IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 427,459 shares 427,459 $240M 2.9% -11,599 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 865,871 shares 865,871 $192M 2.32% -170,024 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 1,375,240 shares 1,375,240 $149M 1.8% -143,810 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; 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; 2025Q1: 272,963 shares 272,963 $128M 1.54% -30,843 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 322,488 shares 322,488 $121M 1.46% -87,368 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; 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; 2025Q1: 212,355 shares 212,355 $119M 1.43% -37,500 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; 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; 2025Q1: 540,702 shares 540,702 $103M 1.24% -60,539 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 2,089,408 shares 2,089,408 $96.3M 1.16% -47,230 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; 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; 2025Q1: 185,727 shares 185,727 $95.4M 1.15% -48,729 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; 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; 2025Q1: 1,827,627 shares 1,827,627 $92.9M 1.12% -136,489 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; 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; 2025Q1: 245,942 shares 245,942 $91.2M 1.1% -24,293 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 503,325 shares 503,325 $86M 1.04% +13,160 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; 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; 2025Q1: 472,675 shares 472,675 $81.6M 0.98% -91,284 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; 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; 2025Q1: 1,360,779 shares 1,360,779 $77.8M 0.94% +99,622 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; 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; 2025Q1: 916,193 shares 916,193 $67.3M 0.81% +128,685 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 718,261 shares 718,261 $66.7M 0.8% +8,649 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; 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; 2025Q1: 340,714 shares 340,714 $66.1M 0.8% -13,363 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 722,210 shares 722,210 $65.7M 0.79% +63,237 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; 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; 2025Q1: 121,124 shares 121,124 $64.5M 0.78% -21,326 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; 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; 2025Q1: 107,662 shares 107,662 $62.1M 0.75% -5,709 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; 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; 2025Q1: 792,651 shares 792,651 $62M 0.75% -59,880 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; 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; 2025Q1: 1,006,091 shares 1,006,091 $55.1M 0.66% +59,520 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; 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; 2025Q1: 188,383 shares 188,383 $51.8M 0.62% -675 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; 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; 2025Q1: 1,031,682 shares 1,031,682 $51.7M 0.62% +247,257 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; 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; 2025Q1: 1,055,097 shares 1,055,097 $51.5M 0.62% -23,960 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 246,581 shares 246,581 $47M 0.57% +51,242 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; 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; 2025Q1: 349,851 shares 349,851 $45.1M 0.54% -31,326 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 280,875 shares 280,875 $43.4M 0.52% -24,488 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 672,346 shares; 2024Q2: 824,376 shares; 2024Q3: 882,785 shares; 2024Q4: 890,303 shares; 2025Q1: 887,155 shares 887,155 $43.3M 0.52% -3,148 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; 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; 2025Q1: 149,499 shares 149,499 $43.1M 0.52% +1,653 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; 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; 2025Q1: 467,402 shares 467,402 $42.9M 0.52% -6,836 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; 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; 2025Q1: 44,841 shares 44,841 $42.4M 0.51% -5,921 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 157,633 shares 157,633 $40.9M 0.49% -17,715 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 376,554 shares 376,554 $39.4M 0.47% -48,411 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 674,437 shares 674,437 $39.4M 0.47% -5,508 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; 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; 2025Q1: 1,362,043 shares 1,362,043 $38.1M 0.46% -2,868 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; 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; 2025Q1: 1,057,501 shares 1,057,501 $37.8M 0.46% +202,907 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 237,736 shares 237,736 $37.1M 0.45% -11,960 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; 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; 2025Q1: 149,525 shares 149,525 $36.7M 0.44% -19,642 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; 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; 2025Q1: 801,616 shares 801,616 $36.3M 0.44% +7,394 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; 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; 2025Q1: 995,207 shares 995,207 $33.8M 0.41% +19,224 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; 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; 2025Q1: 572,070 shares 572,070 $33.5M 0.4% -151,713 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 94,844 shares 94,844 $33.2M 0.4% -2,531 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 548,074 shares 548,074 $32.3M 0.39% -150,901 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; 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; 2025Q1: 1,072,982 shares 1,072,982 $31.9M 0.38% -301,714 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; 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; 2025Q1: 38,273 shares 38,273 $31.6M 0.38% -24 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; 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; 2025Q1: 412,421 shares 412,421 $31.6M 0.38% +17,315 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; 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; 2025Q1: 608,159 shares 608,159 $31.5M 0.38% +128,145 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; 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; 2025Q1: 149,769 shares 149,769 $30.9M 0.37% -17,915 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; 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; 2025Q1: 1,517,204 shares 1,517,204 $30.1M 0.36% -279,625 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; 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; 2025Q1: 446,532 shares 446,532 $29.6M 0.36% +15,227 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 311,325 shares 311,325 $29.2M 0.35% -33,553 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 137,705 shares 137,705 $28.9M 0.35% -6,769 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; 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; 2025Q1: 574,404 shares 574,404 $28.6M 0.34% +85,421 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 270,274 shares 270,274 $28.5M 0.34% -29,958 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 369,344 shares 369,344 $27.9M 0.34% -120,793 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 277,775 shares 277,775 $27.5M 0.33% -43,329 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; 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; 2025Q1: 463,034 shares 463,034 $27.3M 0.33% +68,501 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 75,446 shares 75,446 $27.2M 0.33% +3,136 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; 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; 2025Q1: 226,062 shares 226,062 $26.9M 0.32% -39,022 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 525,021 shares 525,021 $26.8M 0.32% +158,270 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 263,736 shares 263,736 $26.4M 0.32% -172,832 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; 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; 2025Q1: 519,371 shares 519,371 $26.3M 0.32% +97,218 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; 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; 2025Q1: 765,355 shares 765,355 $26.2M 0.32% +128,802 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 157,358 shares 157,358 $26.1M 0.31% -5,424 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 47,545 shares 47,545 $26.1M 0.31% -3,547 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; 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; 2025Q1: 117,321 shares 117,321 $26M 0.31% -15,018 