HoldingsChannel.com
Funds Holding ESGD

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 486 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE13,000,976$815,941 06/30/2022
     ESGD13,000,976$815,941 06/30/2022
Personal Capital Advisors Corp5,820,257$365,279 06/30/2022
     ESGD5,820,257$365,279 06/30/2022
JPMorgan Chase & Co.4,942,232$310,175 06/30/2022
     ESGD4,942,232$310,175 06/30/2022
Morgan Stanley4,912,097$308,284 06/30/2022
     ESGD4,912,097$308,284 06/30/2022
TIAA FSB4,276,081$268,367 06/30/2022
     ESGD4,276,081$268,367 06/30/2022
Fifth Third Bancorp3,656,121$229,458 06/30/2022
     ESGD3,656,121$229,458 06/30/2022
Betterment LLC3,395,841$213,123 06/30/2022
     ESGD3,395,841$213,123 06/30/2022
Envestnet Asset Management Inc.3,219,252$202,040 06/30/2022
     ESGD3,219,252$202,040 06/30/2022
Northern Trust Corp2,553,610$160,264 06/30/2022
     ESGD2,553,610$160,264 06/30/2022
BlackRock Inc.2,296,414$144,123 06/30/2022
     ESGD2,296,414$144,123 06/30/2022
UBS Group AG2,273,317$142,673 06/30/2022
     ESGD2,273,317$142,673 06/30/2022
Goldman Sachs Group Inc.2,058,836$129,213 06/30/2022
     ESGD2,058,836$129,213 06/30/2022
Commonwealth Equity Services LLC1,870,434$117,388 06/30/2022
     ESGD1,870,434$117,388 06/30/2022
Ameriprise Financial Inc.1,584,255$99,183 06/30/2022
     ESGD1,584,255$99,183 06/30/2022
Spinnaker Trust1,254,031$78,703 06/30/2022
     ESGD1,254,031$78,703 06/30/2022
Citizens Financial Group Inc RI965,228$60,578 06/30/2022
     ESGD965,228$60,578 06/30/2022
Wells Fargo & Company MN905,334$56,819 06/30/2022
     ESGD905,334$56,819 06/30/2022
Putnam FL Investment Management Co.861,722$54,082 06/30/2022
     ESGD861,722$54,082 06/30/2022
Acorns Advisers LLC765,286$48,029 06/30/2022
     ESGD765,286$48,029 06/30/2022
The PNC Financial Services Group Inc.661,501$41,516 06/30/2022
     ESGD661,501$41,516 06/30/2022
Ellevest Inc.608,948$38,218 06/30/2022
     ESGD608,948$38,218 06/30/2022
US Bancorp DE604,148$37,915 06/30/2022
     ESGD604,148$37,915 06/30/2022
Jane Street Group LLC568,994$35,710 06/30/2022
     ESGD568,994$35,710 06/30/2022
Wealthfront Advisers LLC566,540$35,556 06/30/2022
     ESGD566,540$35,556 06/30/2022
Northwestern Mutual Wealth Management Co.537,517$33,734 06/30/2022
     ESGD537,517$33,734 06/30/2022
Royal Bank of Canada506,968$31,817 06/30/2022
     ESGD506,968$31,817 06/30/2022
LPL Financial LLC504,556$31,666 06/30/2022
     ESGD504,556$31,666 06/30/2022
Parcion Private Wealth LLC481,681$30,746 06/30/2022
     ESGD481,681$30,746 06/30/2022
Mirae Asset Global Investments Co. Ltd.484,300$30,395 06/30/2022
     ESGD484,300$30,395 06/30/2022
M&T Bank Corp443,231$27,550 06/30/2022
     ESGD443,231$27,550 06/30/2022
Macquarie Group Ltd.432,319$27,132 06/30/2022
     ESGD432,319$27,132 06/30/2022
D.A. Davidson & CO.416,930$26,167 06/30/2022
     ESGD416,930$26,167 06/30/2022
EP Wealth Advisors LLC405,813$25,469 06/30/2022
     ESGD405,813$25,469 06/30/2022
Advisor Group Holdings Inc.404,303$25,379 06/30/2022
     ESGD404,303$25,379 06/30/2022
Sei Investments Co.396,124$24,867 06/30/2022
     ESGD396,124$24,867 06/30/2022
Citadel Advisors LLC358,526$22,501 06/30/2022
     ESGD358,526$22,501 06/30/2022
Private Ocean LLC342,281$21,481 06/30/2022
     ESGD342,281$21,481 06/30/2022
Creative Planning336,519$21,120 06/30/2022
     ESGD336,519$21,120 06/30/2022
Susquehanna International Group LLP317,930$19,953 06/30/2022
     ESGD317,930$19,953 06/30/2022
MML Investors Services LLC314,280$19,724 06/30/2022
     ESGD314,280$19,724 06/30/2022
Mercer Global Advisors Inc. ADV313,744$19,691 06/30/2022
     ESGD313,744$19,691 06/30/2022
Thrivent Financial for Lutherans303,933$19,075 06/30/2022
     ESGD303,933$19,075 06/30/2022
Highland Private Wealth Management297,351$18,662 06/30/2022
     ESGD297,351$18,662 06/30/2022
Regentatlantic Capital LLC288,492$18,106 06/30/2022
     ESGD288,492$18,106 06/30/2022
Keybank National Association OH280,800$17,623 06/30/2022
     ESGD280,800$17,623 06/30/2022
IMPACTfolio LLC273,681$17,176 06/30/2022
     ESGD273,681$17,176 06/30/2022
Blair William & Co. IL263,873$16,561 06/30/2022
     ESGD263,873$16,561 06/30/2022
Howland Capital Management LLC258,924$16,250 06/30/2022
     ESGD258,924$16,250 06/30/2022
High Note Wealth LLC249,702$15,671 06/30/2022
     ESGD249,702$15,671 06/30/2022
Money Design Co. Ltd.233,735$14,669 06/30/2022
     ESGD233,735$14,669 06/30/2022
Fiduciary Trust Co.228,112$14,316 06/30/2022
     ESGD228,112$14,316 06/30/2022
RVW Wealth LLC225,035$14,123 06/30/2022
     ESGD225,035$14,123 06/30/2022
Partners Capital Investment Group LLP223,658$14,037 06/30/2022
     ESGD223,658$14,037 06/30/2022
Ally Invest Advisors Inc.199,412$12,515 06/30/2022
     ESGD199,412$12,515 06/30/2022
Kestra Advisory Services LLC196,147$12,310 06/30/2022
