HoldingsChannel.com
Funds Holding SHM
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE14,998,607$736,582 12/31/2019
     SHM14,998,607$736,582 12/31/2019
Raymond James & Associates3,955,290$194,245 12/31/2019
     SHM3,955,290$194,245 12/31/2019
Envestnet Asset Management Inc.2,612,530$128,301 12/31/2019
     SHM2,612,530$128,301 12/31/2019
Morgan Stanley2,252,379$110,615 12/31/2019
     SHM2,252,379$110,615 12/31/2019
Mercer Global Advisors Inc. ADV1,736,012$85,256 12/31/2019
     SHM1,736,012$85,256 12/31/2019
Northwestern Mutual Wealth Management Co.1,610,022$79,068 12/31/2019
     SHM1,610,022$79,068 12/31/2019
PNC Financial Services Group Inc.1,400,070$68,756 12/31/2019
     SHM1,400,070$68,756 12/31/2019
Biltmore Wealth Management LLC1,338,843$65,751 12/31/2019
     SHM1,338,843$65,751 12/31/2019
UBS Group AG1,209,704$59,409 12/31/2019
     SHM1,209,704$59,409 12/31/2019
Citigroup Inc.1,200,325$58,949 12/31/2019
     SHM1,200,325$58,949 12/31/2019
Commonwealth Equity Services LLC1,189,591$58,420 12/31/2019
     SHM1,189,591$58,420 12/31/2019
Ameriprise Financial Inc.1,097,989$53,861 12/31/2019
     SHM1,097,989$53,861 12/31/2019
Caprin Asset Management LLC ADV861,420$42,304 12/31/2019
     SHM861,420$42,304 12/31/2019
Wells Fargo & Company MN853,997$41,939 12/31/2019
     SHM853,997$41,939 12/31/2019
Stifel Financial Corp574,560$28,225 12/31/2019
     SHM574,560$28,225 12/31/2019
APCM Wealth Management for Individuals556,571$27,333 12/31/2019
     SHM556,571$27,333 12/31/2019
Trustmark National Bank Trust Department535,997$26,323 12/31/2019
     SHM535,997$26,323 12/31/2019
Truist Financial Corp481,857$23,664 12/31/2019
     SHM481,857$23,664 12/31/2019
People s United Financial Inc.453,996$22,296 12/31/2019
     SHM453,996$22,296 12/31/2019
GenTrust LLC448,682$22,035 12/31/2019
     SHM448,682$22,035 12/31/2019
Adviser Investments LLC447,616$21,982 12/31/2019
     SHM447,616$21,982 12/31/2019
ETRADE Capital Management LLC391,490$19,226 12/31/2019
     SHM391,490$19,226 12/31/2019
Financial Engines Advisors L.L.C.381,073$18,714 12/31/2019
     SHM381,073$18,714 12/31/2019
Parcion Private Wealth LLC368,298$18,087 12/31/2019
     SHM368,298$18,087 12/31/2019
AJ Wealth Strategies LLC364,758$17,912 12/31/2019
     SHM364,758$17,912 12/31/2019
Nicolet Advisory Services LLC350,934$17,234 12/31/2019
     SHM350,934$17,234 12/31/2019
BB&T Securities LLC340,614$16,687 09/30/2019
     SHM340,614$16,687 09/30/2019
Chatham Capital Group Inc.336,603$16,531 12/31/2019
     SHM336,603$16,531 12/31/2019
Raymond James Financial Services Advisors Inc.301,074$14,786 12/31/2019
     SHM301,074$14,786 12/31/2019
United Services Automobile Association293,959$14,432 12/31/2019
     SHM293,959$14,432 12/31/2019
Captrust Financial Advisors268,397$13,197 12/31/2019
     SHM268,397$13,197 12/31/2019
LPL Financial LLC235,068$11,544 12/31/2019
     SHM235,068$11,544 12/31/2019
Crestwood Advisors Group LLC231,902$11,389 12/31/2019
     SHM231,902$11,389 12/31/2019
Avantax Advisory Services Inc.216,373$10,629 12/31/2019
     SHM216,373$10,629 12/31/2019
Bailard Inc.213,694$10,495 12/31/2019
     SHM213,694$10,495 12/31/2019
Lenox Wealth Advisors LLC212,255$10,424 12/31/2019
     SHM212,255$10,424 12/31/2019
Smithfield Trust Co.202,745$9,956 12/31/2019
     SHM202,745$9,956 12/31/2019
Goldman Sachs Group Inc.179,173$8,799 12/31/2019
     SHM179,173$8,799 12/31/2019
Ladenburg Thalmann Financial Services Inc.176,123$8,651 12/31/2019
     SHM176,123$8,651 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management174,167$8,553 12/31/2019
     SHM174,167$8,553 12/31/2019
GWM Advisors LLC171,216$8,408 12/31/2019
     SHM171,216$8,408 12/31/2019
Assetmark Inc.170,426$8,370 12/31/2019
