HoldingsChannel.com
Funds Holding EFV
HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp20,975,025$745,888 03/31/2020
     EFV20,975,025$745,888 03/31/2020
US Bancorp DE5,529,936$197,365 03/31/2020
     EFV5,529,936$197,365 03/31/2020
Envestnet Asset Management Inc.4,616,157$164,751 03/31/2020
     EFV4,616,157$164,751 03/31/2020
FMR LLC3,847,274$137,309 03/31/2020
     EFV3,847,274$137,309 03/31/2020
Fiduciary Trust Co.3,369,394$120,253 03/31/2020
     EFV3,369,394$120,253 03/31/2020
Bank of America Corp DE3,018,940$107,746 03/31/2020
     EFV3,018,940$107,746 03/31/2020
PNC Financial Services Group Inc.2,711,108$96,759 03/31/2020
     EFV2,711,108$96,759 03/31/2020
Morningstar Investment Services LLC2,614,593$94,666 03/31/2020
     EFV2,614,593$94,666 03/31/2020
Alliancebernstein L.P.2,270,925$81,049 03/31/2020
     EFV2,270,925$81,049 03/31/2020
Wells Fargo & Company MN2,054,624$73,330 03/31/2020
     EFV2,054,624$73,330 03/31/2020
Truist Financial Corp1,738,979$62,064 03/31/2020
     EFV1,738,979$62,064 03/31/2020
Morgan Stanley1,574,781$56,204 03/31/2020
     EFV1,574,781$56,204 03/31/2020
Voya Investment Management LLC1,416,951$50,571 03/31/2020
     EFV1,416,951$50,571 03/31/2020
Ameriprise Financial Inc.1,381,911$49,310 03/31/2020
     EFV1,381,911$49,310 03/31/2020
Mutual of America Capital Management LLC1,247,549$44,525 03/31/2020
     EFV1,247,549$44,525 03/31/2020
UBS Group AG1,141,314$40,734 03/31/2020
     EFV1,141,314$40,734 03/31/2020
Sawtooth Solutions LLC1,130,715$40,355 03/31/2020
     EFV1,130,715$40,355 03/31/2020
AE Wealth Management LLC1,108,817$39,574 03/31/2020
     EFV1,108,817$39,574 03/31/2020
Rinet Co LLC1,045,922$37,329 03/31/2020
     EFV1,045,922$37,329 03/31/2020
Baird Financial Group Inc.1,043,956$37,259 03/31/2020
     EFV1,043,956$37,259 03/31/2020
Diversified Trust Co912,002$36,453 06/30/2020
     EFV912,002$36,453 06/30/2020
M&T Bank Corp849,350$30,315 03/31/2020
     EFV849,350$30,315 03/31/2020
SCS Capital Management LLC831,469$29,675 03/31/2020
     EFV831,469$29,675 03/31/2020
Fifth Third Bancorp665,217$23,742 03/31/2020
     EFV665,217$23,742 03/31/2020
Northwestern Mutual Wealth Management Co.658,413$23,499 03/31/2020
     EFV658,413$23,499 03/31/2020
JPMorgan Chase & Co.636,602$22,721 03/31/2020
     EFV636,602$22,721 03/31/2020
NorthRock Partners LLC617,744$22,047 03/31/2020
     EFV617,744$22,047 03/31/2020
Exencial Wealth Advisors LLC595,348$21,248 03/31/2020
     EFV595,348$21,248 03/31/2020
Southern Wealth Management LLP594,786$21,228 03/31/2020
     EFV594,786$21,228 03/31/2020
Savant Capital LLC575,932$20,555 03/31/2020
     EFV575,932$20,555 03/31/2020
People s United Financial Inc.575,446$20,538 03/31/2020
     EFV575,446$20,538 03/31/2020
Buckingham Asset Management LLC526,869$18,804 03/31/2020
     EFV526,869$18,804 03/31/2020
BlackRock Inc.514,700$18,370 03/31/2020
     EFV514,700$18,370 03/31/2020
Efficient Advisors LLC513,284$18,319 03/31/2020
     EFV513,284$18,319 03/31/2020
LPL Financial LLC511,444$18,253 03/31/2020
     EFV511,444$18,253 03/31/2020
PrairieView Partners LLC441,842$15,769 03/31/2020
     EFV441,842$15,769 03/31/2020
Aspiriant LLC438,057$15,635 03/31/2020
     EFV438,057$15,635 03/31/2020
Symmetry Partners LLC404,003$14,419 03/31/2020
     EFV404,003$14,419 03/31/2020
