AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,377,727 shares; 2023Q4: 1,366,444 shares; 2024Q1: 1,357,978 shares; 2024Q2: 1,278,222 shares; 2024Q3: 1,145,114 shares; 2024Q4: 1,035,895 shares 1,035,895 $259M 2.85% -109,219 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 476,651 shares; 2023Q4: 530,702 shares; 2024Q1: 503,096 shares; 2024Q2: 480,635 shares; 2024Q3: 470,168 shares; 2024Q4: 439,058 shares 439,058 $258M 2.84% -31,110 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 255,861 shares; 2023Q4: 260,055 shares; 2024Q1: 258,761 shares; 2024Q2: 2,571,223 shares; 2024Q3: 2,230,570 shares; 2024Q4: 1,519,050 shares 1,519,050 $204M 2.24% -711,520 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 418,447 shares; 2023Q4: 438,964 shares; 2024Q1: 498,248 shares; 2024Q2: 487,369 shares; 2024Q3: 448,902 shares; 2024Q4: 409,856 shares 409,856 $173M 1.9% -39,046 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 288,833 shares; 2023Q4: 338,985 shares; 2024Q1: 354,037 shares; 2024Q2: 330,130 shares; 2024Q3: 301,581 shares; 2024Q4: 303,806 shares 303,806 $155M 1.7% +2,225 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 202,455 shares; 2023Q4: 240,112 shares; 2024Q1: 259,820 shares; 2024Q2: 267,397 shares; 2024Q3: 232,220 shares; 2024Q4: 249,855 shares 249,855 $147M 1.61% +17,635 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 674,480 shares; 2023Q4: 696,968 shares; 2024Q1: 709,683 shares; 2024Q2: 715,179 shares; 2024Q3: 662,861 shares; 2024Q4: 601,241 shares 601,241 $132M 1.45% -61,620 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 264,015 shares; 2023Q4: 273,463 shares; 2024Q1: 283,099 shares; 2024Q2: 259,364 shares; 2024Q3: 240,525 shares; 2024Q4: 234,456 shares 234,456 $126M 1.39% -6,069 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 322,310 shares; 2023Q4: 324,133 shares; 2024Q1: 319,220 shares; 2024Q2: 308,042 shares; 2024Q3: 274,365 shares; 2024Q4: 270,235 shares 270,235 $111M 1.22% -4,130 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,571,377 shares; 2023Q4: 1,496,638 shares; 2024Q1: 1,886,465 shares; 2024Q2: 1,990,604 shares; 2024Q3: 2,301,192 shares; 2024Q4: 2,136,638 shares 2,136,638 $96.6M 1.06% -164,554 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 657,048 shares; 2023Q4: 633,642 shares; 2024Q1: 638,312 shares; 2024Q2: 627,734 shares; 2024Q3: 554,445 shares; 2024Q4: 563,959 shares 563,959 $95.5M 1.05% +9,514 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,915,238 shares; 2023Q4: 1,871,990 shares; 2024Q1: 1,908,858 shares; 2024Q2: 1,926,452 shares; 2024Q3: 1,928,347 shares; 2024Q4: 1,964,116 shares 1,964,116 $93.9M 1.03% +35,769 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 428,248 shares; 2023Q4: 453,721 shares; 2024Q1: 454,084 shares; 2024Q2: 494,143 shares; 2024Q3: 495,262 shares; 2024Q4: 490,165 shares 490,165 $87.3M 0.96% -5,097 Timeline JEPI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 674,483 shares; 2023Q4: 696,430 shares; 2024Q1: 828,719 shares; 2024Q2: 1,121,521 shares; 2024Q3: 1,142,963 shares; 2024Q4: 1,261,157 shares 1,261,157 $72.7M 0.8% +118,194 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 405,033 shares; 2023Q4: 453,285 shares; 2024Q1: 591,293 shares; 2024Q2: 844,644 shares; 2024Q3: 734,306 shares; 2024Q4: 709,612 shares 709,612 $72M 0.79% -24,694 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 220,478 shares; 2023Q4: 217,044 shares; 2024Q1: 200,905 shares; 2024Q2: 189,070 shares; 2024Q3: 173,224 shares; 2024Q4: 175,348 shares 175,348 $70.8M 0.78% +2,124 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 374,584 shares; 2023Q4: 388,743 shares; 2024Q1: 418,131 shares; 2024Q2: 409,367 shares; 2024Q3: 382,331 shares; 2024Q4: 354,077 shares 354,077 $69.3M 0.76% -28,254 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 121,785 shares; 2023Q4: 124,139 shares; 2024Q1: 115,777 shares; 2024Q2: 124,772 shares; 2024Q3: 119,505 shares; 2024Q4: 113,371 shares 113,371 $66.4M 0.73% -6,134 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,062,712 shares; 2023Q4: 645,016 shares; 2024Q1: 683,796 shares; 2024Q2: 686,836 shares; 2024Q3: 696,036 shares; 2024Q4: 852,531 shares 852,531 $65.9M 0.72% +156,495 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 144,214 shares; 2023Q4: 147,225 shares; 2024Q1: 156,124 shares; 2024Q2: 154,357 shares; 2024Q3: 155,086 shares; 2024Q4: 142,450 shares 142,450 $64.6M 0.71% -12,636 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 404,400 shares; 2023Q4: 438,213 shares; 2024Q1: 433,041 shares; 2024Q2: 418,276 shares; 2024Q3: 368,819 shares; 2024Q4: 305,363 shares 305,363 $57.8M 0.63% -63,456 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 332,774 shares; 2023Q4: 431,058 shares; 2024Q1: 509,824 shares; 2024Q2: 551,672 shares; 2024Q3: 574,781 shares; 2024Q4: 658,973 shares 658,973 $57.5M 0.63% +84,192 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 718,916 shares; 2023Q4: 686,657 shares; 2024Q1: 733,835 shares; 2024Q2: 742,360 shares; 2024Q3: 772,747 shares; 2024Q4: 787,508 shares 787,508 $56.6M 0.62% +14,761 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 192,739 shares; 2023Q4: 184,222 shares; 2024Q1: 202,498 shares; 2024Q2: 195,582 shares; 2024Q3: 192,261 shares; 2024Q4: 189,058 shares 189,058 $54.8M 0.6% -3,203 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 656,358 shares; 2023Q4: 667,294 shares; 2024Q1: 738,501 shares; 2024Q2: 848,359 shares; 2024Q3: 863,901 shares; 2024Q4: 946,571 shares 946,571 $53.6M 0.59% +82,670 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 964,910 shares; 2023Q4: 917,227 shares; 2024Q1: 977,029 shares; 2024Q2: 1,012,253 shares; 2024Q3: 1,027,371 shares; 2024Q4: 1,079,057 shares 1,079,057 $52.9M 0.58% +51,686 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 421,669 shares; 2023Q4: 473,497 shares; 2024Q1: 467,795 shares; 2024Q2: 505,764 shares; 2024Q3: 532,708 shares; 2024Q4: 424,965 shares 424,965 $49M 0.54% -107,743 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 301,239 shares; 2023Q4: 318,822 shares; 2024Q1: 331,623 shares; 2024Q2: 366,040 shares; 2024Q3: 368,466 shares; 2024Q4: 381,177 shares 381,177 $48.6M 0.53% +12,711 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 322,217 shares; 2023Q4: 335,042 shares; 2024Q1: 330,186 shares; 2024Q2: 314,425 shares; 2024Q3: 292,873 shares; 2024Q4: 249,696 shares 249,696 $47.6M 0.52% -43,177 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55,845 shares; 2023Q4: 57,474 shares; 2024Q1: 60,617 shares; 2024Q2: 57,419 shares; 2024Q3: 55,125 shares; 2024Q4: 50,762 shares 50,762 $46.5M 0.51% -4,363 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 672,346 shares; 2024Q2: 824,376 shares; 2024Q3: 882,785 shares; 2024Q4: 890,303 shares 890,303 $45.6M 0.5% +7,518 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 286,565 shares; 2023Q4: 1,186,350 shares; 2024Q1: 569,120 shares; 2024Q2: 480,706 shares; 2024Q3: 424,283 shares; 2024Q4: 474,238 shares 474,238 $43.4M 0.48% +49,955 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 434,204 shares; 2023Q4: 494,573 shares; 2024Q1: 625,083 shares; 2024Q2: 618,896 shares; 2024Q3: 617,220 shares; 2024Q4: 723,783 shares 723,783 $42.8M 0.47% +106,563 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 128,122 shares; 2023Q4: 119,446 shares; 2024Q1: 626,015 shares; 2024Q2: 661,441 shares; 2024Q3: 667,298 shares; 2024Q4: 679,945 shares 679,945 $42.4M 0.46% +12,647 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 340,578 shares; 2023Q4: 240,772 shares; 2024Q1: 259,906 shares; 2024Q2: 378,934 shares; 2024Q3: 369,321 shares; 2024Q4: 436,568 shares 436,568 $42.3M 0.46% +67,247 Timeline BUFR 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,018,431 shares; 2023Q4: 982,200 shares; 2024Q1: 1,114,410 shares; 2024Q2: 1,210,077 shares; 2024Q3: 1,315,140 shares; 2024Q4: 1,374,696 shares 1,374,696 $41.9M 0.46% +59,556 Timeline QQQM 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,601 shares; 2023Q4: 76,039 shares; 2024Q1: 68,787 shares; 2024Q2: 40,893 shares; 2024Q3: 89,913 shares; 2024Q4: 197,771 shares 197,771 $41.6M 0.46% +107,858 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 179,766 shares; 2023Q4: 177,781 shares; 2024Q1: 190,249 shares; 2024Q2: 181,573 shares; 2024Q3: 174,675 shares; 2024Q4: 169,167 shares 169,167 $40.6M 0.44% -5,508 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 836,279 shares; 2023Q4: 812,728 shares; 2024Q1: 473,385 shares; 2024Q2: 430,016 shares; 2024Q3: 368,898 shares; 2024Q4: 784,425 shares 784,425 $39.3M 0.43% +415,527 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 191,660 shares; 2023Q4: 207,823 shares; 2024Q1: 220,529 shares; 2024Q2: 191,551 shares; 2024Q3: 170,559 shares; 2024Q4: 167,684 shares 167,684 $39M 0.43% -2,875 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 404,628 shares; 2023Q4: 309,046 shares; 2024Q1: 322,232 shares; 2024Q2: 441,196 shares; 2024Q3: 296,700 shares; 2024Q4: 443,096 shares 443,096 $38.9M 0.43% +146,396 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 515,178 shares; 2023Q4: 488,450 shares; 2024Q1: 436,428 shares; 2024Q2: 449,838 shares; 2024Q3: 452,896 shares; 2024Q4: 1,364,911 shares 1,364,911 $37.3M 0.41% +912,015 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,891 shares; 2023Q4: 72,183 shares; 2024Q1: 192,563 shares; 2024Q2: 192,583 shares; 2024Q3: 194,321 shares; 2024Q4: 195,339 shares 195,339 $37.3M 0.41% +1,018 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 673,691 shares; 2023Q4: 591,400 shares; 2024Q1: 437,526 shares; 2024Q2: 283,059 shares; 2024Q3: 646,926 shares; 2024Q4: 698,975 shares 698,975 $36.7M 0.4% +52,049 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 114,951 shares; 2023Q4: 135,992 shares; 2024Q1: 133,038 shares; 2024Q2: 179,184 shares; 2024Q3: 195,384 shares; 2024Q4: 147,846 shares 147,846 $35.8M 0.39% -47,538 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,930 shares; 2023Q4: 17,621 shares; 2024Q1: 17,071 shares; 2024Q2: 17,649 shares; 2024Q3: 171,207 shares; 2024Q4: 152,217 shares 152,217 $35.3M 0.39% -18,990 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 790,914 shares; 2023Q4: 771,375 shares; 2024Q1: 825,416 shares; 2024Q2: 821,139 shares; 2024Q3: 759,090 shares; 2024Q4: 794,222 shares 794,222 $35M 0.38% +35,132 Timeline APUE 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,421,386 shares; 2023Q4: 1,111,005 shares; 2024Q1: 1,164,399 shares; 2024Q2: 1,181,391 shares; 2024Q3: 1,116,063 shares; 2024Q4: 975,983 shares 975,983 $34.9M 0.38% -140,080 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 420,455 shares; 2023Q4: 475,895 shares; 2024Q1: 505,764 shares; 2024Q2: 491,762 shares; 2024Q3: 423,617 shares; 2024Q4: 490,137 shares 490,137 $34.4M 0.38% +66,520 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 235,093 shares; 2023Q4: 233,089 shares; 2024Q1: 290,982 shares; 2024Q2: 275,833 shares; 2024Q3: 272,249 shares; 2024Q4: 378,468 shares 378,468 $33.7M 0.37% +106,219 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 982,413 shares; 2023Q4: 1,102,366 shares; 2024Q1: 1,358,765 shares; 2024Q2: 1,462,858 shares; 2024Q3: 1,458,740 shares; 2024Q4: 1,796,829 shares 1,796,829 $33M 0.36% +338,089 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 181,958 shares; 2023Q4: 182,766 shares; 2024Q1: 200,662 shares; 2024Q2: 231,526 shares; 2024Q3: 261,454 shares; 2024Q4: 300,232 shares 300,232 $32M 0.35% +38,778 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 118,250 shares; 2023Q4: 128,657 shares; 2024Q1: 132,398 shares; 2024Q2: 134,610 shares; 2024Q3: 146,971 shares; 2024Q4: 132,339 shares 132,339 $31.8M 0.35% -14,632 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 309,309 shares; 2023Q4: 312,629 shares; 2024Q1: 314,778 shares; 2024Q2: 303,414 shares; 2024Q3: 311,829 shares; 2024Q4: 344,878 shares 344,878 $31.6M 0.35% +33,049 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 330,973 shares; 2023Q4: 366,930 shares; 2024Q1: 544,124 shares; 2024Q2: 557,581 shares; 2024Q3: 646,364 shares; 2024Q4: 339,675 shares 339,675 $31.4M 0.34% -306,689 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 385,943 shares; 2023Q4: 439,494 shares; 2024Q1: 454,020 shares; 2024Q2: 475,131 shares; 2024Q3: 516,385 shares; 2024Q4: 321,104 shares 321,104 $31.1M 0.34% -195,281 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 112,847 shares; 2023Q4: 116,434 shares; 2024Q1: 118,642 shares; 2024Q2: 113,035 shares; 2024Q3: 103,452 shares; 2024Q4: 97,375 shares 97,375 $30.8M 0.34% -6,077 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 265,819 shares; 2023Q4: 612,082 shares; 2024Q1: 660,014 shares; 2024Q2: 800,693 shares; 2024Q3: 894,935 shares; 2024Q4: 854,594 shares 854,594 $30.1M 0.33% -40,341 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 367,245 shares; 2023Q4: 399,476 shares; 2024Q1: 409,118 shares; 2024Q2: 410,023 shares; 2024Q3: 373,523 shares; 2024Q4: 433,695 shares 433,695 $29.9M 0.33% +60,172 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,122 shares; 2023Q4: 44,293 shares; 2024Q1: 43,302 shares; 2024Q2: 43,365 shares; 2024Q3: 42,508 shares; 2024Q4: 38,297 