HoldingsChannel.com
On this page, we present all of the funds holding ESGD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ESGD, with a link to that fund's top holdings. The next columns indicate the amount of ESGD stock held by each of the funds holding ESGD, followed by the ESGD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 564 funds holding ESGD 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 ESGD), click the fund name in the "Holder" column of the funds-holding-ESGD table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of America Corp DE | 9,181,324 | $693,557 | 12/31/2023 |
| ESGD | 9,181,324 | $693,557 | 12/31/2023 |
| JPMorgan Chase & Co. | 6,043,119 | $456,497 | 12/31/2023 |
| ESGD | 6,043,119 | $456,497 | 12/31/2023 |
| Empower Advisory Group LLC | 5,999,761 | $453,222 | 12/31/2023 |
| ESGD | 5,999,761 | $453,222 | 12/31/2023 |
| TIAA Trust National Association | 4,968,707 | $375,336 | 12/31/2023 |
| ESGD | 4,968,707 | $375,336 | 12/31/2023 |
| Morgan Stanley | 4,875,766 | $368,315 | 12/31/2023 |
| ESGD | 4,875,766 | $368,315 | 12/31/2023 |
| Betterment LLC | 3,836,523 | $289,811 | 12/31/2023 |
| ESGD | 3,836,523 | $289,811 | 12/31/2023 |
| Northern Trust Corp | 3,367,218 | $254,360 | 12/31/2023 |
| ESGD | 3,367,218 | $254,360 | 12/31/2023 |
| Fifth Third Bancorp | 1,948,793 | $155,728 | 03/31/2024 |
| ESGD | 1,948,793 | $155,728 | 03/31/2024 |
| Ameriprise Financial Inc. | 2,025,486 | $152,938 | 12/31/2023 |
| ESGD | 2,025,486 | $152,938 | 12/31/2023 |
| Commonwealth Equity Services LLC | 1,750,354 | $132,222 | 12/31/2023 |
| ESGD | 1,750,354 | $132,222 | 12/31/2023 |
| Wells Fargo & Company MN | 1,626,367 | $122,856 | 12/31/2023 |
| ESGD | 1,626,367 | $122,856 | 12/31/2023 |
| BlackRock Inc. | 1,617,091 | $122,155 | 12/31/2023 |
| ESGD | 1,617,091 | $122,155 | 12/31/2023 |
| Goldman Sachs Group Inc. | 1,612,149 | $121,782 | 12/31/2023 |
| ESGD | 1,612,149 | $121,782 | 12/31/2023 |
| UBS Group AG | 1,523,024 | $115,049 | 12/31/2023 |
| ESGD | 1,523,024 | $115,049 | 12/31/2023 |
| Envestnet Asset Management Inc. | 1,472,406 | $111,226 | 12/31/2023 |
| ESGD | 1,472,406 | $111,226 | 12/31/2023 |
| Putnam FL Investment Management Co. | 1,316,915 | $99,480 | 12/31/2023 |
| ESGD | 1,316,915 | $99,480 | 12/31/2023 |
| Acorns Advisers LLC | 1,181,843 | $89,276 | 12/31/2023 |
| ESGD | 1,181,843 | $89,276 | 12/31/2023 |
| Spinnaker Trust | 1,173,839 | $88,672 | 12/31/2023 |
| ESGD | 1,173,839 | $88,672 | 12/31/2023 |
| Wealthfront Advisers LLC | 1,092,361 | $87,291 | 03/31/2024 |
| ESGD | 1,092,361 | $87,291 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 826,962 | $62,467 | 12/31/2023 |
| ESGD | 826,962 | $62,467 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 800,912 | $60,501 | 12/31/2023 |
| ESGD | 800,912 | $60,501 | 12/31/2023 |
| US Bancorp DE | 798,067 | $60,286 | 12/31/2023 |
| ESGD | 798,067 | $60,286 | 12/31/2023 |
| FMR LLC | 669,144 | $50,547 | 12/31/2023 |
| ESGD | 669,144 | $50,547 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 629,563 | $47,557 | 12/31/2023 |
| ESGD | 629,563 | $47,557 | 12/31/2023 |
| HighTower Advisors LLC | 570,626 | $43,110 | 12/31/2023 |
| ESGD | 570,626 | $43,110 | 12/31/2023 |
| Sei Investments Co. | 510,626 | $38,573 | 12/31/2023 |
| ESGD | 510,626 | $38,573 | 12/31/2023 |
| Creative Planning | 508,230 | $38,392 | 12/31/2023 |
| ESGD | 508,230 | $38,392 | 12/31/2023 |
| M&T Bank Corp | 505,209 | $38,163 | 12/31/2023 |
| ESGD | 505,209 | $38,163 | 12/31/2023 |
| Jane Street Group LLC | 456,095 | $34,453 | 12/31/2023 |
| ESGD | 456,095 | $34,453 | 12/31/2023 |
| Fiduciary Trust Co. | 442,754 | $33,446 | 12/31/2023 |
| ESGD | 442,754 | $33,446 | 12/31/2023 |
| Mirae Asset Global Investments Co. Ltd. | 438,200 | $33,102 | 12/31/2023 |
| ESGD | 438,200 | $33,102 | 12/31/2023 |
| LPL Financial LLC | 438,036 | $33,089 | 12/31/2023 |
| ESGD | 438,036 | $33,089 | 12/31/2023 |
| D.A. Davidson & CO. | 405,841 | $30,657 | 12/31/2023 |
| ESGD | 405,841 | $30,657 | 12/31/2023 |
| EP Wealth Advisors LLC | 383,570 | $28,975 | 12/31/2023 |
| ESGD | 383,570 | $28,975 | 12/31/2023 |
| IMPACTfolio LLC | 361,631 | $28,898 | 03/31/2024 |
| ESGD | 361,631 | $28,898 | 03/31/2024 |
| Royal Bank of Canada | 372,892 | $28,168 | 12/31/2023 |
| ESGD | 372,892 | $28,168 | 12/31/2023 |
| Forefront Analytics LLC | 366,798 | $27,708 | 12/31/2023 |
| ESGD | 366,798 | $27,708 | 12/31/2023 |
| CI Private Wealth LLC | 355,269 | $26,837 | 12/31/2023 |
| ESGD | 355,269 | $26,837 | 12/31/2023 |
| Mission Wealth Management LP | 318,890 | $24,089 | 12/31/2023 |
| ESGD | 318,890 | $24,089 | 12/31/2023 |
| Citizens Financial Group Inc RI | 315,000 | $23,795 | 12/31/2023 |
| ESGD | 315,000 | $23,795 | 12/31/2023 |
| Thrivent Financial for Lutherans | 308,061 | $23,271 | 12/31/2023 |
| ESGD | 308,061 | $23,271 | 12/31/2023 |
| AlTi Global Inc. | 307,560 | $23,233 | 12/31/2023 |
| ESGD | 307,560 | $23,233 | 12/31/2023 |
| Howland Capital Management LLC | 306,057 | $23,120 | 12/31/2023 |
| ESGD | 306,057 | $23,120 | 12/31/2023 |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 304,334 | $22,989 | 12/31/2023 |
| ESGD | 304,334 | $22,989 | 12/31/2023 |
| Lake Street Advisors Group LLC | 267,205 | $20,185 | 12/31/2023 |
| ESGD | 267,205 | $20,185 | 12/31/2023 |
| TFO TDC LLC | 252 | $19,036 | 12/31/2023 |
| ESGD | 252 | $19,036 | 12/31/2023 |
| Money Design Co. Ltd. | 236,365 | $18,888 | 03/31/2024 |
| ESGD | 236,365 | $18,888 | 03/31/2024 |
| Blair William & Co. IL | 241,480 | $18,241 | 12/31/2023 |
| ESGD | 241,480 | $18,241 | 12/31/2023 |
| High Note Wealth LLC | 240,603 | $18,175 | 12/31/2023 |
| ESGD | 240,603 | $18,175 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 221,105 | $17,668 | 03/31/2024 |
| ESGD | 221,105 | $17,668 | 03/31/2024 |
| Keybank National Association OH | 233,575 | $17,644 | 12/31/2023 |
| ESGD | 233,575 | $17,644 | 12/31/2023 |
| Ally Invest Advisors Inc. | 233,196 | $17,616 | 12/31/2023 |
| ESGD | 233,196 | $17,616 | 12/31/2023 |
| Partners Capital Investment Group LLP | 225,659 | $17,046 | 12/31/2023 |
| ESGD | 225,659 | $17,046 | 12/31/2023 |
| MML Investors Services LLC | 225,067 | $17,002 | 12/31/2023 |
| ESGD | 225,067 | $17,002 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 188,404 | $15,055 | 03/31/2024 |
| ESGD | 188,404 | $15,055 | 03/31/2024 |
| Baird Financial Group Inc. | 188,549 | $14,243 | 12/31/2023 |
| ESGD | 188,549 | $14,243 | 12/31/2023 |
| Dohj LLC | 174,139 | $13,915 | 03/31/2024 |
| ESGD | 174,139 | $13,915 | 03/31/2024 |
| Bank of New York Mellon Corp | 169,912 | $13,578 | 03/31/2024 |
| ESGD | 169,912 | $13,578 | 03/31/2024 |
| Modera Wealth Management LLC | 175,114 | $13,228 | 12/31/2023 |
| ESGD | 175,114 | $13,228 | 12/31/2023 |
| Windsor Capital Management LLC | 162,041 | $12,949 | 03/31/2024 |
| ESGD | 162,041 | $12,949 | 03/31/2024 |
| Natixis Advisors L.P. | 154,399 | $12,338 | 03/31/2024 |
| ESGD | 154,399 | $12,338 | 03/31/2024 |
