IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 798,218 shares; 2018Q2: 780,457 shares; 2018Q3: 1,096,747 shares; 2018Q4: 1,590,178 shares; 2019Q1: 1,752,076 shares 1,752,076 $499M 4.11% +161,898 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 785,166 shares; 2018Q2: 777,204 shares; 2018Q3: 1,186,240 shares; 2018Q4: 1,211,072 shares; 2019Q1: 1,205,993 shares 1,205,993 $313M 2.58% -5,079 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,977,166 shares; 2018Q2: 2,940,473 shares; 2018Q3: 4,235,781 shares; 2018Q4: 6,110,364 shares; 2019Q1: 6,087,636 shares 6,087,636 $249M 2.05% -22,728 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,520,190 shares; 2018Q2: 1,292,279 shares; 2018Q3: 2,734,701 shares; 2018Q4: 3,495,911 shares; 2019Q1: 3,853,599 shares 3,853,599 $227M 1.87% +357,688 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 843,603 shares; 2018Q2: 811,855 shares; 2018Q3: 1,088,032 shares; 2018Q4: 1,240,519 shares; 2019Q1: 1,355,705 shares 1,355,705 $196M 1.61% +115,186 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 852,219 shares; 2018Q2: 831,771 shares; 2018Q3: 905,505 shares; 2018Q4: 962,561 shares; 2019Q1: 1,014,814 shares 1,014,814 $193M 1.59% +52,253 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 439,246 shares; 2018Q2: 414,025 shares; 2018Q3: 466,201 shares; 2018Q4: 517,211 shares; 2019Q1: 580,548 shares 580,548 $164M 1.35% +63,337 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 524,440 shares; 2018Q2: 367,109 shares; 2018Q3: 754,721 shares; 2018Q4: 1,060,431 shares; 2019Q1: 921,980 shares 921,980 $159M 1.31% -138,451 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 423,841 shares; 2018Q2: 767,847 shares; 2018Q3: 1,493,774 shares; 2018Q4: 2,447,072 shares; 2019Q1: 2,614,987 shares 2,614,987 $159M 1.31% +167,915 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 528,745 shares; 2018Q3: 753,218 shares; 2018Q4: 790,242 shares; 2019Q1: 848,442 shares 848,442 $152M 1.25% +58,200 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,539,100 shares; 2018Q2: 1,505,256 shares; 2018Q3: 2,200,245 shares; 2018Q4: 2,773,791 shares; 2019Q1: 2,682,657 shares 2,682,657 $150M 1.23% -91,134 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,161,622 shares; 2018Q2: 905,915 shares; 2018Q3: 1,435,631 shares; 2018Q4: 1,933,589 shares; 2019Q1: 1,772,826 shares 1,772,826 $141M 1.16% -160,763 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 473,945 shares; 2018Q2: 484,602 shares; 2018Q3: 669,347 shares; 2018Q4: 752,239 shares; 2019Q1: 716,253 shares 716,253 $136M 1.12% -35,986 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 348,764 shares; 2018Q2: 342,122 shares; 2018Q3: 442,858 shares; 2018Q4: 1,205,746 shares; 2019Q1: 1,253,314 shares 1,253,314 $135M 1.11% +47,568 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,662 shares; 2018Q2: 47,890 shares; 2018Q3: 55,272 shares; 2018Q4: 63,661 shares; 2019Q1: 67,613 shares 67,613 $120M 0.99% +3,952 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 55,330 shares; 2018Q2: 965,720 shares; 2018Q3: 2,251,533 shares; 2018Q4: 506,574 shares; 2019Q1: 3,209,457 shares 3,209,457 $119M 0.98% +2,702,883 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 321,248 shares; 2018Q2: 474,313 shares; 2018Q3: 712,040 shares; 2018Q4: 809,398 shares; 2019Q1: 1,849,591 shares 1,849,591 $119M 0.98% +1,040,193 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 587,025 shares; 2018Q2: 576,952 shares; 2018Q3: 865,657 shares; 2018Q4: 1,014,681 shares; 2019Q1: 1,038,902 shares 1,038,902 $113M 0.93% +24,221 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 669,784 shares; 2018Q2: 664,195 shares; 2018Q3: 1,099,928 shares; 2018Q4: 1,353,638 shares; 2019Q1: 1,330,769 shares 1,330,769 $103M 0.85% -22,869 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 276,438 shares; 2018Q2: 254,747 shares; 2018Q3: 648,937 shares; 2018Q4: 1,036,247 shares; 2019Q1: 908,664 shares 908,664 $103M 0.84% -127,583 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 165,025 shares; 2018Q2: 179,447 shares; 2018Q3: 223,630 shares; 2018Q4: 654,119 shares; 2019Q1: 644,188 shares 644,188 $101M 0.83% -9,931 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,308,686 shares; 2018Q2: 1,170,965 shares; 2018Q3: 1,614,360 shares; 2018Q4: 2,299,259 shares; 2019Q1: 2,308,200 shares 2,308,200 $98.2M 0.81% +8,941 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 456,908 shares; 2018Q2: 443,715 shares; 2018Q3: 746,126 shares; 2018Q4: 1,060,748 shares; 2019Q1: 1,085,593 shares 1,085,593 $88.2M 0.73% +24,845 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 412,230 shares; 2018Q2: 462,594 shares; 2018Q3: 1,458,343 shares; 2018Q4: 1,969,458 shares; 2019Q1: 1,681,200 shares 1,681,200 $84.5M 0.7% -288,258 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 478,410 shares; 2018Q2: 472,363 shares; 2018Q3: 614,906 shares; 2018Q4: 695,937 shares; 2019Q1: 711,444 shares 711,444 $83.9M 0.69% +15,507 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 495,595 shares; 2018Q2: 448,052 shares; 2018Q3: 683,933 shares; 2018Q4: 965,734 shares; 2019Q1: 957,237 shares 957,237 $80.4M 0.66% -8,497 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 360,529 shares; 2018Q2: 356,378 shares; 2018Q3: 502,975 shares; 2018Q4: 663,623 shares; 2019Q1: 652,983 shares 652,983 $75.5M 0.62% -10,640 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 219,299 shares; 2018Q2: 216,104 shares; 2018Q3: 253,327 shares; 2018Q4: 340,311 shares; 2019Q1: 372,829 shares 372,829 $74.9M 0.62% +32,518 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 304,067 shares; 2018Q2: 291,141 shares; 2018Q3: 585,537 shares; 2018Q4: 634,934 shares; 2019Q1: 589,817 shares 589,817 $70.3M 0.58% -45,117 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 581,723 shares; 2018Q2: 574,761 shares; 2018Q3: 959,572 shares; 2018Q4: 1,037,238 shares; 2019Q1: 1,236,516 shares 1,236,516 $64.2M 0.53% +199,278 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 166,850 shares; 2018Q2: 153,268 shares; 2018Q3: 98,038 shares; 2018Q4: 314,463 shares; 2019Q1: 572,983 shares 572,983 $61.1M 0.5% +258,520 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 682,454 shares; 2018Q2: 621,743 shares; 2018Q3: 716,334 shares; 2018Q4: 718,683 shares; 2019Q1: 751,403 shares 751,403 $60.7M 0.5% +32,720 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 341,779 shares; 2018Q2: 337,027 shares; 2018Q3: 619,180 shares; 2018Q4: 1,079,135 shares; 2019Q1: 1,095,501 shares 1,095,501 $60.4M 0.5% +16,366 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,175,732 shares; 2018Q2: 1,229,845 shares; 2018Q3: 1,524,695 shares; 2018Q4: 1,602,697 shares; 2019Q1: 1,919,292 shares 1,919,292 $60.2M 0.5% +316,595 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 825,402 shares; 2018Q2: 720,143 shares; 2018Q3: 1,014,268 shares; 2018Q4: 1,076,215 shares; 2019Q1: 1,158,309 shares 1,158,309 $59.9M 0.49% +82,094 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 287,803 shares; 2018Q2: 276,559 shares; 2018Q3: 474,626 shares; 2018Q4: 653,841 shares; 2019Q1: 622,605 shares 622,605 $57.5M 0.47% -31,236 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 324,972 shares; 2018Q2: 310,123 shares; 2018Q3: 360,046 shares; 2018Q4: 411,445 shares; 2019Q1: 409,734 shares 409,734 $57.3M 0.47% -1,711 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 558,964 shares; 2018Q2: 539,012 shares; 2018Q3: 826,553 shares; 2018Q4: 1,106,806 shares; 2019Q1: 1,059,077 shares 1,059,077 $55.5M 0.46% -47,729 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,528 shares; 2018Q2: 16,735 shares; 2018Q3: 190,251 shares; 2018Q4: 273,729 shares; 2019Q1: 321,828 shares 321,828 $55.1M 0.45% +48,099 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 359,502 shares; 2018Q2: 367,781 shares; 2018Q3: 485,906 shares; 2018Q4: 575,943 shares; 2019Q1: 741,070 shares 741,070 $53.4M 0.44% +165,127 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 292,617 shares; 2018Q2: 320,807 shares; 2018Q3: 562,265 shares; 2018Q4: 641,150 shares; 2019Q1: 2,079,511 shares 2,079,511 $52.5M 0.43% +1,438,361 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 307,539 shares; 2018Q2: 305,775 shares; 2018Q3: 382,462 shares; 2018Q4: 441,709 shares; 2019Q1: 476,285 shares 476,285 $52.2M 0.43% +34,576 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 756,466 shares; 2018Q2: 650,567 shares; 2018Q3: 1,006,462 shares; 2018Q4: 1,080,634 shares; 2019Q1: 803,686 shares 803,686 $52.1M 0.43% -276,948 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 711,460 shares; 2018Q2: 587,171 shares; 2018Q3: 583,264 shares; 2018Q4: 616,472 shares; 2019Q1: 457,305 shares 457,305 $51.3M 0.42% -159,167 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 172,881 shares; 2018Q2: 134,073 shares; 2018Q3: 312,089 shares; 2018Q4: 441,045 shares; 2019Q1: 451,299 shares 451,299 $49.8M 0.41% +10,254 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 103,347 shares; 2018Q2: 99,242 shares; 2018Q3: 110,296 shares; 2018Q4: 122,885 shares; 2019Q1: 124,252 shares 124,252 $47.4M 0.39% +1,367 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 152,529 shares; 2018Q2: 145,221 shares; 2018Q3: 176,753 shares; 2018Q4: 310,301 shares; 2019Q1: 304,509 shares 304,509 $46.7M 0.38% -5,792 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 718,739 shares; 2018Q2: 717,316 shares; 2018Q3: 978,038 shares; 2018Q4: 1,020,672 shares; 2019Q1: 1,434,479 shares 1,434,479 $46.6M 0.38% +413,807 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 557,246 shares; 2018Q2: 519,437 shares; 2018Q3: 781,650 shares; 2018Q4: 326,209 shares; 2019Q1: 529,906 shares 529,906 $45.8M 0.38% +203,697 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 220,261 shares; 2018Q2: 214,737 shares; 2018Q3: 261,190 shares; 2018Q4: 275,869 shares; 2019Q1: 269,579 shares 269,579 $44.9M 0.37% -6,290 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 4,442 shares; 2018Q3: 3,948 shares; 2018Q4: 3,743 shares; 2019Q1: 1,058,604 shares 1,058,604 $44M 0.36% +1,054,861 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 630,870 shares; 2018Q2: 611,999 shares; 2018Q3: 708,065 shares; 2018Q4: 710,203 shares; 2019Q1: 733,410 shares 733,410 $43.4M 0.36% +23,207 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,917 shares; 2018Q2: 117,787 shares; 2018Q3: 282,938 shares; 2018Q4: 394,419 shares; 2019Q1: 381,773 shares 381,773 $43.3M 0.36% -12,646 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 425,588 shares; 2018Q2: 393,838 shares; 2018Q3: 449,918 shares; 2018Q4: 434,193 shares; 2019Q1: 410,967 shares 410,967 $42.8M 0.35% -23,226 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 202,274 shares; 2018Q2: 199,199 shares; 2018Q3: 223,542 shares; 2018Q4: 247,421 shares; 2019Q1: 268,916 shares 268,916 $42M 0.35% +21,495 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 280,423 shares; 2018Q3: 312,315 shares; 2018Q4: 711,023 shares; 2019Q1: 788,231 shares 788,231 $41.5M 0.34% +77,208 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 223,342 shares; 2018Q2: 228,253 shares; 2018Q3: 312,459 shares; 2018Q4: 333,818 shares; 2019Q1: 270,866 shares 270,866 $41.5M 0.34% -62,952 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,141 shares; 2018Q2: 27,258 shares; 2018Q3: 30,532 shares; 2018Q4: 32,406 shares; 2019Q1: 34,855 shares 34,855 $41M 0.34% +2,449 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 173,106 shares; 2018Q2: 153,878 shares; 2018Q3: 201,582 shares; 2018Q4: 237,682 shares; 2019Q1: 267,447 shares 267,447 $40.5M 0.33% +29,765 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 99,747 shares; 2018Q2: 135,280 shares; 2018Q3: 204,016 shares; 2018Q4: 620,255 shares; 2019Q1: 469,619 shares 469,619 $39.5M 0.33% -150,636 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 259,233 shares; 2018Q2: 247,341 shares; 2018Q3: 280,063 shares; 2018Q4: 279,067 shares; 2019Q1: 315,243 shares 315,243 $38.9M 0.32% +36,176 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 260,452 shares; 2018Q2: 262,434 shares; 2018Q3: 