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
Envestnet Asset Management Inc.4,807,016$239,726 06/30/2020
     SHM4,807,016$239,726 06/30/2020
Raymond James & Associates4,035,070$201,229 06/30/2020
     SHM4,035,070$201,229 06/30/2020
Mercer Global Advisors Inc. ADV3,381,548$168,638 06/30/2020
     SHM3,381,548$168,638 06/30/2020
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
PNC Financial Services Group Inc.1,203,682$60,030 06/30/2020
     SHM1,203,682$60,030 06/30/2020
Citigroup Inc.1,171,108$57,268 03/31/2020
     SHM1,171,108$57,268 03/31/2020
Biltmore Wealth Management LLC1,165,746$57,005 06/30/2020
     SHM1,165,746$57,005 06/30/2020
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
UBS Group AG784,294$39,112 06/30/2020
     SHM784,294$39,112 06/30/2020
Jane Street Group LLC787,663$38,517 03/31/2020
     SHM787,663$38,517 03/31/2020
Raymond James Financial Services Advisors Inc.536,831$26,772 06/30/2020
     SHM536,831$26,772 06/30/2020
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
Truist Financial Corp448,873$21,950 03/31/2020
     SHM448,873$21,950 03/31/2020
Sunflower Bank N.A.423,589$21,123 06/30/2020
     SHM423,589$21,123 06/30/2020
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
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
Avantax Advisory Services Inc.323,021$16,107 06/30/2020
     SHM323,021$16,107 06/30/2020
Chatham Capital Group Inc.320,953$16,006 06/30/2020
     SHM320,953$16,006 06/30/2020
Adviser Investments LLC303,531$15,137 06/30/2020
     SHM303,531$15,137 06/30/2020
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.272,575$13,586 06/30/2020
     SHM272,575$13,586 06/30/2020
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
Manning & Napier Group LLC208,736$10,409 06/30/2020
     SHM208,736$10,409 06/30/2020
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
Eagle Ridge Investment Management166,359$8,296 06/30/2020
     SHM166,359$8,296 06/30/2020
Smithfield Trust Co.165,324$8,085 03/31/2020
     SHM165,324$8,085 03/31/2020
GWM Advisors LLC154,280$7,694 06/30/2020
     SHM154,280$7,694 06/30/2020
Buckingham Asset Management LLC148,817$7,421 06/30/2020
     SHM148,817$7,421 06/30/2020
Staley Capital Advisers Inc.138,581$6,911 06/30/2020
     SHM138,581$6,911 06/30/2020
BBVA USA Bancshares Inc.137,700$6,867 06/30/2020
     SHM137,700$6,867 06/30/2020
CX Institutional137,270$6,846 06/30/2020
     SHM137,270$6,846 06/30/2020
Assetmark Inc.134,937$6,729 06/30/2020
     SHM134,937$6,729 06/30/2020
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
Derby & Company Inc.123,137$6,141 06/30/2020
     SHM123,137$6,141 06/30/2020
Aua Capital Management LLC120,510$6,010 06/30/2020
     SHM120,510$6,010 06/30/2020
Condor Capital Management116,593$5,814 06/30/2020
     SHM116,593$5,814 06/30/2020
BDO Wealth Advisors LLC118,531$5,796 03/31/2020
     SHM118,531$5,796 03/31/2020
James Investment Research Inc.115,358$5,753 06/30/2020
     SHM115,358$5,753 06/30/2020
Allworth Financial LP115,077$5,739 06/30/2020
     SHM115,077$5,739 06/30/2020
Resources Investment Advisors LLC.115,966$5,700 03/31/2020
     SHM115,966$5,700 03/31/2020
Parkside Investments LLC109,264$5,448 06/30/2020
     SHM109,264$5,448 06/30/2020
Karpus Management Inc.106,226$5,194 03/31/2020
     SHM106,226$5,194 03/31/2020
