Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q3 2025 (September 30)293holders +9
29new positions
15sold out
1famous investor
$45.41avg. 13F price*
At the end of Q3 2025, 293 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 9 from Q2 2025. 29 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($114.6M), LPL Financial LLC ($55.3M) and Waverly Advisors, LLC ($52.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Inv Rafi US 1500 SM-Usd Inc.
- Filed as
- INVESCO EXCHANGE TRADED FD T (Q3 2025)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $13.3M |
| Exits | 15 | $5.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,731,348 shares bought and 954,916 shares sold, net +776,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| Bank of America Corp. | 0.01% | Add +0.9% | 2,522,075 | $114.6M |
| LPL Financial LLC | 0.02% | Add +5.1% | 1,217,245 | $55.3M |
| Waverly Advisors, LLC | 0.52% | Reduce -2.8% | 1,154,991 | $52.5M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 1,090,472 | $49.5M |
| Raymond James Financial Inc. | 0.02% | Add +0.1% | 1,035,830 | $47.0M |
| Cetera Investment Advisers | 0.05% | Add +129.1% | 971,342 | $44.1M |
| First Foundation Advisors | 1.35% | Reduce -13.4% | 805,201 | $36.6M |
| Arbor Investment Advisors, LLC | 4.47% | Reduce -13.7% | 775,675 | $35.2M |
| Royal Bank of Canada | 0.01% | Reduce -13.3% | 727,686 | $33.1M |
| Stonebridge Financial Group, LLC | 2.77% | Add +1.4% | 692,096 | $31.4M |
| Wells Fargo & Company | 0.01% | Reduce -2.1% | 672,426 | $30.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.9% | 489,691 | $22.2M |
| Invesco Ltd. | 0.00% | Add +29.1% | 456,331 | $20.7M |
| Wealthspire Retirement, LLC | 1.12% | Add +0.0% | 387,725 | $17.6M |
| Sanctuary Advisors, LLC | 0.08% | Add +617.5% | 295,982 | $13.4M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.5% | 292,792 | $13.3M |
| UBS Group AG | 0.00% | Reduce -42.6% | 290,454 | $13.2M |
| AlphaCore Capital LLC | 0.41% | Add +0.9% | 267,769 | $12.2M |
| Three Bridge Wealth Advisors, LLC | 3.13% | Add +8.5% | 267,437 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.6% | 256,915 | $11.7M |
| Captrust Financial Advisors | 0.02% | Reduce -1.8% | 250,363 | $11.4M |
| Johnson & White Wealth Management, LLC | 4.94% | Add +2.3% | 237,310 | $10.8M |
| Mariner, LLC | 0.01% | Reduce -1.3% | 234,662 | $10.7M |
| WCG Wealth Advisors LLC | 0.65% | Reduce -10.5% | 227,864 | $10.3M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +0.6% | 219,326 | $10.0M |
| Accredited Investors Inc. | 0.47% | Reduce -3.3% | 186,356 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | New | 174,246 | $7.9M |
| Regal Investment Advisors LLC | 0.51% | Add +1.9% | 170,909 | $7.8M |
| Arlington Financial Advisors, LLC | 1.10% | Reduce -0.2% | 164,230 | $7.5M |
| Equitable Holdings, Inc. | 0.05% | Add +9.4% | 157,948 | $7.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.1% | 148,544 | $6.7M |
| Verum Partners LLC | 1.41% | Reduce -0.5% | 145,650 | $6.6M |
| Creative Planning | 0.00% | Add +11.3% | 138,509 | $6.3M |
| AQR Capital Management | 0.00% | Add +1036.1% | 132,476 | $6.0M |
| Cornerstone Wealth Management, LLC | 0.33% | Reduce -1.1% | 130,487 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +164.7% | 128,893 | $5.9M |
| Perigon Wealth Management, LLC | 0.12% | Add +1.3% | 127,210 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.8% | 122,057 | $5.5M |
| Traction Financial Partners, LLC | 3.42% | Add +17.6% | 121,856 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -7.9% | 121,463 | $5.5M |
| Charles Schwab Trust Co | 0.36% | Reduce -2.1% | 117,511 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 115,056 | $5.2M |
| Albion Financial Group | 0.31% | No change | 112,200 | $5.1M |
| Focus Partners Wealth | 0.01% | Add +3.2% | 102,081 | $4.6M |
| Wealthspire Advisors, LLC | 0.02% | No change | 95,248 | $4.3M |
| Sound Stewardship, LLC | 1.70% | Reduce -0.3% | 77,848 | $3.5M |
