VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,661,133 shares; 2023Q4: 10,705,093 shares; 2024Q1: 10,765,467 shares; 2024Q2: 10,646,248 shares; 2024Q3: 10,420,187 shares; 2024Q4: 10,380,321 shares 10,380,321 $1.07B 6.73% -39,866 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,590,490 shares; 2023Q4: 1,659,874 shares; 2024Q1: 1,691,770 shares; 2024Q2: 1,792,803 shares; 2024Q3: 1,778,905 shares; 2024Q4: 1,791,134 shares 1,791,134 $1.05B 6.62% +12,229 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,380,376 shares; 2023Q4: 3,514,713 shares; 2024Q1: 3,588,772 shares; 2024Q2: 4,352,862 shares; 2024Q3: 8,730,327 shares; 2024Q4: 8,993,758 shares 8,993,758 $871M 5.47% +263,431 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,458,984 shares; 2023Q4: 7,475,699 shares; 2024Q1: 7,775,195 shares; 2024Q2: 8,271,469 shares; 2024Q3: 8,502,456 shares; 2024Q4: 26,003,626 shares 26,003,626 $710M 4.46% +17,501,170 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,054,484 shares; 2023Q4: 2,148,725 shares; 2024Q1: 2,271,534 shares; 2024Q2: 2,683,086 shares; 2024Q3: 2,910,271 shares; 2024Q4: 3,147,762 shares 3,147,762 $533M 3.35% +237,491 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,567,758 shares; 2023Q4: 3,755,834 shares; 2024Q1: 5,509,677 shares; 2024Q2: 6,090,342 shares; 2024Q3: 6,152,184 shares; 2024Q4: 6,343,059 shares 6,343,059 $446M 2.8% +190,875 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 874,520 shares; 2023Q4: 833,640 shares; 2024Q1: 850,135 shares; 2024Q2: 1,104,995 shares; 2024Q3: 1,113,641 shares; 2024Q4: 1,200,955 shares 1,200,955 $301M 1.89% +87,314 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 242,461 shares; 2023Q4: 262,337 shares; 2024Q1: 334,939 shares; 2024Q2: 501,071 shares; 2024Q3: 571,195 shares; 2024Q4: 606,677 shares 606,677 $249M 1.56% +35,482 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 251,157 shares; 2023Q4: 295,486 shares; 2024Q1: 327,058 shares; 2024Q2: 362,425 shares; 2024Q3: 364,233 shares; 2024Q4: 374,111 shares 374,111 $219M 1.38% +9,878 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 119,698 shares; 2023Q4: 120,977 shares; 2024Q1: 105,936 shares; 2024Q2: 1,532,798 shares; 2024Q3: 1,586,698 shares; 2024Q4: 1,628,347 shares 1,628,347 $219M 1.37% +41,649 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 305,316 shares; 2023Q4: 341,158 shares; 2024Q1: 354,193 shares; 2024Q2: 367,132 shares; 2024Q3: 380,462 shares; 2024Q4: 401,704 shares 401,704 $205M 1.29% +21,242 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 241,254 shares; 2023Q4: 266,733 shares; 2024Q1: 286,682 shares; 2024Q2: 437,476 shares; 2024Q3: 438,552 shares; 2024Q4: 464,370 shares 464,370 $196M 1.23% +25,818 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 937,551 shares; 2023Q4: 874,194 shares; 2024Q1: 826,965 shares; 2024Q2: 853,139 shares; 2024Q3: 846,177 shares; 2024Q4: 866,569 shares 866,569 $191M 1.2% +20,392 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 340,587 shares; 2023Q4: 381,613 shares; 2024Q1: 403,246 shares; 2024Q2: 610,087 shares; 2024Q3: 666,677 shares; 2024Q4: 689,633 shares 689,633 $151M 0.95% +22,956 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 510,176 shares; 2023Q4: 724,681 shares; 2024Q1: 1,184,871 shares; 2024Q2: 1,682,473 shares; 2024Q3: 2,494,334 shares; 2024Q4: 2,633,540 shares 2,633,540 $149M 0.93% +139,206 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 718,230 shares; 2023Q4: 854,539 shares; 2024Q1: 966,004 shares; 2024Q2: 930,316 shares; 2024Q3: 978,866 shares; 2024Q4: 1,160,561 shares 1,160,561 $124M 0.78% +181,695 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 293,102 shares; 2023Q4: 377,630 shares; 2024Q1: 485,942 shares; 2024Q2: 765,244 shares; 2024Q3: 843,539 shares; 2024Q4: 4,132,097 shares 4,132,097 $115M 0.72% +3,288,558 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,572,372 shares; 2023Q4: 1,463,488 shares; 2024Q1: 1,459,280 shares; 2024Q2: 1,906,170 shares; 2024Q3: 1,876,734 shares; 2024Q4: 2,160,932 shares 2,160,932 $113M 0.71% +284,198 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 56,987 shares; 2023Q4: 64,083 shares; 2024Q1: 138,084 shares; 2024Q2: 208,381 shares; 2024Q3: 223,419 shares; 2024Q4: 263,344 shares 263,344 $106M 0.66% +39,925 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 702,687 shares; 2023Q4: 699,676 shares; 2024Q1: 708,800 shares; 2024Q2: 896,870 shares; 2024Q3: 904,356 shares; 2024Q4: 908,657 shares 908,657 $105M 0.66% +4,301 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,006 shares; 2023Q4: 24,124 shares; 2024Q1: 14,985 shares; 2024Q2: 149,462 shares; 2024Q3: 3,645,792 shares; 2024Q4: 3,805,778 shares 3,805,778 $99.7M 0.63% +159,986 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120,061 shares; 2023Q4: 124,246 shares; 2024Q1: 120,507 shares; 2024Q2: 173,053 shares; 2024Q3: 179,025 shares; 2024Q4: 182,907 shares 182,907 $98.6M 0.62% +3,882 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 379,080 shares; 2023Q4: 346,111 shares; 2024Q1: 551,873 shares; 2024Q2: 806,658 shares; 2024Q3: 795,928 shares; 2024Q4: 902,386 shares 902,386 $91.6M 0.58% +106,458 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,174,628 shares; 2023Q4: 1,160,991 shares; 2024Q1: 1,043,472 shares; 2024Q2: 1,031,580 shares; 2024Q3: 996,134 shares; 2024Q4: 1,013,433 shares 1,013,433 $89.6M 0.56% +17,299 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 114,622 shares; 2023Q4: 94,867 shares; 2024Q1: 154,926 shares; 2024Q2: 416,871 shares; 2024Q3: 457,820 shares; 2024Q4: 468,838 shares 468,838 $89.5M 0.56% +11,018 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 136,549 shares; 2023Q4: 150,710 shares; 2024Q1: 159,343 shares; 2024Q2: 168,733 shares; 2024Q3: 163,680 shares; 2024Q4: 180,607 shares 180,607 $81.9M 0.51% +16,927 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 99,970 shares; 2023Q4: 100,434 shares; 2024Q1: 106,711 shares; 2024Q2: 340,988 shares; 2024Q3: 735,646 shares; 2024Q4: 869,839 shares 869,839 $80.7M 0.51% +134,193 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 332,744 shares; 2023Q4: 374,334 shares; 2024Q1: 395,025 shares; 2024Q2: 657,055 shares; 2024Q3: 674,050 shares; 2024Q4: 722,481 shares 722,481 $77.7M 0.49% +48,431 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 188,781 shares; 2023Q4: 193,746 shares; 2024Q1: 195,655 shares; 2024Q2: 307,348 shares; 2024Q3: 313,730 shares; 2024Q4: 320,959 shares 320,959 $76.9M 0.48% +7,229 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 236,017 shares; 2023Q4: 251,116 shares; 2024Q1: 253,843 shares; 2024Q2: 278,639 shares; 2024Q3: 288,192 shares; 2024Q4: 312,886 shares 312,886 $75.2M 0.47% +24,694 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 204,964 shares; 2023Q4: 241,306 shares; 2024Q1: 257,119 shares; 2024Q2: 224,822 shares; 2024Q3: 236,565 shares; 2024Q4: 257,823 shares 257,823 $74.7M 0.47% +21,258 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 735,120 shares; 2023Q4: 742,694 shares; 2024Q1: 752,822 shares; 2024Q2: 794,244 shares; 2024Q3: 817,104 shares; 2024Q4: 834,703 shares 834,703 $74.4M 0.47% +17,599 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,376 shares; 2023Q4: 41,748 shares; 2024Q1: 47,331 shares; 2024Q2: 94,871 shares; 2024Q3: 106,885 shares; 2024Q4: 115,260 shares 115,260 $67.5M 0.42% +8,375 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,975 shares; 2023Q4: 58,549 shares; 2024Q1: 165,069 shares; 2024Q2: 211,264 shares; 2024Q3: 264,891 shares; 2024Q4: 340,777 shares 340,777 $62.9M 0.39% +75,886 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 187,761 shares; 2023Q4: 186,520 shares; 2024Q1: 188,338 shares; 2024Q2: 301,620 shares; 2024Q3: 310,020 shares; 2024Q4: 330,400 shares 330,400 $62.5M 0.39% +20,380 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135,885 shares; 2023Q4: 138,435 shares; 2024Q1: 476,280 shares; 2024Q2: 612,337 shares; 2024Q3: 639,831 shares; 2024Q4: 687,919 shares 687,919 $62.1M 0.39% +48,088 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100,742 shares; 2023Q4: 109,065 shares; 2024Q1: 111,353 shares; 2024Q2: 194,866 shares; 2024Q3: 189,330 shares; 2024Q4: 193,530 shares 193,530 $61.2M 0.38% +4,200 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,266 shares; 2023Q4: 12,023 shares; 2024Q1: 13,313 shares; 2024Q2: 23,916 shares; 2024Q3: 240,856 shares; 2024Q4: 256,049 shares 256,049 $59.4M 0.37% +15,193 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 221,580 shares; 2023Q4: 252,739 shares; 2024Q1: 250,987 shares; 2024Q2: 308,138 shares; 2024Q3: 288,326 shares; 2024Q4: 308,337 shares 308,337 $58.7M 0.37% +20,011 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,842 shares; 2023Q4: 94,748 shares; 2024Q1: 95,128 shares; 2024Q2: 127,492 shares; 2024Q3: 144,224 shares; 2024Q4: 144,122 shares 144,122 $58.2M 0.37% -102 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 168,560 shares; 2023Q4: 187,788 shares; 2024Q1: 342,524 shares; 2024Q2: 349,195 shares; 2024Q3: 349,973 shares; 2024Q4: 362,009 shares 362,009 $57.7M 0.36% +12,036 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 563,064 shares; 2023Q4: 682,364 shares; 2024Q1: 779,442 shares; 2024Q2: 806,414 shares; 2024Q3: 862,307 shares; 2024Q4: 983,014 shares 983,014 $56.6M 0.36% +120,707 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135,071 shares; 2023Q4: 165,980 shares; 2024Q1: 227,212 shares; 2024Q2: 259,456 shares; 2024Q3: 237,365 shares; 2024Q4: 238,544 shares 238,544 $56.1M 0.35% +1,179 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,581 shares; 2023Q4: 87,316 shares; 2024Q1: 321,274 shares; 2024Q2: 1,011,655 shares; 2024Q3: 1,513,720 shares; 2024Q4: 1,821,899 shares 1,821,899 $56.1M 0.35% +308,179 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 138,062 shares; 2023Q4: 142,106 shares; 2024Q1: 176,467 shares; 2024Q2: 217,636 shares; 2024Q3: 226,140 shares; 2024Q4: 249,313 shares 249,313 $52.5M 0.33% +23,173 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 767,858 shares; 2023Q4: 790,056 shares; 2024Q1: 844,249 shares; 2024Q2: 978,547 shares; 2024Q3: 1,001,678 shares; 2024Q4: 1,033,312 shares 1,033,312 $49.4M 0.31% +31,634 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 325,403 shares; 2023Q4: 308,339 shares; 2024Q1: 315,748 shares; 2024Q2: 384,722 shares; 2024Q3: 387,712 shares; 2024Q4: 502,088 shares 502,088 $48.6M 0.31% +114,376 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 600,624 shares; 2023Q4: 598,049 shares; 2024Q1: 832,448 shares; 2024Q2: 914,058 shares; 2024Q3: 1,119,689 shares; 2024Q4: 1,019,408 shares 1,019,408 $46.1M 0.29% -100,281 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 66,671 shares; 2023Q4: 150,067 shares; 2024Q1: 232,135 shares; 2024Q2: 302,779 shares; 2024Q3: 365,992 shares; 2024Q4: 1,645,580 shares 1,645,580 $42.9M 0.27% +1,279,588 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 505,029 shares; 2023Q4: 529,502 shares; 2024Q1: 564,086 shares; 2024Q2: 656,389 shares; 2024Q3: 670,404 shares; 2024Q4: 680,651 shares 680,651 $41.3M 0.26% +10,247 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 470,709 shares; 2023Q4: 491,179 shares; 2024Q1: 719,473 shares; 2024Q2: 748,943 shares; 2024Q3: 740,537 shares; 2024Q4: 751,603 shares 751,603 $41.3M 0.26% +11,066 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 221,215 shares; 2023Q4: 367,209 shares; 2024Q1: 559,531 shares; 2024Q2: 762,386 shares; 2024Q3: 941,226 shares; 2024Q4: 932,123 shares 932,123 $41M 0.26% -9,103 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 294,992 shares; 2023Q4: 332,226 shares; 2024Q1: 398,204 shares; 2024Q2: 460,156 shares; 2024Q3: 500,908 shares; 2024Q4: 540,253 shares 540,253 $40.8M 0.26% +39,345 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 153,687 shares; 2023Q4: 161,786 shares; 2024Q1: 169,251 shares; 2024Q2: 206,291 shares; 2024Q3: 219,100 shares; 2024Q4: 237,872 shares 237,872 $39.9M 0.25% +18,772 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 41,380 shares; 2024Q1: 283,946 shares; 2024Q2: 796,039 shares; 2024Q3: 968,229 shares; 2024Q4: 1,320,933 shares 1,320,933 $39.7M 0.25% +352,704 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,493 shares; 2023Q4: 37,374 shares; 2024Q1: 37,373 shares; 2024Q2: 48,957 shares; 2024Q3: 46,342 shares; 2024Q4: 51,279 shares 51,279 $39.6M 0.25% +4,937 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 153,971 shares; 2023Q4: 177,937 shares; 2024Q1: 183,045 shares; 2024Q2: 203,059 shares; 2024Q3: 216,789 shares; 2024Q4: 222,271 shares 222,271 $39.6M 0.25% +5,482 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,538 shares; 2023Q4: 55,932 shares; 2024Q1: 62,566 shares; 2024Q2: 64,509 shares; 2024Q3: 63,676 shares; 2024Q4: 62,629 shares 62,629 $38.9M 0.24% -1,047 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59,065 shares; 2023Q4: 59,504 shares; 2024Q1: 59,899 shares; 2024Q2: 98,589 shares; 2024Q3: 97,853 shares; 2024Q4: 100,052 shares 100,052 $38.9M 0.24% +2,199 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,377 shares; 2023Q4: 29,951 shares; 2024Q1: 