HoldingsChannel.com
Funds Holding SHM
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE14,551,451$712,876 09/30/2019
     SHM14,551,451$712,876 09/30/2019
Envestnet Asset Management Inc.2,713,369$132,928 09/30/2019
     SHM2,713,369$132,928 09/30/2019
Raymond James & Associates2,663,109$130,466 09/30/2019
     SHM2,663,109$130,466 09/30/2019
Morgan Stanley2,297,642$112,561 09/30/2019
     SHM2,297,642$112,561 09/30/2019
Strategic Wealth Partners Ltd.29,774$96,889 09/30/2019
     SHM29,774$96,889 09/30/2019
UBS Group AG1,736,094$85,051 09/30/2019
     SHM1,736,094$85,051 09/30/2019
Northwestern Mutual Wealth Management Co.1,555,275$76,193 09/30/2019
     SHM1,555,275$76,193 09/30/2019
Mercer Global Advisors Inc. ADV1,449,405$71,006 09/30/2019
     SHM1,449,405$71,006 09/30/2019
PNC Financial Services Group Inc.1,333,481$65,328 09/30/2019
     SHM1,333,481$65,328 09/30/2019
Biltmore Wealth Management LLC1,332,324$65,271 09/30/2019
     SHM1,332,324$65,271 09/30/2019
Citigroup Inc.1,190,345$58,315 09/30/2019
     SHM1,190,345$58,315 09/30/2019
Commonwealth Equity Services LLC1,183,985$58,003 09/30/2019
     SHM1,183,985$58,003 09/30/2019
Wells Fargo & Company MN1,077,580$52,791 09/30/2019
     SHM1,077,580$52,791 09/30/2019
Ameriprise Financial Inc.1,036,513$50,742 09/30/2019
     SHM1,036,513$50,742 09/30/2019
Caprin Asset Management LLC ADV864,797$42,375 09/30/2019
     SHM864,797$42,375 09/30/2019
Trustmark National Bank Trust Department519,968$25,473 09/30/2019
     SHM519,968$25,473 09/30/2019
Stifel Financial Corp475,832$23,315 09/30/2019
     SHM475,832$23,315 09/30/2019
People s United Financial Inc.441,171$21,613 09/30/2019
     SHM441,171$21,613 09/30/2019
Adviser Investments LLC414,963$20,329 09/30/2019
     SHM414,963$20,329 09/30/2019
Nicolet Advisory Services LLC390,382$19,125 09/30/2019
     SHM390,382$19,125 09/30/2019
Financial Engines Advisors L.L.C.353,259$17,306 09/30/2019
     SHM353,259$17,306 09/30/2019
BB&T Securities LLC340,614$16,687 09/30/2019
     SHM340,614$16,687 09/30/2019
ETRADE Capital Management LLC336,333$16,477 09/30/2019
     SHM336,333$16,477 09/30/2019
Chatham Capital Group Inc.333,703$16,348 09/30/2019
     SHM333,703$16,348 09/30/2019
AJ Wealth Strategies LLC315,569$15,458 09/30/2019
     SHM315,569$15,458 09/30/2019
GenTrust LLC306,660$15,023 09/30/2019
     SHM306,660$15,023 09/30/2019
United Services Automobile Association299,738$14,684 09/30/2019
     SHM299,738$14,684 09/30/2019
Raymond James Financial Services Advisors Inc.292,002$14,305 09/30/2019
     SHM292,002$14,305 09/30/2019
Bank of Montreal Can246,585$12,081 09/30/2019
     SHM246,585$12,081 09/30/2019
Smithfield Trust Co.232,171$11,374 09/30/2019
     SHM232,171$11,374 09/30/2019
Crestwood Advisors Group LLC226,339$11,088 09/30/2019
     SHM226,339$11,088 09/30/2019
LPL Financial LLC219,859$10,771 09/30/2019
     SHM219,859$10,771 09/30/2019
Assetmark Inc.214,545$10,511 09/30/2019
     SHM214,545$10,511 09/30/2019
Lenox Wealth Advisors LLC206,274$10,105 09/30/2019
     SHM206,274$10,105 09/30/2019
Avantax Advisory Services Inc.189,519$9,293 09/30/2019
     SHM189,519$9,293 09/30/2019
Bailard Inc.185,181$9,072 09/30/2019
     SHM185,181$9,072 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management184,717$9,049 09/30/2019
     SHM184,717$9,049 09/30/2019
Goldman Sachs Group Inc.176,315$8,638 09/30/2019
     SHM176,315$8,638 09/30/2019
Ladenburg Thalmann Financial Services Inc.175,003$8,573 09/30/2019