Renaissance Technologies LLC97,900$4,787 03/31/2020
     SHM97,900$4,787 03/31/2020
Brinker Capital Inc.95,240$4,750 06/30/2020
     SHM95,240$4,750 06/30/2020
Bragg Financial Advisors Inc96,156$4,702 03/31/2020
     SHM96,156$4,702 03/31/2020
Allen Investment Management LLC92,716$4,624 06/30/2020
     SHM92,716$4,624 06/30/2020
Relaxing Retirement Coach91,815$4,580 06/30/2020
     SHM91,815$4,580 06/30/2020
Leisure Capital Management89,045$4,441 06/30/2020
     SHM89,045$4,441 06/30/2020
Strategic Financial Services Inc 87,270$4,352 06/30/2020
     SHM87,270$4,352 06/30/2020
CLS Investments LLC87,718$4,289 03/31/2020
     SHM87,718$4,289 03/31/2020
Janney Montgomery Scott LLC85,440$4,261 06/30/2020
     SHM85,440$4,261 06/30/2020
XML Financial LLC84,871$4,233 06/30/2020
     SHM84,871$4,233 06/30/2020
Pacific Edge Advisors LLC86,150$4,213 03/31/2020
     SHM86,150$4,213 03/31/2020
Chesley Taft & Associates LLC83,514$4,165 06/30/2020
     SHM83,514$4,165 06/30/2020
Janney Capital Management LLC83,067$4,143 06/30/2020
     SHM83,067$4,143 06/30/2020
Hancock Whitney Corp79,602$3,970 06/30/2020
     SHM79,602$3,970 06/30/2020
Lenox Wealth Advisors LLC78,527$3,916 06/30/2020
     SHM78,527$3,916 06/30/2020
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
Cullen Frost Bankers Inc.76,381$3,809 06/30/2020
     SHM76,381$3,809 06/30/2020
Capital Analysts LLC73,750$3,678 06/30/2020
     SHM73,750$3,678 06/30/2020
Cambridge Investment Research Advisors Inc.73,644$3,673 06/30/2020
     SHM73,644$3,673 06/30/2020
Lincoln National Corp73,275$3,654 06/30/2020
     SHM73,275$3,654 06/30/2020
Apella Capital LLC73,259$3,653 06/30/2020
     SHM73,259$3,653 06/30/2020
BSW Wealth Partners72,875$3,564 03/31/2020
     SHM72,875$3,564 03/31/2020
Gateway Advisory LLC71,075$3,545 06/30/2020
     SHM71,075$3,545 06/30/2020
Curbstone Financial Management Corp70,074$3,495 06/30/2020
     SHM70,074$3,495 06/30/2020
SRS Capital Advisors Inc.69,976$3,490 06/30/2020
     SHM69,976$3,490 06/30/2020
Altfest L J & Co. Inc.69,495$3,466 06/30/2020
     SHM69,495$3,466 06/30/2020
Summit Trail Advisors LLC70,000$3,423 03/31/2020
     SHM70,000$3,423 03/31/2020
MML Investors Services LLC69,312$3,389 03/31/2020
     SHM69,312$3,389 03/31/2020
Kwmg LLC67,828$3,383 06/30/2020
     SHM67,828$3,383 06/30/2020
Moneywise Inc.66,869$3,335 06/30/2020
     SHM66,869$3,335 06/30/2020
Cliftonlarsonallen Wealth Advisors LLC66,726$3,328 06/30/2020
     SHM66,726$3,328 06/30/2020
StrategIQ Financial Group LLC66,033$3,293 06/30/2020
     SHM66,033$3,293 06/30/2020
PrairieView Partners LLC65,275$3,255 06/30/2020
     SHM65,275$3,255 06/30/2020
Berman Capital Advisors LLC62,295$3,106 06/30/2020
     SHM62,295$3,106 06/30/2020
Symmetry Partners LLC61,235$3,054 06/30/2020
     SHM61,235$3,054 06/30/2020
Strategic Wealth Advisors Group LLC60,743$3,025 06/30/2020
     SHM60,743$3,025 06/30/2020
Ameraudi Asset Management Inc.60,420$3,013 06/30/2020
     SHM60,420$3,013 06/30/2020
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
Taylor Cottrill Erickson & Associates Inc.57,890$2,887 06/30/2020
     SHM57,890$2,887 06/30/2020
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
Lake Street Financial LLC56,631$2,824 06/30/2020
     SHM56,631$2,824 06/30/2020
Private Advisor Group LLC55,710$2,724 03/31/2020
