HoldingsChannel.com
Funds Holding EFV
HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp16,860,041$796,832 09/30/2019
     EFV16,860,041$796,832 09/30/2019
US Bancorp DE5,289,384$250,558 09/30/2019
     EFV5,289,384$250,558 09/30/2019
Fiduciary Trust Co.4,466,681$211,587 09/30/2019
     EFV4,466,681$211,587 09/30/2019
Envestnet Asset Management Inc.4,100,447$194,238 09/30/2019
     EFV4,100,447$194,238 09/30/2019
Alliancebernstein L.P.3,840,402$181,920 09/30/2019
     EFV3,840,402$181,920 09/30/2019
FMR LLC3,289,994$155,847 09/30/2019
     EFV3,289,994$155,847 09/30/2019
PNC Financial Services Group Inc.3,075,702$145,694 09/30/2019
     EFV3,075,702$145,694 09/30/2019
Bank of America Corp DE2,471,002$117,051 09/30/2019
     EFV2,471,002$117,051 09/30/2019
Wells Fargo & Company MN2,248,939$106,532 09/30/2019
     EFV2,248,939$106,532 09/30/2019
Morningstar Investment Services LLC2,116,406$100,214 09/30/2019
     EFV2,116,406$100,214 09/30/2019
CLS Investments LLC1,704,034$80,720 09/30/2019
     EFV1,704,034$80,720 09/30/2019
Diversified Trust Co1,642,752$77,817 09/30/2019
     EFV1,642,752$77,817 09/30/2019
UBS Group AG1,417,093$67,127 09/30/2019
     EFV1,417,093$67,127 09/30/2019
Rinet Co LLC1,150,710$54,509 09/30/2019
     EFV1,150,710$54,509 09/30/2019
Mutual of America Capital Management LLC1,060,392$50,231 09/30/2019
     EFV1,060,392$50,231 09/30/2019
Sawtooth Solutions LLC1,030,306$48,806 09/30/2019
     EFV1,030,306$48,806 09/30/2019
AE Wealth Management LLC977,248$46,292 09/30/2019
     EFV977,248$46,292 09/30/2019
Morgan Stanley908,553$43,038 09/30/2019
     EFV908,553$43,038 09/30/2019
BB&T Corp831,045$39,367 09/30/2019
     EFV831,045$39,367 09/30/2019
M&T Bank Corp777,653$36,836 09/30/2019
     EFV777,653$36,836 09/30/2019
Ameriprise Financial Inc.709,947$33,630 09/30/2019
     EFV709,947$33,630 09/30/2019
Tanglewood Wealth Management Inc.606,818$28,745 09/30/2019
     EFV606,818$28,745 09/30/2019
Fifth Third Bancorp558,867$26,474 09/30/2019
     EFV558,867$26,474 09/30/2019
Efficient Advisors LLC525,896$24,912 09/30/2019
     EFV525,896$24,912 09/30/2019
Alps Advisors Inc.484,264$22,940 09/30/2019
     EFV484,264$22,940 09/30/2019
JPMorgan Chase & Co.476,320$22,564 09/30/2019
     EFV476,320$22,564 09/30/2019
LPL Financial LLC450,927$21,360 09/30/2019
     EFV450,927$21,360 09/30/2019
Northern Trust Corp449,591$21,298 09/30/2019
     EFV449,591$21,298 09/30/2019
American Century Companies Inc.442,090$20,942 09/30/2019
     EFV442,090$20,942 09/30/2019
Royal Bank of Canada417,530$19,778 09/30/2019
     EFV417,530$19,778 09/30/2019
PrairieView Partners LLC369,477$17,502 09/30/2019
     EFV369,477$17,502 09/30/2019
Buckingham Asset Management LLC363,523$17,220 09/30/2019
     EFV363,523$17,220 09/30/2019
BlackRock Inc.354,631$16,799 09/30/2019
     EFV354,631$16,799 09/30/2019
BOKF NA353,218$16,732 09/30/2019
     EFV353,218$16,732 09/30/2019
Symmetry Partners LLC346,805$16,428 09/30/2019
     EFV346,805$16,428 09/30/2019
Park Avenue Securities LLC341,973$16,199 09/30/2019
     EFV341,973$16,199 09/30/2019
Independence Advisors LLC339,089$16,063 09/30/2019
     EFV339,089$16,063 09/30/2019
Northwestern Mutual Wealth Management Co.322,759$15,289 09/30/2019
     EFV322,759$15,289 09/30/2019