     SHM175,003$8,573 09/30/2019
GWM Advisors LLC167,462$8,211 09/30/2019
     SHM167,462$8,211 09/30/2019
Allworth Financial LP160,861$7,881 09/30/2019
     SHM160,861$7,881 09/30/2019
Eagle Ridge Investment Management150,649$7,380 09/30/2019
     SHM150,649$7,380 09/30/2019
Prestige Wealth Management Group LLC149,268$7,313 09/30/2019
     SHM149,268$7,313 09/30/2019
BDO Wealth Advisors LLC147,146$7,209 09/30/2019
     SHM147,146$7,209 09/30/2019
BBVA USA Bancshares Inc.145,921$7,149 09/30/2019
     SHM145,921$7,149 09/30/2019
Condor Capital Management141,953$6,954 09/30/2019
     SHM141,953$6,954 09/30/2019
Royal Bank of Canada141,204$6,918 09/30/2019
     SHM141,204$6,918 09/30/2019
James Investment Research Inc.134,039$6,567 09/30/2019
     SHM134,039$6,567 09/30/2019
Staley Capital Advisers Inc.132,830$6,507 09/30/2019
     SHM132,830$6,507 09/30/2019
Advisor Group Inc.131,134$6,425 09/30/2019
     SHM131,134$6,425 09/30/2019
UBS Asset Management Americas Inc.131,015$6,418 09/30/2019
     SHM131,015$6,418 09/30/2019
Resources Investment Advisors LLC.129,952$6,366 09/30/2019
     SHM129,952$6,366 09/30/2019
Aua Capital Management LLC127,004$6,222 09/30/2019
     SHM127,004$6,222 09/30/2019
South Texas Money Management Ltd.123,459$6,048 09/30/2019
     SHM123,459$6,048 09/30/2019
BSW Wealth Partners121,834$5,969 09/30/2019
     SHM121,834$5,969 09/30/2019
Suntrust Banks Inc.120,381$5,897 09/30/2019
     SHM120,381$5,897 09/30/2019
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.118,489$5,805 09/30/2019
     SHM118,489$5,805 09/30/2019
Buckingham Asset Management LLC118,426$5,802 09/30/2019
     SHM118,426$5,802 09/30/2019
CX Institutional112,393$5,506 09/30/2019
     SHM112,393$5,506 09/30/2019
Stratos Wealth Partners LTD.111,822$5,478 09/30/2019
     SHM111,822$5,478 09/30/2019
Cambridge Investment Research Advisors Inc.111,009$5,438 09/30/2019
     SHM111,009$5,438 09/30/2019
Pacific Edge Advisors LLC109,030$5,341 09/30/2019
     SHM109,030$5,341 09/30/2019
Boston Advisors LLC103,865$5,088 09/30/2019
     SHM103,865$5,088 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC103,839$5,087 09/30/2019
     SHM103,839$5,087 09/30/2019
Janney Capital Management LLC103,202$5,056 09/30/2019
     SHM103,202$5,056 09/30/2019
Taylor Cottrill Erickson & Associates Inc.102,030$4,998 09/30/2019
     SHM102,030$4,998 09/30/2019
Capital Analysts LLC101,196$4,957 09/30/2019
     SHM101,196$4,957 09/30/2019
CLS Investments LLC99,966$4,897 09/30/2019
     SHM99,966$4,897 09/30/2019
HighTower Advisors LLC94,410$4,623 09/30/2019
     SHM94,410$4,623 09/30/2019
Allen Investment Management LLC92,716$4,542 09/30/2019
     SHM92,716$4,542 09/30/2019
Parkside Investments LLC91,647$4,490 09/30/2019
     SHM91,647$4,490 09/30/2019
Karpus Management Inc.88,837$4,352 09/30/2019
     SHM88,837$4,352 09/30/2019
Mariner LLC88,831$4,352 09/30/2019
     SHM88,831$4,352 09/30/2019
Alaska Permanent Capital Management84,475$4,138 09/30/2019
     SHM84,475$4,138 09/30/2019
APCM Wealth Management for Individuals84,475$4,138 09/30/2019
     SHM84,475$4,138 09/30/2019
Gratus Capital LLC80,850$3,961 09/30/2019
     SHM80,850$3,961 09/30/2019
Cullen Frost Bankers Inc.79,892$3,914 09/30/2019
     SHM79,892$3,914 09/30/2019
Gateway Advisory LLC79,874$3,913 09/30/2019
     SHM79,874$3,913 09/30/2019
New England Asset Management Inc.78,582$3,850 09/30/2019
     SHM78,582$3,850 09/30/2019