     SHM55,710$2,724 03/31/2020
Meritage Portfolio Management54,069$2,696 06/30/2020
     SHM54,069$2,696 06/30/2020
FSA Wealth Management LLC54,813$2,680 03/31/2020
     SHM54,813$2,680 03/31/2020
McAdam LLC53,119$2,649 06/30/2020
     SHM53,119$2,649 06/30/2020
Dubuque Bank & Trust52,200$2,603 06/30/2020
     SHM52,200$2,603 06/30/2020
ARGI Investment Services LLC52,943$2,589 03/31/2020
     SHM52,943$2,589 03/31/2020
HighTower Advisors LLC50,351$2,508 06/30/2020
     SHM50,351$2,508 06/30/2020
JPMorgan Chase & Co.49,676$2,478 06/30/2020
     SHM49,676$2,478 06/30/2020
Estate Counselors LLC49,120$2,472 06/30/2020
     SHM49,120$2,472 06/30/2020
OLD National Bancorp IN47,363$2,362 06/30/2020
     SHM47,363$2,362 06/30/2020
Managed Account Services Inc.47,174$2,359 06/30/2020
     SHM47,174$2,359 06/30/2020
Riversedge Advisors LLC46,727$2,330 06/30/2020
     SHM46,727$2,330 06/30/2020
Citadel Advisors LLC47,011$2,299 03/31/2020
     SHM47,011$2,299 03/31/2020
MBM Wealth Consultants LLC45,740$2,281 06/30/2020
     SHM45,740$2,281 06/30/2020
Pinnacle Financial Partners Inc.45,577$2,272 06/30/2020
     SHM45,577$2,272 06/30/2020
RiverGlades Family Offices LLC45,954$2,247 03/31/2020
     SHM45,954$2,247 03/31/2020
Independence Advisors LLC44,850$2,237 06/30/2020
     SHM44,850$2,237 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC44,117$2,200 06/30/2020
     SHM44,117$2,200 06/30/2020
Mattern Wealth Management LLC40,982$2,044 06/30/2020
     SHM40,982$2,044 06/30/2020
Pettinga Financial Advisors LLC40,379$2,014 06/30/2020
     SHM40,379$2,014 06/30/2020
First Allied Advisory Services Inc.40,762$1,993 03/31/2020
     SHM40,762$1,993 03/31/2020
Raymond James Trust N.A.39,253$1,958 06/30/2020
     SHM39,253$1,958 06/30/2020
Lazard Asset Management LLC39,465$1,929 03/31/2020
     SHM39,465$1,929 03/31/2020
Sadoff Investment Management LLC38,725$1,894 03/31/2020
     SHM38,725$1,894 03/31/2020
Boston Private Wealth LLC37,775$1,884 06/30/2020
     SHM37,775$1,884 06/30/2020
Aveo Capital Partners LLC38,354$1,876 03/31/2020
     SHM38,354$1,876 03/31/2020
Biltmore Capital Advisors LLC37,321$1,861 06/30/2020
     SHM37,321$1,861 06/30/2020
Moseley Investment Management Inc.35,326$1,762 06/30/2020
     SHM35,326$1,762 06/30/2020
Wilbanks Smith & Thomas Asset Management LLC35,195$1,755 06/30/2020
     SHM35,195$1,755 06/30/2020
Country Trust Bank35,128$1,752 06/30/2020
     SHM35,128$1,752 06/30/2020
Corbenic Partners LLC34,148$1,703 06/30/2020
     SHM34,148$1,703 06/30/2020
Alliancebernstein L.P.33,825$1,654 03/31/2020
     SHM33,825$1,654 03/31/2020
Legacy Wealth Partners Inc.32,800$1,636 06/30/2020
     SHM32,800$1,636 06/30/2020
Financial Advisory Service Inc.32,192$1,605 06/30/2020
     SHM32,192$1,605 06/30/2020
Hengehold Capital Management LLC31,956$1,594 06/30/2020
     SHM31,956$1,594 06/30/2020
DAVENPORT & Co LLC30,738$1,533 06/30/2020
     SHM30,738$1,533 06/30/2020
Boston Standard Wealth Management LLC30,739$1,533 06/30/2020
     SHM30,739$1,533 06/30/2020
Mather Group LLC.30,600$1,496 03/31/2020
     SHM30,600$1,496 03/31/2020
Fifth Third Bancorp29,152$1,454 06/30/2020
     SHM29,152$1,454 06/30/2020
Altavista Wealth Management Inc.29,528$1,444 03/31/2020
     SHM29,528$1,444 03/31/2020
Dynamic Advisor Solutions LLC28,468$1,420 06/30/2020
