HoldingsChannel.com
Funds Holding SHV
HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.11,763,264$1,299,372 12/31/2019
     SHV11,763,264$1,299,372 12/31/2019
BlackRock Inc.7,507,477$829,276 12/31/2019
     SHV7,507,477$829,276 12/31/2019
Betterment LLC5,098,346$563,163 12/31/2019
     SHV5,098,346$563,163 12/31/2019
FMR LLC4,853,883$536,160 12/31/2019
     SHV4,853,883$536,160 12/31/2019
Wells Fargo & Company MN3,380,272$373,385 12/31/2019
     SHV3,380,272$373,385 12/31/2019
Bank of America Corp DE3,156,696$348,689 12/31/2019
     SHV3,156,696$348,689 12/31/2019
Morgan Stanley2,688,747$296,999 12/31/2019
     SHV2,688,747$296,999 12/31/2019
Sunbelt Securities Inc.10,398$287,130 12/31/2019
     SHV10,398$287,130 12/31/2019
Equity Investment Corp2,131,767$235,475 12/31/2019
     SHV2,131,767$235,475 12/31/2019
IndexIQ Advisors LLC2,119,192$234,085 12/31/2019
     SHV2,119,192$234,085 12/31/2019
Assetmark Inc.2,103,970$232,405 12/31/2019
     SHV2,103,970$232,405 12/31/2019
Banco Bilbao Vizcaya Argentaria S.A.1,991,249$219,953 12/31/2019
     SHV1,991,249$219,953 12/31/2019
Stifel Financial Corp1,847,788$204,099 12/31/2019
     SHV1,847,788$204,099 12/31/2019
Ameriprise Financial Inc.1,439,482$157,960 12/31/2019
     SHV1,439,482$157,960 12/31/2019
Royal Bank of Canada1,162,822$128,445 12/31/2019
     SHV1,162,822$128,445 12/31/2019
LPL Financial LLC1,145,088$126,486 12/31/2019
     SHV1,145,088$126,486 12/31/2019
UBS Group AG1,101,761$121,701 12/31/2019
     SHV1,101,761$121,701 12/31/2019
Hsbc Holdings PLC786,561$86,884 12/31/2019
     SHV786,561$86,884 12/31/2019
Jordan Park Group LLC741,371$81,892 12/31/2019
     SHV741,371$81,892 12/31/2019
NextCapital Advisers Inc.628,056$69,375 12/31/2019
     SHV628,056$69,375 12/31/2019
Envestnet Asset Management Inc.607,963$67,156 12/31/2019
     SHV607,963$67,156 12/31/2019
Raymond James & Associates500,144$55,246 12/31/2019
     SHV500,144$55,246 12/31/2019
Hollow Brook Wealth Management LLC479,964$53,016 12/31/2019
     SHV479,964$53,016 12/31/2019
Goldman Sachs Group Inc.479,736$52,992 12/31/2019
     SHV479,736$52,992 12/31/2019
Miracle Mile Advisors LLC431,504$47,664 12/31/2019
     SHV431,504$47,664 12/31/2019
Pacific Financial Group Inc.429,276$47,418 12/31/2019
     SHV429,276$47,418 12/31/2019
Stadion Money Management LLC375,404$41,467 12/31/2019
     SHV375,404$41,467 12/31/2019
Raymond James Financial Services Advisors Inc.362,306$40,023 12/31/2019
     SHV362,306$40,023 12/31/2019
Anchor Capital Advisors LLC354,785$39,190 12/31/2019
     SHV354,785$39,190 12/31/2019
Banco Santander S.A.351,064$38,779 12/31/2019
     SHV351,064$38,779 12/31/2019
J.Safra Asset Management Corp343,610$37,948 12/31/2019
     SHV343,610$37,948 12/31/2019
CWM LLC293,081$32,374 12/31/2019
     SHV293,081$32,374 12/31/2019
TBH Global Asset Management LLC284,709$31,449 12/31/2019
     SHV284,709$31,449 12/31/2019
James Investment Research Inc.262,098$28,952 12/31/2019
     SHV262,098$28,952 12/31/2019
Truist Financial Corp241,231$26,646 12/31/2019
     SHV241,231$26,646 12/31/2019
Titan Capital Management LLC CA239,504$26,494 12/31/2019
     SHV239,504$26,494 12/31/2019
Thrivent Financial for Lutherans220,790$24,389 12/31/2019
     SHV220,790$24,389 12/31/2019
Millennium Management LLC218,132$24,095 12/31/2019
     SHV218,132$24,095 12/31/2019
Acorns Advisers LLC215,257$23,814 12/31/2019
     SHV215,257$23,814 12/31/2019
Comerica Securities Inc.199,819$22,072 12/31/2019
     SHV199,819$22,072 12/31/2019
Advisor Group Inc.193,270$21,356 12/31/2019
     SHV193,270$21,356 12/31/2019
Global Financial Private Capital Inc177,519$19,609 12/31/2019
     SHV177,519$19,609 12/31/2019
Opus Capital Group LLC166,438$18,385 12/31/2019
     SHV166,438$18,385 12/31/2019
Gamble Jones Investment Counsel162,223$17,919 12/31/2019
     SHV162,223$17,919 12/31/2019
