IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 1,866,910 shares 1,866,910 $1.05B 6.36% +75,776 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 10,388,329 shares 10,388,329 $964M 5.85% +8,008 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 9,233,202 shares 9,233,202 $913M 5.54% +239,444 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 27,640,926 shares 27,640,926 $773M 4.69% +1,637,300 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 3,302,372 shares 3,302,372 $570M 3.46% +154,610 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 6,590,968 shares 6,590,968 $499M 3.03% +247,909 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 1,252,066 shares 1,252,066 $278M 1.69% +51,111 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 242,461 shares; 2023Q4: 262,337 shares; 2024Q1: 334,939 shares; 2024Q2: 501,071 shares; 2024Q3: 571,195 shares; 2024Q4: 606,677 shares; 2025Q1: 673,533 shares 673,533 $250M 1.52% +66,856 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 251,157 shares; 2023Q4: 295,486 shares; 2024Q1: 327,058 shares; 2024Q2: 362,425 shares; 2024Q3: 364,233 shares; 2024Q4: 374,111 shares; 2025Q1: 411,385 shares 411,385 $230M 1.4% +37,274 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 305,316 shares; 2023Q4: 341,158 shares; 2024Q1: 354,193 shares; 2024Q2: 367,132 shares; 2024Q3: 380,462 shares; 2024Q4: 401,704 shares; 2025Q1: 469,678 shares 469,678 $220M 1.34% +67,974 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 1,762,336 shares 1,762,336 $191M 1.16% +133,989 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 241,254 shares; 2023Q4: 266,733 shares; 2024Q1: 286,682 shares; 2024Q2: 437,476 shares; 2024Q3: 438,552 shares; 2024Q4: 464,370 shares; 2025Q1: 488,748 shares 488,748 $183M 1.11% +24,378 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 937,551 shares; 2023Q4: 874,194 shares; 2024Q1: 826,965 shares; 2024Q2: 853,139 shares; 2024Q3: 846,177 shares; 2024Q4: 866,569 shares; 2025Q1: 900,068 shares 900,068 $180M 1.09% +33,499 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 340,587 shares; 2023Q4: 381,613 shares; 2024Q1: 403,246 shares; 2024Q2: 610,087 shares; 2024Q3: 666,677 shares; 2024Q4: 689,633 shares; 2025Q1: 730,441 shares 730,441 $139M 0.84% +40,808 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 2,523,632 shares 2,523,632 $138M 0.84% -109,908 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 293,102 shares; 2023Q4: 377,630 shares; 2024Q1: 485,942 shares; 2024Q2: 765,244 shares; 2024Q3: 843,539 shares; 2024Q4: 4,132,097 shares; 2025Q1: 5,048,098 shares 5,048,098 $126M 0.77% +916,001 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 718,230 shares; 2023Q4: 854,539 shares; 2024Q1: 966,004 shares; 2024Q2: 930,316 shares; 2024Q3: 978,866 shares; 2024Q4: 1,160,561 shares; 2025Q1: 1,079,513 shares 1,079,513 $114M 0.69% -81,048 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 2,044,484 shares 2,044,484 $110M 0.67% -116,448 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 4,011,892 shares 4,011,892 $109M 0.66% +206,114 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 136,549 shares; 2023Q4: 150,710 shares; 2024Q1: 159,343 shares; 2024Q2: 168,733 shares; 2024Q3: 163,680 shares; 2024Q4: 180,607 shares; 2025Q1: 202,512 shares 202,512 $108M 0.65% +21,905 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 56,987 shares; 2023Q4: 64,083 shares; 2024Q1: 138,084 shares; 2024Q2: 208,381 shares; 2024Q3: 223,419 shares; 2024Q4: 263,344 shares; 2025Q1: 295,588 shares 295,588 $107M 0.65% +32,244 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 114,622 shares; 2023Q4: 94,867 shares; 2024Q1: 154,926 shares; 2024Q2: 416,871 shares; 2024Q3: 457,820 shares; 2024Q4: 468,838 shares; 2025Q1: 542,286 shares 542,286 $103M 0.63% +73,448 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 702,687 shares; 2023Q4: 699,676 shares; 