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On this page, we present all of the funds holding SHM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SHM, with a link to that fund's top holdings. The next columns
indicate the amount of SHM stock held by each of the funds holding SHM, followed by the SHM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 420 funds holding SHM within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding SHM), click the fund name in the "Holder" column of the funds-holding-SHM table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 14,734,545 | $704,164 | 12/31/2023 | | SHM | 14,734,545 | $704,164 | 12/31/2023 | | Goldman Sachs Group Inc. | 10,491,063 | $501,368 | 12/31/2023 | | SHM | 10,491,063 | $501,368 | 12/31/2023 | | Wells Fargo & Company MN | 8,086,042 | $386,432 | 12/31/2023 | | SHM | 8,086,042 | $386,432 | 12/31/2023 | | Envestnet Asset Management Inc. | 6,585,255 | $314,709 | 12/31/2023 | | SHM | 6,585,255 | $314,709 | 12/31/2023 | | Morgan Stanley | 5,742,672 | $274,442 | 12/31/2023 | | SHM | 5,742,672 | $274,442 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 3,060,707 | $146,271 | 12/31/2023 | | SHM | 3,060,707 | $146,271 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 2,780,157 | $132,873 | 12/31/2023 | | SHM | 2,780,157 | $132,873 | 12/31/2023 | | United Capital Financial Advisers LLC | 2,585,361 | $123,554 | 12/31/2023 | | SHM | 2,585,361 | $123,554 | 12/31/2023 | | Jane Street Group LLC | 2,474,158 | $118,240 | 12/31/2023 | | SHM | 2,474,158 | $118,240 | 12/31/2023 | | The PNC Financial Services Group Inc. | 1,786,164 | $85,361 | 12/31/2023 | | SHM | 1,786,164 | $85,361 | 12/31/2023 | | Commonwealth Equity Services LLC | 1,518,449 | $72,567 | 12/31/2023 | | SHM | 1,518,449 | $72,567 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 766,963 | $36,653 | 12/31/2023 | | SHM | 766,963 | $36,653 | 12/31/2023 | | Quent Capital LLC | 747,170 | $35,707 | 12/31/2023 | | SHM | 747,170 | $35,707 | 12/31/2023 | | LPL Financial LLC | 729,558 | $34,866 | 12/31/2023 | | SHM | 729,558 | $34,866 | 12/31/2023 | | JPMorgan Chase & Co. | 646,090 | $30,877 | 12/31/2023 | | SHM | 646,090 | $30,877 | 12/31/2023 | | UBS Group AG | 544,272 | $26,011 | 12/31/2023 | | SHM | 544,272 | $26,011 | 12/31/2023 | | HTLF Bank | 480,625 | $22,969 | 12/31/2023 | | SHM | 480,625 | $22,969 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 475,882 | $22,576 | 03/31/2024 | | SHM | 475,882 | $22,576 | 03/31/2024 | | Wealthcare Advisory Partners LLC | 452,563 | $21,470 | 03/31/2024 | | SHM | 452,563 | $21,470 | 03/31/2024 | | Sei Investments Co. | 445,225 | $21,277 | 12/31/2023 | | SHM | 445,225 | $21,277 | 12/31/2023 | | Stifel Financial Corp | 439,325 | $20,995 | 12/31/2023 | | SHM | 439,325 | $20,995 | 12/31/2023 | | Avantax Advisory Services Inc. | 424,599 | $20,292 | 12/31/2023 | | SHM | 424,599 | $20,292 | 12/31/2023 | | OLD National Bancorp IN | 393,997 | $18,691 | 03/31/2024 | | SHM | 393,997 | $18,691 | 03/31/2024 | | Truist Financial Corp | 359,606 | $17,186 | 12/31/2023 | | SHM | 359,606 | $17,186 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 349,986 | $16,726 | 12/31/2023 | | SHM | 349,986 | $16,726 | 12/31/2023 | | Renaissance Technologies LLC | 316,600 | $15,130 | 12/31/2023 | | SHM | 316,600 | $15,130 | 12/31/2023 | | Advisor Group Holdings Inc. | 312,547 | $14,937 | 12/31/2023 | | SHM | 312,547 | $14,937 | 12/31/2023 | | Trustmark National Bank Trust Department | 297,659 | $14,225 | 12/31/2023 | | SHM | 297,659 | $14,225 | 12/31/2023 | | Cullen Frost Bankers Inc. | 289,139 | $13,818 | 12/31/2023 | | SHM | 289,139 | $13,818 | 12/31/2023 | | Citigroup Inc. | 284,201 | $13,582 | 12/31/2023 | | SHM | 284,201 | $13,582 | 12/31/2023 | | Allworth Financial LP | 279,746 | $13,369 | 12/31/2023 | | SHM | 279,746 | $13,369 | 12/31/2023 | | Farther Finance Advisors LLC | 258,124 | $12,336 | 12/31/2023 | | SHM | 258,124 | $12,336 | 12/31/2023 | | Ameriprise Financial Inc. | 243,391 | $11,665 | 12/31/2023 | | SHM | 243,391 | $11,665 | 12/31/2023 | | Assetmark Inc. | 231,430 | $11,060 | 12/31/2023 | | SHM | 231,430 | $11,060 | 12/31/2023 | | Royal Bank of Canada | 230,183 | $11,001 | 12/31/2023 | | SHM | 230,183 | $11,001 | 12/31/2023 | | Gerber Kawasaki Wealth & Investment Management | 229,792 | $10,982 | 12/31/2023 | | SHM | 229,792 | $10,982 | 12/31/2023 | | Altfest L J & Co. Inc. | 194,796 | $9,309 | 12/31/2023 | | SHM | 194,796 | $9,309 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 175,110 | $8,369 | 12/31/2023 | | SHM | 175,110 | $8,369 | 12/31/2023 | | APCM Wealth Management for Individuals | 176,192 | $8,359 | 03/31/2024 | | SHM | 176,192 | $8,359 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 173,495 | $8,291 | 12/31/2023 | | SHM | 173,495 | $8,291 | 12/31/2023 | | Cetera Investment Advisers | 170,974 | $8,171 | 12/31/2023 | | SHM | 170,974 | $8,171 | 12/31/2023 | | Beacon Pointe Advisors LLC | 168,214 | $8,039 | 12/31/2023 | | SHM | 168,214 | $8,039 | 12/31/2023 | | Quotient Wealth Partners LLC | 145,412 | $6,949 | 12/31/2023 | | SHM | 145,412 | $6,949 | 12/31/2023 | | Symmetry Partners LLC | 146,142 | $6,933 | 03/31/2024 | | SHM | 146,142 | $6,933 | 03/31/2024 | | Apella Capital LLC | 144,463 | $6,830 | 03/31/2024 | | SHM | 144,463 | $6,830 | 03/31/2024 | | Mariner LLC | 138,594 | $6,623 | 12/31/2023 | | SHM | 138,594 | $6,623 | 12/31/2023 | | Foster Group Inc. | 136,677 | $6,484 | 03/31/2024 | | SHM | 136,677 | $6,484 | 03/31/2024 | | GWM Advisors LLC | 134,738 | $6,399 | 12/31/2023 | | SHM | 134,738 | $6,399 | 12/31/2023 | | Brio Consultants LLC | 131,113 | $6,266 | 12/31/2023 | | SHM | 131,113 | $6,266 | 12/31/2023 | | GenTrust LLC | 129,095 | $6,124 | 03/31/2024 | | SHM | 129,095 | $6,124 | 03/31/2024 | | Hunter Associates Investment Management LLC | 123,607 | $5,911 | 12/31/2023 | | SHM | 123,607 | $5,911 | 12/31/2023 | | Raymond James & Associates | 123,104 | $5,883 | 12/31/2023 | | SHM | 123,104 | $5,883 | 12/31/2023 | | Chatham Capital Group Inc. | 123,450 | $5,856 | 03/31/2024 | | SHM | 123,450 | $5,856 | 03/31/2024 | | Charles Schwab Investment Management Inc. | 119,466 | $5,709 | 12/31/2023 | | SHM | 119,466 | $5,709 | 12/31/2023 | | Strategies Wealth Advisors LLC | 118,840 | $5,679 | 12/31/2023 | | SHM | 118,840 | $5,679 | 12/31/2023 | | Transamerica Financial Advisors Inc. | 118,349 | $5,656 | 12/31/2023 | | SHM | 118,349 | $5,656 | 12/31/2023 | | Davidson Investment Advisors | 116,866 | $5,585 | 12/31/2023 | | SHM | 116,866 | $5,585 | 12/31/2023 | | Eagle Strategies LLC | 115,276 | $5,509 | 12/31/2023 | | SHM | 115,276 | $5,509 | 12/31/2023 | | CWM LLC | 115,819 | $5,494 | 03/31/2024 | | SHM | 115,819 | $5,494 | 03/31/2024 | | Moneywise Inc. | 113,181 | $5,409 | 12/31/2023 | | SHM | 113,181 | $5,409 | 12/31/2023 | | Apollon Wealth Management LLC | 112,128 | $5,359 | 12/31/2023 | | SHM | 112,128 | $5,359 | 12/31/2023 | | Colony Group LLC | 111,432 | $5,325 | 12/31/2023 | | SHM | 111,432 | $5,325 | 12/31/2023 | | Bridgeworth LLC | 110,950 | $5,302 | 12/31/2023 | | SHM | 110,950 | $5,302 | 12/31/2023 | | Cetera Advisor Networks LLC | 110,140 | $5,264 | 12/31/2023 | | SHM | 110,140 | $5,264 | 12/31/2023 | | Aua Capital Management LLC | 109,375 | $5,189 | 03/31/2024 | | SHM | 109,375 | $5,189 | 03/31/2024 | | Orion Portfolio Solutions LLC | 106,305 | $5,083 | 12/31/2023 | | SHM | 106,305 | $5,083 | 12/31/2023 | | Kades & Cheifetz LLC | 106,192 | $5,075 | 12/31/2023 | | SHM | 106,192 | $5,075 | 12/31/2023 | | HighTower Advisors LLC | 105,455 | $5,032 | 12/31/2023 | | SHM | 105,455 | $5,032 | 12/31/2023 | | Leisure Capital Management | 104,130 | $4,976 | 12/31/2023 | | SHM | 104,130 | $4,976 | 12/31/2023 | | Aaron Wealth Advisors | 102,420 | $4,895 | 12/31/2023 | | SHM | 102,420 | $4,895 | 12/31/2023 | | Johnson Financial Group LLC | 100,898 | $4,822 | 12/31/2023 | | SHM | 100,898 | $4,822 | 12/31/2023 | | Studio Investment Management LLC | 100,424 | $4,799 | 12/31/2023 | | SHM | 100,424 | $4,799 | 12/31/2023 | | M&T Bank Corp | 95,866 | $4,581 | 12/31/2023 | | SHM | 95,866 | $4,581 | 12/31/2023 | | Smithfield Trust Co. | 95,547 | $4,567 | 12/31/2023 | | SHM | 95,547 | $4,567 | 12/31/2023 | | Hancock Whitney Corp | 95,153 | $4,547 | 12/31/2023 | | SHM | 95,153 | $4,547 | 12/31/2023 | | Aquire Wealth Advisors LLC | 93,526 | $4,470 | 12/31/2023 | | SHM | 93,526 | $4,470 | 12/31/2023 | | Paulson Wealth Management Inc. | 90,807 | $4,340 | 12/31/2023 | | SHM | 90,807 | $4,340 | 12/31/2023 | | Comerica Bank | 90,078 | $4,305 | 12/31/2023 | | SHM | 90,078 | $4,305 | 12/31/2023 | | Crestwood Advisors Group LLC | 89,782 | $4,291 | 12/31/2023 | | SHM | 89,782 | $4,291 | 12/31/2023 | | Capital Analysts LLC | 89,491 | $4,277 | 12/31/2023 | | SHM | 89,491 | $4,277 | 12/31/2023 | | Wealthsource Partners LLC | 85,120 | $4,068 | 12/31/2023 | | SHM | 85,120 | $4,068 | 12/31/2023 | | Kwmg LLC | 81,650 | $3,873 | 03/31/2024 | | SHM | 81,650 | $3,873 | 03/31/2024 | | James Investment Research Inc. | 80,820 | $3,862 | 12/31/2023 | | SHM | 80,820 | $3,862 | 12/31/2023 | | Detalus Advisors LLC | 79,671 | $3,807 | 12/31/2023 | | SHM | 79,671 | $3,807 | 12/31/2023 | | Karpus Management Inc. | 78,786 | $3,765 | 12/31/2023 | | SHM | 78,786 | $3,765 | 12/31/2023 | | Chesley Taft & Associates LLC | 78,684 | $3,733 | 03/31/2024 | | SHM | 78,684 | $3,733 | 03/31/2024 | | Confluence Investment Management LLC | 75,554 | $3,584 | 03/31/2024 | | SHM | 75,554 | $3,584 | 03/31/2024 | | Tilson Financial Group Inc. | 71,182 | $3,402 | 12/31/2023 | | SHM | 71,182 | $3,402 | 12/31/2023 | | Eqis Capital Management Inc. | 70,213 | $3,355 | 12/31/2023 | | SHM | 70,213 | $3,355 | 12/31/2023 | | MML Investors Services LLC | 70,078 | $3,349 | 12/31/2023 | | SHM | 70,078 | $3,349 | 12/31/2023 | | One Capital Management LLC | 68,328 | $3,265 | 12/31/2023 | | SHM | 68,328 | $3,265 | 12/31/2023 | | Kestra Advisory Services LLC | 67,941 | $3,247 | 12/31/2023 | | SHM | 67,941 | $3,247 | 12/31/2023 | | Flow Traders U.S. LLC | 67,917 | $3,246 | 12/31/2023 | | SHM | 67,917 | $3,246 | 12/31/2023 | | Steel Peak Wealth Management LLC | 67,994 | $3,226 | 03/31/2024 | | SHM | 67,994 | $3,226 | 03/31/2024 | | Ameraudi Asset Management Inc. | 65,712 | $3,140 | 12/31/2023 | | SHM | 65,712 | $3,140 | 12/31/2023 | | Cerity Partners LLC | 63,980 | $3,058 | 12/31/2023 | | SHM | 63,980 | $3,058 | 12/31/2023 | | Rockefeller Capital Management L.P. | 63,774 | $3,048 | 12/31/2023 | | SHM | 63,774 | $3,048 | 12/31/2023 | | Janney Capital Management LLC | 63,394 | $3,030 | 12/31/2023 | | SHM | 63,394 | $3,030 | 12/31/2023 | | LWS Wealth Advisors Inc. | 63,395 | $3,030 | 12/31/2023 | | SHM | 63,395 | $3,030 | 12/31/2023 | | ST Germain D J Co. Inc. | 63,255 | $3,001 | 03/31/2024 | | SHM | 63,255 | $3,001 | 03/31/2024 | | Private Advisor Group LLC | 61,422 | $2,935 | 12/31/2023 | | SHM | 61,422 | $2,935 | 12/31/2023 | | AE Wealth Management LLC | 61,041 | $2,901 | 12/31/2023 | | SHM | 61,041 | $2,901 | 12/31/2023 | | MBM Wealth Consultants LLC | 60,791 | $2,884 | 03/31/2024 | | SHM | 60,791 | $2,884 | 03/31/2024 | | Captrust Financial Advisors | 59,235 | $2,831 | 12/31/2023 | | SHM | 59,235 | $2,831 | 12/31/2023 | | McAdam LLC | 58,239 | $2,783 | 12/31/2023 | | SHM | 58,239 | $2,783 | 12/31/2023 | | Thrivent Financial for Lutherans | 57,071 | $2,727 | 12/31/2023 | | SHM | 57,071 | $2,727 | 12/31/2023 | | First International Bank & Trust | 57,090 | $2,708 | 03/31/2024 | | SHM | 57,090 | $2,708 | 03/31/2024 | | JFG Wealth Management LLC | 55,770 | $2,665 | 12/31/2023 | | SHM | 55,770 | $2,665 | 12/31/2023 | | LJI Wealth Management LLC | 54,290 | $2,595 | 12/31/2023 | | SHM | 54,290 | $2,595 | 12/31/2023 | | McNaughton Wealth Management LLC | 54,527 | $2,587 | 03/31/2024 | | SHM | 54,527 | $2,587 | 03/31/2024 | | IHT Wealth Management LLC | 54,041 | $2,583 | 12/31/2023 | | SHM | 54,041 | $2,583 | 12/31/2023 | | Eagle Global Advisors LLC | 53,883 | $2,575 | 12/31/2023 | | SHM | 53,883 | $2,575 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 53,810 | $2,572 | 12/31/2023 | | SHM | 53,810 | $2,572 | 12/31/2023 | | CI Private Wealth LLC | 52,078 | $2,489 | 12/31/2023 | | SHM | 52,078 | $2,489 | 12/31/2023 | | Bank of Montreal Can | 51,178 | $2,450 | 12/31/2023 | | SHM | 51,178 | $2,450 | 12/31/2023 | | US Bancorp DE | 50,867 | $2,431 | 12/31/2023 | | SHM | 50,867 | $2,431 | 12/31/2023 | | Telemus Capital LLC | 50,612 | $2,419 | 12/31/2023 | | SHM | 50,612 | $2,419 | 12/31/2023 | | Sykon Capital LLC | 50,612 | $2,419 | 12/31/2023 | | SHM | 50,612 | $2,419 | 12/31/2023 | | Summit Financial LLC | 48,562 | $2,321 | 12/31/2023 | | SHM | 48,562 | $2,321 | 12/31/2023 | | Clifford Group LLC | 48,425 | $2,314 | 12/31/2023 | | SHM | 48,425 | $2,314 | 12/31/2023 | | Meritage Portfolio Management | 48,392 | $2,313 | 12/31/2023 | | SHM | 48,392 | $2,313 | 12/31/2023 | | RiverGlades Family Offices LLC | 46,915 | $2,235 | 12/31/2023 | | SHM | 46,915 | $2,235 | 12/31/2023 | | Kestra Private Wealth Services LLC | 46,716 | $2,233 | 12/31/2023 | | SHM | 46,716 | $2,233 | 12/31/2023 | | SageView Advisory Group LLC | 46,794 | $2,226 | 12/31/2023 | | SHM | 46,794 | $2,226 | 12/31/2023 | | Traveka Wealth LLC | 46,594 | $2,210 | 03/31/2024 | | SHM | 46,594 | $2,210 | 03/31/2024 | | Buckingham Strategic Partners | 45,376 | $2,169 | 12/31/2023 | | SHM | 45,376 | $2,169 | 12/31/2023 | | Tritonpoint Wealth LLC | 42,410 | $2,027 | 12/31/2023 | | SHM | 42,410 | $2,027 | 12/31/2023 | | Baird Financial Group Inc. | 41,017 | $1,960 | 12/31/2023 | | SHM | 41,017 | $1,960 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 40,971 | $1,944 | 03/31/2024 | | SHM | 40,971 | $1,944 | 03/31/2024 | | Parkside Financial Bank & Trust | 39,442 | $1,885 | 12/31/2023 | | SHM | 39,442 | $1,885 | 12/31/2023 | | Taylor Cottrill Erickson & Associates Inc. | 39,447 | $1,885 | 12/31/2023 | | SHM | 39,447 | $1,885 | 12/31/2023 | | Sebold Capital Management Inc. | 39,429 | $1,871 | 03/31/2024 | | SHM | 39,429 | $1,871 | 03/31/2024 | | Bragg Financial Advisors Inc | 38,802 | $1,854 | 12/31/2023 | | SHM | 38,802 | $1,854 | 12/31/2023 | | Alaska Permanent Capital Management | 38,640 | $1,834 | 03/31/2024 | | SHM | 38,640 | $1,834 | 03/31/2024 | | Regal Investment Advisors LLC | 38,252 | $1,828 | 12/31/2023 | | SHM | 38,252 | $1,828 | 12/31/2023 | | Boston Standard Wealth Management LLC | 38,288 | $1,816 | 03/31/2024 | | SHM | 38,288 | $1,816 | 03/31/2024 | | StrategIQ Financial Group LLC | 37,231 | $1,779 | 12/31/2023 | | SHM | 37,231 | $1,779 | 12/31/2023 | | Integrated Wealth Concepts LLC | 34,794 | $1,663 | 12/31/2023 | | SHM | 34,794 | $1,663 | 12/31/2023 | | Premier Path Wealth Partners LLC | 34,789 | $1,645 | 12/31/2023 | | SHM | 34,789 | $1,645 | 12/31/2023 | | Parkside Investments LLC | 34,300 | $1,627 | 03/31/2024 | | SHM | 34,300 | $1,627 | 03/31/2024 | | CNB Bank | 33,925 | $1,621 | 12/31/2023 | | SHM | 33,925 | $1,621 | 12/31/2023 | | FC Advisory LLC | 33,847 | $1,618 | 12/31/2023 | | SHM | 33,847 | $1,618 | 12/31/2023 | | Creative Planning | 33,214 | $1,587 | 12/31/2023 | | SHM | 33,214 | $1,587 | 12/31/2023 | | Hurlow Wealth Management Group Inc. | 33,363 | $1,583 | 03/31/2024 | | SHM | 33,363 | $1,583 | 03/31/2024 | | Grey Fox Wealth Advisors LLC | 33,190 | $1,575 | 03/31/2024 | | SHM | 33,190 | $1,575 | 03/31/2024 | | PrairieView Partners LLC | 32,459 | $1,551 | 12/31/2023 | | SHM | 32,459 | $1,551 | 12/31/2023 | | Rockwood Wealth Management LLC | 32,402 | $1,548 | 12/31/2023 | | SHM | 32,402 | $1,548 | 12/31/2023 | | Equitable Holdings Inc. | 31,961 | $1,527 | 12/31/2023 | | SHM | 31,961 | $1,527 | 12/31/2023 | | Wealthcare Capital Management LLC | 32,094 | $1,523 | 03/31/2024 | | SHM | 32,094 | $1,523 | 03/31/2024 | | Massmutual Trust Co. FSB ADV | 31,792 | $1,508 | 03/31/2024 | | SHM | 31,792 | $1,508 | 03/31/2024 | | RSM US Wealth Management LLC | 31,086 | $1,486 | 12/31/2023 | | SHM | 31,086 | $1,486 | 12/31/2023 | | Opal Wealth Advisors LLC | 31,163 | $1,478 | 03/31/2024 | | SHM | 31,163 | $1,478 | 03/31/2024 | | Legacy Financial Advisors Inc. | 30,019 | $1,435 | 12/31/2023 | | SHM | 30,019 | $1,435 | 12/31/2023 | | Transcendent Capital Group LLC | 29,976 | $1,433 | 12/31/2023 | | SHM | 29,976 | $1,433 | 12/31/2023 | | Westside Investment Management Inc. | 30,071 | $1,427 | 03/31/2024 | | SHM | 30,071 | $1,427 | 03/31/2024 | | Northern Oak Wealth Management Inc. | 29,812 | $1,425 | 12/31/2023 | | SHM | 29,812 | $1,425 | 12/31/2023 | | Brandywine Oak Private Wealth LLC | 29,320 | $1,401 | 12/31/2023 | | SHM | 29,320 | $1,401 | 12/31/2023 | | Strategic Family Wealth Counselors L.L.C. | 28,889 | $1,381 | 12/31/2023 | | SHM | 28,889 | $1,381 | 12/31/2023 | | David Loasby | 28,689 | $1,370 | 12/31/2023 | | SHM | 28,689 | $1,370 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 28,610 | $1,367 | 12/31/2023 | | SHM | 28,610 | $1,367 | 12/31/2023 | | Staley Capital Advisers Inc. | 28,500 | $1,362 | 12/31/2023 | | SHM | 28,500 | $1,362 | 12/31/2023 | | Lazard Asset Management LLC | 27,297 | $1,304 | 12/31/2023 | | SHM | 27,297 | $1,304 | 12/31/2023 | | Juncture Wealth Strategies LLC | 27,319 | $1,296 | 03/31/2024 | | SHM | 27,319 | $1,296 | 03/31/2024 | | Ackerman Capital Advisors LLC | 26,828 | $1,282 | 12/31/2023 | | SHM | 26,828 | $1,282 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 26,231 | $1,254 | 12/31/2023 | | SHM | 26,231 | $1,254 | 12/31/2023 | | Aviance Capital Partners LLC | 26,084 | $1,237 | 03/31/2024 | | SHM | 26,084 | $1,237 | 03/31/2024 | | Mather Group LLC. | 25,596 | $1,223 | 03/31/2024 | | SHM | 25,596 | $1,223 | 03/31/2024 | | CWA Asset Management Group LLC | 25,357 | $1,212 | 12/31/2023 | | SHM | 25,357 | $1,212 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 25,145 | $1,202 | 12/31/2023 | | SHM | 25,145 | $1,202 | 12/31/2023 | | Honkamp Krueger Financial Services Inc. | 25,034 | $1,196 | 12/31/2023 | | SHM | 25,034 | $1,196 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 24,971 | $1,193 | 12/31/2023 | | SHM | 24,971 | $1,193 | 12/31/2023 | | Curbstone Financial Management Corp | 25,000 | $1,186 | 03/31/2024 | | SHM | 25,000 | $1,186 | 03/31/2024 | | Modera Wealth Management LLC | 24,597 | $1,175 | 12/31/2023 | | SHM | 24,597 | $1,175 | 12/31/2023 | | Laurel Wealth Planning LLC | 24,298 | $1,161 | 12/31/2023 | | SHM | 24,298 | $1,161 | 12/31/2023 | | Vision Capital Management Inc. | 24,245 | $1,159 | 12/31/2023 | | SHM | 24,245 | $1,159 | 12/31/2023 | | Perigon Wealth Management LLC | 23,763 | $1,136 | 12/31/2023 | | SHM | 23,763 | $1,136 | 12/31/2023 | | Ritholtz Wealth Management | 23,597 | $1,128 | 12/31/2023 | | SHM | 23,597 | $1,128 | 12/31/2023 | | Global Wealth Strategies & Associates | 23,185 | $1,100 | 03/31/2024 | | SHM | 23,185 | $1,100 | 03/31/2024 | | Freestone Capital Holdings LLC | 22,478 | $1,074 | 12/31/2023 | | SHM | 22,478 | $1,074 | 12/31/2023 | | Brown Wealth Management LLC | 22,386 | $1,070 | 12/31/2023 | | SHM | 22,386 | $1,070 | 12/31/2023 | | TRUE Private Wealth Advisors | 22,100 | $1,056 | 12/31/2023 | | SHM | 22,100 | $1,056 | 12/31/2023 | | Prosperity Planning Inc. | 22,232 | $1,055 | 03/31/2024 | | SHM | 22,232 | $1,055 | 03/31/2024 | | Main Street Financial Solutions LLC | 22,046 | $1,054 | 12/31/2023 | | SHM | 22,046 | $1,054 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 21,717 | $1,038 | 12/31/2023 | | SHM | 21,717 | $1,038 | 12/31/2023 | | Prudential Financial Inc. | 21,567 | $1,031 | 12/31/2023 | | SHM | 21,567 | $1,031 | 12/31/2023 | | Clearwater Capital Advisors LLC | 21,375 | $1,022 | 12/31/2023 | | SHM | 21,375 | $1,022 | 12/31/2023 | | Townsquare Capital LLC | 20,994 | $1,003 | 12/31/2023 | | SHM | 20,994 | $1,003 | 12/31/2023 | | WASHINGTON TRUST Co | 20,865 | $997 | 12/31/2023 | | SHM | 20,865 | $997 | 12/31/2023 | | Mutual Advisors LLC | 20,248 | $968 | 12/31/2023 | | SHM | 20,248 | $968 | 12/31/2023 | | Investment Partners LTD. | 20,341 | $965 | 03/31/2024 | | SHM | 20,341 | $965 | 03/31/2024 | | Omega Financial Group LLC | 20,268 | $962 | 03/31/2024 | | SHM | 20,268 | $962 | 03/31/2024 | | NewEdge Wealth LLC | 19,810 | $947 | 12/31/2023 | | SHM | 19,810 | $947 | 12/31/2023 | | Dakota Wealth Management | 19,759 | $944 | 12/31/2023 | | SHM | 19,759 | $944 | 12/31/2023 | | Cliftonlarsonallen Wealth Advisors LLC | 19,074 | $912 | 12/31/2023 | | SHM | 19,074 | $912 | 12/31/2023 | | Idaho Trust Bank | 19,060 | $911 | 12/31/2023 | | SHM | 19,060 | $911 | 12/31/2023 | | D.A. Davidson & CO. | 18,815 | $899 | 12/31/2023 | | SHM | 18,815 | $899 | 12/31/2023 | | Country Club Bank GFN | 18,752 | $897 | 12/31/2023 | | SHM | 18,752 | $897 | 12/31/2023 | | Friedenthal Financial | 18,594 | $889 | 12/31/2023 | | SHM | 18,594 | $889 | 12/31/2023 | | Financial Strategies Group Inc. | 18,665 | $882 | 03/31/2024 | | SHM | 18,665 | $882 | 03/31/2024 | | Sontag Advisory LLC | 18,162 | $868 | 12/31/2023 | | SHM | 