IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 1,713,300 shares 1,713,300 $505M 3.88% -38,776 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; 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; 2019Q2: 1,233,392 shares 1,233,392 $332M 2.55% +27,399 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 4,000,634 shares 4,000,634 $247M 1.9% +147,035 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; 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; 2019Q2: 5,846,276 shares 5,846,276 $244M 1.87% -241,360 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; 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; 2019Q2: 1,492,321 shares 1,492,321 $224M 1.72% +136,616 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 1,019,608 shares 1,019,608 $202M 1.55% +4,794 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 2,908,720 shares 2,908,720 $179M 1.37% +293,733 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; 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; 2019Q2: 4,541,162 shares 4,541,162 $176M 1.35% +1,331,705 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 439,246 shares; 2018Q2: 414,025 shares; 2018Q3: 466,201 shares; 2018Q4: 517,211 shares; 2019Q1: 580,548 shares; 2019Q2: 593,858 shares 593,858 $174M 1.33% +13,310 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 528,745 shares; 2018Q3: 753,218 shares; 2018Q4: 790,242 shares; 2019Q1: 848,442 shares; 2019Q2: 910,153 shares 910,153 $170M 1.3% +61,711 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 920,263 shares 920,263 $165M 1.27% -1,717 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; 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; 2019Q2: 2,753,963 shares 2,753,963 $158M 1.21% +71,306 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 2,146,928 shares 2,146,928 $143M 1.1% +297,337 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; 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; 2019Q2: 1,768,918 shares 1,768,918 $143M 1.09% -3,908 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 473,945 shares; 2018Q2: 484,602 shares; 2018Q3: 669,347 shares; 2018Q4: 752,239 shares; 2019Q1: 716,253 shares; 2019Q2: 708,131 shares 708,131 $138M 1.06% -8,122 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; 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; 2019Q2: 1,225,997 shares 1,225,997 $136M 1.04% -27,317 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,662 shares; 2018Q2: 47,890 shares; 2018Q3: 55,272 shares; 2018Q4: 63,661 shares; 2019Q1: 67,613 shares; 2019Q2: 67,606 shares 67,606 $128M 0.98% -7 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 1,059,726 shares 1,059,726 $118M 0.91% +20,824 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 166,850 shares; 2018Q2: 153,268 shares; 2018Q3: 98,038 shares; 2018Q4: 314,463 shares; 2019Q1: 572,983 shares; 2019Q2: 1,045,092 shares 1,045,092 $115M 0.88% +472,109 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 4,364,147 shares 4,364,147 $113M 0.86% +2,284,636 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 711,460 shares; 2018Q2: 587,171 shares; 2018Q3: 583,264 shares; 2018Q4: 616,472 shares; 2019Q1: 457,305 shares; 2019Q2: 922,057 shares 922,057 $109M 0.84% +464,752 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 926,800 shares 926,800 $108M 0.83% +18,136 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 478,410 shares; 2018Q2: 472,363 shares; 2018Q3: 614,906 shares; 2018Q4: 695,937 shares; 2019Q1: 711,444 shares; 2019Q2: 756,533 shares 756,533 $101M 0.78% +45,089 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 165,025 shares; 2018Q2: 179,447 shares; 2018Q3: 223,630 shares; 2018Q4: 654,119 shares; 2019Q1: 644,188 shares; 2019Q2: 616,877 shares 616,877 $101M 0.77% -27,311 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; 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; 2019Q2: 1,196,568 shares 1,196,568 $99.5M 0.76% +110,975 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 1,225,139 shares 1,225,139 $96M 0.74% -105,630 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; 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; 2019Q2: 2,202,823 shares 2,202,823 $93.7M 0.72% -105,377 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 1,738,074 shares 1,738,074 $89.5M 0.69% +579,765 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 219,299 shares; 2018Q2: 216,104 shares; 2018Q3: 253,327 shares; 2018Q4: 340,311 shares; 2019Q1: 372,829 shares; 2019Q2: 389,016 shares 389,016 $82.9M 0.64% +16,187 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; 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; 2019Q2: 1,561,105 shares 1,561,105 $82.4M 0.63% +324,589 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 495,595 shares; 2018Q2: 448,052 shares; 2018Q3: 683,933 shares; 2018Q4: 965,734 shares; 2019Q1: 957,237 shares; 2019Q2: 945,210 shares 945,210 $81.8M 0.63% -12,027 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; 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; 2019Q2: 1,517,269 shares 1,517,269 $76.4M 0.59% -163,931 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 360,529 shares; 2018Q2: 356,378 shares; 2018Q3: 502,975 shares; 2018Q4: 663,623 shares; 2019Q1: 652,983 shares; 2019Q2: 629,452 shares 629,452 $74.7M 0.57% -23,531 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 304,067 shares; 2018Q2: 291,141 shares; 2018Q3: 585,537 shares; 2018Q4: 634,934 shares; 2019Q1: 589,817 shares; 2019Q2: 580,531 shares 580,531 $72.3M 0.55% -9,286 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; 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; 2019Q2: 2,010,021 shares 2,010,021 $67.4M 0.52% +90,729 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 1,158,872 shares 1,158,872 $66M 0.51% +63,371 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 287,803 shares; 2018Q2: 276,559 shares; 2018Q3: 474,626 shares; 2018Q4: 653,841 shares; 2019Q1: 622,605 shares; 2019Q2: 622,399 shares 622,399 $60.5M 0.46% -206 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 307,539 shares; 2018Q2: 305,775 shares; 2018Q3: 382,462 shares; 2018Q4: 441,709 shares; 2019Q1: 476,285 shares; 2019Q2: 505,138 shares 505,138 $58.2M 0.45% +28,853 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 682,454 shares; 2018Q2: 621,743 shares; 2018Q3: 716,334 shares; 2018Q4: 718,683 shares; 2019Q1: 751,403 shares; 2019Q2: 756,713 shares 756,713 $58M 0.44% +5,310 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 324,972 shares; 2018Q2: 310,123 shares; 2018Q3: 360,046 shares; 2018Q4: 411,445 shares; 2019Q1: 409,734 shares; 2019Q2: 414,160 shares 414,160 $57.7M 0.44% +4,426 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; 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; 2019Q2: 1,091,747 shares 1,091,747 $57.7M 0.44% +32,670 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 810,088 shares 810,088 $53.3M 0.41% +6,402 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; 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; 2019Q2: 1,565,442 shares 1,565,442 $52.8M 0.41% +130,963 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 359,502 shares; 2018Q2: 367,781 shares; 2018Q3: 485,906 shares; 2018Q4: 575,943 shares; 2019Q1: 741,070 shares; 2019Q2: 722,749 shares 722,749 $52.5M 0.4% -18,321 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 220,261 shares; 2018Q2: 214,737 shares; 2018Q3: 261,190 shares; 2018Q4: 275,869 shares; 2019Q1: 269,579 shares; 2019Q2: 263,780 shares 263,780 $50.9M 0.39% -5,799 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 280,423 shares; 2018Q3: 312,315 shares; 2018Q4: 711,023 shares; 2019Q1: 788,231 shares; 2019Q2: 923,476 shares 923,476 $50.8M 0.39% +135,245 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 202,274 shares; 2018Q2: 199,199 shares; 2018Q3: 223,542 shares; 2018Q4: 247,421 shares; 2019Q1: 268,916 shares; 2019Q2: 276,799 shares 276,799 $48.1M 0.37% +7,883 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 175,962 shares; 2018Q2: 172,051 shares; 2018Q3: 194,462 shares; 2018Q4: 254,129 shares; 2019Q1: 303,525 shares; 2019Q2: 337,346 shares 337,346 $47.1M 0.36% +33,821 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 152,529 shares; 2018Q2: 145,221 shares; 2018Q3: 176,753 shares; 2018Q4: 310,301 shares; 2019Q1: 304,509 shares; 2019Q2: 298,377 shares 298,377 $46.9M 0.36% -6,132 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 103,347 shares; 2018Q2: 99,242 shares; 2018Q3: 110,296 shares; 2018Q4: 122,885 shares; 2019Q1: 124,252 shares; 2019Q2: 127,546 shares 127,546 $46.5M 0.36% +3,294 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 425,588 shares; 2018Q2: 393,838 shares; 2018Q3: 449,918 shares; 2018Q4: 434,193 shares; 2019Q1: 410,967 shares; 2019Q2: 421,268 shares 421,268 $46.2M 0.35% +10,301 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,917 shares; 2018Q2: 117,787 shares; 2018Q3: 282,938 shares; 2018Q4: 394,419 shares; 2019Q1: 381,773 shares; 2019Q2: 393,758 shares 393,758 $45.6M 0.35% +11,985 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 524 shares; 2018Q2: 524 shares; 2018Q3: 737 shares; 2018Q4: 681 shares; 2019Q1: 3,580 shares; 2019Q2: 727,260 shares 727,260 $44.9M 0.34% +723,680 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 630,870 shares; 2018Q2: 611,999 shares; 2018Q3: 708,065 shares; 2018Q4: 710,203 shares; 2019Q1: 733,410 shares; 2019Q2: 782,552 shares 782,552 $44.7M 0.34% +49,142 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 260,452 shares; 2018Q2: 262,434 shares; 2018Q3: 311,320 shares; 2018Q4: 348,727 shares; 2019Q1: 377,967 shares; 2019Q2: 385,811 shares 385,811 $43.2M 0.33% +7,844 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,520 shares; 2018Q2: 37,241 shares; 2018Q3: 262,927 shares; 2018Q4: 298,406 shares; 2019Q1: 460,238 shares; 2019Q2: 1,128,470 shares 1,128,470 $43.1M 0.33% +668,232 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; 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; 2019Q2: 1,401,442 shares 1,401,442 $42.6M 0.33% +409,563 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,528 shares; 2018Q2: 16,735 shares; 2018Q3: 190,251 shares; 2018Q4: 273,729 shares; 2019Q1: 321,828 shares; 2019Q2: 235,635 shares 235,635 $42.3M 0.32% -86,193 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 173,106 shares; 2018Q2: 153,878 shares; 2018Q3: 201,582 shares; 2018Q4: 237,682 shares; 2019Q1: 267,447 shares; 2019Q2: 265,104 shares 265,104 $41.7M 0.32% -2,343 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 259,233 shares; 2018Q2: 247,341 shares; 2018Q3: 280,063 shares; 2018Q4: 279,067 shares; 2019Q1: 315,243 shares; 2019Q2: 328,435 shares 328,435 $40.9M 0.31% +13,192 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 162,574 shares; 2018Q2: 137,166 shares; 2018Q3: 99,062 shares; 2018Q4: 88,707 shares; 2019Q1: 131,935 shares; 2019Q2: 146,970 shares 146,970 $39.1M 0.3% +15,035 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,141 shares; 2018Q2: 27,258 shares; 2018Q3: 30,532 shares; 2018Q4: 32,406 shares; 2019Q1: 34,855 shares; 2019Q2: 36,020 shares 36,020 $39M 0.3% +1,165 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 566,576 shares; 2018Q2: 548,578 shares; 2018Q3: 670,945 shares; 2018Q4: 678,937 shares; 2019Q1: 704,735 shares; 2019Q2: 706,136 shares 706,136 $38.7M 0.3% +1,401 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 310,708 shares; 2018Q2: 303,669 shares; 2018Q3: 355,658 shares; 2018Q4: 404,274 shares; 2019Q1: 415,402 shares; 2019Q2: 426,119 shares 426,119 $37.2M 0.29% +10,717 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 223,342 shares; 2018Q2: 228,253 shares; 2018Q3: 312,459 shares; 2018Q4: 333,818 shares; 2019Q1: 270,866 shares; 2019Q2: 238,530 shares 238,530 $37.1M 0.28% -32,336 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 150,676 shares; 2018Q2: 168,343 shares; 2018Q3: 194,947 shares; 2018Q4: 227,993 shares; 2019Q1: 212,525 shares; 2019Q2: 215,119 shares 215,119 $36M 0.28% +2,594 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 67,171 shares; 2018Q2: 60,247 shares; 2018Q3: 106,281 shares; 2018Q4: 125,037 shares; 2019Q1: 168,040 shares; 2019Q2: 332,812 shares 332,812 $35.8M 0.27% +164,772 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 332,835 shares; 2018Q2: 498,318 shares; 2018Q3: 566,320 shares; 2018Q4: 649,888 shares; 2019Q1: 689,135 shares; 2019Q2: 686,607 shares 686,607 $35M 0.27% -2,528 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,088 shares; 2018Q2: 112,704 shares; 2018Q3: 139,315 shares; 2018Q4: 152,010 shares; 2019Q1: 163,734 shares; 2019Q2: 166,526 shares 166,526 $34.7M 0.27% +2,792 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 121,908 shares; 2018Q2: 129,986 shares; 2018Q3: 173,624 shares; 2018Q4: 