AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,925 shares; 2024Q4: 129,031 shares; 2025Q1: 128,330 shares; 2025Q2: 128,330 shares; 2025Q3: 145,598 shares; 2025Q4: 161,471 shares; 2026Q1: 179,647 shares; 2026Q2: 209,287 shares 209,287 $26.8M 3.32% +29,640 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 171,343 shares; 2025Q1: 209,457 shares; 2025Q2: 209,457 shares; 2025Q3: 208,581 shares; 2025Q4: 223,117 shares; 2026Q1: 251,100 shares; 2026Q2: 311,203 shares 311,203 $24.8M 3.07% +60,103 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,956 shares; 2024Q4: 189,312 shares; 2025Q1: 214,206 shares; 2025Q2: 214,206 shares; 2025Q3: 249,998 shares; 2025Q4: 285,063 shares; 2026Q1: 337,045 shares; 2026Q2: 468,514 shares 468,514 $20.8M 2.58% +131,469 Timeline JFLX 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386,223 shares 386,223 $19.3M 2.39% new Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,159 shares; 2024Q4: 139,575 shares; 2025Q1: 151,150 shares; 2025Q2: 151,150 shares; 2025Q3: 192,579 shares; 2025Q4: 228,257 shares; 2026Q1: 261,202 shares; 2026Q2: 357,877 shares 357,877 $18.1M 2.25% +96,675 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 88,134 shares; 2025Q1: 212,399 shares; 2025Q2: 212,399 shares; 2025Q3: 221,065 shares; 2025Q4: 234,725 shares; 2026Q1: 261,803 shares; 2026Q2: 367,976 shares 367,976 $17.6M 2.18% +106,173 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,178 shares; 2024Q4: 110,392 shares; 2025Q1: 116,241 shares; 2025Q2: 116,241 shares; 2025Q3: 110,702 shares; 2025Q4: 111,084 shares; 2026Q1: 111,567 shares; 2026Q2: 135,602 shares 135,602 $17.1M 2.12% +24,035 Timeline JMOM 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; 2024Q3: 178,482 shares; 2024Q4: 178,109 shares; 2025Q1: 171,997 shares; 2025Q2: 171,997 shares; 2025Q3: 163,440 shares; 2025Q4: 174,934 shares; 2026Q1: 188,864 shares; 2026Q2: 206,445 shares 206,445 $17M 2.1% +17,581 Timeline JMUB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336,222 shares 336,222 $16.8M 2.08% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,736 shares; 2024Q4: 87,792 shares; 2025Q1: 86,568 shares; 2025Q2: 86,568 shares; 2025Q3: 82,066 shares; 2025Q4: 83,246 shares; 2026Q1: 83,927 shares; 2026Q2: 102,562 shares 102,562 $16.7M 2.07% +18,635 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329,401 shares 329,401 $16.7M 2.07% new Timeline IUS 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; 2024Q3: 201,454 shares; 2024Q4: 206,682 shares; 2025Q1: 208,138 shares; 2025Q2: 208,138 shares; 2025Q3: 196,574 shares; 2025Q4: 196,792 shares; 2026Q1: 203,325 shares; 2026Q2: 247,525 shares 247,525 $16.6M 2.05% +44,200 Timeline QEFA 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; 2024Q3: 122,495 shares; 2024Q4: 127,005 shares; 2025Q1: 121,380 shares; 2025Q2: 121,380 shares; 2025Q3: 116,732 shares; 2025Q4: 130,742 shares; 2026Q1: 137,271 shares; 2026Q2: 149,024 shares 149,024 $14.5M 1.8% +11,753 Timeline JAVA 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; 2024Q3: 151,497 shares; 2024Q4: 150,663 shares; 2025Q1: 156,817 shares; 2025Q2: 156,817 shares; 2025Q3: 136,285 shares; 2025Q4: 150,472 shares; 2026Q1: 153,392 shares; 2026Q2: 179,615 shares 179,615 $14.4M 1.78% +26,223 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; 2024Q3: not reported; 2024Q4: 170,531 shares; 2025Q1: 188,292 shares; 2025Q2: 188,292 shares; 2025Q3: 186,396 shares; 2025Q4: 206,092 shares; 2026Q1: 219,774 shares; 2026Q2: 257,043 shares 257,043 $14.1M 1.75% +37,269 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131,343 shares 131,343 $13.2M 1.64% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,137 shares; 2024Q4: 57,391 shares; 2025Q1: 51,336 shares; 2025Q2: 51,336 shares; 2025Q3: 43,753 shares; 2025Q4: 48,467 shares; 2026Q1: 50,470 shares; 2026Q2: 60,788 shares 60,788 $13.2M 1.64% +10,318 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,968 shares; 2024Q4: 125,860 shares; 2025Q1: 88,722 shares; 2025Q2: 88,722 shares; 2025Q3: 98,257 shares; 2025Q4: 116,132 shares; 2026Q1: 125,335 shares; 2026Q2: 145,160 shares 145,160 $13.1M 1.63% +19,825 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,839 shares; 2026Q2: 225,837 shares 225,837 $12.1M 1.5% -17,002 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425,045 shares 425,045 $11.9M 1.48% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,212 shares; 2025Q4: 139,839 shares; 2026Q1: 149,851 shares; 2026Q2: 