| Legacy Private Trust Co. | 0.21% | Reduce -8.5% | 76,836 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.7% | 74,949 | $3.4M |
| WealthBridge Capital Management, LLC | 0.79% | Add +1.5% | 74,290 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.7% | 67,593 | $3.1M |
| FMR LLC | 0.00% | Add +36.4% | 57,330 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -5.4% | 56,514 | $2.6M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -1.7% | 56,272 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +37.4% | 54,112 | $2.4M |
| Modern Wealth Management, LLC | 0.05% | No change | 53,092 | $2.4M |
| Breakwater Capital Group | 0.35% | Add +1.1% | 52,128 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -3.9% | 51,576 | $2.3M |
| Clarius Group, LLC | 0.13% | No change | 48,438 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +53.5% | 48,280 | $2.2M |
| PFG Advisors | 0.09% | Reduce -1.8% | 47,510 | $2.2M |
| Eq Wealth Advisors, LLC | 1.40% | Reduce -1.7% | 46,798 | $2.1M |
| Boston Standard Wealth Management, LLC | 0.34% | Reduce -0.6% | 44,351 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +0.0% | 41,899 | $1.9M |
| Diversify Advisory Services, LLC | 0.06% | Add +1.8% | 41,889 | $1.9M |
| GSG Advisors LLC | 0.48% | Add +0.1% | 39,792 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +5.1% | 36,291 | $1.6M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -4.2% | 34,453 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +8.2% | 34,146 | $1.6M |
| Ieq Capital, LLC | 0.00% | Add +111.9% | 32,941 | $1.5M |
| US Bancorp \de | 0.00% | Add +7.6% | 32,869 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 32,734 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.9% | 31,861 | $1.4M |
| Resonant Capital Advisors, LLC | 0.08% | Reduce -5.0% | 31,821 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -11.0% | 31,160 | $1.4M |
| Whipplewood Advisors, LLC | 0.87% | Reduce -2.5% | 29,212 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -2.1% | 27,206 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +3.1% | 26,373 | $1.2M |
| Independent Advisor Alliance | 0.03% | No change | 25,941 | $1.2M |
| Brighton Jones LLC | 0.03% | Reduce -0.2% | 25,751 | $1.2M |
| New England Private Wealth Advisors LLC | 0.15% | Add +0.0% | 25,054 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -15.7% | 24,568 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.5% | 24,090 | $1.1M |
| Shakespeare Wealth Management, LLC | 0.24% | Reduce -1.6% | 23,608 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +42.0% | 23,086 | $1.0M |
| Institute for Wealth Management, LLC. | 0.11% | No change | 22,440 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +5.9% | 21,823 | $991K |
| KWB Wealth | 0.11% | Add +0.0% | 24,230 | $985K |
| OMNI 360 Wealth, Inc. | 0.53% | Add +0.7% | 20,890 | $949K |
| Benjamin Edwards Inc. | 0.01% | Add +9.5% | 20,335 | $924K |
| Scotia Capital Inc. | 0.00% | New | 20,113 | $914K |
| Smith Salley Wealth Management | 0.05% | No change | 20,070 | $912K |
| Pacific Center for Financial Services | 0.23% | Reduce -3.8% | 19,839 | $901K |
| Integrated Advisors Network LLC | 0.04% | Reduce -14.0% | 19,577 | $889K |
| Marquette Asset Management, LLC | 0.13% | Reduce -15.0% | 18,928 | $860K |
| Citigroup Inc. | 0.00% | Add +55.6% | 18,617 | $846K |
| Waddell & Associates, LLC | 0.07% | Reduce -1.1% | 18,518 | $841K |
| Parallel Advisors, LLC | 0.02% | No change | 18,400 | $836K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.1% | 18,017 | $818K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 17,975 | $816K |
| Quantinno Capital Management LP | 0.00% | Add +8.0% | 17,922 | $814K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 17,861 | $811K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.1% | 17,316 | $787K |
| Legacy Trust | 0.15% | New | 17,065 | $775K |
| MAI Capital Management | 0.00% | Add +6.4% | 16,563 | $752K |
| Northern Trust Corp. | 0.00% | Add +0.1% | 16,480 | $749K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 15,381 | $699K |
| Oxler Private Wealth LLC | 0.19% | Reduce -4.3% | 14,684 | $667K |