223,491 shares; 2019Q1: 250,728 shares; 2019Q2: 338,930 shares 338,930 $34.2M 0.26% +88,202 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 296,843 shares; 2018Q2: 308,975 shares; 2018Q3: 365,913 shares; 2018Q4: 394,653 shares; 2019Q1: 665,850 shares; 2019Q2: 882,324 shares 882,324 $33.7M 0.26% +216,474 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 205,107 shares; 2018Q2: 205,221 shares; 2018Q3: 235,475 shares; 2018Q4: 643,737 shares; 2019Q1: 637,563 shares; 2019Q2: 620,809 shares 620,809 $31.7M 0.24% -16,754 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; 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; 2019Q2: 1,034,372 shares 1,034,372 $30.6M 0.23% -36,522 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 20,059 shares; 2018Q2: 19,181 shares; 2018Q3: 23,705 shares; 2018Q4: 24,450 shares; 2019Q1: 27,071 shares; 2019Q2: 28,255 shares 28,255 $30.5M 0.23% +1,184 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 439,754 shares; 2018Q2: 417,468 shares; 2018Q3: 503,060 shares; 2018Q4: 548,341 shares; 2019Q1: 611,524 shares; 2019Q2: 639,730 shares 639,730 $30.3M 0.23% +28,206 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 99,747 shares; 2018Q2: 135,280 shares; 2018Q3: 204,016 shares; 2018Q4: 620,255 shares; 2019Q1: 469,619 shares; 2019Q2: 351,930 shares 351,930 $29.8M 0.23% -117,689 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 172,881 shares; 2018Q2: 134,073 shares; 2018Q3: 312,089 shares; 2018Q4: 441,045 shares; 2019Q1: 451,299 shares; 2019Q2: 261,498 shares 261,498 $29.8M 0.23% -189,801 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 81,854 shares; 2018Q2: 126,973 shares; 2018Q3: 159,209 shares; 2018Q4: 321,382 shares; 2019Q1: 248,671 shares; 2019Q2: 286,410 shares 286,410 $29.1M 0.22% +37,739 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 68,123 shares; 2018Q2: 66,662 shares; 2018Q3: 89,174 shares; 2018Q4: 101,131 shares; 2019Q1: 112,969 shares; 2019Q2: 118,884 shares 118,884 $29M 0.22% +5,915 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 212,909 shares; 2018Q2: 162,597 shares; 2018Q3: 208,825 shares; 2018Q4: 248,206 shares; 2019Q1: 290,857 shares; 2019Q2: 330,207 shares 330,207 $28.9M 0.22% +39,350 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 74,108 shares; 2018Q2: 75,855 shares; 2018Q3: 104,127 shares; 2018Q4: 105,099 shares; 2019Q1: 109,578 shares; 2019Q2: 108,716 shares 108,716 $28.8M 0.22% -862 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 224,221 shares; 2018Q2: 233,168 shares; 2018Q3: 313,027 shares; 2018Q4: 324,022 shares; 2019Q1: 260,944 shares; 2019Q2: 310,629 shares 310,629 $28.4M 0.22% +49,685 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 437,985 shares; 2018Q2: 449,668 shares; 2018Q3: 544,888 shares; 2018Q4: 521,124 shares; 2019Q1: 547,843 shares; 2019Q2: 589,319 shares 589,319 $28.2M 0.22% +41,476 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 9,481 shares; 2018Q2: 475 shares; 2018Q3: 4,468 shares; 2018Q4: 4,040 shares; 2019Q1: 96,299 shares; 2019Q2: 218,686 shares 218,686 $28.1M 0.22% +122,387 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 480,370 shares; 2018Q2: 466,056 shares; 2018Q3: 597,861 shares; 2018Q4: 636,439 shares; 2019Q1: 631,624 shares; 2019Q2: 643,986 shares 643,986 $27.9M 0.21% +12,362 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 218,088 shares; 2018Q2: 201,855 shares; 2018Q3: 252,149 shares; 2018Q4: 263,180 shares; 2019Q1: 295,992 shares; 2019Q2: 325,733 shares 325,733 $27.3M 0.21% +29,741 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 158,847 shares; 2018Q2: 157,745 shares; 2018Q3: 172,639 shares; 2018Q4: 195,907 shares; 2019Q1: 196,659 shares; 2019Q2: 207,926 shares 207,926 $27.3M 0.21% +11,267 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 396,329 shares; 2018Q2: 395,538 shares; 2018Q3: 413,424 shares; 2018Q4: 348,879 shares; 2019Q1: 423,206 shares; 2019Q2: 435,585 shares 435,585 $26.7M 0.2% +12,379 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,581 shares; 2018Q2: 9,431 shares; 2018Q3: 311,577 shares; 2018Q4: 442,435 shares; 2019Q1: 632,855 shares; 2019Q2: 523,205 shares 523,205 $26.3M 0.2% -109,650 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 169,018 shares; 2018Q2: 162,310 shares; 2018Q3: 184,255 shares; 2018Q4: 214,791 shares; 2019Q1: 220,972 shares; 2019Q2: 258,046 shares 258,046 $25.7M 0.2% +37,074 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 285,473 shares; 2018Q2: 202,881 shares; 2018Q3: 222,492 shares; 2018Q4: 205,903 shares; 2019Q1: 302,324 shares; 2019Q2: 326,542 shares 326,542 $25.5M 0.2% +24,218 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 92,374 shares; 2018Q3: 178,595 shares; 2018Q4: 196,612 shares; 2019Q1: 247,654 shares; 2019Q2: 236,187 shares 236,187 $25.5M 0.2% -11,467 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 341,896 shares; 2018Q2: 415,284 shares; 2018Q3: 603,647 shares; 2018Q4: 524,297 shares; 2019Q1: 749,885 shares; 2019Q2: 590,313 shares 590,313 $25.3M 0.19% -159,572 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 851,972 shares; 2018Q2: 712,316 shares; 2018Q3: 778,024 shares; 2018Q4: 800,451 shares; 2019Q1: 941,201 shares; 2019Q2: 914,072 shares 914,072 $25.2M 0.19% -27,129 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 87,277 shares; 2018Q3: 194,279 shares; 2018Q4: 482,727 shares; 2019Q1: 561,900 shares; 2019Q2: 494,810 shares 494,810 $24.9M 0.19% -67,090 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 132,831 shares; 2018Q2: 135,827 shares; 2018Q3: 128,959 shares; 2018Q4: 114,823 shares; 2019Q1: 116,795 shares; 2019Q2: 115,073 shares 115,073 $24.7M 0.19% -1,722 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 143,279 shares; 2018Q2: 134,228 shares; 2018Q3: 157,910 shares; 2018Q4: 183,137 shares; 2019Q1: 185,450 shares; 2019Q2: 192,925 shares 192,925 $24.6M 0.19% +7,475 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,475 shares; 2018Q2: 51,718 shares; 2018Q3: 60,421 shares; 2018Q4: 72,323 shares; 2019Q1: 72,007 shares; 2019Q2: 66,796 shares 66,796 $24.5M 0.19% -5,211 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 557,246 shares; 2018Q2: 519,437 shares; 2018Q3: 781,650 shares; 2018Q4: 326,209 shares; 2019Q1: 529,906 shares; 2019Q2: 278,426 shares 278,426 $24.3M 0.19% -251,480 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 664,131 shares; 2018Q2: 659,830 shares; 2018Q3: 760,202 shares; 2018Q4: 776,794 shares; 2019Q1: 881,320 shares; 2019Q2: 822,919 shares 822,919 $23.9M 0.18% -58,401 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 84,791 shares; 2018Q2: 80,496 shares; 2018Q3: 88,346 shares; 2018Q4: 99,825 shares; 2019Q1: 107,685 shares; 2019Q2: 113,241 shares 113,241 $23.5M 0.18% +5,556 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 361,143 shares; 2018Q2: 331,159 shares; 2018Q3: 389,710 shares; 2018Q4: 432,011 shares; 2019Q1: 447,528 shares; 2019Q2: 454,102 shares 454,102 $23.1M 0.18% +6,574 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 120,982 shares; 2018Q2: 118,684 shares; 2018Q3: 118,797 shares; 2018Q4: 164,741 shares; 2019Q1: 153,101 shares; 2019Q2: 170,404 shares 170,404 $22.7M 0.17% +17,303 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 95,447 shares; 2018Q2: 108,434 shares; 2018Q3: 158,574 shares; 2018Q4: 159,115 shares; 2019Q1: 143,448 shares; 2019Q2: 154,328 shares 154,328 $22.2M 0.17% +10,880 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 531,558 shares; 2018Q2: 525,933 shares; 2018Q3: 570,994 shares; 2018Q4: 586,428 shares; 2019Q1: 690,790 shares; 2019Q2: 714,531 shares 714,531 $21.9M 0.17% +23,741 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 211,455 shares; 2018Q2: 206,978 shares; 2018Q3: 248,733 shares; 2018Q4: 252,457 shares; 2019Q1: 273,592 shares; 2019Q2: 273,316 shares 273,316 $21.5M 0.16% -276 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 403,228 shares; 2018Q2: 369,716 shares; 2018Q3: 530,019 shares; 2018Q4: 539,500 shares; 2019Q1: 555,777 shares; 2019Q2: 581,701 shares 581,701 $21.4M 0.16% +25,924 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 71,899 shares; 2018Q2: 68,061 shares; 2018Q3: 146,887 shares; 2018Q4: 152,981 shares; 2019Q1: 157,895 shares; 2019Q2: 156,804 shares 156,804 $21.4M 0.16% -1,091 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 139,905 shares; 2018Q2: 136,443 shares; 2018Q3: 161,813 shares; 2018Q4: 180,827 shares; 2019Q1: 181,004 shares; 2019Q2: 188,936 shares 188,936 $20.9M 0.16% +7,932 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 66,612 shares; 2018Q2: 124,161 shares; 2018Q3: 80,999 shares; 2018Q4: 409,845 shares; 2019Q1: 550,174 shares; 2019Q2: 594,094 shares 594,094 $20.5M 0.16% +43,920 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 89,805 shares; 2018Q2: 107,762 shares; 2018Q3: 184,136 shares; 2018Q4: 289,828 shares; 2019Q1: 322,855 shares; 2019Q2: 359,976 shares 359,976 $20.3M 0.16% +37,121 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 227,662 shares; 2018Q2: 222,461 shares; 2018Q3: 245,338 shares; 2018Q4: 290,004 shares; 2019Q1: 291,371 shares; 2019Q2: 291,224 shares 291,224 $20.1M 0.15% -147 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; 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; 2019Q2: 3,368,046 shares 3,368,046 $20.1M 0.15% -538,684 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 91,999 shares; 2018Q2: 126,250 shares; 2018Q3: 209,783 shares; 2018Q4: 292,139 shares; 2019Q1: 372,056 shares; 2019Q2: 404,672 shares 404,672 $19.9M 0.15% +32,616 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 369,609 shares; 2018Q2: 348,022 shares; 2018Q3: 409,163 shares; 2018Q4: 408,121 shares; 2019Q1: 410,730 shares; 2019Q2: 413,100 shares 413,100 $19.6M 0.15% +2,370 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 67,590 shares; 2018Q3: 78,494 shares; 2018Q4: 148,895 shares; 2019Q1: 332,717 shares; 2019Q2: 377,907 shares 377,907 $19.4M 0.15% +45,190 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 45,807 shares; 2018Q2: 45,084 shares; 2018Q3: 82,593 shares; 2018Q4: 76,693 shares; 2019Q1: 90,011 shares; 2019Q2: 91,610 shares 91,610 $19.3M 0.15% +1,599 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 78,606 shares; 2018Q2: 81,794 shares; 2018Q3: 93,828 shares; 2018Q4: 103,983 shares; 2019Q1: 110,412 shares; 2019Q2: 113,392 shares 113,392 $19.2M 0.15% +2,980 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,632 shares; 2018Q2: 31,415 shares; 2018Q3: 147,582 shares; 2018Q4: 208,593 shares; 2019Q1: 188,811 shares; 2019Q2: 190,815 shares 190,815 $19.2M 0.15% +2,004 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 190,387 shares; 2018Q2: 183,195 shares; 2018Q3: 220,681 shares; 2018Q4: 238,622 shares; 2019Q1: 248,788 shares; 2019Q2: 263,019 shares 263,019 $19.1M 0.15% +14,231 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,700 shares; 2018Q2: 42,668 shares; 2018Q3: 54,905 shares; 2018Q4: 57,133 shares; 2019Q1: 50,463 shares; 2019Q2: 52,182 shares 52,182 $19M 0.15% +1,719 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 262,630 shares; 2018Q2: 270,022 shares; 2018Q3: 302,700 shares; 2018Q4: 305,155 shares; 2019Q1: 323,449 shares; 2019Q2: 319,744 shares 319,744 $18.8M 0.14% -3,705 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 252,906 shares; 2018Q2: 270,724 shares; 2018Q3: 307,994 shares; 2018Q4: 345,985 shares; 2019Q1: 369,608 shares; 2019Q2: 350,638 shares 350,638 $18.6M 0.14% -18,970 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 92,954 shares; 2018Q2: 84,556 shares; 2018Q3: 103,523 shares; 2018Q4: 103,405 shares; 2019Q1: 127,169 shares; 2019Q2: 134,033 shares 134,033 $18.5M 0.14% +6,864 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 124,025 shares; 2018Q2: 118,934 shares; 2018Q3: 138,470 shares; 2018Q4: 168,713 shares; 2019Q1: 210,733 shares; 2019Q2: 199,296 shares 199,296 $18.5M 0.14% -11,437 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 201,302 shares; 2018Q2: 198,078 shares; 2018Q3: 248,529 shares; 2018Q4: 385,146 shares; 2019Q1: 407,403 shares; 2019Q2: 435,051 shares 435,051 $18.4M 0.14% +27,648 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 64,868 shares; 2018Q2: 71,802 shares; 2018Q3: 88,362 shares; 2018Q4: 86,792 shares; 2019Q1: 98,535 shares; 2019Q2: 110,599 shares 110,599 $18.2M 0.14% +12,064 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 103,498 shares; 2018Q2: 94,865 shares; 2018Q3: 118,208 shares; 2018Q4: 155,165 shares; 2019Q1: 211,585 shares; 2019Q2: 216,163 shares 216,163 $18.2M 0.14% +4,578 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 69,612 shares; 2018Q2: 120,255 shares; 2018Q3: 173,599 shares; 2018Q4: 286,027 shares; 2019Q1: 448,198 shares; 2019Q2: 497,462 shares 497,462 $18.1M 0.14% +49,264 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 