2024Q1: 708,800 shares; 2024Q2: 896,870 shares; 2024Q3: 904,356 shares; 2024Q4: 908,657 shares; 2025Q1: 924,395 shares 924,395 $96.7M 0.59% +15,738 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 120,061 shares; 2023Q4: 124,246 shares; 2024Q1: 120,507 shares; 2024Q2: 173,053 shares; 2024Q3: 179,025 shares; 2024Q4: 182,907 shares; 2025Q1: 186,945 shares 186,945 $96.1M 0.58% +4,038 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 379,080 shares; 2023Q4: 346,111 shares; 2024Q1: 551,873 shares; 2024Q2: 806,658 shares; 2024Q3: 795,928 shares; 2024Q4: 902,386 shares; 2025Q1: 986,934 shares 986,934 $91.6M 0.56% +84,548 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 332,744 shares; 2023Q4: 374,334 shares; 2024Q1: 395,025 shares; 2024Q2: 657,055 shares; 2024Q3: 674,050 shares; 2024Q4: 722,481 shares; 2025Q1: 758,146 shares 758,146 $90.2M 0.55% +35,665 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 1,016,849 shares 1,016,849 $86.5M 0.52% +3,416 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 735,120 shares; 2023Q4: 742,694 shares; 2024Q1: 752,822 shares; 2024Q2: 794,244 shares; 2024Q3: 817,104 shares; 2024Q4: 834,703 shares; 2025Q1: 914,342 shares 914,342 $82.8M 0.5% +79,639 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 188,781 shares; 2023Q4: 193,746 shares; 2024Q1: 195,655 shares; 2024Q2: 307,348 shares; 2024Q3: 313,730 shares; 2024Q4: 320,959 shares; 2025Q1: 323,350 shares 323,350 $79.3M 0.48% +2,391 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 236,017 shares; 2023Q4: 251,116 shares; 2024Q1: 253,843 shares; 2024Q2: 278,639 shares; 2024Q3: 288,192 shares; 2024Q4: 312,886 shares; 2025Q1: 342,042 shares 342,042 $75.8M 0.46% +29,156 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 204,964 shares; 2023Q4: 241,306 shares; 2024Q1: 257,119 shares; 2024Q2: 224,822 shares; 2024Q3: 236,565 shares; 2024Q4: 257,823 shares; 2025Q1: 267,423 shares 267,423 $73.5M 0.45% +9,600 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 99,970 shares; 2023Q4: 100,434 shares; 2024Q1: 106,711 shares; 2024Q2: 340,988 shares; 2024Q3: 735,646 shares; 2024Q4: 869,839 shares; 2025Q1: 818,048 shares 818,048 $72M 0.44% -51,791 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,376 shares; 2023Q4: 41,748 shares; 2024Q1: 47,331 shares; 2024Q2: 94,871 shares; 2024Q3: 106,885 shares; 2024Q4: 115,260 shares; 2025Q1: 120,899 shares 120,899 $69.7M 0.42% +5,639 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,975 shares; 2023Q4: 58,549 shares; 2024Q1: 165,069 shares; 2024Q2: 211,264 shares; 2024Q3: 264,891 shares; 2024Q4: 340,777 shares; 2025Q1: 372,911 shares 372,911 $68.7M 0.42% +32,134 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100,742 shares; 2023Q4: 109,065 shares; 2024Q1: 111,353 shares; 2024Q2: 194,866 shares; 2024Q3: 189,330 shares; 2024Q4: 193,530 shares; 2025Q1: 194,818 shares 194,818 $68.3M 0.41% +1,288 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 563,064 shares; 2023Q4: 682,364 shares; 2024Q1: 779,442 shares; 2024Q2: 806,414 shares; 2024Q3: 862,307 shares; 2024Q4: 983,014 shares; 2025Q1: 1,192,929 shares 1,192,929 $68.2M 0.41% +209,915 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 135,885 shares; 2023Q4: 138,435 shares; 2024Q1: 476,280 shares; 2024Q2: 612,337 shares; 2024Q3: 639,831 shares; 2024Q4: 687,919 shares; 2025Q1: 707,791 shares 707,791 $62.1M 0.38% +19,872 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; 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; 2025Q1: 2,122,497 shares 2,122,497 $59.7M 0.36% +300,598 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 187,761 shares; 2023Q4: 186,520 shares; 2024Q1: 188,338 shares; 2024Q2: 301,620 shares; 2024Q3: 310,020 shares; 2024Q4: 330,400 shares; 2025Q1: 355,163 shares 355,163 $54.9M 0.33% +24,763 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 1,062,751 shares 1,062,751 $54M 