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 347 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 Savant Capital LLC. For more details on the positions held by Savant Capital 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
Savant Capital LLC12,270,330$691,924 12/31/2023
     AVEM12,270,330$691,924 12/31/2023
Envestnet Asset Management Inc.6,695,200$377,542 12/31/2023
     AVEM6,695,200$377,542 12/31/2023
Mercer Global Advisors Inc. ADV6,071,731$342,385 12/31/2023
     AVEM6,071,731$342,385 12/31/2023
Morgan Stanley2,544,046$143,459 12/31/2023
     AVEM2,544,046$143,459 12/31/2023
Annex Advisory Services LLC2,309,443$133,855 03/31/2024
     AVEM2,309,443$133,855 03/31/2024
Haverford Trust Co.2,194,665$123,757 12/31/2023
     AVEM2,194,665$123,757 12/31/2023
Cerity Partners LLC1,617,432$91,207 12/31/2023
     AVEM1,617,432$91,207 12/31/2023
Pure Financial Advisors Inc.1,519,459$88,068 03/31/2024
     AVEM1,519,459$88,068 03/31/2024
American Century Companies Inc.1,516,811$85,533 12/31/2023
     AVEM1,516,811$85,533 12/31/2023
Creative Planning1,485,825$83,786 12/31/2023
     AVEM1,485,825$83,786 12/31/2023
Northwestern Mutual Wealth Management Co.1,436,987$81,031 12/31/2023
     AVEM1,436,987$81,031 12/31/2023
HighTower Advisors LLC1,383,057$77,987 12/31/2023
     AVEM1,383,057$77,987 12/31/2023
Congress Wealth Management LLC DE 1,141,702$66,173 03/31/2024
     AVEM1,141,702$66,173 03/31/2024
Wells Fargo & Company MN992,458$55,965 12/31/2023
     AVEM992,458$55,965 12/31/2023
WMS Partners LLC959,697$54,117 12/31/2023
     AVEM959,697$54,117 12/31/2023
LPL Financial LLC838,557$47,286 12/31/2023
     AVEM838,557$47,286 12/31/2023
CI Private Wealth LLC836,217$47,154 12/31/2023
     AVEM836,217$47,154 12/31/2023
Vista Wealth Management Group LLC753,882$42,511 12/31/2023
     AVEM753,882$42,511 12/31/2023
Summit Financial Strategies Inc.683,615$38,549 12/31/2023
     AVEM683,615$38,549 12/31/2023
Beaird Harris Wealth Management LLC651,987$36,766 12/31/2023
     AVEM651,987$36,766 12/31/2023
Gradient Investments LLC619,310$34,923 12/31/2023
     AVEM619,310$34,923 12/31/2023
Larson Financial Group LLC599,281$33,793 12/31/2023
     AVEM599,281$33,793 12/31/2023
Foster & Motley Inc.562,410$32,597 03/31/2024
     AVEM562,410$32,597 03/31/2024
Citadel Advisors LLC $31,837 12/31/2023
     AVEM565,780$31,904 12/31/2023
     Put1,300$73 12/31/2023
     Call100$6 12/31/2023
Atwood & Palmer Inc.544,248$31,545 03/31/2024
     AVEM544,248$31,545 03/31/2024
Tarbox Family Office Inc.525,789$30,475 03/31/2024
     AVEM525,789$30,475 03/31/2024
Neuberger Berman Group LLC486,139$27,413 12/31/2023
     AVEM486,139$27,413 12/31/2023
Truepoint Inc.476,824$26,888 12/31/2023
     AVEM476,824$26,888 12/31/2023
Jane Street Group LLC475,943$26,838 12/31/2023
     AVEM475,943$26,838 12/31/2023
TCG Advisory Services LLC459,880$25,933 12/31/2023
     AVEM459,880$25,933 12/31/2023
Waddell & Associates LLC454,293$25,618 12/31/2023
     AVEM454,293$25,618 12/31/2023
Waypoint Wealth Partners Inc.441,623$24,903 12/31/2023
     AVEM441,623$24,903 12/31/2023
Rockwood Wealth Management LLC436,574$24,618 12/31/2023
     AVEM436,574$24,618 12/31/2023
West Paces Advisors Inc.420,573$24,376 03/31/2024
     AVEM420,573$24,376 03/31/2024
Symmetry Partners LLC415,427$24,078 03/31/2024
     AVEM415,427$24,078 03/31/2024
JPMorgan Chase & Co.419,998$23,684 12/31/2023
     AVEM419,998$23,684 12/31/2023
Arlington Financial Advisors LLC404,141$23,424 03/31/2024
     AVEM404,141$23,424 03/31/2024
Great Valley Advisor Group Inc.414,166$23,355 12/31/2023