BOKF NA341,319$12,181 03/31/2020
     EFV341,319$12,181 03/31/2020
Royal Bank of Canada330,127$11,783 03/31/2020
     EFV330,127$11,783 03/31/2020
Goldman Sachs Group Inc.327,677$11,695 03/31/2020
     EFV327,677$11,695 03/31/2020
Independence Advisors LLC326,163$11,641 03/31/2020
     EFV326,163$11,641 03/31/2020
Tiedemann Advisors LLC325,865$11,630 03/31/2020
     EFV325,865$11,630 03/31/2020
Hapanowicz & Associates Financial Services Inc317,989$11,338 03/31/2020
     EFV317,989$11,338 03/31/2020
Financial Advisory Service Inc.305,024$10,886 03/31/2020
     EFV305,024$10,886 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management303,553$10,834 03/31/2020
     EFV303,553$10,834 03/31/2020
HighMark Wealth Management LLC283,171$10,114 03/31/2020
     EFV283,171$10,114 03/31/2020
Plancorp LLC271,835$9,702 03/31/2020
     EFV271,835$9,702 03/31/2020
Northern Trust Corp257,936$9,206 03/31/2020
     EFV257,936$9,206 03/31/2020
MUFG Americas Holdings Corp246,014$8,780 03/31/2020
     EFV246,014$8,780 03/31/2020
Covenant Partners LLC245,031$8,745 03/31/2020
     EFV245,031$8,745 03/31/2020
Carlson Capital Management240,671$8,686 03/31/2020
     EFV240,671$8,686 03/31/2020
Wilshire Associates Inc237,443$8,475 03/31/2020
     EFV237,443$8,475 03/31/2020
Commonwealth Equity Services LLC236,251$8,431 03/31/2020
     EFV236,251$8,431 03/31/2020
Natixis Advisors L.P.228,911$8,170 03/31/2020
     EFV228,911$8,170 03/31/2020
American Century Companies Inc.227,337$8,114 03/31/2020
     EFV227,337$8,114 03/31/2020
Veritable L.P.205,510$7,335 03/31/2020
     EFV205,510$7,335 03/31/2020
Waller Financial Planning Group Inc.199,858$7,133 03/31/2020
     EFV199,858$7,133 03/31/2020
Alesco Advisors LLC198,421$7,082 03/31/2020
     EFV198,421$7,082 03/31/2020
Interactive Financial Advisors184,367$6,580 03/31/2020
     EFV184,367$6,580 03/31/2020
Larson Financial Group LLC181,481$6,477 03/31/2020
     EFV181,481$6,477 03/31/2020
Raymond James Financial Services Advisors Inc.177,151$6,322 03/31/2020
     EFV177,151$6,322 03/31/2020
Mercer Global Advisors Inc. ADV175,105$6,249 03/31/2020
     EFV175,105$6,249 03/31/2020
Integrated Capital Management Inc.169,768$6,059 03/31/2020
     EFV169,768$6,059 03/31/2020
Wakefield Asset Management LLLP164,149$5,858 03/31/2020
     EFV164,149$5,858 03/31/2020
Twin Capital Management Inc.160,140$5,715 03/31/2020
     EFV160,140$5,715 03/31/2020
Greenleaf Trust158,941$5,673 03/31/2020
     EFV158,941$5,673 03/31/2020
Advisor Group Holdings Inc.147,623$5,275 03/31/2020
     EFV147,623$5,275 03/31/2020
Moneta Group Investment Advisors LLC145,475$5,192 03/31/2020
     EFV145,475$5,192 03/31/2020
Huntington National Bank142,940$5,102 03/31/2020
     EFV142,940$5,102 03/31/2020
Cetera Investment Advisers138,756$4,952 03/31/2020
     EFV138,756$4,952 03/31/2020
Parkside Financial Bank & Trust132,714$4,737 03/31/2020
     EFV132,714$4,737 03/31/2020
Balasa Dinverno & Foltz LLC127,249$4,542 03/31/2020
     EFV127,249$4,542 03/31/2020
HighTower Advisors LLC127,066$4,532 03/31/2020
     EFV127,066$4,532 03/31/2020
6 Meridian124,786$4,454 03/31/2020
     EFV124,786$4,454 03/31/2020
Zhang Financial LLC123,750$4,421 03/31/2020
     EFV123,750$4,421 03/31/2020
Cranbrook Wealth Management LLC117,873$4,207 03/31/2020
     EFV117,873$4,207 03/31/2020
