HoldingsChannel.com
Funds Holding SHV

On this page, we present all of the funds holding SHV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SHV, with a link to that fund's top holdings. The next columns indicate the amount of SHV stock held by each of the funds holding SHV, followed by the SHV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 510 funds holding SHV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Milliman Financial Risk Management LLC. For more details on the positions held by Milliman Financial Risk Management LLC (or by any of the other funds holding SHV), click the fund name in the "Holder" column of the funds-holding-SHV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Milliman Financial Risk Management LLC21,038,784$2,316,370 06/30/2022
     SHV21,038,784$2,316,370 06/30/2022
BlackRock Inc.14,519,174$1,598,561 06/30/2022
     SHV14,519,174$1,598,561 06/30/2022
Exchange Traded Concepts LLC14,354,290$1,578,972 09/30/2022
     SHV14,354,290$1,578,972 09/30/2022
Morgan Stanley7,208,711$793,679 06/30/2022
     SHV7,208,711$793,679 06/30/2022
Freestone Capital Holdings LLC6,507,497$716,475 06/30/2022
     SHV6,507,497$716,475 06/30/2022
Clark Capital Management Group Inc.5,421,414$596,898 06/30/2022
     SHV5,421,414$596,898 06/30/2022
Envestnet Asset Management Inc.5,334,481$587,326 06/30/2022
     SHV5,334,481$587,326 06/30/2022
Betterment LLC3,890,701$428,366 06/30/2022
     SHV3,890,701$428,366 06/30/2022
Bank of America Corp DE3,786,927$416,941 06/30/2022
     SHV3,786,927$416,941 06/30/2022
UBS Group AG2,975,113$327,560 06/30/2022
     SHV2,975,113$327,560 06/30/2022
Assetmark Inc.2,780,015$306,080 06/30/2022
     SHV2,780,015$306,080 06/30/2022
Grimes & Company Inc.2,728,540$300,412 06/30/2022
     SHV2,728,540$300,412 06/30/2022
Ameriprise Financial Inc.2,705,987$298,625 06/30/2022
     SHV2,705,987$298,625 06/30/2022
Bank of Nova Scotia1,957,376$215,806 06/30/2022
     SHV1,957,376$215,806 06/30/2022
Wells Fargo & Company MN1,861,918$204,997 06/30/2022
     SHV1,861,918$204,997 06/30/2022
Banco Bilbao Vizcaya Argentaria S.A.1,427,061$156,825 06/30/2022
     SHV1,427,061$156,825 06/30/2022
Advisor Group Holdings Inc.1,416,623$155,939 06/30/2022
     SHV1,416,623$155,939 06/30/2022
JPMorgan Chase & Co.1,331,297$146,575 06/30/2022
     SHV1,331,297$146,575 06/30/2022
Royal Bank of Canada1,022,092$112,532 06/30/2022
     SHV1,022,092$112,532 06/30/2022
Cambridge Investment Research Advisors Inc.942,912$103,815 06/30/2022
     SHV942,912$103,815 06/30/2022
Virtue Capital Management LLC906,203$99,773 06/30/2022
     SHV906,203$99,773 06/30/2022
Halbert Hargrove Global Advisors LLC895,785$98,626 06/30/2022
     SHV895,785$98,626 06/30/2022
Peavine Capital LLC821,062$90,399 06/30/2022
     SHV821,062$90,399 06/30/2022
NextCapital Advisers Inc.772,547$85,057 06/30/2022
     SHV772,547$85,057 06/30/2022
AE Wealth Management LLC726,552$79,993 06/30/2022
     SHV726,552$79,993 06/30/2022
Truist Financial Corp706,636$77,801 06/30/2022
     SHV706,636$77,801 06/30/2022
FMR LLC691,589$76,144 06/30/2022
     SHV691,589$76,144 06/30/2022
Raymond James Financial Services Advisors Inc.612,980$67,489 06/30/2022
     SHV612,980$67,489 06/30/2022
LPL Financial LLC604,948$66,605 06/30/2022
     SHV604,948$66,605 06/30/2022
Integrated Wealth Concepts LLC590,574$65,022 06/30/2022
     SHV590,574$65,022 06/30/2022
Cornerstone Retirement Group Inc.534,059$58,762 06/30/2022
     SHV534,059$58,762 06/30/2022
Blueprint Investment Partners LLC530,736$58,434 06/30/2022
     SHV530,736$58,434 06/30/2022
Atria Investments LLC481,325$52,994 06/30/2022
     SHV481,325$52,994 06/30/2022
Estate Counselors LLC476,090$52,417 06/30/2022
     SHV476,090$52,417 06/30/2022
HighTower Advisors LLC469,143$51,671 06/30/2022
     SHV469,143$51,671 06/30/2022
O Shaughnessy Asset Management LLC429,924$47,335 06/30/2022
     SHV429,924$47,335 06/30/2022
Money Concepts Capital Corp429,694$47,275 06/30/2022
     SHV429,694$47,275 06/30/2022
Perella Weinberg Partners Capital Management LP419,903$46,231 06/30/2022
     SHV419,903$46,231 06/30/2022
TRUE Private Wealth Advisors417,771$45,996 06/30/2022
     SHV417,771$45,996 06/30/2022
Ritholtz Wealth Management410,999$45,251 06/30/2022
     SHV410,999$45,251 06/30/2022
Raymond James & Associates408,248$44,948 06/30/2022
     SHV408,248$44,948 06/30/2022
Stifel Financial Corp406,713$44,780 06/30/2022
     SHV406,713$44,780 06/30/2022
TAP Consulting LLC393,207$43,292 06/30/2022
     SHV393,207$43,292 06/30/2022
Credit Suisse AG389,037$42,833 06/30/2022
     SHV389,037$42,833 06/30/2022
Acorns Advisers LLC364,700$40,154 06/30/2022
     SHV364,700$40,154 06/30/2022
Financial Engines Advisors L.L.C.361,395$39,789 06/30/2022
     SHV361,395$39,789 06/30/2022
Goldman Sachs Group Inc.345,069$37,992 06/30/2022
     SHV345,069$37,992 06/30/2022
Thrivent Financial for Lutherans340,426$37,481 06/30/2022
     SHV340,426$37,481 06/30/2022
Balentine LLC340,277$37,464 06/30/2022
     SHV340,277$37,464 06/30/2022
Marks Wealth LLC335,753$36,966 06/30/2022
     SHV335,753$36,966 06/30/2022
Mercer Global Advisors Inc. ADV310,538$34,190 06/30/2022
     SHV310,538$34,190 06/30/2022