0.33% +29,439 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; 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; 2025Q1: 1,726,716 shares 1,726,716 $52.8M 0.32% +405,783 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 221,580 shares; 2023Q4: 252,739 shares; 2024Q1: 250,987 shares; 2024Q2: 308,138 shares; 2024Q3: 288,326 shares; 2024Q4: 308,337 shares; 2025Q1: 329,123 shares 329,123 $51.4M 0.31% +20,786 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,048 shares; 2024Q1: 88,842 shares; 2024Q2: 100,017 shares; 2024Q3: 127,392 shares; 2024Q4: 143,728 shares; 2025Q1: 969,244 shares 969,244 $50.2M 0.3% +825,516 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 135,071 shares; 2023Q4: 165,980 shares; 2024Q1: 227,212 shares; 2024Q2: 259,456 shares; 2024Q3: 237,365 shares; 2024Q4: 238,544 shares; 2025Q1: 230,984 shares 230,984 $48.7M 0.3% -7,560 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 1,035,156 shares 1,035,156 $47.7M 0.29% +15,748 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 138,062 shares; 2023Q4: 142,106 shares; 2024Q1: 176,467 shares; 2024Q2: 217,636 shares; 2024Q3: 226,140 shares; 2024Q4: 249,313 shares; 2025Q1: 244,230 shares 244,230 $47.1M 0.29% -5,083 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; 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; 2025Q1: 1,758,801 shares 1,758,801 $46.7M 0.28% +113,221 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,493 shares; 2023Q4: 37,374 shares; 2024Q1: 37,373 shares; 2024Q2: 48,957 shares; 2024Q3: 46,342 shares; 2024Q4: 51,279 shares; 2025Q1: 56,261 shares 56,261 $46.5M 0.28% +4,982 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 137,389 shares; 2023Q4: 138,830 shares; 2024Q1: 133,677 shares; 2024Q2: 215,360 shares; 2024Q3: 217,142 shares; 2024Q4: 215,029 shares; 2025Q1: 219,941 shares 219,941 $46.1M 0.28% +4,912 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 505,029 shares; 2023Q4: 529,502 shares; 2024Q1: 564,086 shares; 2024Q2: 656,389 shares; 2024Q3: 670,404 shares; 2024Q4: 680,651 shares; 2025Q1: 724,381 shares 724,381 $46M 0.28% +43,730 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 168,560 shares; 2023Q4: 187,788 shares; 2024Q1: 342,524 shares; 2024Q2: 349,195 shares; 2024Q3: 349,973 shares; 2024Q4: 362,009 shares; 2025Q1: 327,183 shares 327,183 $45.9M 0.28% -34,826 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 993,879 shares; 2023Q4: 890,230 shares; 2024Q1: 888,619 shares; 2024Q2: 1,009,526 shares; 2024Q3: 708,238 shares; 2024Q4: 699,332 shares; 2025Q1: 893,775 shares 893,775 $45.3M 0.27% +194,443 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,266 shares; 2023Q4: 12,023 shares; 2024Q1: 13,313 shares; 2024Q2: 23,916 shares; 2024Q3: 240,856 shares; 2024Q4: 256,049 shares; 2025Q1: 260,920 shares 260,920 $43.7M 0.27% +4,871 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,377 shares; 2023Q4: 29,951 shares; 2024Q1: 33,539 shares; 2024Q2: 42,361 shares; 2024Q3: 38,893 shares; 2024Q4: 42,351 shares; 2025Q1: 45,925 shares 45,925 $43.4M 0.26% +3,574 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 169,913 shares; 2023Q4: 158,022 shares; 2024Q1: 142,692 shares; 2024Q2: 249,113 shares; 2024Q3: 248,253 shares; 2024Q4: 222,586 shares; 2025Q1: 259,353 shares 259,353 $43.4M 0.26% +36,767 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 153,971 shares; 2023Q4: 177,937 shares; 2024Q1: 183,045 shares; 2024Q2: 203,059 shares; 2024Q3: 216,789 shares; 2024Q4: 222,271 shares; 2025Q1: 253,563 shares 253,563 $43.3M 0.26% +31,292 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86,842 shares; 2023Q4: 94,748 shares; 2024Q1: 95,128 shares; 2024Q2: 127,492 shares; 2024Q3: 144,224 shares; 2024Q4: 144,122 shares; 2025Q1: 165,056 shares 165,056 $42.8M 0.26% +20,934 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 153,687 shares; 2023Q4: 161,786 shares; 2024Q1: 169,251 