     AVEM414,166$23,355 12/31/2023
UBS Group AG410,449$23,145 12/31/2023
     AVEM410,449$23,145 12/31/2023
Royal Bank of Canada407,817$22,996 12/31/2023
     AVEM407,817$22,996 12/31/2023
Greenup Street Wealth Management LLC399,671$22,537 12/31/2023
     AVEM399,671$22,537 12/31/2023
OLD Mission Capital LLC391,466$22,075 12/31/2023
     AVEM391,466$22,075 12/31/2023
Versant Capital Management Inc351,185$20,355 03/31/2024
     AVEM351,185$20,355 03/31/2024
JNBA Financial Advisors338,927$19,112 12/31/2023
     AVEM338,927$19,112 12/31/2023
Ritter Daniher Financial Advisory LLC DE333,803$18,823 12/31/2023
     AVEM333,803$18,823 12/31/2023
Morton Brown Family Wealth LLC322,840$18,205 12/31/2023
     AVEM322,840$18,205 12/31/2023
PrairieView Partners LLC315,853$17,811 12/31/2023
     AVEM315,853$17,811 12/31/2023
Buckingham Strategic Wealth LLC309,619$17,459 12/31/2023
     AVEM309,619$17,459 12/31/2023
TCI Wealth Advisors Inc.306,408$17,278 12/31/2023
     AVEM306,408$17,278 12/31/2023
Bank of America Corp DE302,047$17,032 12/31/2023
     AVEM302,047$17,032 12/31/2023
Quantum Financial Advisors LLC279,195$15,744 12/31/2023
     AVEM279,195$15,744 12/31/2023
WJ Interests LLC261,746$15,171 03/31/2024
     AVEM261,746$15,171 03/31/2024
Kavar Capital Partners Group LLC265,752$14,986 12/31/2023
     AVEM265,752$14,986 12/31/2023
Fifth Third Bancorp257,707$14,532 12/31/2023
     AVEM257,707$14,532 12/31/2023
Waypoint Capital Advisors LLC250,620$14,132 12/31/2023
     AVEM250,620$14,132 12/31/2023
Apollon Wealth Management LLC238,063$13,424 12/31/2023
     AVEM238,063$13,424 12/31/2023
Amplius Wealth Advisors LLC220,372$12,773 03/31/2024
     AVEM220,372$12,773 03/31/2024
Concord Wealth Partners222,809$12,564 12/31/2023
     AVEM222,809$12,564 12/31/2023
SC&H Financial Advisors Inc.219,493$12,377 12/31/2023
     AVEM219,493$12,377 12/31/2023
Venturi Wealth Management LLC218,826$12,340 12/31/2023
     AVEM218,826$12,340 12/31/2023
Plancorp LLC215,833$12,171 12/31/2023
     AVEM215,833$12,171 12/31/2023
Berger Financial Group Inc209,716$12,155 03/31/2024
     AVEM209,716$12,155 03/31/2024
Park Avenue Securities LLC202,328$11,727 03/31/2024
     AVEM202,328$11,727 03/31/2024
Warren Averett Asset Management LLC206,233$11,629 12/31/2023
     AVEM206,233$11,629 12/31/2023
Garrett Investment Advisors LLC187,669$10,877 03/31/2024
     AVEM187,669$10,877 03/31/2024
Websterrogers Financial Advisors LLC191,596$10,804 12/31/2023
     AVEM191,596$10,804 12/31/2023
Hill Investment Group Partners LLC185,198$10,443 12/31/2023
     AVEM185,198$10,443 12/31/2023
Resources Investment Advisors LLC.184,632$10,411 12/31/2023
     AVEM184,632$10,411 12/31/2023
Commonwealth Equity Services LLC179,791$10,138 12/31/2023
     AVEM179,791$10,138 12/31/2023
JRM Investment Counsel LLC179,763$10,137 12/31/2023
     AVEM179,763$10,137 12/31/2023
Dynamic Advisor Solutions LLC172,586$10,003 03/31/2024
     AVEM172,586$10,003 03/31/2024
Flagstone Financial Management177,073$9,985 12/31/2023
     AVEM177,073$9,985 12/31/2023
Wealth Enhancement Advisory Services LLC171,373$9,933 03/31/2024
     AVEM171,373$9,933 03/31/2024
ERn Financial LLC171,371$9,933 03/31/2024
     AVEM171,371$9,933 03/31/2024
RWM Asset Management LLC170,944$9,908 03/31/2024
     AVEM170,944$9,908 03/31/2024
Aire Advisors LLC172,233$9,721 12/31/2023
     AVEM172,233$9,721 12/31/2023
Advisor Group Holdings Inc.171,086$9,648 12/31/2023
     AVEM171,086$9,648 12/31/2023
Diversified Portfolios Inc.170,267$9,601 12/31/2023
     AVEM170,267$9,601 12/31/2023
MML Investors Services LLC168,394$9,496 12/31/2023
     AVEM168,394$9,496 12/31/2023
