HoldingsChannel.com
Funds Holding SHV
HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.35,313,175$3,908,109 06/30/2019
     SHV35,313,175$3,908,109 06/30/2019
Betterment LLC8,312,085$919,732 06/30/2019
     SHV8,312,085$919,732 06/30/2019
Wells Fargo & Company MN6,683,069$739,482 06/30/2019
     SHV6,683,069$739,482 06/30/2019
BlackRock Inc.5,818,933$643,864 06/30/2019
     SHV5,818,933$643,864 06/30/2019
Bank of America Corp DE3,506,615$388,007 06/30/2019
     SHV3,506,615$388,007 06/30/2019
Morgan Stanley2,817,834$311,793 06/30/2019
     SHV2,817,834$311,793 06/30/2019
IndexIQ Advisors LLC2,371,140$262,367 06/30/2019
     SHV2,371,140$262,367 06/30/2019
Assetmark Inc.2,228,628$246,598 06/30/2019
     SHV2,228,628$246,598 06/30/2019
FMR LLC1,947,503$215,491 06/30/2019
     SHV1,947,503$215,491 06/30/2019
Equity Investment Corp1,682,321$186,149 06/30/2019
     SHV1,682,321$186,149 06/30/2019
Ameriprise Financial Inc.1,627,463$178,668 06/30/2019
     SHV1,627,463$178,668 06/30/2019
Grimes & Company Inc.1,436,547$158,954 06/30/2019
     SHV1,436,547$158,954 06/30/2019
Stifel Financial Corp1,334,260$147,636 06/30/2019
     SHV1,334,260$147,636 06/30/2019
LPL Financial LLC1,110,999$122,932 06/30/2019
     SHV1,110,999$122,932 06/30/2019
Goldman Sachs Group Inc.1,083,390$119,877 06/30/2019
     SHV1,083,390$119,877 06/30/2019
Royal Bank of Canada647,504$71,647 06/30/2019
     SHV647,504$71,647 06/30/2019
Jordan Park Group LLC645,054$71,356 09/30/2019
     SHV645,054$71,356 09/30/2019
UBS Group AG626,976$69,375 06/30/2019
     SHV626,976$69,375 06/30/2019
Envestnet Asset Management Inc.570,515$63,110 09/30/2019
     SHV570,515$63,110 09/30/2019
NextCapital Advisers Inc.566,724$62,679 09/30/2019
     SHV566,724$62,679 09/30/2019
Raymond James & Associates522,239$57,786 06/30/2019
     SHV522,239$57,786 06/30/2019
Stadion Money Management LLC489,420$54,154 06/30/2019
     SHV489,420$54,154 06/30/2019
Miracle Mile Advisors LLC484,398$53,599 06/30/2019
     SHV484,398$53,599 06/30/2019
Banco Santander S.A.451,140$49,918 06/30/2019
     SHV451,140$49,918 06/30/2019
Pacific Financial Group Inc.436,420$48,290 09/30/2019
     SHV436,420$48,290 09/30/2019
Global Financial Private Capital LLC399,807$44,239 06/30/2019
     SHV399,807$44,239 06/30/2019
Raymond James Financial Services Advisors Inc.365,498$40,447 06/30/2019
     SHV365,498$40,447 06/30/2019
Jane Street Group LLC276,203$30,562 06/30/2019
     SHV276,203$30,562 06/30/2019
Bank of Nova Scotia261,036$28,881 06/30/2019
     SHV261,036$28,881 06/30/2019
Titan Capital Management LLC CA242,872$26,874 06/30/2019
     SHV242,872$26,874 06/30/2019
James Investment Research Inc.232,549$25,732 06/30/2019
     SHV232,549$25,732 06/30/2019
Financial Sense Advisors Inc.229,816$25,429 06/30/2019
     SHV229,816$25,429 06/30/2019
Ladenburg Thalmann Financial Services Inc.223,187$24,673 06/30/2019
     SHV223,187$24,673 06/30/2019
CWM LLC214,818$23,770 06/30/2019
     SHV214,818$23,770 06/30/2019
Anchor Capital Advisors LLC209,477$23,179 06/30/2019
     SHV209,477$23,179 06/30/2019
Comerica Securities Inc.202,701$22,423 09/30/2019
