HoldingsChannel.com
Funds Holding SHM
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE14,510,332$709,991 06/30/2019
     SHM14,510,332$709,991 06/30/2019
Raymond James & Associates2,577,530$126,119 06/30/2019
     SHM2,577,530$126,119 06/30/2019
Morgan Stanley2,166,959$106,029 06/30/2019
     SHM2,166,959$106,029 06/30/2019
Envestnet Asset Management Inc.2,161,588$105,767 06/30/2019
     SHM2,161,588$105,767 06/30/2019
UBS Group AG1,621,069$79,319 06/30/2019
     SHM1,621,069$79,319 06/30/2019
Northwestern Mutual Wealth Management Co.1,537,522$75,231 06/30/2019
     SHM1,537,522$75,231 06/30/2019
PNC Financial Services Group Inc.1,397,759$68,392 06/30/2019
     SHM1,397,759$68,392 06/30/2019
Biltmore Wealth Management LLC1,343,948$65,759 06/30/2019
     SHM1,343,948$65,759 06/30/2019
Citigroup Inc.1,217,898$59,592 06/30/2019
     SHM1,217,898$59,592 06/30/2019
Mercer Global Advisors Inc. ADV1,181,679$57,820 06/30/2019
     SHM1,181,679$57,820 06/30/2019
Commonwealth Equity Services LLC1,116,702$54,640 06/30/2019
     SHM1,116,702$54,640 06/30/2019
Ameriprise Financial Inc.1,056,096$51,691 06/30/2019
     SHM1,056,096$51,691 06/30/2019
Wells Fargo & Company MN1,035,689$50,677 06/30/2019
     SHM1,035,689$50,677 06/30/2019
Caprin Asset Management LLC ADV881,007$43,108 06/30/2019
     SHM881,007$43,108 06/30/2019
APCM Wealth Management for Individuals625,108$30,305 06/30/2019
     SHM625,108$30,305 06/30/2019
Trustmark National Bank Trust Department513,594$25,130 06/30/2019
     SHM513,594$25,130 06/30/2019
Stifel Financial Corp497,581$24,347 06/30/2019
     SHM497,581$24,347 06/30/2019
People s United Financial Inc.479,761$23,475 06/30/2019
     SHM479,761$23,475 06/30/2019
Bailard Inc.441,178$21,587 06/30/2019
     SHM441,178$21,587 06/30/2019
Bank of Montreal Can406,419$19,886 06/30/2019
     SHM406,419$19,886 06/30/2019
Adviser Investments LLC399,435$19,544 06/30/2019
     SHM399,435$19,544 06/30/2019
Nicolet Advisory Services LLC393,652$19,261 06/30/2019
     SHM393,652$19,261 06/30/2019
BB&T Securities LLC343,066$16,786 06/30/2019
     SHM343,066$16,786 06/30/2019
Chatham Capital Group Inc.339,303$16,602 06/30/2019
     SHM339,303$16,602 06/30/2019
United Services Automobile Association301,388$14,747 06/30/2019
     SHM301,388$14,747 06/30/2019
AJ Wealth Strategies LLC298,694$14,615 06/30/2019
     SHM298,694$14,615 06/30/2019
Smithfield Trust Co.284,006$13,897 06/30/2019
     SHM284,006$13,897 06/30/2019
ETRADE Capital Management LLC261,494$12,795 06/30/2019
     SHM261,494$12,795 06/30/2019
Financial Engines Advisors L.L.C.260,006$12,722 06/30/2019
     SHM260,006$12,722 06/30/2019
GenTrust LLC254,735$12,464 06/30/2019
     SHM254,735$12,464 06/30/2019
Hanson McClain Inc.246,459$12,059 06/30/2019
     SHM246,459$12,059 06/30/2019
Crestwood Advisors Group LLC242,364$11,859 06/30/2019
     SHM242,364$11,859 06/30/2019
Captrust Financial Advisors237,268$11,610 06/30/2019
     SHM237,268$11,610 06/30/2019
Raymond James Financial Services Advisors Inc.224,433$10,981 06/30/2019
     SHM224,433$10,981 06/30/2019
Assetmark Inc.211,183$10,333 06/30/2019
     SHM211,183$10,333 06/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management202,982$9,932 06/30/2019
     SHM202,982$9,932 06/30/2019
Goldman Sachs Group Inc.193,236$9,455 06/30/2019
     SHM193,236$9,455 06/30/2019
Flow Traders U.S. LLC191,548$9,372 06/30/2019
     SHM191,548$9,372 06/30/2019
LPL Financial LLC189,489$9,272 06/30/2019
