HoldingsChannel.com
Funds Holding SHM
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE13,830,503$676,312 03/31/2020
     SHM13,830,503$676,312 03/31/2020
Morgan Stanley6,353,306$310,677 03/31/2020
     SHM6,353,306$310,677 03/31/2020
Raymond James & Associates4,156,652$203,261 03/31/2020
     SHM4,156,652$203,261 03/31/2020
Envestnet Asset Management Inc.3,096,752$151,431 03/31/2020
     SHM3,096,752$151,431 03/31/2020
Mercer Global Advisors Inc. ADV2,054,125$100,447 03/31/2020
     SHM2,054,125$100,447 03/31/2020
Wells Fargo & Company MN2,000,744$97,837 03/31/2020
     SHM2,000,744$97,837 03/31/2020
Northwestern Mutual Wealth Management Co.1,475,708$72,162 03/31/2020
     SHM1,475,708$72,162 03/31/2020
Biltmore Wealth Management LLC1,338,843$65,751 03/31/2020
     SHM1,338,843$65,751 03/31/2020
PNC Financial Services Group Inc.1,233,158$60,301 03/31/2020
     SHM1,233,158$60,301 03/31/2020
Citigroup Inc.1,171,108$57,268 03/31/2020
     SHM1,171,108$57,268 03/31/2020
Ameriprise Financial Inc.1,093,606$53,573 03/31/2020
     SHM1,093,606$53,573 03/31/2020
Goldman Sachs Group Inc.1,066,897$52,171 03/31/2020
     SHM1,066,897$52,171 03/31/2020
Commonwealth Equity Services LLC994,551$48,633 03/31/2020
     SHM994,551$48,633 03/31/2020
Bailard Inc.900,554$44,037 03/31/2020
     SHM900,554$44,037 03/31/2020
Caprin Asset Management LLC ADV859,833$42,046 03/31/2020
     SHM859,833$42,046 03/31/2020
Jane Street Group LLC787,663$38,517 03/31/2020
     SHM787,663$38,517 03/31/2020
UBS Group AG749,927$36,672 03/31/2020
     SHM749,927$36,672 03/31/2020
Stifel Financial Corp540,759$26,441 03/31/2020
     SHM540,759$26,441 03/31/2020
Advisor Group Holdings Inc.534,334$25,632 03/31/2020
     SHM534,334$25,632 03/31/2020
Trustmark National Bank Trust Department506,478$24,767 03/31/2020
     SHM506,478$24,767 03/31/2020
Adviser Investments LLC458,516$22,421 03/31/2020
     SHM458,516$22,421 03/31/2020
Truist Financial Corp448,873$21,950 03/31/2020
     SHM448,873$21,950 03/31/2020
AJ Wealth Strategies LLC413,393$20,215 03/31/2020
     SHM413,393$20,215 03/31/2020
ETRADE Capital Management LLC406,298$19,868 03/31/2020
     SHM406,298$19,868 03/31/2020
Raymond James Financial Services Advisors Inc.401,105$19,614 03/31/2020
     SHM401,105$19,614 03/31/2020
People s United Financial Inc.397,111$19,419 03/31/2020
     SHM397,111$19,419 03/31/2020
Financial Engines Advisors L.L.C.389,248$19,035 03/31/2020
     SHM389,248$19,035 03/31/2020
GenTrust LLC382,828$18,720 03/31/2020
     SHM382,828$18,720 03/31/2020
M&T Bank Corp378,573$18,511 03/31/2020
     SHM378,573$18,511 03/31/2020
Chatham Capital Group Inc.316,203$15,462 03/31/2020
     SHM316,203$15,462 03/31/2020
United Services Automobile Association289,883$14,303 03/31/2020
     SHM289,883$14,303 03/31/2020
Nicolet Advisory Services LLC286,277$13,999 03/31/2020
     SHM286,277$13,999 03/31/2020
Sei Investments Co.270,568$13,229 03/31/2020
     SHM270,568$13,229 03/31/2020
LPL Financial LLC246,518$12,055 03/31/2020
     SHM246,518$12,055 03/31/2020
APCM Wealth Management for Individuals244,356$11,949 03/31/2020
     SHM244,356$11,949 03/31/2020
Captrust Financial Advisors240,052$11,619 03/31/2020
     SHM240,052$11,619 03/31/2020
Crestwood Advisors Group LLC225,140$11,009 03/31/2020
     SHM225,140$11,009 03/31/2020
Avantax Advisory Services Inc.224,514$10,987 03/31/2020
     SHM224,514$10,987 03/31/2020
Lenox Wealth Advisors LLC200,609$9,810 03/31/2020
     SHM200,609$9,810 03/31/2020
Royal Bank of Canada180,896$8,847 03/31/2020
     SHM180,896$8,847 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management179,345$8,770 03/31/2020
     SHM179,345$8,770 03/31/2020
Bank of Montreal Can181,123$8,737 03/31/2020
     SHM181,123$8,737 03/31/2020
Ladenburg Thalmann Financial Services Inc.176,123$8,651 12/31/2019
     SHM176,123$8,651 12/31/2019
Smithfield Trust Co.165,324$8,085 03/31/2020