American Financial Advisors LLC317,019$15,017 09/30/2019
     EFV317,019$15,017 09/30/2019
Covenant Partners LLC296,912$14,065 09/30/2019
     EFV296,912$14,065 09/30/2019
Hapanowicz & Associates Financial Services Inc261,350$12,386 09/30/2019
     EFV261,350$12,386 09/30/2019
MML Investors Services LLC247,801$11,738 09/30/2019
     EFV247,801$11,738 09/30/2019
Baker Avenue Asset Management LP245,127$11,611 09/30/2019
     EFV245,127$11,611 09/30/2019
Tiedemann Advisors LLC239,714$11,352 09/30/2019
     EFV239,714$11,352 09/30/2019
Relaxing Retirement Coach233,286$11,046 09/30/2019
     EFV233,286$11,046 09/30/2019
Financial Advisory Service Inc.228,164$10,808 09/30/2019
     EFV228,164$10,808 09/30/2019
Plancorp LLC225,385$10,676 09/30/2019
     EFV225,385$10,676 09/30/2019
Veritable L.P.220,611$10,450 09/30/2019
     EFV220,611$10,450 09/30/2019
Accredited Investors Inc.220,103$10,426 09/30/2019
     EFV220,103$10,426 09/30/2019
Greenleaf Trust218,849$10,367 09/30/2019
     EFV218,849$10,367 09/30/2019
MUFG Americas Holdings Corp213,270$10,102 09/30/2019
     EFV213,270$10,102 09/30/2019
Citadel Advisors LLC210,133$9,954 09/30/2019
     EFV210,133$9,954 09/30/2019
Wilshire Associates Inc209,169$9,908 09/30/2019
     EFV209,169$9,908 09/30/2019
Natixis Advisors L.P.206,032$9,760 09/30/2019
     EFV206,032$9,760 09/30/2019
Parkside Advisors LLC198,878$9,421 09/30/2019
     EFV198,878$9,421 09/30/2019
Savant Capital LLC195,765$9,273 09/30/2019
     EFV195,765$9,273 09/30/2019
Carlson Capital Management192,382$9,113 09/30/2019
     EFV192,382$9,113 09/30/2019
Interactive Financial Advisors180,649$8,557 09/30/2019
     EFV180,649$8,557 09/30/2019
Larson Financial Group LLC175,306$8,304 09/30/2019
     EFV175,306$8,304 09/30/2019
Waller Financial Planning Group Inc.164,040$8,082 09/30/2019
     EFV164,040$8,082 09/30/2019
Commonwealth Equity Services LLC170,156$8,060 09/30/2019
     EFV170,156$8,060 09/30/2019
S. R. Schill & Associates163,999$7,769 09/30/2019
     EFV163,999$7,769 09/30/2019
Ladenburg Thalmann Financial Services Inc.156,185$7,400 09/30/2019
     EFV156,185$7,400 09/30/2019
Aspiriant LLC151,129$7,154 09/30/2019
     EFV151,129$7,154 09/30/2019
Thompson Siegel & Walmsley LLC147,600$6,992 09/30/2019
     EFV147,600$6,992 09/30/2019
Jane Street Group LLC143,761$6,810 09/30/2019
     EFV143,761$6,810 09/30/2019
Twin Capital Management Inc.142,270$6,739 09/30/2019
     EFV142,270$6,739 09/30/2019
Warren Averett Asset Management LLC140,062$6,635 09/30/2019
     EFV140,062$6,635 09/30/2019
Baird Financial Group Inc.136,543$6,468 09/30/2019
     EFV136,543$6,468 09/30/2019
Suntrust Banks Inc.130,194$6,167 09/30/2019
     EFV130,194$6,167 09/30/2019
Northern Oak Wealth Management Inc.129,051$6,113 09/30/2019
     EFV129,051$6,113 09/30/2019
Alesco Advisors LLC128,507$6,087 09/30/2019
     EFV128,507$6,087 09/30/2019
Parkside Financial Bank & Trust127,297$6,030 09/30/2019
     EFV127,297$6,030 09/30/2019
Integrated Capital Management Inc.126,654$5,999 09/30/2019
     EFV126,654$5,999 09/30/2019
Lutz Financial Services LLC124,210$5,884 09/30/2019
     EFV124,210$5,884 09/30/2019
Zhang Financial LLC123,309$5,845 09/30/2019
     EFV123,309$5,845 09/30/2019
Cranbrook Wealth Management LLC122,840$5,819 09/30/2019