| Financial Network Wealth Management LLC | 162,905 | $12,305 | 12/31/2023 |
| ESGD | 162,905 | $12,305 | 12/31/2023 |
| Mather Group LLC. | 160,232 | $12,104 | 03/31/2024 |
| ESGD | 160,232 | $12,104 | 03/31/2024 |
| Susquehanna International Group LLP | 157,733 | $11,915 | 12/31/2023 |
| ESGD | 157,733 | $11,915 | 12/31/2023 |
| RVW Wealth LLC | 144,087 | $11,514 | 03/31/2024 |
| ESGD | 144,087 | $11,514 | 03/31/2024 |
| Franklin Resources Inc. | 143,720 | $10,857 | 12/31/2023 |
| ESGD | 143,720 | $10,857 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 140,770 | $10,634 | 12/31/2023 |
| ESGD | 140,770 | $10,634 | 12/31/2023 |
| Desjardins Global Asset Management Inc. | 138,712 | $10,471 | 12/31/2023 |
| ESGD | 138,712 | $10,471 | 12/31/2023 |
| Alesco Advisors LLC | 135,548 | $10,239 | 12/31/2023 |
| ESGD | 135,548 | $10,239 | 12/31/2023 |
| Clarity Asset Management Inc. | 132,770 | $10,029 | 12/31/2023 |
| ESGD | 132,770 | $10,029 | 12/31/2023 |
| Eastern Bank | 132,177 | $9,985 | 12/31/2023 |
| ESGD | 132,177 | $9,985 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 131,698 | $9,948 | 12/31/2023 |
| ESGD | 131,698 | $9,948 | 12/31/2023 |
| Private Ocean LLC | 124,447 | $9,945 | 03/31/2024 |
| ESGD | 124,447 | $9,945 | 03/31/2024 |
| Laurel Wealth Planning LLC | 111,030 | $8,872 | 03/31/2024 |
| ESGD | 111,030 | $8,872 | 03/31/2024 |
| Ellevest Inc. | 115,482 | $8,724 | 12/31/2023 |
| ESGD | 115,482 | $8,724 | 12/31/2023 |
| Roof Eidam & Maycock ADV | 113,950 | $8,608 | 12/31/2023 |
| ESGD | 113,950 | $8,608 | 12/31/2023 |
| Shira Ridge Wealth Management | 104,592 | $8,358 | 03/31/2024 |
| ESGD | 104,592 | $8,358 | 03/31/2024 |
| First Ascent Asset Management LLC | 110,203 | $8,325 | 12/31/2023 |
| ESGD | 110,203 | $8,325 | 12/31/2023 |
| Sand Hill Global Advisors LLC | 108,864 | $8,224 | 12/31/2023 |
| ESGD | 108,864 | $8,224 | 12/31/2023 |
| Dunhill Financial LLC | 108,503 | $8,196 | 12/31/2023 |
| ESGD | 108,503 | $8,196 | 12/31/2023 |
| Bond & Devick Financial Network Inc. | 101,350 | $8,099 | 03/31/2024 |
| ESGD | 101,350 | $8,099 | 03/31/2024 |
| Mariner LLC | 102,650 | $7,754 | 12/31/2023 |
| ESGD | 102,650 | $7,754 | 12/31/2023 |
| Stifel Financial Corp | 100,525 | $7,593 | 12/31/2023 |
| ESGD | 100,525 | $7,593 | 12/31/2023 |
| Hill Island Financial LLC | 90,360 | $6,826 | 12/31/2023 |
| ESGD | 90,360 | $6,826 | 12/31/2023 |
| Apella Capital LLC | 85,291 | $6,781 | 03/31/2024 |
| ESGD | 85,291 | $6,781 | 03/31/2024 |
| BSW Wealth Partners | 84,688 | $6,767 | 03/31/2024 |
| ESGD | 84,688 | $6,767 | 03/31/2024 |
| Litman Gregory Asset Management LLC | 86,372 | $6,525 | 12/31/2023 |
| ESGD | 86,372 | $6,525 | 12/31/2023 |
| Dynamic Advisor Solutions LLC | 80,694 | $6,448 | 03/31/2024 |
| ESGD | 80,694 | $6,448 | 03/31/2024 |
| Clarius Group LLC | 80,263 | $6,414 | 03/31/2024 |
| ESGD | 80,263 | $6,414 | 03/31/2024 |
| Garde Capital Inc. | 84,720 | $6,400 | 12/31/2023 |
| ESGD | 84,720 | $6,400 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 79,431 | $6,347 | 03/31/2024 |
| ESGD | 79,431 | $6,347 | 03/31/2024 |
| Wrapmanager Inc. | 82,008 | $6,195 | 12/31/2023 |
| ESGD | 82,008 | $6,195 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 76,421 | $6,107 | 03/31/2024 |
| ESGD | 76,421 | $6,107 | 03/31/2024 |
| Fund Evaluation Group LLC | 80,100 | $6,051 | 12/31/2023 |
| ESGD | 80,100 | $6,051 | 12/31/2023 |
| Nottingham Advisors Inc. | 78,471 | $5,928 | 12/31/2023 |
| ESGD | 78,471 | $5,928 | 12/31/2023 |
| Orgel Wealth Management LLC | 74,081 | $5,920 | 03/31/2024 |
| ESGD | 74,081 | $5,920 | 03/31/2024 |
| Jones Financial Companies Lllp | 77,133 | $5,827 | 12/31/2023 |
| ESGD | 77,133 | $5,827 | 12/31/2023 |
| Kestra Advisory Services LLC | 75,692 | $5,718 | 12/31/2023 |
| ESGD | 75,692 | $5,718 | 12/31/2023 |
| SageView Advisory Group LLC | 72,787 | $5,510 | 12/31/2023 |
| ESGD | 72,787 | $5,510 | 12/31/2023 |
| Baystate Wealth Management LLC | 72,604 | $5,485 | 12/31/2023 |
| ESGD | 72,604 | $5,485 | 12/31/2023 |
| Wealth Architects LLC | 72,101 | $5,446 | 12/31/2023 |
| ESGD | 72,101 | $5,446 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 70,947 | $5,360 | 12/31/2023 |
| ESGD | 70,947 | $5,360 | 12/31/2023 |
| Alliancebernstein L.P. | 65,959 | $4,983 | 12/31/2023 |
| ESGD | 65,959 | $4,983 | 12/31/2023 |
| Hart & Patterson Financial Group LLC | 57,753 | $4,615 | 03/31/2024 |
| ESGD | 57,753 | $4,615 | 03/31/2024 |
| Citigroup Inc. | 60,282 | $4,554 | 12/31/2023 |
| ESGD | 60,282 | $4,554 | 12/31/2023 |
| Metis Global Partners LLC | 58,786 | $4,441 | 12/31/2023 |
| ESGD | 58,786 | $4,441 | 12/31/2023 |
| Savant Capital LLC | 58,625 | $4,429 | 12/31/2023 |
| ESGD | 58,625 | $4,429 | 12/31/2023 |
| Relyea Zuckerberg Hanson LLC | 54,909 | $4,388 | 03/31/2024 |
| ESGD | 54,909 | $4,388 | 03/31/2024 |
| GWM Advisors LLC | 58,903 | $4,374 | 12/31/2023 |
| ESGD | 58,903 | $4,374 | 12/31/2023 |
| Robertson Stephens Wealth Management LLC | 57,847 | $4,370 | 12/31/2023 |
| ESGD | 57,847 | $4,370 | 12/31/2023 |
| Accredited Investors Inc. | 57,750 | $4,362 | 12/31/2023 |
| ESGD | 57,750 | $4,362 | 12/31/2023 |
| Advisor Group Holdings Inc. | 55,793 | $4,217 | 12/31/2023 |
| ESGD | 55,793 | $4,217 | 12/31/2023 |
| Balanced Rock Investment Advisor | 54,691 | $4,131 | 12/31/2023 |
| ESGD | 54,691 | $4,131 | 12/31/2023 |
| Cerity Partners LLC | 54,296 | $4,102 | 12/31/2023 |
| ESGD | 54,296 | $4,102 | 12/31/2023 |
| Mascoma Wealth Management LLC | 53,351 | $4,030 | 12/31/2023 |
| ESGD | 53,351 | $4,030 | 12/31/2023 |
| JNBA Financial Advisors | 50,354 | $4,024 | 03/31/2024 |
| ESGD | 50,354 | $4,024 | 03/31/2024 |
| Trilogy Capital Inc. | 47,082 | $3,762 | 03/31/2024 |
| ESGD | 47,082 | $3,762 | 03/31/2024 |
| Global Assets Advisory LLC | 46,946 | $3,751 | 03/31/2024 |
| ESGD | 46,946 | $3,751 | 03/31/2024 |
| Truist Financial Corp | 47,823 | $3,613 | 12/31/2023 |
| ESGD | 47,823 | $3,613 | 12/31/2023 |
| Cetera Advisor Networks LLC | 46,092 | $3,482 | 12/31/2023 |
| ESGD | 46,092 | $3,482 | 12/31/2023 |
| Pitcairn Co. | 45,973 | $3,473 | 12/31/2023 |
| ESGD | 45,973 | $3,473 | 12/31/2023 |
| Integris Wealth Management LLC | 45,636 | $3,447 | 12/31/2023 |
| ESGD | 45,636 | $3,447 | 12/31/2023 |
| Waypoint Wealth Partners Inc. | 42,645 | $3,408 | 03/31/2024 |
| ESGD | 42,645 | $3,408 | 03/31/2024 |
| Cliftonlarsonallen Wealth Advisors LLC | 44,468 | $3,359 | 12/31/2023 |
| ESGD | 44,468 | $3,359 | 12/31/2023 |
| Objective Capital Management LLC | 43,441 | $3,282 | 12/31/2023 |
| ESGD | 43,441 | $3,282 | 12/31/2023 |
| Blue Edge Capital LLC | 43,279 | $3,269 | 12/31/2023 |
| ESGD | 43,279 | $3,269 | 12/31/2023 |
| Quent Capital LLC | 41,900 | $3,165 | 12/31/2023 |
| ESGD | 41,900 | $3,165 | 12/31/2023 |
| Plancorp LLC | 41,507 | $3,135 | 12/31/2023 |
| ESGD | 41,507 | $3,135 | 12/31/2023 |
| McKinley Carter Wealth Services Inc. | 39,168 | $3,130 | 03/31/2024 |
| ESGD | 39,168 | $3,130 | 03/31/2024 |
| Park Avenue Securities LLC | 38,729 | $3,095 | 03/31/2024 |
| ESGD | 38,729 | $3,095 | 03/31/2024 |