Relaxing Retirement Coach117,771$4,204 03/31/2020
     EFV117,771$4,204 03/31/2020
First American Trust FSB112,933$4,030 03/31/2020
     EFV112,933$4,030 03/31/2020
MML Investors Services LLC105,868$3,778 03/31/2020
     EFV105,868$3,778 03/31/2020
Financial Engines Advisors L.L.C.103,944$3,710 03/31/2020
     EFV103,944$3,710 03/31/2020
Cambridge Investment Research Advisors Inc.103,379$3,690 03/31/2020
     EFV103,379$3,690 03/31/2020
Stifel Financial Corp97,877$3,497 03/31/2020
     EFV97,877$3,497 03/31/2020
Glenmede Trust Co. NA69,524$3,470 03/31/2020
     EFV69,524$3,470 03/31/2020
Clearstead Advisors LLC95,728$3,417 03/31/2020
     EFV95,728$3,417 03/31/2020
Nicholas Hoffman & Company LLC.94,967$3,389 03/31/2020
     EFV94,967$3,389 03/31/2020
Bank of Montreal Can91,906$3,207 03/31/2020
     EFV91,906$3,207 03/31/2020
Citigroup Inc.86,927$3,102 03/31/2020
     EFV86,927$3,102 03/31/2020
Gilbert & Cook Inc.86,287$3,080 03/31/2020
     EFV86,287$3,080 03/31/2020
Checchi Capital Advisers LLC85,792$3,062 03/31/2020
     EFV85,792$3,062 03/31/2020
Mariner LLC83,277$2,972 03/31/2020
     EFV83,277$2,972 03/31/2020
Dubuque Bank & Trust Co.82,154$2,932 03/31/2020
     EFV82,154$2,932 03/31/2020
StrategIQ Financial Group LLC81,259$2,900 03/31/2020
     EFV81,259$2,900 03/31/2020
Global Wealth Management Investment Advisory Inc.81,228$2,899 03/31/2020
     EFV81,228$2,899 03/31/2020
Northern Oak Wealth Management Inc.80,293$2,866 03/31/2020
     EFV80,293$2,866 03/31/2020
Girard Partners LTD.78,266$2,793 03/31/2020
     EFV78,266$2,793 03/31/2020
Staley Capital Advisers Inc.77,350$2,761 03/31/2020
     EFV77,350$2,761 03/31/2020
Northwest Wealth Management LLC76,765$2,740 03/31/2020
     EFV76,765$2,740 03/31/2020
Avantax Advisory Services Inc.73,731$2,629 03/31/2020
     EFV73,731$2,629 03/31/2020
Raymond James & Associates73,407$2,620 03/31/2020
     EFV73,407$2,620 03/31/2020
Pinnacle Financial Partners Inc.66,368$2,369 03/31/2020
     EFV66,368$2,369 03/31/2020
Dowling & Yahnke LLC66,187$2,362 03/31/2020
     EFV66,187$2,362 03/31/2020
Thrivent Financial for Lutherans64,097$2,288 03/31/2020
     EFV64,097$2,288 03/31/2020
American Financial Advisors LLC61,790$2,271 03/31/2020
     EFV61,790$2,271 03/31/2020
SOL Capital Management CO62,250$2,222 03/31/2020
     EFV62,250$2,222 03/31/2020
Deseret Mutual Benefit Administrators60,000$2,141 03/31/2020
     EFV60,000$2,141 03/31/2020
Unison Advisors LLC59,862$2,136 03/31/2020
     EFV59,862$2,136 03/31/2020
Bingham Osborn & Scarborough LLC58,666$2,094 03/31/2020
     EFV58,666$2,094 03/31/2020
Atlas Capital Advisors LLC58,089$2,073 03/31/2020
     EFV58,089$2,073 03/31/2020
Managed Account Services Inc.60,462$2,053 03/31/2020
     EFV60,462$2,053 03/31/2020
Budros Ruhlin & Roe Inc.55,754$1,990 03/31/2020
     EFV55,754$1,990 03/31/2020
Advisory Alpha LLC55,095$1,971 03/31/2020
     EFV55,095$1,971 03/31/2020
BOK Financial Private Wealth Inc.55,204$1,970 03/31/2020
     EFV55,204$1,970 03/31/2020
BBVA USA Bancshares Inc.55,122$1,967 03/31/2020
     EFV55,122$1,967 03/31/2020
RDA Financial Network53,279$1,902 03/31/2020
     EFV53,279$1,902 03/31/2020
Parametric Portfolio Associates LLC53,092$1,895 03/31/2020
     EFV53,092$1,895 03/31/2020
Voya Financial Advisors Inc.51,549$1,867 03/31/2020
     EFV51,549$1,867 03/31/2020