     EFV122,840$5,819 09/30/2019
Goldman Sachs Group Inc.120,150$5,692 09/30/2019
     EFV120,150$5,692 09/30/2019
Wakefield Asset Management LLLP119,542$5,663 09/30/2019
     EFV119,542$5,663 09/30/2019
SCS Capital Management LLC117,199$5,552 09/30/2019
     EFV117,199$5,552 09/30/2019
Clear Creek Financial Management LLC111,744$5,540 09/30/2019
     EFV111,744$5,540 09/30/2019
Bank of New York Mellon Corp116,497$5,518 09/30/2019
     EFV116,497$5,518 09/30/2019
Noked Capital LTD114,000$5,400 09/30/2019
     EFV114,000$5,400 09/30/2019
Noked Israel Ltd114,000$5,400 09/30/2019
     EFV114,000$5,400 09/30/2019
Susquehanna International Group LLP112,286$5,319 09/30/2019
     EFV112,286$5,319 09/30/2019
Cetera Investment Advisers111,029$5,254 09/30/2019
     EFV111,029$5,254 09/30/2019
Huntington National Bank108,655$5,146 09/30/2019
     EFV108,655$5,146 09/30/2019
Nicholas Hoffman & Company LLC.107,050$5,071 09/30/2019
     EFV107,050$5,071 09/30/2019
6 Meridian104,188$4,935 09/30/2019
     EFV104,188$4,935 09/30/2019
Moneta Group Investment Advisors LLC103,905$4,922 09/30/2019
     EFV103,905$4,922 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management102,630$4,862 09/30/2019
     EFV102,630$4,862 09/30/2019
Cambridge Investment Research Advisors Inc.95,388$4,519 09/30/2019
     EFV95,388$4,519 09/30/2019
Mariner LLC89,820$4,255 09/30/2019
     EFV89,820$4,255 09/30/2019
First American Trust FSB81,133$3,843 09/30/2019
     EFV81,133$3,843 09/30/2019
Global Wealth Management Investment Advisory Inc.79,320$3,757 09/30/2019
     EFV79,320$3,757 09/30/2019
Citigroup Inc.78,503$3,719 09/30/2019
     EFV78,503$3,719 09/30/2019
Staley Capital Advisers Inc.77,350$3,664 09/30/2019
     EFV77,350$3,664 09/30/2019
Managed Account Services Inc.74,193$3,537 09/30/2019
     EFV74,193$3,537 09/30/2019
Gilbert & Cook Inc.72,579$3,438 09/30/2019
     EFV72,579$3,438 09/30/2019
Glenmede Trust Co. NA70,319$3,330 09/30/2019
     EFV70,319$3,330 09/30/2019
Advisor Group Inc.70,213$3,328 09/30/2019
     EFV70,213$3,328 09/30/2019
Girard Partners LTD.70,204$3,325 09/30/2019
     EFV70,204$3,325 09/30/2019
Raymond James & Associates70,149$3,323 09/30/2019
     EFV70,149$3,323 09/30/2019
Sterling Capital Management LLC69,187$3,277 09/30/2019
     EFV69,187$3,277 09/30/2019
Thrivent Financial for Lutherans68,507$3,245 09/30/2019
     EFV68,507$3,245 09/30/2019
Pinnacle Financial Partners Inc.67,561$3,200 09/30/2019
     EFV67,561$3,200 09/30/2019
Bank of Montreal Can64,877$3,073 09/30/2019
     EFV64,877$3,073 09/30/2019
Stephens Inc. AR64,235$3,043 09/30/2019
     EFV64,235$3,043 09/30/2019
Advisory Alpha LLC61,368$2,833 09/30/2019
     EFV61,368$2,833 09/30/2019
Stearns Financial Services Group58,684$2,780 09/30/2019
     EFV58,684$2,780 09/30/2019
NorthRock Partners LLC57,767$2,736 09/30/2019
     EFV57,767$2,736 09/30/2019
Unison Advisors LLC57,310$2,715 09/30/2019
     EFV57,310$2,715 09/30/2019
SOL Capital Management CO54,660$2,589 09/30/2019
     EFV54,660$2,589 09/30/2019
Atria Investments LLC53,506$2,535 09/30/2019
     EFV53,506$2,535 09/30/2019
Exencial Wealth Advisors LLC52,263$2,476 09/30/2019
     EFV52,263$2,476 09/30/2019
Parametric Portfolio Associates LLC51,688$2,448 09/30/2019