Affinia Financial Group LLC162,018$17,896 12/31/2019
     SHV162,018$17,896 12/31/2019
New York Life Investment Management LLC157,474$17,393 12/31/2019
     SHV157,474$17,393 12/31/2019
Hudock Capital Group LLC156,502$17,290 12/31/2019
     SHV156,502$17,290 12/31/2019
Suntrust Banks Inc.149,740$16,564 09/30/2019
     SHV149,740$16,564 09/30/2019
Ladenburg Thalmann Financial Services Inc.149,808$16,454 12/31/2019
     SHV149,808$16,454 12/31/2019
Barings LLC145,276$16,047 12/31/2019
     SHV145,276$16,047 12/31/2019
Northwest Quadrant Wealth Management LLC142,328$15,719 12/31/2019
     SHV142,328$15,719 12/31/2019
APCM Wealth Management for Individuals141,064$15,582 12/31/2019
     SHV141,064$15,582 12/31/2019
Kays Financial Advisory Corp ADV137,473$15,185 12/31/2019
     SHV137,473$15,185 12/31/2019
Renaissance Technologies LLC129,626$14,318 12/31/2019
     SHV129,626$14,318 12/31/2019
SimpliFi Inc.129,382$14,292 12/31/2019
     SHV129,382$14,292 12/31/2019
Mirae Asset Global Investments Co. Ltd.120,000$13,255 12/31/2019
     SHV120,000$13,255 12/31/2019
Oppenheimer & Co. Inc.116,399$12,857 12/31/2019
     SHV116,399$12,857 12/31/2019
Vestcor Investment Management Corp115,000$12,703 12/31/2019
     SHV115,000$12,703 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC113,648$12,554 12/31/2019
     SHV113,648$12,554 12/31/2019
Cetera Advisors LLC110,718$12,221 12/31/2019
     SHV110,718$12,221 12/31/2019
Calton & Associates Inc.109,319$12,075 12/31/2019
     SHV109,319$12,075 12/31/2019
Woodmont Investment Counsel LLC107,477$11,872 12/31/2019
     SHV107,477$11,872 12/31/2019
Voya Financial Advisors Inc.105,594$11,662 12/31/2019
     SHV105,594$11,662 12/31/2019
Blue Zone Wealth Advisors LLC104,250$11,515 12/31/2019
     SHV104,250$11,515 12/31/2019
Steward Partners Investment Advisory LLC101,130$11,170 12/31/2019
     SHV101,130$11,170 12/31/2019
Viridian Ria LLC99,115$10,948 12/31/2019
     SHV99,115$10,948 12/31/2019
MML Investors Services LLC97,711$10,793 12/31/2019
     SHV97,711$10,793 12/31/2019
CWH Capital Management Inc.95,244$10,521 12/31/2019
     SHV95,244$10,521 12/31/2019
Financial Sense Advisors Inc.93,953$10,378 12/31/2019
     SHV93,953$10,378 12/31/2019
Wealth Alliance Advisory Group LLC91,202$10,074 12/31/2019
     SHV91,202$10,074 12/31/2019
EFG Asset Management Americas Corp.89,541$9,885 12/31/2019
     SHV89,541$9,885 12/31/2019
Punch & Associates Investment Management Inc.88,831$9,812 12/31/2019
     SHV88,831$9,812 12/31/2019
Janney Montgomery Scott LLC85,032$9,393 12/31/2019
     SHV85,032$9,393 12/31/2019
Orion Portfolio Solutions LLC84,082$9,288 12/31/2019
     SHV84,082$9,288 12/31/2019
Jane Street Group LLC84,013$9,280 12/31/2019
     SHV84,013$9,280 12/31/2019
Strategy Asset Managers LLC81,896$9,046 12/31/2019
     SHV81,896$9,046 12/31/2019
Summit Wealth Group LLC81,688$9,023 12/31/2019
     SHV81,688$9,023 12/31/2019
MinichMacGregor Wealth Management LLC78,318$8,651 12/31/2019
     SHV78,318$8,651 12/31/2019
Cambridge Investment Research Advisors Inc.78,118$8,629 12/31/2019
     SHV78,118$8,629 12/31/2019
Scotia Capital Inc.77,498$8,561 12/31/2019
     SHV77,498$8,561 12/31/2019
Credit Suisse AG77,000$8,505 12/31/2019
     SHV77,000$8,505 12/31/2019
Advisory Services Network LLC76,526$8,453 12/31/2019
     SHV76,526$8,453 12/31/2019
Commonwealth Equity Services LLC73,219$8,087 12/31/2019
     SHV73,219$8,087 12/31/2019
BB&T Securities LLC71,596$7,919 09/30/2019
     SHV71,596$7,919 09/30/2019
US Bancorp DE68,650$7,583 12/31/2019
     SHV68,650$7,583 12/31/2019
FormulaFolio Investments LLC68,442$7,560 12/31/2019
     SHV68,442$7,560 12/31/2019
Alaska Permanent Capital Management67,231$7,426 12/31/2019
     SHV67,231$7,426 12/31/2019
State Street Corp66,796$7,378 12/31/2019
     SHV66,796$7,378 12/31/2019
United Capital Financial Advisers LLC66,436$7,339 12/31/2019