161,217 shares; 2018Q2: 160,152 shares; 2018Q3: 153,374 shares; 2018Q4: 241,748 shares; 2019Q1: 217,208 shares; 2019Q2: 220,475 shares 220,475 $17.8M 0.14% +3,267 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,910 shares; 2018Q2: 129,542 shares; 2018Q3: 158,382 shares; 2018Q4: 194,684 shares; 2019Q1: 202,587 shares; 2019Q2: 210,143 shares 210,143 $17.7M 0.14% +7,556 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 92,838 shares; 2018Q2: 90,964 shares; 2018Q3: 117,648 shares; 2018Q4: 156,535 shares; 2019Q1: 167,687 shares; 2019Q2: 180,873 shares 180,873 $17.6M 0.14% +13,186 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 554,048 shares; 2018Q3: 897,606 shares; 2018Q4: 712,265 shares; 2019Q1: 706,099 shares; 2019Q2: 1,201,915 shares 1,201,915 $17.6M 0.13% +495,816 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 69,262 shares; 2018Q2: 64,543 shares; 2018Q3: 83,443 shares; 2018Q4: 86,134 shares; 2019Q1: 89,881 shares; 2019Q2: 95,175 shares 95,175 $17.6M 0.13% +5,294 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 231,667 shares; 2018Q2: 230,779 shares; 2018Q3: 251,065 shares; 2018Q4: 371,590 shares; 2019Q1: 454,835 shares; 2019Q2: 563,341 shares 563,341 $17.2M 0.13% +108,506 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,304 shares; 2018Q2: 26,358 shares; 2018Q3: 25,862 shares; 2018Q4: 54,443 shares; 2019Q1: 79,375 shares; 2019Q2: 315,900 shares 315,900 $17.1M 0.13% +236,525 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,199 shares; 2018Q2: 28,622 shares; 2018Q3: 40,973 shares; 2018Q4: 41,485 shares; 2019Q1: 51,594 shares; 2019Q2: 58,095 shares 58,095 $17.1M 0.13% +6,501 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 95,457 shares; 2018Q2: 88,151 shares; 2018Q3: 94,013 shares; 2018Q4: 106,220 shares; 2019Q1: 119,335 shares; 2019Q2: 130,579 shares 130,579 $17M 0.13% +11,244 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 51,951 shares; 2018Q2: 52,760 shares; 2018Q3: 86,335 shares; 2018Q4: 77,916 shares; 2019Q1: 87,976 shares; 2019Q2: 96,989 shares 96,989 $16.9M 0.13% +9,013 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 21,250 shares; 2018Q2: 48,580 shares; 2018Q3: 95,777 shares; 2018Q4: 87,464 shares; 2019Q1: 115,420 shares; 2019Q2: 119,247 shares 119,247 $16.8M 0.13% +3,827 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,177 shares; 2018Q2: 50,491 shares; 2018Q3: 54,274 shares; 2018Q4: 55,322 shares; 2019Q1: 61,450 shares; 2019Q2: 63,391 shares 63,391 $16.8M 0.13% +1,941 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 127,194 shares; 2018Q2: 104,348 shares; 2018Q3: 114,881 shares; 2018Q4: 233,145 shares; 2019Q1: 196,808 shares; 2019Q2: 279,660 shares 279,660 $16.7M 0.13% +82,852 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 65,418 shares; 2018Q2: 62,008 shares; 2018Q3: 76,409 shares; 2018Q4: 87,815 shares; 2019Q1: 96,083 shares; 2019Q2: 111,842 shares 111,842 $16.7M 0.13% +15,759 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 71,477 shares; 2018Q2: 96,561 shares; 2018Q3: 53,963 shares; 2018Q4: 77,181 shares; 2019Q1: 125,012 shares; 2019Q2: 123,629 shares 123,629 $16.4M 0.13% -1,383 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 157,443 shares; 2018Q2: 151,763 shares; 2018Q3: 173,141 shares; 2018Q4: 189,515 shares; 2019Q1: 216,099 shares; 2019Q2: 235,447 shares 235,447 $16.3M 0.13% +19,348 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 88,316 shares; 2018Q2: 83,407 shares; 2018Q3: 94,930 shares; 2018Q4: 106,127 shares; 2019Q1: 102,682 shares; 2019Q2: 92,960 shares 92,960 $16.2M 0.12% -9,722 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; 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; 2019Q2: 1,580,125 shares 1,580,125 $16.2M 0.12% +194,617 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 463,225 shares; 2018Q2: 372,966 shares; 2018Q3: 417,538 shares; 2018Q4: 439,205 shares; 2019Q1: 661,252 shares; 2019Q2: 638,192 shares 638,192 $16.1M 0.12% -23,060 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 149,174 shares; 2018Q2: 139,488 shares; 2018Q3: 146,448 shares; 2018Q4: 145,539 shares; 2019Q1: 153,192 shares; 2019Q2: 154,686 shares 154,686 $16M 0.12% +1,494 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 186,531 shares; 2018Q2: 169,278 shares; 2018Q3: 208,358 shares; 2018Q4: 198,009 shares; 2019Q1: 197,550 shares; 2019Q2: 190,199 shares 190,199 $16M 0.12% -7,351 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,160 shares; 2018Q2: 86,155 shares; 2018Q3: 148,059 shares; 2018Q4: 99,050 shares; 2019Q1: 119,709 shares; 2019Q2: 131,069 shares 131,069 $15.6M 0.12% +11,360 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 218,153 shares; 2018Q2: 203,899 shares; 2018Q3: 241,917 shares; 2018Q4: 249,823 shares; 2019Q1: 276,996 shares; 2019Q2: 280,136 shares 280,136 $15.5M 0.12% +3,140 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,610 shares; 2018Q2: 28,692 shares; 2018Q3: 42,951 shares; 2018Q4: 237,068 shares; 2019Q1: 275,947 shares; 2019Q2: 276,507 shares 276,507 $15.5M 0.12% +560 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 128,384 shares; 2018Q2: 109,153 shares; 2018Q3: 137,350 shares; 2018Q4: 136,830 shares; 2019Q1: 147,958 shares; 2019Q2: 152,807 shares 152,807 $15.4M 0.12% +4,849 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 58,627 shares; 2018Q2: 44,066 shares; 2018Q3: 46,415 shares; 2018Q4: 60,170 shares; 2019Q1: 53,763 shares; 2019Q2: 43,408 shares 43,408 $15.4M 0.12% -10,355 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 64,574 shares; 2018Q2: 55,941 shares; 2018Q3: 50,199 shares; 2018Q4: 341,824 shares; 2019Q1: 357,496 shares; 2019Q2: 492,054 shares 492,054 $15.4M 0.12% +134,558 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 241,425 shares; 2018Q2: 566,198 shares; 2018Q3: 609,654 shares; 2018Q4: 214,510 shares; 2019Q1: 222,399 shares; 2019Q2: 241,865 shares 241,865 $15.2M 0.12% +19,466 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 99,396 shares; 2018Q2: 87,843 shares; 2018Q3: 108,888 shares; 2018Q4: 819,914 shares; 2019Q1: 139,261 shares; 2019Q2: 160,287 shares 160,287 $15.1M 0.12% +21,026 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 449,122 shares; 2018Q2: 495,188 shares; 2018Q3: 559,543 shares; 2018Q4: 601,968 shares; 2019Q1: 724,734 shares; 2019Q2: 776,781 shares 776,781 $15.1M 0.12% +52,047 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 53,090 shares; 2018Q2: 47,341 shares; 2018Q3: 89,101 shares; 2018Q4: 106,156 shares; 2019Q1: 141,731 shares; 2019Q2: 171,300 shares 171,300 $14.6M 0.11% +29,569 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 74,983 shares; 2018Q2: 53,912 shares; 2018Q3: 63,001 shares; 2018Q4: 91,473 shares; 2019Q1: 109,794 shares; 2019Q2: 110,844 shares 110,844 $14.5M 0.11% +1,050 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 93,674 shares; 2018Q2: 88,373 shares; 2018Q3: 106,320 shares; 2018Q4: 160,150 shares; 2019Q1: 154,078 shares; 2019Q2: 163,966 shares 163,966 $14.5M 0.11% +9,888 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 116,450 shares; 2018Q2: 129,731 shares; 2018Q3: 155,974 shares; 2018Q4: 160,643 shares; 2019Q1: 169,544 shares; 2019Q2: 168,429 shares 168,429 $14.5M 0.11% -1,115 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 119,136 shares; 2018Q2: 95,763 shares; 2018Q3: 108,869 shares; 2018Q4: 116,326 shares; 2019Q1: 135,554 shares; 2019Q2: 159,909 shares 159,909 $14.4M 0.11% +24,355 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 179,405 shares; 2018Q2: 196,492 shares; 2018Q3: 206,620 shares; 2018Q4: 209,015 shares; 2019Q1: 229,925 shares; 2019Q2: 270,669 shares 270,669 $14.3M 0.11% +40,744 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 152,447 shares; 2018Q3: 186,508 shares; 2018Q4: 194,202 shares; 2019Q1: 249,980 shares; 2019Q2: 198,174 shares 198,174 $14.3M 0.11% -51,806 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; 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; 2019Q2: 915,313 shares 915,313 $14.2M 0.11% -102,372 ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 25,036 shares; 2018Q2: 13,026 shares; 2018Q3: 88,682 shares; 2018Q4: 76,542 shares; 2019Q1: 76,699 shares; 2019Q2: 125,482 shares 125,482 $14.1M 0.11% +48,783 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 520,374 shares; 2019Q2: 509,253 shares 509,253 $14M 0.11% -11,121 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 67,375 shares; 2018Q2: 63,204 shares; 2018Q3: 75,053 shares; 2018Q4: 81,932 shares; 2019Q1: 81,994 shares; 2019Q2: 82,592 shares 82,592 $14M 0.11% +598 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 94,434 shares; 2018Q2: 102,408 shares; 2018Q3: 110,335 shares; 2018Q4: 98,436 shares; 2019Q1: 98,843 shares; 2019Q2: 97,703 shares 97,703 $13.9M 0.11% -1,140 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 99,961 shares; 2018Q2: 98,645 shares; 2018Q3: 133,085 shares; 2018Q4: 196,317 shares; 2019Q1: 357,252 shares; 2019Q2: 386,085 shares 386,085 $13.9M 0.11% +28,833 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,525 shares; 2018Q2: 26,274 shares; 2018Q3: 60,524 shares; 2018Q4: 31,189 shares; 2019Q1: 106,970 shares; 2019Q2: 158,146 shares 158,146 $13.8M 0.11% +51,176 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,309 shares; 2018Q2: 140,513 shares; 2018Q3: 48,140 shares; 2018Q4: 187,597 shares; 2019Q1: 443,515 shares; 2019Q2: 377,907 shares 377,907 $13.5M 0.1% -65,608 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 93,224 shares; 2018Q2: 86,350 shares; 2018Q3: 93,490 shares; 2018Q4: 105,204 shares; 2019Q1: 105,156 shares; 2019Q2: 115,906 shares 115,906 $13.3M 0.1% +10,750 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 78,127 shares; 2018Q2: 105,788 shares; 2018Q3: 100,665 shares; 2018Q4: 193,143 shares; 2019Q1: 211,431 shares; 2019Q2: 220,573 shares 220,573 $13.2M 0.1% +9,142 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 64,565 shares; 2018Q2: 61,331 shares; 2018Q3: 71,911 shares; 2018Q4: 87,984 shares; 2019Q1: 97,241 shares; 2019Q2: 99,105 shares 99,105 $13.2M 0.1% +1,864 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 34,552 shares; 2018Q2: 36,828 shares; 2018Q3: 47,245 shares; 2018Q4: 58,416 shares; 2019Q1: 58,853 shares; 2019Q2: 64,528 shares 64,528 $13.2M 0.1% +5,675 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,138 shares; 2018Q2: 52,195 shares; 2018Q3: 92,657 shares; 2018Q4: 465,742 shares; 2019Q1: 186,027 shares; 2019Q2: 119,465 shares 119,465 $13.2M 0.1% -66,562 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 43,327 shares; 2018Q2: 42,050 shares; 2018Q3: 60,170 shares; 2018Q4: 64,178 shares; 2019Q1: 80,029 shares; 2019Q2: 79,676 shares 79,676 $13.2M 0.1% -353 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,407 shares; 2018Q2: 58,355 shares; 2018Q3: 123,420 shares; 2018Q4: 163,475 shares; 2019Q1: 230,873 shares; 2019Q2: 251,853 shares 251,853 $13.1M 0.1% +20,980 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 75,506 shares; 2018Q2: 6,886 shares; 2018Q3: 8,319 shares; 2018Q4: 10,833 shares; 2019Q1: 8,933 shares; 2019Q2: 257,993 shares 257,993 $12.8M 0.1% +249,060 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 90,260 shares; 2018Q2: 92,758 shares; 2018Q3: 120,493 shares; 2018Q4: 127,369 shares; 2019Q1: 114,883 shares; 2019Q2: 110,743 shares 110,743 $12.7M 0.1% -4,140 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 87,343 shares; 2018Q2: 91,095 shares; 2018Q3: 127,298 shares; 2018Q4: 134,273 shares; 2019Q1: 141,482 shares; 2019Q2: 148,313 shares 148,313 $12.7M 0.1% +6,831 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 115,775 shares 115,775 $12.6M 0.1% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 43,121 shares; 2018Q2: 43,674 shares; 2018Q3: 113,765 shares; 2018Q4: 152,911 shares; 2019Q1: 167,005 shares; 2019Q2: 234,708 shares 234,708 $12.5M 0.1% +67,703 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,530 shares; 2018Q2: 35,719 shares; 2018Q3: 52,701 shares; 2018Q4: 57,916 shares; 2019Q1: 64,353 shares; 2019Q2: 67,846 shares 67,846 $12.5M 0.1% +3,493 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 31,727 shares; 2018Q2: 23,325 shares; 2018Q3: 26,287 shares; 2018Q4: 25,245 shares; 2019Q1: 48,451 shares; 2019Q2: 95,240 shares 95,240 $12.3M 0.09% +46,789 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 42,853 shares; 2018Q2: 46,478 shares; 2018Q3: 59,855 shares; 2018Q4: 61,405 shares; 2019Q1: 70,530 shares; 2019Q2: 81,130 shares 81,130 $12.3M 0.09% +10,600 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 37,252 shares; 2018Q3: 121,945 shares; 2018Q4: 158,268 shares; 2019Q1: 305,654 shares; 2019Q2: 255,094 shares 255,094 $12.2M 0.09% -50,560 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 44,246 shares; 2018Q2: 57,094 shares; 2018Q3: 87,447 shares; 2018Q4: 106,777 shares; 