HoldingsChannel.com
Funds Holding EFV
HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp19,052,289$951,281 12/31/2019
     EFV19,052,289$951,281 12/31/2019
US Bancorp DE5,605,438$279,882 12/31/2019
     EFV5,605,438$279,882 12/31/2019
Envestnet Asset Management Inc.4,482,850$223,829 12/31/2019
     EFV4,482,850$223,829 12/31/2019
Fiduciary Trust Co.4,207,579$210,085 12/31/2019
     EFV4,207,579$210,085 12/31/2019
Alliancebernstein L.P.3,845,122$191,987 12/31/2019
     EFV3,845,122$191,987 12/31/2019
FMR LLC3,762,806$187,877 12/31/2019
     EFV3,762,806$187,877 12/31/2019
Bank of America Corp DE3,065,335$153,053 12/31/2019
     EFV3,065,335$153,053 12/31/2019
PNC Financial Services Group Inc.3,012,705$150,426 12/31/2019
     EFV3,012,705$150,426 12/31/2019
Wells Fargo & Company MN2,294,539$114,566 12/31/2019
     EFV2,294,539$114,566 12/31/2019
Morningstar Investment Services LLC2,227,860$111,234 12/31/2019
     EFV2,227,860$111,234 12/31/2019
CLS Investments LLC1,659,336$82,851 12/31/2019
     EFV1,659,336$82,851 12/31/2019
UBS Group AG1,525,212$76,154 12/31/2019
     EFV1,525,212$76,154 12/31/2019
Diversified Trust Co1,397,212$69,763 12/31/2019
     EFV1,397,212$69,763 12/31/2019
Voya Investment Management LLC1,214,827$60,656 12/31/2019
     EFV1,214,827$60,656 12/31/2019
Mutual of America Capital Management LLC1,199,238$59,878 12/31/2019
     EFV1,199,238$59,878 12/31/2019
Sawtooth Solutions LLC1,152,310$57,535 12/31/2019
     EFV1,152,310$57,535 12/31/2019
Royal Bank of Canada1,141,414$56,990 12/31/2019
     EFV1,141,414$56,990 12/31/2019
Rinet Co LLC1,139,978$56,919 12/31/2019
     EFV1,139,978$56,919 12/31/2019
Morgan Stanley1,122,013$56,022 12/31/2019
     EFV1,122,013$56,022 12/31/2019
AE Wealth Management LLC1,121,412$55,992 12/31/2019
     EFV1,121,412$55,992 12/31/2019
Truist Financial Corp991,886$49,526 12/31/2019
     EFV991,886$49,526 12/31/2019
SCS Capital Management LLC819,657$40,925 12/31/2019
     EFV819,657$40,925 12/31/2019
Ameriprise Financial Inc.773,726$38,579 12/31/2019
     EFV773,726$38,579 12/31/2019
Tanglewood Wealth Management Inc.625,788$31,246 12/31/2019
     EFV625,788$31,246 12/31/2019
Fifth Third Bancorp534,914$26,708 12/31/2019
     EFV534,914$26,708 12/31/2019
Efficient Advisors LLC503,373$25,133 12/31/2019
     EFV503,373$25,133 12/31/2019
Alps Advisors Inc.480,884$24,011 12/31/2019
     EFV480,884$24,011 12/31/2019
JPMorgan Chase & Co.465,727$23,254 12/31/2019
     EFV465,727$23,254 12/31/2019
LPL Financial LLC455,318$22,734 12/31/2019
     EFV455,318$22,734 12/31/2019
American Century Companies Inc.451,567$22,547 12/31/2019
     EFV451,567$22,547 12/31/2019
NorthRock Partners LLC451,152$22,526 12/31/2019
     EFV451,152$22,526 12/31/2019
Northern Trust Corp441,044$22,021 12/31/2019
     EFV441,044$22,021 12/31/2019
PrairieView Partners LLC414,905$20,716 12/31/2019
     EFV414,905$20,716 12/31/2019
BlackRock Inc.367,601$18,354 12/31/2019
     EFV367,601$18,354 12/31/2019
Buckingham Asset Management LLC363,267$18,138 12/31/2019
     EFV363,267$18,138 12/31/2019
Independence Advisors LLC347,732$17,362 12/31/2019
     EFV347,732$17,362 12/31/2019
Northwestern Mutual Wealth Management Co.346,172$17,285 12/31/2019
     EFV346,172$17,285 12/31/2019
BOKF NA342,425$17,097 12/31/2019
     EFV342,425$17,097 12/31/2019
Park Avenue Securities LLC341,354$17,044 12/31/2019
     EFV341,354$17,044 12/31/2019
Symmetry Partners LLC346,788$16,427 12/31/2019
     EFV346,788$16,427 12/31/2019
Goldman Sachs Group Inc.312,116$15,584 12/31/2019
     EFV312,116$15,584 12/31/2019
Covenant Partners LLC306,366$15,297 12/31/2019