33,539 shares; 2024Q2: 42,361 shares; 2024Q3: 38,893 shares; 2024Q4: 42,351 shares 42,351 $38.8M 0.24% +3,458 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,270,469 shares; 2023Q4: 5,172,148 shares; 2024Q1: 5,241,494 shares; 2024Q2: 6,190,247 shares; 2024Q3: 513,459 shares; 2024Q4: 501,755 shares 501,755 $38.8M 0.24% -11,704 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 115,532 shares; 2023Q4: 108,259 shares; 2024Q1: 527,411 shares; 2024Q2: 557,512 shares; 2024Q3: 587,384 shares; 2024Q4: 621,087 shares 621,087 $38.7M 0.24% +33,703 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 137,389 shares; 2023Q4: 138,830 shares; 2024Q1: 133,677 shares; 2024Q2: 215,360 shares; 2024Q3: 217,142 shares; 2024Q4: 215,029 shares 215,029 $38.2M 0.24% -2,113 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 122,440 shares; 2023Q4: 160,002 shares; 2024Q1: 238,628 shares; 2024Q2: 321,502 shares; 2024Q3: 354,110 shares; 2024Q4: 371,439 shares 371,439 $37.4M 0.24% +17,329 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 131,521 shares; 2023Q4: 143,635 shares; 2024Q1: 156,811 shares; 2024Q2: 173,352 shares; 2024Q3: 168,944 shares; 2024Q4: 182,821 shares 182,821 $35.8M 0.22% +13,877 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 242,598 shares; 2023Q4: 267,849 shares; 2024Q1: 263,416 shares; 2024Q2: 273,163 shares; 2024Q3: 273,235 shares; 2024Q4: 278,399 shares 278,399 $35.5M 0.22% +5,164 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 993,879 shares; 2023Q4: 890,230 shares; 2024Q1: 888,619 shares; 2024Q2: 1,009,526 shares; 2024Q3: 708,238 shares; 2024Q4: 699,332 shares 699,332 $35.2M 0.22% -8,906 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 537,113 shares; 2023Q4: 560,469 shares; 2024Q1: 566,744 shares; 2024Q2: 577,803 shares; 2024Q3: 587,697 shares; 2024Q4: 585,174 shares 585,174 $35M 0.22% -2,523 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,290 shares; 2023Q4: 32,556 shares; 2024Q1: 37,630 shares; 2024Q2: 71,502 shares; 2024Q3: 67,635 shares; 2024Q4: 67,950 shares 67,950 $34.4M 0.22% +315 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 258,196 shares; 2023Q4: 290,686 shares; 2024Q1: 327,974 shares; 2024Q2: 361,057 shares; 2024Q3: 381,400 shares; 2024Q4: 418,811 shares 418,811 $33.9M 0.21% +37,411 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 357,956 shares; 2023Q4: 374,306 shares; 2024Q1: 362,035 shares; 2024Q2: 375,704 shares; 2024Q3: 377,619 shares; 2024Q4: 377,500 shares 377,500 $33.8M 0.21% -119 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 288,394 shares; 2023Q4: 304,516 shares; 2024Q1: 596,693 shares; 2024Q2: 699,760 shares; 2024Q3: 735,117 shares; 2024Q4: 772,950 shares 772,950 $33.8M 0.21% +37,833 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 295,795 shares; 2023Q4: 247,020 shares; 2024Q1: 476,820 shares; 2024Q2: 567,723 shares; 2024Q3: 582,302 shares; 2024Q4: 561,782 shares 561,782 $33.2M 0.21% -20,520 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 186,038 shares; 2023Q4: 303,858 shares; 2024Q1: 534,390 shares; 2024Q2: 714,843 shares; 2024Q3: 785,385 shares; 2024Q4: 1,754,321 shares 1,754,321 $32.5M 0.2% +968,936 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 169,913 shares; 2023Q4: 158,022 shares; 2024Q1: 142,692 shares; 2024Q2: 249,113 shares; 2024Q3: 248,253 shares; 2024Q4: 222,586 shares 222,586 $32.2M 0.2% -25,667 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,769 shares; 2023Q4: 44,978 shares; 2024Q1: 293,638 shares; 2024Q2: 310,530 shares; 2024Q3: 318,502 shares; 2024Q4: 470,518 shares 470,518 $31.5M 0.2% +152,016 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107,255 shares; 2023Q4: 183,118 shares; 2024Q1: 333,291 shares; 2024Q2: 413,054 shares; 2024Q3: 677,900 shares; 2024Q4: 876,527 shares 876,527 $30.9M 0.19% +198,627 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 388,822 shares; 2023Q4: 363,329 shares; 2024Q1: 524,971 shares; 2024Q2: 584,721 shares; 2024Q3: 602,635 shares; 2024Q4: 604,941 shares 604,941 $30.9M 0.19% +2,306 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85,527 shares; 2023Q4: 281,896 shares; 2024Q1: 121,380 shares; 2024Q2: 322,297 shares; 2024Q3: 289,934 shares; 2024Q4: 336,885 shares 336,885 $30.8M 0.19% +46,951 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 325,076 shares; 2023Q4: 328,518 shares; 2024Q1: 329,450 shares; 2024Q2: 331,602 shares; 2024Q3: 304,606 shares; 2024Q4: 304,671 shares 304,671 $30.3M 0.19% +65 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 92,821 shares; 2023Q4: 132,236 shares; 2024Q1: 213,358 shares; 2024Q2: 243,823 shares; 2024Q3: 285,222 shares; 2024Q4: 307,053 shares 307,053 $30.2M 0.19% +21,831 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,383 shares; 2023Q4: 47,854 shares; 2024Q1: 65,663 shares; 2024Q2: 91,979 shares; 2024Q3: 98,525 shares; 2024Q4: 103,260 shares 103,260 $29.9M 0.19% +4,735 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100,361 shares; 2023Q4: 102,652 shares; 2024Q1: 82,479 shares; 2024Q2: 99,274 shares; 2024Q3: 107,620 shares; 2024Q4: 111,775 shares 111,775 $29.5M 0.19% +4,155 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 238,681 shares; 2023Q4: 334,353 shares; 2024Q1: 381,542 shares; 2024Q2: 442,227 shares; 2024Q3: 521,505 shares; 2024Q4: 647,118 shares 647,118 $29M 0.18% +125,613 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 392,622 shares; 2023Q4: 432,579 shares; 2024Q1: 456,920 shares; 2024Q2: 618,421 shares; 2024Q3: 642,639 shares; 2024Q4: 651,200 shares 651,200 $28.7M 0.18% +8,561 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,863 shares; 2023Q4: 13,364 shares; 2024Q1: 33,805 shares; 2024Q2: 133,130 shares; 2024Q3: 519,499 shares; 2024Q4: 577,959 shares 577,959 $28.6M 0.18% +58,460 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 101,000 shares; 2023Q4: 107,596 shares; 2024Q1: 106,914 shares; 2024Q2: 107,215 shares; 2024Q3: 100,535 shares; 2024Q4: 118,201 shares 118,201 $28.6M 0.18% +17,666 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 286,892 shares; 2023Q4: 262,475 shares; 2024Q1: 269,448 shares; 2024Q2: 294,871 shares; 2024Q3: 297,785 shares; 2024Q4: 305,712 shares 305,712 $28.3M 0.18% +7,927 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 140,703 shares; 2023Q4: 139,786 shares; 2024Q1: 133,300 shares; 2024Q2: 197,065 shares; 2024Q3: 200,135 shares; 2024Q4: 193,801 shares 193,801 $28M 0.18% -6,334 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 198,392 shares; 2023Q4: 197,427 shares; 2024Q1: 197,416 shares; 2024Q2: 203,094 shares; 2024Q3: 197,883 shares; 2024Q4: 200,126 shares 200,126 $27.9M 0.18% +2,243 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,713 shares; 2023Q4: 84,513 shares; 2024Q1: 70,504 shares; 2024Q2: 70,440 shares; 2024Q3: 73,961 shares; 2024Q4: 149,734 shares 149,734 $27.7M 0.17% +75,773 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,931 shares; 2023Q4: 33,010 shares; 2024Q1: 35,470 shares; 2024Q2: 70,864 shares; 2024Q3: 77,134 shares; 2024Q4: 81,757 shares 81,757 $27.3M 0.17% +4,623 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 513,818 shares; 2023Q4: 514,247 shares; 2024Q1: 524,709 shares; 2024Q2: 651,326 shares; 2024Q3: 661,892 shares; 2024Q4: 677,897 shares 677,897 $27.1M 0.17% +16,005 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 346,281 shares; 2024Q2: 438,926 shares; 2024Q3: 481,543 shares; 2024Q4: 525,858 shares 525,858 $27M 0.17% +44,315 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53,744 shares; 2023Q4: 60,275 shares; 2024Q1: 68,985 shares; 2024Q2: 133,380 shares; 2024Q3: 141,436 shares; 2024Q4: 135,856 shares 135,856 $26.8M 0.17% -5,580 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,922 shares; 2023Q4: 102,462 shares; 2024Q1: 344,864 shares; 2024Q2: 534,373 shares; 2024Q3: 576,862 shares; 2024Q4: 723,521 shares 723,521 $25.9M 0.16% +146,659 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,002 shares; 2023Q4: 38,753 shares; 2024Q1: 40,376 shares; 2024Q2: 57,070 shares; 2024Q3: 53,788 shares; 2024Q4: 52,795 shares 52,795 $25.7M 0.16% -993 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 171,801 shares; 2023Q4: 190,963 shares; 2024Q1: 172,332 shares; 2024Q2: 226,450 shares; 2024Q3: 230,418 shares; 2024Q4: 337,149 shares 337,149 $25.5M 0.16% +106,731 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 115,500 shares; 2023Q4: 153,595 shares; 2024Q1: 144,125 shares; 2024Q2: 179,765 shares; 2024Q3: 207,035 shares; 2024Q4: 286,973 shares 286,973 $25.1M 0.16% +79,938 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 368,541 shares; 2023Q4: 356,329 shares; 2024Q1: 289,621 shares; 2024Q2: 230,575 shares; 2024Q3: 419,214 shares; 2024Q4: 460,861 shares 460,861 $24.2M 0.15% +41,647 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,153,822 shares; 2023Q4: 1,116,669 shares; 2024Q1: 758,283 shares; 2024Q2: 724,833 shares; 2024Q3: 516,719 shares; 2024Q4: 543,545 shares 543,545 $23.7M 0.15% +26,826 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 313,665 shares; 2023Q4: 339,738 shares; 2024Q1: 243,161 shares; 2024Q2: 386,513 shares; 2024Q3: 404,192 shares; 2024Q4: 395,358 shares 395,358 $23.4M 0.15% -8,834 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,074 shares; 2023Q4: 18,823 shares; 2024Q1: 20,119 shares; 2024Q2: 41,058 shares; 2024Q3: 41,543 shares; 2024Q4: 44,437 shares 44,437 $23.4M 0.15% +2,894 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 207,978 shares; 2023Q4: 205,343 shares; 2024Q1: 197,106 shares; 2024Q2: 208,089 shares; 2024Q3: 203,684 shares; 2024Q4: 185,204 shares 185,204 $23.1M 0.15% -18,480 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 111,245 shares; 2023Q4: 116,176 shares; 2024Q1: 138,465 shares; 2024Q2: 227,221 shares; 2024Q3: 226,200 shares; 2024Q4: 230,718 shares 230,718 $23M 0.14% +4,518 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 99,750 shares; 2023Q4: 103,557 shares; 2024Q1: 128,917 shares; 2024Q2: 150,766 shares; 2024Q3: 162,666 shares; 2024Q4: 169,119 shares 169,119 $22.9M 0.14% +6,453 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 235,900 shares; 2023Q4: 253,653 shares; 2024Q1: 266,330 shares; 2024Q2: 284,666 shares; 2024Q3: 259,944 shares; 2024Q4: 259,060 shares 259,060 $22.8M 0.14% -884 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 477,374 shares; 2023Q4: 462,733 shares; 2024Q1: 356,341 shares; 2024Q2: 326,169 shares; 2024Q3: 306,091 shares; 2024Q4: 301,303 shares 301,303 $22.7M 0.14% -4,788 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,284 shares; 2023Q4: 55,964 shares; 2024Q1: 61,544 shares; 2024Q2: 81,997 shares; 2024Q3: 84,412 shares; 2024Q4: 86,974 shares 86,974 $22.7M 0.14% +2,562 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 208,193 shares; 2023Q4: 223,758 shares; 2024Q1: 248,660 shares; 2024Q2: 351,976 shares; 2024Q3: 359,773 shares; 2024Q4: 358,434 shares 358,434 $22.3M 0.14% -1,339 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 111,359 shares; 2023Q4: 142,929 shares; 2024Q1: 166,968 shares; 2024Q2: 241,797 shares; 2024Q3: 235,720 shares; 2024Q4: 294,561 shares 294,561 $22.3M 0.14% +58,841 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,222 shares; 2023Q4: 50,957 shares; 2024Q1: 55,061 shares; 2024Q2: 95,281 shares; 2024Q3: 96,531 shares; 2024Q4: 99,776 shares 99,776 $21.9M 0.14% +3,245 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,911 shares; 2023Q4: 5,643 shares; 2024Q1: 6,508 shares; 2024Q2: 20,218 shares; 2024Q3: 23,933 shares; 2024Q4: 24,102 shares 24,102 $21.5M 0.13% +169 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,070 shares; 2023Q4: 44,967 shares; 2024Q1: 46,004 shares; 2024Q2: 47,342 shares; 2024Q3: 48,927 shares; 2024Q4: 50,431 shares 50,431 $21.5M 0.13% +1,504 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 113,205 shares; 2023Q4: 117,799 shares; 2024Q1: 121,121 shares; 2024Q2: 138,606 shares; 2024Q3: 144,587 shares; 2024Q4: 138,480 shares 138,480 $21.1M 0.13% -6,107 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 700,569 shares; 2023Q4: 623,298 shares; 2024Q1: 522,735 shares; 2024Q2: 941,179 shares; 2024Q3: 902,334 shares; 2024Q4: 922,851 shares 922,851 $21M 0.13% +20,517 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 503,027 shares; 2023Q4: 470,199 shares; 2024Q1: 438,092 shares; 2024Q2: 409,647 shares; 2024Q3: 310,032 shares; 2024Q4: 337,519 shares 337,519 $20.7M 0.13% +27,487 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 217,429 shares; 2023Q4: 249,567 shares; 2024Q1: 251,597 shares; 2024Q2: 282,839 shares; 2024Q3: 299,445 shares; 2024Q4: 286,564 shares 286,564 $20.6M 0.13% -12,881 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,914 shares; 2023Q4: 195,022 shares; 2024Q1: 228,069 shares; 2024Q2: 307,017 shares; 2024Q3: 356,901 shares; 2024Q4: 904,748 shares 904,748 $20.5M 0.13% +547,847 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 320,255 shares; 2023Q4: 290,755 shares; 2024Q1: 246,439 shares; 2024Q2: 234,096 shares; 2024Q3: 227,238 shares; 2024Q4: 230,042 shares 230,042 $20.4M 0.13% +2,804 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,970 