HoldingsChannel.com
Funds Holding PWV
HolderAmountPosition Size
($ in 1000's)		 As of
Morgan Stanley3,423,187$131,211 09/30/2019
     PWV3,423,187$131,211 09/30/2019
PNC Financial Services Group Inc.1,524,592$58,437 09/30/2019
     PWV1,524,592$58,437 09/30/2019
Bank of America Corp DE756,888$29,011 09/30/2019
     PWV756,888$29,011 09/30/2019
UBS Group AG563,677$21,606 09/30/2019
     PWV563,677$21,606 09/30/2019
Wharton Business Group LLC563,467$21,598 09/30/2019
     PWV563,467$21,598 09/30/2019
Condor Capital Management370,568$14,204 09/30/2019
     PWV370,568$14,204 09/30/2019
Trustcore Financial Services LLC361,004$13,837 09/30/2019
     PWV361,004$13,837 09/30/2019
Ameriprise Financial Inc.355,946$13,644 09/30/2019
     PWV355,946$13,644 09/30/2019
LPL Financial LLC281,646$10,795 09/30/2019
     PWV281,646$10,795 09/30/2019
HighTower Advisors LLC263,942$10,111 09/30/2019
     PWV263,942$10,111 09/30/2019
Wells Fargo & Company MN253,432$9,714 09/30/2019
     PWV253,432$9,714 09/30/2019
Royal Bank of Canada248,440$9,523 09/30/2019
     PWV248,440$9,523 09/30/2019
Envestnet Asset Management Inc.213,863$8,197 09/30/2019
     PWV213,863$8,197 09/30/2019
Ladenburg Thalmann Financial Services Inc.191,718$7,349 09/30/2019
     PWV191,718$7,349 09/30/2019
Ullmann Financial Group Inc.188,514$7,226 09/30/2019
     PWV188,514$7,226 09/30/2019
Cullen Frost Bankers Inc.188,035$7,207 09/30/2019
     PWV188,035$7,207 09/30/2019
Commonwealth Equity Services LLC175,504$6,727 09/30/2019
     PWV175,504$6,727 09/30/2019
Raymond James & Associates175,498$6,727 09/30/2019
     PWV175,498$6,727 09/30/2019
Global Financial Private Capital Inc158,651$6,081 09/30/2019
     PWV158,651$6,081 09/30/2019
First Personal Financial Services138,638$5,314 09/30/2019
     PWV138,638$5,314 09/30/2019
Advisor Group Inc.105,542$4,046 09/30/2019
     PWV105,542$4,046 09/30/2019
Citigroup Inc.82,528$3,163 09/30/2019
     PWV82,528$3,163 09/30/2019
Jane Street Group LLC72,914$2,795 09/30/2019
     PWV72,914$2,795 09/30/2019
Cambridge Investment Research Advisors Inc.69,768$2,674 09/30/2019
     PWV69,768$2,674 09/30/2019
Strategic Investment Advisors MI68,030$2,618 09/30/2019
     PWV68,030$2,618 09/30/2019
Raymond James Financial Services Advisors Inc.65,972$2,529 09/30/2019
     PWV65,972$2,529 09/30/2019
Baird Financial Group Inc.63,483$2,433 09/30/2019
     PWV63,483$2,433 09/30/2019
Credit Suisse AG57,473$2,203 09/30/2019
     PWV57,473$2,203 09/30/2019
Ameritas Investment Corp56,484$2,165 09/30/2019
     PWV56,484$2,165 09/30/2019
Susquehanna International Group LLP48,344$1,853 09/30/2019
     PWV48,344$1,853 09/30/2019
JNBA Financial Advisors42,185$1,617 09/30/2019
     PWV42,185$1,617 09/30/2019
Riverpoint Wealth Management Holdings LLC40,490$1,552 09/30/2019
     PWV40,490$1,552 09/30/2019
Stifel Financial Corp28,411$1,088 09/30/2019
     PWV28,411$1,088 09/30/2019
