HoldingsChannel.com
Funds Holding SHV
HolderAmountPosition Size
($ in 1000's)
 As of
Milliman Financial Risk Management LLC32,989,960$3,662,545 03/31/2020
     SHV32,989,960$3,662,545 03/31/2020
JPMorgan Chase & Co.11,683,582$1,297,112 03/31/2020
     SHV11,683,582$1,297,112 03/31/2020
Morgan Stanley8,224,418$913,074 03/31/2020
     SHV8,224,418$913,074 03/31/2020
Betterment LLC7,393,321$820,806 03/31/2020
     SHV7,393,321$820,806 03/31/2020
Bank of America Corp DE5,638,163$625,949 03/31/2020
     SHV5,638,163$625,949 03/31/2020
BlackRock Inc.4,762,929$528,782 03/31/2020
     SHV4,762,929$528,782 03/31/2020
Wells Fargo & Company MN3,509,696$389,647 03/31/2020
     SHV3,509,696$389,647 03/31/2020
Envestnet Asset Management Inc.2,787,190$308,653 06/30/2020
     SHV2,787,190$308,653 06/30/2020
Ameriprise Financial Inc.2,351,416$271,498 03/31/2020
     SHV2,351,416$271,498 03/31/2020
Stifel Financial Corp1,818,987$201,944 03/31/2020
     SHV1,818,987$201,944 03/31/2020
Banco Bilbao Vizcaya Argentaria S.A.1,658,241$184,097 03/31/2020
     SHV1,658,241$184,097 03/31/2020
Peavine Capital LLC1,569,156$173,768 06/30/2020
     SHV1,569,156$173,768 06/30/2020
Assetmark Inc.1,545,305$171,560 03/31/2020
     SHV1,545,305$171,560 03/31/2020
3EDGE Asset Management LP1,474,179$163,251 06/30/2020
     SHV1,474,179$163,251 06/30/2020
UBS Group AG1,454,096$161,026 06/30/2020
     SHV1,454,096$161,026 06/30/2020
Cabana LLC1,174,384$130,227 03/31/2020
     SHV1,174,384$130,227 03/31/2020
Royal Bank of Canada1,126,126$125,023 03/31/2020
     SHV1,126,126$125,023 03/31/2020
AE Wealth Management LLC831,552$92,086 06/30/2020
     SHV831,552$92,086 06/30/2020
Raymond James Financial Services Advisors Inc.783,611$86,782 06/30/2020
     SHV783,611$86,782 06/30/2020
Halbert Hargrove Global Advisors LLC775,589$86,106 03/31/2020
     SHV775,589$86,106 03/31/2020
IndexIQ Advisors LLC774,741$85,794 06/30/2020
     SHV774,741$85,794 06/30/2020
Sawtooth Solutions LLC760,728$84,243 06/30/2020
     SHV760,728$84,243 06/30/2020
Jordan Park Group LLC734,386$81,326 06/30/2020
     SHV734,386$81,326 06/30/2020
LPL Financial LLC686,517$76,217 03/31/2020
     SHV686,517$76,217 03/31/2020
Charles Schwab Investment Management Inc.631,660$70,127 03/31/2020
     SHV631,660$70,127 03/31/2020
Miracle Mile Advisors LLC600,931$66,547 06/30/2020
     SHV600,931$66,547 06/30/2020
Hamilton Capital LLC488,275$54,208 03/31/2020
     SHV488,275$54,208 03/31/2020
Hsbc Holdings PLC485,702$53,923 03/31/2020
     SHV485,702$53,923 03/31/2020
Advisor Group Holdings Inc.2,971,626$52,607 03/31/2020
     SHV2,971,626$52,607 03/31/2020
Astor Investment Management LLC427,243$47,312 06/30/2020
     SHV427,243$47,312 06/30/2020
Efficient Wealth Management LLC401,099$44,418 06/30/2020
     SHV401,099$44,418 06/30/2020
NextCapital Advisers Inc.390,491$43,235 06/30/2020
     SHV390,491$43,235 06/30/2020
CWM LLC389,185$43,098 06/30/2020
     SHV389,185$43,098 06/30/2020
Stadion Money Management LLC374,810$41,611 03/31/2020
     SHV374,810$41,611 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC338,598$37,496 06/30/2020
     SHV338,598$37,496 06/30/2020
Clearwater Capital Advisors LLC301,023$33,335 06/30/2020
     SHV301,023$33,335 06/30/2020
FundX Investment Group LLC298,015$33,086 03/31/2020
     SHV298,015$33,086 03/31/2020
Fure Financial Corp292,619$32,486 03/31/2020
     SHV292,619$32,486 03/31/2020
Truist Financial Corp290,356$32,235 03/31/2020
     SHV290,356$32,235 03/31/2020
Credit Suisse AG285,960$31,747 03/31/2020
     SHV285,960$31,747 03/31/2020
Anchor Capital Advisors LLC283,672$31,493 03/31/2020
     SHV283,672$31,493 03/31/2020
Thrivent Financial for Lutherans274,813$30,510 03/31/2020
     SHV274,813$30,510 03/31/2020
Jackson Wealth Management LLC275,404$30,498 06/30/2020
     SHV275,404$30,498 06/30/2020
Bank of Nova Scotia273,304$30,341 03/31/2020
     SHV273,304$30,341 03/31/2020
Acorns Advisers LLC260,566$28,928 03/31/2020
     SHV260,566$28,928 03/31/2020
Executive Wealth Management LLC252,338$27,943 06/30/2020
     SHV252,338$27,943 06/30/2020
Citadel Advisors LLC242,716$26,946 03/31/2020
     SHV242,716$26,946 03/31/2020
FMR LLC218,057$24,209 03/31/2020
     SHV218,057$24,209 03/31/2020
Comerica Securities Inc.203,660$22,553 06/30/2020
     SHV203,660$22,553 06/30/2020
SRS Capital Advisors Inc.193,725$21,453 06/30/2020
     SHV193,725$21,453 06/30/2020
Meeder Asset Management Inc.185,207$20,563 03/31/2020
     SHV185,207$20,563 03/31/2020
GW Henssler & Associates Ltd.184,948$20,481 06/30/2020
     SHV184,948$20,481 06/30/2020