Cardiff Park Advisors LLC167,043$9,420 12/31/2023
     AVEM167,043$9,420 12/31/2023
Foundations Investment Advisors LLC166,875$9,206 12/31/2023
     AVEM166,875$9,206 12/31/2023
Opus Capital Group LLC162,942$9,188 12/31/2023
     AVEM162,942$9,188 12/31/2023
Werba Rubin Papier Wealth Management160,228$9,035 12/31/2023
     AVEM160,228$9,035 12/31/2023
Allen Capital Group LLC152,094$8,815 03/31/2024
     AVEM152,094$8,815 03/31/2024
Northwest Wealth Management LLC152,943$8,624 12/31/2023
     AVEM152,943$8,624 12/31/2023
Visionary Horizons LLC143,251$8,244 03/31/2024
     AVEM143,251$8,244 03/31/2024
Grand Wealth Management LLC143,070$8,068 12/31/2023
     AVEM143,070$8,068 12/31/2023
WealthPLAN Partners LLC141,690$7,990 12/31/2023
     AVEM141,690$7,990 12/31/2023
Total Wealth Planning LLC137,295$7,958 03/31/2024
     AVEM137,295$7,958 03/31/2024
CWM LLC133,677$7,748 03/31/2024
     AVEM133,677$7,748 03/31/2024
Jones Financial Companies Lllp136,844$7,717 12/31/2023
     AVEM136,844$7,717 12/31/2023
Signet Financial Management LLC129,775$7,522 03/31/2024
     AVEM129,775$7,522 03/31/2024
Vantage Financial Partners Ltd. Inc.132,882$7,493 12/31/2023
     AVEM132,882$7,493 12/31/2023
Shotwell Rutter Baer Inc123,023$7,308 03/31/2024
     AVEM123,023$7,308 03/31/2024
Henrickson Nauta Wealth Advisors Inc.121,574$7,111 03/31/2024
     AVEM121,574$7,111 03/31/2024
Merit Financial Group LLC123,943$6,989 12/31/2023
     AVEM123,943$6,989 12/31/2023
Annapolis Financial Services LLC118,425$6,864 03/31/2024
     AVEM118,425$6,864 03/31/2024
Merriman Wealth Management LLC119,475$6,737 12/31/2023
     AVEM119,475$6,737 12/31/2023
Bridgewater Advisors Inc.115,770$6,528 12/31/2023
     AVEM115,770$6,528 12/31/2023
Prosperity Planning Inc.111,394$6,456 03/31/2024
     AVEM111,394$6,456 03/31/2024
Team Hewins LLC112,800$6,361 12/31/2023
     AVEM112,800$6,361 12/31/2023
Fragasso Group Inc.108,481$6,288 03/31/2024
     AVEM108,481$6,288 03/31/2024
Kelman Lazarov Inc.111,397$6,282 12/31/2023
     AVEM111,397$6,282 12/31/2023
WealthPlan Investment Management LLC110,212$6,215 12/31/2023
     AVEM110,212$6,215 12/31/2023
Equita Financial Network Inc.101,438$5,720 12/31/2023
     AVEM101,438$5,720 12/31/2023
Raymond James Financial Services Advisors Inc.99,797$5,628 12/31/2023
     AVEM99,797$5,628 12/31/2023
Capasso Planning Partners LLC98,032$5,528 12/31/2023
     AVEM98,032$5,528 12/31/2023
Wealth Management Partners LLC92,667$5,371 03/31/2024
     AVEM92,667$5,371 03/31/2024
Apella Capital LLC90,058$5,349 03/31/2024
     AVEM90,058$5,349 03/31/2024
AWM Capital LLC93,334$5,263 12/31/2023
     AVEM93,334$5,263 12/31/2023
Fonville Wealth Management LLC92,181$5,198 12/31/2023
     AVEM92,181$5,198 12/31/2023
SJS Investment Consulting Inc.88,467$5,128 03/31/2024
     AVEM88,467$5,128 03/31/2024
Red Lighthouse Investment Management LLC90,611$5,110 12/31/2023
     AVEM90,611$5,110 12/31/2023
Highland Financial Advisors LLC89,530$5,049 12/31/2023
     AVEM89,530$5,049 12/31/2023
Libra Wealth LLC88,364$4,983 12/31/2023
     AVEM88,364$4,983 12/31/2023
Pacific Life Fund Advisors LLC87,836$4,953 12/31/2023
     AVEM87,836$4,953 12/31/2023
Echo Wealth Management LLC87,603$4,853 12/31/2023
     AVEM87,603$4,853 12/31/2023
WCG Wealth Advisors LLC85,116$4,800 12/31/2023
     AVEM85,116$4,800 12/31/2023
Collective Family Office LLC81,153$4,704 03/31/2024
     AVEM81,153$4,704 03/31/2024
Trellis Wealth Advisors LLC79,338$4,474 12/31/2023
     AVEM79,338$4,474 12/31/2023
McLean Asset Management Corp74,589$4,431 03/31/2024
     AVEM74,589$4,431 03/31/2024
