Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q2 2024 (June 30)263holders +9
26new positions
15sold out
2famous investors
$38.12avg. 13F price*
At the end of Q2 2024, 263 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 9 from Q1 2024. 26 opened new positions and 15 sold out. The largest holders were Charles Schwab Investment Management Inc. ($785.9M), Bank of America Corp. ($93.8M) and Waverly Advisors, LLC ($55.9M). 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 (Q2 2024)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $797.2M |
| Exits | 15 | $3.8M |
All 13F filers, Q1 2024 → Q2 2024: 21,585,328 shares bought and 679,258 shares sold, net +20,906,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Charles Schwab Investment Management Inc. | 0.15% | New | 20,605,123 | $785.9M |
| Bank of America Corp. | 0.01% | Reduce -0.4% | 2,458,192 | $93.8M |
| Waverly Advisors, LLC | 1.10% | Reduce -6.1% | 1,466,577 | $55.9M |
| LPL Financial LLC | 0.02% | Add +2.7% | 1,219,068 | $46.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +3.0% | 1,206,857 | $46.0M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 1,154,166 | $44.0M |
| First Foundation Advisors | 1.50% | Add +21.7% | 1,027,074 | $39.2M |
| Raymond James & Associates | 0.02% | Reduce -5.2% | 929,679 | $35.5M |
| Arbor Investment Advisors, LLC | 4.80% | Add +4.0% | 860,048 | $32.8M |
| Wells Fargo & Company | 0.01% | Add +0.1% | 692,267 | $26.4M |
| Royal Bank of Canada | 0.01% | Reduce -0.0% | 600,604 | $22.9M |
| UBS Group AG | 0.01% | Reduce -2.0% | 574,656 | $21.9M |
| Baird Financial Group, Inc. | 0.04% | Add +0.8% | 567,713 | $21.7M |
| Bank of New York Mellon Corp | 0.00% | Add +9.5% | 484,008 | $18.5M |
| Cetera Investment Advisers | 0.04% | Add +4.3% | 424,811 | $16.2M |
| Wealthspire Retirement, LLC | 1.23% | Add +2.0% | 384,932 | $14.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +11.4% | 326,904 | $12.5M |
| Callan Capital, LLC | 0.92% | Reduce -0.9% | 293,693 | $11.2M |
| Captrust Financial Advisors | 0.04% | Reduce -0.5% | 286,152 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.1% | 269,154 | $10.3M |
| Mariner, LLC | 0.02% | Reduce -4.5% | 261,989 | $10.0M |
| Accredited Investors Inc. | 0.51% | Reduce -13.5% | 212,445 | $8.1M |
| WCG Wealth Advisors LLC | 0.57% | New | 201,090 | $7.7M |
| Three Bridge Wealth Advisors, LLC | 2.98% | Add +0.2% | 197,085 | $7.5M |
| Johnson & White Wealth Management, LLC | 7.13% | Add +16.1% | 195,827 | $7.5M |
| Invesco Ltd. | 0.00% | Reduce -4.3% | 191,061 | $7.3M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -26.3% | 185,116 | $7.1M |
| Arlington Financial Advisors, LLC | 1.47% | Reduce -1.6% | 175,733 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.8% | 174,411 | $6.7M |
| Regal Investment Advisors LLC | 0.33% | Add +4.2% | 131,020 | $5.0M |
| Perigon Wealth Management, LLC | 0.14% | Add +6.1% | 128,602 | $4.9M |
| Cornerstone Wealth Management, LLC | 0.37% | Add +1.6% | 126,570 | $4.8M |
| Cerity Partners LLC | 0.01% | Reduce -3.6% | 120,822 | $4.6M |
| Focus Partners Wealth | 0.02% | Add +8.3% | 119,211 | $4.5M |
| Equitable Holdings, Inc. | 0.05% | Add +13.2% | 115,762 | $4.4M |
| Albion Financial Group | 0.32% | No change | 112,200 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -10.8% | 110,735 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.0% | 108,843 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Add +2.9% | 108,396 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.8% | 102,981 | $3.9M |
| Legacy Private Trust Co. | 0.27% | Add +0.8% | 100,004 | $3.8M |
| Creative Planning | 0.00% | Add +7.0% | 96,621 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +63.3% | 92,285 | $3.5M |
| Private Ocean, LLC | 0.28% | Reduce -2.3% | 81,849 | $3.1M |
| Charles Schwab Trust Co | 0.28% | Add +4.2% | 79,047 | $3.0M |
| Sound Stewardship, LLC | 1.80% | Reduce -0.6% | 77,723 | $3.0M |
| WealthBridge Capital Management, LLC | 0.86% | Add +3.3% | 68,485 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -1.9% | 67,793 | $2.6M |
| JFS Wealth Advisors, LLC | 0.19% | Reduce -0.2% | 63,785 | $2.4M |
| Citadel Advisors | 0.00% | Add +89.6% | 56,745 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Add +0.2% | 56,788 | $2.2M |
| Clarius Group, LLC | 0.15% | Reduce -8.3% | 54,978 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.1% | 44,617 | $1.7M |