     SHM189,489$9,272 06/30/2019
Gratus Capital LLC182,933$8,951 06/30/2019
     SHM182,933$8,951 06/30/2019
Bbva USA Bancshares Inc.180,400$8,827 06/30/2019
     SHM180,400$8,827 06/30/2019
H D Vest Advisory Services173,340$8,482 06/30/2019
     SHM173,340$8,482 06/30/2019
Ladenburg Thalmann Financial Services Inc.164,879$8,066 06/30/2019
     SHM164,879$8,066 06/30/2019
USA Financial Portformulas Corp166,181$8,056 06/30/2019
     SHM166,181$8,056 06/30/2019
Manning & Napier Group LLC162,988$7,975 06/30/2019
     SHM162,988$7,975 06/30/2019
BDO Wealth Advisors LLC155,545$7,611 06/30/2019
     SHM155,545$7,611 06/30/2019
Prestige Wealth Management Group LLC146,821$7,184 06/30/2019
     SHM146,821$7,184 06/30/2019
Eagle Ridge Investment Management145,632$7,126 06/30/2019
     SHM145,632$7,126 06/30/2019
Royal Bank of Canada143,420$7,018 06/30/2019
     SHM143,420$7,018 06/30/2019
Condor Capital Management140,989$6,899 06/30/2019
     SHM140,989$6,899 06/30/2019
Renaissance Technologies LLC139,600$6,831 06/30/2019
     SHM139,600$6,831 06/30/2019
Staley Capital Advisers Inc.138,712$6,787 06/30/2019
     SHM138,712$6,787 06/30/2019
Cambridge Investment Research Advisors Inc.134,866$6,599 06/30/2019
     SHM134,866$6,599 06/30/2019
UBS Asset Management Americas Inc.134,502$6,581 06/30/2019
     SHM134,502$6,581 06/30/2019
South Texas Money Management Ltd.131,627$6,441 06/30/2019
     SHM131,627$6,441 06/30/2019
Aua Capital Management LLC129,866$6,354 06/30/2019
     SHM129,866$6,354 06/30/2019
James Investment Research Inc.121,224$5,932 06/30/2019
     SHM121,224$5,932 06/30/2019
Parkside Investments LLC119,147$5,830 06/30/2019
     SHM119,147$5,830 06/30/2019
Suntrust Banks Inc.118,109$5,779 06/30/2019
     SHM118,109$5,779 06/30/2019
CX Institutional116,353$5,693 06/30/2019
     SHM116,353$5,693 06/30/2019
Advisor Group Inc.116,160$5,684 06/30/2019
     SHM116,160$5,684 06/30/2019
Pacific Edge Advisors LLC115,140$5,634 06/30/2019
     SHM115,140$5,634 06/30/2019
Boston Advisors LLC113,266$5,542 06/30/2019
     SHM113,266$5,542 06/30/2019
BSW Wealth Partners112,291$5,494 06/30/2019
     SHM112,291$5,494 06/30/2019
Stratos Wealth Partners LTD.111,177$5,440 06/30/2019
     SHM111,177$5,440 06/30/2019
Buckingham Asset Management LLC111,106$5,436 06/30/2019
     SHM111,106$5,436 06/30/2019
Janney Capital Management LLC108,919$5,329 06/30/2019
     SHM108,919$5,329 06/30/2019
Live Your Vision LLC109,529$5,302 03/31/2019
     SHM109,529$5,302 03/31/2019
Taylor Cottrill Erickson & Associates Inc.105,330$5,154 06/30/2019
     SHM105,330$5,154 06/30/2019
Capital Analysts LLC101,840$4,983 06/30/2019
     SHM101,840$4,983 06/30/2019
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.100,150$4,900 06/30/2019
     SHM100,150$4,900 06/30/2019
Resources Investment Advisors LLC.95,573$4,676 06/30/2019
     SHM95,573$4,676 06/30/2019
Personal Wealth Partners91,805$4,505 06/30/2019
     SHM91,805$4,505 06/30/2019
Cliftonlarsonallen Wealth Advisors LLC90,278$4,417 06/30/2019
     SHM90,278$4,417 06/30/2019
BlackRock Inc.88,369$4,324 06/30/2019
     SHM88,369$4,324 06/30/2019
Mariner LLC86,637$4,239 06/30/2019
     SHM86,637$4,239 06/30/2019
HighTower Advisors LLC85,589$4,185 06/30/2019
     SHM85,589$4,185 06/30/2019
CLS Investments LLC84,795$4,149 06/30/2019
     SHM84,795$4,149 06/30/2019
Moneywise Inc.84,483$4,134 06/30/2019
     SHM84,483$4,134 06/30/2019
Alaska Permanent Capital Management84,475$4,133 06/30/2019