     ESGD196,147$12,310 06/30/2022
Lake Street Advisors Group LLC190,163$11,935 06/30/2022
     ESGD190,163$11,935 06/30/2022
HighTower Advisors LLC175,395$11,006 06/30/2022
     ESGD175,395$11,006 06/30/2022
Parsec Financial Management Inc.164,417$10,319 06/30/2022
     ESGD164,417$10,319 06/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management154,559$9,700 06/30/2022
     ESGD154,559$9,700 06/30/2022
Cambridge Investment Research Advisors Inc.153,654$9,643 06/30/2022
     ESGD153,654$9,643 06/30/2022
Financial Network Wealth Management LLC152,609$9,578 06/30/2022
     ESGD152,609$9,578 06/30/2022
Alesco Advisors LLC144,893$9,093 06/30/2022
     ESGD144,893$9,093 06/30/2022
Mission Wealth Management LP143,943$9,034 06/30/2022
     ESGD143,943$9,034 06/30/2022
Windsor Capital Management LLC137,894$8,654 06/30/2022
     ESGD137,894$8,654 06/30/2022
Park Avenue Securities LLC133,412$8,373 06/30/2022
     ESGD133,412$8,373 06/30/2022
Bank of Montreal Can129,526$8,214 06/30/2022
     ESGD129,526$8,214 06/30/2022
SOA Wealth Advisors LLC.129,309$8,115 06/30/2022
     ESGD129,309$8,115 06/30/2022
Waypoint Wealth Partners Inc.128,014$8,034 06/30/2022
     ESGD128,014$8,034 06/30/2022
Baird Financial Group Inc.123,720$7,765 06/30/2022
     ESGD123,720$7,765 06/30/2022
55I LLC115,766$7,265 06/30/2022
     ESGD115,766$7,265 06/30/2022
Laurel Wealth Planning LLC103,327$6,485 06/30/2022
     ESGD103,327$6,485 06/30/2022
Roof Eidam & Maycock ADV102,677$6,444 06/30/2022
     ESGD102,677$6,444 06/30/2022
Stifel Financial Corp102,476$6,431 06/30/2022
     ESGD102,476$6,431 06/30/2022
Flow Traders U.S. LLC99,914$6,271 06/30/2022
     ESGD99,914$6,271 06/30/2022
Tillar Wenstrup Advisors LLC96,929$6,083 06/30/2022
     ESGD96,929$6,083 06/30/2022
Natixis Advisors L.P.96,710$6,070 06/30/2022
     ESGD96,710$6,070 06/30/2022
Bond & Devick Financial Network Inc.96,478$6,055 06/30/2022
     ESGD96,478$6,055 06/30/2022
Garde Capital Inc.95,946$6,022 06/30/2022
     ESGD95,946$6,022 06/30/2022
Nottingham Advisors Inc.95,597$6,000 06/30/2022
     ESGD95,597$6,000 06/30/2022
Hill Island Financial LLC94,005$5,900 06/30/2022
     ESGD94,005$5,900 06/30/2022
Sand Hill Global Advisors LLC93,763$5,885 06/30/2022
     ESGD93,763$5,885 06/30/2022
Raymond James & Associates91,695$5,755 06/30/2022
     ESGD91,695$5,755 06/30/2022
Alliancebernstein L.P.91,582$5,748 06/30/2022
     ESGD91,582$5,748 06/30/2022
CWM LLC91,443$5,739 06/30/2022
     ESGD91,443$5,739 06/30/2022
Steward Partners Investment Advisory LLC89,720$5,631 06/30/2022
     ESGD89,720$5,631 06/30/2022
Franklin Resources Inc.85,850$5,388 06/30/2022
     ESGD85,850$5,388 06/30/2022
Raymond James Financial Services Advisors Inc.78,788$4,945 06/30/2022
     ESGD78,788$4,945 06/30/2022
OLD Mission Capital LLC77,084$4,838 06/30/2022
     ESGD77,084$4,838 06/30/2022
Wrapmanager Inc.75,559$4,742 06/30/2022
     ESGD75,559$4,742 06/30/2022
Eastern Bank74,916$4,702 06/30/2022
     ESGD74,916$4,702 06/30/2022
Bank Hapoalim BM74,000$4,644 06/30/2022
     ESGD74,000$4,644 06/30/2022
Captrust Financial Advisors68,762$4,315 06/30/2022
     ESGD68,762$4,315 06/30/2022
Litman Gregory Asset Management LLC68,157$4,278 06/30/2022
     ESGD68,157$4,278 06/30/2022
First Republic Investment Management Inc.64,377$4,040 06/30/2022
     ESGD64,377$4,040 06/30/2022
Baystate Wealth Management LLC64,086$4,022 06/30/2022
     ESGD64,086$4,022 06/30/2022
Truist Financial Corp63,536$3,988 06/30/2022
     ESGD63,536$3,988 06/30/2022
Capital Investment Advisory Services LLC61,218$3,842 06/30/2022
     ESGD61,218$3,842 06/30/2022
Apella Capital LLC59,997$3,765 06/30/2022
     ESGD59,997$3,765 06/30/2022
Clarius Group LLC58,553$3,675 06/30/2022
     ESGD58,553$3,675 06/30/2022
Affinity Capital Advisors LLC56,812$3,566 06/30/2022
     ESGD56,812$3,566 06/30/2022
PFS Investments Inc.55,922$3,510 06/30/2022
     ESGD55,922$3,510 06/30/2022
Magellan Asset Management Ltd55,132$3,460 06/30/2022
     ESGD55,132$3,460 06/30/2022
Swiss RE Ltd.53,490$3,357 06/30/2022
     ESGD53,490$3,357 06/30/2022
Objective Capital Management LLC52,883$3,319 06/30/2022
     ESGD52,883$3,319 06/30/2022
First Ascent Asset Management LLC52,399$3,289 06/30/2022
     ESGD52,399$3,289 06/30/2022
Wetherby Asset Management Inc.51,892$3,257 06/30/2022
     ESGD51,892$3,257 06/30/2022
Mather Group LLC.51,836$3,253 06/30/2022
     ESGD51,836$3,253 06/30/2022
Accredited Investors Inc.49,537$3,109 06/30/2022
     ESGD49,537$3,109 06/30/2022
New England Private Wealth Advisors LLC40,359$2,976 06/30/2022
     ESGD40,359$2,976 06/30/2022
Brookstone Capital Management46,548$2,916 06/30/2022
     ESGD46,548$2,916 06/30/2022
One Wealth Advisors LLC46,138$2,896 06/30/2022
     ESGD46,138$2,896 06/30/2022
IFP Advisors Inc42,247$2,851 06/30/2022
     ESGD42,247$2,851 06/30/2022
