0.14% | No change | 5,811 | $314K |
| StoneX Group Inc. | 0.01% | New | 5,805 | $313K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 5,650 | $305K |
| Pinnacle Associates Ltd. | 0.00% | No change | 5,630 | $304K |
| Breakwater Investment Management | 0.10% | No change | 5,600 | $303K |
| RVW Wealth, LLC | 0.02% | No change | 5,598 | $302K |
| Tilson Financial Group, Inc. | 0.08% | No change | 5,535 | $299K |
| Renaissance Technologies | 0.00% | Reduce -81.5% | 5,506 | $297K |
| First Long Island Investors, LLC | 0.02% | No change | 5,500 | $297K |
| Benjamin Edwards Inc. | 0.00% | No change | 5,461 | $295K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Add +1.9% | 5,450 | $294K |
| Global Retirement Partners, LLC | 0.00% | — | 5,441 | $294K |
| Lanark Financial, Inc. | 0.02% | No change | 5,415 | $293K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2953.1% | 5,343 | $289K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 5,335 | $288K |
| Eq Wealth Advisors, LLC | 0.16% | No change | 5,329 | $288K |
| Decision Investments, Inc. | 0.26% | No change | 5,280 | $285K |
| Midwest Financial Group LLC | 0.10% | Add +0.3% | 5,273 | $285K |
| NorthRock Partners, LLC | 0.00% | Add +16.7% | 5,251 | $284K |
| Fermata Advisors, LLC | 0.06% | Add +0.1% | 5,235 | $283K |
| AE Wealth Management LLC | 0.00% | Add +93.1% | 5,235 | $283K |
| Insight Inv LLC | 0.13% | No change | 5,205 | $281K |
| Geometric Wealth Advisors | 0.03% | No change | 5,180 | $280K |
| Syon Capital LLC | 0.01% | No change | 5,178 | $280K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -3.6% | 5,113 | $276K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 5,082 | $275K |
| M&T Bank Corp | 0.00% | No change | 5,045 | $273K |
| Hara Capital LLC | 0.14% | No change | 5,000 | $270K |
| CapWealth Advisors, LLC | 0.02% | No change | 5,000 | $270K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 4,990 | $270K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 4,890 | $264K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 4,883 | $264K |
| Visionary Wealth Advisors | 0.01% | No change | 4,860 | $263K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,860 | $263K |
| Center For Asset Management LLC | 0.12% | Add +5.9% | 4,807 | $260K |
| PKS Advisory Services, LLC | 0.04% | New | 4,752 | $257K |
| Armor Investment Advisors, LLC | 0.08% | No change | 4,750 | $257K |
| Iowa State Bank | 0.04% | No change | 4,750 | $257K |
| Banque Transatlantique SA | 0.01% | No change | 4,725 | $255K |
| Brookstone Capital Management | 0.00% | Reduce -13.6% | 4,717 | $255K |
| Sandy Cove Advisors, LLC | 0.06% | No change | 4,715 | $255K |
| Grange Capital, LLC | 0.23% | New | 4,700 | $254K |
| New Republic Capital, LLC | 0.06% | Add +0.3% | 4,669 | $252K |
| Allegheny Financial Group | 0.03% | Add +0.3% | 4,668 | $252K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 4,660 | $252K |
| Crewe Advisors LLC | 0.02% | No change | 4,640 | $251K |
| Csenge Advisory Group | 0.01% | Reduce -6.7% | 4,574 | $247K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 4,572 | $247K |
| IFG Advisory, LLC | 0.01% | New | 4,510 | $244K |
| Cogent Strategic Wealth LLC | 0.23% | No change | 4,500 | $243K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.0% | 4,492 | $243K |
| Prairiewood Capital, LLC | 0.06% | No change | 4,491 | $243K |
| Heritage Investment Group, Inc. | 0.03% | No change | 4,466 | $241K |
| Park Place Capital Corp | 0.04% | Add +0.3% | 4,446 | $240K |
| GenTrust, LLC | 0.01% | No change | 4,425 | $239K |
| Third View Private Wealth, LLC | 0.03% | No change | 4,379 | $237K |
| Webster Bank, N. A. | 0.02% | Reduce -49.2% | 4,351 | $235K |
| LexAurum Advisors, LLC | 0.03% | No change | 4,330 | $234K |
| Focus Financial Network, Inc. | 0.01% | No change | 4,318 | $233K |
| GS Investments, Inc. | 0.17% | No change | 4,290 | $232K |
| Moors & Cabot, Inc. | 0.01% | Add +0.3% | 4,272 | $231K |
| Capital Advisors Inc. | 0.00% | Reduce -6.9% | 4,265 | $230K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 4,241 | $229K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 4,223 | $228K |
| Naples Global Advisors, LLC | 0.01% | New | 4,147 | $224K |
| Tradition Wealth Management, LLC | 0.01% | New | 4,140 | $224K |
| Pacific Center for Financial Services | 0.05% | Add +0.0% | 4,129 | $223K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 4,115 | $222K |
