HoldingsChannel.com
Funds Holding AVEM

On this page, we present all of the funds holding AVEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVEM, with a link to that fund's top holdings. The next columns indicate the amount of AVEM stock held by each of the funds holding AVEM, followed by the AVEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 163 funds holding AVEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wipfli Financial Advisors LLC. For more details on the positions held by Wipfli Financial Advisors LLC (or by any of the other funds holding AVEM), click the fund name in the "Holder" column of the funds-holding-AVEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wipfli Financial Advisors LLC2,292,793$119,294 06/30/2022
     AVEM2,292,793$119,294 06/30/2022
American Century Companies Inc.1,357,375$70,624 06/30/2022
     AVEM1,357,375$70,624 06/30/2022
Pure Financial Advisors Inc.1,369,303$62,892 09/30/2022
     AVEM1,369,303$62,892 09/30/2022
Annex Advisory Services LLC694,372$36,128 06/30/2022
     AVEM694,372$36,128 06/30/2022
Foster & Motley Inc.605,562$31,507 06/30/2022
     AVEM605,562$31,507 06/30/2022
Symmetry Partners LLC566,258$26,008 09/30/2022
     AVEM566,258$26,008 09/30/2022
Larson Financial Group LLC395,496$20,578 06/30/2022
     AVEM395,496$20,578 06/30/2022
Waypoint Wealth Partners Inc.369,729$19,237 06/30/2022
     AVEM369,729$19,237 06/30/2022
Versant Capital Management Inc338,174$17,595 06/30/2022
     AVEM338,174$17,595 06/30/2022
LPL Financial LLC325,825$16,953 06/30/2022
     AVEM325,825$16,953 06/30/2022
Congress Wealth Management LLC DE 310,529$16,157 06/30/2022
     AVEM310,529$16,157 06/30/2022
Truepoint Inc.309,513$16,104 06/30/2022
     AVEM309,513$16,104 06/30/2022
Vista Wealth Management Group LLC315,511$15,848 06/30/2022
     AVEM315,511$15,848 06/30/2022
JNBA Financial Advisors285,198$14,839 06/30/2022
     AVEM285,198$14,839 06/30/2022
PrairieView Partners LLC240,662$12,522 06/30/2022
     AVEM240,662$12,522 06/30/2022
Beaird Harris Wealth Management LLC234,235$12,187 06/30/2022
     AVEM234,235$12,187 06/30/2022
HighTower Advisors LLC227,278$11,831 06/30/2022
     AVEM227,278$11,831 06/30/2022
Quantum Financial Advisors LLC219,764$11,566 06/30/2022
     AVEM219,764$11,566 06/30/2022
First Republic Investment Management Inc.213,924$11,130 06/30/2022
     AVEM213,924$11,130 06/30/2022
Warren Averett Asset Management LLC204,969$10,665 06/30/2022
     AVEM204,969$10,665 06/30/2022
OLD Mission Capital LLC186,315$9,694 06/30/2022
     AVEM186,315$9,694 06/30/2022
Morgan Stanley182,259$9,483 06/30/2022
     AVEM182,259$9,483 06/30/2022
Waypoint Capital Advisors LLC176,083$9,162 06/30/2022
     AVEM176,083$9,162 06/30/2022
Websterrogers Financial Advisors LLC166,172$8,646 06/30/2022
     AVEM166,172$8,646 06/30/2022
Cpwm LLC165,797$8,626 06/30/2022
     AVEM165,797$8,626 06/30/2022
Plancorp LLC164,611$8,565 06/30/2022
     AVEM164,611$8,565 06/30/2022
Concord Wealth Partners163,036$8,483 06/30/2022
     AVEM163,036$8,483 06/30/2022
Avestar Capital LLC160,773$8,365 06/30/2022
     AVEM160,773$8,365 06/30/2022
Northwestern Mutual Wealth Management Co.157,479$8,193 06/30/2022
     AVEM157,479$8,193 06/30/2022
Opus Capital Group LLC136,556$7,105 06/30/2022
     AVEM136,556$7,105 06/30/2022
Highland Financial Advisors LLC134,935$7,021 06/30/2022
     AVEM134,935$7,021 06/30/2022
WJ Interests LLC133,277$6,934 06/30/2022
     AVEM133,277$6,934 06/30/2022
Greenup Street Wealth Management LLC131,497$6,842 06/30/2022
     AVEM131,497$6,842 06/30/2022