311,320 shares; 2018Q4: 348,727 shares; 2019Q1: 377,967 shares 377,967 $38.3M 0.31% +29,240 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 566,576 shares; 2018Q2: 548,578 shares; 2018Q3: 670,945 shares; 2018Q4: 678,937 shares; 2019Q1: 704,735 shares 704,735 $38.1M 0.31% +25,798 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 310,708 shares; 2018Q2: 303,669 shares; 2018Q3: 355,658 shares; 2018Q4: 404,274 shares; 2019Q1: 415,402 shares 415,402 $35.6M 0.29% +11,128 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 439,754 shares; 2018Q2: 417,468 shares; 2018Q3: 503,060 shares; 2018Q4: 548,341 shares; 2019Q1: 611,524 shares 611,524 $35.1M 0.29% +63,183 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 332,835 shares; 2018Q2: 498,318 shares; 2018Q3: 566,320 shares; 2018Q4: 649,888 shares; 2019Q1: 689,135 shares 689,135 $35.1M 0.29% +39,247 Timeline SPDR SERIES TRUST BLOOMBERG… SPDR SERIES TRUST BLOOMBERG BR More: the full row for SPDR SERIES TRUST BLOOMBERG BR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 864,975 shares; 2018Q2: 819,947 shares; 2018Q3: 1,259,733 shares; 2018Q4: 404,823 shares; 2019Q1: 958,573 shares 958,573 $34.5M 0.28% +553,750 DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 162,574 shares; 2018Q2: 137,166 shares; 2018Q3: 99,062 shares; 2018Q4: 88,707 shares; 2019Q1: 131,935 shares 131,935 $34.2M 0.28% +43,228 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 150,676 shares; 2018Q2: 168,343 shares; 2018Q3: 194,947 shares; 2018Q4: 227,993 shares; 2019Q1: 212,525 shares 212,525 $34.2M 0.28% -15,468 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 175,962 shares; 2018Q2: 172,051 shares; 2018Q3: 194,462 shares; 2018Q4: 254,129 shares; 2019Q1: 303,525 shares 303,525 $33.7M 0.28% +49,396 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 341,896 shares; 2018Q2: 415,284 shares; 2018Q3: 603,647 shares; 2018Q4: 524,297 shares; 2019Q1: 749,885 shares 749,885 $32.2M 0.26% +225,588 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 205,107 shares; 2018Q2: 205,221 shares; 2018Q3: 235,475 shares; 2018Q4: 643,737 shares; 2019Q1: 637,563 shares 637,563 $32M 0.26% -6,174 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 20,059 shares; 2018Q2: 19,181 shares; 2018Q3: 23,705 shares; 2018Q4: 24,450 shares; 2019Q1: 27,071 shares 27,071 $31.8M 0.26% +2,621 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,581 shares; 2018Q2: 9,431 shares; 2018Q3: 311,577 shares; 2018Q4: 442,435 shares; 2019Q1: 632,855 shares 632,855 $31.5M 0.26% +190,420 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,088 shares; 2018Q2: 112,704 shares; 2018Q3: 139,315 shares; 2018Q4: 152,010 shares; 2019Q1: 163,734 shares 163,734 $31.4M 0.26% +11,724 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 55,685 shares; 2018Q2: 81,559 shares; 2018Q3: 205,473 shares; 2018Q4: 498,692 shares; 2019Q1: 1,070,894 shares 1,070,894 $31.3M 0.26% +572,202 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,031,292 shares; 2018Q2: 951,044 shares; 2018Q3: 1,082,437 shares; 2018Q4: 1,013,908 shares; 2019Q1: 991,879 shares 991,879 $29.8M 0.25% -22,029 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 437,985 shares; 2018Q2: 449,668 shares; 2018Q3: 544,888 shares; 2018Q4: 521,124 shares; 2019Q1: 547,843 shares 547,843 $29.4M 0.24% +26,719 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 87,277 shares; 2018Q3: 194,279 shares; 2018Q4: 482,727 shares; 2019Q1: 561,900 shares 561,900 $28.3M 0.23% +79,173 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 68,123 shares; 2018Q2: 66,662 shares; 2018Q3: 89,174 shares; 2018Q4: 101,131 shares; 2019Q1: 112,969 shares 112,969 $27.9M 0.23% +11,838 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 480,370 shares; 2018Q2: 466,056 shares; 2018Q3: 597,861 shares; 2018Q4: 636,439 shares; 2019Q1: 631,624 shares 631,624 $26.8M 0.22% -4,815 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 92,374 shares; 2018Q3: 178,595 shares; 2018Q4: 196,612 shares; 2019Q1: 247,654 shares 247,654 $25.9M 0.21% +51,042 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 74,108 shares; 2018Q2: 75,855 shares; 2018Q3: 104,127 shares; 2018Q4: 105,099 shares; 2019Q1: 109,578 shares 109,578 $25.8M 0.21% +4,479 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,475 shares; 2018Q2: 51,718 shares; 2018Q3: 60,421 shares; 2018Q4: 72,323 shares; 2019Q1: 72,007 shares 72,007 $25.7M 0.21% -316 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 212,909 shares; 2018Q2: 162,597 shares; 2018Q3: 208,825 shares; 2018Q4: 248,206 shares; 2019Q1: 290,857 shares 290,857 $25.3M 0.21% +42,651 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 81,854 shares; 2018Q2: 126,973 shares; 2018Q3: 159,209 shares; 2018Q4: 321,382 shares; 2019Q1: 248,671 shares 248,671 $25.3M 0.21% -72,711 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 396,329 shares; 2018Q2: 395,538 shares; 2018Q3: 413,424 shares; 2018Q4: 348,879 shares; 2019Q1: 423,206 shares 423,206 $25.2M 0.21% +74,327 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 121,908 shares; 2018Q2: 129,986 shares; 2018Q3: 173,624 shares; 2018Q4: 223,491 shares; 2019Q1: 250,728 shares 250,728 $24.9M 0.21% +27,237 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 218,088 shares; 2018Q2: 201,855 shares; 2018Q3: 252,149 shares; 2018Q4: 263,180 shares; 2019Q1: 295,992 shares 295,992 $24.6M 0.2% +32,812 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 296,843 shares; 2018Q2: 308,975 shares; 2018Q3: 365,913 shares; 2018Q4: 394,653 shares; 2019Q1: 665,850 shares 665,850 $24.5M 0.2% +271,197 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 664,131 shares; 2018Q2: 659,830 shares; 2018Q3: 760,202 shares; 2018Q4: 776,794 shares; 2019Q1: 881,320 shares 881,320 $24.3M 0.2% +104,526 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 851,972 shares; 2018Q2: 712,316 shares; 2018Q3: 778,024 shares; 2018Q4: 800,451 shares; 2019Q1: 941,201 shares 941,201 $24.2M 0.2% +140,750 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 211,455 shares; 2018Q2: 206,978 shares; 2018Q3: 248,733 shares; 2018Q4: 252,457 shares; 2019Q1: 273,592 shares 273,592 $24.2M 0.2% +21,135 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 158,847 shares; 2018Q2: 157,745 shares; 2018Q3: 172,639 shares; 2018Q4: 195,907 shares; 2019Q1: 196,659 shares 196,659 $24.1M 0.2% +752 Timeline FS KKR CAPITAL CORP FS KKR CAPITAL CORP More: the full row for FS KKR CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,882,219 shares; 2018Q2: 1,824,337 shares; 2018Q3: 2,261,180 shares; 2018Q4: 4,221,283 shares; 2019Q1: 3,906,730 shares 3,906,730 $23.6M 0.19% -314,553 ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 132,831 shares; 2018Q2: 135,827 shares; 2018Q3: 128,959 shares; 2018Q4: 114,823 shares; 2019Q1: 116,795 shares 116,795 $23.3M 0.19% +1,972 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 224,221 shares; 2018Q2: 233,168 shares; 2018Q3: 313,027 shares; 2018Q4: 324,022 shares; 2019Q1: 260,944 shares 260,944 $23.1M 0.19% -63,078 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 143,279 shares; 2018Q2: 134,228 shares; 2018Q3: 157,910 shares; 2018Q4: 183,137 shares; 2019Q1: 185,450 shares 185,450 $22.9M 0.19% +2,313 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 285,473 shares; 2018Q2: 202,881 shares; 2018Q3: 222,492 shares; 2018Q4: 205,903 shares; 2019Q1: 302,324 shares 302,324 $22.4M 0.18% +96,421 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,838 shares; 2018Q2: 22,088 shares; 2018Q3: 25,323 shares; 2018Q4: 358,649 shares; 2019Q1: 323,533 shares 323,533 $21.9M 0.18% -35,116 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 169,018 shares; 2018Q2: 162,310 shares; 2018Q3: 184,255 shares; 2018Q4: 214,791 shares; 2019Q1: 220,972 shares 220,972 $21.7M 0.18% +6,181 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 227,662 shares; 2018Q2: 222,461 shares; 2018Q3: 245,338 shares; 2018Q4: 290,004 shares; 2019Q1: 291,371 shares 291,371 $21.4M 0.18% +1,367 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 71,899 shares; 2018Q2: 68,061 shares; 2018Q3: 146,887 shares; 2018Q4: 152,981 shares; 2019Q1: 157,895 shares 157,895 $21.4M 0.18% +4,914 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 361,143 shares; 2018Q2: 331,159 shares; 2018Q3: 389,710 shares; 2018Q4: 432,011 shares; 2019Q1: 447,528 shares 447,528 $21M 0.17% +15,517 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 531,558 shares; 2018Q2: 525,933 shares; 2018Q3: 570,994 shares; 2018Q4: 586,428 shares; 2019Q1: 690,790 shares 690,790 $20.8M 0.17% +104,362 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,138 shares; 2018Q2: 52,195 shares; 2018Q3: 92,657 shares; 2018Q4: 465,742 shares; 2019Q1: 186,027 shares 186,027 $20.6M 0.17% -279,715 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 84,791 shares; 2018Q2: 80,496 shares; 2018Q3: 88,346 shares; 2018Q4: 99,825 shares; 2019Q1: 107,685 shares 107,685 $20.5M 0.17% +7,860 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 403,228 shares; 2018Q2: 369,716 shares; 2018Q3: 530,019 shares; 2018Q4: 539,500 shares; 2019Q1: 555,777 shares 555,777 $20.3M 0.17% +16,277 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 78,606 shares; 2018Q2: 81,794 shares; 2018Q3: 93,828 shares; 2018Q4: 103,983 shares; 2019Q1: 110,412 shares 110,412 $20.1M 0.17% +6,429 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 190,387 shares; 2018Q2: 183,195 shares; 2018Q3: 220,681 shares; 2018Q4: 238,622 shares; 2019Q1: 248,788 shares 248,788 $20.1M 0.17% +10,166 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 95,447 shares; 2018Q2: 108,434 shares; 2018Q3: 158,574 shares; 2018Q4: 159,115 shares; 2019Q1: 143,448 shares 143,448 $19.9M 0.16% -15,667 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 369,609 shares; 2018Q2: 348,022 shares; 2018Q3: 409,163 shares; 2018Q4: 408,121 shares; 2019Q1: 410,730 shares 410,730 $19.9M 0.16% +2,609 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 124,025 shares; 2018Q2: 118,934 shares; 2018Q3: 138,470 shares; 2018Q4: 168,713 shares; 2019Q1: 210,733 shares 210,733 $19.3M 0.16% +42,020 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 252,906 shares; 2018Q2: 270,724 shares; 2018Q3: 307,994 shares; 2018Q4: 345,985 shares; 2019Q1: 369,608 shares 369,608 $19.3M 0.16% +23,623 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,632 shares; 2018Q2: 31,415 shares; 2018Q3: 147,582 shares; 2018Q4: 208,593 shares; 2019Q1: 188,811 shares 188,811 $19M 0.16% -19,782 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 120,982 shares; 2018Q2: 118,684 shares; 2018Q3: 118,797 shares; 2018Q4: 164,741 shares; 2019Q1: 153,101 shares 153,101 $18.7M 0.15% -11,640 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 58,627 shares; 2018Q2: 44,066 shares; 2018Q3: 46,415 shares; 2018Q4: 60,170 shares; 2019Q1: 53,763 shares 53,763 $18.6M 0.15% -6,407 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 262,630 shares; 2018Q2: 270,022 shares; 2018Q3: 302,700 shares; 2018Q4: 305,155 shares; 2019Q1: 323,449 shares 323,449 $18.4M 0.15% +18,294 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 66,612 shares; 2018Q2: 124,161 shares; 2018Q3: 80,999 shares; 2018Q4: 409,845 shares; 2019Q1: 550,174 shares 550,174 $18.3M 0.15% +140,329 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 45,807 shares; 2018Q2: 45,084 shares; 2018Q3: 82,593 shares; 2018Q4: 76,693 shares; 2019Q1: 90,011 shares 90,011 $18.1M 0.15% +13,318 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 91,999 shares; 2018Q2: 126,250 shares; 2018Q3: 209,783 shares; 2018Q4: 292,139 shares; 2019Q1: 372,056 shares 372,056 $18M 0.15% +79,917 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 92,954 shares; 2018Q2: 84,556 shares; 2018Q3: 103,523 shares; 2018Q4: 103,405 shares; 2019Q1: 127,169 shares 127,169 $18M 0.15% +23,764 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 67,171 shares; 2018Q2: 60,247 shares; 2018Q3: 106,281 shares; 2018Q4: 125,037 shares; 2019Q1: 168,040 shares 168,040 $17.9M 0.15% +43,003 