     SHV202,701$22,423 09/30/2019
Thrivent Financial for Lutherans200,571$22,193 06/30/2019
     SHV200,571$22,193 06/30/2019
Shepherd Financial Partners LLC172,487$19,086 06/30/2019
     SHV172,487$19,086 06/30/2019
Gamble Jones Investment Counsel165,170$18,276 06/30/2019
     SHV165,170$18,276 06/30/2019
APCM Wealth Management for Individuals162,820$18,003 06/30/2019
     SHV162,820$18,003 06/30/2019
New York Life Investment Management LLC157,474$17,393 06/30/2019
     SHV157,474$17,393 06/30/2019
Hudock Capital Group LLC153,263$16,958 06/30/2019
     SHV153,263$16,958 06/30/2019
Flow Traders U.S. LLC146,094$16,165 06/30/2019
     SHV146,094$16,165 06/30/2019
Cambridge Investment Research Advisors Inc.145,378$16,086 06/30/2019
     SHV145,378$16,086 06/30/2019
Citadel Advisors LLC139,294$15,413 06/30/2019
     SHV139,294$15,413 06/30/2019
Suntrust Banks Inc.136,572$15,112 06/30/2019
     SHV136,572$15,112 06/30/2019
Kays Financial Advisory Corp ADV130,118$14,397 06/30/2019
     SHV130,118$14,397 06/30/2019
SimpliFi Inc.128,334$14,196 09/30/2019
     SHV128,334$14,196 09/30/2019
Jacobi Capital Management LLC126,370$13,982 06/30/2019
     SHV126,370$13,982 06/30/2019
Mirae Asset Global Investments Co. Ltd.120,850$13,372 06/30/2019
     SHV120,850$13,372 06/30/2019
Advisor Group Inc.119,465$13,223 06/30/2019
     SHV119,465$13,223 06/30/2019
Private Advisor Group LLC117,891$13,045 06/30/2019
     SHV117,891$13,045 06/30/2019
Oppenheimer & Co. Inc.117,212$12,970 06/30/2019
     SHV117,212$12,970 06/30/2019
Scotia Capital Inc.106,121$11,743 06/30/2019
     SHV106,121$11,743 06/30/2019
BBT Capital Management LLC105,884$11,717 06/30/2019
     SHV105,884$11,717 06/30/2019
MML Investors Services LLC102,209$11,309 06/30/2019
     SHV102,209$11,309 06/30/2019
United Capital Financial Advisers LLC101,457$11,226 06/30/2019
     SHV101,457$11,226 06/30/2019
3EDGE Asset Management LP100,312$11,097 09/30/2019
     SHV100,312$11,097 09/30/2019
Steward Partners Investment Advisory LLC98,808$10,933 06/30/2019
     SHV98,808$10,933 06/30/2019
Calton & Associates Inc.98,324$10,880 06/30/2019
     SHV98,324$10,880 06/30/2019
Barings LLC95,505$10,567 06/30/2019
     SHV95,505$10,567 06/30/2019
Bfsg LLC92,777$10,266 06/30/2019
     SHV92,777$10,266 06/30/2019
Woodmont Investment Counsel LLC92,386$10,223 06/30/2019
     SHV92,386$10,223 06/30/2019
The Manufacturers Life Insurance Company 92,280$10,211 06/30/2019
     SHV92,280$10,211 06/30/2019
Renaissance Technologies LLC91,800$10,158 06/30/2019
     SHV91,800$10,158 06/30/2019
BB&T Securities LLC90,480$10,011 06/30/2019
     SHV90,480$10,011 06/30/2019
Bank of Montreal Can89,762$9,932 06/30/2019
     SHV89,762$9,932 06/30/2019
EFG Asset Management Americas Corp.89,469$9,894 06/30/2019
     SHV89,469$9,894 06/30/2019
Opus Capital Group LLC86,903$9,616 06/30/2019
     SHV86,903$9,616 06/30/2019
Northwest Quadrant Wealth Management LLC86,822$9,609 06/30/2019
     SHV86,822$9,609 06/30/2019
Viridian Ria LLC86,944$9,608 06/30/2019
     SHV86,944$9,608 06/30/2019
CWH Capital Management Inc.86,670$9,590 06/30/2019