Apella Capital LLC49,765$1,776 03/31/2020
     EFV49,765$1,776 03/31/2020
Bank of New York Mellon Corp49,248$1,758 03/31/2020
     EFV49,248$1,758 03/31/2020
AdvisorNet Financial Inc48,024$1,714 03/31/2020
     EFV48,024$1,714 03/31/2020
Graves Light Private Wealth Management Inc.45,705$1,631 03/31/2020
     EFV45,705$1,631 03/31/2020
180 Wealth Advisors LLC46,638$1,628 03/31/2020
     EFV46,638$1,628 03/31/2020
Advisory Services Network LLC42,514$1,517 03/31/2020
     EFV42,514$1,517 03/31/2020
Stearns Financial Services Group42,346$1,511 03/31/2020
     EFV42,346$1,511 03/31/2020
Hsbc Holdings PLC40,559$1,448 03/31/2020
     EFV40,559$1,448 03/31/2020
Lutz Financial Services LLC37,911$1,353 03/31/2020
     EFV37,911$1,353 03/31/2020
CLS Investments LLC37,213$1,328 03/31/2020
     EFV37,213$1,328 03/31/2020
Commerce Bank35,633$1,272 03/31/2020
     EFV35,633$1,272 03/31/2020
Bessemer Group Inc.34,105$1,217 03/31/2020
     EFV34,105$1,217 03/31/2020
Wealth Alliance34,001$1,213 03/31/2020
     EFV34,001$1,213 03/31/2020
Clark Capital Management Group Inc.33,806$1,207 03/31/2020
     EFV33,806$1,207 03/31/2020
Neumann Capital Management LLC33,785$1,206 03/31/2020
     EFV33,785$1,206 03/31/2020
North Star Investment Management Corp.33,614$1,200 03/31/2020
     EFV33,614$1,200 03/31/2020
Leith Wheeler Investment Counsel Ltd.33,370$1,191 03/31/2020
     EFV33,370$1,191 03/31/2020
Warren Averett Asset Management LLC33,102$1,181 03/31/2020
     EFV33,102$1,181 03/31/2020
Wsfs Capital Management LLC32,663$1,166 03/31/2020
     EFV32,663$1,166 03/31/2020
MA Private Wealth32,027$1,143 03/31/2020
     EFV32,027$1,143 03/31/2020
Disciplined Investments LLC31,674$1,130 03/31/2020
     EFV31,674$1,130 03/31/2020
Polaris Greystone Financial Group LLC29,679$1,059 03/31/2020
     EFV29,679$1,059 03/31/2020
HC Financial Advisors Inc.28,227$1,007 03/31/2020
     EFV28,227$1,007 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC27,914$1,001 03/31/2020
     EFV27,914$1,001 03/31/2020
United Capital Financial Advisers LLC28,093$991 03/31/2020
     EFV28,093$991 03/31/2020
Wambolt & Associates LLC27,396$978 03/31/2020
     EFV27,396$978 03/31/2020
Fragasso Group Inc.27,134$968 03/31/2020
     EFV27,134$968 03/31/2020
ETRADE Capital Management LLC26,381$942 03/31/2020
     EFV26,381$942 03/31/2020
GHP Investment Advisors Inc.26,330$940 03/31/2020
     EFV26,330$940 03/31/2020
Alera Investment Advisors LLC17,103$940 03/31/2020
     EFV17,103$940 03/31/2020
One Capital Management LLC26,117$932 03/31/2020
     EFV26,117$932 03/31/2020
TAP Consulting LLC25,819$921 03/31/2020
     EFV25,819$921 03/31/2020
Ullmann Financial Group Inc.25,664$915 03/31/2020
     EFV25,664$915 03/31/2020
Wealthcare Advisory Partners LLC25,151$898 03/31/2020
     EFV25,151$898 03/31/2020
Madden Advisory Services Inc.23,237$829 03/31/2020
     EFV23,237$829 03/31/2020
TCF National Bank23,138$826 03/31/2020
     EFV23,138$826 03/31/2020
Schneider Downs Wealth Management Advisors LP21,335$761 03/31/2020
     EFV21,335$761 03/31/2020
Peapack Gladstone Financial Corp20,005$714 03/31/2020
     EFV20,005$714 03/31/2020
Tobias Financial Advisors Inc.19,397$692 03/31/2020
     EFV19,397$692 03/31/2020
Townsquare Capital LLC18,955$691 03/31/2020
     EFV18,955$691 03/31/2020
RPg Family Wealth Advisory LLC19,335$690 03/31/2020