     SHM84,475$4,133 06/30/2019
Parkside Advisors LLC81,795$4,002 06/30/2019
     SHM81,795$4,002 06/30/2019
Gateway Advisory LLC79,452$3,888 06/30/2019
     SHM79,452$3,888 06/30/2019
Boston Private Wealth LLC78,965$3,864 06/30/2019
     SHM78,965$3,864 06/30/2019
New England Asset Management Inc.78,582$3,845 06/30/2019
     SHM78,582$3,845 06/30/2019
Allen Investment Management LLC77,391$3,787 06/30/2019
     SHM77,391$3,787 06/30/2019
Leisure Capital Management77,040$3,770 06/30/2019
     SHM77,040$3,770 06/30/2019
Country Club Trust Company n.a.71,784$3,512 06/30/2019
     SHM71,784$3,512 06/30/2019
JFS Wealth Advisors LLC71,690$3,508 06/30/2019
     SHM71,690$3,508 06/30/2019
Karpus Management Inc.71,647$3,506 06/30/2019
     SHM71,647$3,506 06/30/2019
Alliancebernstein L.P.67,511$3,303 06/30/2019
     SHM67,511$3,303 06/30/2019
Curbstone Financial Management Corp65,974$3,228 06/30/2019
     SHM65,974$3,228 06/30/2019
Managed Account Services Inc.65,707$3,212 06/30/2019
     SHM65,707$3,212 06/30/2019
Lenox Wealth Advisors LLC64,601$3,161 06/30/2019
     SHM64,601$3,161 06/30/2019
PrairieView Partners LLC62,674$3,067 06/30/2019
     SHM62,674$3,067 06/30/2019
Hancock Whitney Corp61,808$2,996 03/31/2019
     SHM61,808$2,996 03/31/2019
Callan Capital LLC57,713$2,824 06/30/2019
     SHM57,713$2,824 06/30/2019
Transamerica Financial Advisors Inc.57,233$2,801 06/30/2019
     SHM57,233$2,801 06/30/2019
United Income Inc.55,978$2,739 06/30/2019
     SHM55,978$2,739 06/30/2019
Chesley Taft & Associates LLC54,464$2,665 06/30/2019
     SHM54,464$2,665 06/30/2019
ARGI Investment Services LLC52,832$2,585 06/30/2019
     SHM52,832$2,585 06/30/2019
Greenwich Investment Management Inc.49,975$2,445 06/30/2019
     SHM49,975$2,445 06/30/2019
Lazard Asset Management LLC49,522$2,423 06/30/2019
     SHM49,522$2,423 06/30/2019
RiverGlades Family Offices LLC49,469$2,421 06/30/2019
     SHM49,469$2,421 06/30/2019
Millennium Management LLC12,897$2,312 06/30/2019
     SHM12,897$2,312 06/30/2019
MML Investors Services LLC46,603$2,280 06/30/2019
     SHM46,603$2,280 06/30/2019
Eagle Global Advisors LLC46,005$2,251 06/30/2019
     SHM46,005$2,251 06/30/2019
Bragg Financial Advisors Inc45,890$2,245 06/30/2019
     SHM45,890$2,245 06/30/2019
Independence Advisors LLC44,850$2,195 06/30/2019
     SHM44,850$2,195 06/30/2019
McAdam LLC44,197$2,163 06/30/2019
     SHM44,197$2,163 06/30/2019
Pinnacle Financial Partners Inc.44,178$2,162 06/30/2019
     SHM44,178$2,162 06/30/2019
First Allied Advisory Services Inc.44,053$2,156 06/30/2019
     SHM44,053$2,156 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC43,436$2,125 06/30/2019
     SHM43,436$2,125 06/30/2019
Financial Advisory Service Inc.43,224$2,115 06/30/2019
     SHM43,224$2,115 06/30/2019
Brinker Capital Inc.41,415$2,026 06/30/2019
     SHM41,415$2,026 06/30/2019
Private Advisor Group LLC43,041$1,981 06/30/2019
     SHM43,041$1,981 06/30/2019
CMH Wealth Management LLC40,400$1,977 06/30/2019
     SHM40,400$1,977 06/30/2019
Lincoln National Corp39,680$1,942 06/30/2019
     SHM39,680$1,942 06/30/2019
JPMorgan Chase & Co.38,931$1,905 06/30/2019
     SHM38,931$1,905 06/30/2019
Sadoff Investment Management LLC38,725$1,895 06/30/2019
     SHM38,725$1,895 06/30/2019
Kwmg LLC38,585$1,888 06/30/2019
     SHM38,585$1,888 06/30/2019
Reliance Trust Co. of Delaware38,379$1,861 03/31/2019
     SHM38,379$1,861 03/31/2019
Hengehold Capital Management LLC37,792$1,849 06/30/2019
