Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q1 2025 (March 31)283holders +2
23new positions
19sold out
2famous investors
$37.88avg. 13F price*
At the end of Q1 2025, 283 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 2 from Q4 2024. 23 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($793.5M), Bank of America Corp. ($97.1M) and Waverly Advisors, LLC ($46.6M). 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 2025)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.2M |
| Exits | 19 | $27.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,998,113 shares bought and 1,472,173 shares sold, net +525,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| Charles Schwab Investment Management Inc. | 0.15% | Add +6.5% | 20,959,358 | $793.5M |
| Bank of America Corp. | 0.01% | Reduce -1.8% | 2,563,399 | $97.1M |
| Waverly Advisors, LLC | 0.57% | Reduce -6.9% | 1,230,237 | $46.6M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 1,111,281 | $42.1M |
| LPL Financial LLC | 0.02% | Reduce -12.6% | 1,083,891 | $41.0M |
| Raymond James Financial Inc. | 0.01% | Add +1.2% | 1,021,350 | $38.7M |
| First Foundation Advisors | 1.56% | Reduce -8.3% | 1,013,774 | $38.4M |
| Arbor Investment Advisors, LLC | 4.58% | Add +2.5% | 884,992 | $33.5M |
| Royal Bank of Canada | 0.01% | Add +5.3% | 727,681 | $27.6M |
| Wells Fargo & Company | 0.01% | Reduce -9.2% | 699,544 | $26.5M |
| UBS Group AG | 0.01% | Reduce -0.1% | 675,763 | $25.6M |
| Stonebridge Financial Group, LLC | 2.70% | Add +6.9% | 670,623 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.9% | 525,359 | $19.9M |
| Avantax Advisory Services, Inc. | 0.12% | Add +23.3% | 505,921 | $19.2M |
| Invesco Ltd. | 0.00% | Add +11.9% | 499,514 | $18.9M |
| Cetera Investment Advisers | 0.03% | Add +0.9% | 431,612 | $16.3M |
| Wealthspire Retirement, LLC | 1.23% | Reduce -2.4% | 410,338 | $15.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.4% | 295,448 | $11.2M |
| Callan Capital, LLC | 0.76% | Reduce -2.1% | 271,234 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 253,774 | $9.6M |
| Mariner, LLC | 0.02% | Reduce -2.2% | 252,830 | $9.6M |
| Captrust Financial Advisors | 0.02% | Reduce -3.1% | 250,632 | $9.5M |
| Johnson & White Wealth Management, LLC | 4.88% | Add +4.5% | 229,594 | $8.7M |
| Equitable Holdings, Inc. | 0.08% | Add +12.9% | 217,513 | $8.2M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +9.9% | 209,521 | $7.9M |
| Accredited Investors Inc. | 0.46% | Reduce -3.2% | 194,861 | $7.4M |
| Three Bridge Wealth Advisors, LLC | 2.54% | Add +0.6% | 192,467 | $7.3M |
| Regal Investment Advisors LLC | 0.50% | Add +9.2% | 163,302 | $6.2M |
| Arlington Financial Advisors, LLC | 1.08% | Reduce -5.1% | 161,572 | $6.1M |
| WCG Wealth Advisors LLC | 0.46% | Reduce -14.7% | 160,351 | $6.1M |
| Focus Partners Wealth | 0.02% | Add +24.4% | 158,505 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.9% | 151,030 | $5.7M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -2.5% | 132,839 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +2.8% | 130,699 | $4.9M |
| Cornerstone Wealth Management, LLC | 0.33% | Add +1.2% | 129,811 | $4.9M |
| Creative Planning | 0.00% | Add +16.2% | 124,664 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.7% | 123,143 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +6.1% | 116,937 | $4.4M |
| Albion Financial Group | 0.30% | No change | 112,200 | $4.2M |
| Traction Financial Partners, LLC | 3.05% | Reduce -3.3% | 103,007 | $3.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.9% | 97,538 | $3.7M |
| Legacy Private Trust Co. | 0.25% | Reduce -1.5% | 96,250 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.1% | 91,747 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.9% | 89,353 | $3.4M |
| WealthBridge Capital Management, LLC | 0.83% | Add +1.1% | 77,457 | $2.9M |