Moneywise Inc.78,207$3,831 09/30/2019
     SHM78,207$3,831 09/30/2019
Renaissance Technologies LLC76,200$3,733 09/30/2019
     SHM76,200$3,733 09/30/2019
Parkside Advisors LLC74,347$3,642 09/30/2019
     SHM74,347$3,642 09/30/2019
Leisure Capital Management73,609$3,606 09/30/2019
     SHM73,609$3,606 09/30/2019
Country Club Trust Company n.a.73,203$3,585 09/30/2019
     SHM73,203$3,585 09/30/2019
Meritage Portfolio Management70,244$3,441 09/30/2019
     SHM70,244$3,441 09/30/2019
JFS Wealth Advisors LLC69,716$3,415 09/30/2019
     SHM69,716$3,415 09/30/2019
Curbstone Financial Management Corp68,824$3,372 09/30/2019
     SHM68,824$3,372 09/30/2019
PrairieView Partners LLC66,769$3,271 09/30/2019
     SHM66,769$3,271 09/30/2019
Managed Account Services Inc.65,245$3,202 09/30/2019
     SHM65,245$3,202 09/30/2019
Alliancebernstein L.P.61,740$3,025 09/30/2019
     SHM61,740$3,025 09/30/2019
Hancock Whitney Corp61,677$3,022 09/30/2019
     SHM61,677$3,022 09/30/2019
Millennium Management LLC61,500$3,012 09/30/2019
     SHM61,500$3,012 09/30/2019
Eagle Global Advisors LLC59,447$2,912 09/30/2019
     SHM59,447$2,912 09/30/2019
Captrust Financial Advisors58,558$2,869 09/30/2019
     SHM58,558$2,869 09/30/2019
Private Advisor Group LLC57,787$2,832 09/30/2019
     SHM57,787$2,832 09/30/2019
Callan Capital LLC57,713$2,827 09/30/2019
     SHM57,713$2,827 09/30/2019
ARGI Investment Services LLC55,462$2,717 09/30/2019
     SHM55,462$2,717 09/30/2019
United Income Inc.54,615$2,674 09/30/2019
     SHM54,615$2,674 09/30/2019
Chesley Taft & Associates LLC53,864$2,639 09/30/2019
     SHM53,864$2,639 09/30/2019
Personal Wealth Partners50,670$2,482 09/30/2019
     SHM50,670$2,482 09/30/2019
Bragg Financial Advisors Inc50,071$2,453 09/30/2019
     SHM50,071$2,453 09/30/2019
Lazard Asset Management LLC49,522$2,426 09/30/2019
     SHM49,522$2,426 09/30/2019
RiverGlades Family Offices LLC48,834$2,392 09/30/2019
     SHM48,834$2,392 09/30/2019
Brinker Capital Inc.46,453$2,276 09/30/2019
     SHM46,453$2,276 09/30/2019
JPMorgan Chase & Co.44,943$2,202 09/30/2019
     SHM44,943$2,202 09/30/2019
Independence Advisors LLC44,850$2,197 09/30/2019
     SHM44,850$2,197 09/30/2019
MML Investors Services LLC44,724$2,191 09/30/2019
     SHM44,724$2,191 09/30/2019
Pinnacle Financial Partners Inc.44,353$2,173 09/30/2019
     SHM44,353$2,173 09/30/2019
Boston Private Wealth LLC43,428$2,128 09/30/2019
     SHM43,428$2,128 09/30/2019
Financial Advisory Service Inc.42,962$2,105 09/30/2019
     SHM42,962$2,105 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC41,991$2,057 09/30/2019
     SHM41,991$2,057 09/30/2019
CMH Wealth Management LLC40,400$1,979 09/30/2019
     SHM40,400$1,979 09/30/2019
Lincoln National Corp39,695$1,945 09/30/2019
     SHM39,695$1,945 09/30/2019
Symmetry Partners LLC39,434$1,932 09/30/2019
     SHM39,434$1,932 09/30/2019
Kwmg LLC39,077$1,914 09/30/2019
     SHM39,077$1,914 09/30/2019
Omega Financial Group LLC38,978$1,910 09/30/2019
     SHM38,978$1,910 09/30/2019
McAdam LLC38,950$1,908 09/30/2019
     SHM38,950$1,908 09/30/2019
Sadoff Investment Management LLC38,725$1,897 09/30/2019
     SHM38,725$1,897 09/30/2019
First Allied Advisory Services Inc.38,238$1,868 09/30/2019
     SHM38,238$1,868 09/30/2019
SRS Capital Advisors Inc.37,483$1,836 09/30/2019
     SHM37,483$1,836 09/30/2019
Strategic Financial Group LLC37,213$1,823 09/30/2019
     SHM37,213$1,823 09/30/2019
Tiedemann Advisors LLC36,757$1,801 09/30/2019
     SHM36,757$1,801 09/30/2019