     SHM28,468$1,420 06/30/2020
Dakota Wealth Management27,220$1,357 06/30/2020
     SHM27,220$1,357 06/30/2020
Strategic Family Wealth Counselors L.L.C.27,116$1,352 06/30/2020
     SHM27,116$1,352 06/30/2020
Wealthcare Advisory Partners LLC26,757$1,334 06/30/2020
     SHM26,757$1,334 06/30/2020
Lido Advisors LLC26,655$1,303 03/31/2020
     SHM26,655$1,303 03/31/2020
McNaughton Wealth Management LLC25,820$1,288 06/30/2020
     SHM25,820$1,288 06/30/2020
ST Germain D J Co. Inc.26,140$1,278 03/31/2020
     SHM26,140$1,278 03/31/2020
Victory Capital Management Inc.25,556$1,274 06/30/2020
     SHM25,556$1,274 06/30/2020
Commerce Bank25,370$1,265 06/30/2020
     SHM25,370$1,265 06/30/2020
USAdvisors Wealth Management LLC25,186$1,232 03/31/2020
     SHM25,186$1,232 03/31/2020
HM Payson & Co.24,798$1,213 03/31/2020
     SHM24,798$1,213 03/31/2020
Parallel Advisors LLC24,194$1,206 06/30/2020
     SHM24,194$1,206 06/30/2020
Dorsey & Whitney Trust CO LLC24,308$1,189 03/31/2020
     SHM24,308$1,189 03/31/2020
Leavell Investment Management Inc.23,809$1,187 06/30/2020
     SHM23,809$1,187 06/30/2020
SJA Financial Advisory LLC23,919$1,170 03/31/2020
     SHM23,919$1,170 03/31/2020
Arden Trust Co23,231$1,159 06/30/2020
     SHM23,231$1,159 06/30/2020
Usca Ria LLC23,359$1,142 03/31/2020
     SHM23,359$1,142 03/31/2020
Covington Capital Management22,750$1,112 03/31/2020
     SHM22,750$1,112 03/31/2020
Baird Financial Group Inc.22,026$1,077 03/31/2020
     SHM22,026$1,077 03/31/2020
Financial Management Professionals Inc.21,551$1,075 06/30/2020
     SHM21,551$1,075 06/30/2020
Regal Investment Advisors LLC21,161$1,055 06/30/2020
     SHM21,161$1,055 06/30/2020
Cresset Asset Management LLC21,064$1,050 06/30/2020
     SHM21,064$1,050 06/30/2020
Parcion Private Wealth LLC20,690$1,031 06/30/2020
     SHM20,690$1,031 06/30/2020
Sontag Advisory LLC20,925$1,023 03/31/2020
     SHM20,925$1,023 03/31/2020
Proffitt & Goodson Inc.20,058$1,000 06/30/2020
     SHM20,058$1,000 06/30/2020
Strategic Wealth Partners Ltd.20,046$1,000 06/30/2020
     SHM20,046$1,000 06/30/2020
Signet Financial Management LLC20,188$996 03/31/2020
     SHM20,188$996 03/31/2020
N.E.W. Advisory Services LLC19,903$993 06/30/2020
     SHM19,903$993 06/30/2020
Disciplined Investments LLC19,923$974 03/31/2020
     SHM19,923$974 03/31/2020
MidWestOne Financial Group Inc.19,029$931 03/31/2020
     SHM19,029$931 03/31/2020
Westside Investment Management Inc.18,610$928 06/30/2020
     SHM18,610$928 06/30/2020
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 LLC18,193$907 06/30/2020
     SHM18,193$907 06/30/2020
Personal Wealth Partners18,035$899 06/30/2020
     SHM18,035$899 06/30/2020
Blair William & Co. IL18,295$895 03/31/2020
     SHM18,295$895 03/31/2020
Advisors Preferred LLC17,940$893 06/30/2020
     SHM17,940$893 06/30/2020
FMR LLC17,985$879 03/31/2020
     SHM17,985$879 03/31/2020
Columbus Macro LLC17,577$877 06/30/2020
     SHM17,577$877 06/30/2020
USA Financial Portformulas Corp15,439$770 06/30/2020
     SHM15,439$770 06/30/2020
Occidental Asset Management LLC15,400$768 06/30/2020
     SHM15,400$768 06/30/2020
Bessemer Group Inc.15,325$764 06/30/2020
     SHM15,325$764 06/30/2020
Nixon Peabody Trust Co.15,500$758 03/31/2020
     SHM15,500$758 03/31/2020
Sage Financial Group Inc.15,182$757 06/30/2020