AWM Capital LLC126,446$6,579 06/30/2022
     AVEM126,446$6,579 06/30/2022
Royal Bank of Canada124,932$6,500 06/30/2022
     AVEM124,932$6,500 06/30/2022
TCI Wealth Advisors Inc.123,953$6,449 06/30/2022
     AVEM123,953$6,449 06/30/2022
Henrickson Nauta Wealth Advisors Inc.109,325$5,688 06/30/2022
     AVEM109,325$5,688 06/30/2022
Kavar Capital Partners Group LLC93,128$4,845 06/30/2022
     AVEM93,128$4,845 06/30/2022
WMS Partners LLC91,357$4,753 06/30/2022
     AVEM91,357$4,753 06/30/2022
EP Wealth Advisors LLC88,081$4,583 06/30/2022
     AVEM88,081$4,583 06/30/2022
SC&H Financial Advisors Inc.87,705$4,563 06/30/2022
     AVEM87,705$4,563 06/30/2022
Dynamic Advisor Solutions LLC80,406$4,184 06/30/2022
     AVEM80,406$4,184 06/30/2022
Commonwealth Equity Services LLC79,758$4,149 06/30/2022
     AVEM79,758$4,149 06/30/2022
Collective Family Office LLC78,063$4,062 06/30/2022
     AVEM78,063$4,062 06/30/2022
Envestnet Asset Management Inc.75,844$3,946 06/30/2022
     AVEM75,844$3,946 06/30/2022
Capasso Planning Partners LLC70,263$3,656 06/30/2022
     AVEM70,263$3,656 06/30/2022
Garrett Investment Advisors LLC69,545$3,618 06/30/2022
     AVEM69,545$3,618 06/30/2022
Great Point Wealth Advisors LLC62,604$3,257 06/30/2022
     AVEM62,604$3,257 06/30/2022
AdvisorNet Financial Inc70,575$3,242 09/30/2022
     AVEM70,575$3,242 09/30/2022
Buckingham Strategic Wealth LLC61,044$3,176 06/30/2022
     AVEM61,044$3,176 06/30/2022
Prosperity Planning Inc.45,960$3,146 06/30/2022
     AVEM45,960$3,146 06/30/2022
Carlson Capital Management60,255$3,135 06/30/2022
     AVEM60,255$3,135 06/30/2022
V Wealth Advisors LLC60,207$3,133 06/30/2022
     AVEM60,207$3,133 06/30/2022
SOL Capital Management CO59,849$3,114 06/30/2022
     AVEM59,849$3,114 06/30/2022
Silicon Hills Wealth Management LLC57,667$3,000 06/30/2022
     AVEM57,667$3,000 06/30/2022
Northwest Wealth Management LLC57,149$2,973 06/30/2022
     AVEM57,149$2,973 06/30/2022
Fortress Wealth Management Inc.56,284$2,928 06/30/2022
     AVEM56,284$2,928 06/30/2022
Grand Wealth Management LLC55,793$2,903 06/30/2022
     AVEM55,793$2,903 06/30/2022
Schwarz Dygos Wheeler Investment Advisors LLC54,692$2,846 06/30/2022
     AVEM54,692$2,846 06/30/2022
Waterfront Wealth Inc.49,897$2,596 06/30/2022
     AVEM49,897$2,596 06/30/2022
Susquehanna International Group LLP49,032$2,551 06/30/2022
     AVEM49,032$2,551 06/30/2022
Soundmark Wealth Management LLC46,977$2,444 06/30/2022
     AVEM46,977$2,444 06/30/2022
Hightower 6M Holding LLC46,708$2,430 06/30/2022
     AVEM46,708$2,430 06/30/2022
Sterneck Capital Management LLC45,684$2,377 06/30/2022
     AVEM45,684$2,377 06/30/2022
ERn Financial LLC43,312$2,254 06/30/2022
     AVEM43,312$2,254 06/30/2022
Allworth Financial LP42,529$2,213 06/30/2022
     AVEM42,529$2,213 06/30/2022
ARQ Wealth Advisors LLC41,340$2,151 06/30/2022
     AVEM41,340$2,151 06/30/2022
Wells Fargo & Company MN39,707$2,066 06/30/2022
     AVEM39,707$2,066 06/30/2022
Citadel Advisors LLC38,459$2,001 06/30/2022
     AVEM38,459$2,001 06/30/2022
Sage Rhino Capital LLC37,871$1,970 06/30/2022
     AVEM37,871$1,970 06/30/2022
Kingsview Wealth Management LLC34,790$1,810 06/30/2022
     AVEM34,790$1,810 06/30/2022
Strategic Blueprint LLC34,426$1,791 06/30/2022
     AVEM34,426$1,791 06/30/2022
Private Advisor Group LLC32,951$1,714 06/30/2022
     AVEM32,951$1,714 06/30/2022
Wedmont Private Capital36,983$1,699 09/30/2022
     AVEM36,983$1,699 09/30/2022
Chicago Partners Investment Group LLC31,991$1,661 06/30/2022
     AVEM31,991$1,661 06/30/2022