     SHM165,324$8,085 03/31/2020
BBVA USA Bancshares Inc.161,534$7,899 03/31/2020
     SHM161,534$7,899 03/31/2020
Manning & Napier Group LLC161,435$7,894 03/31/2020
     SHM161,435$7,894 03/31/2020
GWM Advisors LLC160,711$7,859 03/31/2020
     SHM160,711$7,859 03/31/2020
Eagle Ridge Investment Management159,445$7,797 03/31/2020
     SHM159,445$7,797 03/31/2020
Assetmark Inc.152,244$7,445 03/31/2020
     SHM152,244$7,445 03/31/2020
CX Institutional146,800$7,179 03/31/2020
     SHM146,800$7,179 03/31/2020
Condor Capital Management141,644$6,926 03/31/2020
     SHM141,644$6,926 03/31/2020
Advisor Group Inc.136,240$6,692 12/31/2019
     SHM136,240$6,692 12/31/2019
Staley Capital Advisers Inc.132,365$6,473 03/31/2020
     SHM132,365$6,473 03/31/2020
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.131,689$6,440 03/31/2020
     SHM131,689$6,440 03/31/2020
United Capital Financial Advisers LLC125,609$6,142 03/31/2020
     SHM125,609$6,142 03/31/2020
Kathmere Capital Management LLC124,783$6,102 03/31/2020
     SHM124,783$6,102 03/31/2020
Aua Capital Management LLC123,950$6,061 03/31/2020
     SHM123,950$6,061 03/31/2020
BDO Wealth Advisors LLC118,531$5,796 03/31/2020
     SHM118,531$5,796 03/31/2020
Derby & Company Inc.118,415$5,790 03/31/2020
     SHM118,415$5,790 03/31/2020
James Investment Research Inc.118,373$5,788 03/31/2020
     SHM118,373$5,788 03/31/2020
Buckingham Asset Management LLC116,878$5,715 03/31/2020
     SHM116,878$5,715 03/31/2020
Resources Investment Advisors LLC.115,966$5,700 03/31/2020
     SHM115,966$5,700 03/31/2020
Brinker Capital Inc.113,407$5,546 03/31/2020
     SHM113,407$5,546 03/31/2020
Capital Analysts LLC111,871$5,471 03/31/2020
     SHM111,871$5,471 03/31/2020
Karpus Management Inc.106,226$5,194 03/31/2020
     SHM106,226$5,194 03/31/2020
Taylor Cottrill Erickson & Associates Inc.98,290$4,806 03/31/2020
     SHM98,290$4,806 03/31/2020
Renaissance Technologies LLC97,900$4,787 03/31/2020
     SHM97,900$4,787 03/31/2020
Bragg Financial Advisors Inc96,156$4,702 03/31/2020
     SHM96,156$4,702 03/31/2020
Allworth Financial LP95,986$4,694 03/31/2020
     SHM95,986$4,694 03/31/2020
Allen Investment Management LLC92,716$4,534 03/31/2020
     SHM92,716$4,534 03/31/2020
Janney Capital Management LLC92,381$4,517 03/31/2020
     SHM92,381$4,517 03/31/2020
Parkside Investments LLC91,884$4,493 03/31/2020
     SHM91,884$4,493 03/31/2020
Astoria Strategic Wealth Inc.88,628$4,334 03/31/2020
     SHM88,628$4,334 03/31/2020
Country Club Trust Company n.a.87,954$4,313 03/31/2020
     SHM87,954$4,313 03/31/2020
CLS Investments LLC87,718$4,289 03/31/2020
     SHM87,718$4,289 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC87,113$4,278 12/31/2019
     SHM87,113$4,278 12/31/2019
Pacific Edge Advisors LLC86,150$4,213 03/31/2020
     SHM86,150$4,213 03/31/2020
Leisure Capital Management83,857$4,101 03/31/2020
     SHM83,857$4,101 03/31/2020
Gateway Advisory LLC81,577$3,989 03/31/2020
     SHM81,577$3,989 03/31/2020
Janney Montgomery Scott LLC80,058$3,915 03/31/2020
     SHM80,058$3,915 03/31/2020
Cambridge Investment Research Advisors Inc.79,633$3,894 03/31/2020
     SHM79,633$3,894 03/31/2020
Chesley Taft & Associates LLC79,014$3,864 03/31/2020
     SHM79,014$3,864 03/31/2020
New England Asset Management Inc.78,582$3,843 03/31/2020
     SHM78,582$3,843 03/31/2020
Orion Portfolio Solutions LLC78,520$3,840 03/31/2020
     SHM78,520$3,840 03/31/2020
SRS Capital Advisors Inc.77,213$3,776 03/31/2020
     SHM77,213$3,776 03/31/2020
Hancock Whitney Corp76,979$3,764 03/31/2020
     SHM76,979$3,764 03/31/2020
XML Financial LLC76,845$3,758 03/31/2020
     SHM76,845$3,758 03/31/2020
Moneywise Inc.76,622$3,747 03/31/2020
     SHM76,622$3,747 03/31/2020
BSW Wealth Partners72,875$3,564 03/31/2020
     SHM72,875$3,564 03/31/2020
Summit Trail Advisors LLC70,000$3,423 03/31/2020
     SHM70,000$3,423 03/31/2020