247,496 shares 247,496 $11.5M 1.42% +97,645 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 243,493 shares 243,493 $10.8M 1.34% new Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,141 shares; 2024Q4: 29,133 shares; 2025Q1: 33,953 shares; 2025Q2: 33,953 shares; 2025Q3: 33,339 shares; 2025Q4: 39,018 shares; 2026Q1: 42,357 shares; 2026Q2: 57,189 shares 57,189 $10.7M 1.33% +14,832 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; 2024Q3: 114,900 shares; 2024Q4: 115,588 shares; 2025Q1: 121,311 shares; 2025Q2: 121,311 shares; 2025Q3: 102,397 shares; 2025Q4: 109,266 shares; 2026Q1: 110,429 shares; 2026Q2: 121,370 shares 121,370 $10.7M 1.32% +10,941 Timeline JPIB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207,372 shares 207,372 $9.92M 1.23% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,528 shares; 2024Q4: 22,686 shares; 2025Q1: 16,292 shares; 2025Q2: 16,292 shares; 2025Q3: 15,444 shares; 2025Q4: 14,653 shares; 2026Q1: 29,174 shares; 2026Q2: 29,309 shares 29,309 $9.55M 1.18% +135 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; 2024Q3: 28,804 shares; 2024Q4: 28,661 shares; 2025Q1: 25,255 shares; 2025Q2: 25,255 shares; 2025Q3: 25,795 shares; 2025Q4: 24,450 shares; 2026Q1: 24,178 shares; 2026Q2: 25,786 shares 25,786 $9.51M 1.18% +1,608 Timeline JIRE 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; 2024Q3: 62,720 shares; 2024Q4: 49,992 shares; 2025Q1: 55,033 shares; 2025Q2: 55,033 shares; 2025Q3: 50,408 shares; 2025Q4: 61,008 shares; 2026Q1: 64,557 shares; 2026Q2: 107,579 shares 107,579 $8.89M 1.1% +43,022 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,344 shares; 2024Q4: 82,391 shares; 2025Q1: 134,567 shares; 2025Q2: 134,567 shares; 2025Q3: 208,347 shares; 2025Q4: 208,810 shares; 2026Q1: 225,155 shares; 2026Q2: 334,882 shares 334,882 $8.83M 1.09% +109,727 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,681 shares; 2024Q4: 6,325 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 7,550 shares; 2025Q4: 7,101 shares; 2026Q1: 24,979 shares; 2026Q2: 22,202 shares 22,202 $8.67M 1.07% -2,777 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; 2024Q3: 166,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216,650 shares; 2026Q1: 236,006 shares; 2026Q2: 260,749 shares 260,749 $8.64M 1.07% +24,743 Timeline RDVI 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; 2024Q3: 54,766 shares; 2024Q4: 62,401 shares; 2025Q1: 109,947 shares; 2025Q2: 109,947 shares; 2025Q3: 181,733 shares; 2025Q4: 185,665 shares; 2026Q1: 197,467 shares; 2026Q2: 294,973 shares 294,973 $8.5M 1.05% +97,506 Timeline JIII JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165,509 shares 165,509 $8.21M 1.02% new Timeline FTHI 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; 2024Q3: 64,810 shares; 2024Q4: 74,563 shares; 2025Q1: 117,263 shares; 2025Q2: 117,263 shares; 2025Q3: 192,614 shares; 2025Q4: 199,481 shares; 2026Q1: 218,950 shares; 2026Q2: 341,988 shares 341,988 $8.15M 1.01% +123,038 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,751 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 8,146 shares; 2025Q4: 7,921 shares; 2026Q1: 24,663 shares; 2026Q2: 22,812 shares 22,812 $7.8M 0.97% -1,851 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,053 shares; 2025Q1: 74,142 shares; 2025Q2: 74,142 shares; 2025Q3: 100,855 shares; 2025Q4: 109,509 shares; 2026Q1: 115,992 shares; 2026Q2: 134,699 shares 134,699 $7.62M 0.95% +18,707 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138,848 shares 138,848 $7.55M 0.94% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,268 shares; 2024Q4: 95,764 shares; 2025Q1: 99,577 shares; 2025Q2: 99,577 shares; 2025Q3: 82,619 shares; 2025Q4: 86,165 shares; 2026Q1: 87,808 shares; 2026Q2: 103,745 shares 103,745 $7.19M 0.89% +15,937 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152,201 shares 152,201 $7.1M 0.88% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164,798 shares 164,798 $7.06M 0.88% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,997 shares; 2025Q2: 240,997 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199,224 shares 199,224 $6.85M 0.85% new Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,709 shares; 2024Q4: 241,981 shares; 2025Q1: 240,950 shares; 2025Q2: 240,950 shares; 2025Q3: 254,393 shares; 2025Q4: 273,051 shares; 2026Q1: 302,463 shares; 2026Q2: 195,133 shares 195,133 $6.58M 0.82% -107,330 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,722 shares; 