Divergent Wealth Advisors LLC309,590$34,086 06/30/2022
     SHV309,590$34,086 06/30/2022
Comerica Securities Inc.300,658$33,102 06/30/2022
     SHV300,658$33,102 06/30/2022
MML Investors Services LLC284,186$31,289 06/30/2022
     SHV284,186$31,289 06/30/2022
Spire Wealth Management262,646$28,917 06/30/2022
     SHV262,646$28,917 06/30/2022
Creative Planning250,113$27,537 06/30/2022
     SHV250,113$27,537 06/30/2022
Raub Brock Capital Management LP249,515$27,472 06/30/2022
     SHV249,515$27,472 06/30/2022
Banco Santander S.A.243,211$26,777 06/30/2022
     SHV243,211$26,777 06/30/2022
Smithfield Trust Co.227,602$25,068 06/30/2022
     SHV227,602$25,068 06/30/2022
Cambria Investment Management L.P.227,360$25,032 06/30/2022
     SHV227,360$25,032 06/30/2022
HRT Financial LP224,561$24,724 06/30/2022
     SHV224,561$24,724 06/30/2022
Family Management Corp224,219$24,687 06/30/2022
     SHV224,219$24,687 06/30/2022
Affinia Financial Group LLC221,857$24,409 06/30/2022
     SHV221,857$24,409 06/30/2022
Advisory Services Network LLC215,219$23,695 06/30/2022
     SHV215,219$23,695 06/30/2022
BNP Paribas Arbitrage SA209,495$23,065 06/30/2022
     SHV209,495$23,065 06/30/2022
Mariner LLC250,782$22,861 06/30/2022
     SHV250,782$22,861 06/30/2022
Connable Office Inc.202,447$22,289 06/30/2022
     SHV202,447$22,289 06/30/2022
Spartan Planning & Wealth Management199,298$21,943 06/30/2022
     SHV199,298$21,943 06/30/2022
Lake Hills Wealth Management LLC198,751$21,882 06/30/2022
     SHV198,751$21,882 06/30/2022
Personal CFO Solutions LLC198,367$21,840 06/30/2022
     SHV198,367$21,840 06/30/2022
Northwest Quadrant Wealth Management LLC196,063$21,573 06/30/2022
     SHV196,063$21,573 06/30/2022
Oppenheimer & Co. Inc.193,226$21,274 06/30/2022
     SHV193,226$21,274 06/30/2022
FIL Ltd182,284$20,069 06/30/2022
     SHV182,284$20,069 06/30/2022
Renaissance Technologies LLC180,700$19,895 06/30/2022
     SHV180,700$19,895 06/30/2022
Astor Investment Management LLC176,899$19,477 06/30/2022
     SHV176,899$19,477 06/30/2022
River & Mercantile LLC175,749$19,350 06/30/2022
     SHV175,749$19,350 06/30/2022
Millennium Management LLC173,283$19,078 06/30/2022
     SHV173,283$19,078 06/30/2022
Affinity Wealth Management LLC172,567$18,986 06/30/2022
     SHV172,567$18,986 06/30/2022
Commonwealth Equity Services LLC172,379$18,978 06/30/2022
     SHV172,379$18,978 06/30/2022
Quattro Financial Advisors LLC171,353$18,866 06/30/2022
     SHV171,353$18,866 06/30/2022
CoreCap Advisors LLC161,223$17,751 06/30/2022
     SHV161,223$17,751 06/30/2022
Strategic Equity Management160,591$17,681 06/30/2022
     SHV160,591$17,681 06/30/2022
1,210$17,473 06/30/2022
     SHV1,210$17,473 06/30/2022
Miracle Mile Advisors LLC156,810$17,265 06/30/2022
     SHV156,810$17,265 06/30/2022
Brookstone Capital Management153,520$16,890 06/30/2022
     SHV153,520$16,890 06/30/2022
Beaumont Capital Management LLC146,389$16,117 06/30/2022
     SHV146,389$16,117 06/30/2022
Advisors Preferred LLC146,000$16,075 06/30/2022
     SHV146,000$16,075 06/30/2022
Barings LLC145,599$16,030 06/30/2022
     SHV145,599$16,030 06/30/2022
Titan Capital Management LLC CA139,727$15,384 06/30/2022
     SHV139,727$15,384 06/30/2022
Northstar Advisory Group LLC138,618$15,262 06/30/2022
     SHV138,618$15,262 06/30/2022
Bank of Montreal Can132,483$14,582 06/30/2022
     SHV132,483$14,582 06/30/2022
Citadel Advisors LLC126,662$13,945 06/30/2022
     SHV126,662$13,945 06/30/2022
Jackson Wealth Management LLC126,021$13,875 06/30/2022
     SHV126,021$13,875 06/30/2022
IronBridge Private Wealth LLC126,018$13,874 06/30/2022
     SHV126,018$13,874 06/30/2022
Kestra Advisory Services LLC123,502$13,598 06/30/2022
     SHV123,502$13,598 06/30/2022
Hsbc Holdings PLC123,111$13,554 06/30/2022
     SHV123,111$13,554 06/30/2022
Private Advisor Group LLC122,036$13,436 06/30/2022
     SHV122,036$13,436 06/30/2022
Lowery Thomas LLC117,977$12,989 06/30/2022
     SHV117,977$12,989 06/30/2022
Chicago Wealth Management Inc.117,421$12,928 06/30/2022
     SHV117,421$12,928 06/30/2022
Park Avenue Securities LLC110,903$12,210 06/30/2022
     SHV110,903$12,210 06/30/2022
Clear Perspectives Financial Planning LLC107,885$11,878 06/30/2022
     SHV107,885$11,878 06/30/2022
Atticus Wealth Management LLC107,611$11,848 06/30/2022
     SHV107,611$11,848 06/30/2022
Axxcess Wealth Management LLC105,667$11,634 06/30/2022
     SHV105,667$11,634 06/30/2022
Winch Advisory Services LLC105,584$11,625 06/30/2022
     SHV105,584$11,625 06/30/2022
Hilltop Holdings Inc.104,771$11,535 06/30/2022
     SHV104,771$11,535 06/30/2022
Voya Financial Advisors Inc.104,201$11,469 06/30/2022
     SHV104,201$11,469 06/30/2022
Cetera Investment Advisers103,731$11,421 06/30/2022
     SHV103,731$11,421 06/30/2022
Mmbg Investment Advisors CO.102,854$11,324 06/30/2022
     SHV102,854$11,324 06/30/2022
Arkfeld Wealth Strategies L.L.C.102,891$11,320 06/30/2022
     SHV102,891$11,320 06/30/2022
Allianz Asset Management GmbH102,370$11,271 06/30/2022
     SHV102,370$11,271 06/30/2022
Gamble Jones Investment Counsel100,665$11,083 06/30/2022
     SHV100,665$11,083 06/30/2022
Csenge Advisory Group95,796$10,538 09/30/2022
     SHV95,796$10,538 09/30/2022