| Marquette Asset Management, LLC | 0.29% | Reduce -0.5% | 44,134 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.9% | 42,201 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.6% | 41,800 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +419.4% | 41,717 | $1.6M |
| Boston Standard Wealth Management, LLC | 0.35% | Add +0.8% | 41,251 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 40,743 | $1.6M |
| GSG Advisors LLC | 0.53% | Reduce -13.4% | 39,684 | $1.5M |
| KWB Wealth | 0.20% | Reduce -3.9% | 37,499 | $1.5M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 36,727 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +199.7% | 35,627 | $1.4M |
| PFG Advisors | 0.09% | Reduce -1.7% | 35,417 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -7.6% | 35,020 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | — | 35,050 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -11.9% | 34,298 | $1.3M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -4.5% | 31,382 | $1.2M |
| FMR LLC | 0.00% | Add +11.8% | 29,210 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.9% | 29,077 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 28,266 | $1.1M |
| Shakespeare Wealth Management, LLC | 0.30% | Reduce -0.3% | 27,009 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +14.4% | 26,458 | $1.0M |
| New England Private Wealth Advisors LLC | 0.17% | Add +0.1% | 26,068 | $994K |
| Lion Street Advisors, LLC | 0.35% | Reduce -2.5% | 25,119 | $958K |
| Brighton Jones LLC | 0.03% | Add +14.0% | 24,935 | $951K |
| Verum Partners LLC | 0.30% | Reduce -6.2% | 24,186 | $922K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.7% | 22,868 | $872K |
| GTS Securities LLC | 0.02% | Reduce -43.8% | 22,749 | $868K |
| Institute for Wealth Management, LLC. | 0.12% | No change | 22,654 | $864K |
| Creative Capital Management Investments LLC | 0.42% | Reduce -3.0% | 22,463 | $857K |
| OMNI 360 Wealth, Inc. | 0.64% | Reduce -0.9% | 22,212 | $847K |
| Parallel Advisors, LLC | 0.02% | Reduce -2.5% | 21,765 | $830K |
| Pacific Center for Financial Services | 0.22% | Reduce -0.2% | 20,950 | $799K |
| Oxler Private Wealth LLC | 0.29% | Add +0.4% | 20,442 | $780K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 18,808 | $724K |
| Smith Salley Wealth Management | 0.05% | No change | 18,920 | $722K |
| Waddell & Associates, LLC | 0.09% | Reduce -5.2% | 18,583 | $709K |
| Fidelis Capital Partners, LLC | 0.10% | Add +24.0% | 17,975 | $681K |
| Traction Financial Partners, LLC | 0.47% | Add +107.6% | 16,361 | $650K |
| Sachetta, LLC | 0.27% | Reduce -54.3% | 14,833 | $616K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.0% | 16,265 | $616K |
| Financial Advocates Investment Management | 0.04% | Add +0.0% | 15,425 | $588K |
| D. E. Shaw & Co. | 0.00% | Add +154.2% | 15,343 | $585K |
| Ieq Capital, LLC | 0.01% | New | 15,165 | $578K |
| Corient Private Wealth LP | 0.00% | Reduce -24.3% | 15,135 | $577K |
| Market Street Wealth Management Advisors LLC | 0.10% | No change | 15,055 | $574K |
| Citigroup Inc. | 0.00% | Reduce -3.8% | 14,805 | $565K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.3% | 14,776 | $564K |
| Sterling Financial Planning, Inc. | 0.23% | Reduce -10.6% | 14,659 | $559K |
| Glenmede Trust Co. NA | 0.00% | Add +0.0% | 14,602 | $557K |
| Advance Capital Management, Inc. | 0.02% | Reduce -18.7% | 13,449 | $513K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -4.1% | 13,434 | $512K |
| Western Wealth Management, LLC | 0.04% | Add +5.3% | 13,394 | $511K |
| Harbour Capital Advisors, LLC | 0.12% | No change | 13,500 | $509K |
| EnRich Financial Partners LLC | 0.18% | Reduce -1.8% | 13,129 | $501K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 12,582 | $480K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 12,401 | $473K |
| Comerica Bank | 0.00% | Add +62.9% | 12,357 | $471K |
| Essex Financial Services, Inc. | 0.03% | New | 12,034 | $467K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -2.0% | 12,194 | $465K |
| Cresset Asset Management, LLC | 0.00% | Add +9.7% | 12,167 | $464K |
| WealthShield Partners, LLC | 0.07% | Reduce -0.2% | 11,537 | $440K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -50.1% | 11,091 | $423K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -50.1% | 11,091 | $423K |
| Jane Street Group, LLC | 0.00% | Reduce -72.8% | 11,037 | $421K |
| Harbour Investment Management LLC | 0.19% | No change | 11,004 | $420K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +11.9% | 10,565 | $403K |
| AIMZ Investment Advisors, LLC | 0.14% | No change | 10,500 | $400K |