Sharkey Howes & Javer45,383$2,848 06/30/2022
     ESGD45,383$2,848 06/30/2022
Tiedemann Advisors LLC43,581$2,735 06/30/2022
     ESGD43,581$2,735 06/30/2022
BigSur Wealth Management LLC43,000$2,699 06/30/2022
     ESGD43,000$2,699 06/30/2022
Pitcairn Co.42,669$2,678 06/30/2022
     ESGD42,669$2,678 06/30/2022
JNBA Financial Advisors42,653$2,677 06/30/2022
     ESGD42,653$2,677 06/30/2022
Wealth Enhancement Advisory Services LLC42,380$2,655 06/30/2022
     ESGD42,380$2,655 06/30/2022
Cliftonlarsonallen Wealth Advisors LLC40,109$2,517 06/30/2022
     ESGD40,109$2,517 06/30/2022
Trilogy Capital Inc.39,842$2,501 06/30/2022
     ESGD39,842$2,501 06/30/2022
RHS Financial LLC39,121$2,455 06/30/2022
     ESGD39,121$2,455 06/30/2022
TriaGen Wealth Management LLC38,040$2,387 06/30/2022
     ESGD38,040$2,387 06/30/2022
Dynamic Advisor Solutions LLC37,581$2,359 06/30/2022
     ESGD37,581$2,359 06/30/2022
Baron Financial Group LLC35,825$2,248 06/30/2022
     ESGD35,825$2,248 06/30/2022
Blue Edge Capital LLC35,758$2,244 06/30/2022
     ESGD35,758$2,244 06/30/2022
Financial Engines Advisors L.L.C.35,392$2,221 06/30/2022
     ESGD35,392$2,221 06/30/2022
Mascoma Wealth Management LLC35,324$2,217 06/30/2022
     ESGD35,324$2,217 06/30/2022
BSW Wealth Partners34,818$2,185 06/30/2022
     ESGD34,818$2,185 06/30/2022
Parkside Advisors LLC34,727$2,179 06/30/2022
     ESGD34,727$2,179 06/30/2022
Renaissance Technologies LLC34,500$2,165 06/30/2022
     ESGD34,500$2,165 06/30/2022
Atria Wealth Solutions Inc.34,479$2,164 06/30/2022
     ESGD34,479$2,164 06/30/2022
McKinley Carter Wealth Services Inc.34,388$2,158 06/30/2022
     ESGD34,388$2,158 06/30/2022
CENTRAL TRUST Co34,219$2,147 06/30/2022
     ESGD34,219$2,147 06/30/2022
Rockefeller Capital Management L.P.34,095$2,139 06/30/2022
     ESGD34,095$2,139 06/30/2022
Axxcess Wealth Management LLC33,400$2,096 06/30/2022
     ESGD33,400$2,096 06/30/2022
Cerity Partners LLC32,628$2,048 06/30/2022
     ESGD32,628$2,048 06/30/2022
Summit Wealth Group LLC31,902$2,002 06/30/2022
     ESGD31,902$2,002 06/30/2022
Wealth Architects LLC31,567$1,981 06/30/2022
     ESGD31,567$1,981 06/30/2022
Quent Capital LLC31,483$1,976 06/30/2022
     ESGD31,483$1,976 06/30/2022
Hilltop Wealth Advisors LLC31,186$1,957 06/30/2022
     ESGD31,186$1,957 06/30/2022
Wesbanco Bank Inc.30,836$1,935 06/30/2022
     ESGD30,836$1,935 06/30/2022
Perigon Wealth Management LLC30,428$1,910 06/30/2022
     ESGD30,428$1,910 06/30/2022
Cetera Investment Advisers29,806$1,871 06/30/2022
     ESGD29,806$1,871 06/30/2022
Financial Advisors LLC29,722$1,865 06/30/2022
     ESGD29,722$1,865 06/30/2022
Frisch Financial Group Inc.29,638$1,860 06/30/2022
     ESGD29,638$1,860 06/30/2022
Kestra Private Wealth Services LLC29,469$1,850 06/30/2022
     ESGD29,469$1,850 06/30/2022
WealthShield Partners LLC28,848$1,811 06/30/2022
     ESGD28,848$1,811 06/30/2022
Cranbrook Wealth Management LLC28,567$1,793 06/30/2022
     ESGD28,567$1,793 06/30/2022
Dohj LLC28,575$1,793 06/30/2022
     ESGD28,575$1,793 06/30/2022
Jones Financial Companies Lllp27,277$1,746 06/30/2022
     ESGD27,277$1,746 06/30/2022
Long Run Wealth Advisors LLC27,382$1,718 06/30/2022
     ESGD27,382$1,718 06/30/2022
Savant Capital LLC27,253$1,710 06/30/2022
     ESGD27,253$1,710 06/30/2022
Integrated Wealth Concepts LLC26,956$1,692 06/30/2022
     ESGD26,956$1,692 06/30/2022
Bank Julius Baer & Co. Ltd Zurich26,681$1,675 06/30/2022
     ESGD26,681$1,675 06/30/2022
Cpwm LLC26,671$1,674 06/30/2022
     ESGD26,671$1,674 06/30/2022
Plancorp LLC26,299$1,651 06/30/2022
     ESGD26,299$1,651 06/30/2022
RTD Financial Advisors Inc.26,217$1,645 06/30/2022
     ESGD26,217$1,645 06/30/2022
Mariner LLC25,322$1,589 06/30/2022
     ESGD25,322$1,589 06/30/2022
Brandywine Oak Private Wealth LLC25,247$1,584 06/30/2022
     ESGD25,247$1,584 06/30/2022
Libra Wealth LLC25,052$1,572 06/30/2022
     ESGD25,052$1,572 06/30/2022
Vision Capital Management Inc.25,029$1,571 06/30/2022
     ESGD25,029$1,571 06/30/2022
Advisory Services Network LLC24,904$1,563 06/30/2022
     ESGD24,904$1,563 06/30/2022
Concord Wealth Partners24,211$1,519 06/30/2022
     ESGD24,211$1,519 06/30/2022
Pine Haven Investment Counsel Inc23,810$1,494 06/30/2022
     ESGD23,810$1,494 06/30/2022
Vicus Capital23,578$1,480 06/30/2022
     ESGD23,578$1,480 06/30/2022
Financial Insights Inc.23,110$1,450 06/30/2022
     ESGD23,110$1,450 06/30/2022
Charter Oak Capital Management LLC23,012$1,444 06/30/2022
     ESGD23,012$1,444 06/30/2022
Vista Wealth Management Group LLC22,643$1,394 06/30/2022
     ESGD22,643$1,394 06/30/2022
White Lighthouse Investment Management Inc.21,720$1,363 06/30/2022
     ESGD21,720$1,363 06/30/2022
OLIO Financial Planning21,627$1,357 06/30/2022
     ESGD21,627$1,357 06/30/2022
Simmons Bank21,290$1,336 06/30/2022
     ESGD21,290$1,336 06/30/2022