     EFV19,335$690 03/31/2020
Well Done LLC18,810$671 03/31/2020
     EFV18,810$671 03/31/2020
JNB Advisors LLC18,413$657 03/31/2020
     EFV18,413$657 03/31/2020
Lincoln National Corp18,375$656 03/31/2020
     EFV18,375$656 03/31/2020
Stephens Inc. AR18,222$650 03/31/2020
     EFV18,222$650 03/31/2020
Harbour Capital Advisors LLC18,005$643 03/31/2020
     EFV18,005$643 03/31/2020
Center for Financial Planning Inc.17,969$641 03/31/2020
     EFV17,969$641 03/31/2020
Acorn Financial Advisory Services Inc. ADV17,889$637 03/31/2020
     EFV17,889$637 03/31/2020
Confluence Wealth Management LLC17,735$633 03/31/2020
     EFV17,735$633 03/31/2020
9258 Wealth Management LLC16,442$604 03/31/2020
     EFV16,442$604 03/31/2020
GFS Advisors LLC16,873$602 03/31/2020
     EFV16,873$602 03/31/2020
Keybank National Association OH16,787$599 03/31/2020
     EFV16,787$599 03/31/2020
Rockefeller Capital Management L.P.16,729$597 03/31/2020
     EFV16,729$597 03/31/2020
RNC Capital Management LLC16,200$578 03/31/2020
     EFV16,200$578 03/31/2020
Franklin Resources Inc.16,173$577 03/31/2020
     EFV16,173$577 03/31/2020
Neuberger Berman Group LLC16,046$573 03/31/2020
     EFV16,046$573 03/31/2020
Creative Planning15,942$569 03/31/2020
     EFV15,942$569 03/31/2020
Dixon Hubard Feinour & Brown Inc. VA15,802$564 03/31/2020
     EFV15,802$564 03/31/2020
Blair William & Co. IL15,198$542 03/31/2020
     EFV15,198$542 03/31/2020
Accredited Investors Inc.15,136$540 03/31/2020
     EFV15,136$540 03/31/2020
BTC Capital Management Inc.15,055$537 03/31/2020
     EFV15,055$537 03/31/2020
First Ascent Asset Management LLC14,966$534 03/31/2020
     EFV14,966$534 03/31/2020
Conning Inc.14,016$500 03/31/2020
     EFV14,016$500 03/31/2020
Westside Investment Management Inc.13,904$496 03/31/2020
     EFV13,904$496 03/31/2020
MAI Capital Management13,666$488 03/31/2020
     EFV13,666$488 03/31/2020
National Asset Management Inc.13,477$481 03/31/2020
     EFV13,477$481 03/31/2020
CIBC Private Wealth Group LLC13,189$471 03/31/2020
     EFV13,189$471 03/31/2020
Equitable Holdings Inc.13,109$468 03/31/2020
     EFV13,109$468 03/31/2020
Clear Creek Financial Management LLC13,006$465 03/31/2020
     EFV13,006$465 03/31/2020
Asset Dedication LLC13,072$464 03/31/2020
     EFV13,072$464 03/31/2020
Merriman Wealth Management LLC12,918$461 03/31/2020
     EFV12,918$461 03/31/2020
Patriot Financial Group Insurance Agency LLC12,470$445 03/31/2020
     EFV12,470$445 03/31/2020
South State Corp12,452$444 03/31/2020
     EFV12,452$444 03/31/2020
Goldstein Munger & Associates12,033$429 03/31/2020
     EFV12,033$429 03/31/2020
Segall Bryant & Hamill LLC11,886$427 03/31/2020
     EFV11,886$427 03/31/2020
Comerica Bank11,577$418 03/31/2020
     EFV11,577$418 03/31/2020
Private Advisor Group LLC11,048$394 03/31/2020
     EFV11,048$394 03/31/2020
OLD Mission Capital LLC10,991$392 03/31/2020
     EFV10,991$392 03/31/2020
Brown Advisory Inc.10,839$387 03/31/2020
     EFV10,839$387 03/31/2020
Arete Wealth Management LLC10,845$387 03/31/2020
     EFV10,845$387 03/31/2020
Elm Partners Management LLC10,505$375 03/31/2020
     EFV10,505$375 03/31/2020
Alerus Financial NA10,408$371 03/31/2020
     EFV10,408$371 03/31/2020
Palladium Partners LLC10,336$369 03/31/2020
     EFV10,336$369 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC9,226$368 06/30/2020
