Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q3 2024 (September 30)272holders +9
20new positions
12sold out
2famous investors
$41.54avg. 13F price*
At the end of Q3 2024, 272 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 9 from Q2 2024. 20 opened new positions and 12 sold out. The largest holders were Charles Schwab Investment Management Inc. ($836.9M), Bank of America Corp. ($106.1M) and Waverly Advisors, LLC ($57.2M). 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 (Q3 2024)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.2M |
| Exits | 12 | $2.1M |
All 13F filers, Q2 2024 → Q3 2024: 935,084 shares bought and 984,576 shares sold, net −49,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Charles Schwab Investment Management Inc. | 0.16% | Reduce -2.3% | 20,142,188 | $836.9M |
| Bank of America Corp. | 0.01% | Add +3.9% | 2,554,391 | $106.1M |
| Waverly Advisors, LLC | 1.06% | Reduce -6.2% | 1,376,082 | $57.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +5.9% | 1,277,860 | $53.1M |
| LPL Financial LLC | 0.02% | Add +0.3% | 1,222,695 | $50.8M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 1,139,589 | $47.3M |
| First Foundation Advisors | 1.65% | Add +2.6% | 1,053,886 | $43.8M |
| Raymond James & Associates | 0.02% | Add +0.8% | 936,627 | $38.9M |
| Arbor Investment Advisors, LLC | 4.78% | Add +1.1% | 869,260 | $36.1M |
| Wells Fargo & Company | 0.01% | Add +13.6% | 786,557 | $32.7M |
| Royal Bank of Canada | 0.01% | Add +10.9% | 666,217 | $27.7M |
| UBS Group AG | 0.01% | Add +9.3% | 628,363 | $26.1M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.4% | 554,194 | $23.0M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 484,219 | $20.1M |
| Cetera Investment Advisers | 0.04% | Add +0.6% | 427,390 | $17.8M |
| Wealthspire Retirement, LLC | 1.35% | Add +4.7% | 402,814 | $16.7M |
| Avantax Advisory Services, Inc. | 0.10% | Add +13.8% | 372,182 | $15.5M |
| Callan Capital, LLC | 0.85% | Reduce -0.0% | 293,629 | $12.2M |
| Captrust Financial Advisors | 0.04% | Reduce -0.3% | 285,306 | $11.9M |
| Mariner, LLC | 0.02% | Add +1.6% | 266,253 | $11.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.3% | 265,559 | $11.0M |
| Accredited Investors Inc. | 0.49% | Reduce -2.6% | 206,959 | $8.6M |
| Johnson & White Wealth Management, LLC | 7.36% | Add +5.1% | 205,775 | $8.6M |
| Invesco Ltd. | 0.00% | Add +7.1% | 204,671 | $8.5M |
| Three Bridge Wealth Advisors, LLC | 2.98% | Reduce -1.3% | 194,442 | $8.1M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +3.7% | 191,952 | $8.0M |
| WCG Wealth Advisors LLC | 0.53% | Reduce -5.5% | 190,097 | $7.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.1% | 174,653 | $7.2M |
| Arlington Financial Advisors, LLC | 1.46% | Reduce -2.6% | 171,081 | $7.1M |
| Equitable Holdings, Inc. | 0.07% | Add +44.3% | 167,075 | $6.9M |
| Regal Investment Advisors LLC | 0.41% | Add +7.2% | 140,491 | $5.8M |
| Cerity Partners LLC | 0.01% | Add +11.7% | 134,945 | $5.6M |
| Perigon Wealth Management, LLC | 0.15% | Add +2.3% | 131,607 | $5.5M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +2.1% | 129,281 | $5.4M |
| Creative Planning | 0.00% | Add +18.4% | 114,377 | $4.8M |
| Albion Financial Group | 0.32% | No change | 112,200 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +3.2% | 111,830 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 108,674 | $4.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -4.5% | 105,785 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +11.9% | 103,269 | $4.3M |
| Legacy Private Trust Co. | 0.28% | Add +0.1% | 100,066 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.6% | 96,142 | $4.0M |
| Wealthspire Advisors, LLC | 0.04% | Add +882.8% | 93,128 | $3.9M |