PrairieView Partners LLC69,660$3,406 03/31/2020
     SHM69,660$3,406 03/31/2020
MML Investors Services LLC69,312$3,389 03/31/2020
     SHM69,312$3,389 03/31/2020
Apella Capital LLC68,045$3,327 03/31/2020
     SHM68,045$3,327 03/31/2020
Curbstone Financial Management Corp67,974$3,324 03/31/2020
     SHM67,974$3,324 03/31/2020
Capital One National Association66,242$3,253 12/31/2019
     SHM66,242$3,253 12/31/2019
Cullen Frost Bankers Inc.64,682$3,163 03/31/2020
     SHM64,682$3,163 03/31/2020
StrategIQ Financial Group LLC61,057$2,986 03/31/2020
     SHM61,057$2,986 03/31/2020
Ameraudi Asset Management Inc.60,420$2,955 03/31/2020
     SHM60,420$2,955 03/31/2020
Capital One Financial Corp60,316$2,949 03/31/2020
     SHM60,316$2,949 03/31/2020
Eagle Global Advisors LLC59,289$2,899 03/31/2020
     SHM59,289$2,899 03/31/2020
Alaska Permanent Capital Management58,140$2,843 03/31/2020
     SHM58,140$2,843 03/31/2020
Rockefeller Capital Management L.P.57,786$2,825 03/31/2020
     SHM57,786$2,825 03/31/2020
Private Advisor Group LLC55,710$2,724 03/31/2020
     SHM55,710$2,724 03/31/2020
FSA Wealth Management LLC54,813$2,680 03/31/2020
     SHM54,813$2,680 03/31/2020
Kwmg LLC53,381$2,610 03/31/2020
     SHM53,381$2,610 03/31/2020
Meritage Portfolio Management53,339$2,608 03/31/2020
     SHM53,339$2,608 03/31/2020
ARGI Investment Services LLC52,943$2,589 03/31/2020
     SHM52,943$2,589 03/31/2020
Lake Street Financial LLC52,934$2,588 03/31/2020
     SHM52,934$2,588 03/31/2020
McAdam LLC49,784$2,434 03/31/2020
     SHM49,784$2,434 03/31/2020
HighTower Advisors LLC48,924$2,392 03/31/2020
     SHM48,924$2,392 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC48,207$2,357 03/31/2020
     SHM48,207$2,357 03/31/2020
Riversedge Advisors LLC48,195$2,357 03/31/2020
     SHM48,195$2,357 03/31/2020
Citadel Advisors LLC47,011$2,299 03/31/2020
     SHM47,011$2,299 03/31/2020
MBM Wealth Consultants LLC46,061$2,252 03/31/2020
     SHM46,061$2,252 03/31/2020
RiverGlades Family Offices LLC45,954$2,247 03/31/2020
     SHM45,954$2,247 03/31/2020
Symmetry Partners LLC45,779$2,239 03/31/2020
     SHM45,779$2,239 03/31/2020
Lincoln National Corp45,660$2,233 03/31/2020
     SHM45,660$2,233 03/31/2020
Independence Advisors LLC44,850$2,193 03/31/2020
     SHM44,850$2,193 03/31/2020
Pinnacle Financial Partners Inc.44,747$2,189 03/31/2020
     SHM44,747$2,189 03/31/2020
Level Four Advisory Services LLC43,643$2,142 03/31/2020
     SHM43,643$2,142 03/31/2020
Managed Account Services Inc.43,834$2,124 03/31/2020
     SHM43,834$2,124 03/31/2020
Financial Management Professionals Inc.41,322$2,021 03/31/2020
     SHM41,322$2,021 03/31/2020
First Allied Advisory Services Inc.40,762$1,993 03/31/2020
     SHM40,762$1,993 03/31/2020
Comerica Bank39,432$1,931 03/31/2020
     SHM39,432$1,931 03/31/2020
Lazard Asset Management LLC39,465$1,929 03/31/2020
     SHM39,465$1,929 03/31/2020
OLD National Bancorp IN38,734$1,895 03/31/2020
     SHM38,734$1,895 03/31/2020
Sadoff Investment Management LLC38,725$1,894 03/31/2020
     SHM38,725$1,894 03/31/2020
Moseley Investment Management Inc.38,364$1,876 03/31/2020
     SHM38,364$1,876 03/31/2020
Aveo Capital Partners LLC38,354$1,876 03/31/2020
     SHM38,354$1,876 03/31/2020
Boston Private Wealth LLC37,870$1,852 03/31/2020
     SHM37,870$1,852 03/31/2020
JPMorgan Chase & Co.37,645$1,841 03/31/2020
     SHM37,645$1,841 03/31/2020
Tiedemann Advisors LLC36,757$1,797 03/31/2020
     SHM36,757$1,797 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC36,051$1,763 03/31/2020
     SHM36,051$1,763 03/31/2020
Raymond James Trust N.A.34,643$1,694 03/31/2020
     SHM34,643$1,694 03/31/2020
Legacy Wealth Partners Inc.34,109$1,668 03/31/2020
     SHM34,109$1,668 03/31/2020
Alliancebernstein L.P.33,825$1,654 03/31/2020
     SHM33,825$1,654 03/31/2020
Financial Advisory Service Inc.33,749$1,650 03/31/2020