| Sound Stewardship, LLC | 1.64% | Reduce -0.1% | 75,963 | $2.9M |
| Verum Partners LLC | 0.76% | Add +207.8% | 74,597 | $2.8M |
| Charles Schwab Trust Co | 0.23% | Add +2.8% | 71,872 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 62,881 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +2.6% | 59,808 | $2.3M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -2.1% | 59,641 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 58,634 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -12.9% | 56,822 | $2.2M |
| Clarius Group, LLC | 0.13% | Reduce -2.8% | 53,453 | $2.0M |
| Eq Wealth Advisors, LLC | 1.44% | Reduce -0.4% | 47,681 | $1.8M |
| PFG Advisors | 0.09% | Add +2.3% | 43,204 | $1.6M |
| FMR LLC | 0.00% | Reduce -3.4% | 42,863 | $1.6M |
| Marquette Asset Management, LLC | 0.28% | Reduce -1.1% | 42,280 | $1.6M |
| Boston Standard Wealth Management, LLC | 0.35% | Reduce -2.5% | 41,251 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +12.5% | 40,870 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 38,423 | $1.5M |
| GSG Advisors LLC | 0.47% | Add +0.1% | 39,704 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +0.7% | 36,269 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 35,020 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.2% | 34,894 | $1.3M |
| Diversify Advisory Services, LLC | 0.08% | Add +2.0% | 35,553 | $1.3M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 33,492 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -19.4% | 32,087 | $1.2M |
| KWB Wealth | 0.15% | Reduce -12.7% | 28,949 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.1% | 31,748 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +80.5% | 31,052 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.6% | 30,492 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.5% | 27,789 | $1.1M |
| Independent Advisor Alliance | 0.03% | Reduce -79.1% | 27,636 | $1.0M |
| Whipplewood Advisors, LLC | 0.62% | Reduce -99.8% | 42 | $1.0M |
| Lion Street Advisors, LLC | 0.32% | Reduce -9.6% | 26,399 | $999K |
| New England Private Wealth Advisors LLC | 0.15% | Add +0.0% | 26,128 | $989K |
| Lido Advisors, LLC | 0.01% | Reduce -1.5% | 25,681 | $972K |
| D.A. Davidson & Co. | 0.01% | Add +13.4% | 25,391 | $961K |
| Shakespeare Wealth Management, LLC | 0.25% | Reduce -4.1% | 24,359 | $922K |
| Brighton Jones LLC | 0.03% | Reduce -3.5% | 24,291 | $920K |
| Institute for Wealth Management, LLC. | 0.11% | No change | 22,440 | $850K |
| OMNI 360 Wealth, Inc. | 0.56% | Add +0.0% | 21,886 | $829K |
| Jones Financial Companies LLLP | 0.00% | Add +78.2% | 21,560 | $818K |
| SFE Investment Counsel | 0.16% | New | 20,948 | $793K |
| Pacific Center for Financial Services | 0.21% | Add +0.1% | 20,589 | $780K |
| Parallel Advisors, LLC | 0.02% | No change | 20,578 | $779K |
| Corient Private Wealth LP | 0.00% | Add +13.6% | 20,338 | $770K |
| Smith Salley Wealth Management | 0.05% | No change | 20,070 | $760K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +56.8% | 18,814 | $712K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.0% | 18,402 | $697K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +19.2% | 17,900 | $678K |
| Ieq Capital, LLC | 0.01% | Add +16.8% | 17,799 | $674K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 17,975 | $661K |
| Waddell & Associates, LLC | 0.08% | Reduce -0.3% | 17,451 | $661K |
| Golden Bell Financial Planning LLC | 0.64% | Reduce -1.1% | 17,282 | $654K |
| Oxler Private Wealth LLC | 0.22% | Add +0.1% | 16,335 | $618K |
| MAI Capital Management | 0.00% | No change | 15,733 | $596K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 15,522 | $588K |
| Arax Advisory Partners | 0.04% | New | 14,750 | $558K |
| Glenmede Trust Co. NA | 0.00% | Add +0.2% | 14,628 | $554K |
| Larson Financial Group LLC | 0.03% | Add +0.0% | 14,603 | $553K |
| Quantinno Capital Management LP | 0.00% | Add +12.0% | 14,588 | $552K |
