HoldingsChannel.com
Funds Holding ESGU

On this page, we present all of the funds holding ESGU from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ESGU, with a link to that fund's top holdings. The next columns indicate the amount of ESGU stock held by each of the funds holding ESGU, followed by the ESGU position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 723 funds holding ESGU 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 ESGU), click the fund name in the "Holder" column of the funds-holding-ESGU table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE13,528,191$1,419,378 12/31/2023
     ESGU13,528,191$1,419,378 12/31/2023
Envestnet Asset Management Inc.12,700,969$1,332,586 12/31/2023
     ESGU12,700,969$1,332,586 12/31/2023
JPMorgan Chase & Co.10,674,878$1,120,008 12/31/2023
     ESGU10,674,878$1,120,008 12/31/2023
BlackRock Inc.5,280,015$553,979 12/31/2023
     ESGU5,280,015$553,979 12/31/2023
TIAA Trust National Association4,583,209$480,870 12/31/2023
     ESGU4,583,209$480,870 12/31/2023
Goldman Sachs Group Inc.3,804,807$399,200 12/31/2023
     ESGU3,804,807$399,200 12/31/2023
LPL Financial LLC3,365,093$353,066 12/31/2023
     ESGU3,365,093$353,066 12/31/2023
Morgan Stanley3,183,901$334,055 12/31/2023
     ESGU3,183,901$334,055 12/31/2023
Northern Trust Corp3,100,044$325,257 12/31/2023
     ESGU3,100,044$325,257 12/31/2023
Betterment LLC2,553,484$267,912 12/31/2023
     ESGU2,553,484$267,912 12/31/2023
Wells Fargo & Company MN2,415,774$253,463 12/31/2023
     ESGU2,415,774$253,463 12/31/2023
Acorns Advisers LLC2,191,503$229,932 12/31/2023
     ESGU2,191,503$229,932 12/31/2023
Bank of Italy2,068,908$217,070 12/31/2023
     ESGU2,068,908$217,070 12/31/2023
Envestnet Portfolio Solutions Inc.1,885,572$197,834 12/31/2023
     ESGU1,885,572$197,834 12/31/2023
Wealthfront Advisers LLC1,671,008$192,099 03/31/2024
     ESGU1,671,008$192,099 03/31/2024
Advisor Group Holdings Inc.1,297,765$136,241 12/31/2023
     ESGU1,297,765$136,241 12/31/2023
Sumitomo Mitsui Financial Group Inc.1,160,614$121,772 12/31/2023
     ESGU1,160,614$121,772 12/31/2023
MML Investors Services LLC1,141,320$119,747 12/31/2023
     ESGU1,141,320$119,747 12/31/2023
Commonwealth Equity Services LLC1,057,382$110,941 12/31/2023
     ESGU1,057,382$110,941 12/31/2023
Financial Gravity Asset Management Inc.1,027,102$107,764 12/31/2023
     ESGU1,027,102$107,764 12/31/2023
Empower Advisory Group LLC825,962$86,660 12/31/2023
     ESGU825,962$86,660 12/31/2023
Northwestern Mutual Wealth Management Co.734,758$77,094 12/31/2023
     ESGU734,758$77,094 12/31/2023
Ameriprise Financial Inc.705,329$74,003 12/31/2023
     ESGU705,329$74,003 12/31/2023
Mirae Asset Global Investments Co. Ltd.642,030$67,362 12/31/2023
     ESGU642,030$67,362 12/31/2023
Janney Montgomery Scott LLC634,830$66,606 12/31/2023
     ESGU634,830$66,606 12/31/2023
CWM LLC534,583$61,456 03/31/2024
     ESGU534,583$61,456 03/31/2024
Partners Capital Investment Group LLP528,512$55,451 12/31/2023
     ESGU528,512$55,451 12/31/2023
Citigroup Inc.526,816$55,274 12/31/2023
     ESGU526,816$55,274 12/31/2023
Park Avenue Securities LLC461,008$52,998 03/31/2024
     ESGU461,008$52,998 03/31/2024
Royal Bank of Canada497,803$52,229 12/31/2023
     ESGU497,803$52,229 12/31/2023
Wealthsource Partners LLC478,322$50,186 12/31/2023
     ESGU478,322$50,186 12/31/2023
Fiduciary Trust Co.451,686$47,391 12/31/2023
     ESGU451,686$47,391 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors431,035$45,224 12/31/2023
     ESGU431,035$45,224 12/31/2023
UBS Group AG409,365$42,951 12/31/2023
     ESGU409,365$42,951 12/31/2023
Cetera Investment Advisers389,850$40,903 12/31/2023
     ESGU389,850$40,903 12/31/2023
Cetera Advisor Networks LLC366,992$38,505 12/31/2023
     ESGU366,992$38,505 12/31/2023
HighTower Advisors LLC351,065$36,839 12/31/2023
     ESGU351,065$36,839 12/31/2023
GWM Advisors LLC349,226$36,837 12/31/2023
     ESGU349,226$36,837 12/31/2023
JB Capital LLC348,421$36,556 12/31/2023
     ESGU348,421$36,556 12/31/2023
Cambridge Investment Research Advisors Inc.346,285$36,332 12/31/2023
     ESGU346,285$36,332 12/31/2023
Alesco Advisors LLC322,155$33,801 12/31/2023
     ESGU322,155$33,801 12/31/2023
Ally Invest Advisors Inc.315,643$33,117 12/31/2023
     ESGU315,643$33,117 12/31/2023
Mercer Global Advisors Inc. ADV311,378$32,670 12/31/2023
     ESGU311,378$32,670 12/31/2023
Bank of New York Mellon Corp299,560$31,430 12/31/2023
     ESGU299,560$31,430 12/31/2023
United Capital Financial Advisers LLC298,248$31,292 12/31/2023
     ESGU298,248$31,292 12/31/2023
IMPACTfolio LLC261,982$30,117 03/31/2024
     ESGU261,982$30,117 03/31/2024
Vestcor Inc269,500$28,276 12/31/2023
     ESGU269,500$28,276 12/31/2023
Creative Planning246,761$25,890 12/31/2023
     ESGU246,761$25,890 12/31/2023
Keybank National Association OH235,554$24,714 12/31/2023
     ESGU235,554$24,714 12/31/2023
Stifel Financial Corp225,436$23,653 12/31/2023
     ESGU225,436$23,653 12/31/2023
Sharkey Howes & Javer205,742$23,652 03/31/2024
     ESGU205,742$23,652 03/31/2024
Brookstone Capital Management204,811$23,545 03/31/2024
     ESGU204,811$23,545 03/31/2024
Clarity Asset Management Inc.223,467$23,446 12/31/2023
     ESGU223,467$23,446 12/31/2023
Icon Wealth Advisors LLC212,777$22,325 12/31/2023
     ESGU212,777$22,325 12/31/2023
Wealth Enhancement Advisory Services LLC185,455$21,320 03/31/2024
     ESGU185,455$21,320 03/31/2024
Atria Wealth Solutions Inc.191,418$20,084 12/31/2023
     ESGU191,418$20,084 12/31/2023
Dohj LLC171,194$19,681 03/31/2024
     ESGU171,194$19,681 03/31/2024
Journey Strategic Wealth LLC183,527$19,256 12/31/2023
     ESGU183,527$19,256 12/31/2023
National Bank of Canada FI182,600$19,027 12/31/2023
     ESGU182,600$19,027 12/31/2023
Truist Financial Corp177,870$18,662 12/31/2023
     ESGU177,870$18,662 12/31/2023
Money Design Co. Ltd.174,678$18,327 12/31/2023
     ESGU174,678$18,327 12/31/2023
Raymond James & Associates159,023$18,281 03/31/2024
     ESGU159,023$18,281 03/31/2024
Raymond James Financial Services Advisors Inc.158,794$18,255 03/31/2024
     ESGU158,794$18,255 03/31/2024
RSM US Wealth Management LLC173,311$18,184 12/31/2023
     ESGU173,311$18,184 12/31/2023
Integrated Wealth Concepts LLC172,752$18,125 12/31/2023
     ESGU172,752$18,125 12/31/2023
Mission Wealth Management LP167,459$17,570 12/31/2023
     ESGU167,459$17,570 12/31/2023
Sand Hill Global Advisors LLC165,239$17,337 12/31/2023
     ESGU165,239$17,337 12/31/2023
Sei Investments Co.162,834$17,084 12/31/2023
     ESGU162,834$17,084 12/31/2023
Atria Investments LLC152,557$16,006 12/31/2023
     ESGU152,557$16,006 12/31/2023
One Wealth Advisors LLC136,395$15,680 03/31/2024
     ESGU136,395$15,680 03/31/2024
Northwest Capital Management Inc131,882$15,161 03/31/2024
     ESGU131,882$15,161 03/31/2024
Van Hulzen Asset Management LLC144,150$15,124 12/31/2023
     ESGU144,150$15,124 12/31/2023
Affinity Capital Advisors LLC129,157$14,848 03/31/2024
     ESGU129,157$14,848 03/31/2024
Prudential Financial Inc.140,457$14,737 12/31/2023
     ESGU140,457$14,737 12/31/2023
Joel Isaacson & Co. LLC137,879$14,466 12/31/2023
     ESGU137,879$14,466 12/31/2023
Client 1ST Advisory Group LLC134,460$14,108 12/31/2023
     ESGU134,460$14,108 12/31/2023
Two Sigma Investments LP132,700$13,923 12/31/2023
     ESGU132,700$13,923 12/31/2023