shares 38,297 $29.6M 0.32% -4,211 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 285,336 shares; 2023Q4: 342,524 shares; 2024Q1: 304,147 shares; 2024Q2: 315,716 shares; 2024Q3: 351,513 shares; 2024Q4: 395,106 shares 395,106 $29.5M 0.32% +43,593 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 68,761 shares; 2023Q4: 63,510 shares; 2024Q1: 62,333 shares; 2024Q2: 63,784 shares; 2024Q3: 67,072 shares; 2024Q4: 72,310 shares 72,310 $29M 0.32% +5,238 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 150,124 shares; 2023Q4: 152,872 shares; 2024Q1: 160,472 shares; 2024Q2: 211,854 shares; 2024Q3: 409,548 shares; 2024Q4: 431,305 shares 431,305 $28.9M 0.32% +21,757 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 470,205 shares; 2023Q4: 363,077 shares; 2024Q1: 327,508 shares; 2024Q2: 317,266 shares; 2024Q3: 314,813 shares; 2024Q4: 323,572 shares 323,572 $28.7M 0.32% +8,759 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,441 shares; 2023Q4: 40,502 shares; 2024Q1: 49,949 shares; 2024Q2: 50,085 shares; 2024Q3: 46,909 shares; 2024Q4: 45,996 shares 45,996 $28.6M 0.31% -913 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 243,149 shares; 2023Q4: 242,974 shares; 2024Q1: 240,237 shares; 2024Q2: 260,315 shares; 2024Q3: 251,376 shares; 2024Q4: 265,084 shares 265,084 $28.5M 0.31% +13,708 Timeline JEPQ 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 209,321 shares; 2023Q4: 258,342 shares; 2024Q1: 325,355 shares; 2024Q2: 353,487 shares; 2024Q3: 421,544 shares; 2024Q4: 480,014 shares 480,014 $27.1M 0.3% +58,470 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 178,352 shares; 2023Q4: 200,222 shares; 2024Q1: 235,957 shares; 2024Q2: 258,660 shares; 2024Q3: 237,643 shares; 2024Q4: 968,201 shares 968,201 $27M 0.3% +730,558 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,310 shares; 2023Q4: 61,112 shares; 2024Q1: 59,983 shares; 2024Q2: 57,826 shares; 2024Q3: 55,567 shares; 2024Q4: 51,092 shares 51,092 $26.9M 0.3% -4,475 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 74,078 shares; 2023Q4: 75,218 shares; 2024Q1: 75,153 shares; 2024Q2: 73,156 shares; 2024Q3: 64,621 shares; 2024Q4: 68,407 shares 68,407 $26.6M 0.29% +3,786 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 90,595 shares; 2023Q4: 89,828 shares; 2024Q1: 295,435 shares; 2024Q2: 284,614 shares; 2024Q3: 280,932 shares; 2024Q4: 290,726 shares 290,726 $26.3M 0.29% +9,794 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 343,532 shares; 2023Q4: 363,463 shares; 2024Q1: 368,126 shares; 2024Q2: 434,456 shares; 2024Q3: 454,501 shares; 2024Q4: 425,713 shares 425,713 $26.1M 0.29% -28,788 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 145,568 shares; 2023Q4: 147,384 shares; 2024Q1: 168,446 shares; 2024Q2: 157,987 shares; 2024Q3: 156,396 shares; 2024Q4: 144,474 shares 144,474 $25.7M 0.28% -11,922 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 152,468 shares; 2023Q4: 155,503 shares; 2024Q1: 163,144 shares; 2024Q2: 153,480 shares; 2024Q3: 151,503 shares; 2024Q4: 149,344 shares 149,344 $25M 0.27% -2,159 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 126,681 shares; 2023Q4: 126,269 shares; 2024Q1: 132,605 shares; 2024Q2: 107,503 shares; 2024Q3: 147,495 shares; 2024Q4: 242,012 shares 242,012 $25M 0.27% +94,517 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 315,535 shares; 2023Q4: 315,620 shares; 2024Q1: 302,399 shares; 2024Q2: 301,196 shares; 2024Q3: 297,911 shares; 2024Q4: 281,075 shares 281,075 $24.7M 0.27% -16,836 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 176,491 shares; 2023Q4: 177,347 shares; 2024Q1: 186,821 shares; 2024Q2: 169,474 shares; 2024Q3: 157,351 shares; 2024Q4: 169,636 shares 169,636 $24.6M 0.27% +12,285 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 246,689 shares; 2023Q4: 322,248 shares; 2024Q1: 292,267 shares; 2024Q2: 239,552 shares; 2024Q3: 228,733 shares; 2024Q4: 309,832 shares 309,832 $24.4M 0.27% +81,099 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120,092 shares; 2023Q4: 154,828 shares; 2024Q1: 161,427 shares; 2024Q2: 163,384 shares; 2024Q3: 159,233 shares; 2024Q4: 151,613 shares 151,613 $24.2M 0.27% -7,620 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 273,572 shares; 2023Q4: 464,306 shares; 2024Q1: 501,119 shares; 2024Q2: 560,467 shares; 2024Q3: 738,456 shares; 2024Q4: 636,553 shares 636,553 $23.7M 0.26% -101,903 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 279,928 shares; 2023Q4: 283,642 shares; 2024Q1: 541,675 shares; 2024Q2: 414,931 shares; 2024Q3: 463,350 shares; 2024Q4: 488,983 shares 488,983 $23.6M 0.26% +25,633 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 158,350 shares; 2023Q4: 162,847 shares; 2024Q1: 168,207 shares; 2024Q2: 155,958 shares; 2024Q3: 159,998 shares; 2024Q4: 162,782 shares 162,782 $23.5M 0.26% +2,784 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 156,382 shares; 2023Q4: 150,630 shares; 2024Q1: 166,378 shares; 2024Q2: 180,999 shares; 2024Q3: 181,367 shares; 2024Q4: 163,821 shares 163,821 $22.5M 0.25% -17,546 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,917 shares; 2023Q4: 33,560 shares; 2024Q1: 58,992 shares; 2024Q2: 85,680 shares; 2024Q3: 82,532 shares; 2024Q4: 92,811 shares 92,811 $22.5M 0.25% +10,279 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 109,372 shares; 2023Q4: 113,035 shares; 2024Q1: 116,572 shares; 2024Q2: 93,115 shares; 2024Q3: 91,573 shares; 2024Q4: 85,048 shares 85,048 $22.5M 0.25% -6,525 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,705 shares; 2023Q4: 28,527 shares; 2024Q1: 37,523 shares; 2024Q2: 35,782 shares; 2024Q3: 32,825 shares; 2024Q4: 52,527 shares 52,527 $22.4M 0.25% +19,702 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 240,091 shares; 2023Q4: 325,788 shares; 2024Q1: 353,524 shares; 2024Q2: 404,613 shares; 2024Q3: 351,505 shares; 2024Q4: 402,019 shares 402,019 $22.1M 0.24% +50,514 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 111,063 shares; 2023Q4: 105,909 shares; 2024Q1: 104,401 shares; 2024Q2: 91,680 shares; 2024Q3: 87,981 shares; 2024Q4: 82,340 shares 82,340 $22M 0.24% -5,641 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 84,637 shares; 2023Q4: 102,296 shares; 2024Q1: 108,748 shares; 2024Q2: 103,356 shares; 2024Q3: 102,410 shares; 2024Q4: 99,185 shares 99,185 $21.9M 0.24% -3,225 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 153,559 shares; 2023Q4: 179,432 shares; 2024Q1: 181,575 shares; 2024Q2: 169,807 shares; 2024Q3: 173,545 shares; 2024Q4: 169,226 shares 169,226 $21.8M 0.24% -4,319 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 376,664 shares; 2023Q4: 392,944 shares; 2024Q1: 434,458 shares; 2024Q2: 443,236 shares; 2024Q3: 446,081 shares; 2024Q4: 474,983 shares 474,983 $21.5M 0.24% +28,902 Timeline LGOV 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 488,038 shares; 2023Q4: 516,595 shares; 2024Q1: 921,413 shares; 2024Q2: 1,054,953 shares; 2024Q3: 1,070,962 shares; 2024Q4: 1,031,467 shares 1,031,467 $21.5M 0.24% -39,495 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 569,383 shares; 2023Q4: 414,365 shares; 2024Q1: 469,099 shares; 2024Q2: 534,773 shares; 2024Q3: 497,250 shares; 2024Q4: 422,153 shares 422,153 $21.3M 0.23% -75,097 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 265,598 shares; 2023Q4: 322,870 shares; 2024Q1: 282,524 shares; 2024Q2: 266,998 shares; 2024Q3: 252,333 shares; 2024Q4: 187,591 shares 187,591 $20M 0.22% -64,742 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,261 shares; 2023Q4: 111,069 shares; 2024Q1: 213,375 shares; 2024Q2: 237,806 shares; 2024Q3: 330,691 shares; 2024Q4: 354,657 shares 354,657 $19.7M 0.22% +23,966 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 948,352 shares; 2023Q4: 732,600 shares; 2024Q1: 607,427 shares; 2024Q2: 527,624 shares; 2024Q3: 516,592 shares; 2024Q4: 447,755 shares 447,755 $19.5M 0.21% -68,837 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 373,587 shares; 2023Q4: 383,128 shares; 2024Q1: 388,572 shares; 2024Q2: 374,903 shares; 2024Q3: 371,899 shares; 2024Q4: 394,533 shares 394,533 $19.5M 0.21% +22,634 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,699 shares; 2023Q4: 29,386 shares; 2024Q1: 44,413 shares; 2024Q2: 35,131 shares; 2024Q3: 31,330 shares; 2024Q4: 94,142 shares 94,142 $19.5M 0.21% +62,812 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 365,058 shares; 2023Q4: 341,727 shares; 2024Q1: 344,448 shares; 2024Q2: 325,187 shares; 2024Q3: 370,269 shares; 2024Q4: 366,751 shares 366,751 $18.7M 0.2% -3,518 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 206,718 shares; 2023Q4: 209,010 shares; 2024Q1: 236,322 shares; 2024Q2: 256,385 shares; 2024Q3: 236,288 shares; 2024Q4: 241,907 shares 241,907 $18.3M 0.2% +5,619 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 118,710 shares; 2023Q4: 113,754 shares; 2024Q1: 100,995 shares; 2024Q2: 98,408 shares; 2024Q3: 95,890 shares; 2024Q4: 98,267 shares 98,267 $18.2M 0.2% +2,377 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,896 shares; 2023Q4: 32,916 shares; 2024Q1: 33,613 shares; 2024Q2: 39,890 shares; 2024Q3: 37,592 shares; 2024Q4: 37,040 shares 37,040 $18M 0.2% -552 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 133,884 shares; 2023Q4: 230,015 shares; 2024Q1: 371,869 shares; 2024Q2: 429,218 shares; 2024Q3: 415,312 shares; 2024Q4: 404,708 shares 404,708 $17.9M 0.2% -10,604 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 336,521 shares; 2023Q4: 355,400 shares; 2024Q1: 388,927 shares; 2024Q2: 377,911 shares; 2024Q3: 323,809 shares; 2024Q4: 330,258 shares 330,258 $17.8M 0.19% +6,449 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 358,836 shares; 2023Q4: 363,639 shares; 2024Q1: 233,729 shares; 2024Q2: 370,652 shares; 2024Q3: 258,884 shares; 2024Q4: 340,056 shares 340,056 $17.8M 0.19% +81,172 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,578 shares; 2023Q4: 46,153 shares; 2024Q1: 43,865 shares; 2024Q2: 41,395 shares; 2024Q3: 37,621 shares; 2024Q4: 34,991 shares 34,991 $17.7M 0.19% -2,630 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 82,629 shares; 2023Q4: 79,865 shares; 2024Q1: 80,041 shares; 2024Q2: 82,994 shares; 2024Q3: 74,910 shares; 2024Q4: 80,491 shares 80,491 $17.7M 0.19% +5,581 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 327,695 shares; 2023Q4: 252,064 shares; 2024Q1: 278,877 shares; 2024Q2: 279,816 shares; 2024Q3: 281,397 shares; 2024Q4: 298,763 shares 298,763 $17.6M 0.19% +17,366 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,563 shares; 2023Q4: 27,896 shares; 2024Q1: 26,405 shares; 2024Q2: 26,312 shares; 2024Q3: 25,227 shares; 2024Q4: 19,742 shares 19,742 $17.6M 0.19% -5,485 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 228,814 shares; 2023Q4: 284,274 shares; 2024Q1: 248,323 shares; 2024Q2: 243,607 shares; 2024Q3: 281,509 shares; 2024Q4: 253,127 shares 253,127 $17.3M 0.19% -28,382 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 497,558 shares; 2023Q4: 508,127 shares; 2024Q1: 523,634 shares; 2024Q2: 495,617 shares; 2024Q3: 434,676 shares; 2024Q4: 426,751 shares 426,751 $17.1M 0.19% -7,925 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,639 shares; 2023Q4: 22,915 shares; 2024Q1: 79,745 shares; 2024Q2: 82,320 shares; 2024Q3: 81,097 shares; 2024Q4: 80,709 shares 80,709 $17.1M 0.19% -388 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 311,151 shares; 2023Q4: 408,016 shares; 2024Q1: 330,052 shares; 2024Q2: 269,731 shares; 2024Q3: 273,751 shares; 2024Q4: 337,778 shares 337,778 $16.4M 0.18% +64,027 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 82,546 shares; 2023Q4: 42,567 shares; 2024Q1: 103,732 shares; 2024Q2: 103,684 shares; 2024Q3: 93,391 shares; 2024Q4: 99,156 shares 99,156 $16.2M 0.18% +5,765 Timeline APCB 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 802,065 shares; 2023Q4: 542,496 shares; 2024Q1: 569,699 shares; 2024Q2: 579,005 shares; 2024Q3: 646,539 shares; 2024Q4: 555,804 shares 555,804 $16.1M 0.18% -90,735 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,748 shares; 2023Q4: 17,369 shares; 2024Q1: 22,219 shares; 2024Q2: 28,985 shares; 2024Q3: 28,518 shares; 2024Q4: 28,105 shares 28,105 $16.1M 0.18% -413 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,542 shares; 2023Q4: 51,713 shares; 2024Q1: 52,978 shares; 2024Q2: 57,825 shares; 2024Q3: 49,281 shares; 2024Q4: 55,368 shares 55,368 $16.1M 0.18% +6,087 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135,751 shares; 2023Q4: 129,985 shares; 2024Q1: 127,875 shares; 2024Q2: 134,265 shares; 2024Q3: 137,042 shares; 2024Q4: 138,734 shares 138,734 $16M 0.18% +1,692 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135,539 shares; 2023Q4: 135,974 shares; 2024Q1: 157,080 shares; 2024Q2: 150,516 shares; 2024Q3: 141,392 shares; 2024Q4: 131,757 shares 131,757 $15.9M 0.17% -9,635 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 179,731 shares; 2023Q4: 175,392 shares; 2024Q1: 167,264 shares; 2024Q2: 168,461 shares; 2024Q3: 151,941 shares; 2024Q4: 140,762 shares 140,762 $15.7M 0.17% -11,179 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 223,874 shares; 2023Q4: 189,123 shares; 2024Q1: 219,925 shares; 2024Q2: 214,381 