shares; 2023Q4: 89,214 shares; 2024Q1: 94,612 shares; 2024Q2: 114,123 shares; 2024Q3: 98,404 shares; 2024Q4: 100,626 shares 100,626 $20.3M 0.13% +2,222 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,114 shares; 2023Q4: 34,154 shares; 2024Q1: 38,929 shares; 2024Q2: 56,519 shares; 2024Q3: 56,660 shares; 2024Q4: 57,435 shares 57,435 $20.2M 0.13% +775 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 126,356 shares; 2023Q4: 153,705 shares; 2024Q1: 151,362 shares; 2024Q2: 136,339 shares; 2024Q3: 138,140 shares; 2024Q4: 156,958 shares 156,958 $20.2M 0.13% +18,818 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,409 shares; 2023Q4: 1,742 shares; 2024Q1: 2,460 shares; 2024Q2: 52,282 shares; 2024Q3: 52,259 shares; 2024Q4: 59,950 shares 59,950 $20M 0.13% +7,691 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 439,190 shares; 2023Q4: 480,751 shares; 2024Q1: 526,146 shares; 2024Q2: 580,371 shares; 2024Q3: 615,810 shares; 2024Q4: 688,594 shares 688,594 $19.9M 0.12% +72,784 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135,547 shares; 2023Q4: 112,861 shares; 2024Q1: 114,208 shares; 2024Q2: 166,970 shares; 2024Q3: 165,073 shares; 2024Q4: 171,075 shares 171,075 $19.8M 0.12% +6,002 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 304,187 shares; 2023Q4: 328,885 shares; 2024Q1: 316,843 shares; 2024Q2: 351,721 shares; 2024Q3: 378,314 shares; 2024Q4: 394,518 shares 394,518 $19.5M 0.12% +16,204 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,098 shares; 2023Q4: 22,408 shares; 2024Q1: 22,739 shares; 2024Q2: 37,462 shares; 2024Q3: 37,089 shares; 2024Q4: 37,414 shares 37,414 $19.5M 0.12% +325 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 110,811 shares; 2023Q4: 111,881 shares; 2024Q1: 111,535 shares; 2024Q2: 156,721 shares; 2024Q3: 159,134 shares; 2024Q4: 171,807 shares 171,807 $19.4M 0.12% +12,673 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,823 shares; 2023Q4: 120,249 shares; 2024Q1: 155,084 shares; 2024Q2: 172,405 shares; 2024Q3: 199,526 shares; 2024Q4: 214,221 shares 214,221 $19.4M 0.12% +14,695 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 364,536 shares; 2023Q4: 518,719 shares; 2024Q1: 576,992 shares; 2024Q2: 556,399 shares; 2024Q3: 521,279 shares; 2024Q4: 450,122 shares 450,122 $19.3M 0.12% -71,157 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 268,649 shares; 2023Q4: 266,915 shares; 2024Q1: 277,945 shares; 2024Q2: 414,229 shares; 2024Q3: 437,804 shares; 2024Q4: 433,781 shares 433,781 $19.1M 0.12% -4,023 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 273,647 shares; 2023Q4: 297,355 shares; 2024Q1: 248,282 shares; 2024Q2: 256,325 shares; 2024Q3: 208,946 shares; 2024Q4: 221,825 shares 221,825 $19M 0.12% +12,879 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 109,658 shares; 2023Q4: 132,475 shares; 2024Q1: 133,282 shares; 2024Q2: 128,388 shares; 2024Q3: 110,188 shares; 2024Q4: 108,240 shares 108,240 $19M 0.12% -1,948 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 114,174 shares; 2023Q4: 133,374 shares; 2024Q1: 144,060 shares; 2024Q2: 164,474 shares; 2024Q3: 183,338 shares; 2024Q4: 198,984 shares 198,984 $18.4M 0.12% +15,646 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 200,885 shares; 2023Q4: 199,461 shares; 2024Q1: 199,019 shares; 2024Q2: 371,802 shares; 2024Q3: 415,109 shares; 2024Q4: 430,464 shares 430,464 $18.3M 0.11% +15,355 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 72,570 shares; 2023Q4: 70,348 shares; 2024Q1: 80,585 shares; 2024Q2: 73,288 shares; 2024Q3: 72,772 shares; 2024Q4: 71,205 shares 71,205 $18.1M 0.11% -1,567 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,998 shares; 2023Q4: 9,900 shares; 2024Q1: 24,881 shares; 2024Q2: 56,289 shares; 2024Q3: 59,534 shares; 2024Q4: 61,816 shares 61,816 $17.9M 0.11% +2,282 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 243,395 shares; 2023Q4: 266,711 shares; 2024Q1: 283,449 shares; 2024Q2: 307,612 shares; 2024Q3: 337,419 shares; 2024Q4: 350,328 shares 350,328 $17.9M 0.11% +12,909 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,996 shares; 2023Q4: 37,519 shares; 2024Q1: 56,246 shares; 2024Q2: 98,434 shares; 2024Q3: 102,790 shares; 2024Q4: 106,371 shares 106,371 $17.7M 0.11% +3,581 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,630 shares; 2023Q4: 43,281 shares; 2024Q1: 42,575 shares; 2024Q2: 57,343 shares; 2024Q3: 57,763 shares; 2024Q4: 63,472 shares 63,472 $17.5M 0.11% +5,709 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 269,383 shares; 2023Q4: 331,330 shares; 2024Q1: 469,371 shares; 2024Q2: 508,426 shares; 2024Q3: 486,565 shares; 2024Q4: 504,643 shares 504,643 $17.5M 0.11% +18,078 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 160,716 shares; 2023Q4: 144,456 shares; 2024Q1: 154,642 shares; 2024Q2: 152,531 shares; 2024Q3: 150,195 shares; 2024Q4: 147,883 shares 147,883 $17.5M 0.11% -2,312 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 180,873 shares; 2023Q4: 195,570 shares; 2024Q1: 208,677 shares; 2024Q2: 199,199 shares; 2024Q3: 81,221 shares; 2024Q4: 74,788 shares 74,788 $17.4M 0.11% -6,433 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78,525 shares; 2024Q2: 83,447 shares; 2024Q3: 138,667 shares; 2024Q4: 333,370 shares 333,370 $17.3M 0.11% +194,703 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 367,337 shares; 2023Q4: 327,890 shares; 2024Q1: 362,373 shares; 2024Q2: 383,106 shares; 2024Q3: 281,593 shares; 2024Q4: 288,858 shares 288,858 $17.3M 0.11% +7,265 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 94,906 shares; 2023Q4: 237,147 shares; 2024Q1: 250,101 shares; 2024Q2: 267,008 shares; 2024Q3: 291,545 shares; 2024Q4: 322,865 shares 322,865 $17.3M 0.11% +31,320 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,747 shares; 2023Q4: 31,221 shares; 2024Q1: 35,179 shares; 2024Q2: 43,351 shares; 2024Q3: 45,766 shares; 2024Q4: 47,425 shares 47,425 $17.2M 0.11% +1,659 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 110,064 shares; 2023Q4: 114,365 shares; 2024Q1: 123,372 shares; 2024Q2: 164,480 shares; 2024Q3: 178,331 shares; 2024Q4: 187,049 shares 187,049 $17.1M 0.11% +8,718 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 403,053 shares; 2024Q2: 657,430 shares; 2024Q3: 662,031 shares; 2024Q4: 674,452 shares 674,452 $17.1M 0.11% +12,421 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 216,709 shares; 2023Q4: 267,149 shares; 2024Q1: 293,505 shares; 2024Q2: 326,904 shares; 2024Q3: 372,182 shares; 2024Q4: 410,384 shares 410,384 $17.1M 0.11% +38,202 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,798 shares; 2023Q4: 42,015 shares; 2024Q1: 119,369 shares; 2024Q2: 139,812 shares; 2024Q3: 160,048 shares; 2024Q4: 167,784 shares 167,784 $16.2M 0.1% +7,736 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 163,399 shares; 2023Q4: 188,754 shares; 2024Q1: 245,096 shares; 2024Q2: 267,295 shares; 2024Q3: 279,354 shares; 2024Q4: 287,423 shares 287,423 $15.7M 0.1% +8,069 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 79,124 shares; 2023Q4: 75,361 shares; 2024Q1: 105,832 shares; 2024Q2: 130,019 shares; 2024Q3: 144,687 shares; 2024Q4: 154,511 shares 154,511 $15.3M 0.1% +9,824 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,898 shares; 2023Q4: 14,298 shares; 2024Q1: 14,983 shares; 2024Q2: 22,240 shares; 2024Q3: 22,804 shares; 2024Q4: 24,302 shares 24,302 $15.3M 0.1% +1,498 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 292,843 shares; 2023Q4: 335,876 shares; 2024Q1: 361,921 shares; 2024Q2: 429,469 shares; 2024Q3: 466,711 shares; 2024Q4: 511,089 shares 511,089 $15.3M 0.1% +44,378 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 177,111 shares; 2023Q4: 183,543 shares; 2024Q1: 197,729 shares; 2024Q2: 206,872 shares; 2024Q3: 213,428 shares; 2024Q4: 217,950 shares 217,950 $15.2M 0.1% +4,522 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 385,421 shares; 2023Q4: 390,595 shares; 2024Q1: 464,587 shares; 2024Q2: 514,377 shares; 2024Q3: 316,888 shares; 2024Q4: 313,548 shares 313,548 $15.2M 0.1% -3,340 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,747 shares 14,747 $15.1M 0.09% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120,779 shares; 2023Q4: 120,188 shares; 2024Q1: 132,538 shares; 2024Q2: 135,389 shares; 2024Q3: 139,140 shares; 2024Q4: 153,900 shares 153,900 $15.1M 0.09% +14,760 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60,686 shares; 2023Q4: 58,332 shares; 2024Q1: 78,751 shares; 2024Q2: 90,952 shares; 2024Q3: 63,318 shares; 2024Q4: 113,560 shares 113,560 $15M 0.09% +50,242 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,248 shares; 2023Q4: 13,879 shares; 2024Q1: 19,513 shares; 2024Q2: 48,615 shares; 2024Q3: 44,325 shares; 2024Q4: 44,800 shares 44,800 $14.9M 0.09% +475 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 168,170 shares; 2023Q4: 204,220 shares; 2024Q1: 218,467 shares; 2024Q2: 397,225 shares; 2024Q3: 395,125 shares; 2024Q4: 395,302 shares 395,302 $14.8M 0.09% +177 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 177,800 shares; 2023Q4: 201,277 shares; 2024Q1: 192,885 shares; 2024Q2: 208,032 shares; 2024Q3: 251,848 shares; 2024Q4: 304,353 shares 304,353 $14.8M 0.09% +52,505 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 213,953 shares; 2023Q4: 219,644 shares; 2024Q1: 250,083 shares; 2024Q2: 293,770 shares; 2024Q3: 334,756 shares; 2024Q4: 397,941 shares 397,941 $14.8M 0.09% +63,185 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,131 shares; 2023Q4: 67,195 shares; 2024Q1: 64,528 shares; 2024Q2: 70,032 shares; 2024Q3: 68,424 shares; 2024Q4: 74,123 shares 74,123 $14.7M 0.09% +5,699 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 114,640 shares; 2023Q4: 101,213 shares; 2024Q1: 105,614 shares; 2024Q2: 117,627 shares; 2024Q3: 122,431 shares; 2024Q4: 130,881 shares 130,881 $14.6M 0.09% +8,450 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 109,523 shares; 2023Q4: 108,833 shares; 2024Q1: 106,472 shares; 2024Q2: 108,108 shares; 2024Q3: 108,767 shares; 2024Q4: 110,102 shares 110,102 $14.5M 0.09% +1,335 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 96,371 shares; 2023Q4: 121,529 shares; 2024Q1: 142,430 shares; 2024Q2: 179,386 shares; 2024Q3: 224,195 shares; 2024Q4: 289,710 shares 289,710 $14.5M 0.09% +65,515 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,993 shares; 2023Q4: 116,700 shares; 2024Q1: 131,574 shares; 2024Q2: 151,091 shares; 2024Q3: 174,225 shares; 2024Q4: 193,718 shares 193,718 $14.3M 0.09% +19,493 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 66,166 shares; 2023Q4: 72,911 shares; 2024Q1: 74,827 shares; 2024Q2: 104,591 shares; 2024Q3: 107,997 shares; 2024Q4: 110,257 shares 110,257 $13.9M 0.09% +2,260 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 124,734 shares; 2023Q4: 114,570 shares; 2024Q1: 104,994 shares; 2024Q2: 242,256 shares; 2024Q3: 251,485 shares; 2024Q4: 263,241 shares 263,241 $13.8M 0.09% +11,756 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 122,422 shares; 2023Q4: 105,645 shares; 2024Q1: 107,611 shares; 2024Q2: 115,455 shares; 2024Q3: 115,742 shares; 2024Q4: 121,153 shares 121,153 $13.6M 0.09% +5,411 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,845 shares; 2023Q4: 19,383 shares; 2024Q1: 20,203 shares; 2024Q2: 34,259 shares; 2024Q3: 30,922 shares; 2024Q4: 32,241 shares 32,241 $13.5M 0.08% +1,319 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 179,467 shares; 2023Q4: 130,204 shares; 2024Q1: 135,863 shares; 2024Q2: 135,988 shares; 2024Q3: 126,828 shares; 2024Q4: 192,087 shares 192,087 $13.4M 0.08% +65,259 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,303 shares; 2023Q4: 33,577 shares; 2024Q1: 31,196 shares; 2024Q2: 72,974 shares; 2024Q3: 76,856 shares; 2024Q4: 73,251 shares 73,251 $13.4M 0.08% -3,605 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,057 shares; 2023Q4: 62,230 shares; 2024Q1: 85,776 shares; 2024Q2: 94,848 shares; 2024Q3: 103,355 shares; 2024Q4: 106,837 shares 106,837 $13.4M 0.08% +3,482 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 117,611 shares; 2023Q4: 110,033 shares; 2024Q1: 116,199 shares; 2024Q2: 104,977 shares; 2024Q3: 100,252 shares; 2024Q4: 101,504 shares 101,504 $13.3M 0.08% +1,252 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,115 shares; 2023Q4: 20,370 shares; 2024Q1: 21,291 shares; 2024Q2: 22,031 shares; 2024Q3: 22,705 shares; 2024Q4: 23,396 shares 23,396 $13.3M 0.08% +691 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 323,352 shares; 2023Q4: 317,236 shares; 2024Q1: 332,859 shares; 2024Q2: 414,396 shares; 2024Q3: 362,294 shares; 2024Q4: 372,124 shares 372,124 $13.3M 0.08% +9,830 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 697,695 shares; 2023Q4: 1,728,576 shares; 2024Q1: 1,611,363 shares; 2024Q2: 1,854,719 shares; 2024Q3: 1,926,353 shares; 2024Q4: 1,944,373 shares 1,944,373 $13.3M 0.08% +18,020 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 68,595 shares; 2023Q4: 70,685 shares; 2024Q1: 72,860 shares; 2024Q2: 100,569 shares; 2024Q3: 99,815 shares; 2024Q4: 108,626 shares 108,626 $13.1M 0.08% +8,811 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 