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 103,498 shares; 2018Q2: 94,865 shares; 2018Q3: 118,208 shares; 2018Q4: 155,165 shares; 2019Q1: 211,585 shares 211,585 $17.8M 0.15% +56,420 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 393,968 shares; 2018Q2: 406,919 shares; 2018Q3: 560,189 shares; 2018Q4: 631,869 shares; 2019Q1: 664,152 shares 664,152 $17.8M 0.15% +32,283 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 152,447 shares; 2018Q3: 186,508 shares; 2018Q4: 194,202 shares; 2019Q1: 249,980 shares 249,980 $17.7M 0.15% +55,778 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 64,868 shares; 2018Q2: 71,802 shares; 2018Q3: 88,362 shares; 2018Q4: 86,792 shares; 2019Q1: 98,535 shares 98,535 $17.7M 0.15% +11,743 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 139,905 shares; 2018Q2: 136,443 shares; 2018Q3: 161,813 shares; 2018Q4: 180,827 shares; 2019Q1: 181,004 shares 181,004 $17.7M 0.15% +177 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 89,805 shares; 2018Q2: 107,762 shares; 2018Q3: 184,136 shares; 2018Q4: 289,828 shares; 2019Q1: 322,855 shares 322,855 $17.4M 0.14% +33,027 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 21,250 shares; 2018Q2: 48,580 shares; 2018Q3: 95,777 shares; 2018Q4: 87,464 shares; 2019Q1: 115,420 shares 115,420 $17.4M 0.14% +27,956 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 161,217 shares; 2018Q2: 160,152 shares; 2018Q3: 153,374 shares; 2018Q4: 241,748 shares; 2019Q1: 217,208 shares 217,208 $17.3M 0.14% -24,540 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 149,174 shares; 2018Q2: 139,488 shares; 2018Q3: 146,448 shares; 2018Q4: 145,539 shares; 2019Q1: 153,192 shares 153,192 $17.1M 0.14% +7,653 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 69,262 shares; 2018Q2: 64,543 shares; 2018Q3: 83,443 shares; 2018Q4: 86,134 shares; 2019Q1: 89,881 shares 89,881 $17.1M 0.14% +3,747 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,520 shares; 2018Q2: 37,241 shares; 2018Q3: 262,927 shares; 2018Q4: 298,406 shares; 2019Q1: 460,238 shares 460,238 $16.7M 0.14% +161,832 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 67,590 shares; 2018Q3: 78,494 shares; 2018Q4: 148,895 shares; 2019Q1: 332,717 shares 332,717 $16.5M 0.14% +183,822 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 88,316 shares; 2018Q2: 83,407 shares; 2018Q3: 94,930 shares; 2018Q4: 106,127 shares; 2019Q1: 102,682 shares 102,682 $16.3M 0.13% -3,445 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 201,302 shares; 2018Q2: 198,078 shares; 2018Q3: 248,529 shares; 2018Q4: 385,146 shares; 2019Q1: 407,403 shares 407,403 $16.3M 0.13% +22,257 Timeline WBI BULLBEAR GLOBAL INCOME … WBI BULLBEAR GLOBAL INCOME ETF More: the full row for WBI BULLBEAR GLOBAL INCOME ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 463,225 shares; 2018Q2: 372,966 shares; 2018Q3: 417,538 shares; 2018Q4: 439,205 shares; 2019Q1: 661,252 shares 661,252 $16.3M 0.13% +222,047 LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 128,384 shares; 2018Q2: 109,153 shares; 2018Q3: 137,350 shares; 2018Q4: 136,830 shares; 2019Q1: 147,958 shares 147,958 $16.2M 0.13% +11,128 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,910 shares; 2018Q2: 129,542 shares; 2018Q3: 158,382 shares; 2018Q4: 194,684 shares; 2019Q1: 202,587 shares 202,587 $16.2M 0.13% +7,903 Timeline COLONY CR REAL ESTATE INC COLONY CR REAL ESTATE INC More: the full row for COLONY CR REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 1,206,430 shares; 2018Q3: 1,263,603 shares; 2018Q4: 1,021,119 shares; 2019Q1: 1,017,685 shares 1,017,685 $15.9M 0.13% -3,434 SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,309 shares; 2018Q2: 140,513 shares; 2018Q3: 48,140 shares; 2018Q4: 187,597 shares; 2019Q1: 443,515 shares 443,515 $15.9M 0.13% +255,918 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 71,477 shares; 2018Q2: 96,561 shares; 2018Q3: 53,963 shares; 2018Q4: 77,181 shares; 2019Q1: 125,012 shares 125,012 $15.8M 0.13% +47,831 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 69,612 shares; 2018Q2: 120,255 shares; 2018Q3: 173,599 shares; 2018Q4: 286,027 shares; 2019Q1: 448,198 shares 448,198 $15.8M 0.13% +162,171 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 95,457 shares; 2018Q2: 88,151 shares; 2018Q3: 94,013 shares; 2018Q4: 106,220 shares; 2019Q1: 119,335 shares 119,335 $15.4M 0.13% +13,115 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 92,838 shares; 2018Q2: 90,964 shares; 2018Q3: 117,648 shares; 2018Q4: 156,535 shares; 2019Q1: 167,687 shares 167,687 $15.3M 0.13% +11,152 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 51,951 shares; 2018Q2: 52,760 shares; 2018Q3: 86,335 shares; 2018Q4: 77,916 shares; 2019Q1: 87,976 shares 87,976 $15.2M 0.12% +10,060 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,700 shares; 2018Q2: 42,668 shares; 2018Q3: 54,905 shares; 2018Q4: 57,133 shares; 2019Q1: 50,463 shares 50,463 $15.2M 0.12% -6,670 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,177 shares; 2018Q2: 50,491 shares; 2018Q3: 54,274 shares; 2018Q4: 55,322 shares; 2019Q1: 61,450 shares 61,450 $14.9M 0.12% +6,128 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,610 shares; 2018Q2: 28,692 shares; 2018Q3: 42,951 shares; 2018Q4: 237,068 shares; 2019Q1: 275,947 shares 275,947 $14.9M 0.12% +38,879 Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 226,130 shares; 2018Q2: 215,127 shares; 2018Q3: 240,742 shares; 2018Q4: 270,458 shares; 2019Q1: 277,393 shares 277,393 $14.8M 0.12% +6,935 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 186,531 shares; 2018Q2: 169,278 shares; 2018Q3: 208,358 shares; 2018Q4: 198,009 shares; 2019Q1: 197,550 shares 197,550 $14.7M 0.12% -459 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 157,443 shares; 2018Q2: 151,763 shares; 2018Q3: 173,141 shares; 2018Q4: 189,515 shares; 2019Q1: 216,099 shares 216,099 $14.7M 0.12% +26,584 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 37,252 shares; 2018Q3: 121,945 shares; 2018Q4: 158,268 shares; 2019Q1: 305,654 shares 305,654 $14.3M 0.12% +147,386 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 218,153 shares; 2018Q2: 203,899 shares; 2018Q3: 241,917 shares; 2018Q4: 249,823 shares; 2019Q1: 276,996 shares 276,996 $14.3M 0.12% +27,173 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 74,983 shares; 2018Q2: 53,912 shares; 2018Q3: 63,001 shares; 2018Q4: 91,473 shares; 2019Q1: 109,794 shares 109,794 $14.1M 0.12% +18,321 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 520,374 shares 520,374 $14M 0.12% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 65,418 shares; 2018Q2: 62,008 shares; 2018Q3: 76,409 shares; 2018Q4: 87,815 shares; 2019Q1: 96,083 shares 96,083 $14M 0.11% +8,268 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 116,450 shares; 2018Q2: 129,731 shares; 2018Q3: 155,974 shares; 2018Q4: 160,643 shares; 2019Q1: 169,544 shares 169,544 $13.9M 0.11% +8,901 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 93,674 shares; 2018Q2: 88,373 shares; 2018Q3: 106,320 shares; 2018Q4: 160,150 shares; 2019Q1: 154,078 shares 154,078 $13.9M 0.11% -6,072 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 449,122 shares; 2018Q2: 495,188 shares; 2018Q3: 559,543 shares; 2018Q4: 601,968 shares; 2019Q1: 724,734 shares 724,734 $13.8M 0.11% +122,766 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,199 shares; 2018Q2: 28,622 shares; 2018Q3: 40,973 shares; 2018Q4: 41,485 shares; 2019Q1: 51,594 shares 51,594 $13.7M 0.11% +10,109 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,868 shares; 2018Q2: 54,182 shares; 2018Q3: 65,781 shares; 2018Q4: 64,812 shares; 2019Q1: 66,107 shares 66,107 $13.7M 0.11% +1,295 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 67,375 shares; 2018Q2: 63,204 shares; 2018Q3: 75,053 shares; 2018Q4: 81,932 shares; 2019Q1: 81,994 shares 81,994 $13.7M 0.11% +62 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,160 shares; 2018Q2: 86,155 shares; 2018Q3: 148,059 shares; 2018Q4: 99,050 shares; 2019Q1: 119,709 shares 119,709 $13.6M 0.11% +20,659 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 164,069 shares; 2018Q2: 148,006 shares; 2018Q3: 163,690 shares; 2018Q4: 171,010 shares; 2019Q1: 203,115 shares 203,115 $13.4M 0.11% +32,105 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 241,425 shares; 2018Q2: 566,198 shares; 2018Q3: 609,654 shares; 2018Q4: 214,510 shares; 2019Q1: 222,399 shares 222,399 $13.4M 0.11% +7,889 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 94,434 shares; 2018Q2: 102,408 shares; 2018Q3: 110,335 shares; 2018Q4: 98,436 shares; 2019Q1: 98,843 shares 98,843 $13.4M 0.11% +407 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 231,667 shares; 2018Q2: 230,779 shares; 2018Q3: 251,065 shares; 2018Q4: 371,590 shares; 2019Q1: 454,835 shares 454,835 $13.4M 0.11% +83,245 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 225,360 shares; 2018Q3: 248,429 shares; 2018Q4: 233,445 shares; 2019Q1: 234,871 shares 234,871 $13.3M 0.11% +1,426 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 299,754 shares; 2018Q2: 286,853 shares; 2018Q3: 364,714 shares; 2018Q4: 405,828 shares; 2019Q1: 433,150 shares 433,150 $13.1M 0.11% +27,322 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 99,396 shares; 2018Q2: 87,843 shares; 2018Q3: 108,888 shares; 2018Q4: 819,914 shares; 2019Q1: 139,261 shares 139,261 $13M 0.11% -680,653 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 99,961 shares; 2018Q2: 98,645 shares; 2018Q3: 133,085 shares; 2018Q4: 196,317 shares; 2019Q1: 357,252 shares 357,252 $13M 0.11% +160,935 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 43,327 shares; 2018Q2: 42,050 shares; 2018Q3: 60,170 shares; 2018Q4: 64,178 shares; 2019Q1: 80,029 shares 80,029 $12.8M 0.11% +15,851 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,135 shares; 2018Q2: 64,864 shares; 2018Q3: 136,656 shares; 2018Q4: 134,000 shares; 2019Q1: 71,533 shares 71,533 $12.8M 0.11% -62,467 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 78,127 shares; 2018Q2: 105,788 shares; 2018Q3: 100,665 shares; 2018Q4: 193,143 shares; 2019Q1: 211,431 shares 211,431 $12.7M 0.1% +18,288 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 53,090 shares; 2018Q2: 47,341 shares; 2018Q3: 89,101 shares; 2018Q4: 106,156 shares; 2019Q1: 141,731 shares 141,731 $12.7M 0.1% +35,575 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 90,260 shares; 2018Q2: 92,758 shares; 2018Q3: 120,493 shares; 2018Q4: 127,369 shares; 2019Q1: 114,883 shares 114,883 $12.2M 0.1% -12,486 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 963,729 shares; 2018Q2: 885,563 shares; 2018Q3: 1,086,006 shares; 2018Q4: 1,060,509 shares; 2019Q1: 1,385,508 shares 1,385,508 $12.2M 0.1% +324,999 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 64,565 shares; 2018Q2: 61,331 shares; 2018Q3: 71,911 shares; 2018Q4: 87,984 shares; 2019Q1: 97,241 shares 97,241 $12.1M 0.1% +9,257 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 141,568 shares; 2018Q2: 150,217 shares; 2018Q3: 185,582 shares; 2018Q4: 178,980 shares; 2019Q1: 172,209 shares 172,209 $12M 0.1% -6,771 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 134,364 shares; 2018Q2: 135,856 shares; 2018Q3: 159,571 shares; 2018Q4: 131,503 shares; 2019Q1: 180,140 shares 180,140 $12M 0.1% +48,637 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 179,405 shares; 2018Q2: 196,492 shares; 2018Q3: 206,620 shares; 2018Q4: 209,015 shares; 2019Q1: 229,925 shares 229,925 $12M 0.1% +20,910 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,407 shares; 2018Q2: 58,355 shares; 2018Q3: 123,420 shares; 2018Q4: 163,475 shares; 2019Q1: 230,873 shares 230,873 $11.9M 0.1% +67,398 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 119,136 shares; 2018Q2: 95,763 shares; 2018Q3: 108,869 shares; 2018Q4: 116,326 shares; 2019Q1: 135,554 shares 135,554 $11.8M 0.1% +19,228 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 87,343 shares; 2018Q2: 91,095 shares; 2018Q3: 127,298 shares; 2018Q4: 134,273 shares; 2019Q1: 141,482 shares 141,482 $11.7M 