     SHM170,426$8,370 12/31/2019
Eagle Ridge Investment Management157,578$7,739 12/31/2019
     SHM157,578$7,739 12/31/2019
Royal Bank of Canada154,374$7,582 12/31/2019
     SHM154,374$7,582 12/31/2019
Buckingham Asset Management LLC148,207$7,278 12/31/2019
     SHM148,207$7,278 12/31/2019
Prestige Wealth Management Group LLC146,909$7,215 12/31/2019
     SHM146,909$7,215 12/31/2019
BDO Wealth Advisors LLC146,264$7,183 12/31/2019
     SHM146,264$7,183 12/31/2019
BBVA USA Bancshares Inc.144,650$7,104 12/31/2019
     SHM144,650$7,104 12/31/2019
Condor Capital Management140,528$6,901 12/31/2019
     SHM140,528$6,901 12/31/2019
Astoria Strategic Wealth Inc.140,124$6,896 12/31/2019
     SHM140,124$6,896 12/31/2019
Advisor Group Inc.136,240$6,692 12/31/2019
     SHM136,240$6,692 12/31/2019
Staley Capital Advisers Inc.135,504$6,655 12/31/2019
     SHM135,504$6,655 12/31/2019
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.130,489$6,408 12/31/2019
     SHM130,489$6,408 12/31/2019
Aua Capital Management LLC123,950$6,087 12/31/2019
     SHM123,950$6,087 12/31/2019
James Investment Research Inc.123,369$6,059 12/31/2019
     SHM123,369$6,059 12/31/2019
South Texas Money Management Ltd.123,459$6,048 09/30/2019
     SHM123,459$6,048 09/30/2019
CX Institutional120,629$5,924 12/31/2019
     SHM120,629$5,924 12/31/2019
Resources Investment Advisors LLC.120,119$5,899 12/31/2019
     SHM120,119$5,899 12/31/2019
Suntrust Banks Inc.120,381$5,897 09/30/2019
     SHM120,381$5,897 09/30/2019
BSW Wealth Partners118,765$5,833 12/31/2019
     SHM118,765$5,833 12/31/2019
Renaissance Technologies LLC118,658$5,827 12/31/2019
     SHM118,658$5,827 12/31/2019
CLS Investments LLC115,786$5,686 12/31/2019
     SHM115,786$5,686 12/31/2019
Allworth Financial LP110,686$5,436 12/31/2019
     SHM110,686$5,436 12/31/2019
Cambridge Investment Research Advisors Inc.109,965$5,400 12/31/2019
     SHM109,965$5,400 12/31/2019
Kathmere Capital Management LLC107,641$5,286 12/31/2019
     SHM107,641$5,286 12/31/2019
Capital Analysts LLC105,129$5,163 12/31/2019
     SHM105,129$5,163 12/31/2019
Boston Advisors LLC103,865$5,088 09/30/2019
     SHM103,865$5,088 09/30/2019
Janney Capital Management LLC98,232$4,824 12/31/2019
     SHM98,232$4,824 12/31/2019
Stratos Wealth Partners LTD.97,162$4,772 12/31/2019
     SHM97,162$4,772 12/31/2019
Taylor Cottrill Erickson & Associates Inc.96,710$4,749 12/31/2019
     SHM96,710$4,749 12/31/2019
HighTower Advisors LLC95,005$4,662 12/31/2019
     SHM95,005$4,662 12/31/2019
Aurora Private Wealth Inc.94,683$4,650 12/31/2019
     SHM94,683$4,650 12/31/2019
Pacific Edge Advisors LLC94,440$4,638 12/31/2019
     SHM94,440$4,638 12/31/2019
Karpus Management Inc.94,297$4,631 12/31/2019
     SHM94,297$4,631 12/31/2019
Allen Investment Management LLC92,716$4,553 12/31/2019
     SHM92,716$4,553 12/31/2019
Brinker Capital Inc.90,993$4,469 12/31/2019
     SHM90,993$4,469 12/31/2019
Parkside Investments LLC89,488$4,394 12/31/2019
     SHM89,488$4,394 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC87,113$4,278 12/31/2019
     SHM87,113$4,278 12/31/2019
Managed Account Services Inc.85,054$4,186 12/31/2019
     SHM85,054$4,186 12/31/2019
Alaska Permanent Capital Management84,475$4,149 12/31/2019
     SHM84,475$4,149 12/31/2019
Cullen Frost Bankers Inc.83,393$4,095 12/31/2019
     SHM83,393$4,095 12/31/2019
Gateway Advisory LLC82,639$4,058 12/31/2019
     SHM82,639$4,058 12/31/2019
Derby & Company Inc.81,988$4,026 12/31/2019
     SHM81,988$4,026 12/31/2019
Moneywise Inc.80,412$3,939 12/31/2019
     SHM80,412$3,939 12/31/2019
Country Club Trust Company n.a.80,064$3,929 12/31/2019
     SHM80,064$3,929 12/31/2019
New England Asset Management Inc.78,582$3,859 12/31/2019