2024Q4: 48,547 shares; 2025Q1: 58,743 shares; 2025Q2: 58,743 shares; 2025Q3: 49,169 shares; 2025Q4: 50,660 shares; 2026Q1: 51,540 shares; 2026Q2: 64,414 shares 64,414 $6.09M 0.76% +12,874 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383,541 shares; 2026Q2: 191,841 shares 191,841 $6.06M 0.75% -191,700 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 334,419 shares 334,419 $5.96M 0.74% new Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,368 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292,528 shares 292,528 $5.96M 0.74% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,391 shares; 2024Q4: 74,996 shares; 2025Q1: 73,487 shares; 2025Q2: 73,487 shares; 2025Q3: 59,591 shares; 2025Q4: 55,097 shares; 2026Q1: 55,391 shares; 2026Q2: 64,041 shares 64,041 $5.87M 0.73% +8,650 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,436 shares; 2025Q4: 2,286 shares; 2026Q1: 18,458 shares; 2026Q2: 16,568 shares 16,568 $5.78M 0.72% -1,890 Timeline AIRR 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; 2024Q3: not reported; 2024Q4: 27,153 shares; 2025Q1: 40,960 shares; 2025Q2: 40,960 shares; 2025Q3: 32,756 shares; 2025Q4: 35,533 shares; 2026Q1: 36,518 shares; 2026Q2: 46,640 shares 46,640 $5.77M 0.71% +10,122 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,759 shares; 2025Q4: 64,608 shares; 2026Q1: 70,675 shares; 2026Q2: 85,499 shares 85,499 $5.74M 0.71% +14,824 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,191 shares; 2024Q4: 64,734 shares; 2025Q1: 74,794 shares; 2025Q2: 74,794 shares; 2025Q3: 102,407 shares; 2025Q4: 102,102 shares; 2026Q1: 99,927 shares; 2026Q2: 146,113 shares 146,113 $5.64M 0.7% +46,186 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201,026 shares 201,026 $5.46M 0.68% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,038 shares; 2024Q4: 144,246 shares; 2025Q1: 132,419 shares; 2025Q2: 132,419 shares; 2025Q3: 120,366 shares; 2025Q4: 107,896 shares; 2026Q1: 102,867 shares; 2026Q2: 110,218 shares 110,218 $5.41M 0.67% +7,351 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; 2024Q3: 449,913 shares; 2024Q4: 225,631 shares; 2025Q1: 176,038 shares; 2025Q2: 176,038 shares; 2025Q3: 129,877 shares; 2025Q4: 127,390 shares; 2026Q1: 125,233 shares; 2026Q2: 108,091 shares 108,091 $5.39M 0.67% -17,142 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; 2024Q3: 93,329 shares; 2024Q4: 86,038 shares; 2025Q1: 84,405 shares; 2025Q2: 84,405 shares; 2025Q3: 84,557 shares; 2025Q4: 84,081 shares; 2026Q1: 83,020 shares; 2026Q2: 71,951 shares 71,951 $5.07M 0.63% -11,069 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,235 shares; 2025Q4: 13,585 shares; 2026Q1: 99,644 shares; 2026Q2: 76,520 shares 76,520 $4.93M 0.61% -23,124 Timeline JPMB 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; 2024Q3: 31,995 shares; 2024Q4: 37,943 shares; 2025Q1: 49,779 shares; 2025Q2: 49,779 shares; 2025Q3: 76,238 shares; 2025Q4: 78,456 shares; 2026Q1: 85,807 shares; 2026Q2: 123,765 shares 123,765 $4.91M 0.61% +37,958 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,377 shares; 2025Q1: 49,813 shares; 2025Q2: 49,813 shares; 2025Q3: 72,885 shares; 2025Q4: 95,911 shares; 2026Q1: 121,864 shares; 2026Q2: 176,666 shares 176,666 $4.86M 0.6% +54,802 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,968 shares; 2025Q4: 21,636 shares; 2026Q1: 31,640 shares; 2026Q2: 126,084 shares 126,084 $4.77M 0.59% +94,444 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,510 shares; 2024Q4: 6,045 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 10,310 shares; 2025Q4: 13,558 shares; 2026Q1: 16,994 shares; 2026Q2: 25,173 shares 25,173 $4.68M 0.58% +8,179 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,782 shares; 2025Q4: 3,526 shares; 2026Q1: 26,341 shares; 2026Q2: 22,839 shares 22,839 $4.6M 0.57% -3,502 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,785 shares; 2025Q4: 6,260 shares; 2026Q1: 48,710 shares; 2026Q2: 44,613 shares 44,613 $4.5M 0.56% -4,097 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,385 shares; 2025Q4: 4,082 shares; 2026Q1: 21,721 shares; 2026Q2: 17,186 shares 17,186 $4.39M 0.54% -4,535 Timeline IGLD 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206,520 shares 206,520 $4.37M 0.54% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,159 shares 62,159 $4.26M 0.53% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,986 shares; 2024Q4: 21,906 shares; 2025Q1: 42,171 shares; 2025Q2: 42,171 shares; 