HoldingsChannel.com
Funds Holding PWV
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,414,913$133,022 03/31/2020
     PWV4,414,913$133,022 03/31/2020
PNC Financial Services Group Inc.1,242,803$37,445 03/31/2020
     PWV1,242,803$37,445 03/31/2020
Bank of America Corp DE693,548$20,897 03/31/2020
     PWV693,548$20,897 03/31/2020
UBS Group AG577,080$17,387 03/31/2020
     PWV577,080$17,387 03/31/2020
Wharton Business Group LLC526,662$15,868 03/31/2020
     PWV526,662$15,868 03/31/2020
LPL Financial LLC480,883$14,489 03/31/2020
     PWV480,883$14,489 03/31/2020
Trustcore Financial Services LLC329,707$9,934 03/31/2020
     PWV329,707$9,934 03/31/2020
Ladenburg Thalmann Financial Services Inc.190,083$7,915 12/31/2019
     PWV190,083$7,915 12/31/2019
Circle Wealth Management LLC250,916$7,560 03/31/2020
     PWV250,916$7,560 03/31/2020
Royal Bank of Canada238,875$7,197 03/31/2020
     PWV238,875$7,197 03/31/2020
Advisor Group Holdings Inc.239,474$7,071 03/31/2020
     PWV239,474$7,071 03/31/2020
Envestnet Asset Management Inc.194,159$5,850 03/31/2020
     PWV194,159$5,850 03/31/2020
Cullen Frost Bankers Inc.187,947$5,663 03/31/2020
     PWV187,947$5,663 03/31/2020
Raymond James & Associates182,219$5,490 03/31/2020
     PWV182,219$5,490 03/31/2020
Ullmann Financial Group Inc.167,894$5,058 03/31/2020
     PWV167,894$5,058 03/31/2020
Commonwealth Equity Services LLC157,187$4,736 03/31/2020
     PWV157,187$4,736 03/31/2020
Global Financial Private Capital Inc145,764$4,402 03/31/2020
     PWV145,764$4,402 03/31/2020
Advisor Group Inc.102,405$4,235 12/31/2019
     PWV102,405$4,235 12/31/2019
First Personal Financial Services120,206$3,622 03/31/2020
     PWV120,206$3,622 03/31/2020
Thrivent Financial for Lutherans97,504$2,938 03/31/2020
     PWV97,504$2,938 03/31/2020
Wells Fargo & Company MN97,182$2,928 03/31/2020
     PWV97,182$2,928 03/31/2020
Equitable Holdings Inc.86,446$2,605 03/31/2020
     PWV86,446$2,605 03/31/2020
Susquehanna International Group LLP78,670$2,370 03/31/2020
     PWV78,670$2,370 03/31/2020
Strategic Investment Advisors MI73,295$2,208 03/31/2020
     PWV73,295$2,208 03/31/2020
Condor Capital Management66,382$2,000 03/31/2020
     PWV66,382$2,000 03/31/2020
Baird Financial Group Inc.66,154$1,994 03/31/2020
     PWV66,154$1,994 03/31/2020
Citigroup Inc.64,413$1,941 03/31/2020
     PWV64,413$1,941 03/31/2020
Ameritas Investment Company LLC52,307$1,576 03/31/2020
     PWV52,307$1,576 03/31/2020
IHT Wealth Management LLC48,685$1,467 03/31/2020
     PWV48,685$1,467 03/31/2020
Riverpoint Wealth Management Holdings LLC48,634$1,465 03/31/2020
     PWV48,634$1,465 03/31/2020
Ameriprise Financial Inc.46,987$1,415 03/31/2020
     PWV46,987$1,415 03/31/2020
Cambridge Investment Research Advisors Inc.45,924$1,384 03/31/2020
     PWV45,924$1,384 03/31/2020
HighTower Advisors LLC43,468$1,315 03/31/2020
     PWV43,468$1,315 03/31/2020
Tower Research Capital LLC TRC 43,018$1,296 03/31/2020
     PWV43,018$1,296 03/31/2020
JNBA Financial Advisors41,465$1,249 03/31/2020