shares; 2024Q3: 153,329 shares; 2024Q4: 156,016 shares 156,016 $15.7M 0.17% +2,687 Timeline XMHQ 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,835 shares; 2023Q4: 70,355 shares; 2024Q1: 115,307 shares; 2024Q2: 121,539 shares; 2024Q3: 132,013 shares; 2024Q4: 158,876 shares 158,876 $15.6M 0.17% +26,863 Timeline APIE 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 653,257 shares; 2023Q4: 525,130 shares; 2024Q1: 560,602 shares; 2024Q2: 576,970 shares; 2024Q3: 629,839 shares; 2024Q4: 557,683 shares 557,683 $15.6M 0.17% -72,156 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 496,593 shares; 2023Q4: 479,599 shares; 2024Q1: 496,800 shares; 2024Q2: 550,095 shares; 2024Q3: 577,419 shares; 2024Q4: 584,963 shares 584,963 $15.5M 0.17% +7,544 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 230,908 shares; 2023Q4: 229,410 shares; 2024Q1: 242,229 shares; 2024Q2: 242,643 shares; 2024Q3: 253,928 shares; 2024Q4: 249,068 shares 249,068 $15.5M 0.17% -4,860 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 61,741 shares; 2023Q4: 55,674 shares; 2024Q1: 53,521 shares; 2024Q2: 51,694 shares; 2024Q3: 44,918 shares; 2024Q4: 45,736 shares 45,736 $15.3M 0.17% +818 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 669,751 shares; 2023Q4: 666,680 shares; 2024Q1: 360,420 shares; 2024Q2: 261,448 shares; 2024Q3: 260,602 shares; 2024Q4: 301,609 shares 301,609 $15.2M 0.17% +41,007 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 360,463 shares; 2023Q4: 399,296 shares; 2024Q1: 409,035 shares; 2024Q2: 280,899 shares; 2024Q3: 286,183 shares; 2024Q4: 337,452 shares 337,452 $15.2M 0.17% +51,269 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 129,330 shares; 2023Q4: 121,277 shares; 2024Q1: 141,494 shares; 2024Q2: 133,427 shares; 2024Q3: 157,948 shares; 2024Q4: 188,570 shares 188,570 $15.1M 0.17% +30,622 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,987 shares; 2023Q4: 83,929 shares; 2024Q1: 108,210 shares; 2024Q2: 88,190 shares; 2024Q3: 83,570 shares; 2024Q4: 85,512 shares 85,512 $15M 0.16% +1,942 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,930 shares; 2023Q4: 22,335 shares; 2024Q1: 21,285 shares; 2024Q2: 20,512 shares; 2024Q3: 101,931 shares; 2024Q4: 119,142 shares 119,142 $14.9M 0.16% +17,211 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,199 shares; 2023Q4: 52,232 shares; 2024Q1: 75,106 shares; 2024Q2: 69,038 shares; 2024Q3: 30,968 shares; 2024Q4: 63,046 shares 63,046 $14.8M 0.16% +32,078 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 72,852 shares; 2023Q4: 84,334 shares; 2024Q1: 86,541 shares; 2024Q2: 80,714 shares; 2024Q3: 90,059 shares; 2024Q4: 79,130 shares 79,130 $14.6M 0.16% -10,929 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 179,962 shares; 2023Q4: 191,860 shares; 2024Q1: 194,861 shares; 2024Q2: 195,588 shares; 2024Q3: 190,649 shares; 2024Q4: 193,253 shares 193,253 $14.6M 0.16% +2,604 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,089 shares; 2023Q4: 31,989 shares; 2024Q1: 34,439 shares; 2024Q2: 33,057 shares; 2024Q3: 31,764 shares; 2024Q4: 41,894 shares 41,894 $14.4M 0.16% +10,130 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 102,288 shares; 2023Q4: 126,908 shares; 2024Q1: 177,312 shares; 2024Q2: 183,329 shares; 2024Q3: 168,910 shares; 2024Q4: 154,777 shares 154,777 $14.4M 0.16% -14,133 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 289,164 shares; 2023Q4: 162,302 shares; 2024Q1: 158,175 shares; 2024Q2: 152,293 shares; 2024Q3: 175,094 shares; 2024Q4: 188,590 shares 188,590 $14.3M 0.16% +13,496 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,298 shares; 2023Q4: 39,715 shares; 2024Q1: 55,918 shares; 2024Q2: 188,423 shares; 2024Q3: 250,263 shares; 2024Q4: 281,481 shares 281,481 $14.3M 0.16% +31,218 Timeline BINC 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,562 shares; 2024Q1: 157,948 shares; 2024Q2: 177,883 shares; 2024Q3: 255,417 shares; 2024Q4: 274,118 shares 274,118 $14.3M 0.16% +18,701 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 139,900 shares; 2023Q4: 156,056 shares; 2024Q1: 163,284 shares; 2024Q2: 160,327 shares; 2024Q3: 112,352 shares; 2024Q4: 92,799 shares 92,799 $14.2M 0.16% -19,553 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 361,423 shares; 2023Q4: 347,434 shares; 2024Q1: 358,672 shares; 2024Q2: 343,996 shares; 2024Q3: 324,743 shares; 2024Q4: 321,859 shares 321,859 $14.1M 0.16% -2,884 Timeline CGMS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,309 shares; 2023Q4: 180,097 shares; 2024Q1: 228,318 shares; 2024Q2: 231,772 shares; 2024Q3: 416,525 shares; 2024Q4: 518,470 shares 518,470 $14.1M 0.16% +101,945 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 140,363 shares; 2023Q4: 90,686 shares; 2024Q1: 139,838 shares; 2024Q2: 127,894 shares; 2024Q3: 120,056 shares; 2024Q4: 119,323 shares 119,323 $14.1M 0.15% -733 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 132,202 shares; 2023Q4: 131,861 shares; 2024Q1: 130,651 shares; 2024Q2: 110,452 shares; 2024Q3: 101,647 shares; 2024Q4: 106,329 shares 106,329 $14M 0.15% +4,682 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,043 shares; 2023Q4: 23,925 shares; 2024Q1: 41,402 shares; 2024Q2: 40,256 shares; 2024Q3: 38,278 shares; 2024Q4: 37,147 shares 37,147 $13.9M 0.15% -1,131 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,043 shares; 2023Q4: 11,563 shares; 2024Q1: 11,506 shares; 2024Q2: 10,877 shares; 2024Q3: 24,359 shares; 2024Q4: 37,481 shares 37,481 $13.7M 0.15% +13,122 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 247,832 shares; 2023Q4: 267,011 shares; 2024Q1: 285,640 shares; 2024Q2: 340,173 shares; 2024Q3: 329,468 shares; 2024Q4: 273,499 shares 273,499 $13.7M 0.15% -55,969 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,778 shares; 2023Q4: 39,020 shares; 2024Q1: 57,692 shares; 2024Q2: 72,714 shares; 2024Q3: 71,424 shares; 2024Q4: 68,902 shares 68,902 $13.6M 0.15% -2,522 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 159,157 shares; 2023Q4: 247,443 shares; 2024Q1: 283,318 shares; 2024Q2: 318,628 shares; 2024Q3: 319,252 shares; 2024Q4: 335,689 shares 335,689 $13.6M 0.15% +16,437 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 469,405 shares; 2023Q4: 525,578 shares; 2024Q1: 553,494 shares; 2024Q2: 472,442 shares; 2024Q3: 472,733 shares; 2024Q4: 680,628 shares 680,628 $13.3M 0.15% +207,895 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 110,456 shares; 2023Q4: 154,264 shares; 2024Q1: 149,664 shares; 2024Q2: 140,587 shares; 2024Q3: 134,164 shares; 2024Q4: 160,243 shares 160,243 $13.1M 0.14% +26,079 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 197,049 shares; 2023Q4: 197,277 shares; 2024Q1: 198,202 shares; 2024Q2: 173,279 shares; 2024Q3: 149,025 shares; 2024Q4: 129,243 shares 129,243 $12.9M 0.14% -19,782 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 201,919 shares; 2023Q4: 203,415 shares; 2024Q1: 209,513 shares; 2024Q2: 210,067 shares; 2024Q3: 220,467 shares; 2024Q4: 224,314 shares 224,314 $12.9M 0.14% +3,847 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 138,089 shares; 2023Q4: 132,535 shares; 2024Q1: 137,594 shares; 2024Q2: 118,842 shares; 2024Q3: 178,412 shares; 2024Q4: 141,942 shares 141,942 $12.7M 0.14% -36,470 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59,710 shares; 2023Q4: 34,786 shares; 2024Q1: 70,603 shares; 2024Q2: 68,579 shares; 2024Q3: 66,324 shares; 2024Q4: 49,868 shares 49,868 $12.7M 0.14% -16,456 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,159 shares; 2023Q4: 51,212 shares; 2024Q1: 54,573 shares; 2024Q2: 43,817 shares; 2024Q3: 40,316 shares; 2024Q4: 42,063 shares 42,063 $12.5M 0.14% +1,747 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 779,687 shares; 2023Q4: 746,454 shares; 2024Q1: 737,041 shares; 2024Q2: 629,329 shares; 2024Q3: 528,007 shares; 2024Q4: 547,557 shares 547,557 $12.5M 0.14% +19,550 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 197,886 shares; 2023Q4: 190,497 shares; 2024Q1: 181,309 shares; 2024Q2: 177,192 shares; 2024Q3: 162,876 shares; 2024Q4: 145,456 shares 145,456 $12.5M 0.14% -17,420 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 151,382 shares; 2023Q4: 148,883 shares; 2024Q1: 158,269 shares; 2024Q2: 185,377 shares; 2024Q3: 187,181 shares; 2024Q4: 188,559 shares 188,559 $12.4M 0.14% +1,378 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,751 shares; 2023Q4: 72,566 shares; 2024Q1: 85,610 shares; 2024Q2: 78,508 shares; 2024Q3: 76,140 shares; 2024Q4: 74,143 shares 74,143 $12.4M 0.14% -1,997 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,482 shares; 2023Q4: 38,715 shares; 2024Q1: 43,167 shares; 2024Q2: 38,041 shares; 2024Q3: 35,121 shares; 2024Q4: 33,654 shares 33,654 $12.2M 0.13% -1,467 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 148,338 shares; 2023Q4: 215,350 shares; 2024Q1: 254,250 shares; 2024Q2: 286,846 shares; 2024Q3: 327,415 shares; 2024Q4: 346,595 shares 346,595 $12.1M 0.13% +19,180 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,573 shares; 2023Q4: 46,084 shares; 2024Q1: 46,498 shares; 2024Q2: 45,380 shares; 2024Q3: 44,302 shares; 2024Q4: 45,753 shares 45,753 $11.9M 0.13% +1,451 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 92,360 shares; 2023Q4: 47,881 shares; 2024Q1: 86,974 shares; 2024Q2: 83,156 shares; 2024Q3: 77,784 shares; 2024Q4: 76,192 shares 76,192 $11.8M 0.13% -1,592 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 562,173 shares; 2023Q4: 325,941 shares; 2024Q1: 244,723 shares; 2024Q2: 228,705 shares; 2024Q3: 281,952 shares; 2024Q4: 196,377 shares 196,377 $11.7M 0.13% -85,575 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,273 shares; 2023Q4: 51,459 shares; 2024Q1: 35,354 shares; 2024Q2: 37,310 shares; 2024Q3: 29,423 shares; 2024Q4: 33,801 shares 33,801 $11.6M 0.13% +4,378 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,459 shares; 2023Q4: 29,227 shares; 2024Q1: 51,146 shares; 2024Q2: 49,249 shares; 2024Q3: 46,469 shares; 2024Q4: 45,408 shares 45,408 $11.6M 0.13% -1,061 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 92,550 shares; 2023Q4: 87,336 shares; 2024Q1: 84,444 shares; 2024Q2: 96,604 shares; 2024Q3: 73,137 shares; 2024Q4: 75,113 shares 75,113 $11.5M 0.13% +1,976 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,561 shares; 2023Q4: 13,050 shares; 2024Q1: 30,228 shares; 2024Q2: 15,098 shares; 2024Q3: 18,777 shares; 2024Q4: 92,787 shares 92,787 $11.5M 0.13% +74,010 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,823 shares; 2023Q4: 30,979 shares; 2024Q1: 35,657 shares; 2024Q2: 35,293 shares; 2024Q3: 35,049 shares; 2024Q4: 35,497 shares 35,497 $11.4M 0.13% +448 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 309,814 shares; 2023Q4: 313,921 shares; 2024Q1: 334,740 shares; 2024Q2: 318,396 shares; 2024Q3: 316,963 shares; 2024Q4: 362,010 shares 362,010 $11.4M 0.12% +45,047 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 141,069 shares; 2023Q4: 38,609 shares; 2024Q1: 37,072 shares; 2024Q2: 37,654 shares; 2024Q3: 42,154 shares; 2024Q4: 144,806 shares 144,806 $11.3M 0.12% +102,652 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,470 shares; 2023Q4: 25,590 shares; 2024Q1: 63,330 shares; 2024Q2: 58,042 shares; 2024Q3: 57,968 shares; 2024Q4: 51,801 shares 51,801 $11.2M 0.12% -6,167 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,658 shares; 2023Q4: 36,945 shares; 2024Q1: 37,722 shares; 2024Q2: 61,585 shares; 2024Q3: 67,318 shares; 2024Q4: 82,315 shares 82,315 $11.1M 0.12% +14,997 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 104,448 shares; 2023Q4: 113,264 shares; 2024Q1: 114,421 shares; 2024Q2: 105,753 shares; 2024Q3: 100,322 shares; 2024Q4: 94,860 shares 94,860 $11M 0.12% -5,462 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80,927 shares; 2023Q4: 84,116 shares; 2024Q1: 91,470 shares; 2024Q2: 92,425 shares; 2024Q3: 90,428 shares; 2024Q4: 101,582 shares 101,582 $10.9M 0.12% +11,154 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,524 shares; 2023Q4: 46,048 shares; 2024Q1: 50,387 shares; 2024Q2: 50,457 shares; 2024Q3: 48,788 shares; 2024Q4: 54,133 shares 54,133 $10.9M 0.12% +5,345 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,082 shares; 2023Q4: 148,373 shares; 2024Q1: 165,857 shares; 2024Q2: 147,524 shares; 2024Q3: 278,629 shares; 2024Q4: 293,907 shares 293,907 $10.9M 0.12% +15,278 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 148,351 shares; 2023Q4: 156,663 shares; 2024Q1: 142,040 shares; 2024Q2: 139,401 shares; 2024Q3: 179,780 shares; 2024Q4: 155,319 shares 155,319 $10.9M 0.12% -24,461 Timeline KNG 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81,891 shares; 2023Q4: 107,855 shares; 2024Q1: 139,667 shares; 2024Q2: 161,656 shares; 2024Q3: 196,726 shares; 2024Q4: 215,557 shares 215,557 $10.8M 0.12% +18,831 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 195,139 shares; 2023Q4: 187,645 shares; 2024Q1: 195,453 shares; 2024Q2: 167,176 shares; 2024Q3: 169,162 shares; 2024Q4: 190,678 shares 190,678 $10.8M 0.12% +21,516 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 148,969 shares; 2023Q4: 161,628 shares; 2024Q1: 178,465 shares; 2024Q2: 181,148 shares; 2024Q3: 176,199 shares; 