18,162 | $868 | 12/31/2023 | | Vista Investment Management | 18,170 | $868 | 12/31/2023 | | SHM | 18,170 | $868 | 12/31/2023 | | Sunflower Bank N.A. | 18,222 | $864 | 03/31/2024 | | SHM | 18,222 | $864 | 03/31/2024 | | Versant Capital Management Inc | 18,071 | $857 | 03/31/2024 | | SHM | 18,071 | $857 | 03/31/2024 | | One Wealth Advisors LLC | 18,027 | $855 | 03/31/2024 | | SHM | 18,027 | $855 | 03/31/2024 | | IFG Advisory LLC | 17,608 | $841 | 12/31/2023 | | SHM | 17,608 | $841 | 12/31/2023 | | Ironwood Wealth Management LLC. | 17,616 | $836 | 03/31/2024 | | SHM | 17,616 | $836 | 03/31/2024 | | PFW Advisors LLC | 17,432 | $827 | 03/31/2024 | | SHM | 17,432 | $827 | 03/31/2024 | | PAX Financial Group LLC | 17,177 | $818 | 12/31/2023 | | SHM | 17,177 | $818 | 12/31/2023 | | KM Capital Management Ltd. | 17,026 | $814 | 12/31/2023 | | SHM | 17,026 | $814 | 12/31/2023 | | Jefferies Financial Group Inc. | 16,965 | $811 | 12/31/2023 | | SHM | 16,965 | $811 | 12/31/2023 | | Concurrent Investment Advisors LLC | 16,685 | $797 | 12/31/2023 | | SHM | 16,685 | $797 | 12/31/2023 | | Howe & Rusling Inc. | 16,647 | $796 | 12/31/2023 | | SHM | 16,647 | $796 | 12/31/2023 | | Blair William & Co. IL | 15,685 | $750 | 12/31/2023 | | SHM | 15,685 | $750 | 12/31/2023 | | Burt Wealth Advisors | 15,715 | $746 | 03/31/2024 | | SHM | 15,715 | $746 | 03/31/2024 | | Leavell Investment Management Inc. | 15,600 | $746 | 12/31/2023 | | SHM | 15,600 | $746 | 12/31/2023 | | Haverford Trust Co. | 15,519 | $742 | 12/31/2023 | | SHM | 15,519 | $742 | 12/31/2023 | | Bank of New York Mellon Corp | 15,007 | $717 | 12/31/2023 | | SHM | 15,007 | $717 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 14,901 | $712 | 12/31/2023 | | SHM | 14,901 | $712 | 12/31/2023 | | Jentner Corp | 14,900 | $712 | 12/31/2023 | | SHM | 14,900 | $712 | 12/31/2023 | | BCS Wealth Management | 14,671 | $696 | 03/31/2024 | | SHM | 14,671 | $696 | 03/31/2024 | | Mayflower Financial Advisors LLC | 14,446 | $690 | 12/31/2023 | | SHM | 14,446 | $690 | 12/31/2023 | | Monticello Wealth Management LLC | 14,402 | $688 | 12/31/2023 | | SHM | 14,402 | $688 | 12/31/2023 | | Savant Capital LLC | 14,138 | $676 | 12/31/2023 | | SHM | 14,138 | $676 | 12/31/2023 | | One Degree Advisors Inc | 14,055 | $668 | 12/31/2023 | | SHM | 14,055 | $668 | 12/31/2023 | | WCG Wealth Advisors LLC | 13,779 | $658 | 12/31/2023 | | SHM | 13,779 | $658 | 12/31/2023 | | MMA Asset Management LLC | 13,813 | $657 | 12/31/2023 | | SHM | 13,813 | $657 | 12/31/2023 | | Moseley Investment Management Inc. | 13,824 | $656 | 03/31/2024 | | SHM | 13,824 | $656 | 03/31/2024 | | Bristlecone Advisors LLC | 13,624 | $651 | 12/31/2023 | | SHM | 13,624 | $651 | 12/31/2023 | | First Affirmative Financial Network | 13,645 | $647 | 03/31/2024 | | SHM | 13,645 | $647 | 03/31/2024 | | Continuum Advisory LLC | 13,537 | $647 | 12/31/2023 | | SHM | 13,537 | $647 | 12/31/2023 | | Strategic Blueprint LLC | 13,494 | $645 | 12/31/2023 | | SHM | 13,494 | $645 | 12/31/2023 | | Merit Financial Group LLC | 13,392 | $640 | 12/31/2023 | | SHM | 13,392 | $640 | 12/31/2023 | | Cypress Financial Planning LLC | 13,299 | $631 | 03/31/2024 | | SHM | 13,299 | $631 | 03/31/2024 | | Riversedge Advisors LLC | 13,140 | $628 | 12/31/2023 | | SHM | 13,140 | $628 | 12/31/2023 | | Cetera Advisors LLC | 12,839 | $614 | 12/31/2023 | | SHM | 12,839 | $614 | 12/31/2023 | | Capital Advisors Ltd. LLC | 12,908 | $612 | 03/31/2024 | | SHM | 12,908 | $612 | 03/31/2024 | | Prairiewood Capital LLC | 12,735 | $609 | 12/31/2023 | | SHM | 12,735 | $609 | 12/31/2023 | | Bailard Inc. | 12,722 | $608 | 12/31/2023 | | SHM | 12,722 | $608 | 12/31/2023 | | Susquehanna International Group LLP | 11,940 | $571 | 12/31/2023 | | SHM | 11,940 | $571 | 12/31/2023 | | GAMMA Investing LLC | 12,019 | $570 | 03/31/2024 | | SHM | 12,019 | $570 | 03/31/2024 | | Altus Wealth Management LLC | 11,989 | $569 | 03/31/2024 | | SHM | 11,989 | $569 | 03/31/2024 | | Proquility Private Wealth Partners LLC | 11,845 | $566 | 12/31/2023 | | SHM | 11,845 | $566 | 12/31/2023 | | Evensky & Katz LLC | 11,571 | $549 | 03/31/2024 | | SHM | 11,571 | $549 | 03/31/2024 | | Apexium Financial LP | 11,547 | $548 | 03/31/2024 | | SHM | 11,547 | $548 | 03/31/2024 | | Equita Financial Network Inc. | 11,167 | $534 | 12/31/2023 | | SHM | 11,167 | $534 | 12/31/2023 | | RMR Wealth Builders | 11,238 | $533 | 03/31/2024 | | SHM | 11,238 | $533 | 03/31/2024 | | Janney Montgomery Scott LLC | 10,677 | $510 | 12/31/2023 | | SHM | 10,677 | $510 | 12/31/2023 | | Canvas Wealth Advisors LLC | 10,609 | $506 | 12/31/2023 | | SHM | 10,609 | $506 | 12/31/2023 | | Northwest Wealth Management LLC | 10,557 | $505 | 12/31/2023 | | SHM | 10,557 | $505 | 12/31/2023 | | Dorsey & Whitney Trust CO LLC | 10,399 | $497 | 12/31/2023 | | SHM | 10,399 | $497 | 12/31/2023 | | Raymond James Trust N.A. | 10,378 | $496 | 12/31/2023 | | SHM | 10,378 | $496 | 12/31/2023 | | IFG Advisors LLC | 10,246 | $490 | 12/31/2023 | | SHM | 10,246 | $490 | 12/31/2023 | | Principal Securities Inc. | 10,186 | $487 | 12/31/2023 | | SHM | 10,186 | $487 | 12/31/2023 | | Stratos Wealth Partners LTD. | 10,237 | $486 | 03/31/2024 | | SHM | 10,237 | $486 | 03/31/2024 | | Advisory Services Network LLC | 