Connecticut Wealth Management LLC20,462$1,284 06/30/2022
     ESGD20,462$1,284 06/30/2022
Elwood & Goetz Wealth Advisory Group LLC20,369$1,278 06/30/2022
     ESGD20,369$1,278 06/30/2022
Neumann Capital Management LLC20,310$1,275 06/30/2022
     ESGD20,310$1,275 06/30/2022
One Capital Management LLC20,308$1,274 06/30/2022
     ESGD20,308$1,274 06/30/2022
CFM Wealth Partners LLC19,700$1,236 06/30/2022
     ESGD19,700$1,236 06/30/2022
Fisher Asset Management LLC19,565$1,228 06/30/2022
     ESGD19,565$1,228 06/30/2022
Janney Montgomery Scott LLC19,472$1,228 06/30/2022
     ESGD19,472$1,228 06/30/2022
Regatta Capital Group LLC19,378$1,216 06/30/2022
     ESGD19,378$1,216 06/30/2022
SigFig Wealth Management LLC10,175$1,212 06/30/2022
     ESGD10,175$1,212 06/30/2022
Raymond James Trust N.A.18,213$1,143 06/30/2022
     ESGD18,213$1,143 06/30/2022
Gould Asset Management LLC CA17,975$1,128 06/30/2022
     ESGD17,975$1,128 06/30/2022
Glenmede Trust Co. NA17,625$1,106 06/30/2022
     ESGD17,625$1,106 06/30/2022
Lincoln National Corp17,394$1,092 06/30/2022
     ESGD17,394$1,092 06/30/2022
Diversified Trust Co16,985$1,066 06/30/2022
     ESGD16,985$1,066 06/30/2022
Enterprise Financial Services Corp16,825$1,056 06/30/2022
     ESGD16,825$1,056 06/30/2022
Greenwood Capital Associates LLC16,500$1,036 06/30/2022
     ESGD16,500$1,036 06/30/2022
New York Life Investment Management LLC15,983$1,003 06/30/2022
     ESGD15,983$1,003 06/30/2022
Prudential Financial Inc.15,763$994 06/30/2022
     ESGD15,763$994 06/30/2022
Dorsey & Whitney Trust CO LLC15,668$984 06/30/2022
     ESGD15,668$984 06/30/2022
Halbert Hargrove Global Advisors LLC15,559$976 06/30/2022
     ESGD15,559$976 06/30/2022
First Financial Bank Trust Division15,432$969 06/30/2022
     ESGD15,432$969 06/30/2022
UMB Bank N A MO15,265$958 06/30/2022
     ESGD15,265$958 06/30/2022
Mercer Investments LLC14,616$917 06/30/2022
     ESGD14,616$917 06/30/2022
Horst & Graben Wealth Management LLC14,586$915 06/30/2022
     ESGD14,586$915 06/30/2022
Huntington National Bank14,562$914 06/30/2022
     ESGD14,562$914 06/30/2022
My Legacy Advisors LLC14,782$911 06/30/2022
     ESGD14,782$911 06/30/2022
Strategic Wealth Advisors Group LLC14,431$902 06/30/2022
     ESGD14,431$902 06/30/2022
First Horizon Advisors Inc.14,262$894 06/30/2022
     ESGD14,262$894 06/30/2022
Affiance Financial LLC14,235$893 06/30/2022
     ESGD14,235$893 06/30/2022
APCM Wealth Management for Individuals14,131$887 06/30/2022
     ESGD14,131$887 06/30/2022
Wealthsource Partners LLC14,078$884 06/30/2022
     ESGD14,078$884 06/30/2022
Bank of New York Mellon Corp14,040$881 06/30/2022
     ESGD14,040$881 06/30/2022
Valley Forge Investment Consultants Inc. ADV13,809$867 06/30/2022
     ESGD13,809$867 06/30/2022
Deutsche Bank AG13,747$863 06/30/2022
     ESGD13,747$863 06/30/2022
GWM Advisors LLC13,628$855 06/30/2022
     ESGD13,628$855 06/30/2022
Whittier Trust Co.13,560$851 06/30/2022
     ESGD13,560$851 06/30/2022
Mendel Capital Management LLC13,520$849 06/30/2022
     ESGD13,520$849 06/30/2022
Massachusetts Financial Services Co. MA13,408$841 06/30/2022
     ESGD13,408$841 06/30/2022
Brooklyn FI LLC35$841 06/30/2022
     ESGD35$841 06/30/2022
Wade G W & Inc.13,349$838 06/30/2022
     ESGD13,349$838 06/30/2022
Harvest Group Wealth Management LLC12,484$815 06/30/2022
     ESGD12,484$815 06/30/2022
Levy Wealth Management Group LLC12,947$813 06/30/2022
     ESGD12,947$813 06/30/2022
HB Wealth Management LLC12,772$802 06/30/2022
     ESGD12,772$802 06/30/2022
First Hawaiian Bank12,553$788 06/30/2022
     ESGD12,553$788 06/30/2022
Honkamp Krueger Financial Services Inc.12,244$768 06/30/2022
     ESGD12,244$768 06/30/2022
Riverwater Partners LLC12,191$765 06/30/2022
     ESGD12,191$765 06/30/2022
Private Advisor Group LLC12,174$764 06/30/2022
     ESGD12,174$764 06/30/2022
Portland Global Advisors LLC12,105$760 06/30/2022
     ESGD12,105$760 06/30/2022
Beacon Pointe Advisors LLC12,022$753 06/30/2022
     ESGD12,022$753 06/30/2022
Wade Financial Advisory Inc11,905$747 06/30/2022
     ESGD11,905$747 06/30/2022
Chesley Taft & Associates LLC11,894$746 06/30/2022
     ESGD11,894$746 06/30/2022
Robertson Stephens Wealth Management LLC11,644$730 06/30/2022
     ESGD11,644$730 06/30/2022
Merit Financial Group LLC11,398$715 06/30/2022
     ESGD11,398$715 06/30/2022
Omega Financial Group LLC11,267$707 06/30/2022
     ESGD11,267$707 06/30/2022
Cetera Advisor Networks LLC11,176$702 06/30/2022
     ESGD11,176$702 06/30/2022
GSB Wealth Management LLC11,147$700 06/30/2022
     ESGD11,147$700 06/30/2022
Boston Financial Mangement LLC11,065$694 06/30/2022
     ESGD11,065$694 06/30/2022
Planning Alternatives Ltd. ADV10,949$687 06/30/2022
     ESGD10,949$687 06/30/2022
Ulrich Consultants & Investment Group LLC10,915$685 06/30/2022
     ESGD10,915$685 06/30/2022