     EFV9,226$368 06/30/2020
IFG Advisory LLC10,145$362 03/31/2020
     EFV10,145$362 03/31/2020
Laurel Wealth Advisors Inc.10,094$360 03/31/2020
     EFV10,094$360 03/31/2020
City Holding Co.10,000$357 03/31/2020
     EFV10,000$357 03/31/2020
Honkamp Krueger Financial Services Inc.9,388$335 03/31/2020
     EFV9,388$335 03/31/2020
V Wealth Advisors LLC9,331$333 03/31/2020
     EFV9,331$333 03/31/2020
Janney Montgomery Scott LLC9,268$331 03/31/2020
     EFV9,268$331 03/31/2020
Baker Avenue Asset Management LP9,273$330 03/31/2020
     EFV9,273$330 03/31/2020
Paracle Advisors LLC9,270$330 03/31/2020
     EFV9,270$330 03/31/2020
Wealth Architects LLC9,203$328 03/31/2020
     EFV9,203$328 03/31/2020
CIBC World Markets Inc.9,168$327 03/31/2020
     EFV9,168$327 03/31/2020
Evanson Asset Management LLC9,124$326 03/31/2020
     EFV9,124$326 03/31/2020
Key Financial Inc8,875$321 03/31/2020
     EFV8,875$321 03/31/2020
Cetera Advisors LLC8,925$319 03/31/2020
     EFV8,925$319 03/31/2020
Cetera Advisor Networks LLC8,948$319 03/31/2020
     EFV8,948$319 03/31/2020
Perigon Wealth Management LLC8,485$315 03/31/2020
     EFV8,485$315 03/31/2020
Autus Asset Management LLC8,650$309 03/31/2020
     EFV8,650$309 03/31/2020
Colony Group LLC8,498$303 03/31/2020
     EFV8,498$303 03/31/2020
Pensionmark Financial Group LLC8,404$300 03/31/2020
     EFV8,404$300 03/31/2020
First Republic Investment Management Inc.8,321$297 03/31/2020
     EFV8,321$297 03/31/2020
Family Firm Inc.8,325$297 03/31/2020
     EFV8,325$297 03/31/2020
Pinnacle Bank7,282$291 06/30/2020
     EFV7,282$291 06/30/2020
Fort Washington Investment Advisors Inc. OH8,088$289 03/31/2020
     EFV8,088$289 03/31/2020
Kingsview Wealth Management LLC7,993$285 03/31/2020
     EFV7,993$285 03/31/2020
Samalin Investment Counsel LLC7,939$283 03/31/2020
     EFV7,939$283 03/31/2020
Summit Trail Advisors LLC7,894$282 03/31/2020
     EFV7,894$282 03/31/2020
Prospera Financial Services Inc7,712$275 03/31/2020
     EFV7,712$275 03/31/2020
Tranquility Partners LLC7,702$275 03/31/2020
     EFV7,702$275 03/31/2020
Deutsche Bank AG7,570$271 03/31/2020
     EFV7,570$271 03/31/2020
First Allied Advisory Services Inc.7,541$269 03/31/2020
     EFV7,541$269 03/31/2020
Mission Wealth Management LP7,533$269 03/31/2020
     EFV7,533$269 03/31/2020
Koshinski Asset Management Inc.7,388$264 03/31/2020
     EFV7,388$264 03/31/2020
Truewealth LLC7,398$264 03/31/2020
     EFV7,398$264 03/31/2020
Principal Financial Group Inc.7,196$257 03/31/2020
     EFV7,196$257 03/31/2020
BCS Wealth Management7,208$257 03/31/2020
     EFV7,208$257 03/31/2020
Droms Strauss Advisors Inc. MO ADV7,154$256 03/31/2020
     EFV7,154$256 03/31/2020
AdvicePeriod LLC7,177$256 03/31/2020
     EFV7,177$256 03/31/2020
Sequoia Financial Advisors LLC6,936$248 03/31/2020
     EFV6,936$248 03/31/2020
Wedbush Securities Inc.6,875$245 03/31/2020
     EFV6,875$245 03/31/2020
Powell Investment Advisors LLC6,754$241 03/31/2020
     EFV6,754$241 03/31/2020
Beacon Pointe Advisors LLC6,704$240 03/31/2020
     EFV6,704$240 03/31/2020
Jaffetilchin Investment Partners LLC6,702$239 03/31/2020
     EFV6,702$239 03/31/2020
Lloyd Advisory Services LLC.6,698$239 03/31/2020
     EFV6,698$239 03/31/2020
CRA Financial Services LLC6,456$230 03/31/2020