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; 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; 2025Q1: 374,819 shares 374,819 $24.6M 0.3% -58,876 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 146,101 shares 146,101 $24.5M 0.29% -6,116 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; 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; 2025Q1: 263,278 shares 263,278 $23.8M 0.29% -115,190 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 253,886 shares 253,886 $23.8M 0.29% -69,686 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 270,144 shares 270,144 $23.7M 0.29% -20,582 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 140,222 shares 140,222 $23.5M 0.28% -29,414 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 371,177 shares 371,177 $22.9M 0.28% -54,536 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; 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; 2025Q1: 134,326 shares 134,326 $22.9M 0.28% -15,018 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; 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; 2025Q1: 446,881 shares 446,881 $22.8M 0.28% +44,862 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; 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; 2025Q1: 909,537 shares 909,537 $22.8M 0.27% -58,664 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; 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; 2025Q1: 279,994 shares 279,994 $22.5M 0.27% -163,102 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; 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; 2025Q1: 40,648 shares 40,648 $22M 0.27% -5,348 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; 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; 2025Q1: 60,118 shares 60,118 $22M 0.27% -8,289 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; 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; 2025Q1: 150,557 shares 150,557 $22M 0.26% -13,264 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; 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; 2025Q1: 352,267 shares 352,267 $21.9M 0.26% +53,504 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; 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; 2025Q1: 468,971 shares 468,971 $21.7M 0.26% -6,012 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 394,425 shares 394,425 $21.3M 0.26% +54,369 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; 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; 2025Q1: 222,629 shares 222,629 $20.7M 0.25% -19,383 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 145,440 shares 145,440 $20.4M 0.25% -6,173 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 195,019 shares 195,019 $20.2M 0.24% +109,373 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; 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; 2025Q1: 394,008 shares 394,008 $20M 0.24% +112,527 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 380,317 shares 380,317 $19.1M 0.23% +188,207 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; 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; 2025Q1: 382,937 shares 382,937 $19.1M 0.23% +45,159 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; 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; 2025Q1: 425,908 shares 425,908 $19M 0.23% -21,847 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 361,959 shares 361,959 $19M 0.23% +202,780 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 100,624 shares 100,624 $18.9M 0.23% +2,357 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; 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; 2025Q1: 222,294 shares 222,294 $18.8M 0.23% -19,613 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; 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; 2025Q1: 73,076 shares 73,076 $18.6M 0.22% -9,264 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; 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; 2025Q1: 84,545 shares 84,545 $17.9M 0.22% -8,266 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 88,045 shares 88,045 $17.8M 0.21% -6,097 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; 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; 2025Q1: 344,764 shares 344,764 $17.7M 0.21% +14,506 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; 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; 2025Q1: 71,311 shares 71,311 $17.7M 0.21% -9,180 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; 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; 2025Q1: 250,192 shares 250,192 $17.6M 0.21% -2,935 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; 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; 2025Q1: 243,777 shares 243,777 $17.6M 0.21% -5,291 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 18,799 shares 18,799 $17.5M 0.21% -943 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; 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; 2025Q1: 580,071 shares 580,071 $17.4M 0.21% +22,388 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; 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; 2025Q1: 378,915 shares 378,915 $17.4M 0.21% +41,463 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; 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; 2025Q1: 584,494 shares 584,494 $17.3M 0.21% +28,690 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; 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; 2025Q1: 32,375 shares 32,375 $17M 0.2% -2,616 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 53,992 shares 53,992 $16.9M 0.2% -1,376 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; 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; 2025Q1: 103,923 shares 103,923 $16.8M 0.2% +24,793 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; 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; 2025Q1: 366,370 shares 366,370 $16.6M 0.2% -60,381 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 134,925 shares 134,925 $16.5M 0.2% -34,301 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 138,090 shares 138,090 $16.3M 0.2% -644 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; 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; 2025Q1: 181,394 shares 181,394 $16.3M 0.2% -99,681 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 59,867 shares 59,867 $16.2M 0.2% +38,410 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,596 shares; 2023Q4: 115,738 shares; 2024Q1: 54,814 shares; 2024Q2: 71,004 shares; 2024Q3: 61,778 shares; 2024Q4: 73,431 shares; 2025Q1: 549,275 shares 549,275 $16.1M 0.19% +475,844 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; 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; 2025Q1: 73,163 shares 73,163 $16M 0.19% -7,546 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; 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; 2025Q1: 61,831 shares 61,831 $16M 0.19% -23,217 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; 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; 2025Q1: 121,657 shares 121,657 $15.7M 0.19% +2,515 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; 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; 2025Q1: 590,302 shares 590,302 $15.6M 0.19% +377,238 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; 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; 2025Q1: 154,329 shares 154,329 $15.5M 0.19% +84,248 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; 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; 2025Q1: 547,139 shares 547,139 $15.5M 0.19% -418 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 76,564 shares 76,564 $15.3M 0.18% -22,621 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 273,794 shares 273,794 $15.1M 0.18% -80,863 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; 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; 2025Q1: 86,663 shares 86,663 $15M 0.18% +1,151 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; 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; 2025Q1: 534,954 shares 534,954 $14.7M 0.18% +16,484 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; 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; 2025Q1: 32,803 shares 32,803 $14.7M 0.18% -4,237 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 577,643 shares 577,643 $14.6M 0.18% -7,320 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; 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; 2025Q1: 386,518 shares 386,518 $14.5M 0.17% -18,190 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; 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; 2025Q1: 86,841 shares 86,841 $14.4M 0.17% +17,939 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; 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; 2025Q1: 34,350 shares 34,350 $14.4M 0.17% -18,177 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; 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; 2025Q1: 181,810 shares 181,810 $14.3M 0.17% -6,780 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; 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; 2025Q1: 172,762 shares 172,762 $14.1M 0.17% -15,808 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 128,812 shares 128,812 $14M 0.17% -58,779 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; 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; 