     SHM15,182$757 06/30/2020
Nachman Norwood & Parrott Inc15,124$754 06/30/2020
     SHM15,124$754 06/30/2020
First United Bank Trust14,910$743 06/30/2020
     SHM14,910$743 06/30/2020
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
Signature Wealth Management Group14,361$716 06/30/2020
     SHM14,361$716 06/30/2020
Wedbush Securities Inc.14,097$703 06/30/2020
     SHM14,097$703 06/30/2020
Glenview Trust Co14,040$687 03/31/2020
     SHM14,040$687 03/31/2020
Pasadena Private Wealth LLC13,501$673 06/30/2020
     SHM13,501$673 06/30/2020
First Trust Advisors LP13,070$652 06/30/2020
     SHM13,070$652 06/30/2020
Mutual Advisors LLC12,772$637 06/30/2020
     SHM12,772$637 06/30/2020
Advisory Services Network LLC12,612$629 06/30/2020
     SHM12,612$629 06/30/2020
Pinnacle Wealth Management Advisory Group LLC12,582$627 06/30/2020
     SHM12,582$627 06/30/2020
Pinnacle Associates Ltd.12,792$626 03/31/2020
     SHM12,792$626 03/31/2020
Howard Wealth Management LLC12,448$620 06/30/2020
     SHM12,448$620 06/30/2020
One Capital Management LLC12,591$616 03/31/2020
     SHM12,591$616 03/31/2020
Principal Financial Group Inc.12,327$615 06/30/2020
     SHM12,327$615 06/30/2020
Great Point Wealth Advisors LLC12,344$615 06/30/2020
     SHM12,344$615 06/30/2020
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
Capital Advisors Ltd. LLC11,805$589 06/30/2020
     SHM11,805$589 06/30/2020
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
Arete Wealth Advisors LLC11,428$570 06/30/2020
     SHM11,428$570 06/30/2020
Keybank National Association OH11,323$565 06/30/2020
     SHM11,323$565 06/30/2020
Naples Global Advisors LLC10,954$546 06/30/2020
     SHM10,954$546 06/30/2020
Bangor Savings Bank10,865$542 06/30/2020
     SHM10,865$542 06/30/2020
Traverso Chambers Private Wealth Management LLC10,815$539 06/30/2020
     SHM10,815$539 06/30/2020
Buckingham Capital Management Inc.10,570$527 06/30/2020
     SHM10,570$527 06/30/2020
Piershale Financial Group Inc.10,506$524 06/30/2020
     SHM10,506$524 06/30/2020
CMH Wealth Management LLC10,400$519 06/30/2020
     SHM10,400$519 06/30/2020
Rock Point Advisors LLC10,550$516 03/31/2020
     SHM10,550$516 03/31/2020
BerganKDV Wealth Management LLC10,488$513 03/31/2020
     SHM10,488$513 03/31/2020
M&T Bank Corp10,272$512 06/30/2020
     SHM10,272$512 06/30/2020
AMG National Trust Bank10,410$509 03/31/2020
     SHM10,410$509 03/31/2020
Bfsg LLC10,052$501 06/30/2020
     SHM10,052$501 06/30/2020
Optimum Investment Advisors10,000$499 06/30/2020
     SHM10,000$499 06/30/2020
First Citizens Bank & Trust Co.9,990$498 06/30/2020
     SHM9,990$498 06/30/2020
Creative Planning9,959$497 06/30/2020
     SHM9,959$497 06/30/2020
Foothills Asset Management Ltd.10,160$497 03/31/2020
     SHM10,160$497 03/31/2020
Castle Rock Wealth Management LLC9,850$493 06/30/2020
     SHM9,850$493 06/30/2020
Bank of New York Mellon Corp9,812$480 03/31/2020
     SHM9,812$480 03/31/2020
Stratos Wealth Partners LTD.9,596$479 06/30/2020
     SHM9,596$479 06/30/2020
McNamara Financial Services Inc.9,418$470 06/30/2020
     SHM9,418$470 06/30/2020
Cornerstone Wealth Management LLC9,140$456 06/30/2020
     SHM9,140$456 06/30/2020
Exchange Capital Management Inc.9,000$449 06/30/2020
     SHM9,000$449 06/30/2020
AdvicePeriod LLC8,870$442 06/30/2020