2024Q4: 204,754 shares 204,754 $10.8M 0.12% +28,555 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 113,027 shares; 2023Q4: 128,472 shares; 2024Q1: 145,583 shares; 2024Q2: 154,559 shares; 2024Q3: 130,726 shares; 2024Q4: 101,963 shares 101,963 $10.7M 0.12% -28,763 Timeline PFM 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 205,580 shares; 2023Q4: 206,780 shares; 2024Q1: 209,863 shares; 2024Q2: 216,393 shares; 2024Q3: 223,840 shares; 2024Q4: 232,598 shares 232,598 $10.7M 0.12% +8,758 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 213,090 shares; 2023Q4: 188,100 shares; 2024Q1: 194,049 shares; 2024Q2: 207,590 shares; 2024Q3: 196,160 shares; 2024Q4: 182,512 shares 182,512 $10.6M 0.12% -13,648 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 312,182 shares; 2023Q4: 317,879 shares; 2024Q1: 310,119 shares; 2024Q2: 315,960 shares; 2024Q3: 314,494 shares; 2024Q4: 114,283 shares 114,283 $10.6M 0.12% -200,211 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 219,026 shares; 2023Q4: 213,462 shares; 2024Q1: 207,657 shares; 2024Q2: 187,953 shares; 2024Q3: 164,271 shares; 2024Q4: 178,373 shares 178,373 $10.6M 0.12% +14,102 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 138,854 shares; 2023Q4: 128,703 shares; 2024Q1: 109,695 shares; 2024Q2: 111,332 shares; 2024Q3: 129,903 shares; 2024Q4: 131,756 shares 131,756 $10.4M 0.11% +1,853 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 440,800 shares; 2023Q4: 437,873 shares; 2024Q1: 455,497 shares; 2024Q2: 411,546 shares; 2024Q3: 412,406 shares; 2024Q4: 512,342 shares 512,342 $10.3M 0.11% +99,936 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,546 shares; 2023Q4: 74,364 shares; 2024Q1: 83,672 shares; 2024Q2: 86,690 shares; 2024Q3: 79,822 shares; 2024Q4: 83,265 shares 83,265 $10.1M 0.11% +3,443 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 73,192 shares; 2023Q4: 78,341 shares; 2024Q1: 74,902 shares; 2024Q2: 67,614 shares; 2024Q3: 38,437 shares; 2024Q4: 50,560 shares 50,560 $10M 0.11% +12,123 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 137,676 shares; 2023Q4: 147,186 shares; 2024Q1: 165,117 shares; 2024Q2: 168,939 shares; 2024Q3: 169,379 shares; 2024Q4: 186,543 shares 186,543 $9.96M 0.11% +17,164 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,216 shares; 2023Q4: 12,004 shares; 2024Q1: 12,951 shares; 2024Q2: 15,085 shares; 2024Q3: 16,001 shares; 2024Q4: 17,348 shares 17,348 $9.93M 0.11% +1,347 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 82,031 shares; 2023Q4: 83,014 shares; 2024Q1: 113,233 shares; 2024Q2: 157,050 shares; 2024Q3: 135,510 shares; 2024Q4: 131,329 shares 131,329 $9.9M 0.11% -4,181 Timeline GSUS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 124,142 shares; 2023Q4: 121,996 shares; 2024Q1: 113,552 shares; 2024Q2: 118,272 shares; 2024Q3: 113,267 shares; 2024Q4: 120,049 shares 120,049 $9.7M 0.11% +6,782 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 423,069 shares; 2023Q4: 284,155 shares; 2024Q1: 250,060 shares; 2024Q2: 277,959 shares; 2024Q3: 211,825 shares; 2024Q4: 192,110 shares 192,110 $9.67M 0.11% -19,715 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 134,529 shares; 2023Q4: 141,178 shares; 2024Q1: 144,495 shares; 2024Q2: 142,273 shares; 2024Q3: 141,281 shares; 2024Q4: 145,962 shares 145,962 $9.65M 0.11% +4,681 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 73,621 shares; 2023Q4: 75,051 shares; 2024Q1: 82,381 shares; 2024Q2: 79,756 shares; 2024Q3: 73,904 shares; 2024Q4: 77,112 shares 77,112 $9.64M 0.11% +3,208 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 121,441 shares; 2023Q4: 138,698 shares; 2024Q1: 145,521 shares; 2024Q2: 134,747 shares; 2024Q3: 134,268 shares; 2024Q4: 136,629 shares 136,629 $9.62M 0.11% +2,361 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 210,959 shares; 2023Q4: 204,169 shares; 2024Q1: 176,447 shares; 2024Q2: 167,772 shares; 2024Q3: 157,276 shares; 2024Q4: 156,728 shares 156,728 $9.45M 0.1% -548 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,730 shares; 2023Q4: 64,379 shares; 2024Q1: 156,277 shares; 2024Q2: 164,000 shares; 2024Q3: 177,836 shares; 2024Q4: 197,181 shares 197,181 $9.44M 0.1% +19,345 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,447 shares; 2023Q4: 10,353 shares; 2024Q1: 11,549 shares; 2024Q2: 12,008 shares; 2024Q3: 9,945 shares; 2024Q4: 8,874 shares 8,874 $9.41M 0.1% -1,071 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,473 shares; 2023Q4: 57,491 shares; 2024Q1: 81,007 shares; 2024Q2: 66,144 shares; 2024Q3: 67,734 shares; 2024Q4: 84,827 shares 84,827 $9.34M 0.1% +17,093 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,331 shares; 2023Q4: 88,390 shares; 2024Q1: 96,952 shares; 2024Q2: 103,689 shares; 2024Q3: 105,948 shares; 2024Q4: 113,338 shares 113,338 $9.33M 0.1% +7,390 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,997 shares 8,997 $9.22M 0.1% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 115,385 shares; 2023Q4: 107,463 shares; 2024Q1: 110,808 shares; 2024Q2: 130,497 shares; 2024Q3: 128,069 shares; 2024Q4: 127,867 shares 127,867 $9.17M 0.1% -202 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 119,651 shares; 2023Q4: 122,316 shares; 2024Q1: 117,586 shares; 2024Q2: 80,255 shares; 2024Q3: 69,643 shares; 2024Q4: 90,525 shares 90,525 $9.09M 0.1% +20,882 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 223,471 shares; 2023Q4: 365,518 shares; 2024Q1: 248,461 shares; 2024Q2: 250,352 shares; 2024Q3: 250,518 shares; 2024Q4: 177,638 shares 177,638 $9.08M 0.1% -72,880 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,354 shares; 2023Q4: 37,880 shares; 2024Q1: 39,083 shares; 2024Q2: 40,467 shares; 2024Q3: 35,385 shares; 2024Q4: 30,071 shares 30,071 $9.04M 0.1% -5,314 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,601 shares; 2023Q4: 84,878 shares; 2024Q1: 81,541 shares; 2024Q2: 68,449 shares; 2024Q3: 59,717 shares; 2024Q4: 50,285 shares 50,285 $8.9M 0.1% -9,432 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 153,526 shares; 2023Q4: 110,733 shares; 2024Q1: 105,671 shares; 2024Q2: 90,767 shares; 2024Q3: 63,921 shares; 2024Q4: 82,827 shares 82,827 $8.83M 0.1% +18,906 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 127,869 shares; 2023Q4: 123,957 shares; 2024Q1: 121,184 shares; 2024Q2: 105,267 shares; 2024Q3: 59,562 shares; 2024Q4: 59,626 shares 59,626 $8.82M 0.1% +64 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 216,045 shares; 2023Q4: 225,536 shares; 2024Q1: 221,612 shares; 2024Q2: 225,178 shares; 2024Q3: 264,642 shares; 2024Q4: 78,538 shares 78,538 $8.82M 0.1% -186,104 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 67,644 shares; 2023Q4: 71,314 shares; 2024Q1: 77,501 shares; 2024Q2: 74,211 shares; 2024Q3: 75,143 shares; 2024Q4: 77,402 shares 77,402 $8.75M 0.1% +2,259 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 111,849 shares; 2023Q4: 106,661 shares; 2024Q1: 104,438 shares; 2024Q2: 110,587 shares; 2024Q3: 105,652 shares; 2024Q4: 112,094 shares 112,094 $8.74M 0.1% +6,442 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,862 shares; 2024Q1: 41,992 shares; 2024Q2: 161,769 shares; 2024Q3: 189,868 shares; 2024Q4: 260,809 shares 260,809 $8.68M 0.1% +70,941 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,685 shares; 2023Q4: 41,673 shares; 2024Q1: 43,453 shares; 2024Q2: 31,668 shares; 2024Q3: 23,776 shares; 2024Q4: 19,399 shares 19,399 $8.63M 0.09% -4,377 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 148,197 shares; 2023Q4: 151,861 shares; 2024Q1: 67,273 shares; 2024Q2: 129,030 shares; 2024Q3: 201,535 shares; 2024Q4: 367,058 shares 367,058 $8.61M 0.09% +165,523 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,965 shares; 2023Q4: 49,345 shares; 2024Q1: 49,324 shares; 2024Q2: 55,954 shares; 2024Q3: 63,791 shares; 2024Q4: 85,646 shares 85,646 $8.53M 0.09% +21,855 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 82,677 shares; 2023Q4: 87,349 shares; 2024Q1: 95,699 shares; 2024Q2: 96,253 shares; 2024Q3: 94,311 shares; 2024Q4: 105,758 shares 105,758 $8.5M 0.09% +11,447 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,643 shares; 2023Q4: 28,278 shares; 2024Q1: 33,312 shares; 2024Q2: 36,196 shares; 2024Q3: 28,006 shares; 2024Q4: 37,870 shares 37,870 $8.5M 0.09% +9,864 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 339,819 shares; 2023Q4: 349,890 shares; 2024Q1: 433,743 shares; 2024Q2: 418,618 shares; 2024Q3: 441,481 shares; 2024Q4: 459,863 shares 459,863 $8.42M 0.09% +18,382 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,584 shares; 2023Q4: 83,252 shares; 2024Q1: 75,981 shares; 2024Q2: 60,681 shares; 2024Q3: 47,467 shares; 2024Q4: 48,643 shares 48,643 $8.39M 0.09% +1,176 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 191,450 shares; 2023Q4: 248,561 shares; 2024Q1: 176,988 shares; 2024Q2: 230,922 shares; 2024Q3: 224,828 shares; 2024Q4: 215,491 shares 215,491 $8.27M 0.09% -9,337 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 136,283 shares; 2023Q4: 140,987 shares; 2024Q1: 144,105 shares; 2024Q2: 162,024 shares; 2024Q3: 161,043 shares; 2024Q4: 159,179 shares 159,179 $8.23M 0.09% -1,864 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,173 shares; 2023Q4: 14,454 shares; 2024Q1: 14,553 shares; 2024Q2: 14,486 shares; 2024Q3: 14,365 shares; 2024Q4: 15,754 shares 15,754 $8.2M 0.09% +1,389 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,004 shares; 2023Q4: 45,801 shares; 2024Q1: 47,914 shares; 2024Q2: 55,326 shares; 2024Q3: 54,567 shares; 2024Q4: 61,930 shares 61,930 $8.18M 0.09% +7,363 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,394 shares; 2023Q4: 49,131 shares; 2024Q1: 47,423 shares; 2024Q2: 39,395 shares; 2024Q3: 39,789 shares; 2024Q4: 43,043 shares 43,043 $8.18M 0.09% +3,254 Timeline FTGS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,357 shares; 2024Q2: 38,432 shares; 2024Q3: 250,906 shares; 2024Q4: 260,090 shares 260,090 $8.17M 0.09% +9,184 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 111,104 shares; 2023Q4: 129,926 shares; 2024Q1: 164,461 shares; 2024Q2: 229,074 shares; 2024Q3: 187,110 shares; 2024Q4: 191,359 shares 191,359 $8.15M 0.09% +4,249 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 166,666 shares; 2023Q4: 154,000 shares; 2024Q1: 140,470 shares; 2024Q2: 141,733 shares; 2024Q3: 139,366 shares; 2024Q4: 358,933 shares 358,933 $8.15M 0.09% +219,567 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107,593 shares; 2023Q4: 106,667 shares; 2024Q1: 108,182 shares; 2024Q2: 105,024 shares; 2024Q3: 67,663 shares; 2024Q4: 67,147 shares 67,147 $8.15M 0.09% -516 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 221,127 shares; 2023Q4: 278,877 shares; 2024Q1: 279,459 shares; 2024Q2: 301,588 shares; 2024Q3: 346,647 shares; 2024Q4: 321,642 shares 321,642 $8.06M 0.09% -25,005 HYGH 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,573 shares; 2024Q1: 35,823 shares; 2024Q2: 50,081 shares; 2024Q3: 54,437 shares; 2024Q4: 92,818 shares 92,818 $8.02M 0.09% +38,381 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,537 shares; 2023Q4: 36,966 shares; 2024Q1: 38,331 shares; 2024Q2: 34,122 shares; 2024Q3: 35,070 shares; 2024Q4: 35,147 shares 35,147 $8.02M 0.09% +77 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10,665 shares; 2024Q1: 13,340 shares; 2024Q2: 12,240 shares; 2024Q3: 12,215 shares; 2024Q4: 246,111 shares 246,111 $8M 0.09% +233,896 Timeline TDIV 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 152,179 shares; 2023Q4: 100,599 shares; 2024Q1: 110,880 shares; 2024Q2: 90,090 shares; 2024Q3: 92,535 shares; 2024Q4: 101,929 shares 101,929 $8M 0.09% +9,394 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 66,621 shares; 2023Q4: 70,480 shares; 2024Q1: 72,871 shares; 2024Q2: 69,362 shares; 2024Q3: 81,054 shares; 2024Q4: 343,156 shares 343,156 $7.95M 0.09% +262,102 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,531 shares; 2023Q4: 36,683 shares; 2024Q1: 33,994 shares; 2024Q2: 33,957 shares; 2024Q3: 32,777 shares; 2024Q4: 32,208 shares 32,208 $7.95M 0.09% -569 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 188,760 shares; 2023Q4: 191,127 shares; 2024Q1: 198,578 shares; 2024Q2: 171,348 shares; 2024Q3: 94,604 shares; 2024Q4: 97,720 shares 97,720 $7.91M 0.09% +3,116 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 169,500 shares; 2023Q4: 174,345 shares; 2024Q1: 178,063 shares; 2024Q2: 188,932 shares; 2024Q3: 177,643 shares; 2024Q4: 230,244 shares 230,244 $7.86M 0.09% +52,601 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,946 shares; 2023Q4: 50,617 shares; 2024Q1: 52,009 shares; 2024Q2: 59,838 shares; 2024Q3: 60,223 shares; 2024Q4: 64,639 shares 64,639 $7.81M 0.09% +4,416 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,012 shares; 2023Q4: 37,576 shares; 2024Q1: 34,036 shares; 2024Q2: 30,233 shares; 2024Q3: 30,817 shares; 2024Q4: 34,501 shares 34,501 $7.79M 0.09% +3,684 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,959 shares; 2023Q4: 24,704 shares; 2024Q1: 27,678 shares; 2024Q2: 23,034 shares; 2024Q3: 30,279 shares; 2024Q4: 28,716 shares 28,716 $7.74M 0.08% -1,563 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 72,597 