| CENTRAL TRUST Co | 38,387 | $3,067 | 03/31/2024 |
| ESGD | 38,387 | $3,067 | 03/31/2024 |
| Fisher Asset Management LLC | 39,845 | $3,010 | 12/31/2023 |
| ESGD | 39,845 | $3,010 | 12/31/2023 |
| Wetherby Asset Management Inc. | 39,111 | $2,954 | 12/31/2023 |
| ESGD | 39,111 | $2,954 | 12/31/2023 |
| Keel Point LLC | 36,601 | $2,925 | 03/31/2024 |
| ESGD | 36,601 | $2,925 | 03/31/2024 |
| Baron Financial Group LLC | 38,645 | $2,919 | 12/31/2023 |
| ESGD | 38,645 | $2,919 | 12/31/2023 |
| Vision Capital Management Inc. | 36,925 | $2,789 | 12/31/2023 |
| ESGD | 36,925 | $2,789 | 12/31/2023 |
| Moneta Group Investment Advisors LLC | 35,827 | $2,706 | 12/31/2023 |
| ESGD | 35,827 | $2,706 | 12/31/2023 |
| JMG Financial Group Ltd. | 35,669 | $2,694 | 12/31/2023 |
| ESGD | 35,669 | $2,694 | 12/31/2023 |
| Parkside Advisors LLC | 33,206 | $2,653 | 03/31/2024 |
| ESGD | 33,206 | $2,653 | 03/31/2024 |
| Cranbrook Wealth Management LLC | 33,040 | $2,640 | 03/31/2024 |
| ESGD | 33,040 | $2,640 | 03/31/2024 |
| Captrust Financial Advisors | 34,684 | $2,620 | 12/31/2023 |
| ESGD | 34,684 | $2,620 | 12/31/2023 |
| Raymond James & Associates | 32,662 | $2,610 | 03/31/2024 |
| ESGD | 32,662 | $2,610 | 03/31/2024 |
| Cresset Asset Management LLC | 34,554 | $2,610 | 12/31/2023 |
| ESGD | 34,554 | $2,610 | 12/31/2023 |
| WealthShield Partners LLC | 34,320 | $2,593 | 12/31/2023 |
| ESGD | 34,320 | $2,593 | 12/31/2023 |
| Magellan Asset Management Ltd | 33,793 | $2,553 | 12/31/2023 |
| ESGD | 33,793 | $2,553 | 12/31/2023 |
| Wesbanco Bank Inc. | 30,484 | $2,436 | 03/31/2024 |
| ESGD | 30,484 | $2,436 | 03/31/2024 |
| Pine Haven Investment Counsel Inc | 30,233 | $2,416 | 03/31/2024 |
| ESGD | 30,233 | $2,416 | 03/31/2024 |
| Charter Oak Capital Management LLC | 29,816 | $2,383 | 03/31/2024 |
| ESGD | 29,816 | $2,383 | 03/31/2024 |
| Hilltop Wealth Advisors LLC | 29,714 | $2,374 | 03/31/2024 |
| ESGD | 29,714 | $2,374 | 03/31/2024 |
| Financial Advisors LLC | 30,462 | $2,301 | 12/31/2023 |
| ESGD | 30,462 | $2,301 | 12/31/2023 |
| Gould Asset Management LLC CA | 29,642 | $2,239 | 12/31/2023 |
| ESGD | 29,642 | $2,239 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 29,566 | $2,233 | 12/31/2023 |
| ESGD | 29,566 | $2,233 | 12/31/2023 |
| Long Run Wealth Advisors LLC | 27,880 | $2,228 | 03/31/2024 |
| ESGD | 27,880 | $2,228 | 03/31/2024 |
| Mercer Investments LLC | 29,460 | $2,225 | 12/31/2023 |
| ESGD | 29,460 | $2,225 | 12/31/2023 |
| APCM Wealth Management for Individuals | 27,527 | $2,200 | 03/31/2024 |
| ESGD | 27,527 | $2,200 | 03/31/2024 |
| First Financial Bank Trust Division | 26,571 | $2,123 | 03/31/2024 |
| ESGD | 26,571 | $2,123 | 03/31/2024 |
| Grimes & Company Inc. | 26,283 | $2,100 | 03/31/2024 |
| ESGD | 26,283 | $2,100 | 03/31/2024 |
| Rockefeller Capital Management L.P. | 27,784 | $2,099 | 12/31/2023 |
| ESGD | 27,784 | $2,099 | 12/31/2023 |
| RHS Financial LLC | 25,904 | $2,070 | 03/31/2024 |
| ESGD | 25,904 | $2,070 | 03/31/2024 |
| RTD Financial Advisors Inc. | 25,833 | $2,064 | 03/31/2024 |
| ESGD | 25,833 | $2,064 | 03/31/2024 |
| TriaGen Wealth Management LLC | 25,740 | $2,057 | 03/31/2024 |
| ESGD | 25,740 | $2,057 | 03/31/2024 |
| RSM US Wealth Management LLC | 27,219 | $2,056 | 12/31/2023 |
| ESGD | 27,219 | $2,056 | 12/31/2023 |
| Montecito Bank & Trust | 25,453 | $2,034 | 03/31/2024 |
| ESGD | 25,453 | $2,034 | 03/31/2024 |
| Brandywine Oak Private Wealth LLC | 26,852 | $2,028 | 12/31/2023 |
| ESGD | 26,852 | $2,028 | 12/31/2023 |
| Facet Wealth Inc. | 26,922 | $2,027 | 12/31/2023 |
| ESGD | 26,922 | $2,027 | 12/31/2023 |
| Connecticut Wealth Management LLC | 26,198 | $1,979 | 12/31/2023 |
| ESGD | 26,198 | $1,979 | 12/31/2023 |
| OLD Mission Capital LLC | 25,988 | $1,963 | 12/31/2023 |
| ESGD | 25,988 | $1,963 | 12/31/2023 |
| Advisory Services Network LLC | 25,498 | $1,926 | 12/31/2023 |
| ESGD | 25,498 | $1,926 | 12/31/2023 |
| Bailard Inc. | 25,345 | $1,915 | 12/31/2023 |
| ESGD | 25,345 | $1,915 | 12/31/2023 |
| Heritage Wealth Advisors | 25,273 | $1,909 | 12/31/2023 |
| ESGD | 25,273 | $1,909 | 12/31/2023 |
| Neumann Capital Management LLC | 25,260 | $1,908 | 12/31/2023 |
| ESGD | 25,260 | $1,908 | 12/31/2023 |
| Diversified Trust Co | 23,826 | $1,904 | 03/31/2024 |
| ESGD | 23,826 | $1,904 | 03/31/2024 |
| CFM Wealth Partners LLC | 23,423 | $1,872 | 03/31/2024 |
| ESGD | 23,423 | $1,872 | 03/31/2024 |
| Vicus Capital | 23,283 | $1,861 | 03/31/2024 |
| ESGD | 23,283 | $1,861 | 03/31/2024 |
| Raymond James Trust N.A. | 23,160 | $1,851 | 03/31/2024 |
| ESGD | 23,160 | $1,851 | 03/31/2024 |
| Affiance Financial LLC | 22,935 | $1,833 | 03/31/2024 |
| ESGD | 22,935 | $1,833 | 03/31/2024 |
| Cetera Investment Advisers | 24,146 | $1,824 | 12/31/2023 |
| ESGD | 24,146 | $1,824 | 12/31/2023 |
| Halbert Hargrove Global Advisors LLC | 22,735 | $1,817 | 03/31/2024 |
| ESGD | 22,735 | $1,817 | 03/31/2024 |
| Brookstone Capital Management | 22,548 | $1,802 | 03/31/2024 |
| ESGD | 22,548 | $1,802 | 03/31/2024 |
| Pioneer Wealth Management Group | 22,256 | $1,778 | 03/31/2024 |
| ESGD | 22,256 | $1,778 | 03/31/2024 |
| Harbour Investments Inc. | 23,358 | $1,764 | 12/31/2023 |
| ESGD | 23,358 | $1,764 | 12/31/2023 |
| Brio Consultants LLC | 23,354 | $1,764 | 12/31/2023 |
| ESGD | 23,354 | $1,764 | 12/31/2023 |
| Prio Wealth Limited Partnership | 23,244 | $1,756 | 12/31/2023 |
| ESGD | 23,244 | $1,756 | 12/31/2023 |
| BigSur Wealth Management LLC | 23,000 | $1,737 | 12/31/2023 |
| ESGD | 23,000 | $1,737 | 12/31/2023 |
| 3EDGE Asset Management LP | 21,437 | $1,619 | 12/31/2023 |
| ESGD | 21,437 | $1,619 | 12/31/2023 |
| Mission Creek Capital Partners Inc. | 21,184 | $1,600 | 12/31/2023 |
| ESGD | 21,184 | $1,600 | 12/31/2023 |
| Dorsey & Whitney Trust CO LLC | 21,002 | $1,586 | 12/31/2023 |
| ESGD | 21,002 | $1,586 | 12/31/2023 |
| Honkamp Krueger Financial Services Inc. | 20,987 | $1,585 | 12/31/2023 |
| ESGD | 20,987 | $1,585 | 12/31/2023 |
| One Capital Management LLC | 20,762 | $1,568 | 12/31/2023 |
| ESGD | 20,762 | $1,568 | 12/31/2023 |
| GenTrust LLC | 19,497 | $1,558 | 03/31/2024 |
| ESGD | 19,497 | $1,558 | 03/31/2024 |
| Johnson Financial Group LLC | 20,609 | $1,557 | 12/31/2023 |
| ESGD | 20,609 | $1,557 | 12/31/2023 |
| Levy Wealth Management Group LLC | 20,458 | $1,545 | 03/31/2024 |
| ESGD | 20,458 | $1,545 | 03/31/2024 |
| OLIO Financial Planning | 19,932 | $1,505 | 03/31/2024 |
| ESGD | 19,932 | $1,505 | 03/31/2024 |
| Williams & Novak LLC | 19,866 | $1,501 | 03/31/2024 |
| ESGD | 19,866 | $1,501 | 03/31/2024 |
| Affinity Capital Advisors LLC | 18,636 | $1,489 | 03/31/2024 |
| ESGD | 18,636 | $1,489 | 03/31/2024 |
| One Wealth Advisors LLC | 18,269 | $1,460 | 03/31/2024 |
| ESGD | 18,269 | $1,460 | 03/31/2024 |
| Values Added Financial LLC | 18,064 | $1,443 | 03/31/2024 |
| ESGD | 18,064 | $1,443 | 03/31/2024 |
| New York Life Investment Management LLC | 18,699 | $1,413 | 12/31/2023 |
| ESGD | 18,699 | $1,413 | 12/31/2023 |