     SHM78,582$3,859 12/31/2019
Leisure Capital Management75,572$3,711 12/31/2019
     SHM75,572$3,711 12/31/2019
Bragg Financial Advisors Inc73,116$3,591 12/31/2019
     SHM73,116$3,591 12/31/2019
Eagle Global Advisors LLC70,599$3,467 12/31/2019
     SHM70,599$3,467 12/31/2019
Curbstone Financial Management Corp68,824$3,380 12/31/2019
     SHM68,824$3,380 12/31/2019
Hancock Whitney Corp67,531$3,316 12/31/2019
     SHM67,531$3,316 12/31/2019
Capital One National Association66,242$3,253 12/31/2019
     SHM66,242$3,253 12/31/2019
Janney Montgomery Scott LLC65,495$3,216 12/31/2019
     SHM65,495$3,216 12/31/2019
PrairieView Partners LLC63,776$3,132 12/31/2019
     SHM63,776$3,132 12/31/2019
JPMorgan Chase & Co.62,488$3,069 12/31/2019
     SHM62,488$3,069 12/31/2019
Bessemer Group Inc.61,895$3,040 12/31/2019
     SHM61,895$3,040 12/31/2019
Alliancebernstein L.P.61,841$3,037 12/31/2019
     SHM61,841$3,037 12/31/2019
Ameraudi Asset Management Inc.61,581$3,024 12/31/2019
     SHM61,581$3,024 12/31/2019
Millennium Management LLC61,500$3,020 12/31/2019
     SHM61,500$3,020 12/31/2019
Meritage Portfolio Management58,332$2,865 12/31/2019
     SHM58,332$2,865 12/31/2019
FSA Wealth Management LLC57,104$2,804 12/31/2019
     SHM57,104$2,804 12/31/2019
Callan Capital LLC56,997$2,799 12/31/2019
     SHM56,997$2,799 12/31/2019
Chesley Taft & Associates LLC55,864$2,743 12/31/2019
     SHM55,864$2,743 12/31/2019
Personal Wealth Partners55,765$2,739 12/31/2019
     SHM55,765$2,739 12/31/2019
ARGI Investment Services LLC55,563$2,738 12/31/2019
     SHM55,563$2,738 12/31/2019
United Income Inc.54,615$2,674 09/30/2019
     SHM54,615$2,674 09/30/2019
MML Investors Services LLC50,330$2,472 12/31/2019
     SHM50,330$2,472 12/31/2019
StrategIQ Financial Group LLC50,341$2,472 12/31/2019
     SHM50,341$2,472 12/31/2019
Lazard Asset Management LLC49,622$2,436 12/31/2019
     SHM49,622$2,436 12/31/2019
Private Advisor Group LLC46,584$2,288 12/31/2019
     SHM46,584$2,288 12/31/2019
Lincoln National Corp45,744$2,247 12/31/2019
     SHM45,744$2,247 12/31/2019
RiverGlades Family Offices LLC45,504$2,235 12/31/2019
     SHM45,504$2,235 12/31/2019
McAdam LLC45,116$2,216 12/31/2019
     SHM45,116$2,216 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC44,896$2,204 12/31/2019
     SHM44,896$2,204 12/31/2019
Independence Advisors LLC44,850$2,203 12/31/2019
     SHM44,850$2,203 12/31/2019
Pinnacle Financial Partners Inc.44,747$2,198 12/31/2019
     SHM44,747$2,198 12/31/2019
Kwmg LLC43,763$2,149 12/31/2019
     SHM43,763$2,149 12/31/2019
Boston Private Wealth LLC41,852$2,055 12/31/2019
     SHM41,852$2,055 12/31/2019
Omega Financial Group LLC41,324$2,029 12/31/2019
     SHM41,324$2,029 12/31/2019
SRS Capital Advisors Inc.41,091$2,018 12/31/2019
     SHM41,091$2,018 12/31/2019
Lake Street Financial LLC40,556$1,992 12/31/2019
     SHM40,556$1,992 12/31/2019
CMH Wealth Management LLC40,400$1,984 12/31/2019
     SHM40,400$1,984 12/31/2019
Parkside Advisors LLC40,253$1,977 12/31/2019
     SHM40,253$1,977 12/31/2019
OLD National Bancorp IN39,940$1,962 12/31/2019
     SHM39,940$1,962 12/31/2019
Symmetry Partners LLC39,434$1,932 12/31/2019
     SHM39,434$1,932 12/31/2019
Sadoff Investment Management LLC38,725$1,902 12/31/2019
     SHM38,725$1,902 12/31/2019
Legacy Wealth Partners Inc.37,878$1,866 12/31/2019
     SHM37,878$1,866 12/31/2019
Financial Advisory Service Inc.37,563$1,845 12/31/2019
     SHM37,563$1,845 12/31/2019
First Allied Advisory Services Inc.37,396$1,840 12/31/2019
     SHM37,396$1,840 12/31/2019
Tiedemann Advisors LLC36,757$1,805 12/31/2019
     SHM36,757$1,805 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC34,866$1,712 12/31/2019
     SHM34,866$1,712 12/31/2019