2025Q3: 60,154 shares; 2025Q4: 60,340 shares; 2026Q1: 64,729 shares; 2026Q2: 64,379 shares 64,379 $4.14M 0.51% -350 Timeline GSST 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,581 shares 81,581 $4.12M 0.51% new 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; 2024Q3: 41,583 shares; 2024Q4: 43,870 shares; 2025Q1: 46,920 shares; 2025Q2: 46,920 shares; 2025Q3: 74,664 shares; 2025Q4: 77,482 shares; 2026Q1: 79,677 shares; 2026Q2: 88,361 shares 88,361 $3.94M 0.49% +8,684 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 1,463 shares; 2026Q1: 7,879 shares; 2026Q2: 7,289 shares 7,289 $3.88M 0.48% -590 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; 2024Q3: 64,224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,239 shares 75,239 $3.8M 0.47% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,748 shares; 2025Q4: 4,483 shares; 2026Q1: 4,483 shares; 2026Q2: 4,475 shares 4,475 $3.64M 0.45% -8 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,172 shares; 2025Q4: 3,022 shares; 2026Q1: 16,606 shares; 2026Q2: 15,022 shares 15,022 $3.55M 0.44% -1,584 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,207 shares; 2024Q4: 16,279 shares; 2025Q1: 15,999 shares; 2025Q2: 15,999 shares; 2025Q3: 13,699 shares; 2025Q4: 13,361 shares; 2026Q1: 13,152 shares; 2026Q2: 11,277 shares 11,277 $3.54M 0.44% -1,875 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,567 shares; 2024Q4: 117,021 shares; 2025Q1: 111,567 shares; 2025Q2: 111,567 shares; 2025Q3: 71,408 shares; 2025Q4: 65,583 shares; 2026Q1: 63,057 shares; 2026Q2: 51,859 shares 51,859 $3.44M 0.43% -11,198 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,609 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,474 shares 65,474 $3.28M 0.41% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,639 shares; 2025Q4: 2,509 shares; 2026Q1: 15,211 shares; 2026Q2: 10,076 shares 10,076 $3.23M 0.4% -5,135 Timeline GSWO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,125 shares; 2025Q4: 42,682 shares; 2026Q1: 49,028 shares; 2026Q2: 49,082 shares 49,082 $3.12M 0.39% +54 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; 2024Q3: 2,775 shares; 2024Q4: 2,893 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 4,793 shares; 2025Q4: 4,924 shares; 2026Q1: 10,480 shares; 2026Q2: 12,192 shares 12,192 $2.99M 0.37% +1,712 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,774 shares; 2025Q4: 10,213 shares; 2026Q1: 15,872 shares; 2026Q2: 28,783 shares 28,783 $2.85M 0.35% +12,911 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,444 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,582 shares 30,582 $2.85M 0.35% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,818 shares; 2025Q4: 27,419 shares; 2026Q1: 40,484 shares; 2026Q2: 80,929 shares 80,929 $2.8M 0.35% +40,445 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,060 shares; 2025Q4: 7,620 shares; 2026Q1: 60,299 shares; 2026Q2: 32,815 shares 32,815 $2.73M 0.34% -27,484 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,195 shares; 2025Q4: 4,820 shares; 2026Q1: 47,057 shares; 2026Q2: 31,846 shares 31,846 $2.62M 0.32% -15,211 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; 2024Q3: 12,814 shares; 2024Q4: 11,369 shares; 2025Q1: 11,272 shares; 2025Q2: 11,272 shares; 2025Q3: 11,109 shares; 2025Q4: 11,012 shares; 2026Q1: 10,868 shares; 2026Q2: 10,586 shares 10,586 $2.52M 0.31% -282 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,456 shares; 2025Q1: 3,331 shares; 2025Q2: 3,331 shares; 2025Q3: 3,712 shares; 2025Q4: 3,657 shares; 2026Q1: 3,655 shares; 2026Q2: 3,331 shares 3,331 $2.5M 0.31% -324 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,174 shares; 2026Q2: 48,160 shares 48,160 $2.39M 0.3% +24,986 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; 2024Q3: 1,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,596 shares; 2025Q4: 3,347 shares; 2026Q1: 20,608 shares; 2026Q2: 15,081 shares 15,081 $2.25M 0.28% -5,527 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; 2024Q3: 551 shares; 2024Q4: 751 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 445 shares; 2025Q4: 402 shares; 2026Q1: 1,337 shares; 2026Q2: 3,560 shares 3,560 $2.23M 0.28% +2,223 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; 2024Q3: 1,659 shares; 2024Q4: 1,675 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,584 shares; 2025Q4: 1,581 shares; 2026Q1: 2,981 shares; 2026Q2: 2,983 shares 2,983 $2.23M 0.28% +2 