MBM Wealth Consultants LLC35,001$1,715 09/30/2019
     SHM35,001$1,715 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC34,449$1,688 09/30/2019
     SHM34,449$1,688 09/30/2019
OLD National Bancorp IN34,222$1,676 09/30/2019
     SHM34,222$1,676 09/30/2019
Hengehold Capital Management LLC33,199$1,626 09/30/2019
     SHM33,199$1,626 09/30/2019
Moseley Investment Management Inc.32,018$1,569 09/30/2019
     SHM32,018$1,569 09/30/2019
Arden Trust Co31,932$1,564 09/30/2019
     SHM31,932$1,564 09/30/2019
Altavista Wealth Management Inc.31,850$1,560 09/30/2019
     SHM31,850$1,560 09/30/2019
Fifth Third Bancorp30,965$1,517 09/30/2019
     SHM30,965$1,517 09/30/2019
United Capital Financial Advisers LLC27,621$1,353 09/30/2019
     SHM27,621$1,353 09/30/2019
Strategic Family Wealth Counselors L.L.C.26,855$1,316 09/30/2019
     SHM26,855$1,316 09/30/2019
Pettinga Financial Advisors LLC26,769$1,311 09/30/2019
     SHM26,769$1,311 09/30/2019
Commerce Bank25,711$1,259 09/30/2019
     SHM25,711$1,259 09/30/2019
HM Payson & Co.25,410$1,245 09/30/2019
     SHM25,410$1,245 09/30/2019
Northwest Wealth Management LLC25,280$1,238 09/30/2019
     SHM25,280$1,238 09/30/2019
Cresset Asset Management LLC25,141$1,232 09/30/2019
     SHM25,141$1,232 09/30/2019
SJA Financial Advisory LLC24,923$1,221 09/30/2019
     SHM24,923$1,221 09/30/2019
Raymond James Trust N.A.24,458$1,198 09/30/2019
     SHM24,458$1,198 09/30/2019
Lake Street Financial LLC24,082$1,180 09/30/2019
     SHM24,082$1,180 09/30/2019
Palladium Partners LLC24,521$1,169 09/30/2019
     SHM24,521$1,169 09/30/2019
MidWestOne Financial Group Inc.23,671$1,160 09/30/2019
     SHM23,671$1,160 09/30/2019
Leavell Investment Management Inc.23,583$1,155 09/30/2019
     SHM23,583$1,155 09/30/2019
Greenwich Investment Management Inc.23,325$1,143 09/30/2019
     SHM23,325$1,143 09/30/2019
Baird Financial Group Inc.23,299$1,142 09/30/2019
     SHM23,299$1,142 09/30/2019
Signet Financial Management LLC22,042$1,079 09/30/2019
     SHM22,042$1,079 09/30/2019
Manning & Napier Group LLC21,205$1,038 09/30/2019
     SHM21,205$1,038 09/30/2019
DAVENPORT & Co LLC21,078$1,031 09/30/2019
     SHM21,078$1,031 09/30/2019
Covington Capital Management20,840$1,021 09/30/2019
     SHM20,840$1,021 09/30/2019
PFS Investments Inc.20,825$1,020 09/30/2019
     SHM20,825$1,020 09/30/2019
Occidental Asset Management LLC20,800$1,019 09/30/2019
     SHM20,800$1,019 09/30/2019
Wealthcare Advisory Partners LLC20,466$1,003 09/30/2019
     SHM20,466$1,003 09/30/2019
Sage Financial Group Inc.20,370$998 09/30/2019
     SHM20,370$998 09/30/2019
AMG National Trust Bank20,187$989 09/30/2019
     SHM20,187$989 09/30/2019
Rockefeller Capital Management L.P.20,109$985 09/30/2019
     SHM20,109$985 09/30/2019
Buckingham Capital Management Inc.19,970$978 09/30/2019
     SHM19,970$978 09/30/2019
Ancora Advisors LLC19,562$958 09/30/2019
     SHM19,562$958 09/30/2019
Regal Investment Advisors LLC19,559$958 09/30/2019
     SHM19,559$958 09/30/2019
Covenant Multifamily Offices LLC19,265$944 09/30/2019
     SHM19,265$944 09/30/2019
Vivaldi Capital Management LLC18,915$927 09/30/2019
     SHM18,915$927 09/30/2019
Westover Capital Advisors LLC18,723$917 09/30/2019
     SHM18,723$917 09/30/2019
Atria Investments LLC18,056$885 09/30/2019
     SHM18,056$885 09/30/2019
Proffitt & Goodson Inc.17,920$878 09/30/2019
     SHM17,920$878 09/30/2019
Dakota Wealth Management17,888$876 09/30/2019