Goldman Sachs Group Inc.179,011$19,874 03/31/2020
     SHV179,011$19,874 03/31/2020
Atlantic Union Bankshares Corp176,747$19,573 06/30/2020
     SHV176,747$19,573 06/30/2020
Horizon Kinetics Asset Management LLC173,209$19,230 03/31/2020
     SHV173,209$19,230 03/31/2020
Horst & Graben Wealth Management LLC171,486$18,990 06/30/2020
     SHV171,486$18,990 06/30/2020
Global Financial Private Capital Inc163,236$18,122 03/31/2020
     SHV163,236$18,122 03/31/2020
FormulaFolio Investments LLC160,382$17,806 03/31/2020
     SHV160,382$17,806 03/31/2020
Cetera Advisors LLC158,881$17,639 03/31/2020
     SHV158,881$17,639 03/31/2020
New York Life Investment Management LLC157,474$17,393 03/31/2020
     SHV157,474$17,393 03/31/2020
Raymond James & Associates154,562$17,117 06/30/2020
     SHV154,562$17,117 06/30/2020
WBI Investments Inc.149,567$16,605 03/31/2020
     SHV149,567$16,605 03/31/2020
Private Advisor Group LLC149,322$16,578 03/31/2020
     SHV149,322$16,578 03/31/2020
Calton & Associates Inc.146,169$16,228 03/31/2020
     SHV146,169$16,228 03/31/2020
Strategy Asset Managers LLC144,597$16,054 03/31/2020
     SHV144,597$16,054 03/31/2020
Steward Partners Investment Advisory LLC144,306$15,980 06/30/2020
     SHV144,306$15,980 06/30/2020
US Bancorp DE140,563$15,566 06/30/2020
     SHV140,563$15,566 06/30/2020
Moulton Wealth Management Inc.140,575$15,564 06/30/2020
     SHV140,575$15,564 06/30/2020
SOL Capital Management CO139,178$15,413 06/30/2020
     SHV139,178$15,413 06/30/2020
SimpliFi Inc.138,287$15,314 06/30/2020
     SHV138,287$15,314 06/30/2020
Oppenheimer & Co. Inc.137,820$15,301 03/31/2020
     SHV137,820$15,301 03/31/2020
APCM Wealth Management for Individuals135,651$15,060 03/31/2020
     SHV135,651$15,060 03/31/2020
Janney Montgomery Scott LLC129,036$14,290 06/30/2020
     SHV129,036$14,290 06/30/2020
Hudson Capital Management LLC128,859$14,270 06/30/2020
     SHV128,859$14,270 06/30/2020
Northwest Quadrant Wealth Management LLC128,084$14,181 06/30/2020
     SHV128,084$14,181 06/30/2020
Hudock Inc.124,592$13,832 03/31/2020
     SHV124,592$13,832 03/31/2020
IPG Investment Advisors LLC123,407$13,701 03/31/2020
     SHV123,407$13,701 03/31/2020
Kays Financial Advisory Corp ADV122,188$13,565 03/31/2020
     SHV122,188$13,565 03/31/2020
Banco Santander S.A.120,911$13,390 06/30/2020
     SHV120,911$13,390 06/30/2020
Mirae Asset Global Investments Co. Ltd.120,500$13,378 03/31/2020
     SHV120,500$13,378 03/31/2020
Scotia Capital Inc.119,598$13,278 03/31/2020
     SHV119,598$13,278 03/31/2020
Citigroup Inc.118,897$13,200 03/31/2020
     SHV118,897$13,200 03/31/2020
MML Investors Services LLC118,872$13,197 03/31/2020
     SHV118,872$13,197 03/31/2020
James Investment Research Inc.117,969$13,064 06/30/2020
     SHV117,969$13,064 06/30/2020
Vestcor Inc115,000$12,767 03/31/2020
     SHV115,000$12,767 03/31/2020
Affinia Financial Group LLC114,596$12,722 03/31/2020
     SHV114,596$12,722 03/31/2020
Vicus Capital113,269$12,543 06/30/2020
     SHV113,269$12,543 06/30/2020
Bourgeon Capital Management LLC108,176$11,979 06/30/2020
     SHV108,176$11,979 06/30/2020
Cambridge Investment Research Advisors Inc.107,358$11,889 06/30/2020
     SHV107,358$11,889 06/30/2020
MinichMacGregor Wealth Management LLC106,749$11,821 06/30/2020
     SHV106,749$11,821 06/30/2020
Gamble Jones Investment Counsel105,560$11,719 03/31/2020
     SHV105,560$11,719 03/31/2020
Woodmont Investment Counsel LLC104,718$11,626 03/31/2020
     SHV104,718$11,626 03/31/2020
Viridian Ria LLC99,723$11,071 03/31/2020
     SHV99,723$11,071 03/31/2020
Commonwealth Equity Services LLC99,351$11,029 03/31/2020
     SHV99,351$11,029 03/31/2020
Parallel Advisors LLC96,184$10,651 06/30/2020
     SHV96,184$10,651 06/30/2020
Aprio Wealth Management LLC93,077$10,307 06/30/2020
     SHV93,077$10,307 06/30/2020
Punch & Associates Investment Management Inc.91,034$10,107 03/31/2020
     SHV91,034$10,107 03/31/2020
SHANDA ASSET MANAGEMENT HOLDINGS Ltd90,455$10,042 03/31/2020
     SHV90,455$10,042 03/31/2020
Advisory Services Network LLC90,218$10,016 03/31/2020
     SHV90,218$10,016 03/31/2020
Windham Capital Management LLC87,178$9,679 03/31/2020
     SHV87,178$9,679 03/31/2020
CWH Capital Management Inc.85,448$9,463 06/30/2020
     SHV85,448$9,463 06/30/2020
Jaffetilchin Investment Partners LLC83,887$9,290 06/30/2020
     SHV83,887$9,290 06/30/2020
Exchange Traded Concepts LLC79,306$8,782 06/30/2020
     SHV79,306$8,782 06/30/2020
Alaska Permanent Capital Management78,594$8,726 03/31/2020
     SHV78,594$8,726 03/31/2020