     SHV86,670$9,590 06/30/2019
MinichMacGregor Wealth Management LLC82,070$9,064 06/30/2019
     SHV82,070$9,064 06/30/2019
FormulaFolio Investments LLC81,789$9,050 06/30/2019
     SHV81,789$9,050 06/30/2019
Manning & Napier Group LLC76,800$8,495 09/30/2019
     SHV76,800$8,495 09/30/2019
Thomas J. Herzfeld Advisors Inc.76,368$8,450 06/30/2019
     SHV76,368$8,450 06/30/2019
Credit Suisse AG73,246$8,105 06/30/2019
     SHV73,246$8,105 06/30/2019
Wealth Alliance Advisory Group LLC73,008$8,070 06/30/2019
     SHV73,008$8,070 06/30/2019
Financial Engines Advisors L.L.C.72,833$8,058 06/30/2019
     SHV72,833$8,058 06/30/2019
Pathway Financial Advisors LLC69,572$7,698 06/30/2019
     SHV69,572$7,698 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC68,886$7,622 06/30/2019
     SHV68,886$7,622 06/30/2019
Citigroup Inc.68,824$7,615 06/30/2019
     SHV68,824$7,615 06/30/2019
US Bancorp DE67,157$7,431 06/30/2019
     SHV67,157$7,431 06/30/2019
Relative Value Partners Group LLC66,885$7,401 06/30/2019
     SHV66,885$7,401 06/30/2019
Strategic Wealth Partners Ltd.65,659$7,264 06/30/2019
     SHV65,659$7,264 06/30/2019
Family Management Corp62,837$6,953 06/30/2019
     SHV62,837$6,953 06/30/2019
Eldridge Investment Advisors Inc.61,220$6,761 06/30/2019
     SHV61,220$6,761 06/30/2019
Janney Montgomery Scott LLC60,274$6,669 06/30/2019
     SHV60,274$6,669 06/30/2019
Sage Advisory Services Ltd.Co.59,587$6,591 09/30/2019
     SHV59,587$6,591 09/30/2019
MA Private Wealth59,460$6,577 09/30/2019
     SHV59,460$6,577 09/30/2019
Voya Financial Advisors Inc.59,078$6,538 06/30/2019
     SHV59,078$6,538 06/30/2019
Advisory Services Network LLC55,704$6,163 06/30/2019
     SHV55,704$6,163 06/30/2019
Eqis Capital Management Inc.54,890$6,074 06/30/2019
     SHV54,890$6,074 06/30/2019
Jackson Wealth Management LLC54,448$6,015 06/30/2019
     SHV54,448$6,015 06/30/2019
Commonwealth Equity Services LLC53,750$5,947 06/30/2019
     SHV53,750$5,947 06/30/2019
AdvicePeriod LLC52,080$5,932 06/30/2019
     SHV52,080$5,932 06/30/2019
White Lighthouse Investment Management Inc.52,020$5,756 06/30/2019
     SHV52,020$5,756 06/30/2019
Kwmg LLC48,654$5,384 06/30/2019
     SHV48,654$5,384 06/30/2019
Cougar Global Investments Ltd48,271$5,340 09/30/2019
     SHV48,271$5,340 09/30/2019
Dorsey & Whitney Trust CO LLC47,917$5,302 06/30/2019
     SHV47,917$5,302 06/30/2019
KCS Wealth Advisory47,196$5,222 06/30/2019
     SHV47,196$5,222 06/30/2019
HighTower Advisors LLC45,304$5,010 06/30/2019
     SHV45,304$5,010 06/30/2019
FDx Advisors Inc.45,051$4,985 06/30/2019
     SHV45,051$4,985 06/30/2019
Mid Atlantic Financial Management Inc. ADV40,432$4,474 06/30/2019
     SHV40,432$4,474 06/30/2019
Cadinha & Co. LLC38,877$4,302 06/30/2019
     SHV38,877$4,302 06/30/2019
Stephens Inc. AR38,669$4,278 09/30/2019
     SHV38,669$4,278 09/30/2019
Alaska Permanent Capital Management38,659$4,277 06/30/2019
     SHV38,659$4,277 06/30/2019
Susquehanna International Group LLP38,478$4,258 06/30/2019
     SHV38,478$4,258 06/30/2019
Wedbush Securities Inc.38,451$4,253 09/30/2019
     SHV38,451$4,253 09/30/2019