| Citigroup Inc. | 0.00% | Reduce -15.0% | 14,345 | $543K |
| Sterling Financial Planning, Inc. | 0.19% | Reduce -0.8% | 14,106 | $534K |
| Revolve Wealth Partners, LLC | 0.08% | Add +11.2% | 13,838 | $524K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -1.3% | 13,552 | $513K |
| EP Wealth Advisors, LLC | 0.00% | Add +19.8% | 13,481 | $510K |
| Advance Capital Management, Inc. | 0.02% | Reduce -0.7% | 13,470 | $510K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.0% | 13,175 | $499K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.4% | 12,934 | $490K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 12,803 | $485K |
| Harbour Capital Advisors, LLC | 0.12% | No change | 13,500 | $485K |
| RiverFront Investment Group, LLC | 0.01% | Add +1.9% | 12,124 | $459K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -0.7% | 12,072 | $457K |
| WealthShield Partners, LLC | 0.06% | Reduce -2.6% | 11,656 | $441K |
| Essex Financial Services, Inc. | 0.03% | Add +0.0% | 11,398 | $432K |
| EnRich Financial Partners LLC | 0.14% | Reduce -13.0% | 11,364 | $430K |
| Harbour Investment Management LLC | 0.19% | No change | 11,004 | $417K |
| Cresset Asset Management, LLC | 0.00% | Add +3.2% | 10,714 | $406K |
| Comerica Bank | 0.00% | Reduce -1.1% | 10,578 | $400K |
| AIMZ Investment Advisors, LLC | 0.14% | No change | 10,500 | $398K |
| Financial Advocates Investment Management | 0.03% | Reduce -7.6% | 10,356 | $392K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.0% | 10,168 | $385K |
| Prairiewood Capital, LLC | 0.15% | Add +1.1% | 9,908 | $375K |
| First Hawaiian Bank | 0.05% | No change | 9,855 | $373K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.9% | 9,752 | $369K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +2.9% | 9,752 | $369K |
| Townsend Asset Management Corp. /NC/ | 0.14% | Reduce -1.3% | 9,648 | $365K |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 9,430 | $357K |
| Wealthfront Advisers LLC | 0.00% | Reduce -22.1% | 9,364 | $355K |
| Trilogy Capital Inc. | 0.02% | Reduce -3.4% | 9,155 | $347K |
| Bragg Financial Advisors, Inc | 0.01% | New | 9,060 | $343K |
| GTS Securities LLC | 0.01% | New | 9,059 | $343K |
| Sigma Planning Corp | 0.01% | Add +9.3% | 9,054 | $343K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 8,880 | $336K |
| Efficient Frontier Advisors LLC | 0.20% | Add +0.1% | 7,742 | $313K |
| Independent Financial Group, LLC | 0.01% | Add +40.5% | 8,250 | $312K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -17.9% | 8,165 | $309K |
| Stifel Financial Corp. | 0.00% | No change | 8,163 | $309K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.5% | 8,073 | $306K |
| Financial Alternatives, Inc | 0.22% | No change | 7,976 | $302K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 7,905 | $299K |
| Spire Wealth Management | 0.01% | Reduce -9.6% | 7,818 | $296K |
| Citadel Advisors | 0.00% | New | 7,752 | $293K |
| Capital Market Strategies LLC | 0.20% | No change | 7,710 | $292K |
| Bell Investment Advisors, Inc | 0.05% | Add +122.8% | 7,640 | $289K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -1.1% | 7,614 | $288K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.5% | 7,520 | $285K |
| Brown Advisory Inc. | 0.00% | New | 7,415 | $281K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.7% | 8,464 | $280K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,420 | $280K |
| GM Advisory Group, LLC | 0.02% | No change | 7,375 | $279K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 7,363 | $279K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.4% | 7,315 | $277K |
| Colonial Trust Advisors | 0.02% | No change | 7,150 | $271K |
| Silver Oak Securities, Incorporated | 0.03% | New | 7,101 | $269K |
| Blair William & Co. | 0.00% | Add +3.5% | 7,111 | $269K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -3.4% | 7,075 | $268K |