     SHM17,888$876 09/30/2019
Country Trust Bank17,526$859 09/30/2019
     SHM17,526$859 09/30/2019
Oarsman Capital Inc.17,244$845 09/30/2019
     SHM17,244$845 09/30/2019
Lourd Capital LLC16,905$827 06/30/2019
     SHM16,905$827 06/30/2019
Oppenheimer & Co. Inc.16,788$822 09/30/2019
     SHM16,788$822 09/30/2019
Pasadena Private Wealth LLC16,608$814 09/30/2019
     SHM16,608$814 09/30/2019
Columbus Macro LLC16,151$791 09/30/2019
     SHM16,151$791 09/30/2019
Sontag Advisory LLC16,096$789 09/30/2019
     SHM16,096$789 09/30/2019
Magnus Financial Group LLC15,860$777 09/30/2019
     SHM15,860$777 09/30/2019
One Capital Management LLC15,755$772 09/30/2019
     SHM15,755$772 09/30/2019
Watch Point Trust Co15,500$759 09/30/2019
     SHM15,500$759 09/30/2019
Ackerman Capital Advisors LLC15,120$741 09/30/2019
     SHM15,120$741 09/30/2019
Nachman Norwood & Parrott Inc15,124$741 09/30/2019
     SHM15,124$741 09/30/2019
Creative Planning14,951$732 09/30/2019
     SHM14,951$732 09/30/2019
PagnatoKarp Partners LLC14,765$723 09/30/2019
     SHM14,765$723 09/30/2019
Black Diamond Financial LLC14,645$717 09/30/2019
     SHM14,645$717 09/30/2019
Signature Wealth Management Group14,457$708 09/30/2019
     SHM14,457$708 09/30/2019
Paloma Partners Management Co14,410$706 09/30/2019
     SHM14,410$706 09/30/2019
Aveo Capital Partners LLC14,367$704 09/30/2019
     SHM14,367$704 09/30/2019
First United Bank Trust14,175$694 09/30/2019
     SHM14,175$694 09/30/2019
American Economic Planning Group Inc. ADV14,095$690 09/30/2019
     SHM14,095$690 09/30/2019
First Trust Advisors LP14,081$690 09/30/2019
     SHM14,081$690 09/30/2019
Steward Partners Investment Advisory LLC13,970$684 09/30/2019
     SHM13,970$684 09/30/2019
Bronfman E.L. Rothschild L.P.13,896$681 09/30/2019
     SHM13,896$681 09/30/2019
Great Point Wealth Advisors LLC13,911$681 09/30/2019
     SHM13,911$681 09/30/2019
Advisors Preferred LLC13,590$666 09/30/2019
     SHM13,590$666 09/30/2019
Strategic Wealth Advisors Group LLC13,311$651 09/30/2019
     SHM13,311$651 09/30/2019
Principal Financial Group Inc.13,231$648 09/30/2019
     SHM13,231$648 09/30/2019
Vista Investment Management13,123$643 09/30/2019
     SHM13,123$643 09/30/2019
Premise Capital LLC13,143$642 09/30/2019
     SHM13,143$642 09/30/2019
Arete Wealth Advisors LLC12,743$624 09/30/2019
     SHM12,743$624 09/30/2019
Naples Global Advisors LLC12,629$619 09/30/2019
     SHM12,629$619 09/30/2019
Fiduciary Group LLC12,551$615 09/30/2019
     SHM12,551$615 09/30/2019
Dorsey & Whitney Trust CO LLC12,306$603 09/30/2019
     SHM12,306$603 09/30/2019
RFG Advisory LLC12,238$600 09/30/2019
     SHM12,238$600 09/30/2019
Glenview Trust Co11,822$579 09/30/2019
     SHM11,822$579 09/30/2019
Capital Advisors Ltd. LLC11,805$578 09/30/2019
     SHM11,805$578 09/30/2019
Wedbush Securities Inc.11,659$571 09/30/2019
     SHM11,659$571 09/30/2019
Bfsg LLC11,652$571 09/30/2019
     SHM11,652$571 09/30/2019
McNamara Financial Services Inc.11,633$569 09/30/2019
     SHM11,633$569 09/30/2019
Dynamic Advisor Solutions LLC11,476$562 09/30/2019
     SHM11,476$562 09/30/2019
Jane Street Group LLC11,298$553 09/30/2019
     SHM11,298$553 09/30/2019
Rehmann Capital Advisory Group11,290$552 06/30/2019
     SHM11,290$552 06/30/2019
EP Wealth Advisors LLC11,238$551 09/30/2019
     SHM11,238$551 09/30/2019
Traverso Chambers Private Wealth Management LLC11,255$551 09/30/2019
     SHM11,255$551 09/30/2019
ST Germain D J Co. Inc.11,182$548 09/30/2019