     EFV51,688$2,448 09/30/2019
RDA Financial Network48,513$2,406 09/30/2019
     EFV48,513$2,406 09/30/2019
People s United Financial Inc.50,024$2,370 09/30/2019
     EFV50,024$2,370 09/30/2019
United Asset Strategies Inc.49,246$2,333 09/30/2019
     EFV49,246$2,333 09/30/2019
Voya Financial Advisors Inc.49,165$2,324 09/30/2019
     EFV49,165$2,324 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC48,776$2,311 09/30/2019
     EFV48,776$2,311 09/30/2019
Schneider Downs Wealth Management Advisors LP48,555$2,300 09/30/2019
     EFV48,555$2,300 09/30/2019
Magnus Financial Group LLC47,393$2,245 09/30/2019
     EFV47,393$2,245 09/30/2019
BBVA USA Bancshares Inc.46,773$2,216 09/30/2019
     EFV46,773$2,216 09/30/2019
One Capital Management LLC45,922$2,175 09/30/2019
     EFV45,922$2,175 09/30/2019
Millennium Management LLC44,476$2,106 09/30/2019
     EFV44,476$2,106 09/30/2019
180 Wealth Advisors LLC42,674$2,034 09/30/2019
     EFV42,674$2,034 09/30/2019
Atlas Capital Advisors LLC42,054$1,992 09/30/2019
     EFV42,054$1,992 09/30/2019
Commerce Bank41,264$1,954 09/30/2019
     EFV41,264$1,954 09/30/2019
AdvisorNet Financial Inc41,237$1,953 09/30/2019
     EFV41,237$1,953 09/30/2019
Checchi Capital Advisers LLC40,993$1,942 09/30/2019
     EFV40,993$1,942 09/30/2019
Hsbc Holdings PLC39,115$1,853 09/30/2019
     EFV39,115$1,853 09/30/2019
Stifel Financial Corp38,033$1,801 09/30/2019
     EFV38,033$1,801 09/30/2019
Raymond James Financial Services Advisors Inc.37,951$1,798 09/30/2019
     EFV37,951$1,798 09/30/2019
Lincoln National Corp37,829$1,792 09/30/2019
     EFV37,829$1,792 09/30/2019
GHP Investment Advisors Inc.37,644$1,783 09/30/2019
     EFV37,644$1,783 09/30/2019
Sunbelt Securities Inc.36,497$1,729 09/30/2019
     EFV36,497$1,729 09/30/2019
Northwest Wealth Management LLC34,426$1,631 09/30/2019
     EFV34,426$1,631 09/30/2019
Advisory Services Network LLC33,733$1,622 09/30/2019
     EFV33,733$1,622 09/30/2019
MA Private Wealth34,204$1,620 09/30/2019
     EFV34,204$1,620 09/30/2019
Bessemer Group Inc.34,105$1,616 09/30/2019
     EFV34,105$1,616 09/30/2019
Ullmann Financial Group Inc.33,494$1,587 09/30/2019
     EFV33,494$1,587 09/30/2019
Mycio Wealth Partners LLC33,291$1,577 09/30/2019
     EFV33,291$1,577 09/30/2019
IFP Advisors Inc31,990$1,508 09/30/2019
     EFV31,990$1,508 09/30/2019
Wsfs Capital Management LLC30,528$1,446 09/30/2019
     EFV30,528$1,446 09/30/2019
Bingham Osborn & Scarborough LLC30,423$1,441 09/30/2019
     EFV30,423$1,441 09/30/2019
North Star Investment Management Corp.29,675$1,406 09/30/2019
     EFV29,675$1,406 09/30/2019
Townsquare Capital LLC28,041$1,402 09/30/2019
     EFV28,041$1,402 09/30/2019
Wambolt & Associates LLC29,476$1,396 09/30/2019
     EFV29,476$1,396 09/30/2019
TAP Consulting LLC29,450$1,395 09/30/2019
     EFV29,450$1,395 09/30/2019
United Capital Financial Advisers LLC29,124$1,380 09/30/2019
     EFV29,124$1,380 09/30/2019
HC Financial Advisors Inc.28,722$1,361 09/30/2019
     EFV28,722$1,361 09/30/2019
Neumann Capital Management LLC26,435$1,252 09/30/2019
     EFV26,435$1,252 09/30/2019
ETRADE Capital Management LLC24,696$1,170 09/30/2019
     EFV24,696$1,170 09/30/2019
EP Wealth Advisors LLC24,460$1,159 09/30/2019
     EFV24,460$1,159 09/30/2019