     SHV66,436$7,339 12/31/2019
Citigroup Inc.65,015$7,182 12/31/2019
     SHV65,015$7,182 12/31/2019
Two Sigma Securities LLC62,711$6,927 12/31/2019
     SHV62,711$6,927 12/31/2019
MA Private Wealth59,122$6,531 12/31/2019
     SHV59,122$6,531 12/31/2019
White Lighthouse Investment Management Inc.57,088$6,306 12/31/2019
     SHV57,088$6,306 12/31/2019
Sage Advisory Services Ltd.Co.56,968$6,292 12/31/2019
     SHV56,968$6,292 12/31/2019
Pathway Financial Advisors LLC56,786$6,278 12/31/2019
     SHV56,786$6,278 12/31/2019
Jackson Wealth Management LLC55,974$6,190 12/31/2019
     SHV55,974$6,190 12/31/2019
Kwmg LLC52,083$5,753 12/31/2019
     SHV52,083$5,753 12/31/2019
Chicago Wealth Management Inc.51,329$5,670 12/31/2019
     SHV51,329$5,670 12/31/2019
Cougar Global Investments Ltd48,777$5,388 12/31/2019
     SHV48,777$5,388 12/31/2019
AdvicePeriod LLC47,037$5,365 12/31/2019
     SHV47,037$5,365 12/31/2019
Bfsg LLC48,313$5,337 12/31/2019
     SHV48,313$5,337 12/31/2019
3EDGE Asset Management LP47,561$5,254 12/31/2019
     SHV47,561$5,254 12/31/2019
Eqis Capital Management Inc.47,246$5,219 12/31/2019
     SHV47,246$5,219 12/31/2019
Belpointe Asset Management LLC46,311$5,115 12/31/2019
     SHV46,311$5,115 12/31/2019
Eldridge Investment Advisors Inc.46,113$5,094 12/31/2019
     SHV46,113$5,094 12/31/2019
Private Advisory Group LLC45,469$5,023 12/31/2019
     SHV45,469$5,023 12/31/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors45,469$5,023 12/31/2019
     SHV45,469$5,023 12/31/2019
Dynamic Advisor Solutions LLC45,277$5,001 12/31/2019
     SHV45,277$5,001 12/31/2019
HighTower Advisors LLC43,403$4,792 12/31/2019
     SHV43,403$4,792 12/31/2019
Private Advisor Group LLC43,254$4,777 12/31/2019
     SHV43,254$4,777 12/31/2019
Stephens Inc. AR41,672$4,603 12/31/2019
     SHV41,672$4,603 12/31/2019
Winch Advisory Services LLC41,179$4,549 12/31/2019
     SHV41,179$4,549 12/31/2019
Mid Atlantic Financial Management Inc. ADV40,775$4,504 12/31/2019
     SHV40,775$4,504 12/31/2019
Stelac Advisory Services LLC36,750$4,062 12/31/2019
     SHV36,750$4,062 12/31/2019
Pinnacle Financial Partners Inc.33,908$3,745 12/31/2019
     SHV33,908$3,745 12/31/2019
Carlton Hofferkamp & Jenks Wealth Management LLC33,727$3,730 12/31/2019
     SHV33,727$3,730 12/31/2019
Relative Value Partners Group LLC32,989$3,644 12/31/2019
     SHV32,989$3,644 12/31/2019
Cadinha & Co. LLC32,118$3,548 12/31/2019
     SHV32,118$3,548 12/31/2019
HMS Capital Management LLC31,718$3,504 12/31/2019
     SHV31,718$3,504 12/31/2019
Kovitz Investment Group Partners LLC31,560$3,486 12/31/2019
     SHV31,560$3,486 12/31/2019
Pictet Asset Management Ltd.31,500$3,479 12/31/2019
     SHV31,500$3,479 12/31/2019
ERTS Wealth Advisors LLC30,785$3,401 12/31/2019
     SHV30,785$3,401 12/31/2019
Csenge Advisory Group30,402$3,358 12/31/2019
     SHV30,402$3,358 12/31/2019
Nicholas Hoffman & Company LLC.30,080$3,323 12/31/2019
     SHV30,080$3,323 12/31/2019
Parcion Private Wealth LLC29,881$3,301 12/31/2019
     SHV29,881$3,301 12/31/2019
Independent Advisor Alliance28,826$3,184 12/31/2019
     SHV28,826$3,184 12/31/2019
Deutsche Bank AG28,465$3,144 12/31/2019
     SHV28,465$3,144 12/31/2019
Delta Investment Management LLC27,984$3,091 12/31/2019
     SHV27,984$3,091 12/31/2019
First Allied Advisory Services Inc.27,021$2,979 12/31/2019
     SHV27,021$2,979 12/31/2019
Mutual Advisors LLC26,882$2,969 12/31/2019
     SHV26,882$2,969 12/31/2019
Acima Private Wealth LLC26,829$2,964 12/31/2019
     SHV26,829$2,964 12/31/2019
Argent Wealth Management LLC26,681$2,947 12/31/2019
     SHV26,681$2,947 12/31/2019
Baird Financial Group Inc.26,670$2,946 12/31/2019
     SHV26,670$2,946 12/31/2019
Wedbush Securities Inc.26,625$2,941 12/31/2019
     SHV26,625$2,941 12/31/2019
Advisor Partners LLC26,174$2,892 12/31/2019
     SHV26,174$2,892 12/31/2019
55I LLC25,928$2,864 12/31/2019