     SHM37,792$1,849 06/30/2019
Symmetry Partners LLC36,904$1,806 06/30/2019
     SHM36,904$1,806 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC34,750$1,700 06/30/2019
     SHM34,750$1,700 06/30/2019
MBM Wealth Consultants LLC33,411$1,635 06/30/2019
     SHM33,411$1,635 06/30/2019
Arden Trust Co32,548$1,593 06/30/2019
     SHM32,548$1,593 06/30/2019
Altavista Wealth Management Inc.31,850$1,558 06/30/2019
     SHM31,850$1,558 06/30/2019
Strategic Financial Group LLC31,173$1,525 06/30/2019
     SHM31,173$1,525 06/30/2019
Moseley Investment Management Inc.30,084$1,472 06/30/2019
     SHM30,084$1,472 06/30/2019
United Capital Financial Advisers LLC29,746$1,455 06/30/2019
     SHM29,746$1,455 06/30/2019
OLD National Bancorp IN28,620$1,401 06/30/2019
     SHM28,620$1,401 06/30/2019
Strategic Wealth Partners Ltd.27,723$1,356 06/30/2019
     SHM27,723$1,356 06/30/2019
Boston Standard Wealth Management LLC27,508$1,345 06/30/2019
     SHM27,508$1,345 06/30/2019
Country Trust Bank27,058$1,324 06/30/2019
     SHM27,058$1,324 06/30/2019
Citadel Advisors LLC26,999$1,321 06/30/2019
     SHM26,999$1,321 06/30/2019
Strategic Family Wealth Counselors L.L.C.26,765$1,310 06/30/2019
     SHM26,765$1,310 06/30/2019
SJA Financial Advisory LLC26,166$1,280 06/30/2019
     SHM26,166$1,280 06/30/2019
Commerce Bank26,110$1,278 06/30/2019
     SHM26,110$1,278 06/30/2019
Cresset Asset Management LLC25,141$1,230 06/30/2019
     SHM25,141$1,230 06/30/2019
AT Bancorp25,106$1,217 03/31/2019
     SHM25,106$1,217 03/31/2019
Raymond James Trust N.A.24,846$1,216 06/30/2019
     SHM24,846$1,216 06/30/2019
Northwest Wealth Management LLC24,730$1,210 06/30/2019
     SHM24,730$1,210 06/30/2019
Omega Financial Group LLC24,669$1,207 06/30/2019
     SHM24,669$1,207 06/30/2019
Baird Financial Group Inc.24,616$1,205 06/30/2019
     SHM24,616$1,205 06/30/2019
Signet Financial Management LLC24,309$1,194 06/30/2019
     SHM24,309$1,194 06/30/2019
HM Payson & Co.24,160$1,182 06/30/2019
     SHM24,160$1,182 06/30/2019
Pettinga Financial Advisors LLC24,134$1,181 06/30/2019
     SHM24,134$1,181 06/30/2019
Leavell Investment Management Inc.23,833$1,166 06/30/2019
     SHM23,833$1,166 06/30/2019
MidWestOne Financial Group Inc.23,671$1,158 06/30/2019
     SHM23,671$1,158 06/30/2019
Credit Suisse AG23,000$1,125 06/30/2019
     SHM23,000$1,125 06/30/2019
Premise Capital LLC22,842$1,115 06/30/2019
     SHM22,842$1,115 06/30/2019
Cullen Frost Bankers Inc.22,520$1,102 06/30/2019
     SHM22,520$1,102 06/30/2019
Covington Capital Management22,177$1,085 06/30/2019
     SHM22,177$1,085 06/30/2019
DAVENPORT & Co LLC22,103$1,081 06/30/2019
     SHM22,103$1,081 06/30/2019
Foothills Asset Management Ltd.21,820$1,068 06/30/2019
     SHM21,820$1,068 06/30/2019
AMG National Trust Bank21,627$1,058 06/30/2019
     SHM21,627$1,058 06/30/2019
Oppenheimer & Co. Inc.20,805$1,018 06/30/2019
     SHM20,805$1,018 06/30/2019
Sontag Advisory LLC20,403$998 06/30/2019
     SHM20,403$998 06/30/2019
Occidental Asset Management LLC20,400$998 06/30/2019
     SHM20,400$998 06/30/2019
Sage Financial Group Inc.20,370$997 06/30/2019
     SHM20,370$997 06/30/2019
Buckingham Capital Management Inc.19,970$977 06/30/2019
     SHM19,970$977 06/30/2019
Ancora Advisors LLC19,562$957 06/30/2019
     SHM19,562$957 06/30/2019
Covenant Multifamily Offices LLC19,465$952 06/30/2019
     SHM19,465$952 06/30/2019
Regal Investment Advisors LLC19,231$941 06/30/2019
     SHM19,231$941 06/30/2019