Erickson Financial Group LLC131,707$13,819 12/31/2023
     ESGU131,707$13,819 12/31/2023
Apella Capital LLC120,597$13,772 03/31/2024
     ESGU120,597$13,772 03/31/2024
Alliancebernstein L.P.129,311$13,567 12/31/2023
     ESGU129,311$13,567 12/31/2023
Spinnaker Trust121,976$12,798 12/31/2023
     ESGU121,976$12,798 12/31/2023
Keebeck Wealth Management LLC121,886$12,788 12/31/2023
     ESGU121,886$12,788 12/31/2023
Spectrum Asset Management Inc. NB CA 120,336$12,626 12/31/2023
     ESGU120,336$12,626 12/31/2023
Schroder Investment Management Group119,861$12,576 12/31/2023
     ESGU119,861$12,576 12/31/2023
West Wealth Group LLC118,827$12,467 12/31/2023
     ESGU118,827$12,467 12/31/2023
Strategic Blueprint LLC118,413$12,424 12/31/2023
     ESGU118,413$12,424 12/31/2023
Cetera Advisors LLC114,450$12,008 12/31/2023
     ESGU114,450$12,008 12/31/2023
Kestra Advisory Services LLC114,312$11,994 12/31/2023
     ESGU114,312$11,994 12/31/2023
CFS Investment Advisory Services LLC109,221$11,459 12/31/2023
     ESGU109,221$11,459 12/31/2023
Avantax Advisory Services Inc.109,137$11,451 12/31/2023
     ESGU109,137$11,451 12/31/2023
Laurel Wealth Planning LLC99,299$11,415 03/31/2024
     ESGU99,299$11,415 03/31/2024
Merit Financial Group LLC107,497$11,279 12/31/2023
     ESGU107,497$11,279 12/31/2023
Maia Wealth LLC104,366$10,950 12/31/2023
     ESGU104,366$10,950 12/31/2023
Orion Portfolio Solutions LLC103,865$10,863 12/31/2023
     ESGU103,865$10,863 12/31/2023
Harbour Investments Inc.103,099$10,817 12/31/2023
     ESGU103,099$10,817 12/31/2023
Plancorp LLC101,763$10,677 12/31/2023
     ESGU101,763$10,677 12/31/2023
Staley Capital Advisers Inc.100,135$10,506 12/31/2023
     ESGU100,135$10,506 12/31/2023
Neuberger Berman Group LLC96,219$10,095 12/31/2023
     ESGU96,219$10,095 12/31/2023
TNF LLC92,903$10,050 12/31/2023
     ESGU92,903$10,050 12/31/2023
Ronald Blue Trust Inc.94,529$9,918 12/31/2023
     ESGU94,529$9,918 12/31/2023
Lineweaver Wealth Advisors LLC93,698$9,832 12/31/2023
     ESGU93,698$9,832 12/31/2023
CI Private Wealth LLC93,142$9,772 12/31/2023
     ESGU93,142$9,772 12/31/2023
BNP Paribas Arbitrage SA92,605$9,716 12/31/2023
     ESGU92,605$9,716 12/31/2023
Spectrum Wealth Counsel LLC91,741$9,625 12/31/2023
     ESGU91,741$9,625 12/31/2023
Mariner LLC88,219$9,256 12/31/2023
     ESGU88,219$9,256 12/31/2023
Blue Edge Capital LLC87,882$9,221 12/31/2023
     ESGU87,882$9,221 12/31/2023
Fisher Asset Management LLC85,378$8,958 12/31/2023
     ESGU85,378$8,958 12/31/2023
Wealth Alliance85,022$8,920 12/31/2023
     ESGU85,022$8,920 12/31/2023
Putnam FL Investment Management Co.83,961$8,809 12/31/2023
     ESGU83,961$8,809 12/31/2023
AE Wealth Management LLC81,331$8,729 12/31/2023
     ESGU81,331$8,729 12/31/2023
Farther Finance Advisors LLC81,633$8,565 12/31/2023
     ESGU81,633$8,565 12/31/2023
Susquehanna International Group LLP80,384$8,434 12/31/2023
     ESGU80,384$8,434 12/31/2023
US Bancorp DE80,360$8,431 12/31/2023
     ESGU80,360$8,431 12/31/2023
High Falls Advisors Inc80,262$8,421 12/31/2023
     ESGU80,262$8,421 12/31/2023
AlTi Global Inc.78,621$8,249 12/31/2023
     ESGU78,621$8,249 12/31/2023
Advisory Services Network LLC78,541$8,241 12/31/2023
     ESGU78,541$8,241 12/31/2023
Prudent Man Advisors LLC78,258$8,211 12/31/2023
     ESGU78,258$8,211 12/31/2023
Parkside Advisors LLC71,358$8,203 03/31/2024
     ESGU71,358$8,203 03/31/2024
Relyea Zuckerberg Hanson LLC70,940$8,155 03/31/2024
     ESGU70,940$8,155 03/31/2024
Cypress Wealth Services LLC69,517$7,992 03/31/2024
     ESGU69,517$7,992 03/31/2024
MA Private Wealth75,384$7,909 12/31/2023
     ESGU75,384$7,909 12/31/2023
Desjardins Global Asset Management Inc.74,140$7,777 12/31/2023
     ESGU74,140$7,777 12/31/2023
Thrivent Financial for Lutherans73,064$7,666 12/31/2023
     ESGU73,064$7,666 12/31/2023
Lincoln National Corp70,265$7,372 12/31/2023
     ESGU70,265$7,372 12/31/2023
Two Sigma Advisers LP68,800$7,218 12/31/2023
     ESGU68,800$7,218 12/31/2023
National Asset Management Inc.68,690$7,207 12/31/2023
     ESGU68,690$7,207 12/31/2023
Private Ocean LLC61,340$7,052 03/31/2024
     ESGU61,340$7,052 03/31/2024
Miracle Mile Advisors LLC61,166$7,032 03/31/2024
     ESGU61,166$7,032 03/31/2024
Dynamic Advisor Solutions LLC60,845$6,995 03/31/2024
     ESGU60,845$6,995 03/31/2024
Keystone Financial Services66,242$6,950 12/31/2023
     ESGU66,242$6,950 12/31/2023
Private Advisor Group LLC66,018$6,927 12/31/2023
     ESGU66,018$6,927 12/31/2023
Summit X LLC65,126$6,833 12/31/2023
     ESGU65,126$6,833 12/31/2023
Mutual Advisors LLC64,892$6,808 12/31/2023
     ESGU64,892$6,808 12/31/2023
Modera Wealth Management LLC64,585$6,776 12/31/2023
     ESGU64,585$6,776 12/31/2023
Financial Advisors LLC63,668$6,680 12/31/2023
     ESGU63,668$6,680 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management62,343$6,541 12/31/2023
     ESGU62,343$6,541 12/31/2023
Townsquare Capital LLC61,824$6,487 12/31/2023
     ESGU61,824$6,487 12/31/2023
WealthShield Partners LLC61,695$6,473 12/31/2023
     ESGU61,695$6,473 12/31/2023
Perigon Wealth Management LLC60,151$6,311 12/31/2023
     ESGU60,151$6,311 12/31/2023
Invst LLC57,725$6,275 12/31/2023
     ESGU57,725$6,275 12/31/2023
Pacific Financial Group Inc.59,088$6,200 12/31/2023
     ESGU59,088$6,200 12/31/2023
Snowden Capital Advisors LLC58,845$6,174 12/31/2023
     ESGU58,845$6,174 12/31/2023
Halbert Hargrove Global Advisors LLC53,433$6,143 03/31/2024
     ESGU53,433$6,143 03/31/2024
Franklin Resources Inc.56,855$5,965 12/31/2023
     ESGU56,855$5,965 12/31/2023
Facet Wealth Inc.54,779$5,955 12/31/2023
     ESGU54,779$5,955 12/31/2023
FMR LLC56,567$5,935 12/31/2023
     ESGU56,567$5,935 12/31/2023
First Horizon Advisors Inc.56,506$5,929 12/31/2023
     ESGU56,506$5,929 12/31/2023
Goodwin Investment Advisory56,381$5,915 12/31/2023
     ESGU56,381$5,915 12/31/2023
Cerity Partners LLC54,983$5,769 12/31/2023
     ESGU54,983$5,769 12/31/2023
One Wealth Management Investment & Advisory Services LLC54,204$5,687 12/31/2023
     ESGU54,204$5,687 12/31/2023
Mayflower Financial Advisors LLC54,107$5,677 12/31/2023
     ESGU54,107$5,677 12/31/2023
Long Run Wealth Advisors LLC53,968$5,662 12/31/2023
     ESGU53,968$5,662 12/31/2023
Ferguson Wellman Capital Management Inc.47,429$5,452 03/31/2024
     ESGU47,429$5,452 03/31/2024
Trilogy Capital Inc.47,343$5,443 03/31/2024
     ESGU47,343$5,443 03/31/2024
Hart & Patterson Financial Group LLC47,267$5,434 03/31/2024
     ESGU47,267$5,434 03/31/2024
Captrust Financial Advisors51,445$5,398 12/31/2023
     ESGU51,445$5,398 12/31/2023
Swmg LLC49,672$5,212 12/31/2023
     ESGU49,672$5,212 12/31/2023
RHS Financial LLC44,412$5,106 03/31/2024
     ESGU44,412$5,106 03/31/2024
Summit Wealth Group LLC47,728$5,008 12/31/2023
     ESGU47,728$5,008 12/31/2023
Waypoint Wealth Partners Inc.47,169$4,949 12/31/2023
     ESGU47,169$4,949 12/31/2023
Morningstar Investment Services LLC46,041$4,846 12/31/2023
     ESGU46,041$4,846 12/31/2023
Adroit Compliance LLC45,958$4,822 12/31/2023
     ESGU45,958$4,822 12/31/2023
Klaas Financial Asset Advisors LLC45,958$4,822 12/31/2023
     ESGU45,958$4,822 12/31/2023
Montecito Bank & Trust41,940$4,821 03/31/2024
     ESGU41,940$4,821 03/31/2024
Valeo Financial Advisors LLC41,503$4,771 03/31/2024
     ESGU41,503$4,771 03/31/2024
Spectrum Planning & Advisory Services Inc.45,419$4,765 12/31/2023