0.1% +7,209 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 9,481 shares; 2018Q2: 475 shares; 2018Q3: 4,468 shares; 2018Q4: 4,040 shares; 2019Q1: 96,299 shares 96,299 $11.5M 0.09% +92,259 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 127,194 shares; 2018Q2: 104,348 shares; 2018Q3: 114,881 shares; 2018Q4: 233,145 shares; 2019Q1: 196,808 shares 196,808 $11.5M 0.09% -36,337 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 34,552 shares; 2018Q2: 36,828 shares; 2018Q3: 47,245 shares; 2018Q4: 58,416 shares; 2019Q1: 58,853 shares 58,853 $11.4M 0.09% +437 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,530 shares; 2018Q2: 35,719 shares; 2018Q3: 52,701 shares; 2018Q4: 57,916 shares; 2019Q1: 64,353 shares 64,353 $11.3M 0.09% +6,437 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 188,630 shares; 2018Q2: 270,046 shares; 2018Q3: 299,756 shares; 2018Q4: 302,829 shares; 2019Q1: 316,331 shares 316,331 $11.3M 0.09% +13,502 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,919 shares; 2018Q2: 55,406 shares; 2018Q3: 60,389 shares; 2018Q4: 119,189 shares; 2019Q1: 106,768 shares 106,768 $11.2M 0.09% -12,421 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 42,853 shares; 2018Q2: 46,478 shares; 2018Q3: 59,855 shares; 2018Q4: 61,405 shares; 2019Q1: 70,530 shares 70,530 $11.2M 0.09% +9,125 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 209,207 shares; 2018Q2: 128,282 shares; 2018Q3: 140,219 shares; 2018Q4: 167,191 shares; 2019Q1: 194,985 shares 194,985 $10.9M 0.09% +27,794 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 93,224 shares; 2018Q2: 86,350 shares; 2018Q3: 93,490 shares; 2018Q4: 105,204 shares; 2019Q1: 105,156 shares 105,156 $10.9M 0.09% -48 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 123,568 shares; 2018Q2: 122,284 shares; 2018Q3: 142,973 shares; 2018Q4: 152,509 shares; 2019Q1: 174,658 shares 174,658 $10.9M 0.09% +22,149 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 61,048 shares; 2018Q2: 58,381 shares; 2018Q3: 73,893 shares; 2018Q4: 67,885 shares; 2019Q1: 97,027 shares 97,027 $10.8M 0.09% +29,142 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 64,574 shares; 2018Q2: 55,941 shares; 2018Q3: 50,199 shares; 2018Q4: 341,824 shares; 2019Q1: 357,496 shares 357,496 $10.8M 0.09% +15,672 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 14,547 shares; 2018Q3: 25,116 shares; 2018Q4: 28,221 shares; 2019Q1: 35,860 shares 35,860 $10.8M 0.09% +7,639 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 119,946 shares; 2018Q2: 122,198 shares; 2018Q3: 144,807 shares; 2018Q4: 151,167 shares; 2019Q1: 199,962 shares 199,962 $10.8M 0.09% +48,795 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,713 shares; 2018Q2: 132,859 shares; 2018Q3: 154,527 shares; 2018Q4: 206,213 shares; 2019Q1: 221,350 shares 221,350 $10.6M 0.09% +15,137 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 72,707 shares; 2018Q2: 60,788 shares; 2018Q3: 77,389 shares; 2018Q4: 102,448 shares; 2019Q1: 97,052 shares 97,052 $10.5M 0.09% -5,396 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 70,952 shares; 2018Q2: 65,999 shares; 2018Q3: 72,786 shares; 2018Q4: 95,276 shares; 2019Q1: 97,721 shares 97,721 $10.3M 0.08% +2,445 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,780 shares; 2018Q2: 144,968 shares; 2018Q3: 171,271 shares; 2018Q4: 181,791 shares; 2019Q1: 198,698 shares 198,698 $10.3M 0.08% +16,907 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 258,163 shares; 2018Q2: 260,527 shares; 2018Q3: 364,934 shares; 2018Q4: 158,901 shares; 2019Q1: 377,127 shares 377,127 $10.3M 0.08% +218,226 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 25,850 shares; 2018Q2: 25,789 shares; 2018Q3: 44,793 shares; 2018Q4: 44,570 shares; 2019Q1: 102,522 shares 102,522 $10.3M 0.08% +57,952 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,208 shares; 2018Q2: 30,378 shares; 2018Q3: 42,220 shares; 2018Q4: 70,239 shares; 2019Q1: 65,271 shares 65,271 $10.3M 0.08% -4,968 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,120 shares; 2018Q2: 50,585 shares; 2018Q3: 102,878 shares; 2018Q4: 66,989 shares; 2019Q1: 69,515 shares 69,515 $10.3M 0.08% +2,526 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 554,048 shares; 2018Q3: 897,606 shares; 2018Q4: 712,265 shares; 2019Q1: 706,099 shares 706,099 $10.2M 0.08% -6,166 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 64,523 shares; 2018Q2: 66,100 shares; 2018Q3: 79,161 shares; 2018Q4: 101,182 shares; 2019Q1: 132,260 shares 132,260 $10.1M 0.08% +31,078 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,664 shares; 2018Q2: 71,670 shares; 2018Q3: 89,969 shares; 2018Q4: 191,976 shares; 2019Q1: 187,489 shares 187,489 $9.98M 0.08% -4,487 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14 shares; 2018Q2: 13 shares; 2018Q3: 12 shares; 2018Q4: 9 shares; 2019Q1: 33 shares 33 $9.94M 0.08% +24 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 92,987 shares; 2018Q2: 88,805 shares; 2018Q3: 89,872 shares; 2018Q4: 133,483 shares; 2019Q1: 132,344 shares 132,344 $9.9M 0.08% -1,139 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 145,601 shares; 2018Q4: 204,241 shares; 2019Q1: 199,036 shares 199,036 $9.88M 0.08% -5,205 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 136,510 shares; 2018Q2: 129,060 shares; 2018Q3: 191,890 shares; 2018Q4: 213,263 shares; 2019Q1: 223,966 shares 223,966 $9.79M 0.08% +10,703 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,314 shares; 2018Q2: 26,835 shares; 2018Q3: 72,254 shares; 2018Q4: 108,042 shares; 2019Q1: 146,072 shares 146,072 $9.78M 0.08% +38,030 Timeline Invesco S&P 500 Revenue ETF Invesco S&P 500 Revenue ETF More: the full row for Invesco S&P 500 Revenue ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 70,050 shares; 2018Q2: 67,468 shares; 2018Q3: 78,496 shares; 2018Q4: 141,244 shares; 2019Q1: 187,172 shares 187,172 $9.65M 0.08% +45,928 RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 36,675 shares; 2018Q3: 52,647 shares; 2018Q4: 72,036 shares; 2019Q1: 82,659 shares 82,659 $9.57M 0.08% +10,623 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 127,768 shares; 2018Q2: 116,529 shares; 2018Q3: 132,328 shares; 2018Q4: 123,758 shares; 2019Q1: 117,636 shares 117,636 $9.45M 0.08% -6,122 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 66,466 shares; 2018Q2: 65,620 shares; 2018Q3: 70,006 shares; 2018Q4: 75,871 shares; 2019Q1: 90,212 shares 90,212 $9.38M 0.08% +14,341 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,525 shares; 2018Q2: 26,274 shares; 2018Q3: 60,524 shares; 2018Q4: 31,189 shares; 2019Q1: 106,970 shares 106,970 $9.31M 0.08% +75,781 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,402 shares; 2018Q2: 27,897 shares; 2018Q3: 50,237 shares; 2018Q4: 70,603 shares; 2019Q1: 83,638 shares 83,638 $9.3M 0.08% +13,035 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 55,314 shares; 2018Q2: 53,621 shares; 2018Q3: 56,176 shares; 2018Q4: 52,030 shares; 2019Q1: 50,497 shares 50,497 $9.21M 0.08% -1,533 BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 202,215 shares; 2018Q3: 254,891 shares; 2018Q4: 752,369 shares; 2019Q1: 401,537 shares 401,537 $9.1M 0.07% -350,832 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 83,479 shares; 2018Q2: 16,992 shares; 2018Q3: 16,953 shares; 2018Q4: 144,962 shares; 2019Q1: 150,370 shares 150,370 $9.09M 0.07% +5,408 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 18,263 shares; 2018Q2: 21,925 shares; 2018Q3: 28,938 shares; 2018Q4: 29,504 shares; 2019Q1: 39,089 shares 39,089 $9.05M 0.07% +9,585 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 215,315 shares; 2018Q2: 104,806 shares; 2018Q3: 103,926 shares; 2018Q4: 98,487 shares; 2019Q1: 119,961 shares 119,961 $9M 0.07% +21,474 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 193,892 shares; 2018Q2: 198,276 shares; 2018Q3: 250,058 shares; 2018Q4: 276,414 shares; 2019Q1: 308,497 shares 308,497 $8.98M 0.07% +32,083 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,873 shares; 2018Q2: 36,034 shares; 2018Q3: 46,512 shares; 2018Q4: 42,726 shares; 2019Q1: 49,076 shares 49,076 $8.9M 0.07% +6,350 Timeline ABSOLUTE SHS TR WBI BBR GBL… ABSOLUTE SHS TR WBI BBR GBL HIGH More: the full row for ABSOLUTE SHS TR WBI BBR GBL HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,235,981 shares; 2018Q2: 1,208,291 shares; 2018Q3: 1,186,821 shares; 2018Q4: 1,021,787 shares; 2019Q1: 396,041 shares 396,041 $8.9M 0.07% -625,746 LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 44,246 shares; 2018Q2: 57,094 shares; 2018Q3: 87,447 shares; 2018Q4: 106,777 shares; 2019Q1: 172,536 shares 172,536 $8.85M 0.07% +65,759 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 135,663 shares; 2018Q3: 139,213 shares; 2018Q4: 130,203 shares; 2019Q1: 208,086 shares 208,086 $8.84M 0.07% +77,883 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 43,121 shares; 2018Q2: 43,674 shares; 2018Q3: 113,765 shares; 2018Q4: 152,911 shares; 2019Q1: 167,005 shares 167,005 $8.82M 0.07% +14,094 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,800 shares; 2018Q2: 127,090 shares; 2018Q3: 67,666 shares; 2018Q4: 183,043 shares; 2019Q1: 175,145 shares 175,145 $8.79M 0.07% -7,898 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 35,099 shares; 2018Q2: 36,648 shares; 2018Q3: 54,108 shares; 2018Q4: 245,102 shares; 2019Q1: 172,527 shares 172,527 $8.68M 0.07% -72,575 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 98,100 shares; 2018Q2: 96,577 shares; 2018Q3: 135,448 shares; 2018Q4: 308,617 shares; 2019Q1: 193,268 shares 193,268 $8.61M 0.07% -115,349 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 65,523 shares; 2018Q2: 57,360 shares; 2018Q3: 68,794 shares; 2018Q4: 65,689 shares; 2019Q1: 66,256 shares 66,256 $8.6M 0.07% +567 Timeline BLACKSTONE GROUP LP/THE BLACKSTONE GROUP LP/THE More: the full row for BLACKSTONE GROUP LP/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 148,521 shares; 2018Q2: 137,867 shares; 2018Q3: 165,910 shares; 2018Q4: 197,473 shares; 2019Q1: 245,746 shares 245,746 $8.6M 0.07% +48,273 RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 18,805 shares; 2018Q3: 21,685 shares; 2018Q4: 44,638 shares; 2019Q1: 88,465 shares 88,465 $8.58M 0.07% +43,827 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 67,875 shares; 2018Q2: 64,352 shares; 2018Q3: 96,492 shares; 2018Q4: 100,002 shares; 2019Q1: 89,990 shares 89,990 $8.57M 0.07% -10,012 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 25,036 shares; 2018Q2: 13,026 shares; 2018Q3: 88,682 shares; 2018Q4: 76,542 shares; 2019Q1: 76,699 shares 76,699 $8.54M 0.07% +157 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 40,232 shares; 2018Q2: 39,219 shares; 2018Q3: 42,596 shares; 2018Q4: 73,714 shares; 2019Q1: 100,087 shares 100,087 $8.49M 0.07% +26,373 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 253,147 shares; 2018Q2: 243,634 shares; 2018Q3: 421,796 shares; 2018Q4: 259,197 shares; 2019Q1: 344,937 shares 344,937 $8.49M 0.07% +85,740 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 93,073 shares; 2018Q3: 142,577 shares; 2018Q4: 147,919 shares; 2019Q1: 176,808 shares 176,808 $8.39M 0.07% +28,889 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 69,809 shares; 2018Q2: 55,222 shares; 2018Q3: 90,717 shares; 2018Q4: 103,566 shares; 2019Q1: 105,119 shares 105,119 $8.31M 0.07% +1,553 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 44,746 shares; 2018Q2: 35,833 shares; 2018Q3: 46,764 shares; 2018Q4: 28,203 shares; 2019Q1: 43,440 shares 43,440 $8.28M 0.07% +15,237 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 68,309 shares; 2018Q2: 67,739 shares; 2018Q3: 80,093 shares; 2018Q4: 83,450 shares; 2019Q1: 102,841 shares 102,841 $8.25M 0.07% +19,391 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,131,080 shares; 2018Q2: 247,763 shares; 2018Q3: 307,129 shares; 2018Q4: 312,243 shares; 2019Q1: 285,465 shares 285,465 $8.24M 0.07% -26,778 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 3,730 shares; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 122,700 