HoldingsChannel.com
Funds Holding SHV
HolderAmountPosition Size
($ in 1000's)
 As of
Strategic Wealth Partners Ltd.39,052$1,825,327 09/30/2019
     SHV39,052$1,825,327 09/30/2019
JPMorgan Chase & Co.11,719,800$1,296,444 09/30/2019
     SHV11,719,800$1,296,444 09/30/2019
Betterment LLC8,312,085$919,732 09/30/2019
     SHV8,312,085$919,732 09/30/2019
BlackRock Inc.5,703,246$630,894 09/30/2019
     SHV5,703,246$630,894 09/30/2019
Wells Fargo & Company MN5,054,003$559,074 09/30/2019
     SHV5,054,003$559,074 09/30/2019
FMR LLC4,248,017$469,915 09/30/2019
     SHV4,248,017$469,915 09/30/2019
Bank of America Corp DE3,305,707$365,677 09/30/2019
     SHV3,305,707$365,677 09/30/2019
Morgan Stanley2,845,140$314,729 09/30/2019
     SHV2,845,140$314,729 09/30/2019
Jane Street Group LLC2,382,060$263,504 09/30/2019
     SHV2,382,060$263,504 09/30/2019
IndexIQ Advisors LLC2,371,023$262,283 09/30/2019
     SHV2,371,023$262,283 09/30/2019
Assetmark Inc.2,185,707$241,783 09/30/2019
     SHV2,185,707$241,783 09/30/2019
Grimes & Company Inc.1,947,516$215,434 09/30/2019
     SHV1,947,516$215,434 09/30/2019
Equity Investment Corp1,637,475$181,137 09/30/2019
     SHV1,637,475$181,137 09/30/2019
Stifel Financial Corp1,547,795$171,217 09/30/2019
     SHV1,547,795$171,217 09/30/2019
Royal Bank of Canada1,294,632$143,211 09/30/2019
     SHV1,294,632$143,211 09/30/2019
LPL Financial LLC1,144,275$126,580 09/30/2019
     SHV1,144,275$126,580 09/30/2019
Ameriprise Financial Inc.1,125,228$124,511 09/30/2019
     SHV1,125,228$124,511 09/30/2019
Goldman Sachs Group Inc.923,949$102,207 09/30/2019
     SHV923,949$102,207 09/30/2019
Raymond James & Associates797,310$88,199 09/30/2019
     SHV797,310$88,199 09/30/2019
UBS Group AG783,314$86,650 09/30/2019
     SHV783,314$86,650 09/30/2019
Jordan Park Group LLC645,054$71,356 09/30/2019
     SHV645,054$71,356 09/30/2019
Envestnet Asset Management Inc.570,515$63,110 09/30/2019
     SHV570,515$63,110 09/30/2019
NextCapital Advisers Inc.566,724$62,679 09/30/2019
     SHV566,724$62,679 09/30/2019
Hsbc Holdings PLC557,394$61,659 09/30/2019
     SHV557,394$61,659 09/30/2019
Miracle Mile Advisors LLC456,816$50,533 09/30/2019
     SHV456,816$50,533 09/30/2019
Pacific Financial Group Inc.436,420$48,290 09/30/2019
     SHV436,420$48,290 09/30/2019
Citadel Advisors LLC417,805$46,218 09/30/2019
     SHV417,805$46,218 09/30/2019
Banco Santander S.A.409,797$45,274 09/30/2019
     SHV409,797$45,274 09/30/2019
Stadion Money Management LLC375,368$41,523 09/30/2019
     SHV375,368$41,523 09/30/2019
Raymond James Financial Services Advisors Inc.342,100$37,848 09/30/2019
     SHV342,100$37,848 09/30/2019
Global Financial Private Capital Inc276,935$30,635 09/30/2019
     SHV276,935$30,635 09/30/2019
Hollow Brook Wealth Management LLC265,459$29,365 09/30/2019
     SHV265,459$29,365 09/30/2019
CWM LLC262,005$28,983 09/30/2019
     SHV262,005$28,983 09/30/2019
Titan Capital Management LLC CA239,504$26,494 09/30/2019
     SHV239,504$26,494 09/30/2019
Acorns Advisers LLC215,743$23,887 09/30/2019
     SHV215,743$23,887 09/30/2019
James Investment Research Inc.209,330$23,156 09/30/2019
     SHV209,330$23,156 09/30/2019
Thrivent Financial for Lutherans205,690$22,754 09/30/2019
     SHV205,690$22,754 09/30/2019
Anchor Capital Advisors LLC205,166$22,695 09/30/2019
     SHV205,166$22,695 09/30/2019
Comerica Securities Inc.202,701$22,423 09/30/2019