Fulcrum Equity Management91,330$10,055 06/30/2022
     SHV91,330$10,055 06/30/2022
J.W. Cole Advisors Inc.90,962$10,015 06/30/2022
     SHV90,962$10,015 06/30/2022
Allred Capital Management LLC86,112$9,480 06/30/2022
     SHV86,112$9,480 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC85,629$9,428 06/30/2022
     SHV85,629$9,428 06/30/2022
Trustmark National Bank Trust Department82,177$9,048 06/30/2022
     SHV82,177$9,048 06/30/2022
MinichMacGregor Wealth Management LLC82,025$9,022 09/30/2022
     SHV82,025$9,022 09/30/2022
Kwmg LLC79,778$8,784 06/30/2022
     SHV79,778$8,784 06/30/2022
Jane Street Group LLC75,362$8,297 06/30/2022
     SHV75,362$8,297 06/30/2022
Semmax Financial Advisors Inc.74,533$8,199 06/30/2022
     SHV74,533$8,199 06/30/2022
Latitude Advisors LLC70,980$7,815 06/30/2022
     SHV70,980$7,815 06/30/2022
Janney Montgomery Scott LLC67,840$7,466 06/30/2022
     SHV67,840$7,466 06/30/2022
Scotia Capital Inc.67,737$7,458 06/30/2022
     SHV67,737$7,458 06/30/2022
KFA Private Wealth Group LLC66,995$7,376 06/30/2022
     SHV66,995$7,376 06/30/2022
Flynn Zito Capital Management LLC66,995$7,376 06/30/2022
     SHV66,995$7,376 06/30/2022
IPG Investment Advisors LLC65,532$7,215 06/30/2022
     SHV65,532$7,215 06/30/2022
Sawtooth Solutions LLC64,122$7,060 06/30/2022
     SHV64,122$7,060 06/30/2022
IFP Advisors Inc63,355$6,988 06/30/2022
     SHV63,355$6,988 06/30/2022
White Lighthouse Investment Management Inc.63,187$6,957 06/30/2022
     SHV63,187$6,957 06/30/2022
Atria Wealth Solutions Inc.62,423$6,873 06/30/2022
     SHV62,423$6,873 06/30/2022
Rockefeller Capital Management L.P.61,991$6,824 06/30/2022
     SHV61,991$6,824 06/30/2022
Strategic Wealth Partners Ltd.61,365$6,756 06/30/2022
     SHV61,365$6,756 06/30/2022
US Bancorp DE60,415$6,651 06/30/2022
     SHV60,415$6,651 06/30/2022
Capital Analysts LLC60,380$6,648 06/30/2022
     SHV60,380$6,648 06/30/2022
Empirical Finance LLC59,017$6,498 06/30/2022
     SHV59,017$6,498 06/30/2022
Allspring Global Investments Holdings LLC58,400$6,429 06/30/2022
     SHV58,400$6,429 06/30/2022
McAdam LLC58,114$6,398 06/30/2022
     SHV58,114$6,398 06/30/2022
Prudential Financial Inc.56,818$6,254 06/30/2022
     SHV56,818$6,254 06/30/2022
Prudential PLC53,900$5,934 06/30/2022
     SHV53,900$5,934 06/30/2022
GWM Advisors LLC53,531$5,894 06/30/2022
     SHV53,531$5,894 06/30/2022
Archford Capital Strategies LLC52,825$5,816 06/30/2022
     SHV52,825$5,816 06/30/2022
Continuum Advisory LLC52,334$5,762 06/30/2022
     SHV52,334$5,762 06/30/2022
Eqis Capital Management Inc.52,168$5,744 06/30/2022
     SHV52,168$5,744 06/30/2022
Lowe Brockenbrough & Co. Inc.51,677$5,690 06/30/2022
     SHV51,677$5,690 06/30/2022
Copperwynd Financial LLC48,431$5,332 06/30/2022
     SHV48,431$5,332 06/30/2022
Danda Trouve Investment Management Inc.48,038$5,289 06/30/2022
     SHV48,038$5,289 06/30/2022
Arete Wealth Advisors LLC47,928$5,277 06/30/2022
     SHV47,928$5,277 06/30/2022
Siena Capital LLC46,623$5,133 06/30/2022
     SHV46,623$5,133 06/30/2022
Sovereign Investment Advisors LLC45,367$4,995 06/30/2022
     SHV45,367$4,995 06/30/2022
Keebeck Wealth Management LLC44,899$4,943 06/30/2022
     SHV44,899$4,943 06/30/2022
Beaumont Financial Partners LLC44,282$4,875 06/30/2022
     SHV44,282$4,875 06/30/2022
Banque Pictet & Cie SA44,282$4,875 06/30/2022
     SHV44,282$4,875 06/30/2022
Values First Advisors Inc.42,465$4,676 06/30/2022
     SHV42,465$4,676 06/30/2022
Proficio Capital Partners LLC42,143$4,640 06/30/2022
     SHV42,143$4,640 06/30/2022
Steward Partners Investment Advisory LLC41,468$4,566 06/30/2022
     SHV41,468$4,566 06/30/2022
Mutual Advisors LLC41,133$4,529 06/30/2022
     SHV41,133$4,529 06/30/2022
DB Wealth Management Group LLC40,560$4,466 06/30/2022
     SHV40,560$4,466 06/30/2022
CapWealth Advisors LLC40,315$4,439 06/30/2022
     SHV40,315$4,439 06/30/2022
Cetera Advisor Networks LLC40,219$4,428 06/30/2022
     SHV40,219$4,428 06/30/2022
Advisor Resource Council38,831$4,276 06/30/2022
     SHV38,831$4,276 06/30/2022
James Investment Research Inc.38,670$4,257 06/30/2022
     SHV38,670$4,257 06/30/2022
Laidlaw Wealth Management LLC38,472$4,236 06/30/2022
     SHV38,472$4,236 06/30/2022
Integrated Advisors Network LLC36,895$4,062 06/30/2022
     SHV36,895$4,062 06/30/2022
Mayport LLC36,603$4,030 06/30/2022
     SHV36,603$4,030 06/30/2022
Gould Capital LLC35,329$3,890 06/30/2022
     SHV35,329$3,890 06/30/2022
National Bank of Canada FI35,118$3,866 06/30/2022
     SHV35,118$3,866 06/30/2022
Northwestern Mutual Wealth Management Co.34,824$3,834 06/30/2022
     SHV34,824$3,834 06/30/2022
Weaver Consulting Group34,719$3,819 09/30/2022
     SHV34,719$3,819 09/30/2022
OLD Mission Capital LLC34,625$3,812 06/30/2022
     SHV34,625$3,812 06/30/2022
Carlton Hofferkamp & Jenks Wealth Management LLC34,333$3,777 06/30/2022
     SHV34,333$3,777 06/30/2022
Mastrapasqua Asset Management Inc.34,075$3,752 06/30/2022
     SHV34,075$3,752 06/30/2022
Shepherd Kaplan Krochuk LLC32,613$3,591 06/30/2022
     SHV32,613$3,591 06/30/2022
Cardinal Point Wealth Management Partners LLC31,775$3,498 06/30/2022
     SHV31,775$3,498 06/30/2022
Susquehanna International Group LLP30,817$3,393 06/30/2022