Great Point Wealth Advisors LLC78,466$4,425 12/31/2023
     AVEM78,466$4,425 12/31/2023
Schwarz Dygos Wheeler Investment Advisors LLC78,334$4,417 12/31/2023
     AVEM78,334$4,417 12/31/2023
Starfox Financial Services LLC77,009$4,343 12/31/2023
     AVEM77,009$4,343 12/31/2023
Fortress Wealth Management Inc.74,588$4,206 12/31/2023
     AVEM74,588$4,206 12/31/2023
Chicago Partners Investment Group LLC76,920$4,203 12/31/2023
     AVEM76,920$4,203 12/31/2023
WMG Financial Advisors LLC74,421$4,197 12/31/2023
     AVEM74,421$4,197 12/31/2023
First Ascent Asset Management LLC71,431$4,028 12/31/2023
     AVEM71,431$4,028 12/31/2023
Tortoise Investment Management LLC71,086$4,009 12/31/2023
     AVEM71,086$4,009 12/31/2023
SOL Capital Management CO70,396$3,970 12/31/2023
     AVEM70,396$3,970 12/31/2023
Dopkins Wealth Management LLC69,959$3,945 12/31/2023
     AVEM69,959$3,945 12/31/2023
Carlson Capital Management67,545$3,915 03/31/2024
     AVEM67,545$3,915 03/31/2024
Financial Futures Ltd Liability Co.68,244$3,848 12/31/2023
     AVEM68,244$3,848 12/31/2023
EnRich Financial Partners LLC67,895$3,829 12/31/2023
     AVEM67,895$3,829 12/31/2023
ORBA Wealth Advisors L.L.C.62,992$3,552 12/31/2023
     AVEM62,992$3,552 12/31/2023
EP Wealth Advisors LLC62,568$3,528 12/31/2023
     AVEM62,568$3,528 12/31/2023
LexAurum Advisors LLC58,571$3,395 03/31/2024
     AVEM58,571$3,395 03/31/2024
Objectivity Squared LLC57,743$3,377 03/31/2024
     AVEM57,743$3,377 03/31/2024
Certified Advisory Corp59,776$3,371 12/31/2023
     AVEM59,776$3,371 12/31/2023
Cherry Tree Wealth Management LLC59,470$3,354 12/31/2023
     AVEM59,470$3,354 12/31/2023
AlphaQ Advisors LLC59,393$3,349 12/31/2023
     AVEM59,393$3,349 12/31/2023
Trilogy Capital Inc.57,344$3,324 03/31/2024
     AVEM57,344$3,324 03/31/2024
REDW Wealth LLC58,693$3,310 12/31/2023
     AVEM58,693$3,310 12/31/2023
CoreFirst Bank & Trust56,626$3,193 12/31/2023
     AVEM56,626$3,193 12/31/2023
Mariner LLC55,501$3,130 12/31/2023
     AVEM55,501$3,130 12/31/2023
ZRC Wealth Management LLC58,876$3,108 12/31/2023
     AVEM58,876$3,108 12/31/2023
Ausdal Financial Partners Inc.53,274$3,088 03/31/2024
     AVEM53,274$3,088 03/31/2024
Apeiron RIA LLC52,752$3,058 03/31/2024
     AVEM52,752$3,058 03/31/2024
ARQ Wealth Advisors LLC54,086$3,050 12/31/2023
     AVEM54,086$3,050 12/31/2023
Financial Symmetry Inc53,887$3,039 12/31/2023
     AVEM53,887$3,039 12/31/2023
IAG Wealth Partners LLC53,276$3,004 12/31/2023
     AVEM53,276$3,004 12/31/2023
Brown Financial Advisory51,130$2,883 12/31/2023
     AVEM51,130$2,883 12/31/2023
Cypress Point Wealth Management LLC51,012$2,877 12/31/2023
     AVEM51,012$2,877 12/31/2023
Level Financial Advisors Inc.51,028$2,877 12/31/2023
     AVEM51,028$2,877 12/31/2023
Signature Resources Capital Management LLC50,470$2,846 03/31/2024
     AVEM50,470$2,846 03/31/2024
Prosperity Consulting Group LLC49,200$2,774 12/31/2023
     AVEM49,200$2,774 12/31/2023
ShoreHaven Wealth Partners LLC48,927$2,759 12/31/2023
     AVEM48,927$2,759 12/31/2023
WorthPointe LLC48,432$2,731 12/31/2023
     AVEM48,432$2,731 12/31/2023
Wedmont Private Capital45,720$2,716 03/31/2024
     AVEM45,720$2,716 03/31/2024
Perigon Wealth Management LLC47,358$2,671 12/31/2023
     AVEM47,358$2,671 12/31/2023
Strategic Blueprint LLC46,379$2,615 12/31/2023
     AVEM46,379$2,615 12/31/2023
Waterfront Wealth Inc.44,483$2,508 12/31/2023
     AVEM44,483$2,508 12/31/2023
Ieq Capital LLC43,882$2,475 12/31/2023
     AVEM43,882$2,475 12/31/2023
Farther Finance Advisors LLC43,301$2,442 12/31/2023
     AVEM43,301$2,442 12/31/2023