| Aviance Capital Partners, LLC | 0.06% | Reduce -1.4% | 10,256 | $391K |
| Sheets Smith Wealth Management | 0.05% | Add +0.1% | 10,222 | $390K |
| Prairiewood Capital, LLC | 0.18% | No change | 10,187 | $389K |
| First Hawaiian Bank | 0.01% | No change | 9,855 | $376K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 9,815 | $374K |
| MAI Capital Management | 0.00% | Add +29.7% | 9,800 | $374K |
| Townsend Asset Management Corp. /NC/ | 0.14% | Add +0.1% | 9,749 | $372K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.3% | 9,480 | $362K |
| Wealthspire Advisors, LLC | 0.00% | Add +79.0% | 9,476 | $361K |
| RiverFront Investment Group, LLC | 0.01% | New | 9,375 | $358K |
| Financial Alternatives, Inc | 0.26% | No change | 9,141 | $349K |
| Larson Financial Group LLC | 0.02% | Add +4.2% | 9,072 | $346K |
| CENTRAL TRUST Co | 0.01% | Reduce -11.8% | 8,982 | $343K |
| Quadcap Wealth Management, LLC | 0.06% | New | 8,880 | $339K |
| Spire Wealth Management | 0.01% | Add +0.2% | 8,852 | $338K |
| Nottingham Advisors, Inc. | 0.04% | No change | 8,750 | $334K |
| Flow Traders U.S. LLC | 0.02% | New | 8,382 | $320K |
| Wealthfront Advisers LLC | 0.00% | Add +9.1% | 8,160 | $311K |
| Private Capital Management LLC | 0.06% | No change | 8,150 | $311K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -11.2% | 8,075 | $308K |
| Janney Montgomery Scott LLC | 0.00% | Add +52.1% | 8,013 | $306K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.0% | 7,971 | $304K |
| Capital Market Strategies LLC | 0.19% | Reduce -7.0% | 7,915 | $302K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 7,905 | $301K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.2% | 7,878 | $300K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 7,698 | $294K |
| Empower Advisory Group, LLC | 0.00% | Add +3.8% | 7,684 | $293K |
| Abbrea Capital, LLC | 0.04% | No change | 7,670 | $293K |
| Efficient Frontier Advisors LLC | 0.21% | Add +0.4% | 7,666 | $291K |
| Stifel Financial Corp. | 0.00% | Reduce -10.7% | 7,568 | $289K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,420 | $282K |
| GM Advisory Group, LLC | 0.02% | New | 7,375 | $281K |
| Schechter Investment Advisors, LLC | 0.02% | Add +4.0% | 7,325 | $279K |
| Solitude Financial Services | 0.13% | Reduce -15.9% | 7,255 | $277K |
| Colonial Trust Advisors | 0.03% | No change | 7,150 | $273K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.3% | 7,138 | $272K |
| Legacy Trust | 0.07% | No change | 7,025 | $268K |
| Blair William & Co. | 0.00% | No change | 7,025 | $268K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -1.3% | 6,959 | $265K |
| Mascoma Wealth Management LLC | 0.07% | No change | 6,800 | $259K |
| M Holdings Securities, Inc. | 0.03% | New | 6,795 | $259K |
| Lyell Wealth Management, LP | 0.02% | New | 6,774 | $258K |
| Sigma Planning Corp | 0.01% | Add +23.3% | 6,752 | $258K |
| West Coast Financial LLC | 0.03% | No change | 6,640 | $253K |
| Mather Group, Llc. | 0.00% | Add +273.9% | 6,424 | $252K |
| MML Investors Services, LLC | 0.00% | Reduce -17.2% | 6,547 | $250K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.3% | 6,434 | $245K |
| Regions Financial Corp. | 0.00% | No change | 6,255 | $239K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 6,216 | $237K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | No change | 6,206 | $237K |
| Hoese & Co LLP | 0.20% | Reduce -32.7% | 5,980 | $233K |
| Jones Financial Companies LLLP | 0.00% | Add +907.8% | 6,047 | $231K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -10.4% | 5,935 | $226K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 5,825 | $223K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,790 | $221K |
| Sightline Wealth Advisors, LLC | 0.14% | Add +0.4% | 5,724 | $218K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,670 | $216K |
| Western Financial Corp | 0.13% | New | 5,629 | $215K |
| Carnegie Investment Counsel | 0.01% | No change | 5,485 | $209K |
| Oakworth Capital, Inc. | 0.01% | Add +25.0% | 4,791 | $183K |
| HM Payson & Co. | 0.00% | No change | 4,725 | $180K |
| Ancora Advisors LLC | 0.00% | Reduce -20.7% | 4,600 | $175K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 4,540 | $173K |
| Center for Financial Planning, Inc. | 0.02% | No change | 4,410 | $168K |
| C M Bidwell & Associates Ltd. | 0.11% | No change | 4,330 | $165K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,982 | $152K |
| Founders Financial Alliance, LLC | 0.04% | No change | 3,950 | $151K |