     SHV30,817$3,393 06/30/2022
GFS Advisors LLC29,082$3,202 06/30/2022
     SHV29,082$3,202 06/30/2022
Delta Investment Management LLC29,035$3,197 06/30/2022
     SHV29,035$3,197 06/30/2022
Frontier Wealth Management LLC28,862$3,178 06/30/2022
     SHV28,862$3,178 06/30/2022
Synovus Financial Corp28,705$3,160 06/30/2022
     SHV28,705$3,160 06/30/2022
Jefferies Group LLC28,379$3,125 06/30/2022
     SHV28,379$3,125 06/30/2022
One Day In July LLC28,320$3,118 06/30/2022
     SHV28,320$3,118 06/30/2022
Beacon Pointe Advisors LLC27,979$3,080 06/30/2022
     SHV27,979$3,080 06/30/2022
Corbett Road Capital Management LLC27,596$3,039 06/30/2022
     SHV27,596$3,039 06/30/2022
Patton Fund Management Inc.27,461$3,023 06/30/2022
     SHV27,461$3,023 06/30/2022
Citigroup Inc.27,390$3,016 06/30/2022
     SHV27,390$3,016 06/30/2022
Beacon Financial Group27,356$3,011 06/30/2022
     SHV27,356$3,011 06/30/2022
CWM LLC26,717$2,942 06/30/2022
     SHV26,717$2,942 06/30/2022
Kovitz Investment Group Partners LLC26,632$2,932 06/30/2022
     SHV26,632$2,932 06/30/2022
Emerald Advisors LLC26,594$2,928 06/30/2022
     SHV26,594$2,928 06/30/2022
Apollon Wealth Management LLC26,499$2,918 06/30/2022
     SHV26,499$2,918 06/30/2022
Greenspring Advisors LLC25,540$2,814 06/30/2022
     SHV25,540$2,814 06/30/2022
Capital Asset Advisory Services LLC25,285$2,784 06/30/2022
     SHV25,285$2,784 06/30/2022
Alpha Cubed Investments LLC25,021$2,755 06/30/2022
     SHV25,021$2,755 06/30/2022
DAVENPORT & Co LLC24,931$2,745 06/30/2022
     SHV24,931$2,745 06/30/2022
We Are One Seven LLC24,590$2,707 06/30/2022
     SHV24,590$2,707 06/30/2022
Strategic Blueprint LLC24,223$2,667 06/30/2022
     SHV24,223$2,667 06/30/2022
New York Life Investment Management LLC24,016$2,645 06/30/2022
     SHV24,016$2,645 06/30/2022
WBI Investments24,251$2,637 06/30/2022
     SHV24,251$2,637 06/30/2022
Crescent Grove Advisors LLC23,640$2,603 06/30/2022
     SHV23,640$2,603 06/30/2022
Stratos Wealth Partners LTD.23,281$2,563 06/30/2022
     SHV23,281$2,563 06/30/2022
Anchor Capital Advisors LLC23,145$2,548 06/30/2022
     SHV23,145$2,548 06/30/2022
Proequities Inc.22,630$2,492 06/30/2022
     SHV22,630$2,492 06/30/2022
United Capital Financial Advisers LLC21,577$2,376 06/30/2022
     SHV21,577$2,376 06/30/2022
Institute for Wealth Management LLC.21,363$2,352 06/30/2022
     SHV21,363$2,352 06/30/2022
Cadinha & Co. LLC20,878$2,299 06/30/2022
     SHV20,878$2,299 06/30/2022
RMR Wealth Builders20,341$2,240 06/30/2022
     SHV20,341$2,240 06/30/2022
Sandy Cove Advisors LLC19,265$2,121 06/30/2022
     SHV19,265$2,121 06/30/2022
Abacus Planning Group Inc.19,136$2,107 06/30/2022
     SHV19,136$2,107 06/30/2022
Belpointe Asset Management LLC19,084$2,101 06/30/2022
     SHV19,084$2,101 06/30/2022
Sanctuary Wealth Management L.L.C.18,762$2,066 06/30/2022
     SHV18,762$2,066 06/30/2022
Wedbush Securities Inc.18,595$2,047 06/30/2022
     SHV18,595$2,047 06/30/2022
Bluestein R H & Co.18,017$1,984 06/30/2022
     SHV18,017$1,984 06/30/2022
Oak Family Advisors LLC17,854$1,966 06/30/2022
     SHV17,854$1,966 06/30/2022
Wetherby Asset Management Inc.17,394$1,915 06/30/2022
     SHV17,394$1,915 06/30/2022
Aspiriant LLC17,216$1,896 06/30/2022
     SHV17,216$1,896 06/30/2022
SRS Capital Advisors Inc.17,040$1,876 06/30/2022
     SHV17,040$1,876 06/30/2022
Inspire Advisors LLC17,029$1,875 06/30/2022
     SHV17,029$1,875 06/30/2022
Madison Asset Management LLC16,916$1,862 06/30/2022
     SHV16,916$1,862 06/30/2022
Centennial Wealth Advisory LLC16,684$1,837 06/30/2022
     SHV16,684$1,837 06/30/2022
OmniStar Financial Group Inc.16,238$1,787 06/30/2022
     SHV16,238$1,787 06/30/2022
First Horizon Advisors Inc.16,182$1,781 06/30/2022
     SHV16,182$1,781 06/30/2022
Bank of New York Mellon Corp16,113$1,774 06/30/2022
     SHV16,113$1,774 06/30/2022
Carmel Capital Partners LLC15,871$1,747 06/30/2022
     SHV15,871$1,747 06/30/2022
Cetera Advisors LLC15,830$1,743 06/30/2022
     SHV15,830$1,743 06/30/2022
Gould Asset Management LLC CA15,690$1,727 06/30/2022
     SHV15,690$1,727 06/30/2022
Veracity Capital LLC15,659$1,724 06/30/2022
     SHV15,659$1,724 06/30/2022
Jacobi Capital Management LLC15,547$1,711 06/30/2022
     SHV15,547$1,711 06/30/2022
Pathway Financial Advisors LLC15,474$1,704 06/30/2022
     SHV15,474$1,704 06/30/2022
Hutchens & Kramer Investment Management Group LLC15,386$1,693 06/30/2022
     SHV15,386$1,693 06/30/2022
Avantax Advisory Services Inc.14,983$1,650 06/30/2022
     SHV14,983$1,650 06/30/2022
Private Advisory Group LLC14,921$1,643 06/30/2022
     SHV14,921$1,643 06/30/2022
Precision Wealth Strategies LLC14,501$1,595 06/30/2022
     SHV14,501$1,595 06/30/2022
TRU Independence Asset Management 2 LLC14,470$1,593 06/30/2022
     SHV14,470$1,593 06/30/2022
SG Americas Securities LLC14,447$1,591 06/30/2022
     SHV14,447$1,591 06/30/2022
Forte Asset Management LLC14,450$1,591 06/30/2022
     SHV14,450$1,591 06/30/2022
Cerity Partners LLC13,991$1,540 06/30/2022
     SHV13,991$1,540 06/30/2022
GeoWealth Management LLC13,838$1,524 06/30/2022
     SHV13,838$1,524 06/30/2022
Probity Advisors Inc.13,758$1,515 06/30/2022
     SHV13,758$1,515 06/30/2022
Cliftonlarsonallen Wealth Advisors LLC13,597$1,497 06/30/2022