     EFV306,366$15,297 12/31/2019
Sage Advisory Services Ltd.Co.264,979$13,233 12/31/2019
     EFV264,979$13,233 12/31/2019
Hapanowicz & Associates Financial Services Inc259,600$12,957 12/31/2019
     EFV259,600$12,957 12/31/2019
Veritable L.P.241,949$12,081 12/31/2019
     EFV241,949$12,081 12/31/2019
Baker Avenue Asset Management LP240,985$12,032 12/31/2019
     EFV240,985$12,032 12/31/2019
Tiedemann Advisors LLC235,732$11,769 12/31/2019
     EFV235,732$11,769 12/31/2019
Relaxing Retirement Coach233,765$11,680 12/31/2019
     EFV233,765$11,680 12/31/2019
Financial Advisory Service Inc.228,344$11,401 12/31/2019
     EFV228,344$11,401 12/31/2019
Plancorp LLC227,868$11,377 12/31/2019
     EFV227,868$11,377 12/31/2019
MUFG Americas Holdings Corp218,833$10,926 12/31/2019
     EFV218,833$10,926 12/31/2019
Accredited Investors Inc.218,585$10,914 12/31/2019
     EFV218,585$10,914 12/31/2019
Greenleaf Trust213,492$10,660 12/31/2019
     EFV213,492$10,660 12/31/2019
Savant Capital LLC211,371$10,554 12/31/2019
     EFV211,371$10,554 12/31/2019
Carlson Capital Management207,918$10,381 12/31/2019
     EFV207,918$10,381 12/31/2019
Natixis Advisors L.P.198,627$9,917 12/31/2019
     EFV198,627$9,917 12/31/2019
Wilshire Associates Inc195,344$9,754 12/31/2019
     EFV195,344$9,754 12/31/2019
Interactive Financial Advisors184,386$9,206 12/31/2019
     EFV184,386$9,206 12/31/2019
Larson Financial Group LLC183,279$9,151 12/31/2019
     EFV183,279$9,151 12/31/2019
Commonwealth Equity Services LLC178,307$8,902 12/31/2019
     EFV178,307$8,902 12/31/2019
Susquehanna International Group LLP177,114$8,843 12/31/2019
     EFV177,114$8,843 12/31/2019
N.E.W. Advisory Services LLC173,273$8,643 12/31/2019
     EFV173,273$8,643 12/31/2019
PFS Investments Inc.172,212$8,599 12/31/2019
     EFV172,212$8,599 12/31/2019
Raymond James & Associates171,515$8,564 12/31/2019
     EFV171,515$8,564 12/31/2019
Jane Street Group LLC170,383$8,507 12/31/2019
     EFV170,383$8,507 12/31/2019
Waller Financial Planning Group Inc.167,146$8,346 12/31/2019
     EFV167,146$8,346 12/31/2019
MML Investors Services LLC165,292$8,253 12/31/2019
     EFV165,292$8,253 12/31/2019
Aspiriant LLC161,570$8,070 12/31/2019
     EFV161,570$8,070 12/31/2019
S. R. Schill & Associates156,261$7,802 12/31/2019
     EFV156,261$7,802 12/31/2019
FDx Advisors Inc.153,365$7,658 12/31/2019
     EFV153,365$7,658 12/31/2019
American Financial Advisors LLC161,107$7,614 12/31/2019
     EFV161,107$7,614 12/31/2019
Alesco Advisors LLC145,159$7,248 12/31/2019
     EFV145,159$7,248 12/31/2019
Parkside Financial Bank & Trust142,223$7,101 12/31/2019
     EFV142,223$7,101 12/31/2019
Parkside Advisors LLC140,252$7,003 12/31/2019
     EFV140,252$7,003 12/31/2019
Baird Financial Group Inc.133,159$6,649 12/31/2019
     EFV133,159$6,649 12/31/2019
Twin Capital Management Inc.129,860$6,484 12/31/2019
     EFV129,860$6,484 12/31/2019
Integrated Capital Management Inc.129,577$6,469 12/31/2019
     EFV129,577$6,469 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management127,740$6,378 12/31/2019
     EFV127,740$6,378 12/31/2019
Lutz Financial Services LLC125,375$6,260 12/31/2019
     EFV125,375$6,260 12/31/2019
Stifel Financial Corp124,020$6,164 12/31/2019
     EFV124,020$6,164 12/31/2019
Zhang Financial LLC123,359$6,160 12/31/2019
     EFV123,359$6,160 12/31/2019
Huntington National Bank123,120$6,148 12/31/2019
     EFV123,120$6,148 12/31/2019
Cranbrook Wealth Management LLC121,341$6,059 12/31/2019
     EFV121,341$6,059 12/31/2019
Cetera Investment Advisers120,418$6,010 12/31/2019
     EFV120,418$6,010 12/31/2019