     SHV25,928$2,864 12/31/2019
Resources Investment Advisors LLC.21,905$2,420 12/31/2019
     SHV21,905$2,420 12/31/2019
Strategic Wealth Partners Ltd.20,763$2,293 12/31/2019
     SHV20,763$2,293 12/31/2019
Family Management Corp20,263$2,238 12/31/2019
     SHV20,263$2,238 12/31/2019
KFA Private Wealth Group LLC20,075$2,218 12/31/2019
     SHV20,075$2,218 12/31/2019
Oxford Financial Group Ltd.18,542$2,048 12/31/2019
     SHV18,542$2,048 12/31/2019
Keybank National Association OH18,367$2,029 12/31/2019
     SHV18,367$2,029 12/31/2019
Ancora Advisors LLC18,000$1,989 12/31/2019
     SHV18,000$1,989 12/31/2019
SOL Capital Management CO17,738$1,959 12/31/2019
     SHV17,738$1,959 12/31/2019
Advisors Preferred LLC17,650$1,949 12/31/2019
     SHV17,650$1,949 12/31/2019
Parallel Advisors LLC17,624$1,947 12/31/2019
     SHV17,624$1,947 12/31/2019
Madison Investment Holdings Inc.17,292$1,913 09/30/2019
     SHV17,292$1,913 09/30/2019
Capital Asset Advisory Services LLC17,291$1,910 12/31/2019
     SHV17,291$1,910 12/31/2019
Hilltop Holdings Inc.17,190$1,899 12/31/2019
     SHV17,190$1,899 12/31/2019
ProVise Management Group LLC16,965$1,874 12/31/2019
     SHV16,965$1,874 12/31/2019
First Wilshire Securities Management Inc.16,725$1,847 12/31/2019
     SHV16,725$1,847 12/31/2019
Meristem Family Wealth LLC16,435$1,815 12/31/2019
     SHV16,435$1,815 12/31/2019
Aspiriant LLC16,103$1,779 12/31/2019
     SHV16,103$1,779 12/31/2019
AE Wealth Management LLC16,082$1,776 12/31/2019
     SHV16,082$1,776 12/31/2019
Madison Asset Management LLC15,937$1,760 12/31/2019
     SHV15,937$1,760 12/31/2019
Ifrah Financial Services Inc.15,894$1,756 12/31/2019
     SHV15,894$1,756 12/31/2019
Cairn Investment Group Inc.15,630$1,726 12/31/2019
     SHV15,630$1,726 12/31/2019
Sicart Associates LLC15,470$1,709 12/31/2019
     SHV15,470$1,709 12/31/2019
K.J. Harrison & Partners Inc15,000$1,657 12/31/2019
     SHV15,000$1,657 12/31/2019
Perennial Advisors LLC14,992$1,656 12/31/2019
     SHV14,992$1,656 12/31/2019
GWM Advisors LLC14,879$1,643 12/31/2019
     SHV14,879$1,643 12/31/2019
Creative Planning14,811$1,636 12/31/2019
     SHV14,811$1,636 12/31/2019
Elm Partners Management LLC14,273$1,579 12/31/2019
     SHV14,273$1,579 12/31/2019
Santori & Peters Inc.14,237$1,572 12/31/2019
     SHV14,237$1,572 12/31/2019
Atria Investments LLC14,152$1,563 12/31/2019
     SHV14,152$1,563 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC14,041$1,551 12/31/2019
     SHV14,041$1,551 12/31/2019
Fortis Advisors LLC13,960$1,542 12/31/2019
     SHV13,960$1,542 12/31/2019
Winfield Associates Inc.13,895$1,535 12/31/2019
     SHV13,895$1,535 12/31/2019
Wealth Alliance13,545$1,496 12/31/2019
     SHV13,545$1,496 12/31/2019
Bank of New York Mellon Corp13,467$1,488 12/31/2019
     SHV13,467$1,488 12/31/2019
First National Bank of South Miami13,348$1,474 12/31/2019
     SHV13,348$1,474 12/31/2019
Cabana LLC13,132$1,451 12/31/2019
     SHV13,132$1,451 12/31/2019
Monument Capital Management12,879$1,423 12/31/2019
     SHV12,879$1,423 12/31/2019
Proequities Inc.12,662$1,399 12/31/2019
     SHV12,662$1,399 12/31/2019
HM Payson & Co.12,413$1,371 12/31/2019
     SHV12,413$1,371 12/31/2019
Alesco Advisors LLC12,185$1,346 12/31/2019
     SHV12,185$1,346 12/31/2019
Hedeker Wealth LLC12,124$1,339 12/31/2019
     SHV12,124$1,339 12/31/2019
Stone House Investment Management LLC12,106$1,337 12/31/2019
     SHV12,106$1,337 12/31/2019
Capital Investment Advisory Services LLC11,525$1,273 12/31/2019
     SHV11,525$1,273 12/31/2019
WealthStone Inc.11,540$1,270 12/31/2019
     SHV11,540$1,270 12/31/2019
Sawtooth Solutions LLC11,051$1,221 12/31/2019
     SHV11,051$1,221 12/31/2019
Accurate Investment Solutions Inc.11,008$1,216 12/31/2019
     SHV11,008$1,216 12/31/2019
Wealth & Pension Services Group Inc.10,757$1,190 09/30/2019
     SHV10,757$1,190 09/30/2019