     ESGU45,419$4,765 12/31/2023
Institute for Wealth Management LLC.44,500$4,669 12/31/2023
     ESGU44,500$4,669 12/31/2023
Keystone Wealth Services LLC40,521$4,658 03/31/2024
     ESGU40,521$4,658 03/31/2024
McKinley Carter Wealth Services Inc.43,403$4,554 12/31/2023
     ESGU43,403$4,554 12/31/2023
Focus Financial Network Inc. ADV43,250$4,538 12/31/2023
     ESGU43,250$4,538 12/31/2023
Apollon Wealth Management LLC42,999$4,512 12/31/2023
     ESGU42,999$4,512 12/31/2023
Transcend Wealth Collective LLC42,945$4,506 12/31/2023
     ESGU42,945$4,506 12/31/2023
Clear Creek Financial Management LLC42,775$4,488 12/31/2023
     ESGU42,775$4,488 12/31/2023
Stratos Wealth Partners LTD.39,018$4,486 03/31/2024
     ESGU39,018$4,486 03/31/2024
Regal Investment Advisors LLC42,696$4,480 12/31/2023
     ESGU42,696$4,480 12/31/2023
CoreCap Advisors LLC42,553$4,465 12/31/2023
     ESGU42,553$4,465 12/31/2023
Kestra Private Wealth Services LLC41,620$4,367 12/31/2023
     ESGU41,620$4,367 12/31/2023
RFG Advisory LLC37,057$4,260 03/31/2024
     ESGU37,057$4,260 03/31/2024
Proequities Inc.40,016$4,198 12/31/2023
     ESGU40,016$4,198 12/31/2023
ONE Advisory Partners LLC36,344$4,178 03/31/2024
     ESGU36,344$4,178 03/31/2024
Parallel Advisors LLC39,019$4,094 12/31/2023
     ESGU39,019$4,094 12/31/2023
Asset Allocation & Management Company LLC34,000$3,909 03/31/2024
     ESGU34,000$3,909 03/31/2024
AdvisorNet Financial Inc33,656$3,869 03/31/2024
     ESGU33,656$3,869 03/31/2024
Apeiron RIA LLC33,365$3,836 03/31/2024
     ESGU33,365$3,836 03/31/2024
Certus Wealth Management LLC36,326$3,811 12/31/2023
     ESGU36,326$3,811 12/31/2023
UMA Financial Services Inc.33,811$3,735 03/31/2024
     ESGU33,811$3,735 03/31/2024
Wetherby Asset Management Inc.35,291$3,703 12/31/2023
     ESGU35,291$3,703 12/31/2023
Mount Yale Investment Advisors LLC34,930$3,665 12/31/2023
     ESGU34,930$3,665 12/31/2023
Integrated Advisors Network LLC34,869$3,658 12/31/2023
     ESGU34,869$3,658 12/31/2023
Lake Street Advisors Group LLC34,678$3,638 12/31/2023
     ESGU34,678$3,638 12/31/2023
Provence Wealth Management Group34,428$3,612 12/31/2023
     ESGU34,428$3,612 12/31/2023
Global Assets Advisory LLC30,881$3,550 03/31/2024
     ESGU30,881$3,550 03/31/2024
My Legacy Advisors LLC33,830$3,550 12/31/2023
     ESGU33,830$3,550 12/31/2023
Wade G W & Inc.33,067$3,469 12/31/2023
     ESGU33,067$3,469 12/31/2023
Baystate Wealth Management LLC32,912$3,453 12/31/2023
     ESGU32,912$3,453 12/31/2023
Bogart Wealth LLC32,493$3,409 12/31/2023
     ESGU32,493$3,409 12/31/2023
BCJ Capital Management LLC32,410$3,400 12/31/2023
     ESGU32,410$3,400 12/31/2023
Benchmark Investment Advisors LLC32,410$3,400 12/31/2023
     ESGU32,410$3,400 12/31/2023
Csenge Advisory Group32,170$3,375 12/31/2023
     ESGU32,170$3,375 12/31/2023
SigFig Wealth Management LLC31,981$3,355 12/31/2023
     ESGU31,981$3,355 12/31/2023
FLC Capital Advisors30,821$3,234 12/31/2023
     ESGU30,821$3,234 12/31/2023
Integris Wealth Management LLC30,677$3,219 12/31/2023
     ESGU30,677$3,219 12/31/2023
Equitable Holdings Inc.30,366$3,186 12/31/2023
     ESGU30,366$3,186 12/31/2023
STA Wealth Management LLC30,189$3,167 12/31/2023
     ESGU30,189$3,167 12/31/2023
FFG Retirement Advisors LLC29,815$3,128 12/31/2023
     ESGU29,815$3,128 12/31/2023
Macroview Investment Management LLC29,383$3,083 12/31/2023
     ESGU29,383$3,083 12/31/2023
Dfpg Investments LLC29,821$3,078 12/31/2023
     ESGU29,821$3,078 12/31/2023
Wealth Architects LLC29,002$3,043 12/31/2023
     ESGU29,002$3,043 12/31/2023
TSA Wealth Managment LLC28,957$3,038 12/31/2023
     ESGU28,957$3,038 12/31/2023
Planning Alternatives Ltd. ADV26,182$3,010 03/31/2024
     ESGU26,182$3,010 03/31/2024
Red Lighthouse Investment Management LLC28,475$2,988 12/31/2023
     ESGU28,475$2,988 12/31/2023
Steward Partners Investment Advisory LLC28,315$2,971 12/31/2023
     ESGU28,315$2,971 12/31/2023
Horst & Graben Wealth Management LLC25,668$2,951 03/31/2024
     ESGU25,668$2,951 03/31/2024
Regions Financial Corp28,049$2,943 12/31/2023
     ESGU28,049$2,943 12/31/2023
Sowell Financial Services LLC27,935$2,931 12/31/2023
     ESGU27,935$2,931 12/31/2023
Diversified Trust Co24,843$2,856 03/31/2024
     ESGU24,843$2,856 03/31/2024
Maxwell Wealth Strategies Inc.27,073$2,840 12/31/2023
     ESGU27,073$2,840 12/31/2023
Copperleaf Capital LLC26,740$2,806 12/31/2023
     ESGU26,740$2,806 12/31/2023
Savant Capital LLC26,683$2,800 12/31/2023
     ESGU26,683$2,800 12/31/2023
Liberty Wealth Management LLC26,686$2,800 12/31/2023
     ESGU26,686$2,800 12/31/2023
WT Wealth Management26,675$2,799 12/31/2023
     ESGU26,675$2,799 12/31/2023
PAX Financial Group LLC25,223$2,768 12/31/2023
     ESGU25,223$2,768 12/31/2023
Verus Capital Partners LLC25,858$2,713 12/31/2023
     ESGU25,858$2,713 12/31/2023
Bangor Savings Bank23,408$2,691 03/31/2024
     ESGU23,408$2,691 03/31/2024
HB Wealth Management LLC25,189$2,643 12/31/2023
     ESGU25,189$2,643 12/31/2023
Kingswood Wealth Advisors LLC22,980$2,642 03/31/2024
     ESGU22,980$2,642 03/31/2024
Baird Financial Group Inc.24,821$2,604 12/31/2023
     ESGU24,821$2,604 12/31/2023
Capital Investment Advisory Services LLC24,524$2,573 12/31/2023
     ESGU24,524$2,573 12/31/2023
Ascent Group LLC22,937$2,532 12/31/2023
     ESGU22,937$2,532 12/31/2023
Cambridge Trust Co.23,989$2,517 12/31/2023
     ESGU23,989$2,517 12/31/2023
Shared Vision Wealth Group LLC23,663$2,483 12/31/2023
     ESGU23,663$2,483 12/31/2023
Wedbush Securities Inc.23,195$2,434 12/31/2023
     ESGU23,195$2,434 12/31/2023
Firethorn Wealth Partners LLC20,504$2,357 03/31/2024
     ESGU20,504$2,357 03/31/2024
Robertson Stephens Wealth Management LLC22,196$2,329 12/31/2023
     ESGU22,196$2,329 12/31/2023
Fingerlakes Wealth Management Inc.21,770$2,284 12/31/2023
     ESGU21,770$2,284 12/31/2023
TD Waterhouse Canada Inc.22,140$2,279 12/31/2023
     ESGU22,140$2,279 12/31/2023
Forthright Family Wealth Advisory LLC21,708$2,278 12/31/2023
     ESGU21,708$2,278 12/31/2023
Millburn Ridgefield Corp21,555$2,262 12/31/2023
     ESGU21,555$2,262 12/31/2023
Allworth Financial LP21,038$2,207 12/31/2023
     ESGU21,038$2,207 12/31/2023
ZRC Wealth Management LLC19,133$2,199 03/31/2024
     ESGU19,133$2,199 03/31/2024
Patriot Financial Group Insurance Agency LLC20,740$2,176 12/31/2023
     ESGU20,740$2,176 12/31/2023
Foster Group Inc.18,789$2,160 03/31/2024
     ESGU18,789$2,160 03/31/2024
Renaissance Technologies LLC20,500$2,151 12/31/2023
     ESGU20,500$2,151 12/31/2023
Baker Tilly Financial LLC20,349$2,135 12/31/2023
     ESGU20,349$2,135 12/31/2023
Tempus Wealth Planning LLC18,265$2,100 03/31/2024
     ESGU18,265$2,100 03/31/2024
WCG Wealth Advisors LLC19,596$2,056 12/31/2023
     ESGU19,596$2,056 12/31/2023
True Vision MN LLC19,475$2,043 12/31/2023
     ESGU19,475$2,043 12/31/2023
REDW Wealth LLC19,331$2,028 12/31/2023
     ESGU19,331$2,028 12/31/2023
Spire Wealth Management19,006$2,020 12/31/2023
     ESGU19,006$2,020 12/31/2023
HF Advisory Group LLC17,343$1,994 03/31/2024
     ESGU17,343$1,994 03/31/2024
Leo Wealth LLC18,985$1,992 12/31/2023
     ESGU18,985$1,992 12/31/2023
Vision Capital Management Inc.18,908$1,984 12/31/2023
     ESGU18,908$1,984 12/31/2023
White Lighthouse Investment Management Inc.18,465$1,937 12/31/2023
     ESGU18,465$1,937 12/31/2023
Rockefeller Capital Management L.P.18,338$1,924 12/31/2023