152,195 shares; 2023Q4: 165,267 shares; 2024Q1: 155,521 shares; 2024Q2: 160,482 shares; 2024Q3: 160,710 shares; 2024Q4: 160,791 shares 160,791 $13M 0.08% +81 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,665 shares; 2023Q4: 32,786 shares; 2024Q1: 30,011 shares; 2024Q2: 52,414 shares; 2024Q3: 54,879 shares; 2024Q4: 56,921 shares 56,921 $12.9M 0.08% +2,042 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,839 shares; 2023Q4: 4,080 shares; 2024Q1: 3,247 shares; 2024Q2: 3,629 shares; 2024Q3: 46,330 shares; 2024Q4: 44,098 shares 44,098 $12.8M 0.08% -2,232 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,084 shares; 2023Q4: 60,822 shares; 2024Q1: 117,336 shares; 2024Q2: 133,878 shares; 2024Q3: 189,433 shares; 2024Q4: 230,126 shares 230,126 $12.8M 0.08% +40,693 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 111,651 shares; 2023Q4: 124,265 shares; 2024Q1: 119,750 shares; 2024Q2: 177,557 shares; 2024Q3: 175,885 shares; 2024Q4: 178,408 shares 178,408 $12.5M 0.08% +2,523 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,508 shares; 2023Q4: 9,407 shares; 2024Q1: 14,742 shares; 2024Q2: 20,108 shares; 2024Q3: 20,977 shares; 2024Q4: 21,823 shares 21,823 $12.5M 0.08% +846 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 68,650 shares; 2023Q4: 67,625 shares; 2024Q1: 69,961 shares; 2024Q2: 159,080 shares; 2024Q3: 184,800 shares; 2024Q4: 218,223 shares 218,223 $12.3M 0.08% +33,423 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,105 shares; 2023Q4: 9,508 shares; 2024Q1: 9,995 shares; 2024Q2: 21,082 shares; 2024Q3: 22,592 shares; 2024Q4: 22,849 shares 22,849 $11.9M 0.07% +257 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 77,912 shares; 2023Q4: 122,792 shares; 2024Q1: 148,561 shares; 2024Q2: 163,713 shares; 2024Q3: 134,431 shares; 2024Q4: 118,293 shares 118,293 $11.9M 0.07% -16,138 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 218,851 shares; 2023Q4: 237,282 shares; 2024Q1: 300,988 shares; 2024Q2: 331,571 shares; 2024Q3: 381,432 shares; 2024Q4: 375,150 shares 375,150 $11.8M 0.07% -6,282 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,533 shares; 2023Q4: 53,121 shares; 2024Q1: 66,903 shares; 2024Q2: 69,698 shares; 2024Q3: 77,127 shares; 2024Q4: 92,928 shares 92,928 $11.8M 0.07% +15,801 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,673 shares; 2023Q4: 67,707 shares; 2024Q1: 76,423 shares; 2024Q2: 77,241 shares; 2024Q3: 75,699 shares; 2024Q4: 80,867 shares 80,867 $11.8M 0.07% +5,168 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 221,771 shares; 2023Q4: 284,706 shares; 2024Q1: 331,785 shares; 2024Q2: 431,775 shares; 2024Q3: 359,723 shares; 2024Q4: 382,628 shares 382,628 $11.7M 0.07% +22,905 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 108,819 shares; 2023Q4: 138,908 shares; 2024Q1: 198,000 shares; 2024Q2: 243,167 shares; 2024Q3: 273,332 shares; 2024Q4: 351,833 shares 351,833 $11.5M 0.07% +78,501 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,133 shares; 2023Q4: 31,647 shares; 2024Q1: 29,416 shares; 2024Q2: 87,191 shares; 2024Q3: 87,723 shares; 2024Q4: 92,021 shares 92,021 $11.4M 0.07% +4,298 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,166 shares; 2023Q4: 3,444 shares; 2024Q1: 76,395 shares; 2024Q2: 77,551 shares; 2024Q3: 82,161 shares; 2024Q4: 110,586 shares 110,586 $11.3M 0.07% +28,425 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,925 shares; 2023Q4: 18,959 shares; 2024Q1: 16,156 shares; 2024Q2: 30,624 shares; 2024Q3: 27,147 shares; 2024Q4: 25,369 shares 25,369 $11.3M 0.07% -1,778 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,795 shares; 2023Q4: 55,451 shares; 2024Q1: 49,106 shares; 2024Q2: 93,216 shares; 2024Q3: 89,475 shares; 2024Q4: 93,715 shares 93,715 $11.3M 0.07% +4,240 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,361 shares; 2023Q4: 71,567 shares; 2024Q1: 67,476 shares; 2024Q2: 97,824 shares; 2024Q3: 97,680 shares; 2024Q4: 104,385 shares 104,385 $11.2M 0.07% +6,705 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 191,843 shares; 2023Q4: 214,272 shares; 2024Q1: 205,782 shares; 2024Q2: 192,893 shares; 2024Q3: 205,396 shares; 2024Q4: 106,886 shares 106,886 $11.2M 0.07% -98,510 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75,246 shares; 2023Q4: 79,811 shares; 2024Q1: 94,287 shares; 2024Q2: 110,356 shares; 2024Q3: 118,874 shares; 2024Q4: 124,936 shares 124,936 $11.1M 0.07% +6,062 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 129,837 shares; 2023Q4: 147,848 shares; 2024Q1: 167,703 shares; 2024Q2: 224,286 shares; 2024Q3: 251,639 shares; 2024Q4: 268,082 shares 268,082 $11.1M 0.07% +16,443 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 104,390 shares; 2023Q4: 102,796 shares; 2024Q1: 92,148 shares; 2024Q2: 99,600 shares; 2024Q3: 101,331 shares; 2024Q4: 106,009 shares 106,009 $11M 0.07% +4,678 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 130,992 shares; 2023Q4: 134,970 shares; 2024Q1: 140,541 shares; 2024Q2: 254,623 shares; 2024Q3: 255,829 shares; 2024Q4: 261,958 shares 261,958 $11M 0.07% +6,129 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,735 shares; 2023Q4: 109,917 shares; 2024Q1: 129,983 shares; 2024Q2: 175,097 shares; 2024Q3: 198,245 shares; 2024Q4: 235,177 shares 235,177 $10.9M 0.07% +36,932 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 215,581 shares; 2023Q4: 228,333 shares; 2024Q1: 130,781 shares; 2024Q2: 134,862 shares; 2024Q3: 133,118 shares; 2024Q4: 134,061 shares 134,061 $10.9M 0.07% +943 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,514 shares; 2023Q4: 28,818 shares; 2024Q1: 35,397 shares; 2024Q2: 45,161 shares; 2024Q3: 42,566 shares; 2024Q4: 43,767 shares 43,767 $10.8M 0.07% +1,201 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,978 shares; 2023Q4: 3,486 shares; 2024Q1: 4,210 shares; 2024Q2: 10,135 shares; 2024Q3: 10,136 shares; 2024Q4: 10,171 shares 10,171 $10.8M 0.07% +35 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 126,445 shares; 2023Q4: 197,680 shares; 2024Q1: 362,939 shares; 2024Q2: 436,315 shares; 2024Q3: 221,434 shares; 2024Q4: 208,779 shares 208,779 $10.8M 0.07% -12,655 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 88,591 shares; 2023Q4: 89,516 shares; 2024Q1: 91,764 shares; 2024Q2: 119,386 shares; 2024Q3: 109,712 shares; 2024Q4: 121,508 shares 121,508 $10.7M 0.07% +11,796 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,053 shares; 2023Q4: 30,543 shares; 2024Q1: 19,136 shares; 2024Q2: 27,010 shares; 2024Q3: 31,756 shares; 2024Q4: 36,411 shares 36,411 $10.5M 0.07% +4,655 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,444 shares; 2023Q4: 37,005 shares; 2024Q1: 35,579 shares; 2024Q2: 51,139 shares; 2024Q3: 53,147 shares; 2024Q4: 54,475 shares 54,475 $10.5M 0.07% +1,328 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 352,789 shares; 2023Q4: 417,169 shares; 2024Q1: 422,609 shares; 2024Q2: 245,272 shares; 2024Q3: 228,447 shares; 2024Q4: 140,489 shares 140,489 $10.5M 0.07% -87,958 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,057 shares; 2023Q4: 22,743 shares; 2024Q1: 18,502 shares; 2024Q2: 34,367 shares; 2024Q3: 30,586 shares; 2024Q4: 32,347 shares 32,347 $10.4M 0.07% +1,761 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,862 shares; 2023Q4: 29,049 shares; 2024Q1: 33,261 shares; 2024Q2: 38,424 shares; 2024Q3: 91,361 shares; 2024Q4: 88,613 shares 88,613 $10.4M 0.07% -2,748 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,274 shares; 2023Q4: 67,575 shares; 2024Q1: 67,688 shares; 2024Q2: 128,596 shares; 2024Q3: 132,185 shares; 2024Q4: 129,897 shares 129,897 $10.4M 0.07% -2,288 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,198 shares; 2023Q4: 28,876 shares; 2024Q1: 29,082 shares; 2024Q2: 43,924 shares; 2024Q3: 44,281 shares; 2024Q4: 55,331 shares 55,331 $10.4M 0.07% +11,050 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,640 shares; 2023Q4: 23,730 shares; 2024Q1: 24,337 shares; 2024Q2: 79,427 shares; 2024Q3: 81,374 shares; 2024Q4: 84,925 shares 84,925 $10.3M 0.06% +3,551 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 114,865 shares; 2023Q4: 119,297 shares; 2024Q1: 115,371 shares; 2024Q2: 122,088 shares; 2024Q3: 80,455 shares; 2024Q4: 79,252 shares 79,252 $10.3M 0.06% -1,203 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,501 shares; 2023Q4: 4,722 shares; 2024Q1: 5,093 shares; 2024Q2: 14,496 shares; 2024Q3: 14,904 shares; 2024Q4: 14,765 shares 14,765 $10.2M 0.06% -139 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,205 shares; 2024Q1: 127,613 shares; 2024Q2: 163,374 shares; 2024Q3: 176,448 shares; 2024Q4: 202,000 shares 202,000 $10.2M 0.06% +25,552 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,040 shares; 2023Q4: 38,911 shares; 2024Q1: 44,423 shares; 2024Q2: 78,681 shares; 2024Q3: 91,826 shares; 2024Q4: 89,283 shares 89,283 $10.2M 0.06% -2,543 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85,725 shares; 2023Q4: 74,576 shares; 2024Q1: 75,267 shares; 2024Q2: 86,808 shares; 2024Q3: 89,722 shares; 2024Q4: 93,556 shares 93,556 $10.2M 0.06% +3,834 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 205,614 shares; 2023Q4: 205,706 shares; 2024Q1: 227,397 shares; 2024Q2: 229,589 shares; 2024Q3: 134,883 shares; 2024Q4: 73,619 shares 73,619 $10.1M 0.06% -61,264 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,976 shares; 2023Q4: 24,742 shares; 2024Q1: 24,072 shares; 2024Q2: 55,294 shares; 2024Q3: 58,605 shares; 2024Q4: 65,802 shares 65,802 $10.1M 0.06% +7,197 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,323 shares; 2023Q4: 19,422 shares; 2024Q1: 19,333 shares; 2024Q2: 54,363 shares; 2024Q3: 53,794 shares; 2024Q4: 56,565 shares 56,565 $10.1M 0.06% +2,771 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,927 shares; 2023Q4: 8,618 shares; 2024Q1: 8,935 shares; 2024Q2: 23,525 shares; 2024Q3: 20,637 shares; 2024Q4: 19,941 shares 19,941 $9.93M 0.06% -696 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 294,564 shares; 2023Q4: 316,951 shares; 2024Q1: 335,751 shares; 2024Q2: 341,766 shares; 2024Q3: 353,815 shares; 2024Q4: 361,369 shares 361,369 $9.76M 0.06% +7,554 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65,176 shares; 2023Q4: 63,125 shares; 2024Q1: 70,299 shares; 2024Q2: 143,950 shares; 2024Q3: 139,861 shares; 2024Q4: 135,332 shares 135,332 $9.7M 0.06% -4,529 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 126,266 shares; 2023Q4: 129,369 shares; 2024Q1: 128,786 shares; 2024Q2: 135,030 shares; 2024Q3: 134,954 shares; 2024Q4: 167,362 shares 167,362 $9.61M 0.06% +32,408 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85,940 shares; 2023Q4: 85,395 shares; 2024Q1: 83,620 shares; 2024Q2: 86,478 shares; 2024Q3: 87,897 shares; 2024Q4: 95,401 shares 95,401 $9.58M 0.06% +7,504 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 67,655 shares; 2023Q4: 78,617 shares; 2024Q1: 89,624 shares; 2024Q2: 113,388 shares; 2024Q3: 123,708 shares; 2024Q4: 138,910 shares 138,910 $9.58M 0.06% +15,202 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,963 shares; 2023Q4: 96,148 shares; 2024Q1: 181,323 shares; 2024Q2: 165,831 shares; 2024Q3: 155,044 shares; 2024Q4: 189,737 shares 189,737 $9.53M 0.06% +34,693 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,587 shares; 2023Q4: 19,403 shares; 2024Q1: 16,887 shares; 2024Q2: 20,884 shares; 2024Q3: 20,883 shares; 2024Q4: 22,400 shares 22,400 $9.49M 0.06% +1,517 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 151,567 shares; 2023Q4: 147,928 shares; 2024Q1: 99,419 shares; 2024Q2: 78,299 shares; 2024Q3: 71,899 shares; 2024Q4: 72,771 shares 72,771 $9.49M 0.06% +872 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,040 shares; 2023Q4: 17,050 shares; 2024Q1: 32,693 shares; 2024Q2: 37,600 shares; 2024Q3: 39,020 shares; 2024Q4: 38,913 shares 38,913 $9.42M 0.06% -107 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 146,394 shares; 2023Q4: 137,656 shares; 2024Q1: 147,369 shares; 2024Q2: 119,861 shares; 2024Q3: 123,392 shares; 2024Q4: 123,187 shares 123,187 $9.42M 0.06% -205 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,144 shares; 2023Q4: 14,949 shares; 2024Q1: 18,414 shares; 2024Q2: 32,329 shares; 2024Q3: 29,972 shares; 2024Q4: 32,175 shares 32,175 $9.42M 0.06% +2,203 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,680 shares; 2023Q4: 45,932 shares; 2024Q1: 44,816 shares; 2024Q2: 74,918 shares; 2024Q3: 76,637 shares; 2024Q4: 76,440 shares 76,440 $9.37M 0.06% -197 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 219,374 shares; 2023Q4: 159,708 shares; 2024Q1: 156,786 shares; 2024Q2: 166,205 shares; 2024Q3: 154,991 shares; 2024Q4: 158,491 shares 158,491 $9.34M 0.06% +3,500 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 112,081 shares; 2023Q4: 125,606 shares; 2024Q1: 136,296 shares; 2024Q2: 141,673 shares; 2024Q3: 153,095 shares; 2024Q4: 179,402 shares 179,402 $9.31M 0.06% +26,307 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,429 shares; 2023Q4: 27,132 shares; 2024Q1: 18,807 shares; 2024Q2: 36,057 shares; 2024Q3: 39,054 shares; 2024Q4: 80,375 shares 80,375 $9.29M 0.06% +41,321 