     PWV41,465$1,249 03/31/2020
Citadel Advisors LLC39,566$1,192 03/31/2020
     PWV39,566$1,192 03/31/2020
Consolidated Planning Corp36,715$1,106 03/31/2020
     PWV36,715$1,106 03/31/2020
Parallel Advisors LLC35,675$1,074 03/31/2020
     PWV35,675$1,074 03/31/2020
Raymond James Financial Services Advisors Inc.32,198$970 03/31/2020
     PWV32,198$970 03/31/2020
Goldman Sachs Group Inc.27,804$838 03/31/2020
     PWV27,804$838 03/31/2020
Madden Advisory Services Inc.25,990$783 03/31/2020
     PWV25,990$783 03/31/2020
Integrated Wealth Concepts LLC25,594$771 03/31/2020
     PWV25,594$771 03/31/2020
Jane Street Group LLC24,238$730 03/31/2020
     PWV24,238$730 03/31/2020
Credit Suisse AG22,436$676 03/31/2020
     PWV22,436$676 03/31/2020
Private Advisor Group LLC21,300$642 03/31/2020
     PWV21,300$642 03/31/2020
ACG Wealth14,800$612 12/31/2019
     PWV14,800$612 12/31/2019
Natixis18,974$572 03/31/2020
     PWV18,974$572 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC17,340$537 03/31/2020
     PWV17,340$537 03/31/2020
Evercore Wealth Management LLC17,782$536 03/31/2020
     PWV17,782$536 03/31/2020
Two Sigma Securities LLC17,346$523 03/31/2020
     PWV17,346$523 03/31/2020
MML Investors Services LLC17,186$518 03/31/2020
     PWV17,186$518 03/31/2020
Lakeview Capital Partners LLC16,694$503 03/31/2020
     PWV16,694$503 03/31/2020
Oppenheimer & Co. Inc.15,486$467 03/31/2020
     PWV15,486$467 03/31/2020
Western Wealth Management LLC14,897$447 03/31/2020
     PWV14,897$447 03/31/2020
Howard Wealth Management LLC14,735$443 03/31/2020
     PWV14,735$443 03/31/2020
Asset Planning Services Ltd.14,445$435 03/31/2020
     PWV14,445$435 03/31/2020
Institute for Wealth Management LLC.14,151$426 03/31/2020
     PWV14,151$426 03/31/2020
Janney Montgomery Scott LLC13,699$413 03/31/2020
     PWV13,699$413 03/31/2020
Proequities Inc.12,554$378 03/31/2020
     PWV12,554$378 03/31/2020
Bedel Financial Consulting Inc.12,540$378 03/31/2020
     PWV12,540$378 03/31/2020
Creative Planning10,967$330 03/31/2020
     PWV10,967$330 03/31/2020
First Allied Advisory Services Inc.10,638$321 03/31/2020
     PWV10,638$321 03/31/2020
Cetera Advisor Networks LLC10,617$320 03/31/2020
     PWV10,617$320 03/31/2020
Stifel Financial Corp10,179$307 03/31/2020
     PWV10,179$307 03/31/2020
Harborview Advisors LLC10,091$304 03/31/2020
     PWV10,091$304 03/31/2020
V Wealth Advisors LLC9,415$284 03/31/2020
     PWV9,415$284 03/31/2020
Kays Financial Advisory Corp ADV9,388$283 03/31/2020
     PWV9,388$283 03/31/2020
Advisory Resource Group8,866$267 03/31/2020
     PWV8,866$267 03/31/2020
Prospera Financial Services Inc8,786$265 03/31/2020
     PWV8,786$265 03/31/2020
Cornerstone Wealth Management LLC8,386$253 03/31/2020
     PWV8,386$253 03/31/2020
Stephens Inc. AR8,178$246 03/31/2020
     PWV8,178$246 03/31/2020
Benjamin F. Edwards & Company Inc.8,153$246 03/31/2020
     PWV8,153$246 03/31/2020
Wellesley Investment Partners LLC7,472$225 03/31/2020
     PWV7,472$225 03/31/2020
Armbruster Capital Management Inc.7,344$221 03/31/2020