     SHV202,701$22,423 09/30/2019
Gamble Jones Investment Counsel170,445$18,855 09/30/2019
     SHV170,445$18,855 09/30/2019
Alaska Permanent Capital Management170,349$18,844 09/30/2019
     SHV170,349$18,844 09/30/2019
APCM Wealth Management for Individuals170,349$18,844 09/30/2019
     SHV170,349$18,844 09/30/2019
Ladenburg Thalmann Financial Services Inc.157,683$17,443 09/30/2019
     SHV157,683$17,443 09/30/2019
New York Life Investment Management LLC157,474$17,393 09/30/2019
     SHV157,474$17,393 09/30/2019
Hudock Capital Group LLC155,387$17,188 09/30/2019
     SHV155,387$17,188 09/30/2019
Suntrust Banks Inc.149,740$16,564 09/30/2019
     SHV149,740$16,564 09/30/2019
Credit Suisse AG148,975$16,480 09/30/2019
     SHV148,975$16,480 09/30/2019
Financial Sense Advisors Inc.147,782$16,348 09/30/2019
     SHV147,782$16,348 09/30/2019
Advisor Group Inc.137,194$15,181 09/30/2019
     SHV137,194$15,181 09/30/2019
Kays Financial Advisory Corp ADV135,323$14,969 09/30/2019
     SHV135,323$14,969 09/30/2019
SimpliFi Inc.128,334$14,196 09/30/2019
     SHV128,334$14,196 09/30/2019
FormulaFolio Investments LLC125,173$13,847 09/30/2019
     SHV125,173$13,847 09/30/2019
Mirae Asset Global Investments Co. Ltd.120,000$13,274 09/30/2019
     SHV120,000$13,274 09/30/2019
Oppenheimer & Co. Inc.112,933$12,493 09/30/2019
     SHV112,933$12,493 09/30/2019
Calton & Associates Inc.110,876$12,265 09/30/2019
     SHV110,876$12,265 09/30/2019
Cambridge Investment Research Advisors Inc.109,075$12,066 09/30/2019
     SHV109,075$12,066 09/30/2019
MML Investors Services LLC107,875$11,933 09/30/2019
     SHV107,875$11,933 09/30/2019
Woodmont Investment Counsel LLC107,574$11,900 09/30/2019
     SHV107,574$11,900 09/30/2019
Bank of Montreal Can106,506$11,782 09/30/2019
     SHV106,506$11,782 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC104,001$11,505 09/30/2019
     SHV104,001$11,505 09/30/2019
Opus Capital Group LLC102,265$11,313 09/30/2019
     SHV102,265$11,313 09/30/2019
3EDGE Asset Management LP100,312$11,097 09/30/2019
     SHV100,312$11,097 09/30/2019
CWH Capital Management Inc.97,454$10,780 09/30/2019
     SHV97,454$10,780 09/30/2019
Steward Partners Investment Advisory LLC96,093$10,629 09/30/2019
     SHV96,093$10,629 09/30/2019
Viridian Ria LLC95,283$10,540 09/30/2019
     SHV95,283$10,540 09/30/2019
Northwest Quadrant Wealth Management LLC93,845$10,382 09/30/2019
     SHV93,845$10,382 09/30/2019
Scotia Capital Inc.93,546$10,348 09/30/2019
     SHV93,546$10,348 09/30/2019
Renaissance Technologies LLC90,500$10,011 09/30/2019
     SHV90,500$10,011 09/30/2019
Wealth Alliance Advisory Group LLC89,506$9,896 09/30/2019
     SHV89,506$9,896 09/30/2019
WealthStone Inc.88,341$9,772 09/30/2019
     SHV88,341$9,772 09/30/2019
Millennium Management LLC88,061$9,741 09/30/2019
     SHV88,061$9,741 09/30/2019
EFG Asset Management Americas Corp.86,762$9,593 09/30/2019
     SHV86,762$9,593 09/30/2019
Family Management Corp83,199$9,203 09/30/2019
     SHV83,199$9,203 09/30/2019
Private Advisor Group LLC81,999$9,069 09/30/2019
     SHV81,999$9,069 09/30/2019
MinichMacGregor Wealth Management LLC81,661$9,033 09/30/2019
     SHV81,661$9,033 09/30/2019
Flow Traders U.S. LLC80,672$8,924 09/30/2019
     SHV80,672$8,924 09/30/2019
Cetera Advisors LLC78,912$8,721 09/30/2019
     SHV78,912$8,721 09/30/2019
Manning & Napier Group LLC76,800$8,495 09/30/2019