10,164 | $486 | 12/31/2023 | | SHM | 10,164 | $486 | 12/31/2023 | | J.W. Cole Advisors Inc. | 10,085 | $482 | 12/31/2023 | | SHM | 10,085 | $482 | 12/31/2023 | | ERTS Wealth Advisors LLC | 10,054 | $480 | 12/31/2023 | | SHM | 10,054 | $480 | 12/31/2023 | | Rehmann Capital Advisory Group | 10,023 | $479 | 12/31/2023 | | SHM | 10,023 | $479 | 12/31/2023 | | HCR Wealth Advisors | 10,000 | $478 | 12/31/2023 | | SHM | 10,000 | $478 | 12/31/2023 | | Lakeview Capital Partners LLC | 9,931 | $475 | 12/31/2023 | | SHM | 9,931 | $475 | 12/31/2023 | | Anson Capital Inc. | 9,802 | $468 | 12/31/2023 | | SHM | 9,802 | $468 | 12/31/2023 | | Wedbush Securities Inc. | 9,779 | $467 | 12/31/2023 | | SHM | 9,779 | $467 | 12/31/2023 | | Keebeck Wealth Management LLC | 9,442 | $451 | 12/31/2023 | | SHM | 9,442 | $451 | 12/31/2023 | | Advisor Resource Council | 9,325 | $446 | 03/31/2024 | | SHM | 9,325 | $446 | 03/31/2024 | | XML Financial LLC | 9,314 | $445 | 12/31/2023 | | SHM | 9,314 | $445 | 12/31/2023 | | N.E.W. Advisory Services LLC | 9,309 | $445 | 12/31/2023 | | SHM | 9,309 | $445 | 12/31/2023 | | Relative Value Partners Group LLC | 9,217 | $440 | 12/31/2023 | | SHM | 9,217 | $440 | 12/31/2023 | | Wealth Management Resources Inc. | 9,250 | $439 | 03/31/2024 | | SHM | 9,250 | $439 | 03/31/2024 | | Redhawk Wealth Advisors Inc. | 9,134 | $437 | 12/31/2023 | | SHM | 9,134 | $437 | 12/31/2023 | | Axxcess Wealth Management LLC | 9,129 | $436 | 12/31/2023 | | SHM | 9,129 | $436 | 12/31/2023 | | Per Stirling Capital Management LLC. | 8,903 | $425 | 12/31/2023 | | SHM | 8,903 | $425 | 12/31/2023 | | Agate Pass Investment Management LLC | 8,903 | $422 | 03/31/2024 | | SHM | 8,903 | $422 | 03/31/2024 | | Traverso Chambers Private Wealth Management LLC | 8,605 | $411 | 12/31/2023 | | SHM | 8,605 | $411 | 12/31/2023 | | Sepio Capital LP | 8,531 | $408 | 12/31/2023 | | SHM | 8,531 | $408 | 12/31/2023 | | Rock Point Advisors LLC | 8,500 | $406 | 12/31/2023 | | SHM | 8,500 | $406 | 12/31/2023 | | Osborne Partners Capital Management LLC | 8,415 | $402 | 12/31/2023 | | SHM | 8,415 | $402 | 12/31/2023 | | Sheets Smith Wealth Management | 8,403 | $402 | 12/31/2023 | | SHM | 8,403 | $402 | 12/31/2023 | | Advisors Capital Management LLC | 8,406 | $402 | 12/31/2023 | | SHM | 8,406 | $402 | 12/31/2023 | | Dfpg Investments LLC | 8,304 | $398 | 12/31/2023 | | SHM | 8,304 | $398 | 12/31/2023 | | MY Wealth Management Inc. | 8,135 | $389 | 12/31/2023 | | SHM | 8,135 | $389 | 12/31/2023 | | Huntington National Bank | 8,106 | $387 | 12/31/2023 | | SHM | 8,106 | $387 | 12/31/2023 | | Mason & Associates Inc | 8,090 | $387 | 12/31/2023 | | SHM | 8,090 | $387 | 12/31/2023 | | Wellington Shields Capital Management LLC | 8,000 | $382 | 12/31/2023 | | SHM | 8,000 | $382 | 12/31/2023 | | Heritage Wealth Management Inc. CA | 7,951 | $380 | 12/31/2023 | | SHM | 7,951 | $380 | 12/31/2023 | | Global Retirement Partners LLC | 7,946 | $378 | 12/31/2023 | | SHM | 7,946 | $378 | 12/31/2023 | | Bartlett & Co. LLC | 7,686 | $368 | 12/31/2023 | | SHM | 7,686 | $368 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 7,686 | $368 | 12/31/2023 | | SHM | 7,686 | $368 | 12/31/2023 | | Keystone Financial Group | 7,588 | $363 | 12/31/2023 | | SHM | 7,588 | $363 | 12/31/2023 | | Tennessee Valley Asset Management Partners | 7,489 | $358 | 12/31/2023 | | SHM | 7,489 | $358 | 12/31/2023 | | First Horizon Advisors Inc. | 7,422 | $355 | 12/31/2023 | | SHM | 7,422 | $355 | 12/31/2023 | | Sightline Wealth Advisors LLC | 7,421 | $355 | 12/31/2023 | | SHM | 7,421 | $355 | 12/31/2023 | | CAP Partners LLC | 7,463 | $354 | 03/31/2024 | | SHM | 7,463 | $354 | 03/31/2024 | | Ascent Group LLC | 7,318 | $349 | 12/31/2023 | | SHM | 7,318 | $349 | 12/31/2023 | | Icon Wealth Advisors LLC | 7,271 | $347 | 12/31/2023 | | SHM | 7,271 | $347 | 12/31/2023 | | Synovus Financial Corp | 7,109 | $340 | 12/31/2023 | | SHM | 7,109 | $340 | 12/31/2023 | | Disciplined Investments LLC | 7,140 | $339 | 03/31/2024 | | SHM | 7,140 | $339 | 03/31/2024 | | Exchange Capital Management Inc. | 7,065 | $335 | 03/31/2024 | | SHM | 7,065 | $335 | 03/31/2024 | | Heritage Investors Management Corp | 7,000 | $335 | 12/31/2023 | | SHM | 7,000 | $335 | 12/31/2023 | | Keybank National Association OH | 7,000 | $335 | 12/31/2023 | | SHM | 7,000 | $335 | 12/31/2023 | | Prospera Financial Services Inc | 6,959 | $333 | 12/31/2023 | | SHM | 6,959 | $333 | 12/31/2023 | | Diligent Investors LLC | 6,948 | $332 | 12/31/2023 | | SHM | 6,948 | $332 | 12/31/2023 | | Level Four Advisory Services LLC | 6,926 | $331 | 12/31/2023 | | SHM | 6,926 | $331 | 12/31/2023 | | JFS Wealth Advisors LLC | 6,896 | $330 | 12/31/2023 | | SHM | 6,896 | $330 | 12/31/2023 | | Parallel Advisors LLC | 6,909 | $330 | 12/31/2023 | | SHM | 6,909 | $330 | 12/31/2023 | | BIP Wealth LLC | 6,854 | $328 | 12/31/2023 | | SHM | 6,854 | $328 | 12/31/2023 | | Green Harvest Asset Management LLC | 6,807 | $325 | 12/31/2023 | | SHM | 6,807 | $325 | 12/31/2023 | | EverSource Wealth Advisors LLC | 6,729 | $322 | 12/31/2023 | | SHM | 6,729 | $322 | 12/31/2023 | | Intellectus Partners LLC | 6,609 | $316 | 12/31/2023 | | SHM | 6,609 | $316 | 12/31/2023 | | Sharkey Howes & Javer | 6,640 | $315 | 03/31/2024 | | SHM | 6,640 | $315 | 03/31/2024 | | SRS Capital Advisors Inc. | 6,572 | $314 | 12/31/2023 | | SHM | 6,572 | $314 | 12/31/2023 | | Venturi Wealth Management LLC | 6,550 | $313 | 12/31/2023 | | SHM | 6,550 | $313 | 12/31/2023 | | Rosenberg Matthew Hamilton | 6,552 | $313 | 12/31/2023 | | SHM | 6,552 | $313 | 12/31/2023 | | Evermay Wealth Management LLC | 6,482 | $310 | 12/31/2023 | | SHM | 6,482 | $310 | 12/31/2023 | | Atria Wealth Solutions Inc. | 6,457 | $309 | 12/31/2023 | | SHM | 6,457 | $309 | 12/31/2023 | | Castle Rock Wealth Management LLC | 6,400 | $306 | 12/31/2023 | | SHM | 6,400 | $306 | 12/31/2023 | | Pinnacle Financial Partners Inc. | 6,226 | $298 | 12/31/2023 | | SHM | 6,226 | $298 | 12/31/2023 | | Strategic Financial Concepts LLC | 5,914 | $283 | 12/31/2023 | | SHM | 5,914 | $283 | 12/31/2023 | | Rockland Trust Co. | 5,915 | $281 | 03/31/2024 | | SHM | 5,915 | $281 | 03/31/2024 | | Essex Financial Services Inc. | 5,872 | $281 | 12/31/2023 | | SHM | 5,872 | $281 | 12/31/2023 | | Evergreen Capital Management LLC | 5,766 | $276 | 12/31/2023 | | SHM | 5,766 | $276 | 12/31/2023 | | Citizens & Northern Corp | 5,732 | $274 | 12/31/2023 | | SHM | 5,732 | $274 | 12/31/2023 | | Adviser Investments LLC | 5,740 | $274 | 12/31/2023 | | SHM | 5,740 | $274 | 12/31/2023 | | Fifth Third Securities Inc. | 5,669 | $269 | 03/31/2024 | | SHM | 5,669 | $269 | 03/31/2024 | | BKA Wealth Consulting Inc. | 5,635 | $267 | 03/31/2024 | | SHM | 5,635 | $267 | 03/31/2024 | | Great Valley Advisor Group Inc. | 5,564 | $265 | 12/31/2023 | | SHM | 5,564 | $265 | 12/31/2023 | | Arete Wealth Advisors LLC | 5,514 | $264 | 12/31/2023 | | SHM | 5,514 | $264 | 12/31/2023 | | Kraft Davis & Associates LLC | 5,535 | $263 | 12/31/2023 | | SHM | 5,535 | $263 | 12/31/2023 | | Visionary Wealth Advisors | 5,448 | $260 | 12/31/2023 | | SHM | 5,448 | $260 | 12/31/2023 | | AMG National Trust Bank | 5,427 | $259 | 12/31/2023 | | SHM | 5,427 | $259 | 12/31/2023 | | Vivaldi Capital Management LLC | 5,390 | $256 | 12/31/2023 | | SHM | 5,390 | $256 | 12/31/2023 | | Hengehold Capital Management LLC | 5,290 | $251 | 03/31/2024 | | SHM | 5,290 | $251 | 03/31/2024 | | Auour Investments LLC | 5,241 | $249 | 12/31/2023 | | SHM | 5,241 | $249 | 12/31/2023 | | ARK & TLK Investments LLC | 5,063 | $242 | 12/31/2023 | | SHM | 5,063 | $242 | 12/31/2023 | | Spire Wealth Management | 4,963 | $236 | 12/31/2023 | | SHM | 4,963 | $236 | 12/31/2023 | | Beacon Bridge Wealth Partners LLC | 4,864 | $232 | 12/31/2023 | | SHM | 4,864 | $232 | 12/31/2023 | | Shared Vision Wealth Group LLC | 4,842 | $231 | 12/31/2023 | | SHM | 4,842 | $231 | 12/31/2023 | | Aveo Capital Partners LLC | 4,787 | $229 | 12/31/2023 | | SHM | 4,787 | $229 | 12/31/2023 | | WealthShield Partners LLC | 4,782 | $229 | 12/31/2023 | | SHM | 4,782 | $229 | 12/31/2023 | | Myecfo LLC | 4,800 | $228 | 03/31/2024 | | SHM | 4,800 | $228 | 03/31/2024 | | FMR LLC | 4,738 | $226 | 12/31/2023 | | SHM | 4,738 | $226 | 12/31/2023 | | Global Wealth Management Investment Advisory Inc. | 4,700 | $225 | 12/31/2023 | | SHM | 4,700 | $225 | 12/31/2023 | | GLOBALT Investments LLC GA | 4,685 | $224 | 12/31/2023 | | SHM | 4,685 | $224 | 12/31/2023 | | Kingsview Wealth Management LLC | 4,671 | $223 | 12/31/2023 | | SHM | 4,671 | $223 | 12/31/2023 | | National Asset Management Inc. | 4,621 | $221 | 12/31/2023 | | SHM | 4,621 | $221 | 12/31/2023 | | True Vision MN LLC | 4,453 | $213 | 12/31/2023 | | SHM | 4,453 | $213 | 12/31/2023 | | Transcend Wealth Collective LLC | 4,440 | $212 | 12/31/2023 | | SHM | 4,440 | $212 | 12/31/2023 | | OneAscent Financial Services LLC | 4,445 | $211 | 03/31/2024 | | SHM | 4,445 | $211 | 03/31/2024 | | Octavia Wealth Advisors LLC | 4,452 | $211 | 03/31/2024 | | SHM | 4,452 | $211 | 03/31/2024 | | FDx Advisors Inc. | 4,406 | $211 | 12/31/2023 | | SHM | 4,406 | $211 | 12/31/2023 | | HRT Financial LP | 4,398 | $210 | 12/31/2023 | | SHM | 4,398 | $210 | 12/31/2023 | | Tidemark LLC | 4,247 | $203 | 12/31/2023 | | SHM | 4,247 | $203 | 12/31/2023 | | First United Bank Trust | 3,885 | $186 | 12/31/2023 | | SHM | 3,885 | $186 | 12/31/2023 | | CX Institutional | 3,691 | $175 | 03/31/2024 | | SHM | 3,691 | $175 | 03/31/2024 | | Richardson Financial Services Inc. | 3,659 | $175 | 12/31/2023 | | SHM | 3,659 | $175 | 12/31/2023 | | Bfsg LLC | 3,460 | $165 | 12/31/2023 | | SHM | 3,460 | $165 | 12/31/2023 | | MTM Investment Management LLC | 3,459 | $165 | 12/31/2023 | | SHM | 3,459 | $165 | 12/31/2023 | | Deutsche Bank AG | 2,869 | $137 | 12/31/2023 | | SHM | 2,869 | $137 | 12/31/2023 | | Ameritas Investment Partners Inc. | 2,850 | $136 | 12/31/2023 | | SHM | 2,850 | $136 | 12/31/2023 | | JNBA Financial Advisors | 2,720 | $130 | 12/31/2023 | | SHM | 2,720 | $130 | 12/31/2023 | | Harbour Investments Inc. | 2,639 | $126 | 12/31/2023 | | SHM | 2,639 | $126 | 12/31/2023 | | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,500 | $119 | 12/31/2023 | | SHM | 2,500 | $119 | 12/31/2023 | | BlackRock Inc. | 2,476 | $118 | 12/31/2023 | | SHM | 2,476 | $118 | 12/31/2023 | | Tanglewood Legacy Advisors LLC | 2,453 | $116 | 03/31/2024 | | SHM | 2,453 | $116 | 03/31/2024 | | Carmichael Hill & Associates Inc. | 2,263 | $108 | 12/31/2023 | | SHM | 2,263 | $108 | 