     SHM8,870$442 06/30/2020
BCS Wealth Management8,832$440 06/30/2020
     SHM8,832$440 06/30/2020
AFT Forsyth AND Company Inc.8,717$435 06/30/2020
     SHM8,717$435 06/30/2020
RFG Advisory LLC8,577$428 06/30/2020
     SHM8,577$428 06/30/2020
TrinityPoint Wealth LLC8,564$419 03/31/2020
     SHM8,564$419 03/31/2020
Parkside Advisors LLC8,326$415 06/30/2020
     SHM8,326$415 06/30/2020
Quantum Capital Management8,279$413 06/30/2020
     SHM8,279$413 06/30/2020
Laidlaw Wealth Management LLC8,435$412 03/31/2020
     SHM8,435$412 03/31/2020
Smart Money Group LLC8,171$407 06/30/2020
     SHM8,171$407 06/30/2020
Wellington Shields Capital Management LLC8,000$399 06/30/2020
     SHM8,000$399 06/30/2020
Windsor Group LTD7,632$381 06/30/2020
     SHM7,632$381 06/30/2020
IFP Advisors Inc7,565$378 06/30/2020
     SHM7,565$378 06/30/2020
Detalus Advisors LLC7,498$367 03/31/2020
     SHM7,498$367 03/31/2020
Icon Wealth Partners LLC7,271$363 06/30/2020
     SHM7,271$363 06/30/2020
Black Diamond Financial LLC7,125$355 06/30/2020
     SHM7,125$355 06/30/2020
Diligent Investors LLC6,965$347 06/30/2020
     SHM6,965$347 06/30/2020
Omega Financial Group LLC6,946$346 06/30/2020
     SHM6,946$346 06/30/2020
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
Argent Trust Co6,660$333 06/30/2020
     SHM6,660$333 06/30/2020
CWM LLC6,529$326 06/30/2020
     SHM6,529$326 06/30/2020
Howe & Rusling Inc.6,299$314 06/30/2020
     SHM6,299$314 06/30/2020
UMA Financial Services Inc.6,192$310 06/30/2020
     SHM6,192$310 06/30/2020
Frontier Investment Mgmt Co.6,195$309 06/30/2020
     SHM6,195$309 06/30/2020
Cozad Asset Management Inc.6,125$305 06/30/2020
     SHM6,125$305 06/30/2020
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
AE Wealth Management LLC5,663$282 06/30/2020
     SHM5,663$282 06/30/2020
Evergreen Capital Management LLC5,766$282 03/31/2020
     SHM5,766$282 03/31/2020
Sentinel Pension Advisors Inc.5,616$280 06/30/2020
     SHM5,616$280 06/30/2020
Financial Advocates Investment Management5,604$274 03/31/2020
     SHM5,604$274 03/31/2020
Investment Partners LTD.5,474$273 06/30/2020
     SHM5,474$273 06/30/2020
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
Valmark Advisers Inc.5,432$271 06/30/2020
     SHM5,432$271 06/30/2020
Juncture Wealth Strategies LLC5,388$269 06/30/2020
     SHM5,388$269 06/30/2020
QP Wealth Management LLC5,339$266 06/30/2020
     SHM5,339$266 06/30/2020
Parsec Financial Management Inc.5,267$263 06/30/2020
     SHM5,267$263 06/30/2020
Sigma Planning Corp5,220$260 06/30/2020
     SHM5,220$260 06/30/2020
Paulson Wealth Management Inc.5,151$257 06/30/2020
     SHM5,151$257 06/30/2020
Hayden Royal LLC5,257$257 03/31/2020
     SHM5,257$257 03/31/2020
Cetera Investment Advisers5,163$252 03/31/2020
     SHM5,163$252 03/31/2020
Miracle Mile Advisors LLC5,030$251 06/30/2020
     SHM5,030$251 06/30/2020
Gould Asset Management LLC CA5,015$250 06/30/2020
     SHM5,015$250 06/30/2020
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
Cpwm LLC5,033$246 03/31/2020
     SHM5,033$246 03/31/2020
Modera Wealth Management LLC4,956$242 03/31/2020
     SHM4,956$242 03/31/2020
Titus Wealth Management4,914$240 03/31/2020
     SHM4,914$240 03/31/2020
Relative Value Partners Group LLC4,713$230 03/31/2020
     SHM4,713$230 03/31/2020