MBM Wealth Consultants LLC34,498$1,694 12/31/2019
     SHM34,498$1,694 12/31/2019
Arden Trust Co31,832$1,563 12/31/2019
     SHM31,832$1,563 12/31/2019
Hengehold Capital Management LLC31,623$1,553 12/31/2019
     SHM31,623$1,553 12/31/2019
Fifth Third Bancorp31,202$1,532 12/31/2019
     SHM31,202$1,532 12/31/2019
Mather Group LLC.30,723$1,509 12/31/2019
     SHM30,723$1,509 12/31/2019
Raymond James Trust N.A.29,832$1,465 12/31/2019
     SHM29,832$1,465 12/31/2019
Altavista Wealth Management Inc.29,097$1,429 12/31/2019
     SHM29,097$1,429 12/31/2019
Boston Standard Wealth Management LLC28,006$1,375 12/31/2019
     SHM28,006$1,375 12/31/2019
DAVENPORT & Co LLC27,738$1,362 12/31/2019
     SHM27,738$1,362 12/31/2019
Strategic Family Wealth Counselors L.L.C.26,978$1,325 12/31/2019
     SHM26,978$1,325 12/31/2019
Equitable Holdings Inc.26,962$1,324 12/31/2019
     SHM26,962$1,324 12/31/2019
Estate Counselors LLC26,460$1,299 12/31/2019
     SHM26,460$1,299 12/31/2019
Pettinga Financial Advisors LLC26,039$1,279 12/31/2019
     SHM26,039$1,279 12/31/2019
Strategic Wealth Partners Ltd.25,910$1,272 12/31/2019
     SHM25,910$1,272 12/31/2019
Moseley Investment Management Inc.25,800$1,267 12/31/2019
     SHM25,800$1,267 12/31/2019
Commerce Bank25,711$1,262 12/31/2019
     SHM25,711$1,262 12/31/2019
SJA Financial Advisory LLC25,554$1,255 12/31/2019
     SHM25,554$1,255 12/31/2019
HM Payson & Co.25,410$1,248 12/31/2019
     SHM25,410$1,248 12/31/2019
PFS Investments Inc.25,344$1,245 12/31/2019
     SHM25,344$1,245 12/31/2019
Northwest Wealth Management LLC25,280$1,242 12/31/2019
     SHM25,280$1,242 12/31/2019
Cresset Asset Management LLC25,141$1,235 12/31/2019
     SHM25,141$1,235 12/31/2019
United Capital Financial Advisers LLC24,664$1,211 12/31/2019
     SHM24,664$1,211 12/31/2019
Manning & Napier Group LLC24,144$1,185 12/31/2019
     SHM24,144$1,185 12/31/2019
Baird Financial Group Inc.23,941$1,176 12/31/2019
     SHM23,941$1,176 12/31/2019
Parallel Advisors LLC22,194$1,090 12/31/2019
     SHM22,194$1,090 12/31/2019
Leavell Investment Management Inc.22,035$1,082 12/31/2019
     SHM22,035$1,082 12/31/2019
Signet Financial Management LLC21,836$1,072 12/31/2019
     SHM21,836$1,072 12/31/2019
Covington Capital Management21,285$1,045 12/31/2019
     SHM21,285$1,045 12/31/2019
Lido Advisors LLC21,069$1,035 12/31/2019
     SHM21,069$1,035 12/31/2019
N.E.W. Advisory Services LLC20,551$1,011 12/31/2019
     SHM20,551$1,011 12/31/2019
Sage Financial Group Inc.20,520$1,008 12/31/2019
     SHM20,520$1,008 12/31/2019
MidWestOne Financial Group Inc.20,428$1,003 12/31/2019
     SHM20,428$1,003 12/31/2019
Regal Investment Advisors LLC20,427$1,003 12/31/2019
     SHM20,427$1,003 12/31/2019
McNaughton Wealth Management LLC20,298$995 12/31/2019
     SHM20,298$995 12/31/2019
Country Trust Bank19,990$982 12/31/2019
     SHM19,990$982 12/31/2019
Buckingham Capital Management Inc.19,970$981 12/31/2019
     SHM19,970$981 12/31/2019
Wealthcare Advisory Partners LLC19,694$967 12/31/2019
     SHM19,694$967 12/31/2019
Ancora Advisors LLC19,562$961 12/31/2019
     SHM19,562$961 12/31/2019
Rockefeller Capital Management L.P.19,424$953 12/31/2019
     SHM19,424$953 12/31/2019
Usca Ria LLC19,359$951 12/31/2019
     SHM19,359$951 12/31/2019
Covenant Multifamily Offices LLC19,265$946 12/31/2019
     SHM19,265$946 12/31/2019
Independent Advisor Alliance19,094$938 12/31/2019
     SHM19,094$938 12/31/2019
Strategic Financial Services Inc 19,025$934 12/31/2019
     SHM19,025$934 12/31/2019
Vivaldi Capital Management LLC18,915$929 12/31/2019
     SHM18,915$929 12/31/2019
Westover Capital Advisors LLC18,904$928 12/31/2019
     SHM18,904$928 12/31/2019
Oarsman Capital Inc.18,069$887 12/31/2019
     SHM18,069$887 12/31/2019