| Elwood & Goetz Wealth Advisory Group LLC | 17,574 | $1,404 | 03/31/2024 |
| ESGD | 17,574 | $1,404 | 03/31/2024 |
| Whittier Trust Co. | 18,570 | $1,403 | 12/31/2023 |
| ESGD | 18,570 | $1,403 | 12/31/2023 |
| Coldstream Capital Management Inc. | 18,377 | $1,388 | 12/31/2023 |
| ESGD | 18,377 | $1,388 | 12/31/2023 |
| Private Wealth Management Group LLC | 18,267 | $1,380 | 12/31/2023 |
| ESGD | 18,267 | $1,380 | 12/31/2023 |
| Huntington National Bank | 18,176 | $1,373 | 12/31/2023 |
| ESGD | 18,176 | $1,373 | 12/31/2023 |
| Lincoln National Corp | 18,176 | $1,373 | 12/31/2023 |
| ESGD | 18,176 | $1,373 | 12/31/2023 |
| Miracle Mile Advisors LLC | 16,883 | $1,349 | 03/31/2024 |
| ESGD | 16,883 | $1,349 | 03/31/2024 |
| Pallas Capital Advisors LLC | 16,849 | $1,346 | 03/31/2024 |
| ESGD | 16,849 | $1,346 | 03/31/2024 |
| Portland Global Advisors LLC | 17,740 | $1,340 | 12/31/2023 |
| ESGD | 17,740 | $1,340 | 12/31/2023 |
| Financial Gravity Asset Management Inc. | 17,670 | $1,335 | 12/31/2023 |
| ESGD | 17,670 | $1,335 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 17,074 | $1,332 | 03/31/2024 |
| ESGD | 17,074 | $1,332 | 03/31/2024 |
| Private Advisor Group LLC | 17,549 | $1,326 | 12/31/2023 |
| ESGD | 17,549 | $1,326 | 12/31/2023 |
| White Lighthouse Investment Management Inc. | 17,284 | $1,306 | 12/31/2023 |
| ESGD | 17,284 | $1,306 | 12/31/2023 |
| Annis Gardner Whiting Capital Advisors LLC | 17,251 | $1,303 | 12/31/2023 |
| ESGD | 17,251 | $1,303 | 12/31/2023 |
| Brooklyn FI LLC | 16,271 | $1,300 | 03/31/2024 |
| ESGD | 16,271 | $1,300 | 03/31/2024 |
| Summit Wealth Group LLC | 17,196 | $1,299 | 12/31/2023 |
| ESGD | 17,196 | $1,299 | 12/31/2023 |
| Axxcess Wealth Management LLC | 16,589 | $1,253 | 12/31/2023 |
| ESGD | 16,589 | $1,253 | 12/31/2023 |
| Carr Financial Group Corp | 15,521 | $1,240 | 03/31/2024 |
| ESGD | 15,521 | $1,240 | 03/31/2024 |
| Regatta Capital Group LLC | 15,477 | $1,237 | 03/31/2024 |
| ESGD | 15,477 | $1,237 | 03/31/2024 |
| Brown Brothers Harriman & Co. | 16,343 | $1,235 | 12/31/2023 |
| ESGD | 16,343 | $1,235 | 12/31/2023 |
| Sage Advisory Services Ltd.Co. | 15,368 | $1,228 | 03/31/2024 |
| ESGD | 15,368 | $1,228 | 03/31/2024 |
| REDW Wealth LLC | 16,212 | $1,225 | 12/31/2023 |
| ESGD | 16,212 | $1,225 | 12/31/2023 |
| Asset Dedication LLC | 15,287 | $1,220 | 03/31/2024 |
| ESGD | 15,287 | $1,220 | 03/31/2024 |
| Concord Wealth Partners | 16,147 | $1,220 | 12/31/2023 |
| ESGD | 16,147 | $1,220 | 12/31/2023 |
| Mayflower Financial Advisors LLC | 16,086 | $1,215 | 12/31/2023 |
| ESGD | 16,086 | $1,215 | 12/31/2023 |
| Windham Capital Management LLC | 16,007 | $1,209 | 12/31/2023 |
| ESGD | 16,007 | $1,209 | 12/31/2023 |
| Wade G W & Inc. | 15,455 | $1,167 | 12/31/2023 |
| ESGD | 15,455 | $1,167 | 12/31/2023 |
| Planning Alternatives Ltd. ADV | 14,517 | $1,160 | 03/31/2024 |
| ESGD | 14,517 | $1,160 | 03/31/2024 |
| ZRC Wealth Management LLC | 14,391 | $1,150 | 03/31/2024 |
| ESGD | 14,391 | $1,150 | 03/31/2024 |
| Schneider Downs Wealth Management Advisors LP | 14,384 | $1,087 | 12/31/2023 |
| ESGD | 14,384 | $1,087 | 12/31/2023 |
| Financial Insights Inc. | 13,581 | $1,085 | 03/31/2024 |
| ESGD | 13,581 | $1,085 | 03/31/2024 |
| Cobblestone Capital Advisors LLC NY | 14,350 | $1,084 | 12/31/2023 |
| ESGD | 14,350 | $1,084 | 12/31/2023 |
| WealthCollab LLC | 14,341 | $1,083 | 12/31/2023 |
| ESGD | 14,341 | $1,083 | 12/31/2023 |
| Mendel Capital Management LLC | 14,215 | $1,074 | 12/31/2023 |
| ESGD | 14,215 | $1,074 | 12/31/2023 |
| Shepherd Financial Partners LLC | 13,360 | $1,068 | 03/31/2024 |
| ESGD | 13,360 | $1,068 | 03/31/2024 |
| Merit Financial Group LLC | 13,869 | $1,048 | 12/31/2023 |
| ESGD | 13,869 | $1,048 | 12/31/2023 |
| Onyx Bridge Wealth Group LLC | 13,401 | $1,012 | 12/31/2023 |
| ESGD | 13,401 | $1,012 | 12/31/2023 |
| Haverford Trust Co. | 13,331 | $1,007 | 12/31/2023 |
| ESGD | 13,331 | $1,007 | 12/31/2023 |
| Omega Financial Group LLC | 12,439 | $994 | 03/31/2024 |
| ESGD | 12,439 | $994 | 03/31/2024 |
| Equita Financial Network Inc. | 12,833 | $969 | 12/31/2023 |
| ESGD | 12,833 | $969 | 12/31/2023 |
| Armbruster Capital Management Inc. | 12,754 | $963 | 12/31/2023 |
| ESGD | 12,754 | $963 | 12/31/2023 |
| Comerica Bank | 12,621 | $953 | 12/31/2023 |
| ESGD | 12,621 | $953 | 12/31/2023 |
| Moss Adams Wealth Advisors LLC | 12,596 | $952 | 12/31/2023 |
| ESGD | 12,596 | $952 | 12/31/2023 |
| HB Wealth Management LLC | 12,412 | $938 | 12/31/2023 |
| ESGD | 12,412 | $938 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 11,678 | $933 | 03/31/2024 |
| ESGD | 11,678 | $933 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 11,446 | $915 | 03/31/2024 |
| ESGD | 11,446 | $915 | 03/31/2024 |
| Deutsche Bank AG | 11,938 | $902 | 12/31/2023 |
| ESGD | 11,938 | $902 | 12/31/2023 |
| Aprio Wealth Management LLC | 11,087 | $886 | 03/31/2024 |
| ESGD | 11,087 | $886 | 03/31/2024 |
| Orion Portfolio Solutions LLC | 11,632 | $873 | 12/31/2023 |
| ESGD | 11,632 | $873 | 12/31/2023 |
| Acropolis Investment Management LLC | 10,800 | $863 | 03/31/2024 |
| ESGD | 10,800 | $863 | 03/31/2024 |
| Quadrant Capital Group LLC | 11,132 | $841 | 12/31/2023 |
| ESGD | 11,132 | $841 | 12/31/2023 |
| Valeo Financial Advisors LLC | 10,699 | $832 | 03/31/2024 |
| ESGD | 10,699 | $832 | 03/31/2024 |
| Jordan Park Group LLC | 10,769 | $813 | 12/31/2023 |
| ESGD | 10,769 | $813 | 12/31/2023 |
| Sigma Investment Counselors Inc. | 10,130 | $809 | 03/31/2024 |
| ESGD | 10,130 | $809 | 03/31/2024 |
| Peak Financial Management Inc. | 9,907 | $792 | 03/31/2024 |
| ESGD | 9,907 | $792 | 03/31/2024 |
| First Hawaiian Bank | 9,661 | $772 | 03/31/2024 |
| ESGD | 9,661 | $772 | 03/31/2024 |
| Brighton Jones LLC | 10,166 | $768 | 12/31/2023 |
| ESGD | 10,166 | $768 | 12/31/2023 |
| Parallel Advisors LLC | 9,982 | $754 | 12/31/2023 |
| ESGD | 9,982 | $754 | 12/31/2023 |
| Pathstone Holdings LLC | 9,741 | $736 | 12/31/2023 |
| ESGD | 9,741 | $736 | 12/31/2023 |
| Level Financial Advisors Inc. | 9,101 | $727 | 03/31/2024 |
| ESGD | 9,101 | $727 | 03/31/2024 |
| Bell Bank | 9,063 | $724 | 03/31/2024 |
| ESGD | 9,063 | $724 | 03/31/2024 |
| 1ST Source Bank | 9,535 | $720 | 12/31/2023 |
| ESGD | 9,535 | $720 | 12/31/2023 |
| Bragg Financial Advisors Inc | 9,358 | $707 | 12/31/2023 |
| ESGD | 9,358 | $707 | 12/31/2023 |
| Coastline Trust Co | 8,732 | $698 | 03/31/2024 |
| ESGD | 8,732 | $698 | 03/31/2024 |
| Capasso Planning Partners LLC | 8,714 | $696 | 03/31/2024 |
| ESGD | 8,714 | $696 | 03/31/2024 |
| Presilium Private Wealth LLC | 9,128 | $690 | 12/31/2023 |
| ESGD | 9,128 | $690 | 12/31/2023 |
| Relative Value Partners Group LLC | 9,074 | $685 | 12/31/2023 |
| ESGD | 9,074 | $685 | 12/31/2023 |
| Frisch Financial Group Inc. | 8,971 | $678 | 12/31/2023 |
| ESGD | 8,971 | $678 | 12/31/2023 |
| JFG Wealth Management LLC | 8,934 | $675 | 12/31/2023 |
| ESGD | 8,934 | $675 | 12/31/2023 |
| Ameraudi Asset Management Inc. | 8,888 | $671 | 12/31/2023 |
| ESGD | 8,888 | $671 | 12/31/2023 |