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,837 shares; 2023Q4: 29,312 shares; 2024Q1: 29,123 shares; 2024Q2: 31,605 shares; 2024Q3: 32,807 shares; 2024Q4: 33,112 shares 33,112 $9.27M 0.06% +305 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 245,534 shares; 2024Q3: 267,000 shares; 2024Q4: 281,565 shares 281,565 $9.27M 0.06% +14,565 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 298,114 shares; 2023Q4: 317,014 shares; 2024Q1: 292,081 shares; 2024Q2: 308,754 shares; 2024Q3: 331,936 shares; 2024Q4: 348,990 shares 348,990 $9.26M 0.06% +17,054 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,434 shares; 2023Q4: 75,322 shares; 2024Q1: 82,611 shares; 2024Q2: 94,317 shares; 2024Q3: 155,874 shares; 2024Q4: 184,516 shares 184,516 $9.25M 0.06% +28,642 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 178,748 shares; 2023Q4: 21,071 shares; 2024Q1: 74,303 shares; 2024Q2: 77,188 shares; 2024Q3: 81,843 shares; 2024Q4: 185,805 shares 185,805 $9.2M 0.06% +103,962 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,020 shares; 2023Q4: 212,905 shares; 2024Q1: 219,928 shares; 2024Q2: 192,424 shares; 2024Q3: 248,652 shares; 2024Q4: 272,688 shares 272,688 $9.2M 0.06% +24,036 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 123,539 shares; 2023Q4: 126,566 shares; 2024Q1: 124,657 shares; 2024Q2: 125,713 shares; 2024Q3: 127,335 shares; 2024Q4: 135,044 shares 135,044 $9.17M 0.06% +7,709 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,227 shares; 2023Q4: 6,333 shares; 2024Q1: 6,194 shares; 2024Q2: 28,999 shares; 2024Q3: 26,880 shares; 2024Q4: 26,558 shares 26,558 $9.03M 0.06% -322 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 106,693 shares; 2023Q4: 105,369 shares; 2024Q1: 95,958 shares; 2024Q2: 131,602 shares; 2024Q3: 124,579 shares; 2024Q4: 115,612 shares 115,612 $9.02M 0.06% -8,967 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,894,027 shares; 2023Q4: 5,019,384 shares; 2024Q1: 448,824 shares; 2024Q2: 371,627 shares; 2024Q3: 327,074 shares; 2024Q4: 316,817 shares 316,817 $9M 0.06% -10,257 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,449 shares; 2023Q4: 31,550 shares; 2024Q1: 42,671 shares; 2024Q2: 63,966 shares; 2024Q3: 67,550 shares; 2024Q4: 81,424 shares 81,424 $8.99M 0.06% +13,874 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,475 shares; 2023Q4: 36,667 shares; 2024Q1: 33,472 shares; 2024Q2: 97,591 shares; 2024Q3: 106,929 shares; 2024Q4: 96,745 shares 96,745 $8.94M 0.06% -10,184 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 138,275 shares; 2023Q4: 124,127 shares; 2024Q1: 117,940 shares; 2024Q2: 117,095 shares; 2024Q3: 106,833 shares; 2024Q4: 104,309 shares 104,309 $8.9M 0.06% -2,524 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81,995 shares; 2023Q4: 92,011 shares; 2024Q1: 87,212 shares; 2024Q2: 79,843 shares; 2024Q3: 103,451 shares; 2024Q4: 115,076 shares 115,076 $8.87M 0.06% +11,625 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,340 shares; 2023Q4: 78,241 shares; 2024Q1: 71,723 shares; 2024Q2: 76,957 shares; 2024Q3: 77,021 shares; 2024Q4: 91,322 shares 91,322 $8.85M 0.06% +14,301 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,261 shares; 2023Q4: 41,380 shares; 2024Q1: 76,622 shares; 2024Q2: 77,643 shares; 2024Q3: 81,092 shares; 2024Q4: 85,996 shares 85,996 $8.78M 0.06% +4,904 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 113,918 shares; 2023Q4: 104,764 shares; 2024Q1: 172,614 shares; 2024Q2: 172,684 shares; 2024Q3: 172,834 shares; 2024Q4: 178,407 shares 178,407 $8.75M 0.05% +5,573 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,986 shares; 2023Q4: 23,409 shares; 2024Q1: 24,580 shares; 2024Q2: 37,544 shares; 2024Q3: 37,029 shares; 2024Q4: 38,108 shares 38,108 $8.75M 0.05% +1,079 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 401,877 shares; 2023Q4: 376,929 shares; 2024Q1: 384,652 shares; 2024Q2: 369,699 shares; 2024Q3: 389,051 shares; 2024Q4: 402,736 shares 402,736 $8.75M 0.05% +13,685 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 133,545 shares; 2023Q4: 112,868 shares; 2024Q1: 107,963 shares; 2024Q2: 145,111 shares; 2024Q3: 140,226 shares; 2024Q4: 139,443 shares 139,443 $8.74M 0.05% -783 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,294 shares; 2023Q4: 5,155 shares; 2024Q1: 87,394 shares; 2024Q2: 93,434 shares; 2024Q3: 95,759 shares; 2024Q4: 106,097 shares 106,097 $8.49M 0.05% +10,338 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 220,169 shares; 2023Q4: 217,757 shares; 2024Q1: 218,327 shares; 2024Q2: 234,799 shares; 2024Q3: 222,153 shares; 2024Q4: 210,191 shares 210,191 $8.48M 0.05% -11,962 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 97,484 shares; 2023Q4: 101,218 shares; 2024Q1: 125,211 shares; 2024Q2: 137,518 shares; 2024Q3: 106,958 shares; 2024Q4: 109,546 shares 109,546 $8.47M 0.05% +2,588 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 132,194 shares; 2023Q4: 151,528 shares; 2024Q1: 90,274 shares; 2024Q2: 75,399 shares; 2024Q3: 80,962 shares; 2024Q4: 78,069 shares 78,069 $8.34M 0.05% -2,893 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,884 shares; 2023Q4: 36,370 shares; 2024Q1: 49,977 shares; 2024Q2: 54,609 shares; 2024Q3: 62,042 shares; 2024Q4: 67,327 shares 67,327 $8.32M 0.05% +5,285 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,789 shares; 2023Q4: 4,876 shares; 2024Q1: 4,746 shares; 2024Q2: 28,802 shares; 2024Q3: 35,619 shares; 2024Q4: 37,478 shares 37,478 $8.27M 0.05% +1,859 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,881 shares; 2023Q4: 103,083 shares; 2024Q1: 58,246 shares; 2024Q2: 96,246 shares; 2024Q3: 104,384 shares; 2024Q4: 99,511 shares 99,511 $8.16M 0.05% -4,873 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,163 shares; 2023Q4: 37,497 shares; 2024Q1: 35,006 shares; 2024Q2: 87,160 shares; 2024Q3: 82,000 shares; 2024Q4: 64,682 shares 64,682 $8.16M 0.05% -17,318 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,048 shares; 2024Q1: 88,842 shares; 2024Q2: 100,017 shares; 2024Q3: 127,392 shares; 2024Q4: 143,728 shares 143,728 $8.1M 0.05% +16,336 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,148 shares; 2023Q4: 11,584 shares; 2024Q1: 12,167 shares; 2024Q2: 26,992 shares; 2024Q3: 29,853 shares; 2024Q4: 31,918 shares 31,918 $8.1M 0.05% +2,065 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,381 shares; 2023Q4: 88,343 shares; 2024Q1: 86,063 shares; 2024Q2: 97,707 shares; 2024Q3: 99,718 shares; 2024Q4: 97,989 shares 97,989 $8.07M 0.05% -1,729 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 133,810 shares; 2023Q4: 186,805 shares; 2024Q1: 266,193 shares; 2024Q2: 392,962 shares; 2024Q3: 380,349 shares; 2024Q4: 442,522 shares 442,522 $8.06M 0.05% +62,173 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 222,818 shares; 2023Q4: 224,573 shares; 2024Q1: 225,476 shares; 2024Q2: 200,119 shares; 2024Q3: 208,933 shares; 2024Q4: 209,804 shares 209,804 $8.05M 0.05% +871 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,186 shares; 2023Q4: 14,143 shares; 2024Q1: 13,445 shares; 2024Q2: 11,271 shares; 2024Q3: 10,694 shares; 2024Q4: 38,815 shares 38,815 $8.03M 0.05% +28,121 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 68,230 shares; 2024Q3: 117,941 shares; 2024Q4: 169,874 shares 169,874 $8.03M 0.05% +51,933 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,768 shares; 2023Q4: 44,349 shares; 2024Q1: 65,295 shares; 2024Q2: 82,740 shares; 2024Q3: 103,909 shares; 2024Q4: 99,805 shares 99,805 $8.01M 0.05% -4,104 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,958 shares; 2023Q4: 9,090 shares; 2024Q1: 10,319 shares; 2024Q2: 21,053 shares; 2024Q3: 20,430 shares; 2024Q4: 43,640 shares 43,640 $7.94M 0.05% +23,210 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,412 shares; 2023Q4: 23,106 shares; 2024Q1: 18,127 shares; 2024Q2: 38,235 shares; 2024Q3: 36,067 shares; 2024Q4: 34,556 shares 34,556 $7.88M 0.05% -1,511 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,967 shares; 2023Q4: 2,018 shares; 2024Q1: 1,977 shares; 2024Q2: 2,292 shares; 2024Q3: 2,387 shares; 2024Q4: 2,443 shares 2,443 $7.82M 0.05% +56 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,935 shares; 2023Q4: 17,666 shares; 2024Q1: 15,508 shares; 2024Q2: 22,618 shares; 2024Q3: 24,751 shares; 2024Q4: 26,315 shares 26,315 $7.81M 0.05% +1,564 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53,158 shares; 2023Q4: 49,164 shares; 2024Q1: 45,754 shares; 2024Q2: 72,250 shares; 2024Q3: 88,432 shares; 2024Q4: 91,452 shares 91,452 $7.73M 0.05% +3,020 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,654 shares; 2023Q4: 49,723 shares; 2024Q1: 49,729 shares; 2024Q2: 53,206 shares; 2024Q3: 54,681 shares; 2024Q4: 55,447 shares 55,447 $7.72M 0.05% +766 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 709 shares; 2023Q4: 694 shares; 2024Q1: 493 shares; 2024Q2: 8,233 shares; 2024Q3: 8,494 shares; 2024Q4: 8,144 shares 8,144 $7.68M 0.05% -350 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,040 shares; 2023Q4: 9,884 shares; 2024Q1: 9,701 shares; 2024Q2: 18,479 shares; 2024Q3: 20,386 shares; 2024Q4: 21,273 shares 21,273 $7.66M 0.05% +887 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,614 shares; 2023Q4: 36,396 shares; 2024Q1: 34,794 shares; 2024Q2: 61,096 shares; 2024Q3: 62,112 shares; 2024Q4: 154,437 shares 154,437 $7.65M 0.05% +92,325 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,432 shares; 2023Q4: 29,343 shares; 2024Q1: 29,095 shares; 2024Q2: 33,461 shares; 2024Q3: 34,556 shares; 2024Q4: 34,532 shares 34,532 $7.63M 0.05% -24 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,261 shares; 2023Q4: 7,334 shares; 2024Q1: 7,748 shares; 2024Q2: 18,679 shares; 2024Q3: 20,239 shares; 2024Q4: 20,612 shares 20,612 $7.61M 0.05% +373 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 115,138 shares; 2023Q4: 96,003 shares; 2024Q1: 91,511 shares; 2024Q2: 103,585 shares; 2024Q3: 106,814 shares; 2024Q4: 107,280 shares 107,280 $7.59M 0.05% +466 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 74,999 shares; 2023Q4: 55,149 shares; 2024Q1: 54,770 shares; 2024Q2: 60,708 shares; 2024Q3: 63,437 shares; 2024Q4: 83,194 shares 83,194 $7.56M 0.05% +19,757 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,237 shares; 2023Q4: 17,958 shares; 2024Q1: 21,565 shares; 2024Q2: 20,947 shares; 2024Q3: 20,072 shares; 2024Q4: 20,057 shares 20,057 $7.53M 0.05% -15 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 79,843 shares; 2023Q4: 76,536 shares; 2024Q1: 72,089 shares; 2024Q2: 76,727 shares; 2024Q3: 75,314 shares; 2024Q4: 71,623 shares 71,623 $7.53M 0.05% -3,691 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100,292 shares; 2023Q4: 107,666 shares; 2024Q1: 116,770 shares; 2024Q2: 164,112 shares; 2024Q3: 171,604 shares; 2024Q4: 178,014 shares 178,014 $7.53M 0.05% +6,410 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 72,967 shares; 2023Q4: 81,922 shares; 2024Q1: 83,579 shares; 2024Q2: 91,528 shares; 2024Q3: 125,939 shares; 2024Q4: 154,988 shares 154,988 $7.37M 0.05% +29,049 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,741 shares; 2023Q4: 38,370 shares; 2024Q1: 34,557 shares; 2024Q2: 34,497 shares; 2024Q3: 39,400 shares; 2024Q4: 41,545 shares 41,545 $7.35M 0.05% +2,145 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55,587 shares; 2023Q4: 56,051 shares; 2024Q1: 61,856 shares; 2024Q2: 88,882 shares; 2024Q3: 80,330 shares; 2024Q4: 80,135 shares 80,135 $7.31M 0.05% -195 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,181 shares; 2023Q4: 4,308 shares; 2024Q1: 3,541 shares; 2024Q2: 39,787 shares; 2024Q3: 41,141 shares; 2024Q4: 38,610 shares 38,610 $7.26M 0.05% -2,531 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 129,611 shares; 2023Q4: 129,818 shares; 2024Q1: 214,343 shares; 2024Q2: 221,732 shares; 2024Q3: 238,764 shares; 2024Q4: 250,986 shares 250,986 $7.2M 0.05% +12,222 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,878 shares; 2023Q4: 21,485 shares; 2024Q1: 22,386 shares; 2024Q2: 29,628 shares; 2024Q3: 36,088 shares; 2024Q4: 42,846 shares 42,846 $7.15M 0.04% +6,758 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,700 shares; 2023Q4: 72,336 shares; 2024Q1: 88,319 shares; 2024Q2: 98,375 shares; 2024Q3: 115,440 shares; 2024Q4: 129,043 shares 129,043 $7.09M 0.04% +13,603 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,815 shares; 2023Q4: 13,259 shares; 2024Q1: 20,967 shares; 2024Q2: 19,938 shares; 2024Q3: 19,178 shares; 2024Q4: 43,283 shares 43,283 $7.07M 0.04% +24,105 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,847 shares; 2023Q4: 35,178 shares; 2024Q1: 41,646 shares; 2024Q2: 97,686 shares; 2024Q3: 89,292 shares; 2024Q4: 81,853 shares 81,853 $7.04M 0.04% -7,439 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 12,601 shares; 2024Q1: 14,612 shares; 2024Q2: 67,726 shares; 2024Q3: 112,597 shares; 2024Q4: 152,013 shares 152,013 $7M 0.04% +39,416 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,010 shares; 2023Q4: 65,880 shares; 2024Q1: 60,939 shares; 2024Q2: 63,099 shares; 2024Q3: 121,900 shares; 2024Q4: 128,865 shares 128,865 $7M 