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

Quotes delayed 20 minutes

Funds Holding PWV | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.