     SHV13,597$1,497 06/30/2022
BTS Asset Management Inc.13,159$1,449 06/30/2022
     SHV13,159$1,449 06/30/2022
Orion Portfolio Solutions LLC13,028$1,434 06/30/2022
     SHV13,028$1,434 06/30/2022
Palladiem LLC12,990$1,430 06/30/2022
     SHV12,990$1,430 06/30/2022
Apella Capital LLC12,944$1,425 06/30/2022
     SHV12,944$1,425 06/30/2022
Wealthsource Partners LLC12,862$1,416 06/30/2022
     SHV12,862$1,416 06/30/2022
Claraphi Advisory Network LLC12,865$1,416 06/30/2022
     SHV12,865$1,416 06/30/2022
Covenant Partners LLC12,368$1,362 06/30/2022
     SHV12,368$1,362 06/30/2022
Courage Miller Partners LLC12,370$1,362 06/30/2022
     SHV12,370$1,362 06/30/2022
Oak Asset Management LLC12,370$1,362 06/30/2022
     SHV12,370$1,362 06/30/2022
National Asset Management Inc.12,245$1,349 06/30/2022
     SHV12,245$1,349 06/30/2022
Vestcor Inc12,200$1,343 06/30/2022
     SHV12,200$1,343 06/30/2022
Two Sigma Securities LLC12,104$1,333 06/30/2022
     SHV12,104$1,333 06/30/2022
Lake Street Advisors Group LLC11,863$1,306 06/30/2022
     SHV11,863$1,306 06/30/2022
Keybank National Association OH11,809$1,300 06/30/2022
     SHV11,809$1,300 06/30/2022
Financial Advocates Investment Management11,575$1,275 06/30/2022
     SHV11,575$1,275 06/30/2022
Parallel Advisors LLC11,340$1,249 06/30/2022
     SHV11,340$1,249 06/30/2022
Resurgent Financial Advisors LLC11,137$1,226 06/30/2022
     SHV11,137$1,226 06/30/2022
Resources Investment Advisors LLC.11,104$1,223 06/30/2022
     SHV11,104$1,223 06/30/2022
Maryland Capital Management10,994$1,210 06/30/2022
     SHV10,994$1,210 06/30/2022
Fortitude Advisory Group L.L.C.10,977$1,209 06/30/2022
     SHV10,977$1,209 06/30/2022
Alesco Advisors LLC10,900$1,200 06/30/2022
     SHV10,900$1,200 06/30/2022
Allworth Financial LP10,824$1,192 06/30/2022
     SHV10,824$1,192 06/30/2022
Actinver Wealth Management Inc.10,733$1,182 06/30/2022
     SHV10,733$1,182 06/30/2022
Aveo Capital Partners LLC10,690$1,177 06/30/2022
     SHV10,690$1,177 06/30/2022
WealthBridge Capital Management LLC10,500$1,156 06/30/2022
     SHV10,500$1,156 06/30/2022
Comerica Bank10,350$1,138 06/30/2022
     SHV10,350$1,138 06/30/2022
Almanack Investment Partners LLC.10,144$1,117 06/30/2022
     SHV10,144$1,117 06/30/2022
Sicart Associates LLC10,050$1,107 06/30/2022
     SHV10,050$1,107 06/30/2022
Stephens Inc. AR9,933$1,094 06/30/2022
     SHV9,933$1,094 06/30/2022
First National Bank of South Miami9,816$1,081 06/30/2022
     SHV9,816$1,081 06/30/2022
Gofen & Glossberg LLC IL9,773$1,076 06/30/2022
     SHV9,773$1,076 06/30/2022
Resolute Financial LLC9,553$1,052 06/30/2022
     SHV9,553$1,052 06/30/2022
Crabel Capital Management LLC9,387$1,034 06/30/2022
     SHV9,387$1,034 06/30/2022
U.S. Capital Wealth Advisors LLC9,311$1,025 06/30/2022
     SHV9,311$1,025 06/30/2022
PAX Financial Group LLC9,197$1,013 06/30/2022
     SHV9,197$1,013 06/30/2022
Main Street Financial Solutions LLC9,128$1,005 06/30/2022
     SHV9,128$1,005 06/30/2022
Baird Financial Group Inc.9,030$994 06/30/2022
     SHV9,030$994 06/30/2022
Cairn Investment Group Inc.9,030$994 06/30/2022
     SHV9,030$994 06/30/2022
PICTET BANK & TRUST Ltd8,981$989 06/30/2022
     SHV8,981$989 06/30/2022
Sigma Planning Corp8,826$972 06/30/2022
     SHV8,826$972 06/30/2022
CWM Advisors LLC8,727$961 06/30/2022
     SHV8,727$961 06/30/2022
Pacifica Partners Inc.8,527$954 06/30/2022
     SHV8,527$954 06/30/2022
MJP Associates Inc. ADV8,496$935 06/30/2022
     SHV8,496$935 06/30/2022
First Heartland Consultants Inc.8,500$935 06/30/2022
     SHV8,500$935 06/30/2022
J. W. Coons Advisors LLC8,405$926 06/30/2022
     SHV8,405$926 06/30/2022
Annandale Capital LLC8,201$903 06/30/2022
     SHV8,201$903 06/30/2022
Advisory Alpha LLC8,101$892 06/30/2022
     SHV8,101$892 06/30/2022
tru Independence LLC8,033$884 06/30/2022
     SHV8,033$884 06/30/2022
Fernwood Investment Management LLC7,999$881 06/30/2022
     SHV7,999$881 06/30/2022
Johnson Bixby & Associates LLC7,911$871 06/30/2022
     SHV7,911$871 06/30/2022
Jaffetilchin Investment Partners LLC7,902$870 06/30/2022
     SHV7,902$870 06/30/2022
Cary Street Partners Investment Advisory LLC7,647$842 06/30/2022
     SHV7,647$842 06/30/2022
The PNC Financial Services Group Inc.7,549$832 06/30/2022
     SHV7,549$832 06/30/2022
Clarity Financial LLC7,344$809 06/30/2022
     SHV7,344$809 06/30/2022
Maripau Wealth Management LLC7,351$808 06/30/2022
     SHV7,351$808 06/30/2022
Equitable Holdings Inc.7,119$784 06/30/2022
     SHV7,119$784 06/30/2022
Ronald Blue Trust Inc.7,103$783 06/30/2022
     SHV7,103$783 06/30/2022
Wealth Management Solutions LLC7,095$781 06/30/2022
     SHV7,095$781 06/30/2022
Horst & Graben Wealth Management LLC7,082$780 06/30/2022
     SHV7,082$780 06/30/2022
Ascent Group LLC7,040$775 06/30/2022
     SHV7,040$775 06/30/2022
ERTS Wealth Advisors LLC6,901$760 06/30/2022
     SHV6,901$760 06/30/2022
Midwest Professional Planners LTD.6,884$758 06/30/2022
     SHV6,884$758 06/30/2022
Sound Income Strategies LLC6,881$758 06/30/2022
     SHV6,881$758 06/30/2022
Capital Financial Planning LLC6,852$754 06/30/2022
     SHV6,852$754 06/30/2022
Colonial River Wealth Management LLC6,744$743 06/30/2022