Susquehanna International Group LLP42,808$2,414 12/31/2023
     AVEM42,808$2,414 12/31/2023
HTG Investment Advisors Inc.42,603$2,402 12/31/2023
     AVEM42,603$2,402 12/31/2023
Sentinel Pension Advisors Inc.41,787$2,356 12/31/2023
     AVEM41,787$2,356 12/31/2023
Transcendent Capital Group LLC40,803$2,301 12/31/2023
     AVEM40,803$2,301 12/31/2023
Stewardship Advisors LLC39,667$2,299 03/31/2024
     AVEM39,667$2,299 03/31/2024
Physician Wealth Solutions Inc.40,229$2,269 12/31/2023
     AVEM40,229$2,269 12/31/2023
Raymond James & Associates39,895$2,250 12/31/2023
     AVEM39,895$2,250 12/31/2023
Stifel Financial Corp39,391$2,221 12/31/2023
     AVEM39,391$2,221 12/31/2023
Intelligence Driven Advisers LLC38,003$2,073 12/31/2023
     AVEM38,003$2,073 12/31/2023
Bank of New York Mellon Corp35,091$1,979 12/31/2023
     AVEM35,091$1,979 12/31/2023
Buckingham Strategic Partners34,818$1,963 12/31/2023
     AVEM34,818$1,963 12/31/2023
Shore Point Advisors LLC34,750$1,960 12/31/2023
     AVEM34,750$1,960 12/31/2023
Sterneck Capital Management LLC34,654$1,954 12/31/2023
     AVEM34,654$1,954 12/31/2023
Flow Traders U.S. LLC34,309$1,935 12/31/2023
     AVEM34,309$1,935 12/31/2023
Armbruster Capital Management Inc.34,000$1,917 12/31/2023
     AVEM34,000$1,917 12/31/2023
Bridgeworth LLC33,959$1,915 12/31/2023
     AVEM33,959$1,915 12/31/2023
WealthCollab LLC33,842$1,908 12/31/2023
     AVEM33,842$1,908 12/31/2023
Private Wealth Management Group LLC33,704$1,901 12/31/2023
     AVEM33,704$1,901 12/31/2023
Cetera Advisor Networks LLC33,617$1,896 12/31/2023
     AVEM33,617$1,896 12/31/2023
Soundmark Wealth Management LLC32,510$1,884 03/31/2024
     AVEM32,510$1,884 03/31/2024
Private Advisor Group LLC33,325$1,879 12/31/2023
     AVEM33,325$1,879 12/31/2023
ML & R Wealth Management LLC33,285$1,877 12/31/2023
     AVEM33,285$1,877 12/31/2023
Allworth Financial LP32,691$1,843 12/31/2023
     AVEM32,691$1,843 12/31/2023
Cresset Asset Management LLC31,804$1,793 12/31/2023
     AVEM31,804$1,793 12/31/2023
CAP Partners LLC30,676$1,778 03/31/2024
     AVEM30,676$1,778 03/31/2024
Disciplina Capital Management LLC30,498$1,720 12/31/2023
     AVEM30,498$1,720 12/31/2023
Atria Investments LLC30,267$1,707 12/31/2023
     AVEM30,267$1,707 12/31/2023
Mraz Amerine & Associates Inc.27,940$1,576 12/31/2023
     AVEM27,940$1,576 12/31/2023
Gateway Wealth Partners LLC27,402$1,545 12/31/2023
     AVEM27,402$1,545 12/31/2023
Annandale Capital LLC27,360$1,543 12/31/2023
     AVEM27,360$1,543 12/31/2023
Asset Dedication LLC26,543$1,536 03/31/2024
     AVEM26,543$1,536 03/31/2024
Sprinkle Financial Consultants LLC26,699$1,506 12/31/2023
     AVEM26,699$1,506 12/31/2023
Grove Bank & Trust26,321$1,484 12/31/2023
     AVEM26,321$1,484 12/31/2023
IMA Wealth Inc.25,831$1,457 12/31/2023
     AVEM25,831$1,457 12/31/2023
Good Life Advisors LLC25,510$1,439 12/31/2023
     AVEM25,510$1,439 12/31/2023
True Wealth Design LLC25,395$1,432 12/31/2023
     AVEM25,395$1,432 12/31/2023
Stone Point Wealth LLC25,380$1,431 12/31/2023
     AVEM25,380$1,431 12/31/2023
Canvas Wealth Advisors LLC25,858$1,425 12/31/2023
     AVEM25,858$1,425 12/31/2023
TFB Advisors LLC24,977$1,408 12/31/2023
     AVEM24,977$1,408 12/31/2023
Evensky & Katz LLC23,449$1,359 03/31/2024
     AVEM23,449$1,359 03/31/2024
Clarity Capital Advisors LLC22,389$1,298 03/31/2024
     AVEM22,389$1,298 03/31/2024
RVW Wealth LLC22,364$1,296 03/31/2024
     AVEM22,364$1,296 03/31/2024
Sax Wealth Advisors LLC22,415$1,264 12/31/2023
     AVEM22,415$1,264 12/31/2023
Geneos Wealth Management Inc.21,610$1,219 12/31/2023
     AVEM21,610$1,219 12/31/2023