Summit Wealth Group LLC78,682$8,713 06/30/2020
     SHV78,682$8,713 06/30/2020
Advanced Asset Management Advisors Inc77,044$8,532 06/30/2020
     SHV77,044$8,532 06/30/2020
State Street Corp75,813$8,417 03/31/2020
     SHV75,813$8,417 03/31/2020
Mid Atlantic Financial Management Inc. ADV75,122$8,319 06/30/2020
     SHV75,122$8,319 06/30/2020
SlateStone Wealth LLC70,874$7,849 06/30/2020
     SHV70,874$7,849 06/30/2020
Voya Financial Advisors Inc.68,906$7,650 03/31/2020
     SHV68,906$7,650 03/31/2020
Orion Portfolio Solutions LLC68,514$7,606 03/31/2020
     SHV68,514$7,606 03/31/2020
Lloyd Advisory Services LLC.68,458$7,581 06/30/2020
     SHV68,458$7,581 06/30/2020
55I LLC66,430$7,367 03/31/2020
     SHV66,430$7,367 03/31/2020
Pathway Financial Advisors LLC64,957$7,193 06/30/2020
     SHV64,957$7,193 06/30/2020
United Capital Financial Advisers LLC64,408$7,151 03/31/2020
     SHV64,408$7,151 03/31/2020
Trilogy Capital Inc.64,022$7,090 06/30/2020
     SHV64,022$7,090 06/30/2020
Estate Counselors LLC62,690$6,942 06/30/2020
     SHV62,690$6,942 06/30/2020
Jane Street Group LLC62,341$6,921 03/31/2020
     SHV62,341$6,921 03/31/2020
Cedar Capital LLC60,696$6,721 06/30/2020
     SHV60,696$6,721 06/30/2020
Mader & Shannon Wealth Management Inc.58,753$6,522 03/31/2020
     SHV58,753$6,522 03/31/2020
Kwmg LLC57,798$6,401 06/30/2020
     SHV57,798$6,401 06/30/2020
Townsquare Capital LLC57,545$6,377 03/31/2020
     SHV57,545$6,377 03/31/2020
Winch Advisory Services LLC55,710$6,185 03/31/2020
     SHV55,710$6,185 03/31/2020
Pinnacle Financial Partners Inc.55,682$6,166 06/30/2020
     SHV55,682$6,166 06/30/2020
KFA Private Wealth Group LLC53,914$5,970 06/30/2020
     SHV53,914$5,970 06/30/2020
White Lighthouse Investment Management Inc.53,591$5,935 06/30/2020
     SHV53,591$5,935 06/30/2020
Castle Rock Wealth Management LLC53,332$5,910 03/31/2020
     SHV53,332$5,910 03/31/2020
Wealth Alliance Advisory Group LLC53,246$5,896 06/30/2020
     SHV53,246$5,896 06/30/2020
D.A. Davidson & CO.51,776$5,748 03/31/2020
     SHV51,776$5,748 03/31/2020
Resources Investment Advisors LLC.50,819$5,642 03/31/2020
     SHV50,819$5,642 03/31/2020
Blue Zone Wealth Advisors LLC50,692$5,614 06/30/2020
     SHV50,692$5,614 06/30/2020
MA Private Wealth50,307$5,571 06/30/2020
     SHV50,307$5,571 06/30/2020
Willingdon Wealth Management50,001$5,551 03/31/2020
     SHV50,001$5,551 03/31/2020
Sowell Financial Services LLC49,198$5,462 03/31/2020
     SHV49,198$5,462 03/31/2020
Alpha Cubed Investments LLC48,635$5,386 06/30/2020
     SHV48,635$5,386 06/30/2020
First Allied Advisory Services Inc.47,580$5,282 03/31/2020
     SHV47,580$5,282 03/31/2020
HRT Financial LLC43,611$4,841 03/31/2020
     SHV43,611$4,841 03/31/2020
Wedbush Securities Inc.43,057$4,768 06/30/2020
     SHV43,057$4,768 06/30/2020
Eqis Capital Management Inc.42,528$4,698 03/31/2020
     SHV42,528$4,698 03/31/2020
Madison Asset Management LLC42,120$4,676 03/31/2020
     SHV42,120$4,676 03/31/2020
Eldridge Investment Advisors Inc.40,636$4,500 06/30/2020
     SHV40,636$4,500 06/30/2020
HighTower Advisors LLC39,174$4,348 03/31/2020
     SHV39,174$4,348 03/31/2020
GenWealth Group Inc.37,510$4,153 06/30/2020
     SHV37,510$4,153 06/30/2020
Integrated Wealth Concepts LLC36,965$4,094 06/30/2020
     SHV36,965$4,094 06/30/2020
Private Advisory Group LLC36,761$4,071 06/30/2020
     SHV36,761$4,071 06/30/2020
Stelac Advisory Services LLC36,750$4,048 06/30/2020
     SHV36,750$4,048 06/30/2020
OLD Mission Capital LLC36,000$3,997 03/31/2020
     SHV36,000$3,997 03/31/2020
Acima Private Wealth LLC35,707$3,964 03/31/2020
     SHV35,707$3,964 03/31/2020
HMS Capital Management LLC35,335$3,913 06/30/2020
     SHV35,335$3,913 06/30/2020
Brookstone Capital Management34,533$3,824 06/30/2020
     SHV34,533$3,824 06/30/2020
Deutsche Bank AG34,334$3,812 03/31/2020
     SHV34,334$3,812 03/31/2020
Chicago Wealth Management Inc.34,087$3,775 06/30/2020
     SHV34,087$3,775 06/30/2020
Wolverine Trading LLC33,728$3,744 03/31/2020
     SHV33,728$3,744 03/31/2020
GenTrust LLC33,617$3,732 03/31/2020
     SHV33,617$3,732 03/31/2020
Lionsbridge Wealth Management LLC33,423$3,701 06/30/2020
     SHV33,423$3,701 06/30/2020
AdvicePeriod LLC32,991$3,653 06/30/2020
     SHV32,991$3,653 06/30/2020
Carlton Hofferkamp & Jenks Wealth Management LLC31,838$3,525 06/30/2020
     SHV31,838$3,525 06/30/2020
Mutual Advisors LLC31,284$3,464 06/30/2020
     SHV31,284$3,464 06/30/2020
Capital Asset Advisory Services LLC30,299$3,357 03/31/2020
     SHV30,299$3,357 03/31/2020
