Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q1 2024 (March 31)254holders
2famous investors
$39.29avg. 13F price*
At the end of Q1 2024, 254 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($799.6M), Bank of America Corp. ($96.9M) and Waverly Advisors, LLC ($61.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Inv Rafi US 1500 SM-Usd Inc.
- Filed as
- INVESCO EXCHANGE TRADED FD T (Q1 2024)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $32.7M |
| Exits | 19 | $6.6M |
Ownership 254 holders
| Charles Schwab Investment Advisory, Inc. | 1.10% | Reduce -3.1% | 20,357,310 | $799.6M |
| Bank of America Corp. | 0.01% | Add +2.5% | 2,466,957 | $96.9M |
| Waverly Advisors, LLC | 1.44% | Reduce -4.3% | 1,561,258 | $61.3M |
| Morgan Stanley | 0.00% | Reduce -3.2% | 1,187,651 | $46.7M |
| LPL Financial LLC | 0.03% | Reduce -3.3% | 1,187,351 | $46.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +11.2% | 1,172,108 | $46.0M |
| Raymond James & Associates | 0.03% | Reduce -2.7% | 980,138 | $38.5M |
| First Foundation Advisors | 1.33% | Add +53.1% | 844,240 | $33.2M |
| Arbor Investment Advisors, LLC | 4.76% | Add +1.9% | 827,095 | $32.5M |
| Wells Fargo & Company | 0.01% | Reduce -1.1% | 691,771 | $27.2M |
| Royal Bank of Canada | 0.01% | Add +1.9% | 600,782 | $23.6M |
| UBS Group AG | 0.01% | Reduce -8.6% | 586,163 | $23.0M |
| Baird Financial Group, Inc. | 0.05% | Add +2.8% | 563,134 | $22.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -49.6% | 441,908 | $17.4M |
| Cetera Investment Advisers | 0.04% | New | 407,410 | $16.0M |
| Wealthspire Retirement, LLC | 1.28% | Add +3.5% | 377,289 | $14.8M |
| Callan Capital, LLC | 1.02% | Reduce -0.3% | 296,235 | $11.6M |
| Avantax Advisory Services, Inc. | 0.10% | Add +9.9% | 293,505 | $11.5M |
| Captrust Financial Advisors | 0.04% | Add +4.4% | 287,642 | $11.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.2% | 277,821 | $10.9M |
| Mariner, LLC | 0.02% | Reduce -1.6% | 274,390 | $10.8M |
| Dynamic Advisor Solutions LLC | 0.33% | Add +4.6% | 251,197 | $9.9M |
| Accredited Investors Inc. | 0.62% | Reduce -4.6% | 245,615 | $9.6M |
| Invesco Ltd. | 0.00% | Reduce -10.2% | 199,631 | $7.8M |
| Three Bridge Wealth Advisors, LLC | 3.04% | Reduce -1.1% | 196,702 | $7.7M |
| Arlington Financial Advisors, LLC | 1.54% | Reduce -24.3% | 178,625 | $7.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +34.2% | 177,611 | $7.0M |
| Johnson & White Wealth Management, LLC | 4.82% | Add +9.5% | 168,673 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 126,496 | $5.0M |
| Regal Investment Advisors LLC | 0.34% | New | 125,785 | $4.9M |
| Cerity Partners LLC | 0.01% | Reduce -1.0% | 125,317 | $4.9M |
| Cornerstone Wealth Management, LLC | 0.40% | Add +3.5% | 124,601 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.8% | 124,127 | $4.9M |
| Perigon Wealth Management, LLC | 0.14% | Add +6.9% | 121,258 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.3% | 115,435 | $4.5M |
| Albion Financial Group | 0.34% | No change | 112,200 | $4.4M |
| Focus Partners Wealth | 0.04% | New | 110,120 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.6% | 105,384 | $4.1M |
| Equitable Holdings, Inc. | 0.05% | Add +63.3% | 102,303 | $4.0M |
| Legacy Private Trust Co. | 0.28% | Reduce -2.6% | 99,212 | $3.9M |
| Creative Planning | 0.00% | Add +12.3% | 90,344 | $3.5M |
| Private Ocean, LLC | 0.35% | Reduce -1.3% | 83,790 | $3.3M |
| Sound Stewardship, LLC | 1.86% | Reduce -0.4% | 78,198 | $3.1M |
| Charles Schwab Trust Co | 0.28% | Reduce -8.9% | 75,899 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +2.7% | 56,661 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 69,142 | $2.7M |
| WealthBridge Capital Management, LLC | 0.88% | Add +2.1% | 66,272 | $2.6M |
| JFS Wealth Advisors, LLC | 0.20% | Add +0.0% | 63,888 | $2.5M |
| Clarius Group, LLC | 0.16% | Reduce -0.8% | 59,927 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +34.6% | 56,510 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +36.8% | 55,850 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 49,543 | $1.9M |
| GSG Advisors LLC | 0.65% | No change | 45,824 | $1.8M |
| Marquette Asset Management, LLC | 0.30% | Reduce -0.2% | 44,363 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.3% | 43,459 | $1.7M |