Chemical Bank23,551$1,132 06/30/2019
     EFV23,551$1,132 06/30/2019
Condor Capital Management23,675$1,121 09/30/2019
     EFV23,675$1,121 09/30/2019
TCF National Bank23,448$1,111 09/30/2019
     EFV23,448$1,111 09/30/2019
Oppenheimer & Co. Inc.23,334$1,105 09/30/2019
     EFV23,334$1,105 09/30/2019
Graves Light Private Wealth Management Inc.21,966$1,076 09/30/2019
     EFV21,966$1,076 09/30/2019
Mercer Global Advisors Inc. ADV22,340$1,058 09/30/2019
     EFV22,340$1,058 09/30/2019
Harbour Capital Advisors LLC21,921$1,038 09/30/2019
     EFV21,921$1,038 09/30/2019
Elm Partners Management LLC21,553$1,021 09/30/2019
     EFV21,553$1,021 09/30/2019
Blair William & Co. IL21,059$998 09/30/2019
     EFV21,059$998 09/30/2019
Well Done LLC21,057$997 09/30/2019
     EFV21,057$997 09/30/2019
Colony Group LLC20,946$992 09/30/2019
     EFV20,946$992 09/30/2019
Quadrant Capital Management LLC20,135$954 09/30/2019
     EFV20,135$954 09/30/2019
Palladium Partners LLC18,083$939 09/30/2019
     EFV18,083$939 09/30/2019
Confluence Wealth Management LLC19,480$923 09/30/2019
     EFV19,480$923 09/30/2019
Wealthcare Advisory Partners LLC19,446$921 09/30/2019
     EFV19,446$921 09/30/2019
Cetera Advisor Networks LLC18,877$892 09/30/2019
     EFV18,877$892 09/30/2019
GFS Advisors LLC18,664$884 09/30/2019
     EFV18,664$884 09/30/2019
Westside Investment Management Inc.18,298$879 06/30/2019
     EFV18,298$879 06/30/2019
HighTower Advisors LLC16,550$785 09/30/2019
     EFV16,550$785 09/30/2019
CIBC Private Wealth Group LLC16,499$782 09/30/2019
     EFV16,499$782 09/30/2019
Arete Wealth Advisors LLC15,684$743 09/30/2019
     EFV15,684$743 09/30/2019
Merriman Wealth Management LLC15,200$720 09/30/2019
     EFV15,200$720 09/30/2019
Cetera Advisors LLC14,982$713 09/30/2019
     EFV14,982$713 09/30/2019
BTC Capital Management Inc.15,055$713 09/30/2019
     EFV15,055$713 09/30/2019
Keybank National Association OH14,447$684 09/30/2019
     EFV14,447$684 09/30/2019
South State Corp14,420$683 09/30/2019
     EFV14,420$683 09/30/2019
Conning Inc.14,016$664 09/30/2019
     EFV14,016$664 09/30/2019
Wealthsource Partners LLC13,499$639 09/30/2019
     EFV13,499$639 09/30/2019
MAI Capital Management13,441$637 09/30/2019
     EFV13,441$637 09/30/2019
Private Advisor Group LLC12,951$627 09/30/2019
     EFV12,951$627 09/30/2019
Dowling & Yahnke LLC13,180$624 09/30/2019
     EFV13,180$624 09/30/2019
PDS Planning Inc12,888$611 09/30/2019
     EFV12,888$611 09/30/2019
Brown Advisory Inc.12,854$609 09/30/2019
     EFV12,854$609 09/30/2019
Polaris Greystone Financial Group LLC12,962$597 09/30/2019
     EFV12,962$597 09/30/2019
RNC Capital Management LLC12,200$586 06/30/2019
     EFV12,200$586 06/30/2019
Segall Bryant & Hamill LLC12,177$575 09/30/2019
     EFV12,177$575 09/30/2019
Franklin Resources Inc.12,101$573 09/30/2019
     EFV12,101$573 09/30/2019
Whittier Trust Co.12,000$568 09/30/2019
     EFV12,000$568 09/30/2019
Goldstein Munger & Associates11,918$565 09/30/2019
     EFV11,918$565 09/30/2019
IFG Advisory LLC11,820$559 09/30/2019
     EFV11,820$559 09/30/2019
National Asset Management Inc.11,539$547 09/30/2019
     EFV11,539$547 09/30/2019
Comerica Securities Inc.11,701$529 09/30/2019
     EFV11,701$529 09/30/2019
Two Sigma Securities LLC11,108$526 09/30/2019