Vivaldi Capital Management LLC18,915$926 06/30/2019
     SHM18,915$926 06/30/2019
Columbus Macro LLC18,776$919 06/30/2019
     SHM18,776$919 06/30/2019
Wealthcare Advisory Partners LLC18,608$910 06/30/2019
     SHM18,608$910 06/30/2019
Westover Capital Advisors LLC18,243$893 06/30/2019
     SHM18,243$893 06/30/2019
Proffitt & Goodson Inc.17,426$853 06/30/2019
     SHM17,426$853 06/30/2019
Lourd Capital LLC16,905$827 06/30/2019
     SHM16,905$827 06/30/2019
First Trust Advisors LP16,614$813 06/30/2019
     SHM16,614$813 06/30/2019
Fiduciary Group LLC16,398$802 06/30/2019
     SHM16,398$802 06/30/2019
Vista Investment Management16,312$798 06/30/2019
     SHM16,312$798 06/30/2019
Creative Planning15,825$774 06/30/2019
     SHM15,825$774 06/30/2019
Magnus Financial Group LLC15,804$773 06/30/2019
     SHM15,804$773 06/30/2019
One Capital Management LLC15,755$771 06/30/2019
     SHM15,755$771 06/30/2019
Watch Point Trust Co15,500$758 06/30/2019
     SHM15,500$758 06/30/2019
Nachman Norwood & Parrott Inc15,124$740 06/30/2019
     SHM15,124$740 06/30/2019
Strategic Wealth Advisors Group LLC15,082$737 06/30/2019
     SHM15,082$737 06/30/2019
Bfsg LLC15,052$736 06/30/2019
     SHM15,052$736 06/30/2019
Pasadena Private Wealth LLC14,842$726 06/30/2019
     SHM14,842$726 06/30/2019
Steward Partners Investment Advisory LLC14,698$719 06/30/2019
     SHM14,698$719 06/30/2019
Dakota Wealth Management14,635$717 06/30/2019
     SHM14,635$717 06/30/2019
Ackerman Capital Advisors LLC14,531$711 06/30/2019
     SHM14,531$711 06/30/2019
Signature Wealth Management Group14,457$707 06/30/2019
     SHM14,457$707 06/30/2019
First United Bank Trust13,765$674 06/30/2019
     SHM13,765$674 06/30/2019
Bronfman E.L. Rothschild L.P.13,758$673 06/30/2019
     SHM13,758$673 06/30/2019
PagnatoKarp Partners LLC13,737$672 06/30/2019
     SHM13,737$672 06/30/2019
American Economic Planning Group Inc. ADV13,415$656 06/30/2019
     SHM13,415$656 06/30/2019
Naples Global Advisors LLC13,254$649 06/30/2019
     SHM13,254$649 06/30/2019
Great Point Wealth Advisors LLC13,025$637 06/30/2019
     SHM13,025$637 06/30/2019
Black Diamond Financial LLC12,960$634 06/30/2019
     SHM12,960$634 06/30/2019
Oarsman Capital Inc.12,861$629 06/30/2019
     SHM12,861$629 06/30/2019
Arete Wealth Advisors LLC12,672$620 06/30/2019
     SHM12,672$620 06/30/2019
Bremer Bank National Association12,556$615 06/30/2019
     SHM12,556$615 06/30/2019
Merriman Wealth Management LLC12,310$602 06/30/2019
     SHM12,310$602 06/30/2019
McNamara Financial Services Inc.12,127$588 06/30/2019
     SHM12,127$588 06/30/2019
Capital Advisors Ltd. LLC11,805$578 06/30/2019
     SHM11,805$578 06/30/2019
Summit Financial Wealth Advisors LLC11,731$574 06/30/2019
     SHM11,731$574 06/30/2019
Wedbush Securities Inc.11,659$570 06/30/2019
     SHM11,659$570 06/30/2019
ST Germain D J Co. Inc.11,247$550 06/30/2019
     SHM11,247$550 06/30/2019
Traverso Chambers Private Wealth Management LLC11,255$550 06/30/2019
     SHM11,255$550 06/30/2019
Rehmann Capital Advisory Group11,251$545 03/31/2019
     SHM11,251$545 03/31/2019
EP Wealth Advisors LLC10,876$527 03/31/2019
     SHM10,876$527 03/31/2019
Two Sigma Securities LLC10,736$525 06/30/2019
     SHM10,736$525 06/30/2019
Nations Financial Group Inc. IA ADV10,681$523 06/30/2019
     SHM10,681$523 06/30/2019
Dynamic Advisor Solutions LLC10,657$521 06/30/2019
     SHM10,657$521 06/30/2019
BerganKDV Wealth Management LLC10,355$507 06/30/2019