2019Q1: 172,536 shares; 2019Q2: 236,181 shares 236,181 $12.2M 0.09% +63,645 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 127,768 shares; 2018Q2: 116,529 shares; 2018Q3: 132,328 shares; 2018Q4: 123,758 shares; 2019Q1: 117,636 shares; 2019Q2: 140,790 shares 140,790 $12.2M 0.09% +23,154 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,135 shares; 2018Q2: 64,864 shares; 2018Q3: 136,656 shares; 2018Q4: 134,000 shares; 2019Q1: 71,533 shares; 2019Q2: 66,269 shares 66,269 $12.1M 0.09% -5,264 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 123,568 shares; 2018Q2: 122,284 shares; 2018Q3: 142,973 shares; 2018Q4: 152,509 shares; 2019Q1: 174,658 shares; 2019Q2: 172,477 shares 172,477 $12.1M 0.09% -2,181 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 119,946 shares; 2018Q2: 122,198 shares; 2018Q3: 144,807 shares; 2018Q4: 151,167 shares; 2019Q1: 199,962 shares; 2019Q2: 218,215 shares 218,215 $11.9M 0.09% +18,253 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 141,568 shares; 2018Q2: 150,217 shares; 2018Q3: 185,582 shares; 2018Q4: 178,980 shares; 2019Q1: 172,209 shares; 2019Q2: 171,352 shares 171,352 $11.8M 0.09% -857 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 225,360 shares; 2018Q3: 248,429 shares; 2018Q4: 233,445 shares; 2019Q1: 234,871 shares; 2019Q2: 194,736 shares 194,736 $11.7M 0.09% -40,135 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,868 shares; 2018Q2: 54,182 shares; 2018Q3: 65,781 shares; 2018Q4: 64,812 shares; 2019Q1: 66,107 shares; 2019Q2: 67,377 shares 67,377 $11.7M 0.09% +1,270 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 35,099 shares; 2018Q2: 36,648 shares; 2018Q3: 54,108 shares; 2018Q4: 245,102 shares; 2019Q1: 172,527 shares; 2019Q2: 231,053 shares 231,053 $11.7M 0.09% +58,526 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,314 shares; 2018Q2: 26,835 shares; 2018Q3: 72,254 shares; 2018Q4: 108,042 shares; 2019Q1: 146,072 shares; 2019Q2: 164,520 shares 164,520 $11.6M 0.09% +18,448 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 188,630 shares; 2018Q2: 270,046 shares; 2018Q3: 299,756 shares; 2018Q4: 302,829 shares; 2019Q1: 316,331 shares; 2019Q2: 312,281 shares 312,281 $11.3M 0.09% -4,050 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 70,952 shares; 2018Q2: 65,999 shares; 2018Q3: 72,786 shares; 2018Q4: 95,276 shares; 2019Q1: 97,721 shares; 2019Q2: 104,617 shares 104,617 $11.2M 0.09% +6,896 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 62,821 shares; 2018Q2: 11,050 shares; 2018Q3: 11,606 shares; 2018Q4: 19,702 shares; 2019Q1: 26,635 shares; 2019Q2: 262,705 shares 262,705 $11.2M 0.09% +236,070 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 14,547 shares; 2018Q3: 25,116 shares; 2018Q4: 28,221 shares; 2019Q1: 35,860 shares; 2019Q2: 38,202 shares 38,202 $11M 0.08% +2,342 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 64,523 shares; 2018Q2: 66,100 shares; 2018Q3: 79,161 shares; 2018Q4: 101,182 shares; 2019Q1: 132,260 shares; 2019Q2: 140,724 shares 140,724 $10.9M 0.08% +8,464 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 18,805 shares; 2018Q3: 21,685 shares; 2018Q4: 44,638 shares; 2019Q1: 88,465 shares; 2019Q2: 110,068 shares 110,068 $10.9M 0.08% +21,603 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,208 shares; 2018Q2: 30,378 shares; 2018Q3: 42,220 shares; 2018Q4: 70,239 shares; 2019Q1: 65,271 shares; 2019Q2: 66,596 shares 66,596 $10.8M 0.08% +1,325 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 134,364 shares; 2018Q2: 135,856 shares; 2018Q3: 159,571 shares; 2018Q4: 131,503 shares; 2019Q1: 180,140 shares; 2019Q2: 177,117 shares 177,117 $10.8M 0.08% -3,023 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 209,207 shares; 2018Q2: 128,282 shares; 2018Q3: 140,219 shares; 2018Q4: 167,191 shares; 2019Q1: 194,985 shares; 2019Q2: 184,871 shares 184,871 $10.7M 0.08% -10,114 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 72,707 shares; 2018Q2: 60,788 shares; 2018Q3: 77,389 shares; 2018Q4: 102,448 shares; 2019Q1: 97,052 shares; 2019Q2: 96,261 shares 96,261 $10.7M 0.08% -791 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,120 shares; 2018Q2: 50,585 shares; 2018Q3: 102,878 shares; 2018Q4: 66,989 shares; 2019Q1: 69,515 shares; 2019Q2: 72,023 shares 72,023 $10.7M 0.08% +2,508 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 18,263 shares; 2018Q2: 21,925 shares; 2018Q3: 28,938 shares; 2018Q4: 29,504 shares; 2019Q1: 39,089 shares; 2019Q2: 44,468 shares 44,468 $10.7M 0.08% +5,379 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 135,663 shares; 2018Q3: 139,213 shares; 2018Q4: 130,203 shares; 2019Q1: 208,086 shares; 2019Q2: 251,109 shares 251,109 $10.6M 0.08% +43,023 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14 shares; 2018Q2: 13 shares; 2018Q3: 12 shares; 2018Q4: 9 shares; 2019Q1: 33 shares; 2019Q2: 33 shares 33 $10.5M 0.08% 0 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 60,985 shares; 2018Q2: 64,424 shares; 2018Q3: 87,663 shares; 2018Q4: 101,394 shares; 2019Q1: 210,414 shares; 2019Q2: 298,944 shares 298,944 $10.4M 0.08% +88,530 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 148,521 shares; 2018Q2: 137,867 shares; 2018Q3: 165,910 shares; 2018Q4: 197,473 shares; 2019Q1: 245,746 shares; 2019Q2: 233,185 shares 233,185 $10.4M 0.08% -12,561 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 61,048 shares; 2018Q2: 58,381 shares; 2018Q3: 73,893 shares; 2018Q4: 67,885 shares; 2019Q1: 97,027 shares; 2019Q2: 94,425 shares 94,425 $10.3M 0.08% -2,602 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 92,987 shares; 2018Q2: 88,805 shares; 2018Q3: 89,872 shares; 2018Q4: 133,483 shares; 2019Q1: 132,344 shares; 2019Q2: 132,194 shares 132,194 $10.2M 0.08% -150 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 145,601 shares; 2018Q4: 204,241 shares; 2019Q1: 199,036 shares; 2019Q2: 198,508 shares 198,508 $10.2M 0.08% -528 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 66,466 shares; 2018Q2: 65,620 shares; 2018Q3: 70,006 shares; 2018Q4: 75,871 shares; 2019Q1: 90,212 shares; 2019Q2: 88,352 shares 88,352 $10.2M 0.08% -1,860 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 28,763 shares; 2018Q2: 28,528 shares; 2018Q3: 37,679 shares; 2018Q4: 114,247 shares; 2019Q1: 250,608 shares; 2019Q2: 348,310 shares 348,310 $10.2M 0.08% +97,702 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,919 shares; 2018Q2: 55,406 shares; 2018Q3: 60,389 shares; 2018Q4: 119,189 shares; 2019Q1: 106,768 shares; 2019Q2: 95,535 shares 95,535 $10.1M 0.08% -11,233 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 103,826 shares; 2018Q2: 101,446 shares; 2018Q3: 112,961 shares; 2018Q4: 112,171 shares; 2019Q1: 126,978 shares; 2019Q2: 132,573 shares 132,573 $10.1M 0.08% +5,595 Timeline RWL 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 188,188 shares 188,188 $10M 0.08% new 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,780 shares; 2018Q2: 144,968 shares; 2018Q3: 171,271 shares; 2018Q4: 181,791 shares; 2019Q1: 198,698 shares; 2019Q2: 191,018 shares 191,018 $10M 0.08% -7,680 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 266,583 shares; 2018Q2: 313,364 shares; 2018Q3: 280,920 shares; 2018Q4: 42,842 shares; 2019Q1: 41,181 shares; 2019Q2: 49,668 shares 49,668 $9.98M 0.08% +8,487 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 53,216 shares; 2018Q2: 52,983 shares; 2018Q3: 59,231 shares; 2018Q4: 59,365 shares; 2019Q1: 74,058 shares; 2019Q2: 80,134 shares 80,134 $9.89M 0.08% +6,076 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 69,809 shares; 2018Q2: 55,222 shares; 2018Q3: 90,717 shares; 2018Q4: 103,566 shares; 2019Q1: 105,119 shares; 2019Q2: 117,538 shares 117,538 $9.8M 0.08% +12,419 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,664 shares; 2018Q2: 71,670 shares; 2018Q3: 89,969 shares; 2018Q4: 191,976 shares; 2019Q1: 187,489 shares; 2019Q2: 184,406 shares 184,406 $9.75M 0.07% -3,083 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,402 shares; 2018Q2: 27,897 shares; 2018Q3: 50,237 shares; 2018Q4: 70,603 shares; 2019Q1: 83,638 shares; 2019Q2: 86,209 shares 86,209 $9.75M 0.07% +2,571 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,713 shares; 2018Q2: 132,859 shares; 2018Q3: 154,527 shares; 2018Q4: 206,213 shares; 2019Q1: 221,350 shares; 2019Q2: 214,861 shares 214,861 $9.75M 0.07% -6,489 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 67,875 shares; 2018Q2: 64,352 shares; 2018Q3: 96,492 shares; 2018Q4: 100,002 shares; 2019Q1: 89,990 shares; 2019Q2: 103,006 shares 103,006 $9.64M 0.07% +13,016 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 136,510 shares; 2018Q2: 129,060 shares; 2018Q3: 191,890 shares; 2018Q4: 213,263 shares; 2019Q1: 223,966 shares; 2019Q2: 227,935 shares 227,935 $9.51M 0.07% +3,969 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 7,889 shares; 2018Q2: 15,034 shares; 2018Q3: 27,194 shares; 2018Q4: 30,940 shares; 2019Q1: 37,130 shares; 2019Q2: 31,343 shares 31,343 $9.41M 0.07% -5,787 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 36,675 shares; 2018Q3: 52,647 shares; 2018Q4: 72,036 shares; 2019Q1: 82,659 shares; 2019Q2: 78,605 shares 78,605 $9.39M 0.07% -4,054 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 26,327 shares; 2018Q2: 27,177 shares; 2018Q3: 26,976 shares; 2018Q4: 37,077 shares; 2019Q1: 57,324 shares; 2019Q2: 70,444 shares 70,444 $9.38M 0.07% +13,120 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 40,232 shares; 2018Q2: 39,219 shares; 2018Q3: 42,596 shares; 2018Q4: 73,714 shares; 2019Q1: 100,087 shares; 2019Q2: 106,569 shares 106,569 $9.35M 0.07% +6,482 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 35,643 shares; 2018Q2: 32,063 shares; 2018Q3: 32,719 shares; 2018Q4: 29,681 shares; 2019Q1: 28,177 shares; 2019Q2: 28,791 shares 28,791 $9.3M 0.07% +614 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 34,412 shares; 2018Q2: 23,149 shares; 2018Q3: 28,409 shares; 2018Q4: 56,909 shares; 2019Q1: 59,910 shares; 2019Q2: 73,818 shares 73,818 $9.28M 0.07% +13,908 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 44,746 shares; 2018Q2: 35,833 shares; 2018Q3: 46,764 shares; 2018Q4: 28,203 shares; 2019Q1: 43,440 shares; 2019Q2: 46,372 shares 46,372 $9.18M 0.07% +2,932 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 93,073 shares; 2018Q3: 142,577 shares; 2018Q4: 147,919 shares; 2019Q1: 176,808 shares; 2019Q2: 189,640 shares 189,640 $9.17M 0.07% +12,832 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 215,315 shares; 2018Q2: 104,806 shares; 2018Q3: 103,926 shares; 2018Q4: 98,487 shares; 2019Q1: 119,961 shares; 2019Q2: 117,059 shares 117,059 $9.07M 0.07% -2,902 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 193,892 shares; 2018Q2: 198,276 shares; 2018Q3: 250,058 shares; 2018Q4: 276,414 shares; 2019Q1: 308,497 shares; 2019Q2: 312,892 shares 312,892 $9.04M 0.07% +4,395 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 68,309 shares; 2018Q2: 67,739 shares; 2018Q3: 80,093 shares; 2018Q4: 83,450 shares; 2019Q1: 102,841 shares; 2019Q2: 109,575 shares 109,575 $9.02M 0.07% +6,734 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 34,252 shares; 2018Q2: 47,230 shares; 2018Q3: 54,734 shares; 2018Q4: 62,361 shares; 2019Q1: 63,371 shares; 2019Q2: 66,909 shares 66,909 $9.01M 0.07% +3,538 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 134,795 shares; 2018Q2: 130,503 shares; 2018Q3: 154,291 shares; 2018Q4: 147,052 shares; 2019Q1: 151,858 shares; 2019Q2: 157,787 shares 157,787 $8.99M 0.07% +5,929 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,086 shares; 2018Q2: 111,868 shares; 2018Q3: 130,204 shares; 2018Q4: 171,195 shares; 2019Q1: 173,029 shares; 2019Q2: 178,473 shares 178,473 $8.87M 0.07% +5,444 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 164,069 shares; 2018Q2: 148,006 shares; 2018Q3: 163,690 shares; 2018Q4: 171,010 shares; 2019Q1: 203,115 shares; 2019Q2: 138,778 shares 138,778 $8.84M 0.07% -64,337 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 9,727 shares; 2018Q2: 8,561 shares; 2018Q3: 13,281 shares; 2018Q4: 15,688 shares; 2019Q1: 17,545 shares; 2019Q2: 18,662 shares 18,662 $8.77M 0.07% +1,117 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 41,016 shares; 2019Q1: 42,846 shares; 2019Q2: 43,527 shares 43,527 $8.75M 0.07% +681 RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 55,314 shares; 2018Q2: 53,621 shares; 2018Q3: 56,176 shares; 2018Q4: 52,030 shares; 2019Q1: 50,497 shares; 2019Q2: 50,028 shares 50,028 $8.71M 0.07% -469 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,812 shares; 2018Q2: 26,708 shares; 2018Q3: 30,419 shares; 2018Q4: 48,221 shares; 2019Q1: 48,242 shares; 2019Q2: 50,230 shares 50,230 $8.61M 0.07% +1,988 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 106,641 shares; 