shares; 2019Q1: 112,700 shares 112,700 $8.23M 0.07% -10,000 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 34,252 shares; 2018Q2: 47,230 shares; 2018Q3: 54,734 shares; 2018Q4: 62,361 shares; 2019Q1: 63,371 shares 63,371 $8.23M 0.07% +1,010 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 134,795 shares; 2018Q2: 130,503 shares; 2018Q3: 154,291 shares; 2018Q4: 147,052 shares; 2019Q1: 151,858 shares 151,858 $8.16M 0.07% +4,806 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 106,641 shares; 2018Q2: 96,829 shares; 2018Q3: 109,541 shares; 2018Q4: 88,712 shares; 2019Q1: 97,249 shares 97,249 $8.15M 0.07% +8,537 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 266,583 shares; 2018Q2: 313,364 shares; 2018Q3: 280,920 shares; 2018Q4: 42,842 shares; 2019Q1: 41,181 shares 41,181 $8.1M 0.07% -1,661 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 53,216 shares; 2018Q2: 52,983 shares; 2018Q3: 59,231 shares; 2018Q4: 59,365 shares; 2019Q1: 74,058 shares 74,058 $8.1M 0.07% +14,693 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,914 shares; 2018Q2: 2,766 shares; 2018Q3: 3,664 shares; 2018Q4: 3,912 shares; 2019Q1: 4,627 shares 4,627 $8.07M 0.07% +715 Timeline HSBC HLDGS PLC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 343,479 shares; 2018Q2: 336,858 shares; 2018Q3: 320,651 shares; 2018Q4: 319,733 shares; 2019Q1: 312,270 shares 312,270 $8.05M 0.07% -7,463 VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 114,317 shares; 2018Q2: 113,809 shares; 2018Q3: 146,788 shares; 2018Q4: 157,982 shares; 2019Q1: 126,050 shares 126,050 $8.04M 0.07% -31,932 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,053 shares; 2018Q2: 32,947 shares; 2018Q3: 45,888 shares; 2018Q4: 57,143 shares; 2019Q1: 62,530 shares 62,530 $8.01M 0.07% +5,387 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 42,537 shares; 2018Q2: 421,062 shares; 2018Q3: 50,446 shares; 2018Q4: 55,715 shares; 2019Q1: 66,782 shares 66,782 $8.01M 0.07% +11,067 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,653 shares; 2018Q2: 38,221 shares; 2018Q3: 43,705 shares; 2018Q4: 42,284 shares; 2019Q1: 36,488 shares 36,488 $8M 0.07% -5,796 Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 4,146 shares; 2018Q2: 42,265 shares; 2018Q3: 75,040 shares; 2018Q4: 91,652 shares; 2019Q1: 119,622 shares 119,622 $7.98M 0.07% +27,970 SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 8,821 shares; 2018Q2: 32,454 shares; 2018Q3: 75,795 shares; 2018Q4: 204,022 shares; 2019Q1: 172,488 shares 172,488 $7.95M 0.07% -31,534 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 69,718 shares; 2018Q2: 70,507 shares; 2018Q3: 84,830 shares; 2018Q4: 87,955 shares; 2019Q1: 91,092 shares 91,092 $7.91M 0.07% +3,137 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,232 shares; 2018Q2: 1,970 shares; 2018Q3: 2,338 shares; 2018Q4: 17,508 shares; 2019Q1: 53,707 shares 53,707 $7.91M 0.07% +36,199 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 67,938 shares; 2018Q3: 71,064 shares; 2018Q4: 66,337 shares; 2019Q1: 68,518 shares 68,518 $7.77M 0.06% +2,181 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,479 shares; 2018Q2: 44,555 shares; 2018Q3: 112,277 shares; 2018Q4: 260,826 shares; 2019Q1: 308,444 shares 308,444 $7.72M 0.06% +47,618 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 75,086 shares; 2018Q2: 77,535 shares; 2018Q3: 95,267 shares; 2018Q4: 124,428 shares; 2019Q1: 130,139 shares 130,139 $7.72M 0.06% +5,711 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 86,023 shares; 2018Q2: 78,499 shares; 2018Q3: 93,959 shares; 2018Q4: 98,870 shares; 2019Q1: 99,398 shares 99,398 $7.72M 0.06% +528 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 7,889 shares; 2018Q2: 15,034 shares; 2018Q3: 27,194 shares; 2018Q4: 30,940 shares; 2019Q1: 37,130 shares 37,130 $7.67M 0.06% +6,190 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 68,377 shares; 2018Q3: 90,993 shares; 2018Q4: 129,656 shares; 2019Q1: 143,580 shares 143,580 $7.66M 0.06% +13,924 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,812 shares; 2018Q2: 26,708 shares; 2018Q3: 30,419 shares; 2018Q4: 48,221 shares; 2019Q1: 48,242 shares 48,242 $7.62M 0.06% +21 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 35,643 shares; 2018Q2: 32,063 shares; 2018Q3: 32,719 shares; 2018Q4: 29,681 shares; 2019Q1: 28,177 shares 28,177 $7.6M 0.06% -1,504 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 807,638 shares; 2018Q2: 840,650 shares; 2018Q3: 992,005 shares; 2018Q4: 786,691 shares; 2019Q1: 758,536 shares 758,536 $7.58M 0.06% -28,155 LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 41,016 shares; 2019Q1: 42,846 shares 42,846 $7.54M 0.06% +1,830 BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 9,727 shares; 2018Q2: 8,561 shares; 2018Q3: 13,281 shares; 2018Q4: 15,688 shares; 2019Q1: 17,545 shares 17,545 $7.5M 0.06% +1,857 AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 24,094 shares; 2018Q2: 27,557 shares; 2018Q3: 36,768 shares; 2018Q4: 41,608 shares; 2019Q1: 37,769 shares 37,769 $7.45M 0.06% -3,839 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 26,327 shares; 2018Q2: 27,177 shares; 2018Q3: 26,976 shares; 2018Q4: 37,077 shares; 2019Q1: 57,324 shares 57,324 $7.44M 0.06% +20,247 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 130,681 shares; 2018Q2: 121,048 shares; 2018Q3: 151,032 shares; 2018Q4: 109,313 shares; 2019Q1: 108,515 shares 108,515 $7.43M 0.06% -798 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 34,412 shares; 2018Q2: 23,149 shares; 2018Q3: 28,409 shares; 2018Q4: 56,909 shares; 2019Q1: 59,910 shares 59,910 $7.38M 0.06% +3,001 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,086 shares; 2018Q2: 111,868 shares; 2018Q3: 130,204 shares; 2018Q4: 171,195 shares; 2019Q1: 173,029 shares 173,029 $7.37M 0.06% +1,834 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 43,719 shares; 2018Q2: 42,490 shares; 2018Q3: 51,492 shares; 2018Q4: 90,957 shares; 2019Q1: 95,118 shares 95,118 $7.27M 0.06% +4,161 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 24,341 shares; 2018Q2: 22,906 shares; 2018Q3: 23,546 shares; 2018Q4: 31,298 shares; 2019Q1: 41,317 shares 41,317 $7.25M 0.06% +10,019 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 103,826 shares; 2018Q2: 101,446 shares; 2018Q3: 112,961 shares; 2018Q4: 112,171 shares; 2019Q1: 126,978 shares 126,978 $7.25M 0.06% +14,807 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 59,637 shares; 2018Q2: 59,598 shares; 2018Q3: 72,420 shares; 2018Q4: 78,965 shares; 2019Q1: 113,291 shares 113,291 $7.25M 0.06% +34,326 SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 60,985 shares; 2018Q2: 64,424 shares; 2018Q3: 87,663 shares; 2018Q4: 101,394 shares; 2019Q1: 210,414 shares 210,414 $7.19M 0.06% +109,020 Timeline OPPENHEIMER ETF TR OPPENHEIMER ETF TR More: the full row for OPPENHEIMER ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 106,349 shares; 2018Q2: 103,225 shares; 2018Q3: 115,749 shares; 2018Q4: 119,277 shares; 2019Q1: 121,041 shares 121,041 $7.17M 0.06% +1,764 WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 170,096 shares; 2018Q2: 167,588 shares; 2018Q3: 228,528 shares; 2018Q4: 199,771 shares; 2019Q1: 291,952 shares 291,952 $7.17M 0.06% +92,181 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 28,763 shares; 2018Q2: 28,528 shares; 2018Q3: 37,679 shares; 2018Q4: 114,247 shares; 2019Q1: 250,608 shares 250,608 $7.15M 0.06% +136,361 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 88,260 shares; 2018Q2: 77,571 shares; 2018Q3: 103,172 shares; 2018Q4: 106,117 shares; 2019Q1: 112,854 shares 112,854 $7.15M 0.06% +6,737 GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 140,754 shares; 2018Q2: 126,073 shares; 2018Q3: 150,569 shares; 2018Q4: 116,711 shares; 2019Q1: 109,680 shares 109,680 $7.14M 0.06% -7,031 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 107,231 shares; 2018Q2: 108,618 shares; 2018Q3: 120,370 shares; 2018Q4: 127,592 shares; 2019Q1: 122,499 shares 122,499 $7.12M 0.06% -5,093 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 185,629 shares; 2018Q2: 203,268 shares; 2018Q3: 265,280 shares; 2018Q4: 279,162 shares; 2019Q1: 251,289 shares 251,289 $7.08M 0.06% -27,873 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 119,295 shares; 2018Q2: 117,051 shares; 2018Q3: 137,904 shares; 2018Q4: 152,198 shares; 2019Q1: 169,185 shares 169,185 $7.07M 0.06% +16,987 GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 122,983 shares; 2018Q2: 120,579 shares; 2018Q3: 127,309 shares; 2018Q4: 184,597 shares; 2019Q1: 190,293 shares 190,293 $7.06M 0.06% +5,696 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 232,883 shares; 2019Q1: 310,038 shares 310,038 $7.04M 0.06% +77,155 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,386 shares; 2018Q2: 9,863 shares; 2018Q3: 13,023 shares; 2018Q4: 16,105 shares; 2019Q1: 16,315 shares 16,315 $7.03M 0.06% +210 Timeline VEREIT INC VEREIT INC More: the full row for VEREIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 583,619 shares; 2018Q2: 617,217 shares; 2018Q3: 726,608 shares; 2018Q4: 828,745 shares; 2019Q1: 837,875 shares 837,875 $7.01M 0.06% +9,130 IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,222 shares; 2018Q2: 116,466 shares; 2018Q3: 166,957 shares; 2018Q4: 209,949 shares; 2019Q1: 223,624 shares 223,624 $6.9M 0.06% +13,675 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 149,281 shares; 2018Q2: 262,989 shares; 2018Q3: 256,961 shares; 2018Q4: 73,601 shares; 2019Q1: 76,298 shares 76,298 $6.83M 0.06% +2,697 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,609 shares; 2018Q2: 13,831 shares; 2018Q3: 16,612 shares; 2018Q4: 20,312 shares; 2019Q1: 26,116 shares 26,116 $6.83M 0.06% +5,804 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 21,642 shares; 2018Q2: 20,479 shares; 2018Q3: 23,860 shares; 2018Q4: 27,179 shares; 2019Q1: 43,245 shares 43,245 $6.79M 0.06% +16,066 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 230,608 shares; 2018Q2: 232,048 shares; 2018Q3: 256,764 shares; 2018Q4: 385,991 shares; 2019Q1: 395,303 shares 395,303 $6.78M 0.06% +9,312 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 132,106 shares; 2018Q2: 127,166 shares; 2018Q3: 153,757 shares; 2018Q4: 181,360 shares; 2019Q1: 213,748 shares 213,748 $6.69M 0.06% +32,388 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 86,353 shares; 2018Q2: 89,775 shares; 2018Q3: 98,933 shares; 2018Q4: 115,204 shares; 2019Q1: 127,419 shares 127,419 $6.65M 0.05% +12,215 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 18,903 shares; 2018Q2: 17,443 shares; 2018Q3: 20,530 shares; 2018Q4: 24,693 shares; 2019Q1: 26,581 shares 26,581 $6.64M 0.05% +1,888 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,902 shares; 2018Q2: 32,347 shares; 2018Q3: 34,682 shares; 2018Q4: 41,607 shares; 2019Q1: 41,119 shares 41,119 $6.6M 0.05% -488 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 94,316 shares; 2018Q2: 90,795 shares; 2018Q3: 99,405 shares; 2018Q4: 112,874 shares; 2019Q1: 118,576 shares 118,576 $6.57M 0.05% +5,702 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,317 shares; 2018Q2: 14,218 shares; 2018Q3: 16,859 shares; 2018Q4: 20,236 shares; 2019Q1: 23,195 shares 23,195 $6.35M 0.05% +2,959 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,494 shares; 2018Q2: 32,165 shares; 2018Q3: 40,716 shares; 2018Q4: 60,351 shares; 2019Q1: 69,060 shares 69,060 $6.34M 0.05% +8,709 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 22,213 shares; 2018Q2: 20,455 shares; 2018Q3: 27,225 shares; 2018Q4: 31,425 shares; 2019Q1: 35,899 shares 35,899 $6.34M 0.05% +4,474 Timeline OPPENHEIMER ETF TR OPPENHEIMER ETF TR More: the full row for OPPENHEIMER ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,982 shares; 2018Q2: 51,655 shares; 2018Q3: 80,041 shares; 2018Q4: 134,507 shares; 2019Q1: 165,925 shares 165,925 $6.29M 0.05% +31,418 EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 18,960 shares; 2018Q2: 18,191 shares; 2018Q3: 20,385 shares; 2018Q4: 51,958 shares; 2019Q1: 72,471 shares 72,471 $6.28M 