     PWV7,344$221 03/31/2020
LexAurum Advisors LLC7,190$217 03/31/2020
     PWV7,190$217 03/31/2020
US Bancorp DE6,633$200 03/31/2020
     PWV6,633$200 03/31/2020
MCF Advisors LLC6,500$196 03/31/2020
     PWV6,500$196 03/31/2020
Signaturefd LLC4,118$124 03/31/2020
     PWV4,118$124 03/31/2020
Sullivan Bruyette Speros & Blaney LLC3,818$115 03/31/2020
     PWV3,818$115 03/31/2020
Flagship Harbor Advisors LLC3,252$98 03/31/2020
     PWV3,252$98 03/31/2020
Institutional & Family Asset Management LLC2,500$75 03/31/2020
     PWV2,500$75 03/31/2020
MUFG Americas Holdings Corp2,407$73 03/31/2020
     PWV2,407$73 03/31/2020
Rowland Carmichael Advisors Inc. ADV2,386$72 03/31/2020
     PWV2,386$72 03/31/2020
Northwestern Mutual Wealth Management Co.1,882$57 03/31/2020
     PWV1,882$57 03/31/2020
Focused Wealth Management Inc1,731$52 03/31/2020
     PWV1,731$52 03/31/2020
Claraphi Advisory Network LLC1,650$50 03/31/2020
     PWV1,650$50 03/31/2020
Beacon Capital Management Inc.1,639$49 03/31/2020
     PWV1,639$49 03/31/2020
Glenmede Trust Co. NA1,043$43 03/31/2020
     PWV1,043$43 03/31/2020
Steward Partners Investment Advisory LLC1,455$43 03/31/2020
     PWV1,455$43 03/31/2020
Global Retirement Partners LLC1,200$36 03/31/2020
     PWV1,200$36 03/31/2020
FMR LLC1,158$35 03/31/2020
     PWV1,158$35 03/31/2020
Pinnacle Bank1,072$32 03/31/2020
     PWV1,072$32 03/31/2020
Whittier Trust Co. of Nevada Inc.952$29 03/31/2020
     PWV952$29 03/31/2020
NEXT Financial Group Inc932$28 03/31/2020
     PWV932$28 03/31/2020
CWM LLC811$24 03/31/2020
     PWV811$24 03/31/2020
Carroll Financial Associates Inc.789$23 03/31/2020
     PWV789$23 03/31/2020
Capital Investment Advisory Services LLC760$23 03/31/2020
     PWV760$23 03/31/2020
Truewealth LLC658$20 03/31/2020
     PWV658$20 03/31/2020
Bank of Montreal Can600$18 03/31/2020
     PWV600$18 03/31/2020
Patriot Financial Group Insurance Agency LLC490$15 03/31/2020
     PWV490$15 03/31/2020
Braun Bostich & Associates Inc.525$15 03/31/2020
     PWV525$15 03/31/2020
Sandy Spring Bank445$13 03/31/2020
     PWV445$13 03/31/2020
Capital Advisory Group Advisory Services LLC420$13 03/31/2020
     PWV420$13 03/31/2020
Arkadios Wealth Advisors390$12 03/31/2020
     PWV390$12 03/31/2020
Farmers & Merchants Investments Inc.320$10 03/31/2020
     PWV320$10 03/31/2020
Royal Fund Management LLC350$10 03/31/2020
     PWV350$10 03/31/2020
Assetmark Inc.202$6 03/31/2020
     PWV202$6 03/31/2020
Sound Income Strategies LLC200$6 03/31/2020
     PWV200$6 03/31/2020
Blair William & Co. IL156$5 03/31/2020
     PWV156$5 03/31/2020
Optimum Investment Advisors150$5 03/31/2020
     PWV150$5 03/31/2020
Capital Asset Advisory Services LLC92$3 03/31/2020
     PWV92$3 03/31/2020
McIlrath & Eck LLC100$3 03/31/2020
     PWV100$3 03/31/2020
Orion Portfolio Solutions LLC106$3 03/31/2020
     PWV106$3 03/31/2020
IFP Advisors Inc0$0 03/31/2020
     PWV0$0 03/31/2020

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

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