     SHM33,749$1,650 03/31/2020
Smart Money Group LLC32,400$1,584 03/31/2020
     SHM32,400$1,584 03/31/2020
Altfest L J & Co. Inc.31,245$1,528 03/31/2020
     SHM31,245$1,528 03/31/2020
Fifth Third Bancorp31,202$1,526 03/31/2020
     SHM31,202$1,526 03/31/2020
Mather Group LLC.30,600$1,496 03/31/2020
     SHM30,600$1,496 03/31/2020
Boston Standard Wealth Management LLC30,117$1,456 03/31/2020
     SHM30,117$1,456 03/31/2020
DAVENPORT & Co LLC29,738$1,454 03/31/2020
     SHM29,738$1,454 03/31/2020
Wealthcare Advisory Partners LLC29,726$1,454 03/31/2020
     SHM29,726$1,454 03/31/2020
Altavista Wealth Management Inc.29,528$1,444 03/31/2020
     SHM29,528$1,444 03/31/2020
Estate Counselors LLC27,910$1,365 03/31/2020
     SHM27,910$1,365 03/31/2020
Pettinga Financial Advisors LLC27,210$1,331 03/31/2020
     SHM27,210$1,331 03/31/2020
Strategic Family Wealth Counselors L.L.C.27,033$1,322 03/31/2020
     SHM27,033$1,322 03/31/2020
Lido Advisors LLC26,655$1,303 03/31/2020
     SHM26,655$1,303 03/31/2020
ST Germain D J Co. Inc.26,140$1,278 03/31/2020
     SHM26,140$1,278 03/31/2020
Strategic Wealth Partners Ltd.25,910$1,272 03/31/2020
     SHM25,910$1,272 03/31/2020
HM Payson & Co.25,410$1,248 12/31/2019
     SHM25,410$1,248 12/31/2019
Commerce Bank25,370$1,240 03/31/2020
     SHM25,370$1,240 03/31/2020
Dubuque Bank & Trust Co.25,195$1,232 03/31/2020
     SHM25,195$1,232 03/31/2020
USAdvisors Wealth Management LLC25,186$1,232 03/31/2020
     SHM25,186$1,232 03/31/2020
McNaughton Wealth Management LLC25,154$1,230 03/31/2020
     SHM25,154$1,230 03/31/2020
Dorsey & Whitney Trust CO LLC24,308$1,189 03/31/2020
     SHM24,308$1,189 03/31/2020
SJA Financial Advisory LLC23,919$1,170 03/31/2020
     SHM23,919$1,170 03/31/2020
Arden Trust Co23,881$1,168 03/31/2020
     SHM23,881$1,168 03/31/2020
Biltmore Capital Advisors LLC23,812$1,164 03/31/2020
     SHM23,812$1,164 03/31/2020
Leavell Investment Management Inc.23,733$1,161 03/31/2020
     SHM23,733$1,161 03/31/2020
Usca Ria LLC23,359$1,142 03/31/2020
     SHM23,359$1,142 03/31/2020
Stratos Wealth Partners LTD.23,287$1,139 03/31/2020
     SHM23,287$1,139 03/31/2020
Covington Capital Management22,750$1,112 03/31/2020
     SHM22,750$1,112 03/31/2020
Parallel Advisors LLC22,194$1,085 03/31/2020
     SHM22,194$1,085 03/31/2020
Dynamic Advisor Solutions LLC22,107$1,081 03/31/2020
     SHM22,107$1,081 03/31/2020
Baird Financial Group Inc.22,026$1,077 03/31/2020
     SHM22,026$1,077 03/31/2020
Sontag Advisory LLC20,925$1,023 03/31/2020
     SHM20,925$1,023 03/31/2020
N.E.W. Advisory Services LLC20,551$1,011 12/31/2019
     SHM20,551$1,011 12/31/2019
Sage Financial Group Inc.20,520$1,003 03/31/2020
     SHM20,520$1,003 03/31/2020
Signet Financial Management LLC20,188$996 03/31/2020
     SHM20,188$996 03/31/2020
Proffitt & Goodson Inc.20,058$981 03/31/2020
     SHM20,058$981 03/31/2020
Disciplined Investments LLC19,923$974 03/31/2020
     SHM19,923$974 03/31/2020
Regal Investment Advisors LLC19,673$962 03/31/2020
     SHM19,673$962 03/31/2020
Country Trust Bank19,633$960 03/31/2020
     SHM19,633$960 03/31/2020
MidWestOne Financial Group Inc.19,029$931 03/31/2020
     SHM19,029$931 03/31/2020
Westover Capital Advisors LLC18,892$924 03/31/2020
     SHM18,892$924 03/31/2020
Vivaldi Capital Management LLC18,773$918 03/31/2020
     SHM18,773$918 03/31/2020
EP Wealth Advisors LLC18,708$915 03/31/2020
     SHM18,708$915 03/31/2020
Northwest Wealth Management LLC18,640$911 03/31/2020
     SHM18,640$911 03/31/2020
Westside Investment Management Inc.18,582$908 03/31/2020
     SHM18,582$908 03/31/2020
Blair William & Co. IL18,295$895 03/31/2020
     SHM18,295$895 03/31/2020
Personal Wealth Partners18,035$882 03/31/2020
     SHM18,035$882 03/31/2020
FMR LLC17,985$879 03/31/2020
     SHM17,985$879 03/31/2020
Dakota Wealth Management16,175$791 03/31/2020
     SHM16,175$791 03/31/2020