     SHV6,744$743 06/30/2022
Grand Central Investment Group6,597$726 06/30/2022
     SHV6,597$726 06/30/2022
Lazard Asset Management LLC6,460$711 06/30/2022
     SHV6,460$711 06/30/2022
Eagle Rock Investment Company LLC6,320$696 06/30/2022
     SHV6,320$696 06/30/2022
Dixon Hubard Feinour & Brown Inc. VA6,302$694 06/30/2022
     SHV6,302$694 06/30/2022
Pinnacle Financial Partners Inc.6,147$677 06/30/2022
     SHV6,147$677 06/30/2022
Woodmont Investment Counsel LLC6,148$677 06/30/2022
     SHV6,148$677 06/30/2022
Fortem Financial Group LLC6,153$677 06/30/2022
     SHV6,153$677 06/30/2022
Destination Wealth Management6,135$675 06/30/2022
     SHV6,135$675 06/30/2022
Moors & Cabot Inc.6,131$675 06/30/2022
     SHV6,131$675 06/30/2022
Vise Technologies Inc.6,099$672 06/30/2022
     SHV6,099$672 06/30/2022
Pathstone Family Office LLC6,080$669 06/30/2022
     SHV6,080$669 06/30/2022
Harbour Investments Inc.6,026$663 06/30/2022
     SHV6,026$663 06/30/2022
Argent Trust Co5,997$660 06/30/2022
     SHV5,997$660 06/30/2022
Adams Wealth Management5,975$658 06/30/2022
     SHV5,975$658 06/30/2022
Elevated Capital Advisors LLC5,841$643 09/30/2022
     SHV5,841$643 09/30/2022
Geneos Wealth Management Inc.5,727$630 06/30/2022
     SHV5,727$630 06/30/2022
Wade G W & Inc.5,715$629 06/30/2022
     SHV5,715$629 06/30/2022
B. Riley Wealth Management Inc.5,682$626 06/30/2022
     SHV5,682$626 06/30/2022
Wsfs Capital Management LLC5,669$624 06/30/2022
     SHV5,669$624 06/30/2022
John W. Brooker & Co. CPAs5,665$624 06/30/2022
     SHV5,665$624 06/30/2022
Cedar Brook Financial Partners LLC5,637$621 06/30/2022
     SHV5,637$621 06/30/2022
Menard Financial Group LLC5,605$617 06/30/2022
     SHV5,605$617 06/30/2022
Monolith Advisors5,600$617 06/30/2022
     SHV5,600$617 06/30/2022
Absolute Capital Management LLC5,535$609 06/30/2022
     SHV5,535$609 06/30/2022
Coldstream Capital Management Inc.5,402$595 06/30/2022
     SHV5,402$595 06/30/2022
Charter Oak Capital Management LLC5,387$593 06/30/2022
     SHV5,387$593 06/30/2022
Buckingham Strategic Wealth LLC5,348$589 06/30/2022
     SHV5,348$589 06/30/2022
Oakwell Private Wealth Management LLC5,296$583 06/30/2022
     SHV5,296$583 06/30/2022
West Branch Capital LLC5,257$579 06/30/2022
     SHV5,257$579 06/30/2022
Guardian Wealth Advisors LLC5,250$578 06/30/2022
     SHV5,250$578 06/30/2022
Stockman Wealth Management Inc.5,200$573 06/30/2022
     SHV5,200$573 06/30/2022
Sensible Financial Planning & Management LLC.5,058$557 06/30/2022
     SHV5,058$557 06/30/2022
Mader & Shannon Wealth Management Inc.5,033$554 06/30/2022
     SHV5,033$554 06/30/2022
Investment Advisory Group LLC5,016$552 06/30/2022
     SHV5,016$552 06/30/2022
Pecaut & CO.4,993$550 06/30/2022
     SHV4,993$550 06/30/2022
Prime Capital Investment Advisors LLC4,913$541 06/30/2022
     SHV4,913$541 06/30/2022
Sinecera Capital LLC4,865$536 06/30/2022
     SHV4,865$536 06/30/2022
Schrum Private Wealth Management LLC4,849$534 06/30/2022
     SHV4,849$534 06/30/2022
Edmond DE Rothschild Holding S.A.4,731$521 06/30/2022
     SHV4,731$521 06/30/2022
Hemington Wealth Management4,735$521 06/30/2022
     SHV4,735$521 06/30/2022
Teamwork Financial Advisors LLC4,715$519 06/30/2022
     SHV4,715$519 06/30/2022
Fifth Third Securities Inc.4,702$518 06/30/2022
     SHV4,702$518 06/30/2022
Mascoma Wealth Management LLC4,700$517 06/30/2022
     SHV4,700$517 06/30/2022
Wealthcare Capital Management LLC4,646$512 06/30/2022
     SHV4,646$512 06/30/2022
McElhenny Sheffield Capital Management LLC4,646$512 06/30/2022
     SHV4,646$512 06/30/2022
Keel Point LLC4,537$499 09/30/2022
     SHV4,537$499 09/30/2022
GM Advisory Group Inc.4,535$499 06/30/2022
     SHV4,535$499 06/30/2022
Independent Advisor Alliance4,528$499 06/30/2022
     SHV4,528$499 06/30/2022
Trexquant Investment LP4,519$498 06/30/2022
     SHV4,519$498 06/30/2022
Captrust Financial Advisors4,510$497 06/30/2022
     SHV4,510$497 06/30/2022
Emerson Wealth Management LLC47,643$495 06/30/2022
     SHV47,643$495 06/30/2022
Sierra Capital LLC4,500$495 06/30/2022
     SHV4,500$495 06/30/2022
Tocqueville Asset Management L.P.4,350$479 06/30/2022
     SHV4,350$479 06/30/2022
Blair William & Co. IL4,283$472 06/30/2022
     SHV4,283$472 06/30/2022
Vontobel Holding Ltd.4,199$462 06/30/2022
     SHV4,199$462 06/30/2022
Sei Investments Co.4,094$451 06/30/2022
     SHV4,094$451 06/30/2022
Fortis Advisors LLC3,910$431 06/30/2022
     SHV3,910$431 06/30/2022
Strategy Asset Managers LLC3,908$430 06/30/2022
     SHV3,908$430 06/30/2022
Spectrum Management Group LLC3,903$430 06/30/2022
     SHV3,903$430 06/30/2022
Alliancebernstein L.P.3,884$428 06/30/2022
     SHV3,884$428 06/30/2022
Visionary Wealth Advisors3,755$413 06/30/2022
     SHV3,755$413 06/30/2022
Hexagon Capital Partners LLC3,747$413 06/30/2022
     SHV3,747$413 06/30/2022
Financial Management Professionals Inc.3,721$410 06/30/2022
     SHV3,721$410 06/30/2022
Connectus Wealth LLC3,718$409 06/30/2022
     SHV3,718$409 06/30/2022
Mattern Capital Management LLC3,701$407 06/30/2022
     SHV3,701$407 06/30/2022
Hudson Portfolio Management LLC3,680$405 06/30/2022
     SHV3,680$405 06/30/2022
Lockerman Financial Group Inc.3,638$401 06/30/2022