shares; 2024Q2: 206,291 shares; 2024Q3: 219,100 shares; 2024Q4: 237,872 shares; 2025Q1: 248,379 shares 248,379 $42.3M 0.26% +10,507 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; 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; 2025Q1: 772,734 shares 772,734 $41.9M 0.25% +21,131 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 109,658 shares; 2023Q4: 132,475 shares; 2024Q1: 133,282 shares; 2024Q2: 128,388 shares; 2024Q3: 110,188 shares; 2024Q4: 108,240 shares; 2025Q1: 239,657 shares 239,657 $41.5M 0.25% +131,417 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,863 shares; 2023Q4: 13,364 shares; 2024Q1: 33,805 shares; 2024Q2: 133,130 shares; 2024Q3: 519,499 shares; 2024Q4: 577,959 shares; 2025Q1: 791,668 shares 791,668 $39.4M 0.24% +213,709 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 294,992 shares; 2023Q4: 332,226 shares; 2024Q1: 398,204 shares; 2024Q2: 460,156 shares; 2024Q3: 500,908 shares; 2024Q4: 540,253 shares; 2025Q1: 546,122 shares 546,122 $39M 0.24% +5,869 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 242,598 shares; 2023Q4: 267,849 shares; 2024Q1: 263,416 shares; 2024Q2: 273,163 shares; 2024Q3: 273,235 shares; 2024Q4: 278,399 shares; 2025Q1: 296,726 shares 296,726 $38.3M 0.23% +18,327 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 101,000 shares; 2023Q4: 107,596 shares; 2024Q1: 106,914 shares; 2024Q2: 107,215 shares; 2024Q3: 100,535 shares; 2024Q4: 118,201 shares; 2025Q1: 132,758 shares 132,758 $38.3M 0.23% +14,557 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 59,065 shares; 2023Q4: 59,504 shares; 2024Q1: 59,899 shares; 2024Q2: 98,589 shares; 2024Q3: 97,853 shares; 2024Q4: 100,052 shares; 2025Q1: 103,504 shares 103,504 $37.9M 0.23% +3,452 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 115,532 shares; 2023Q4: 108,259 shares; 2024Q1: 527,411 shares; 2024Q2: 557,512 shares; 2024Q3: 587,384 shares; 2024Q4: 621,087 shares; 2025Q1: 642,433 shares 642,433 $37.5M 0.23% +21,346 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 122,440 shares; 2023Q4: 160,002 shares; 2024Q1: 238,628 shares; 2024Q2: 321,502 shares; 2024Q3: 354,110 shares; 2024Q4: 371,439 shares; 2025Q1: 382,953 shares 382,953 $36.9M 0.22% +11,514 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 325,403 shares; 2023Q4: 308,339 shares; 2024Q1: 315,748 shares; 2024Q2: 384,722 shares; 2024Q3: 387,712 shares; 2024Q4: 502,088 shares; 2025Q1: 365,309 shares 365,309 $36.5M 0.22% -136,779 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,290 shares; 2023Q4: 32,556 shares; 2024Q1: 37,630 shares; 2024Q2: 71,502 shares; 2024Q3: 67,635 shares; 2024Q4: 67,950 shares; 2025Q1: 69,520 shares 69,520 $36.4M 0.22% +1,570 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 258,196 shares; 2023Q4: 290,686 shares; 2024Q1: 327,974 shares; 2024Q2: 361,057 shares; 2024Q3: 381,400 shares; 2024Q4: 418,811 shares; 2025Q1: 455,392 shares 455,392 $36.4M 0.22% +36,581 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,538 shares; 2023Q4: 55,932 shares; 2024Q1: 62,566 shares; 2024Q2: 64,509 shares; 2024Q3: 63,676 shares; 2024Q4: 62,629 shares; 2025Q1: 65,467 shares 65,467 $35.5M 0.22% +2,838 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 453,068 shares 453,068 $35.5M 0.22% -48,687 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 140,703 shares; 2023Q4: 139,786 shares; 2024Q1: 133,300 shares; 2024Q2: 197,065 shares; 2024Q3: 200,135 shares; 2024Q4: 193,801 shares; 2025Q1: 213,330 shares 213,330 $35.4M 0.21% +19,529 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 107,255 shares; 2023Q4: 183,118 shares; 2024Q1: 333,291 shares; 2024Q2: 413,054 shares; 2024Q3: 677,900 shares; 2024Q4: 876,527 shares; 2025Q1: 975,213 shares 975,213 $34.8M 0.21% +98,686 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; 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; 2025Q1: 1,754,172 shares 