     SHV76,800$8,495 09/30/2019
Bank of Nova Scotia75,420$8,343 09/30/2019
     SHV75,420$8,343 09/30/2019
Bfsg LLC73,570$8,138 09/30/2019
     SHV73,570$8,138 09/30/2019
Stelac Advisory Services LLC72,212$7,986 09/30/2019
     SHV72,212$7,986 09/30/2019
Citigroup Inc.71,662$7,927 09/30/2019
     SHV71,662$7,927 09/30/2019
BB&T Securities LLC71,596$7,919 09/30/2019
     SHV71,596$7,919 09/30/2019
US Bancorp DE68,458$7,572 09/30/2019
     SHV68,458$7,572 09/30/2019
United Capital Financial Advisers LLC65,910$7,291 09/30/2019
     SHV65,910$7,291 09/30/2019
Commonwealth Equity Services LLC61,556$6,809 09/30/2019
     SHV61,556$6,809 09/30/2019
Private Advisory Group LLC61,320$6,783 09/30/2019
     SHV61,320$6,783 09/30/2019
AdvicePeriod LLC58,590$6,651 09/30/2019
     SHV58,590$6,651 09/30/2019
Sage Advisory Services Ltd.Co.59,587$6,591 09/30/2019
     SHV59,587$6,591 09/30/2019
MA Private Wealth59,460$6,577 09/30/2019
     SHV59,460$6,577 09/30/2019
Pathway Financial Advisors LLC56,877$6,288 09/30/2019
     SHV56,877$6,288 09/30/2019
Advisory Services Network LLC55,704$6,163 09/30/2019
     SHV55,704$6,163 09/30/2019
Jackson Wealth Management LLC54,718$6,050 09/30/2019
     SHV54,718$6,050 09/30/2019
Advisors Preferred LLC54,250$6,001 09/30/2019
     SHV54,250$6,001 09/30/2019
Janney Montgomery Scott LLC53,621$5,932 09/30/2019
     SHV53,621$5,932 09/30/2019
Barings LLC52,560$5,814 09/30/2019
     SHV52,560$5,814 09/30/2019
Eqis Capital Management Inc.51,308$5,676 09/30/2019
     SHV51,308$5,676 09/30/2019
Voya Financial Advisors Inc.51,211$5,664 09/30/2019
     SHV51,211$5,664 09/30/2019
Kwmg LLC49,744$5,503 09/30/2019
     SHV49,744$5,503 09/30/2019
Eldridge Investment Advisors Inc.49,700$5,488 09/30/2019
     SHV49,700$5,488 09/30/2019
White Lighthouse Investment Management Inc.49,500$5,476 09/30/2019
     SHV49,500$5,476 09/30/2019
Relative Value Partners Group LLC49,150$5,437 09/30/2019
     SHV49,150$5,437 09/30/2019
Cougar Global Investments Ltd48,271$5,340 09/30/2019
     SHV48,271$5,340 09/30/2019
HighTower Advisors LLC45,445$5,026 09/30/2019
     SHV45,445$5,026 09/30/2019
Mid Atlantic Financial Management Inc. ADV43,301$4,790 09/30/2019
     SHV43,301$4,790 09/30/2019
The Manufacturers Life Insurance Company 38,914$4,305 09/30/2019
     SHV38,914$4,305 09/30/2019
Stephens Inc. AR38,669$4,278 09/30/2019
     SHV38,669$4,278 09/30/2019
Wedbush Securities Inc.38,451$4,253 09/30/2019
     SHV38,451$4,253 09/30/2019
KCS Wealth Advisory37,821$4,184 09/30/2019
     SHV37,821$4,184 09/30/2019
ERTS Wealth Advisors LLC36,750$4,065 09/30/2019
     SHV36,750$4,065 09/30/2019
Baird Financial Group Inc.34,983$3,870 09/30/2019
     SHV34,983$3,870 09/30/2019
Belpointe Asset Management LLC34,970$3,869 06/30/2019
     SHV34,970$3,869 06/30/2019
Blue Square Asset Management LLC34,305$3,795 09/30/2019
     SHV34,305$3,795 09/30/2019
Stone House Investment Management LLC33,089$3,660 09/30/2019
     SHV33,089$3,660 09/30/2019
Kovitz Investment Group Partners LLC31,730$3,510 09/30/2019
     SHV31,730$3,510 09/30/2019
Elm Partners Management LLC31,509$3,486 09/30/2019
     SHV31,509$3,486 09/30/2019
Pictet Asset Management Ltd.31,500$3,485 09/30/2019
     SHV31,500$3,485 09/30/2019
Cadinha & Co. LLC30,704$3,396 09/30/2019
     SHV30,704$3,396 09/30/2019
Pinnacle Financial Partners Inc.30,445$3,368 09/30/2019