| Advisory Alpha, LLC | 0.01% | New | 4,111 | $222K |
| Strategic Blueprint, LLC | 0.01% | New | 4,050 | $219K |
| Flputnam Investment Management Co. | 0.00% | New | 4,044 | $219K |
| Milestone Investment Advisors LLC | 0.05% | No change | 4,000 | $216K |
| Mayfair Advisory Group, LLC | 0.06% | New | 3,960 | $215K |
| Quotient Wealth Partners, LLC | 0.01% | New | 3,985 | $215K |
| Traction Financial Partners, LLC | 0.11% | Reduce -41.1% | 3,980 | $215K |
| Vanguard Advisers Inc. | 0.00% | Add +8.5% | 3,980 | $215K |
| Betterment LLC | 0.00% | New | 3,977 | $215K |
| Vident Advisory, LLC | 0.00% | New | 3,975 | $215K |
| Old Port Advisors | 0.04% | New | 3,930 | $212K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,926 | $212K |
| Fortis Capital Advisors, LLC | 0.02% | New | 3,860 | $209K |
| Belpointe Asset Management LLC | 0.01% | New | 3,860 | $209K |
| Spartan Wealth Advisory Services LLC | 0.02% | New | 3,800 | $205K |
| Thrive Wealth Management, LLC | 0.03% | New | 3,750 | $203K |
| Sims Investment Management, LLC | 0.06% | New | 4,013 | $203K |
| Maseco LLP | 0.01% | New | 3,700 | $200K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -2.1% | 3,535 | $191K |
| Lavaca Capital LLC | 0.02% | Add +0.3% | 3,533 | $191K |
| Johnson Financial Group, Inc. | 0.01% | No change | 3,475 | $188K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,475 | $188K |
| Key Capital Management, INC | 0.09% | No change | 3,289 | $178K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,243 | $175K |
| Investment Research & Advisory Group, Inc. | 0.05% | Add +50.8% | 3,216 | $174K |
| Balentine LLC | 0.01% | No change | 3,186 | $172K |
| Ankerstar Wealth, LLC | 0.14% | Reduce -14.3% | 3,070 | $166K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,851 | $154K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,821 | $152K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +56.0% | 2,756 | $149K |
| IAG Wealth Partners, LLC | 0.01% | Add +0.3% | 2,693 | $146K |
| RMG Wealth Management LLC | 0.01% | No change | 2,573 | $144K |
| Hoese & Co LLP | 0.09% | No change | 2,570 | $139K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,500 | $135K |
| Dunhill Financial, LLC | 0.03% | Reduce -3.7% | 2,431 | $131K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,379 | $129K |
| Archer Investment Corp | 0.02% | No change | 2,369 | $128K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 2,334 | $126K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -22.2% | 2,302 | $124K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,223 | $120K |
| Russell Investments Group, Ltd. | 0.00% | Add +95.5% | 2,189 | $118K |
| Barrett & Company, Inc. | 0.03% | Reduce -15.8% | 2,185 | $118K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,020 | $109K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 2,007 | $108K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 2,000 | $108K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,985 | $107K |
| Valley National Advisers Inc. | 0.01% | Reduce -82.7% | 1,955 | $106K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,935 | $105K |
| Vanguard National Trust Co | 0.01% | No change | 1,900 | $103K |
| Gill Capital Partners, LLC | 0.03% | No change | 1,890 | $102K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,836 | $99K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.1% | 1,697 | $92K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +74.0% | 1,674 | $90K |
| Founders Capital Management | 0.04% | New | 1,638 | $89K |
| UMB Bank, n.a. | 0.00% | No change | 1,568 | $85K |
| Arlington Trust Co LLC | 0.01% | No change | 1,550 | $84K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,550 | $84K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,500 | $81K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,475 | $79K |
| Legacy Bridge, LLC | 0.02% | No change | 1,450 | $78K |
| Triumph Capital Management | 0.01% | No change | 1,427 | $77K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 1,422 | $77K |
| Cornerstone National Bank & Trust Co | 0.03% | New | 1,415 | $76K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,363 | $74K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,310 | $71K |
| Downshift Financial, LLC | 0.03% | New | 1,301 | $70K |