Bank of Montreal Can17,983$883 12/31/2019
     SHM17,983$883 12/31/2019
Dakota Wealth Management17,876$878 12/31/2019
     SHM17,876$878 12/31/2019
Proffitt & Goodson Inc.17,678$868 12/31/2019
     SHM17,678$868 12/31/2019
Atria Investments LLC17,599$864 12/31/2019
     SHM17,599$864 12/31/2019
Creative Planning17,439$856 12/31/2019
     SHM17,439$856 12/31/2019
Aveo Capital Partners LLC17,203$845 12/31/2019
     SHM17,203$845 12/31/2019
Sontag Advisory LLC16,280$800 12/31/2019
     SHM16,280$800 12/31/2019
Oppenheimer & Co. Inc.16,008$786 12/31/2019
     SHM16,008$786 12/31/2019
Wealthspire Advisors L.P.15,875$780 12/31/2019
     SHM15,875$780 12/31/2019
Magnus Financial Group LLC15,870$779 12/31/2019
     SHM15,870$779 12/31/2019
Pasadena Private Wealth LLC15,610$767 12/31/2019
     SHM15,610$767 12/31/2019
Occidental Asset Management LLC15,600$766 12/31/2019
     SHM15,600$766 12/31/2019
Watch Point Trust Co15,500$761 12/31/2019
     SHM15,500$761 12/31/2019
Signature Wealth Management Group15,149$744 12/31/2019
     SHM15,149$744 12/31/2019
First United Bank Trust15,135$743 12/31/2019
     SHM15,135$743 12/31/2019
Nachman Norwood & Parrott Inc15,124$743 12/31/2019
     SHM15,124$743 12/31/2019
PagnatoKarp Partners LLC14,777$726 12/31/2019
     SHM14,777$726 12/31/2019
Columbus Macro LLC14,539$714 12/31/2019
     SHM14,539$714 12/31/2019
First Trust Advisors LP14,184$697 12/31/2019
     SHM14,184$697 12/31/2019
Glenview Trust Co14,190$697 12/31/2019
     SHM14,190$697 12/31/2019
American Economic Planning Group Inc. ADV14,095$690 09/30/2019
     SHM14,095$690 09/30/2019
Steward Partners Investment Advisory LLC13,909$683 12/31/2019
     SHM13,909$683 12/31/2019
Great Point Wealth Advisors LLC13,911$681 09/30/2019
     SHM13,911$681 09/30/2019
Mattern Wealth Management LLC13,073$642 12/31/2019
     SHM13,073$642 12/31/2019
Principal Financial Group Inc.13,028$640 12/31/2019
     SHM13,028$640 12/31/2019
Arete Wealth Advisors LLC12,749$626 12/31/2019
     SHM12,749$626 12/31/2019
Fiduciary Group LLC12,551$616 12/31/2019
     SHM12,551$616 12/31/2019
Vista Investment Management12,341$606 12/31/2019
     SHM12,341$606 12/31/2019
Dorsey & Whitney Trust CO LLC12,306$605 12/31/2019
     SHM12,306$605 12/31/2019
One Capital Management LLC12,305$604 12/31/2019
     SHM12,305$604 12/31/2019
FMR LLC12,162$597 12/31/2019
     SHM12,162$597 12/31/2019
RFG Advisory LLC12,146$596 12/31/2019
     SHM12,146$596 12/31/2019
Strategic Wealth Advisors Group LLC11,962$587 12/31/2019
     SHM11,962$587 12/31/2019
We Are One Seven LLC11,967$587 12/31/2019
     SHM11,967$587 12/31/2019
Blair William & Co. IL11,935$586 12/31/2019
     SHM11,935$586 12/31/2019
AMG National Trust Bank11,805$580 12/31/2019
     SHM11,805$580 12/31/2019
Capital Advisors Ltd. LLC11,805$580 12/31/2019
     SHM11,805$580 12/31/2019
Wedbush Securities Inc.11,761$578 12/31/2019
     SHM11,761$578 12/31/2019
Naples Global Advisors LLC11,654$572 12/31/2019
     SHM11,654$572 12/31/2019
Dynamic Advisor Solutions LLC11,547$567 12/31/2019
     SHM11,547$567 12/31/2019
ST Germain D J Co. Inc.11,517$566 12/31/2019
     SHM11,517$566 12/31/2019
BerganKDV Wealth Management LLC11,411$560 12/31/2019
     SHM11,411$560 12/31/2019
Bfsg LLC11,252$553 12/31/2019
     SHM11,252$553 12/31/2019
Traverso Chambers Private Wealth Management LLC11,255$553 12/31/2019
     SHM11,255$553 12/31/2019
JFS Wealth Advisors LLC11,228$551 12/31/2019
     SHM11,228$551 12/31/2019
EP Wealth Advisors LLC11,206$550 12/31/2019
     SHM11,206$550 12/31/2019
Summit Financial Wealth Advisors LLC11,103$548 12/31/2019
     SHM11,103$548 12/31/2019
Keybank National Association OH11,140$547 12/31/2019
     SHM11,140$547 12/31/2019
Rock Point Advisors LLC10,950$538 12/31/2019