0.05% +20,513 Timeline XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 7,847 shares; 2018Q2: 6,672 shares; 2018Q3: 8,784 shares; 2018Q4: 15,472 shares; 2019Q1: 49,364 shares 49,364 $6.26M 0.05% +33,892 XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 24,358 shares; 2018Q3: 67,120 shares; 2018Q4: 68,989 shares; 2019Q1: 109,893 shares 109,893 $6.22M 0.05% +40,904 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 98,470 shares; 2018Q2: 71,883 shares; 2018Q3: 78,252 shares; 2018Q4: 85,889 shares; 2019Q1: 95,649 shares 95,649 $6.18M 0.05% +9,760 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,255 shares; 2018Q2: 42,767 shares; 2018Q3: 53,638 shares; 2018Q4: 57,251 shares; 2019Q1: 61,350 shares 61,350 $6.18M 0.05% +4,099 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,668 shares; 2018Q2: 49,188 shares; 2018Q3: 68,126 shares; 2018Q4: 117,356 shares; 2019Q1: 129,720 shares 129,720 $6.12M 0.05% +12,364 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 16,857 shares; 2018Q3: 49,032 shares; 2018Q4: 260,565 shares; 2019Q1: 289,649 shares 289,649 $6.1M 0.05% +29,084 IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 85,482 shares; 2018Q2: 86,879 shares; 2018Q3: 102,836 shares; 2018Q4: 117,041 shares; 2019Q1: 110,988 shares 110,988 $6.08M 0.05% -6,053 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 76,551 shares; 2018Q2: 88,197 shares; 2018Q3: 154,995 shares; 2018Q4: 169,960 shares; 2019Q1: 203,802 shares 203,802 $6.08M 0.05% +33,842 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 31,727 shares; 2018Q2: 23,325 shares; 2018Q3: 26,287 shares; 2018Q4: 25,245 shares; 2019Q1: 48,451 shares 48,451 $6.08M 0.05% +23,206 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 407,044 shares; 2018Q2: 407,697 shares; 2018Q3: 413,935 shares; 2018Q4: 256,995 shares; 2019Q1: 317,673 shares 317,673 $6.06M 0.05% +60,678 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 9,504 shares; 2018Q3: 25,162 shares; 2018Q4: 33,732 shares; 2019Q1: 35,053 shares 35,053 $5.96M 0.05% +1,321 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,639 shares; 2018Q2: 22,700 shares; 2018Q3: 26,780 shares; 2018Q4: 29,688 shares; 2019Q1: 31,093 shares 31,093 $5.95M 0.05% +1,405 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,347 shares; 2018Q2: 59,819 shares; 2018Q3: 78,077 shares; 2018Q4: 76,954 shares; 2019Q1: 73,048 shares 73,048 $5.94M 0.05% -3,906 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 87,235 shares; 2018Q2: 86,511 shares; 2018Q3: 94,080 shares; 2018Q4: 102,189 shares; 2019Q1: 105,682 shares 105,682 $5.94M 0.05% +3,493 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 55,709 shares; 2018Q2: 54,366 shares; 2018Q3: 59,959 shares; 2018Q4: 242,377 shares; 2019Q1: 116,796 shares 116,796 $5.86M 0.05% -125,581 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 16,272 shares; 2018Q2: 15,056 shares; 2018Q3: 30,055 shares; 2018Q4: 26,402 shares; 2019Q1: 51,545 shares 51,545 $5.83M 0.05% +25,143 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,677 shares; 2018Q2: 56,432 shares; 2018Q3: 68,570 shares; 2018Q4: 87,792 shares; 2019Q1: 92,976 shares 92,976 $5.82M 0.05% +5,184 ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 461,807 shares; 2018Q2: 420,835 shares; 2018Q3: 563,777 shares; 2018Q4: 577,437 shares; 2019Q1: 580,462 shares 580,462 $5.82M 0.05% +3,025 AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 84,458 shares; 2018Q2: 70,910 shares; 2018Q3: 46,142 shares; 2018Q4: 121,235 shares; 2019Q1: 146,350 shares 146,350 $5.8M 0.05% +25,115 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 77,319 shares; 2018Q2: 77,442 shares; 2018Q3: 101,938 shares; 2018Q4: 112,211 shares; 2019Q1: 116,209 shares 116,209 $5.8M 0.05% +3,998 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 61,206 shares; 2018Q2: 58,494 shares; 2018Q3: 71,736 shares; 2018Q4: 118,511 shares; 2019Q1: 119,393 shares 119,393 $5.79M 0.05% +882 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,383 shares; 2018Q2: 9,646 shares; 2018Q3: 11,349 shares; 2018Q4: 12,350 shares; 2019Q1: 20,107 shares 20,107 $5.77M 0.05% +7,757 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,881 shares; 2018Q2: 25,071 shares; 2018Q3: 34,488 shares; 2018Q4: 38,026 shares; 2019Q1: 41,025 shares 41,025 $5.75M 0.05% +2,999 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 74,634 shares; 2018Q2: 65,734 shares; 2018Q3: 96,781 shares; 2018Q4: 71,766 shares; 2019Q1: 67,788 shares 67,788 $5.75M 0.05% -3,978 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 5,716 shares; 2018Q2: 5,439 shares; 2018Q3: 6,478 shares; 2018Q4: 70,764 shares; 2019Q1: 110,733 shares 110,733 $5.75M 0.05% +39,969 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 28,088 shares; 2018Q2: 27,481 shares; 2018Q3: 37,514 shares; 2018Q4: 115,923 shares; 2019Q1: 99,973 shares 99,973 $5.74M 0.05% -15,950 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 17,272 shares; 2018Q2: 17,396 shares; 2018Q3: 36,924 shares; 2018Q4: 70,657 shares; 2019Q1: 72,877 shares 72,877 $5.71M 0.05% +2,220 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 50,933 shares; 2018Q2: 51,318 shares; 2018Q3: 66,029 shares; 2018Q4: 69,242 shares; 2019Q1: 70,753 shares 70,753 $5.7M 0.05% +1,511 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 31,431 shares; 2018Q2: 28,813 shares; 2018Q3: 73,169 shares; 2018Q4: 66,662 shares; 2019Q1: 78,717 shares 78,717 $5.68M 0.05% +12,055 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 17,609 shares; 2018Q2: 20,612 shares; 2018Q3: 23,679 shares; 2018Q4: 33,723 shares; 2019Q1: 28,705 shares 28,705 $5.67M 0.05% -5,018 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,269 shares; 2018Q2: 55,077 shares; 2018Q3: 68,989 shares; 2018Q4: 65,097 shares; 2019Q1: 112,272 shares 112,272 $5.66M 0.05% +47,175 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 348,821 shares; 2018Q2: 309,594 shares; 2018Q3: 505,572 shares; 2018Q4: 558,260 shares; 2019Q1: 563,878 shares 563,878 $5.63M 0.05% +5,618 LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,079 shares; 2018Q2: 12,771 shares; 2018Q3: 13,325 shares; 2018Q4: 27,463 shares; 2019Q1: 31,331 shares 31,331 $5.62M 0.05% +3,868 FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 302,718 shares; 2018Q2: 303,715 shares; 2018Q3: 394,894 shares; 2018Q4: 339,548 shares; 2019Q1: 184,938 shares 184,938 $5.6M 0.05% -154,610 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 26,853 shares; 2018Q2: 23,175 shares; 2018Q3: 21,299 shares; 2018Q4: 36,393 shares; 2019Q1: 33,666 shares 33,666 $5.57M 0.05% -2,727 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 22,305 shares; 2018Q2: 23,526 shares; 2018Q3: 33,559 shares; 2018Q4: 333,083 shares; 2019Q1: 361,483 shares 361,483 $5.55M 0.05% +28,400 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 68,034 shares; 2018Q2: 67,756 shares; 2018Q3: 72,788 shares; 2018Q4: 80,183 shares; 2019Q1: 80,840 shares 80,840 $5.54M 0.05% +657 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 87,841 shares; 2018Q3: 82,727 shares; 2018Q4: 172,302 shares; 2019Q1: 215,789 shares 215,789 $5.54M 0.05% +43,487 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 43,375 shares; 2018Q2: 44,940 shares; 2018Q3: 49,710 shares; 2018Q4: 51,373 shares; 2019Q1: 55,399 shares 55,399 $5.53M 0.05% +4,026 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,256 shares; 2018Q2: 22,055 shares; 2018Q3: 27,274 shares; 2018Q4: 37,813 shares; 2019Q1: 38,412 shares 38,412 $5.51M 0.05% +599 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 62,113 shares; 2018Q2: 62,245 shares; 2018Q3: 74,549 shares; 2018Q4: 148,328 shares; 2019Q1: 143,244 shares 143,244 $5.45M 0.04% -5,084 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,928 shares; 2018Q2: 20,655 shares; 2018Q3: 25,431 shares; 2018Q4: 27,949 shares; 2019Q1: 29,057 shares 29,057 $5.43M 0.04% +1,108 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,700 shares; 2018Q2: 2,676 shares; 2018Q3: 20,062 shares; 2018Q4: 174,318 shares; 2019Q1: 178,613 shares 178,613 $5.39M 0.04% +4,295 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 7,985 shares; 2018Q2: 25,613 shares; 2018Q3: 29,921 shares; 2018Q4: 13,513 shares; 2019Q1: 25,544 shares 25,544 $5.38M 0.04% +12,031 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 40,053 shares; 2018Q2: 41,111 shares; 2018Q3: 38,186 shares; 2018Q4: 37,973 shares; 2019Q1: 59,368 shares 59,368 $5.38M 0.04% +21,395 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 83,330 shares; 2018Q2: 83,583 shares; 2018Q3: 112,707 shares; 2018Q4: 108,130 shares; 2019Q1: 110,981 shares 110,981 $5.35M 0.04% +2,851 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 168,902 shares; 2019Q1: 159,753 shares 159,753 $5.35M 0.04% -9,149 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 61,046 shares; 2018Q2: 57,812 shares; 2018Q3: 68,787 shares; 2018Q4: 90,986 shares; 2019Q1: 91,538 shares 91,538 $5.34M 0.04% +552 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,866 shares; 2018Q2: 125,293 shares; 2018Q3: 150,302 shares; 2018Q4: 114,896 shares; 2019Q1: 104,047 shares 104,047 $5.34M 0.04% -10,849 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 98,412 shares; 2018Q2: 96,265 shares; 2018Q3: 86,990 shares; 2018Q4: 74,173 shares; 2019Q1: 72,740 shares 72,740 $5.33M 0.04% -1,433 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 82,603 shares; 2018Q2: 659,309 shares; 2018Q3: 43,506 shares; 2018Q4: 135,921 shares; 2019Q1: 172,918 shares 172,918 $5.28M 0.04% +36,997 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,937 shares; 2018Q2: 21,725 shares; 2018Q3: 25,118 shares; 2018Q4: 27,117 shares; 2019Q1: 31,131 shares 31,131 $5.28M 0.04% +4,014 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,399 shares; 2018Q2: 2,611 shares; 2018Q3: 14,253 shares; 2018Q4: 53,552 shares; 2019Q1: 59,992 shares 59,992 $5.23M 0.04% +6,440 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 44,720 shares; 2018Q2: 37,541 shares; 2018Q3: 45,971 shares; 2018Q4: 50,508 shares; 2019Q1: 54,088 shares 54,088 $5.2M 0.04% +3,580 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,093 shares; 2018Q2: 46,418 shares; 2018Q3: 84,030 shares; 2018Q4: 75,827 shares; 2019Q1: 94,805 shares 94,805 $5.16M 0.04% +18,978 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 57,236 shares; 2018Q2: 55,537 shares; 2018Q3: 64,973 shares; 2018Q4: 59,836 shares; 2019Q1: 64,720 shares 64,720 $5.15M 0.04% +4,884 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 75,807 shares; 2018Q2: 72,658 shares; 2018Q3: 79,495 shares; 2018Q4: 77,901 shares; 2019Q1: 77,186 shares 77,186 $5.11M 0.04% -715 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,168 shares; 2018Q2: 13,787 shares; 2018Q3: 16,258 shares; 2018Q4: 19,486 shares; 2019Q1: 26,386 shares 26,386 $5.07M 0.04% +6,900 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,536 shares; 2018Q2: 25,963 shares; 2018Q3: 40,730 shares; 2018Q4: 45,524 shares; 2019Q1: 54,434 shares 54,434 $5.01M 0.04% +8,910 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 21,652 shares; 2018Q2: 23,303 shares; 2018Q3: 50,230 shares; 2018Q4: 89,452 shares; 2019Q1: 106,619 shares 106,619 $4.99M 0.04% +17,167 Timeline CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 24,469 shares; 2018Q3: 47,833 shares; 2018Q4: 91,833 shares; 2019Q1: 114,245 shares 114,245 $4.95M 0.04% +22,412 MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,970 shares; 2018Q2: 50,651 shares; 2018Q3: 66,169 shares; 2018Q4: 95,370 shares; 2019Q1: 82,537 shares 82,537 $4.94M 0.04% -12,833 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 9,011 shares; 2018Q2: 8,671 shares; 2018Q3: 11,176 shares; 2018Q4: 10,755 shares; 2019Q1: 12,728 shares 12,728 $4.94M 0.04% +1,973 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 8,281 shares; 2018Q2: 8,648 shares; 2018Q3: 12,478 shares; 2018Q4: 13,322 shares; 2019Q1: 8,579 shares 8,579 $4.89M 0.04% -4,743 Timeline INVESCO BULLETSHARES 2020 C… INVESCO BULLETSHARES 2020 CORP More: the full row for INVESCO BULLETSHARES 2020 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 