     EFV6,456$230 03/31/2020
Signet Financial Management LLC6,226$228 03/31/2020
     EFV6,226$228 03/31/2020
LexAurum Advisors LLC6,327$226 03/31/2020
     EFV6,327$226 03/31/2020
Integrated Wealth Concepts LLC6,245$223 03/31/2020
     EFV6,245$223 03/31/2020
Moisand Fitzgerald Tamayo LLC6,177$220 03/31/2020
     EFV6,177$220 03/31/2020
First Hawaiian Bank6,132$219 03/31/2020
     EFV6,132$219 03/31/2020
Middleton & Co Inc MA6,100$218 03/31/2020
     EFV6,100$218 03/31/2020
Wesbanco Bank Inc.6,020$215 03/31/2020
     EFV6,020$215 03/31/2020
Associated Banc Corp5,776$206 03/31/2020
     EFV5,776$206 03/31/2020
Fieldpoint Private Securities LLC5,625$201 03/31/2020
     EFV5,625$201 03/31/2020
Global Retirement Partners LLC4,671$167 03/31/2020
     EFV4,671$167 03/31/2020
Assetmark Inc.4,536$162 03/31/2020
     EFV4,536$162 03/31/2020
CENTRAL TRUST Co3,851$137 03/31/2020
     EFV3,851$137 03/31/2020
BDO Wealth Advisors LLC3,533$126 03/31/2020
     EFV3,533$126 03/31/2020
Orion Portfolio Solutions LLC3,435$123 03/31/2020
     EFV3,435$123 03/31/2020
Punch & Associates Investment Management Inc.3,341$119 03/31/2020
     EFV3,341$119 03/31/2020
Allworth Financial LP3,150$112 03/31/2020
     EFV3,150$112 03/31/2020
Tower Research Capital LLC TRC 3,040$108 03/31/2020
     EFV3,040$108 03/31/2020
Ballast Advisors LLC2,909$104 03/31/2020
     EFV2,909$104 03/31/2020
Rosenberg Matthew Hamilton2,882$103 03/31/2020
     EFV2,882$103 03/31/2020
Efficient Wealth Management LLC2,790$100 03/31/2020
     EFV2,790$100 03/31/2020
Ambassador Advisors LLC2,605$93 03/31/2020
     EFV2,605$93 03/31/2020
IFP Advisors Inc2,464$90 03/31/2020
     EFV2,464$90 03/31/2020
NEXT Financial Group Inc2,488$89 03/31/2020
     EFV2,488$89 03/31/2020
Proequities Inc.2,422$86 03/31/2020
     EFV2,422$86 03/31/2020
Baldwin Brothers Inc. MA2,396$86 03/31/2020
     EFV2,396$86 03/31/2020
Squar Milner Financial Services LLC2,365$84 03/31/2020
     EFV2,365$84 03/31/2020
SYM FINANCIAL Corp1,785$64 03/31/2020
     EFV1,785$64 03/31/2020
Synovus Financial Corp1,693$60 03/31/2020
     EFV1,693$60 03/31/2020
Stralem & Co. Inc.1,662$59 03/31/2020
     EFV1,662$59 03/31/2020
Capital Analysts LLC1,625$58 03/31/2020
     EFV1,625$58 03/31/2020
Lakeview Capital Partners LLC1,621$58 03/31/2020
     EFV1,621$58 03/31/2020
Capital Investment Advisory Services LLC1,545$55 03/31/2020
     EFV1,545$55 03/31/2020
Tsfg LLC1,350$54 06/30/2020
     EFV1,350$54 06/30/2020
Legacy Bridge LLC1,525$54 03/31/2020
     EFV1,525$54 03/31/2020
LS Investment Advisors LLC1,433$51 03/31/2020
     EFV1,433$51 03/31/2020
D Orazio & Associates Inc.1,328$47 03/31/2020
     EFV1,328$47 03/31/2020
Sowa Financial Group Inc.1,314$47 03/31/2020
     EFV1,314$47 03/31/2020
Whittier Trust Co.1,200$43 03/31/2020
     EFV1,200$43 03/31/2020
Golden State Wealth Management LLC1,179$42 03/31/2020
     EFV1,179$42 03/31/2020
Wealthcare Capital Management LLC1,137$41 03/31/2020
     EFV1,137$41 03/31/2020
JNBA Financial Advisors1,124$40 03/31/2020
     EFV1,124$40 03/31/2020
Versant Capital Management Inc1,090$38 03/31/2020
     EFV1,090$38 03/31/2020
Bartlett & Co. LLC1,019$36 03/31/2020
     EFV1,019$36 03/31/2020
FinTrust Capital Advisors LLC831$30 03/31/2020
     EFV831$30 03/31/2020
Valeo Financial Advisors LLC690$26 03/31/2020
     EFV690$26 03/31/2020