2025Q1: 151,585 shares 151,585 $13.9M 0.17% -7,291 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; 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; 2025Q1: 299,964 shares 299,964 $13.8M 0.17% +132,534 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 348,161 shares 348,161 $13.8M 0.17% +54,254 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; 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; 2025Q1: 262,734 shares 262,734 $13.8M 0.17% -11,384 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; 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; 2025Q1: 332,670 shares 332,670 $13.6M 0.16% -3,019 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; 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; 2025Q1: 79,499 shares 79,499 $13.6M 0.16% -19,657 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; 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; 2025Q1: 135,812 shares 135,812 $13.4M 0.16% -4,950 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; 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; 2025Q1: 219,336 shares 219,336 $13.3M 0.16% -4,978 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; 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; 2025Q1: 187,643 shares 187,643 $13.1M 0.16% -916 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; 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; 2025Q1: 67,348 shares 67,348 $13M 0.16% -130,423 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 164,222 shares 164,222 $13M 0.16% -145,610 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; 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; 2025Q1: 53,607 shares 53,607 $12.4M 0.15% -526 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; 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; 2025Q1: 576,685 shares 576,685 $12.4M 0.15% -454,782 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 149,746 shares 149,746 $12.4M 0.15% -10,497 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 45,840 shares 45,840 $12.3M 0.15% +104 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; 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; 2025Q1: 46,200 shares 46,200 $12.2M 0.15% -3,668 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; 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; 2025Q1: 118,939 shares 118,939 $12.2M 0.15% -12,818 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 39,029 shares 39,029 $12.2M 0.15% -6,724 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; 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; 2025Q1: 359,947 shares 359,947 $12.1M 0.15% +13,352 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; 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; 2025Q1: 135,475 shares 135,475 $11.9M 0.14% -19,302 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; 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; 2025Q1: 191,377 shares 191,377 $11.8M 0.14% +13,004 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; 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; 2025Q1: 232,973 shares 232,973 $11.8M 0.14% +17,416 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; 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; 2025Q1: 129,254 shares 129,254 $11.7M 0.14% +11 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; 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; 2025Q1: 159,629 shares 159,629 $11.6M 0.14% +2,901 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 37,370 shares 37,370 $11.5M 0.14% +1,873 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; 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; 2025Q1: 71,767 shares 71,767 $11.4M 0.14% -11,498 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; 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; 2025Q1: 32,123 shares 32,123 $11.3M 0.14% -1,678 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; 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; 2025Q1: 94,294 shares 94,294 $11.3M 0.14% -25,029 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; 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; 2025Q1: 238,614 shares 238,614 $11.2M 0.14% +41,433 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; 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; 2025Q1: 92,104 shares 92,104 $11.2M 0.14% -9,478 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; 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; 2025Q1: 267,587 shares 267,587 $11.2M 0.13% -54,272 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 117,078 shares 117,078 $11.2M 0.13% -222,597 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 110,370 shares 110,370 $11.1M 0.13% -45,646 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 120,028 shares 120,028 $11.1M 0.13% +5,745 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 90,813 shares 90,813 $11M 0.13% +12,275 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 72,695 shares 72,695 $10.9M 0.13% -20,104 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 299,025 shares 299,025 $10.9M 0.13% +155,032 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; 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; 2025Q1: 235,612 shares 235,612 $10.8M 0.13% +3,014 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; 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; 2025Q1: 329,688 shares 329,688 $10.6M 0.13% +68,879 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; 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; 2025Q1: 39,300 shares 39,300 $10.6M 0.13% -2,763 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 339,756 shares 339,756 $10.4M 0.13% -22,254 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 78,191 shares 78,191 $10.4M 0.12% -16,669 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 95,440 shares; 2023Q4: 96,780 shares; 2024Q1: 101,754 shares; 2024Q2: 13,226 shares; 2024Q3: 12,710 shares; 2024Q4: 12,788 shares; 2025Q1: 205,444 shares 205,444 $10.3M 0.12% +192,656 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 82,570 shares 82,570 $10.3M 0.12% +255 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 113,631 shares 113,631 $10.3M 0.12% +7,873 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; 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; 2025Q1: 32,935 shares 32,935 $10.2M 0.12% -8,959 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 144,461 shares 144,461 $10.1M 0.12% -1,501 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 71,880 shares 71,880 $10M 0.12% -2,263 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; 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; 2025Q1: 73,597 shares 73,597 $9.99M 0.12% -32,732 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; 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; 2025Q1: 40,113 shares 40,113 $9.93M 0.12% -5,295 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; 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; 2025Q1: 161,837 shares 161,837 $9.87M 0.12% -28,841 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; 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; 2025Q1: 406,043 shares 406,043 $9.77M 0.12% -106,299 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; 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; 2025Q1: 161,737 shares 161,737 $9.74M 0.12% -43,017 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; 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; 2025Q1: 103,800 shares 103,800 $9.7M 0.12% -41,656 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; 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; 2025Q1: 311,355 shares 311,355 $9.65M 0.12% +42,858 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; 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; 2025Q1: 159,811 shares 159,811 $9.6M 0.12% -36,566 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306,321 shares 306,321 $9.55M 0.12% new 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; 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; 2025Q1: 284,532 shares 284,532 $9.53M 0.11% +85,262 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 103,579 shares 103,579 $9.52M 0.11% -9,759 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 85,968 shares 85,968 $9.5M 0.11% +1,141 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; 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; 2025Q1: 121,690 shares 121,690 $9.36M 0.11% +1,641 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,997 shares; 2025Q1: 9,861 shares 9,861 $9.33M 0.11% +864 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; 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; 2025Q1: 113,666 shares 113,666 $9.28M 0.11% -18,090 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; 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; 2025Q1: 129,675 shares 129,675 $9.21M 0.11% -1,654 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; 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; 2025Q1: 91,800 shares 91,800 $9.17M 0.11% -10,163 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; 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; 2025Q1: 119,261 shares 119,261 $9.14M 0.11% -25,545 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; 