2018Q2: 96,829 shares; 2018Q3: 109,541 shares; 2018Q4: 88,712 shares; 2019Q1: 97,249 shares; 2019Q2: 97,555 shares 97,555 $8.59M 0.07% +306 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,653 shares; 2018Q2: 38,221 shares; 2018Q3: 43,705 shares; 2018Q4: 42,284 shares; 2019Q1: 36,488 shares; 2019Q2: 37,795 shares 37,795 $8.56M 0.07% +1,307 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 114,317 shares; 2018Q2: 113,809 shares; 2018Q3: 146,788 shares; 2018Q4: 157,982 shares; 2019Q1: 126,050 shares; 2019Q2: 124,931 shares 124,931 $8.54M 0.07% -1,119 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 68,377 shares; 2018Q3: 90,993 shares; 2018Q4: 129,656 shares; 2019Q1: 143,580 shares; 2019Q2: 149,127 shares 149,127 $8.37M 0.06% +5,547 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 24,358 shares; 2018Q3: 67,120 shares; 2018Q4: 68,989 shares; 2019Q1: 109,893 shares; 2019Q2: 141,612 shares 141,612 $8.33M 0.06% +31,719 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,479 shares; 2018Q2: 44,555 shares; 2018Q3: 112,277 shares; 2018Q4: 260,826 shares; 2019Q1: 308,444 shares; 2019Q2: 327,650 shares 327,650 $8.26M 0.06% +19,206 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,873 shares; 2018Q2: 36,034 shares; 2018Q3: 46,512 shares; 2018Q4: 42,726 shares; 2019Q1: 49,076 shares; 2019Q2: 50,201 shares 50,201 $8.25M 0.06% +1,125 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 202,215 shares; 2018Q3: 254,891 shares; 2018Q4: 752,369 shares; 2019Q1: 401,537 shares; 2019Q2: 362,641 shares 362,641 $8.22M 0.06% -38,896 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 8,253 shares; 2018Q2: 12,291 shares; 2018Q3: 11,803 shares; 2018Q4: 23,405 shares; 2019Q1: 27,840 shares; 2019Q2: 94,141 shares 94,141 $8.16M 0.06% +66,301 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 98,100 shares; 2018Q2: 96,577 shares; 2018Q3: 135,448 shares; 2018Q4: 308,617 shares; 2019Q1: 193,268 shares; 2019Q2: 179,062 shares 179,062 $8.16M 0.06% -14,206 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 149,281 shares; 2018Q2: 262,989 shares; 2018Q3: 256,961 shares; 2018Q4: 73,601 shares; 2019Q1: 76,298 shares; 2019Q2: 88,355 shares 88,355 $8.15M 0.06% +12,057 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,232 shares; 2018Q2: 1,970 shares; 2018Q3: 2,338 shares; 2018Q4: 17,508 shares; 2019Q1: 53,707 shares; 2019Q2: 53,913 shares 53,913 $8.13M 0.06% +206 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 343,479 shares; 2018Q2: 336,858 shares; 2018Q3: 320,651 shares; 2018Q4: 319,733 shares; 2019Q1: 312,270 shares; 2019Q2: 309,968 shares 309,968 $8.12M 0.06% -2,302 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 130,681 shares; 2018Q2: 121,048 shares; 2018Q3: 151,032 shares; 2018Q4: 109,313 shares; 2019Q1: 108,515 shares; 2019Q2: 121,618 shares 121,618 $8.12M 0.06% +13,103 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 4,146 shares; 2018Q2: 42,265 shares; 2018Q3: 75,040 shares; 2018Q4: 91,652 shares; 2019Q1: 119,622 shares; 2019Q2: 118,881 shares 118,881 $8.04M 0.06% -741 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 230,608 shares; 2018Q2: 232,048 shares; 2018Q3: 256,764 shares; 2018Q4: 385,991 shares; 2019Q1: 395,303 shares; 2019Q2: 447,015 shares 447,015 $8.02M 0.06% +51,712 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 26,853 shares; 2018Q2: 23,175 shares; 2018Q3: 21,299 shares; 2018Q4: 36,393 shares; 2019Q1: 33,666 shares; 2019Q2: 43,743 shares 43,743 $8.01M 0.06% +10,077 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 232,883 shares; 2019Q1: 310,038 shares; 2019Q2: 351,419 shares 351,419 $8.01M 0.06% +41,381 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,494 shares; 2018Q2: 32,165 shares; 2018Q3: 40,716 shares; 2018Q4: 60,351 shares; 2019Q1: 69,060 shares; 2019Q2: 76,426 shares 76,426 $7.94M 0.06% +7,366 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 67,938 shares; 2018Q3: 71,064 shares; 2018Q4: 66,337 shares; 2019Q1: 68,518 shares; 2019Q2: 68,044 shares 68,044 $7.94M 0.06% -474 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,914 shares; 2018Q2: 2,766 shares; 2018Q3: 3,664 shares; 2018Q4: 3,912 shares; 2019Q1: 4,627 shares; 2019Q2: 4,227 shares 4,227 $7.92M 0.06% -400 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 98,470 shares; 2018Q2: 71,883 shares; 2018Q3: 78,252 shares; 2018Q4: 85,889 shares; 2019Q1: 95,649 shares; 2019Q2: 114,214 shares 114,214 $7.89M 0.06% +18,565 Timeline RDIV 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 209,282 shares 209,282 $7.88M 0.06% new 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 65,523 shares; 2018Q2: 57,360 shares; 2018Q3: 68,794 shares; 2018Q4: 65,689 shares; 2019Q1: 66,256 shares; 2019Q2: 71,072 shares 71,072 $7.88M 0.06% +4,816 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 140,754 shares; 2018Q2: 126,073 shares; 2018Q3: 150,569 shares; 2018Q4: 116,711 shares; 2019Q1: 109,680 shares; 2019Q2: 115,810 shares 115,810 $7.83M 0.06% +6,130 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 18,960 shares; 2018Q2: 18,191 shares; 2018Q3: 20,385 shares; 2018Q4: 51,958 shares; 2019Q1: 72,471 shares; 2019Q2: 65,753 shares 65,753 $7.76M 0.06% -6,718 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2019Q2: 256,281 shares 256,281 $7.64M 0.06% -29,184 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 59,637 shares; 2018Q2: 59,598 shares; 2018Q3: 72,420 shares; 2018Q4: 78,965 shares; 2019Q1: 113,291 shares; 2019Q2: 116,209 shares 116,209 $7.64M 0.06% +2,918 RWK 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 125,181 shares 125,181 $7.63M 0.06% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,222 shares; 2018Q2: 116,466 shares; 2018Q3: 166,957 shares; 2018Q4: 209,949 shares; 2019Q1: 223,624 shares; 2019Q2: 248,103 shares 248,103 $7.62M 0.06% +24,479 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 69,718 shares; 2018Q2: 70,507 shares; 2018Q3: 84,830 shares; 2018Q4: 87,955 shares; 2019Q1: 91,092 shares; 2019Q2: 85,267 shares 85,267 $7.6M 0.06% -5,825 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 24,341 shares; 2018Q2: 22,906 shares; 2018Q3: 23,546 shares; 2018Q4: 31,298 shares; 2019Q1: 41,317 shares; 2019Q2: 38,463 shares 38,463 $7.58M 0.06% -2,854 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 86,353 shares; 2018Q2: 89,775 shares; 2018Q3: 98,933 shares; 2018Q4: 115,204 shares; 2019Q1: 127,419 shares; 2019Q2: 142,781 shares 142,781 $7.58M 0.06% +15,362 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 24,094 shares; 2018Q2: 27,557 shares; 2018Q3: 36,768 shares; 2018Q4: 41,608 shares; 2019Q1: 37,769 shares; 2019Q2: 36,987 shares 36,987 $7.56M 0.06% -782 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,317 shares; 2018Q2: 14,218 shares; 2018Q3: 16,859 shares; 2018Q4: 20,236 shares; 2019Q1: 23,195 shares; 2019Q2: 25,584 shares 25,584 $7.51M 0.06% +2,389 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 8,821 shares; 2018Q2: 32,454 shares; 2018Q3: 75,795 shares; 2018Q4: 204,022 shares; 2019Q1: 172,488 shares; 2019Q2: 161,907 shares 161,907 $7.48M 0.06% -10,581 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 807,638 shares; 2018Q2: 840,650 shares; 2018Q3: 992,005 shares; 2018Q4: 786,691 shares; 2019Q1: 758,536 shares; 2019Q2: 705,805 shares 705,805 $7.41M 0.06% -52,731 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 84,458 shares; 2018Q2: 70,910 shares; 2018Q3: 46,142 shares; 2018Q4: 121,235 shares; 2019Q1: 146,350 shares; 2019Q2: 163,981 shares 163,981 $7.37M 0.06% +17,631 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 86,023 shares; 2018Q2: 78,499 shares; 2018Q3: 93,959 shares; 2018Q4: 98,870 shares; 2019Q1: 99,398 shares; 2019Q2: 89,703 shares 89,703 $7.32M 0.06% -9,695 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,053 shares; 2018Q2: 32,947 shares; 2018Q3: 45,888 shares; 2018Q4: 57,143 shares; 2019Q1: 62,530 shares; 2019Q2: 55,461 shares 55,461 $7.24M 0.06% -7,069 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 88,260 shares; 2018Q2: 77,571 shares; 2018Q3: 103,172 shares; 2018Q4: 106,117 shares; 2019Q1: 112,854 shares; 2019Q2: 132,011 shares 132,011 $7.22M 0.06% +19,157 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,639 shares; 2018Q2: 22,700 shares; 2018Q3: 26,780 shares; 2018Q4: 29,688 shares; 2019Q1: 31,093 shares; 2019Q2: 31,830 shares 31,830 $7.21M 0.06% +737 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 87,841 shares; 2018Q3: 82,727 shares; 2018Q4: 172,302 shares; 2019Q1: 215,789 shares; 2019Q2: 276,053 shares 276,053 $7.21M 0.06% +60,264 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,386 shares; 2018Q2: 9,863 shares; 2018Q3: 13,023 shares; 2018Q4: 16,105 shares; 2019Q1: 16,315 shares; 2019Q2: 15,646 shares 15,646 $7.18M 0.06% -669 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 278,591 shares 278,591 $7.17M 0.06% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,255 shares; 2018Q2: 42,767 shares; 2018Q3: 53,638 shares; 2018Q4: 57,251 shares; 2019Q1: 61,350 shares; 2019Q2: 63,099 shares 63,099 $7.16M 0.05% +1,749 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 583,619 shares; 2018Q2: 617,217 shares; 2018Q3: 726,608 shares; 2018Q4: 828,745 shares; 2019Q1: 837,875 shares; 2019Q2: 794,627 shares 794,627 $7.16M 0.05% -43,248 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 17,609 shares; 2018Q2: 20,612 shares; 2018Q3: 23,679 shares; 2018Q4: 33,723 shares; 2019Q1: 28,705 shares; 2019Q2: 34,585 shares 34,585 $7.11M 0.05% +5,880 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 75,086 shares; 2018Q2: 77,535 shares; 2018Q3: 95,267 shares; 2018Q4: 124,428 shares; 2019Q1: 130,139 shares; 2019Q2: 120,070 shares 120,070 $7.07M 0.05% -10,069 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 185,629 shares; 2018Q2: 203,268 shares; 2018Q3: 265,280 shares; 2018Q4: 279,162 shares; 2019Q1: 251,289 shares; 2019Q2: 251,122 shares 251,122 $7.07M 0.05% -167 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 82,603 shares; 2018Q2: 659,309 shares; 2018Q3: 43,506 shares; 2018Q4: 135,921 shares; 2019Q1: 172,918 shares; 2019Q2: 229,532 shares 229,532 $7.06M 0.05% +56,614 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 119,295 shares; 2018Q2: 117,051 shares; 2018Q3: 137,904 shares; 2018Q4: 152,198 shares; 2019Q1: 169,185 shares; 2019Q2: 174,625 shares 174,625 $6.99M 0.05% +5,440 ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 22,213 shares; 2018Q2: 20,455 shares; 2018Q3: 27,225 shares; 2018Q4: 31,425 shares; 2019Q1: 35,899 shares; 2019Q2: 35,133 shares 35,133 $6.94M 0.05% -766 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 253,147 shares; 2018Q2: 243,634 shares; 2018Q3: 421,796 shares; 2018Q4: 259,197 shares; 2019Q1: 344,937 shares; 2019Q2: 281,850 shares 281,850 $6.91M 0.05% -63,087 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 42,537 shares; 2018Q2: 421,062 shares; 2018Q3: 50,446 shares; 2018Q4: 55,715 shares; 2019Q1: 66,782 shares; 2019Q2: 57,237 shares 57,237 $6.9M 0.05% -9,545 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 107,231 shares; 2018Q2: 108,618 shares; 2018Q3: 120,370 shares; 2018Q4: 127,592 shares; 2019Q1: 122,499 shares; 2019Q2: 117,256 shares 117,256 $6.88M 0.05% -5,243 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,609 shares; 2018Q2: 13,831 shares; 2018Q3: 16,612 shares; 2018Q4: 20,312 shares; 2019Q1: 26,116 shares; 2019Q2: 26,041 shares 26,041 $6.81M 0.05% -75 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 18,903 shares; 2018Q2: 17,443 shares; 2018Q3: 20,530 shares; 2018Q4: 24,693 shares; 2019Q1: 26,581 shares; 2019Q2: 26,988 shares 26,988 $6.8M 0.05% +407 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 132,106 shares; 2018Q2: 127,166 shares; 2018Q3: 153,757 shares; 2018Q4: 181,360 shares; 2019Q1: 213,748 shares; 2019Q2: 205,981 shares 205,981 $6.61M 0.05% -7,767 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,668 shares; 2018Q2: 49,188 shares; 2018Q3: 68,126 shares; 2018Q4: 117,356 shares; 2019Q1: 129,720 shares; 2019Q2: 139,102 shares 139,102 $6.56M 0.05% +9,382 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 87,235 shares; 2018Q2: 86,511 shares; 2018Q3: 94,080 shares; 2018Q4: 102,189 shares; 2019Q1: 105,682 shares; 2019Q2: 110,123 shares 110,123 $6.55M 0.05% +4,441 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,256 shares; 2018Q2: 22,055 shares; 2018Q3: 27,274 shares; 2018Q4: 37,813 shares; 2019Q1: 38,412 shares; 2019Q2: 43,324 shares 43,324 $6.54M 0.05% +4,912 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 50,933 shares; 2018Q2: 51,318 shares; 2018Q3: 66,029 shares; 2018Q4: 69,242 shares; 2019Q1: 70,753 shares; 2019Q2: 78,267 shares 78,267 $6.53M 0.05% +7,514 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,677 shares; 2018Q2: 56,432 