CWM LLC690$25 03/31/2020
     EFV690$25 03/31/2020
Massmutual Trust Co. FSB ADV620$22 03/31/2020
     EFV620$22 03/31/2020
TD Capital Management LLC629$22 03/31/2020
     EFV629$22 03/31/2020
TCI Wealth Advisors Inc.625$22 03/31/2020
     EFV625$22 03/31/2020
Cullen Frost Bankers Inc.599$21 03/31/2020
     EFV599$21 03/31/2020
Reilly Financial Advisors LLC602$21 03/31/2020
     EFV602$21 03/31/2020
Mcmillion Capital Management Inc.540$19 03/31/2020
     EFV540$19 03/31/2020
Flagship Harbor Advisors LLC529$19 03/31/2020
     EFV529$19 03/31/2020
Lehman & Derafelo Financial Resources LLC525$19 03/31/2020
     EFV525$19 03/31/2020
Sandy Spring Bank468$17 03/31/2020
     EFV468$17 03/31/2020
Creative Financial Designs Inc. ADV410$15 03/31/2020
     EFV410$15 03/31/2020
Claraphi Advisory Network LLC358$13 03/31/2020
     EFV358$13 03/31/2020
Jacobi Capital Management LLC301$11 03/31/2020
     EFV301$11 03/31/2020
Steward Partners Investment Advisory LLC318$11 03/31/2020
     EFV318$11 03/31/2020
CVA Family Office LLC308$11 03/31/2020
     EFV308$11 03/31/2020
Kistler Tiffany Companies LLC205$10 03/31/2020
     EFV205$10 03/31/2020
Sowell Financial Services LLC243$9 03/31/2020
     EFV243$9 03/31/2020
Parallel Advisors LLC264$9 03/31/2020
     EFV264$9 03/31/2020
Weaver Consulting Group202$7 03/31/2020
     EFV202$7 03/31/2020
First Manhattan Co.180$6 03/31/2020
     EFV180$6 03/31/2020
Farmers & Merchants Investments Inc.155$6 03/31/2020
     EFV155$6 03/31/2020
Institutional & Family Asset Management LLC166$6 03/31/2020
     EFV166$6 03/31/2020
Gradient Investments LLC133$5 03/31/2020
     EFV133$5 03/31/2020
Tradewinds Capital Management LLC129$5 03/31/2020
     EFV129$5 03/31/2020
GQ Asset Management LLC152$5 03/31/2020
     EFV152$5 03/31/2020
Global Trust Asset Management LLC100$4 03/31/2020
     EFV100$4 03/31/2020
Carmichael Hill & Associates Inc.110$4 03/31/2020
     EFV110$4 03/31/2020
Firestone Capital Management100$4 03/31/2020
     EFV100$4 03/31/2020
Harbor Investment Advisory LLC73$3 03/31/2020
     EFV73$3 03/31/2020
Cutler Group LP99$3 03/31/2020
     EFV99$3 03/31/2020
McIlrath & Eck LLC90$3 03/31/2020
     EFV90$3 03/31/2020
Front Row Advisors LLC93$3 03/31/2020
     EFV93$3 03/31/2020
CBIZ Investment Advisory Services LLC92$3 03/31/2020
     EFV92$3 03/31/2020
EPG Wealth Management LLC93$3 03/31/2020
     EFV93$3 03/31/2020
Danda Trouve Investment Management Inc.84$3 03/31/2020
     EFV84$3 03/31/2020
Ameritas Investment Company LLC53$2 03/31/2020
     EFV53$2 03/31/2020
Berkshire Money Management Inc.54$2 03/31/2020
     EFV54$2 03/31/2020
Aptus Capital Advisors LLC62$2 03/31/2020
     EFV62$2 03/31/2020
Capital Asset Advisory Services LLC51$2 03/31/2020
     EFV51$2 03/31/2020
Bogart Wealth LLC53$2 03/31/2020
     EFV53$2 03/31/2020
Evoke Wealth LLC56$2 03/31/2020
     EFV56$2 03/31/2020
Royal Fund Management LLC83$2 03/31/2020
     EFV83$2 03/31/2020
Independence Bank of Kentucky36$1 03/31/2020
     EFV36$1 03/31/2020
Certified Advisory Corp10$0 03/31/2020
     EFV10$0 03/31/2020
Procyon Private Wealth Partners LLC5$0 03/31/2020
     EFV5$0 03/31/2020
Wolverine Trading LLC6,700$-243 03/31/2020
     Put6,700$243 03/31/2020

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

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