Brinker Capital Investments LLC30,320$1,578 06/30/2022
     AVEM30,320$1,578 06/30/2022
WorthPointe LLC30,148$1,569 06/30/2022
     AVEM30,148$1,569 06/30/2022
HB Wealth Management LLC29,030$1,510 06/30/2022
     AVEM29,030$1,510 06/30/2022
RVW Wealth LLC28,581$1,487 06/30/2022
     AVEM28,581$1,487 06/30/2022
Sentinel Pension Advisors Inc.26,339$1,370 06/30/2022
     AVEM26,339$1,370 06/30/2022
Perigon Wealth Management LLC26,121$1,359 06/30/2022
     AVEM26,121$1,359 06/30/2022
Renaissance Technologies LLC26,100$1,358 06/30/2022
     AVEM26,100$1,358 06/30/2022
IMA Wealth Inc.24,602$1,280 06/30/2022
     AVEM24,602$1,280 06/30/2022
Mraz Amerine & Associates Inc.24,169$1,258 06/30/2022
     AVEM24,169$1,258 06/30/2022
Raymond James Financial Services Advisors Inc.24,028$1,250 06/30/2022
     AVEM24,028$1,250 06/30/2022
Pathstone Family Office LLC22,158$1,153 06/30/2022
     AVEM22,158$1,153 06/30/2022
EverSource Wealth Advisors LLC21,486$1,118 06/30/2022
     AVEM21,486$1,118 06/30/2022
Cetera Advisors LLC21,463$1,117 06/30/2022
     AVEM21,463$1,117 06/30/2022
Greenspring Advisors LLC20,120$1,047 06/30/2022
     AVEM20,120$1,047 06/30/2022
Atria Investments LLC19,913$1,036 06/30/2022
     AVEM19,913$1,036 06/30/2022
Cardiff Park Advisors LLC19,891$1,035 06/30/2022
     AVEM19,891$1,035 06/30/2022
BCR Wealth Strategies LLC19,865$1,034 06/30/2022
     AVEM19,865$1,034 06/30/2022
Libra Wealth LLC19,430$1,011 06/30/2022
     AVEM19,430$1,011 06/30/2022
PCG Wealth Advisors LLC18,126$943 06/30/2022
     AVEM18,126$943 06/30/2022
Intelligent Financial Strategies17,168$893 06/30/2022
     AVEM17,168$893 06/30/2022
Park Avenue Securities LLC16,362$851 06/30/2022
     AVEM16,362$851 06/30/2022
Strategic Wealth Designers15,934$829 06/30/2022
     AVEM15,934$829 06/30/2022
Apella Capital LLC15,540$809 06/30/2022
     AVEM15,540$809 06/30/2022
WMG Financial Advisors LLC15,357$800 06/30/2022
     AVEM15,357$800 06/30/2022
Triad Financial Advisors Inc.14,974$779 06/30/2022
     AVEM14,974$779 06/30/2022
ML & R Wealth Management LLC14,799$770 06/30/2022
     AVEM14,799$770 06/30/2022
Altus Wealth Group LLC11,657$752 06/30/2022
     AVEM11,657$752 06/30/2022
Mercer Global Advisors Inc. ADV14,253$742 06/30/2022
     AVEM14,253$742 06/30/2022
14,080$733 06/30/2022
     AVEM14,080$733 06/30/2022
Cardinal Point Wealth Management Partners LLC13,850$721 06/30/2022
     AVEM13,850$721 06/30/2022
McLean Asset Management Corp13,783$698 06/30/2022
     AVEM13,783$698 06/30/2022
Tortoise Investment Management LLC13,399$697 06/30/2022
     AVEM13,399$697 06/30/2022
IAG Wealth Partners LLC13,065$680 06/30/2022
     AVEM13,065$680 06/30/2022
Sax Wealth Advisors LLC12,599$656 06/30/2022
     AVEM12,599$656 06/30/2022
Stone Point Wealth LLC12,389$645 06/30/2022
     AVEM12,389$645 06/30/2022
Ritter Daniher Financial Advisory LLC DE12,098$629 06/30/2022
     AVEM12,098$629 06/30/2022
Capital Performance Advisors LLP11,851$617 06/30/2022
     AVEM11,851$617 06/30/2022
B&D White Capital Company LLC11,815$614 06/30/2022
     AVEM11,815$614 06/30/2022
Kestra Private Wealth Services LLC10,706$557 06/30/2022
     AVEM10,706$557 06/30/2022
All Season Financial Advisors Inc.10,539$548 06/30/2022
     AVEM10,539$548 06/30/2022
Nwam LLC10,138$518 06/30/2022
     AVEM10,138$518 06/30/2022
Diversified Portfolios Inc.9,886$514 06/30/2022
     AVEM9,886$514 06/30/2022
Asset Dedication LLC9,630$491 06/30/2022
     AVEM9,630$491 06/30/2022
Level Financial Advisors Inc.9,265$482 06/30/2022
     AVEM9,265$482 06/30/2022
