HoldingsChannel.com
Funds Holding SHM
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE14,332,295$714,752 06/30/2020
     SHM14,332,295$714,752 06/30/2020
Morgan Stanley6,766,502$337,446 06/30/2020
     SHM6,766,502$337,446 06/30/2020
Envestnet Asset Management Inc.5,351,284$266,869 09/30/2020
     SHM5,351,284$266,869 09/30/2020
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 MN2,285,961$114,001 06/30/2020
     SHM2,285,961$114,001 06/30/2020
Goldman Sachs Group Inc.1,373,885$68,516 06/30/2020
     SHM1,373,885$68,516 06/30/2020
Ameriprise Financial Inc.1,311,471$65,320 06/30/2020
     SHM1,311,471$65,320 06/30/2020
Northwestern Mutual Wealth Management Co.1,251,614$62,418 06/30/2020
     SHM1,251,614$62,418 06/30/2020
PNC Financial Services Group Inc.1,203,682$60,030 06/30/2020
     SHM1,203,682$60,030 06/30/2020
Biltmore Wealth Management LLC1,166,190$58,158 09/30/2020
     SHM1,166,190$58,158 09/30/2020
Citigroup Inc.1,056,105$52,668 06/30/2020
     SHM1,056,105$52,668 06/30/2020
Commonwealth Equity Services LLC1,023,596$51,046 06/30/2020
     SHM1,023,596$51,046 06/30/2020
Bailard Inc.911,919$45,477 06/30/2020
     SHM911,919$45,477 06/30/2020
LPL Financial LLC820,123$40,900 06/30/2020
     SHM820,123$40,900 06/30/2020
Financial Engines Advisors L.L.C.806,721$40,231 06/30/2020
     SHM806,721$40,231 06/30/2020
UBS Group AG784,294$39,112 06/30/2020
     SHM784,294$39,112 06/30/2020
Trustmark National Bank Trust Department624,701$31,154 06/30/2020
     SHM624,701$31,154 06/30/2020
Advisor Group Holdings Inc.601,266$29,985 06/30/2020
     SHM601,266$29,985 06/30/2020
GenTrust LLC583,665$29,107 06/30/2020
     SHM583,665$29,107 06/30/2020
APCM Wealth Management for Individuals560,375$27,946 09/30/2020
     SHM560,375$27,946 09/30/2020
Raymond James Financial Services Advisors Inc.536,831$26,772 06/30/2020
     SHM536,831$26,772 06/30/2020
Stifel Financial Corp516,268$25,746 06/30/2020
     SHM516,268$25,746 06/30/2020
ETRADE Capital Management LLC489,667$24,420 06/30/2020
     SHM489,667$24,420 06/30/2020
Sunflower Bank N.A.423,589$21,123 06/30/2020
     SHM423,589$21,123 06/30/2020
Relative Value Partners Group LLC391,931$19,546 06/30/2020
     SHM391,931$19,546 06/30/2020
People s United Financial Inc.391,077$19,503 06/30/2020
     SHM391,077$19,503 06/30/2020
Avantax Advisory Services Inc.388,615$19,391 09/30/2020
     SHM388,615$19,391 09/30/2020
Truist Financial Corp372,558$18,581 06/30/2020
     SHM372,558$18,581 06/30/2020
Karpus Management Inc.346,887$17,299 06/30/2020
     SHM346,887$17,299 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
Jane Street Group LLC285,822$14,254 06/30/2020
     SHM285,822$14,254 06/30/2020
Sei Investments Co.272,575$13,586 06/30/2020
     SHM272,575$13,586 06/30/2020
Crestwood Advisors Group LLC230,106$11,475 09/30/2020
     SHM230,106$11,475 09/30/2020
Smithfield Trust Co.224,147$11,176 06/30/2020
     SHM224,147$11,176 06/30/2020
Royal Bank of Canada215,948$10,770 06/30/2020
     SHM215,948$10,770 06/30/2020
Manning & Napier Group LLC208,736$10,409 06/30/2020
     SHM208,736$10,409 06/30/2020
CX Institutional188,392$9,394 09/30/2020
     SHM188,392$9,394 09/30/2020
QCI Asset Management Inc. NY172,518$8,603 09/30/2020
     SHM172,518$8,603 09/30/2020
Charles Schwab Investment Management Inc.166,375$8,297 06/30/2020
     SHM166,375$8,297 06/30/2020