1,754,172 $34.7M 0.21% -149 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; 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; 2025Q1: 824,816 shares 824,816 $34.7M 0.21% +51,866 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 392,622 shares; 2023Q4: 432,579 shares; 2024Q1: 456,920 shares; 2024Q2: 618,421 shares; 2024Q3: 642,639 shares; 2024Q4: 651,200 shares; 2025Q1: 764,916 shares 764,916 $34.6M 0.21% +113,716 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 131,521 shares; 2023Q4: 143,635 shares; 2024Q1: 156,811 shares; 2024Q2: 173,352 shares; 2024Q3: 168,944 shares; 2024Q4: 182,821 shares; 2025Q1: 178,179 shares 178,179 $34.6M 0.21% -4,642 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 45,383 shares; 2023Q4: 47,854 shares; 2024Q1: 65,663 shares; 2024Q2: 91,979 shares; 2024Q3: 98,525 shares; 2024Q4: 103,260 shares; 2025Q1: 109,173 shares 109,173 $34.1M 0.21% +5,913 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,527 shares; 2023Q4: 281,896 shares; 2024Q1: 121,380 shares; 2024Q2: 322,297 shares; 2024Q3: 289,934 shares; 2024Q4: 336,885 shares; 2025Q1: 370,749 shares 370,749 $34M 0.21% +33,864 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 537,113 shares; 2023Q4: 560,469 shares; 2024Q1: 566,744 shares; 2024Q2: 577,803 shares; 2024Q3: 587,697 shares; 2024Q4: 585,174 shares; 2025Q1: 591,762 shares 591,762 $33.9M 0.21% +6,588 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 295,795 shares; 2023Q4: 247,020 shares; 2024Q1: 476,820 shares; 2024Q2: 567,723 shares; 2024Q3: 582,302 shares; 2024Q4: 561,782 shares; 2025Q1: 578,290 shares 578,290 $33.9M 0.21% +16,508 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 221,215 shares; 2023Q4: 367,209 shares; 2024Q1: 559,531 shares; 2024Q2: 762,386 shares; 2024Q3: 941,226 shares; 2024Q4: 932,123 shares; 2025Q1: 889,492 shares 889,492 $33.4M 0.2% -42,631 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 238,681 shares; 2023Q4: 334,353 shares; 2024Q1: 381,542 shares; 2024Q2: 442,227 shares; 2024Q3: 521,505 shares; 2024Q4: 647,118 shares; 2025Q1: 719,615 shares 719,615 $32.9M 0.2% +72,497 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 513,818 shares; 2023Q4: 514,247 shares; 2024Q1: 524,709 shares; 2024Q2: 651,326 shares; 2024Q3: 661,892 shares; 2024Q4: 677,897 shares; 2025Q1: 705,132 shares 705,132 $32M 0.19% +27,235 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 325,076 shares; 2023Q4: 328,518 shares; 2024Q1: 329,450 shares; 2024Q2: 331,602 shares; 2024Q3: 304,606 shares; 2024Q4: 304,671 shares; 2025Q1: 310,081 shares 310,081 $31.7M 0.19% +5,410 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; 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; 2025Q1: 621,617 shares 621,617 $31.3M 0.19% +16,676 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100,361 shares; 2023Q4: 102,652 shares; 2024Q1: 82,479 shares; 2024Q2: 99,274 shares; 2024Q3: 107,620 shares; 2024Q4: 111,775 shares; 2025Q1: 118,582 shares 118,582 $30.7M 0.19% +6,807 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 273,647 shares; 2023Q4: 297,355 shares; 2024Q1: 248,282 shares; 2024Q2: 256,325 shares; 2024Q3: 208,946 shares; 2024Q4: 221,825 shares; 2025Q1: 326,934 shares 326,934 $30.6M 0.19% +105,109 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 357,956 shares; 2023Q4: 374,306 shares; 2024Q1: 362,035 shares; 2024Q2: 375,704 shares; 2024Q3: 377,619 shares; 2024Q4: 377,500 shares; 2025Q1: 374,302 shares 374,302 $30.3M 0.18% -3,198 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,284 shares; 2023Q4: 55,964 shares; 2024Q1: 61,544 shares; 2024Q2: 81,997 shares; 2024Q3: 84,412 shares; 2024Q4: 86,974 shares; 2025Q1: 93,240 shares 93,240 $29M 0.18% +6,266 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 286,892 shares; 2023Q4: 262,475 shares; 2024Q1: 269,448 shares; 2024Q2: 294,871 shares; 2024Q3: 297,785 shares; 2024Q4: 305,712 