Bank of New York Mellon Corp119,112$5,947 12/31/2019
     EFV119,112$5,947 12/31/2019
Wakefield Asset Management LLLP118,368$5,910 12/31/2019
     EFV118,368$5,910 12/31/2019
Virtue Capital Management LLC109,908$5,488 12/31/2019
     EFV109,908$5,488 12/31/2019
Raymond James Financial Services Advisors Inc.109,351$5,460 12/31/2019
     EFV109,351$5,460 12/31/2019
6 Meridian108,764$5,431 12/31/2019
     EFV108,764$5,431 12/31/2019
First American Trust FSB106,214$5,303 12/31/2019
     EFV106,214$5,303 12/31/2019
Nicholas Hoffman & Company LLC.104,735$5,229 12/31/2019
     EFV104,735$5,229 12/31/2019
Moneta Group Investment Advisors LLC104,286$5,207 12/31/2019
     EFV104,286$5,207 12/31/2019
Atria Investments LLC98,567$4,921 12/31/2019
     EFV98,567$4,921 12/31/2019
Cambridge Investment Research Advisors Inc.95,583$4,772 12/31/2019
     EFV95,583$4,772 12/31/2019
Warren Averett Asset Management LLC95,630$4,702 12/31/2019
     EFV95,630$4,702 12/31/2019
Northern Oak Wealth Management Inc.88,025$4,395 12/31/2019
     EFV88,025$4,395 12/31/2019
Mariner LLC81,710$4,080 12/31/2019
     EFV81,710$4,080 12/31/2019
Global Wealth Management Investment Advisory Inc.80,759$4,032 12/31/2019
     EFV80,759$4,032 12/31/2019
Managed Account Services Inc.77,470$3,873 12/31/2019
     EFV77,470$3,873 12/31/2019
Staley Capital Advisers Inc.77,350$3,862 12/31/2019
     EFV77,350$3,862 12/31/2019
Dubuque Bank & Trust Co.76,792$3,834 12/31/2019
     EFV76,792$3,834 12/31/2019
Citigroup Inc.76,468$3,818 12/31/2019
     EFV76,468$3,818 12/31/2019
Gilbert & Cook Inc.73,600$3,675 12/31/2019
     EFV73,600$3,675 12/31/2019
Girard Partners LTD.72,349$3,612 12/31/2019
     EFV72,349$3,612 12/31/2019
Thrivent Financial for Lutherans71,213$3,556 12/31/2019
     EFV71,213$3,556 12/31/2019
Voya Financial Advisors Inc.71,370$3,552 12/31/2019
     EFV71,370$3,552 12/31/2019
People s United Financial Inc.70,686$3,529 12/31/2019
     EFV70,686$3,529 12/31/2019
Glenmede Trust Co. NA69,524$3,470 12/31/2019
     EFV69,524$3,470 12/31/2019
Bank of Montreal Can68,810$3,436 12/31/2019
     EFV68,810$3,436 12/31/2019
Exencial Wealth Advisors LLC65,505$3,271 12/31/2019
     EFV65,505$3,271 12/31/2019
Pinnacle Financial Partners Inc.65,262$3,259 12/31/2019
     EFV65,262$3,259 12/31/2019
Stephens Inc. AR64,518$3,221 12/31/2019
     EFV64,518$3,221 12/31/2019
Advisory Alpha LLC61,389$3,068 12/31/2019
     EFV61,389$3,068 12/31/2019
Advisor Group Inc.60,912$3,043 12/31/2019
     EFV60,912$3,043 12/31/2019
Deseret Mutual Benefit Administrators60,000$2,996 12/31/2019
     EFV60,000$2,996 12/31/2019
SOL Capital Management CO58,880$2,940 12/31/2019
     EFV58,880$2,940 12/31/2019
Unison Advisors LLC58,419$2,917 12/31/2019
     EFV58,419$2,917 12/31/2019
Greenwood Capital Associates LLC57,788$2,887 12/31/2019
     EFV57,788$2,887 12/31/2019
Ladenburg Thalmann Financial Services Inc.63,843$2,819 12/31/2019
     EFV63,843$2,819 12/31/2019
United Asset Strategies Inc.56,361$2,814 12/31/2019
     EFV56,361$2,814 12/31/2019
Stearns Financial Services Group56,342$2,813 12/31/2019
     EFV56,342$2,813 12/31/2019
Clark Capital Management Group Inc.54,142$2,703 12/31/2019
     EFV54,142$2,703 12/31/2019
Freestone Capital Holdings LLC52,816$2,637 12/31/2019
     EFV52,816$2,637 12/31/2019
Schneider Downs Wealth Management Advisors LP48,555$2,424 12/31/2019
     EFV48,555$2,424 12/31/2019
BBVA USA Bancshares Inc.46,735$2,333 12/31/2019
     EFV46,735$2,333 12/31/2019
Commerce Bank45,436$2,269 12/31/2019
     EFV45,436$2,269 12/31/2019
Advisory Services Network LLC43,938$2,194 12/31/2019