| Boston Standard Wealth Management, LLC | 0.36% | Add +17.7% | 40,902 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -14.8% | 40,843 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 40,517 | $1.6M |
| GTS Securities LLC | 0.04% | New | 40,494 | $1.6M |
| KWB Wealth | 0.21% | Reduce -19.0% | 39,007 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +21.1% | 38,925 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | No change | 37,910 | $1.5M |
| Resonant Capital Advisors, LLC | 0.12% | Add +0.7% | 36,727 | $1.4M |
| PFG Advisors | 0.10% | Add +13.8% | 36,039 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.1% | 34,514 | $1.4M |
| WMS Partners, LLC | 0.09% | No change | 34,035 | $1.3M |
| Diversify Advisory Services, LLC | 0.08% | — | 32,878 | $1.3M |
| Sachetta, LLC | 0.58% | No change | 32,461 | $1.2M |
| Citadel Advisors | 0.00% | New | 29,923 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +0.0% | 28,285 | $1.1M |
| Shakespeare Wealth Management, LLC | 0.31% | Reduce -1.2% | 27,077 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.6% | 26,691 | $1.0M |
| FMR LLC | 0.00% | Add +31.1% | 26,121 | $1.0M |
| New England Private Wealth Advisors LLC | 0.18% | Add +0.1% | 26,042 | $1.0M |
| Verum Partners LLC | 0.36% | Reduce -2.1% | 25,792 | $1.0M |
| Lion Street Advisors, LLC | 0.39% | No change | 25,768 | $966K |
| Creative Capital Management Investments LLC | 0.47% | No change | 23,152 | $909K |
| Lido Advisors, LLC | 0.01% | Add +0.8% | 23,128 | $908K |
| Institute for Wealth Management, LLC. | 0.12% | No change | 22,654 | $890K |
| OMNI 360 Wealth, Inc. | 0.73% | Reduce -0.5% | 22,410 | $880K |
| Parallel Advisors, LLC | 0.02% | Add +0.0% | 22,320 | $877K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -38.3% | 22,233 | $873K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -38.3% | 22,233 | $873K |
| Brighton Jones LLC | 0.03% | Add +15.6% | 21,869 | $859K |
| Pacific Center for Financial Services | 0.24% | Add +0.1% | 20,988 | $824K |
| Oxler Private Wealth LLC | 0.31% | Reduce -2.4% | 20,358 | $800K |
| Corient Private Wealth LP | 0.00% | Reduce -6.5% | 19,996 | $785K |
| Waddell & Associates, LLC | 0.10% | Reduce -17.3% | 19,609 | $770K |
| Two Sigma Investments, LP | 0.00% | Reduce -45.6% | 19,300 | $758K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.0% | 19,370 | $754K |
| Smith Salley Wealth Management | 0.06% | No change | 18,920 | $743K |
| Rockefeller Capital Management L.P. | 0.00% | Add +67.4% | 18,774 | $737K |
| Hibernia Wealth Partners, LLC | 0.45% | Reduce -5.2% | 16,754 | $658K |
| Susquehanna International Group, LLP | 0.00% | Add +69.8% | 16,640 | $654K |
| Advance Capital Management, Inc. | 0.04% | New | 16,544 | $650K |
| Sterling Financial Planning, Inc. | 0.26% | Reduce -17.8% | 16,391 | $644K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.0% | 15,447 | $607K |
| Financial Advocates Investment Management | 0.04% | Add +0.9% | 15,419 | $606K |
| Citigroup Inc. | 0.00% | Add +12.1% | 15,383 | $604K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -0.7% | 15,055 | $591K |
| Glenmede Trust Co. NA | 0.00% | No change | 14,600 | $573K |
| Fidelis Capital Partners, LLC | 0.09% | New | 14,500 | $570K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -5.0% | 14,004 | $550K |
| EnRich Financial Partners LLC | 0.20% | Reduce -3.0% | 13,374 | $525K |
| Harbour Capital Advisors, LLC | 0.13% | No change | 13,500 | $517K |
| Western Wealth Management, LLC | 0.04% | Reduce -4.3% | 12,725 | $500K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 12,451 | $489K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.2% | 12,442 | $489K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -5.9% | 12,440 | $489K |
| Savant Capital, LLC | 0.01% | Add +35.9% | 11,886 | $467K |
| WealthShield Partners, LLC | 0.07% | Add +0.4% | 11,560 | $454K |
| Cresset Asset Management, LLC | 0.00% | Add +13.9% | 11,090 | $436K |
| Harbour Investment Management LLC | 0.20% | New | 11,004 | $432K |
| AIMZ Investment Advisors, LLC | 0.15% | No change | 10,500 | $412K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.9% | 10,405 | $409K |
| Sheets Smith Wealth Management | 0.04% | Add +0.3% | 10,212 | $401K |
| Prairiewood Capital, LLC | 0.19% | Reduce -1.3% | 10,187 | $400K |
| CENTRAL TRUST Co | 0.01% | Add +0.5% | 10,185 | $400K |
| First Hawaiian Bank | 0.01% | No change | 9,855 | $387K |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 9,820 | $386K |