     ESGU18,338$1,924 12/31/2023
Arete Wealth Advisors LLC18,227$1,912 12/31/2023
     ESGU18,227$1,912 12/31/2023
OLIO Financial Planning17,993$1,894 03/31/2024
     ESGU17,993$1,894 03/31/2024
Crestone Asset Management LLC18,007$1,889 12/31/2023
     ESGU18,007$1,889 12/31/2023
Perennial Investment Advisors LLC17,938$1,882 12/31/2023
     ESGU17,938$1,882 12/31/2023
Sontag Advisory LLC17,900$1,878 12/31/2023
     ESGU17,900$1,878 12/31/2023
PFG Investments LLC16,110$1,852 03/31/2024
     ESGU16,110$1,852 03/31/2024
Sequoia Financial Advisors LLC17,375$1,823 12/31/2023
     ESGU17,375$1,823 12/31/2023
Cahill Financial Advisors Inc.17,328$1,818 12/31/2023
     ESGU17,328$1,818 12/31/2023
Beacon Financial Group17,230$1,808 12/31/2023
     ESGU17,230$1,808 12/31/2023
Maripau Wealth Management LLC17,221$1,807 12/31/2023
     ESGU17,221$1,807 12/31/2023
Hsbc Holdings PLC17,100$1,794 12/31/2023
     ESGU17,100$1,794 12/31/2023
Clearview Wealth Advisors LLC15,595$1,793 03/31/2024
     ESGU15,595$1,793 03/31/2024
RCS Financial Planning LLC17,069$1,791 12/31/2023
     ESGU17,069$1,791 12/31/2023
Assetmark Inc.16,887$1,772 12/31/2023
     ESGU16,887$1,772 12/31/2023
Kickstand Ventures LLC.16,849$1,768 12/31/2023
     ESGU16,849$1,768 12/31/2023
Scott Capital Advisors LLC15,355$1,753 03/31/2024
     ESGU15,355$1,753 03/31/2024
Balanced Rock Investment Advisor16,591$1,741 12/31/2023
     ESGU16,591$1,741 12/31/2023
Global Retirement Partners LLC16,545$1,732 12/31/2023
     ESGU16,545$1,732 12/31/2023
Windham Capital Management LLC16,392$1,720 12/31/2023
     ESGU16,392$1,720 12/31/2023
Simplicity Wealth LLC16,377$1,718 12/31/2023
     ESGU16,377$1,718 12/31/2023
Axxcess Wealth Management LLC16,369$1,717 12/31/2023
     ESGU16,369$1,717 12/31/2023
Garde Capital Inc.16,312$1,711 12/31/2023
     ESGU16,312$1,711 12/31/2023
GSB Wealth Management LLC16,303$1,711 12/31/2023
     ESGU16,303$1,711 12/31/2023
W Advisors LLC16,259$1,706 12/31/2023
     ESGU16,259$1,706 12/31/2023
Gould Asset Management LLC CA15,936$1,672 12/31/2023
     ESGU15,936$1,672 12/31/2023
Barclays PLC15,869$1,665 12/31/2023
     ESGU15,869$1,665 12/31/2023
Raymond James Trust N.A.15,798$1,658 12/31/2023
     ESGU15,798$1,658 12/31/2023
Comerica Bank15,792$1,657 12/31/2023
     ESGU15,792$1,657 12/31/2023
Midwest Heritage Bank FSB15,745$1,652 12/31/2023
     ESGU15,745$1,652 12/31/2023
IFG Advisory LLC15,522$1,629 12/31/2023
     ESGU15,522$1,629 12/31/2023
Opes Wealth Management LLC15,501$1,626 12/31/2023
     ESGU15,501$1,626 12/31/2023
Interchange Capital Partners LLC15,313$1,611 12/31/2023
     ESGU15,313$1,611 12/31/2023
Nottingham Advisors Inc.15,323$1,608 12/31/2023
     ESGU15,323$1,608 12/31/2023
NBT Bank N A NY15,193$1,594 12/31/2023
     ESGU15,193$1,594 12/31/2023
Legacy Financial Advisors Inc.15,151$1,590 12/31/2023
     ESGU15,151$1,590 12/31/2023
Commonwealth Retirement Investments LLC15,075$1,582 12/31/2023
     ESGU15,075$1,582 12/31/2023
Pioneer Wealth Management Group13,657$1,570 03/31/2024
     ESGU13,657$1,570 03/31/2024
True Link Financial Advisors LLC13,508$1,553 03/31/2024
     ESGU13,508$1,553 03/31/2024
FDx Advisors Inc.14,652$1,537 12/31/2023
     ESGU14,652$1,537 12/31/2023
Mendel Capital Management LLC14,653$1,537 12/31/2023
     ESGU14,653$1,537 12/31/2023
Cook Wealth Management Group LLC14,249$1,523 12/31/2023
     ESGU14,249$1,523 12/31/2023
Jordan Park Group LLC14,484$1,520 12/31/2023
     ESGU14,484$1,520 12/31/2023
Day & Ennis LLC14,268$1,497 12/31/2023
     ESGU14,268$1,497 12/31/2023
Benjamin F. Edwards & Company Inc.14,250$1,495 12/31/2023
     ESGU14,250$1,495 12/31/2023
GFS Advisors LLC14,240$1,494 12/31/2023
     ESGU14,240$1,494 12/31/2023
Private Trust Co. NA14,157$1,485 12/31/2023
     ESGU14,157$1,485 12/31/2023
Strategic Point Investment Advisors LLC13,780$1,446 12/31/2023
     ESGU13,780$1,446 12/31/2023
Retirement Income Solutions Inc13,628$1,430 12/31/2023
     ESGU13,628$1,430 12/31/2023
Acropolis Investment Management LLC12,322$1,417 03/31/2024
     ESGU12,322$1,417 03/31/2024
GTS Securities LLC13,398$1,406 12/31/2023
     ESGU13,398$1,406 12/31/2023
Quotient Wealth Partners LLC13,314$1,397 12/31/2023
     ESGU13,314$1,397 12/31/2023
Austin Private Wealth LLC12,201$1,392 03/31/2024
     ESGU12,201$1,392 03/31/2024
GenTrust LLC12,087$1,390 03/31/2024
     ESGU12,087$1,390 03/31/2024
RTD Financial Advisors Inc.12,045$1,385 03/31/2024
     ESGU12,045$1,385 03/31/2024
Advisory Alpha LLC13,028$1,367 12/31/2023
     ESGU13,028$1,367 12/31/2023
Hill Island Financial LLC12,996$1,364 12/31/2023
     ESGU12,996$1,364 12/31/2023
Congress Wealth Management LLC DE 11,798$1,356 03/31/2024
     ESGU11,798$1,356 03/31/2024
Blair William & Co. IL12,861$1,349 12/31/2023
     ESGU12,861$1,349 12/31/2023
International Assets Investment Management LLC11,718$1,345 03/31/2024
     ESGU11,718$1,345 03/31/2024
Manning & Napier Group LLC11,686$1,343 03/31/2024
     ESGU11,686$1,343 03/31/2024
Chicago Partners Investment Group LLC12,154$1,299 12/31/2023
     ESGU12,154$1,299 12/31/2023
Quadrant Private Wealth Management LLC12,250$1,285 12/31/2023
     ESGU12,250$1,285 12/31/2023
JMG Financial Group Ltd.12,241$1,284 12/31/2023
     ESGU12,241$1,284 12/31/2023
1ST Source Bank12,220$1,282 12/31/2023
     ESGU12,220$1,282 12/31/2023
OMNI 360 Wealth Inc.11,121$1,278 03/31/2024
     ESGU11,121$1,278 03/31/2024
StoneX Group Inc.12,153$1,275 12/31/2023
     ESGU12,153$1,275 12/31/2023
Gateway Wealth Partners LLC11,986$1,258 12/31/2023
     ESGU11,986$1,258 12/31/2023
M&T Bank Corp11,972$1,256 12/31/2023
     ESGU11,972$1,256 12/31/2023
Concorde Asset Management LLC11,967$1,256 12/31/2023
     ESGU11,967$1,256 12/31/2023
Pure Financial Advisors Inc.10,917$1,255 03/31/2024
     ESGU10,917$1,255 03/31/2024
We Are One Seven LLC11,822$1,240 12/31/2023
     ESGU11,822$1,240 12/31/2023
Venturi Wealth Management LLC11,776$1,236 12/31/2023
     ESGU11,776$1,236 12/31/2023
Tcwp LLC11,667$1,224 12/31/2023
     ESGU11,667$1,224 12/31/2023
Magnus Financial Group LLC11,643$1,222 12/31/2023
     ESGU11,643$1,222 12/31/2023
Brown Brothers Harriman & Co.11,609$1,218 12/31/2023
     ESGU11,609$1,218 12/31/2023
Charter Oak Capital Management LLC11,557$1,213 12/31/2023
     ESGU11,557$1,213 12/31/2023
Retirement Capital Strategies11,489$1,205 12/31/2023
     ESGU11,489$1,205 12/31/2023
Pathstone Holdings LLC11,362$1,192 12/31/2023
     ESGU11,362$1,192 12/31/2023
Coldstream Capital Management Inc.11,324$1,188 12/31/2023
     ESGU11,324$1,188 12/31/2023
Rehmann Capital Advisory Group11,010$1,155 12/31/2023
     ESGU11,010$1,155 12/31/2023
Gerber Kawasaki Wealth & Investment Management11,008$1,155 12/31/2023
     ESGU11,008$1,155 12/31/2023
Trexquant Investment LP10,989$1,153 12/31/2023
     ESGU10,989$1,153 12/31/2023
TRUE Private Wealth Advisors10,918$1,145 12/31/2023
     ESGU10,918$1,145 12/31/2023
Crown Wealth Group LLC10,879$1,141 12/31/2023
     ESGU10,879$1,141 12/31/2023
Treynor Bancshares Inc.10,860$1,139 12/31/2023
     ESGU10,860$1,139 12/31/2023
Capital Asset Advisory Services LLC9,934$1,132 03/31/2024
     ESGU9,934$1,132 03/31/2024
WBH Advisory Inc.9,832$1,130 03/31/2024
     ESGU9,832$1,130 03/31/2024
Ancora Advisors LLC10,715$1,124 12/31/2023
     ESGU10,715$1,124 12/31/2023
Stratos Wealth Advisors LLC9,705$1,116 03/31/2024