Eagle Ridge Investment Management166,359$8,296 06/30/2020
     SHM166,359$8,296 06/30/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management164,968$8,227 06/30/2020
     SHM164,968$8,227 06/30/2020
GWM Advisors LLC154,280$7,694 06/30/2020
     SHM154,280$7,694 06/30/2020
Nicolet Advisory Services LLC152,143$7,587 06/30/2020
     SHM152,143$7,587 06/30/2020
Bragg Financial Advisors Inc149,306$7,446 06/30/2020
     SHM149,306$7,446 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
Hunter Associates Investment Management LLC137,898$6,877 06/30/2020
     SHM137,898$6,877 06/30/2020
BBVA USA Bancshares Inc.137,700$6,867 06/30/2020
     SHM137,700$6,867 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$6,567 06/30/2020
     SHM131,689$6,567 06/30/2020
United Capital Financial Advisers LLC130,872$6,527 06/30/2020
     SHM130,872$6,527 06/30/2020
BDO Wealth Advisors LLC130,049$6,486 06/30/2020
     SHM130,049$6,486 06/30/2020
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
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
Captrust Financial Advisors115,038$5,730 06/30/2020
     SHM115,038$5,730 06/30/2020
Pacific Edge Advisors LLC109,250$5,448 09/30/2020
     SHM109,250$5,448 09/30/2020
Parkside Investments LLC109,264$5,448 06/30/2020
     SHM109,264$5,448 06/30/2020
Bank of Montreal Can102,986$5,132 06/30/2020
     SHM102,986$5,132 06/30/2020
Resources Investment Advisors LLC.102,680$5,119 09/30/2020
     SHM102,680$5,119 09/30/2020
MainStreet Investment Advisors LLC97,306$4,853 06/30/2020
     SHM97,306$4,853 06/30/2020
Brinker Capital Inc.95,240$4,750 06/30/2020
     SHM95,240$4,750 06/30/2020
CLS Investments LLC93,976$4,687 06/30/2020
     SHM93,976$4,687 06/30/2020
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
Lenox Wealth Advisors LLC87,686$4,373 09/30/2020
     SHM87,686$4,373 09/30/2020
Strategic Financial Services Inc 87,270$4,352 06/30/2020
     SHM87,270$4,352 06/30/2020
Chesley Taft & Associates LLC86,114$4,295 09/30/2020
     SHM86,114$4,295 09/30/2020
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
Janney Capital Management LLC83,067$4,143 06/30/2020
     SHM83,067$4,143 06/30/2020
Ackerman Capital Advisors LLC82,556$4,117 06/30/2020
     SHM82,556$4,117 06/30/2020
Orion Portfolio Solutions LLC81,868$4,083 06/30/2020
     SHM81,868$4,083 06/30/2020
Hancock Whitney Corp79,602$3,970 06/30/2020
     SHM79,602$3,970 06/30/2020
Cullen Frost Bankers Inc.76,381$3,809 06/30/2020
     SHM76,381$3,809 06/30/2020
Kwmg LLC75,752$3,778 09/30/2020
     SHM75,752$3,778 09/30/2020
Renaissance Technologies LLC73,900$3,685 06/30/2020
     SHM73,900$3,685 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
United Services Automobile Association74,155$3,637 06/30/2020
     SHM74,155$3,637 06/30/2020
Gateway Advisory LLC71,075$3,545 06/30/2020
     SHM71,075$3,545 06/30/2020
MML Investors Services LLC70,972$3,539 06/30/2020
     SHM70,972$3,539 06/30/2020
Curbstone Financial Management Corp70,074$3,495 09/30/2020
     SHM70,074$3,495 09/30/2020
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
BSW Wealth Partners67,960$3,389 06/30/2020
     SHM67,960$3,389 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
Alaska Permanent Capital Management64,748$3,229 09/30/2020
     SHM64,748$3,229 09/30/2020
Transamerica Financial Advisors Inc.64,134$3,199 06/30/2020
     SHM64,134$3,199 06/30/2020