One Capital Management LLC30,012$3,332 03/31/2020
     SHV30,012$3,332 03/31/2020
Cadinha & Co. LLC30,035$3,326 06/30/2020
     SHV30,035$3,326 06/30/2020
Baird Financial Group Inc.29,734$3,301 03/31/2020
     SHV29,734$3,301 03/31/2020
Delta Investment Management LLC29,715$3,290 06/30/2020
     SHV29,715$3,290 06/30/2020
Outlook Wealth Advisors LLC29,229$3,237 06/30/2020
     SHV29,229$3,237 06/30/2020
Strategic Investment Advisors MI27,982$3,099 06/30/2020
     SHV27,982$3,099 06/30/2020
Institute for Wealth Management LLC.27,670$3,064 06/30/2020
     SHV27,670$3,064 06/30/2020
Robertson Stephens Wealth Management LLC27,074$3,006 03/31/2020
     SHV27,074$3,006 03/31/2020
Barings LLC26,181$2,907 03/31/2020
     SHV26,181$2,907 03/31/2020
Pictet Asset Management Ltd.26,000$2,887 03/31/2020
     SHV26,000$2,887 03/31/2020
Ritholtz Wealth Management25,466$2,820 06/30/2020
     SHV25,466$2,820 06/30/2020
Stone House Investment Management LLC25,237$2,795 06/30/2020
     SHV25,237$2,795 06/30/2020
Parcion Private Wealth LLC24,783$2,744 06/30/2020
     SHV24,783$2,744 06/30/2020
Cairn Investment Group Inc.24,615$2,725 06/30/2020
     SHV24,615$2,725 06/30/2020
Baker Ellis Asset Management LLC23,810$2,643 03/31/2020
     SHV23,810$2,643 03/31/2020
Bfsg LLC23,778$2,633 06/30/2020
     SHV23,778$2,633 06/30/2020
Bluestein R H & Co.23,548$2,614 03/31/2020
     SHV23,548$2,614 03/31/2020
Apella Capital LLC23,466$2,599 06/30/2020
     SHV23,466$2,599 06/30/2020
StrongBox Wealth LLC22,890$2,535 06/30/2020
     SHV22,890$2,535 06/30/2020
AdvisorShares Investments LLC22,728$2,517 06/30/2020
     SHV22,728$2,517 06/30/2020
Tortoise Investment Management LLC22,630$2,506 06/30/2020
     SHV22,630$2,506 06/30/2020
Advisory Research Inc.22,510$2,499 03/31/2020
     SHV22,510$2,499 03/31/2020
Sfmg LLC22,030$2,440 06/30/2020
     SHV22,030$2,440 06/30/2020
Pinnacle Family Advisors LLC21,931$2,435 03/31/2020
     SHV21,931$2,435 03/31/2020
Meristem Family Wealth LLC21,410$2,371 06/30/2020
     SHV21,410$2,371 06/30/2020
Strategic Wealth Partners Ltd.20,763$2,294 03/31/2020
     SHV20,763$2,294 03/31/2020
Alethea Capital Management LLC20,534$2,280 03/31/2020
     SHV20,534$2,280 03/31/2020
Quattro Financial Advisors LLC20,264$2,244 06/30/2020
     SHV20,264$2,244 06/30/2020
Mastrapasqua Asset Management Inc.20,155$2,232 06/30/2020
     SHV20,155$2,232 06/30/2020
Ancora Advisors LLC20,000$2,220 03/31/2020
     SHV20,000$2,220 03/31/2020
IFP Advisors Inc19,955$2,214 06/30/2020
     SHV19,955$2,214 06/30/2020
Hedeker Wealth LLC19,789$2,196 03/31/2020
     SHV19,789$2,196 03/31/2020
Dakota Wealth Management19,420$2,151 06/30/2020
     SHV19,420$2,151 06/30/2020
EisnerAmper Wealth Management Corporate Benefits LLC19,205$2,127 06/30/2020
     SHV19,205$2,127 06/30/2020
OmniStar Financial Group Inc.19,085$2,114 06/30/2020
     SHV19,085$2,114 06/30/2020
Proficio Capital Partners LLC18,880$2,096 03/31/2020
     SHV18,880$2,096 03/31/2020
CIBC World Markets Inc.18,845$2,092 03/31/2020
     SHV18,845$2,092 03/31/2020
Advisors Preferred LLC18,800$2,087 03/31/2020
     SHV18,800$2,087 03/31/2020
Trexquant Investment LP18,397$2,037 06/30/2020
     SHV18,397$2,037 06/30/2020
Argent Wealth Management LLC17,567$1,948 03/31/2020
     SHV17,567$1,948 03/31/2020
Equitable Holdings Inc.17,269$1,917 03/31/2020
     SHV17,269$1,917 03/31/2020
Hilltop Holdings Inc.17,184$1,908 03/31/2020
     SHV17,184$1,908 03/31/2020
Probity Advisors Inc.16,582$1,836 06/30/2020
     SHV16,582$1,836 06/30/2020
1832 Asset Management L.P.16,378$1,831 03/31/2020
     SHV16,378$1,831 03/31/2020
Copperwynd Financial LLC16,504$1,828 06/30/2020
     SHV16,504$1,828 06/30/2020
Ifrah Financial Services Inc.16,100$1,787 03/31/2020
     SHV16,100$1,787 03/31/2020
Gould Asset Management LLC CA15,955$1,767 06/30/2020
     SHV15,955$1,767 06/30/2020
Keybank National Association OH15,756$1,749 03/31/2020
     SHV15,756$1,749 03/31/2020
Alliancebernstein L.P.15,727$1,746 03/31/2020
     SHV15,727$1,746 03/31/2020
Park Avenue Securities LLC15,485$1,715 06/30/2020
     SHV15,485$1,715 06/30/2020
Grimes & Company Inc.15,397$1,705 06/30/2020
     SHV15,397$1,705 06/30/2020
Financial Engines Advisors L.L.C.15,325$1,701 03/31/2020
     SHV15,325$1,701 03/31/2020
Aspiriant LLC15,158$1,678 06/30/2020
     SHV15,158$1,678 06/30/2020
ERTS Wealth Advisors LLC15,057$1,672 03/31/2020
     SHV15,057$1,672 03/31/2020
National Asset Management Inc.15,061$1,668 06/30/2020
     SHV15,061$1,668 06/30/2020
K.J. Harrison & Partners Inc15,000$1,661 06/30/2020
     SHV15,000$1,661 06/30/2020