     SHV30,445$3,368 09/30/2019
First Allied Advisory Services Inc.29,913$3,320 09/30/2019
     SHV29,913$3,320 09/30/2019
Csenge Advisory Group29,053$3,214 09/30/2019
     SHV29,053$3,214 09/30/2019
Mutual Advisors LLC27,219$3,011 09/30/2019
     SHV27,219$3,011 09/30/2019
Deutsche Bank AG27,180$3,005 09/30/2019
     SHV27,180$3,005 09/30/2019
Ballentine Partners LLC27,113$2,999 09/30/2019
     SHV27,113$2,999 09/30/2019
D.A. Davidson & CO.26,852$2,970 09/30/2019
     SHV26,852$2,970 09/30/2019
Acima Private Wealth LLC25,209$2,788 09/30/2019
     SHV25,209$2,788 09/30/2019
Carlton Hofferkamp & Jenks Wealth Management LLC23,952$2,649 09/30/2019
     SHV23,952$2,649 09/30/2019
HMS Capital Management LLC22,829$2,525 09/30/2019
     SHV22,829$2,525 09/30/2019
Nicholas Hoffman & Company LLC.22,245$2,461 09/30/2019
     SHV22,245$2,461 09/30/2019
Institute for Wealth Management LLC.19,634$2,172 09/30/2019
     SHV19,634$2,172 09/30/2019
BB&T Corp19,518$2,159 09/30/2019
     SHV19,518$2,159 09/30/2019
Delta Investment Management LLC18,644$2,062 09/30/2019
     SHV18,644$2,062 09/30/2019
IPG Investment Advisors LLC18,526$2,049 09/30/2019
     SHV18,526$2,049 09/30/2019
Financial Engines Advisors L.L.C.15,501$2,045 09/30/2019
     SHV15,501$2,045 09/30/2019
Madison Investment Holdings Inc.17,292$1,913 09/30/2019
     SHV17,292$1,913 09/30/2019
VisionPoint Advisory Group LLC17,205$1,902 09/30/2019
     SHV17,205$1,902 09/30/2019
HRT Financial LLC17,077$1,889 09/30/2019
     SHV17,077$1,889 09/30/2019
Hilltop Holdings Inc.17,026$1,883 09/30/2019
     SHV17,026$1,883 09/30/2019
ProVise Management Group LLC16,965$1,877 09/30/2019
     SHV16,965$1,877 09/30/2019
Keybank National Association OH16,519$1,827 09/30/2019
     SHV16,519$1,827 09/30/2019
Meristem Family Wealth LLC16,435$1,818 09/30/2019
     SHV16,435$1,818 09/30/2019
Ifrah Financial Services Inc.16,064$1,777 09/30/2019
     SHV16,064$1,777 09/30/2019
Aspiriant LLC16,049$1,776 09/30/2019
     SHV16,049$1,776 09/30/2019
Dakota Wealth Management15,805$1,748 09/30/2019
     SHV15,805$1,748 09/30/2019
First Wilshire Securities Management Inc.14,997$1,659 09/30/2019
     SHV14,997$1,659 09/30/2019
K.J. Harrison & Partners Inc15,000$1,659 09/30/2019
     SHV15,000$1,659 09/30/2019
First National Bank of South Miami14,139$1,565 09/30/2019
     SHV14,139$1,565 09/30/2019
GWM Advisors LLC13,477$1,491 09/30/2019
     SHV13,477$1,491 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC13,035$1,442 09/30/2019
     SHV13,035$1,442 09/30/2019
Cambria Investment Management L.P.12,938$1,438 09/30/2019
     SHV12,938$1,438 09/30/2019
Cabana LLC12,974$1,435 09/30/2019
     SHV12,974$1,435 09/30/2019
Alesco Advisors LLC12,615$1,395 09/30/2019
     SHV12,615$1,395 09/30/2019
Wolverine Trading LLC12,500$1,383 09/30/2019
     SHV12,500$1,383 09/30/2019
Fortis Advisors LLC12,499$1,383 09/30/2019
     SHV12,499$1,383 09/30/2019
Sei Investments Co.12,469$1,377 09/30/2019
     SHV12,469$1,377 09/30/2019
HM Payson & Co.12,413$1,373 09/30/2019
     SHV12,413$1,373 09/30/2019
Dynamic Advisor Solutions LLC12,278$1,358 09/30/2019
     SHV12,278$1,358 09/30/2019
Sigma Planning Corp12,219$1,352 09/30/2019
     SHV12,219$1,352 09/30/2019
Hedeker Wealth LLC11,914$1,317 09/30/2019
     SHV11,914$1,317 09/30/2019
Winfield Associates Inc.11,895$1,316 09/30/2019
     SHV11,895$1,316 09/30/2019