     SHM10,355$507 06/30/2019
Advisors Preferred LLC10,350$506 06/30/2019
     SHM10,350$506 06/30/2019
Exchange Capital Management Inc.10,312$505 06/30/2019
     SHM10,312$505 06/30/2019
Ceros Financial Services Inc.10,340$501 03/31/2019
     SHM10,340$501 03/31/2019
Aveo Capital Partners LLC10,060$494 06/30/2019
     SHM10,060$494 06/30/2019
First Citizens Bank & Trust Co.10,075$493 06/30/2019
     SHM10,075$493 06/30/2019
Optimum Investment Advisors10,000$489 06/30/2019
     SHM10,000$489 06/30/2019
Blair William & Co. IL9,858$482 06/30/2019
     SHM9,858$482 06/30/2019
PFS Investments Inc.9,583$468 06/30/2019
     SHM9,583$468 06/30/2019
Intellectus Partners LLC9,488$464 06/30/2019
     SHM9,488$464 06/30/2019
Parkside Financial Bank & Trust9,447$462 06/30/2019
     SHM9,447$462 06/30/2019
Principal Financial Group Inc.9,369$458 06/30/2019
     SHM9,369$458 06/30/2019
Susquehanna International Group LLP8,765$429 06/30/2019
     SHM8,765$429 06/30/2019
Aft Forsyth & Company Inc.8,717$427 06/30/2019
     SHM8,717$427 06/30/2019
Comprehensive Portfolio Management LLC8,524$417 06/30/2019
     SHM8,524$417 06/30/2019
Palladium Partners LLC8,350$409 06/30/2019
     SHM8,350$409 06/30/2019
Pathstone Family Office LLC8,290$405 06/30/2019
     SHM8,290$405 06/30/2019
Regions Financial Corp8,149$399 06/30/2019
     SHM8,149$399 06/30/2019
Pinnacle Advisory Group Inc.8,082$395 06/30/2019
     SHM8,082$395 06/30/2019
Wellington Shields Capital Management LLC8,000$391 06/30/2019
     SHM8,000$391 06/30/2019
Estate Counselors LLC7,830$383 06/30/2019
     SHM7,830$383 06/30/2019
Thrivent Financial for Lutherans7,423$363 06/30/2019
     SHM7,423$363 06/30/2019
Alesco Advisors LLC7,405$362 06/30/2019
     SHM7,405$362 06/30/2019
Icon Wealth Partners LLC7,271$356 06/30/2019
     SHM7,271$356 06/30/2019
HL Financial Services LLC7,271$352 03/31/2019
     SHM7,271$352 03/31/2019
Apollon Wealth Management LLC7,100$347 06/30/2019
     SHM7,100$347 06/30/2019
Gradient Investments LLC7,072$346 06/30/2019
     SHM7,072$346 06/30/2019
Syntal Capital Partners LLC7,079$346 06/30/2019
     SHM7,079$346 06/30/2019
Peoples Bank OH7,047$345 06/30/2019
     SHM7,047$345 06/30/2019
Integrated Wealth Concepts LLC6,989$342 06/30/2019
     SHM6,989$342 06/30/2019
Biltmore Capital Advisors LLC6,948$340 06/30/2019
     SHM6,948$340 06/30/2019
Janney Montgomery Scott LLC6,724$329 06/30/2019
     SHM6,724$329 06/30/2019
Fiduciary Trust Co.6,526$319 06/30/2019
     SHM6,526$319 06/30/2019
Diligent Investors LLC6,428$315 06/30/2019
     SHM6,428$315 06/30/2019
Financial Advocates Investment Management6,396$313 06/30/2019
     SHM6,396$313 06/30/2019
Cetera Advisor Networks LLC6,316$309 06/30/2019
     SHM6,316$309 06/30/2019
Tortoise Investment Management LLC6,240$305 06/30/2019
     SHM6,240$305 06/30/2019
Cornerstone Wealth Management LLC6,247$304 06/30/2019
     SHM6,247$304 06/30/2019
Valmark Advisers Inc.6,202$303 06/30/2019
     SHM6,202$303 06/30/2019
Lido Advisors LLC6,204$303 06/30/2019
     SHM6,204$303 06/30/2019
Girard Partners LTD.6,175$302 06/30/2019
     SHM6,175$302 06/30/2019
Fifth Third Securities Inc.6,102$298 06/30/2019
     SHM6,102$298 06/30/2019
Successful Portfolios LLC6,035$295 06/30/2019
     SHM6,035$295 06/30/2019
Elmwood Wealth Management Inc.6,025$295 06/30/2019
     SHM6,025$295 06/30/2019
Family Management Corp5,731$280 06/30/2019
     SHM5,731$280 06/30/2019
Trustcore Financial Services LLC5,700$279 06/30/2019