     ESGU9,705$1,116 03/31/2024
Signal Advisors Wealth LLC9,663$1,111 03/31/2024
     ESGU9,663$1,111 03/31/2024
Citizens Financial Group Inc RI10,530$1,105 12/31/2023
     ESGU10,530$1,105 12/31/2023
Morling Financial Advisors LLC10,466$1,098 12/31/2023
     ESGU10,466$1,098 12/31/2023
AlphaCore Capital LLC10,423$1,094 12/31/2023
     ESGU10,423$1,094 12/31/2023
Bessemer Group Inc.10,369$1,087 12/31/2023
     ESGU10,369$1,087 12/31/2023
Beacon Pointe Advisors LLC10,139$1,064 12/31/2023
     ESGU10,139$1,064 12/31/2023
Compass Ion Advisors LLC9,250$1,063 03/31/2024
     ESGU9,250$1,063 03/31/2024
Boston Financial Mangement LLC10,121$1,062 12/31/2023
     ESGU10,121$1,062 12/31/2023
Pensionmark Financial Group LLC10,109$1,061 12/31/2023
     ESGU10,109$1,061 12/31/2023
Brooklyn FI LLC9,221$1,060 03/31/2024
     ESGU9,221$1,060 03/31/2024
KilterHowling LLC9,651$1,050 12/31/2023
     ESGU9,651$1,050 12/31/2023
EP Wealth Advisors LLC9,995$1,049 12/31/2023
     ESGU9,995$1,049 12/31/2023
Marino Stram & Associates LLC9,906$1,039 12/31/2023
     ESGU9,906$1,039 12/31/2023
Pallas Capital Advisors LLC9,007$1,035 03/31/2024
     ESGU9,007$1,035 03/31/2024
Bigelow Investment Advisors LLC9,815$1,030 12/31/2023
     ESGU9,815$1,030 12/31/2023
Vident Advisory LLC9,795$1,028 12/31/2023
     ESGU9,795$1,028 12/31/2023
J.W. Cole Advisors Inc.9,792$1,027 12/31/2023
     ESGU9,792$1,027 12/31/2023
Raleigh Capital Management Inc.9,735$1,021 12/31/2023
     ESGU9,735$1,021 12/31/2023
Tarbox Family Office Inc.8,870$1,020 03/31/2024
     ESGU8,870$1,020 03/31/2024
Capital Analysts LLC9,658$1,013 12/31/2023
     ESGU9,658$1,013 12/31/2023
Aptus Capital Advisors LLC9,612$1,008 12/31/2023
     ESGU9,612$1,008 12/31/2023
Concurrent Investment Advisors LLC9,610$1,008 12/31/2023
     ESGU9,610$1,008 12/31/2023
Clarius Group LLC8,745$1,005 03/31/2024
     ESGU8,745$1,005 03/31/2024
DAVENPORT & Co LLC9,323$978 12/31/2023
     ESGU9,323$978 12/31/2023
ETF Portfolio Partners Inc.9,248$970 12/31/2023
     ESGU9,248$970 12/31/2023
Stephens Inc. AR9,163$961 12/31/2023
     ESGU9,163$961 12/31/2023
IMA Wealth Inc.9,120$957 12/31/2023
     ESGU9,120$957 12/31/2023
Capasso Planning Partners LLC9,033$948 12/31/2023
     ESGU9,033$948 12/31/2023
Sigma Planning Corp9,017$946 12/31/2023
     ESGU9,017$946 12/31/2023
Levy Wealth Management Group LLC8,916$936 03/31/2024
     ESGU8,916$936 03/31/2024
D.A. Davidson & CO.8,845$928 12/31/2023
     ESGU8,845$928 12/31/2023
SageView Advisory Group LLC8,575$927 12/31/2023
     ESGU8,575$927 12/31/2023
Creative Financial Designs Inc. ADV8,765$920 12/31/2023
     ESGU8,765$920 12/31/2023
Sentinel Trust Co. LBA8,765$920 12/31/2023
     ESGU8,765$920 12/31/2023
Cornerstone Wealth Management LLC7,948$914 03/31/2024
     ESGU7,948$914 03/31/2024
Morton Brown Family Wealth LLC8,695$912 12/31/2023
     ESGU8,695$912 12/31/2023
Valmark Advisers Inc.8,666$909 12/31/2023
     ESGU8,666$909 12/31/2023
SNS Financial Group LLC8,571$899 12/31/2023
     ESGU8,571$899 12/31/2023
Apexium Financial LP7,688$884 03/31/2024
     ESGU7,688$884 03/31/2024
Buckingham Strategic Wealth LLC8,399$881 12/31/2023
     ESGU8,399$881 12/31/2023
Annis Gardner Whiting Capital Advisors LLC8,333$874 12/31/2023
     ESGU8,333$874 12/31/2023
Meridian Wealth Management LLC8,307$872 12/31/2023
     ESGU8,307$872 12/31/2023
Financial Partners Group Inc8,261$867 12/31/2023
     ESGU8,261$867 12/31/2023
Silvia Mccoll Wealth Management LLC7,636$863 03/31/2024
     ESGU7,636$863 03/31/2024
Strategy Asset Managers LLC8,172$857 12/31/2023
     ESGU8,172$857 12/31/2023
Bush Investment Group LLC7,861$855 12/31/2023
     ESGU7,861$855 12/31/2023
Aspire Wealth Management Corp8,132$853 12/31/2023
     ESGU8,132$853 12/31/2023
Libra Wealth LLC8,120$852 12/31/2023
     ESGU8,120$852 12/31/2023
Millennium Management LLC8,082$848 12/31/2023
     ESGU8,082$848 12/31/2023
Shotwell Rutter Baer Inc7,414$847 03/31/2024
     ESGU7,414$847 03/31/2024
Orin Green Financial LLC8,068$846 12/31/2023
     ESGU8,068$846 12/31/2023
Traynor Capital Management Inc.7,183$826 03/31/2024
     ESGU7,183$826 03/31/2024
Cooper Financial Group7,181$826 03/31/2024
     ESGU7,181$826 03/31/2024
BLB&B Advisors LLC7,805$819 12/31/2023
     ESGU7,805$819 12/31/2023
Keel Point LLC7,106$817 03/31/2024
     ESGU7,106$817 03/31/2024
CI Investments Inc.7,750$813 12/31/2023
     ESGU7,750$813 12/31/2023
IFP Advisors Inc7,733$811 12/31/2023
     ESGU7,733$811 12/31/2023
The PNC Financial Services Group Inc.7,715$809 12/31/2023
     ESGU7,715$809 12/31/2023
Villere ST Denis J & Co. LLC7,632$801 12/31/2023
     ESGU7,632$801 12/31/2023
ERn Financial LLC6,944$798 03/31/2024
     ESGU6,944$798 03/31/2024
Resources Investment Advisors LLC.7,603$798 12/31/2023
     ESGU7,603$798 12/31/2023
W.H. Cornerstone Investments Inc.7,587$796 12/31/2023
     ESGU7,587$796 12/31/2023
American Capital Advisory LLC7,474$784 12/31/2023
     ESGU7,474$784 12/31/2023
Institutional & Family Asset Management LLC7,456$782 12/31/2023
     ESGU7,456$782 12/31/2023
Flagship Harbor Advisors LLC6,780$779 03/31/2024
     ESGU6,780$779 03/31/2024
Heritage Wealth Management LLC7,408$777 12/31/2023
     ESGU7,408$777 12/31/2023
Cranbrook Wealth Management LLC6,711$771 03/31/2024
     ESGU6,711$771 03/31/2024
MKT Advisors LLC6,820$771 03/31/2024
     ESGU6,820$771 03/31/2024
Chicago Capital LLC6,700$770 03/31/2024
     ESGU6,700$770 03/31/2024
Twin Peaks Wealth Advisors LLC7,335$770 12/31/2023
     ESGU7,335$770 12/31/2023
Sound View Wealth Advisors Group LLC7,265$762 12/31/2023
     ESGU7,265$762 12/31/2023
Hoxton Planning & Management LLC6,479$745 03/31/2024
     ESGU6,479$745 03/31/2024
Nwam LLC7,034$738 12/31/2023
     ESGU7,034$738 12/31/2023
Change Path LLC6,969$731 12/31/2023
     ESGU6,969$731 12/31/2023
Principal Securities Inc.6,860$720 12/31/2023
     ESGU6,860$720 12/31/2023
RWM Asset Management LLC6,184$711 03/31/2024
     ESGU6,184$711 03/31/2024
Y Intercept Hong Kong Ltd6,680$701 12/31/2023
     ESGU6,680$701 12/31/2023
Bell Investment Advisors Inc6,679$701 12/31/2023
     ESGU6,679$701 12/31/2023
Presilium Private Wealth LLC6,667$700 12/31/2023
     ESGU6,667$700 12/31/2023
Sutton Place Investors LLC6,078$699 03/31/2024
     ESGU6,078$699 03/31/2024
EverSource Wealth Advisors LLC6,586$691 12/31/2023
     ESGU6,586$691 12/31/2023
CIBC World Markets Inc.6,485$680 12/31/2023
     ESGU6,485$680 12/31/2023
Wealthcare Advisory Partners LLC5,877$676 03/31/2024
     ESGU5,877$676 03/31/2024
Cantor Fitzgerald Investment Adviser L.P.6,444$676 12/31/2023
     ESGU6,444$676 12/31/2023
EQ LLC6,404$672 12/31/2023
     ESGU6,404$672 12/31/2023
CENTRAL TRUST Co6,389$670 12/31/2023
     ESGU6,389$670 12/31/2023
MAI Capital Management6,390$670 12/31/2023
     ESGU6,390$670 12/31/2023
Walkner Condon Financial Advisors LLC6,389$670 12/31/2023
     ESGU6,389$670 12/31/2023
Keener Financial Planning LLC6,342$665 12/31/2023
     ESGU6,342$665 12/31/2023
BCU Wealth Advisors LLC6,210$652 12/31/2023
     ESGU6,210$652 12/31/2023
McClarren Financial Advisors Inc.6,200$650 12/31/2023
     ESGU6,200$650 12/31/2023
Sound Income Strategies LLC5,641$648 03/31/2024
     ESGU5,641$648 03/31/2024
Atlas Private Wealth Advisors6,116$642 12/31/2023
     ESGU6,116$642 12/31/2023
Live Oak Investment Partners6,119$642 12/31/2023
     ESGU6,119$642 12/31/2023