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,367 shares; 2026Q1: 13,552 shares; 2026Q2: 7,704 shares 7,704 $2.21M 0.27% -5,848 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,397 shares; 2025Q4: 3,770 shares; 2026Q1: 23,377 shares; 2026Q2: 15,996 shares 15,996 $2.17M 0.27% -7,381 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,075 shares 105,075 $2.14M 0.27% new 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; 2024Q3: not reported; 2024Q4: 719 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 447 shares; 2025Q4: 354 shares; 2026Q1: 2,273 shares; 2026Q2: 2,278 shares 2,278 $2.11M 0.26% +5 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,413 shares; 2025Q2: 15,413 shares; 2025Q3: 17,069 shares; 2025Q4: 18,286 shares; 2026Q1: 19,328 shares; 2026Q2: 44,602 shares 44,602 $2.06M 0.26% +25,274 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,555 shares; 2026Q2: 9,833 shares 9,833 $2.04M 0.25% -8,722 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,046 shares 21,046 $2.03M 0.25% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,790 shares; 2024Q4: 18,553 shares; 2025Q1: 19,693 shares; 2025Q2: 19,693 shares; 2025Q3: 4,418 shares; 2025Q4: 5,360 shares; 2026Q1: 7,954 shares; 2026Q2: 9,388 shares 9,388 $1.99M 0.25% +1,434 Timeline JQUA 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,637 shares; 2025Q4: 10,161 shares; 2026Q1: 15,792 shares; 2026Q2: 27,702 shares 27,702 $1.98M 0.25% +11,910 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,029 shares; 2024Q4: 8,307 shares; 2025Q1: 10,438 shares; 2025Q2: 10,438 shares; 2025Q3: 12,800 shares; 2025Q4: 14,162 shares; 2026Q1: 16,062 shares; 2026Q2: 18,115 shares 18,115 $1.89M 0.23% +2,053 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,710 shares 43,710 $1.84M 0.23% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,072 shares; 2025Q4: 7,145 shares; 2026Q1: 19,112 shares; 2026Q2: 15,856 shares 15,856 $1.84M 0.23% -3,256 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; 2024Q3: 8,229 shares; 2024Q4: 8,104 shares; 2025Q1: 7,903 shares; 2025Q2: 7,903 shares; 2025Q3: 7,994 shares; 2025Q4: 7,958 shares; 2026Q1: 7,928 shares; 2026Q2: 7,387 shares 7,387 $1.75M 0.22% -541 Timeline FTLS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,104 shares 23,104 $1.74M 0.22% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,173 shares; 2025Q4: 10,719 shares; 2026Q1: 16,269 shares; 2026Q2: 31,746 shares 31,746 $1.57M 0.2% +15,477 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,314 shares; 2024Q4: 23,689 shares; 2025Q1: 21,364 shares; 2025Q2: 21,364 shares; 2025Q3: 22,160 shares; 2025Q4: not reported; 2026Q1: 21,533 shares; 2026Q2: 20,023 shares 20,023 $1.52M 0.19% -1,510 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,618 shares 3,618 $1.37M 0.17% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,180 shares; 2024Q4: 12,475 shares; 2025Q1: 15,453 shares; 2025Q2: 15,453 shares; 2025Q3: 16,986 shares; 2025Q4: 17,983 shares; 2026Q1: 21,053 shares; 2026Q2: 19,377 shares 19,377 $1.17M 0.14% -1,676 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,725 shares 23,725 $1.16M 0.14% new Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,030 shares; 2026Q2: 10,674 shares 10,674 $1.16M 0.14% +1,644 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,240 shares; 2026Q2: 14,859 shares 14,859 $1.15M 0.14% -97,381 Timeline PPA 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; 2024Q3: 4,003 shares; 2024Q4: 4,275 shares; 2025Q1: 5,111 shares; 2025Q2: 5,111 shares; 2025Q3: 5,167 shares; 2025Q4: 5,673 shares; 2026Q1: 6,097 shares; 2026Q2: 6,730 shares 6,730 $1.15M 0.14% +633 Timeline FIW 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; 2024Q3: 4,099 shares; 2024Q4: 4,597 shares; 2025Q1: 5,601 shares; 2025Q2: 5,601 shares; 2025Q3: 6,385 shares; 2025Q4: 7,425 shares; 2026Q1: 8,889 shares; 2026Q2: 10,748 shares 10,748 $1.14M 0.14% +1,859 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: not reported; 2026Q1: 3,434 shares; 2026Q2: 3,394 shares 3,394 $1.12M 0.14% -40 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; 2024Q3: 15,687 shares; 2024Q4: 17,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,861 shares 6,861 $1.11M 0.14% new 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; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 526 shares; 2026Q2: 1,519 shares 1,519 $1.04M 0.13% +993 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 4,964 shares; 2025Q1: 5,139 