D Orazio & Associates Inc.21,529$1,214 12/31/2023
     AVEM21,529$1,214 12/31/2023
Quarry Hill Advisors LLC20,683$1,166 12/31/2023
     AVEM20,683$1,166 12/31/2023
HB Wealth Management LLC20,470$1,154 12/31/2023
     AVEM20,470$1,154 12/31/2023
Valmark Advisers Inc.20,180$1,138 12/31/2023
     AVEM20,180$1,138 12/31/2023
Seaside Wealth Management Inc.19,606$1,136 03/31/2024
     AVEM19,606$1,136 03/31/2024
Evoke Wealth LLC19,174$1,081 12/31/2023
     AVEM19,174$1,081 12/31/2023
All Season Financial Advisors Inc.17,870$1,036 03/31/2024
     AVEM17,870$1,036 03/31/2024
Sage Rhino Capital LLC18,336$1,034 12/31/2023
     AVEM18,336$1,034 12/31/2023
Forum Financial Management LP17,861$1,007 12/31/2023
     AVEM17,861$1,007 12/31/2023
Baird Financial Group Inc.17,261$973 12/31/2023
     AVEM17,261$973 12/31/2023
Trademark Financial Management LLC17,170$968 12/31/2023
     AVEM17,170$968 12/31/2023
Robertson Stephens Wealth Management LLC17,157$967 12/31/2023
     AVEM17,157$967 12/31/2023
Resource Planning Group16,775$946 12/31/2023
     AVEM16,775$946 12/31/2023
IFP Advisors Inc16,769$946 12/31/2023
     AVEM16,769$946 12/31/2023
BCR Wealth Strategies LLC16,705$941 12/31/2023
     AVEM16,705$941 12/31/2023
Apollon Financial LLC16,631$938 12/31/2023
     AVEM16,631$938 12/31/2023
EverSource Wealth Advisors LLC15,890$896 12/31/2023
     AVEM15,890$896 12/31/2023
Nwam LLC15,725$887 12/31/2023
     AVEM15,725$887 12/31/2023
Bayshore Asset Management LLC15,437$871 12/31/2023
     AVEM15,437$871 12/31/2023
Cetera Trust Company N.A15,357$866 12/31/2023
     AVEM15,357$866 12/31/2023
Stratos Wealth Partners LTD.14,849$861 03/31/2024
     AVEM14,849$861 03/31/2024
Lam Group Inc.14,750$855 03/31/2024
     AVEM14,750$855 03/31/2024
Wealthstream Advisors Inc.14,952$843 12/31/2023
     AVEM14,952$843 12/31/2023
Vannoy Advisory Group Inc.14,590$823 12/31/2023
     AVEM14,590$823 12/31/2023
Pathstone Holdings LLC14,345$809 12/31/2023
     AVEM14,345$809 12/31/2023
Wiley BROS. Aintree Capital LLC13,942$808 03/31/2024
     AVEM13,942$808 03/31/2024
Hoxton Planning & Management LLC13,833$802 03/31/2024
     AVEM13,833$802 03/31/2024
First Hawaiian Bank13,810$800 03/31/2024
     AVEM13,810$800 03/31/2024
BSW Wealth Partners14,028$791 12/31/2023
     AVEM14,028$791 12/31/2023
Comerica Bank13,750$775 12/31/2023
     AVEM13,750$775 12/31/2023
Tillman Hartley LLC13,549$764 12/31/2023
     AVEM13,549$764 12/31/2023
Jacobi Capital Management LLC13,200$744 12/31/2023
     AVEM13,200$744 12/31/2023
Morris Financial Concepts Inc.12,743$739 03/31/2024
     AVEM12,743$739 03/31/2024
Seed Wealth Management Inc.12,610$734 03/31/2024
     AVEM12,610$734 03/31/2024
Natixis Advisors L.P.13,031$734 12/31/2023
     AVEM13,031$734 12/31/2023
Envestnet Portfolio Solutions Inc.12,560$708 12/31/2023
     AVEM12,560$708 12/31/2023
PCG Wealth Advisors LLC12,514$706 12/31/2023
     AVEM12,514$706 12/31/2023
Orion Portfolio Solutions LLC12,418$688 12/31/2023
     AVEM12,418$688 12/31/2023
Valued Wealth Advisors LLC13,035$688 12/31/2023
     AVEM13,035$688 12/31/2023
Advisory Services Network LLC11,950$674 12/31/2023
     AVEM11,950$674 12/31/2023
Atlas Wealth LLC12,693$670 12/31/2023
     AVEM12,693$670 12/31/2023
Capital Performance Advisors LLP11,677$658 12/31/2023
     AVEM11,677$658 12/31/2023
Cambridge Investment Research Advisors Inc.11,436$645 12/31/2023
     AVEM11,436$645 12/31/2023
Atria Wealth Solutions Inc.11,151$629 12/31/2023
     AVEM11,151$629 12/31/2023
Creative Capital Management Investments LLC11,152$629 12/31/2023
     AVEM11,152$629 12/31/2023