Magnus Financial Group LLC16,108$788 03/31/2020
     SHM16,108$788 03/31/2020
Nixon Peabody Trust Co.15,500$758 03/31/2020
     SHM15,500$758 03/31/2020
Wedbush Securities Inc.15,396$753 03/31/2020
     SHM15,396$753 03/31/2020
Occidental Asset Management LLC15,400$753 03/31/2020
     SHM15,400$753 03/31/2020
Bessemer Group Inc.15,325$749 03/31/2020
     SHM15,325$749 03/31/2020
Blue Square Asset Management LLC15,157$741 03/31/2020
     SHM15,157$741 03/31/2020
Nachman Norwood & Parrott Inc15,124$740 03/31/2020
     SHM15,124$740 03/31/2020
Atria Investments LLC14,961$732 03/31/2020
     SHM14,961$732 03/31/2020
PagnatoKarp Partners LLC14,782$723 03/31/2020
     SHM14,782$723 03/31/2020
First United Bank Trust14,635$716 03/31/2020
     SHM14,635$716 03/31/2020
Signature Wealth Management Group14,561$712 03/31/2020
     SHM14,561$712 03/31/2020
Columbus Macro LLC14,137$691 03/31/2020
     SHM14,137$691 03/31/2020
Glenview Trust Co14,040$687 03/31/2020
     SHM14,040$687 03/31/2020
Ackerman Capital Advisors LLC13,797$678 12/31/2019
     SHM13,797$678 12/31/2019
Pasadena Private Wealth LLC13,454$659 03/31/2020
     SHM13,454$659 03/31/2020
First Trust Advisors LP13,378$654 03/31/2020
     SHM13,378$654 03/31/2020
Advisors Preferred LLC13,190$645 03/31/2020
     SHM13,190$645 03/31/2020
Strategic Financial Services Inc 13,025$637 03/31/2020
     SHM13,025$637 03/31/2020
Pinnacle Associates Ltd.12,792$626 03/31/2020
     SHM12,792$626 03/31/2020
Pinnacle Wealth Management Advisory Group LLC12,792$626 03/31/2020
     SHM12,792$626 03/31/2020
One Capital Management LLC12,591$616 03/31/2020
     SHM12,591$616 03/31/2020
Fiduciary Group LLC12,551$614 03/31/2020
     SHM12,551$614 03/31/2020
Wealthspire Advisors L.P.12,537$613 03/31/2020
     SHM12,537$613 03/31/2020
Mattern Wealth Management LLC12,376$605 03/31/2020
     SHM12,376$605 03/31/2020
Great Point Wealth Advisors LLC12,344$603 03/31/2020
     SHM12,344$603 03/31/2020
First Citizens Bank & Trust Co.12,275$601 03/31/2020
     SHM12,275$601 03/31/2020
Arete Wealth Management LLC12,070$590 03/31/2020
     SHM12,070$590 03/31/2020
Cetera Advisor Networks LLC11,996$587 03/31/2020
     SHM11,996$587 03/31/2020
Nations Financial Group Inc. IA ADV11,831$579 03/31/2020
     SHM11,831$579 03/31/2020
We Are One Seven LLC11,847$579 03/31/2020
     SHM11,847$579 03/31/2020
Capital Advisors Ltd. LLC11,805$577 03/31/2020
     SHM11,805$577 03/31/2020
Hengehold Capital Management LLC11,683$571 03/31/2020
     SHM11,683$571 03/31/2020
Bfsg LLC11,252$550 03/31/2020
     SHM11,252$550 03/31/2020
Traverso Chambers Private Wealth Management LLC11,255$550 03/31/2020
     SHM11,255$550 03/31/2020
Advisory Services Network LLC11,167$546 03/31/2020
     SHM11,167$546 03/31/2020
Keybank National Association OH11,140$545 03/31/2020
     SHM11,140$545 03/31/2020
Creative Planning11,059$541 03/31/2020
     SHM11,059$541 03/31/2020
Principal Financial Group Inc.11,019$539 03/31/2020
     SHM11,019$539 03/31/2020
Naples Global Advisors LLC10,604$519 03/31/2020
     SHM10,604$519 03/31/2020
Buckingham Capital Management Inc.10,570$517 03/31/2020
     SHM10,570$517 03/31/2020
Rock Point Advisors LLC10,550$516 03/31/2020
     SHM10,550$516 03/31/2020
Mutual Advisors LLC10,522$515 03/31/2020
     SHM10,522$515 03/31/2020
BerganKDV Wealth Management LLC10,488$513 03/31/2020
     SHM10,488$513 03/31/2020
Howard Wealth Management LLC10,460$511 03/31/2020
     SHM10,460$511 03/31/2020
AMG National Trust Bank10,410$509 03/31/2020
     SHM10,410$509 03/31/2020
McNamara Financial Services Inc.10,416$509 03/31/2020
     SHM10,416$509 03/31/2020
CMH Wealth Management LLC10,400$509 03/31/2020
     SHM10,400$509 03/31/2020
IFP Advisors Inc10,332$504 03/31/2020
     SHM10,332$504 03/31/2020
Covenant Multifamily Offices LLC10,223$500 03/31/2020
     SHM10,223$500 03/31/2020
Aurora Private Wealth Inc.10,228$500 03/31/2020