shares; 2025Q2: 5,139 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares; 2026Q1: 2,857 shares; 2026Q2: 3,030 shares 3,030 $1.04M 0.13% +173 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,715 shares; 2025Q4: 3,283 shares; 2026Q1: 22,257 shares; 2026Q2: 10,470 shares 10,470 $1M 0.12% -11,787 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,090 shares; 2026Q2: 3,015 shares 3,015 $987K 0.12% -75 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 452 shares; 2026Q1: 892 shares; 2026Q2: 1,336 shares 1,336 $943K 0.12% +444 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; 2024Q3: 117,455 shares; 2024Q4: 97,640 shares; 2025Q1: 75,425 shares; 2025Q2: 75,425 shares; 2025Q3: 52,029 shares; 2025Q4: 25,497 shares; 2026Q1: 22,858 shares; 2026Q2: 18,182 shares 18,182 $929K 0.12% -4,676 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,958 shares; 2025Q2: 13,958 shares; 2025Q3: 16,798 shares; 2025Q4: 18,595 shares; 2026Q1: 23,369 shares; 2026Q2: 29,793 shares 29,793 $906K 0.11% +6,424 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,938 shares; 2024Q4: 28,062 shares; 2025Q1: not reported; 2025Q2: 38,329 shares; 2025Q3: 54,943 shares; 2025Q4: 54,814 shares; 2026Q1: 55,660 shares; 2026Q2: 8,270 shares 8,270 $844K 0.1% -47,390 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,321 shares; 2026Q2: 3,286 shares 3,286 $832K 0.1% -35 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,715 shares; 2026Q2: 8,490 shares 8,490 $816K 0.1% -225 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,898 shares; 2025Q4: 3,680 shares; 2026Q1: 17,351 shares; 2026Q2: 7,055 shares 7,055 $781K 0.1% -10,296 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 801 shares; 2025Q4: 743 shares; 2026Q1: 4,173 shares; 2026Q2: 1,437 shares 1,437 $757K 0.09% -2,736 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $755K 0.09% new Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,174 shares 21,174 $724K 0.09% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,180 shares; 2026Q2: 2,040 shares 2,040 $707K 0.09% -140 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $701K 0.09% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335,404 shares; 2026Q2: 23,937 shares 23,937 $697K 0.09% -311,467 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,102 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 807 shares; 2025Q4: 1,381 shares; 2026Q1: 1,421 shares; 2026Q2: 1,813 shares 1,813 $678K 0.08% +392 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; 2024Q3: 92,798 shares; 2024Q4: 104,497 shares; 2025Q1: 159,876 shares; 2025Q2: 159,876 shares; 2025Q3: 269,371 shares; 2025Q4: 272,248 shares; 2026Q1: 294,731 shares; 2026Q2: 37,998 shares 37,998 $676K 0.08% -256,733 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,523 shares 4,523 $675K 0.08% new 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; 2024Q3: 3,778 shares; 2024Q4: 3,749 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,228 shares; 2025Q4: 3,228 shares; 2026Q1: 3,185 shares; 2026Q2: 7,770 shares 7,770 $666K 0.08% +4,585 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,239 shares; 2026Q2: 20,901 shares 20,901 $648K 0.08% +6,662 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 971 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601 shares; 2026Q2: 1,764 shares 1,764 $623K 0.08% +163 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; 2024Q3: 372 shares; 2024Q4: 370 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 632 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 536 shares 536 $623K 0.08% +20 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,224 shares; 2025Q2: 15,224 shares; 2025Q3: 18,073 shares; 2025Q4: 20,162 shares; 2026Q1: 17,750 shares; 2026Q2: 19,605 shares 19,605 $620K 0.08% +1,855 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,306 shares; 2024Q4: 18,123 shares; 2025Q1: 17,398 shares; 2025Q2: 17,398 shares; 2025Q3: 13,644 shares; 2025Q4: 13,171 shares; 2026Q1: 12,522 shares; 2026Q2: 10,995 shares 10,995 $603K 0.07% -1,527 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 1,513 shares; 2026Q1: 1,663 shares; 2026Q2: 1,697 shares 1,697 $591K 0.07% +34 Timeline BUFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,573 shares; 2026Q2: 13,878 shares 13,878 $590K 0.07% +3,305 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $589K 0.07% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,706 shares; 2026Q2: 2,706 shares 