Cardinal Point Capital Management ULC11,085$625 12/31/2023
     AVEM11,085$625 12/31/2023
Altus Wealth Group LLC11,024$622 12/31/2023
     AVEM11,024$622 12/31/2023
Orion Capital Management LLC10,928$616 12/31/2023
     AVEM10,928$616 12/31/2023
Eaton Cambridge Inc.10,669$602 12/31/2023
     AVEM10,669$602 12/31/2023
Verdence Capital Advisors LLC9,930$560 12/31/2023
     AVEM9,930$560 12/31/2023
Dixon Fnancial Services Inc.9,314$540 03/31/2024
     AVEM9,314$540 03/31/2024
Glenview Trust Co9,436$532 12/31/2023
     AVEM9,436$532 12/31/2023
Equitable Holdings Inc.9,237$521 12/31/2023
     AVEM9,237$521 12/31/2023
Private Capital Management LLC8,897$516 03/31/2024
     AVEM8,897$516 03/31/2024
Haverford Financial Services Inc.8,855$499 12/31/2023
     AVEM8,855$499 12/31/2023
Evanson Asset Management LLC8,507$493 03/31/2024
     AVEM8,507$493 03/31/2024
DBK Financial Counsel LLC8,505$493 03/31/2024
     AVEM8,505$493 03/31/2024
North Ridge Wealth Advisors Inc.8,580$484 12/31/2023
     AVEM8,580$484 12/31/2023
MB Generational Wealth LLC8,345$471 12/31/2023
     AVEM8,345$471 12/31/2023
Hilltop Holdings Inc.7,981$450 12/31/2023
     AVEM7,981$450 12/31/2023
Symphony Financial Ltd. Co.7,572$439 03/31/2024
     AVEM7,572$439 03/31/2024
Signature Securities Group Corporation7,426$430 03/31/2024
     AVEM7,426$430 03/31/2024
Abacus Planning Group Inc.7,390$428 03/31/2024
     AVEM7,390$428 03/31/2024
Kestra Advisory Services LLC7,299$412 12/31/2023
     AVEM7,299$412 12/31/2023
Wealthfront Advisers LLC7,252$409 12/31/2023
     AVEM7,252$409 12/31/2023
Lincoln National Corp7,032$397 12/31/2023
     AVEM7,032$397 12/31/2023
CAPROCK Group Inc.7,040$397 12/31/2023
     AVEM7,040$397 12/31/2023
Summit X LLC6,988$394 12/31/2023
     AVEM6,988$394 12/31/2023
Nations Financial Group Inc. IA ADV6,870$387 12/31/2023
     AVEM6,870$387 12/31/2023
Citizens & Northern Corp6,781$382 12/31/2023
     AVEM6,781$382 12/31/2023
B&D White Capital Company LLC6,466$365 12/31/2023
     AVEM6,466$365 12/31/2023
Mutual Advisors LLC6,448$364 12/31/2023
     AVEM6,448$364 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,448$364 12/31/2023
     AVEM6,448$364 12/31/2023
Lakeridge Wealth Management LLC6,456$364 12/31/2023
     AVEM6,456$364 12/31/2023
Aprio Wealth Management LLC6,253$362 03/31/2024
     AVEM6,253$362 03/31/2024
UMB Bank N A MO6,250$352 12/31/2023
     AVEM6,250$352 12/31/2023
Camden Capital LLC6,208$350 12/31/2023
     AVEM6,208$350 12/31/2023
The PNC Financial Services Group Inc.6,093$344 12/31/2023
     AVEM6,093$344 12/31/2023
CWA Asset Management Group LLC6,029$340 12/31/2023
     AVEM6,029$340 12/31/2023
First National Bank Sioux Falls5,750$333 03/31/2024
     AVEM5,750$333 03/31/2024
Lion Street Advisors LLC5,814$328 03/31/2024
     AVEM5,814$328 03/31/2024
USAdvisors Wealth Management LLC5,820$328 12/31/2023
     AVEM5,820$328 12/31/2023
Family Investment Center Inc.5,635$318 12/31/2023
     AVEM5,635$318 12/31/2023
Ruedi Wealth Management Inc.5,510$311 12/31/2023
     AVEM5,510$311 12/31/2023
Austin Asset Management Co Inc5,389$304 12/31/2023
     AVEM5,389$304 12/31/2023
Prudential Financial Inc.5,232$295 12/31/2023
     AVEM5,232$295 12/31/2023
ARK & TLK Investments LLC5,151$290 12/31/2023
     AVEM5,151$290 12/31/2023
Wealthsource Partners LLC4,985$281 12/31/2023
     AVEM4,985$281 12/31/2023
Hutchens & Kramer Investment Management Group LLC4,536$256 12/31/2023
     AVEM4,536$256 12/31/2023
Cornerstone Management Inc.4,445$251 12/31/2023
     AVEM4,445$251 12/31/2023
Moisand Fitzgerald Tamayo LLC4,200$243 03/31/2024
     AVEM4,200$243 03/31/2024