Park Avenue Securities LLC11,801$1,305 09/30/2019
     SHV11,801$1,305 09/30/2019
Eagle Asset Management Inc.11,708$1,295 09/30/2019
     SHV11,708$1,295 09/30/2019
Monument Capital Management11,445$1,266 09/30/2019
     SHV11,445$1,266 09/30/2019
Banque Pictet & Cie SA11,410$1,262 09/30/2019
     SHV11,410$1,262 09/30/2019
Thomas J. Herzfeld Advisors Inc.10,814$1,196 09/30/2019
     SHV10,814$1,196 09/30/2019
Cidel Asset Management Inc.10,758$1,190 09/30/2019
     SHV10,758$1,190 09/30/2019
Wealth & Pension Services Group Inc.10,757$1,190 09/30/2019
     SHV10,757$1,190 09/30/2019
Sunbelt Securities Inc.10,690$1,183 09/30/2019
     SHV10,690$1,183 09/30/2019
Proequities Inc.10,284$1,138 09/30/2019
     SHV10,284$1,138 09/30/2019
Lazard Asset Management LLC10,188$1,126 09/30/2019
     SHV10,188$1,126 09/30/2019
Sicart Associates LLC10,170$1,125 09/30/2019
     SHV10,170$1,125 09/30/2019
Beacon Investment Advisory Services Inc.9,871$1,092 09/30/2019
     SHV9,871$1,092 09/30/2019
Weaver Consulting Group9,828$1,087 09/30/2019
     SHV9,828$1,087 09/30/2019
Bluestein R H & Co.9,690$1,072 09/30/2019
     SHV9,690$1,072 09/30/2019
Allred Capital Management LLC9,658$1,066 09/30/2019
     SHV9,658$1,066 09/30/2019
West Branch Capital LLC9,209$1,019 09/30/2019
     SHV9,209$1,019 09/30/2019
Blair William & Co. IL9,161$1,013 09/30/2019
     SHV9,161$1,013 09/30/2019
Ancora Advisors LLC9,000$996 09/30/2019
     SHV9,000$996 09/30/2019
Capital Investment Advisory Services LLC8,867$981 09/30/2019
     SHV8,867$981 09/30/2019
National Asset Management Inc.8,756$969 09/30/2019
     SHV8,756$969 09/30/2019
Alliancebernstein L.P.8,670$959 09/30/2019
     SHV8,670$959 09/30/2019
Quattro Financial Advisors LLC8,674$959 09/30/2019
     SHV8,674$959 09/30/2019
Bank of New York Mellon Corp8,501$941 09/30/2019
     SHV8,501$941 09/30/2019
Sullivan Bruyette Speros & Blaney LLC8,297$918 09/30/2019
     SHV8,297$918 09/30/2019
Cetera Advisor Networks LLC8,153$904 09/30/2019
     SHV8,153$904 09/30/2019
Sowell Financial Services LLC8,098$896 09/30/2019
     SHV8,098$896 09/30/2019
Parallel Advisors LLC8,084$894 09/30/2019
     SHV8,084$894 09/30/2019
Pinnacle Family Advisors LLC7,860$869 09/30/2019
     SHV7,860$869 09/30/2019
Probity Advisors Inc.7,627$844 09/30/2019
     SHV7,627$844 09/30/2019
Tortoise Investment Management LLC7,508$831 09/30/2019
     SHV7,508$831 09/30/2019
Mercer Global Advisors Inc. ADV7,361$814 09/30/2019
     SHV7,361$814 09/30/2019
CIBC Private Wealth Group LLC7,200$796 09/30/2019
     SHV7,200$796 09/30/2019
One Capital Management LLC7,142$790 09/30/2019
     SHV7,142$790 09/30/2019
Barber Financial Group Inc.6,944$768 09/30/2019
     SHV6,944$768 09/30/2019
AE Wealth Management LLC6,825$755 09/30/2019
     SHV6,825$755 09/30/2019
Quest Capital Management Inc. ADV6,513$720 09/30/2019
     SHV6,513$720 09/30/2019
Financial Gravity Wealth Inc.6,340$701 09/30/2019
     SHV6,340$701 09/30/2019
Oliver Luxxe Assets LLC6,275$694 09/30/2019
     SHV6,275$694 09/30/2019
Abacus Planning Group Inc.6,191$685 09/30/2019
     SHV6,191$685 09/30/2019
Comerica Bank5,882$651 09/30/2019
     SHV5,882$651 09/30/2019
Patton Fund Management Inc.5,874$650 09/30/2019
     SHV5,874$650 09/30/2019
PNC Financial Services Group Inc.5,859$647 09/30/2019
     SHV5,859$647 09/30/2019
Emerson Wealth Management LLC60,702$631 09/30/2019