     SHM5,700$279 06/30/2019
AE Wealth Management LLC5,675$278 06/30/2019
     SHM5,675$278 06/30/2019
Bangor Savings Bank5,643$276 06/30/2019
     SHM5,643$276 06/30/2019
Compass Financial Group Inc.5,583$273 06/30/2019
     SHM5,583$273 06/30/2019
Pinnacle Associates Ltd.5,532$271 06/30/2019
     SHM5,532$271 06/30/2019
Pinnacle Wealth Management Advisory Group LLC5,532$271 06/30/2019
     SHM5,532$271 06/30/2019
OxFORD Asset Management LLP5,500$269 06/30/2019
     SHM5,500$269 06/30/2019
Argent Trust Co5,365$262 06/30/2019
     SHM5,365$262 06/30/2019
FTB Advisors Inc.5,301$259 06/30/2019
     SHM5,301$259 06/30/2019
Sei Investments Co.5,161$254 06/30/2019
     SHM5,161$254 06/30/2019
Cabot Wealth Management Inc.5,186$254 06/30/2019
     SHM5,186$254 06/30/2019
Whittier Trust Co. of Nevada Inc.5,147$252 06/30/2019
     SHM5,147$252 06/30/2019
Quantum Capital Management5,063$248 06/30/2019
     SHM5,063$248 06/30/2019
Cpwm LLC5,004$245 06/30/2019
     SHM5,004$245 06/30/2019
Fulcrum Capital LLC5,000$245 06/30/2019
     SHM5,000$245 06/30/2019
Versant Capital Management Inc5,018$245 06/30/2019
     SHM5,018$245 06/30/2019
Dorsey & Whitney Trust CO LLC4,945$242 06/30/2019
     SHM4,945$242 06/30/2019
Wealth Alliance Advisory Group LLC4,892$240 06/30/2019
     SHM4,892$240 06/30/2019
Paulson Wealth Management Inc.4,877$239 06/30/2019
     SHM4,877$239 06/30/2019
East Coast Asset Management LLC.4,850$237 06/30/2019
     SHM4,850$237 06/30/2019
Emerald Investment Partners LLC4,801$235 06/30/2019
     SHM4,801$235 06/30/2019
Brio Consultants LLC4,793$235 06/30/2019
     SHM4,793$235 06/30/2019
Modera Wealth Management LLC4,686$229 06/30/2019
     SHM4,686$229 06/30/2019
M&T Bank Corp4,614$226 06/30/2019
     SHM4,614$226 06/30/2019
Surevest Inc.4,451$218 06/30/2019
     SHM4,451$218 06/30/2019
Econ Financial Services Corp4,462$218 06/30/2019
     SHM4,462$218 06/30/2019
FLC Capital Advisors4,400$215 06/30/2019
     SHM4,400$215 06/30/2019
Ausdal Financial Partners Inc.4,262$210 06/30/2019
     SHM4,262$210 06/30/2019
ACG Wealth4,240$207 06/30/2019
     SHM4,240$207 06/30/2019
Keybank National Association OH4,210$206 06/30/2019
     SHM4,210$206 06/30/2019
Hollencrest Capital Management4,194$205 06/30/2019
     SHM4,194$205 06/30/2019
Venturi Wealth Management LLC4,162$204 06/30/2019
     SHM4,162$204 06/30/2019
FMR LLC4,090$200 06/30/2019
     SHM4,090$200 06/30/2019
Confluence Wealth Management LLC4,093$200 06/30/2019
     SHM4,093$200 06/30/2019
Howe & Rusling Inc.3,850$188 06/30/2019
     SHM3,850$188 06/30/2019
Guidant Wealth Advisors3,756$184 06/30/2019
     SHM3,756$184 06/30/2019
Destination Wealth Management3,309$162 06/30/2019
     SHM3,309$162 06/30/2019
Bartlett & Co. LLC3,247$159 06/30/2019
     SHM3,247$159 06/30/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,000$147 06/30/2019
     SHM3,000$147 06/30/2019
Deutsche Bank AG2,936$143 06/30/2019
     SHM2,936$143 06/30/2019
Northern Oak Wealth Management Inc.2,900$142 06/30/2019
     SHM2,900$142 06/30/2019
Whittier Trust Co.2,767$135 06/30/2019
     SHM2,767$135 06/30/2019
Benjamin F. Edwards & Company Inc.2,529$124 06/30/2019
     SHM2,529$124 06/30/2019
Avestar Capital LLC2,470$119 06/30/2019
     SHM2,470$119 06/30/2019
Evensky & Katz LLC2,165$106 06/30/2019
     SHM2,165$106 06/30/2019
Westside Investment Management Inc.2,121$103 06/30/2019
     SHM2,121$103 06/30/2019
Crewe Advisors LLC2,085$102 06/30/2019
     SHM2,085$102 06/30/2019