| Advance Capital Management, Inc. | 0.03% | Add +7.9% | 14,570 | $662K |
| Golden Bell Financial Planning LLC | 0.56% | Reduce -17.2% | 14,205 | $645K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.9% | 13,714 | $623K |
| Market Street Wealth Management Advisors LLC | 0.10% | No change | 13,552 | $616K |
| Harbour Capital Advisors, LLC | 0.13% | No change | 13,500 | $613K |
| Sterling Financial Planning, Inc. | 0.19% | Reduce -4.4% | 13,310 | $605K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.0% | 13,181 | $599K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 12,997 | $590K |
| RiverFront Investment Group, LLC | 0.01% | Add +55.2% | 12,379 | $562K |
| Western Wealth Management, LLC | 0.03% | Add +0.0% | 12,255 | $557K |
| Glenmede Investment Management, LP | 0.00% | No change | 12,200 | $554K |
| NewEdge Advisors, LLC | 0.00% | Add +1209.2% | 12,162 | $552K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -0.6% | 11,606 | $527K |
| Essex Financial Services, Inc. | 0.03% | Add +0.0% | 11,406 | $518K |
| Bragg Financial Advisors, Inc | 0.02% | Add +3.9% | 11,340 | $515K |
| Harbour Investment Management LLC | 0.22% | No change | 11,004 | $500K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 10,930 | $496K |
| EnRich Financial Partners LLC | 0.14% | No change | 10,903 | $495K |
| AIMZ Investment Advisors, LLC | 0.15% | No change | 10,500 | $477K |
| WealthShield Partners, LLC | 0.05% | Reduce -5.3% | 10,490 | $476K |
| Comerica Bank | 0.00% | Add +0.0% | 10,443 | $474K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 10,381 | $471K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -1.7% | 10,000 | $454K |
| First Hawaiian Bank | 0.06% | No change | 9,855 | $448K |
| Prairiewood Capital, LLC | 0.15% | Reduce -2.1% | 9,779 | $444K |
| Townsend Asset Management Corp. /NC/ | 0.15% | Add +0.1% | 9,488 | $431K |
| Atria Investments, Inc | 0.00% | New | 9,032 | $410K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 9,024 | $410K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 8,880 | $403K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 8,163 | $371K |
| Trilogy Capital Inc. | 0.02% | Add +1.1% | 8,064 | $366K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 7,905 | $359K |
| Snowden Capital Advisors LLC | 0.01% | Add +7.8% | 7,805 | $355K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -11.4% | 7,745 | $352K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 7,698 | $350K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,420 | $337K |
| GM Advisory Group, LLC | 0.01% | No change | 7,375 | $335K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -12.4% | 7,374 | $335K |
| CENTRAL TRUST Co | 0.01% | Add +5.8% | 7,356 | $334K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.0% | 7,329 | $333K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.4% | 7,252 | $329K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -2.9% | 7,161 | $325K |
| Colonial Trust Advisors | 0.03% | No change | 7,150 | $325K |
| Spire Wealth Management | 0.01% | Reduce -0.8% | 7,104 | $323K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 6,973 | $317K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,973 | $317K |
| Kovack Advisors, Inc. | 0.03% | New | 6,898 | $313K |
| Blair William & Co. | 0.00% | Add +0.1% | 6,872 | $312K |
| Fermata Advisors, LLC | 0.08% | Add +22.7% | 6,834 | $310K |
| Assetmark, Inc. | 0.00% | Add +15.2% | 6,805 | $309K |
| Mascoma Wealth Management LLC | 0.07% | No change | 6,800 | $309K |
| Lyell Wealth Management, LP | 0.02% | No change | 6,774 | $308K |
| Courier Capital LLC | 0.02% | No change | 6,750 | $307K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +3.9% | 6,715 | $305K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -1.6% | 6,699 | $304K |
| Financial Alternatives, Inc | 0.18% | Reduce -8.5% | 6,693 | $304K |
| PNC Financial Services Group, Inc. | 0.00% | Add +170.5% | 6,676 | $303K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -6.0% | 6,453 | $293K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,390 | $290K |