     EFV43,938$2,194 12/31/2019
Parametric Portfolio Associates LLC43,717$2,183 12/31/2019
     EFV43,717$2,183 12/31/2019
Wealth Alliance43,554$2,175 12/31/2019
     EFV43,554$2,175 12/31/2019
Graves Light Private Wealth Management Inc.43,486$2,171 12/31/2019
     EFV43,486$2,171 12/31/2019
Northwest Wealth Management LLC42,568$2,125 12/31/2019
     EFV42,568$2,125 12/31/2019
AdvisorNet Financial Inc41,854$2,090 12/31/2019
     EFV41,854$2,090 12/31/2019
Hsbc Holdings PLC41,126$2,053 12/31/2019
     EFV41,126$2,053 12/31/2019
Atlas Capital Advisors LLC41,126$2,053 12/31/2019
     EFV41,126$2,053 12/31/2019
Magnus Financial Group LLC40,926$2,043 12/31/2019
     EFV40,926$2,043 12/31/2019
Sunbelt Securities Inc.40,508$2,023 12/31/2019
     EFV40,508$2,023 12/31/2019
Checchi Capital Advisers LLC40,312$2,013 12/31/2019
     EFV40,312$2,013 12/31/2019
180 Wealth Advisors LLC39,485$1,963 12/31/2019
     EFV39,485$1,963 12/31/2019
Lincoln National Corp38,487$1,922 12/31/2019
     EFV38,487$1,922 12/31/2019
Cambridge Associates LLC MA ADV38,433$1,919 12/31/2019
     EFV38,433$1,919 12/31/2019
RDA Financial Network53,279$1,902 03/31/2020
     EFV53,279$1,902 03/31/2020
GHP Investment Advisors Inc.37,459$1,870 12/31/2019
     EFV37,459$1,870 12/31/2019
Millennium Management LLC35,814$1,788 12/31/2019
     EFV35,814$1,788 12/31/2019
One Capital Management LLC35,267$1,761 12/31/2019
     EFV35,267$1,761 12/31/2019
Bessemer Group Inc.34,105$1,703 12/31/2019
     EFV34,105$1,703 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC33,871$1,691 12/31/2019
     EFV33,871$1,691 12/31/2019
Leith Wheeler Investment Counsel Ltd.33,370$1,666 12/31/2019
     EFV33,370$1,666 12/31/2019
Mycio Wealth Partners LLC33,292$1,662 12/31/2019
     EFV33,292$1,662 12/31/2019
Oppenheimer & Co. Inc.32,788$1,637 12/31/2019
     EFV32,788$1,637 12/31/2019
MA Private Wealth32,027$1,599 12/31/2019
     EFV32,027$1,599 12/31/2019
Wsfs Capital Management LLC31,373$1,566 12/31/2019
     EFV31,373$1,566 12/31/2019
Key Financial Inc30,763$1,536 12/31/2019
     EFV30,763$1,536 12/31/2019
IFP Advisors Inc30,409$1,528 12/31/2019
     EFV30,409$1,528 12/31/2019
United Capital Financial Advisers LLC30,519$1,524 12/31/2019
     EFV30,519$1,524 12/31/2019
Bingham Osborn & Scarborough LLC30,439$1,520 12/31/2019
     EFV30,439$1,520 12/31/2019
North Star Investment Management Corp.29,774$1,487 12/31/2019
     EFV29,774$1,487 12/31/2019
Wambolt & Associates LLC29,132$1,455 12/31/2019
     EFV29,132$1,455 12/31/2019
HC Financial Advisors Inc.28,722$1,434 12/31/2019
     EFV28,722$1,434 12/31/2019
Cascadia Advisory Services LLC28,326$1,414 12/31/2019
     EFV28,326$1,414 12/31/2019
Ullmann Financial Group Inc.27,922$1,394 12/31/2019
     EFV27,922$1,394 12/31/2019
Neumann Capital Management LLC27,035$1,350 12/31/2019
     EFV27,035$1,350 12/31/2019
TAP Consulting LLC27,020$1,349 12/31/2019
     EFV27,020$1,349 12/31/2019
Clear Creek Financial Management LLC26,056$1,293 12/31/2019
     EFV26,056$1,293 12/31/2019
Mercer Global Advisors Inc. ADV24,252$1,211 12/31/2019
     EFV24,252$1,211 12/31/2019
ETRADE Capital Management LLC23,329$1,165 12/31/2019
     EFV23,329$1,165 12/31/2019
Condor Capital Management23,198$1,158 12/31/2019
     EFV23,198$1,158 12/31/2019
EP Wealth Advisors LLC23,180$1,157 12/31/2019
     EFV23,180$1,157 12/31/2019
Well Done LLC23,151$1,156 12/31/2019
     EFV23,151$1,156 12/31/2019
TCF National Bank23,002$1,148 12/31/2019
     EFV23,002$1,148 12/31/2019
Allianz Asset Management GmbH22,960$1,146 12/31/2019
     EFV22,960$1,146 12/31/2019
Wealthcare Advisory Partners LLC21,657$1,081 12/31/2019