shares; 2018Q3: 68,570 shares; 2018Q4: 87,792 shares; 2019Q1: 92,976 shares; 2019Q2: 100,115 shares 100,115 $6.52M 0.05% +7,139 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 74,634 shares; 2018Q2: 65,734 shares; 2018Q3: 96,781 shares; 2018Q4: 71,766 shares; 2019Q1: 67,788 shares; 2019Q2: 75,425 shares 75,425 $6.46M 0.05% +7,637 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,383 shares; 2018Q2: 9,646 shares; 2018Q3: 11,349 shares; 2018Q4: 12,350 shares; 2019Q1: 20,107 shares; 2019Q2: 22,661 shares 22,661 $6.4M 0.05% +2,554 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 85,482 shares; 2018Q2: 86,879 shares; 2018Q3: 102,836 shares; 2018Q4: 117,041 shares; 2019Q1: 110,988 shares; 2019Q2: 111,523 shares 111,523 $6.32M 0.05% +535 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 258,163 shares; 2018Q2: 260,527 shares; 2018Q3: 364,934 shares; 2018Q4: 158,901 shares; 2019Q1: 377,127 shares; 2019Q2: 231,508 shares 231,508 $6.3M 0.05% -145,619 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 5,716 shares; 2018Q2: 5,439 shares; 2018Q3: 6,478 shares; 2018Q4: 70,764 shares; 2019Q1: 110,733 shares; 2019Q2: 118,462 shares 118,462 $6.28M 0.05% +7,729 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 26,521 shares; 2018Q2: 20,105 shares; 2018Q3: 18,277 shares; 2018Q4: 14,398 shares; 2019Q1: 30,613 shares; 2019Q2: 38,874 shares 38,874 $6.27M 0.05% +8,261 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,881 shares; 2018Q2: 25,071 shares; 2018Q3: 34,488 shares; 2018Q4: 38,026 shares; 2019Q1: 41,025 shares; 2019Q2: 42,490 shares 42,490 $6.26M 0.05% +1,465 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,285 shares; 2018Q2: 17,956 shares; 2018Q3: 28,018 shares; 2018Q4: 19,557 shares; 2019Q1: 27,109 shares; 2019Q2: 34,837 shares 34,837 $6.25M 0.05% +7,728 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 77,319 shares; 2018Q2: 77,442 shares; 2018Q3: 101,938 shares; 2018Q4: 112,211 shares; 2019Q1: 116,209 shares; 2019Q2: 115,234 shares 115,234 $6.21M 0.05% -975 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,902 shares; 2018Q2: 32,347 shares; 2018Q3: 34,682 shares; 2018Q4: 41,607 shares; 2019Q1: 41,119 shares; 2019Q2: 40,383 shares 40,383 $6.19M 0.05% -736 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 81,734 shares 81,734 $6.13M 0.05% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 42,396 shares; 2018Q2: 25,086 shares; 2018Q3: 24,570 shares; 2018Q4: 21,525 shares; 2019Q1: 17,946 shares; 2019Q2: 48,634 shares 48,634 $6.11M 0.05% +30,688 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,928 shares; 2018Q2: 20,655 shares; 2018Q3: 25,431 shares; 2018Q4: 27,949 shares; 2019Q1: 29,057 shares; 2019Q2: 30,567 shares 30,567 $6.09M 0.05% +1,510 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 28,088 shares; 2018Q2: 27,481 shares; 2018Q3: 37,514 shares; 2018Q4: 115,923 shares; 2019Q1: 99,973 shares; 2019Q2: 106,064 shares 106,064 $6.09M 0.05% +6,091 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,079 shares; 2018Q2: 12,771 shares; 2018Q3: 13,325 shares; 2018Q4: 27,463 shares; 2019Q1: 31,331 shares; 2019Q2: 32,318 shares 32,318 $6.08M 0.05% +987 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 348,821 shares; 2018Q2: 309,594 shares; 2018Q3: 505,572 shares; 2018Q4: 558,260 shares; 2019Q1: 563,878 shares; 2019Q2: 659,813 shares 659,813 $6.02M 0.05% +95,935 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 24,513 shares; 2018Q2: 27,075 shares; 2018Q3: 55,654 shares; 2018Q4: 64,904 shares; 2019Q1: 80,682 shares; 2019Q2: 109,954 shares 109,954 $6.02M 0.05% +29,272 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 59,141 shares; 2018Q2: 54,413 shares; 2018Q3: 68,761 shares; 2018Q4: 72,532 shares; 2019Q1: 58,859 shares; 2019Q2: 76,697 shares 76,697 $5.98M 0.05% +17,838 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 16,428 shares; 2018Q2: 15,930 shares; 2018Q3: 16,922 shares; 2018Q4: 21,789 shares; 2019Q1: 34,245 shares; 2019Q2: 40,856 shares 40,856 $5.96M 0.05% +6,611 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,937 shares; 2018Q2: 21,725 shares; 2018Q3: 25,118 shares; 2018Q4: 27,117 shares; 2019Q1: 31,131 shares; 2019Q2: 32,658 shares 32,658 $5.94M 0.05% +1,527 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 229,610 shares 229,610 $5.94M 0.05% new 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 76,551 shares; 2018Q2: 88,197 shares; 2018Q3: 154,995 shares; 2018Q4: 169,960 shares; 2019Q1: 203,802 shares; 2019Q2: 190,899 shares 190,899 $5.93M 0.05% -12,903 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 25,850 shares; 2018Q2: 25,789 shares; 2018Q3: 44,793 shares; 2018Q4: 44,570 shares; 2019Q1: 102,522 shares; 2019Q2: 58,559 shares 58,559 $5.88M 0.05% -43,963 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 68,034 shares; 2018Q2: 67,756 shares; 2018Q3: 72,788 shares; 2018Q4: 80,183 shares; 2019Q1: 80,840 shares; 2019Q2: 81,783 shares 81,783 $5.86M 0.04% +943 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 83,330 shares; 2018Q2: 83,583 shares; 2018Q3: 112,707 shares; 2018Q4: 108,130 shares; 2019Q1: 110,981 shares; 2019Q2: 111,754 shares 111,754 $5.86M 0.04% +773 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 55,709 shares; 2018Q2: 54,366 shares; 2018Q3: 59,959 shares; 2018Q4: 242,377 shares; 2019Q1: 116,796 shares; 2019Q2: 111,639 shares 111,639 $5.86M 0.04% -5,157 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 24,834 shares; 2018Q2: 25,095 shares; 2018Q3: 30,258 shares; 2018Q4: 24,547 shares; 2019Q1: 27,465 shares; 2019Q2: 36,349 shares 36,349 $5.85M 0.04% +8,884 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,700 shares; 2018Q2: 2,676 shares; 2018Q3: 20,062 shares; 2018Q4: 174,318 shares; 2019Q1: 178,613 shares; 2019Q2: 191,209 shares 191,209 $5.83M 0.04% +12,596 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 407,044 shares; 2018Q2: 407,697 shares; 2018Q3: 413,935 shares; 2018Q4: 256,995 shares; 2019Q1: 317,673 shares; 2019Q2: 294,523 shares 294,523 $5.83M 0.04% -23,150 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 31,431 shares; 2018Q2: 28,813 shares; 2018Q3: 73,169 shares; 2018Q4: 66,662 shares; 2019Q1: 78,717 shares; 2019Q2: 71,778 shares 71,778 $5.74M 0.04% -6,939 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 94,316 shares; 2018Q2: 90,795 shares; 2018Q3: 99,405 shares; 2018Q4: 112,874 shares; 2019Q1: 118,576 shares; 2019Q2: 108,203 shares 108,203 $5.74M 0.04% -10,373 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,651 shares; 2018Q2: 874 shares; 2018Q3: 4,019 shares; 2018Q4: 6,127 shares; 2019Q1: 6,401 shares; 2019Q2: 6,816 shares 6,816 $5.72M 0.04% +415 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 57,236 shares; 2018Q2: 55,537 shares; 2018Q3: 64,973 shares; 2018Q4: 59,836 shares; 2019Q1: 64,720 shares; 2019Q2: 66,847 shares 66,847 $5.7M 0.04% +2,127 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 61,206 shares; 2018Q2: 58,494 shares; 2018Q3: 71,736 shares; 2018Q4: 118,511 shares; 2019Q1: 119,393 shares; 2019Q2: 116,160 shares 116,160 $5.68M 0.04% -3,233 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 302,718 shares; 2018Q2: 303,715 shares; 2018Q3: 394,894 shares; 2018Q4: 339,548 shares; 2019Q1: 184,938 shares; 2019Q2: 179,180 shares 179,180 $5.67M 0.04% -5,758 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 270,483 shares; 2018Q2: 283,969 shares; 2018Q3: 319,249 shares; 2018Q4: 255,280 shares; 2019Q1: 278,940 shares; 2019Q2: 409,490 shares 409,490 $5.67M 0.04% +130,550 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 43,375 shares; 2018Q2: 44,940 shares; 2018Q3: 49,710 shares; 2018Q4: 51,373 shares; 2019Q1: 55,399 shares; 2019Q2: 51,175 shares 51,175 $5.66M 0.04% -4,224 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 461,807 shares; 2018Q2: 420,835 shares; 2018Q3: 563,777 shares; 2018Q4: 577,437 shares; 2019Q1: 580,462 shares; 2019Q2: 573,031 shares 573,031 $5.64M 0.04% -7,431 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 18,361 shares; 2018Q2: 19,262 shares; 2018Q3: 25,152 shares; 2018Q4: 30,510 shares; 2019Q1: 32,428 shares; 2019Q2: 39,358 shares 39,358 $5.62M 0.04% +6,930 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 16,857 shares; 2018Q3: 49,032 shares; 2018Q4: 260,565 shares; 2019Q1: 289,649 shares; 2019Q2: 266,265 shares 266,265 $5.62M 0.04% -23,384 XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 7,847 shares; 2018Q2: 6,672 shares; 2018Q3: 8,784 shares; 2018Q4: 15,472 shares; 2019Q1: 49,364 shares; 2019Q2: 47,570 shares 47,570 $5.61M 0.04% -1,794 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 24,469 shares; 2018Q3: 47,833 shares; 2018Q4: 91,833 shares; 2019Q1: 114,245 shares; 2019Q2: 138,496 shares 138,496 $5.58M 0.04% +24,251 IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,226 shares; 2018Q2: 10,590 shares; 2018Q3: 24,555 shares; 2018Q4: 13,753 shares; 2019Q1: 4,755 shares; 2019Q2: 25,432 shares 25,432 $5.54M 0.04% +20,677 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,536 shares; 2018Q2: 25,963 shares; 2018Q3: 40,730 shares; 2018Q4: 45,524 shares; 2019Q1: 54,434 shares; 2019Q2: 54,667 shares 54,667 $5.53M 0.04% +233 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 17,272 shares; 2018Q2: 17,396 shares; 2018Q3: 36,924 shares; 2018Q4: 70,657 shares; 2019Q1: 72,877 shares; 2019Q2: 67,646 shares 67,646 $5.5M 0.04% -5,231 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 16,272 shares; 2018Q2: 15,056 shares; 2018Q3: 30,055 shares; 2018Q4: 26,402 shares; 2019Q1: 51,545 shares; 2019Q2: 44,703 shares 44,703 $5.49M 0.04% -6,842 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 18,474 shares; 2018Q3: 52,968 shares; 2018Q4: 171,341 shares; 2019Q1: 226,324 shares; 2019Q2: 257,774 shares 257,774 $5.48M 0.04% +31,450 IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 3,324 shares; 2018Q2: 3,454 shares; 2018Q3: 5,629 shares; 2018Q4: 10,742 shares; 2019Q1: 32,485 shares; 2019Q2: 37,338 shares 37,338 $5.46M 0.04% +4,853 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,838 shares; 2018Q2: 22,088 shares; 2018Q3: 25,323 shares; 2018Q4: 358,649 shares; 2019Q1: 323,533 shares; 2019Q2: 77,700 shares 77,700 $5.45M 0.04% -245,833 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 7,098 shares; 2018Q2: 7,125 shares; 2018Q3: 16,020 shares; 2018Q4: 13,007 shares; 2019Q1: 17,372 shares; 2019Q2: 33,570 shares 33,570 $5.45M 0.04% +16,198 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 122,983 shares; 2018Q2: 120,579 shares; 2018Q3: 127,309 shares; 2018Q4: 184,597 shares; 2019Q1: 190,293 shares; 2019Q2: 139,750 shares 139,750 $5.39M 0.04% -50,543 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 81,558 shares; 2018Q2: 68,019 shares; 2018Q3: 83,732 shares; 2018Q4: 190,619 shares; 2019Q1: 259,913 shares; 2019Q2: 296,964 shares 296,964 $5.39M 0.04% +37,051 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 51,900 shares; 2018Q2: 49,406 shares; 2018Q3: 55,611 shares; 2018Q4: 59,452 shares; 2019Q1: 60,146 shares; 2019Q2: 65,682 shares 65,682 $5.38M 0.04% +5,536 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 98,412 shares; 2018Q2: 96,265 shares; 2018Q3: 86,990 shares; 2018Q4: 74,173 shares; 2019Q1: 72,740 shares; 2019Q2: 71,424 shares 71,424 $5.37M 0.04% -1,316 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,634 shares; 2018Q2: 30,222 shares; 2018Q3: 33,509 shares; 2018Q4: 26,506 shares; 2019Q1: 27,806 shares; 2019Q2: 30,894 shares 30,894 $5.33M 0.04% +3,088 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,188 shares; 2018Q2: 9,709 shares; 2018Q3: 8,142 shares; 2018Q4: 13,269 shares; 2019Q1: 35,964 shares; 2019Q2: 38,992 shares 38,992 $5.32M 0.04% +3,028 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 22,305 shares; 2018Q2: 23,526 shares; 2018Q3: 33,559 shares; 2018Q4: 333,083 shares; 2019Q1: 361,483 shares; 2019Q2: 374,440 shares 374,440 $5.27M 0.04% +12,957 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 28,960 shares; 2018Q2: 25,243 shares; 2018Q3: 26,363 shares; 2018Q4: 25,619 shares; 2019Q1: 29,635 shares; 2019Q2: 31,714 shares 31,714 $5.26M 0.04% +2,079 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 44,720 shares; 2018Q2: 37,541 shares; 2018Q3: 45,971 shares; 2018Q4: 50,508 shares; 2019Q1: 54,088 shares; 2019Q2: 57,401 shares 57,401 $5.24M 0.04% +3,313 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 170,096 shares; 2018Q2: 167,588 shares; 2018Q3: 228,528 shares; 2018Q4: 199,771 shares; 2019Q1: 291,952 shares; 2019Q2: 218,717 shares 218,717 $5.24M 0.04% -73,235 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,954 shares; 2018Q2: 56,582 shares; 2018Q3: 56,909 shares; 2018Q4: 65,704 shares; 2019Q1: 75,010 shares; 2019Q2: 78,523 shares 78,523 $5.22M 0.04% +3,513 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 