Redwood Investment Management LLC6,094$639 12/31/2023
     ESGU6,094$639 12/31/2023
Ameraudi Asset Management Inc.6,022$632 12/31/2023
     ESGU6,022$632 12/31/2023
Regimen Wealth LLC5,992$629 12/31/2023
     ESGU5,992$629 12/31/2023
Boston Private Wealth LLC5,948$624 12/31/2023
     ESGU5,948$624 12/31/2023
Great Diamond Partners LLC5,929$622 12/31/2023
     ESGU5,929$622 12/31/2023
Brewster Financial Planning LLC5,397$620 03/31/2024
     ESGU5,397$620 03/31/2024
Detalus Advisors LLC5,884$617 12/31/2023
     ESGU5,884$617 12/31/2023
IHT Wealth Management LLC5,832$612 12/31/2023
     ESGU5,832$612 12/31/2023
ORG Partners LLC5,757$605 12/31/2023
     ESGU5,757$605 12/31/2023
Front Row Advisors LLC5,750$603 12/31/2023
     ESGU5,750$603 12/31/2023
Riverwater Partners LLC5,648$593 12/31/2023
     ESGU5,648$593 12/31/2023
Theory Financial LLC5,619$590 12/31/2023
     ESGU5,619$590 12/31/2023
PFG Advisors5,584$586 12/31/2023
     ESGU5,584$586 12/31/2023
Cornerstone Planning Group LLC5,538$581 12/31/2023
     ESGU5,538$581 12/31/2023
SYM FINANCIAL Corp5,528$580 12/31/2023
     ESGU5,528$580 12/31/2023
Ameritas Advisory Services LLC5,432$572 12/31/2023
     ESGU5,432$572 12/31/2023
Symmetry Partners LLC4,937$568 03/31/2024
     ESGU4,937$568 03/31/2024
Commerce Bank5,394$566 12/31/2023
     ESGU5,394$566 12/31/2023
Foundations Investment Advisors LLC5,259$566 12/31/2023
     ESGU5,259$566 12/31/2023
Financial Counselors Inc.5,377$564 12/31/2023
     ESGU5,377$564 12/31/2023
Belpointe Asset Management LLC5,335$560 12/31/2023
     ESGU5,335$560 12/31/2023
Pettinga Financial Advisors LLC4,865$559 03/31/2024
     ESGU4,865$559 03/31/2024
Buckingham Strategic Partners5,315$558 12/31/2023
     ESGU5,315$558 12/31/2023
U.S. Capital Wealth Advisors LLC5,265$552 12/31/2023
     ESGU5,265$552 12/31/2023
Lido Advisors LLC5,244$550 12/31/2023
     ESGU5,244$550 12/31/2023
Western Wealth Management LLC5,243$550 12/31/2023
     ESGU5,243$550 12/31/2023
Quent Capital LLC5,229$549 12/31/2023
     ESGU5,229$549 12/31/2023
Members Capital Advisors Inc.5,205$546 12/31/2023
     ESGU5,205$546 12/31/2023
Fiduciary Alliance LLC4,751$545 03/31/2024
     ESGU4,751$545 03/31/2024
WNY Asset Management LLC5,184$544 12/31/2023
     ESGU5,184$544 12/31/2023
Aaron Wealth Advisors5,159$541 12/31/2023
     ESGU5,159$541 12/31/2023
UMB Bank N A MO5,062$531 12/31/2023
     ESGU5,062$531 12/31/2023
Quadcap Wealth Management LLC5,054$530 12/31/2023
     ESGU5,054$530 12/31/2023
Main Street Financial Solutions LLC5,039$529 12/31/2023
     ESGU5,039$529 12/31/2023
Hutchens & Kramer Investment Management Group LLC5,042$529 12/31/2023
     ESGU5,042$529 12/31/2023
Sovereign Financial Group Inc.4,571$525 03/31/2024
     ESGU4,571$525 03/31/2024
Syntegra Private Wealth Group LLC4,991$524 12/31/2023
     ESGU4,991$524 12/31/2023
Level Financial Advisors Inc.4,523$520 03/31/2024
     ESGU4,523$520 03/31/2024
Wade Financial Advisory Inc4,935$518 12/31/2023
     ESGU4,935$518 12/31/2023
Regis Acquisition Inc.4,934$518 12/31/2023
     ESGU4,934$518 12/31/2023
Great Valley Advisor Group Inc.4,889$513 12/31/2023
     ESGU4,889$513 12/31/2023
Root Financial Partners LLC4,867$511 12/31/2023
     ESGU4,867$511 12/31/2023
Archford Capital Strategies LLC4,843$508 12/31/2023
     ESGU4,843$508 12/31/2023
Synovus Financial Corp4,815$505 12/31/2023
     ESGU4,815$505 12/31/2023
Howard Financial Services LTD.4,386$504 03/31/2024
     ESGU4,386$504 03/31/2024
Rosenberg Matthew Hamilton4,393$504 03/31/2024
     ESGU4,393$504 03/31/2024
Savvy Advisors Inc.4,800$504 12/31/2023
     ESGU4,800$504 12/31/2023
Osborne Partners Capital Management LLC4,633$486 12/31/2023
     ESGU4,633$486 12/31/2023
Mascoma Wealth Management LLC4,586$481 12/31/2023
     ESGU4,586$481 12/31/2023
Hilltop Wealth Advisors LLC4,173$480 03/31/2024
     ESGU4,173$480 03/31/2024
Semus Wealth Partners LLC4,566$479 12/31/2023
     ESGU4,566$479 12/31/2023
Cedrus LLC4,095$471 03/31/2024
     ESGU4,095$471 03/31/2024
US Financial Advisors LLC4,491$471 12/31/2023
     ESGU4,491$471 12/31/2023
XML Financial LLC4,366$458 12/31/2023
     ESGU4,366$458 12/31/2023
Johnson Investment Counsel Inc.4,360$457 12/31/2023
     ESGU4,360$457 12/31/2023
Beacon Financial Advisory LLC4,331$454 12/31/2023
     ESGU4,331$454 12/31/2023
Beverly Hills Private Wealth LLC4,317$453 12/31/2023
     ESGU4,317$453 12/31/2023
RKL Wealth Management LLC4,306$452 12/31/2023
     ESGU4,306$452 12/31/2023
WealthCollab LLC4,311$452 12/31/2023
     ESGU4,311$452 12/31/2023
Tanager Wealth Management LLP4,297$451 12/31/2023
     ESGU4,297$451 12/31/2023
Absolute Capital Management LLC4,272$448 12/31/2023
     ESGU4,272$448 12/31/2023
ABLE Financial Group LLC4,266$448 12/31/2023
     ESGU4,266$448 12/31/2023
Arcadia Wealth Management LLC4,263$447 12/31/2023
     ESGU4,263$447 12/31/2023
Actinver Wealth Management Inc.4,250$446 12/31/2023
     ESGU4,250$446 12/31/2023
Baker Avenue Asset Management LP4,206$441 12/31/2023
     ESGU4,206$441 12/31/2023
Lantz Financial LLC3,827$440 03/31/2024
     ESGU3,827$440 03/31/2024
D. Scott Neal Inc.3,787$435 03/31/2024
     ESGU3,787$435 03/31/2024
Visionary Wealth Advisors4,070$427 12/31/2023
     ESGU4,070$427 12/31/2023
Sage Advisory Services Ltd.Co.4,049$425 12/31/2023
     ESGU4,049$425 12/31/2023
Bailard Inc.3,990$419 12/31/2023
     ESGU3,990$419 12/31/2023
Veriti Management LLC3,591$413 03/31/2024
     ESGU3,591$413 03/31/2024
Grimes & Company Inc.3,577$411 03/31/2024
     ESGU3,577$411 03/31/2024
Castle Wealth Management LLC3,917$411 12/31/2023
     ESGU3,917$411 12/31/2023
Garrett Investment Advisors LLC3,564$410 03/31/2024
     ESGU3,564$410 03/31/2024
Centurion Wealth Management LLC3,869$406 12/31/2023
     ESGU3,869$406 12/31/2023
Cresset Asset Management LLC3,858$405 12/31/2023
     ESGU3,858$405 12/31/2023
Scotia Capital Inc.3,846$404 12/31/2023
     ESGU3,846$404 12/31/2023
Alpha Cubed Investments LLC3,809$400 12/31/2023
     ESGU3,809$400 12/31/2023
Oxinas Partners Wealth Management LLC3,420$393 03/31/2024
     ESGU3,420$393 03/31/2024
Horizons Wealth Management3,742$393 03/31/2024
     ESGU3,742$393 03/31/2024
Resource Planning Group3,746$393 12/31/2023
     ESGU3,746$393 12/31/2023
MontVue Capital Management Inc.3,734$392 12/31/2023
     ESGU3,734$392 12/31/2023
Peninsula Wealth LLC3,718$390 12/31/2023
     ESGU3,718$390 12/31/2023
Hanlon Investment Management Inc.3,699$388 12/31/2023
     ESGU3,699$388 12/31/2023
Peak Financial Management Inc.3,698$388 12/31/2023
     ESGU3,698$388 12/31/2023
Acorn Financial Advisory Services Inc. ADV3,686$387 12/31/2023
     ESGU3,686$387 12/31/2023
Argent Trust Co3,682$386 12/31/2023
     ESGU3,682$386 12/31/2023
Hobart Private Capital LLC3,345$385 03/31/2024
     ESGU3,345$385 03/31/2024
Jane Street Group LLC3,671$385 12/31/2023
     ESGU3,671$385 12/31/2023
ICA Group Wealth Management LLC3,672$385 12/31/2023
     ESGU3,672$385 12/31/2023
Stone House Investment Management LLC3,661$384 12/31/2023
     ESGU3,661$384 12/31/2023
Evergreen Capital Management LLC3,648$383 12/31/2023
     ESGU3,648$383 12/31/2023
Kingsview Wealth Management LLC3,627$381 12/31/2023
     ESGU3,627$381 12/31/2023
InterOcean Capital Group LLC3,559$373 12/31/2023
     ESGU3,559$373 12/31/2023
Tritonpoint Wealth LLC3,528$370 12/31/2023
     ESGU3,528$370 12/31/2023