| Mill Creek Capital Advisors LLC | 8,873 | $670 | 12/31/2023 |
| ESGD | 8,873 | $670 | 12/31/2023 |
| Walkner Condon Financial Advisors LLC | 8,309 | $664 | 03/31/2024 |
| ESGD | 8,309 | $664 | 03/31/2024 |
| National Bank of Canada FI | 9,173 | $663 | 12/31/2023 |
| ESGD | 9,173 | $663 | 12/31/2023 |
| Sharper & Granite LLC | 8,366 | $662 | 03/31/2024 |
| ESGD | 8,366 | $662 | 03/31/2024 |
| ERn Financial LLC | 8,239 | $658 | 03/31/2024 |
| ESGD | 8,239 | $658 | 03/31/2024 |
| Renaissance Technologies LLC | 8,700 | $657 | 12/31/2023 |
| ESGD | 8,700 | $657 | 12/31/2023 |
| Orin Green Financial LLC | 8,681 | $656 | 12/31/2023 |
| ESGD | 8,681 | $656 | 12/31/2023 |
| Resources Investment Advisors LLC. | 8,643 | $653 | 12/31/2023 |
| ESGD | 8,643 | $653 | 12/31/2023 |
| HF Advisory Group LLC | 8,084 | $646 | 03/31/2024 |
| ESGD | 8,084 | $646 | 03/31/2024 |
| Cambridge Trust Co. | 8,525 | $644 | 12/31/2023 |
| ESGD | 8,525 | $644 | 12/31/2023 |
| Bell Investment Advisors Inc | 8,393 | $634 | 12/31/2023 |
| ESGD | 8,393 | $634 | 12/31/2023 |
| Boston Private Wealth LLC | 8,330 | $629 | 12/31/2023 |
| ESGD | 8,330 | $629 | 12/31/2023 |
| Richard Bernstein Advisors LLC | 8,295 | $627 | 12/31/2023 |
| ESGD | 8,295 | $627 | 12/31/2023 |
| Private Trust Co. NA | 7,816 | $625 | 03/31/2024 |
| ESGD | 7,816 | $625 | 03/31/2024 |
| Chesley Taft & Associates LLC | 7,770 | $621 | 03/31/2024 |
| ESGD | 7,770 | $621 | 03/31/2024 |
| Aaron Wealth Advisors | 7,727 | $617 | 03/31/2024 |
| ESGD | 7,727 | $617 | 03/31/2024 |
| Equitable Holdings Inc. | 8,065 | $609 | 12/31/2023 |
| ESGD | 8,065 | $609 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 8,049 | $608 | 12/31/2023 |
| ESGD | 8,049 | $608 | 12/31/2023 |
| Kingswood Wealth Advisors LLC | 7,564 | $605 | 03/31/2024 |
| ESGD | 7,564 | $605 | 03/31/2024 |
| Vontobel Holding Ltd. | 8,012 | $605 | 12/31/2023 |
| ESGD | 8,012 | $605 | 12/31/2023 |
| Sentinel Trust Co. LBA | 7,805 | $590 | 12/31/2023 |
| ESGD | 7,805 | $590 | 12/31/2023 |
| VERITY Wealth Advisors | 7,335 | $586 | 03/31/2024 |
| ESGD | 7,335 | $586 | 03/31/2024 |
| Pure Financial Advisors Inc. | 7,319 | $585 | 03/31/2024 |
| ESGD | 7,319 | $585 | 03/31/2024 |
| Wealth Dimensions Group Ltd. | 7,726 | $584 | 12/31/2023 |
| ESGD | 7,726 | $584 | 12/31/2023 |
| HTLF Bank | 7,255 | $580 | 03/31/2024 |
| ESGD | 7,255 | $580 | 03/31/2024 |
| Simmons Bank | 7,683 | $580 | 12/31/2023 |
| ESGD | 7,683 | $580 | 12/31/2023 |
| Western Wealth Management LLC | 7,665 | $579 | 12/31/2023 |
| ESGD | 7,665 | $579 | 12/31/2023 |
| Capital Analysts LLC | 7,600 | $574 | 12/31/2023 |
| ESGD | 7,600 | $574 | 12/31/2023 |
| Shotwell Rutter Baer Inc | 7,122 | $566 | 03/31/2024 |
| ESGD | 7,122 | $566 | 03/31/2024 |
| Bangor Savings Bank | 7,073 | $565 | 03/31/2024 |
| ESGD | 7,073 | $565 | 03/31/2024 |
| Fort Point Capital Partners LLC | 7,435 | $562 | 12/31/2023 |
| ESGD | 7,435 | $562 | 12/31/2023 |
| Fulcrum Capital LLC | 7,006 | $560 | 03/31/2024 |
| ESGD | 7,006 | $560 | 03/31/2024 |
| Morton Brown Family Wealth LLC | 7,008 | $560 | 03/31/2024 |
| ESGD | 7,008 | $560 | 03/31/2024 |
| Argent Trust Co | 7,357 | $556 | 12/31/2023 |
| ESGD | 7,357 | $556 | 12/31/2023 |
| Curtis Advisory Group LLC | 7,283 | $550 | 12/31/2023 |
| ESGD | 7,283 | $550 | 12/31/2023 |
| CIBC Asset Management Inc | 7,170 | $542 | 12/31/2023 |
| ESGD | 7,170 | $542 | 12/31/2023 |
| Heritage Trust Co | 7,155 | $540 | 12/31/2023 |
| ESGD | 7,155 | $540 | 12/31/2023 |
| Janney Montgomery Scott LLC | 6,907 | $522 | 12/31/2023 |
| ESGD | 6,907 | $522 | 12/31/2023 |
| Massachusetts Financial Services Co. MA | 6,869 | $519 | 12/31/2023 |
| ESGD | 6,869 | $519 | 12/31/2023 |
| CIBC World Markets Inc. | 6,876 | $519 | 12/31/2023 |
| ESGD | 6,876 | $519 | 12/31/2023 |
| Kelman Lazarov Inc. | 6,870 | $519 | 12/31/2023 |
| ESGD | 6,870 | $519 | 12/31/2023 |
| Buckingham Strategic Partners | 6,853 | $518 | 12/31/2023 |
| ESGD | 6,853 | $518 | 12/31/2023 |
| Gemmer Asset Management LLC | 6,464 | $517 | 03/31/2024 |
| ESGD | 6,464 | $517 | 03/31/2024 |
| First Foundation Advisors | 6,802 | $514 | 12/31/2023 |
| ESGD | 6,802 | $514 | 12/31/2023 |
| Aufman Associates Inc | 6,728 | $508 | 12/31/2023 |
| ESGD | 6,728 | $508 | 12/31/2023 |
| Wescott Financial Advisory Group LLC | 6,711 | $507 | 12/31/2023 |
| ESGD | 6,711 | $507 | 12/31/2023 |
| Milestone Investment Advisors LLC | 6,688 | $505 | 12/31/2023 |
| ESGD | 6,688 | $505 | 12/31/2023 |
| Addison Advisors LLC | 6,626 | $501 | 12/31/2023 |
| ESGD | 6,626 | $501 | 12/31/2023 |
| Baker Avenue Asset Management LP | 6,580 | $497 | 12/31/2023 |
| ESGD | 6,580 | $497 | 12/31/2023 |
| Bigelow Investment Advisors LLC | 6,573 | $497 | 12/31/2023 |
| ESGD | 6,573 | $497 | 12/31/2023 |
| WT Wealth Management | 6,582 | $497 | 12/31/2023 |
| ESGD | 6,582 | $497 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 6,492 | $490 | 12/31/2023 |
| ESGD | 6,492 | $490 | 12/31/2023 |
| Great Diamond Partners LLC | 6,458 | $488 | 12/31/2023 |
| ESGD | 6,458 | $488 | 12/31/2023 |
| Columbia Trust Co 01012016 | 6,434 | $486 | 12/31/2023 |
| ESGD | 6,434 | $486 | 12/31/2023 |
| Weil Company Inc. | 6,423 | $485 | 12/31/2023 |
| ESGD | 6,423 | $485 | 12/31/2023 |
| Foster Group Inc. | 6,017 | $481 | 03/31/2024 |
| ESGD | 6,017 | $481 | 03/31/2024 |
| Pittenger & Anderson Inc. | 6,219 | $470 | 12/31/2023 |
| ESGD | 6,219 | $470 | 12/31/2023 |
| Strategic Wealth Partners Group LLC | 6,211 | $469 | 12/31/2023 |
| ESGD | 6,211 | $469 | 12/31/2023 |
| Warren Street Wealth Advisors LLC | 6,158 | $465 | 12/31/2023 |
| ESGD | 6,158 | $465 | 12/31/2023 |
| Sontag Advisory LLC | 6,136 | $464 | 12/31/2023 |
| ESGD | 6,136 | $464 | 12/31/2023 |
| Bank of Hawaii | 6,055 | $457 | 12/31/2023 |
| ESGD | 6,055 | $457 | 12/31/2023 |
| Financial Counselors Inc. | 5,983 | $452 | 12/31/2023 |
| ESGD | 5,983 | $452 | 12/31/2023 |
| Hemington Wealth Management | 5,922 | $447 | 12/31/2023 |
| ESGD | 5,922 | $447 | 12/31/2023 |
| Idaho Trust Bank | 5,900 | $446 | 12/31/2023 |
| ESGD | 5,900 | $446 | 12/31/2023 |
| Nicolet Bankshares Inc. | 5,878 | $444 | 12/31/2023 |
| ESGD | 5,878 | $444 | 12/31/2023 |
| Appleton Partners Inc. MA | 5,466 | $437 | 03/31/2024 |
| ESGD | 5,466 | $437 | 03/31/2024 |
| Villere ST Denis J & Co. LLC | 5,393 | $431 | 03/31/2024 |
| ESGD | 5,393 | $431 | 03/31/2024 |
| Beacon Financial Planning Inc. | 5,331 | $426 | 03/31/2024 |
| ESGD | 5,331 | $426 | 03/31/2024 |
| Valley National Advisers Inc. | 5,318 | $424 | 03/31/2024 |
| ESGD | 5,318 | $424 | 03/31/2024 |
| Stephens Consulting LLC | 5,080 | $406 | 03/31/2024 |
| ESGD | 5,080 | $406 | 03/31/2024 |
| Apollon Wealth Management LLC | 5,356 | $405 | 12/31/2023 |
| ESGD | 5,356 | $405 | 12/31/2023 |
| Frank Rimerman Advisors LLC | 5,356 | $405 | 12/31/2023 |
| ESGD | 5,356 | $405 | 12/31/2023 |
| Garrett Investment Advisors LLC | 5,026 | $402 | 03/31/2024 |
| ESGD | 5,026 | $402 | 03/31/2024 |
| Brewster Financial Planning LLC | 5,034 | $402 | 03/31/2024 |