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; 2025Q1: 17,084 shares 17,084 $9.13M 0.11% -11,021 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 45,492 shares 45,492 $9.11M 0.11% +2,566 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; 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; 2025Q1: 112,793 shares 112,793 $9.1M 0.11% -29,149 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 110,392 shares 110,392 $9.02M 0.11% -82,861 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; 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; 2025Q1: 175,812 shares 175,812 $8.98M 0.11% -1,826 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81,632 shares; 2025Q1: 119,727 shares 119,727 $8.92M 0.11% +38,095 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 67,094 shares 67,094 $8.9M 0.11% -10,308 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 54,417 shares; 2024Q2: 78,072 shares; 2024Q3: 80,900 shares; 2024Q4: 68,801 shares; 2025Q1: 96,107 shares 96,107 $8.89M 0.11% +27,306 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 26,911 shares 26,911 $8.87M 0.11% -6,743 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 124,642 shares 124,642 $8.85M 0.11% -11,987 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; 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; 2025Q1: 190,140 shares 190,140 $8.74M 0.11% +2,895 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 72,938 shares 72,938 $8.73M 0.11% -4,174 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; 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; 2025Q1: 28,119 shares 28,119 $8.63M 0.1% +4,832 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; 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; 2025Q1: 57,527 shares 57,527 $8.54M 0.1% -18,665 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; 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; 2025Q1: 196,145 shares 196,145 $8.52M 0.1% +98,712 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 44,911 shares 44,911 $8.45M 0.1% -6,890 Timeline 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; 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; 2025Q1: 98,293 shares 98,293 $8.37M 0.1% +5,475 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; 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; 2025Q1: 330,153 shares 330,153 $8.3M 0.1% +8,511 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 48,636 shares 48,636 $8.29M 0.1% -1,649 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 17,765 shares 17,765 $8.27M 0.1% +4,879 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; 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; 2025Q1: 273,481 shares 273,481 $8.16M 0.1% +65,238 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 79,046 shares 79,046 $8.1M 0.1% +8,828 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; 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; 2025Q1: 356,013 shares 356,013 $8M 0.1% +144,128 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,673 shares; 2024Q4: 172,466 shares; 2025Q1: 300,000 shares 300,000 $7.91M 0.1% +127,534 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; 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; 2025Q1: 251,623 shares 251,623 $7.9M 0.1% +23,939 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; 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; 2025Q1: 56,728 shares 56,728 $7.82M 0.09% -264 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; 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; 2025Q1: 28,369 shares 28,369 $7.73M 0.09% +1,337 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; 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; 2025Q1: 14,129 shares 14,129 $7.72M 0.09% -3,219 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; 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; 2025Q1: 132,645 shares 132,645 $7.69M 0.09% -53,898 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; 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; 2025Q1: 457,962 shares 457,962 $7.62M 0.09% -1,901 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 49,470 shares 49,470 $7.6M 0.09% -25,643 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; 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; 2025Q1: 32,517 shares 32,517 $7.58M 0.09% +309 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 77,246 shares 77,246 $7.58M 0.09% -2,461 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; 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; 2025Q1: 32,067 shares 32,067 $7.58M 0.09% -3,080 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; 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; 2025Q1: 40,273 shares 40,273 $7.5M 0.09% -10,287 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; 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; 2025Q1: 120,921 shares 120,921 $7.48M 0.09% +1,850 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 9,378 shares 9,378 $7.47M 0.09% +504 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; 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; 2025Q1: 74,743 shares 74,743 $7.42M 0.09% +15,374 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; 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; 2025Q1: 203,287 shares 203,287 $7.4M 0.09% -26,957 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; 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; 2025Q1: 237,370 shares 237,370 $7.36M 0.09% 0 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; 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; 2025Q1: 60,145 shares 60,145 $7.33M 0.09% -4,494 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 300,831 shares 300,831 $7.28M 0.09% +4,424 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; 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; 2025Q1: 28,271 shares 28,271 $7.27M 0.09% -445 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; 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; 2025Q1: 102,489 shares 102,489 $7.27M 0.09% -25,378 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; 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; 2025Q1: 166,571 shares 166,571 $7.25M 0.09% +16,557 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 169,323 shares 169,323 $7.2M 0.09% -22,036 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 89,163 shares 89,163 $7.12M 0.09% -8,557 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; 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; 2025Q1: 90,076 shares 90,076 $7.11M 0.09% -22,018 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; 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; 2025Q1: 54,776 shares 54,776 $7.1M 0.09% -12,371 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; 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; 2025Q1: 41,603 shares 41,603 $7.1M 0.09% -156 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; 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; 2025Q1: 260,247 shares 260,247 $7.09M 0.09% -22,481 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; 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; 2025Q1: 218,014 shares 218,014 $7.06M 0.09% +16,040 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; 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; 2025Q1: 14,039 shares 14,039 $6.99M 0.08% -1,715 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; 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; 2025Q1: 297,647 shares 297,647 $6.97M 0.08% -69,411 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; 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; 2025Q1: 160,361 shares 160,361 $6.94M 0.08% -6,385 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; 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; 2025Q1: 27,301 shares 27,301 $6.94M 0.08% -2,770 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; 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; 2025Q1: 257,096 shares 257,096 $6.91M 0.08% +33,471 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; 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; 2025Q1: 59,976 shares 59,976 $6.82M 0.08% -32,811 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; 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; 2025Q1: 99,918 shares 99,918 $6.82M 0.08% +9,761 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; 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; 2025Q1: 274,858 shares 274,858 $6.79M 0.08% +24,082 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; 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; 2025Q1: 32,048 shares 32,048 $6.79M 0.08% -2,453 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; 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; 2025Q1: 57,881 shares 57,881 $6.69M 0.08% -1,745 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; 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; 2025Q1: 195,356 shares 195,356 $6.67M 0.08% -21,134 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; 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; 2025Q1: 141,746 shares 141,746 $6.67M 0.08% +15,329 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; 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; 2025Q1: 108,901 