| Sound Stewardship, LLC | 1.79% | Reduce -1.0% | 76,947 | $3.2M |
| WealthBridge Capital Management, LLC | 0.90% | Add +9.5% | 75,013 | $3.1M |
| Charles Schwab Trust Co | 0.26% | Reduce -8.9% | 71,995 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 67,743 | $2.8M |
| JFS Wealth Advisors, LLC | 0.18% | Reduce -0.2% | 63,645 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Add +1.3% | 57,545 | $2.4M |
| Clarius Group, LLC | 0.16% | No change | 54,978 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +23.1% | 54,919 | $2.3M |
| Two Sigma Investments, LP | 0.00% | New | 48,400 | $2.0M |
| Marquette Asset Management, LLC | 0.29% | No change | 44,134 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +1.0% | 42,639 | $1.8M |
| Boston Standard Wealth Management, LLC | 0.34% | Add +3.1% | 42,523 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.8% | 41,465 | $1.7M |
| PFG Advisors | 0.10% | Add +12.7% | 39,902 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -2.2% | 39,843 | $1.7M |
| GSG Advisors LLC | 0.54% | No change | 39,684 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.6% | 36,315 | $1.6M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 36,727 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +1.0% | 35,982 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.4% | 35,578 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | No change | 35,020 | $1.5M |
| KWB Wealth | 0.19% | Add +0.3% | 37,629 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | Add +8.9% | 34,176 | $1.4M |
| FMR LLC | 0.00% | Add +9.8% | 32,059 | $1.3M |
| Advisory Services Network, LLC | 0.03% | No change | 34,298 | $1.3M |
| Lion Street Advisors, LLC | 0.41% | Add +12.9% | 28,368 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 28,077 | $1.2M |
| Shakespeare Wealth Management, LLC | 0.29% | Reduce -2.1% | 26,434 | $1.1M |
| New England Private Wealth Advisors LLC | 0.17% | Add +0.1% | 26,088 | $1.1M |
| Brighton Jones LLC | 0.04% | Add +1.2% | 25,232 | $1.0M |
| Verum Partners LLC | 0.30% | Add +0.1% | 24,203 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -10.9% | 23,576 | $980K |
| Parallel Advisors, LLC | 0.02% | Add +4.7% | 22,780 | $947K |
| Institute for Wealth Management, LLC. | 0.12% | No change | 22,654 | $941K |
| Smith Salley Wealth Management | 0.06% | Add +17.4% | 22,206 | $923K |
| OMNI 360 Wealth, Inc. | 0.63% | Reduce -0.8% | 22,028 | $915K |
| Pacific Center for Financial Services | 0.23% | Add +0.1% | 20,977 | $872K |
| D.A. Davidson & Co. | 0.01% | Add +63.5% | 20,279 | $843K |
| Oxler Private Wealth LLC | 0.29% | Reduce -3.3% | 19,774 | $822K |
| Waddell & Associates, LLC | 0.09% | Reduce -1.3% | 18,346 | $762K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.2% | 18,030 | $749K |
| Hibernia Wealth Partners, LLC | 0.26% | New | 17,877 | $743K |
| Corient Private Wealth LP | 0.00% | Add +17.7% | 17,818 | $740K |
| Fidelis Capital Partners, LLC | 0.09% | No change | 17,975 | $739K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.3% | 17,812 | $728K |
| Traction Financial Partners, LLC | 0.57% | Add +6.2% | 17,371 | $722K |
| Citigroup Inc. | 0.00% | Add +13.2% | 16,753 | $696K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.2% | 15,395 | $640K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.5% | 15,215 | $632K |
| Ieq Capital, LLC | 0.01% | No change | 15,165 | $630K |
| Glenmede Trust Co. NA | 0.00% | No change | 14,602 | $607K |
| Financial Advocates Investment Management | 0.03% | Reduce -6.6% | 14,412 | $599K |
| Sterling Financial Planning, Inc. | 0.22% | Reduce -2.0% | 14,371 | $597K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -8.8% | 13,725 | $570K |