Private Trust Co. NA10,792$677 06/30/2022
     ESGD10,792$677 06/30/2022
Sage Advisory Services Ltd.Co.10,788$677 06/30/2022
     ESGD10,788$677 06/30/2022
Wealth Alliance10,719$673 06/30/2022
     ESGD10,719$673 06/30/2022
Kelman Lazarov Inc.10,513$660 06/30/2022
     ESGD10,513$660 06/30/2022
Richard Bernstein Advisors LLC10,501$659 06/30/2022
     ESGD10,501$659 06/30/2022
Asset Dedication LLC10,406$656 06/30/2022
     ESGD10,406$656 06/30/2022
Parallel Advisors LLC10,403$653 06/30/2022
     ESGD10,403$653 06/30/2022
Private Capital Management LLC8,709$642 06/30/2022
     ESGD8,709$642 06/30/2022
Wipfli Financial Advisors LLC10,069$632 06/30/2022
     ESGD10,069$632 06/30/2022
Relyea Zuckerberg Hanson LLC10,020$629 06/30/2022
     ESGD10,020$629 06/30/2022
Main Management LLC9,899$621 06/30/2022
     ESGD9,899$621 06/30/2022
Bell Bank9,881$620 06/30/2022
     ESGD9,881$620 06/30/2022
Coldstream Capital Management Inc.9,737$611 06/30/2022
     ESGD9,737$611 06/30/2022
Veritable L.P.9,741$611 06/30/2022
     ESGD9,741$611 06/30/2022
GenTrust LLC9,523$598 06/30/2022
     ESGD9,523$598 06/30/2022
Buckingham Strategic Wealth LLC9,520$597 06/30/2022
     ESGD9,520$597 06/30/2022
REDW Wealth LLC9,371$588 06/30/2022
     ESGD9,371$588 06/30/2022
Snowden Capital Advisors LLC9,330$585 06/30/2022
     ESGD9,330$585 06/30/2022
Bartlett & Co. LLC9,245$580 06/30/2022
     ESGD9,245$580 06/30/2022
Karp Capital Management Corp9,043$568 06/30/2022
     ESGD9,043$568 06/30/2022
Patriot Financial Group Insurance Agency LLC8,952$562 06/30/2022
     ESGD8,952$562 06/30/2022
Cobblestone Capital Advisors LLC NY8,933$561 06/30/2022
     ESGD8,933$561 06/30/2022
New England Guild Wealth Advisors Inc.8,829$554 06/30/2022
     ESGD8,829$554 06/30/2022
WT Wealth Management8,729$548 06/30/2022
     ESGD8,729$548 06/30/2022
Baldrige Asset Management LLC8,625$541 06/30/2022
     ESGD8,625$541 06/30/2022
Sigma Investment Counselors Inc.8,470$532 06/30/2022
     ESGD8,470$532 06/30/2022
Capasso Planning Partners LLC8,449$530 06/30/2022
     ESGD8,449$530 06/30/2022
Austin Private Wealth LLC8,289$520 06/30/2022
     ESGD8,289$520 06/30/2022
AE Wealth Management LLC8,196$514 06/30/2022
     ESGD8,196$514 06/30/2022
Quadrant Capital Group LLC8,142$511 06/30/2022
     ESGD8,142$511 06/30/2022
Crestone Asset Management LLC8,082$507 06/30/2022
     ESGD8,082$507 06/30/2022
Stratos Wealth Partners LTD.8,045$505 06/30/2022
     ESGD8,045$505 06/30/2022
Level Financial Advisors Inc.8,021$503 06/30/2022
     ESGD8,021$503 06/30/2022
Bragg Financial Advisors Inc8,000$502 06/30/2022
     ESGD8,000$502 06/30/2022
Montecito Bank & Trust7,948$499 06/30/2022
     ESGD7,948$499 06/30/2022
Manning & Napier Group LLC7,907$496 06/30/2022
     ESGD7,907$496 06/30/2022
Acropolis Investment Management LLC7,866$494 06/30/2022
     ESGD7,866$494 06/30/2022
Heritage Wealth Advisors7,873$494 06/30/2022
     ESGD7,873$494 06/30/2022
ERn Financial LLC7,877$494 06/30/2022
     ESGD7,877$494 06/30/2022
JMG Financial Group Ltd.7,860$493 06/30/2022
     ESGD7,860$493 06/30/2022
HC Financial Advisors Inc.7,804$490 06/30/2022
     ESGD7,804$490 06/30/2022
Cambridge Trust Co.7,780$488 06/30/2022
     ESGD7,780$488 06/30/2022
Wealth Dimensions Group Ltd.7,726$485 06/30/2022
     ESGD7,726$485 06/30/2022
Moneta Group Investment Advisors LLC7,680$482 06/30/2022
     ESGD7,680$482 06/30/2022
Miracle Mile Advisors LLC7,614$478 06/30/2022
     ESGD7,614$478 06/30/2022
Wealthcare Advisory Partners LLC7,622$478 06/30/2022
     ESGD7,622$478 06/30/2022
Avantax Advisory Services Inc.7,605$477 06/30/2022
     ESGD7,605$477 06/30/2022
Baker Avenue Asset Management LP7,504$471 06/30/2022
     ESGD7,504$471 06/30/2022
Trustcore Financial Services LLC7,493$470 06/30/2022
     ESGD7,493$470 06/30/2022
United Capital Financial Advisers LLC7,464$468 06/30/2022
     ESGD7,464$468 06/30/2022
Garrett Investment Advisors LLC7,416$465 06/30/2022
     ESGD7,416$465 06/30/2022
CIBC Asset Management Inc7,170$450 06/30/2022
     ESGD7,170$450 06/30/2022
BOKF NA7,155$449 06/30/2022
     ESGD7,155$449 06/30/2022
Institutional & Family Asset Management LLC7,080$444 06/30/2022
     ESGD7,080$444 06/30/2022
Sequoia Financial Advisors LLC6,761$424 06/30/2022
     ESGD6,761$424 06/30/2022
Budros Ruhlin & Roe Inc.6,682$419 06/30/2022
     ESGD6,682$419 06/30/2022
Aaron Wealth Advisors6,691$419 06/30/2022
     ESGD6,691$419 06/30/2022
Orion Portfolio Solutions LLC6,642$417 06/30/2022
     ESGD6,642$417 06/30/2022
Bigelow Investment Advisors LLC6,434$404 06/30/2022
     ESGD6,434$404 06/30/2022
Bremer Bank National Association6,400$402 06/30/2022
     ESGD6,400$402 06/30/2022
Johnson Financial Group LLC6,401$401 06/30/2022
     ESGD6,401$401 06/30/2022
Appleton Partners Inc. MA6,375$400 06/30/2022
     ESGD6,375$400 06/30/2022
National Asset Management Inc.6,356$399 06/30/2022