shares 108,901 $6.6M 0.08% -6,067 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; 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; 2025Q1: 132,878 shares 132,878 $6.59M 0.08% -140,621 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; 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; 2025Q1: 104,160 shares 104,160 $6.58M 0.08% +2,087 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,518 shares; 2024Q4: 23,518 shares; 2025Q1: 238,165 shares 238,165 $6.48M 0.08% +214,647 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; 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; 2025Q1: 19,906 shares 19,906 $6.48M 0.08% -17,241 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; 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; 2025Q1: 65,229 shares 65,229 $6.47M 0.08% -25,296 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 50,360 shares 50,360 $6.4M 0.08% +4,288 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; 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; 2025Q1: 88,955 shares 88,955 $6.39M 0.08% -7,851 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 65,290 shares 65,290 $6.36M 0.08% -3,939 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; 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; 2025Q1: 252,205 shares 252,205 $6.33M 0.08% -5,010 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; 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; 2025Q1: 126,486 shares 126,486 $6.29M 0.08% +559 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; 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; 2025Q1: 338,260 shares 338,260 $6.29M 0.08% -342,368 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; 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; 2025Q1: 321,854 shares 321,854 $6.27M 0.08% +55,845 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 152,623 shares; 2024Q3: 165,935 shares; 2024Q4: 171,180 shares; 2025Q1: 174,989 shares 174,989 $6.22M 0.07% +3,809 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; 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; 2025Q1: 47,107 shares 47,107 $6.17M 0.07% +12,570 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; 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; 2025Q1: 35,768 shares 35,768 $6.16M 0.07% -7,275 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 60,066 shares 60,066 $6.16M 0.07% -7,133 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 67,714 shares 67,714 $6.13M 0.07% -18,040 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 62,834 shares 62,834 $6.12M 0.07% -4,842 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; 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; 2025Q1: 102,948 shares 102,948 $6.12M 0.07% +23,432 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 130,529 shares 130,529 $6.09M 0.07% -9,878 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; 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; 2025Q1: 9,992 shares 9,992 $6.07M 0.07% -1,192 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; 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; 2025Q1: 279,692 shares 279,692 $6.02M 0.07% -6,797 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; 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; 2025Q1: 30,480 shares 30,480 $6.02M 0.07% -7,390 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 114,392 shares 114,392 $6.01M 0.07% -26,791 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 16,082 shares 16,082 $5.99M 0.07% -525 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; 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; 2025Q1: 246,835 shares 246,835 $5.98M 0.07% +724 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 53,684 shares 53,684 $5.96M 0.07% -29,143 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; 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; 2025Q1: 135,515 shares 135,515 $5.94M 0.07% -43,863 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; 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; 2025Q1: 160,562 shares 160,562 $5.92M 0.07% -19,747 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; 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; 2025Q1: 78,883 shares 78,883 $5.81M 0.07% -13,583 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; 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; 2025Q1: 18,558 shares 18,558 $5.79M 0.07% -216 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 278,091 shares 278,091 $5.75M 0.07% +9,512 BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 41,089 shares 41,089 $5.74M 0.07% -7,554 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; 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; 2025Q1: 77,440 shares 77,440 $5.7M 0.07% -24,489 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; 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; 2025Q1: 23,518 shares 23,518 $5.7M 0.07% -940 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,679 shares; 2025Q1: 78,181 shares 78,181 $5.69M 0.07% +11,502 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; 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; 2025Q1: 243,237 shares 243,237 $5.68M 0.07% +3,848 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; 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; 2025Q1: 39,110 shares 39,110 $5.68M 0.07% +1,326 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; 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; 2025Q1: 23,134 shares 23,134 $5.66M 0.07% -2,993 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; 2023Q2: restricted; 2023Q3: 845 shares; 2023Q4: 847 shares; 2024Q1: 1,032 shares; 2024Q2: 1,123 shares; 2024Q3: 1,220 shares; 2024Q4: 1,282 shares; 2025Q1: 1,223 shares 1,223 $5.64M 0.07% -59 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 54,396 shares 54,396 $5.63M 0.07% +8,564 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; 2023Q2: restricted; 2023Q3: 16 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 7 shares 7 $5.59M 0.07% -1 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; 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; 2025Q1: 94,973 shares 94,973 $5.57M 0.07% -87,539 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; 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; 2025Q1: 113,372 shares 113,372 $5.57M 0.07% -7,727 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; 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; 2025Q1: 240,195 shares 240,195 $5.56M 0.07% -118,738 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; 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; 2025Q1: 10,948 shares 10,948 $5.56M 0.07% -571 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 14,500 shares 14,500 $5.56M 0.07% -4,899 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 63,889 shares 63,889 $5.55M 0.07% -1,800 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; 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; 2025Q1: 41,656 shares 41,656 $5.51M 0.07% +5,398 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 65,597 shares 65,597 $5.46M 0.07% -14,000 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; 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; 2025Q1: 16,185 shares 16,185 $5.41M 0.07% -21,296 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; 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; 2025Q1: 220,979 shares 220,979 $5.41M 0.07% -10,875 Timeline BSCR 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; 2023Q2: restricted; 2023Q3: 35,216 shares; 2023Q4: 45,151 shares; 2024Q1: 49,906 shares; 2024Q2: 51,254 shares; 2024Q3: 78,302 shares; 2024Q4: 123,112 shares; 2025Q1: 275,730 shares 275,730 $5.4M 0.07% +152,618 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 63,465 shares 63,465 $5.4M 0.07% -14,462 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 40,171 shares 40,171 $5.39M 0.07% -12,415 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; 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; 2025Q1: 535,831 shares 535,831 $5.37M 0.06% -71,903 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; 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; 2025Q1: 47,654 shares 47,654 $5.34M 0.06% -10,807 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; 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; 2025Q1: 135,620 shares 135,620 $5.34M 0.06% -79,871 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; 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; 2025Q1: 47,659 shares 47,659 $5.32M 0.06% +71 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,833 shares; 2023Q4: 27,143 shares; 2024Q1: 28,945 shares; 2024Q2: 54,831 shares; 2024Q3: 56,457 shares; 2024Q4: 29,335 shares; 2025Q1: 56,998 shares 56,998 $5.27M 0.06% +27,663 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; 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; 2025Q1: 166,645 shares 166,645 $5.26M 0.06% -16,778 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; 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; 2025Q1: 56,063 shares 56,063 $5.25M 0.06% +12,884 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 11,075 shares 11,075 $5.21M 0.06% -3,067 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 