0.04% +6,965 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 106,287 shares; 2023Q4: 109,137 shares; 2024Q1: 75,434 shares; 2024Q2: 58,697 shares; 2024Q3: 57,511 shares; 2024Q4: 53,879 shares 53,879 $6.94M 0.04% -3,632 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,852 shares; 2023Q4: 19,489 shares; 2024Q1: 18,993 shares; 2024Q2: 25,395 shares; 2024Q3: 27,081 shares; 2024Q4: 28,673 shares 28,673 $6.91M 0.04% +1,592 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 106,656 shares; 2023Q4: 117,458 shares; 2024Q1: 119,318 shares; 2024Q2: 138,746 shares; 2024Q3: 142,568 shares; 2024Q4: 158,410 shares 158,410 $6.87M 0.04% +15,842 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,247 shares; 2023Q4: 123,809 shares; 2024Q1: 123,334 shares; 2024Q2: 124,422 shares; 2024Q3: 137,829 shares; 2024Q4: 277,756 shares 277,756 $6.85M 0.04% +139,927 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 101,848 shares; 2023Q4: 112,535 shares; 2024Q1: 97,129 shares; 2024Q2: 187,284 shares; 2024Q3: 165,933 shares; 2024Q4: 137,531 shares 137,531 $6.84M 0.04% -28,402 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,004 shares; 2023Q4: 10,876 shares; 2024Q1: 12,018 shares; 2024Q2: 17,757 shares; 2024Q3: 18,399 shares; 2024Q4: 19,779 shares 19,779 $6.79M 0.04% +1,380 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,021 shares; 2023Q4: 19,656 shares; 2024Q1: 12,492 shares; 2024Q2: 18,393 shares; 2024Q3: 14,507 shares; 2024Q4: 23,589 shares 23,589 $6.79M 0.04% +9,082 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 458,748 shares; 2023Q4: 431,595 shares; 2024Q1: 278,699 shares; 2024Q2: 176,509 shares; 2024Q3: 168,699 shares; 2024Q4: 167,345 shares 167,345 $6.78M 0.04% -1,354 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100,131 shares; 2023Q4: 107,960 shares; 2024Q1: 105,278 shares; 2024Q2: 145,800 shares; 2024Q3: 154,516 shares; 2024Q4: 141,405 shares 141,405 $6.76M 0.04% -13,111 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,335 shares; 2024Q1: 2,754 shares; 2024Q2: 68,776 shares; 2024Q3: 105,871 shares; 2024Q4: 84,142 shares 84,142 $6.75M 0.04% -21,729 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,652 shares; 2023Q4: 33,054 shares; 2024Q1: 35,096 shares; 2024Q2: 42,748 shares; 2024Q3: 35,705 shares; 2024Q4: 39,106 shares 39,106 $6.74M 0.04% +3,401 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,350 shares; 2023Q4: 12,701 shares; 2024Q1: 13,090 shares; 2024Q2: 28,965 shares; 2024Q3: 31,778 shares; 2024Q4: 28,136 shares 28,136 $6.74M 0.04% -3,642 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,194 shares; 2023Q4: 27,009 shares; 2024Q1: 31,206 shares; 2024Q2: 102,428 shares; 2024Q3: 107,377 shares; 2024Q4: 101,896 shares 101,896 $6.68M 0.04% -5,481 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,123 shares; 2023Q4: 10,293 shares; 2024Q1: 23,919 shares; 2024Q2: 133,126 shares; 2024Q3: 146,919 shares; 2024Q4: 154,999 shares 154,999 $6.6M 0.04% +8,080 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 306,492 shares; 2023Q4: 236,157 shares; 2024Q1: 230,870 shares; 2024Q2: 229,101 shares; 2024Q3: 226,485 shares; 2024Q4: 201,935 shares 201,935 $6.58M 0.04% -24,550 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 153,988 shares; 2023Q4: 163,847 shares; 2024Q1: 188,201 shares; 2024Q2: 206,586 shares; 2024Q3: 226,404 shares; 2024Q4: 231,916 shares 231,916 $6.57M 0.04% +5,512 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 67,900 shares; 2023Q4: 55,814 shares; 2024Q1: 63,034 shares; 2024Q2: 61,163 shares; 2024Q3: 54,985 shares; 2024Q4: 54,017 shares 54,017 $6.55M 0.04% -968 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65,808 shares; 2023Q4: 67,769 shares; 2024Q1: 66,965 shares; 2024Q2: 59,199 shares; 2024Q3: 58,604 shares; 2024Q4: 47,251 shares 47,251 $6.53M 0.04% -11,353 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,453 shares; 2023Q4: 6,956 shares; 2024Q1: 6,460 shares; 2024Q2: 14,762 shares; 2024Q3: 15,244 shares; 2024Q4: 13,823 shares 13,823 $6.49M 0.04% -1,421 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,863 shares; 2024Q1: 12,303 shares; 2024Q2: 37,994 shares; 2024Q3: 37,598 shares; 2024Q4: 61,432 shares 61,432 $6.4M 0.04% +23,834 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,544 shares; 2023Q4: 23,697 shares; 2024Q1: 23,963 shares; 2024Q2: 28,541 shares; 2024Q3: 24,286 shares; 2024Q4: 23,900 shares 23,900 $6.37M 0.04% -386 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 143,481 shares; 2023Q4: 135,511 shares; 2024Q1: 143,536 shares; 2024Q2: 143,110 shares; 2024Q3: 144,235 shares; 2024Q4: 141,576 shares 141,576 $6.36M 0.04% -2,659 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,291 shares; 2023Q4: 20,420 shares; 2024Q1: 23,949 shares; 2024Q2: 35,649 shares; 2024Q3: 39,151 shares; 2024Q4: 38,661 shares 38,661 $6.29M 0.04% -490 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80,246 shares; 2024Q3: 127,332 shares; 2024Q4: 106,577 shares 106,577 $6.27M 0.04% -20,755 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 90,974 shares; 2023Q4: 87,894 shares; 2024Q1: 81,523 shares; 2024Q2: 84,346 shares; 2024Q3: 86,665 shares; 2024Q4: 82,176 shares 82,176 $6.26M 0.04% -4,489 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 46,110 shares; 2024Q2: 46,647 shares; 2024Q3: 48,304 shares; 2024Q4: 51,360 shares 51,360 $6.23M 0.04% +3,056 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 62,894 shares; 2023Q4: 62,979 shares; 2024Q1: 64,265 shares; 2024Q2: 82,554 shares; 2024Q3: 83,748 shares; 2024Q4: 91,180 shares 91,180 $6.22M 0.04% +7,432 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,302 shares; 2023Q4: 24,304 shares; 2024Q1: 22,279 shares; 2024Q2: 43,028 shares; 2024Q3: 45,453 shares; 2024Q4: 46,007 shares 46,007 $6.22M 0.04% +554 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 218,350 shares; 2023Q4: 196,385 shares; 2024Q1: 150,236 shares; 2024Q2: 149,234 shares; 2024Q3: 149,537 shares; 2024Q4: 150,013 shares 150,013 $6.19M 0.04% +476 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 55,557 shares 55,557 $6.14M 0.04% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,878 shares; 2023Q4: 11,529 shares; 2024Q1: 23,126 shares; 2024Q2: 35,092 shares; 2024Q3: 40,761 shares; 2024Q4: 61,175 shares 61,175 $6.14M 0.04% +20,414 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 152,432 shares; 2023Q4: 139,788 shares; 2024Q1: 136,718 shares; 2024Q2: 125,934 shares; 2024Q3: 127,347 shares; 2024Q4: 150,517 shares 150,517 $6.12M 0.04% +23,170 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,185 shares; 2023Q4: 3,297 shares; 2024Q1: 2,763 shares; 2024Q2: 9,460 shares; 2024Q3: 9,460 shares; 2024Q4: 9,616 shares 9,616 $6.12M 0.04% +156 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 110,806 shares; 2023Q4: 134,646 shares; 2024Q1: 142,719 shares; 2024Q2: 117,405 shares; 2024Q3: 97,452 shares; 2024Q4: 96,375 shares 96,375 $6.12M 0.04% -1,077 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,764 shares; 2023Q4: 11,912 shares; 2024Q1: 14,548 shares; 2024Q2: 38,729 shares; 2024Q3: 27,176 shares; 2024Q4: 28,788 shares 28,788 $6.11M 0.04% +1,612 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,734 shares; 2023Q4: 45,856 shares; 2024Q1: 48,625 shares; 2024Q2: 60,583 shares; 2024Q3: 48,956 shares; 2024Q4: 49,746 shares 49,746 $6.1M 0.04% +790 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 94,663 shares; 2024Q4: 102,747 shares 102,747 $6.03M 0.04% +8,084 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,452 shares; 2023Q4: 20,271 shares; 2024Q1: 25,169 shares; 2024Q2: 86,961 shares; 2024Q3: 96,273 shares; 2024Q4: 99,757 shares 99,757 $6.02M 0.04% +3,484 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85,449 shares; 2023Q4: 83,718 shares; 2024Q1: 83,823 shares; 2024Q2: 89,045 shares; 2024Q3: 99,874 shares; 2024Q4: 100,646 shares 100,646 $5.98M 0.04% +772 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,231 shares; 2023Q4: 45,723 shares; 2024Q1: 35,696 shares; 2024Q2: 36,512 shares; 2024Q3: 27,845 shares; 2024Q4: 36,062 shares 36,062 $5.92M 0.04% +8,217 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,919 shares; 2023Q4: 13,172 shares; 2024Q1: 29,853 shares; 2024Q2: 37,192 shares; 2024Q3: 45,667 shares; 2024Q4: 65,402 shares 65,402 $5.91M 0.04% +19,735 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 132,372 shares; 2024Q3: 147,873 shares; 2024Q4: 159,633 shares 159,633 $5.87M 0.04% +11,760 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 117,969 shares 117,969 $5.86M 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,283 shares; 2023Q4: 8,472 shares; 2024Q1: 6,776 shares; 2024Q2: 65,540 shares; 2024Q3: 64,683 shares; 2024Q4: 66,631 shares 66,631 $5.84M 0.04% +1,948 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76,983 shares; 2023Q4: 100,068 shares; 2024Q1: 82,313 shares; 2024Q2: 139,521 shares; 2024Q3: 159,899 shares; 2024Q4: 180,710 shares 180,710 $5.83M 0.04% +20,811 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,554 shares; 2023Q4: 18,291 shares; 2024Q1: 16,833 shares; 2024Q2: 30,799 shares; 2024Q3: 33,067 shares; 2024Q4: 35,881 shares 35,881 $5.8M 0.04% +2,814 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,820 shares; 2023Q4: 5,562 shares; 2024Q1: 5,663 shares; 2024Q2: 16,322 shares; 2024Q3: 17,898 shares; 2024Q4: 15,726 shares 15,726 $5.8M 0.04% -2,172 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65,671 shares; 2023Q4: 71,831 shares; 2024Q1: 85,738 shares; 2024Q2: 87,289 shares; 2024Q3: 85,524 shares; 2024Q4: 89,931 shares 89,931 $5.8M 0.04% +4,407 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 138,228 shares; 2023Q4: 139,915 shares; 2024Q1: 145,461 shares; 2024Q2: 150,160 shares; 2024Q3: 156,283 shares; 2024Q4: 154,790 shares 154,790 $5.75M 0.04% -1,493 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 277,002 shares; 2023Q4: 261,143 shares; 2024Q1: 273,941 shares; 2024Q2: 210,967 shares; 2024Q3: 138,663 shares; 2024Q4: 142,692 shares 142,692 $5.74M 0.04% +4,029 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 158,288 shares; 2023Q4: 138,293 shares; 2024Q1: 74,091 shares; 2024Q2: 166,292 shares; 2024Q3: 160,948 shares; 2024Q4: 127,891 shares 127,891 $5.74M 0.04% -33,057 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,682 shares; 2023Q4: 80,704 shares; 2024Q1: 99,351 shares; 2024Q2: 101,715 shares; 2024Q3: 112,695 shares; 2024Q4: 114,760 shares 114,760 $5.72M 0.04% +2,065 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 79,536 shares; 2023Q4: 112,892 shares; 2024Q1: 134,496 shares; 2024Q2: 141,348 shares; 2024Q3: 155,244 shares; 2024Q4: 164,596 shares 164,596 $5.69M 0.04% +9,352 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 631,580 shares; 2023Q4: 245,262 shares; 2024Q1: 221,028 shares; 2024Q2: 219,009 shares; 2024Q3: 164,050 shares; 2024Q4: 111,977 shares 111,977 $5.63M 0.04% -52,073 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 220,997 shares; 2023Q4: 235,619 shares; 2024Q1: 35,214 shares; 2024Q2: 64,208 shares; 2024Q3: 60,111 shares; 2024Q4: 51,173 shares 51,173 $5.63M 0.04% -8,938 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,793 shares; 2023Q4: 23,904 shares; 2024Q1: 27,149 shares; 2024Q2: 65,189 shares; 2024Q3: 67,525 shares; 2024Q4: 66,017 shares 66,017 $5.63M 0.04% -1,508 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,408 shares; 2023Q4: 40,088 shares; 2024Q1: 88,911 shares; 2024Q2: 124,269 shares; 2024Q3: 140,108 shares; 2024Q4: 192,256 shares 192,256 $5.62M 0.04% +52,148 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,948 shares; 2023Q4: 18,463 shares; 2024Q1: 68,558 shares; 2024Q2: 106,945 shares; 2024Q3: 113,167 shares; 2024Q4: 114,515 shares 114,515 $5.59M 0.04% +1,348 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,077 shares; 2023Q4: 46,618 shares; 2024Q1: 40,975 shares; 2024Q2: 94,829 shares; 2024Q3: 96,349 shares; 2024Q4: 93,324 shares 93,324 $5.57M 0.04% -3,025 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 99,869 shares; 2023Q4: 95,267 shares; 2024Q1: 95,030 shares; 2024Q2: 93,048 shares; 2024Q3: 90,048 shares; 2024Q4: 90,947 shares 90,947 $5.56M 0.03% +899 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,127 shares; 2023Q4: 95,959 shares; 2024Q1: 147,299 shares; 2024Q2: 162,189 shares; 2024Q3: 114,311 shares; 2024Q4: 132,405 shares 132,405 $5.55M 0.03% +18,094 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81,950 shares; 2023Q4: 70,294 shares; 2024Q1: 68,888 shares; 2024Q2: 72,879 shares; 2024Q3: 71,132 shares; 2024Q4: 70,706 shares 70,706 $5.55M 0.03% -426 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 97,857 shares; 2023Q4: 99,656 shares; 2024Q1: 100,670 shares; 2024Q2: 106,876 shares; 2024Q3: 105,366 shares; 2024Q4: 106,605 shares 106,605 $5.54M 0.03% +1,239 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 288,590 shares; 2023Q4: 226,295 shares; 2024Q1: 220,072 shares; 2024Q2: 219,958 shares; 2024Q3: 262,971 shares; 2024Q4: 240,999 shares 240,999 $5.54M 0.03% -21,972 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 341,675 shares; 2023Q4: 17,056 shares; 