Timber Creek Capital Management LLC9,130$475 06/30/2022
     AVEM9,130$475 06/30/2022
Truadvice LLC8,796$456 06/30/2022
     AVEM8,796$456 06/30/2022
Advisor Partners LLC8,364$435 06/30/2022
     AVEM8,364$435 06/30/2022
Total Wealth Planning LLC7,852$409 06/30/2022
     AVEM7,852$409 06/30/2022
Buckingham Strategic Partners6,922$360 06/30/2022
     AVEM6,922$360 06/30/2022
Seaside Wealth Management Inc.6,936$360 06/30/2022
     AVEM6,936$360 06/30/2022
First National Bank Sioux Falls6,682$348 06/30/2022
     AVEM6,682$348 06/30/2022
Mutual Advisors LLC6,544$340 06/30/2022
     AVEM6,544$340 06/30/2022
Nations Financial Group Inc. IA ADV6,402$333 06/30/2022
     AVEM6,402$333 06/30/2022
Camden Capital LLC6,092$319 06/30/2022
     AVEM6,092$319 06/30/2022
Ten Capital Wealth Advisors LLC6,068$316 06/30/2022
     AVEM6,068$316 06/30/2022
RS Crum Inc.6,045$315 06/30/2022
     AVEM6,045$315 06/30/2022
Cambridge Investment Research Advisors Inc.5,977$311 06/30/2022
     AVEM5,977$311 06/30/2022
Abacus Planning Group Inc.5,889$306 06/30/2022
     AVEM5,889$306 06/30/2022
Merriman Wealth Management LLC5,617$292 06/30/2022
     AVEM5,617$292 06/30/2022
Advisory Services Network LLC5,374$280 06/30/2022
     AVEM5,374$280 06/30/2022
Krilogy Financial LLC6,070$279 09/30/2022
     AVEM6,070$279 09/30/2022
BOKF NA4,700$245 06/30/2022
     AVEM4,700$245 06/30/2022
Cowa LLC4,651$242 06/30/2022
     AVEM4,651$242 06/30/2022
Annapolis Financial Services LLC4,545$236 06/30/2022
     AVEM4,545$236 06/30/2022
KCS Wealth Advisory4,262$222 06/30/2022
     AVEM4,262$222 06/30/2022
Moisand Fitzgerald Tamayo LLC4,200$219 06/30/2022
     AVEM4,200$219 06/30/2022
Forum Financial Management LP4,184$218 06/30/2022
     AVEM4,184$218 06/30/2022
UBS Group AG4,060$211 06/30/2022
     AVEM4,060$211 06/30/2022
Bayshore Asset Management LLC4,048$211 06/30/2022
     AVEM4,048$211 06/30/2022
Morris Financial Concepts Inc.3,214$167 06/30/2022
     AVEM3,214$167 06/30/2022
JJJ Advisors Inc.2,241$116 06/30/2022
     AVEM2,241$116 06/30/2022
Baldrige Asset Management LLC2,131$111 06/30/2022
     AVEM2,131$111 06/30/2022
Global Trust Asset Management LLC2,311$106 09/30/2022
     AVEM2,311$106 09/30/2022
US Bancorp DE1,955$102 06/30/2022
     AVEM1,955$102 06/30/2022
Heritage Financial Services LLC1,426$74 06/30/2022
     AVEM1,426$74 06/30/2022
Private Trust Co. NA1,354$70 06/30/2022
     AVEM1,354$70 06/30/2022
Marquette Asset Management LLC1,353$62 09/30/2022
     AVEM1,353$62 09/30/2022
IFP Advisors Inc724$36 06/30/2022
     AVEM724$36 06/30/2022
CVA Family Office LLC585$30 06/30/2022
     AVEM585$30 06/30/2022
Apeiron RIA LLC56,015$29 06/30/2022
     AVEM56,015$29 06/30/2022
Advisor Group Holdings Inc.240$12 06/30/2022
     AVEM240$12 06/30/2022
Life Planning Partners Inc226$12 06/30/2022
     AVEM226$12 06/30/2022
Bank of America Corp DE192$10 06/30/2022
     AVEM192$10 06/30/2022
GPS Wealth Strategies Group LLC180$9 06/30/2022
     AVEM180$9 06/30/2022
Bessemer Group Inc.159$8 06/30/2022
     AVEM159$8 06/30/2022
Pacifica Partners Inc.80$4 06/30/2022
     AVEM80$4 06/30/2022
Harbour Investments Inc.23$1 06/30/2022
     AVEM23$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     AVEM0$0 06/30/2022
Key Financial Inc6$0 06/30/2022
     AVEM6$0 06/30/2022

See Summary: Institutional Holders of AVEM
See Details: Top 10 Hedge Funds Holding AVEM
Also See: AVEM Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree AVEM Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding AVEM | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.