Banque Pictet & Cie SA10,740$1,186 12/31/2019
     SHV10,740$1,186 12/31/2019
Bluestein R H & Co.10,730$1,185 12/31/2019
     SHV10,730$1,185 12/31/2019
Cambria Investment Management L.P.10,631$1,174 12/31/2019
     SHV10,631$1,174 12/31/2019
Alliancebernstein L.P.10,526$1,163 12/31/2019
     SHV10,526$1,163 12/31/2019
Lazard Asset Management LLC10,188$1,125 12/31/2019
     SHV10,188$1,125 12/31/2019
Dakota Wealth Management10,061$1,111 12/31/2019
     SHV10,061$1,111 12/31/2019
TTP Investments Inc.10,031$1,108 12/31/2019
     SHV10,031$1,108 12/31/2019
Beacon Investment Advisory Services Inc.9,870$1,090 12/31/2019
     SHV9,870$1,090 12/31/2019
Oliver Luxxe Assets LLC9,826$1,085 12/31/2019
     SHV9,826$1,085 12/31/2019
Cidel Asset Management Inc.9,360$1,034 12/31/2019
     SHV9,360$1,034 12/31/2019
Pacifica Partners Inc.9,341$1,032 12/31/2019
     SHV9,341$1,032 12/31/2019
Northwestern Mutual Wealth Management Co.9,183$1,014 12/31/2019
     SHV9,183$1,014 12/31/2019
Blair William & Co. IL9,161$1,012 12/31/2019
     SHV9,161$1,012 12/31/2019
Sei Investments Co.9,098$1,005 12/31/2019
     SHV9,098$1,005 12/31/2019
West Branch Capital LLC9,089$1,004 12/31/2019
     SHV9,089$1,004 12/31/2019
Lion Street Advisors LLC8,820$977 12/31/2019
     SHV8,820$977 12/31/2019
One Capital Management LLC8,692$960 12/31/2019
     SHV8,692$960 12/31/2019
Cetera Advisor Networks LLC8,412$930 12/31/2019
     SHV8,412$930 12/31/2019
Sullivan Bruyette Speros & Blaney LLC8,321$919 12/31/2019
     SHV8,321$919 12/31/2019
PNC Financial Services Group Inc.7,786$860 12/31/2019
     SHV7,786$860 12/31/2019
Visionary Wealth Advisors7,753$856 12/31/2019
     SHV7,753$856 12/31/2019
Pinnacle Family Advisors LLC7,708$851 12/31/2019
     SHV7,708$851 12/31/2019
Barber Financial Group Inc.7,639$844 12/31/2019
     SHV7,639$844 12/31/2019
IPG Investment Advisors LLC7,621$842 12/31/2019
     SHV7,621$842 12/31/2019
Weaver Consulting Group7,583$839 12/31/2019
     SHV7,583$839 12/31/2019
Peapack Gladstone Financial Corp7,527$831 12/31/2019
     SHV7,527$831 12/31/2019
Columbus Macro LLC7,347$812 12/31/2019
     SHV7,347$812 12/31/2019
Vicus Capital7,283$804 12/31/2019
     SHV7,283$804 12/31/2019
Mercer Global Advisors Inc. ADV7,161$791 12/31/2019
     SHV7,161$791 12/31/2019
Abacus Planning Group Inc.7,123$787 12/31/2019
     SHV7,123$787 12/31/2019
Jacobi Capital Management LLC7,066$782 12/31/2019
     SHV7,066$782 12/31/2019
Patton Fund Management Inc.6,946$767 12/31/2019
     SHV6,946$767 12/31/2019
Aveo Capital Partners LLC6,808$752 12/31/2019
     SHV6,808$752 12/31/2019
Jefferies Group LLC6,781$749 12/31/2019
     SHV6,781$749 12/31/2019
Lido Advisors LLC6,602$729 12/31/2019
     SHV6,602$729 12/31/2019
VisionPoint Advisory Group LLC6,541$723 12/31/2019
     SHV6,541$723 12/31/2019
Capital Financial Planning LLC6,498$718 12/31/2019
     SHV6,498$718 12/31/2019
Financial Gravity Wealth Inc.6,340$701 09/30/2019
     SHV6,340$701 09/30/2019
Park Avenue Securities LLC6,172$682 12/31/2019
     SHV6,172$682 12/31/2019
Tortoise Investment Management LLC6,132$677 12/31/2019
     SHV6,132$677 12/31/2019
Quest Capital Management Inc. ADV6,121$676 12/31/2019
     SHV6,121$676 12/31/2019
Ambassador Advisors LLC5,967$659 12/31/2019
     SHV5,967$659 12/31/2019
Gladstone Institutional Advisory LLC5,919$654 12/31/2019
     SHV5,919$654 12/31/2019
Comerica Bank5,763$637 12/31/2019
     SHV5,763$637 12/31/2019
D.A. Davidson & CO.5,695$629 12/31/2019
     SHV5,695$629 12/31/2019
Level Four Advisory Services LLC5,029$612 12/31/2019
     SHV5,029$612 12/31/2019
Lakeview Capital Partners LLC5,515$609 12/31/2019
     SHV5,515$609 12/31/2019
Jaffetilchin Investment Partners LLC5,506$608 12/31/2019
     SHV5,506$608 12/31/2019
Emerson Wealth Management LLC57,723$602 12/31/2019
     SHV57,723$602 12/31/2019
Gould Asset Management LLC CA5,300$585 12/31/2019