Kovitz Investment Group Partners LLC35,183$3,893 06/30/2019
     SHV35,183$3,893 06/30/2019
First Allied Advisory Services Inc.33,807$3,741 06/30/2019
     SHV33,807$3,741 06/30/2019
ERTS Wealth Advisors LLC33,626$3,721 06/30/2019
     SHV33,626$3,721 06/30/2019
Stone House Investment Management LLC33,089$3,660 09/30/2019
     SHV33,089$3,660 09/30/2019
WealthStone Inc.32,327$3,577 06/30/2019
     SHV32,327$3,577 06/30/2019
GenTrust LLC28,855$3,193 06/30/2019
     SHV28,855$3,193 06/30/2019
Mutual Advisors LLC26,872$2,973 06/30/2019
     SHV26,872$2,973 06/30/2019
Institute for Wealth Management LLC.26,140$2,892 06/30/2019
     SHV26,140$2,892 06/30/2019
Modera Wealth Management LLC26,061$2,884 06/30/2019
     SHV26,061$2,884 06/30/2019
Baird Financial Group Inc.25,980$2,875 06/30/2019
     SHV25,980$2,875 06/30/2019
Nicholas Hoffman & Company LLC.25,161$2,784 06/30/2019
     SHV25,161$2,784 06/30/2019
D.A. Davidson & CO.23,990$2,654 06/30/2019
     SHV23,990$2,654 06/30/2019
Acima Private Wealth LLC23,954$2,651 06/30/2019
     SHV23,954$2,651 06/30/2019
Carlton Hofferkamp & Jenks Wealth Management LLC23,952$2,649 09/30/2019
     SHV23,952$2,649 09/30/2019
VisionPoint Advisory Group LLC23,723$2,625 06/30/2019
     SHV23,723$2,625 06/30/2019
MorganRosel Wealth Management LLC22,841$2,527 06/30/2019
     SHV22,841$2,527 06/30/2019
HMS Capital Management LLC22,829$2,525 09/30/2019
     SHV22,829$2,525 09/30/2019
Sunbelt Securities Inc.22,552$2,495 06/30/2019
     SHV22,552$2,495 06/30/2019
Itau Unibanco Holding S.A.22,303$2,468 06/30/2019
     SHV22,303$2,468 06/30/2019
AE Wealth Management LLC22,132$2,449 06/30/2019
     SHV22,132$2,449 06/30/2019
Deutsche Bank AG22,041$2,438 06/30/2019
     SHV22,041$2,438 06/30/2019
Keybank National Association OH21,784$2,410 06/30/2019
     SHV21,784$2,410 06/30/2019
Cetera Advisors LLC21,245$2,351 06/30/2019
     SHV21,245$2,351 06/30/2019
Cabana LLC21,045$2,326 06/30/2019
     SHV21,045$2,326 06/30/2019
Sawtooth Solutions LLC20,765$2,298 06/30/2019
     SHV20,765$2,298 06/30/2019
Alesco Advisors LLC20,590$2,278 06/30/2019
     SHV20,590$2,278 06/30/2019
BB&T Corp19,273$2,133 06/30/2019
     SHV19,273$2,133 06/30/2019
Delta Investment Management LLC18,202$2,014 06/30/2019
     SHV18,202$2,014 06/30/2019
ProVise Management Group LLC16,965$1,877 06/30/2019
     SHV16,965$1,877 06/30/2019
Cambria Investment Management L.P.16,869$1,874 06/30/2019
     SHV16,869$1,874 06/30/2019
Hilltop Holdings Inc.16,548$1,831 06/30/2019
     SHV16,548$1,831 06/30/2019
Ifrah Financial Services Inc.16,137$1,786 06/30/2019
     SHV16,137$1,786 06/30/2019
Atria Investments LLC52,587$1,762 06/30/2019
     SHV52,587$1,762 06/30/2019
Madison Investment Holdings Inc.14,806$1,638 06/30/2019
     SHV14,806$1,638 06/30/2019
Meristem Family Wealth LLC14,385$1,592 06/30/2019
     SHV14,385$1,592 06/30/2019
First National Bank of South Miami14,139$1,564 06/30/2019
     SHV14,139$1,564 06/30/2019
Cliftonlarsonallen Wealth Advisors LLC13,035$1,442 09/30/2019
     SHV13,035$1,442 09/30/2019
Sei Investments Co.12,825$1,419 06/30/2019
     SHV12,825$1,419 06/30/2019