BNP Paribas Arbitrage SA14,917$1,652 06/30/2020
     SHV14,917$1,652 06/30/2020
Oliver Luxxe Assets LLC14,314$1,587 03/31/2020
     SHV14,314$1,587 03/31/2020
Fortis Advisors LLC14,232$1,580 03/31/2020
     SHV14,232$1,580 03/31/2020
Paragon Wealth Strategies LLC14,093$1,561 06/30/2020
     SHV14,093$1,561 06/30/2020
Prospera Financial Services Inc14,000$1,554 03/31/2020
     SHV14,000$1,554 03/31/2020
ProVise Management Group LLC13,965$1,546 06/30/2020
     SHV13,965$1,546 06/30/2020
Squar Milner Financial Services LLC13,739$1,521 06/30/2020
     SHV13,739$1,521 06/30/2020
Creative Planning13,730$1,520 06/30/2020
     SHV13,730$1,520 06/30/2020
TD Asset Management Inc.13,432$1,491 03/31/2020
     SHV13,432$1,491 03/31/2020
Perennial Advisors LLC13,354$1,483 03/31/2020
     SHV13,354$1,483 03/31/2020
Advisor Partners LLC13,318$1,478 03/31/2020
     SHV13,318$1,478 03/31/2020
DAVENPORT & Co LLC13,220$1,464 06/30/2020
     SHV13,220$1,464 06/30/2020
Cetera Advisor Networks LLC13,188$1,464 03/31/2020
     SHV13,188$1,464 03/31/2020
Relative Value Partners Group LLC13,097$1,454 03/31/2020
     SHV13,097$1,454 03/31/2020
First National Bank of South Miami12,938$1,436 03/31/2020
     SHV12,938$1,436 03/31/2020
GWM Advisors LLC12,672$1,403 06/30/2020
     SHV12,672$1,403 06/30/2020
Bahl & Gaynor Inc.12,512$1,389 03/31/2020
     SHV12,512$1,389 03/31/2020
HM Payson & Co.12,413$1,378 03/31/2020
     SHV12,413$1,378 03/31/2020
Winfield Associates Inc.12,295$1,365 03/31/2020
     SHV12,295$1,365 03/31/2020
Atticus Wealth Management LLC12,216$1,353 06/30/2020
     SHV12,216$1,353 06/30/2020
Allianz Asset Management GmbH12,140$1,348 03/31/2020
     SHV12,140$1,348 03/31/2020
Alesco Advisors LLC12,100$1,343 03/31/2020
     SHV12,100$1,343 03/31/2020
O Shaughnessy Asset Management LLC11,864$1,317 03/31/2020
     SHV11,864$1,317 03/31/2020
PNC Financial Services Group Inc.11,769$1,304 06/30/2020
     SHV11,769$1,304 06/30/2020
Colony Group LLC11,354$1,260 03/31/2020
     SHV11,354$1,260 03/31/2020
STA Wealth Management LLC11,203$1,244 03/31/2020
     SHV11,203$1,244 03/31/2020
Evergreen Advisors LLC11,191$1,239 06/30/2020
     SHV11,191$1,239 06/30/2020
Patton Fund Management Inc.11,069$1,226 06/30/2020
     SHV11,069$1,226 06/30/2020
Managed Account Services Inc.11,033$1,222 06/30/2020
     SHV11,033$1,222 06/30/2020
Sicart Associates LLC10,620$1,176 06/30/2020
     SHV10,620$1,176 06/30/2020
Paradigm Financial Partners LLC10,530$1,168 03/31/2020
     SHV10,530$1,168 03/31/2020
Capital Investment Advisory Services LLC10,540$1,167 06/30/2020
     SHV10,540$1,167 06/30/2020
Chesley Taft & Associates LLC10,350$1,146 06/30/2020
     SHV10,350$1,146 06/30/2020
Baystate Wealth Management LLC10,206$1,130 06/30/2020
     SHV10,206$1,130 06/30/2020
Family Management Corp10,061$1,117 03/31/2020
     SHV10,061$1,117 03/31/2020
Rowland Carmichael Advisors Inc. ADV9,772$1,082 06/30/2020
     SHV9,772$1,082 06/30/2020
Cambria Investment Management L.P.9,736$1,081 03/31/2020
     SHV9,736$1,081 03/31/2020
Arete Wealth Management LLC9,675$1,074 03/31/2020
     SHV9,675$1,074 03/31/2020
Claraphi Advisory Network LLC9,538$1,059 03/31/2020
     SHV9,538$1,059 03/31/2020
Signaturefd LLC9,378$1,039 06/30/2020
     SHV9,378$1,039 06/30/2020
Banque Pictet & Cie SA9,123$1,013 03/31/2020
     SHV9,123$1,013 03/31/2020
Cidel Asset Management Inc.9,120$1,013 03/31/2020
     SHV9,120$1,013 03/31/2020
Ambassador Advisors LLC9,029$1,002 03/31/2020
     SHV9,029$1,002 03/31/2020
Actinver Wealth Management Inc.8,975$994 06/30/2020
     SHV8,975$994 06/30/2020
Rathbone Brothers plc8,800$975 06/30/2020
     SHV8,800$975 06/30/2020
Lazard Asset Management LLC8,720$968 03/31/2020
     SHV8,720$968 03/31/2020
Covington Capital Management8,722$968 03/31/2020
     SHV8,722$968 03/31/2020
West Branch Capital LLC8,636$956 06/30/2020
     SHV8,636$956 06/30/2020
First Wilshire Securities Management Inc.8,300$921 03/31/2020
     SHV8,300$921 03/31/2020
Blair William & Co. IL8,209$911 03/31/2020
     SHV8,209$911 03/31/2020
Sullivan Bruyette Speros & Blaney LLC8,115$901 03/31/2020
     SHV8,115$901 03/31/2020
G&S Capital LLC8,003$886 06/30/2020
     SHV8,003$886 06/30/2020
Gradient Capital Advisors LLC7,909$876 06/30/2020
     SHV7,909$876 06/30/2020
J. W. Coons Advisors LLC7,845$871 03/31/2020
     SHV7,845$871 03/31/2020
Mercer Global Advisors Inc. ADV7,787$865 03/31/2020
     SHV7,787$865 03/31/2020
Jacobi Capital Management LLC7,620$844 06/30/2020
     SHV7,620$844 06/30/2020
Sigma Planning Corp7,612$843 06/30/2020