     SHV60,702$631 09/30/2019
Northwestern Mutual Wealth Management Co.5,597$619 09/30/2019
     SHV5,597$619 09/30/2019
Gladstone Institutional Advisory LLC5,490$607 09/30/2019
     SHV5,490$607 09/30/2019
TTP Investments Inc.5,271$583 09/30/2019
     SHV5,271$583 09/30/2019
Independent Advisor Alliance5,218$577 09/30/2019
     SHV5,218$577 09/30/2019
Filament LLC5,165$571 09/30/2019
     SHV5,165$571 09/30/2019
Signaturefd LLC5,054$559 09/30/2019
     SHV5,054$559 09/30/2019
Sawtooth Solutions LLC4,832$535 09/30/2019
     SHV4,832$535 09/30/2019
Destination Wealth Management4,756$526 09/30/2019
     SHV4,756$526 09/30/2019
Stratford Consulting LLC4,739$524 09/30/2019
     SHV4,739$524 09/30/2019
Courage Miller Partners LLC4,662$516 09/30/2019
     SHV4,662$516 09/30/2019
Naples Global Advisors LLC4,645$514 09/30/2019
     SHV4,645$514 09/30/2019
Copperwynd Financial LLC4,549$503 09/30/2019
     SHV4,549$503 09/30/2019
Fairview Capital Investment Management LLC4,525$500 09/30/2019
     SHV4,525$500 09/30/2019
Jefferies Group LLC4,520$500 09/30/2019
     SHV4,520$500 09/30/2019
Jaffetilchin Investment Partners LLC4,460$493 09/30/2019
     SHV4,460$493 09/30/2019
Shepherd Kaplan Krochuk LLC4,340$480 09/30/2019
     SHV4,340$480 09/30/2019
Fieldpoint Private Securities LLC4,190$463 09/30/2019
     SHV4,190$463 09/30/2019
Capital Bank & Trust Co4,186$463 09/30/2019
     SHV4,186$463 09/30/2019
Wealthcare Capital Management LLC4,146$459 09/30/2019
     SHV4,146$459 09/30/2019
Stockman Wealth Management Inc.4,000$442 09/30/2019
     SHV4,000$442 09/30/2019
9258 Wealth Management LLC3,998$442 09/30/2019
     SHV3,998$442 09/30/2019
Raymond James Trust N.A.3,979$440 09/30/2019
     SHV3,979$440 09/30/2019
Cetera Investment Advisers3,907$432 09/30/2019
     SHV3,907$432 09/30/2019
Lakeview Capital Partners LLC3,840$425 09/30/2019
     SHV3,840$425 09/30/2019
Ambassador Advisors LLC3,834$424 09/30/2019
     SHV3,834$424 09/30/2019
American Investment Services Inc.3,803$421 09/30/2019
     SHV3,803$421 09/30/2019
Financial Management Professionals Inc.3,721$412 09/30/2019
     SHV3,721$412 09/30/2019
Vaughan David Investments LLC IL3,650$404 09/30/2019
     SHV3,650$404 09/30/2019
Midwest Professional Planners LTD.3,654$404 09/30/2019
     SHV3,654$404 09/30/2019
STA Wealth Management LLC3,570$395 09/30/2019
     SHV3,570$395 09/30/2019
Stanley Laman Group Ltd.3,548$392 09/30/2019
     SHV3,548$392 09/30/2019
Global Retirement Partners LLC3,515$389 09/30/2019
     SHV3,515$389 09/30/2019
Cito Capital Group LLC3,500$387 09/30/2019
     SHV3,500$387 09/30/2019
Cresset Asset Management LLC3,468$384 09/30/2019
     SHV3,468$384 09/30/2019
Spearhead Capital Advisors LLC3,435$380 09/30/2019
     SHV3,435$380 09/30/2019
Capital Financial Planning LLC3,389$375 09/30/2019
     SHV3,389$375 09/30/2019
Columbus Macro LLC3,371$373 09/30/2019
     SHV3,371$373 09/30/2019
Chesley Taft & Associates LLC3,350$371 09/30/2019
     SHV3,350$371 09/30/2019
Principal Financial Group Inc.3,304$365 09/30/2019
     SHV3,304$365 09/30/2019
Harel Insurance Investments & Financial Services Ltd.3,281$363 09/30/2019
     SHV3,281$363 09/30/2019
Crestwood Advisors Group LLC3,145$348 09/30/2019
     SHV3,145$348 09/30/2019
Wealthsource Partners LLC3,150$348 09/30/2019
     SHV3,150$348 09/30/2019
Advanced Asset Management Advisors Inc3,015$334 09/30/2019