Calton & Associates Inc.4,595$229 06/30/2020
     SHM4,595$229 06/30/2020
Covenant Multifamily Offices LLC4,600$229 06/30/2020
     SHM4,600$229 06/30/2020
Integrated Wealth Concepts LLC4,582$229 06/30/2020
     SHM4,582$229 06/30/2020
Winslow Evans & Crocker Inc.4,575$228 06/30/2020
     SHM4,575$228 06/30/2020
First Heartland Consultants Inc.4,530$226 06/30/2020
     SHM4,530$226 06/30/2020
Lakeview Capital Partners LLC4,517$225 06/30/2020
     SHM4,517$225 06/30/2020
FLC Capital Advisors4,400$219 06/30/2020
     SHM4,400$219 06/30/2020
Ausdal Financial Partners Inc.4,370$218 06/30/2020
     SHM4,370$218 06/30/2020
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
Whittier Trust Co. of Nevada Inc.4,275$213 06/30/2020
     SHM4,275$213 06/30/2020
Tortoise Investment Management LLC4,240$211 06/30/2020
     SHM4,240$211 06/30/2020
Brookstone Capital Management4,239$211 06/30/2020
     SHM4,239$211 06/30/2020
Greenwich Investment Management Inc.4,300$210 03/31/2020
     SHM4,300$210 03/31/2020
SignalPoint Asset Management LLC4,139$206 06/30/2020
     SHM4,139$206 06/30/2020
BT Wealth Management LLC4,116$205 06/30/2020
     SHM4,116$205 06/30/2020
Beacon Pointe Advisors LLC4,204$205 03/31/2020
     SHM4,204$205 03/31/2020
First Horizon Advisors Inc.3,965$197 06/30/2020
     SHM3,965$197 06/30/2020
Emerald Investment Partners LLC3,875$190 03/31/2020
     SHM3,875$190 03/31/2020
Parkside Financial Bank & Trust3,696$184 06/30/2020
     SHM3,696$184 06/30/2020
Pathstone Family Office LLC3,765$184 03/31/2020
     SHM3,765$184 03/31/2020
Bartlett & Co. LLC $170 06/30/2020
     ETF1,873$97 06/30/2020
     SHM1,460$73 06/30/2020
Steward Partners Investment Advisory LLC3,303$165 06/30/2020
     SHM3,303$165 06/30/2020
Procyon Private Wealth Partners LLC3,279$160 03/31/2020
     SHM3,279$160 03/31/2020
Whittier Trust Co.3,169$158 06/30/2020
     SHM3,169$158 06/30/2020
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$150 06/30/2020
     SHM3,000$150 06/30/2020
Evensky & Katz LLC2,914$145 06/30/2020
     SHM2,914$145 06/30/2020
Synovus Financial Corp2,880$144 06/30/2020
     SHM2,880$144 06/30/2020
Northern Oak Wealth Management Inc.2,900$142 03/31/2020
     SHM2,900$142 03/31/2020
Migdal Insurance & Financial Holdings Ltd.2,600$130 06/30/2020
     SHM2,600$130 06/30/2020
Stralem & Co. Inc.2,490$124 06/30/2020
     SHM2,490$124 06/30/2020
AlphaMark Advisors LLC2,486$124 06/30/2020
     SHM2,486$124 06/30/2020
Baystate Wealth Management LLC2,421$121 06/30/2020
     SHM2,421$121 06/30/2020
Elmwood Wealth Management Inc.2,400$115 03/31/2020
     SHM2,400$115 03/31/2020
Trustcore Financial Services LLC2,100$105 06/30/2020
     SHM2,100$105 06/30/2020
Duncker Streett & Co. Inc.2,000$100 06/30/2020
     SHM2,000$100 06/30/2020
Creative Financial Designs Inc. ADV1,972$98 06/30/2020
     SHM1,972$98 06/30/2020
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
Davis Capital Management1,793$89 06/30/2020
     SHM1,793$89 06/30/2020
Versant Capital Management Inc1,692$84 06/30/2020
     SHM1,692$84 06/30/2020
Patriot Financial Group Insurance Agency LLC1,651$82 06/30/2020
     SHM1,651$82 06/30/2020
Brand Asset Management Group Inc.1,580$79 06/30/2020
     SHM1,580$79 06/30/2020
Global Retirement Partners LLC1,500$75 06/30/2020
     SHM1,500$75 06/30/2020