MML Investors Services LLC26,657$1,022 09/30/2019
     PWV26,657$1,022 09/30/2019
Madden Advisory Services Inc.25,990$996 09/30/2019
     PWV25,990$996 09/30/2019
Citadel Advisors LLC24,796$950 09/30/2019
     PWV24,796$950 09/30/2019
Private Advisor Group LLC23,433$898 09/30/2019
     PWV23,433$898 09/30/2019
Integrated Wealth Concepts LLC21,768$834 09/30/2019
     PWV21,768$834 09/30/2019
Parallel Advisors LLC20,010$767 09/30/2019
     PWV20,010$767 09/30/2019
Evercore Wealth Management LLC17,782$682 09/30/2019
     PWV17,782$682 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC17,140$657 09/30/2019
     PWV17,140$657 09/30/2019
Oppenheimer & Co. Inc.16,544$634 09/30/2019
     PWV16,544$634 09/30/2019
Asset Planning Services Ltd.15,757$604 09/30/2019
     PWV15,757$604 09/30/2019
Virtu Financial LLC15,435$592 09/30/2019
     PWV15,435$592 09/30/2019
Institute for Wealth Management LLC.15,035$576 09/30/2019
     PWV15,035$576 09/30/2019
ACG Wealth14,800$567 09/30/2019
     PWV14,800$567 09/30/2019
Kays Financial Advisory Corp ADV13,989$536 09/30/2019
     PWV13,989$536 09/30/2019
Janney Montgomery Scott LLC13,624$522 09/30/2019
     PWV13,624$522 09/30/2019
Bedel Financial Consulting Inc.12,540$481 09/30/2019
     PWV12,540$481 09/30/2019
Cetera Advisor Networks LLC12,427$476 09/30/2019
     PWV12,427$476 09/30/2019
First Heartland Consultants Inc.11,998$460 09/30/2019
     PWV11,998$460 09/30/2019
US Bancorp DE11,896$456 09/30/2019
     PWV11,896$456 09/30/2019
WMS Partners LLC11,280$432 09/30/2019
     PWV11,280$432 09/30/2019
Harborview Advisors LLC10,300$395 09/30/2019
     PWV10,300$395 09/30/2019
Creative Planning9,575$367 09/30/2019
     PWV9,575$367 09/30/2019
V Wealth Advisors LLC9,457$362 09/30/2019
     PWV9,457$362 09/30/2019
Prospera Financial Services Inc8,786$337 09/30/2019
     PWV8,786$337 09/30/2019
Advisory Resource Group8,795$337 09/30/2019
     PWV8,795$337 09/30/2019
Stephens Inc. AR8,603$330 09/30/2019
     PWV8,603$330 09/30/2019
Cornerstone Wealth Management LLC8,456$324 09/30/2019
     PWV8,456$324 09/30/2019
Wellesley Investment Partners LLC8,256$316 09/30/2019
     PWV8,256$316 09/30/2019
Benjamin F. Edwards & Company Inc.8,153$313 09/30/2019
     PWV8,153$313 09/30/2019
First Allied Advisory Services Inc.7,398$281 09/30/2019
     PWV7,398$281 09/30/2019
LexAurum Advisors LLC7,140$274 09/30/2019
     PWV7,140$274 09/30/2019
MCF Advisors LLC6,500$249 09/30/2019
     PWV6,500$249 09/30/2019
Tower Research Capital LLC TRC 6,292$241 09/30/2019
     PWV6,292$241 09/30/2019
Greenleaf Trust6,234$239 09/30/2019
     PWV6,234$239 09/30/2019
Goelzer Investment Management Inc.5,918$227 09/30/2019
     PWV5,918$227 09/30/2019
Flagship Harbor Advisors LLC5,915$226 09/30/2019
     PWV5,915$226 09/30/2019
RDA Financial Network5,375$218 09/30/2019
     PWV5,375$218 09/30/2019
Natixis5,559$213 09/30/2019
     PWV5,559$213 09/30/2019