| ESGD | 5,034 | $402 | 03/31/2024 |
| West Coast Financial LLC | 5,014 | $401 | 03/31/2024 |
| ESGD | 5,014 | $401 | 03/31/2024 |
| New England Private Wealth Advisors LLC | 5,106 | $386 | 12/31/2023 |
| ESGD | 5,106 | $386 | 12/31/2023 |
| United Capital Financial Advisers LLC | 5,097 | $385 | 12/31/2023 |
| ESGD | 5,097 | $385 | 12/31/2023 |
| Community Bank N.A. | 5,103 | $385 | 12/31/2023 |
| ESGD | 5,103 | $385 | 12/31/2023 |
| Falcon Wealth Planning | 4,745 | $379 | 03/31/2024 |
| ESGD | 4,745 | $379 | 03/31/2024 |
| Plante Moran Financial Advisors LLC | 5,014 | $379 | 12/31/2023 |
| ESGD | 5,014 | $379 | 12/31/2023 |
| PDS Planning Inc | 4,985 | $377 | 12/31/2023 |
| ESGD | 4,985 | $377 | 12/31/2023 |
| AlphaCore Capital LLC | 4,977 | $376 | 12/31/2023 |
| ESGD | 4,977 | $376 | 12/31/2023 |
| Leverty Financial Group LLC | 4,690 | $375 | 03/31/2024 |
| ESGD | 4,690 | $375 | 03/31/2024 |
| Vista Wealth Management Group LLC | 4,935 | $373 | 12/31/2023 |
| ESGD | 4,935 | $373 | 12/31/2023 |
| JSF Financial LLC | 4,893 | $370 | 12/31/2023 |
| ESGD | 4,893 | $370 | 12/31/2023 |
| Compass Ion Advisors LLC | 4,622 | $369 | 03/31/2024 |
| ESGD | 4,622 | $369 | 03/31/2024 |
| Advisory Alpha LLC | 4,818 | $364 | 12/31/2023 |
| ESGD | 4,818 | $364 | 12/31/2023 |
| Pathway Financial Advisors LLC | 4,537 | $363 | 03/31/2024 |
| ESGD | 4,537 | $363 | 03/31/2024 |
| Truefg LLC | 4,493 | $359 | 03/31/2024 |
| ESGD | 4,493 | $359 | 03/31/2024 |
| Sage Financial Group Inc. | 4,689 | $354 | 12/31/2023 |
| ESGD | 4,689 | $354 | 12/31/2023 |
| Patriot Financial Group Insurance Agency LLC | 4,688 | $354 | 12/31/2023 |
| ESGD | 4,688 | $354 | 12/31/2023 |
| IFP Advisors Inc | 4,635 | $350 | 12/31/2023 |
| ESGD | 4,635 | $350 | 12/31/2023 |
| Bogart Wealth LLC | 4,372 | $349 | 03/31/2024 |
| ESGD | 4,372 | $349 | 03/31/2024 |
| ABLE Financial Group LLC | 4,541 | $343 | 12/31/2023 |
| ESGD | 4,541 | $343 | 12/31/2023 |
| Avantax Advisory Services Inc. | 4,527 | $342 | 12/31/2023 |
| ESGD | 4,527 | $342 | 12/31/2023 |
| Perennial Investment Advisors LLC | 4,457 | $337 | 12/31/2023 |
| ESGD | 4,457 | $337 | 12/31/2023 |
| Rede Wealth LLC | 4,409 | $333 | 12/31/2023 |
| ESGD | 4,409 | $333 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 4,400 | $332 | 12/31/2023 |
| ESGD | 4,400 | $332 | 12/31/2023 |
| UMA Financial Services Inc. | 4,317 | $330 | 03/31/2024 |
| ESGD | 4,317 | $330 | 03/31/2024 |
| DDFG Inc | 4,362 | $329 | 12/31/2023 |
| ESGD | 4,362 | $329 | 12/31/2023 |
| Fingerlakes Wealth Management Inc. | 4,074 | $326 | 03/31/2024 |
| ESGD | 4,074 | $326 | 03/31/2024 |
| United Asset Strategies Inc. | 4,070 | $325 | 03/31/2024 |
| ESGD | 4,070 | $325 | 03/31/2024 |
| Private Capital Management LLC | 4,054 | $324 | 03/31/2024 |
| ESGD | 4,054 | $324 | 03/31/2024 |
| WNY Asset Management LLC | 4,259 | $322 | 12/31/2023 |
| ESGD | 4,259 | $322 | 12/31/2023 |
| Warner Financial Inc. | 4,020 | $321 | 03/31/2024 |
| ESGD | 4,020 | $321 | 03/31/2024 |
| Darden Wealth Group Inc | 4,248 | $321 | 12/31/2023 |
| ESGD | 4,248 | $321 | 12/31/2023 |
| Revolve Wealth Partners LLC | 4,007 | $320 | 03/31/2024 |
| ESGD | 4,007 | $320 | 03/31/2024 |
| Hanson & Doremus Investment Management | 3,995 | $319 | 03/31/2024 |
| ESGD | 3,995 | $319 | 03/31/2024 |
| Manning & Napier Group LLC | 3,997 | $319 | 03/31/2024 |
| ESGD | 3,997 | $319 | 03/31/2024 |
| Unionview LLC | 4,205 | $318 | 12/31/2023 |
| ESGD | 4,205 | $318 | 12/31/2023 |
| Libra Wealth LLC | 4,210 | $318 | 12/31/2023 |
| ESGD | 4,210 | $318 | 12/31/2023 |
| Farther Finance Advisors LLC | 4,198 | $317 | 12/31/2023 |
| ESGD | 4,198 | $317 | 12/31/2023 |
| Van Hulzen Asset Management LLC | 4,180 | $316 | 12/31/2023 |
| ESGD | 4,180 | $316 | 12/31/2023 |
| Veracity Capital LLC | 3,921 | $313 | 03/31/2024 |
| ESGD | 3,921 | $313 | 03/31/2024 |
| Root Financial Partners LLC | 3,912 | $313 | 03/31/2024 |
| ESGD | 3,912 | $313 | 03/31/2024 |
| Regis Acquisition Inc. | 4,140 | $313 | 12/31/2023 |
| ESGD | 4,140 | $313 | 12/31/2023 |
| Napatree Capital LLC | 4,137 | $313 | 12/31/2023 |
| ESGD | 4,137 | $313 | 12/31/2023 |
| Archetype Wealth Partners LLC | 4,126 | $312 | 12/31/2023 |
| ESGD | 4,126 | $312 | 12/31/2023 |
| Integrated Investment Consultants LLC | 3,882 | $310 | 03/31/2024 |
| ESGD | 3,882 | $310 | 03/31/2024 |
| Coulter & Justus Financial Services LLC | 4,089 | $309 | 12/31/2023 |
| ESGD | 4,089 | $309 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 4,057 | $306 | 12/31/2023 |
| ESGD | 4,057 | $306 | 12/31/2023 |
| Wealthsource Partners LLC | 4,056 | $306 | 12/31/2023 |
| ESGD | 4,056 | $306 | 12/31/2023 |
| Baker Tilly Financial LLC | 4,043 | $305 | 12/31/2023 |
| ESGD | 4,043 | $305 | 12/31/2023 |
| Integrated Advisors Network LLC | 3,997 | $302 | 12/31/2023 |
| ESGD | 3,997 | $302 | 12/31/2023 |
| Mainsail Financial Group LLC | 3,749 | $300 | 03/31/2024 |
| ESGD | 3,749 | $300 | 03/31/2024 |
| Wade Financial Advisory Inc | 3,940 | $298 | 12/31/2023 |
| ESGD | 3,940 | $298 | 12/31/2023 |
| Cetera Advisors LLC | 3,928 | $297 | 12/31/2023 |
| ESGD | 3,928 | $297 | 12/31/2023 |
| PrairieView Partners LLC | 3,920 | $296 | 12/31/2023 |
| ESGD | 3,920 | $296 | 12/31/2023 |
| O Brien Wealth Partners LLC | 3,676 | $294 | 03/31/2024 |
| ESGD | 3,676 | $294 | 03/31/2024 |
| Dfpg Investments LLC | 3,956 | $293 | 12/31/2023 |
| ESGD | 3,956 | $293 | 12/31/2023 |
| SNS Financial Group LLC | 3,649 | $292 | 03/31/2024 |
| ESGD | 3,649 | $292 | 03/31/2024 |
| First Horizon Advisors Inc. | 3,625 | $290 | 03/31/2024 |
| ESGD | 3,625 | $290 | 03/31/2024 |
| Morling Financial Advisors LLC | 3,840 | $290 | 12/31/2023 |
| ESGD | 3,840 | $290 | 12/31/2023 |
| D. Scott Neal Inc. | 3,606 | $288 | 03/31/2024 |
| ESGD | 3,606 | $288 | 03/31/2024 |
| Richard P Slaughter Associates Inc | 3,575 | $286 | 03/31/2024 |
| ESGD | 3,575 | $286 | 03/31/2024 |
| Topel & Distasi Wealth Management LLC | 3,790 | $286 | 12/31/2023 |
| ESGD | 3,790 | $286 | 12/31/2023 |
| McAdam LLC | 3,562 | $285 | 03/31/2024 |
| ESGD | 3,562 | $285 | 03/31/2024 |
| Focus Financial Network Inc. | 3,740 | $285 | 03/31/2024 |
| ESGD | 3,740 | $285 | 03/31/2024 |
| Aurum Wealth Management Group LLC | 3,486 | $279 | 03/31/2024 |
| ESGD | 3,486 | $279 | 03/31/2024 |
| Symmetry Partners LLC | 3,453 | $276 | 03/31/2024 |
| ESGD | 3,453 | $276 | 03/31/2024 |
| Matrix Asset Advisors Inc. NY | 3,441 | $275 | 03/31/2024 |
| ESGD | 3,441 | $275 | 03/31/2024 |
| CoreCap Advisors LLC | 3,641 | $275 | 12/31/2023 |
| ESGD | 3,641 | $275 | 12/31/2023 |
| Boston Financial Mangement LLC | 3,596 | $272 | 12/31/2023 |
| ESGD | 3,596 | $272 | 12/31/2023 |
| ETF Portfolio Partners Inc. | 3,599 | $272 | 12/31/2023 |
| ESGD | 3,599 | $272 | 12/31/2023 |
| Silver Oak Advisory Group Inc. | 3,528 | $267 | 12/31/2023 |
| ESGD | 3,528 | $267 | 12/31/2023 |
| Pensionmark Financial Group LLC | 3,508 | $265 | 12/31/2023 |
| ESGD | 3,508 | $265 | 12/31/2023 |
| Moller Financial Services | 3,296 | $263 | 03/31/2024 |