| Advance Capital Management, Inc. | 0.02% | Add +0.3% | 13,489 | $560K |
| Western Wealth Management, LLC | 0.03% | Add +0.0% | 13,399 | $557K |
| Harbour Capital Advisors, LLC | 0.13% | No change | 13,500 | $555K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -2.0% | 13,168 | $547K |
| EnRich Financial Partners LLC | 0.18% | Reduce -0.5% | 13,061 | $543K |
| Quantinno Capital Management LP | 0.01% | New | 12,424 | $516K |
| Larson Financial Group LLC | 0.03% | Add +34.5% | 12,198 | $507K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 12,169 | $506K |
| RiverFront Investment Group, LLC | 0.01% | Add +29.8% | 12,169 | $506K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -0.3% | 12,160 | $505K |
| Comerica Bank | 0.00% | Reduce -2.9% | 11,996 | $498K |
| WealthShield Partners, LLC | 0.07% | Add +2.0% | 11,771 | $489K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.8% | 11,481 | $477K |
| Essex Financial Services, Inc. | 0.03% | Reduce -5.4% | 11,388 | $472K |
| Harbour Investment Management LLC | 0.20% | No change | 11,004 | $457K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.4% | 10,925 | $454K |
| Citadel Advisors | 0.00% | Reduce -81.0% | 10,786 | $448K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +33.6% | 10,527 | $437K |
| AIMZ Investment Advisors, LLC | 0.15% | No change | 10,500 | $436K |
| Sheets Smith Wealth Management | 0.05% | Add +1.1% | 10,333 | $429K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.0% | 10,260 | $426K |
| Prairiewood Capital, LLC | 0.18% | No change | 10,187 | $423K |
| Jones Financial Companies LLLP | 0.00% | Add +68.5% | 10,188 | $422K |
| First Hawaiian Bank | 0.01% | No change | 9,855 | $409K |
| MAI Capital Management | 0.00% | Add +0.5% | 9,853 | $409K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -11.4% | 9,824 | $408K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -11.4% | 9,824 | $408K |
| Townsend Asset Management Corp. /NC/ | 0.15% | Add +0.1% | 9,757 | $405K |
| Trilogy Capital Inc. | 0.02% | No change | 9,480 | $394K |
| Focus Partners Wealth | 0.00% | Reduce -93.3% | 7,935 | $391K |
| Northern Trust Corp. | 0.00% | Reduce -5.4% | 9,285 | $386K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.3% | 8,957 | $372K |
| Quadcap Wealth Management, LLC | 0.06% | No change | 8,880 | $369K |
| Wealthfront Advisers LLC | 0.00% | Add +7.0% | 8,731 | $363K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.7% | 8,711 | $362K |
| D. E. Shaw & Co. | 0.00% | Reduce -44.2% | 8,561 | $356K |
| Financial Alternatives, Inc | 0.25% | Reduce -7.1% | 8,495 | $353K |
| Sigma Planning Corp | 0.01% | Add +22.2% | 8,249 | $343K |
| Spire Wealth Management | 0.01% | Reduce -6.9% | 8,241 | $342K |
| Private Capital Management LLC | 0.06% | No change | 8,150 | $339K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.5% | 7,955 | $331K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 7,905 | $328K |
| Capital Market Strategies LLC | 0.19% | Reduce -2.6% | 7,710 | $320K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 7,698 | $320K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 7,569 | $314K |
| Efficient Frontier Advisors LLC | 0.20% | Add +0.3% | 7,691 | $312K |
| Creative Capital Management Investments LLC | 0.13% | Reduce -66.7% | 7,488 | $311K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,420 | $308K |
| GM Advisory Group, LLC | 0.02% | No change | 7,375 | $306K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.6% | 7,363 | $306K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 7,325 | $304K |
| EP Wealth Advisors, LLC | 0.00% | Add +82.3% | 7,257 | $302K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 7,154 | $297K |