15,764 shares; 2018Q2: 14,001 shares; 2018Q3: 14,795 shares; 2018Q4: 21,697 shares; 2019Q1: 25,312 shares; 2019Q2: 47,258 shares 47,258 $5.19M 0.04% +21,946 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 45,551 shares; 2018Q2: 24,491 shares; 2018Q3: 40,013 shares; 2018Q4: 36,965 shares; 2019Q1: 50,109 shares; 2019Q2: 73,532 shares 73,532 $5.19M 0.04% +23,423 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 4,750 shares; 2018Q2: 5,400 shares; 2018Q3: 7,281 shares; 2018Q4: 9,548 shares; 2019Q1: 95,058 shares; 2019Q2: 136,211 shares 136,211 $5.18M 0.04% +41,153 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 43,719 shares; 2018Q2: 42,490 shares; 2018Q3: 51,492 shares; 2018Q4: 90,957 shares; 2019Q1: 95,118 shares; 2019Q2: 66,758 shares 66,758 $5.17M 0.04% -28,360 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,347 shares; 2018Q2: 59,819 shares; 2018Q3: 78,077 shares; 2018Q4: 76,954 shares; 2019Q1: 73,048 shares; 2019Q2: 61,465 shares 61,465 $5.04M 0.04% -11,583 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,269 shares; 2018Q2: 55,077 shares; 2018Q3: 68,989 shares; 2018Q4: 65,097 shares; 2019Q1: 112,272 shares; 2019Q2: 113,191 shares 113,191 $5M 0.04% +919 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 61,046 shares; 2018Q2: 57,812 shares; 2018Q3: 68,787 shares; 2018Q4: 90,986 shares; 2019Q1: 91,538 shares; 2019Q2: 90,525 shares 90,525 $4.99M 0.04% -1,013 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 77,465 shares; 2018Q2: 129,468 shares; 2018Q3: 133,152 shares; 2018Q4: 112,818 shares; 2019Q1: 107,087 shares; 2019Q2: 124,938 shares 124,938 $4.97M 0.04% +17,851 CXSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,396 shares; 2018Q2: 3,408 shares; 2018Q3: 2,845 shares; 2018Q4: 2,083 shares; 2019Q1: 1,621 shares; 2019Q2: 66,464 shares 66,464 $4.92M 0.04% +64,843 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,587 shares; 2018Q2: 67,466 shares; 2018Q3: 94,938 shares; 2018Q4: 70,200 shares; 2019Q1: 70,033 shares; 2019Q2: 69,417 shares 69,417 $4.91M 0.04% -616 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 9,504 shares; 2018Q3: 25,162 shares; 2018Q4: 33,732 shares; 2019Q1: 35,053 shares; 2019Q2: 27,623 shares 27,623 $4.9M 0.04% -7,430 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 37,694 shares; 2018Q2: 37,194 shares; 2018Q3: 22,254 shares; 2018Q4: 32,769 shares; 2019Q1: 31,939 shares; 2019Q2: 32,684 shares 32,684 $4.88M 0.04% +745 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 25,812 shares; 2018Q2: 25,446 shares; 2018Q3: 31,492 shares; 2018Q4: 37,848 shares; 2019Q1: 39,544 shares; 2019Q2: 43,220 shares 43,220 $4.88M 0.04% +3,676 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 1,105 shares; 2018Q2: 1,105 shares; 2018Q3: 705 shares; 2018Q4: 625 shares; 2019Q1: 58,158 shares; 2019Q2: 94,824 shares 94,824 $4.86M 0.04% +36,666 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 50,439 shares; 2018Q2: 48,885 shares; 2018Q3: 67,118 shares; 2018Q4: 76,929 shares; 2019Q1: 104,917 shares; 2019Q2: 120,125 shares 120,125 $4.83M 0.04% +15,208 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 299,754 shares; 2018Q2: 286,853 shares; 2018Q3: 364,714 shares; 2018Q4: 405,828 shares; 2019Q1: 433,150 shares; 2019Q2: 165,520 shares 165,520 $4.83M 0.04% -267,630 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 233,075 shares 233,075 $4.82M 0.04% new CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 66,803 shares; 2018Q2: 58,944 shares; 2018Q3: 75,183 shares; 2018Q4: 85,141 shares; 2019Q1: 48,430 shares; 2019Q2: 52,135 shares 52,135 $4.82M 0.04% +3,705 RWJ 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 75,975 shares 75,975 $4.8M 0.04% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 21,642 shares; 2018Q2: 20,479 shares; 2018Q3: 23,860 shares; 2018Q4: 27,179 shares; 2019Q1: 43,245 shares; 2019Q2: 29,957 shares 29,957 $4.78M 0.04% -13,288 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 83,479 shares; 2018Q2: 16,992 shares; 2018Q3: 16,953 shares; 2018Q4: 144,962 shares; 2019Q1: 150,370 shares; 2019Q2: 78,301 shares 78,301 $4.77M 0.04% -72,069 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 22,634 shares; 2018Q2: 29,898 shares; 2018Q3: 46,097 shares; 2018Q4: 60,366 shares; 2019Q1: 62,375 shares; 2019Q2: 69,204 shares 69,204 $4.76M 0.04% +6,829 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 75,954 shares; 2018Q2: 68,566 shares; 2018Q3: 75,126 shares; 2018Q4: 92,847 shares; 2019Q1: 96,929 shares; 2019Q2: 101,080 shares 101,080 $4.76M 0.04% +4,151 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 26,731 shares; 2018Q2: 27,108 shares; 2018Q3: 31,165 shares; 2018Q4: 32,873 shares; 2019Q1: 33,184 shares; 2019Q2: 35,374 shares 35,374 $4.75M 0.04% +2,190 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,093 shares; 2018Q2: 46,418 shares; 2018Q3: 84,030 shares; 2018Q4: 75,827 shares; 2019Q1: 94,805 shares; 2019Q2: 87,835 shares 87,835 $4.74M 0.04% -6,970 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,827 shares; 2018Q2: 26,120 shares; 2018Q3: 38,055 shares; 2018Q4: 25,534 shares; 2019Q1: 23,598 shares; 2019Q2: 28,367 shares 28,367 $4.73M 0.04% +4,769 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 4,517 shares; 2018Q2: 2,531 shares; 2018Q3: 3,235 shares; 2018Q4: 3,194 shares; 2019Q1: 3,155 shares; 2019Q2: 57,797 shares 57,797 $4.72M 0.04% +54,642 Timeline VOOV 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 3,180 shares; 2018Q2: 2,850 shares; 2018Q3: 2,861 shares; 2018Q4: 2,536 shares; 2019Q1: 23,057 shares; 2019Q2: 41,952 shares 41,952 $4.72M 0.04% +18,895 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,939 shares; 2018Q2: 56,276 shares; 2018Q3: 140,469 shares; 2018Q4: 19,036 shares; 2019Q1: 86,005 shares; 2019Q2: 105,849 shares 105,849 $4.71M 0.04% +19,844 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,466 shares; 2018Q2: 19,889 shares; 2018Q3: 20,745 shares; 2018Q4: 24,767 shares; 2019Q1: 33,738 shares; 2019Q2: 48,525 shares 48,525 $4.7M 0.04% +14,787 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 91,461 shares; 2018Q2: 88,009 shares; 2018Q3: 98,609 shares; 2018Q4: 76,953 shares; 2019Q1: 77,961 shares; 2019Q2: 82,679 shares 82,679 $4.69M 0.04% +4,718 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 168,902 shares; 2019Q1: 159,753 shares; 2019Q2: 134,805 shares 134,805 $4.69M 0.04% -24,948 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 393,968 shares; 2018Q2: 406,919 shares; 2018Q3: 560,189 shares; 2018Q4: 631,869 shares; 2019Q1: 664,152 shares; 2019Q2: 174,601 shares 174,601 $4.69M 0.04% -489,551 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 8,281 shares; 2018Q2: 8,648 shares; 2018Q3: 12,478 shares; 2018Q4: 13,322 shares; 2019Q1: 8,579 shares; 2019Q2: 8,938 shares 8,938 $4.69M 0.04% +359 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 56,970 shares; 2018Q2: 50,651 shares; 2018Q3: 66,169 shares; 2018Q4: 95,370 shares; 2019Q1: 82,537 shares; 2019Q2: 83,680 shares 83,680 $4.68M 0.04% +1,143 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 152,770 shares; 2018Q2: 147,814 shares; 2018Q3: 181,660 shares; 2018Q4: 224,605 shares; 2019Q1: 238,151 shares; 2019Q2: 260,553 shares 260,553 $4.67M 0.04% +22,402 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 35,453 shares; 2018Q2: 26,926 shares; 2018Q3: 29,126 shares; 2018Q4: 31,634 shares; 2019Q1: 34,737 shares; 2019Q2: 33,924 shares 33,924 $4.66M 0.04% -813 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,168 shares; 2018Q2: 13,787 shares; 2018Q3: 16,258 shares; 2018Q4: 19,486 shares; 2019Q1: 26,386 shares; 2019Q2: 22,751 shares 22,751 $4.66M 0.04% -3,635 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 123,811 shares; 2018Q2: 127,879 shares; 2018Q3: 148,390 shares; 2018Q4: 135,833 shares; 2019Q1: 148,852 shares; 2019Q2: 149,364 shares 149,364 $4.63M 0.04% +512 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 17,111 shares; 2018Q2: 17,177 shares; 2018Q3: 20,141 shares; 2018Q4: 41,025 shares; 2019Q1: 37,859 shares; 2019Q2: 36,503 shares 36,503 $4.62M 0.04% -1,356 VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 3,597 shares; 2018Q2: 5,953 shares; 2018Q3: 8,140 shares; 2018Q4: 9,731 shares; 2019Q1: 25,877 shares; 2019Q2: 69,835 shares 69,835 $4.61M 0.04% +43,958 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 59,896 shares; 2018Q2: 63,626 shares; 2018Q3: 110,957 shares; 2018Q4: 194,723 shares; 2019Q1: 203,848 shares; 2019Q2: 224,544 shares 224,544 $4.6M 0.04% +20,696 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 50,852 shares; 2018Q2: 46,434 shares; 2018Q3: 66,614 shares; 2018Q4: 76,327 shares; 2019Q1: 99,770 shares; 2019Q2: 105,765 shares 105,765 $4.58M 0.04% +5,995 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 22,820 shares; 2018Q2: 22,013 shares; 2018Q3: 24,226 shares; 2018Q4: 24,338 shares; 2019Q1: 27,268 shares; 2019Q2: 26,562 shares 26,562 $4.58M 0.04% -706 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,069 shares; 2018Q2: 13,937 shares; 2018Q3: 17,271 shares; 2018Q4: 20,668 shares; 2019Q1: 54,070 shares; 2019Q2: 52,420 shares 52,420 $4.55M 0.03% -1,650 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 79,842 shares; 2018Q2: 122,744 shares; 2018Q3: 175,874 shares; 2018Q4: 175,314 shares; 2019Q1: 173,801 shares; 2019Q2: 180,755 shares 180,755 $4.55M 0.03% +6,954 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,439 shares; 2018Q2: 31,846 shares; 2018Q3: 54,425 shares; 2018Q4: 57,494 shares; 2019Q1: 52,827 shares; 2019Q2: 62,678 shares 62,678 $4.54M 0.03% +9,851 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 12,238 shares; 2018Q2: 12,457 shares; 2018Q3: 17,279 shares; 2018Q4: 22,872 shares; 2019Q1: 24,377 shares; 2019Q2: 24,579 shares 24,579 $4.54M 0.03% +202 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 278,895 shares; 2018Q4: 397,603 shares; 2019Q1: 427,747 shares; 2019Q2: 415,354 shares 415,354 $4.53M 0.03% -12,393 ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,809 shares; 2018Q2: 1,911 shares; 2018Q3: 6,801 shares; 2018Q4: 8,688 shares; 2019Q1: 9,975 shares; 2019Q2: 12,101 shares 12,101 $4.46M 0.03% +2,126 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 111,769 shares; 2018Q3: 128,654 shares; 2018Q4: 138,592 shares; 2019Q1: 126,825 shares; 2019Q2: 120,634 shares 120,634 $4.45M 0.03% -6,191 Timeline WBIL ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 129,629 shares; 2018Q2: 122,697 shares; 2018Q3: 97,174 shares; 2018Q4: 81,300 shares; 2019Q1: 58,105 shares; 2019Q2: 163,324 shares 163,324 $4.44M 0.03% +105,219 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 9,011 shares; 2018Q2: 8,671 shares; 2018Q3: 11,176 shares; 2018Q4: 10,755 shares; 2019Q1: 12,728 shares; 2019Q2: 12,008 shares 12,008 $4.43M 0.03% -720 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 135,159 shares; 2018Q2: 140,318 shares; 2018Q3: 196,651 shares; 2018Q4: 237,724 shares; 2019Q1: 225,557 shares; 2019Q2: 212,279 shares 212,279 $4.43M 0.03% -13,278 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,399 shares; 2018Q2: 2,611 shares; 2018Q3: 14,253 shares; 2018Q4: 53,552 shares; 2019Q1: 59,992 shares; 2019Q2: 49,237 shares 49,237 $4.42M 0.03% -10,755 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 20,874 shares; 2018Q2: 22,386 shares; 2018Q3: 29,630 shares; 2018Q4: 27,965 shares; 2019Q1: 23,752 shares; 2019Q2: 23,688 shares 23,688 $4.42M 0.03% -64 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 115,866 shares; 2018Q2: 125,293 shares; 2018Q3: 150,302 shares; 2018Q4: 114,896 shares; 2019Q1: 104,047 shares; 2019Q2: 82,590 shares 82,590 $4.41M 0.03% -21,457 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 199,477 shares; 2018Q2: 205,179 shares; 2018Q3: 229,567 shares; 2018Q4: 245,836 shares; 2019Q1: 277,128 shares; 2019Q2: 277,842 shares 277,842 $4.41M 0.03% +714 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 16,645 shares; 2018Q2: 17,108 shares; 2018Q3: 25,563 shares; 2018Q4: 46,580 shares; 2019Q1: 56,209 shares; 2019Q2: 54,958 shares 54,958 $4.41M 0.03% -1,251 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 46,800 shares; 2018Q2: 127,090 shares; 2018Q3: 67,666 shares; 2018Q4: 183,043 shares; 2019Q1: 175,145 shares; 2019Q2: 87,014 shares 87,014 $4.4M 0.03% -88,131 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 105,017 shares; 2018Q2: 108,967 shares; 2018Q3: 124,858 shares; 2018Q4: 126,679 shares; 2019Q1: 139,641 shares; 2019Q2: 162,357 shares 162,357 $4.4M 0.03% +22,716 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 83,403 shares; 2018Q2: 95,732 shares; 2018Q3: 101,687 shares; 2018Q4: 113,612 shares; 2019Q1: 101,876 shares; 2019Q2: 113,820 shares 113,820 $4.39M 0.03% +11,944 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 