shares; 2025Q1: 311,196 shares 311,196 $28.7M 0.17% +5,484 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 346,281 shares; 2024Q2: 438,926 shares; 2024Q3: 481,543 shares; 2024Q4: 525,858 shares; 2025Q1: 572,552 shares 572,552 $27.9M 0.17% +46,694 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,409 shares; 2023Q4: 1,742 shares; 2024Q1: 2,460 shares; 2024Q2: 52,282 shares; 2024Q3: 52,259 shares; 2024Q4: 59,950 shares; 2025Q1: 87,573 shares 87,573 $27.8M 0.17% +27,623 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 111,359 shares; 2023Q4: 142,929 shares; 2024Q1: 166,968 shares; 2024Q2: 241,797 shares; 2024Q3: 235,720 shares; 2024Q4: 294,561 shares; 2025Q1: 324,089 shares 324,089 $27.4M 0.17% +29,528 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 113,205 shares; 2023Q4: 117,799 shares; 2024Q1: 121,121 shares; 2024Q2: 138,606 shares; 2024Q3: 144,587 shares; 2024Q4: 138,480 shares; 2025Q1: 181,334 shares 181,334 $27.2M 0.16% +42,854 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 92,821 shares; 2023Q4: 132,236 shares; 2024Q1: 213,358 shares; 2024Q2: 243,823 shares; 2024Q3: 285,222 shares; 2024Q4: 307,053 shares; 2025Q1: 295,613 shares 295,613 $27.1M 0.16% -11,440 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 198,392 shares; 2023Q4: 197,427 shares; 2024Q1: 197,416 shares; 2024Q2: 203,094 shares; 2024Q3: 197,883 shares; 2024Q4: 200,126 shares; 2025Q1: 212,302 shares 212,302 $27M 0.16% +12,176 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,074 shares; 2023Q4: 18,823 shares; 2024Q1: 20,119 shares; 2024Q2: 41,058 shares; 2024Q3: 41,543 shares; 2024Q4: 44,437 shares; 2025Q1: 48,474 shares 48,474 $26.6M 0.16% +4,037 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 208,193 shares; 2023Q4: 223,758 shares; 2024Q1: 248,660 shares; 2024Q2: 351,976 shares; 2024Q3: 359,773 shares; 2024Q4: 358,434 shares; 2025Q1: 368,004 shares 368,004 $26.4M 0.16% +9,570 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,769 shares; 2023Q4: 44,978 shares; 2024Q1: 293,638 shares; 2024Q2: 310,530 shares; 2024Q3: 318,502 shares; 2024Q4: 470,518 shares; 2025Q1: 390,276 shares 390,276 $25.9M 0.16% -80,242 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 700,569 shares; 2023Q4: 623,298 shares; 2024Q1: 522,735 shares; 2024Q2: 941,179 shares; 2024Q3: 902,334 shares; 2024Q4: 922,851 shares; 2025Q1: 913,547 shares 913,547 $25.8M 0.16% -9,304 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 313,665 shares; 2023Q4: 339,738 shares; 2024Q1: 243,161 shares; 2024Q2: 386,513 shares; 2024Q3: 404,192 shares; 2024Q4: 395,358 shares; 2025Q1: 415,811 shares 415,811 $25.7M 0.16% +20,453 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,823 shares; 2023Q4: 120,249 shares; 2024Q1: 155,084 shares; 2024Q2: 172,405 shares; 2024Q3: 199,526 shares; 2024Q4: 214,221 shares; 2025Q1: 262,958 shares 262,958 $24.3M 0.15% +48,737 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; 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; 2025Q1: 765,889 shares 765,889 $24.2M 0.15% +77,295 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 207,978 shares; 2023Q4: 205,343 shares; 2024Q1: 197,106 shares; 2024Q2: 208,089 shares; 2024Q3: 203,684 shares; 2024Q4: 185,204 shares; 2025Q1: 187,876 shares 187,876 $24.2M 0.15% +2,672 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 171,801 shares; 2023Q4: 190,963 shares; 2024Q1: 172,332 shares; 2024Q2: 226,450 shares; 2024Q3: 230,418 shares; 2024Q4: 337,149 shares; 2025Q1: 294,704 shares 294,704 $24.1M 0.15% -42,445 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 110,811 shares; 2023Q4: 111,881 shares; 2024Q1: 111,535 shares; 2024Q2: 156,721 shares; 2024Q3: 159,134 shares; 2024Q4: 171,807 shares; 2025Q1: 180,585 shares 180,585 $24M 0.15% +8,778 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,222 shares; 2023Q4: 50,957 shares; 2024Q1: 55,061 shares; 