     SHM10,228$500 03/31/2020
Foothills Asset Management Ltd.10,160$497 03/31/2020
     SHM10,160$497 03/31/2020
Optimum Investment Advisors10,000$489 03/31/2020
     SHM10,000$489 03/31/2020
Evensky & Katz LLC10,009$489 03/31/2020
     SHM10,009$489 03/31/2020
Castle Rock Wealth Management LLC9,850$487 03/31/2020
     SHM9,850$487 03/31/2020
Bank of New York Mellon Corp9,812$480 03/31/2020
     SHM9,812$480 03/31/2020
Bangor Savings Bank9,529$466 03/31/2020
     SHM9,529$466 03/31/2020
Cornerstone Wealth Management LLC9,347$457 03/31/2020
     SHM9,347$457 03/31/2020
Exchange Capital Management Inc.9,040$442 03/31/2020
     SHM9,040$442 03/31/2020
BCS Wealth Management8,832$432 03/31/2020
     SHM8,832$432 03/31/2020
Sigma Planning Corp8,775$429 03/31/2020
     SHM8,775$429 03/31/2020
Aft Forsyth & Company Inc.8,717$426 03/31/2020
     SHM8,717$426 03/31/2020
Cresset Asset Management LLC8,626$422 03/31/2020
     SHM8,626$422 03/31/2020
Parkside Advisors LLC8,617$421 03/31/2020
     SHM8,617$421 03/31/2020
RFG Advisory LLC8,572$419 03/31/2020
     SHM8,572$419 03/31/2020
TrinityPoint Wealth LLC8,564$419 03/31/2020
     SHM8,564$419 03/31/2020
Beacon Pointe Wealth Advisors LLC8,523$418 12/31/2019
     SHM8,523$418 12/31/2019
Laidlaw Wealth Management LLC8,435$412 03/31/2020
     SHM8,435$412 03/31/2020
CWM LLC8,411$411 03/31/2020
     SHM8,411$411 03/31/2020
Quantum Capital Management8,279$405 03/31/2020
     SHM8,279$405 03/31/2020
Wellington Shields Capital Management LLC8,000$391 03/31/2020
     SHM8,000$391 03/31/2020
Detalus Advisors LLC7,498$367 03/31/2020
     SHM7,498$367 03/31/2020
Omega Financial Group LLC7,411$362 03/31/2020
     SHM7,411$362 03/31/2020
Icon Wealth Partners LLC7,271$356 03/31/2020
     SHM7,271$356 03/31/2020
Diligent Investors LLC7,243$354 03/31/2020
     SHM7,243$354 03/31/2020
Black Diamond Financial LLC7,225$353 03/31/2020
     SHM7,225$353 03/31/2020
Ancora Advisors LLC7,062$345 03/31/2020
     SHM7,062$345 03/31/2020
Vista Investment Management6,911$338 03/31/2020
     SHM6,911$338 03/31/2020
Cypress Capital LLC6,779$333 12/31/2019
     SHM6,779$333 12/31/2019
Frontier Investment Mgmt Co.6,510$318 03/31/2020
     SHM6,510$318 03/31/2020
First Heartland Consultants Inc.6,407$313 03/31/2020
     SHM6,407$313 03/31/2020
Windsor Group LTD6,281$307 03/31/2020
     SHM6,281$307 03/31/2020
Successful Portfolios LLC6,265$306 03/31/2020
     SHM6,265$306 03/31/2020
Gradient Investments LLC6,178$302 03/31/2020
     SHM6,178$302 03/31/2020
Deutsche Bank AG6,002$294 03/31/2020
     SHM6,002$294 03/31/2020
Alesco Advisors LLC5,824$285 03/31/2020
     SHM5,824$285 03/31/2020
Integrated Wealth Concepts LLC5,816$284 03/31/2020
     SHM5,816$284 03/31/2020
Evergreen Capital Management LLC5,766$282 03/31/2020
     SHM5,766$282 03/31/2020
Howe & Rusling Inc.5,705$279 03/31/2020
     SHM5,705$279 03/31/2020
Financial Advocates Investment Management5,604$274 03/31/2020
     SHM5,604$274 03/31/2020
Millennium Management LLC5,576$273 03/31/2020
     SHM5,576$273 03/31/2020
Flow Traders U.S. LLC5,580$273 03/31/2020
     SHM5,580$273 03/31/2020
AE Wealth Management LLC5,587$273 03/31/2020
     SHM5,587$273 03/31/2020
Paulson Wealth Management Inc.5,520$271 03/31/2020
     SHM5,520$271 03/31/2020
WBH Advisory Inc.5,520$269 03/31/2020
     SHM5,520$269 03/31/2020
Valmark Advisers Inc.5,432$266 03/31/2020
     SHM5,432$266 03/31/2020
Argent Trust Co5,365$262 03/31/2020
     SHM5,365$262 03/31/2020
First Horizon Advisors Inc.5,308$259 03/31/2020
     SHM5,308$259 03/31/2020
Parsec Financial Management Inc.5,267$258 03/31/2020
     SHM5,267$258 03/31/2020
Sentinel Pension Advisors Inc.5,272$258 03/31/2020
     SHM5,272$258 03/31/2020
UMA Financial Services Inc.5,204$255 03/31/2020
     SHM5,204$255 03/31/2020
Cetera Investment Advisers5,163$252 03/31/2020
     SHM5,163$252 03/31/2020
Synovus Financial Corp5,142$250 03/31/2020