     EFV11,108$526 09/30/2019
Rehmann Capital Advisory Group10,948$526 06/30/2019
     EFV10,948$526 06/30/2019
Fragasso Group Inc.11,022$522 09/30/2019
     EFV11,022$522 09/30/2019
Creative Planning10,845$514 09/30/2019
     EFV10,845$514 09/30/2019
Mission Wealth Management LP10,700$507 09/30/2019
     EFV10,700$507 09/30/2019
NewFocus Financial Group LLC10,460$495 09/30/2019
     EFV10,460$495 09/30/2019
Alerus Financial NA10,408$493 09/30/2019
     EFV10,408$493 09/30/2019
Ropes Wealth Advisors LLC10,200$483 09/30/2019
     EFV10,200$483 09/30/2019
Laurel Wealth Advisors Inc.10,064$477 09/30/2019
     EFV10,064$477 09/30/2019
Farmers National Bank9,924$477 06/30/2019
     EFV9,924$477 06/30/2019
City Holding Co.10,000$474 09/30/2019
     EFV10,000$474 09/30/2019
Comerica Bank9,577$471 09/30/2019
     EFV9,577$471 09/30/2019
Jaffetilchin Investment Partners LLC9,943$471 09/30/2019
     EFV9,943$471 09/30/2019
Sequoia Financial Advisors LLC9,813$465 09/30/2019
     EFV9,813$465 09/30/2019
Pinnacle Bank9,740$461 09/30/2019
     EFV9,740$461 09/30/2019
Assetmark Inc.9,500$450 09/30/2019
     EFV9,500$450 09/30/2019
CRA Financial Services LLC9,486$449 09/30/2019
     EFV9,486$449 09/30/2019
Punch & Associates Investment Management Inc.9,431$447 09/30/2019
     EFV9,431$447 09/30/2019
Evanson Asset Management LLC9,422$446 09/30/2019
     EFV9,422$446 09/30/2019
Honkamp Krueger Financial Services Inc.9,128$432 09/30/2019
     EFV9,128$432 09/30/2019
Autus Asset Management LLC8,890$421 09/30/2019
     EFV8,890$421 09/30/2019
Efficient Wealth Management LLC8,616$408 09/30/2019
     EFV8,616$408 09/30/2019
Beacon Pointe Advisors LLC8,536$403 09/30/2019
     EFV8,536$403 09/30/2019
Wrapmanager Inc.8,358$396 09/30/2019
     EFV8,358$396 09/30/2019
Truewealth LLC8,347$395 09/30/2019
     EFV8,347$395 09/30/2019
First Republic Investment Management Inc.8,203$389 09/30/2019
     EFV8,203$389 09/30/2019
Pensionmark Financial Group LLC8,155$386 09/30/2019
     EFV8,155$386 09/30/2019
BB&T Securities LLC7,802$368 09/30/2019
     EFV7,802$368 09/30/2019
First Allied Advisory Services Inc.7,541$358 09/30/2019
     EFV7,541$358 09/30/2019
Usca Ria LLC7,523$356 09/30/2019
     EFV7,523$356 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC7,439$352 09/30/2019
     EFV7,439$352 09/30/2019
Prospera Financial Services Inc7,367$349 09/30/2019
     EFV7,367$349 09/30/2019
Family Firm Inc.7,054$334 09/30/2019
     EFV7,054$334 09/30/2019
TD Capital Management LLC6,965$330 09/30/2019
     EFV6,965$330 09/30/2019
Paulson Wealth Management Inc.6,776$321 09/30/2019
     EFV6,776$321 09/30/2019
Integrated Wealth Concepts LLC6,773$321 09/30/2019
     EFV6,773$321 09/30/2019
Signet Financial Management LLC6,335$316 09/30/2019
     EFV6,335$316 09/30/2019
NEXT Financial Group Inc6,677$316 09/30/2019
     EFV6,677$316 09/30/2019
Balasa Dinverno & Foltz LLC6,556$311 09/30/2019
     EFV6,556$311 09/30/2019
Middleton & Co Inc MA6,350$301 09/30/2019
     EFV6,350$301 09/30/2019
Moisand Fitzgerald Tamayo LLC6,300$298 09/30/2019
     EFV6,300$298 09/30/2019
First Hawaiian Bank6,132$290 09/30/2019
     EFV6,132$290 09/30/2019
Principal Financial Group Inc.6,055$287 09/30/2019
     EFV6,055$287 09/30/2019