| ESGD | 3,296 | $263 | 03/31/2024 |
| Perigon Wealth Management LLC | 3,438 | $260 | 12/31/2023 |
| ESGD | 3,438 | $260 | 12/31/2023 |
| Maxwell Wealth Strategies Inc. | 3,399 | $257 | 12/31/2023 |
| ESGD | 3,399 | $257 | 12/31/2023 |
| Global Retirement Partners LLC | 3,200 | $256 | 03/31/2024 |
| ESGD | 3,200 | $256 | 03/31/2024 |
| Evergreen Wealth Solutions LLC | 3,389 | $256 | 12/31/2023 |
| ESGD | 3,389 | $256 | 12/31/2023 |
| Tarbox Family Office Inc. | 3,188 | $255 | 03/31/2024 |
| ESGD | 3,188 | $255 | 03/31/2024 |
| LWS Wealth Advisors Inc. | 3,374 | $255 | 12/31/2023 |
| ESGD | 3,374 | $255 | 12/31/2023 |
| Sterling Investment Advisors LLC ADV | 3,163 | $253 | 03/31/2024 |
| ESGD | 3,163 | $253 | 03/31/2024 |
| Crabel Capital Management LLC | 3,320 | $251 | 12/31/2023 |
| ESGD | 3,320 | $251 | 12/31/2023 |
| Lodestar Private Asset Management LLC | 3,100 | $248 | 03/31/2024 |
| ESGD | 3,100 | $248 | 03/31/2024 |
| We Are One Seven LLC | 3,283 | $248 | 12/31/2023 |
| ESGD | 3,283 | $248 | 12/31/2023 |
| Tcwp LLC | 3,283 | $248 | 12/31/2023 |
| ESGD | 3,283 | $248 | 12/31/2023 |
| ARQ Wealth Advisors LLC | 3,266 | $247 | 12/31/2023 |
| ESGD | 3,266 | $247 | 12/31/2023 |
| Twin Focus Capital Partners LLC | 3,250 | $246 | 12/31/2023 |
| ESGD | 3,250 | $246 | 12/31/2023 |
| Forte Capital LLC ADV | 3,231 | $244 | 12/31/2023 |
| ESGD | 3,231 | $244 | 12/31/2023 |
| BLB&B Advisors LLC | 3,036 | $243 | 03/31/2024 |
| ESGD | 3,036 | $243 | 03/31/2024 |
| Horizons Wealth Management | 3,218 | $243 | 03/31/2024 |
| ESGD | 3,218 | $243 | 03/31/2024 |
| Atlas Capital Advisors LLC | 2,993 | $239 | 03/31/2024 |
| ESGD | 2,993 | $239 | 03/31/2024 |
| Heritage Wealth Management LLC | 2,962 | $237 | 03/31/2024 |
| ESGD | 2,962 | $237 | 03/31/2024 |
| Lido Advisors LLC | 3,119 | $236 | 12/31/2023 |
| ESGD | 3,119 | $236 | 12/31/2023 |
| XML Financial LLC | 3,097 | $234 | 12/31/2023 |
| ESGD | 3,097 | $234 | 12/31/2023 |
| Bordeaux Wealth Advisors LLC | 3,065 | $232 | 12/31/2023 |
| ESGD | 3,065 | $232 | 12/31/2023 |
| Signature Estate & Investment Advisors LLC | 3,047 | $231 | 12/31/2023 |
| ESGD | 3,047 | $231 | 12/31/2023 |
| Spire Wealth Management | 2,825 | $226 | 03/31/2024 |
| ESGD | 2,825 | $226 | 03/31/2024 |
| AdvisorNet Financial Inc | 2,816 | $225 | 03/31/2024 |
| ESGD | 2,816 | $225 | 03/31/2024 |
| Pecaut & CO. | 2,970 | $224 | 12/31/2023 |
| ESGD | 2,970 | $224 | 12/31/2023 |
| Brown Advisory Inc. | 2,761 | $221 | 03/31/2024 |
| ESGD | 2,761 | $221 | 03/31/2024 |
| AE Wealth Management LLC | 2,928 | $221 | 12/31/2023 |
| ESGD | 2,928 | $221 | 12/31/2023 |
| Institutional & Family Asset Management LLC | 2,898 | $219 | 12/31/2023 |
| ESGD | 2,898 | $219 | 12/31/2023 |
| Round Rock Advisors LLC | 2,648 | $212 | 03/31/2024 |
| ESGD | 2,648 | $212 | 03/31/2024 |
| Lake Street Financial LLC | 2,640 | $211 | 03/31/2024 |
| ESGD | 2,640 | $211 | 03/31/2024 |
| SeaCrest Wealth Management LLC | 2,632 | $210 | 03/31/2024 |
| ESGD | 2,632 | $210 | 03/31/2024 |
| NewEdge Wealth LLC | 2,768 | $209 | 12/31/2023 |
| ESGD | 2,768 | $209 | 12/31/2023 |
| Flagship Harbor Advisors LLC | 2,577 | $206 | 03/31/2024 |
| ESGD | 2,577 | $206 | 03/31/2024 |
| Murphy Middleton Hinkle & Parker Inc. | 2,576 | $206 | 03/31/2024 |
| ESGD | 2,576 | $206 | 03/31/2024 |
| Morris Financial Concepts Inc. | 2,509 | $200 | 03/31/2024 |
| ESGD | 2,509 | $200 | 03/31/2024 |
| Y Intercept Hong Kong Ltd | 2,654 | $200 | 12/31/2023 |
| ESGD | 2,654 | $200 | 12/31/2023 |
| Grand Wealth Management LLC | 2,525 | $191 | 12/31/2023 |
| ESGD | 2,525 | $191 | 12/31/2023 |
| Proequities Inc. | 2,371 | $179 | 12/31/2023 |
| ESGD | 2,371 | $179 | 12/31/2023 |
| Sachetta LLC | 2,248 | $170 | 12/31/2023 |
| ESGD | 2,248 | $170 | 12/31/2023 |
| DB Wealth Management Group LLC | 2,192 | $166 | 12/31/2023 |
| ESGD | 2,192 | $166 | 12/31/2023 |
| CWM LLC | 2,048 | $164 | 03/31/2024 |
| ESGD | 2,048 | $164 | 03/31/2024 |
| Whittier Trust Co. of Nevada Inc. | 2,122 | $160 | 12/31/2023 |
| ESGD | 2,122 | $160 | 12/31/2023 |
| Principal Securities Inc. | 2,108 | $159 | 12/31/2023 |
| ESGD | 2,108 | $159 | 12/31/2023 |
| Keener Financial Planning LLC | 2,098 | $158 | 12/31/2023 |
| ESGD | 2,098 | $158 | 12/31/2023 |
| Bartlett & Co. LLC | 1,967 | $149 | 12/31/2023 |
| ESGD | 1,967 | $149 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 1,967 | $149 | 12/31/2023 |
| ESGD | 1,967 | $149 | 12/31/2023 |
| Cornerstone Planning Group LLC | 1,901 | $144 | 12/31/2023 |
| ESGD | 1,901 | $144 | 12/31/2023 |
| Parkside Financial Bank & Trust | 1,893 | $143 | 12/31/2023 |
| ESGD | 1,893 | $143 | 12/31/2023 |
| Glenmede Trust Co. NA | 1,886 | $142 | 12/31/2023 |
| ESGD | 1,886 | $142 | 12/31/2023 |
| Signaturefd LLC | 1,853 | $140 | 12/31/2023 |
| ESGD | 1,853 | $140 | 12/31/2023 |
| Covestor Ltd | 1,831 | $138 | 12/31/2023 |
| ESGD | 1,831 | $138 | 12/31/2023 |
| Clearstead Advisors LLC | 1,771 | $134 | 12/31/2023 |
| ESGD | 1,771 | $134 | 12/31/2023 |
| O Shaughnessy Asset Management LLC | 1,558 | $118 | 12/31/2023 |
| ESGD | 1,558 | $118 | 12/31/2023 |
| Rockbridge Investment Management LCC | 1,541 | $116 | 12/31/2023 |
| ESGD | 1,541 | $116 | 12/31/2023 |
| Qube Research & Technologies Ltd | 1,513 | $114 | 12/31/2023 |
| ESGD | 1,513 | $114 | 12/31/2023 |
| Koesten Hirschmann & Crabtree INC. | 1,480 | $112 | 12/31/2023 |
| ESGD | 1,480 | $112 | 12/31/2023 |
| Allworth Financial LP | 1,348 | $108 | 03/31/2024 |
| ESGD | 1,348 | $108 | 03/31/2024 |
| LGT Financial Advisors LLC | 1,322 | $100 | 12/31/2023 |
| ESGD | 1,322 | $100 | 12/31/2023 |
| Voisard Asset Management Group Inc. | 1,209 | $97 | 03/31/2024 |
| ESGD | 1,209 | $97 | 03/31/2024 |
| North Star Investment Management Corp. | 1,262 | $95 | 12/31/2023 |
| ESGD | 1,262 | $95 | 12/31/2023 |
| Gould Capital LLC | 1,255 | $95 | 12/31/2023 |
| ESGD | 1,255 | $95 | 12/31/2023 |
| Trust Co. of Vermont | 1,229 | $93 | 12/31/2023 |
| ESGD | 1,229 | $93 | 12/31/2023 |
| Bfsg LLC | 1,114 | $89 | 03/31/2024 |
| ESGD | 1,114 | $89 | 03/31/2024 |
| Johnson Financial Group Inc. | 1,119 | $85 | 12/31/2023 |
| ESGD | 1,119 | $85 | 12/31/2023 |
| GeoWealth Management LLC | 1,116 | $84 | 12/31/2023 |
| ESGD | 1,116 | $84 | 12/31/2023 |
| AllSquare Wealth Management LLC | 1,096 | $83 | 12/31/2023 |
| ESGD | 1,096 | $83 | 12/31/2023 |
| Trust Co | 1,003 | $80 | 03/31/2024 |
| ESGD | 1,003 | $80 | 03/31/2024 |
| Geneos Wealth Management Inc. | 988 | $75 | 12/31/2023 |
| ESGD | 988 | $75 | 12/31/2023 |
| 4Thought Financial Group Inc. | 860 | $69 | 03/31/2024 |
| ESGD | 860 | $69 | 03/31/2024 |
| Key Financial Inc | 859 | $65 | 12/31/2023 |
| ESGD | 859 | $65 | 12/31/2023 |
| Scarborough Advisors LLC | 830 | $63 | 12/31/2023 |
| ESGD | 830 | $63 | 12/31/2023 |
| McClarren Financial Advisors Inc. | 838 | $63 | 12/31/2023 |
| ESGD | 838 | $63 | 12/31/2023 |
| IAG Wealth Partners LLC | 765 | $61 | 03/31/2024 |
| ESGD | 765 | $61 | 03/31/2024 |
| Investors Research Corp | 772 | $58 | 12/31/2023 |