     SHV7,612$843 06/30/2020
Bank of New York Mellon Corp7,567$840 03/31/2020
     SHV7,567$840 03/31/2020
Pacifica Partners Inc.7,516$829 06/30/2020
     SHV7,516$829 06/30/2020
Columbus Macro LLC7,449$825 06/30/2020
     SHV7,449$825 06/30/2020
Comerica Bank7,375$817 06/30/2020
     SHV7,375$817 06/30/2020
Stratos Wealth Advisors LLC7,298$808 06/30/2020
     SHV7,298$808 06/30/2020
Bainco International Investors7,275$806 06/30/2020
     SHV7,275$806 06/30/2020
Abacus Planning Group Inc.7,246$804 03/31/2020
     SHV7,246$804 03/31/2020
Dynamic Advisor Solutions LLC7,217$799 06/30/2020
     SHV7,217$799 06/30/2020
Bay Harbor Wealth Management LLC7,207$798 06/30/2020
     SHV7,207$798 06/30/2020
Stuart Chaussee & Associates Inc.6,912$765 06/30/2020
     SHV6,912$765 06/30/2020
Jefferies Group LLC6,781$753 03/31/2020
     SHV6,781$753 03/31/2020
Omega Financial Group LLC6,621$733 06/30/2020
     SHV6,621$733 06/30/2020
Nicholas Hoffman & Company LLC.6,444$715 03/31/2020
     SHV6,444$715 03/31/2020
Lido Advisors LLC6,297$699 03/31/2020
     SHV6,297$699 03/31/2020
Destination Wealth Management6,028$669 03/31/2020
     SHV6,028$669 03/31/2020
Sei Investments Co.5,939$659 03/31/2020
     SHV5,939$659 03/31/2020
Northwestern Mutual Wealth Management Co.5,906$656 03/31/2020
     SHV5,906$656 03/31/2020
Wealth Advisors of Tampa Bay LLC5,900$655 03/31/2020
     SHV5,900$655 03/31/2020
Accurate Investment Solutions Inc.5,480$608 03/31/2020
     SHV5,480$608 03/31/2020
Allred Capital Management LLC5,443$604 03/31/2020
     SHV5,443$604 03/31/2020
Emerson Wealth Management LLC57,162$600 06/30/2020
     SHV57,162$600 06/30/2020
VisionPoint Advisory Group LLC5,284$587 03/31/2020
     SHV5,284$587 03/31/2020
Courage Miller Partners LLC5,248$581 06/30/2020
     SHV5,248$581 06/30/2020
Cary Street Partner Investment Advisory LLC5,230$579 06/30/2020
     SHV5,230$579 06/30/2020
Shepherd Kaplan Krochuk LLC5,070$563 03/31/2020
     SHV5,070$563 03/31/2020
Independent Advisor Alliance5,041$558 06/30/2020
     SHV5,041$558 06/30/2020
Sanders Morris Harris LLC4,988$552 06/30/2020
     SHV4,988$552 06/30/2020
Fagan Associates Inc.4,800$532 06/30/2020
     SHV4,800$532 06/30/2020
Wealth Alliance4,776$530 03/31/2020
     SHV4,776$530 03/31/2020
Toroso Investments LLC4,600$510 03/31/2020
     SHV4,600$510 03/31/2020
Matrix Asset Advisors Inc. NY4,583$509 03/31/2020
     SHV4,583$509 03/31/2020
Gladstone Institutional Advisory LLC4,512$501 03/31/2020
     SHV4,512$501 03/31/2020
Telemus Capital LLC4,500$498 06/30/2020
     SHV4,500$498 06/30/2020
Spectrum Management Group LLC4,487$498 03/31/2020
     SHV4,487$498 03/31/2020
BOKF NA4,444$493 03/31/2020
     SHV4,444$493 03/31/2020
Bank of Montreal Can4,428$491 03/31/2020
     SHV4,428$491 03/31/2020
Belpointe Asset Management LLC4,421$489 06/30/2020
     SHV4,421$489 06/30/2020
Minot Wealth Management LLC4,412$489 06/30/2020
     SHV4,412$489 06/30/2020
Tocqueville Asset Management L.P.4,407$489 03/31/2020
     SHV4,407$489 03/31/2020
Proequities Inc.4,385$487 03/31/2020
     SHV4,385$487 03/31/2020
Leavell Investment Management Inc.4,249$471 06/30/2020
     SHV4,249$471 06/30/2020
Centaurus Financial Inc.4,202$467 03/31/2020
     SHV4,202$467 03/31/2020
Stanley Laman Group Ltd.4,190$464 06/30/2020
     SHV4,190$464 06/30/2020
Wealthcare Capital Management LLC4,146$459 06/30/2020
     SHV4,146$459 06/30/2020
Equity Investment Corp4,074$452 03/31/2020
     SHV4,074$452 03/31/2020
Stockman Wealth Management Inc.4,000$444 03/31/2020
     SHV4,000$444 03/31/2020
Oxford Financial Group Ltd.3,933$436 06/30/2020
     SHV3,933$436 06/30/2020
Davidson Investment Advisors3,771$419 03/31/2020
     SHV3,771$419 03/31/2020
Weaver Consulting Group3,758$416 06/30/2020
     SHV3,758$416 06/30/2020
Quadrant Private Wealth Management LLC3,694$409 06/30/2020
     SHV3,694$409 06/30/2020
Excalibur Management Corp3,645$405 03/31/2020
     SHV3,645$405 03/31/2020
Richard Bernstein Advisors LLC3,575$396 03/31/2020
     SHV3,575$396 03/31/2020
EFG Asset Management Americas Corp.3,558$394 06/30/2020
     SHV3,558$394 06/30/2020
Cito Capital Group LLC3,500$389 03/31/2020
     SHV3,500$389 03/31/2020
Pennsylvania Capital Management Inc. ADV3,499$387 06/30/2020
     SHV3,499$387 06/30/2020
Professional Planning3,499$387 06/30/2020
     SHV3,499$387 06/30/2020
Pacific Financial Group Inc.3,475$386 06/30/2020
     SHV3,475$386 06/30/2020
Total Investment Management Inc.3,473$385 06/30/2020
     SHV3,473$385 06/30/2020
Dorsey & Whitney Trust CO LLC3,401$378 03/31/2020