Dynamic Advisor Solutions LLC12,490$1,382 06/30/2019
     SHV12,490$1,382 06/30/2019
Fortis Advisors LLC12,429$1,375 06/30/2019
     SHV12,429$1,375 06/30/2019
HM Payson & Co.12,413$1,373 06/30/2019
     SHV12,413$1,373 06/30/2019
OLD Mission Capital LLC12,413$1,373 06/30/2019
     SHV12,413$1,373 06/30/2019
Proequities Inc.12,253$1,356 06/30/2019
     SHV12,253$1,356 06/30/2019
Winfield Associates Inc.11,895$1,316 09/30/2019
     SHV11,895$1,316 09/30/2019
Park Avenue Securities LLC11,801$1,305 09/30/2019
     SHV11,801$1,305 09/30/2019
Monument Capital Management11,199$1,237 06/30/2019
     SHV11,199$1,237 06/30/2019
West Branch Capital LLC10,806$1,196 06/30/2019
     SHV10,806$1,196 06/30/2019
Wealth & Pension Services Group Inc.10,757$1,190 06/30/2019
     SHV10,757$1,190 06/30/2019
Aspiriant LLC10,598$1,173 06/30/2019
     SHV10,598$1,173 06/30/2019
Lazard Asset Management LLC10,230$1,131 06/30/2019
     SHV10,230$1,131 06/30/2019
Weaver Consulting Group9,918$1,097 06/30/2019
     SHV9,918$1,097 06/30/2019
Beacon Investment Advisory Services Inc.9,870$1,092 06/30/2019
     SHV9,870$1,092 06/30/2019
Probity Advisors Inc.9,664$1,069 06/30/2019
     SHV9,664$1,069 06/30/2019
Allred Capital Management LLC9,658$1,066 09/30/2019
     SHV9,658$1,066 09/30/2019
Cidel Asset Management Inc.9,360$1,036 06/30/2019
     SHV9,360$1,036 06/30/2019
BCJ Capital Management LLC9,343$1,034 06/30/2019
     SHV9,343$1,034 06/30/2019
Parallel Advisors LLC8,879$982 06/30/2019
     SHV8,879$982 06/30/2019
Capital Investment Advisory Services LLC8,867$981 09/30/2019
     SHV8,867$981 09/30/2019
National Asset Management Inc.8,815$976 06/30/2019
     SHV8,815$976 06/30/2019
Quattro Financial Advisors LLC8,674$959 09/30/2019
     SHV8,674$959 09/30/2019
Dakota Wealth Management8,377$927 06/30/2019
     SHV8,377$927 06/30/2019
IPG Investment Advisors LLC8,334$922 06/30/2019
     SHV8,334$922 06/30/2019
Blair William & Co. IL8,323$921 06/30/2019
     SHV8,323$921 06/30/2019
Tortoise Investment Management LLC8,186$906 06/30/2019
     SHV8,186$906 06/30/2019
Mercer Global Advisors Inc. ADV7,812$864 06/30/2019
     SHV7,812$864 06/30/2019
Alliancebernstein L.P.7,795$863 06/30/2019
     SHV7,795$863 06/30/2019
Pinnacle Family Advisors LLC7,554$836 06/30/2019
     SHV7,554$836 06/30/2019
M&T Bank Corp7,207$797 06/30/2019
     SHV7,207$797 06/30/2019
CIBC Private Wealth Group LLC7,200$796 09/30/2019
     SHV7,200$796 09/30/2019
One Capital Management LLC7,157$792 06/30/2019
     SHV7,157$792 06/30/2019
Banque Pictet & Cie SA6,900$763 06/30/2019
     SHV6,900$763 06/30/2019
Cetera Advisor Networks LLC6,662$738 06/30/2019
     SHV6,662$738 06/30/2019
Quest Capital Management Inc. ADV6,640$735 06/30/2019
     SHV6,640$735 06/30/2019
Sicart Associates LLC6,570$727 06/30/2019
     SHV6,570$727 06/30/2019
Bank of New York Mellon Corp6,542$724 06/30/2019
     SHV6,542$724 06/30/2019
HRT Financial LLC6,399$708 06/30/2019
     SHV6,399$708 06/30/2019
Financial Gravity Wealth Inc.6,340$701 09/30/2019
     SHV6,340$701 09/30/2019
Oliver Luxxe Assets LLC6,275$694 09/30/2019
     SHV6,275$694 09/30/2019