     ESGD6,356$399 06/30/2022
Pure Financial Advisors Inc.6,364$399 06/30/2022
     ESGD6,364$399 06/30/2022
Wescott Financial Advisory Group LLC6,365$399 06/30/2022
     ESGD6,365$399 06/30/2022
Schneider Downs Wealth Management Advisors LP6,319$397 06/30/2022
     ESGD6,319$397 06/30/2022
Mutual Advisors LLC6,313$396 06/30/2022
     ESGD6,313$396 06/30/2022
Leverty Financial Group LLC6,310$396 06/30/2022
     ESGD6,310$396 06/30/2022
Peak Financial Management Inc.6,246$392 06/30/2022
     ESGD6,246$392 06/30/2022
Atlas Capital Advisors LLC6,193$389 06/30/2022
     ESGD6,193$389 06/30/2022
Armbruster Capital Management Inc.6,175$388 06/30/2022
     ESGD6,175$388 06/30/2022
Jordan Park Group LLC6,164$387 06/30/2022
     ESGD6,164$387 06/30/2022
Dentgroup LLC6,173$387 06/30/2022
     ESGD6,173$387 06/30/2022
Warren Street Wealth Advisors LLC6,095$383 06/30/2022
     ESGD6,095$383 06/30/2022
Tcwp LLC6,021$377 06/30/2022
     ESGD6,021$377 06/30/2022
Bailard Inc.5,992$376 06/30/2022
     ESGD5,992$376 06/30/2022
Haverford Trust Co.5,877$369 06/30/2022
     ESGD5,877$369 06/30/2022
Valley National Advisers Inc.5,879$368 06/30/2022
     ESGD5,879$368 06/30/2022
Chicago Capital LLC5,865$368 06/30/2022
     ESGD5,865$368 06/30/2022
Walkner Condon Financial Advisors LLC5,844$367 06/30/2022
     ESGD5,844$367 06/30/2022
Coastal Capital Group Inc.5,820$365 06/30/2022
     ESGD5,820$365 06/30/2022
Onyx Bridge Wealth Group LLC5,714$365 06/30/2022
     ESGD5,714$365 06/30/2022
Foster Group Inc.5,689$357 06/30/2022
     ESGD5,689$357 06/30/2022
Ascent Group LLC5,365$355 06/30/2022
     ESGD5,365$355 06/30/2022
Sentinel Trust Co. LBA5,571$350 06/30/2022
     ESGD5,571$350 06/30/2022
Aufman Associates Inc5,578$350 06/30/2022
     ESGD5,578$350 06/30/2022
KB Financial Partners LLC5,539$348 06/30/2022
     ESGD5,539$348 06/30/2022
Pittenger & Anderson Inc.5,471$343 06/30/2022
     ESGD5,471$343 06/30/2022
Regal Investment Advisors LLC5,460$343 06/30/2022
     ESGD5,460$343 06/30/2022
Heritage Wealth Management LLC5,385$338 06/30/2022
     ESGD5,385$338 06/30/2022
Tarbox Family Office Inc.5,326$334 06/30/2022
     ESGD5,326$334 06/30/2022
UMA Financial Services Inc.5,037$334 06/30/2022
     ESGD5,037$334 06/30/2022
Goodwin Investment Advisory5,327$334 06/30/2022
     ESGD5,327$334 06/30/2022
Community Bank N.A.5,285$332 06/30/2022
     ESGD5,285$332 06/30/2022
CIBC World Markets Inc.5,234$328 06/30/2022
     ESGD5,234$328 06/30/2022
1ST Source Bank5,214$327 06/30/2022
     ESGD5,214$327 06/30/2022
Simon Quick Advisors LLC4,966$325 06/30/2022
     ESGD4,966$325 06/30/2022
Sontag Advisory LLC5,148$323 06/30/2022
     ESGD5,148$323 06/30/2022
Strategic Wealth Partners Group LLC5,079$319 06/30/2022
     ESGD5,079$319 06/30/2022
Western Wealth Management LLC5,100$319 06/30/2022
     ESGD5,100$319 06/30/2022
Keystone Financial Services4,867$318 06/30/2022
     ESGD4,867$318 06/30/2022
Change Path LLC5,056$317 06/30/2022
     ESGD5,056$317 06/30/2022
Topel & Distasi Wealth Management LLC5,044$317 06/30/2022
     ESGD5,044$317 06/30/2022
Gemmer Asset Management LLC4,988$313 06/30/2022
     ESGD4,988$313 06/30/2022
Pensionmark Financial Group LLC4,733$310 06/30/2022
     ESGD4,733$310 06/30/2022
Bell Investment Advisors Inc4,741$298 06/30/2022
     ESGD4,741$298 06/30/2022
Bangor Savings Bank4,708$295 06/30/2022
     ESGD4,708$295 06/30/2022
Modera Wealth Management LLC4,672$293 06/30/2022
     ESGD4,672$293 06/30/2022
PDS Planning Inc4,658$292 06/30/2022
     ESGD4,658$292 06/30/2022
Harbour Investments Inc.4,618$290 06/30/2022
     ESGD4,618$290 06/30/2022
Capital Analysts LLC4,559$286 06/30/2022
     ESGD4,559$286 06/30/2022
AJ Wealth Strategies LLC4,536$285 06/30/2022
     ESGD4,536$285 06/30/2022
Symmetry Partners LLC4,517$283 06/30/2022
     ESGD4,517$283 06/30/2022
Plante Moran Financial Advisors LLC4,495$282 06/30/2022
     ESGD4,495$282 06/30/2022
Opal Wealth Advisors LLC4,491$282 06/30/2022
     ESGD4,491$282 06/30/2022
VERITY Wealth Advisors4,482$281 06/30/2022
     ESGD4,482$281 06/30/2022
Morton Brown Family Wealth LLC4,482$281 06/30/2022
     ESGD4,482$281 06/30/2022
Van Hulzen Asset Management LLC4,410$277 06/30/2022
     ESGD4,410$277 06/30/2022
Meeder Asset Management Inc.4,391$276 06/30/2022
     ESGD4,391$276 06/30/2022
Boston Private Wealth LLC4,400$276 06/30/2022
     ESGD4,400$276 06/30/2022
Sage Financial Group Inc.4,331$272 06/30/2022
     ESGD4,331$272 06/30/2022
Hanson & Doremus Investment Management4,233$266 06/30/2022
     ESGD4,233$266 06/30/2022
Assetmark Inc.4,201$264 06/30/2022
     ESGD4,201$264 06/30/2022
Buckingham Strategic Partners4,206$264 06/30/2022
     ESGD4,206$264 06/30/2022
Truefg LLC4,180$262 06/30/2022
     ESGD4,180$262 06/30/2022
Arbor Investment Advisors LLC4,154$261 06/30/2022
     ESGD4,154$261 06/30/2022