     SHV3,401$378 03/31/2020
Fieldpoint Private Securities LLC3,400$377 03/31/2020
     SHV3,400$377 03/31/2020
Avantax Advisory Services Inc.3,382$373 06/30/2020
     SHV3,382$373 06/30/2020
CLS Investments LLC3,333$370 03/31/2020
     SHV3,333$370 03/31/2020
Transform Wealth LLC3,291$364 06/30/2020
     SHV3,291$364 06/30/2020
Financial Management Professionals Inc.3,221$357 06/30/2020
     SHV3,221$357 06/30/2020
20 20 Capital Management Inc.3,158$350 03/31/2020
     SHV3,158$350 03/31/2020
Crestwood Advisors Group LLC3,145$349 03/31/2020
     SHV3,145$349 03/31/2020
Moors & Cabot Inc.3,122$347 03/31/2020
     SHV3,122$347 03/31/2020
Legacy Wealth Planning LLC3,023$336 03/31/2020
     SHV3,023$336 03/31/2020
Itau Unibanco Holding S.A.2,836$315 03/31/2020
     SHV2,836$315 03/31/2020
Demars Financial Group LLC2,819$313 03/31/2020
     SHV2,819$313 03/31/2020
Spearhead Capital Advisors LLC2,802$310 06/30/2020
     SHV2,802$310 06/30/2020
Perigon Wealth Management LLC2,754$305 06/30/2020
     SHV2,754$305 06/30/2020
Harwood Advisory Group LLC2,758$305 06/30/2020
     SHV2,758$305 06/30/2020
Creative Financial Designs Inc. ADV2,728$302 06/30/2020
     SHV2,728$302 06/30/2020
Synovus Financial Corp2,686$299 03/31/2020
     SHV2,686$299 03/31/2020
Allworth Financial LP2,633$292 06/30/2020
     SHV2,633$292 06/30/2020
American Investment Services Inc.2,596$287 06/30/2020
     SHV2,596$287 06/30/2020
Acorn Financial Advisory Services Inc. ADV2,488$276 06/30/2020
     SHV2,488$276 06/30/2020
Lake Street Advisors Group LLC2,449$272 03/31/2020
     SHV2,449$272 03/31/2020
Regentatlantic Capital LLC2,423$269 03/31/2020
     SHV2,423$269 03/31/2020
Cedar Brook Financial Partners LLC2,405$266 06/30/2020
     SHV2,405$266 06/30/2020
B. Riley Wealth Management Inc.2,394$266 03/31/2020
     SHV2,394$266 03/31/2020
Cahaba Wealth Management Inc.2,385$264 06/30/2020
     SHV2,385$264 06/30/2020
Coldstream Capital Management Inc.2,378$264 03/31/2020
     SHV2,378$264 03/31/2020
Millennium Management LLC2,316$257 03/31/2020
     SHV2,316$257 03/31/2020
Kingsview Wealth Management LLC2,297$255 03/31/2020
     SHV2,297$255 03/31/2020
Mattern Wealth Management LLC2,296$254 06/30/2020
     SHV2,296$254 06/30/2020
Coe Capital Management LLC2,258$250 06/30/2020
     SHV2,258$250 06/30/2020
Shepherd Financial Partners LLC2,195$243 06/30/2020
     SHV2,195$243 06/30/2020
M&T Bank Corp2,186$242 06/30/2020
     SHV2,186$242 06/30/2020
NEXT Financial Group Inc2,103$233 06/30/2020
     SHV2,103$233 06/30/2020
Tempus Wealth Planning LLC2,070$229 06/30/2020
     SHV2,070$229 06/30/2020
Regal Investment Advisors LLC2,033$225 06/30/2020
     SHV2,033$225 06/30/2020
Sofos Investments Inc.2,013$223 03/31/2020
     SHV2,013$223 03/31/2020
Financial Advisory Service Inc.1,994$221 06/30/2020
     SHV1,994$221 06/30/2020
Financial Sense Advisors Inc.1,988$220 06/30/2020
     SHV1,988$220 06/30/2020
Warren Averett Asset Management LLC1,965$218 03/31/2020
     SHV1,965$218 03/31/2020
Fundamentun LLC1,963$217 06/30/2020
     SHV1,963$217 06/30/2020
Visionary Wealth Advisors1,917$213 03/31/2020
     SHV1,917$213 03/31/2020
Verus Financial Partners Inc.1,894$210 06/30/2020
     SHV1,894$210 06/30/2020
Vaughan David Investments LLC IL1,850$205 06/30/2020
     SHV1,850$205 06/30/2020
Pensionmark Financial Group LLC1,851$205 03/31/2020
     SHV1,851$205 03/31/2020
Wealth Quarterback LLC1,823$202 03/31/2020
     SHV1,823$202 03/31/2020
Ausdal Financial Partners Inc.1,819$201 06/30/2020
     SHV1,819$201 06/30/2020
Okabena Investment Services Inc.1,803$200 03/31/2020
     SHV1,803$200 03/31/2020
Tarbox Family Office Inc.1,687$187 06/30/2020
     SHV1,687$187 06/30/2020
Verus Capital Partners LLC1,628$181 03/31/2020
     SHV1,628$181 03/31/2020
Fifth Third Bancorp1,608$178 06/30/2020
     SHV1,608$178 06/30/2020
North Star Investment Management Corp.1,565$173 06/30/2020
     SHV1,565$173 06/30/2020
Clearstead Advisors LLC1,553$172 03/31/2020
     SHV1,553$172 03/31/2020
Biltmore Family Office LLC1,460$162 06/30/2020
     SHV1,460$162 06/30/2020
Front Row Advisors LLC1,446$160 03/31/2020
     SHV1,446$160 03/31/2020
Huntington National Bank1,356$150 06/30/2020
     SHV1,356$150 06/30/2020
Optimum Investment Advisors1,300$144 06/30/2020
     SHV1,300$144 06/30/2020
J.Safra Asset Management Corp155,428$140 03/31/2020
     SHV155,428$140 03/31/2020
WASHINGTON TRUST Co1,250$138 06/30/2020
     SHV1,250$138 06/30/2020
Benjamin F. Edwards & Company Inc.1,185$132 03/31/2020
     SHV1,185$132 03/31/2020