Moneywise Inc.63,910$3,187 09/30/2020
     SHM63,910$3,187 09/30/2020
Private Advisor Group LLC62,337$3,109 06/30/2020
     SHM62,337$3,109 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
Eagle Global Advisors LLC60,942$3,039 06/30/2020
     SHM60,942$3,039 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
AJ Wealth Strategies LLC59,623$2,973 06/30/2020
     SHM59,623$2,973 06/30/2020
Capital One Financial Corp57,803$2,883 06/30/2020
     SHM57,803$2,883 06/30/2020
Lake Street Financial LLC57,066$2,846 09/30/2020
     SHM57,066$2,846 09/30/2020
Taylor Cottrill Erickson & Associates Inc.56,430$2,814 09/30/2020
     SHM56,430$2,814 09/30/2020
Cliftonlarsonallen Wealth Advisors LLC54,474$2,717 09/30/2020
     SHM54,474$2,717 09/30/2020
Meritage Portfolio Management54,069$2,696 06/30/2020
     SHM54,069$2,696 06/30/2020
McAdam LLC53,119$2,649 06/30/2020
     SHM53,119$2,649 06/30/2020
FSA Wealth Management LLC52,491$2,618 06/30/2020
     SHM52,491$2,618 06/30/2020
Dubuque Bank & Trust52,200$2,603 06/30/2020
     SHM52,200$2,603 06/30/2020
ARGI Investment Services LLC51,287$2,558 06/30/2020
     SHM51,287$2,558 06/30/2020
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
New England Asset Management Inc.48,582$2,423 06/30/2020
     SHM48,582$2,423 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
First Allied Advisory Services Inc.46,643$2,326 06/30/2020
     SHM46,643$2,326 06/30/2020
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 LLC45,154$2,252 06/30/2020
     SHM45,154$2,252 06/30/2020
Level Four Advisory Services LLC44,971$2,239 06/30/2020
     SHM44,971$2,239 06/30/2020
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
Corbenic Partners LLC39,786$1,984 09/30/2020
     SHM39,786$1,984 09/30/2020
Lazard Asset Management LLC39,465$1,968 06/30/2020
     SHM39,465$1,968 06/30/2020
Raymond James Trust N.A.39,144$1,952 09/30/2020
     SHM39,144$1,952 09/30/2020
Sadoff Investment Management LLC38,725$1,931 06/30/2020
     SHM38,725$1,931 06/30/2020
Boston Private Wealth LLC37,775$1,884 06/30/2020
     SHM37,775$1,884 06/30/2020
Biltmore Capital Advisors LLC37,321$1,861 06/30/2020
     SHM37,321$1,861 06/30/2020
Country Trust Bank36,341$1,812 09/30/2020
     SHM36,341$1,812 09/30/2020
Aveo Capital Partners LLC35,601$1,775 06/30/2020
     SHM35,601$1,775 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
Alliancebernstein L.P.34,088$1,700 06/30/2020
     SHM34,088$1,700 06/30/2020
Rockefeller Capital Management L.P.33,582$1,675 06/30/2020
     SHM33,582$1,675 06/30/2020
ST Germain D J Co. Inc.33,120$1,652 06/30/2020
     SHM33,120$1,652 06/30/2020
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
McNaughton Wealth Management LLC32,029$1,597 09/30/2020
     SHM32,029$1,597 09/30/2020
Hengehold Capital Management LLC31,956$1,594 06/30/2020
     SHM31,956$1,594 06/30/2020
DAVENPORT & Co LLC30,818$1,537 09/30/2020
     SHM30,818$1,537 09/30/2020
Boston Standard Wealth Management LLC30,739$1,533 06/30/2020
     SHM30,739$1,533 06/30/2020
Deutsche Bank AG30,591$1,526 06/30/2020
     SHM30,591$1,526 06/30/2020
Mather Group LLC.30,600$1,526 06/30/2020
     SHM30,600$1,526 06/30/2020
SJA Financial Advisory LLC29,984$1,495 06/30/2020
     SHM29,984$1,495 06/30/2020
Flow Traders U.S. LLC29,590$1,476 06/30/2020
     SHM29,590$1,476 06/30/2020
Altavista Wealth Management Inc.29,343$1,463 06/30/2020