Obermeyer Wood Investment Counsel Lllp4,120$259 06/30/2022
     ESGD4,120$259 06/30/2022
Signature Estate & Investment Advisors LLC4,095$257 06/30/2022
     ESGD4,095$257 06/30/2022
Strategic Blueprint LLC4,020$252 06/30/2022
     ESGD4,020$252 06/30/2022
Fort Point Capital Partners LLC4,004$251 06/30/2022
     ESGD4,004$251 06/30/2022
FMR LLC3,928$246 06/30/2022
     ESGD3,928$246 06/30/2022
Stegent Equity Advisors Inc.3,872$243 06/30/2022
     ESGD3,872$243 06/30/2022
Grimes & Company Inc.3,825$240 06/30/2022
     ESGD3,825$240 06/30/2022
Fingerlakes Wealth Management Inc.3,823$240 06/30/2022
     ESGD3,823$240 06/30/2022
Citigroup Inc.3,792$238 06/30/2022
     ESGD3,792$238 06/30/2022
Cetera Advisors LLC3,780$237 06/30/2022
     ESGD3,780$237 06/30/2022
ETF Portfolio Partners Inc.3,784$237 06/30/2022
     ESGD3,784$237 06/30/2022
O Brien Wealth Partners LLC3,774$237 06/30/2022
     ESGD3,774$237 06/30/2022
Horizons Wealth Management3,562$235 06/30/2022
     ESGD3,562$235 06/30/2022
Pathway Financial Advisors LLC3,724$234 06/30/2022
     ESGD3,724$234 06/30/2022
WCG Wealth Advisors LLC3,702$232 06/30/2022
     ESGD3,702$232 06/30/2022
Integrated Advisors Network LLC3,676$231 06/30/2022
     ESGD3,676$231 06/30/2022
Warner Financial Inc.3,674$231 06/30/2022
     ESGD3,674$231 06/30/2022
Karn Couzens & Associates Inc.3,130$231 03/31/2022
     ESGD3,130$231 03/31/2022
Unionview LLC3,615$227 06/30/2022
     ESGD3,615$227 06/30/2022
Matrix Asset Advisors Inc. NY3,600$226 06/30/2022
     ESGD3,600$226 06/30/2022
Twin Focus Capital Partners LLC3,600$226 06/30/2022
     ESGD3,600$226 06/30/2022
AlphaCore Capital LLC3,577$224 06/30/2022
     ESGD3,577$224 06/30/2022
Weil Company Inc.3,556$223 06/30/2022
     ESGD3,556$223 06/30/2022
Silver Oak Advisory Group Inc.3,486$219 06/30/2022
     ESGD3,486$219 06/30/2022
Spire Wealth Management3,457$217 06/30/2022
     ESGD3,457$217 06/30/2022
High Falls Advisors Inc3,359$211 06/30/2022
     ESGD3,359$211 06/30/2022
Perennial Investment Advisors LLC3,340$210 06/30/2022
     ESGD3,340$210 06/30/2022
Cherrydale Wealth Management LLC3,350$210 06/30/2022
     ESGD3,350$210 06/30/2022
Brinker Capital Investments LLC3,308$208 06/30/2022
     ESGD3,308$208 06/30/2022
Facet Wealth Inc.3,224$202 06/30/2022
     ESGD3,224$202 06/30/2022
Kingsview Wealth Management LLC3,204$201 06/30/2022
     ESGD3,204$201 06/30/2022
United Asset Strategies Inc.3,192$200 06/30/2022
     ESGD3,192$200 06/30/2022
Addison Advisors LLC3,060$192 06/30/2022
     ESGD3,060$192 06/30/2022
Morling Financial Advisors LLC2,928$184 06/30/2022
     ESGD2,928$184 06/30/2022
Global Retirement Partners LLC2,841$178 06/30/2022
     ESGD2,841$178 06/30/2022
CoreCap Advisors LLC2,733$172 06/30/2022
     ESGD2,733$172 06/30/2022
Pecaut & CO.2,706$170 06/30/2022
     ESGD2,706$170 06/30/2022
Allworth Financial LP2,368$149 06/30/2022
     ESGD2,368$149 06/30/2022
Grand Wealth Management LLC2,359$148 06/30/2022
     ESGD2,359$148 06/30/2022
Covestor Ltd2,319$146 06/30/2022
     ESGD2,319$146 06/30/2022
CWS Financial Advisors LLC2,276$143 06/30/2022
     ESGD2,276$143 06/30/2022
Whittier Trust Co. of Nevada Inc.2,207$139 06/30/2022
     ESGD2,207$139 06/30/2022
AdvisorNet Financial Inc2,180$137 06/30/2022
     ESGD2,180$137 06/30/2022
Sugarloaf Wealth Management LLC2,102$132 06/30/2022
     ESGD2,102$132 06/30/2022
Aptus Capital Advisors LLC1,961$123 06/30/2022
     ESGD1,961$123 06/30/2022
EverSource Wealth Advisors LLC1,946$122 06/30/2022
     ESGD1,946$122 06/30/2022
Cary Street Partners Investment Advisory LLC1,798$113 06/30/2022
     ESGD1,798$113 06/30/2022
Fieldpoint Private Securities LLC1,780$112 06/30/2022
     ESGD1,780$112 06/30/2022
FinTrust Capital Advisors LLC1,727$110 06/30/2022
     ESGD1,727$110 06/30/2022
Creative Financial Designs Inc. ADV1,701$107 06/30/2022
     ESGD1,701$107 06/30/2022
Belpointe Asset Management LLC1,610$100 06/30/2022
     ESGD1,610$100 06/30/2022
Prospera Financial Services Inc1,528$96 06/30/2022
     ESGD1,528$96 06/30/2022
Sterling Investment Advisors Ltd.1,500$94 06/30/2022
     ESGD1,500$94 06/30/2022
Bank of New Hampshire1,385$87 06/30/2022
     ESGD1,385$87 06/30/2022
MUFG Americas Holdings Corp1,361$85 06/30/2022
     ESGD1,361$85 06/30/2022
National Bank of Canada FI1,339$84 06/30/2022
     ESGD1,339$84 06/30/2022
Signaturefd LLC1,314$82 06/30/2022
     ESGD1,314$82 06/30/2022
Oliver Lagore Vanvalin Investment Group1,268$80 06/30/2022
     ESGD1,268$80 06/30/2022
Trust Co. of Vermont1,255$79 06/30/2022
     ESGD1,255$79 06/30/2022
North Star Investment Management Corp.1,246$78 06/30/2022
     ESGD1,246$78 06/30/2022
Lowe Wealth Advisors LLC1,200$75 06/30/2022
     ESGD1,200$75 06/30/2022
Gould Capital LLC1,145$72 06/30/2022
     ESGD1,145$72 06/30/2022
Urban Wealth Management LLC1,122$70 06/30/2022