| Regions Financial Corp. | 0.00% | No change | 6,255 | $284K |
| Cwm, LLC | 0.00% | Reduce -20.7% | 6,080 | $276K |
| Principle Wealth Partners LLC | 0.02% | New | 6,000 | $273K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -18.5% | 5,987 | $272K |
| Evoke Wealth, LLC | 0.01% | No change | 5,960 | $271K |
| Sightline Wealth Advisors, LLC | 0.12% | Add +0.2% | 5,810 | $264K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,790 | $263K |
| Brown Advisory Inc. | 0.00% | No change | 5,720 | $260K |
| CoreCap Advisors, LLC | 0.01% | Add +9.6% | 5,720 | $260K |
| Empower Advisory Group, LLC | 0.00% | No change | 5,685 | $258K |
| Sheets Smith Wealth Management | 0.03% | No change | 5,670 | $258K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.8% | 5,553 | $252K |
| Bank of Montreal | 0.00% | No change | 5,493 | $249K |
| Carnegie Investment Counsel | 0.00% | No change | 5,485 | $249K |
| Merit Financial Group, LLC | 0.00% | No change | 5,390 | $245K |
| &partners | 0.00% | New | 5,354 | $243K |
| Sonora Investment Management Group, LLC | 0.02% | New | 5,325 | $242K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Reduce -0.0% | 5,175 | $235K |
| Intellus Advisors LLC | 0.03% | No change | 5,165 | $235K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 5,147 | $234K |
| Farther Finance Advisors, LLC | 0.00% | Add +226.9% | 5,146 | $234K |
| Vident Advisory, LLC | 0.00% | No change | 5,129 | $233K |
| Ancora Advisors LLC | 0.00% | No change | 5,100 | $232K |
| GenTrust, LLC | 0.01% | No change | 5,005 | $227K |
| Mather Group, Llc. | 0.00% | Reduce -12.4% | 4,993 | $227K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,961 | $225K |
| Capital Analysts, LLC | 0.01% | Add +30.1% | 4,885 | $222K |
| BlackRock, Inc. | 0.00% | Add +97.3% | 4,784 | $217K |
| HM Payson & Co. | 0.00% | No change | 4,725 | $215K |
| Vishria Bird Financial Group, LLC | 0.04% | New | 4,649 | $211K |
| Wedmont Private Capital | 0.01% | New | 4,631 | $210K |
| Founders Financial Alliance, LLC | 0.04% | Add +17.1% | 4,625 | $210K |
| Solitude Financial Services | 0.07% | New | 4,550 | $207K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,532 | $206K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -14.3% | 4,535 | $206K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -14.3% | 4,525 | $206K |
| Park Avenue Securities LLC | 0.00% | New | 4,486 | $204K |
| Mascagni Wealth Management, Inc. | 0.16% | Reduce -19.6% | 4,472 | $203K |
| Index Fund Advisors, Inc. | 0.01% | New | 4,455 | $202K |
| IFP Advisors, Inc | 0.01% | Add +15.4% | 4,426 | $201K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,407 | $200K |
| Center for Financial Planning, Inc. | 0.02% | No change | 4,340 | $197K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 4,330 | $197K |
| Creative Capital Management Investments LLC | 0.06% | No change | 4,240 | $193K |
| Fortitude Family Office, LLC | 0.05% | No change | 3,885 | $176K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,758 | $171K |
| Root Financial Partners, LLC | 0.01% | New | 3,335 | $151K |
| RMG Wealth Management LLC | 0.02% | No change | 2,858 | $130K |
| Principal Securities, Inc. | 0.00% | Reduce -28.3% | 2,706 | $123K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,680 | $122K |
| AE Wealth Management LLC | 0.00% | Reduce -0.2% | 2,643 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.1% | 2,500 | $114K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 2,380 | $108K |
| GAMMA Investing LLC | 0.01% | No change | 2,354 | $107K |
| Allworth Financial LP | 0.00% | Add +360.9% | 2,309 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Add +25.4% | 2,255 | $102K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,000 | $91K |
| Smartleaf Asset Management LLC | 0.01% | Add +1612.0% | 1,849 | $84K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,790 | $81K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,732 | $79K |