Cetera Investment Advisers5,462$209 09/30/2019
     PWV5,462$209 09/30/2019
Private Vista LLC5,226$200 09/30/2019
     PWV5,226$200 09/30/2019
Sullivan Bruyette Speros & Blaney LLC3,818$146 09/30/2019
     PWV3,818$146 09/30/2019
Northwestern Mutual Wealth Management Co.3,403$130 09/30/2019
     PWV3,403$130 09/30/2019
Signaturefd LLC3,043$117 09/30/2019
     PWV3,043$117 09/30/2019
MUFG Americas Holdings Corp2,657$102 09/30/2019
     PWV2,657$102 09/30/2019
Institutional & Family Asset Management LLC2,500$96 09/30/2019
     PWV2,500$96 09/30/2019
IFP Advisors Inc2,353$90 09/30/2019
     PWV2,353$90 09/30/2019
NEXT Financial Group Inc2,246$86 09/30/2019
     PWV2,246$86 09/30/2019
Proequities Inc.2,114$81 09/30/2019
     PWV2,114$81 09/30/2019
CWM LLC2,100$80 09/30/2019
     PWV2,100$80 09/30/2019
UBS Asset Management Americas Inc.1,855$71 09/30/2019
     PWV1,855$71 09/30/2019
Steward Partners Investment Advisory LLC1,830$70 09/30/2019
     PWV1,830$70 09/30/2019
Focused Wealth Management Inc1,705$65 09/30/2019
     PWV1,705$65 09/30/2019
Beacon Capital Management Inc.1,653$63 09/30/2019
     PWV1,653$63 09/30/2019
Claraphi Advisory Network LLC1,650$63 09/30/2019
     PWV1,650$63 09/30/2019
Truewealth LLC1,268$49 09/30/2019
     PWV1,268$49 09/30/2019
Pinnacle Bank1,250$48 09/30/2019
     PWV1,250$48 09/30/2019
Global Retirement Partners LLC1,200$46 09/30/2019
     PWV1,200$46 09/30/2019
Glenmede Trust Co. NA1,043$39 09/30/2019
     PWV1,043$39 09/30/2019
Carroll Financial Associates Inc.1,027$39 09/30/2019
     PWV1,027$39 09/30/2019
Capital Investment Advisory Services LLC760$29 09/30/2019
     PWV760$29 09/30/2019
CLS Investments LLC728$28 09/30/2019
     PWV728$28 09/30/2019
JPMorgan Chase & Co.693$27 09/30/2019
     PWV693$27 09/30/2019
Bank of Montreal Can600$23 09/30/2019
     PWV600$23 09/30/2019
Winslow Evans & Crocker Inc.500$20 09/30/2019
     PWV500$20 09/30/2019
Patriot Financial Group Insurance Agency LLC490$19 09/30/2019
     PWV490$19 09/30/2019
Sandy Spring Bank445$17 09/30/2019
     PWV445$17 09/30/2019
CENTRAL TRUST Co428$16 09/30/2019
     PWV428$16 09/30/2019
Farmers & Merchants Investments Inc.320$12 09/30/2019
     PWV320$12 09/30/2019
Sound Income Strategies LLC200$8 09/30/2019
     PWV200$8 09/30/2019
Bay Harbor Wealth Management LLC208$8 09/30/2019
     PWV208$8 09/30/2019
Rehmann Capital Advisory Group187$7 06/30/2019
     PWV187$7 06/30/2019
Blair William & Co. IL156$6 09/30/2019
     PWV156$6 09/30/2019
Optimum Investment Advisors150$6 09/30/2019
     PWV150$6 09/30/2019
Garrett Wealth Advisory Group LLC138$5 09/30/2019
     PWV138$5 09/30/2019
FMR LLC103$4 09/30/2019
     PWV103$4 09/30/2019
McIlrath & Eck LLC100$4 09/30/2019
     PWV100$4 09/30/2019
Valeo Financial Advisors LLC69$3 09/30/2019
     PWV69$3 09/30/2019

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

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