Lauterbach Financial Advisors LLC4,266$241 12/31/2023
     AVEM4,266$241 12/31/2023
Willow Creek Wealth Management Inc.4,118$232 12/31/2023
     AVEM4,118$232 12/31/2023
Beacon Pointe Advisors LLC4,027$227 12/31/2023
     AVEM4,027$227 12/31/2023
Encompass More Asset Management4,031$227 12/31/2023
     AVEM4,031$227 12/31/2023
Colony Group LLC3,736$211 12/31/2023
     AVEM3,736$211 12/31/2023
Vista Capital Partners Inc.3,710$209 12/31/2023
     AVEM3,710$209 12/31/2023
Collaborative Wealth Managment Inc.3,679$207 12/31/2023
     AVEM3,679$207 12/31/2023
Avion Wealth3,610$204 12/31/2023
     AVEM3,610$204 12/31/2023
GPS Wealth Strategies Group LLC3,047$172 12/31/2023
     AVEM3,047$172 12/31/2023
US Bancorp DE2,838$160 12/31/2023
     AVEM2,838$160 12/31/2023
Global Trust Asset Management LLC2,311$134 03/31/2024
     AVEM2,311$134 03/31/2024
Northwest Capital Management Inc2,002$116 03/31/2024
     AVEM2,002$116 03/31/2024
Steward Partners Investment Advisory LLC1,656$93 12/31/2023
     AVEM1,656$93 12/31/2023
Mather Group LLC.1,576$89 03/31/2024
     AVEM1,576$89 03/31/2024
Tanglewood Legacy Advisors LLC1,505$87 03/31/2024
     AVEM1,505$87 03/31/2024
Able Wealth Management LLC1,323$75 12/31/2023
     AVEM1,323$75 12/31/2023
Creative Financial Designs Inc. ADV1,046$59 12/31/2023
     AVEM1,046$59 12/31/2023
First Horizon Advisors Inc.954$54 12/31/2023
     AVEM954$54 12/31/2023
Private Trust Co. NA850$48 12/31/2023
     AVEM850$48 12/31/2023
Westside Investment Management Inc.840$47 12/31/2023
     AVEM840$47 12/31/2023
Clarity Asset Management Inc.661$37 12/31/2023
     AVEM661$37 12/31/2023
Ronald Blue Trust Inc.647$34 12/31/2023
     AVEM647$34 12/31/2023
Principal Securities Inc.545$31 12/31/2023
     AVEM545$31 12/31/2023
GWM Advisors LLC515$29 12/31/2023
     AVEM515$29 12/31/2023
WealthShield Partners LLC500$28 12/31/2023
     AVEM500$28 12/31/2023
TD Capital Management LLC441$25 12/31/2023
     AVEM441$25 12/31/2023
Rockbridge Investment Management LCC439$25 12/31/2023
     AVEM439$25 12/31/2023
Tandem Wealth Advisors LLC435$25 12/31/2023
     AVEM435$25 12/31/2023
CVA Family Office LLC350$20 03/31/2024
     AVEM350$20 03/31/2024
Life Planning Partners Inc335$19 12/31/2023
     AVEM335$19 12/31/2023
Financial Advisory Service Inc.288$16 12/31/2023
     AVEM288$16 12/31/2023
Timber Creek Capital Management LLC226$13 03/31/2024
     AVEM226$13 03/31/2024
Carmichael Hill & Associates Inc.205$12 12/31/2023
     AVEM205$12 12/31/2023
Tidemark LLC219$12 12/31/2023
     AVEM219$12 12/31/2023
SRS Capital Advisors Inc.198$11 12/31/2023
     AVEM198$11 12/31/2023
Intelligent Financial Strategies195$11 12/31/2023
     AVEM195$11 12/31/2023
Parkside Financial Bank & Trust152$9 12/31/2023
     AVEM152$9 12/31/2023
Pacifica Partners Inc.64$4 03/31/2024
     AVEM64$4 03/31/2024
Nemes Rush Group LLC74$4 12/31/2023
     AVEM74$4 12/31/2023
BOKF NA51$3 12/31/2023
     AVEM51$3 12/31/2023
Elevate Wealth Advisory Inc.36$2 12/31/2023
     AVEM36$2 12/31/2023
Addison Advisors LLC9$1 12/31/2023
     AVEM9$1 12/31/2023
ICA Group Wealth Management LLC19$1 12/31/2023
     AVEM19$1 12/31/2023
American Capital Advisory LLC15$1 12/31/2023
     AVEM15$1 12/31/2023
FMR LLC6$0 12/31/2023
     AVEM6$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     AVEM0$0 12/31/2023
Bank of Montreal Can2$0 12/31/2023
     AVEM2$0 12/31/2023
Nomura Asset Management Co. Ltd.0$0 12/31/2023
     AVEM0$0 12/31/2023
Key Financial Inc6$0 12/31/2023
     AVEM6$0 12/31/2023

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

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