     SHV3,015$334 09/30/2019
Alpha Cubed Investments LLC2,927$324 09/30/2019
     SHV2,927$324 09/30/2019
Outlook Wealth Advisors LLC2,863$317 09/30/2019
     SHV2,863$317 09/30/2019
IHT Wealth Management LLC2,805$310 09/30/2019
     SHV2,805$310 09/30/2019
CLS Investments LLC2,664$295 09/30/2019
     SHV2,664$295 09/30/2019
Harvest Investment Services LLC2,621$289 09/30/2019
     SHV2,621$289 09/30/2019
Wellesley Investment Partners LLC2,547$282 09/30/2019
     SHV2,547$282 09/30/2019
Moors & Cabot Inc.2,513$279 09/30/2019
     SHV2,513$279 09/30/2019
Strategic Investment Advisors MI2,426$268 09/30/2019
     SHV2,426$268 09/30/2019
DAVENPORT & Co LLC2,410$267 09/30/2019
     SHV2,410$267 09/30/2019
Boys Arnold & Co. Inc.2,406$266 09/30/2019
     SHV2,406$266 09/30/2019
M&T Bank Corp2,372$263 09/30/2019
     SHV2,372$263 09/30/2019
Davidson Investment Advisors2,364$262 09/30/2019
     SHV2,364$262 09/30/2019
Cahaba Wealth Management Inc.2,357$260 09/30/2019
     SHV2,357$260 09/30/2019
B. Riley Wealth Management Inc.2,262$250 09/30/2019
     SHV2,262$250 09/30/2019
Sequoia Financial Advisors LLC2,246$248 09/30/2019
     SHV2,246$248 09/30/2019
Meeder Asset Management Inc.2,234$247 09/30/2019
     SHV2,234$247 09/30/2019
Fernwood Investment Management LLC2,214$245 09/30/2019
     SHV2,214$245 09/30/2019
Blume Capital Management Inc.2,137$236 09/30/2019
     SHV2,137$236 09/30/2019
Hamilton Capital Management Inc.2,132$236 09/30/2019
     SHV2,132$236 09/30/2019
Aveo Capital Partners LLC2,126$235 09/30/2019
     SHV2,126$235 09/30/2019
MorganRosel Wealth Management LLC2,055$227 09/30/2019
     SHV2,055$227 09/30/2019
Colonial Trust Advisors2,005$222 09/30/2019
     SHV2,005$222 09/30/2019
Matrix Asset Advisors Inc. NY1,990$220 09/30/2019
     SHV1,990$220 09/30/2019
Integrated Wealth Concepts LLC1,958$217 09/30/2019
     SHV1,958$217 09/30/2019
Brighton Jones LLC1,912$212 09/30/2019
     SHV1,912$212 09/30/2019
Cedar Brook Financial Partners LLC1,918$212 09/30/2019
     SHV1,918$212 09/30/2019
Baystate Wealth Management LLC1,891$209 09/30/2019
     SHV1,891$209 09/30/2019
Virtu Financial LLC1,849$205 09/30/2019
     SHV1,849$205 09/30/2019
GenTrust LLC1,830$202 09/30/2019
     SHV1,830$202 09/30/2019
Certified Advisory Corp1,812$200 09/30/2019
     SHV1,812$200 09/30/2019
Accurate Investment Solutions Inc.1,800$199 09/30/2019
     SHV1,800$199 09/30/2019
Advantage Investment Management LLC1,499$166 09/30/2019
     SHV1,499$166 09/30/2019
Huntington National Bank1,356$150 09/30/2019
     SHV1,356$150 09/30/2019
Plante Moran Financial Advisors LLC1,203$133 09/30/2019
     SHV1,203$133 09/30/2019
Itau Unibanco Holding S.A.1,185$131 09/30/2019
     SHV1,185$131 09/30/2019
Captrust Financial Advisors1,143$126 09/30/2019
     SHV1,143$126 09/30/2019
Fifth Third Bancorp1,105$122 09/30/2019
     SHV1,105$122 09/30/2019
Founders Capital Management1,070$118 09/30/2019
     SHV1,070$118 09/30/2019
Asset Management One Co. Ltd.1,000$111 09/30/2019
     SHV1,000$111 09/30/2019
Thor Advisors LLC943$104 09/30/2019
     SHV943$104 09/30/2019
Shamrock Asset Management LLC907$100 09/30/2019
     SHV907$100 09/30/2019
Manchester Capital Management LLC834$92 09/30/2019
     SHV834$92 09/30/2019
MUFG Americas Holdings Corp701$78 09/30/2019
     SHV701$78 09/30/2019
Whittier Trust Co.650$72 09/30/2019
     SHV650$72 09/30/2019