     SHM29,343$1,463 06/30/2020
Fifth Third Bancorp29,152$1,454 06/30/2020
     SHM29,152$1,454 06/30/2020
Dynamic Advisor Solutions LLC28,468$1,420 06/30/2020
     SHM28,468$1,420 06/30/2020
Equitable Holdings Inc.27,374$1,365 06/30/2020
     SHM27,374$1,365 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
Advisor OS LLC26,527$1,323 06/30/2020
     SHM26,527$1,323 06/30/2020
Altus Wealth Management LLC25,699$1,282 09/30/2020
     SHM25,699$1,282 09/30/2020
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
Covington Capital Management25,295$1,261 06/30/2020
     SHM25,295$1,261 06/30/2020
HM Payson & Co.24,690$1,231 06/30/2020
     SHM24,690$1,231 06/30/2020
Parallel Advisors LLC24,194$1,206 06/30/2020
     SHM24,194$1,206 06/30/2020
Dorsey & Whitney Trust CO LLC24,014$1,198 06/30/2020
     SHM24,014$1,198 06/30/2020
Leavell Investment Management Inc.23,809$1,187 06/30/2020
     SHM23,809$1,187 06/30/2020
Baird Financial Group Inc.24,156$1,186 06/30/2020
     SHM24,156$1,186 06/30/2020
Arden Trust Co23,172$1,156 09/30/2020
     SHM23,172$1,156 09/30/2020
USAdvisors Wealth Management LLC22,835$1,139 06/30/2020
     SHM22,835$1,139 06/30/2020
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
Disciplined Investments LLC20,204$1,008 06/30/2020
     SHM20,204$1,008 06/30/2020
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
N.E.W. Advisory Services LLC19,904$990 09/30/2020
     SHM19,904$990 09/30/2020
Westside Investment Management Inc.18,644$929 09/30/2020
     SHM18,644$929 09/30/2020
Intellectus Partners LLC18,510$923 06/30/2020
     SHM18,510$923 06/30/2020
Westover Capital Advisors LLC18,358$916 06/30/2020
     SHM18,358$916 06/30/2020
EP Wealth Advisors LLC0$902 06/30/2020
     SHM0$902 06/30/2020
Personal Wealth Partners18,035$899 06/30/2020
     SHM18,035$899 06/30/2020
Advisors Preferred LLC17,940$893 06/30/2020
     SHM17,940$893 06/30/2020
Northwest Wealth Management LLC17,869$891 09/30/2020
     SHM17,869$891 09/30/2020
Columbus Macro LLC17,577$877 06/30/2020
     SHM17,577$877 06/30/2020
Vivaldi Capital Management LLC16,673$833 06/30/2020
     SHM16,673$833 06/30/2020
FMR LLC16,183$807 06/30/2020
     SHM16,183$807 06/30/2020
Nixon Peabody Trust Co.15,500$773 06/30/2020
     SHM15,500$773 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
Sage Financial Group Inc.15,182$757 06/30/2020
     SHM15,182$757 06/30/2020
Nachman Norwood & Parrott Inc15,124$754 09/30/2020
     SHM15,124$754 09/30/2020
Blair William & Co. IL15,109$753 06/30/2020
     SHM15,109$753 06/30/2020
Oarsman Capital Inc.15,034$750 06/30/2020
     SHM15,034$750 06/30/2020
Atria Investments LLC14,961$732 06/30/2020
     SHM14,961$732 06/30/2020
Signature Wealth Management Group14,361$716 06/30/2020
     SHM14,361$716 06/30/2020
One Capital Management LLC14,332$715 06/30/2020
     SHM14,332$715 06/30/2020
Wedbush Securities Inc.14,097$703 06/30/2020
     SHM14,097$703 06/30/2020
Pasadena Private Wealth LLC13,501$673 06/30/2020
     SHM13,501$673 06/30/2020
TrinityPoint Wealth LLC13,359$666 06/30/2020
     SHM13,359$666 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
First United Bank Trust12,725$634 09/30/2020
     SHM12,725$634 09/30/2020
Advisory Services Network LLC12,612$629 06/30/2020
     SHM12,612$629 06/30/2020
Pinnacle Associates Ltd.12,582$627 06/30/2020
     SHM12,582$627 06/30/2020
Pinnacle Wealth Management Advisory Group LLC12,582$627 06/30/2020