Evensky & Katz LLC6,002$284 09/30/2019
     EFV6,002$284 09/30/2019
Valeo Financial Advisors LLC5,926$281 09/30/2019
     EFV5,926$281 09/30/2019
Dixon Hubard Feinour & Brown Inc. VA5,824$276 09/30/2019
     EFV5,824$276 09/30/2019
CIBC World Markets Inc.5,793$274 09/30/2019
     EFV5,793$274 09/30/2019
Wealth Architects LLC5,758$273 09/30/2019
     EFV5,758$273 09/30/2019
Dynamic Advisor Solutions LLC5,575$264 09/30/2019
     EFV5,575$264 09/30/2019
Measured Wealth Private Client Group LLC5,347$253 09/30/2019
     EFV5,347$253 09/30/2019
Patriot Financial Group Insurance Agency LLC5,232$248 09/30/2019
     EFV5,232$248 09/30/2019
AdvicePeriod LLC5,214$247 09/30/2019
     EFV5,214$247 09/30/2019
Drexel Morgan & Co.5,110$242 09/30/2019
     EFV5,110$242 09/30/2019
Tufton Capital Management5,082$240 09/30/2019
     EFV5,082$240 09/30/2019
Brighton Jones LLC5,067$240 09/30/2019
     EFV5,067$240 09/30/2019
Janney Montgomery Scott LLC4,688$222 09/30/2019
     EFV4,688$222 09/30/2019
Clearstead Advisors LLC4,615$219 09/30/2019
     EFV4,615$219 09/30/2019
Leavell Investment Management Inc.4,607$218 09/30/2019
     EFV4,607$218 09/30/2019
Capital Investment Advisory Services LLC4,603$218 09/30/2019
     EFV4,603$218 09/30/2019
Canandaigua National Bank & Trust Co.4,574$217 09/30/2019
     EFV4,574$217 09/30/2019
Allianz Asset Management GmbH4,520$214 09/30/2019
     EFV4,520$214 09/30/2019
Captrust Financial Advisors4,376$207 09/30/2019
     EFV4,376$207 09/30/2019
Credit Suisse AG4,319$205 09/30/2019
     EFV4,319$205 09/30/2019
Advisory Resource Group4,290$203 09/30/2019
     EFV4,290$203 09/30/2019
BDO Wealth Advisors LLC4,170$198 09/30/2019
     EFV4,170$198 09/30/2019
Global Retirement Partners LLC4,088$194 09/30/2019
     EFV4,088$194 09/30/2019
CENTRAL TRUST Co3,453$164 09/30/2019
     EFV3,453$164 09/30/2019
Asset Dedication LLC2,679$127 09/30/2019
     EFV2,679$127 09/30/2019
Brand Asset Management Group Inc.2,667$126 09/30/2019
     EFV2,667$126 09/30/2019
Capital Analysts LLC2,600$123 09/30/2019
     EFV2,600$123 09/30/2019
JNBA Financial Advisors2,517$119 09/30/2019
     EFV2,517$119 09/30/2019
Squar Milner Financial Services LLC2,392$113 09/30/2019
     EFV2,392$113 09/30/2019
Wealthcare Capital Management LLC2,279$108 09/30/2019
     EFV2,279$108 09/30/2019
Baldwin Brothers Inc. MA2,223$105 09/30/2019
     EFV2,223$105 09/30/2019
First Interstate Bank2,200$104 09/30/2019
     EFV2,200$104 09/30/2019
Legacy Bridge LLC2,025$96 09/30/2019
     EFV2,025$96 09/30/2019
Steward Partners Investment Advisory LLC1,794$84 09/30/2019
     EFV1,794$84 09/30/2019
Rockefeller Capital Management L.P.1,660$79 09/30/2019
     EFV1,660$79 09/30/2019
LS Investment Advisors LLC1,433$68 09/30/2019
     EFV1,433$68 09/30/2019
Strategic Blueprint LLC1,384$66 09/30/2019
     EFV1,384$66 09/30/2019
D Orazio & Associates Inc.1,328$63 09/30/2019
     EFV1,328$63 09/30/2019
Lazard Asset Management LLC1,245$58 09/30/2019
     EFV1,245$58 09/30/2019
Aptus Capital Advisors LLC1,209$57 09/30/2019
     EFV1,209$57 09/30/2019
Next Capital Management LLC1,137$54 09/30/2019
     EFV1,137$54 09/30/2019
Parallel Advisors LLC1,126$53 09/30/2019
     EFV1,126$53 09/30/2019
Golden State Wealth Management LLC1,111$53 09/30/2019