     EFV21,657$1,081 12/31/2019
Harbour Capital Advisors LLC21,216$1,059 12/31/2019
     EFV21,216$1,059 12/31/2019
Polaris Greystone Financial Group LLC21,006$1,050 12/31/2019
     EFV21,006$1,050 12/31/2019
Elm Partners Management LLC21,516$1,019 12/31/2019
     EFV21,516$1,019 12/31/2019
Colony Group LLC20,311$1,014 12/31/2019
     EFV20,311$1,014 12/31/2019
Quadrant Capital Management LLC20,135$1,005 12/31/2019
     EFV20,135$1,005 12/31/2019
Blair William & Co. IL19,499$974 12/31/2019
     EFV19,499$974 12/31/2019
Confluence Wealth Management LLC19,480$973 12/31/2019
     EFV19,480$973 12/31/2019
StrategIQ Financial Group LLC19,457$971 12/31/2019
     EFV19,457$971 12/31/2019
Cetera Advisor Networks LLC19,345$965 12/31/2019
     EFV19,345$965 12/31/2019
RPg Family Wealth Advisory LLC18,147$906 12/31/2019
     EFV18,147$906 12/31/2019
Acorn Financial Advisory Services Inc. ADV17,889$893 12/31/2019
     EFV17,889$893 12/31/2019
Kingsview Wealth Management LLC17,888$893 12/31/2019
     EFV17,888$893 12/31/2019
GFS Advisors LLC17,810$889 12/31/2019
     EFV17,810$889 12/31/2019
Financial Engines Advisors L.L.C.17,251$861 12/31/2019
     EFV17,251$861 12/31/2019
HighTower Advisors LLC16,465$822 12/31/2019
     EFV16,465$822 12/31/2019
9258 Wealth Management LLC16,145$806 12/31/2019
     EFV16,145$806 12/31/2019
Fragasso Group Inc.16,055$802 12/31/2019
     EFV16,055$802 12/31/2019
CIBC Private Wealth Group LLC15,785$788 12/31/2019
     EFV15,785$788 12/31/2019
BTC Capital Management Inc.15,055$752 12/31/2019
     EFV15,055$752 12/31/2019
First Ascent Asset Management LLC15,023$750 12/31/2019
     EFV15,023$750 12/31/2019
Palladium Partners LLC14,936$746 12/31/2019
     EFV14,936$746 12/31/2019
Keybank National Association OH14,447$721 12/31/2019
     EFV14,447$721 12/31/2019
Merriman Wealth Management LLC14,131$706 12/31/2019
     EFV14,131$706 12/31/2019
National Asset Management Inc.14,062$703 12/31/2019
     EFV14,062$703 12/31/2019
RNC Capital Management LLC14,050$702 12/31/2019
     EFV14,050$702 12/31/2019
Conning Inc.14,016$700 12/31/2019
     EFV14,016$700 12/31/2019
Dowling & Yahnke LLC13,927$695 12/31/2019
     EFV13,927$695 12/31/2019
Arete Wealth Advisors LLC13,912$695 12/31/2019
     EFV13,912$695 12/31/2019
MAI Capital Management13,666$682 12/31/2019
     EFV13,666$682 12/31/2019
Whittier Trust Co.13,200$659 12/31/2019
     EFV13,200$659 12/31/2019
PDS Planning Inc12,888$643 12/31/2019
     EFV12,888$643 12/31/2019
Pensionmark Financial Group LLC12,686$633 12/31/2019
     EFV12,686$633 12/31/2019
Tobias Financial Advisors Inc.12,505$624 12/31/2019
     EFV12,505$624 12/31/2019
South State Corp12,452$622 12/31/2019
     EFV12,452$622 12/31/2019
Neuberger Berman Group LLC12,417$620 12/31/2019
     EFV12,417$620 12/31/2019
Creative Planning12,153$607 12/31/2019
     EFV12,153$607 12/31/2019
Franklin Resources Inc.12,094$604 12/31/2019
     EFV12,094$604 12/31/2019
Avantax Advisory Services Inc.12,062$603 12/31/2019
     EFV12,062$603 12/31/2019
Goldstein Munger & Associates12,033$601 12/31/2019
     EFV12,033$601 12/31/2019
Segall Bryant & Hamill LLC11,981$596 12/31/2019
     EFV11,981$596 12/31/2019
Brown Advisory Inc.11,453$572 12/31/2019
     EFV11,453$572 12/31/2019
Wealthsource Partners LLC11,050$552 12/31/2019
     EFV11,050$552 12/31/2019
IFG Advisory LLC10,870$542 12/31/2019
     EFV10,870$542 12/31/2019
Cetera Advisors LLC11,065$541 12/31/2019
     EFV11,065$541 12/31/2019
Mission Wealth Management LP10,700$534 12/31/2019
     EFV10,700$534 12/31/2019
Two Sigma Securities LLC10,511$525 12/31/2019