69,004 shares 69,004 $5.18M 0.06% +423 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 116,632 shares 116,632 $5.16M 0.06% -3,768 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; 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; 2025Q1: 75,210 shares 75,210 $5.14M 0.06% +12,057 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 18,110 shares 18,110 $5.13M 0.06% -1,766 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 53,274 shares; 2023Q4: 44,875 shares; 2024Q1: 40,891 shares; 2024Q2: 38,724 shares; 2024Q3: 18,434 shares; 2024Q4: 18,691 shares; 2025Q1: 75,327 shares 75,327 $5.1M 0.06% +56,636 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,614 shares; 2023Q4: 19,195 shares; 2024Q1: 17,681 shares; 2024Q2: 15,685 shares; 2024Q3: 16,237 shares; 2024Q4: 15,521 shares; 2025Q1: 32,987 shares 32,987 $5.09M 0.06% +17,466 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 23,912 shares 23,912 $5.04M 0.06% -39,134 Timeline TMSL 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 91,371 shares; 2025Q1: 164,049 shares 164,049 $5M 0.06% +72,678 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50,585 shares; 2025Q1: 83,440 shares 83,440 $4.98M 0.06% +32,855 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 42,653 shares 42,653 $4.98M 0.06% -5,730 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 104,663 shares 104,663 $4.97M 0.06% +28,632 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; 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; 2025Q1: 165,966 shares 165,966 $4.97M 0.06% +6,922 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; 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; 2025Q1: 66,273 shares 66,273 $4.95M 0.06% -89,046 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; 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; 2025Q1: 119,972 shares 119,972 $4.94M 0.06% -19,040 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 32,184 shares 32,184 $4.93M 0.06% -7,621 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; 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; 2025Q1: 33,437 shares 33,437 $4.92M 0.06% -19 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; 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; 2025Q1: 42,366 shares 42,366 $4.91M 0.06% +379 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; 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; 2025Q1: 132,104 shares 132,104 $4.89M 0.06% +28,053 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 40,064 shares 40,064 $4.88M 0.06% -14,870 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; 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; 2025Q1: 27,522 shares 27,522 $4.84M 0.06% -2,416 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; 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; 2025Q1: 50,600 shares 50,600 $4.82M 0.06% -13,039 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; 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; 2025Q1: 9,311 shares 9,311 $4.77M 0.06% -1,589 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 45,062 shares 45,062 $4.73M 0.06% -17,726 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; 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; 2025Q1: 166,778 shares 166,778 $4.72M 0.06% +21,089 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 76,744 shares 76,744 $4.72M 0.06% +3,752 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; 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; 2025Q1: 66,309 shares 66,309 $4.72M 0.06% -1,161 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; 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; 2025Q1: 98,935 shares 98,935 $4.71M 0.06% +38,771 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; 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; 2025Q1: 50,135 shares 50,135 $4.7M 0.06% -14,291 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; 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; 2025Q1: 101,922 shares 101,922 $4.69M 0.06% +7,852 Timeline 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; 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; 2025Q1: 24,728 shares 24,728 $4.67M 0.06% -4,918 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; 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; 2025Q1: 18,636 shares 18,636 $4.64M 0.06% +1,885 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 201,627 shares 201,627 $4.63M 0.06% -86,094 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; 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; 2025Q1: 71,787 shares 71,787 $4.62M 0.06% +1,933 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; 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; 2025Q1: 47,841 shares 47,841 $4.61M 0.06% +10,541 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,880 shares; 2024Q3: 65,391 shares; 2024Q4: 91,343 shares; 2025Q1: 147,627 shares 147,627 $4.59M 0.06% +56,284 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; 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; 2025Q1: 238,406 shares 238,406 $4.58M 0.06% -15,022 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 197,938 shares 197,938 $4.56M 0.06% -10,295 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; 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; 2025Q1: 72,289 shares 72,289 $4.55M 0.05% -10,881 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; 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; 2025Q1: 124,818 shares 124,818 $4.54M 0.05% +5,712 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 47,441 shares 47,441 $4.53M 0.05% -8,642 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; 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; 2025Q1: 75,635 shares 75,635 $4.51M 0.05% +1,072 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; 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; 2025Q1: 31,317 shares 31,317 $4.49M 0.05% -30,613 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; 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; 2025Q1: 27,846 shares 27,846 $4.47M 0.05% -9,420 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,725 shares; 2024Q2: not reported; 2024Q3: 2,725 shares; 2024Q4: 3,160 shares; 2025Q1: 54,302 shares 54,302 $4.46M 0.05% +51,142 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; 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; 2025Q1: 178,368 shares 178,368 $4.45M 0.05% -83,744 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,945 shares; 2023Q4: 8,741 shares; 2024Q1: 10,904 shares; 2024Q2: 10,963 shares; 2024Q3: 10,008 shares; 2024Q4: 10,653 shares; 2025Q1: 19,303 shares 19,303 $4.42M 0.05% +8,650 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; 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; 2025Q1: 154,902 shares 154,902 $4.42M 0.05% -29,877 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; 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; 2025Q1: 118,440 shares 118,440 $4.41M 0.05% +2,060 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; 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; 2025Q1: 13,066 shares 13,066 $4.4M 0.05% -1,463 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 159,795 shares; 2025Q1: 176,439 shares 176,439 $4.4M 0.05% +16,644 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; 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; 2025Q1: 39,951 shares 39,951 $4.39M 0.05% -4,134 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; 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; 2025Q1: 172,024 shares 172,024 $4.39M 0.05% -6,720 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 191,491 shares 191,491 $4.39M 0.05% +11,966 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; 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; 2025Q1: 58,342 shares 58,342 $4.37M 0.05% -11,665 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; 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; 2025Q1: 51,863 shares 51,863 $4.35M 0.05% +4,689 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,205 shares; 2023Q4: 25,025 shares; 2024Q1: 24,889 shares; 2024Q2: 26,539 shares; 2024Q3: 30,277 shares; 2024Q4: 30,815 shares; 2025Q1: 52,604 shares 52,604 $4.34M 0.05% +21,789 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 78,347 shares; 2024Q4: not reported; 2025Q1: 52,537 shares 52,537 $4.32M 0.05% new 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; 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; 2025Q1: 39,778 shares 39,778 $4.31M 0.05% -17,147 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 6,391 shares 6,391 $4.31M 0.05% -2,244 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; 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; 2025Q1: 444,260 shares 444,260 $4.29M 0.05% -8,270 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 14,160 shares 14,160 $4.29M 0.05% -1,983 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 29,194 shares 29,194 $4.29M 0.05% -4,761 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; 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; 2025Q1: 20,823 shares 20,823 $4.27M 0.05% -514 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; 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; 2025Q1: 38,560 shares 