     SHV5,300$585 12/31/2019
Shepherd Kaplan Krochuk LLC5,250$580 12/31/2019
     SHV5,250$580 12/31/2019
Allred Capital Management LLC4,974$549 12/31/2019
     SHV4,974$549 12/31/2019
Probity Advisors Inc.4,891$540 12/31/2019
     SHV4,891$540 12/31/2019
Coldstream Capital Management Inc.4,875$538 12/31/2019
     SHV4,875$538 12/31/2019
Courage Miller Partners LLC4,867$538 12/31/2019
     SHV4,867$538 12/31/2019
Signaturefd LLC4,862$537 12/31/2019
     SHV4,862$537 12/31/2019
Destination Wealth Management4,771$527 12/31/2019
     SHV4,771$527 12/31/2019
Matrix Asset Advisors Inc. NY4,690$518 12/31/2019
     SHV4,690$518 12/31/2019
Sugarloaf Wealth Management LLC4,639$512 12/31/2019
     SHV4,639$512 12/31/2019
Copperwynd Financial LLC4,571$505 12/31/2019
     SHV4,571$505 12/31/2019
National Asset Management Inc.4,534$501 12/31/2019
     SHV4,534$501 12/31/2019
Telemus Capital LLC4,500$497 12/31/2019
     SHV4,500$497 12/31/2019
Wealthcare Capital Management LLC4,146$458 12/31/2019
     SHV4,146$458 12/31/2019
Bank of Montreal Can4,107$454 12/31/2019
     SHV4,107$454 12/31/2019
Stanley Laman Group Ltd.4,090$452 12/31/2019
     SHV4,090$452 12/31/2019
Dorsey & Whitney Trust CO LLC4,081$451 12/31/2019
     SHV4,081$451 12/31/2019
Sowell Financial Services LLC4,064$449 12/31/2019
     SHV4,064$449 12/31/2019
Excalibur Management Corp4,000$442 12/31/2019
     SHV4,000$442 12/31/2019
Stockman Wealth Management Inc.4,000$442 12/31/2019
     SHV4,000$442 12/31/2019
9258 Wealth Management LLC3,998$442 12/31/2019
     SHV3,998$442 12/31/2019
Hamilton Capital Management Inc.3,969$438 12/31/2019
     SHV3,969$438 12/31/2019
STA Wealth Management LLC3,877$428 12/31/2019
     SHV3,877$428 12/31/2019
Cresset Asset Management LLC3,749$414 12/31/2019
     SHV3,749$414 12/31/2019
Strategic Investment Advisors MI3,740$413 12/31/2019
     SHV3,740$413 12/31/2019
Richard Bernstein Advisors LLC3,731$412 12/31/2019
     SHV3,731$412 12/31/2019
Financial Management Professionals Inc.3,721$411 12/31/2019
     SHV3,721$411 12/31/2019
Legacy Wealth Planning LLC3,699$409 12/31/2019
     SHV3,699$409 12/31/2019
Cary Street Partner Investment Advisory LLC3,557$393 12/31/2019
     SHV3,557$393 12/31/2019
Cito Capital Group LLC3,500$387 12/31/2019
     SHV3,500$387 12/31/2019
Fieldpoint Private Securities LLC3,490$386 12/31/2019
     SHV3,490$386 12/31/2019
Cetera Investment Advisers3,463$384 12/31/2019
     SHV3,463$384 12/31/2019
Harel Insurance Investments & Financial Services Ltd.3,455$381 12/31/2019
     SHV3,455$381 12/31/2019
Thomas J. Herzfeld Advisors Inc.3,447$381 12/31/2019
     SHV3,447$381 12/31/2019
Chesley Taft & Associates LLC3,350$370 12/31/2019
     SHV3,350$370 12/31/2019
Sigma Planning Corp3,352$370 12/31/2019
     SHV3,352$370 12/31/2019
Raymond James Trust N.A.3,334$368 12/31/2019
     SHV3,334$368 12/31/2019
Sequoia Financial Advisors LLC3,288$363 12/31/2019
     SHV3,288$363 12/31/2019
Minot Wealth Management LLC3,144$348 12/31/2019
     SHV3,144$348 12/31/2019
Crestwood Advisors Group LLC3,145$347 12/31/2019
     SHV3,145$347 12/31/2019
Filament LLC3,130$345 12/31/2019
     SHV3,130$345 12/31/2019
Moors & Cabot Inc.3,119$345 12/31/2019
     SHV3,119$345 12/31/2019
Quattro Financial Advisors LLC3,121$345 12/31/2019
     SHV3,121$345 12/31/2019
Advanced Asset Management Advisors Inc3,060$338 12/31/2019
     SHV3,060$338 12/31/2019
American Investment Services Inc.3,009$332 12/31/2019
     SHV3,009$332 12/31/2019
Bank of Nova Scotia2,990$330 12/31/2019
     SHV2,990$330 12/31/2019
Alpha Cubed Investments LLC2,927$323 12/31/2019
     SHV2,927$323 12/31/2019
Fairview Capital Investment Management LLC2,895$319 12/31/2019
     SHV2,895$319 12/31/2019
Outlook Wealth Advisors LLC2,881$318 12/31/2019
     SHV2,881$318 12/31/2019
Itau Unibanco Holding S.A.2,836$313 12/31/2019
     SHV2,836$313 12/31/2019