2024Q1: 54,256 shares; 2024Q2: 153,444 shares; 2024Q3: 197,943 shares; 2024Q4: 219,253 shares 219,253 $5.48M 0.03% +21,310 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60,399 shares; 2023Q4: 79,307 shares; 2024Q1: 122,129 shares; 2024Q2: 126,717 shares; 2024Q3: 131,877 shares; 2024Q4: 211,670 shares 211,670 $5.47M 0.03% +79,793 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,629 shares; 2023Q4: 35,282 shares; 2024Q1: 5,443 shares; 2024Q2: 9,690 shares; 2024Q3: 7,137 shares; 2024Q4: 95,368 shares 95,368 $5.47M 0.03% +88,231 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,385 shares; 2024Q2: 18,187 shares; 2024Q3: 18,266 shares; 2024Q4: 21,835 shares 21,835 $5.38M 0.03% +3,569 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,456 shares; 2023Q4: 11,876 shares; 2024Q1: 11,888 shares; 2024Q2: 35,716 shares; 2024Q3: 35,887 shares; 2024Q4: 35,664 shares 35,664 $5.31M 0.03% -223 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,398 shares; 2023Q4: 35,050 shares; 2024Q1: 44,412 shares; 2024Q2: 42,798 shares; 2024Q3: 43,229 shares; 2024Q4: 25,119 shares 25,119 $5.31M 0.03% -18,110 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,536 shares; 2023Q4: 46,822 shares; 2024Q1: 44,697 shares; 2024Q2: 47,329 shares; 2024Q3: 40,014 shares; 2024Q4: 40,433 shares 40,433 $5.3M 0.03% +419 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 79,425 shares; 2023Q4: 81,277 shares; 2024Q1: 52,934 shares; 2024Q2: 56,082 shares; 2024Q3: 58,134 shares; 2024Q4: 59,206 shares 59,206 $5.29M 0.03% +1,072 Timeline UHG UNITED HOMES GROUP INC More: the full row for UNITED HOMES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,025,000 shares; 2023Q4: 1,250,000 shares; 2024Q1: 1,250,000 shares; 2024Q2: 1,250,000 shares; 2024Q3: 1,250,000 shares; 2024Q4: 1,250,000 shares 1,250,000 $5.29M 0.03% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,390 shares; 2023Q4: 16,130 shares; 2024Q1: 20,916 shares; 2024Q2: 23,766 shares; 2024Q3: 24,221 shares; 2024Q4: 24,828 shares 24,828 $5.28M 0.03% +607 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,747 shares; 2023Q4: 2,241 shares; 2024Q1: 2,118 shares; 2024Q2: 5,416 shares; 2024Q3: 7,887 shares; 2024Q4: 11,418 shares 11,418 $5.28M 0.03% +3,531 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,069 shares; 2023Q4: 20,601 shares; 2024Q1: 19,710 shares; 2024Q2: 51,334 shares; 2024Q3: 54,108 shares; 2024Q4: 57,183 shares 57,183 $5.27M 0.03% +3,075 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,669 shares; 2023Q4: 36,464 shares; 2024Q1: 40,181 shares; 2024Q2: 39,909 shares; 2024Q3: 38,905 shares; 2024Q4: 40,790 shares 40,790 $5.27M 0.03% +1,885 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,993 shares; 2023Q4: 29,442 shares; 2024Q1: 28,010 shares; 2024Q2: 150,544 shares; 2024Q3: 101,184 shares; 2024Q4: 110,794 shares 110,794 $5.26M 0.03% +9,610 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 109,495 shares; 2023Q4: 97,216 shares; 2024Q1: 127,024 shares; 2024Q2: 60,505 shares; 2024Q3: 58,024 shares; 2024Q4: 49,235 shares 49,235 $5.25M 0.03% -8,789 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 221,254 shares; 2024Q1: 218,417 shares; 2024Q2: 199,241 shares; 2024Q3: 212,090 shares; 2024Q4: 218,859 shares 218,859 $5.24M 0.03% +6,769 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,727 shares; 2023Q4: 57,658 shares; 2024Q1: 75,769 shares; 2024Q2: 84,778 shares; 2024Q3: 103,469 shares; 2024Q4: 129,348 shares 129,348 $5.23M 0.03% +25,879 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 105,216 shares; 2023Q4: 109,557 shares; 2024Q1: 116,437 shares; 2024Q2: 127,670 shares; 2024Q3: 134,336 shares; 2024Q4: 143,452 shares 143,452 $5.21M 0.03% +9,116 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59,863 shares; 2023Q4: 73,979 shares; 2024Q1: 72,699 shares; 2024Q2: 72,419 shares; 2024Q3: 74,684 shares; 2024Q4: 224,020 shares 224,020 $5.19M 0.03% +149,336 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,134 shares; 2023Q4: 14,478 shares; 2024Q1: 14,706 shares; 2024Q2: 21,831 shares; 2024Q3: 17,780 shares; 2024Q4: 18,293 shares 18,293 $5.19M 0.03% +513 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,149 shares; 2023Q4: 46,306 shares; 2024Q1: 37,820 shares; 2024Q2: 49,242 shares; 2024Q3: 53,355 shares; 2024Q4: 56,782 shares 56,782 $5.16M 0.03% +3,427 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,327 shares; 2023Q4: 33,764 shares; 2024Q1: 39,497 shares; 2024Q2: 34,739 shares; 2024Q3: 53,055 shares; 2024Q4: 54,747 shares 54,747 $5.15M 0.03% +1,692 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,097 shares; 2023Q4: 9,745 shares; 2024Q1: 7,015 shares; 2024Q2: 41,336 shares; 2024Q3: 40,737 shares; 2024Q4: 40,779 shares 40,779 $5.14M 0.03% +42 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53,447 shares; 2023Q4: 46,494 shares; 2024Q1: 51,207 shares; 2024Q2: 68,395 shares; 2024Q3: 86,079 shares; 2024Q4: 78,770 shares 78,770 $5.13M 0.03% -7,309 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,246 shares; 2023Q4: 2,890 shares; 2024Q1: 2,820 shares; 2024Q2: 16,657 shares; 2024Q3: 16,592 shares; 2024Q4: 19,698 shares 19,698 $5.08M 0.03% +3,106 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 136,636 shares; 2023Q4: 192,370 shares; 2024Q1: 112,753 shares; 2024Q2: 125,624 shares; 2024Q3: 157,738 shares; 2024Q4: 149,696 shares 149,696 $5.08M 0.03% -8,042 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,956 shares; 2023Q4: 45,945 shares; 2024Q1: 44,420 shares; 2024Q2: 75,563 shares; 2024Q3: 91,075 shares; 2024Q4: 94,391 shares 94,391 $5.04M 0.03% +3,316 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 47,933 shares; 2024Q3: 109,517 shares; 2024Q4: 160,212 shares 160,212 $5.03M 0.03% +50,695 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 139,139 shares; 2023Q4: 54,225 shares; 2024Q1: 55,299 shares; 2024Q2: 72,098 shares; 2024Q3: 78,079 shares; 2024Q4: 86,526 shares 86,526 $5.02M 0.03% +8,447 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,157 shares; 2023Q4: 2,143 shares; 2024Q1: 2,143 shares; 2024Q2: 23,655 shares; 2024Q3: 31,945 shares; 2024Q4: 66,126 shares 66,126 $5.01M 0.03% +34,181 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,213 shares; 2023Q4: 10,288 shares; 2024Q1: 9,437 shares; 2024Q2: 22,064 shares; 2024Q3: 23,526 shares; 2024Q4: 24,223 shares 24,223 $4.98M 0.03% +697 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,302 shares; 2023Q4: 43,209 shares; 2024Q1: 40,862 shares; 2024Q2: 67,858 shares; 2024Q3: 66,347 shares; 2024Q4: 70,158 shares 70,158 $4.94M 0.03% +3,811 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,366 shares; 2023Q4: 31,485 shares; 2024Q1: 31,339 shares; 2024Q2: 53,760 shares; 2024Q3: 59,341 shares; 2024Q4: 63,431 shares 63,431 $4.87M 0.03% +4,090 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,126 shares; 2023Q4: 87,732 shares; 2024Q1: 118,689 shares; 2024Q2: 144,700 shares; 2024Q3: 165,751 shares; 2024Q4: 193,372 shares 193,372 $4.85M 0.03% +27,621 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,611 shares; 2023Q4: 17,486 shares; 2024Q1: 14,927 shares; 2024Q2: 20,601 shares; 2024Q3: 18,375 shares; 2024Q4: 18,381 shares 18,381 $4.84M 0.03% +6 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,254 shares; 2023Q4: 32,986 shares; 2024Q1: 37,730 shares; 2024Q2: 56,952 shares; 2024Q3: 59,080 shares; 2024Q4: 61,396 shares 61,396 $4.83M 0.03% +2,316 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76,630 shares; 2023Q4: 89,298 shares; 2024Q1: 121,530 shares; 2024Q2: 155,686 shares; 2024Q3: 188,867 shares; 2024Q4: 217,069 shares 217,069 $4.82M 0.03% +28,202 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,955 shares; 2023Q4: 9,630 shares; 2024Q1: 9,240 shares; 2024Q2: 22,545 shares; 2024Q3: 22,677 shares; 2024Q4: 22,628 shares 22,628 $4.81M 0.03% -49 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,865 shares; 2023Q4: 116,405 shares; 2024Q1: 172,948 shares; 2024Q2: 200,841 shares; 2024Q3: 176,783 shares; 2024Q4: 197,402 shares 197,402 $4.79M 0.03% +20,619 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 8 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares 7 $4.77M 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,022 shares; 2023Q4: 5,282 shares; 2024Q1: 2,401 shares; 2024Q2: 13,530 shares; 2024Q3: 12,413 shares; 2024Q4: 15,006 shares 15,006 $4.74M 0.03% +2,593 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,053 shares; 2023Q4: 12,494 shares; 2024Q1: 12,472 shares; 2024Q2: 52,732 shares; 2024Q3: 54,586 shares; 2024Q4: 44,591 shares 44,591 $4.71M 0.03% -9,995 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,464 shares; 2023Q4: 181,823 shares; 2024Q1: 182,096 shares; 2024Q2: 138,262 shares; 2024Q3: 121,323 shares; 2024Q4: 127,419 shares 127,419 $4.7M 0.03% +6,096 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 338,553 shares; 2023Q4: 300,258 shares; 2024Q1: 331,142 shares; 2024Q2: 398,597 shares; 2024Q3: 323,946 shares; 2024Q4: 264,275 shares 264,275 $4.68M 0.03% -59,671 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,566 shares; 2023Q4: 50,094 shares; 2024Q1: 56,007 shares; 2024Q2: 89,506 shares; 2024Q3: 112,438 shares; 2024Q4: 116,501 shares 116,501 $4.68M 0.03% +4,063 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 490,176 shares; 2023Q4: 481,708 shares; 2024Q1: 273,677 shares; 2024Q2: 115,363 shares; 2024Q3: 89,937 shares; 2024Q4: 91,823 shares 91,823 $4.67M 0.03% +1,886 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,586 shares; 2023Q4: 23,032 shares; 2024Q1: 23,006 shares; 2024Q2: 22,744 shares; 2024Q3: 23,329 shares; 2024Q4: 24,078 shares 24,078 $4.64M 0.03% +749 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 174,756 shares; 2023Q4: 194,243 shares; 2024Q1: 218,846 shares; 2024Q2: 227,860 shares; 2024Q3: 240,712 shares; 2024Q4: 238,894 shares 238,894 $4.64M 0.03% -1,818 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,931 shares; 2023Q4: 10,351 shares; 2024Q1: 10,864 shares; 2024Q2: 15,217 shares; 2024Q3: 16,346 shares; 2024Q4: 18,297 shares 18,297 $4.64M 0.03% +1,951 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 259,288 shares; 2023Q4: 292,555 shares; 2024Q1: 85,263 shares; 2024Q2: 88,856 shares; 2024Q3: 87,711 shares; 2024Q4: 91,656 shares 91,656 $4.63M 0.03% +3,945 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,950 shares; 2023Q4: 5,530 shares; 2024Q1: 6,338 shares; 2024Q2: 11,645 shares; 2024Q3: 12,508 shares; 2024Q4: 11,471 shares 11,471 $4.62M 0.03% -1,037 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 173,159 shares; 2023Q4: 189,581 shares; 2024Q1: 172,875 shares; 2024Q2: 202,076 shares; 2024Q3: 129,984 shares; 2024Q4: 147,084 shares 147,084 $4.61M 0.03% +17,100 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 133,474 shares; 2023Q4: 143,385 shares; 2024Q1: 160,362 shares; 2024Q2: 163,334 shares; 2024Q3: 168,570 shares; 2024Q4: 168,889 shares 168,889 $4.6M 0.03% +319 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,729 shares; 2023Q4: 29,723 shares; 2024Q1: 33,587 shares; 2024Q2: 37,384 shares; 2024Q3: 38,262 shares; 2024Q4: 38,023 shares 38,023 $4.53M 0.03% -239 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,396 shares; 2023Q4: 36,477 shares; 2024Q1: 35,056 shares; 2024Q2: 40,809 shares; 2024Q3: 41,684 shares; 2024Q4: 42,526 shares 42,526 $4.52M 0.03% +842 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,207 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75,251 shares; 2024Q3: 72,580 shares; 2024Q4: 73,068 shares 73,068 $4.5M 0.03% +488 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,003 shares; 2023Q4: 44,556 shares; 2024Q1: 46,027 shares; 2024Q2: 79,444 shares; 2024Q3: 80,673 shares; 2024Q4: 74,619 shares 74,619 $4.5M 0.03% -6,054 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 317,749 shares; 2023Q4: 129,455 shares; 2024Q1: 196,329 shares; 2024Q2: 104,307 shares; 2024Q3: 100,687 shares; 2024Q4: 89,544 shares 89,544 $4.49M 0.03% -11,143 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,236 shares; 2023Q4: 29,258 shares; 2024Q1: 27,017 shares; 2024Q2: 62,764 shares; 2024Q3: 61,019 shares; 2024Q4: 60,692 shares 60,692 $4.49M 0.03% -327 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 78,944 shares; 2023Q4: 77,089 shares; 2024Q1: 78,584 shares; 2024Q2: 73,420 shares; 2024Q3: 75,725 shares; 2024Q4: 79,191 shares 79,191 $4.49M 0.03% +3,466 CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 49,704 shares; 2024Q3: 47,825 shares; 2024Q4: 48,345 shares 48,345 $4.47M 0.03% +520 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,925 shares; 2024Q3: 16,606 shares; 2024Q4: 13,806 shares 13,806 $4.47M 0.03% -2,800 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,754 shares; 2023Q4: 84,328 shares; 2024Q1: 76,258 shares; 2024Q2: 76,504 shares; 2024Q3: 64,765 shares; 2024Q4: 52,717 shares 52,717 $4.47M 0.03% -12,048 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,263 shares; 2023Q4: 9,241 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 73,658 shares; 2024Q4: 120,230 shares 120,230 $4.46M 0.03% +46,572 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 