18,474 shares; 2018Q3: 52,968 shares; 2018Q4: 171,341 shares; 2019Q1: 226,324 shares 226,324 $4.8M 0.04% +54,983 PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 89,166 shares; 2018Q3: 69,343 shares; 2018Q4: 468,531 shares; 2019Q1: 288,328 shares 288,328 $4.8M 0.04% -180,203 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 16,428 shares; 2018Q2: 15,930 shares; 2018Q3: 16,922 shares; 2018Q4: 21,789 shares; 2019Q1: 34,245 shares 34,245 $4.8M 0.04% +12,456 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,954 shares; 2018Q2: 56,582 shares; 2018Q3: 56,909 shares; 2018Q4: 65,704 shares; 2019Q1: 75,010 shares 75,010 $4.79M 0.04% +9,306 Timeline ABSOLUTE SHS TR ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 112,995 shares; 2018Q2: 118,990 shares; 2018Q3: 251,336 shares; 2018Q4: 217,354 shares; 2019Q1: 243,061 shares 243,061 $4.76M 0.04% +25,707 DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 28,960 shares; 2018Q2: 25,243 shares; 2018Q3: 26,363 shares; 2018Q4: 25,619 shares; 2019Q1: 29,635 shares 29,635 $4.74M 0.04% +4,016 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 26,521 shares; 2018Q2: 20,105 shares; 2018Q3: 18,277 shares; 2018Q4: 14,398 shares; 2019Q1: 30,613 shares 30,613 $4.74M 0.04% +16,215 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 123,811 shares; 2018Q2: 127,879 shares; 2018Q3: 148,390 shares; 2018Q4: 135,833 shares; 2019Q1: 148,852 shares 148,852 $4.72M 0.04% +13,019 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,285 shares; 2018Q2: 17,956 shares; 2018Q3: 28,018 shares; 2018Q4: 19,557 shares; 2019Q1: 27,109 shares 27,109 $4.68M 0.04% +7,552 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,587 shares; 2018Q2: 67,466 shares; 2018Q3: 94,938 shares; 2018Q4: 70,200 shares; 2019Q1: 70,033 shares 70,033 $4.68M 0.04% -167 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 75,954 shares; 2018Q2: 68,566 shares; 2018Q3: 75,126 shares; 2018Q4: 92,847 shares; 2019Q1: 96,929 shares 96,929 $4.67M 0.04% +4,082 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 15,730 shares; 2018Q2: 14,217 shares; 2018Q3: 18,073 shares; 2018Q4: 97,365 shares; 2019Q1: 92,748 shares 92,748 $4.67M 0.04% -4,617 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 12,238 shares; 2018Q2: 12,457 shares; 2018Q3: 17,279 shares; 2018Q4: 22,872 shares; 2019Q1: 24,377 shares 24,377 $4.66M 0.04% +1,505 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,188 shares; 2018Q2: 9,709 shares; 2018Q3: 8,142 shares; 2018Q4: 13,269 shares; 2019Q1: 35,964 shares 35,964 $4.64M 0.04% +22,695 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,634 shares; 2018Q2: 30,222 shares; 2018Q3: 33,509 shares; 2018Q4: 26,506 shares; 2019Q1: 27,806 shares 27,806 $4.64M 0.04% +1,300 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,651 shares; 2018Q2: 874 shares; 2018Q3: 4,019 shares; 2018Q4: 6,127 shares; 2019Q1: 6,401 shares 6,401 $4.63M 0.04% +274 Timeline AMERICAN FINANCE TRUST INC AMERICAN FINANCE TRUST INC More: the full row for AMERICAN FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 278,895 shares; 2018Q4: 397,603 shares; 2019Q1: 427,747 shares 427,747 $4.62M 0.04% +30,144 IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 50,852 shares; 2018Q2: 46,434 shares; 2018Q3: 66,614 shares; 2018Q4: 76,327 shares; 2019Q1: 99,770 shares 99,770 $4.62M 0.04% +23,443 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 70,251 shares; 2018Q2: 70,716 shares; 2018Q3: 93,439 shares; 2018Q4: 100,750 shares; 2019Q1: 112,133 shares 112,133 $4.59M 0.04% +11,383 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 3,324 shares; 2018Q2: 3,454 shares; 2018Q3: 5,629 shares; 2018Q4: 10,742 shares; 2019Q1: 32,485 shares 32,485 $4.59M 0.04% +21,743 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 76,584 shares; 2018Q2: 75,402 shares; 2018Q3: 100,975 shares; 2018Q4: 82,667 shares; 2019Q1: 105,128 shares 105,128 $4.58M 0.04% +22,461 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 61,028 shares; 2018Q2: 70,156 shares; 2018Q3: 81,604 shares; 2018Q4: 81,415 shares; 2019Q1: 82,166 shares 82,166 $4.57M 0.04% +751 CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 66,803 shares; 2018Q2: 58,944 shares; 2018Q3: 75,183 shares; 2018Q4: 85,141 shares; 2019Q1: 48,430 shares 48,430 $4.57M 0.04% -36,711 VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 37,694 shares; 2018Q2: 37,194 shares; 2018Q3: 22,254 shares; 2018Q4: 32,769 shares; 2019Q1: 31,939 shares 31,939 $4.57M 0.04% -830 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 81,558 shares; 2018Q2: 68,019 shares; 2018Q3: 83,732 shares; 2018Q4: 190,619 shares; 2019Q1: 259,913 shares 259,913 $4.55M 0.04% +69,294 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,122 shares; 2018Q2: 42,827 shares; 2018Q3: 106,794 shares; 2018Q4: 108,752 shares; 2019Q1: 133,158 shares 133,158 $4.54M 0.04% +24,406 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,159 shares; 2018Q2: 140,318 shares; 2018Q3: 196,651 shares; 2018Q4: 237,724 shares; 2019Q1: 225,557 shares 225,557 $4.51M 0.04% -12,167 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 111,769 shares; 2018Q3: 128,654 shares; 2018Q4: 138,592 shares; 2019Q1: 126,825 shares 126,825 $4.49M 0.04% -11,767 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 50,439 shares; 2018Q2: 48,885 shares; 2018Q3: 67,118 shares; 2018Q4: 76,929 shares; 2019Q1: 104,917 shares 104,917 $4.49M 0.04% +27,988 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 22,820 shares; 2018Q2: 22,013 shares; 2018Q3: 24,226 shares; 2018Q4: 24,338 shares; 2019Q1: 27,268 shares 27,268 $4.46M 0.04% +2,930 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 127,887 shares; 2018Q2: 120,835 shares; 2018Q3: 135,351 shares; 2018Q4: 139,217 shares; 2019Q1: 134,555 shares 134,555 $4.46M 0.04% -4,662 Timeline OPPENHEIMER ETF TR OPPENHEIMER ETF TR More: the full row for OPPENHEIMER ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,523 shares; 2018Q2: 50,971 shares; 2018Q3: 63,535 shares; 2018Q4: 63,604 shares; 2019Q1: 67,822 shares 67,822 $4.45M 0.04% +4,218 FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 59,141 shares; 2018Q2: 54,413 shares; 2018Q3: 68,761 shares; 2018Q4: 72,532 shares; 2019Q1: 58,859 shares 58,859 $4.41M 0.04% -13,673 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 51,900 shares; 2018Q2: 49,406 shares; 2018Q3: 55,611 shares; 2018Q4: 59,452 shares; 2019Q1: 60,146 shares 60,146 $4.39M 0.04% +694 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 24,513 shares; 2018Q2: 27,075 shares; 2018Q3: 55,654 shares; 2018Q4: 64,904 shares; 2019Q1: 80,682 shares 80,682 $4.34M 0.04% +15,778 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 15,941 shares; 2018Q2: 6,363 shares; 2018Q3: 9,362 shares; 2018Q4: 15,654 shares; 2019Q1: 36,150 shares 36,150 $4.31M 0.04% +20,496 Timeline THE CUSHING MLP INFASTCR TOT THE CUSHING MLP INFASTCR TOT More: the full row for THE CUSHING MLP INFASTCR TOT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 452,076 shares; 2018Q2: 418,310 shares; 2018Q3: 423,215 shares; 2018Q4: 466,447 shares; 2019Q1: 412,528 shares 412,528 $4.31M 0.04% -53,919 EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 79,842 shares; 2018Q2: 122,744 shares; 2018Q3: 175,874 shares; 2018Q4: 175,314 shares; 2019Q1: 173,801 shares 173,801 $4.3M 0.04% -1,513 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 51,139 shares; 2018Q3: 52,175 shares; 2018Q4: 69,662 shares; 2019Q1: 71,969 shares 71,969 $4.29M 0.04% +2,307 Timeline Cyber Security ETF Cyber Security ETF More: the full row for Cyber Security ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 77,465 shares; 2018Q2: 129,468 shares; 2018Q3: 133,152 shares; 2018Q4: 112,818 shares; 2019Q1: 107,087 shares 107,087 $4.29M 0.04% -5,731 DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 18,361 shares; 2018Q2: 19,262 shares; 2018Q3: 25,152 shares; 2018Q4: 30,510 shares; 2019Q1: 32,428 shares 32,428 $4.28M 0.04% +1,918 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 4,281 shares; 2018Q2: 4,281 shares; 2018Q3: 4,251 shares; 2018Q4: 5,356 shares; 2019Q1: 40,558 shares 40,558 $4.28M 0.04% +35,202 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 20,874 shares; 2018Q2: 22,386 shares; 2018Q3: 29,630 shares; 2018Q4: 27,965 shares; 2019Q1: 23,752 shares 23,752 $4.27M 0.04% -4,213 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 103,044 shares; 2018Q2: 96,340 shares; 2018Q3: 112,944 shares; 2018Q4: 225,307 shares; 2019Q1: 230,623 shares 230,623 $4.27M 0.04% +5,316 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 35,453 shares; 2018Q2: 26,926 shares; 2018Q3: 29,126 shares; 2018Q4: 31,634 shares; 2019Q1: 34,737 shares 34,737 $4.26M 0.04% +3,103 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,271 shares; 2018Q2: 32,606 shares; 2018Q3: 17,325 shares; 2018Q4: 21,897 shares; 2019Q1: 102,898 shares 102,898 $4.22M 0.03% +81,001 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 83,403 shares; 2018Q2: 95,732 shares; 2018Q3: 101,687 shares; 2018Q4: 113,612 shares; 2019Q1: 101,876 shares 101,876 $4.21M 0.03% -11,736 Timeline EXCHANGE TRADED CONCEPTS TR EXCHANGE TRADED CONCEPTS TR More: the full row for EXCHANGE TRADED CONCEPTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 152,770 shares; 2018Q2: 147,814 shares; 2018Q3: 181,660 shares; 2018Q4: 224,605 shares; 2019Q1: 238,151 shares 238,151 $4.2M 0.03% +13,546 NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 199,477 shares; 2018Q2: 205,179 shares; 2018Q3: 229,567 shares; 2018Q4: 245,836 shares; 2019Q1: 277,128 shares 277,128 $4.19M 0.03% +31,292 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 93,494 shares; 2018Q2: 76,765 shares; 2018Q3: 129,457 shares; 2018Q4: 120,509 shares; 2019Q1: 231,464 shares 231,464 $4.18M 0.03% +110,955 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 22,634 shares; 2018Q2: 29,898 shares; 2018Q3: 46,097 shares; 2018Q4: 60,366 shares; 2019Q1: 62,375 shares 62,375 $4.18M 0.03% +2,009 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,172 shares; 2018Q2: 56,790 shares; 2018Q3: 70,536 shares; 2018Q4: 68,541 shares; 2019Q1: 67,629 shares 67,629 $4.17M 0.03% -912 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,304 shares; 2018Q2: 26,358 shares; 2018Q3: 25,862 shares; 2018Q4: 54,443 shares; 2019Q1: 79,375 shares 79,375 $4.17M 0.03% +24,932 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 11,419 shares; 2018Q2: 14,146 shares; 2018Q3: 35,270 shares; 2018Q4: 51,356 shares; 2019Q1: 57,951 shares 57,951 $4.17M 0.03% +6,595 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 25,812 shares; 2018Q2: 25,446 shares; 2018Q3: 31,492 shares; 2018Q4: 37,848 shares; 2019Q1: 39,544 shares 39,544 $4.16M 0.03% +1,696 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 20,153 shares; 2018Q2: 23,593 shares; 2018Q3: 44,779 shares; 2018Q4: 48,928 shares; 2019Q1: 71,816 shares 71,816 $4.14M 0.03% +22,888 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,448 shares; 2018Q2: 10,075 shares; 2018Q3: 13,710 shares; 2018Q4: 10,549 shares; 2019Q1: 11,840 shares 11,840 $4.13M 0.03% +1,291 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,092 shares; 2018Q2: 14,522 shares; 2018Q3: 20,419 shares; 2018Q4: 21,233 shares; 2019Q1: 24,852 shares 24,852 $4.1M 0.03% +3,619 Timeline INGERSOLL-RAND PLC INGERSOLL-RAND PLC More: the full row for INGERSOLL-RAND PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 17,111 shares; 2018Q2: 17,177 shares; 2018Q3: 20,141 shares; 2018Q4: 41,025 shares; 2019Q1: 37,859 shares 37,859 $4.09M 0.03% -3,166 WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,460 shares; 2018Q2: 2,925 shares; 2018Q3: 14,655 shares; 2018Q4: 17,533 shares; 2019Q1: 21,100 shares 21,100 $4.07M 0.03% +3,567 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 19,184 shares; 2018Q2: 39,989 shares; 2018Q3: 41,964 shares; 2018Q4: 27,364 shares; 2019Q1: 22,262 shares 22,262 $4.07M 0.03% -5,102 Timeline HEALTHCARE HEALTHCARE More: the full row for HEALTHCARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,048 