Duncker Streett & Co. Inc.2,000$98 06/30/2019
     SHM2,000$98 06/30/2019
Private Capital Group LLC1,961$94 06/30/2019
     SHM1,961$94 06/30/2019
Clear Perspective Advisors LLC1,500$73 06/30/2019
     SHM1,500$73 06/30/2019
Global Retirement Partners LLC1,500$73 03/31/2019
     SHM1,500$73 03/31/2019
Delta Asset Management LLC TN1,425$70 06/30/2019
     SHM1,425$70 06/30/2019
Blume Capital Management Inc.1,348$66 06/30/2019
     SHM1,348$66 06/30/2019
TD Capital Management LLC1,324$65 06/30/2019
     SHM1,324$65 06/30/2019
TCI Wealth Advisors Inc.1,330$65 06/30/2019
     SHM1,330$65 06/30/2019
IFP Advisors Inc1,326$64 03/31/2019
     SHM1,326$64 03/31/2019
Financial Architects Inc1,175$57 06/30/2019
     SHM1,175$57 06/30/2019
NEXT Financial Group Inc1,135$56 06/30/2019
     SHM1,135$56 06/30/2019
Doyle Wealth Management1,134$55 06/30/2019
     SHM1,134$55 06/30/2019
Berman Capital Advisors LLC1,029$50 06/30/2019
     SHM1,029$50 06/30/2019
Rockefeller Capital Management L.P.997$48 06/30/2019
     SHM997$48 06/30/2019
Proequities Inc.929$45 06/30/2019
     SHM929$45 06/30/2019
Ameritas Investment Partners Inc.900$44 06/30/2019
     SHM900$44 06/30/2019
Private Ocean LLC893$43 06/30/2019
     SHM893$43 06/30/2019
US Bancorp DE821$40 06/30/2019
     SHM821$40 06/30/2019
Advisory Services Network LLC795$39 06/30/2019
     SHM795$39 06/30/2019
AllSquare Wealth Management LLC801$39 06/30/2019
     SHM801$39 06/30/2019
Accurate Investment Solutions Inc.727$36 06/30/2019
     SHM727$36 06/30/2019
Stonebridge Capital Advisors LLC535$26 06/30/2019
     SHM535$26 06/30/2019
Capital Investment Advisory Services LLC500$25 06/30/2019
     SHM500$25 06/30/2019
Synovus Financial Corp500$24 06/30/2019
     SHM500$24 06/30/2019
Farmers & Merchants Investments Inc.477$23 06/30/2019
     SHM477$23 06/30/2019
McIlrath & Eck LLC427$21 06/30/2019
     SHM427$21 06/30/2019
Front Row Advisors LLC423$21 03/31/2019
     SHM423$21 03/31/2019
Redhawk Wealth Advisors Inc.350$17 06/30/2019
     SHM350$17 06/30/2019
RPg Family Wealth Advisory LLC350$17 06/30/2019
     SHM350$17 06/30/2019
Coastal Capital Group Inc.325$16 06/30/2019
     SHM325$16 06/30/2019
Fortis Advisors LLC310$15 06/30/2019
     SHM310$15 06/30/2019
Clearbridge Investments LLC225$11 06/30/2019
     SHM225$11 06/30/2019
Brand Asset Management Group Inc.231$11 06/30/2019
     SHM231$11 06/30/2019
C M Bidwell & Associates Ltd.180$9 06/30/2019
     SHM180$9 06/30/2019
AdvisorNet Financial Inc170$8 06/30/2019
     SHM170$8 06/30/2019
First Manhattan Co.135$6 06/30/2019
     SHM135$6 06/30/2019
Flagship Harbor Advisors LLC136$6 06/30/2019
     SHM136$6 06/30/2019
Alpha Windward LLC101$5 06/30/2019
     SHM101$5 06/30/2019
Valeo Financial Advisors LLC99$5 06/30/2019
     SHM99$5 06/30/2019
Webster Bank N. A.78$4 06/30/2019
     SHM78$4 06/30/2019
Riggs Asset Managment Co. Inc.80$4 06/30/2019
     SHM80$4 06/30/2019
Financial Gravity Wealth Inc.77$4 06/30/2019
     SHM77$4 06/30/2019
MRA Associates USA LLC41$2 06/30/2019
     SHM41$2 06/30/2019
Moisand Fitzgerald Tamayo LLC51$2 06/30/2019
     SHM51$2 06/30/2019
Reilly Financial Advisors LLC29$1 06/30/2019
     SHM29$1 06/30/2019
CWM LLC20$1 06/30/2019
     SHM20$1 06/30/2019
Executive Wealth Management LLC18$1 06/30/2019
     SHM18$1 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     SHM1$0 06/30/2019

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

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