shares; 2023Q4: 83,368 shares; 2024Q1: 84,545 shares; 2024Q2: 82,292 shares; 2024Q3: 77,011 shares; 2024Q4: 70,218 shares 70,218 $7.74M 0.08% -6,793 Timeline FIXD 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 252,016 shares; 2023Q4: 293,735 shares; 2024Q1: 263,696 shares; 2024Q2: 270,764 shares; 2024Q3: 297,683 shares; 2024Q4: 179,378 shares 179,378 $7.71M 0.08% -118,305 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 61,174 shares; 2023Q4: 62,459 shares; 2024Q1: 75,483 shares; 2024Q2: 65,699 shares; 2024Q3: 59,593 shares; 2024Q4: 85,754 shares 85,754 $7.65M 0.08% +26,161 Timeline JPIE 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 17,444 shares; 2024Q1: 17,434 shares; 2024Q2: 17,045 shares; 2024Q3: 61,538 shares; 2024Q4: 167,430 shares 167,430 $7.64M 0.08% +105,892 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,531 shares; 2023Q4: 26,958 shares; 2024Q1: 33,829 shares; 2024Q2: 29,585 shares; 2024Q3: 25,354 shares; 2024Q4: 41,759 shares 41,759 $7.6M 0.08% +16,405 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,865 shares; 2023Q4: 115,770 shares; 2024Q1: 62,791 shares; 2024Q2: 65,332 shares; 2024Q3: 65,605 shares; 2024Q4: 69,229 shares 69,229 $7.52M 0.08% +3,624 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 382,854 shares; 2023Q4: 237,370 shares; 2024Q1: 237,370 shares; 2024Q2: 237,370 shares; 2024Q3: 237,370 shares; 2024Q4: 237,370 shares 237,370 $7.48M 0.08% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 175,774 shares; 2023Q4: 218,806 shares; 2024Q1: 311,770 shares; 2024Q2: 344,692 shares; 2024Q3: 412,208 shares; 2024Q4: 282,728 shares 282,728 $7.4M 0.08% -129,480 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120,036 shares; 2023Q4: 157,616 shares; 2024Q1: 152,893 shares; 2024Q2: 147,017 shares; 2024Q3: 130,505 shares; 2024Q4: 114,968 shares 114,968 $7.36M 0.08% -15,537 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 124,387 shares; 2023Q4: 125,203 shares; 2024Q1: 126,989 shares; 2024Q2: 121,595 shares; 2024Q3: 102,434 shares; 2024Q4: 79,707 shares 79,707 $7.27M 0.08% -22,727 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 102,491 shares; 2023Q4: 124,985 shares; 2024Q1: 112,430 shares; 2024Q2: 122,059 shares; 2024Q3: 129,940 shares; 2024Q4: 141,183 shares 141,183 $7.27M 0.08% +11,243 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 63,137 shares; 2023Q4: 63,263 shares; 2024Q1: 65,724 shares; 2024Q2: 109,631 shares; 2024Q3: 105,893 shares; 2024Q4: 79,597 shares 79,597 $7.24M 0.08% -26,296 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 74,142 shares; 2023Q4: 74,633 shares; 2024Q1: 76,964 shares; 2024Q2: 74,366 shares; 2024Q3: 72,362 shares; 2024Q4: 67,676 shares 67,676 $7.24M 0.08% -4,686 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,380 shares; 2023Q4: 45,846 shares; 2024Q1: 49,604 shares; 2024Q2: 46,429 shares; 2024Q3: 43,935 shares; 2024Q4: 42,926 shares 42,926 $7.16M 0.08% -1,009 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,505 shares; 2023Q4: 78,405 shares; 2024Q1: 108,621 shares; 2024Q2: 157,629 shares; 2024Q3: 166,237 shares; 2024Q4: 227,684 shares 227,684 $7.15M 0.08% +61,447 Timeline SDVY 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,475 shares; 2023Q4: 107,012 shares; 2024Q1: 84,615 shares; 2024Q2: 94,822 shares; 2024Q3: 134,562 shares; 2024Q4: 199,270 shares 199,270 $7.14M 0.08% +64,708 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 199,392 shares; 2023Q4: 285,192 shares; 2024Q1: 285,517 shares; 2024Q2: 285,317 shares; 2024Q3: 306,422 shares; 2024Q4: 296,407 shares 296,407 $7.13M 0.08% -10,015 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25,408 shares; 2023Q4: 26,406 shares; 2024Q1: 25,632 shares; 2024Q2: 26,116 shares; 2024Q3: 25,232 shares; 2024Q4: 27,032 shares 27,032 $7.12M 0.08% +1,800 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,525 shares; 2023Q4: 10,466 shares; 2024Q1: 12,004 shares; 2024Q2: 11,173 shares; 2024Q3: 10,573 shares; 2024Q4: 11,184 shares 11,184 $7.11M 0.08% +611 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 222,081 shares; 2023Q4: 191,418 shares; 2024Q1: 93,684 shares; 2024Q2: 60,615 shares; 2024Q3: 61,127 shares; 2024Q4: 54,934 shares 54,934 $7.08M 0.08% -6,193 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 400,549 shares; 2023Q4: 392,793 shares; 2024Q1: 386,695 shares; 2024Q2: 399,780 shares; 2024Q3: 382,040 shares; 2024Q4: 268,497 shares 268,497 $7.07M 0.08% -113,543 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 138,394 shares; 2023Q4: 69,763 shares; 2024Q1: 87,916 shares; 2024Q2: 141,737 shares; 2024Q3: 144,951 shares; 2024Q4: 70,081 shares 70,081 $7.05M 0.08% -74,870 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 110,529 shares; 2023Q4: 121,611 shares; 2024Q1: 131,866 shares; 2024Q2: 131,701 shares; 2024Q3: 132,528 shares; 2024Q4: 140,407 shares 140,407 $6.98M 0.08% +7,879 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59,002 shares; 2023Q4: 59,237 shares; 2024Q1: 57,516 shares; 2024Q2: 54,672 shares; 2024Q3: 53,879 shares; 2024Q4: 52,586 shares 52,586 $6.9M 0.08% -1,293 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 61,278 shares; 2023Q4: 69,263 shares; 2024Q1: 110,782 shares; 2024Q2: 156,452 shares; 2024Q3: 188,650 shares; 2024Q4: 166,746 shares 166,746 $6.9M 0.08% -21,904 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75,129 shares; 2023Q4: 72,213 shares; 2024Q1: 68,999 shares; 2024Q2: 69,494 shares; 2024Q3: 64,444 shares; 2024Q4: 77,927 shares 77,927 $6.89M 0.08% +13,483 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 32,419 shares; 2024Q1: 34,997 shares; 2024Q2: 69,186 shares; 2024Q3: 105,089 shares; 2024Q4: 150,014 shares 150,014 $6.88M 0.08% +44,925 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,416 shares; 2023Q4: 21,410 shares; 2024Q1: 22,775 shares; 2024Q2: 23,014 shares; 2024Q3: 38,842 shares; 2024Q4: 23,287 shares 23,287 $6.85M 0.08% -15,555 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 98,308 shares; 2023Q4: 101,401 shares; 2024Q1: 110,229 shares; 2024Q2: 101,567 shares; 2024Q3: 96,869 shares; 2024Q4: 96,806 shares 96,806 $6.8M 0.07% -63 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 373,729 shares; 2023Q4: 344,976 shares; 2024Q1: 362,596 shares; 2024Q2: 172,900 shares; 2024Q3: 178,323 shares; 2024Q4: 216,490 shares 216,490 $6.79M 0.07% +38,167 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 191,535 shares; 2023Q4: 203,167 shares; 2024Q1: 201,027 shares; 2024Q2: 191,112 shares; 2024Q3: 170,919 shares; 2024Q4: 180,309 shares 180,309 $6.77M 0.07% +9,390 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,733 shares; 2023Q4: 42,031 shares; 2024Q1: 44,771 shares; 2024Q2: 45,050 shares; 2024Q3: 47,155 shares; 2024Q4: 56,992 shares 56,992 $6.74M 0.07% +9,837 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 82,368 shares; 2023Q4: 95,692 shares; 2024Q1: 88,551 shares; 2024Q2: 82,821 shares; 2024Q3: 70,238 shares; 2024Q4: 67,199 shares 67,199 $6.69M 0.07% -3,039 Timeline BUFD 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 179,994 shares; 2023Q4: 185,592 shares; 2024Q1: 216,731 shares; 2024Q2: 214,981 shares; 2024Q3: 246,733 shares; 2024Q4: 262,112 shares 262,112 $6.69M 0.07% +15,379 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,233 shares; 2023Q4: 12,208 shares; 2024Q1: 12,740 shares; 2024Q2: 12,447 shares; 2024Q3: 8,508 shares; 2024Q4: 26,127 shares 26,127 $6.63M 0.07% +17,619 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81,632 shares 81,632 $6.62M 0.07% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 331,510 shares; 2023Q4: 178,006 shares; 2024Q1: 185,427 shares; 2024Q2: 314,099 shares; 2024Q3: 322,152 shares; 2024Q4: 287,721 shares 287,721 $6.61M 0.07% -34,431 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,379 shares; 2023Q4: 21,753 shares; 2024Q1: 23,023 shares; 2024Q2: 22,053 shares; 2024Q3: 21,635 shares; 2024Q4: 18,774 shares 18,774 $6.6M 0.07% -2,861 Timeline SPMO 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 54,417 shares; 2024Q2: 78,072 shares; 2024Q3: 80,900 shares; 2024Q4: 68,801 shares 68,801 $6.54M 0.07% -12,099 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 73,414 shares; 2023Q4: 95,110 shares; 2024Q1: 88,588 shares; 2024Q2: 69,029 shares; 2024Q3: 69,151 shares; 2024Q4: 286,489 shares 286,489 $6.5M 0.07% +217,338 Timeline VRIG 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 307,094 shares; 2023Q4: 281,356 shares; 2024Q1: 276,534 shares; 2024Q2: 279,731 shares; 2024Q3: 257,976 shares; 2024Q4: 257,215 shares 257,215 $6.46M 0.07% -761 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,081 shares; 2023Q4: 31,513 shares; 2024Q1: 31,052 shares; 2024Q2: 31,701 shares; 2024Q3: 37,332 shares; 2024Q4: 46,072 shares 46,072 $6.42M 0.07% +8,740 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 845 shares; 2023Q4: 847 shares; 2024Q1: 1,032 shares; 2024Q2: 1,123 shares; 2024Q3: 1,220 shares; 2024Q4: 1,282 shares 1,282 $6.37M 0.07% +62 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 56,746 shares; 2023Q4: 57,811 shares; 2024Q1: 55,521 shares; 2024Q2: 58,418 shares; 2024Q3: 55,010 shares; 2024Q4: 55,183 shares 55,183 $6.36M 0.07% +173 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 234,564 shares; 2023Q4: 231,120 shares; 2024Q1: 239,428 shares; 2024Q2: 224,968 shares; 2024Q3: 213,265 shares; 2024Q4: 187,245 shares 187,245 $6.35M 0.07% -26,020 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55,747 shares; 2023Q4: 68,747 shares; 2024Q1: 81,245 shares; 2024Q2: 93,132 shares; 2024Q3: 85,216 shares; 2024Q4: 92,466 shares 92,466 $6.28M 0.07% +7,250 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,398 shares; 2023Q4: 35,044 shares; 2024Q1: 29,869 shares; 2024Q2: 30,737 shares; 2024Q3: 32,728 shares; 2024Q4: 59,341 shares 59,341 $6.26M 0.07% +26,613 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 281,659 shares; 2023Q4: 92,821 shares; 2024Q1: 83,801 shares; 2024Q2: 188,411 shares; 2024Q3: 157,609 shares; 2024Q4: 125,927 shares 125,927 $6.25M 0.07% -31,682 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,670 shares; 2023Q4: 60,910 shares; 2024Q1: 63,590 shares; 2024Q2: 71,596 shares; 2024Q3: 72,473 shares; 2024Q4: 62,788 shares 62,788 $6.23M 0.07% -9,685 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,949 shares; 2023Q4: 59,240 shares; 2024Q1: 17,464 shares; 2024Q2: 17,006 shares; 2024Q3: 21,550 shares; 2024Q4: 21,457 shares 21,457 $6.2M 0.07% -93 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,555 shares; 2023Q4: 61,295 shares; 2024Q1: 66,849 shares; 2024Q2: 81,445 shares; 2024Q3: 96,319 shares; 2024Q4: 119,071 shares 119,071 $6.19M 0.07% +22,752 Timeline APMU 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 286,110 shares; 2023Q4: 131,814 shares; 2024Q1: 151,020 shares; 2024Q2: 180,260 shares; 2024Q3: 193,935 shares; 2024Q4: 250,776 shares 250,776 $6.18M 0.07% +56,841 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 127,338 shares; 2023Q4: 136,715 shares; 2024Q1: 138,653 shares; 2024Q2: 142,806 shares; 2024Q3: 162,801 shares; 2024Q4: 201,974 shares 201,974 $6.16M 0.07% +39,173 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,724 shares; 2023Q4: 51,736 shares; 2024Q1: 51,706 shares; 2024Q2: 30,714 shares; 2024Q3: 30,740 shares; 2024Q4: 68,648 shares 68,648 $6.15M 0.07% +37,908 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,337 shares; 2023Q4: 51,582 shares; 2024Q1: 53,188 shares; 2024Q2: 47,695 shares; 2024Q3: 46,295 shares; 2024Q4: 37,784 shares 37,784 $6.14M 0.07% -8,511 Timeline SYFI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 152,623 shares; 2024Q3: 165,935 shares; 2024Q4: 171,180 shares 171,180 $6.12M 0.07% +5,245 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,531 shares; 2023Q4: 11,635 shares; 2024Q1: 11,870 shares; 2024Q2: 12,049 shares; 2024Q3: 7,739 shares; 2024Q4: 42,626 shares 42,626 $6.09M 0.07% +34,887 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,575 shares; 2023Q4: 51,786 shares; 2024Q1: 56,030 shares; 2024Q2: 52,959 shares; 2024Q3: 46,068 shares; 2024Q4: 48,383 shares 48,383 $6.08M 0.07% +2,315 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 74,571 shares; 2023Q4: 83,878 shares; 2024Q1: 86,806 shares; 2024Q2: 77,635 shares; 2024Q3: 75,347 shares; 2024Q4: 71,691 shares 71,691 $6.08M 0.07% -3,656 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 114,621 shares; 2023Q4: 42,481 shares; 2024Q1: 43,678 shares; 2024Q2: 48,377 shares; 2024Q3: 41,284 shares; 2024Q4: 63,639 shares 63,639 $6.08M 0.07% +22,355 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 61,673 shares; 2023Q4: 63,195 shares; 2024Q1: 58,477 shares; 2024Q2: 55,711 shares; 2024Q3: 55,650 shares; 2024Q4: 64,426 shares 64,426 $6.04M 0.07% +8,776 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,058 shares; 2023Q4: 33,259 shares; 2024Q1: 34,303 shares; 2024Q2: 35,110 shares; 2024Q3: 29,254 shares; 2024Q4: 37,266 shares 37,266 $6.03M 0.07% +8,012 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,860 shares; 2023Q4: 27,054 shares; 2024Q1: 45,006 shares; 2024Q2: 51,152 shares; 2024Q3: 190,721 shares; 2024Q4: 223,625 shares 223,625 $6.02M 0.07% +32,904 