| Colonial Trust Advisors | 0.03% | No change | 7,150 | $297K |
| Legacy Trust | 0.07% | No change | 7,025 | $292K |
| Blair William & Co. | 0.00% | No change | 7,025 | $292K |
| Susquehanna International Group, LLP | 0.00% | Add +8.8% | 7,003 | $291K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,959 | $289K |
| Mascoma Wealth Management LLC | 0.07% | No change | 6,800 | $283K |
| Lyell Wealth Management, LP | 0.03% | No change | 6,774 | $281K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -22.9% | 6,750 | $280K |
| West Coast Financial LLC | 0.03% | No change | 6,640 | $276K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 6,553 | $272K |
| Regions Financial Corp. | 0.00% | No change | 6,255 | $260K |
| Evoke Wealth, LLC | 0.01% | New | 5,960 | $248K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,946 | $247K |
| Vertex Planning Partners, LLC | 0.06% | Add +0.2% | 5,946 | $247K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 5,825 | $242K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,790 | $241K |
| Fermata Advisors, LLC | 0.05% | New | 5,766 | $240K |
| Sightline Wealth Advisors, LLC | 0.13% | Add +0.3% | 5,742 | $239K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,670 | $236K |
| Solitude Financial Services | 0.10% | Reduce -22.1% | 5,650 | $235K |
| Western Financial Corp | 0.13% | Reduce -0.4% | 5,605 | $233K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.2% | 5,580 | $232K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -10.3% | 5,570 | $231K |
| Carnegie Investment Counsel | 0.01% | No change | 5,485 | $228K |
| Vident Advisory, LLC | 0.01% | New | 5,413 | $225K |
| Empower Advisory Group, LLC | 0.00% | Reduce -33.2% | 5,136 | $213K |
| GenTrust, LLC | 0.01% | New | 5,005 | $208K |
| Independent Financial Group, LLC | 0.01% | New | 4,875 | $203K |
| Plancorp, LLC | 0.01% | New | 4,860 | $202K |
| Oakworth Capital, Inc. | 0.01% | No change | 4,791 | $199K |
| HM Payson & Co. | 0.00% | No change | 4,725 | $196K |
| Ancora Advisors LLC | 0.00% | No change | 4,600 | $191K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 4,540 | $189K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -1.6% | 4,340 | $180K |
| C M Bidwell & Associates Ltd. | 0.11% | No change | 4,330 | $180K |
| Founders Financial Alliance, LLC | 0.05% | No change | 3,950 | $164K |
| Fortitude Family Office, LLC | 0.06% | No change | 3,885 | $161K |
| Capital Analysts, LLC | 0.01% | Add +2.2% | 3,847 | $160K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,645 | $153K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.6% | 3,668 | $152K |
| Assetmark, Inc. | 0.00% | Reduce -5.0% | 3,502 | $146K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -4.8% | 3,427 | $142K |
| Cwm, LLC | 0.00% | Add +37.6% | 3,328 | $138K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.2% | 3,249 | $135K |
| Bank of Montreal | 0.00% | Reduce -1.1% | 3,225 | $134K |
| NorthRock Partners, LLC | 0.00% | Reduce -6.0% | 2,732 | $114K |
| Principal Securities, Inc. | 0.00% | Reduce -4.0% | 2,719 | $113K |
| Hoese & Co LLP | 0.09% | Reduce -55.3% | 2,675 | $111K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 2,380 | $99K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,130 | $89K |
| Mather Group, Llc. | 0.00% | Reduce -67.4% | 2,097 | $87K |
| Northwest Financial Advisors | 0.07% | New | 2,017 | $84K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,000 | $83K |
| UMB Bank, n.a. | 0.00% | Reduce -16.6% | 1,936 | $80K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,790 | $74K |
| Blue Trust, Inc. | 0.00% | New | 1,773 | $68K |
| Addison Advisors LLC | 0.02% | Reduce -48.4% | 1,625 | $68K |
| Global Retirement Partners, LLC | 0.00% | New | 1,563 | $65K |