Abacus Planning Group Inc.6,189$685 06/30/2019
     SHV6,189$685 06/30/2019
Filament LLC6,072$671 06/30/2019
     SHV6,072$671 06/30/2019
PNC Financial Services Group Inc.6,019$665 06/30/2019
     SHV6,019$665 06/30/2019
Ancora Advisors LLC6,000$664 06/30/2019
     SHV6,000$664 06/30/2019
Northwestern Mutual Wealth Management Co.5,981$662 06/30/2019
     SHV5,981$662 06/30/2019
Knowledge Leaders Capital LLC5,866$649 06/30/2019
     SHV5,866$649 06/30/2019
Comerica Bank5,763$637 06/30/2019
     SHV5,763$637 06/30/2019
Gladstone Institutional Advisory LLC5,731$634 06/30/2019
     SHV5,731$634 06/30/2019
Emerson Wealth Management LLC60,702$631 09/30/2019
     SHV60,702$631 09/30/2019
Principal Financial Group Inc.5,536$613 06/30/2019
     SHV5,536$613 06/30/2019
GWM Advisors LLC5,379$595 06/30/2019
     SHV5,379$595 06/30/2019
Asset Management One Co. Ltd.5,200$575 06/30/2019
     SHV5,200$575 06/30/2019
Patton Fund Management Inc.5,060$560 06/30/2019
     SHV5,060$560 06/30/2019
Keudell Morrison Wealth Management5,060$560 06/30/2019
     SHV5,060$560 06/30/2019
Signaturefd LLC5,054$559 09/30/2019
     SHV5,054$559 09/30/2019
Courage Miller Partners LLC4,642$513 06/30/2019
     SHV4,642$513 06/30/2019
Jefferies Group LLC4,520$500 06/30/2019
     SHV4,520$500 06/30/2019
Jaffetilchin Investment Partners LLC4,460$493 09/30/2019
     SHV4,460$493 09/30/2019
Fieldpoint Private Securities LLC4,190$464 06/30/2019
     SHV4,190$464 06/30/2019
Wealthcare Capital Management LLC4,146$459 09/30/2019
     SHV4,146$459 09/30/2019
Wellesley Investment Partners LLC4,098$453 06/30/2019
     SHV4,098$453 06/30/2019
9258 Wealth Management LLC4,009$444 06/30/2019
     SHV4,009$444 06/30/2019
Stockman Wealth Management Inc.4,000$443 06/30/2019
     SHV4,000$443 06/30/2019
Financial Management Professionals Inc.3,721$412 09/30/2019
     SHV3,721$412 09/30/2019
Dimension Capital Management LLC3,700$409 06/30/2019
     SHV3,700$409 06/30/2019
Castle Rock Wealth Management LLC3,620$402 06/30/2019
     SHV3,620$402 06/30/2019
Raymond James Trust N.A.3,522$390 06/30/2019
     SHV3,522$390 06/30/2019
Cito Capital Group LLC3,500$387 06/30/2019
     SHV3,500$387 06/30/2019
Sanders Morris Harris LLC3,402$376 06/30/2019
     SHV3,402$376 06/30/2019
American Investment Services Inc.3,384$374 06/30/2019
     SHV3,384$374 06/30/2019
Columbus Macro LLC3,368$373 06/30/2019
     SHV3,368$373 06/30/2019
Harvest Investment Services LLC3,372$372 06/30/2019
     SHV3,372$372 06/30/2019
Stanley Laman Group Ltd.3,364$372 06/30/2019
     SHV3,364$372 06/30/2019
Chesley Taft & Associates LLC3,350$371 09/30/2019
     SHV3,350$371 09/30/2019
Shepherd Kaplan Krochuk LLC3,270$362 06/30/2019
     SHV3,270$362 06/30/2019
STA Wealth Management LLC3,258$360 06/30/2019
     SHV3,258$360 06/30/2019
Lee Financial Co3,234$358 06/30/2019
     SHV3,234$358 06/30/2019
Crestwood Advisors Group LLC3,145$348 06/30/2019
     SHV3,145$348 06/30/2019
Alpha Cubed Investments LLC2,927$324 09/30/2019
     SHV2,927$324 09/30/2019
Advanced Asset Management Advisors Inc2,932$324 06/30/2019
     SHV2,932$324 06/30/2019