| ESGD | 772 | $58 | 12/31/2023 |
| Sandy Spring Bank | 744 | $56 | 12/31/2023 |
| ESGD | 744 | $56 | 12/31/2023 |
| BNP Paribas Arbitrage SA | 716 | $54 | 12/31/2023 |
| ESGD | 716 | $54 | 12/31/2023 |
| Ancora Advisors LLC | 707 | $53 | 12/31/2023 |
| ESGD | 707 | $53 | 12/31/2023 |
| TD Capital Management LLC | 707 | $53 | 12/31/2023 |
| ESGD | 707 | $53 | 12/31/2023 |
| VisionPoint Advisory Group LLC | 682 | $52 | 12/31/2023 |
| ESGD | 682 | $52 | 12/31/2023 |
| Pacific Center for Financial Services | 673 | $51 | 12/31/2023 |
| ESGD | 673 | $51 | 12/31/2023 |
| Nalls Sherbakoff Group LLC | 647 | $49 | 12/31/2023 |
| ESGD | 647 | $49 | 12/31/2023 |
| Archer Investment Corp | 635 | $48 | 12/31/2023 |
| ESGD | 635 | $48 | 12/31/2023 |
| Evolution Advisers Inc. | 650 | $48 | 12/31/2023 |
| ESGD | 650 | $48 | 12/31/2023 |
| Sunbelt Securities Inc. | 592 | $47 | 03/31/2024 |
| ESGD | 592 | $47 | 03/31/2024 |
| Bank of Montreal Can | 608 | $46 | 12/31/2023 |
| ESGD | 608 | $46 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 600 | $45 | 12/31/2023 |
| ESGD | 600 | $45 | 12/31/2023 |
| Center for Financial Planning Inc. | 545 | $44 | 03/31/2024 |
| ESGD | 545 | $44 | 03/31/2024 |
| Financial Advisory Service Inc. | 587 | $44 | 12/31/2023 |
| ESGD | 587 | $44 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 560 | $42 | 12/31/2023 |
| ESGD | 560 | $42 | 12/31/2023 |
| HM Payson & Co. | 525 | $40 | 12/31/2023 |
| ESGD | 525 | $40 | 12/31/2023 |
| Smithfield Trust Co. | 496 | $38 | 12/31/2023 |
| ESGD | 496 | $38 | 12/31/2023 |
| Larson Financial Group LLC | 484 | $37 | 12/31/2023 |
| ESGD | 484 | $37 | 12/31/2023 |
| Bruce G. Allen Investments LLC | 455 | $36 | 03/31/2024 |
| ESGD | 455 | $36 | 03/31/2024 |
| Rise Advisors LLC | 424 | $34 | 03/31/2024 |
| ESGD | 424 | $34 | 03/31/2024 |
| Motco | 446 | $34 | 12/31/2023 |
| ESGD | 446 | $34 | 12/31/2023 |
| Your Advocates Ltd. LLP | 441 | $33 | 12/31/2023 |
| ESGD | 441 | $33 | 12/31/2023 |
| ICA Group Wealth Management LLC | 400 | $30 | 12/31/2023 |
| ESGD | 400 | $30 | 12/31/2023 |
| Able Wealth Management LLC | 403 | $30 | 12/31/2023 |
| ESGD | 403 | $30 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 360 | $29 | 03/31/2024 |
| ESGD | 360 | $29 | 03/31/2024 |
| Iron Horse Wealth Management LLC | 361 | $29 | 03/31/2024 |
| ESGD | 361 | $29 | 03/31/2024 |
| Lowe Wealth Advisors LLC | 350 | $28 | 03/31/2024 |
| ESGD | 350 | $28 | 03/31/2024 |
| Atticus Wealth Management LLC | 343 | $27 | 03/31/2024 |
| ESGD | 343 | $27 | 03/31/2024 |
| Hobbs Group Advisors LLC | 364 | $27 | 12/31/2023 |
| ESGD | 364 | $27 | 12/31/2023 |
| Creative Capital Management Investments LLC | 321 | $26 | 03/31/2024 |
| ESGD | 321 | $26 | 03/31/2024 |
| Harbor Investment Advisory LLC | 307 | $25 | 03/31/2024 |
| ESGD | 307 | $25 | 03/31/2024 |
| Bank of New Hampshire | 295 | $24 | 03/31/2024 |
| ESGD | 295 | $24 | 03/31/2024 |
| Winthrop Capital Management LLC | 323 | $24 | 12/31/2023 |
| ESGD | 323 | $24 | 12/31/2023 |
| YHB Investment Advisors Inc. | 292 | $23 | 03/31/2024 |
| ESGD | 292 | $23 | 03/31/2024 |
| Coston McIsaac & Partners | 278 | $22 | 03/31/2024 |
| ESGD | 278 | $22 | 03/31/2024 |
| GPS Wealth Strategies Group LLC | 278 | $21 | 12/31/2023 |
| ESGD | 278 | $21 | 12/31/2023 |
| Tortoise Investment Management LLC | 261 | $20 | 12/31/2023 |
| ESGD | 261 | $20 | 12/31/2023 |
| CVA Family Office LLC | 219 | $18 | 03/31/2024 |
| ESGD | 219 | $18 | 03/31/2024 |
| Aspire Wealth Management Corp | 229 | $17 | 12/31/2023 |
| ESGD | 229 | $17 | 12/31/2023 |
| Bessemer Group Inc. | 214 | $16 | 12/31/2023 |
| ESGD | 214 | $16 | 12/31/2023 |
| Signature Resources Capital Management LLC | 196 | $15 | 03/31/2024 |
| ESGD | 196 | $15 | 03/31/2024 |
| Crewe Advisors LLC | 194 | $15 | 12/31/2023 |
| ESGD | 194 | $15 | 12/31/2023 |
| Ameritas Investment Partners Inc. | 185 | $14 | 12/31/2023 |
| ESGD | 185 | $14 | 12/31/2023 |
| FinTrust Capital Advisors LLC | 168 | $13 | 12/31/2023 |
| ESGD | 168 | $13 | 12/31/2023 |
| Toth Financial Advisory Corp | 154 | $12 | 03/31/2024 |
| ESGD | 154 | $12 | 03/31/2024 |
| WASHINGTON TRUST Co | 155 | $12 | 03/31/2024 |
| ESGD | 155 | $12 | 03/31/2024 |
| Sage Mountain Advisors LLC | 146 | $12 | 03/31/2024 |
| ESGD | 146 | $12 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 155 | $12 | 12/31/2023 |
| ESGD | 155 | $12 | 12/31/2023 |
| Rice Partnership LLC | 142 | $11 | 12/31/2023 |
| ESGD | 142 | $11 | 12/31/2023 |
| Caitlin John LLC | 148 | $11 | 12/31/2023 |
| ESGD | 148 | $11 | 12/31/2023 |
| Live Oak Investment Partners | 130 | $10 | 12/31/2023 |
| ESGD | 130 | $10 | 12/31/2023 |
| Aptus Capital Advisors LLC | 121 | $9 | 12/31/2023 |
| ESGD | 121 | $9 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 110 | $8 | 12/31/2023 |
| ESGD | 110 | $8 | 12/31/2023 |
| Ruedi Wealth Management Inc. | 109 | $8 | 12/31/2023 |
| ESGD | 109 | $8 | 12/31/2023 |
| Sound Income Strategies LLC | 92 | $7 | 03/31/2024 |
| ESGD | 92 | $7 | 03/31/2024 |
| Cherry Tree Wealth Management LLC | 89 | $7 | 12/31/2023 |
| ESGD | 89 | $7 | 12/31/2023 |
| Macroview Investment Management LLC | 83 | $6 | 12/31/2023 |
| ESGD | 83 | $6 | 12/31/2023 |
| PSI Advisors LLC | 66 | $5 | 03/31/2024 |
| ESGD | 66 | $5 | 03/31/2024 |
| Cassady Schiller Wealth Management LLC | 67 | $5 | 12/31/2023 |
| ESGD | 67 | $5 | 12/31/2023 |
| Oliver Lagore Vanvalin Investment Group | 72 | $5 | 12/31/2023 |
| ESGD | 72 | $5 | 12/31/2023 |
| Smartleaf Asset Management LLC | 66 | $5 | 12/31/2023 |
| ESGD | 66 | $5 | 12/31/2023 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 51 | $4 | 03/31/2024 |
| ESGD | 51 | $4 | 03/31/2024 |
| McIlrath & Eck LLC | 50 | $4 | 12/31/2023 |
| ESGD | 50 | $4 | 12/31/2023 |
| Goodwin Investment Advisory | 53 | $4 | 12/31/2023 |
| ESGD | 53 | $4 | 12/31/2023 |
| Wetzel Investment Advisors Inc. | 34 | $3 | 03/31/2024 |
| ESGD | 34 | $3 | 03/31/2024 |
| Optiver Holding B.V. | 41 | $3 | 12/31/2023 |
| ESGD | 41 | $3 | 12/31/2023 |
| Tyler Stone Wealth Management | 45 | $3 | 12/31/2023 |
| ESGD | 45 | $3 | 12/31/2023 |
| Impact Partnership Wealth LLC | 44 | $3 | 12/31/2023 |
| ESGD | 44 | $3 | 12/31/2023 |
| Barrett & Company Inc. | 27 | $2 | 03/31/2024 |
| ESGD | 27 | $2 | 03/31/2024 |
| Centerpoint Advisors LLC | 32 | $2 | 12/31/2023 |
| ESGD | 32 | $2 | 12/31/2023 |
| Tucker Asset Management LLC | 26 | $2 | 12/31/2023 |
| ESGD | 26 | $2 | 12/31/2023 |
| Gradient Investments LLC | 18 | $1 | 03/31/2024 |
| ESGD | 18 | $1 | 03/31/2024 |
| Assetmark Inc. | 9 | $1 | 12/31/2023 |
| ESGD | 9 | $1 | 12/31/2023 |
| Glassman Wealth Services | 2 | $0 | 12/31/2023 |
| ESGD | 2 | $0 | 12/31/2023 |
| Ronald Blue Trust Inc. | 5 | $0 | 12/31/2023 |
| ESGD | 5 | $0 | 12/31/2023 |
| ORG Partners LLC | 0 | $0 | 12/31/2023 |
| ESGD | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of ESGD
See Details: Top 10 Hedge Funds Holding ESGD
Also See: ESGD Holdings Changes
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