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
Blume Capital Management Inc.1,348$67 06/30/2020
     SHM1,348$67 06/30/2020
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
Delta Asset Management LLC TN1,250$62 06/30/2020
     SHM1,250$62 06/30/2020
Ameritas Investment Partners Inc.1,255$62 06/30/2020
     SHM1,255$62 06/30/2020
Financial Architects Inc1,175$59 06/30/2020
     SHM1,175$59 06/30/2020
Quadrant Capital Group LLC1,131$55 03/31/2020
     SHM1,131$55 03/31/2020
Ameritas Investment Company LLC1,044$51 03/31/2020
     SHM1,044$51 03/31/2020
JFS Wealth Advisors LLC1,000$50 06/30/2020
     SHM1,000$50 06/30/2020
Community Bank N.A.1,000$50 06/30/2020
     SHM1,000$50 06/30/2020
Allred Capital Management LLC1,021$50 03/31/2020
     SHM1,021$50 03/31/2020
Gradient Investments LLC900$45 06/30/2020
     SHM900$45 06/30/2020
TCI Wealth Advisors Inc.912$45 06/30/2020
     SHM912$45 06/30/2020
Private Ocean LLC905$45 06/30/2020
     SHM905$45 06/30/2020
Transamerica Financial Advisors Inc.918$45 03/31/2020
     SHM918$45 03/31/2020
AllSquare Wealth Management LLC801$40 06/30/2020
     SHM801$40 06/30/2020
Bellevue Asset Management LLC800$40 06/30/2020
     SHM800$40 06/30/2020
Verus Capital Partners LLC825$40 03/31/2020
     SHM825$40 03/31/2020
Oakworth Capital Inc.746$37 06/30/2020
     SHM746$37 06/30/2020
Trust Co743$37 06/30/2020
     SHM743$37 06/30/2020
Ballast Advisors LLC750$37 06/30/2020
     SHM750$37 06/30/2020
Accurate Investment Solutions Inc.727$36 03/31/2020
     SHM727$36 03/31/2020
Flagship Harbor Advisors LLC703$35 06/30/2020
     SHM703$35 06/30/2020
US Bancorp DE594$30 06/30/2020
     SHM594$30 06/30/2020
Prestige Wealth Management Group LLC613$30 03/31/2020
     SHM613$30 03/31/2020
Rosenberg Matthew Hamilton512$26 06/30/2020
     SHM512$26 06/30/2020
Capital Investment Advisory Services LLC500$25 06/30/2020
     SHM500$25 06/30/2020
Farmers & Merchants Investments Inc.436$22 06/30/2020
     SHM436$22 06/30/2020
Valley National Advisers Inc.419$21 06/30/2020
     SHM419$21 06/30/2020
McIlrath & Eck LLC427$21 06/30/2020
     SHM427$21 06/30/2020
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
RPg Family Wealth Advisory LLC350$17 06/30/2020
     SHM350$17 06/30/2020
CVA Family Office LLC300$15 06/30/2020
     SHM300$15 06/30/2020
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
Coastal Capital Group Inc.195$10 06/30/2020
     SHM195$10 06/30/2020
Leelyn Smith LLC207$10 06/30/2020
     SHM207$10 06/30/2020
Stearns Financial Services Group210$10 03/31/2020
     SHM210$10 03/31/2020
Alpha Windward LLC101$5 06/30/2020
     SHM101$5 06/30/2020
Ropes Wealth Advisors LLC109$5 06/30/2020
     SHM109$5 06/30/2020
First Manhattan Co.118$5 03/31/2020
     SHM118$5 03/31/2020
Tower Research Capital LLC TRC 105$5 03/31/2020
     SHM105$5 03/31/2020
Mark Sheptoff Financial Planning LLC84$4 06/30/2020
     SHM84$4 06/30/2020
Huntington National Bank51$3 06/30/2020
     SHM51$3 06/30/2020
Signaturefd LLC37$2 06/30/2020
     SHM37$2 06/30/2020
Reilly Financial Advisors LLC29$1 06/30/2020
     SHM29$1 06/30/2020
Wealth Quarterback LLC30$1 03/31/2020
     SHM30$1 03/31/2020
Ellevest Inc.4$0 06/30/2020
     SHM4$0 06/30/2020

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

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