     EFV10,511$525 12/31/2019
NewFocus Financial Group LLC10,460$522 12/31/2019
     EFV10,460$522 12/31/2019
Alerus Financial NA10,408$520 12/31/2019
     EFV10,408$520 12/31/2019
Jaffetilchin Investment Partners LLC10,097$504 12/31/2019
     EFV10,097$504 12/31/2019
Laurel Wealth Advisors Inc.10,094$504 12/31/2019
     EFV10,094$504 12/31/2019
City Holding Co.10,000$499 12/31/2019
     EFV10,000$499 12/31/2019
Orion Portfolio Solutions LLC9,930$496 12/31/2019
     EFV9,930$496 12/31/2019
Private Advisor Group LLC9,667$483 12/31/2019
     EFV9,667$483 12/31/2019
Ifrah Financial Services Inc.9,633$481 12/31/2019
     EFV9,633$481 12/31/2019
Sequoia Financial Advisors LLC9,514$475 12/31/2019
     EFV9,514$475 12/31/2019
CRA Financial Services LLC9,506$475 12/31/2019
     EFV9,506$475 12/31/2019
Evanson Asset Management LLC9,447$472 12/31/2019
     EFV9,447$472 12/31/2019
Pinnacle Bank9,454$472 12/31/2019
     EFV9,454$472 12/31/2019
First Republic Investment Management Inc.9,404$470 12/31/2019
     EFV9,404$470 12/31/2019
Honkamp Krueger Financial Services Inc.9,381$468 12/31/2019
     EFV9,381$468 12/31/2019
Prospera Financial Services Inc9,012$450 12/31/2019
     EFV9,012$450 12/31/2019
Autus Asset Management LLC8,813$440 12/31/2019
     EFV8,813$440 12/31/2019
Patriot Financial Group Insurance Agency LLC8,741$436 12/31/2019
     EFV8,741$436 12/31/2019
Oppenheimer Asset Management Inc.8,679$433 12/31/2019
     EFV8,679$433 12/31/2019
Wrapmanager Inc.8,518$425 12/31/2019
     EFV8,518$425 12/31/2019
Clearstead Advisors LLC8,100$404 12/31/2019
     EFV8,100$404 12/31/2019
Usca Ria LLC8,085$404 12/31/2019
     EFV8,085$404 12/31/2019
Assetmark Inc.8,024$401 12/31/2019
     EFV8,024$401 12/31/2019
Family Firm Inc.7,945$397 12/31/2019
     EFV7,945$397 12/31/2019
Efficient Wealth Management LLC7,900$394 12/31/2019
     EFV7,900$394 12/31/2019
BCS Wealth Management7,879$393 12/31/2019
     EFV7,879$393 12/31/2019
Koshinski Asset Management Inc.7,870$392 12/31/2019
     EFV7,870$392 12/31/2019
Beacon Pointe Advisors LLC7,856$391 12/31/2019
     EFV7,856$391 12/31/2019
Samalin Investment Counsel LLC7,714$385 12/31/2019
     EFV7,714$385 12/31/2019
Capital Analysts LLC7,682$384 12/31/2019
     EFV7,682$384 12/31/2019
Truewealth LLC7,398$369 12/31/2019
     EFV7,398$369 12/31/2019
Wedbush Securities Inc.7,278$363 12/31/2019
     EFV7,278$363 12/31/2019
TD Capital Management LLC7,067$353 12/31/2019
     EFV7,067$353 12/31/2019
Integrated Wealth Concepts LLC6,695$334 12/31/2019
     EFV6,695$334 12/31/2019
NEXT Financial Group Inc6,655$332 12/31/2019
     EFV6,655$332 12/31/2019
First Allied Advisory Services Inc.6,561$327 12/31/2019
     EFV6,561$327 12/31/2019
Janney Montgomery Scott LLC6,449$322 12/31/2019
     EFV6,449$322 12/31/2019
Middleton & Co Inc MA6,350$317 12/31/2019
     EFV6,350$317 12/31/2019
Signet Financial Management LLC6,340$317 12/31/2019
     EFV6,340$317 12/31/2019
Moisand Fitzgerald Tamayo LLC6,198$309 12/31/2019
     EFV6,198$309 12/31/2019
First Hawaiian Bank6,132$306 12/31/2019
     EFV6,132$306 12/31/2019
Principal Financial Group Inc.6,032$301 12/31/2019
     EFV6,032$301 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC8,430$300 03/31/2020
     EFV8,430$300 03/31/2020
Independent Advisor Alliance5,967$298 12/31/2019
     EFV5,967$298 12/31/2019
Wealth Architects LLC5,956$297 12/31/2019
     EFV5,956$297 12/31/2019
Wesbanco Bank Inc.5,930$296 12/31/2019
     EFV5,930$296 12/31/2019
Dixon Hubard Feinour & Brown Inc. VA5,844$292 12/31/2019
     EFV5,844$292 12/31/2019
CIBC World Markets Inc.5,793$289 12/31/2019