Graves Light Private Wealth Management Inc.3,494$367 12/31/2023
     ESGU3,494$367 12/31/2023
Murphy Middleton Hinkle & Parker Inc.3,184$366 03/31/2024
     ESGU3,184$366 03/31/2024
Weil Company Inc.3,422$359 12/31/2023
     ESGU3,422$359 12/31/2023
Destination Wealth Management3,395$356 12/31/2023
     ESGU3,395$356 12/31/2023
Litman Gregory Asset Management LLC3,397$356 12/31/2023
     ESGU3,397$356 12/31/2023
CWA Asset Management Group LLC3,395$356 12/31/2023
     ESGU3,395$356 12/31/2023
CAPROCK Group Inc.3,380$355 12/31/2023
     ESGU3,380$355 12/31/2023
Talisman Wealth Advisors LLC3,388$355 12/31/2023
     ESGU3,388$355 12/31/2023
Cardinal Point Capital Management ULC3,365$353 12/31/2023
     ESGU3,365$353 12/31/2023
Vise Technologies Inc.3,326$349 12/31/2023
     ESGU3,326$349 12/31/2023
CIBC Private Wealth Group LLC3,321$348 12/31/2023
     ESGU3,321$348 12/31/2023
Signaturefd LLC3,315$348 12/31/2023
     ESGU3,315$348 12/31/2023
Bank of Nova Scotia3,304$347 12/31/2023
     ESGU3,304$347 12/31/2023
Mather Group LLC.3,274$344 03/31/2024
     ESGU3,274$344 03/31/2024
Pittenger & Anderson Inc.3,282$344 12/31/2023
     ESGU3,282$344 12/31/2023
Stock Yards Bank & Trust Co.3,269$343 12/31/2023
     ESGU3,269$343 12/31/2023
ARQ Wealth Advisors LLC3,230$339 12/31/2023
     ESGU3,230$339 12/31/2023
Buttonwood Financial Group LLC2,912$335 03/31/2024
     ESGU2,912$335 03/31/2024
Jefferies Financial Group Inc.3,141$330 12/31/2023
     ESGU3,141$330 12/31/2023
WealthPlan Investment Management LLC3,134$329 12/31/2023
     ESGU3,134$329 12/31/2023
Western Financial Corp CA3,140$329 12/31/2023
     ESGU3,140$329 12/31/2023
Gladstone Institutional Advisory LLC3,128$328 12/31/2023
     ESGU3,128$328 12/31/2023
Simon Quick Advisors LLC2,848$327 03/31/2024
     ESGU2,848$327 03/31/2024
Valtinson Bruner Financial Planning LLC3,118$327 12/31/2023
     ESGU3,118$327 12/31/2023
Essex Financial Services Inc.3,064$321 12/31/2023
     ESGU3,064$321 12/31/2023
Crabel Capital Management LLC3,048$320 12/31/2023
     ESGU3,048$320 12/31/2023
Haverford Trust Co.3,028$318 12/31/2023
     ESGU3,028$318 12/31/2023
Bank of New Hampshire2,760$317 03/31/2024
     ESGU2,760$317 03/31/2024
Patriot Investment Management Inc.2,684$309 03/31/2024
     ESGU2,684$309 03/31/2024
Arkadios Wealth Advisors2,911$305 12/31/2023
     ESGU2,911$305 12/31/2023
Level Four Advisory Services LLC2,887$303 12/31/2023
     ESGU2,887$303 12/31/2023
JSF Financial LLC2,859$300 12/31/2023
     ESGU2,859$300 12/31/2023
Mountain Capital Investment Advisors Inc2,620$299 03/31/2024
     ESGU2,620$299 03/31/2024
Steel Peak Wealth Management LLC2,561$294 03/31/2024
     ESGU2,561$294 03/31/2024
Fort Point Capital Partners LLC2,797$293 12/31/2023
     ESGU2,797$293 12/31/2023
Centaurus Financial Inc.2,773$291 12/31/2023
     ESGU2,773$291 12/31/2023
Coppell Advisory Solutions LLC2,776$291 12/31/2023
     ESGU2,776$291 12/31/2023
Vivaldi Capital Management LLC2,647$288 12/31/2023
     ESGU2,647$288 12/31/2023
Smithfield Trust Co.2,735$287 12/31/2023
     ESGU2,735$287 12/31/2023
Atticus Wealth Management LLC2,479$285 03/31/2024
     ESGU2,479$285 03/31/2024
MBE Wealth Management LLC2,474$284 03/31/2024
     ESGU2,474$284 03/31/2024
PDS Planning Inc2,696$283 12/31/2023
     ESGU2,696$283 12/31/2023
Professional Financial Advisors LLC2,695$283 12/31/2023
     ESGU2,695$283 12/31/2023
Vermillion & White Wealth Management Group LLC2,702$283 12/31/2023
     ESGU2,702$283 12/31/2023
Financial Management Network Inc.2,488$281 03/31/2024
     ESGU2,488$281 03/31/2024
BKM Wealth Management LLC2,388$275 03/31/2024
     ESGU2,388$275 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC2,612$274 12/31/2023
     ESGU2,612$274 12/31/2023
Worth Financial Advisory Group LLC2,600$273 12/31/2023
     ESGU2,600$273 12/31/2023
LGT Financial Advisors LLC2,579$271 12/31/2023
     ESGU2,579$271 12/31/2023
Resurgent Financial Advisors LLC2,576$270 12/31/2023
     ESGU2,576$270 12/31/2023
Strategic Financial Concepts LLC2,343$269 03/31/2024
     ESGU2,343$269 03/31/2024
Consolidated Portfolio Review Corp2,543$267 12/31/2023
     ESGU2,543$267 12/31/2023
Brighton Jones LLC2,532$266 12/31/2023
     ESGU2,532$266 12/31/2023
Seven Post Investment Office LP2,532$266 12/31/2023
     ESGU2,532$266 12/31/2023
GeoWealth Management LLC2,545$266 12/31/2023
     ESGU2,545$266 12/31/2023
Security Financial Services INC.2,276$262 03/31/2024
     ESGU2,276$262 03/31/2024
Sage Financial Group Inc.2,500$262 12/31/2023
     ESGU2,500$262 12/31/2023
Whalerock Point Partners LLC2,493$262 12/31/2023
     ESGU2,493$262 12/31/2023
Founders Financial Alliance LLC2,498$262 12/31/2023
     ESGU2,498$262 12/31/2023
Thrive Capital Management LLC2,490$261 12/31/2023
     ESGU2,490$261 12/31/2023
Private Client Services LLC2,475$260 12/31/2023
     ESGU2,475$260 12/31/2023
Single Point Partners LLC2,248$258 03/31/2024
     ESGU2,248$258 03/31/2024
Waldron Private Wealth LLC2,463$258 12/31/2023
     ESGU2,463$258 12/31/2023
Cedar Brook Financial Partners LLC2,194$252 03/31/2024
     ESGU2,194$252 03/31/2024
GSA Capital Partners LLP2,391$251 12/31/2023
     ESGU2,391$251 12/31/2023
Milestone Investment Advisors LLC2,394$251 12/31/2023
     ESGU2,394$251 12/31/2023
Financial Engines Advisors L.L.C.2,378$250 12/31/2023
     ESGU2,378$250 12/31/2023
Financial Advocates Investment Management2,370$249 12/31/2023
     ESGU2,370$249 12/31/2023
Integrity Wealth Solutions LLC2,156$248 03/31/2024
     ESGU2,156$248 03/31/2024
Criterion Capital Advisors LLC2,151$247 03/31/2024
     ESGU2,151$247 03/31/2024
Rede Wealth LLC2,350$247 12/31/2023
     ESGU2,350$247 12/31/2023
Hudson Capital Management LLC2,125$244 03/31/2024
     ESGU2,125$244 03/31/2024
Aprio Wealth Management LLC2,122$244 03/31/2024
     ESGU2,122$244 03/31/2024
Prime Capital Investment Advisors LLC2,325$244 12/31/2023
     ESGU2,325$244 12/31/2023
Trademark Financial Management LLC2,278$239 12/31/2023
     ESGU2,278$239 12/31/2023
Prospera Financial Services Inc2,235$234 12/31/2023
     ESGU2,235$234 12/31/2023
Green Harvest Asset Management LLC2,224$233 12/31/2023
     ESGU2,224$233 12/31/2023
Aspen Wealth Strategies LLC2,223$233 12/31/2023
     ESGU2,223$233 12/31/2023
Aspire Private Capital LLC2,020$232 03/31/2024
     ESGU2,020$232 03/31/2024
Amplius Wealth Advisors LLC2,009$231 03/31/2024
     ESGU2,009$231 03/31/2024
Qube Research & Technologies Ltd2,191$230 12/31/2023
     ESGU2,191$230 12/31/2023
MONECO Advisors LLC2,196$230 12/31/2023
     ESGU2,196$230 12/31/2023
Advisor OS LLC2,194$230 12/31/2023
     ESGU2,194$230 12/31/2023
Pathway Financial Advisors LLC1,955$225 03/31/2024
     ESGU1,955$225 03/31/2024
Fortis Capital Advisors LLC2,148$225 12/31/2023
     ESGU2,148$225 12/31/2023
Annex Advisory Services LLC1,947$224 03/31/2024
     ESGU1,947$224 03/31/2024
Lwmg LLC2,122$223 12/31/2023
     ESGU2,122$223 12/31/2023
NBC Securities Inc.1,898$218 03/31/2024
     ESGU1,898$218 03/31/2024
North Star Asset Management Inc.2,060$216 12/31/2023
     ESGU2,060$216 12/31/2023
TD Capital Management LLC2,037$214 12/31/2023
     ESGU2,037$214 12/31/2023
Brown Advisory Inc.2,028$213 12/31/2023
     ESGU2,028$213 12/31/2023
Whittier Trust Co.2,000$210 12/31/2023
     ESGU2,000$210 12/31/2023
Obsidian Personal Planning Solutions LLC1,989$209 12/31/2023
     ESGU1,989$209 12/31/2023
Pinnacle Associates Ltd.1,987$208 12/31/2023