Lakeview Capital Partners LLC2,900$321 06/30/2019
     SHV2,900$321 06/30/2019
Outlook Wealth Advisors LLC2,863$317 09/30/2019
     SHV2,863$317 09/30/2019
CLS Investments LLC2,848$315 06/30/2019
     SHV2,848$315 06/30/2019
Aveo Capital Partners LLC2,825$312 06/30/2019
     SHV2,825$312 06/30/2019
Bienville Capital Management LLC2,818$312 06/30/2019
     SHV2,818$312 06/30/2019
Wealthsource Partners LLC2,690$298 06/30/2019
     SHV2,690$298 06/30/2019
Hamilton Capital Management Inc.2,602$288 06/30/2019
     SHV2,602$288 06/30/2019
Integrated Wealth Concepts LLC2,604$288 06/30/2019
     SHV2,604$288 06/30/2019
Cetera Investment Advisers2,590$287 06/30/2019
     SHV2,590$287 06/30/2019
Strategic Investment Advisors MI2,598$287 06/30/2019
     SHV2,598$287 06/30/2019
Destination Wealth Management2,589$286 06/30/2019
     SHV2,589$286 06/30/2019
Moors & Cabot Inc.2,508$278 06/30/2019
     SHV2,508$278 06/30/2019
Sullivan Bruyette Speros & Blaney LLC2,497$276 06/30/2019
     SHV2,497$276 06/30/2019
Sigma Planning Corp2,482$275 06/30/2019
     SHV2,482$275 06/30/2019
DAVENPORT & Co LLC2,410$267 09/30/2019
     SHV2,410$267 09/30/2019
Choate Investment Advisors2,400$266 06/30/2019
     SHV2,400$266 06/30/2019
Davidson Investment Advisors2,384$264 06/30/2019
     SHV2,384$264 06/30/2019
Cahaba Wealth Management Inc.2,289$253 06/30/2019
     SHV2,289$253 06/30/2019
Hsbc Holdings PLC2,255$250 06/30/2019
     SHV2,255$250 06/30/2019
Sequoia Financial Advisors LLC2,246$249 06/30/2019
     SHV2,246$249 06/30/2019
Meeder Asset Management Inc.2,234$247 09/30/2019
     SHV2,234$247 09/30/2019
BOKF NA2,212$245 06/30/2019
     SHV2,212$245 06/30/2019
Eaton Vance Management2,061$228 06/30/2019
     SHV2,061$228 06/30/2019
Cedar Brook Financial Partners LLC1,997$221 06/30/2019
     SHV1,997$221 06/30/2019
Virtu Financial LLC1,984$220 06/30/2019
     SHV1,984$220 06/30/2019
Fairview Capital Investment Management LLC1,975$218 06/30/2019
     SHV1,975$218 06/30/2019
Baystate Wealth Management LLC1,880$208 06/30/2019
     SHV1,880$208 06/30/2019
Vaughan David Investments LLC IL1,825$202 06/30/2019
     SHV1,825$202 06/30/2019
Accurate Investment Solutions Inc.1,800$199 09/30/2019
     SHV1,800$199 09/30/2019
Advantage Investment Management LLC1,499$166 09/30/2019
     SHV1,499$166 09/30/2019
Almanack Investment Partners LLC.1,283$142 06/30/2019
     SHV1,283$142 06/30/2019
Captrust Financial Advisors1,110$123 06/30/2019
     SHV1,110$123 06/30/2019
Founders Capital Management1,070$118 09/30/2019
     SHV1,070$118 09/30/2019
Shamrock Asset Management LLC907$100 06/30/2019
     SHV907$100 06/30/2019
Ibex Wealth Advisors859$95 06/30/2019
     SHV859$95 06/30/2019
Manchester Capital Management LLC834$92 06/30/2019
     SHV834$92 06/30/2019
Global Wealth Management Investment Advisory Inc.714$79 06/30/2019
     SHV714$79 06/30/2019
Whittier Trust Co.650$72 09/30/2019
     SHV650$72 09/30/2019
Valeo Financial Advisors LLC521$58 09/30/2019
     SHV521$58 09/30/2019
Ruggie Capital Group518$57 06/30/2019
     SHV518$57 06/30/2019
Northern Oak Wealth Management Inc.506$56 06/30/2019