| Tidemark, LLC | 0.03% | No change | 1,480 | $61K |
| GAMMA Investing LLC | 0.01% | No change | 1,434 | $60K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,430 | $59K |
| Cordgrass Capital Advisors, LLC | 0.02% | New | 1,380 | $57K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,353 | $56K |
| Milestone Investment Advisors LLC | 0.02% | No change | 1,313 | $55K |
| Sachetta, LLC | 0.02% | Reduce -91.5% | 1,256 | $52K |
| Bokf, NA | 0.00% | New | 1,269 | $52K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.3% | 1,243 | $52K |
| Allworth Financial LP | 0.00% | Add +21.7% | 1,150 | $48K |
| Sandy Spring Bank | 0.00% | No change | 1,040 | $43K |
| Tsfg, LLC | 0.01% | No change | 1,020 | $42K |
| Private Trust Co. NA | 0.00% | Add +73.0% | 995 | $41K |
| Abound Wealth Management | 0.01% | Add +0.3% | 903 | $38K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 858 | $36K |
| Geneos Wealth Management Inc. | 0.00% | Add +10.6% | 843 | $35K |
| NewEdge Advisors, LLC | 0.00% | No change | 757 | $31K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $31K |
| Farther Finance Advisors, LLC | 0.00% | New | 650 | $27K |
| Red Tortoise LLC | 0.01% | No change | 625 | $26K |
| Colonial Trust Co / SC | 0.00% | No change | 575 | $24K |
| Global Financial Private Client, LLC | 0.01% | No change | 570 | $24K |
| Perkins Coie Trust Co | 0.00% | No change | 525 | $22K |
| Tucker Asset Management LLC | 0.01% | Add +0.4% | 514 | $21K |
| Continuum Advisory, LLC | 0.00% | Add +0.4% | 488 | $21K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 475 | $20K |
| New Republic Capital, LLC | 0.01% | No change | 470 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 445 | $18K |
| Aspect Partners, LLC | 0.01% | No change | 420 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 420 | $17K |
| Howe & Rusling Inc. | 0.00% | Reduce -53.5% | 420 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 414 | $17K |
| Quadrant Capital Group LLC | 0.00% | No change | 390 | $16K |
| Bristlecone Advisors, LLC | 0.00% | New | 388 | $16K |
| Signaturefd, LLC | 0.00% | No change | 373 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 295 | $12K |
| Cordant, Inc. | 0.01% | No change | 290 | $12K |
| 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% | Add +0.4% | 239 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 235 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 230 | $10K |
| Coston, McIsaac & Partners | 0.00% | New | 240 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 205 | $9K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 200 | $8K |
| Rise Advisors, LLC | 0.00% | Add +0.5% | 197 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 185 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -59.8% | 165 | $7K |
| Heritage Wealth Advisors | 0.00% | No change | 160 | $7K |
| Planned Solutions, Inc. | 0.00% | New | 149 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 140 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 139 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 102 | $4K |
| MCF Advisors LLC | 0.00% | No change | 95 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 90 | $4K |
| IFP Advisors, Inc | 0.00% | Add +211.5% | 81 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 70 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 61 | $3K |
| Spectrum Wealth Counsel, LLC | 0.00% | Add +240.0% | 34 | $1K |
| Arlington Trust Co LLC | 0.00% | No change | 32 | $1K |
| FSA Wealth Management LLC | 0.00% | — | 24 | $997 |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 10 | $416 |
| Bare Financial Services, Inc | 0.00% | No change | 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.