     SHM10,950$538 12/31/2019
Nations Financial Group Inc. IA ADV10,722$527 12/31/2019
     SHM10,722$527 12/31/2019
McNamara Financial Services Inc.10,688$525 12/31/2019
     SHM10,688$525 12/31/2019
Exchange Capital Management Inc.10,205$501 12/31/2019
     SHM10,205$501 12/31/2019
Intellectus Partners LLC10,202$501 12/31/2019
     SHM10,202$501 12/31/2019
Intl Fcstone Inc.10,159$499 12/31/2019
     SHM10,159$499 12/31/2019
Foothills Asset Management Ltd.10,160$499 12/31/2019
     SHM10,160$499 12/31/2019
First Citizens Bank & Trust Co.10,075$495 12/31/2019
     SHM10,075$495 12/31/2019
Optimum Investment Advisors10,000$491 12/31/2019
     SHM10,000$491 12/31/2019
Flow Traders U.S. LLC9,801$481 12/31/2019
     SHM9,801$481 12/31/2019
Thrivent Financial for Lutherans9,442$463 12/31/2019
     SHM9,442$463 12/31/2019
IFP Advisors Inc9,098$446 12/31/2019
     SHM9,098$446 12/31/2019
Bangor Savings Bank9,034$444 12/31/2019
     SHM9,034$444 12/31/2019
Castle Rock Wealth Management LLC8,850$437 12/31/2019
     SHM8,850$437 12/31/2019
Greenwich Investment Management Inc.8,800$432 12/31/2019
     SHM8,800$432 12/31/2019
Windsor Group LTD8,771$431 12/31/2019
     SHM8,771$431 12/31/2019
Aft Forsyth & Company Inc.8,717$428 12/31/2019
     SHM8,717$428 12/31/2019
BCS Wealth Management8,670$426 12/31/2019
     SHM8,670$426 12/31/2019
Black Diamond Financial LLC8,560$420 12/31/2019
     SHM8,560$420 12/31/2019
Beacon Pointe Wealth Advisors LLC8,523$418 12/31/2019
     SHM8,523$418 12/31/2019
Dubuque Bank & Trust Co.8,202$403 12/31/2019
     SHM8,202$403 12/31/2019
Fifth Third Securities Inc.8,078$397 12/31/2019
     SHM8,078$397 12/31/2019
Wellington Shields Capital Management LLC8,000$393 12/31/2019
     SHM8,000$393 12/31/2019
Diligent Investors LLC7,964$391 12/31/2019
     SHM7,964$391 12/31/2019
Pinnacle Advisory Group Inc.7,612$374 12/31/2019
     SHM7,612$374 12/31/2019
Evergreen Capital Management LLC7,600$373 12/31/2019
     SHM7,600$373 12/31/2019
Icon Wealth Partners LLC7,271$357 12/31/2019
     SHM7,271$357 12/31/2019
Integrated Wealth Concepts LLC7,006$344 12/31/2019
     SHM7,006$344 12/31/2019
Biltmore Capital Advisors LLC6,948$341 12/31/2019
     SHM6,948$341 12/31/2019
Cypress Capital LLC6,779$333 12/31/2019
     SHM6,779$333 12/31/2019
Cetera Advisor Networks LLC6,624$325 12/31/2019
     SHM6,624$325 12/31/2019
Smart Money Group LLC6,600$324 12/31/2019
     SHM6,600$324 12/31/2019
Elmwood Wealth Management Inc.6,525$320 12/31/2019
     SHM6,525$320 12/31/2019
Gradient Investments LLC6,356$312 12/31/2019
     SHM6,356$312 12/31/2019
Cornerstone Wealth Management LLC6,247$307 12/31/2019
     SHM6,247$307 12/31/2019
Valmark Advisers Inc.6,202$305 12/31/2019
     SHM6,202$305 12/31/2019
Financial Advocates Investment Management6,168$303 12/31/2019
     SHM6,168$303 12/31/2019
Alesco Advisors LLC6,059$298 12/31/2019
     SHM6,059$298 12/31/2019
TrinityPoint Wealth LLC6,045$297 12/31/2019
     SHM6,045$297 12/31/2019
Quantum Capital Management6,026$296 12/31/2019
     SHM6,026$296 12/31/2019
Sei Investments Co.5,952$293 12/31/2019
     SHM5,952$293 12/31/2019
US Bancorp DE5,904$290 12/31/2019
     SHM5,904$290 12/31/2019
AE Wealth Management LLC5,753$283 12/31/2019
     SHM5,753$283 12/31/2019
Successful Portfolios LLC5,770$283 12/31/2019
     SHM5,770$283 12/31/2019
Bay Rivers Group5,750$282 12/31/2019
     SHM5,750$282 12/31/2019
Howe & Rusling Inc.5,705$280 12/31/2019
     SHM5,705$280 12/31/2019
Laidlaw Wealth Management LLC5,593$275 12/31/2019
     SHM5,593$275 12/31/2019
Compass Financial Group Inc.5,583$274 12/31/2019
     SHM5,583$274 12/31/2019
WBH Advisory Inc.5,520$271 12/31/2019
     SHM5,520$271 12/31/2019