2024Q2: 95,281 shares; 2024Q3: 96,531 shares; 2024Q4: 99,776 shares; 2025Q1: 95,908 shares 95,908 $23.8M 0.14% -3,868 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 53,744 shares; 2023Q4: 60,275 shares; 2024Q1: 68,985 shares; 2024Q2: 133,380 shares; 2024Q3: 141,436 shares; 2024Q4: 135,856 shares; 2025Q1: 143,659 shares 143,659 $23.8M 0.14% +7,803 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,002 shares; 2023Q4: 38,753 shares; 2024Q1: 40,376 shares; 2024Q2: 57,070 shares; 2024Q3: 53,788 shares; 2024Q4: 52,795 shares; 2025Q1: 52,912 shares 52,912 $23.6M 0.14% +117 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,911 shares; 2023Q4: 5,643 shares; 2024Q1: 6,508 shares; 2024Q2: 20,218 shares; 2024Q3: 23,933 shares; 2024Q4: 24,102 shares; 2025Q1: 25,287 shares 25,287 $23.6M 0.14% +1,185 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 87,970 shares; 2023Q4: 89,214 shares; 2024Q1: 94,612 shares; 2024Q2: 114,123 shares; 2024Q3: 98,404 shares; 2024Q4: 100,626 shares; 2025Q1: 101,763 shares 101,763 $23.6M 0.14% +1,137 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 368,541 shares; 2023Q4: 356,329 shares; 2024Q1: 289,621 shares; 2024Q2: 230,575 shares; 2024Q3: 419,214 shares; 2024Q4: 460,861 shares; 2025Q1: 396,926 shares 396,926 $23.4M 0.14% -63,935 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49,922 shares; 2023Q4: 102,462 shares; 2024Q1: 344,864 shares; 2024Q2: 534,373 shares; 2024Q3: 576,862 shares; 2024Q4: 723,521 shares; 2025Q1: 678,049 shares 678,049 $22.7M 0.14% -45,472 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 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; 2025Q1: 507,807 shares 507,807 $22.6M 0.14% -35,738 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 503,027 shares; 2023Q4: 470,199 shares; 2024Q1: 438,092 shares; 2024Q2: 409,647 shares; 2024Q3: 310,032 shares; 2024Q4: 337,519 shares; 2025Q1: 364,715 shares 364,715 $22.5M 0.14% +27,196 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,931 shares; 2023Q4: 33,010 shares; 2024Q1: 35,470 shares; 2024Q2: 70,864 shares; 2024Q3: 77,134 shares; 2024Q4: 81,757 shares; 2025Q1: 83,944 shares 83,944 $22.5M 0.14% +2,187 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 243,395 shares; 2023Q4: 266,711 shares; 2024Q1: 283,449 shares; 2024Q2: 307,612 shares; 2024Q3: 337,419 shares; 2024Q4: 350,328 shares; 2025Q1: 437,088 shares 437,088 $22.3M 0.14% +86,760 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 269,383 shares; 2023Q4: 331,330 shares; 2024Q1: 469,371 shares; 2024Q2: 508,426 shares; 2024Q3: 486,565 shares; 2024Q4: 504,643 shares; 2025Q1: 604,781 shares 604,781 $21.9M 0.13% +100,138 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 320,255 shares; 2023Q4: 290,755 shares; 2024Q1: 246,439 shares; 2024Q2: 234,096 shares; 2024Q3: 227,238 shares; 2024Q4: 230,042 shares; 2025Q1: 232,942 shares 232,942 $21.8M 0.13% +2,900 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 235,900 shares; 2023Q4: 253,653 shares; 2024Q1: 266,330 shares; 2024Q2: 284,666 shares; 2024Q3: 259,944 shares; 2024Q4: 259,060 shares; 2025Q1: 243,329 shares 243,329 $21.8M 0.13% -15,731 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 135,547 shares; 2023Q4: 112,861 shares; 2024Q1: 114,208 shares; 2024Q2: 166,970 shares; 2024Q3: 165,073 shares; 2024Q4: 171,075 shares; 2025Q1: 164,596 shares 164,596 $21.8M 0.13% -6,479 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 45,070 shares; 2023Q4: 44,967 shares; 2024Q1: 46,004 shares; 2024Q2: 47,342 shares; 2024Q3: 48,927 shares; 2024Q4: 50,431 shares; 2025Q1: 51,805 shares 51,805 $21.8M 0.13% +1,374 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 99,750 shares; 2023Q4: 103,557 shares; 2024Q1: 128,917 shares; 2024Q2: 150,766 shares; 2024Q3: 162,666 shares; 2024Q4: 169,119 shares; 2025Q1: 173,877 shares 173,877 $21.6M 0.13% +4,758 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; 