     SHM11,182$548 09/30/2019
Summit Financial Wealth Advisors LLC11,103$545 09/30/2019
     SHM11,103$545 09/30/2019
Nations Financial Group Inc. IA ADV10,705$525 09/30/2019
     SHM10,705$525 09/30/2019
BerganKDV Wealth Management LLC10,444$512 09/30/2019
     SHM10,444$512 09/30/2019
Exchange Capital Management Inc.10,312$505 09/30/2019
     SHM10,312$505 09/30/2019
Parallel Advisors LLC10,244$502 09/30/2019
     SHM10,244$502 09/30/2019
Foothills Asset Management Ltd.10,160$498 09/30/2019
     SHM10,160$498 09/30/2019
First Citizens Bank & Trust Co.10,075$494 09/30/2019
     SHM10,075$494 09/30/2019
Optimum Investment Advisors10,000$490 09/30/2019
     SHM10,000$490 09/30/2019
Blair William & Co. IL9,858$483 09/30/2019
     SHM9,858$483 09/30/2019
Parkside Financial Bank & Trust9,452$463 09/30/2019
     SHM9,452$463 09/30/2019
Usca Ria LLC9,359$458 09/30/2019
     SHM9,359$458 09/30/2019
Pinnacle Advisory Group Inc.9,102$446 09/30/2019
     SHM9,102$446 09/30/2019
Aft Forsyth & Company Inc.8,717$427 09/30/2019
     SHM8,717$427 09/30/2019
FMR LLC8,698$426 09/30/2019
     SHM8,698$426 09/30/2019
Comprehensive Portfolio Management LLC8,535$418 09/30/2019
     SHM8,535$418 09/30/2019
Pathstone Family Office LLC8,290$406 09/30/2019
     SHM8,290$406 09/30/2019
Bangor Savings Bank8,176$401 09/30/2019
     SHM8,176$401 09/30/2019
Wellington Shields Capital Management LLC8,000$392 09/30/2019
     SHM8,000$392 09/30/2019
Intellectus Partners LLC8,010$392 09/30/2019
     SHM8,010$392 09/30/2019
Diligent Investors LLC7,963$390 09/30/2019
     SHM7,963$390 09/30/2019
Estate Counselors LLC7,650$375 09/30/2019
     SHM7,650$375 09/30/2019
Fiduciary Trust Co.7,576$371 09/30/2019
     SHM7,576$371 09/30/2019
Castle Rock Wealth Management LLC7,350$360 09/30/2019
     SHM7,350$360 09/30/2019
Icon Wealth Partners LLC7,271$356 09/30/2019
     SHM7,271$356 09/30/2019
Integrated Wealth Concepts LLC6,996$343 09/30/2019
     SHM6,996$343 09/30/2019
Biltmore Capital Advisors LLC6,948$340 09/30/2019
     SHM6,948$340 09/30/2019
Cypress Capital LLC6,950$340 09/30/2019
     SHM6,950$340 09/30/2019
Merriman Wealth Management LLC6,694$328 09/30/2019
     SHM6,694$328 09/30/2019
Elmwood Wealth Management Inc.6,525$320 09/30/2019
     SHM6,525$320 09/30/2019
Janney Montgomery Scott LLC6,474$317 09/30/2019
     SHM6,474$317 09/30/2019
Cetera Advisor Networks LLC6,474$317 09/30/2019
     SHM6,474$317 09/30/2019
Gradient Investments LLC6,343$311 09/30/2019
     SHM6,343$311 09/30/2019
Syntal Capital Partners LLC6,351$311 09/30/2019
     SHM6,351$311 09/30/2019
Cornerstone Wealth Management LLC6,247$306 09/30/2019
     SHM6,247$306 09/30/2019
Valmark Advisers Inc.6,202$304 09/30/2019
     SHM6,202$304 09/30/2019
Lido Advisors LLC6,204$304 09/30/2019
     SHM6,204$304 09/30/2019
Successful Portfolios LLC6,035$296 09/30/2019
     SHM6,035$296 09/30/2019
Alesco Advisors LLC5,985$293 09/30/2019
     SHM5,985$293 09/30/2019
Sei Investments Co.5,776$284 09/30/2019
     SHM5,776$284 09/30/2019
Family Management Corp5,731$281 09/30/2019
     SHM5,731$281 09/30/2019
TrinityPoint Wealth LLC5,655$277 09/30/2019
     SHM5,655$277 09/30/2019
Compass Financial Group Inc.5,583$273 09/30/2019
     SHM5,583$273 09/30/2019
AE Wealth Management LLC5,504$270 09/30/2019
     SHM5,504$270 09/30/2019
Argent Trust Co5,365$262 09/30/2019
     SHM5,365$262 09/30/2019
FTB Advisors Inc.5,303$259 09/30/2019
     SHM5,303$259 09/30/2019