Whittier Trust Co. of Nevada Inc.5,519$271 12/31/2019
     SHM5,519$271 12/31/2019
Merriman Wealth Management LLC5,486$269 12/31/2019
     SHM5,486$269 12/31/2019
Argent Trust Co5,365$264 12/31/2019
     SHM5,365$264 12/31/2019
Evolution Wealth Advisors LLC5,372$264 12/31/2019
     SHM5,372$264 12/31/2019
Alpha Windward LLC5,351$263 12/31/2019
     SHM5,351$263 12/31/2019
Versant Capital Management Inc5,318$261 12/31/2019
     SHM5,318$261 12/31/2019
FTB Advisors Inc.5,307$260 12/31/2019
     SHM5,307$260 12/31/2019
Cetera Investment Advisers5,088$251 12/31/2019
     SHM5,088$251 12/31/2019
Cpwm LLC5,032$247 12/31/2019
     SHM5,032$247 12/31/2019
Vista Private Wealth Partners. LLC4,945$243 12/31/2019
     SHM4,945$243 12/31/2019
Titus Wealth Management4,914$241 12/31/2019
     SHM4,914$241 12/31/2019
Wealth Alliance Advisory Group LLC4,892$240 12/31/2019
     SHM4,892$240 12/31/2019
Emerald Investment Partners LLC4,801$236 12/31/2019
     SHM4,801$236 12/31/2019
Cabot Wealth Management Inc.4,786$235 12/31/2019
     SHM4,786$235 12/31/2019
Modera Wealth Management LLC4,686$230 12/31/2019
     SHM4,686$230 12/31/2019
Parkside Financial Bank & Trust4,574$225 12/31/2019
     SHM4,574$225 12/31/2019
Sigma Planning Corp4,525$222 12/31/2019
     SHM4,525$222 12/31/2019
Surevest Inc.4,488$220 12/31/2019
     SHM4,488$220 12/31/2019
Ausdal Financial Partners Inc.4,366$216 12/31/2019
     SHM4,366$216 12/31/2019
FLC Capital Advisors4,400$216 12/31/2019
     SHM4,400$216 12/31/2019
Family Management Corp4,375$215 12/31/2019
     SHM4,375$215 12/31/2019
Brio Consultants LLC4,384$215 12/31/2019
     SHM4,384$215 12/31/2019
Blue Square Asset Management LLC4,329$213 12/31/2019
     SHM4,329$213 12/31/2019
Tortoise Investment Management LLC4,240$208 12/31/2019
     SHM4,240$208 12/31/2019
Brookstone Capital Management4,234$208 12/31/2019
     SHM4,234$208 12/31/2019
Hollencrest Capital Management4,194$206 12/31/2019
     SHM4,194$206 12/31/2019
SignalPoint Asset Management LLC4,139$203 12/31/2019
     SHM4,139$203 12/31/2019
EPG Wealth Management LLC3,973$195 12/31/2019
     SHM3,973$195 12/31/2019
Howard Wealth Management LLC3,800$186 12/31/2019
     SHM3,800$186 12/31/2019
Pathstone Family Office LLC3,765$185 12/31/2019
     SHM3,765$185 12/31/2019
Guidant Wealth Advisors3,757$184 09/30/2019
     SHM3,757$184 09/30/2019
Lakeview Capital Partners LLC3,517$173 12/31/2019
     SHM3,517$173 12/31/2019
Deutsche Bank AG3,255$159 12/31/2019
     SHM3,255$159 12/31/2019
Citizens Financial Group Inc RI3,225$158 12/31/2019
     SHM3,225$158 12/31/2019
BlackRock Inc.3,088$152 12/31/2019
     SHM3,088$152 12/31/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,000$147 12/31/2019
     SHM3,000$147 12/31/2019
LWS Wealth Advisors Inc.2,936$144 12/31/2019
     SHM2,936$144 12/31/2019
Northern Oak Wealth Management Inc.2,900$142 12/31/2019
     SHM2,900$142 12/31/2019
Ameritas Investment Company LLC2,558$126 12/31/2019
     SHM2,558$126 12/31/2019
Benjamin F. Edwards & Company Inc.2,550$125 12/31/2019
     SHM2,550$125 12/31/2019
Premise Capital LLC2,505$123 12/31/2019
     SHM2,505$123 12/31/2019
Evensky & Katz LLC2,295$112 12/31/2019
     SHM2,295$112 12/31/2019
Belpointe Asset Management LLC2,077$102 12/31/2019
     SHM2,077$102 12/31/2019
Duncker Streett & Co. Inc.2,000$98 12/31/2019
     SHM2,000$98 12/31/2019
Private Capital Group LLC1,961$96 12/31/2019
     SHM1,961$96 12/31/2019
Whittier Trust Co.1,756$86 12/31/2019
     SHM1,756$86 12/31/2019
Trustcore Financial Services LLC1,600$79 12/31/2019
     SHM1,600$79 12/31/2019
Firestone Capital Management1,580$78 12/31/2019
     SHM1,580$78 12/31/2019
Allred Capital Management LLC1,523$75 12/31/2019
     SHM1,523$75 12/31/2019