     SHV506$56 06/30/2019
Pinnacle Bank419$46 09/30/2019
     SHV419$46 09/30/2019
SeaBridge Investment Advisors LLC410$45 06/30/2019
     SHV410$45 06/30/2019
Private Capital Group LLC397$44 06/30/2019
     SHV397$44 06/30/2019
Carroll Financial Associates Inc.389$43 09/30/2019
     SHV389$43 09/30/2019
Personal Wealth Partners754$43 06/30/2019
     SHV754$43 06/30/2019
Fifth Third Bancorp367$41 06/30/2019
     SHV367$41 06/30/2019
FinTrust Capital Advisors LLC366$40 06/30/2019
     SHV366$40 06/30/2019
Robinson Value Management Ltd.347$38 06/30/2019
     SHV347$38 06/30/2019
Rockefeller Capital Management L.P.344$38 06/30/2019
     SHV344$38 06/30/2019
NEXT Financial Group Inc337$37 09/30/2019
     SHV337$37 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC289$31 09/30/2019
     SHV289$31 09/30/2019
Bray Capital Advisors272$30 06/30/2019
     SHV272$30 06/30/2019
Coastal Investment Advisors Inc.260$29 09/30/2019
     SHV260$29 09/30/2019
Astor Investment Management LLC239$26 06/30/2019
     SHV239$26 06/30/2019
LifePlan Financial Group Inc227$25 09/30/2019
     SHV227$25 09/30/2019
TCG Advisors LP215$24 06/30/2019
     SHV215$24 06/30/2019
O Shaughnessy Asset Management LLC207$23 06/30/2019
     SHV207$23 06/30/2019
Larson Financial Group LLC192$21 09/30/2019
     SHV192$21 09/30/2019
AdvisorNet Financial Inc185$21 06/30/2019
     SHV185$21 06/30/2019
Patriot Financial Group Insurance Agency LLC162$18 06/30/2019
     SHV162$18 06/30/2019
Citizens Financial Group Inc RI154$17 06/30/2019
     SHV154$17 06/30/2019
Balentine LLC152$17 06/30/2019
     SHV152$17 06/30/2019
Brown Brothers Harriman & Co.128$14 06/30/2019
     SHV128$14 06/30/2019
BerganKDV Wealth Management LLC122$13 06/30/2019
     SHV122$13 06/30/2019
Proficio Capital Partners LLC109$12 06/30/2019
     SHV109$12 06/30/2019
IMA Wealth Inc.103$11 06/30/2019
     SHV103$11 06/30/2019
Benjamin F. Edwards & Company Inc.81$9 06/30/2019
     SHV81$9 06/30/2019
Aspire Private Capital LLC73$8 06/30/2019
     SHV73$8 06/30/2019
Bedel Financial Consulting Inc.41$5 09/30/2019
     SHV41$5 09/30/2019
Ameritas Investment Partners Inc.50$5 06/30/2019
     SHV50$5 06/30/2019
Doyle Wealth Management43$5 06/30/2019
     SHV43$5 06/30/2019
Julex Capital Management LLC37$4 09/30/2019
     SHV37$4 09/30/2019
YorkBridge Wealth Partners LLC32$4 06/30/2019
     SHV32$4 06/30/2019
Providence Capital Advisors LLC33$4 06/30/2019
     SHV33$4 06/30/2019
CX Institutional26$3 09/30/2019
     SHV26$3 09/30/2019
Richard Bernstein Advisors LLC36$3 06/30/2019
     SHV36$3 06/30/2019
MCF Advisors LLC18$2 06/30/2019
     SHV18$2 06/30/2019
Truewealth LLC5$1 09/30/2019
     SHV5$1 09/30/2019
Transamerica Financial Advisors Inc.3$1 06/30/2019
     SHV3$1 06/30/2019
Rehmann Capital Advisory Group9$1 06/30/2019
     SHV9$1 06/30/2019
Front Row Advisors LLC6$1 06/30/2019
     SHV6$1 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     SHV1$0 06/30/2019
BDO Wealth Advisors LLC1$0 06/30/2019
     SHV1$0 06/30/2019

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

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