| Fortitude Family Office, LLC | 0.08% | Reduce -24.9% | 3,885 | $148K |
| Capital Analysts, LLC | 0.01% | New | 3,765 | $144K |
| Assetmark, Inc. | 0.00% | Add +5.9% | 3,685 | $141K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,645 | $139K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -3.1% | 3,600 | $137K |
| Bank of Montreal | 0.00% | Add +45.2% | 3,260 | $126K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -8.6% | 3,210 | $122K |
| Addison Advisors LLC | 0.04% | No change | 3,150 | $120K |
| True Wealth Design, LLC | 0.03% | Reduce -11.9% | 3,111 | $119K |
| NorthRock Partners, LLC | 0.00% | New | 2,907 | $111K |
| Principal Securities, Inc. | 0.00% | No change | 2,832 | $108K |
| Cwm, LLC | 0.00% | Add +27.7% | 2,418 | $92K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 2,380 | $91K |
| UMB Bank, n.a. | 0.00% | No change | 2,320 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Add +88.8% | 2,313 | $88K |
| CoreCap Advisors, LLC | 0.01% | New | 2,130 | $81K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,000 | $76K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1,790 | $68K |
| Tidemark, LLC | 0.03% | Reduce -28.7% | 1,480 | $56K |
| GAMMA Investing LLC | 0.01% | Add +22.1% | 1,434 | $55K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,430 | $55K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,353 | $52K |
| Milestone Investment Advisors LLC | 0.01% | No change | 1,313 | $50K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -34.3% | 1,239 | $47K |
| Sandy Spring Bank | 0.00% | Reduce -0.5% | 1,040 | $40K |
| Tsfg, LLC | 0.01% | No change | 1,020 | $39K |
| Allworth Financial LP | 0.00% | No change | 945 | $38K |
| Howe & Rusling Inc. | 0.00% | Reduce -20.1% | 903 | $34K |
| Abound Wealth Management | 0.01% | Add +0.5% | 900 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Add +28.9% | 762 | $29K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 757 | $29K |
| Barrett & Company, Inc. | 0.01% | New | 750 | $29K |
| Red Tortoise LLC | 0.01% | No change | 625 | $24K |
| Private Trust Co. NA | 0.00% | Add +142.6% | 575 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 575 | $22K |
| Global Financial Private Client, LLC | 0.01% | No change | 570 | $22K |
| Perkins Coie Trust Co | 0.00% | No change | 525 | $20K |
| Tucker Asset Management LLC | 0.00% | New | 512 | $20K |
| Continuum Advisory, LLC | 0.00% | Add +0.4% | 486 | $19K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 474 | $18K |
| New Republic Capital, LLC | 0.01% | No change | 470 | $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 |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -9.9% | 410 | $16K |
| Quadrant Capital Group LLC | 0.00% | No change | 390 | $15K |
| Signaturefd, LLC | 0.00% | Reduce -88.5% | 373 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.3% | 309 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 295 | $11K |
| Cordant, Inc. | 0.01% | No change | 290 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 270 | $10K |
| 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% | Add +0.4% | 238 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 235 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 230 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | — | 230 | $9K |
| New Millennium Group LLC | 0.01% | New | 210 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 205 | $8K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 200 | $8K |
| Rise Advisors, LLC | 0.00% | No change | 196 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 185 | $7K |
| Heritage Wealth Advisors | 0.00% | No change | 160 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 140 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -20.6% | 139 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +1.0% | 102 | $4K |
| MCF Advisors LLC | 0.00% | No change | 95 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 90 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 70 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 61 | $2K |
| Franklin Resources Inc. | 0.00% | New | 48 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 32 | $1K |
| IFP Advisors, Inc | 0.00% | New | 26 | $992 |
| Strategic Financial Concepts, LLC | 0.00% | New | 25,970 | $625 |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 10 | $388 |
| Mfa Wealth Advisors, LLC | 0.00% | New | 10 | $381 |
| Bare Financial Services, Inc | 0.00% | New | 1 | $27 |
"% 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.