Versant Capital Management Inc5,190$254 09/30/2019
     SHM5,190$254 09/30/2019
Howe & Rusling Inc.5,125$251 09/30/2019
     SHM5,125$251 09/30/2019
Cpwm LLC5,016$246 09/30/2019
     SHM5,016$246 09/30/2019
Quantum Capital Management4,988$244 09/30/2019
     SHM4,988$244 09/30/2019
Whittier Trust Co. of Nevada Inc.4,922$241 09/30/2019
     SHM4,922$241 09/30/2019
Vista Private Wealth Partners. LLC4,917$241 09/30/2019
     SHM4,917$241 09/30/2019
Wealth Alliance Advisory Group LLC4,892$240 09/30/2019
     SHM4,892$240 09/30/2019
Paulson Wealth Management Inc.4,872$239 09/30/2019
     SHM4,872$239 09/30/2019
Ausdal Financial Partners Inc.4,867$238 09/30/2019
     SHM4,867$238 09/30/2019
Brio Consultants LLC4,810$236 09/30/2019
     SHM4,810$236 09/30/2019
Emerald Investment Partners LLC4,801$235 09/30/2019
     SHM4,801$235 09/30/2019
Cabot Wealth Management Inc.4,786$234 09/30/2019
     SHM4,786$234 09/30/2019
Cetera Investment Advisers4,702$231 09/30/2019
     SHM4,702$231 09/30/2019
Modera Wealth Management LLC4,686$230 09/30/2019
     SHM4,686$230 09/30/2019
M&T Bank Corp4,614$226 09/30/2019
     SHM4,614$226 09/30/2019
Titus Wealth Management4,614$226 09/30/2019
     SHM4,614$226 09/30/2019
Surevest Inc.4,467$219 09/30/2019
     SHM4,467$219 09/30/2019
Econ Financial Services Corp4,462$218 06/30/2019
     SHM4,462$218 06/30/2019
FLC Capital Advisors4,400$216 09/30/2019
     SHM4,400$216 09/30/2019
Blue Square Asset Management LLC4,329$212 09/30/2019
     SHM4,329$212 09/30/2019
Tortoise Investment Management LLC4,240$208 09/30/2019
     SHM4,240$208 09/30/2019
Brookstone Capital Management4,234$207 09/30/2019
     SHM4,234$207 09/30/2019
Financial Advocates Investment Management4,213$206 09/30/2019
     SHM4,213$206 09/30/2019
Thrivent Financial for Lutherans4,190$205 09/30/2019
     SHM4,190$205 09/30/2019
Hollencrest Capital Management4,194$205 09/30/2019
     SHM4,194$205 09/30/2019
Venturi Wealth Management LLC4,162$204 09/30/2019
     SHM4,162$204 09/30/2019
Keybank National Association OH4,140$203 09/30/2019
     SHM4,140$203 09/30/2019
Evergreen Capital Management LLC4,100$201 09/30/2019
     SHM4,100$201 09/30/2019
Little House Capital LLC4,103$201 09/30/2019
     SHM4,103$201 09/30/2019
Calton & Associates Inc.4,079$200 09/30/2019
     SHM4,079$200 09/30/2019
Guidant Wealth Advisors3,757$184 09/30/2019
     SHM3,757$184 09/30/2019
BlackRock Inc.3,093$151 09/30/2019
     SHM3,093$151 09/30/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,000$147 09/30/2019
     SHM3,000$147 09/30/2019
Deutsche Bank AG2,936$143 09/30/2019
     SHM2,936$143 09/30/2019
Northern Oak Wealth Management Inc.2,900$142 09/30/2019
     SHM2,900$142 09/30/2019
Whittier Trust Co.2,767$136 09/30/2019
     SHM2,767$136 09/30/2019
IFP Advisors Inc2,550$125 09/30/2019
     SHM2,550$125 09/30/2019
Benjamin F. Edwards & Company Inc.2,537$124 09/30/2019
     SHM2,537$124 09/30/2019
Evensky & Katz LLC2,327$114 09/30/2019
     SHM2,327$114 09/30/2019
Thor Advisors LLC2,188$107 09/30/2019
     SHM2,188$107 09/30/2019
Westside Investment Management Inc.2,121$103 06/30/2019
     SHM2,121$103 06/30/2019
Private Capital Group LLC1,961$96 09/30/2019
     SHM1,961$96 09/30/2019
Ameritas Investment Corp1,791$88 09/30/2019
     SHM1,791$88 09/30/2019
Trustcore Financial Services LLC1,600$78 09/30/2019
     SHM1,600$78 09/30/2019
Clear Perspective Advisors LLC1,500$73 09/30/2019
     SHM1,500$73 09/30/2019