     SHM5,142$250 03/31/2020
Oarsman Capital Inc.5,043$247 03/31/2020
     SHM5,043$247 03/31/2020
Intellectus Partners LLC5,052$247 03/31/2020
     SHM5,052$247 03/31/2020
Miracle Mile Advisors LLC5,030$246 03/31/2020
     SHM5,030$246 03/31/2020
Vista Private Wealth Partners. LLC5,111$246 03/31/2020
     SHM5,111$246 03/31/2020
Cpwm LLC5,033$246 03/31/2020
     SHM5,033$246 03/31/2020
Steward Partners Investment Advisory LLC5,010$244 03/31/2020
     SHM5,010$244 03/31/2020
Modera Wealth Management LLC4,956$242 03/31/2020
     SHM4,956$242 03/31/2020
Whittier Trust Co. of Nevada Inc.4,922$241 03/31/2020
     SHM4,922$241 03/31/2020
Titus Wealth Management4,914$240 03/31/2020
     SHM4,914$240 03/31/2020
Wealth Alliance Advisory Group LLC4,892$239 03/31/2020
     SHM4,892$239 03/31/2020
Relative Value Partners Group LLC4,713$230 03/31/2020
     SHM4,713$230 03/31/2020
Calton & Associates Inc.4,669$228 03/31/2020
     SHM4,669$228 03/31/2020
TCF National Bank4,617$226 03/31/2020
     SHM4,617$226 03/31/2020
Winslow Evans & Crocker Inc.4,576$224 03/31/2020
     SHM4,576$224 03/31/2020
Lakeview Capital Partners LLC4,517$221 03/31/2020
     SHM4,517$221 03/31/2020
B. Riley Wealth Management Inc.4,463$218 03/31/2020
     SHM4,463$218 03/31/2020
Intl Fcstone Inc.4,392$215 03/31/2020
     SHM4,392$215 03/31/2020
Ausdal Financial Partners Inc.4,365$215 03/31/2020
     SHM4,365$215 03/31/2020
Brio Consultants LLC4,394$215 03/31/2020
     SHM4,394$215 03/31/2020
Bartlett & Co. LLC $213 03/31/2020
     SHM2,435$119 03/31/2020
     ETF1,873$94 03/31/2020
FLC Capital Advisors4,400$212 03/31/2020
     SHM4,400$212 03/31/2020
Cabot Wealth Management Inc.4,316$211 03/31/2020
     SHM4,316$211 03/31/2020
Greenwich Investment Management Inc.4,300$210 03/31/2020
     SHM4,300$210 03/31/2020
Tortoise Investment Management LLC4,240$207 03/31/2020
     SHM4,240$207 03/31/2020
Brookstone Capital Management4,234$207 03/31/2020
     SHM4,234$207 03/31/2020
QP Wealth Management LLC4,232$207 03/31/2020
     SHM4,232$207 03/31/2020
Beacon Pointe Advisors LLC4,204$205 03/31/2020
     SHM4,204$205 03/31/2020
SignalPoint Asset Management LLC4,139$202 03/31/2020
     SHM4,139$202 03/31/2020
BT Wealth Management LLC4,116$201 03/31/2020
     SHM4,116$201 03/31/2020
Emerald Investment Partners LLC3,875$190 03/31/2020
     SHM3,875$190 03/31/2020
Parkside Financial Bank & Trust3,792$185 03/31/2020
     SHM3,792$185 03/31/2020
Procyon Private Wealth Partners LLC3,279$160 03/31/2020
     SHM3,279$160 03/31/2020
Whittier Trust Co.3,169$155 03/31/2020
     SHM3,169$155 03/31/2020
Family Management Corp3,125$153 03/31/2020
     SHM3,125$153 03/31/2020
BlackRock Inc.3,108$152 03/31/2020
     SHM3,108$152 03/31/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,000$147 03/31/2020
     SHM3,000$147 03/31/2020
Northern Oak Wealth Management Inc.2,900$142 03/31/2020
     SHM2,900$142 03/31/2020
Stralem & Co. Inc.2,490$122 03/31/2020
     SHM2,490$122 03/31/2020
AlphaMark Advisors LLC2,486$122 03/31/2020
     SHM2,486$122 03/31/2020
US Bancorp DE2,467$121 03/31/2020
     SHM2,467$121 03/31/2020
Elmwood Wealth Management Inc.2,400$115 03/31/2020
     SHM2,400$115 03/31/2020
Belpointe Asset Management LLC2,077$102 12/31/2019
     SHM2,077$102 12/31/2019
Duncker Streett & Co. Inc.2,000$98 03/31/2020
     SHM2,000$98 03/31/2020
Private Capital Group LLC1,961$96 03/31/2020
     SHM1,961$96 03/31/2020
Proequities Inc.1,937$95 03/31/2020
     SHM1,937$95 03/31/2020
Patriot Financial Group Insurance Agency LLC1,606$79 03/31/2020
     SHM1,606$79 03/31/2020
Trustcore Financial Services LLC1,600$78 03/31/2020
     SHM1,600$78 03/31/2020
Brand Asset Management Group Inc.1,582$77 03/31/2020
     SHM1,582$77 03/31/2020
Global Retirement Partners LLC1,500$73 03/31/2020
     SHM1,500$73 03/31/2020
HHM Wealth Advisors LLC1,475$72 03/31/2020