15,941 shares; 2018Q2: 6,363 shares; 2018Q3: 9,362 shares; 2018Q4: 15,654 shares; 2019Q1: 36,150 shares; 2019Q2: 34,508 shares 34,508 $4.38M 0.03% -1,642 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 155,614 shares; 2018Q2: 153,146 shares; 2018Q3: 196,006 shares; 2018Q4: 227,121 shares; 2019Q1: 238,828 shares; 2019Q2: 267,979 shares 267,979 $4.38M 0.03% +29,151 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 156,229 shares; 2018Q2: 158,251 shares; 2018Q3: 163,942 shares; 2018Q4: 160,324 shares; 2019Q1: 159,766 shares; 2019Q2: 183,057 shares 183,057 $4.37M 0.03% +23,291 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 8,567 shares; 2018Q2: 9,219 shares; 2018Q3: 11,932 shares; 2018Q4: 13,072 shares; 2019Q1: 40,960 shares; 2019Q2: 44,732 shares 44,732 $4.37M 0.03% +3,772 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 21,652 shares; 2018Q2: 23,303 shares; 2018Q3: 50,230 shares; 2018Q4: 89,452 shares; 2019Q1: 106,619 shares; 2019Q2: 89,377 shares 89,377 $4.37M 0.03% -17,242 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 25,275 shares; 2018Q2: 24,652 shares; 2018Q3: 29,263 shares; 2018Q4: 35,181 shares; 2019Q1: 39,473 shares; 2019Q2: 45,538 shares 45,538 $4.37M 0.03% +6,065 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 62,113 shares; 2018Q2: 62,245 shares; 2018Q3: 74,549 shares; 2018Q4: 148,328 shares; 2019Q1: 143,244 shares; 2019Q2: 111,621 shares 111,621 $4.36M 0.03% -31,623 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 103,044 shares; 2018Q2: 96,340 shares; 2018Q3: 112,944 shares; 2018Q4: 225,307 shares; 2019Q1: 230,623 shares; 2019Q2: 233,915 shares 233,915 $4.32M 0.03% +3,292 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 33,122 shares; 2018Q2: 42,827 shares; 2018Q3: 106,794 shares; 2018Q4: 108,752 shares; 2019Q1: 133,158 shares; 2019Q2: 121,458 shares 121,458 $4.32M 0.03% -11,700 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 50,831 shares; 2018Q2: 46,728 shares; 2018Q3: 73,855 shares; 2018Q4: 78,918 shares; 2019Q1: 81,036 shares; 2019Q2: 78,655 shares 78,655 $4.31M 0.03% -2,381 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 19,184 shares; 2018Q2: 39,989 shares; 2018Q3: 41,964 shares; 2018Q4: 27,364 shares; 2019Q1: 22,262 shares; 2019Q2: 22,466 shares 22,466 $4.31M 0.03% +204 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 4,658 shares; 2018Q2: 7,850 shares; 2018Q3: 11,661 shares; 2018Q4: 13,247 shares; 2019Q1: 28,467 shares; 2019Q2: 84,199 shares 84,199 $4.29M 0.03% +55,732 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,744 shares; 2018Q2: 3,266 shares; 2018Q3: 31,245 shares; 2018Q4: 54,372 shares; 2019Q1: 44,200 shares; 2019Q2: 47,323 shares 47,323 $4.29M 0.03% +3,123 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 27,398 shares; 2018Q2: 32,632 shares; 2018Q3: 42,707 shares; 2018Q4: 68,002 shares; 2019Q1: 63,136 shares; 2019Q2: 86,816 shares 86,816 $4.28M 0.03% +23,680 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,027 shares; 2018Q2: 2,898 shares; 2018Q3: 2,434 shares; 2018Q4: 1,951 shares; 2019Q1: 4,248 shares; 2019Q2: 5,837 shares 5,837 $4.28M 0.03% +1,589 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 86,516 shares 86,516 $4.27M 0.03% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 93,494 shares; 2018Q2: 76,765 shares; 2018Q3: 129,457 shares; 2018Q4: 120,509 shares; 2019Q1: 231,464 shares; 2019Q2: 254,428 shares 254,428 $4.27M 0.03% +22,964 Timeline PCY 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 53,791 shares; 2018Q3: 52,597 shares; 2018Q4: 47,342 shares; 2019Q1: 54,610 shares; 2019Q2: 146,949 shares 146,949 $4.27M 0.03% +92,339 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 70,251 shares; 2018Q2: 70,716 shares; 2018Q3: 93,439 shares; 2018Q4: 100,750 shares; 2019Q1: 112,133 shares; 2019Q2: 108,843 shares 108,843 $4.26M 0.03% -3,290 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 75,807 shares; 2018Q2: 72,658 shares; 2018Q3: 79,495 shares; 2018Q4: 77,901 shares; 2019Q1: 77,186 shares; 2019Q2: 83,862 shares 83,862 $4.21M 0.03% +6,676 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 51,477 shares; 2018Q2: 50,485 shares; 2018Q3: 50,086 shares; 2018Q4: 56,076 shares; 2019Q1: 70,029 shares; 2019Q2: 82,488 shares 82,488 $4.19M 0.03% +12,459 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,971 shares; 2018Q2: 30,383 shares; 2018Q3: 47,659 shares; 2018Q4: 50,175 shares; 2019Q1: 44,164 shares; 2019Q2: 45,194 shares 45,194 $4.18M 0.03% +1,030 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 49,509 shares; 2018Q2: 57,430 shares; 2018Q3: 77,603 shares; 2018Q4: 89,942 shares; 2019Q1: 94,497 shares; 2019Q2: 133,338 shares 133,338 $4.17M 0.03% +38,841 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 30,267 shares; 2018Q2: 26,370 shares; 2018Q3: 28,289 shares; 2018Q4: 29,142 shares; 2019Q1: 29,952 shares; 2019Q2: 30,952 shares 30,952 $4.16M 0.03% +1,000 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 52,172 shares; 2018Q2: 56,790 shares; 2018Q3: 70,536 shares; 2018Q4: 68,541 shares; 2019Q1: 67,629 shares; 2019Q2: 67,543 shares 67,543 $4.15M 0.03% -86 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 32,925 shares; 2018Q2: 32,815 shares; 2018Q3: 48,763 shares; 2018Q4: 52,294 shares; 2019Q1: 53,285 shares; 2019Q2: 55,005 shares 55,005 $4.12M 0.03% +1,720 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 2,103 shares; 2018Q2: 2,103 shares; 2018Q3: 2,618 shares; 2018Q4: 45,097 shares; 2019Q1: 69,387 shares; 2019Q2: 81,470 shares 81,470 $4.11M 0.03% +12,083 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 61,028 shares; 2018Q2: 70,156 shares; 2018Q3: 81,604 shares; 2018Q4: 81,415 shares; 2019Q1: 82,166 shares; 2019Q2: 73,243 shares 73,243 $4.09M 0.03% -8,923 PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 11,419 shares; 2018Q2: 14,146 shares; 2018Q3: 35,270 shares; 2018Q4: 51,356 shares; 2019Q1: 57,951 shares; 2019Q2: 50,925 shares 50,925 $4.08M 0.03% -7,026 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 87,395 shares; 2018Q2: 85,256 shares; 2018Q3: 98,699 shares; 2018Q4: 66,689 shares; 2019Q1: 114,068 shares; 2019Q2: 132,262 shares 132,262 $4.07M 0.03% +18,194 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 305 shares; 2018Q2: 4,291 shares; 2018Q3: 1,043 shares; 2018Q4: 9,035 shares; 2019Q1: 14,250 shares; 2019Q2: 27,460 shares 27,460 $4.03M 0.03% +13,210 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,507 shares; 2018Q2: 15,103 shares; 2018Q3: 22,899 shares; 2018Q4: 23,326 shares; 2019Q1: 26,555 shares; 2019Q2: 30,884 shares 30,884 $4.02M 0.03% +4,329 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 123,558 shares; 2018Q2: 119,471 shares; 2018Q3: 177,976 shares; 2018Q4: 219,800 shares; 2019Q1: 180,309 shares; 2019Q2: 192,958 shares 192,958 $4.01M 0.03% +12,649 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 15,730 shares; 2018Q2: 14,217 shares; 2018Q3: 18,073 shares; 2018Q4: 97,365 shares; 2019Q1: 92,748 shares; 2019Q2: 79,840 shares 79,840 $4.01M 0.03% -12,908 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 14,796 shares; 2018Q2: 12,052 shares; 2018Q3: 18,256 shares; 2018Q4: 40,365 shares; 2019Q1: 54,721 shares; 2019Q2: 114,851 shares 114,851 $4M 0.03% +60,130 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 40,138 shares; 2018Q2: 37,029 shares; 2018Q3: 53,831 shares; 2018Q4: 115,019 shares; 2019Q1: 116,907 shares; 2019Q2: 126,344 shares 126,344 $3.99M 0.03% +9,437 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 5,426 shares; 2018Q2: 5,662 shares; 2018Q3: 23,399 shares; 2018Q4: 19,147 shares; 2019Q1: 31,220 shares; 2019Q2: 24,627 shares 24,627 $3.99M 0.03% -6,593 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 41,149 shares; 2018Q2: 39,569 shares; 2018Q3: 52,490 shares; 2018Q4: 55,319 shares; 2019Q1: 55,028 shares; 2019Q2: 59,656 shares 59,656 $3.99M 0.03% +4,628 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 89,166 shares; 2018Q3: 69,343 shares; 2018Q4: 468,531 shares; 2019Q1: 288,328 shares; 2019Q2: 241,943 shares 241,943 $3.97M 0.03% -46,385 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 47,660 shares; 2018Q2: 60,967 shares; 2018Q3: 64,818 shares; 2018Q4: 86,678 shares; 2019Q1: 135,656 shares; 2019Q2: 277,080 shares 277,080 $3.96M 0.03% +141,424 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 20,465 shares; 2018Q3: 56,821 shares; 2018Q4: 91,688 shares; 2019Q1: 175,915 shares; 2019Q2: 186,826 shares 186,826 $3.96M 0.03% +10,911 AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 59,785 shares; 2018Q2: 57,915 shares; 2018Q3: 67,147 shares; 2018Q4: 72,766 shares; 2019Q1: 78,214 shares; 2019Q2: 111,343 shares 111,343 $3.94M 0.03% +33,129 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 13,392 shares; 2018Q2: 10,036 shares; 2018Q3: 17,019 shares; 2018Q4: 27,021 shares; 2019Q1: 33,633 shares; 2019Q2: 64,768 shares 64,768 $3.93M 0.03% +31,135 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 5,005 shares; 2018Q2: 11,603 shares; 2018Q3: 11,852 shares; 2018Q4: 20,122 shares; 2019Q1: 63,216 shares; 2019Q2: 76,265 shares 76,265 $3.92M 0.03% +13,049 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 121,823 shares; 2018Q2: 136,301 shares; 2018Q3: 145,224 shares; 2018Q4: 125,082 shares; 2019Q1: 111,134 shares; 2019Q2: 110,801 shares 110,801 $3.91M 0.03% -333 Timeline 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 132,441 shares; 2018Q2: 125,805 shares; 2018Q3: 98,792 shares; 2018Q4: 84,401 shares; 2019Q1: 123,072 shares; 2019Q2: 143,734 shares 143,734 $3.9M 0.03% +20,662 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: 51,139 shares; 2018Q3: 52,175 shares; 2018Q4: 69,662 shares; 2019Q1: 71,969 shares; 2019Q2: 62,233 shares 62,233 $3.9M 0.03% -9,736 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 62,733 shares; 2018Q2: 55,665 shares; 2018Q3: 61,138 shares; 2018Q4: 73,120 shares; 2019Q1: 72,191 shares; 2019Q2: 81,212 shares 81,212 $3.89M 0.03% +9,021 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 452,076 shares; 2018Q2: 418,310 shares; 2018Q3: 423,215 shares; 2018Q4: 466,447 shares; 2019Q1: 412,528 shares; 2019Q2: 380,884 shares 380,884 $3.89M 0.03% -31,644 RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 4,696 shares; 2018Q2: 6,829 shares; 2018Q3: 14,702 shares; 2018Q4: 9,466 shares; 2019Q1: 25,969 shares; 2019Q2: 39,294 shares 39,294 $3.88M 0.03% +13,325 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 23,081 shares; 2018Q2: 22,221 shares; 2018Q3: 24,544 shares; 2018Q4: 25,248 shares; 2019Q1: 19,259 shares; 2019Q2: 25,886 shares 25,886 $3.87M 0.03% +6,627 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 80,694 shares; 2018Q2: 76,652 shares; 2018Q3: 84,700 shares; 2018Q4: 77,100 shares; 2019Q1: 81,647 shares; 2019Q2: 82,721 shares 82,721 $3.85M 0.03% +1,074 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 206,738 shares; 2018Q2: 251,976 shares; 2018Q3: 284,943 shares; 2018Q4: 259,836 shares; 2019Q1: 274,826 shares; 2019Q2: 284,717 shares 284,717 $3.84M 0.03% +9,891 KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 86,895 shares; 2018Q2: 91,344 shares; 2018Q3: 139,080 shares; 2018Q4: 163,366 shares; 2019Q1: 205,955 shares; 2019Q2: 216,329 shares 216,329 $3.84M 0.03% +10,374 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 29,506 shares; 2018Q2: 24,817 shares; 2018Q3: 36,858 shares; 2018Q4: 35,190 shares; 2019Q1: 32,091 shares; 2019Q2: 29,957 shares 29,957 $3.83M 0.03% -2,134 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 10,448 shares; 2018Q2: 10,075 shares; 2018Q3: 13,710 shares; 2018Q4: 10,549 shares; 2019Q1: 11,840 shares; 2019Q2: 11,029 shares 11,029 $3.83M 0.03% -811 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; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 165,913 shares; 2018Q2: 156,902 shares; 2018Q3: 113,878 shares; 2018Q4: 95,987 shares; 2019Q1: 116,851 shares; 2019Q2: 142,827 shares 142,827 $3.82M 0.03% +25,976 GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 127,887 shares; 2018Q2: 120,835 shares; 2018Q3: 135,351 shares; 2018Q4: 139,217 shares; 2019Q1: 134,555 shares; 2019Q2: 114,540 shares 114,540 $3.81M 0.03% -20,015 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 7,587 shares; 2018Q2: 8,960 shares; 2018Q3: 8,075 shares; 2018Q4: 11,882 shares; 2019Q1: 15,039 shares; 2019Q2: 18,294 shares 18,294 $3.81M 0.03% +3,255 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 54,171 shares; 2018Q2: 104,019 shares; 2018Q3: 58,518 shares; 2018Q4: 59,998 shares; 2019Q1: 64,828 shares; 2019Q2: 68,211 shares 68,211 $3.8M 0.03% +3,383 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: 37,219 shares; 2018Q2: 29,437 shares; 2018Q3: 37,703 shares; 2018Q4: 38,154 shares; 2019Q1: 48,341 shares; 2019Q2: 83,179 shares 83,179 $3.78M 0.03% +34,838 Timeline