| Legacy Trust | 0.06% | No change | 7,025 | $266K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.1% | 6,946 | $263K |
| AlphaCore Capital LLC | 0.02% | New | 6,915 | $262K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -0.5% | 6,807 | $258K |
| Mascoma Wealth Management LLC | 0.06% | No change | 6,800 | $257K |
| Lyell Wealth Management, LP | 0.02% | No change | 6,774 | $256K |
| Courier Capital LLC | 0.02% | New | 6,750 | $256K |
| Cwm, LLC | 0.00% | Add +33.2% | 6,706 | $254K |
| Regions Financial Corp. | 0.00% | No change | 6,255 | $237K |
| SouthState Bank Corp | 0.01% | New | 6,150 | $233K |
| Tiaa Trust, National Association | 0.00% | Reduce -19.9% | 5,979 | $226K |
| Evoke Wealth, LLC | 0.01% | No change | 5,960 | $226K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,946 | $225K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 5,928 | $224K |
| Mather Group, Llc. | 0.00% | Reduce -8.3% | 5,899 | $223K |
| Mascagni Wealth Management, Inc. | 0.22% | No change | 5,847 | $221K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,847 | $221K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 5,825 | $221K |
| Cidel Asset Management Inc. | 0.01% | No change | 5,790 | $219K |
| Sightline Wealth Advisors, LLC | 0.12% | Add +0.1% | 5,781 | $219K |
| Fermata Advisors, LLC | 0.04% | Reduce -0.5% | 5,770 | $218K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +1.3% | 5,745 | $218K |
| Empower Advisory Group, LLC | 0.00% | Add +1.1% | 5,720 | $217K |
| Integrated Advisors Network LLC | 0.01% | New | 5,707 | $216K |
| Sheets Smith Wealth Management | 0.03% | No change | 5,670 | $215K |
| Plancorp, LLC | 0.01% | No change | 5,617 | $213K |
| Western Financial Corp | 0.12% | Add +0.0% | 5,598 | $212K |
| D. E. Shaw & Co. | 0.00% | Reduce -22.8% | 5,485 | $208K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.1% | 5,465 | $207K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -1.1% | 5,455 | $207K |
| Vident Advisory, LLC | 0.00% | No change | 5,413 | $205K |
| CoreCap Advisors, LLC | 0.01% | Add +98.1% | 5,220 | $198K |
| Ancora Advisors LLC | 0.00% | Add +10.9% | 5,100 | $193K |
| HM Payson & Co. | 0.00% | No change | 4,725 | $179K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +21.4% | 4,650 | $176K |
| Assetmark, Inc. | 0.00% | Add +26.7% | 4,624 | $175K |
| Founders Financial Alliance, LLC | 0.04% | No change | 4,621 | $175K |
| Bank of Montreal | 0.00% | Add +17.5% | 4,525 | $171K |
| Center for Financial Planning, Inc. | 0.02% | No change | 4,340 | $164K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 4,330 | $164K |
| Creative Capital Management Investments LLC | 0.06% | Reduce -14.9% | 4,240 | $161K |
| Fortitude Family Office, LLC | 0.05% | No change | 3,885 | $147K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 3,823 | $145K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,758 | $142K |
| Capital Analysts, LLC | 0.01% | Reduce -4.0% | 3,755 | $142K |
| NorthRock Partners, LLC | 0.00% | Add +9.6% | 3,596 | $136K |
| Principal Securities, Inc. | 0.00% | No change | 2,774 | $115K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,680 | $101K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.9% | 2,580 | $98K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 2,380 | $90K |
| GAMMA Investing LLC | 0.01% | Add +64.2% | 2,354 | $89K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,300 | $87K |
| AE Wealth Management LLC | 0.00% | Reduce -0.8% | 2,263 | $86K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 2,189 | $83K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,000 | $76K |
| IFP Advisors, Inc | 0.00% | Add +7284.6% | 1,920 | $73K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,790 | $68K |
| Sandy Spring Bank | 0.00% | Add +66.5% | 1,732 | $66K |
| Sunbelt Securities, Inc. | 0.01% | Add +20.8% | 1,727 | $65K |
| Addison Advisors LLC | 0.02% | No change | 1,625 | $62K |