38,560 $4.24M 0.05% -16,623 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 84,679 shares 84,679 $4.23M 0.05% -6,220 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; 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; 2025Q1: 9,733 shares 9,733 $4.22M 0.05% +930 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 53,980 shares 53,980 $4.21M 0.05% -14,389 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; 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; 2025Q1: 122,105 shares 122,105 $4.21M 0.05% +2,618 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; 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; 2025Q1: 41,485 shares 41,485 $4.16M 0.05% +1,661 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; 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; 2025Q1: 37,430 shares 37,430 $4.14M 0.05% -899 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,525 shares; 2023Q4: 16,877 shares; 2024Q1: 12,264 shares; 2024Q2: 12,947 shares; 2024Q3: 12,174 shares; 2024Q4: 13,004 shares; 2025Q1: 16,298 shares 16,298 $4.14M 0.05% +3,294 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 55,733 shares 55,733 $4.13M 0.05% -208 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,124 shares; 2023Q4: 184,306 shares; 2024Q1: 89,292 shares; 2024Q2: 98,661 shares; 2024Q3: 102,643 shares; 2024Q4: 74,023 shares; 2025Q1: 142,709 shares 142,709 $4.12M 0.05% +68,686 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; 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; 2025Q1: 25,477 shares 25,477 $4.09M 0.05% +4,014 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; 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; 2025Q1: 113,931 shares 113,931 $4.06M 0.05% -19,216 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 977 shares; 2023Q4: 977 shares; 2024Q1: 928 shares; 2024Q2: 903 shares; 2024Q3: 12,165 shares; 2024Q4: 15,791 shares; 2025Q1: 13,974 shares 13,974 $4.03M 0.05% -1,817 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 362,388 shares; 2023Q4: 388,282 shares; 2024Q1: 403,537 shares; 2024Q2: 100,564 shares; 2024Q3: 101,476 shares; 2024Q4: 104,944 shares; 2025Q1: 257,666 shares 257,666 $4.01M 0.05% +152,722 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; 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; 2025Q1: 227,269 shares 227,269 $4M 0.05% +40,597 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 2,048 shares 2,048 $4M 0.05% -103 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 23,267 shares 23,267 $3.98M 0.05% -4,075 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; 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; 2025Q1: 233,072 shares 233,072 $3.94M 0.05% -2,402 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; 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; 2025Q1: 14,788 shares 14,788 $3.91M 0.05% -2,467 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; 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; 2025Q1: 14,495 shares 14,495 $3.87M 0.05% -2,510 Timeline HYLS 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; 2023Q2: restricted; 2023Q3: 126,349 shares; 2023Q4: 61,879 shares; 2024Q1: 64,204 shares; 2024Q2: 62,913 shares; 2024Q3: 60,770 shares; 2024Q4: 41,658 shares; 2025Q1: 93,803 shares 93,803 $3.85M 0.05% +52,145 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,057 shares; 2023Q4: 30,266 shares; 2024Q1: 31,297 shares; 2024Q2: 31,401 shares; 2024Q3: 31,561 shares; 2024Q4: 31,889 shares; 2025Q1: 76,025 shares 76,025 $3.84M 0.05% +44,136 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; 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; 2025Q1: 173,887 shares 173,887 $3.84M 0.05% -169,269 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; 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; 2025Q1: 154,710 shares 154,710 $3.83M 0.05% +10,398 Timeline VUSB 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; 2023Q2: restricted; 2023Q3: 13,868 shares; 2023Q4: 21,171 shares; 2024Q1: 26,311 shares; 2024Q2: 38,915 shares; 2024Q3: 47,339 shares; 2024Q4: 49,527 shares; 2025Q1: 76,242 shares 76,242 $3.8M 0.05% +26,715 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; 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; 2025Q1: 12,884 shares 12,884 $3.8M 0.05% -4,181 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; 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; 2025Q1: 13,935 shares 13,935 $3.79M 0.05% -1,184 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 69,615 shares 69,615 $3.77M 0.05% +4,157 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; 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; 2025Q1: 175,949 shares 175,949 $3.76M 0.05% -35,135 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; 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; 2025Q1: 171,881 shares 171,881 $3.76M 0.05% -1,258 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; 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; 2025Q1: 14,051 shares 14,051 $3.75M 0.05% +537 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 18,246 shares 18,246 $3.75M 0.05% -2,429 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; 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; 2025Q1: 65,321 shares 65,321 $3.74M 0.05% +1,819 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 29,712 shares 29,712 $3.74M 0.05% -1,752 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,315 shares; 2023Q4: 71,355 shares; 2024Q1: 66,178 shares; 2024Q2: 52,736 shares; 2024Q3: 38,311 shares; 2024Q4: 62,160 shares; 2025Q1: 55,242 shares 55,242 $3.74M 0.05% -6,918 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 73,873 shares 73,873 $3.74M 0.05% -227,736 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; 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; 2025Q1: 112,206 shares 112,206 $3.73M 0.04% -32,511 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; 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; 2025Q1: 339,811 shares 339,811 $3.71M 0.04% -3,034 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; 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; 2025Q1: 33,757 shares 33,757 $3.7M 0.04% -1,314 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; 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; 2025Q1: 57,949 shares 57,949 $3.7M 0.04% +968 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,425 shares; 2024Q3: 70,834 shares; 2024Q4: 94,553 shares; 2025Q1: 118,442 shares 118,442 $3.68M 0.04% +23,889 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; 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; 2025Q1: 7,394 shares 7,394 $3.66M 0.04% -1,497 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 37,907 shares 37,907 $3.65M 0.04% -1,981 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 16,475 shares 16,475 $3.64M 0.04% -3,677 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 22,384 shares; 2024Q2: 19,763 shares; 2024Q3: 18,302 shares; 2024Q4: not reported; 2025Q1: 115,088 shares 115,088 $3.61M 0.04% new 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; 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; 2025Q1: 32,925 shares 32,925 $3.6M 0.04% -5,210 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,321 shares; 2023Q4: 48,772 shares; 2024Q1: 47,748 shares; 2024Q2: 57,519 shares; 2024Q3: 53,059 shares; 2024Q4: 50,161 shares; 2025Q1: 125,868 shares 125,868 $3.58M 0.04% +75,707 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; 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; 2025Q1: 90,446 shares 90,446 $3.57M 0.04% -2,309 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; 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; 2025Q1: 63,617 shares 63,617 $3.54M 0.04% +8,230 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,644 shares; 2024Q2: 14,433 shares; 2024Q3: 14,792 shares; 2024Q4: 39,556 shares; 2025Q1: 25,206 shares 25,206 $3.53M 0.04% -14,350 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 43,138 shares 43,138 $3.48M 0.04% -5,366 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 139,425 shares; 2024Q3: 143,979 shares; 2024Q4: 151,383 shares; 2025Q1: 149,654 shares 149,654 $3.48M 0.04% -1,729 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; 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; 2025Q1: 104,556 shares 104,556 $3.47M 0.04% +4,972 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 81,445 shares; 2023Q4: 174,248 shares; 2024Q1: 82,003 shares; 2024Q2: 73,950 shares; 2024Q3: 52,445 shares; 2024Q4: 27,605 shares; 2025Q1: 128,954 shares 128,954 $3.45M 0.04% +101,349 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,788 shares; 2023Q4: 18,609 shares; 2024Q1: 19,038 shares; 2024Q2: 21,346 shares; 2024Q3: 23,534 shares; 2024Q4: 41,955 shares; 2025Q1: 50,086 shares 50,086 $3.45M 0.04% +8,131 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 58,561 shares; 2024Q3: 99,536 shares; 2024Q4: 96,834 shares; 2025Q1: 90,487 shares 90,487 $3.45M 0.04% -6,347 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,930 shares; 2023Q4: 38,449 shares; 2024Q1: 34,376 shares; 2024Q2: 28,475 shares; 2024Q3: 26,799 shares; 2024Q4: 25,849 shares; 2025Q1: 27,834 shares 27,834 $3.44M 0.04% +1,985 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; 