Global Retirement Partners LLC1,500$73 09/30/2019
     SHM1,500$73 09/30/2019
Bartlett & Co. LLC1,460$72 09/30/2019
     SHM1,460$72 09/30/2019
Delta Asset Management LLC TN1,425$70 09/30/2019
     SHM1,425$70 09/30/2019
Blume Capital Management Inc.1,348$66 09/30/2019
     SHM1,348$66 09/30/2019
TD Capital Management LLC1,324$65 09/30/2019
     SHM1,324$65 09/30/2019
TCI Wealth Advisors Inc.1,330$65 09/30/2019
     SHM1,330$65 09/30/2019
NEXT Financial Group Inc1,301$64 09/30/2019
     SHM1,301$64 09/30/2019
Financial Architects Inc1,175$58 09/30/2019
     SHM1,175$58 09/30/2019
Bay Harbor Wealth Management LLC1,193$58 09/30/2019
     SHM1,193$58 09/30/2019
Crewe Advisors LLC1,043$51 09/30/2019
     SHM1,043$51 09/30/2019
Berman Capital Advisors LLC1,029$50 09/30/2019
     SHM1,029$50 09/30/2019
Proequities Inc.929$46 09/30/2019
     SHM929$46 09/30/2019
Ameritas Investment Partners Inc.900$44 09/30/2019
     SHM900$44 09/30/2019
Transamerica Financial Advisors Inc.889$44 09/30/2019
     SHM889$44 09/30/2019
Private Ocean LLC897$44 09/30/2019
     SHM897$44 09/30/2019
US Bancorp DE875$43 09/30/2019
     SHM875$43 09/30/2019
Advisory Services Network LLC795$39 09/30/2019
     SHM795$39 09/30/2019
AllSquare Wealth Management LLC801$39 09/30/2019
     SHM801$39 09/30/2019
Sowell Financial Services LLC749$37 09/30/2019
     SHM749$37 09/30/2019
Accurate Investment Solutions Inc.727$36 09/30/2019
     SHM727$36 09/30/2019
Synovus Financial Corp500$24 09/30/2019
     SHM500$24 09/30/2019
Capital Investment Advisory Services LLC500$24 09/30/2019
     SHM500$24 09/30/2019
Valley National Advisers Inc.419$21 09/30/2019
     SHM419$21 09/30/2019
Farmers & Merchants Investments Inc.436$21 09/30/2019
     SHM436$21 09/30/2019
McIlrath & Eck LLC427$21 09/30/2019
     SHM427$21 09/30/2019
Front Row Advisors LLC423$21 09/30/2019
     SHM423$21 09/30/2019
Signaturefd LLC411$20 09/30/2019
     SHM411$20 09/30/2019
Stonebridge Capital Advisors LLC385$19 09/30/2019
     SHM385$19 09/30/2019
RPg Family Wealth Advisory LLC350$17 09/30/2019
     SHM350$17 09/30/2019
Coastal Capital Group Inc.325$16 09/30/2019
     SHM325$16 09/30/2019
Fortis Advisors LLC310$15 09/30/2019
     SHM310$15 09/30/2019
Mycio Wealth Partners LLC276$14 09/30/2019
     SHM276$14 09/30/2019
Capital Bank & Trust Co290$14 09/30/2019
     SHM290$14 09/30/2019
Clearbridge Investments LLC225$11 09/30/2019
     SHM225$11 09/30/2019
Brand Asset Management Group Inc.231$11 09/30/2019
     SHM231$11 09/30/2019
AdvisorNet Financial Inc170$8 09/30/2019
     SHM170$8 09/30/2019
Northern Trust Corp13,575$7 09/30/2019
     SHM13,575$7 09/30/2019
Flagship Harbor Advisors LLC136$6 09/30/2019
     SHM136$6 09/30/2019
Alpha Windward LLC101$5 09/30/2019
     SHM101$5 09/30/2019
Valeo Financial Advisors LLC99$5 09/30/2019
     SHM99$5 09/30/2019
Webster Bank N. A.78$4 09/30/2019
     SHM78$4 09/30/2019
Financial Gravity Wealth Inc.77$4 09/30/2019
     SHM77$4 09/30/2019
Trust Co66$3 09/30/2019
     SHM66$3 09/30/2019
MRA Associates USA LLC41$2 09/30/2019
     SHM41$2 09/30/2019
Moisand Fitzgerald Tamayo LLC51$2 09/30/2019
     SHM51$2 09/30/2019
Reilly Financial Advisors LLC29$1 09/30/2019
     SHM29$1 09/30/2019
Motco1$0 09/30/2019
     SHM1$0 09/30/2019
Executive Wealth Management LLC18$0 09/30/2019
     SHM18$0 09/30/2019
Ellevest Inc.5$0 09/30/2019
     SHM5$0 09/30/2019

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

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