     SHM12,582$627 06/30/2020
Fiduciary Group LLC12,551$626 06/30/2020
     SHM12,551$626 06/30/2020
Howard Wealth Management LLC12,448$620 06/30/2020
     SHM12,448$620 06/30/2020
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
Wealthspire Advisors L.P.12,290$613 06/30/2020
     SHM12,290$613 06/30/2020
BerganKDV Wealth Management LLC12,002$599 06/30/2020
     SHM12,002$599 06/30/2020
Cetera Advisor Networks LLC11,996$598 06/30/2020
     SHM11,996$598 06/30/2020
Nations Financial Group Inc. IA ADV11,863$592 06/30/2020
     SHM11,863$592 06/30/2020
Capital Advisors Ltd. LLC11,805$589 06/30/2020
     SHM11,805$589 06/30/2020
Glenview Trust Co11,622$580 06/30/2020
     SHM11,622$580 06/30/2020
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
Rehmann Capital Advisory Group11,515$563 06/30/2020
     SHM11,515$563 06/30/2020
Bangor Savings Bank11,143$556 09/30/2020
     SHM11,143$556 09/30/2020
Naples Global Advisors LLC10,954$546 06/30/2020
     SHM10,954$546 06/30/2020
Traverso Chambers Private Wealth Management LLC10,815$539 06/30/2020
     SHM10,815$539 06/30/2020
We Are One Seven LLC10,758$537 06/30/2020
     SHM10,758$537 06/30/2020
Buckingham Capital Management Inc.10,570$527 06/30/2020
     SHM10,570$527 06/30/2020
Rock Point Advisors LLC10,550$526 06/30/2020
     SHM10,550$526 06/30/2020
OLD Mission Capital LLC10,480$523 06/30/2020
     SHM10,480$523 06/30/2020
CMH Wealth Management LLC10,400$519 06/30/2020
     SHM10,400$519 06/30/2020
M&T Bank Corp10,272$512 06/30/2020
     SHM10,272$512 06/30/2020
Bfsg LLC10,052$501 06/30/2020
     SHM10,052$501 06/30/2020
Optimum Investment Advisors10,000$499 09/30/2020
     SHM10,000$499 09/30/2020
Creative Planning9,959$497 06/30/2020
     SHM9,959$497 06/30/2020
Castle Rock Wealth Management LLC9,850$493 06/30/2020
     SHM9,850$493 06/30/2020
Stratos Wealth Partners LTD.9,596$479 06/30/2020
     SHM9,596$479 06/30/2020
McNamara Financial Services Inc.9,532$475 09/30/2020
     SHM9,532$475 09/30/2020
Laidlaw Wealth Management LLC9,400$469 06/30/2020
     SHM9,400$469 06/30/2020
Cornerstone Wealth Management LLC9,276$463 09/30/2020
     SHM9,276$463 09/30/2020
AMG National Trust Bank9,271$462 06/30/2020
     SHM9,271$462 06/30/2020
Juncture Wealth Strategies LLC9,023$450 09/30/2020
     SHM9,023$450 09/30/2020
Exchange Capital Management Inc.9,000$449 06/30/2020
     SHM9,000$449 06/30/2020
Vista Investment Management8,967$447 06/30/2020
     SHM8,967$447 06/30/2020
Procyon Private Wealth Partners LLC8,935$446 06/30/2020
     SHM8,935$446 06/30/2020
RFG Advisory LLC8,882$443 09/30/2020
     SHM8,882$443 09/30/2020
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
Financial Advocates Investment Management8,405$419 06/30/2020
     SHM8,405$419 06/30/2020
Sontag Advisory LLC8,362$417 06/30/2020
     SHM8,362$417 06/30/2020
Quantum Capital Management8,279$413 06/30/2020
     SHM8,279$413 06/30/2020
Smart Money Group LLC8,171$407 06/30/2020
     SHM8,171$407 06/30/2020
Beacon Pointe Advisors LLC8,060$401 06/30/2020
     SHM8,060$401 06/30/2020
Wellington Shields Capital Management LLC8,000$399 06/30/2020
     SHM8,000$399 06/30/2020
QP Wealth Management LLC7,842$391 09/30/2020
     SHM7,842$391 09/30/2020
Omega Financial Group LLC7,764$387 09/30/2020
     SHM7,764$387 09/30/2020
BOKF NA7,734$386 06/30/2020