| Townsend Asset Management Corp. /NC/ | 0.15% | Reduce -3.9% | 9,739 | $383K |
| Trilogy Capital Inc. | 0.02% | Add +1.7% | 9,700 | $381K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.4% | 9,445 | $371K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 9,270 | $364K |
| Financial Alternatives, Inc | 0.28% | No change | 9,141 | $359K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.3% | 9,094 | $357K |
| Spire Wealth Management | 0.01% | Add +0.1% | 8,832 | $347K |
| Nottingham Advisors, Inc. | 0.04% | No change | 8,750 | $344K |
| Larson Financial Group LLC | 0.03% | Add +9.4% | 8,707 | $342K |
| Solitude Financial Services | 0.16% | Reduce -90.3% | 8,630 | $339K |
| Hoese & Co LLP | 0.31% | No change | 8,880 | $337K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -40.4% | 8,580 | $337K |
| Capital Market Strategies LLC | 0.26% | Reduce -3.0% | 8,510 | $334K |
| Stifel Financial Corp. | 0.00% | Reduce -11.7% | 8,471 | $333K |
| Private Capital Management LLC | 0.07% | Reduce -23.7% | 8,150 | $320K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +865.4% | 8,032 | $315K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 7,905 | $311K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 7,904 | $310K |
| Traction Financial Partners, LLC | 0.24% | Reduce -21.6% | 7,880 | $305K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -1.7% | 7,698 | $302K |
| Abbrea Capital, LLC | 0.04% | No change | 7,670 | $301K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.2% | 7,969 | $298K |
| Comerica Bank | 0.00% | Reduce -8.7% | 7,587 | $298K |
| MAI Capital Management | 0.00% | Add +19.8% | 7,558 | $297K |
| Efficient Frontier Advisors LLC | 0.23% | Add +0.2% | 7,635 | $294K |
| Wealthfront Advisers LLC | 0.00% | Add +8.7% | 7,479 | $294K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 7,420 | $291K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.4% | 7,405 | $291K |
| Connectus Wealth, LLC | 0.01% | No change | 7,250 | $285K |
| Colonial Trust Advisors | 0.03% | No change | 7,150 | $281K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 7,116 | $280K |
| Pinnacle Financial Partners Inc | 0.01% | Add +23.1% | 7,052 | $277K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 7,045 | $277K |
| Legacy Trust | 0.07% | No change | 7,025 | $276K |
| Blair William & Co. | 0.00% | No change | 7,025 | $276K |
| Mascoma Wealth Management LLC | 0.08% | No change | 6,800 | $267K |
| West Coast Financial LLC | 0.03% | Reduce -6.8% | 6,640 | $261K |
| Vertex Planning Partners, LLC | 0.07% | Add +0.1% | 6,622 | $260K |
| Regions Financial Corp. | 0.00% | Add +8.7% | 6,255 | $246K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -2.2% | 6,206 | $244K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.2% | 6,206 | $244K |
| D. E. Shaw & Co. | 0.00% | New | 6,036 | $237K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 5,825 | $229K |
| Ancora Advisors LLC | 0.01% | Add +231.4% | 5,800 | $228K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,790 | $227K |
| Sightline Wealth Advisors, LLC | 0.15% | Add +0.2% | 5,701 | $224K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,670 | $223K |
| Carnegie Investment Counsel | 0.01% | No change | 5,485 | $215K |
| Sigma Planning Corp | 0.01% | New | 5,476 | $215K |
| GenTrust, LLC | 0.01% | Reduce -2.6% | 5,295 | $208K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -20.6% | 5,294 | $208K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,269 | $207K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -7.2% | 5,190 | $204K |
| Fortitude Family Office, LLC | 0.14% | No change | 5,175 | $203K |
| HM Payson & Co. | 0.00% | No change | 4,725 | $186K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 4,540 | $178K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -4.3% | 4,410 | $173K |
| C M Bidwell & Associates Ltd. | 0.12% | No change | 4,330 | $170K |
| Founders Financial Alliance, LLC | 0.05% | New | 3,950 | $155K |
| Oakworth Capital, Inc. | 0.01% | New | 3,834 | $151K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -0.4% | 3,716 | $146K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +59.2% | 3,645 | $143K |
| Qube Research & Technologies Ltd | 0.00% | Add +32.3% | 3,577 | $141K |
| True Wealth Design, LLC | 0.03% | Reduce -1.8% | 3,530 | $139K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 3,510 | $138K |