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 644,649 shares; 2023Q4: 632,678 shares; 2024Q1: 612,147 shares; 2024Q2: 619,185 shares; 2024Q3: 606,164 shares; 2024Q4: 607,734 shares 607,734 $6.02M 0.07% +1,570 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,210 shares; 2023Q4: 18,963 shares; 2024Q1: 19,131 shares; 2024Q2: 15,488 shares; 2024Q3: 12,163 shares; 2024Q4: 14,142 shares 14,142 $6M 0.07% +1,979 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,364 shares; 2023Q4: 17,492 shares; 2024Q1: 17,362 shares; 2024Q2: 16,890 shares; 2024Q3: 16,218 shares; 2024Q4: 16,607 shares 16,607 $5.99M 0.07% +389 Timeline IETC 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,560 shares; 2023Q4: 12,560 shares; 2024Q1: 15,900 shares; 2024Q2: 13,862 shares; 2024Q3: 13,862 shares; 2024Q4: 70,007 shares 70,007 $5.97M 0.07% +56,145 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75,761 shares; 2023Q4: 73,440 shares; 2024Q1: 72,585 shares; 2024Q2: 75,422 shares; 2024Q3: 64,085 shares; 2024Q4: 56,083 shares 56,083 $5.96M 0.07% -8,002 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 67,276 shares; 2023Q4: 90,975 shares; 2024Q1: 106,751 shares; 2024Q2: 175,012 shares; 2024Q3: 156,307 shares; 2024Q4: 183,423 shares 183,423 $5.94M 0.07% +27,116 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 127,217 shares; 2023Q4: 125,909 shares; 2024Q1: 118,241 shares; 2024Q2: 119,269 shares; 2024Q3: 134,538 shares; 2024Q4: 121,099 shares 121,099 $5.89M 0.06% -13,439 Timeline JCPB 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,287 shares; 2023Q4: 69,033 shares; 2024Q1: 75,408 shares; 2024Q2: 78,600 shares; 2024Q3: 113,757 shares; 2024Q4: 126,417 shares 126,417 $5.83M 0.06% +12,660 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 108,659 shares; 2023Q4: 119,525 shares; 2024Q1: 111,039 shares; 2024Q2: 120,302 shares; 2024Q3: 124,516 shares; 2024Q4: 125,868 shares 125,868 $5.83M 0.06% +1,352 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,384 shares; 2023Q4: 89,569 shares; 2024Q1: 103,319 shares; 2024Q2: 101,052 shares; 2024Q3: 145,242 shares; 2024Q4: 59,369 shares 59,369 $5.81M 0.06% -85,873 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,316 shares; 2023Q4: 47,254 shares; 2024Q1: 49,059 shares; 2024Q2: 44,435 shares; 2024Q3: 41,952 shares; 2024Q4: 39,805 shares 39,805 $5.79M 0.06% -2,147 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,831 shares; 2023Q4: 24,284 shares; 2024Q1: 25,537 shares; 2024Q2: 25,280 shares; 2024Q3: 28,005 shares; 2024Q4: 29,938 shares 29,938 $5.77M 0.06% +1,933 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,429 shares; 2023Q4: 11,392 shares; 2024Q1: 11,769 shares; 2024Q2: 10,725 shares; 2024Q3: 10,254 shares; 2024Q4: 11,519 shares 11,519 $5.74M 0.06% +1,265 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 163,741 shares; 2023Q4: 198,315 shares; 2024Q1: 204,882 shares; 2024Q2: 246,670 shares; 2024Q3: 257,808 shares; 2024Q4: 231,854 shares 231,854 $5.72M 0.06% -25,954 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,644 shares; 2024Q2: 14,433 shares; 2024Q3: 14,792 shares; 2024Q4: 39,556 shares 39,556 $5.7M 0.06% +24,764 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,880 shares; 2023Q4: 57,941 shares; 2024Q1: 54,076 shares; 2024Q2: 46,834 shares; 2024Q3: 47,745 shares; 2024Q4: 47,588 shares 47,588 $5.64M 0.06% -157 Timeline GCOR 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 210,333 shares; 2023Q4: 213,426 shares; 2024Q1: 154,796 shares; 2024Q2: 149,960 shares; 2024Q3: 134,833 shares; 2024Q4: 139,012 shares 139,012 $5.63M 0.06% +4,179 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,861 shares; 2023Q4: 37,573 shares; 2024Q1: 44,557 shares; 2024Q2: 43,696 shares; 2024Q3: 39,785 shares; 2024Q4: 44,085 shares 44,085 $5.62M 0.06% +4,300 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,850 shares; 2023Q4: 44,965 shares; 2024Q1: 82,852 shares; 2024Q2: 234,604 shares; 2024Q3: 253,307 shares; 2024Q4: 239,389 shares 239,389 $5.58M 0.06% -13,918 VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,107 shares; 2023Q4: 29,660 shares; 2024Q1: 56,407 shares; 2024Q2: 53,877 shares; 2024Q3: 51,085 shares; 2024Q4: 29,646 shares 29,646 $5.57M 0.06% -21,439 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,204 shares; 2023Q4: 71,419 shares; 2024Q1: 71,843 shares; 2024Q2: 67,573 shares; 2024Q3: 65,719 shares; 2024Q4: 102,073 shares 102,073 $5.57M 0.06% +36,354 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 177,793 shares; 2023Q4: 296,382 shares; 2024Q1: 353,765 shares; 2024Q2: 375,343 shares; 2024Q3: 406,952 shares; 2024Q4: 268,579 shares 268,579 $5.55M 0.06% -138,373 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60,543 shares; 2023Q4: 67,657 shares; 2024Q1: 59,378 shares; 2024Q2: 60,146 shares; 2024Q3: 64,174 shares; 2024Q4: 65,689 shares 65,689 $5.53M 0.06% +1,515 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 17,146 shares; 2024Q1: 50,080 shares; 2024Q2: 52,775 shares; 2024Q3: 55,032 shares; 2024Q4: 213,064 shares 213,064 $5.53M 0.06% +158,032 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 8 shares 8 $5.45M 0.06% -1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,077 shares; 2023Q4: 24,153 shares; 2024Q1: 26,147 shares; 2024Q2: 28,781 shares; 2024Q3: 26,852 shares; 2024Q4: 33,456 shares 33,456 $5.43M 0.06% +6,604 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 74,604 shares; 2023Q4: 80,282 shares; 2024Q1: 85,300 shares; 2024Q2: 85,147 shares; 2024Q3: 81,842 shares; 2024Q4: 90,157 shares 90,157 $5.41M 0.06% +8,315 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80,157 shares; 2023Q4: 80,495 shares; 2024Q1: 75,672 shares; 2024Q2: 74,921 shares; 2024Q3: 61,164 shares; 2024Q4: 58,461 shares 58,461 $5.4M 0.06% -2,703 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,598 shares; 2023Q4: 14,015 shares; 2024Q1: 13,672 shares; 2024Q2: 12,824 shares; 2024Q3: 12,437 shares; 2024Q4: 12,886 shares 12,886 $5.39M 0.06% +449 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,926 shares; 2024Q2: not reported; 2024Q3: 1,659 shares; 2024Q4: 32,068 shares 32,068 $5.38M 0.06% +30,409 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,634 shares; 2023Q4: 13,743 shares; 2024Q1: 14,278 shares; 2024Q2: 15,332 shares; 2024Q3: 14,530 shares; 2024Q4: 14,529 shares 14,529 $5.37M 0.06% -1 Timeline CIBR 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,442 shares; 2023Q4: 55,259 shares; 2024Q1: 63,244 shares; 2024Q2: 63,244 shares; 2024Q3: 63,856 shares; 2024Q4: 83,170 shares 83,170 $5.28M 0.06% +19,314 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,404 shares; 2023Q4: 52,560 shares; 2024Q1: 56,098 shares; 2024Q2: 55,724 shares; 2024Q3: 58,668 shares; 2024Q4: 68,581 shares 68,581 $5.24M 0.06% +9,913 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 271,330 shares; 2023Q4: 258,870 shares; 2024Q1: 268,507 shares; 2024Q2: 287,216 shares; 2024Q3: 235,929 shares; 2024Q4: 208,243 shares 208,243 $5.22M 0.06% -27,686 Timeline BSCQ 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,645 shares; 2023Q4: 185,876 shares; 2024Q1: 289,946 shares; 2024Q2: 304,211 shares; 2024Q3: 331,738 shares; 2024Q4: 266,009 shares 266,009 $5.17M 0.06% -65,729 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,743 shares; 2023Q4: 20,262 shares; 2024Q1: 16,095 shares; 2024Q2: 15,705 shares; 2024Q3: 15,489 shares; 2024Q4: 10,900 shares 10,900 $5.12M 0.06% -4,589 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 173,871 shares; 2023Q4: 146,322 shares; 2024Q1: 146,773 shares; 2024Q2: 117,736 shares; 2024Q3: 121,057 shares; 2024Q4: 120,400 shares 120,400 $5.11M 0.06% -657 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 297,629 shares; 2023Q4: 284,173 shares; 2024Q1: 277,989 shares; 2024Q2: 257,812 shares; 2024Q3: 253,158 shares; 2024Q4: 253,428 shares 253,428 $5.09M 0.06% +270 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 167,789 shares; 2023Q4: 181,732 shares; 2024Q1: 193,895 shares; 2024Q2: 189,999 shares; 2024Q3: 166,701 shares; 2024Q4: 184,779 shares 184,779 $5.06M 0.06% +18,078 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,825 shares; 2023Q4: 13,100 shares; 2024Q1: 15,436 shares; 2024Q2: 13,119 shares; 2024Q3: 12,164 shares; 2024Q4: 15,119 shares 15,119 $5.02M 0.06% +2,955 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 116,705 shares; 2023Q4: 110,174 shares; 2024Q1: 364,114 shares; 2024Q2: 310,494 shares; 2024Q3: 155,234 shares; 2024Q4: 143,993 shares 143,993 $5M 0.05% -11,241 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,496 shares; 2023Q4: 20,424 shares; 2024Q1: 21,559 shares; 2024Q2: 22,235 shares; 2024Q3: 20,269 shares; 2024Q4: 17,065 shares 17,065 $4.95M 0.05% -3,204 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,673 shares; 2023Q4: 38,476 shares; 2024Q1: 39,917 shares; 2024Q2: 42,197 shares; 2024Q3: 41,852 shares; 2024Q4: 41,987 shares 41,987 $4.93M 0.05% +135 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,517 shares; 2023Q4: 7,288 shares; 2024Q1: 8,824 shares; 2024Q2: 8,901 shares; 2024Q3: 8,385 shares; 2024Q4: 8,635 shares 8,635 $4.93M 0.05% +250 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,877 shares; 2023Q4: 17,557 shares; 2024Q1: 18,981 shares; 2024Q2: 19,476 shares; 2024Q3: 20,957 shares; 2024Q4: 24,458 shares 24,458 $4.92M 0.05% +3,501 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,135 shares; 2023Q4: 27,169 shares; 2024Q1: 26,332 shares; 2024Q2: 25,439 shares; 2024Q3: 24,057 shares; 2024Q4: 21,337 shares 21,337 $4.9M 0.05% -2,720 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,826 shares; 2023Q4: 1,885 shares; 2024Q1: 1,976 shares; 2024Q2: 3,654 shares; 2024Q3: not reported; 2024Q4: 20,114 shares 20,114 $4.9M 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,127 shares; 2023Q4: 32,767 shares; 2024Q1: 39,130 shares; 2024Q2: 43,734 shares; 2024Q3: 42,399 shares; 2024Q4: 44,190 shares 44,190 $4.88M 0.05% +1,791 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,643 shares; 2023Q4: 14,678 shares; 2024Q1: 56,425 shares; 2024Q2: 46,407 shares; 2024Q3: 36,662 shares; 2024Q4: 48,460 shares 48,460 $4.85M 0.05% +11,798 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81,701 shares; 2023Q4: 79,646 shares; 2024Q1: 80,557 shares; 2024Q2: 77,366 shares; 2024Q3: 68,495 shares; 2024Q4: 68,369 shares 68,369 $4.83M 0.05% -126 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,579 shares; 2023Q4: 49,440 shares; 2024Q1: 83,902 shares; 2024Q2: 111,710 shares; 2024Q3: 154,990 shares; 2024Q4: 159,044 shares 159,044 $4.83M 0.05% +4,054 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,679 shares 66,679 $4.83M 0.05% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 99,713 shares; 2023Q4: 77,079 shares; 2024Q1: 28,312 shares; 2024Q2: 45,061 shares; 2024Q3: 42,425 shares; 2024Q4: 199,235 shares 199,235 $4.79M 0.05% +156,810 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,869 shares; 2023Q4: 16,050 shares; 2024Q1: 21,759 shares; 2024Q2: 21,745 shares; 2024Q3: 29,177 shares; 2024Q4: 19,876 shares 19,876 $4.76M 0.05% -9,301 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,729 shares; 2023Q4: 27,998 shares; 2024Q1: 39,723 shares; 2024Q2: 39,919 shares; 2024Q3: 44,833 shares; 2024Q4: 49,254 shares 49,254 $4.75M 0.05% +4,421 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,214 shares; 2023Q4: 81,023 shares; 2024Q1: 67,858 shares; 2024Q2: 81,089 shares; 2024Q3: 94,377 shares; 2024Q4: 144,717 shares 144,717 $4.74M 0.05% +50,340 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 180,045 shares; 2023Q4: 208,864 shares; 2024Q1: 232,056 shares; 2024Q2: 228,862 shares; 2024Q3: 230,963 shares; 2024Q4: 208,233 shares 208,233 $4.73M 0.05% -22,730 Timeline CGCP 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120,428 shares; 2023Q4: 157,717 shares; 2024Q1: 158,826 shares; 2024Q2: 122,680 shares; 2024Q3: 160,960 shares; 2024Q4: 211,885 shares 211,885 $4.7M 0.05% +50,925 Timeline XLG 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,965 shares; 2023Q4: 25,365 shares; 2024Q1: 47,115 shares; 2024Q2: 62,136 shares; 2024Q3: 72,108 shares; 2024Q4: 94,070 shares 94,070 $4.7M 0.05% +21,962 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,945 shares; 2023Q4: 10,858 shares; 2024Q1: 10,588 shares; 2024Q2: 10,178 shares; 2024Q3: 37,467 shares; 2024Q4: 99,480 shares 99,480 $4.65M 0.05% +62,013 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,692 shares; 2023Q4: 84,744 shares; 2024Q1: 79,783 shares; 2024Q2: 75,105 shares; 2024Q3: 67,549 shares; 2024Q4: 130,701 shares 130,701 $4.65M 0.05% +63,152 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,331 shares; 2023Q4: 14,132 shares; 2024Q1: 14,573 shares; 2024Q2: 14,131 shares; 2024Q3: 15,195 shares; 2024Q4: 8,891 shares 8,891 $4.64M 0.05% -6,304 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,297 shares; 2023Q4: 20,776 shares; 2024Q1: 23,005 shares; 2024Q2: 24,220 shares; 2024Q3: 22,848 shares; 2024Q4: 27,342 shares 27,342 $4.63M 0.05% +4,494 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 306,274 shares; 2023Q4: 329,237 shares; 2024Q1: 431,271 shares; 2024Q2: 467,009 shares; 2024Q3: 