| Tidemark, LLC | 0.02% | No change | 1,480 | $56K |
| Ameriflex Group, Inc. | 0.02% | New | 1,426 | $54K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,380 | $52K |
| Milestone Investment Advisors LLC | 0.01% | No change | 1,313 | $50K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.1% | 1,250 | $47K |
| Geneos Wealth Management Inc. | 0.00% | Add +19.2% | 1,218 | $46K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,169 | $44K |
| Sachetta, LLC | 0.02% | Reduce -11.6% | 1,095 | $41K |
| Tsfg, LLC | 0.01% | No change | 1,020 | $39K |
| Private Trust Co. NA | 0.00% | No change | 995 | $38K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.0% | 976 | $37K |
| BlackRock, Inc. | 0.00% | New | 950 | $36K |
| Bokf, NA | 0.00% | Add +0.5% | 924 | $35K |
| Abound Wealth Management | 0.01% | Add +0.1% | 909 | $34K |
| Hoese & Co LLP | 0.03% | No change | 860 | $33K |
| Tucker Asset Management LLC | 0.01% | No change | 824 | $31K |
| Integrity Financial Corp | 0.02% | No change | 765 | $29K |
| NewEdge Advisors, LLC | 0.00% | No change | 758 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $28K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $27K |
| Continuum Advisory, LLC | 0.00% | Reduce -13.3% | 689 | $26K |
| Red Tortoise LLC | 0.01% | No change | 625 | $24K |
| Global Financial Private Client, LLC | 0.01% | No change | 570 | $22K |
| Perkins Coie Trust Co | 0.00% | No change | 525 | $20K |
| Allworth Financial LP | 0.00% | Reduce -47.0% | 501 | $18K |
| Clearstead Advisors, LLC | 0.00% | No change | 477 | $18K |
| New Republic Capital, LLC | 0.01% | No change | 470 | $18K |
| North Capital, Inc. | 0.02% | — | 460 | $17K |
| Colonial Trust Co / SC | 0.00% | Reduce -20.2% | 459 | $17K |
| Aspect Partners, LLC | 0.01% | Add +2.9% | 432 | $16K |
| Howe & Rusling Inc. | 0.00% | Reduce -0.2% | 420 | $16K |
| Tortoise Investment Management, LLC | 0.00% | No change | 420 | $16K |
| Bristlecone Advisors, LLC | 0.00% | No change | 390 | $15K |
| Quadrant Capital Group LLC | 0.00% | No change | 390 | $15K |
| Dunhill Financial, LLC | 0.01% | Add +267.0% | 378 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 295 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 270 | $10K |
| Fairway Wealth LLC | 0.00% | New | 260 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 250 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 240 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 240 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 224 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 220 | $8K |
| Greenline Partners, LLC | 0.00% | No change | 205 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 205 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 185 | $7K |
| Rise Advisors, LLC | 0.00% | Reduce -15.2% | 168 | $6K |
| Heritage Wealth Advisors | 0.00% | No change | 160 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 153 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 140 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 114 | $4K |
| Blue Trust, Inc. | 0.00% | New | 110 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.3% | 108 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 105 | $4K |
| MCF Advisors LLC | 0.00% | No change | 95 | $4K |
| Toronto Dominion Bank | 0.00% | No change | 80 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -54.5% | 75 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 70 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 61 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 34 | $1K |
| Arlington Trust Co LLC | 0.00% | No change | 32 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 24 | $909 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 10 | $417 |
| Bare Financial Services, Inc | 0.00% | No change | 1 | $25 |
"% 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.