| Assetmark, Inc. | 0.00% | Add +4.3% | 3,479 | $137K |
| Signaturefd, LLC | 0.00% | New | 3,229 | $127K |
| Addison Advisors LLC | 0.04% | No change | 3,150 | $124K |
| Principal Securities, Inc. | 0.00% | Add +0.9% | 2,832 | $111K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 2,380 | $93K |
| UMB Bank, n.a. | 0.00% | No change | 2,320 | $91K |
| Bank of Montreal | 0.00% | Reduce -3.4% | 2,245 | $89K |
| Tidemark, LLC | 0.05% | Reduce -5.2% | 2,075 | $82K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 2,000 | $79K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.2% | 1,886 | $74K |
| Cwm, LLC | 0.00% | Add +61.2% | 1,894 | $74K |
| Mather Group, Llc. | 0.00% | New | 1,718 | $64K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,430 | $56K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +135200.0% | 1,353 | $53K |
| Milestone Investment Advisors LLC | 0.01% | No change | 1,313 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | Add +114.9% | 1,225 | $48K |
| Northwest Capital Management Inc | 0.01% | No change | 1,175 | $46K |
| GAMMA Investing LLC | 0.01% | New | 1,174 | $46K |
| Howe & Rusling Inc. | 0.00% | Add +402.2% | 1,130 | $44K |
| Sandy Spring Bank | 0.00% | Add +0.5% | 1,045 | $41K |
| Tsfg, LLC | 0.01% | No change | 1,020 | $40K |
| Palisade Asset Management, LLC | 0.00% | New | 970 | $38K |
| Allworth Financial LP | 0.00% | No change | 945 | $37K |
| Mma Asset Management LLC | 0.02% | New | 898 | $35K |
| Abound Wealth Management | 0.01% | Add +0.2% | 896 | $35K |
| EPG Wealth Management LLC | 0.01% | Add +0.2% | 852 | $33K |
| NewEdge Advisors, LLC | 0.00% | No change | 756 | $30K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +169.6% | 717 | $28K |
| Red Tortoise LLC | 0.01% | No change | 625 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 600 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.3% | 591 | $23K |
| Colonial Trust Co / SC | 0.00% | Reduce -46.5% | 575 | $22K |
| Global Financial Private Client, LLC | 0.01% | No change | 570 | $22K |
| Perkins Coie Trust Co | 0.00% | No change | 525 | $21K |
| Continuum Advisory, LLC | 0.00% | New | 484 | $19K |
| New Republic Capital, LLC | 0.01% | No change | 470 | $18K |
| Clearstead Advisors, LLC | 0.00% | Reduce -38.6% | 473 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 455 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 445 | $17K |
| Aspect Partners, LLC | 0.01% | No change | 420 | $16K |
| Tortoise Investment Management, LLC | 0.00% | No change | 420 | $16K |
| Quadrant Capital Group LLC | 0.00% | No change | 390 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 295 | $12K |
| Anfield Capital Management, LLC | 0.01% | New | 292 | $11K |
| Cordant, Inc. | 0.01% | No change | 290 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +460.0% | 308 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 270 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 250 | $10K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 250 | $10K |
| North Star Investment Management Corp. | 0.00% | No change | 237 | $9K |
| Private Trust Co. NA | 0.00% | No change | 237 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 235 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | New | 230 | $9K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 200 | $8K |
| Rise Advisors, LLC | 0.00% | Add +0.5% | 196 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 185 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 175 | $7K |
| Heritage Wealth Advisors | 0.00% | No change | 160 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 140 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 101 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $4K |
| MCF Advisors LLC | 0.00% | No change | 95 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 90 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 90 | $4K |
| WASHINGTON TRUST Co | 0.00% | No change | 70 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -81.2% | 61 | $2K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | New | 55 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 32 | $1K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 10 | $398 |
"% of holder's portfolio" is PRFZ's weight in each manager's 13F, not the share of Inv Rafi US 1500 SM-Usd Inc. the manager owns.