     SHM1,475$72 03/31/2020
NWK Group Inc.1,381$68 03/31/2020
     SHM1,381$68 03/31/2020
Premise Capital LLC1,359$66 03/31/2020
     SHM1,359$66 03/31/2020
TD Capital Management LLC1,324$65 03/31/2020
     SHM1,324$65 03/31/2020
TCI Wealth Advisors Inc.1,330$65 03/31/2020
     SHM1,330$65 03/31/2020
Blume Capital Management Inc.1,348$65 03/31/2020
     SHM1,348$65 03/31/2020
NEXT Financial Group Inc1,310$64 03/31/2020
     SHM1,310$64 03/31/2020
Versant Capital Management Inc1,302$63 03/31/2020
     SHM1,302$63 03/31/2020
Delta Asset Management LLC TN1,250$61 03/31/2020
     SHM1,250$61 03/31/2020
Davis Capital Management1,238$61 03/31/2020
     SHM1,238$61 03/31/2020
Financial Architects Inc1,175$57 03/31/2020
     SHM1,175$57 03/31/2020
Quadrant Capital Group LLC1,131$55 03/31/2020
     SHM1,131$55 03/31/2020
Flagship Harbor Advisors LLC1,102$54 03/31/2020
     SHM1,102$54 03/31/2020
Ameritas Investment Company LLC1,044$51 03/31/2020
     SHM1,044$51 03/31/2020
Rosenberg Matthew Hamilton1,024$51 03/31/2020
     SHM1,024$51 03/31/2020
Ameritas Investment Partners Inc.1,025$50 03/31/2020
     SHM1,025$50 03/31/2020
Berman Capital Advisors LLC1,029$50 03/31/2020
     SHM1,029$50 03/31/2020
Allred Capital Management LLC1,021$50 03/31/2020
     SHM1,021$50 03/31/2020
JFS Wealth Advisors LLC1,000$49 03/31/2020
     SHM1,000$49 03/31/2020
Transamerica Financial Advisors Inc.918$45 03/31/2020
     SHM918$45 03/31/2020
Private Ocean LLC902$44 03/31/2020
     SHM902$44 03/31/2020
Harbor Investment Advisory LLC812$40 03/31/2020
     SHM812$40 03/31/2020
Verus Capital Partners LLC825$40 03/31/2020
     SHM825$40 03/31/2020
AllSquare Wealth Management LLC801$39 03/31/2020
     SHM801$39 03/31/2020
Bellevue Asset Management LLC800$39 03/31/2020
     SHM800$39 03/31/2020
Ballast Advisors LLC750$37 03/31/2020
     SHM750$37 03/31/2020
Accurate Investment Solutions Inc.727$36 03/31/2020
     SHM727$36 03/31/2020
Prestige Wealth Management Group LLC613$30 03/31/2020
     SHM613$30 03/31/2020
Signaturefd LLC571$28 03/31/2020
     SHM571$28 03/31/2020
CXI Advisors527$26 12/31/2019
     SHM527$26 12/31/2019
Capital Investment Advisory Services LLC500$24 03/31/2020
     SHM500$24 03/31/2020
Farmers & Merchants Investments Inc.436$21 03/31/2020
     SHM436$21 03/31/2020
McIlrath & Eck LLC427$21 03/31/2020
     SHM427$21 03/31/2020
Front Row Advisors LLC423$21 03/31/2020
     SHM423$21 03/31/2020
Kore Private Wealth LLC423$21 03/31/2020
     SHM423$21 03/31/2020
Valley National Advisers Inc.419$20 03/31/2020
     SHM419$20 03/31/2020
RPg Family Wealth Advisory LLC350$17 03/31/2020
     SHM350$17 03/31/2020
Valeo Financial Advisors LLC256$13 03/31/2020
     SHM256$13 03/31/2020
Clearbridge Investments LLC225$11 03/31/2020
     SHM225$11 03/31/2020
Stonebridge Capital Advisors LLC235$11 03/31/2020
     SHM235$11 03/31/2020
Claraphi Advisory Network LLC215$11 03/31/2020
     SHM215$11 03/31/2020
Retirement Network216$11 03/31/2020
     SHM216$11 03/31/2020
Stearns Financial Services Group210$10 03/31/2020
     SHM210$10 03/31/2020
Harwood Advisory Group LLC187$9 03/31/2020
     SHM187$9 03/31/2020
Coastal Capital Group Inc.195$9 03/31/2020
     SHM195$9 03/31/2020
First Manhattan Co.118$5 03/31/2020
     SHM118$5 03/31/2020
Alpha Windward LLC101$5 03/31/2020
     SHM101$5 03/31/2020
Tower Research Capital LLC TRC 105$5 03/31/2020
     SHM105$5 03/31/2020
Liberty Wealth Management LLC99$5 03/31/2020
     SHM99$5 03/31/2020
Corbenic Partners LLC87$4 03/31/2020
     SHM87$4 03/31/2020
Mark Sheptoff Financial Planning LLC84$4 03/31/2020
     SHM84$4 03/31/2020
Reilly Financial Advisors LLC29$1 03/31/2020
     SHM29$1 03/31/2020
Wealth Quarterback LLC30$1 03/31/2020
     SHM30$1 03/31/2020
Ellevest Inc.4$0 03/31/2020
     SHM4$0 03/31/2020

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

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