| Financial Consulate, Inc. | 0.01% | No change | 1,265 | $68K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,258 | $68K |
| Guardian Partners Inc. | 0.01% | New | 1,255 | $68K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -44.6% | 1,207 | $65K |
| Smithfield Trust Co | 0.00% | No change | 1,205 | $65K |
| Tsfg, LLC | 0.01% | No change | 1,115 | $60K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,075 | $58K |
| High Point Wealth Management, LLC | 0.05% | Add +0.3% | 1,068 | $58K |
| Chilton Capital Management LLC | 0.00% | No change | 1,050 | $57K |
| Activest Wealth Management | 0.01% | Add +0.4% | 1,047 | $57K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $54K |
| Synergy Investment Management, LLC | 0.01% | No change | 990 | $53K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 960 | $52K |
| Osbon Capital Management LLC | 0.04% | No change | 945 | $51K |
| GAMMA Investing LLC | 0.00% | New | 922 | $50K |
| Allied Private Wealth LLC | 0.03% | — | 910 | $49K |
| Geneos Wealth Management Inc. | 0.00% | Add +10.8% | 861 | $47K |
| Smartleaf Asset Management LLC | 0.00% | No change | 841 | $45K |
| Noble Wealth Management PBC | 0.02% | Reduce -22.0% | 780 | $42K |
| Signaturefd, LLC | 0.00% | No change | 770 | $42K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 760 | $41K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 755 | $41K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -11.8% | 747 | $40K |
| Buck Wealth Strategies, LLC | 0.00% | New | 736 | $40K |
| Lodestone Wealth Management LLC | 0.01% | No change | 725 | $39K |
| Vision Retirement, LLC | 0.01% | No change | 720 | $39K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 675 | $36K |
| Luminist Capital LLC | 0.04% | New | 650 | $35K |
| Mosley Wealth Management | 0.01% | New | 586 | $32K |
| Asset Dedication, LLC | 0.00% | New | 568 | $31K |
| Versant Capital Management, Inc | 0.00% | New | 568 | $31K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 545 | $29K |
| Mascoma Wealth Management LLC | 0.01% | Add +0.4% | 534 | $29K |
| Continuum Advisory, LLC | 0.00% | New | 528 | $29K |
| Align Financial, LLC | 0.01% | No change | 521 | $28K |
| Avion Wealth | 0.00% | No change | 498 | $26K |
| Godsey & Gibb, Inc. | 0.00% | No change | 465 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 445 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 443 | $24K |
| Kroeger Financial Partners | 0.02% | — | 439 | $24K |
| Abound Wealth Management | 0.00% | Add +56.3% | 433 | $23K |
| PlanVest Financial, Inc | 0.02% | Add +0.2% | 421 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.0% | 384 | $21K |
| Prosperity Bancshares Inc | 0.01% | No change | 381 | $21K |
| Fortis Group Advisors, LLC | 0.00% | No change | 360 | $19K |
| Perkins Coie Trust Co | 0.00% | No change | 350 | $19K |
| Fairway Wealth LLC | 0.00% | No change | 345 | $19K |
| Private Wealth Management Group, LLC | 0.00% | No change | 328 | $18K |
| Rossby Financial, LCC | 0.00% | No change | 325 | $18K |
| Reicon Wealth Advisors, LLC | 0.01% | No change | 300 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 290 | $16K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 259 | $14K |
| LRI Investments, LLC | 0.00% | No change | 250 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 220 | $12K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 215 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 213 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 205 | $11K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 190 | $10K |
| Walsh & Associates, LLC | 0.01% | No change | 184 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 156 | $8K |
| CX Institutional | 0.00% | Reduce -69.2% | 157 | $8K |
| Markowski Investments | 0.00% | — | 115 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 86 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 70 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 38 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 28 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 16 | $864 |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -99.9% | 10 | $540 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1 | $55 |
| Citigroup Inc. | 0.00% | New | 1 | $54 |
"% 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.