12/31/2023 | | Migdal Insurance & Financial Holdings Ltd. | 2,100 | $100 | 12/31/2023 | | SHM | 2,100 | $100 | 12/31/2023 | | Hallmark Capital Management Inc. | 2,058 | $98 | 12/31/2023 | | SHM | 2,058 | $98 | 12/31/2023 | | Private Ocean LLC | 2,046 | $97 | 03/31/2024 | | SHM | 2,046 | $97 | 03/31/2024 | | Western Pacific Wealth Management LP | 2,000 | $96 | 12/31/2023 | | SHM | 2,000 | $96 | 12/31/2023 | | Whittier Trust Co. | 1,834 | $88 | 12/31/2023 | | SHM | 1,834 | $88 | 12/31/2023 | | Main Street Group LTD | 1,836 | $88 | 12/31/2023 | | SHM | 1,836 | $88 | 12/31/2023 | | Aptus Capital Advisors LLC | 1,612 | $77 | 12/31/2023 | | SHM | 1,612 | $77 | 12/31/2023 | | Running Point Capital Advisors LLC | 1,371 | $66 | 12/31/2023 | | SHM | 1,371 | $66 | 12/31/2023 | | Blume Capital Management Inc. | 1,348 | $64 | 12/31/2023 | | SHM | 1,348 | $64 | 12/31/2023 | | TD Capital Management LLC | 1,324 | $63 | 12/31/2023 | | SHM | 1,324 | $63 | 12/31/2023 | | United Community Bank | 1,325 | $63 | 12/31/2023 | | SHM | 1,325 | $63 | 12/31/2023 | | Keener Financial Planning LLC | 1,238 | $59 | 12/31/2023 | | SHM | 1,238 | $59 | 12/31/2023 | | CVA Family Office LLC | 1,115 | $53 | 03/31/2024 | | SHM | 1,115 | $53 | 03/31/2024 | | Private Wealth Management Group LLC | 1,017 | $49 | 12/31/2023 | | SHM | 1,017 | $49 | 12/31/2023 | | Oakworth Capital Inc. | 1,012 | $48 | 12/31/2023 | | SHM | 1,012 | $48 | 12/31/2023 | | Pinnacle Bank | 963 | $46 | 03/31/2024 | | SHM | 963 | $46 | 03/31/2024 | | Winthrop Capital Management LLC | 867 | $41 | 12/31/2023 | | SHM | 867 | $41 | 12/31/2023 | | Morton Brown Family Wealth LLC | 766 | $37 | 12/31/2023 | | SHM | 766 | $37 | 12/31/2023 | | Geneos Wealth Management Inc. | 718 | $34 | 12/31/2023 | | SHM | 718 | $34 | 12/31/2023 | | NBC Securities Inc. | 706 | $33 | 03/31/2024 | | SHM | 706 | $33 | 03/31/2024 | | Annapolis Financial Services LLC | 581 | $28 | 03/31/2024 | | SHM | 581 | $28 | 03/31/2024 | | Independence Bank of Kentucky | 545 | $26 | 03/31/2024 | | SHM | 545 | $26 | 03/31/2024 | | Davis Capital Management | 550 | $26 | 03/31/2024 | | SHM | 550 | $26 | 03/31/2024 | | Hollencrest Capital Management | 533 | $25 | 12/31/2023 | | SHM | 533 | $25 | 12/31/2023 | | Private Trust Co. NA | 500 | $24 | 12/31/2023 | | SHM | 500 | $24 | 12/31/2023 | | Capital Investment Advisory Services LLC | 500 | $24 | 12/31/2023 | | SHM | 500 | $24 | 12/31/2023 | | Wetzel Investment Advisors Inc. | 500 | $24 | 12/31/2023 | | SHM | 500 | $24 | 12/31/2023 | | Bangor Savings Bank | 446 | $21 | 03/31/2024 | | SHM | 446 | $21 | 03/31/2024 | | Woodmont Investment Counsel LLC | 424 | $20 | 03/31/2024 | | SHM | 424 | $20 | 03/31/2024 | | McIlrath & Eck LLC | 427 | $20 | 12/31/2023 | | SHM | 427 | $20 | 12/31/2023 | | AllSquare Wealth Management LLC | 400 | $19 | 12/31/2023 | | SHM | 400 | $19 | 12/31/2023 | | IFP Advisors Inc | 371 | $18 | 12/31/2023 | | SHM | 371 | $18 | 12/31/2023 | | Whittier Trust Co. of Nevada Inc. | 325 | $16 | 12/31/2023 | | SHM | 325 | $16 | 12/31/2023 | | Rise Advisors LLC | 307 | $15 | 03/31/2024 | | SHM | 307 | $15 | 03/31/2024 | | Balentine LLC | 281 | $13 | 12/31/2023 | | SHM | 281 | $13 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 250 | $12 | 03/31/2024 | | SHM | 250 | $12 | 03/31/2024 | | Fifth Third Bancorp | 231 | $11 | 12/31/2023 | | SHM | 231 | $11 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 224 | $10 | 12/31/2023 | | SHM | 224 | $10 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 190 | $9 | 12/31/2023 | | SHM | 190 | $9 | 12/31/2023 | | Aspire Private Capital LLC | 145 | $7 | 03/31/2024 | | SHM | 145 | $7 | 03/31/2024 | | Penserra Capital Management LLC | 155 | $7 | 12/31/2023 | | SHM | 155 | $7 | 12/31/2023 | | Ronald Blue Trust Inc. | 151 | $7 | 12/31/2023 | | SHM | 151 | $7 | 12/31/2023 | | Front Row Advisors LLC | 120 | $6 | 12/31/2023 | | SHM | 120 | $6 | 12/31/2023 | | LGT Financial Advisors LLC | 122 | $6 | 12/31/2023 | | SHM | 122 | $6 | 12/31/2023 | | Sunbelt Securities Inc. | 34 | $2 | 03/31/2024 | | SHM | 34 | $2 | 03/31/2024 | | Iron Horse Wealth Management LLC | 46 | $2 | 03/31/2024 | | SHM | 46 | $2 | 03/31/2024 | | Signaturefd LLC | 39 | $2 | 12/31/2023 | | SHM | 39 | $2 | 12/31/2023 | | FSA Wealth Management LLC | 40 | $2 | 12/31/2023 | | SHM | 40 | $2 | 12/31/2023 | | Signature Resources Capital Management LLC | 22 | $1 | 03/31/2024 | | SHM | 22 | $1 | 03/31/2024 | | BNP Paribas Arbitrage SA | 22 | $1 | 12/31/2023 | | SHM | 22 | $1 | 12/31/2023 | | Goodman Advisory Group LLC | 24 | $1 | 12/31/2023 | | SHM | 24 | $1 | 12/31/2023 | | Tucker Asset Management LLC | 11 | $1 | 12/31/2023 | | SHM | 11 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | SHM | 0 | $0 | 12/31/2023 | | Clear Street Markets LLC | 1 | $0 | 12/31/2023 | | SHM | 1 | $0 | 12/31/2023 | | Tower Research Capital LLC TRC | 9 | $0 | 12/31/2023 | | SHM | 9 | $0 | 12/31/2023 | | First Pacific Financial | 9 | $0 | 12/31/2023 | | SHM | 9 | $0 | 12/31/2023 | | Family Asset Management LLC | 0 | $0 | 12/31/2023 | | SHM | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SHM
See Details: Top 10 Hedge Funds Holding SHM
Also See: SHM Holdings Changes
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