     SHM7,734$386 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
Elmwood Wealth Management Inc.7,525$375 06/30/2020
     SHM7,525$375 06/30/2020
Detalus Advisors LLC7,500$374 06/30/2020
     SHM7,500$374 06/30/2020
Icon Wealth Partners LLC7,271$363 06/30/2020
     SHM7,271$363 06/30/2020
Confluence Investment Management LLC7,157$357 09/30/2020
     SHM7,157$357 09/30/2020
Black Diamond Financial LLC7,125$355 06/30/2020
     SHM7,125$355 06/30/2020
Ancora Advisors LLC7,062$352 06/30/2020
     SHM7,062$352 06/30/2020
Diligent Investors LLC6,965$347 06/30/2020
     SHM6,965$347 06/30/2020
Argent Trust Co6,660$333 06/30/2020
     SHM6,660$333 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
CWM LLC6,170$308 09/30/2020
     SHM6,170$308 09/30/2020
Cozad Asset Management Inc.6,125$305 06/30/2020
     SHM6,125$305 06/30/2020
Veritable L.P.6,050$302 06/30/2020
     SHM6,050$302 06/30/2020
Parkside Advisors LLC5,839$291 09/30/2020
     SHM5,839$291 09/30/2020
Evergreen Capital Management LLC5,766$288 06/30/2020
     SHM5,766$288 06/30/2020
AE Wealth Management LLC5,663$282 06/30/2020
     SHM5,663$282 06/30/2020
Sentinel Pension Advisors Inc.5,616$280 06/30/2020
     SHM5,616$280 06/30/2020
Alesco Advisors LLC5,524$275 06/30/2020
     SHM5,524$275 06/30/2020
Investment Partners LTD.5,474$273 06/30/2020
     SHM5,474$273 06/30/2020
Valmark Advisers Inc.5,432$271 06/30/2020
     SHM5,432$271 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
Miracle Mile Advisors LLC5,030$251 06/30/2020
     SHM5,030$251 06/30/2020
Cpwm LLC5,035$251 06/30/2020
     SHM5,035$251 06/30/2020
Gould Asset Management LLC CA5,015$250 06/30/2020
     SHM5,015$250 06/30/2020
Cetera Investment Advisers4,963$248 06/30/2020
     SHM4,963$248 06/30/2020
Titus Wealth Management4,914$245 06/30/2020
     SHM4,914$245 06/30/2020
Pathstone Family Office LLC4,845$242 06/30/2020
     SHM4,845$242 06/30/2020
Modera Wealth Management LLC4,849$242 06/30/2020
     SHM4,849$242 06/30/2020
Paulson Wealth Management Inc.4,644$232 09/30/2020
     SHM4,644$232 09/30/2020
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
Crossmark Global Holdings Inc.4,565$228 09/30/2020
     SHM4,565$228 09/30/2020
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 09/30/2020
     SHM4,517$225 09/30/2020
StoneX Group Inc.4,401$219 06/30/2020
     SHM4,401$219 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
Whittier Trust Co. of Nevada Inc.4,275$213 06/30/2020
     SHM4,275$213 06/30/2020
Brookstone Capital Management4,239$211 09/30/2020
     SHM4,239$211 09/30/2020
Tortoise Investment Management LLC4,240$211 06/30/2020
     SHM4,240$211 06/30/2020
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
Colony Group LLC4,052$202 06/30/2020
     SHM4,052$202 06/30/2020
First Horizon Advisors Inc.3,965$197 06/30/2020
     SHM3,965$197 06/30/2020
WealthShield Partners LLC3,875$193 06/30/2020
     SHM3,875$193 06/30/2020
Parkside Financial Bank & Trust3,696$184 06/30/2020
     SHM3,696$184 06/30/2020
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
Whittier Trust Co.3,169$158 06/30/2020
     SHM3,169$158 06/30/2020
Family Management Corp3,125$156 06/30/2020
     SHM3,125$156 06/30/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,000$150 09/30/2020
     SHM3,000$150 09/30/2020
Northern Oak Wealth Management Inc.2,900$145 06/30/2020
     SHM2,900$145 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