510 shares; 2023Q4: 513 shares; 2024Q1: 561 shares; 2024Q2: 4,417 shares; 2024Q3: 4,168 shares; 2024Q4: 4,231 shares 4,231 $4.46M 0.03% +63 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 211 shares; 2023Q4: 231 shares; 2024Q1: 255 shares; 2024Q2: 650 shares; 2024Q3: 739 shares; 2024Q4: 897 shares 897 $4.46M 0.03% +158 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,113 shares; 2023Q4: 28,315 shares; 2024Q1: 40,385 shares; 2024Q2: 84,570 shares; 2024Q3: 26,343 shares; 2024Q4: 121,053 shares 121,053 $4.45M 0.03% +94,710 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,772 shares; 2023Q4: 29,627 shares; 2024Q1: 38,520 shares; 2024Q2: 64,041 shares; 2024Q3: 65,904 shares; 2024Q4: 69,819 shares 69,819 $4.45M 0.03% +3,915 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,341 shares; 2023Q4: 45,490 shares; 2024Q1: 45,584 shares; 2024Q2: 73,509 shares; 2024Q3: 71,796 shares; 2024Q4: 75,670 shares 75,670 $4.45M 0.03% +3,874 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,266 shares; 2023Q4: 43,814 shares; 2024Q1: 41,996 shares; 2024Q2: 40,107 shares; 2024Q3: 41,262 shares; 2024Q4: 77,402 shares 77,402 $4.44M 0.03% +36,140 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,599 shares; 2023Q4: 9,739 shares; 2024Q1: 10,919 shares; 2024Q2: 13,906 shares; 2024Q3: 12,261 shares; 2024Q4: 12,873 shares 12,873 $4.4M 0.03% +612 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,284 shares; 2023Q4: 141,046 shares; 2024Q1: 147,613 shares; 2024Q2: 108,518 shares; 2024Q3: 109,337 shares; 2024Q4: 115,304 shares 115,304 $4.4M 0.03% +5,967 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 90,047 shares; 2023Q4: 93,932 shares; 2024Q1: 60,007 shares; 2024Q2: 58,784 shares; 2024Q3: 58,898 shares; 2024Q4: 58,885 shares 58,885 $4.37M 0.03% -13 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76,559 shares; 2023Q4: 77,349 shares; 2024Q1: 74,840 shares; 2024Q2: 75,139 shares; 2024Q3: 60,454 shares; 2024Q4: 57,518 shares 57,518 $4.35M 0.03% -2,936 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48,149 shares; 2024Q2: 104,297 shares; 2024Q3: 151,749 shares; 2024Q4: 212,178 shares 212,178 $4.34M 0.03% +60,429 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 47,855 shares; 2023Q4: 49,362 shares; 2024Q1: 46,532 shares; 2024Q2: 47,658 shares; 2024Q3: 52,580 shares; 2024Q4: 57,723 shares 57,723 $4.33M 0.03% +5,143 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 201,544 shares 201,544 $4.31M 0.03% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 239,387 shares; 2023Q4: 217,760 shares; 2024Q1: 243,324 shares; 2024Q2: 251,154 shares; 2024Q3: 240,873 shares; 2024Q4: 208,700 shares 208,700 $4.31M 0.03% -32,173 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,956 shares; 2023Q4: 7,097 shares; 2024Q1: 7,415 shares; 2024Q2: 19,794 shares; 2024Q3: 18,178 shares; 2024Q4: 18,486 shares 18,486 $4.29M 0.03% +308 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,151 shares; 2023Q4: 14,317 shares; 2024Q1: 12,025 shares; 2024Q2: 24,338 shares; 2024Q3: 24,069 shares; 2024Q4: 24,149 shares 24,149 $4.28M 0.03% +80 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,890 shares; 2023Q4: 9,071 shares; 2024Q1: 9,819 shares; 2024Q2: 22,718 shares; 2024Q3: 24,268 shares; 2024Q4: 20,556 shares 20,556 $4.27M 0.03% -3,712 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,184 shares; 2023Q4: 15,236 shares; 2024Q1: 22,344 shares; 2024Q2: 26,759 shares; 2024Q3: 28,861 shares; 2024Q4: 28,589 shares 28,589 $4.25M 0.03% -272 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,621 shares; 2023Q4: 6,053 shares; 2024Q1: 6,354 shares; 2024Q2: 12,772 shares; 2024Q3: 12,503 shares; 2024Q4: 18,560 shares 18,560 $4.21M 0.03% +6,057 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,385 shares; 2023Q4: 25,395 shares; 2024Q1: 23,150 shares; 2024Q2: 148,581 shares; 2024Q3: 169,415 shares; 2024Q4: 201,476 shares 201,476 $4.2M 0.03% +32,061 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25,722 shares; 2023Q4: 17,966 shares; 2024Q1: 25,394 shares; 2024Q2: 25,210 shares; 2024Q3: 25,163 shares; 2024Q4: 22,344 shares 22,344 $4.2M 0.03% -2,819 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,965 shares; 2023Q4: 9,627 shares; 2024Q1: 10,223 shares; 2024Q2: 31,775 shares; 2024Q3: 27,130 shares; 2024Q4: 25,701 shares 25,701 $4.19M 0.03% -1,429 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,652 shares; 2023Q4: 12,304 shares; 2024Q1: 12,198 shares; 2024Q2: 15,007 shares; 2024Q3: 14,669 shares; 2024Q4: 14,835 shares 14,835 $4.17M 0.03% +166 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,170 shares; 2023Q4: 22,448 shares; 2024Q1: 21,187 shares; 2024Q2: 19,822 shares; 2024Q3: 18,174 shares; 2024Q4: 16,978 shares 16,978 $4.13M 0.03% -1,196 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,161 shares; 2023Q4: 71,844 shares; 2024Q1: 37,352 shares; 2024Q2: 41,044 shares; 2024Q3: 62,689 shares; 2024Q4: 88,587 shares 88,587 $4.11M 0.03% +25,898 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,760 shares; 2023Q4: 1,857 shares; 2024Q1: 2,173 shares; 2024Q2: 7,200 shares; 2024Q3: 19,699 shares; 2024Q4: 22,424 shares 22,424 $4.1M 0.03% +2,725 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,031 shares; 2023Q4: 26,930 shares; 2024Q1: 18,543 shares; 2024Q2: 47,630 shares; 2024Q3: 54,447 shares; 2024Q4: 58,930 shares 58,930 $4.09M 0.03% +4,483 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,650 shares; 2023Q4: 36,854 shares; 2024Q1: 37,232 shares; 2024Q2: 57,288 shares; 2024Q3: 59,908 shares; 2024Q4: 62,097 shares 62,097 $4.09M 0.03% +2,189 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 67,155 shares; 2023Q4: 70,907 shares; 2024Q1: 61,874 shares; 2024Q2: 63,567 shares; 2024Q3: 63,436 shares; 2024Q4: 64,233 shares 64,233 $4.07M 0.03% +797 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 164,667 shares; 2023Q4: 165,259 shares; 2024Q1: 149,619 shares; 2024Q2: 175,296 shares; 2024Q3: 158,840 shares; 2024Q4: 140,358 shares 140,358 $4.07M 0.03% -18,482 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 270,818 shares; 2023Q4: 274,420 shares; 2024Q1: 296,194 shares; 2024Q2: 306,957 shares; 2024Q3: 330,899 shares; 2024Q4: 339,899 shares 339,899 $4.06M 0.03% +9,000 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,025 shares; 2024Q2: 14,805 shares; 2024Q3: 30,159 shares; 2024Q4: 42,230 shares 42,230 $4.02M 0.03% +12,071 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,834 shares; 2023Q4: 5,844 shares; 2024Q1: 19,597 shares; 2024Q2: 18,067 shares; 2024Q3: 13,304 shares; 2024Q4: 45,297 shares 45,297 $4.02M 0.03% +31,993 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,298 shares; 2023Q4: 30,496 shares; 2024Q1: 23,140 shares; 2024Q2: 68,721 shares; 2024Q3: 68,209 shares; 2024Q4: 67,343 shares 67,343 $3.97M 0.02% -866 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,846 shares; 2023Q4: 28,891 shares; 2024Q1: 31,557 shares; 2024Q2: 94,357 shares; 2024Q3: 97,834 shares; 2024Q4: 72,740 shares 72,740 $3.94M 0.02% -25,094 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,439 shares; 2023Q4: 8,809 shares; 2024Q1: 10,040 shares; 2024Q2: 14,852 shares; 2024Q3: 16,772 shares; 2024Q4: 17,396 shares 17,396 $3.92M 0.02% +624 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,991 shares; 2023Q4: 41,519 shares; 2024Q1: 45,307 shares; 2024Q2: 57,757 shares; 2024Q3: 59,392 shares; 2024Q4: 51,754 shares 51,754 $3.92M 0.02% -7,638 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 97,280 shares; 2024Q2: 85,621 shares; 2024Q3: 109,827 shares; 2024Q4: 144,534 shares 144,534 $3.91M 0.02% +34,707 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,413 shares; 2023Q4: 6,929 shares; 2024Q1: 6,963 shares; 2024Q2: 13,995 shares; 2024Q3: 14,229 shares; 2024Q4: 14,184 shares 14,184 $3.91M 0.02% -45 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 157,684 shares; 2023Q4: 112,974 shares; 2024Q1: 95,329 shares; 2024Q2: 83,848 shares; 2024Q3: 55,210 shares; 2024Q4: 49,640 shares 49,640 $3.9M 0.02% -5,570 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,784 shares; 2023Q4: 61,616 shares; 2024Q1: 78,716 shares; 2024Q2: 95,124 shares; 2024Q3: 102,591 shares; 2024Q4: 100,984 shares 100,984 $3.9M 0.02% -1,607 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37,385 shares; 2024Q2: 65,549 shares; 2024Q3: 76,647 shares; 2024Q4: 86,778 shares 86,778 $3.9M 0.02% +10,131 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,683 shares; 2023Q4: 13,983 shares; 2024Q1: 17,787 shares; 2024Q2: 57,536 shares; 2024Q3: 61,077 shares; 2024Q4: 60,943 shares 60,943 $3.89M 0.02% -134 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,953 shares; 2023Q4: 38,296 shares; 2024Q1: 40,668 shares; 2024Q2: 61,243 shares; 2024Q3: 61,944 shares; 2024Q4: 67,786 shares 67,786 $3.89M 0.02% +5,842 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,206 shares; 2023Q4: 7,355 shares; 2024Q1: 7,721 shares; 2024Q2: 17,273 shares; 2024Q3: 16,614 shares; 2024Q4: 16,561 shares 16,561 $3.89M 0.02% -53 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,913 shares; 2023Q4: 9,491 shares; 2024Q1: 9,537 shares; 2024Q2: 15,751 shares; 2024Q3: 16,831 shares; 2024Q4: 17,182 shares 17,182 $3.86M 0.02% +351 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,682 shares; 2023Q4: 49,449 shares; 2024Q1: 82,168 shares; 2024Q2: 71,267 shares; 2024Q3: 73,424 shares; 2024Q4: 74,548 shares 74,548 $3.85M 0.02% +1,124 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,424 shares; 2023Q4: 4,292 shares; 2024Q1: 5,228 shares; 2024Q2: 72,041 shares; 2024Q3: 78,420 shares; 2024Q4: 76,357 shares 76,357 $3.84M 0.02% -2,063 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,275 shares; 2023Q4: 1,393 shares; 2024Q1: 1,424 shares; 2024Q2: 5,723 shares; 2024Q3: 6,025 shares; 2024Q4: 6,051 shares 6,051 $3.81M 0.02% +26 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,885 shares; 2023Q4: 1,967 shares; 2024Q1: 1,858 shares; 2024Q2: 11,643 shares; 2024Q3: 11,798 shares; 2024Q4: 19,546 shares 19,546 $3.8M 0.02% +7,748 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,560 shares; 2023Q4: 18,372 shares; 2024Q1: 13,885 shares; 2024Q2: 158,801 shares; 2024Q3: 182,825 shares; 2024Q4: 177,718 shares 177,718 $3.79M 0.02% -5,107 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,051 shares; 2023Q4: 12,300 shares; 2024Q1: 12,211 shares; 2024Q2: 16,427 shares; 2024Q3: 17,461 shares; 2024Q4: 18,037 shares 18,037 $3.79M 0.02% +576 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,309 shares; 2023Q4: 38,700 shares; 2024Q1: 38,809 shares; 2024Q2: 42,337 shares; 2024Q3: 42,934 shares; 2024Q4: 43,349 shares 43,349 $3.78M 0.02% +415 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,471 shares; 2023Q4: 2,048 shares; 2024Q1: 2,791 shares; 2024Q2: 9,482 shares; 2024Q3: 10,099 shares; 2024Q4: 12,374 shares 12,374 $3.72M 0.02% +2,275 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,743 shares; 2023Q4: 7,269 shares; 2024Q1: 26,579 shares; 2024Q2: 28,738 shares; 2024Q3: 16,785 shares; 2024Q4: 17,132 shares 17,132 $3.69M 0.02% +347 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,985 shares; 2023Q4: 43,813 shares; 2024Q1: 42,769 shares; 2024Q2: 65,180 shares; 2024Q3: 69,276 shares; 2024Q4: 68,805 shares 68,805 $3.67M 0.02% -471 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,801 shares; 2023Q4: 75,493 shares; 2024Q1: 74,558 shares; 2024Q2: 81,819 shares; 2024Q3: 82,934 shares; 2024Q4: 79,094 shares 79,094 $3.66M 0.02% -3,840 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 613 shares; 2023Q4: 697 shares; 2024Q1: 450 shares; 2024Q2: 46,264 shares; 2024Q3: 52,699 shares; 2024Q4: 60,595 shares 60,595 $3.65M 0.02% +7,896 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,465 shares; 2023Q4: 84,023 shares; 2024Q1: 36,732 shares; 2024Q2: 43,138 shares; 2024Q3: 48,239 shares; 2024Q4: 53,183 shares 53,183 $3.64M 0.02% +4,944 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64,180 shares; 2023Q4: 94,172 shares; 2024Q1: 94,182 shares; 2024Q2: 68,020 shares; 2024Q3: 71,736 shares; 2024Q4: 87,346 shares 87,346 $3.61M 0.02% +15,610 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 826 shares; 2024Q2: 3,473 shares; 2024Q3: 6,246 shares; 2024Q4: 8,013 shares 8,013 $3.58M 0.02% +1,767 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 160,100 shares; 2023Q4: 153,496 shares; 2024Q1: 144,264 shares; 2024Q2: 154,777 shares; 2024Q3: 162,218 shares; 2024Q4: 182,783 shares 182,783 $3.58M 0.02% +20,565 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,055 shares; 2023Q4: 18,414 shares; 2024Q1: 26,057 shares; 2024Q2: 24,978 shares; 2024Q3: 24,330 shares; 2024Q4: 22,948 shares 22,948 $3.56M 0.02% -1,382 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,930 shares; 2024Q2: 63,415 shares; 2024Q3: 65,717 shares; 2024Q4: 67,480 shares 67,480 $3.55M 0.02% +1,763 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 222,982 shares; 2023Q4: 127,543 shares; 2024Q1: 130,386 shares; 2024Q2: 138,954 shares; 2024Q3: 255,919 shares; 2024Q4: 192,899 shares 192,899 $3.54M 0.02% -63,020 Timeline