2,706 $572K 0.07% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,465 shares; 2026Q2: 6,200 shares 6,200 $564K 0.07% -1,265 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,600 shares; 2025Q4: 6,375 shares; 2026Q1: 6,125 shares; 2026Q2: 5,775 shares 5,775 $561K 0.07% -350 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,796 shares; 2025Q2: 5,796 shares; 2025Q3: 6,460 shares; 2025Q4: 7,263 shares; 2026Q1: not reported; 2026Q2: 11,671 shares 11,671 $557K 0.07% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,263 shares; 2026Q2: 8,884 shares 8,884 $556K 0.07% +1,621 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,049 shares; 2026Q2: 1,259 shares 1,259 $530K 0.07% +210 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,738 shares; 2026Q2: 1,700 shares 1,700 $526K 0.07% -38 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; 2024Q3: 7,952 shares; 2024Q4: 6,959 shares; 2025Q1: 6,959 shares; 2025Q2: 6,959 shares; 2025Q3: 6,733 shares; 2025Q4: 6,634 shares; 2026Q1: 6,399 shares; 2026Q2: 5,261 shares 5,261 $500K 0.06% -1,138 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 2,297 shares; 2026Q2: 2,297 shares 2,297 $497K 0.06% 0 Timeline EBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,782 shares; 2025Q2: 8,782 shares; 2025Q3: 11,162 shares; 2025Q4: 12,512 shares; 2026Q1: 13,131 shares; 2026Q2: 15,549 shares 15,549 $486K 0.06% +2,418 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,672 shares; 2026Q2: 1,985 shares 1,985 $483K 0.06% -687 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,892 shares; 2025Q4: 4,667 shares; 2026Q1: 26,983 shares; 2026Q2: 5,883 shares 5,883 $482K 0.06% -21,100 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,445 shares; 2026Q2: 10,845 shares 10,845 $480K 0.06% +400 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 2,319 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 1,180 shares; 2026Q2: 1,594 shares 1,594 $468K 0.06% +414 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,546 shares; 2026Q2: 4,174 shares 4,174 $456K 0.06% +628 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,324 shares; 2026Q1: 3,449 shares; 2026Q2: 3,579 shares 3,579 $456K 0.06% +130 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,502 shares; 2026Q2: 2,579 shares 2,579 $453K 0.06% +77 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: 632 shares; 2026Q1: 888 shares; 2026Q2: 1,026 shares 1,026 $443K 0.05% +138 Timeline BGLD 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,415 shares 26,415 $436K 0.05% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,866 shares; 2024Q4: 6,655 shares; 2025Q1: 6,655 shares; 2025Q2: 6,655 shares; 2025Q3: 6,626 shares; 2025Q4: 6,518 shares; 2026Q1: 6,518 shares; 2026Q2: 4,114 shares 4,114 $429K 0.05% -2,404 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,082 shares; 2025Q4: 3,089 shares; 2026Q1: 76,655 shares; 2026Q2: 3,760 shares 3,760 $422K 0.05% -72,895 Timeline SPHQ 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; 2024Q3: 3,617 shares; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 4,805 shares; 2026Q2: 4,805 shares 4,805 $409K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,794 shares 3,794 $402K 0.05% new 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; 2024Q3: 5,667 shares; 2024Q4: 5,625 shares; 2025Q1: 5,512 shares; 2025Q2: 5,512 shares; 2025Q3: 4,990 shares; 2025Q4: 4,963 shares; 2026Q1: 5,863 shares; 2026Q2: 4,388 shares 4,388 $398K 0.05% -1,475 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; 2024Q3: 6,169 shares; 2024Q4: 6,169 shares; 2025Q1: 6,169 shares; 2025Q2: 6,169 shares; 2025Q3: 6,169 shares; 2025Q4: 6,169 shares; 2026Q1: 6,169 shares; 2026Q2: 5,476 shares 5,476 $388K 0.05% -693 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $381K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,723 shares; 2026Q2: 2,703 shares 2,703 $379K 0.05% -20 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,622 shares 1,622 $378K 0.05% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,365 shares; 2025Q4: 1,379 shares; 2026Q1: 1,754 shares; 2026Q2: 3,096 shares 3,096 $374K 0.05% +1,342 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; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,286 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares; 2026Q2: 4,270 shares 4,270 $361K 0.04% +306 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 3,070 shares; 2026Q1: 16,525 shares; 2026Q2: 2,345 shares 2,345 $359K 0.04% -14,180 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,000 shares 16,000 $355K 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,623 shares 1,623 $337K 0.04% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,767 shares; 2024Q4: 2,766 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 2,501 shares; 2025Q4: 2,460 shares; 2026Q1: 2,410 shares; 2026Q2: 1,761 shares 1,761 $325K 0.04% -649 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,792 shares; 2025Q2: 18,792 shares; 2025Q3: 23,259 shares; 2025Q4: 25,313 shares; 2026Q1: 13,757 shares; 2026Q2: 12,863 shares 12,863 $322K 0.04% -894 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $318K 0.04% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,178 shares; 2026Q2: 2,578 shares 2,578 $313K 0.04% -600 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares; 2026Q2: 917 shares 917 $312K 0.04% -178 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,476 shares; 2026Q2: 3,476 shares 3,476 $304K 0.04% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,650 shares; 2026Q2: 7,505 shares 7,505 $293K 0.04% -1,145 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,157 shares; 2025Q4: 2,152 shares; 2026Q1: 2,152 shares; 2026Q2: 2,469 shares 2,469 $291K 0.04% +317 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $290K 0.04% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $285K 0.04% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $279K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,672 shares; 2026Q2: 2,625 shares 2,625 $264K 0.03% -47 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $259K 0.03% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,560 shares; 2026Q2: 3,560 shares 3,560 $257K 0.03% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,963 shares; 2026Q2: 5,963 shares 5,963 $257K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,656 shares 1,656 $254K 0.03% +156 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,174 shares; 2026Q2: 2,700 shares 2,700 $247K 0.03% -60,474 Timeline OMFL 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; 2024Q3: 12,999 shares; 2024Q4: 5,991 shares; 2025Q1: 5,545 shares; 2025Q2: 5,545 shares; 2025Q3: 4,457 shares; 2025Q4: 4,240 shares; 2026Q1: 4,208 shares; 2026Q2: 3,593 shares 3,593 $246K 0.03% -615 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares; 2026Q2: 933 shares 933 $246K 0.03% -13 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; 2024Q3: 1,371 shares; 2024Q4: 1,346 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,139 shares 1,139 $242K 0.03% -141 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; 2024Q3: 17,288 shares; 2024Q4: 31,528 shares; 2025Q1: 23,296 shares; 2025Q2: 23,296 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,672 shares; 2026Q2: 8,558 shares 8,558 $234K 0.03% -114 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,522 shares; 2024Q4: 2,909 shares; 2025Q1: 2,911 shares; 2025Q2: 2,911 shares; 2025Q3: 2,872 shares; 2025Q4: 2,892 shares; 2026Q1: 2,195 shares; 2026Q2: 2,210 shares 2,210 $228K 0.03% +15 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 719 shares; 2026Q2: 2,792 shares 2,792 $225K 0.03% +2,073 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,478 shares; 2025Q4: 1,367 shares; 2026Q1: not reported; 2026Q2: 1,367 shares 1,367 $224K 0.03% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,725 shares; 2026Q2: 3,350 shares 3,350 $219K 0.03% -375 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares; 2026Q2: 1,100 shares 1,100 $218K 0.03% -211 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,315 shares; 2024Q4: 5,315 shares; 2025Q1: 5,243 shares; 2025Q2: 5,243 shares; 2025Q3: 4,605 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares; 2026Q2: 3,691 shares 3,691 $218K 0.03% -889 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,027 shares; 2025Q4: 1,895 shares; 2026Q1: 8,807 shares; 2026Q2: 1,517 shares 1,517 $212K 0.03% -7,290 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $207K 0.03% new Timeline BSCS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $203K 0.03% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,432 shares 3,432 $202K 0.03% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,075 shares; 2026Q2: 13,000 shares 13,000 $128K 0.02% -3,075 Timeline CTM CASTELLUM INC More: the full row for CASTELLUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,000 shares 35,000 $22.8K <0.01% new Timeline