     SHV3,638$401 06/30/2022
Fermata Advisors LLC3,622$399 06/30/2022
     SHV3,622$399 06/30/2022
AMG National Trust Bank3,562$392 06/30/2022
     SHV3,562$392 06/30/2022
Wealth Alliance3,564$392 06/30/2022
     SHV3,564$392 06/30/2022
Sterling Investment Counsel LLC3,515$386 06/30/2022
     SHV3,515$386 06/30/2022
Cito Capital Group LLC3,500$385 06/30/2022
     SHV3,500$385 06/30/2022
Western Wealth Management LLC3,452$380 06/30/2022
     SHV3,452$380 06/30/2022
M Holdings Securities Inc.3,298$363 06/30/2022
     SHV3,298$363 06/30/2022
Vicus Capital3,285$362 06/30/2022
     SHV3,285$362 06/30/2022
Laurel Wealth Advisors Inc.3,283$361 06/30/2022
     SHV3,283$361 06/30/2022
Kingsview Wealth Management LLC3,282$361 06/30/2022
     SHV3,282$361 06/30/2022
LTG Capital LLC3,258$358 06/30/2022
     SHV3,258$358 06/30/2022
Advisory Research Inc.3,190$352 06/30/2022
     SHV3,190$352 06/30/2022
First Hawaiian Bank3,153$347 09/30/2022
     SHV3,153$347 09/30/2022
Pacific Financial Group Inc.3,134$345 06/30/2022
     SHV3,134$345 06/30/2022
Taddei Ludwig & Associates Inc.3,098$341 06/30/2022
     SHV3,098$341 06/30/2022
Castle Rock Wealth Management LLC3,089$340 06/30/2022
     SHV3,089$340 06/30/2022
Steel Peak Wealth Management LLC3,062$337 06/30/2022
     SHV3,062$337 06/30/2022
DHK Financial Advisors Inc.3,063$337 06/30/2022
     SHV3,063$337 06/30/2022
Oliver Luxxe Assets LLC3,025$333 06/30/2022
     SHV3,025$333 06/30/2022
CIBC World Markets Inc.3,000$330 06/30/2022
     SHV3,000$330 06/30/2022
Fieldpoint Private Securities LLC2,975$328 06/30/2022
     SHV2,975$328 06/30/2022
KerberRose Wealth Management LLC2,948$325 06/30/2022
     SHV2,948$325 06/30/2022
Capital Investment Advisory Services LLC2,934$323 06/30/2022
     SHV2,934$323 06/30/2022
Columbus Macro LLC2,866$316 06/30/2022
     SHV2,866$316 06/30/2022
1832 Asset Management L.P.2,844$313 06/30/2022
     SHV2,844$313 06/30/2022
Itau Unibanco Holding S.A.2,836$312 06/30/2022
     SHV2,836$312 06/30/2022
Cidel Asset Management Inc.2,835$312 06/30/2022
     SHV2,835$312 06/30/2022
RSM US Wealth Management LLC2,807$309 06/30/2022
     SHV2,807$309 06/30/2022
Concorde Asset Management LLC2,796$308 06/30/2022
     SHV2,796$308 06/30/2022
Wick Capital Partners LLC2,797$308 06/30/2022
     SHV2,797$308 06/30/2022
Triad Financial Advisors Inc.2,793$308 06/30/2022
     SHV2,793$308 06/30/2022
Spearhead Capital Advisors LLC2,726$300 06/30/2022
     SHV2,726$300 06/30/2022
Quadrant Private Wealth Management LLC2,725$300 06/30/2022
     SHV2,725$300 06/30/2022
Tower Research Capital LLC TRC 2,699$297 06/30/2022
     SHV2,699$297 06/30/2022
Baker Tilly Financial LLC2,695$297 06/30/2022
     SHV2,695$297 06/30/2022
Calton & Associates Inc.2,694$296 06/30/2022
     SHV2,694$296 06/30/2022
TBH Global Asset Management LLC2,683$295 06/30/2022
     SHV2,683$295 06/30/2022
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,573$285 06/30/2022
     SHV2,573$285 06/30/2022
Colony Group LLC2,578$284 06/30/2022
     SHV2,578$284 06/30/2022
Sontag Advisory LLC2,583$284 06/30/2022
     SHV2,583$284 06/30/2022
Bellecapital International Ltd.2,573$283 06/30/2022
     SHV2,573$283 06/30/2022
Kestra Private Wealth Services LLC2,540$280 06/30/2022
     SHV2,540$280 06/30/2022
Patriot Investment Management Inc.2,549$280 06/30/2022
     SHV2,549$280 06/30/2022
Acorn Financial Advisory Services Inc. ADV2,525$278 06/30/2022
     SHV2,525$278 06/30/2022
Brinker Capital Investments LLC2,528$278 06/30/2022
     SHV2,528$278 06/30/2022
Signaturefd LLC2,528$278 06/30/2022
     SHV2,528$278 06/30/2022
STA Wealth Management LLC2,529$278 06/30/2022
     SHV2,529$278 06/30/2022
Nwam LLC2,500$275 06/30/2022
     SHV2,500$275 06/30/2022
BFT Financial Group LLC2,444$269 06/30/2022
     SHV2,444$269 06/30/2022
Rede Wealth LLC2,435$268 06/30/2022
     SHV2,435$268 06/30/2022
Madison Wealth Management2,400$264 06/30/2022
     SHV2,400$264 06/30/2022
Cahaba Wealth Management Inc.2,392$263 06/30/2022
     SHV2,392$263 06/30/2022
OneAscent Financial Services LLC2,391$263 06/30/2022
     SHV2,391$263 06/30/2022
Perennial Advisors LLC2,295$253 06/30/2022
     SHV2,295$253 06/30/2022
Baker Ellis Asset Management LLC2,240$247 06/30/2022
     SHV2,240$247 06/30/2022
Snowden Capital Advisors LLC2,199$242 06/30/2022
     SHV2,199$242 06/30/2022
Ameritas Advisory Services LLC2,178$240 06/30/2022
     SHV2,178$240 06/30/2022
Sanders Morris Harris LLC2,132$235 09/30/2022
     SHV2,132$235 09/30/2022
Outlook Wealth Advisors LLC2,125$234 06/30/2022
     SHV2,125$234 06/30/2022
Advisor Partners LLC2,110$232 06/30/2022
     SHV2,110$232 06/30/2022
Verus Financial Partners Inc.2,110$232 06/30/2022
     SHV2,110$232 06/30/2022
Avory & Company LLC2,100$231 06/30/2022
     SHV2,100$231 06/30/2022
Fundamentun LLC2,064$227 06/30/2022
     SHV2,064$227 06/30/2022
King Luther Capital Management Corp2,050$226 06/30/2022
     SHV2,050$226 06/30/2022
Braun Bostich & Associates Inc.1,998$220 06/30/2022
     SHV1,998$220 06/30/2022
Heritage Wealth Management LLC2,000$220 06/30/2022
     SHV2,000$220 06/30/2022
Raymond James Trust CO. of NH1,964$216 06/30/2022
     SHV1,964$216 06/30/2022
Pacific Center for Financial Services1,954$215 06/30/2022