     EFV1,111$53 09/30/2019
Massmutual Trust Co. FSB ADV1,018$48 09/30/2019
     EFV1,018$48 09/30/2019
Bartlett & Co. LLC1,019$48 09/30/2019
     EFV1,019$48 09/30/2019
Quest Capital Management Inc. ADV974$46 09/30/2019
     EFV974$46 09/30/2019
Flagship Harbor Advisors LLC838$39 09/30/2019
     EFV838$39 09/30/2019
Deutsche Bank AG750$35 09/30/2019
     EFV750$35 09/30/2019
TCI Wealth Advisors Inc.723$34 09/30/2019
     EFV723$34 09/30/2019
Lehman & Derafelo Financial Resources LLC647$31 09/30/2019
     EFV647$31 09/30/2019
Ironwood Financial llc606$29 09/30/2019
     EFV606$29 09/30/2019
Reilly Financial Advisors LLC582$28 09/30/2019
     EFV582$28 09/30/2019
Mcmillion Capital Management Inc.540$26 09/30/2019
     EFV540$26 09/30/2019
Independence Bank of Kentucky416$20 09/30/2019
     EFV416$20 09/30/2019
Creative Financial Designs Inc. ADV410$19 09/30/2019
     EFV410$19 09/30/2019
Quad Cities Investment Group LLC368$17 09/30/2019
     EFV368$17 09/30/2019
Financial Gravity Wealth Inc.360$17 09/30/2019
     EFV360$17 09/30/2019
CWM LLC340$16 09/30/2019
     EFV340$16 09/30/2019
FinTrust Capital Advisors LLC326$15 09/30/2019
     EFV326$15 09/30/2019
Rice Partnership LLC324$15 09/30/2019
     EFV324$15 09/30/2019
Prestige Wealth Management Group LLC296$14 09/30/2019
     EFV296$14 09/30/2019
Brown Brothers Harriman & Co.257$12 09/30/2019
     EFV257$12 09/30/2019
Sowell Financial Services LLC224$11 09/30/2019
     EFV224$11 09/30/2019
SYM FINANCIAL Corp205$10 09/30/2019
     EFV205$10 09/30/2019
Kistler Tiffany Companies LLC205$10 09/30/2019
     EFV205$10 09/30/2019
Weaver Consulting Group202$10 09/30/2019
     EFV202$10 09/30/2019
UBS Asset Management Americas Inc.183$9 09/30/2019
     EFV183$9 09/30/2019
First Manhattan Co.180$8 09/30/2019
     EFV180$8 09/30/2019
Institutional & Family Asset Management LLC163$8 09/30/2019
     EFV163$8 09/30/2019
Coastal Investment Advisors Inc.169$8 09/30/2019
     EFV169$8 09/30/2019
Cullen Frost Bankers Inc.155$7 09/30/2019
     EFV155$7 09/30/2019
Northwest Investment Counselors LLC141$7 09/30/2019
     EFV141$7 09/30/2019
Bogart Wealth LLC158$7 09/30/2019
     EFV158$7 09/30/2019
San Francisco Sentry Investment Group CA135$6 09/30/2019
     EFV135$6 09/30/2019
Gradient Investments LLC122$6 09/30/2019
     EFV122$6 09/30/2019
Tradewinds Capital Management LLC129$6 09/30/2019
     EFV129$6 09/30/2019
Global Trust Asset Management LLC125$6 09/30/2019
     EFV125$6 09/30/2019
McIlrath & Eck LLC90$4 09/30/2019
     EFV90$4 09/30/2019
Claraphi Advisory Network LLC86$4 09/30/2019
     EFV86$4 09/30/2019
Versant Capital Management Inc97$4 09/30/2019
     EFV97$4 09/30/2019
Trust Co. of Vermont66$3 09/30/2019
     EFV66$3 09/30/2019
Signaturefd LLC57$3 09/30/2019
     EFV57$3 09/30/2019
Executive Wealth Management LLC74$3 09/30/2019
     EFV74$3 09/30/2019
Blue Bell Private Wealth Management LLC25$1 09/30/2019
     EFV25$1 09/30/2019
Proequities Inc.0$0 09/30/2019
     EFV0$0 09/30/2019
Cutler Group LP $0 09/30/2019
     Call100$0 09/30/2019
Front Row Advisors LLC8$0 09/30/2019
     EFV8$0 09/30/2019
Certified Advisory Corp10$0 09/30/2019
     EFV10$0 09/30/2019

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

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