Sugarloaf Wealth Management LLC1,145$127 06/30/2020
     SHV1,145$127 06/30/2020
Lakeview Capital Partners LLC1,080$120 06/30/2020
     SHV1,080$120 06/30/2020
Founders Capital Management1,070$119 03/31/2020
     SHV1,070$119 03/31/2020
Flagship Harbor Advisors LLC1,068$118 06/30/2020
     SHV1,068$118 06/30/2020
Semmax Financial Advisors Inc.1,040$115 06/30/2020
     SHV1,040$115 06/30/2020
Grace Capital1,014$113 03/31/2020
     SHV1,014$113 03/31/2020
Asset Management One Co. Ltd.1,000$111 03/31/2020
     SHV1,000$111 03/31/2020
Pecaut & CO.995$110 03/31/2020
     SHV995$110 03/31/2020
C M Bidwell & Associates Ltd.931$103 03/31/2020
     SHV931$103 03/31/2020
Sonora Investment Management LLC905$101 03/31/2020
     SHV905$101 03/31/2020
Valeo Financial Advisors LLC849$94 06/30/2020
     SHV849$94 06/30/2020
Captrust Financial Advisors656$73 03/31/2020
     SHV656$73 03/31/2020
Whittier Trust Co.650$72 06/30/2020
     SHV650$72 06/30/2020
MUFG Americas Holdings Corp701$71 06/30/2020
     SHV701$71 06/30/2020
MCF Advisors LLC599$67 03/31/2020
     SHV599$67 03/31/2020
Financial Advocates Investment Management14,440$64 03/31/2020
     SHV14,440$64 03/31/2020
Burt Wealth Advisors555$61 06/30/2020
     SHV555$61 06/30/2020
Tsfg LLC518$57 06/30/2020
     SHV518$57 06/30/2020
Lee Financial Co489$54 03/31/2020
     SHV489$54 03/31/2020
LFA Lugano Financial Advisors SA456$50 06/30/2020
     SHV456$50 06/30/2020
MBM Wealth Consultants LLC450$50 06/30/2020
     SHV450$50 06/30/2020
Disciplined Investments LLC439$49 03/31/2020
     SHV439$49 03/31/2020
Patriot Financial Group Insurance Agency LLC433$48 06/30/2020
     SHV433$48 06/30/2020
SeaBridge Investment Advisors LLC410$45 06/30/2020
     SHV410$45 06/30/2020
LifePlan Financial Group Inc397$44 06/30/2020
     SHV397$44 06/30/2020
Rockefeller Capital Management L.P.385$43 03/31/2020
     SHV385$43 03/31/2020
Core Wealth Advisors Inc.340$38 06/30/2020
     SHV340$38 06/30/2020
Investors Research Corp335$37 06/30/2020
     SHV335$37 06/30/2020
Plante Moran Financial Advisors LLC311$35 03/31/2020
     SHV311$35 03/31/2020
Bray Capital Advisors303$34 06/30/2020
     SHV303$34 06/30/2020
Truehand Inc300$33 06/30/2020
     SHV300$33 06/30/2020
Red Door Wealth Management LLC300$33 06/30/2020
     SHV300$33 06/30/2020
Carroll Financial Associates Inc.283$31 06/30/2020
     SHV283$31 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC280$31 06/30/2020
     SHV280$31 06/30/2020
Northern Oak Wealth Management Inc.262$29 03/31/2020
     SHV262$29 03/31/2020
Pinnacle Bank233$26 06/30/2020
     SHV233$26 06/30/2020
Blume Capital Management Inc.200$22 06/30/2020
     SHV200$22 06/30/2020
Firestone Capital Management202$22 06/30/2020
     SHV202$22 06/30/2020
Capital Analysts LLC183$20 06/30/2020
     SHV183$20 06/30/2020
Vectors Research Management LLC171$19 03/31/2020
     SHV171$19 03/31/2020
Citizens Financial Group Inc RI154$17 03/31/2020
     SHV154$17 03/31/2020
AdvisorNet Financial Inc131$15 03/31/2020
     SHV131$15 03/31/2020
Northern Trust Corp12,771$14 03/31/2020
     SHV12,771$14 03/31/2020
Global Wealth Management Investment Advisory Inc.104$12 03/31/2020
     SHV104$12 03/31/2020
Rosenberg Matthew Hamilton95$11 06/30/2020
     SHV95$11 06/30/2020
IMA Wealth Inc.103$11 03/31/2020
     SHV103$11 03/31/2020
BerganKDV Wealth Management LLC98$11 03/31/2020
     SHV98$11 03/31/2020
Procyon Private Wealth Partners LLC85$9 03/31/2020
     SHV85$9 03/31/2020
Shine Investment Advisory Services Inc.75$8 06/30/2020
     SHV75$8 06/30/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA55$6 06/30/2020
     SHV55$6 06/30/2020
HCR Wealth Advisors52$6 06/30/2020
     SHV52$6 06/30/2020
Tower Research Capital LLC TRC 54$6 03/31/2020
     SHV54$6 03/31/2020
FinTrust Capital Advisors LLC58$6 03/31/2020
     SHV58$6 03/31/2020
Bedel Financial Consulting Inc.41$5 06/30/2020
     SHV41$5 06/30/2020
Elm Partners Management LLC41$5 06/30/2020
     SHV41$5 06/30/2020
Corbenic Partners LLC34$4 06/30/2020
     SHV34$4 06/30/2020
Lindbrook Capital LLC40$4 06/30/2020
     SHV40$4 06/30/2020
Vigilant Capital Management LLC27$3 06/30/2020
     SHV27$3 06/30/2020
Aspire Private Capital LLC28$3 03/31/2020
     SHV28$3 03/31/2020
Truewealth LLC5$1 06/30/2020
     SHV5$1 06/30/2020
Independence Advisors LLC10$1 03/31/2020
     SHV10$1 03/31/2020
JFS Wealth Advisors LLC2$0 06/30/2020
     SHV2$0 06/30/2020
Versant Capital Management Inc6$0 06/30/2020
     SHV6$0 06/30/2020

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

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