Johnson Financial Group Inc.655$72 09/30/2019
     SHV655$72 09/30/2019
FinTrust Capital Advisors LLC542$60 09/30/2019
     SHV542$60 09/30/2019
O Shaughnessy Asset Management LLC523$58 09/30/2019
     SHV523$58 09/30/2019
Valeo Financial Advisors LLC521$58 09/30/2019
     SHV521$58 09/30/2019
Lee Financial Co489$54 09/30/2019
     SHV489$54 09/30/2019
Northern Oak Wealth Management Inc.461$51 09/30/2019
     SHV461$51 09/30/2019
Pinnacle Bank419$46 09/30/2019
     SHV419$46 09/30/2019
SeaBridge Investment Advisors LLC410$45 09/30/2019
     SHV410$45 09/30/2019
Prime Capital Investment Advisors LLC394$44 09/30/2019
     SHV394$44 09/30/2019
Carroll Financial Associates Inc.389$43 09/30/2019
     SHV389$43 09/30/2019
Rockefeller Capital Management L.P.344$38 09/30/2019
     SHV344$38 09/30/2019
Robinson Value Management Ltd.347$38 06/30/2019
     SHV347$38 06/30/2019
NEXT Financial Group Inc337$37 09/30/2019
     SHV337$37 09/30/2019
Northern Trust Corp32,536$36 09/30/2019
     SHV32,536$36 09/30/2019
IFP Advisors Inc325$36 09/30/2019
     SHV325$36 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC289$31 09/30/2019
     SHV289$31 09/30/2019
Venturi Wealth Management LLC284$31 09/30/2019
     SHV284$31 09/30/2019
Bray Capital Advisors272$30 09/30/2019
     SHV272$30 09/30/2019
Capital Analysts LLC265$29 09/30/2019
     SHV265$29 09/30/2019
Coastal Investment Advisors Inc.260$29 09/30/2019
     SHV260$29 09/30/2019
Balentine LLC255$28 09/30/2019
     SHV255$28 09/30/2019
LifePlan Financial Group Inc227$25 09/30/2019
     SHV227$25 09/30/2019
Mycio Wealth Partners LLC195$22 09/30/2019
     SHV195$22 09/30/2019
Jacobi Capital Management LLC190$22 09/30/2019
     SHV190$22 09/30/2019
Patriot Financial Group Insurance Agency LLC197$22 09/30/2019
     SHV197$22 09/30/2019
Barnett & Company Inc.189$21 09/30/2019
     SHV189$21 09/30/2019
Larson Financial Group LLC192$21 09/30/2019
     SHV192$21 09/30/2019
Citizens Financial Group Inc RI154$17 09/30/2019
     SHV154$17 09/30/2019
Synovus Financial Corp126$14 09/30/2019
     SHV126$14 09/30/2019
Trustcore Financial Services LLC124$14 09/30/2019
     SHV124$14 09/30/2019
Global Wealth Management Investment Advisory Inc.104$12 09/30/2019
     SHV104$12 09/30/2019
IMA Wealth Inc.103$11 09/30/2019
     SHV103$11 09/30/2019
BerganKDV Wealth Management LLC97$11 09/30/2019
     SHV97$11 09/30/2019
Flagship Harbor Advisors LLC100$11 09/30/2019
     SHV100$11 09/30/2019
Shine Investment Advisory Services Inc.75$8 09/30/2019
     SHV75$8 09/30/2019
Aspire Private Capital LLC53$6 09/30/2019
     SHV53$6 09/30/2019
Bedel Financial Consulting Inc.41$5 09/30/2019
     SHV41$5 09/30/2019
Julex Capital Management LLC37$4 09/30/2019
     SHV37$4 09/30/2019
Oakworth Capital Inc.23$3 09/30/2019
     SHV23$3 09/30/2019
CX Institutional26$3 09/30/2019
     SHV26$3 09/30/2019
MCF Advisors LLC18$2 09/30/2019
     SHV18$2 09/30/2019
Richard Bernstein Advisors LLC10$1 09/30/2019
     SHV10$1 09/30/2019
Truewealth LLC5$1 09/30/2019
     SHV5$1 09/30/2019
Front Row Advisors LLC6$1 09/30/2019
     SHV6$1 09/30/2019
Rehmann Capital Advisory Group9$1 06/30/2019
     SHV9$1 06/30/2019
BDO Wealth Advisors LLC1$0 09/30/2019
     SHV1$0 09/30/2019
Claraphi Advisory Network LLC1$0 09/30/2019
     SHV1$0 09/30/2019

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

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