IHT Wealth Management LLC2,833$313 12/31/2019
     SHV2,833$313 12/31/2019
Demars Financial Group LLC2,815$311 12/31/2019
     SHV2,815$311 12/31/2019
Principal Financial Group Inc.2,736$302 12/31/2019
     SHV2,736$302 12/31/2019
Claraphi Advisory Network LLC2,703$299 12/31/2019
     SHV2,703$299 12/31/2019
O Shaughnessy Asset Management LLC2,678$296 12/31/2019
     SHV2,678$296 12/31/2019
CLS Investments LLC2,664$294 12/31/2019
     SHV2,664$294 12/31/2019
Global Retirement Partners LLC2,592$286 12/31/2019
     SHV2,592$286 12/31/2019
Avantax Advisory Services Inc.2,522$277 12/31/2019
     SHV2,522$277 12/31/2019
Spears Abacus Advisors LLC2,468$273 12/31/2019
     SHV2,468$273 12/31/2019
Aprio Wealth Management LLC2,461$272 12/31/2019
     SHV2,461$272 12/31/2019
Spearhead Capital Advisors LLC2,441$270 12/31/2019
     SHV2,441$270 12/31/2019
Financial Advisory Service Inc.2,369$262 12/31/2019
     SHV2,369$262 12/31/2019
Cahaba Wealth Management Inc.2,372$262 12/31/2019
     SHV2,372$262 12/31/2019
Comprehensive Portfolio Management LLC2,312$255 12/31/2019
     SHV2,312$255 12/31/2019
Colony Group LLC2,286$253 12/31/2019
     SHV2,286$253 12/31/2019
Sanders Morris Harris LLC2,282$252 12/31/2019
     SHV2,282$252 12/31/2019
Coe Capital Management LLC2,258$249 12/31/2019
     SHV2,258$249 12/31/2019
Fernwood Investment Management LLC2,214$245 12/31/2019
     SHV2,214$245 12/31/2019
Midwest Professional Planners LTD.3,066$243 12/31/2019
     SHV3,066$243 12/31/2019
Regal Investment Advisors LLC2,189$242 12/31/2019
     SHV2,189$242 12/31/2019
WBI Investments Inc.2,086$230 12/31/2019
     SHV2,086$230 12/31/2019
Bayesian Capital Management LP2,077$229 12/31/2019
     SHV2,077$229 12/31/2019
Fifth Third Bancorp2,047$226 12/31/2019
     SHV2,047$226 12/31/2019
Acorn Financial Advisory Services Inc. ADV2,038$225 12/31/2019
     SHV2,038$225 12/31/2019
Colonial Trust Advisors2,019$223 12/31/2019
     SHV2,019$223 12/31/2019
Wellesley Investment Partners LLC2,021$223 12/31/2019
     SHV2,021$223 12/31/2019
Meeder Asset Management Inc.1,994$220 12/31/2019
     SHV1,994$220 12/31/2019
Pecaut & CO.1,990$220 12/31/2019
     SHV1,990$220 12/31/2019
Brasada Capital Management LP1,949$215 12/31/2019
     SHV1,949$215 12/31/2019
Paradigm Financial Partners LLC1,927$213 12/31/2019
     SHV1,927$213 12/31/2019
Kingsview Wealth Management LLC1,915$212 12/31/2019
     SHV1,915$212 12/31/2019
Baystate Wealth Management LLC1,903$210 12/31/2019
     SHV1,903$210 12/31/2019
Fundamentun LLC1,878$207 12/31/2019
     SHV1,878$207 12/31/2019
Integrated Wealth Concepts LLC1,877$207 12/31/2019
     SHV1,877$207 12/31/2019
Vaughan David Investments LLC IL1,850$204 12/31/2019
     SHV1,850$204 12/31/2019
MorganRosel Wealth Management LLC1,849$204 12/31/2019
     SHV1,849$204 12/31/2019
GenTrust LLC1,830$202 12/31/2019
     SHV1,830$202 12/31/2019
Okabena Investment Services Inc.1,803$199 12/31/2019
     SHV1,803$199 12/31/2019
IFP Advisors Inc1,766$193 12/31/2019
     SHV1,766$193 12/31/2019
Institute for Wealth Management LLC.1,841$184 12/31/2019
     SHV1,841$184 12/31/2019
Advantage Investment Management LLC1,499$166 09/30/2019
     SHV1,499$166 09/30/2019
Huntington National Bank1,379$152 12/31/2019
     SHV1,379$152 12/31/2019
Blume Capital Management Inc.1,286$142 12/31/2019
     SHV1,286$142 12/31/2019
Benjamin F. Edwards & Company Inc.1,185$131 12/31/2019
     SHV1,185$131 12/31/2019
Retirement Network1,322$119 12/31/2019
     SHV1,322$119 12/31/2019
Founders Capital Management1,070$118 12/31/2019
     SHV1,070$118 12/31/2019
Tower Research Capital LLC TRC 1,052$116 12/31/2019
     SHV1,052$116 12/31/2019
grace capital1,014$112 12/31/2019
     SHV1,014$112 12/31/2019
Asset Management One Co. Ltd.1,000$110 12/31/2019
     SHV1,000$110 12/31/2019
Shamrock Asset Management LLC907$100 09/30/2019
     SHV907$100 09/30/2019