     EFV5,793$289 12/31/2019
Associated Banc Corp5,776$288 12/31/2019
     EFV5,776$288 12/31/2019
Dynamic Advisor Solutions LLC5,652$282 12/31/2019
     EFV5,652$282 12/31/2019
Capital Investment Advisory Services LLC5,520$276 12/31/2019
     EFV5,520$276 12/31/2019
Csenge Advisory Group5,266$263 12/31/2019
     EFV5,266$263 12/31/2019
Washington Trust Bank5,231$261 12/31/2019
     EFV5,231$261 12/31/2019
Captrust Financial Advisors5,173$261 12/31/2019
     EFV5,173$261 12/31/2019
AdvicePeriod LLC5,214$260 12/31/2019
     EFV5,214$260 12/31/2019
Drexel Morgan & Co.5,110$255 12/31/2019
     EFV5,110$255 12/31/2019
Tufton Capital Management5,082$253 12/31/2019
     EFV5,082$253 12/31/2019
Comerica Bank5,051$246 12/31/2019
     EFV5,051$246 12/31/2019
Lloyd Advisory Services LLC.4,783$239 12/31/2019
     EFV4,783$239 12/31/2019
Allworth Financial LP4,727$236 12/31/2019
     EFV4,727$236 12/31/2019
Patten Group Inc.4,707$235 12/31/2019
     EFV4,707$235 12/31/2019
Measured Wealth Private Client Group LLC4,678$234 12/31/2019
     EFV4,678$234 12/31/2019
Canandaigua National Bank & Trust Co.4,570$228 12/31/2019
     EFV4,570$228 12/31/2019
Leavell Investment Management Inc.4,355$217 12/31/2019
     EFV4,355$217 12/31/2019
Paulson Wealth Management Inc.4,280$214 12/31/2019
     EFV4,280$214 12/31/2019
Charles Schwab Trust Co4,192$209 12/31/2019
     EFV4,192$209 12/31/2019
Balasa Dinverno & Foltz LLC4,175$208 12/31/2019
     EFV4,175$208 12/31/2019
Financial Counselors Inc.4,048$202 12/31/2019
     EFV4,048$202 12/31/2019
Boston Private Wealth LLC4,010$200 12/31/2019
     EFV4,010$200 12/31/2019
CENTRAL TRUST Co3,610$180 12/31/2019
     EFV3,610$180 12/31/2019
Global Retirement Partners LLC3,610$180 12/31/2019
     EFV3,610$180 12/31/2019
FinTrust Capital Advisors LLC3,505$175 12/31/2019
     EFV3,505$175 12/31/2019
Squar Milner Financial Services LLC3,385$169 12/31/2019
     EFV3,385$169 12/31/2019
Punch & Associates Investment Management Inc.3,341$167 12/31/2019
     EFV3,341$167 12/31/2019
BDO Wealth Advisors LLC3,247$162 12/31/2019
     EFV3,247$162 12/31/2019
Ballast Advisors LLC3,009$150 12/31/2019
     EFV3,009$150 12/31/2019
Belpointe Asset Management LLC2,955$147 12/31/2019
     EFV2,955$147 12/31/2019
Clean Yield Group2,690$134 12/31/2019
     EFV2,690$134 12/31/2019
Brand Asset Management Group Inc.2,667$133 12/31/2019
     EFV2,667$133 12/31/2019
Ambassador Advisors LLC2,605$130 12/31/2019
     EFV2,605$130 12/31/2019
Asset Dedication LLC2,660$129 12/31/2019
     EFV2,660$129 12/31/2019
JNBA Financial Advisors2,517$126 12/31/2019
     EFV2,517$126 12/31/2019
First Interstate Bank2,347$117 12/31/2019
     EFV2,347$117 12/31/2019
Wealthcare Capital Management LLC2,309$115 12/31/2019
     EFV2,309$115 12/31/2019
Baldwin Brothers Inc. MA2,223$111 12/31/2019
     EFV2,223$111 12/31/2019
Proequities Inc.2,211$110 12/31/2019
     EFV2,211$110 12/31/2019
Rockefeller Capital Management L.P.2,087$104 12/31/2019
     EFV2,087$104 12/31/2019
Legacy Bridge LLC2,025$101 12/31/2019
     EFV2,025$101 12/31/2019
SYM FINANCIAL Corp1,985$99 12/31/2019
     EFV1,985$99 12/31/2019
Steward Partners Investment Advisory LLC1,970$98 12/31/2019
     EFV1,970$98 12/31/2019
Lakeview Capital Partners LLC1,621$81 12/31/2019
     EFV1,621$81 12/31/2019
LS Investment Advisors LLC1,433$72 12/31/2019
     EFV1,433$72 12/31/2019
D Orazio & Associates Inc.1,328$66 12/31/2019
     EFV1,328$66 12/31/2019
Sowa Financial Group Inc.1,314$66 12/31/2019
     EFV1,314$66 12/31/2019
Deutsche Bank AG1,130$55 12/31/2019
     EFV1,130$55 12/31/2019
Aptus Capital Advisors LLC1,108$55 12/31/2019