     ESGD1,122$70 06/30/2022
AllSquare Wealth Management LLC1,096$69 06/30/2022
     ESGD1,096$69 06/30/2022
Atticus Wealth Management LLC1,052$66 06/30/2022
     ESGD1,052$66 06/30/2022
Mayflower Financial Advisors LLC13,221$66 06/30/2022
     ESGD13,221$66 06/30/2022
Cribstone Capital Management LLC1,022$64 06/30/2022
     ESGD1,022$64 06/30/2022
Bourgeon Capital Management LLC995$62 06/30/2022
     ESGD995$62 06/30/2022
Bellwether Advisors LLC979$61 06/30/2022
     ESGD979$61 06/30/2022
Trust Co959$60 06/30/2022
     ESGD959$60 06/30/2022
DB Wealth Management Group LLC950$60 06/30/2022
     ESGD950$60 06/30/2022
MCF Advisors LLC917$58 06/30/2022
     ESGD917$58 06/30/2022
IAG Wealth Partners LLC894$56 06/30/2022
     ESGD894$56 06/30/2022
Ritter Daniher Financial Advisory LLC744$55 03/31/2022
     ESGD744$55 03/31/2022
O Shaughnessy Asset Management LLC836$52 06/30/2022
     ESGD836$52 06/30/2022
HBC Financial Services PLLC835$52 06/30/2022
     ESGD835$52 06/30/2022
Ancora Advisors LLC762$48 06/30/2022
     ESGD762$48 06/30/2022
Key Financial Inc695$44 06/30/2022
     ESGD695$44 06/30/2022
Pacific Center for Financial Services673$42 06/30/2022
     ESGD673$42 06/30/2022
Ellis Investment Partners LLC627$39 06/30/2022
     ESGD627$39 06/30/2022
Larson Financial Group LLC590$37 06/30/2022
     ESGD590$37 06/30/2022
Leelyn Smith LLC557$35 06/30/2022
     ESGD557$35 06/30/2022
Center for Financial Planning Inc.545$34 06/30/2022
     ESGD545$34 06/30/2022
Better Money Decisions LLC537$34 06/30/2022
     ESGD537$34 06/30/2022
PrairieView Partners LLC493$31 06/30/2022
     ESGD493$31 06/30/2022
Investors Research Corp476$30 06/30/2022
     ESGD476$30 06/30/2022
Geneos Wealth Management Inc.469$29 06/30/2022
     ESGD469$29 06/30/2022
Your Advocates Ltd. LLP455$29 06/30/2022
     ESGD455$29 06/30/2022
Bessemer Group Inc.454$28 06/30/2022
     ESGD454$28 06/30/2022
Motco446$28 06/30/2022
     ESGD446$28 06/30/2022
Ameritas Investment Partners Inc.435$27 06/30/2022
     ESGD435$27 06/30/2022
Sargent Bickham Lagudis LLC430$27 06/30/2022
     ESGD430$27 06/30/2022
Rise Advisors LLC409$26 06/30/2022
     ESGD409$26 06/30/2022
Financial Advisory Service Inc.397$25 06/30/2022
     ESGD397$25 06/30/2022
4Thought Financial Group Inc.363$23 06/30/2022
     ESGD363$23 06/30/2022
Iron Horse Wealth Management LLC355$22 06/30/2022
     ESGD355$22 06/30/2022
Bogart Wealth LLC311$20 06/30/2022
     ESGD311$20 06/30/2022
288$18 06/30/2022
     ESGD288$18 06/30/2022
Credit Suisse AG249$17 06/30/2022
     ESGD249$17 06/30/2022
Coston McIsaac & Partners268$17 06/30/2022
     ESGD268$17 06/30/2022
Harbor Investment Advisory LLC254$16 06/30/2022
     ESGD254$16 06/30/2022
Clearview Wealth Advisors LLC248$16 06/30/2022
     ESGD248$16 06/30/2022
Cardinal Strategic Wealth Guidance236$15 06/30/2022
     ESGD236$15 06/30/2022
Barclays PLC223$14 06/30/2022
     ESGD223$14 06/30/2022
Disciplined Investments LLC220$14 06/30/2022
     ESGD220$14 06/30/2022
Aspire Wealth Management Corp229$14 06/30/2022
     ESGD229$14 06/30/2022
Aspire Private Capital LLC169$11 06/30/2022
     ESGD169$11 06/30/2022
Howe & Rusling Inc.153$10 06/30/2022
     ESGD153$10 06/30/2022
Rice Partnership LLC129$8 06/30/2022
     ESGD129$8 06/30/2022
SJS Investment Consulting Inc.80$6 03/31/2022
     ESGD80$6 03/31/2022
Clearstead Advisors LLC75$5 06/30/2022
     ESGD75$5 06/30/2022
Macroview Investment Management LLC82$5 06/30/2022
     ESGD82$5 06/30/2022
HM Payson & Co.58$4 06/30/2022
     ESGD58$4 06/30/2022
Tortoise Investment Management LLC61$4 06/30/2022
     ESGD61$4 06/30/2022
Nvwm LLC67$4 06/30/2022
     ESGD67$4 06/30/2022
Toth Financial Advisory Corp52$3 06/30/2022
     ESGD52$3 06/30/2022
McIlrath & Eck LLC50$3 06/30/2022
     ESGD50$3 06/30/2022
Lindbrook Capital LLC49$3 06/30/2022
     ESGD49$3 06/30/2022
Ten Capital Wealth Advisors LLC54$3 06/30/2022
     ESGD54$3 06/30/2022
Money Concepts Capital Corp25$2 06/30/2022
     ESGD25$2 06/30/2022
Smithfield Trust Co.25$2 06/30/2022
     ESGD25$2 06/30/2022
Laurel Wealth Advisors LLC24$2 06/30/2022
     ESGD24$2 06/30/2022
Gradient Investments LLC11$1 06/30/2022
     ESGD11$1 06/30/2022
Rosenberg Matthew Hamilton15$1 06/30/2022
     ESGD15$1 06/30/2022
Wit LLC17$1 06/30/2022
     ESGD17$1 06/30/2022
Eagle Bay Advisors LLC19$1 06/30/2022
     ESGD19$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     ESGD0$0 06/30/2022
Spartan Planning & Wealth Management3$0 06/30/2022
     ESGD3$0 06/30/2022
Curi Capital2$0 06/30/2022
     ESGD2$0 06/30/2022
Ronald Blue Trust Inc.5$0 06/30/2022
     ESGD5$0 06/30/2022
Allianz Asset Management GmbH53,959$-2,145,796 06/30/2022
     Put31,739,180$2,149,182 06/30/2022
     ESGD53,959$3,386 06/30/2022

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

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