Global Retirement Partners LLC1,500$74 12/31/2019
     SHM1,500$74 12/31/2019
Bartlett & Co. LLC1,460$72 09/30/2019
     SHM1,460$72 09/30/2019
Delta Asset Management LLC TN1,425$70 12/31/2019
     SHM1,425$70 12/31/2019
NWK Group Inc.1,381$68 12/31/2019
     SHM1,381$68 12/31/2019
Blume Capital Management Inc.1,348$66 12/31/2019
     SHM1,348$66 12/31/2019
TD Capital Management LLC1,324$65 12/31/2019
     SHM1,324$65 12/31/2019
TCI Wealth Advisors Inc.1,330$65 12/31/2019
     SHM1,330$65 12/31/2019
Advisory Services Network LLC1,310$64 12/31/2019
     SHM1,310$64 12/31/2019
NEXT Financial Group Inc1,308$64 12/31/2019
     SHM1,308$64 12/31/2019
Ellevest Inc.1,194$59 12/31/2019
     SHM1,194$59 12/31/2019
Financial Architects Inc1,175$58 12/31/2019
     SHM1,175$58 12/31/2019
Quadrant Capital Group LLC1,131$55 12/31/2019
     SHM1,131$55 12/31/2019
Crewe Advisors LLC1,043$51 12/31/2019
     SHM1,043$51 12/31/2019
Berman Capital Advisors LLC1,029$50 12/31/2019
     SHM1,029$50 12/31/2019
Proequities Inc.929$46 12/31/2019
     SHM929$46 12/31/2019
Private Ocean LLC901$45 12/31/2019
     SHM901$45 12/31/2019
Ameritas Investment Partners Inc.905$44 12/31/2019
     SHM905$44 12/31/2019
Transamerica Financial Advisors Inc.890$44 12/31/2019
     SHM890$44 12/31/2019
Ballast Advisors LLC825$41 12/31/2019
     SHM825$41 12/31/2019
Harbor Investment Advisory LLC812$40 12/31/2019
     SHM812$40 12/31/2019
AllSquare Wealth Management LLC801$39 12/31/2019
     SHM801$39 12/31/2019
Accurate Investment Solutions Inc.727$36 12/31/2019
     SHM727$36 12/31/2019
CXI Advisors527$26 12/31/2019
     SHM527$26 12/31/2019
Synovus Financial Corp500$25 12/31/2019
     SHM500$25 12/31/2019
Capital Investment Advisory Services LLC500$25 12/31/2019
     SHM500$25 12/31/2019
Valley National Advisers Inc.419$21 12/31/2019
     SHM419$21 12/31/2019
Farmers & Merchants Investments Inc.436$21 12/31/2019
     SHM436$21 12/31/2019
Flagship Harbor Advisors LLC426$21 12/31/2019
     SHM426$21 12/31/2019
McIlrath & Eck LLC427$21 12/31/2019
     SHM427$21 12/31/2019
Front Row Advisors LLC423$21 12/31/2019
     SHM423$21 12/31/2019
Kore Private Wealth LLC423$21 12/31/2019
     SHM423$21 12/31/2019
Signaturefd LLC411$20 12/31/2019
     SHM411$20 12/31/2019
Mycio Wealth Partners LLC360$18 12/31/2019
     SHM360$18 12/31/2019
RPg Family Wealth Advisory LLC350$17 12/31/2019
     SHM350$17 12/31/2019
Coastal Capital Group Inc.325$15 12/31/2019
     SHM325$15 12/31/2019
Savior LLC308$15 12/31/2019
     SHM308$15 12/31/2019
Capital Bank & Trust Co290$14 12/31/2019
     SHM290$14 12/31/2019
Stonebridge Capital Advisors LLC235$12 12/31/2019
     SHM235$12 12/31/2019
Clearbridge Investments LLC225$11 12/31/2019
     SHM225$11 12/31/2019
Brand Asset Management Group Inc.231$11 12/31/2019
     SHM231$11 12/31/2019
AdvisorNet Financial Inc170$8 12/31/2019
     SHM170$8 12/31/2019
CWM LLC164$8 12/31/2019
     SHM164$8 12/31/2019
Sowell Financial Services LLC172$8 12/31/2019
     SHM172$8 12/31/2019
Northern Trust Corp13,443$7 12/31/2019
     SHM13,443$7 12/31/2019
Valeo Financial Advisors LLC99$5 12/31/2019
     SHM99$5 12/31/2019
Liberty Wealth Management LLC98$5 12/31/2019
     SHM98$5 12/31/2019
Webster Bank N. A.78$4 12/31/2019
     SHM78$4 12/31/2019
Corbenic Partners LLC87$4 12/31/2019
     SHM87$4 12/31/2019
Financial Gravity Wealth Inc.77$4 09/30/2019
     SHM77$4 09/30/2019
Moisand Fitzgerald Tamayo LLC51$3 12/31/2019
     SHM51$3 12/31/2019
MRA Associates USA LLC41$2 09/30/2019
     SHM41$2 09/30/2019
Reilly Financial Advisors LLC29$1 12/31/2019
     SHM29$1 12/31/2019

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

Quotes delayed 20 minutes

Funds Holding SHM | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.