shares; 2018Q2: 121,268 shares; 2018Q3: 141,456 shares; 2018Q4: 143,038 shares; 2019Q1: 142,113 shares 142,113 $4.06M 0.03% -925 AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 50,831 shares; 2018Q2: 46,728 shares; 2018Q3: 73,855 shares; 2018Q4: 78,918 shares; 2019Q1: 81,036 shares 81,036 $4.05M 0.03% +2,118 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 16,271 shares; 2018Q2: 16,285 shares; 2018Q3: 22,055 shares; 2018Q4: 28,364 shares; 2019Q1: 32,416 shares 32,416 $4.03M 0.03% +4,052 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 16,645 shares; 2018Q2: 17,108 shares; 2018Q3: 25,563 shares; 2018Q4: 46,580 shares; 2019Q1: 56,209 shares 56,209 $4.03M 0.03% +9,629 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 91,461 shares; 2018Q2: 88,009 shares; 2018Q3: 98,609 shares; 2018Q4: 76,953 shares; 2019Q1: 77,961 shares 77,961 $4.03M 0.03% +1,008 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 59,896 shares; 2018Q2: 63,626 shares; 2018Q3: 110,957 shares; 2018Q4: 194,723 shares; 2019Q1: 203,848 shares 203,848 $4.01M 0.03% +9,125 Timeline GYLD ARROW ETF TR More: the full row for ARROW ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 155,614 shares; 2018Q2: 153,146 shares; 2018Q3: 196,006 shares; 2018Q4: 227,121 shares; 2019Q1: 238,828 shares 238,828 $4M 0.03% +11,707 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 112,935 shares; 2018Q2: 115,289 shares; 2018Q3: 124,012 shares; 2018Q4: 104,051 shares; 2019Q1: 104,232 shares 104,232 $3.96M 0.03% +181 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 5,426 shares; 2018Q2: 5,662 shares; 2018Q3: 23,399 shares; 2018Q4: 19,147 shares; 2019Q1: 31,220 shares 31,220 $3.96M 0.03% +12,073 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 16,806 shares; 2018Q2: 13,927 shares; 2018Q3: 13,587 shares; 2018Q4: 12,371 shares; 2019Q1: 14,145 shares 14,145 $3.96M 0.03% +1,774 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,439 shares; 2018Q2: 31,846 shares; 2018Q3: 54,425 shares; 2018Q4: 57,494 shares; 2019Q1: 52,827 shares 52,827 $3.96M 0.03% -4,667 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,971 shares; 2018Q2: 30,383 shares; 2018Q3: 47,659 shares; 2018Q4: 50,175 shares; 2019Q1: 44,164 shares 44,164 $3.95M 0.03% -6,011 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 24,834 shares; 2018Q2: 25,095 shares; 2018Q3: 30,258 shares; 2018Q4: 24,547 shares; 2019Q1: 27,465 shares 27,465 $3.95M 0.03% +2,918 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 11,056 shares; 2018Q2: 9,255 shares; 2018Q3: 30,145 shares; 2018Q4: 24,842 shares; 2019Q1: 20,102 shares 20,102 $3.9M 0.03% -4,740 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,925 shares; 2018Q2: 32,815 shares; 2018Q3: 48,763 shares; 2018Q4: 52,294 shares; 2019Q1: 53,285 shares 53,285 $3.9M 0.03% +991 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 19,268 shares; 2018Q2: 20,655 shares; 2018Q3: 32,423 shares; 2018Q4: 87,024 shares; 2019Q1: 93,242 shares 93,242 $3.88M 0.03% +6,218 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 270,483 shares; 2018Q2: 283,969 shares; 2018Q3: 319,249 shares; 2018Q4: 255,280 shares; 2019Q1: 278,940 shares 278,940 $3.88M 0.03% +23,660 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 121,823 shares; 2018Q2: 136,301 shares; 2018Q3: 145,224 shares; 2018Q4: 125,082 shares; 2019Q1: 111,134 shares 111,134 $3.87M 0.03% -13,948 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,871 shares; 2018Q2: 2,094 shares; 2018Q3: 29,236 shares; 2018Q4: 40,643 shares; 2019Q1: 61,580 shares 61,580 $3.86M 0.03% +20,937 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 105,017 shares; 2018Q2: 108,967 shares; 2018Q3: 124,858 shares; 2018Q4: 126,679 shares; 2019Q1: 139,641 shares 139,641 $3.85M 0.03% +12,962 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 11,807 shares; 2018Q2: 9,433 shares; 2018Q3: 13,506 shares; 2018Q4: 23,000 shares; 2019Q1: 21,782 shares 21,782 $3.82M 0.03% -1,218 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,939 shares; 2018Q2: 56,276 shares; 2018Q3: 140,469 shares; 2018Q4: 19,036 shares; 2019Q1: 86,005 shares 86,005 $3.82M 0.03% +66,969 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 26,731 shares; 2018Q2: 27,108 shares; 2018Q3: 31,165 shares; 2018Q4: 32,873 shares; 2019Q1: 33,184 shares 33,184 $3.81M 0.03% +311 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 41,149 shares; 2018Q2: 39,569 shares; 2018Q3: 52,490 shares; 2018Q4: 55,319 shares; 2019Q1: 55,028 shares 55,028 $3.79M 0.03% -291 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,069 shares; 2018Q2: 13,937 shares; 2018Q3: 17,271 shares; 2018Q4: 20,668 shares; 2019Q1: 54,070 shares 54,070 $3.77M 0.03% +33,402 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 16,972 shares; 2018Q3: 18,220 shares; 2018Q4: 19,534 shares; 2019Q1: 18,980 shares 18,980 $3.75M 0.03% -554 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,694 shares; 2018Q2: 76,652 shares; 2018Q3: 84,700 shares; 2018Q4: 77,100 shares; 2019Q1: 81,647 shares 81,647 $3.74M 0.03% +4,547 Timeline PIMCO DYNAMIC CR INCOME FD PIMCO DYNAMIC CR INCOME FD More: the full row for PIMCO DYNAMIC CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 156,229 shares; 2018Q2: 158,251 shares; 2018Q3: 163,942 shares; 2018Q4: 160,324 shares; 2019Q1: 159,766 shares 159,766 $3.74M 0.03% -558 OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 58,041 shares; 2018Q2: 55,356 shares; 2018Q3: 88,822 shares; 2018Q4: 72,944 shares; 2019Q1: 97,970 shares 97,970 $3.74M 0.03% +25,026 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 25,275 shares; 2018Q2: 24,652 shares; 2018Q3: 29,263 shares; 2018Q4: 35,181 shares; 2019Q1: 39,473 shares 39,473 $3.73M 0.03% +4,292 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 53,566 shares; 2018Q2: 45,438 shares; 2018Q3: 58,385 shares; 2018Q4: 61,025 shares; 2019Q1: 89,098 shares 89,098 $3.72M 0.03% +28,073 Timeline BLACKROCK CAP INVT CORP BLACKROCK CAP INVT CORP More: the full row for BLACKROCK CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 852,769 shares; 2018Q2: 894,842 shares; 2018Q3: 894,239 shares; 2018Q4: 717,321 shares; 2019Q1: 619,986 shares 619,986 $3.71M 0.03% -97,335 INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 20,465 shares; 2018Q3: 56,821 shares; 2018Q4: 91,688 shares; 2019Q1: 175,915 shares 175,915 $3.7M 0.03% +84,227 RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 7,936 shares; 2018Q2: 9,430 shares; 2018Q3: 27,336 shares; 2018Q4: 28,531 shares; 2019Q1: 28,467 shares 28,467 $3.69M 0.03% -64 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 27,057 shares; 2018Q3: 38,732 shares; 2018Q4: 11,613 shares; 2019Q1: 31,785 shares 31,785 $3.67M 0.03% +20,172 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 44,096 shares; 2018Q2: 42,878 shares; 2018Q3: 59,498 shares; 2018Q4: 62,216 shares; 2019Q1: 78,824 shares 78,824 $3.67M 0.03% +16,608 DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 40,138 shares; 2018Q2: 37,029 shares; 2018Q3: 53,831 shares; 2018Q4: 115,019 shares; 2019Q1: 116,907 shares 116,907 $3.65M 0.03% +1,888 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 51,477 shares; 2018Q2: 50,485 shares; 2018Q3: 50,086 shares; 2018Q4: 56,076 shares; 2019Q1: 70,029 shares 70,029 $3.64M 0.03% +13,953 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 62,733 shares; 2018Q2: 55,665 shares; 2018Q3: 61,138 shares; 2018Q4: 73,120 shares; 2019Q1: 72,191 shares 72,191 $3.62M 0.03% -929 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,171 shares; 2018Q2: 104,019 shares; 2018Q3: 58,518 shares; 2018Q4: 59,998 shares; 2019Q1: 64,828 shares 64,828 $3.61M 0.03% +4,830 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,989 shares; 2018Q2: 23,359 shares; 2018Q3: 21,778 shares; 2018Q4: 22,467 shares; 2019Q1: 36,077 shares 36,077 $3.6M 0.03% +13,610 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 4,750 shares; 2018Q2: 5,400 shares; 2018Q3: 7,281 shares; 2018Q4: 9,548 shares; 2019Q1: 95,058 shares 95,058 $3.6M 0.03% +85,510 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 130,275 shares; 2018Q2: 145,948 shares; 2018Q3: 183,391 shares; 2018Q4: 174,138 shares; 2019Q1: 179,150 shares 179,150 $3.57M 0.03% +5,012 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 12,523 shares; 2018Q3: 18,165 shares; 2018Q4: 59,303 shares; 2019Q1: 168,223 shares 168,223 $3.55M 0.03% +108,920 VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,740 shares; 2018Q2: 8,137 shares; 2018Q3: 10,711 shares; 2018Q4: 57,026 shares; 2019Q1: 71,474 shares 71,474 $3.55M 0.03% +14,448 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 556,377 shares; 2018Q2: 612,964 shares; 2018Q3: 597,802 shares; 2018Q4: 674,291 shares; 2019Q1: 692,589 shares 692,589 $3.54M 0.03% +18,298 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 83,303 shares; 2018Q2: 75,777 shares; 2018Q3: 86,453 shares; 2018Q4: 126,393 shares; 2019Q1: 113,999 shares 113,999 $3.54M 0.03% -12,394 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 38,411 shares; 2018Q2: 36,775 shares; 2018Q3: 64,618 shares; 2018Q4: 66,524 shares; 2019Q1: 78,910 shares 78,910 $3.53M 0.03% +12,386 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,267 shares; 2018Q2: 26,370 shares; 2018Q3: 28,289 shares; 2018Q4: 29,142 shares; 2019Q1: 29,952 shares 29,952 $3.51M 0.03% +810 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 87,395 shares; 2018Q2: 85,256 shares; 2018Q3: 98,699 shares; 2018Q4: 66,689 shares; 2019Q1: 114,068 shares 114,068 $3.5M 0.03% +47,379 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 123,558 shares; 2018Q2: 119,471 shares; 2018Q3: 177,976 shares; 2018Q4: 219,800 shares; 2019Q1: 180,309 shares 180,309 $3.5M 0.03% -39,491 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,103 shares; 2018Q2: 2,103 shares; 2018Q3: 2,618 shares; 2018Q4: 45,097 shares; 2019Q1: 69,387 shares 69,387 $3.49M 0.03% +24,290 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 118,437 shares; 2018Q2: 79,243 shares; 2018Q3: 82,035 shares; 2018Q4: 78,380 shares; 2019Q1: 80,182 shares 80,182 $3.44M 0.03% +1,802 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 145,529 shares; 2018Q3: 166,852 shares; 2018Q4: 148,537 shares; 2019Q1: 112,099 shares 112,099 $3.44M 0.03% -36,438 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 47,394 shares; 2018Q2: 35,832 shares; 2018Q3: 48,821 shares; 2018Q4: 49,508 shares; 2019Q1: 56,645 shares 56,645 $3.44M 0.03% +7,137 WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 132,441 shares; 2018Q2: 125,805 shares; 2018Q3: 98,792 shares; 2018Q4: 84,401 shares; 2019Q1: 123,072 shares 123,072 $3.42M 0.03% +38,671 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 79,711 shares; 2018Q2: 18,237 shares; 2018Q3: 23,079 shares; 2018Q4: 79,628 shares; 2019Q1: 69,841 shares 69,841 $3.42M 0.03% -9,787 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 9,928 shares; 2018Q2: 17,347 shares; 2018Q3: 24,518 shares; 2018Q4: 26,990 shares; 2019Q1: 43,706 shares 43,706 $3.41M 0.03% +16,716 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 45,551 shares; 2018Q2: 24,491 shares; 2018Q3: 40,013 shares; 2018Q4: 36,965 shares; 2019Q1: 50,109 shares 50,109 $3.41M 0.03% +13,144 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,135 shares; 2018Q2: 22,398 shares; 2018Q3: 22,907 shares; 2018Q4: 77,101 shares; 2019Q1: 80,661 shares 80,661 $3.41M 0.03% +3,560 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 8,567 shares; 2018Q2: 9,219 shares; 2018Q3: 11,932 shares; 2018Q4: 13,072 shares; 2019Q1: 40,960 shares 40,960 $3.4M 0.03% +27,888 Timeline iShares Gold Trust iShares Gold Trust More: the full row for iShares Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 206,738 shares; 2018Q2: 251,976 shares; 2018Q3: 284,943 shares; 2018Q4: 259,836 shares; 2019Q1: 274,826 shares 274,826 $3.4M 0.03% +14,990 TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 15,218 shares; 2018Q2: 12,595 shares; 2018Q3: 15,908 shares; 2018Q4: 60,109 shares; 2019Q1: 68,575 shares 68,575 $3.38M 0.03% +8,466 Timeline