548,435 shares; 2024Q4: 299,894 shares 299,894 $4.62M 0.05% -248,541 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,929 shares; 2023Q4: 68,054 shares; 2024Q1: 83,362 shares; 2024Q2: 90,851 shares; 2024Q3: 90,588 shares; 2024Q4: 79,516 shares 79,516 $4.61M 0.05% -11,072 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 67,125 shares; 2023Q4: 57,120 shares; 2024Q1: 53,210 shares; 2024Q2: 46,682 shares; 2024Q3: 50,340 shares; 2024Q4: 45,832 shares 45,832 $4.61M 0.05% -4,508 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,195 shares; 2023Q4: 90,460 shares; 2024Q1: 112,904 shares; 2024Q2: 116,047 shares; 2024Q3: 117,375 shares; 2024Q4: 119,106 shares 119,106 $4.6M 0.05% +1,731 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,780 shares; 2024Q3: 11,512 shares; 2024Q4: 13,949 shares 13,949 $4.59M 0.05% +2,437 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 157,701 shares; 2023Q4: 161,783 shares; 2024Q1: 195,659 shares; 2024Q2: 208,946 shares; 2024Q3: 211,804 shares; 2024Q4: 211,084 shares 211,084 $4.58M 0.05% -720 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 977 shares; 2023Q4: 977 shares; 2024Q1: 928 shares; 2024Q2: 903 shares; 2024Q3: 12,165 shares; 2024Q4: 15,791 shares 15,791 $4.57M 0.05% +3,626 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,591 shares; 2023Q4: 125,568 shares; 2024Q1: 87,394 shares; 2024Q2: 83,532 shares; 2024Q3: 98,169 shares; 2024Q4: 67,470 shares 67,470 $4.57M 0.05% -30,699 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,608 shares; 2023Q4: 36,554 shares; 2024Q1: 43,289 shares; 2024Q2: 49,908 shares; 2024Q3: 39,025 shares; 2024Q4: 34,537 shares 34,537 $4.55M 0.05% -4,488 Timeline HCMT 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,573 shares; 2023Q4: 29,761 shares; 2024Q1: 30,529 shares; 2024Q2: 30,379 shares; 2024Q3: 32,637 shares; 2024Q4: 125,235 shares 125,235 $4.52M 0.05% +92,598 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,141 shares; 2023Q4: 25,938 shares; 2024Q1: 24,885 shares; 2024Q2: 25,891 shares; 2024Q3: 24,022 shares; 2024Q4: 24,080 shares 24,080 $4.52M 0.05% +58 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,729 shares; 2023Q4: 12,889 shares; 2024Q1: 13,801 shares; 2024Q2: 13,512 shares; 2024Q3: 13,488 shares; 2024Q4: 16,143 shares 16,143 $4.47M 0.05% +2,655 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,192 shares; 2023Q4: 122,445 shares; 2024Q1: 99,010 shares; 2024Q2: 160,634 shares; 2024Q3: 194,667 shares; 2024Q4: 178,744 shares 178,744 $4.47M 0.05% -15,923 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65,329 shares; 2023Q4: 64,455 shares; 2024Q1: 65,205 shares; 2024Q2: 73,494 shares; 2024Q3: 64,298 shares; 2024Q4: 56,925 shares 56,925 $4.45M 0.05% -7,373 Timeline CGCB 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,673 shares; 2024Q4: 172,466 shares 172,466 $4.45M 0.05% +99,793 Timeline GSIE 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 111,699 shares; 2023Q4: 119,199 shares; 2024Q1: 136,019 shares; 2024Q2: 141,329 shares; 2024Q3: 131,778 shares; 2024Q4: 133,147 shares 133,147 $4.44M 0.05% +1,369 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80,017 shares; 2023Q4: 87,862 shares; 2024Q1: 87,683 shares; 2024Q2: 92,224 shares; 2024Q3: 91,310 shares; 2024Q4: 90,899 shares 90,899 $4.42M 0.05% -411 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 79,321 shares; 2023Q4: 80,067 shares; 2024Q1: 86,104 shares; 2024Q2: 82,492 shares; 2024Q3: 81,390 shares; 2024Q4: 72,992 shares 72,992 $4.4M 0.05% -8,398 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,588 shares; 2023Q4: 32,839 shares; 2024Q1: 32,772 shares; 2024Q2: 34,611 shares; 2024Q3: 31,005 shares; 2024Q4: 33,955 shares 33,955 $4.38M 0.05% +2,950 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,432 shares; 2023Q4: 40,843 shares; 2024Q1: 56,542 shares; 2024Q2: 53,633 shares; 2024Q3: 48,781 shares; 2024Q4: 41,472 shares 41,472 $4.38M 0.05% -7,309 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,659 shares; 2023Q4: 43,649 shares; 2024Q1: 37,559 shares; 2024Q2: 34,748 shares; 2024Q3: 33,509 shares; 2024Q4: 32,224 shares 32,224 $4.36M 0.05% -1,285 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,833 shares; 2023Q4: 37,909 shares; 2024Q1: 40,884 shares; 2024Q2: 39,450 shares; 2024Q3: 37,447 shares; 2024Q4: 35,071 shares 35,071 $4.35M 0.05% -2,376 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 110,755 shares; 2024Q1: 142,114 shares; 2024Q2: 139,507 shares; 2024Q3: 124,050 shares; 2024Q4: 116,088 shares 116,088 $4.34M 0.05% -7,962 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,512 shares; 2023Q4: 12,724 shares; 2024Q1: 10,939 shares; 2024Q2: 11,470 shares; 2024Q3: 12,171 shares; 2024Q4: 15,068 shares 15,068 $4.34M 0.05% +2,897 Timeline DAPR 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 125,028 shares; 2023Q4: 132,543 shares; 2024Q1: 130,725 shares; 2024Q2: 122,772 shares; 2024Q3: 116,963 shares; 2024Q4: 116,380 shares 116,380 $4.33M 0.05% -583 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,392 shares; 2023Q4: 56,316 shares; 2024Q1: 56,445 shares; 2024Q2: 56,528 shares; 2024Q3: 55,958 shares; 2024Q4: 55,941 shares 55,941 $4.26M 0.05% -17 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,054 shares; 2023Q4: 14,136 shares; 2024Q1: 16,878 shares; 2024Q2: 18,192 shares; 2024Q3: 17,771 shares; 2024Q4: 16,751 shares 16,751 $4.26M 0.05% -1,020 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 166,971 shares; 2023Q4: 20,597 shares; 2024Q1: 17,600 shares; 2024Q2: 50,726 shares; 2024Q3: 110,388 shares; 2024Q4: 145,689 shares 145,689 $4.26M 0.05% +35,301 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,738 shares; 2023Q4: 70,153 shares; 2024Q1: 70,993 shares; 2024Q2: 68,912 shares; 2024Q3: 69,366 shares; 2024Q4: 74,563 shares 74,563 $4.23M 0.05% +5,197 SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 99,805 shares; 2023Q4: 106,957 shares; 2024Q1: 100,250 shares; 2024Q2: 95,896 shares; 2024Q3: 82,085 shares; 2024Q4: 93,911 shares 93,911 $4.22M 0.05% +11,826 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 98,875 shares; 2023Q4: 140,033 shares; 2024Q1: 362,959 shares; 2024Q2: 419,634 shares; 2024Q3: 409,448 shares; 2024Q4: 452,530 shares 452,530 $4.2M 0.05% +43,082 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 225,478 shares; 2023Q4: 220,685 shares; 2024Q1: 244,363 shares; 2024Q2: 236,970 shares; 2024Q3: 236,132 shares; 2024Q4: 235,474 shares 235,474 $4.18M 0.05% -658 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,183 shares; 2023Q4: 6,763 shares; 2024Q1: 7,833 shares; 2024Q2: 7,998 shares; 2024Q3: 6,712 shares; 2024Q4: 6,012 shares 6,012 $4.17M 0.05% -700 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,338 shares; 2023Q4: 17,886 shares; 2024Q1: 21,388 shares; 2024Q2: 18,118 shares; 2024Q3: 16,898 shares; 2024Q4: 17,255 shares 17,255 $4.16M 0.05% +357 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37,540 shares 37,540 $4.15M 0.05% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,230 shares; 2023Q4: 17,806 shares; 2024Q1: 18,049 shares; 2024Q2: 18,542 shares; 2024Q3: 18,259 shares; 2024Q4: 20,152 shares 20,152 $4.14M 0.05% +1,893 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,830 shares; 2023Q4: 34,670 shares; 2024Q1: 43,718 shares; 2024Q2: 49,588 shares; 2024Q3: 54,612 shares; 2024Q4: 69,854 shares 69,854 $4.13M 0.05% +15,242 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85,510 shares; 2023Q4: 75,047 shares; 2024Q1: 76,579 shares; 2024Q2: 94,513 shares; 2024Q3: 71,241 shares; 2024Q4: 63,153 shares 63,153 $4.13M 0.05% -8,088 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 87,525 shares; 2024Q1: 87,525 shares; 2024Q2: 179,525 shares; 2024Q3: 179,525 shares; 2024Q4: 179,525 shares 179,525 $4.09M 0.04% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,500 shares; 2023Q4: 37,261 shares; 2024Q1: 29,995 shares; 2024Q2: 29,295 shares; 2024Q3: 29,369 shares; 2024Q4: 31,464 shares 31,464 $4.07M 0.04% +2,095 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,156 shares; 2023Q4: 21,004 shares; 2024Q1: 20,482 shares; 2024Q2: 20,017 shares; 2024Q3: 20,246 shares; 2024Q4: 21,546 shares 21,546 $4.06M 0.04% +1,300 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,628 shares; 2023Q4: 22,612 shares; 2024Q1: 78,785 shares; 2024Q2: 25,935 shares; 2024Q3: 30,471 shares; 2024Q4: 81,897 shares 81,897 $4.05M 0.04% +51,426 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 38,593 shares; 2024Q1: 42,604 shares; 2024Q2: 50,432 shares; 2024Q3: 66,450 shares; 2024Q4: 104,051 shares 104,051 $4.04M 0.04% +37,601 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 97,239 shares; 2023Q4: 105,624 shares; 2024Q1: 115,212 shares; 2024Q2: 108,745 shares; 2024Q3: 161,264 shares; 2024Q4: 173,139 shares 173,139 $4.03M 0.04% +11,875 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,203 shares; 2023Q4: 23,649 shares; 2024Q1: 24,135 shares; 2024Q2: 25,324 shares; 2024Q3: 24,991 shares; 2024Q4: 154,158 shares 154,158 $4.02M 0.04% +129,167 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,122 shares; 2023Q4: 41,183 shares; 2024Q1: 38,032 shares; 2024Q2: 34,577 shares; 2024Q3: 40,627 shares; 2024Q4: 39,824 shares 39,824 $3.99M 0.04% -803 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,820 shares; 2023Q4: 39,730 shares; 2024Q1: 38,225 shares; 2024Q2: 33,135 shares; 2024Q3: 33,352 shares; 2024Q4: 32,158 shares 32,158 $3.94M 0.04% -1,194 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 193,950 shares; 2023Q4: 130,445 shares; 2024Q1: 106,619 shares; 2024Q2: 88,845 shares; 2024Q3: 81,545 shares; 2024Q4: 97,433 shares 97,433 $3.93M 0.04% +15,888 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 372,792 shares; 2023Q4: 388,901 shares; 2024Q1: 360,088 shares; 2024Q2: 359,343 shares; 2024Q3: 356,056 shares; 2024Q4: 51,694 shares 51,694 $3.93M 0.04% -304,362 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 159,795 shares 159,795 $3.93M 0.04% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,894 shares; 2023Q4: 39,394 shares; 2024Q1: 43,958 shares; 2024Q2: 50,452 shares; 2024Q3: 50,325 shares; 2024Q4: 43,179 shares 43,179 $3.93M 0.04% -7,146 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,880 shares; 2023Q4: 6,735 shares; 2024Q1: 7,104 shares; 2024Q2: 5,519 shares; 2024Q3: 5,437 shares; 2024Q4: 6,241 shares 6,241 $3.92M 0.04% +804 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,933 shares; 2023Q4: 54,073 shares; 2024Q1: 50,144 shares; 2024Q2: 49,863 shares; 2024Q3: 47,310 shares; 2024Q4: 48,504 shares 48,504 $3.91M 0.04% +1,194 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 63,312 shares; 2023Q4: 62,920 shares; 2024Q1: 63,333 shares; 2024Q2: 64,198 shares; 2024Q3: 64,884 shares; 2024Q4: 65,458 shares 65,458 $3.84M 0.04% +574 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 47,931 shares; 2023Q4: 59,037 shares; 2024Q1: 70,213 shares; 2024Q2: 80,308 shares; 2024Q3: 211,642 shares; 2024Q4: 119,487 shares 119,487 $3.84M 0.04% -92,155 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76,248 shares; 2023Q4: 90,717 shares; 2024Q1: 87,903 shares; 2024Q2: 89,766 shares; 2024Q3: 94,039 shares; 2024Q4: 63,502 shares 63,502 $3.79M 0.04% -30,537 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,321 shares; 2023Q4: 7,852 shares; 2024Q1: 8,513 shares; 2024Q2: 7,578 shares; 2024Q3: 10,389 shares; 2024Q4: 11,337 shares 11,337 $3.79M 0.04% +948 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,241 shares; 2023Q4: 4,223 shares; 2024Q1: 4,439 shares; 2024Q2: 4,070 shares; 2024Q3: 37,352 shares; 2024Q4: 20,675 shares 20,675 $3.78M 0.04% -16,677 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,980 shares; 2023Q4: 16,784 shares; 2024Q1: 17,671 shares; 2024Q2: 17,539 shares; 2024Q3: 15,225 shares; 2024Q4: 11,928 shares 11,928 $3.77M 0.04% -3,297 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107,048 shares; 2023Q4: 62,682 shares; 2024Q1: 51,240 shares; 2024Q2: 50,120 shares; 2024Q3: 40,703 shares; 2024Q4: 39,888 shares 39,888 $3.77M 0.04% -815 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107,071 shares; 2023Q4: 101,378 shares; 2024Q1: 98,105 shares; 2024Q2: 98,008 shares; 2024Q3: 97,679 shares; 2024Q4: 92,755 shares 92,755 $3.76M 0.04% -4,924 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,362 shares; 2023Q4: 17,028 shares; 2024Q1: 18,419 shares; 2024Q2: 15,232 shares; 2024Q3: 15,055 shares; 2024Q4: 17,005 shares 17,005 $3.75M 0.04% +1,950 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 147,426 shares; 2023Q4: 178,331 shares; 2024Q1: 260,439 shares; 2024Q2: 270,497 shares; 2024Q3: 283,917 shares; 2024Q4: 342,845 shares 342,845 $3.71M 0.04% +58,928 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,620 shares; 2023Q4: 85,019 shares; 2024Q1: 87,453 shares; 2024Q2: 92,756 shares; 2024Q3: 46,480 shares; 2024Q4: 47,584 shares 47,584 $3.7M 0.04% +1,104 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100,632 shares; 2023Q4: 118,396 shares; 2024Q1: 121,555 shares; 2024Q2: 140,320 shares; 2024Q3: 141,314 shares; 2024Q4: 147,049 shares 147,049 $3.69M 0.04% +5,735 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,869 