| Sunbelt Securities, Inc. | 0.01% | Add +20.8% | 1,727 | $78K |
| Addison Advisors LLC | 0.02% | No change | 1,625 | $74K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,624 | $74K |
| Harbor Asset Planning, Inc. | 0.06% | Add +0.3% | 1,592 | $72K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.6% | 1,554 | $71K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.8% | 1,532 | $70K |
| Palisade Asset Management, LLC | 0.01% | New | 1,515 | $69K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,496 | $68K |
| Tidemark, LLC | 0.02% | No change | 1,480 | $67K |
| Private Trust Co. NA | 0.01% | No change | 1,323 | $60K |
| Milestone Investment Advisors LLC | 0.01% | No change | 1,313 | $60K |
| Blue Trust, Inc. | 0.00% | New | 1,168 | $53K |
| Sachetta, LLC | 0.02% | Add +0.2% | 1,100 | $50K |
| Alerus Financial NA | 0.00% | New | 1,095 | $50K |
| Tsfg, LLC | 0.01% | No change | 1,020 | $46K |
| Bokf, NA | 0.00% | No change | 919 | $42K |
| Abound Wealth Management | 0.01% | Add +0.3% | 914 | $41K |
| Hoese & Co LLP | 0.03% | No change | 860 | $39K |
| Integrity Financial Corp | 0.02% | No change | 765 | $35K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $34K |
| Howe & Rusling Inc. | 0.00% | Add +72.6% | 725 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $32K |
| Harbour Investments, Inc. | 0.00% | Add +6.8% | 632 | $29K |
| Red Tortoise LLC | 0.01% | No change | 625 | $28K |
| Perkins Coie Trust Co | 0.00% | No change | 525 | $24K |
| MCF Advisors LLC | 0.00% | Add +437.9% | 511 | $23K |
| Hantz Financial Services, Inc. | 0.00% | No change | 515 | $23K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 485 | $22K |
| New Republic Capital, LLC | 0.01% | No change | 470 | $21K |
| North Capital, Inc. | 0.02% | Add +0.2% | 461 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 420 | $19K |
| Tortoise Investment Management, LLC | 0.00% | No change | 420 | $19K |
| JPL Wealth Management, LLC | 0.00% | New | 415 | $19K |
| Clearstead Advisors, LLC | 0.00% | Reduce -16.0% | 400 | $18K |
| Quadrant Capital Group LLC | 0.00% | New | 390 | $18K |
| Dunhill Financial, LLC | 0.01% | No change | 378 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +22.0% | 360 | $16K |
| Colonial Trust Co / SC | 0.00% | No change | 331 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 320 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 250 | $11K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 242 | $11K |
| Crewe Advisors LLC | 0.00% | No change | 238 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 224 | $10K |
| Fairway Wealth LLC | 0.00% | No change | 225 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 240 | $10K |
| WPG Advisers, LLC | 0.01% | No change | 220 | $10K |
| Asset Dedication, LLC | 0.00% | No change | 185 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 183 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 177 | $8K |
| Rise Advisors, LLC | 0.00% | No change | 169 | $8K |
| Heritage Wealth Advisors | 0.00% | No change | 160 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 140 | $6K |
| Cornerstone Planning Group LLC | 0.00% | New | 140 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 128 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | New | 124 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.9% | 115 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $5K |
| McIlrath & Eck, LLC | 0.00% | New | 98 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 87 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 75 | $3K |
| Financial Connections Group, Inc. | 0.00% | No change | 85 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 61 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 32 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 24 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 12 | $545 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 10 | $417 |
| Bare Financial Services, Inc | 0.00% | No change | 1 | $30 |
"% 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.