Tsfg LLC872$96 12/31/2019
     SHV872$96 12/31/2019
Valeo Financial Advisors LLC738$82 12/31/2019
     SHV738$82 12/31/2019
MUFG Americas Holdings Corp701$77 12/31/2019
     SHV701$77 12/31/2019
Truehand Inc680$75 12/31/2019
     SHV680$75 12/31/2019
Whittier Trust Co.650$72 12/31/2019
     SHV650$72 12/31/2019
MCF Advisors LLC600$66 12/31/2019
     SHV600$66 12/31/2019
FinTrust Capital Advisors LLC542$60 12/31/2019
     SHV542$60 12/31/2019
C M Bidwell & Associates Ltd.526$58 12/31/2019
     SHV526$58 12/31/2019
Rowland Carmichael Advisors Inc. ADV490$54 12/31/2019
     SHV490$54 12/31/2019
Lee Financial Co489$54 12/31/2019
     SHV489$54 12/31/2019
Wealthcare Advisory Partners LLC450$50 12/31/2019
     SHV450$50 12/31/2019
LFA Lugano Financial Advisors SA456$50 12/31/2019
     SHV456$50 12/31/2019
SeaBridge Investment Advisors LLC410$45 12/31/2019
     SHV410$45 12/31/2019
NEXT Financial Group Inc337$37 12/31/2019
     SHV337$37 12/31/2019
Prime Capital Investment Advisors LLC332$37 12/31/2019
     SHV332$37 12/31/2019
Carroll Financial Associates Inc.293$32 12/31/2019
     SHV293$32 12/31/2019
LifePlan Financial Group Inc290$32 12/31/2019
     SHV290$32 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC289$32 12/31/2019
     SHV289$32 12/31/2019
Pinnacle Bank277$31 12/31/2019
     SHV277$31 12/31/2019
Bray Capital Advisors272$30 12/31/2019
     SHV272$30 12/31/2019
Lloyd Advisory Services LLC.272$30 12/31/2019
     SHV272$30 12/31/2019
Northern Oak Wealth Management Inc.262$29 12/31/2019
     SHV262$29 12/31/2019
Private Ocean LLC262$29 12/31/2019
     SHV262$29 12/31/2019
Capital Analysts LLC265$29 12/31/2019
     SHV265$29 12/31/2019
Rockefeller Capital Management L.P.262$29 12/31/2019
     SHV262$29 12/31/2019
Sonora Investment Management LLC255$28 12/31/2019
     SHV255$28 12/31/2019
Balentine LLC255$28 09/30/2019
     SHV255$28 09/30/2019
Vectors Research Management LLC246$27 12/31/2019
     SHV246$27 12/31/2019
Crewe Advisors LLC209$23 12/31/2019
     SHV209$23 12/31/2019
Coastal Investment Advisors Inc.209$23 12/31/2019
     SHV209$23 12/31/2019
Barnett & Company Inc.189$21 12/31/2019
     SHV189$21 12/31/2019
Global Wealth Management Investment Advisory Inc.178$20 12/31/2019
     SHV178$20 12/31/2019
Northern Trust Corp16,826$19 12/31/2019
     SHV16,826$19 12/31/2019
Patriot Financial Group Insurance Agency LLC162$18 12/31/2019
     SHV162$18 12/31/2019
Citizens Financial Group Inc RI154$17 12/31/2019
     SHV154$17 12/31/2019
Stratford Consulting LLC140$15 12/31/2019
     SHV140$15 12/31/2019
AdvisorNet Financial Inc131$14 12/31/2019
     SHV131$14 12/31/2019
IMA Wealth Inc.103$11 12/31/2019
     SHV103$11 12/31/2019
Raab & Moskowitz Asset Management LLC100$11 12/31/2019
     SHV100$11 12/31/2019
BerganKDV Wealth Management LLC98$11 12/31/2019
     SHV98$11 12/31/2019
Flagship Harbor Advisors LLC100$11 12/31/2019
     SHV100$11 12/31/2019
First Manhattan Co.78$8 12/31/2019
     SHV78$8 12/31/2019
Shine Investment Advisory Services Inc.75$8 12/31/2019
     SHV75$8 12/31/2019
Independence Advisors LLC59$7 12/31/2019
     SHV59$7 12/31/2019
Bedel Financial Consulting Inc.41$5 12/31/2019
     SHV41$5 12/31/2019
Firestone Capital Management43$5 12/31/2019
     SHV43$5 12/31/2019
Lenox Wealth Advisors LLC33$4 12/31/2019
     SHV33$4 12/31/2019
Aspire Private Capital LLC36$4 12/31/2019
     SHV36$4 12/31/2019
Julex Capital Management LLC37$4 09/30/2019
     SHV37$4 09/30/2019
Ellis Investment Partners LLC31$3 12/31/2019
     SHV31$3 12/31/2019
Truewealth LLC5$1 12/31/2019
     SHV5$1 12/31/2019
Front Row Advisors LLC6$1 12/31/2019
     SHV6$1 12/31/2019
Dowling & Yahnke LLC2$0 12/31/2019
     SHV2$0 12/31/2019
BDO Wealth Advisors LLC1$0 12/31/2019
     SHV1$0 12/31/2019

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

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