shares; 2023Q4: 14,242 shares; 2024Q1: 14,416 shares; 2024Q2: 13,027 shares; 2024Q3: 12,010 shares; 2024Q4: 13,039 shares 13,039 $3.68M 0.04% +1,029 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,966 shares; 2023Q4: 55,278 shares; 2024Q1: 61,319 shares; 2024Q2: 54,959 shares; 2024Q3: 63,439 shares; 2024Q4: 73,048 shares 73,048 $3.67M 0.04% +9,609 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,410 shares; 2023Q4: 1,505 shares; 2024Q1: 2,176 shares; 2024Q2: 2,052 shares; 2024Q3: 1,593 shares; 2024Q4: 2,151 shares 2,151 $3.66M 0.04% +558 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100,985 shares; 2023Q4: 95,198 shares; 2024Q1: 102,413 shares; 2024Q2: 111,979 shares; 2024Q3: 132,133 shares; 2024Q4: 122,371 shares 122,371 $3.65M 0.04% -9,762 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,429 shares; 2023Q4: 51,023 shares; 2024Q1: 50,470 shares; 2024Q2: 48,877 shares; 2024Q3: 41,235 shares; 2024Q4: 47,920 shares 47,920 $3.65M 0.04% +6,685 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,783 shares; 2023Q4: 37,049 shares; 2024Q1: 39,668 shares; 2024Q2: 45,131 shares; 2024Q3: 40,022 shares; 2024Q4: 42,337 shares 42,337 $3.64M 0.04% +2,315 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,207 shares; 2023Q4: 28,545 shares; 2024Q1: 42,754 shares; 2024Q2: 43,675 shares; 2024Q3: 44,005 shares; 2024Q4: 47,174 shares 47,174 $3.62M 0.04% +3,169 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64,166 shares; 2023Q4: 68,497 shares; 2024Q1: 78,207 shares; 2024Q2: 98,191 shares; 2024Q3: 107,901 shares; 2024Q4: 115,278 shares 115,278 $3.62M 0.04% +7,377 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 116,833 shares; 2023Q4: 118,885 shares; 2024Q1: 134,359 shares; 2024Q2: 160,112 shares; 2024Q3: 153,626 shares; 2024Q4: 165,109 shares 165,109 $3.61M 0.04% +11,483 Timeline XLC 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,026 shares; 2023Q4: 25,204 shares; 2024Q1: 29,075 shares; 2024Q2: 33,942 shares; 2024Q3: 25,742 shares; 2024Q4: 37,300 shares 37,300 $3.61M 0.04% +11,558 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 58,561 shares; 2024Q3: 99,536 shares; 2024Q4: 96,834 shares 96,834 $3.59M 0.04% -2,702 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 112,084 shares; 2023Q4: 102,918 shares; 2024Q1: 101,516 shares; 2024Q2: 92,024 shares; 2024Q3: 52,840 shares; 2024Q4: 66,938 shares 66,938 $3.57M 0.04% +14,098 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,731 shares; 2023Q4: 19,690 shares; 2024Q1: 25,309 shares; 2024Q2: 27,136 shares; 2024Q3: 19,664 shares; 2024Q4: 21,463 shares 21,463 $3.56M 0.04% +1,799 Timeline UCON 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 61,910 shares; 2023Q4: 59,680 shares; 2024Q1: 50,400 shares; 2024Q2: 85,780 shares; 2024Q3: 138,771 shares; 2024Q4: 144,312 shares 144,312 $3.56M 0.04% +5,541 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,764 shares; 2023Q4: 84,217 shares; 2024Q1: 75,983 shares; 2024Q2: 77,427 shares; 2024Q3: 79,012 shares; 2024Q4: 76,031 shares 76,031 $3.53M 0.04% -2,981 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,992 shares; 2023Q4: 26,307 shares; 2024Q1: 29,018 shares; 2024Q2: 31,203 shares; 2024Q3: 30,549 shares; 2024Q4: 30,701 shares 30,701 $3.52M 0.04% +152 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55,527 shares; 2023Q4: 45,226 shares; 2024Q1: 40,112 shares; 2024Q2: 37,254 shares; 2024Q3: 35,193 shares; 2024Q4: 38,135 shares 38,135 $3.52M 0.04% +2,942 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 77,702 shares; 2023Q4: 81,151 shares; 2024Q1: 72,508 shares; 2024Q2: 73,928 shares; 2024Q3: 72,048 shares; 2024Q4: 68,911 shares 68,911 $3.51M 0.04% -3,137 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 139,425 shares; 2024Q3: 143,979 shares; 2024Q4: 151,383 shares 151,383 $3.51M 0.04% +7,404 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,245 shares; 2023Q4: 4,258 shares; 2024Q1: 4,915 shares; 2024Q2: 3,893 shares; 2024Q3: 3,895 shares; 2024Q4: 7,544 shares 7,544 $3.49M 0.04% +3,649 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,585 shares; 2023Q4: 2,368 shares; 2024Q1: 2,399 shares; 2024Q2: 3,087 shares; 2024Q3: 8,527 shares; 2024Q4: 8,803 shares 8,803 $3.49M 0.04% +276 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,678 shares; 2023Q4: 38,538 shares; 2024Q1: 37,718 shares; 2024Q2: 37,591 shares; 2024Q3: 49,857 shares; 2024Q4: 53,800 shares 53,800 $3.48M 0.04% +3,943 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,865 shares; 2023Q4: 17,239 shares; 2024Q1: 18,244 shares; 2024Q2: 16,122 shares; 2024Q3: 16,829 shares; 2024Q4: 16,294 shares 16,294 $3.47M 0.04% -535 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,670 shares; 2023Q4: 64,467 shares; 2024Q1: 60,984 shares; 2024Q2: 61,304 shares; 2024Q3: 61,310 shares; 2024Q4: 56,981 shares 56,981 $3.45M 0.04% -4,329 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,520 shares; 2023Q4: 12,012 shares; 2024Q1: 11,676 shares; 2024Q2: 9,568 shares; 2024Q3: 9,819 shares; 2024Q4: 9,889 shares 9,889 $3.45M 0.04% +70 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,101 shares; 2023Q4: 23,206 shares; 2024Q1: 23,607 shares; 2024Q2: 14,977 shares; 2024Q3: 6,977 shares; 2024Q4: 12,281 shares 12,281 $3.44M 0.04% +5,304 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,167 shares; 2023Q4: 46,380 shares; 2024Q1: 45,635 shares; 2024Q2: 39,434 shares; 2024Q3: 39,119 shares; 2024Q4: 38,329 shares 38,329 $3.42M 0.04% -790 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81,447 shares; 2023Q4: 80,397 shares; 2024Q1: 74,491 shares; 2024Q2: 64,167 shares; 2024Q3: 60,669 shares; 2024Q4: 60,164 shares 60,164 $3.42M 0.04% -505 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 441,481 shares; 2023Q4: 264,916 shares; 2024Q1: 206,061 shares; 2024Q2: 191,847 shares; 2024Q3: 148,342 shares; 2024Q4: 142,408 shares 142,408 $3.41M 0.04% -5,934 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,636 shares; 2023Q4: 5,627 shares; 2024Q1: 6,296 shares; 2024Q2: 6,195 shares; 2024Q3: 5,517 shares; 2024Q4: 5,379 shares 5,379 $3.39M 0.04% -138 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,358 shares; 2023Q4: 46,346 shares; 2024Q1: 46,155 shares; 2024Q2: 47,302 shares; 2024Q3: 63,823 shares; 2024Q4: 97,917 shares 97,917 $3.39M 0.04% +34,094 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59,184 shares; 2023Q4: 58,638 shares; 2024Q1: 45,542 shares; 2024Q2: 67,102 shares; 2024Q3: 98,895 shares; 2024Q4: 96,529 shares 96,529 $3.38M 0.04% -2,366 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 18,057 shares; 2024Q1: 27,142 shares; 2024Q2: 24,031 shares; 2024Q3: 38,993 shares; 2024Q4: 29,758 shares 29,758 $3.38M 0.04% -9,235 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,230 shares; 2023Q4: 23,727 shares; 2024Q1: 26,246 shares; 2024Q2: 26,161 shares; 2024Q3: 25,414 shares; 2024Q4: 28,357 shares 28,357 $3.38M 0.04% +2,943 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,325 shares; 2023Q4: 41,254 shares; 2024Q1: 44,021 shares; 2024Q2: 46,614 shares; 2024Q3: 47,672 shares; 2024Q4: 44,335 shares 44,335 $3.36M 0.04% -3,337 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,290 shares; 2023Q4: 82,348 shares; 2024Q1: 126,192 shares; 2024Q2: 112,759 shares; 2024Q3: 98,628 shares; 2024Q4: 99,584 shares 99,584 $3.35M 0.04% +956 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,050 shares; 2023Q4: 21,290 shares; 2024Q1: 28,316 shares; 2024Q2: 37,966 shares; 2024Q3: 41,174 shares; 2024Q4: 55,387 shares 55,387 $3.33M 0.04% +14,213 Timeline CGSD 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 88,237 shares; 2023Q4: 82,390 shares; 2024Q1: 31,724 shares; 2024Q2: 74,003 shares; 2024Q3: 74,754 shares; 2024Q4: 129,745 shares 129,745 $3.33M 0.04% +54,991 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,494 shares; 2023Q4: 61,244 shares; 2024Q1: 67,059 shares; 2024Q2: 59,317 shares; 2024Q3: 55,764 shares; 2024Q4: 69,160 shares 69,160 $3.32M 0.04% +13,396 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 212,609 shares; 2023Q4: 206,037 shares; 2024Q1: 209,867 shares; 2024Q2: 195,230 shares; 2024Q3: 187,821 shares; 2024Q4: 239,704 shares 239,704 $3.32M 0.04% +51,883 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,570 shares; 2023Q4: 7,376 shares; 2024Q1: 10,065 shares; 2024Q2: 9,152 shares; 2024Q3: 8,073 shares; 2024Q4: 13,339 shares 13,339 $3.31M 0.04% +5,266 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 164,434 shares; 2023Q4: 158,328 shares; 2024Q1: 154,581 shares; 2024Q2: 155,760 shares; 2024Q3: 163,605 shares; 2024Q4: 186,672 shares 186,672 $3.3M 0.04% +23,067 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,454 shares; 2023Q4: 33,101 shares; 2024Q1: 31,700 shares; 2024Q2: 40,139 shares; 2024Q3: 43,065 shares; 2024Q4: 50,035 shares 50,035 $3.28M 0.04% +6,970 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,878 shares; 2023Q4: 1,811 shares; 2024Q1: 1,873 shares; 2024Q2: 89,908 shares; 2024Q3: 88,302 shares; 2024Q4: 54,363 shares 54,363 $3.28M 0.04% -33,939 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,793 shares; 2023Q4: 14,392 shares; 2024Q1: 15,547 shares; 2024Q2: 16,899 shares; 2024Q3: 18,205 shares; 2024Q4: 18,373 shares 18,373 $3.26M 0.04% +168 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,359 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80,031 shares; 2024Q3: 140,959 shares; 2024Q4: 138,902 shares 138,902 $3.22M 0.04% -2,057 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,271 shares; 2023Q4: 14,275 shares; 2024Q1: 14,121 shares; 2024Q2: 14,192 shares; 2024Q3: 13,619 shares; 2024Q4: 13,514 shares 13,514 $3.21M 0.04% -105 Timeline FSIG 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,602 shares; 2023Q4: 133,664 shares; 2024Q1: 164,601 shares; 2024Q2: 175,902 shares; 2024Q3: 182,566 shares; 2024Q4: 170,133 shares 170,133 $3.21M 0.04% -12,433 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,367 shares; 2023Q4: 54,728 shares; 2024Q1: 56,422 shares; 2024Q2: 51,195 shares; 2024Q3: 50,670 shares; 2024Q4: 59,229 shares 59,229 $3.21M 0.04% +8,559 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 247,621 shares; 2023Q4: 355,202 shares; 2024Q1: 214,898 shares; 2024Q2: 182,268 shares; 2024Q3: 201,818 shares; 2024Q4: 159,487 shares 159,487 $3.2M 0.04% -42,331 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 88,103 shares; 2023Q4: 76,537 shares; 2024Q1: 84,532 shares; 2024Q2: 77,612 shares; 2024Q3: 75,919 shares; 2024Q4: 74,678 shares 74,678 $3.19M 0.04% -1,241 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 350,105 shares; 2023Q4: 357,981 shares; 2024Q1: 358,774 shares; 2024Q2: 72,440 shares; 2024Q3: 71,700 shares; 2024Q4: 65,556 shares 65,556 $3.17M 0.03% -6,144 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,469 shares; 2023Q4: 20,313 shares; 2024Q1: 31,952 shares; 2024Q2: 30,217 shares; 2024Q3: 56,472 shares; 2024Q4: 55,172 shares 55,172 $3.17M 0.03% -1,300 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,951 shares; 2023Q4: 29,004 shares; 2024Q1: 27,928 shares; 2024Q2: 27,336 shares; 2024Q3: 27,625 shares; 2024Q4: 35,833 shares 35,833 $3.15M 0.03% +8,208 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,588 shares; 2023Q4: 27,255 shares; 2024Q1: 26,461 shares; 2024Q2: 26,263 shares; 2024Q3: 26,491 shares; 2024Q4: 26,734 shares 26,734 $3.14M 0.03% +243 Timeline HELO 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50,585 shares 50,585 $3.14M 0.03% new Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,149 shares; 2024Q4: 93,526 shares 93,526 $3.13M 0.03% +87,377 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,314 shares; 2023Q4: 42,950 shares; 2024Q1: 46,129 shares; 2024Q2: 39,779 shares; 2024Q3: 36,754 shares; 2024Q4: 36,478 shares 36,478 $3.11M 0.03% -276 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 117,962 shares 117,962 $3.11M 0.03% new Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,929 shares; 2023Q4: 68,843 shares; 2024Q1: 65,627 shares; 2024Q2: 61,552 shares; 2024Q3: 60,563 shares; 2024Q4: 59,848 shares 59,848 $3.07M 0.03% -715 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,759 shares; 2023Q4: 18,939 shares; 2024Q1: 18,029 shares; 2024Q2: 14,893 shares; 2024Q3: 23,806 shares; 2024Q4: 36,258 shares 36,258 $3.07M 0.03% +12,452 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 454,039 shares; 2023Q4: 474,172 shares; 2024Q1: 438,059 shares; 2024Q2: 425,161 shares; 2024Q3: 418,030 shares; 2024Q4: 420,529 shares 420,529 $3.07M 0.03% +2,499 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,539 shares; 2023Q4: 24,255 shares; 2024Q1: 29,458 shares; 2024Q2: 26,034 shares; 2024Q3: 24,285 shares; 2024Q4: 25,034 shares 25,034 $3.07M 0.03% +749 Timeline XLRE 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,446 shares; 2023Q4: 53,142 shares; 2024Q1: 54,512 shares; 2024Q2: 55,170 shares; 2024Q3: 64,049 shares; 2024Q4: 75,123 shares 75,123 $3.06M 0.03% +11,074 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,982 shares; 2023Q4: 61,251 shares; 2024Q1: 100,879 shares; 2024Q2: 124,992 shares; 2024Q3: 128,678 shares; 2024Q4: 144,964 shares 144,964 $3.05M 0.03% +16,286 Timeline