     SHV1,954$215 06/30/2022
Atlantic Union Bankshares Corp1,934$212 06/30/2022
     SHV1,934$212 06/30/2022
American Investment Services Inc.1,923$212 06/30/2022
     SHV1,923$212 06/30/2022
IHT Wealth Management LLC1,843$203 06/30/2022
     SHV1,843$203 06/30/2022
Endowment Wealth Management Inc.1,847$203 06/30/2022
     SHV1,847$203 06/30/2022
Deutsche Bank AG1,837$202 06/30/2022
     SHV1,837$202 06/30/2022
Dorsey & Whitney Trust CO LLC1,818$200 06/30/2022
     SHV1,818$200 06/30/2022
AdvisorNet Financial Inc1,796$198 09/30/2022
     SHV1,796$198 09/30/2022
Aptus Capital Advisors LLC1,792$198 06/30/2022
     SHV1,792$198 06/30/2022
Private Trust Co. NA1,791$197 06/30/2022
     SHV1,791$197 06/30/2022
Front Row Advisors LLC1,628$179 06/30/2022
     SHV1,628$179 06/30/2022
New Millennium Group LLC1,489$164 06/30/2022
     SHV1,489$164 06/30/2022
Raleigh Capital Management Inc.1,460$161 06/30/2022
     SHV1,460$161 06/30/2022
Lakeview Capital Partners LLC1,408$155 06/30/2022
     SHV1,408$155 06/30/2022
North Star Investment Management Corp.1,300$143 06/30/2022
     SHV1,300$143 06/30/2022
Franklin Resources Inc.1,241$137 06/30/2022
     SHV1,241$137 06/30/2022
HM Payson & Co.1,213$134 06/30/2022
     SHV1,213$134 06/30/2022
Fifth Third Bancorp1,162$128 06/30/2022
     SHV1,162$128 06/30/2022
Investors Research Corp1,138$125 06/30/2022
     SHV1,138$125 06/30/2022
Founders Capital Management1,093$120 09/30/2022
     SHV1,093$120 09/30/2022
Win Advisors Inc.1,065$117 06/30/2022
     SHV1,065$117 06/30/2022
Sugarloaf Wealth Management LLC1,048$115 06/30/2022
     SHV1,048$115 06/30/2022
Tompkins Financial Corp1,000$110 06/30/2022
     SHV1,000$110 06/30/2022
Global Retirement Partners LLC974$107 06/30/2022
     SHV974$107 06/30/2022
SeaCrest Wealth Management LLC957$105 06/30/2022
     SHV957$105 06/30/2022
JFS Wealth Advisors LLC882$97 06/30/2022
     SHV882$97 06/30/2022
Cardiff Park Advisors LLC840$92 06/30/2022
     SHV840$92 06/30/2022
Prospera Financial Services Inc825$91 06/30/2022
     SHV825$91 06/30/2022
Guardian Wealth Advisors LLC NC757$83 06/30/2022
     SHV757$83 06/30/2022
Patriot Financial Group Insurance Agency LLC749$82 06/30/2022
     SHV749$82 06/30/2022
Whittier Trust Co.732$81 06/30/2022
     SHV732$81 06/30/2022
Creative Financial Designs Inc. ADV727$80 06/30/2022
     SHV727$80 06/30/2022
Covington Capital Management664$73 06/30/2022
     SHV664$73 06/30/2022
Avion Wealth662$73 06/30/2022
     SHV662$73 06/30/2022
BOK Financial Private Wealth Inc.621$68 06/30/2022
     SHV621$68 06/30/2022
Carmichael Hill & Associates Inc.569$63 06/30/2022
     SHV569$63 06/30/2022
Disciplined Investments LLC565$62 06/30/2022
     SHV565$62 06/30/2022
C M Bidwell & Associates Ltd.526$58 06/30/2022
     SHV526$58 06/30/2022
Tortoise Investment Management LLC500$55 06/30/2022
     SHV500$55 06/30/2022
Private Capital Group LLC470$52 06/30/2022
     SHV470$52 06/30/2022
Hudock Inc.406$44 06/30/2022
     SHV406$44 06/30/2022
Benjamin F. Edwards & Company Inc.365$40 06/30/2022
     SHV365$40 06/30/2022
CENTRAL TRUST Co326$36 06/30/2022
     SHV326$36 06/30/2022
Tectonic Advisors LLC324$36 06/30/2022
     SHV324$36 06/30/2022
Morris Financial Concepts Inc.294$32 06/30/2022
     SHV294$32 06/30/2022
984$32 06/30/2022
     SHV984$32 06/30/2022
SOA Wealth Advisors LLC.206$22 09/30/2022
     SHV206$22 09/30/2022
Baystate Wealth Management LLC169$19 06/30/2022
     SHV169$19 06/30/2022
Archer Investment Corp162$18 06/30/2022
     SHV162$18 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC151$16 06/30/2022
     SHV151$16 06/30/2022
Meeder Asset Management Inc.136$15 06/30/2022
     SHV136$15 06/30/2022
Tsfg LLC130$14 06/30/2022
     SHV130$14 06/30/2022
Ambassador Advisors LLC121$13 06/30/2022
     SHV121$13 06/30/2022
Vectors Research Management LLC119$13 06/30/2022
     SHV119$13 06/30/2022
Ancora Advisors LLC100$11 06/30/2022
     SHV100$11 06/30/2022
Level Financial Advisors Inc.101$11 06/30/2022
     SHV101$11 06/30/2022
GPS Wealth Strategies Group LLC82$9 06/30/2022
     SHV82$9 06/30/2022
IMA Wealth Inc.62$7 06/30/2022
     SHV62$7 06/30/2022
Larson Financial Group LLC63$7 06/30/2022
     SHV63$7 06/30/2022
Beacon Capital Management LLC58$6 09/30/2022
     SHV58$6 09/30/2022
Fure Financial Corp63$6 06/30/2022
     SHV63$6 06/30/2022
NewSquare Capital LLC54$6 06/30/2022
     SHV54$6 06/30/2022
FinTrust Capital Advisors LLC58$6 06/30/2022
     SHV58$6 06/30/2022
Rise Advisors LLC57$6 06/30/2022
     SHV57$6 06/30/2022
Chilton Capital Management LLC44$5 06/30/2022
     SHV44$5 06/30/2022
41$5 06/30/2022
     SHV41$5 06/30/2022
Pflug Koory LLC35$4 06/30/2022
     SHV35$4 06/30/2022
Financial Advisory Service Inc.26$3 06/30/2022
     SHV26$3 06/30/2022
Mizuho Securities Co. Ltd.17$2 06/30/2022
     SHV17$2 06/30/2022
ACG Wealth17$2 06/30/2022
     SHV17$2 06/30/2022
Cardinal Strategic Wealth Guidance15$2 06/30/2022
     SHV15$2 06/30/2022
Newbridge Financial Services Group Inc.17$2 06/30/2022
     SHV17$2 06/30/2022
Transamerica Financial Advisors Inc.1$1 06/30/2022
     SHV1$1 06/30/2022

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

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