     EFV1,108$55 12/31/2019
TI Trust Inc.910$45 12/31/2019
     EFV910$45 12/31/2019
Parallel Advisors LLC886$44 12/31/2019
     EFV886$44 12/31/2019
EPG Wealth Management LLC798$40 12/31/2019
     EFV798$40 12/31/2019
CWM LLC684$34 12/31/2019
     EFV684$34 12/31/2019
Valeo Financial Advisors LLC690$34 12/31/2019
     EFV690$34 12/31/2019
TCI Wealth Advisors Inc.670$33 12/31/2019
     EFV670$33 12/31/2019
Lehman & Derafelo Financial Resources LLC647$32 12/31/2019
     EFV647$32 12/31/2019
Reilly Financial Advisors LLC602$30 12/31/2019
     EFV602$30 12/31/2019
Lenox Wealth Management Inc.594$30 12/31/2019
     EFV594$30 12/31/2019
Ironwood Financial llc606$30 12/31/2019
     EFV606$30 12/31/2019
Mcmillion Capital Management Inc.540$27 12/31/2019
     EFV540$27 12/31/2019
HighMark Wealth Management LLC542$27 12/31/2019
     EFV542$27 12/31/2019
Flagship Harbor Advisors LLC529$26 12/31/2019
     EFV529$26 12/31/2019
Creative Financial Designs Inc. ADV410$21 12/31/2019
     EFV410$21 12/31/2019
Institute for Wealth Management LLC.412$21 12/31/2019
     EFV412$21 12/31/2019
Independence Bank of Kentucky416$21 12/31/2019
     EFV416$21 12/31/2019
Private Capital Group LLC388$19 12/31/2019
     EFV388$19 12/31/2019
Granite Investment Partners LLC322$16 12/31/2019
     EFV322$16 12/31/2019
Jacobi Capital Management LLC301$15 12/31/2019
     EFV301$15 12/31/2019
Prestige Wealth Management Group LLC296$15 12/31/2019
     EFV296$15 12/31/2019
GQ Asset Management LLC281$14 12/31/2019
     EFV281$14 12/31/2019
Brown Brothers Harriman & Co.257$13 12/31/2019
     EFV257$13 12/31/2019
TFG Advisers LLC277$13 12/31/2019
     EFV277$13 12/31/2019
Kistler Tiffany Companies LLC205$10 12/31/2019
     EFV205$10 12/31/2019
Sowell Financial Services LLC209$10 12/31/2019
     EFV209$10 12/31/2019
Weaver Consulting Group202$10 12/31/2019
     EFV202$10 12/31/2019
Coastal Investment Advisors Inc.169$9 12/31/2019
     EFV169$9 12/31/2019
Cullen Frost Bankers Inc.155$8 12/31/2019
     EFV155$8 12/31/2019
First Manhattan Co.180$8 12/31/2019
     EFV180$8 12/31/2019
Institutional & Family Asset Management LLC166$8 12/31/2019
     EFV166$8 12/31/2019
San Francisco Sentry Investment Group CA135$7 12/31/2019
     EFV135$7 12/31/2019
Tradewinds Capital Management LLC129$6 12/31/2019
     EFV129$6 12/31/2019
Gradient Investments LLC104$5 12/31/2019
     EFV104$5 12/31/2019
FTB Advisors Inc.115$5 12/31/2019
     EFV115$5 12/31/2019
Carmichael Hill & Associates Inc.110$5 12/31/2019
     EFV110$5 12/31/2019
CBIZ Investment Advisory Services LLC92$5 12/31/2019
     EFV92$5 12/31/2019
Global Trust Asset Management LLC100$4 03/31/2020
     EFV100$4 03/31/2020
Ameritas Investment Company LLC84$4 12/31/2019
     EFV84$4 12/31/2019
Cutler Group LP $4 12/31/2019
     EFV99$4 12/31/2019
     Call400$0 12/31/2019
McIlrath & Eck LLC90$4 12/31/2019
     EFV90$4 12/31/2019
Versant Capital Management Inc97$4 12/31/2019
     EFV97$4 12/31/2019
Danda Trouve Investment Management Inc.84$4 12/31/2019
     EFV84$4 12/31/2019
Signaturefd LLC57$3 12/31/2019
     EFV57$3 12/31/2019
Capital Asset Advisory Services LLC51$3 12/31/2019
     EFV51$3 12/31/2019
Bogart Wealth LLC53$3 12/31/2019
     EFV53$3 12/31/2019
Howard Wealth Management LLC48$2 12/31/2019
     EFV48$2 12/31/2019
Firestone Capital Management50$2 12/31/2019
     EFV50$2 12/31/2019
Front Row Advisors LLC8$0 12/31/2019
     EFV8$0 12/31/2019
Certified Advisory Corp10$0 12/31/2019
     EFV10$0 12/31/2019

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

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