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; 2025Q1: 29,466 shares 29,466 $3.43M 0.04% -1,235 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 10,799 shares 10,799 $3.43M 0.04% -538 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; 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; 2025Q1: 68,120 shares 68,120 $3.42M 0.04% +2,564 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 38,448 shares 38,448 $3.42M 0.04% -10,012 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,780 shares; 2024Q3: 11,512 shares; 2024Q4: 13,949 shares; 2025Q1: 11,190 shares 11,190 $3.42M 0.04% -2,759 Timeline 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; 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; 2025Q1: 83,226 shares 83,226 $3.39M 0.04% -10,685 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,632 shares; 2023Q4: 19,651 shares; 2024Q1: 17,494 shares; 2024Q2: 17,661 shares; 2024Q3: 16,689 shares; 2024Q4: 18,913 shares; 2025Q1: 51,809 shares 51,809 $3.35M 0.04% +32,896 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; 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; 2025Q1: 151,109 shares 151,109 $3.35M 0.04% +4,060 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; 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; 2025Q1: 414,576 shares 414,576 $3.33M 0.04% -5,953 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 90,528 shares; 2023Q4: 47,007 shares; 2024Q1: 50,570 shares; 2024Q2: 66,185 shares; 2024Q3: 61,646 shares; 2024Q4: 73,835 shares; 2025Q1: 107,835 shares 107,835 $3.32M 0.04% +34,000 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; 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; 2025Q1: 97,162 shares 97,162 $3.32M 0.04% -18,926 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 5,402 shares 5,402 $3.32M 0.04% -839 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; 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; 2025Q1: 128,041 shares 128,041 $3.3M 0.04% -1,704 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 66,616 shares 66,616 $3.3M 0.04% -2,295 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; 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; 2025Q1: 48,418 shares 48,418 $3.3M 0.04% -3,276 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,140 shares; 2023Q4: 11,999 shares; 2024Q1: 12,584 shares; 2024Q2: 12,779 shares; 2024Q3: 11,777 shares; 2024Q4: 9,175 shares; 2025Q1: 9,363 shares 9,363 $3.23M 0.04% +188 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,586 shares; 2023Q4: 10,594 shares; 2024Q1: 10,615 shares; 2024Q2: 10,722 shares; 2024Q3: 9,735 shares; 2024Q4: 7,212 shares; 2025Q1: 6,656 shares 6,656 $3.23M 0.04% -556 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,184 shares; 2023Q4: 17,955 shares; 2024Q1: 24,200 shares; 2024Q2: 21,420 shares; 2024Q3: 24,528 shares; 2024Q4: 28,988 shares; 2025Q1: 35,002 shares 35,002 $3.22M 0.04% +6,014 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; 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; 2025Q1: 145,211 shares 145,211 $3.22M 0.04% -19,898 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; 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; 2025Q1: 25,045 shares 25,045 $3.21M 0.04% -7,113 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; 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; 2025Q1: 17,800 shares 17,800 $3.2M 0.04% -6,280 Timeline JBBB 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 29,590 shares; 2024Q3: 32,280 shares; 2024Q4: 34,711 shares; 2025Q1: 65,701 shares 65,701 $3.2M 0.04% +30,990 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 30,575 shares 30,575 $3.19M 0.04% -1,649 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; 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; 2025Q1: 4,801 shares 4,801 $3.18M 0.04% -1,211 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; 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; 2025Q1: 18,258 shares 18,258 $3.17M 0.04% -3,288 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; 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; 2025Q1: 75,713 shares 75,713 $3.17M 0.04% +590 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; 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; 2025Q1: 105,158 shares 105,158 $3.17M 0.04% -17,213 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,546 shares; 2023Q4: 4,971 shares; 2024Q1: not reported; 2024Q2: 7,192 shares; 2024Q3: 26,306 shares; 2024Q4: 33,531 shares; 2025Q1: 52,582 shares 52,582 $3.16M 0.04% +19,051 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 78,155 shares; 2023Q4: 78,712 shares; 2024Q1: 75,380 shares; 2024Q2: 70,439 shares; 2024Q3: 80,961 shares; 2024Q4: 69,204 shares; 2025Q1: 72,283 shares 72,283 $3.16M 0.04% +3,079 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,110 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,538 shares; 2025Q1: 68,876 shares 68,876 $3.16M 0.04% +56,338 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,290 shares; 2023Q4: 2,147 shares; 2024Q1: 1,901 shares; 2024Q2: 1,629 shares; 2024Q3: 2,422 shares; 2024Q4: 2,435 shares; 2025Q1: 2,204 shares 2,204 $3.16M 0.04% -231 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; 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; 2025Q1: 42,744 shares 42,744 $3.14M 0.04% -7,291 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; 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; 2025Q1: 165,644 shares 165,644 $3.14M 0.04% -4,489 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 91,371 shares; 2023Q4: 92,340 shares; 2024Q1: 84,729 shares; 2024Q2: 61,020 shares; 2024Q3: 59,715 shares; 2024Q4: 42,832 shares; 2025Q1: 52,093 shares 52,093 $3.14M 0.04% +9,261 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,359 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80,031 shares; 2024Q3: 140,959 shares; 2024Q4: 138,902 shares; 2025Q1: 134,472 shares 134,472 $3.12M 0.04% -4,430 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,946 shares; 2023Q4: 43,703 shares; 2024Q1: 44,878 shares; 2024Q2: 55,339 shares; 2024Q3: 48,351 shares; 2024Q4: 38,338 shares; 2025Q1: 60,110 shares 60,110 $3.12M 0.04% +21,772 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37,540 shares; 2025Q1: 40,274 shares 40,274 $3.12M 0.04% +2,734 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 107,299 shares; 2023Q4: 125,526 shares; 2024Q1: 123,706 shares; 2024Q2: 130,406 shares; 2024Q3: 127,287 shares; 2024Q4: 130,229 shares; 2025Q1: 151,570 shares 151,570 $3.12M 0.04% +21,341 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,584 shares; 2023Q4: 8,150 shares; 2024Q1: 7,740 shares; 2024Q2: 9,596 shares; 2024Q3: 9,041 shares; 2024Q4: 8,349 shares; 2025Q1: 8,911 shares 8,911 $3.11M 0.04% +562 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 65,422 shares 65,422 $3.11M 0.04% -34,058 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,916 shares; 2023Q4: 32,659 shares; 2024Q1: 42,594 shares; 2024Q2: 51,443 shares; 2024Q3: 54,399 shares; 2024Q4: 57,424 shares; 2025Q1: 58,077 shares 58,077 $3.11M 0.04% +653 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; 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; 2025Q1: 88,213 shares 88,213 $3.1M 0.04% -42,488 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 4,550 shares 4,550 $3.09M 0.04% -829 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,554 shares; 2023Q4: 19,596 shares; 2024Q1: 19,614 shares; 2024Q2: 19,037 shares; 2024Q3: 15,243 shares; 2024Q4: 14,971 shares; 2025Q1: 16,740 shares 16,740 $3.08M 0.04% +1,769 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 7,016 shares 7,016 $3.08M 0.04% -528 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,149 shares; 2024Q4: 93,526 shares; 2025Q1: 99,132 shares 99,132 $3.07M 0.04% +5,606 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 11,965 shares 11,965 $3.06M 0.04% -3,103 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,497 shares; 2023Q4: 34,081 shares; 2024Q1: 34,740 shares; 2024Q2: 43,810 shares; 2024Q3: 47,033 shares; 2024Q4: 51,099 shares; 2025Q1: 60,305 shares 60,305 $3.05M 0.04% +9,206 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 107,910 shares; 2023Q4: 148,796 shares; 2024Q1: 150,006 shares; 2024Q2: 146,272 shares; 2024Q3: 152,287 shares; 2024Q4: 255,413 shares; 2025Q1: 284,258 shares 284,258 $3.02M 0.04% +28,845 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; 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; 2025Q1: 75,954 shares 75,954 $3M 0.04% +1,276 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,354 shares; 2023Q4: 26,858 shares; 2024Q1: 27,109 shares; 2024Q2: 19,192 shares; 2024Q3: 21,156 shares; 2024Q4: 19,735 shares; 2025Q1: 43,032 shares 43,032 $2.99M 0.04% +23,297 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 52,712 shares 52,712 $2.98M 0.04% -2,460 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 93,545 shares; 2023Q4: 101,895 shares; 2024Q1: 97,903 shares; 2024Q2: 82,094 shares; 2024Q3: 66,670 shares; 2024Q4: 59,963 shares; 2025Q1: 79,491 shares 79,491 $2.97M 0.04% +19,528 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; 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; 2025Q1: 48,258 shares 48,258 $2.97M 0.04% +4,068 Timeline