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 LLC2,429$121 09/30/2020
     SHM2,429$121 09/30/2020
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
Private Capital Group LLC1,961$98 06/30/2020
     SHM1,961$98 06/30/2020
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 09/30/2020
     SHM1,500$75 09/30/2020
HHM Wealth Advisors LLC1,475$74 06/30/2020
     SHM1,475$74 06/30/2020
NWK Group Inc.1,381$69 06/30/2020
     SHM1,381$69 06/30/2020
Proequities Inc.1,344$67 06/30/2020
     SHM1,344$67 06/30/2020
Blume Capital Management Inc.1,348$67 06/30/2020
     SHM1,348$67 06/30/2020
TD Capital Management LLC1,324$66 06/30/2020
     SHM1,324$66 06/30/2020
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
Braun Bostich & Associates Inc.1,129$56 09/30/2020
     SHM1,129$56 09/30/2020
Quadrant Capital Group LLC1,131$56 06/30/2020
     SHM1,131$56 06/30/2020
Franklin Resources Inc.1,000$50 06/30/2020
     SHM1,000$50 06/30/2020
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
Gradient Investments LLC900$45 09/30/2020
     SHM900$45 09/30/2020
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
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
Trust Co743$37 09/30/2020
     SHM743$37 09/30/2020
Oakworth Capital Inc.746$37 06/30/2020
     SHM746$37 06/30/2020
Ballast Advisors LLC750$37 06/30/2020
     SHM750$37 06/30/2020
Vigilant Capital Management LLC690$34 09/30/2020
     SHM690$34 09/30/2020
Prestige Wealth Management Group LLC613$31 06/30/2020
     SHM613$31 06/30/2020
US Bancorp DE594$30 06/30/2020
     SHM594$30 06/30/2020
Independence Bank of Kentucky545$27 09/30/2020
     SHM545$27 09/30/2020
Rosenberg Matthew Hamilton512$26 09/30/2020
     SHM512$26 09/30/2020
Capital Investment Advisory Services LLC500$25 09/30/2020
     SHM500$25 09/30/2020
Carolinas Wealth Consulting LLC491$24 06/30/2020
     SHM491$24 06/30/2020
Sowell Financial Services LLC446$22 06/30/2020
     SHM446$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 06/30/2020
     SHM423$21 06/30/2020
Flagship Harbor Advisors LLC388$19 09/30/2020
     SHM388$19 09/30/2020
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
Stonebridge Capital Advisors LLC235$12 06/30/2020
     SHM235$12 06/30/2020
Clearbridge Investments LLC225$11 06/30/2020
     SHM225$11 06/30/2020
Premise Capital LLC222$11 06/30/2020
     SHM222$11 06/30/2020
Creative Financial Designs Inc. ADV210$10 09/30/2020
     SHM210$10 09/30/2020
Cabana LLC201$10 06/30/2020
     SHM201$10 06/30/2020
Leelyn Smith LLC207$10 06/30/2020
     SHM207$10 06/30/2020
Alpha Windward LLC101$5 06/30/2020
     SHM101$5 06/30/2020
Mark Sheptoff Financial Planning LLC84$4 06/30/2020
     SHM84$4 06/30/2020
Apollon Wealth Management LLC88$4 06/30/2020
     SHM88$4 06/30/2020
Huntington National Bank51$3 06/30/2020
     SHM51$3 06/30/2020
BlackRock Inc.36$2 06/30/2020
     SHM36$2 06/30/2020
Signaturefd LLC37$2 06/30/2020
     SHM37$2 06/30/2020
Kore Private Wealth LLC55$2 06/30/2020
     SHM55$2 06/30/2020
Reilly Financial Advisors LLC29$1 06/30/2020
     SHM29$1 06/30/2020
USA Financial Portformulas Corp1$0 09/30/2020
     SHM1$0 09/30/2020
Ellevest Inc.4$0 06/30/2020
     SHM4$0 06/30/2020
Luxor Capital Group LP100,000$-4,288 06/30/2020
     Put100,000$4,288 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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