     ESGU1,987$208 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,952$207 12/31/2023
     ESGU1,952$207 12/31/2023
Dakota Wealth Management1,952$205 12/31/2023
     ESGU1,952$205 12/31/2023
Ieq Capital LLC1,936$203 12/31/2023
     ESGU1,936$203 12/31/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.1,930$202 12/31/2023
     ESGU1,930$202 12/31/2023
One Day In July LLC1,926$202 12/31/2023
     ESGU1,926$202 12/31/2023
Stephens Consulting LLC1,732$199 03/31/2024
     ESGU1,732$199 03/31/2024
Huntington National Bank1,845$194 12/31/2023
     ESGU1,845$194 12/31/2023
Tortoise Investment Management LLC1,850$194 12/31/2023
     ESGU1,850$194 12/31/2023
Bank of Montreal Can1,813$191 12/31/2023
     ESGU1,813$191 12/31/2023
Concord Wealth Partners1,638$172 12/31/2023
     ESGU1,638$172 12/31/2023
New Republic Capital LLC1,589$167 12/31/2023
     ESGU1,589$167 12/31/2023
Scarborough Advisors LLC1,582$166 12/31/2023
     ESGU1,582$166 12/31/2023
Asset Dedication LLC1,394$160 03/31/2024
     ESGU1,394$160 03/31/2024
Oliver Lagore Vanvalin Investment Group1,491$156 12/31/2023
     ESGU1,491$156 12/31/2023
Semmax Financial Advisors Inc.1,378$150 12/31/2023
     ESGU1,378$150 12/31/2023
Able Wealth Management LLC1,364$143 12/31/2023
     ESGU1,364$143 12/31/2023
Element Wealth LLC1,315$138 12/31/2023
     ESGU1,315$138 12/31/2023
Johnson Financial Group Inc.1,275$134 12/31/2023
     ESGU1,275$134 12/31/2023
Voisard Asset Management Group Inc.1,101$127 03/31/2024
     ESGU1,101$127 03/31/2024
FinTrust Capital Advisors LLC1,200$126 12/31/2023
     ESGU1,200$126 12/31/2023
Lowe Wealth Advisors LLC1,075$124 03/31/2024
     ESGU1,075$124 03/31/2024
Signature Resources Capital Management LLC1,183$124 03/31/2024
     ESGU1,183$124 03/31/2024
Larson Financial Group LLC1,132$119 12/31/2023
     ESGU1,132$119 12/31/2023
Investment Research & Advisory Group Inc.1,001$115 03/31/2024
     ESGU1,001$115 03/31/2024
Tanglewood Legacy Advisors LLC1,000$115 03/31/2024
     ESGU1,000$115 03/31/2024
Bartlett & Co. LLC1,073$113 12/31/2023
     ESGU1,073$113 12/31/2023
Bartlett & CO. Wealth Management LLC1,073$113 12/31/2023
     ESGU1,073$113 12/31/2023
Farmers & Merchants Investments Inc.960$110 03/31/2024
     ESGU960$110 03/31/2024
Financial Perspectives Inc953$110 03/31/2024
     ESGU953$110 03/31/2024
BOK Financial Private Wealth Inc.1,026$108 12/31/2023
     ESGU1,026$108 12/31/2023
Geneos Wealth Management Inc.1,006$106 12/31/2023
     ESGU1,006$106 12/31/2023
Tucker Asset Management LLC794$83 12/31/2023
     ESGU794$83 12/31/2023
Nalls Sherbakoff Group LLC786$82 12/31/2023
     ESGU786$82 12/31/2023
Sunbelt Securities Inc.694$80 03/31/2024
     ESGU694$80 03/31/2024
JFS Wealth Advisors LLC757$79 12/31/2023
     ESGU757$79 12/31/2023
Sugarloaf Wealth Management LLC743$78 12/31/2023
     ESGU743$78 12/31/2023
Winthrop Capital Management LLC730$77 12/31/2023
     ESGU730$77 12/31/2023
O Shaughnessy Asset Management LLC668$70 12/31/2023
     ESGU668$70 12/31/2023
Cape Investment Advisory Inc.657$69 12/31/2023
     ESGU657$69 12/31/2023
Rise Advisors LLC550$63 03/31/2024
     ESGU550$63 03/31/2024
Center for Financial Planning Inc.588$62 12/31/2023
     ESGU588$62 12/31/2023
Investors Research Corp581$61 12/31/2023
     ESGU581$61 12/31/2023
Tennessee Valley Asset Management Partners522$55 12/31/2023
     ESGU522$55 12/31/2023
NewSquare Capital LLC480$50 12/31/2023
     ESGU480$50 12/31/2023
IAG Wealth Partners LLC480$50 12/31/2023
     ESGU480$50 12/31/2023
Harbor Investment Advisory LLC417$48 03/31/2024
     ESGU417$48 03/31/2024
GPS Wealth Strategies Group LLC449$47 12/31/2023
     ESGU449$47 12/31/2023
JNBA Financial Advisors410$43 12/31/2023
     ESGU410$43 12/31/2023
Archer Investment Corp412$43 12/31/2023
     ESGU412$43 12/31/2023
DHJJ Financial Advisors Ltd.365$42 03/31/2024
     ESGU365$42 03/31/2024
Rockbridge Investment Management LCC405$42 12/31/2023
     ESGU405$42 12/31/2023
Salem Investment Counselors Inc.311$36 03/31/2024
     ESGU311$36 03/31/2024
Iron Horse Wealth Management LLC313$36 03/31/2024
     ESGU313$36 03/31/2024
Future Financial Wealth Managment LLC301$35 03/31/2024
     ESGU301$35 03/31/2024
Fortitude Family Office LLC295$34 03/31/2024
     ESGU295$34 03/31/2024
Family Asset Management LLC308$32 12/31/2023
     ESGU308$32 12/31/2023
PrairieView Partners LLC291$31 12/31/2023
     ESGU291$31 12/31/2023
CVA Family Office LLC257$30 03/31/2024
     ESGU257$30 03/31/2024
Atlantic Trust LLC278$29 12/31/2023
     ESGU278$29 12/31/2023
Parkside Financial Bank & Trust259$27 12/31/2023
     ESGU259$27 12/31/2023
Caitlin John LLC259$27 12/31/2023
     ESGU259$27 12/31/2023
Rice Partnership LLC237$25 12/31/2023
     ESGU237$25 12/31/2023
Impact Partnership Wealth LLC242$25 12/31/2023
     ESGU242$25 12/31/2023
Trust Co195$22 03/31/2024
     ESGU195$22 03/31/2024
Key Financial Inc187$20 12/31/2023
     ESGU187$20 12/31/2023
Carolinas Wealth Consulting LLC191$20 12/31/2023
     ESGU191$20 12/31/2023
Beacon Capital Management LLC180$19 12/31/2023
     ESGU180$19 12/31/2023
Elevate Wealth Advisory Inc.176$18 12/31/2023
     ESGU176$18 12/31/2023
Fifth Third Bancorp165$17 12/31/2023
     ESGU165$17 12/31/2023
Salomon & Ludwin LLC161$17 12/31/2023
     ESGU161$17 12/31/2023
Wetzel Investment Advisors Inc.164$17 12/31/2023
     ESGU164$17 12/31/2023
Atlas Capital Advisors LLC143$16 03/31/2024
     ESGU143$16 03/31/2024
Creative Capital Management Investments LLC154$16 12/31/2023
     ESGU154$16 12/31/2023
Plante Moran Financial Advisors LLC134$14 12/31/2023
     ESGU134$14 12/31/2023
Centerpoint Advisors LLC136$14 12/31/2023
     ESGU136$14 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC120$13 12/31/2023
     ESGU120$13 12/31/2023
Community Bank N.A.125$13 12/31/2023
     ESGU125$13 12/31/2023
DB Wealth Management Group LLC120$13 12/31/2023
     ESGU120$13 12/31/2023
First Financialcorp IN83$10 03/31/2024
     ESGU83$10 03/31/2024
Woodmont Investment Counsel LLC88$10 03/31/2024
     ESGU88$10 03/31/2024
Jones Financial Companies Lllp94$10 12/31/2023
     ESGU94$10 12/31/2023
Ruedi Wealth Management Inc.89$9 12/31/2023
     ESGU89$9 12/31/2023
Morris Financial Concepts Inc.66$8 03/31/2024
     ESGU66$8 03/31/2024
First Pacific Financial73$8 12/31/2023
     ESGU73$8 12/31/2023
Caldwell Sutter Capital Inc.58$7 03/31/2024
     ESGU58$7 03/31/2024
Fortis Advisors LLC64$7 12/31/2023
     ESGU64$7 12/31/2023
Glenmede Trust Co. NA58$6 12/31/2023
     ESGU58$6 12/31/2023
Phillips Financial Management LLC57$6 12/31/2023
     ESGU57$6 12/31/2023
Tower Research Capital LLC TRC 54$6 12/31/2023
     ESGU54$6 12/31/2023
Covestor Ltd60$6 12/31/2023
     ESGU60$6 12/31/2023
Thompson Investment Management Inc.44$5 03/31/2024
     ESGU44$5 03/31/2024
PSI Advisors LLC53$5 12/31/2023
     ESGU53$5 12/31/2023
Barrett & Company Inc.31$4 03/31/2024
     ESGU31$4 03/31/2024
Spotlight Asset Group Inc.26$3 12/31/2023
     ESGU26$3 12/31/2023
Householder Group Estate & Retirement Specialist LLC25$3 12/31/2023
     ESGU25$3 12/31/2023
VitalStone Financial LLC25$3 12/31/2023
     ESGU25$3 12/31/2023
Robbins Farley LLC16$2 03/31/2024
     ESGU16$2 03/31/2024
GHP Investment Advisors Inc.20$2 12/31/2023
     ESGU20$2 12/31/2023

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

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