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; 2025Q1: 433,020 shares 433,020 $21.5M 0.13% +143,310 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; 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; 2025Q1: 301,532 shares 301,532 $21M 0.13% +229 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 217,429 shares; 2023Q4: 249,567 shares; 2024Q1: 251,597 shares; 2024Q2: 282,839 shares; 2024Q3: 299,445 shares; 2024Q4: 286,564 shares; 2025Q1: 285,255 shares 285,255 $21M 0.13% -1,309 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 111,245 shares; 2023Q4: 116,176 shares; 2024Q1: 138,465 shares; 2024Q2: 227,221 shares; 2024Q3: 226,200 shares; 2024Q4: 230,718 shares; 2025Q1: 229,953 shares 229,953 $20.6M 0.13% -765 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,630 shares; 2023Q4: 43,281 shares; 2024Q1: 42,575 shares; 2024Q2: 57,343 shares; 2024Q3: 57,763 shares; 2024Q4: 63,472 shares; 2025Q1: 67,137 shares 67,137 $20.3M 0.12% +3,665 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 115,500 shares; 2023Q4: 153,595 shares; 2024Q1: 144,125 shares; 2024Q2: 179,765 shares; 2024Q3: 207,035 shares; 2024Q4: 286,973 shares; 2025Q1: 218,905 shares 218,905 $19.9M 0.12% -68,068 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200,885 shares; 2023Q4: 199,461 shares; 2024Q1: 199,019 shares; 2024Q2: 371,802 shares; 2024Q3: 415,109 shares; 2024Q4: 430,464 shares; 2025Q1: 446,046 shares 446,046 $19.8M 0.12% +15,582 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; 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; 2025Q1: 505,921 shares 505,921 $19.2M 0.12% +95,537 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 268,649 shares; 2023Q4: 266,915 shares; 2024Q1: 277,945 shares; 2024Q2: 414,229 shares; 2024Q3: 437,804 shares; 2024Q4: 433,781 shares; 2025Q1: 458,944 shares 458,944 $19.2M 0.12% +25,163 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,998 shares; 2023Q4: 9,900 shares; 2024Q1: 24,881 shares; 2024Q2: 56,289 shares; 2024Q3: 59,534 shares; 2024Q4: 61,816 shares; 2025Q1: 64,363 shares 64,363 $19M 0.12% +2,547 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72,570 shares; 2023Q4: 70,348 shares; 2024Q1: 80,585 shares; 2024Q2: 73,288 shares; 2024Q3: 72,772 shares; 2024Q4: 71,205 shares; 2025Q1: 71,376 shares 71,376 $18.9M 0.11% +171 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34,114 shares; 2023Q4: 34,154 shares; 2024Q1: 38,929 shares; 2024Q2: 56,519 shares; 2024Q3: 56,660 shares; 2024Q4: 57,435 shares; 2025Q1: 60,162 shares 60,162 $18.8M 0.11% +2,727 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,614 shares; 2023Q4: 36,396 shares; 2024Q1: 34,794 shares; 2024Q2: 61,096 shares; 2024Q3: 62,112 shares; 2024Q4: 154,437 shares; 2025Q1: 316,716 shares 316,716 $18.7M 0.11% +162,279 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 94,906 shares; 2023Q4: 237,147 shares; 2024Q1: 250,101 shares; 2024Q2: 267,008 shares; 2024Q3: 291,545 shares; 2024Q4: 322,865 shares; 2025Q1: 356,197 shares 356,197 $18.3M 0.11% +33,332 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,098 shares; 2023Q4: 22,408 shares; 2024Q1: 22,739 shares; 2024Q2: 37,462 shares; 2024Q3: 37,089 shares; 2024Q4: 37,414 shares; 2025Q1: 36,793 shares 36,793 $18.3M 0.11% -621 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,914 shares; 2023Q4: 195,022 shares; 2024Q1: 228,069 shares; 2024Q2: 307,017 shares; 2024Q3: 356,901 shares; 2024Q4: 904,748 shares; 2025Q1: 789,936 shares 789,936 $18.3M 0.11% -114,812 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 403,053 shares; 2024Q2: 657,430 shares; 2024Q3: 662,031 shares; 2024Q4: 674,452 shares; 2025Q1: 697,754 shares 697,754 $18.1M 0.11% +23,302 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 304,187 shares; 2023Q4: 328,885 shares; 2024Q1: 316,843 shares; 2024Q2: 351,721 shares; 2024Q3: 378,314 shares; 2024Q4: 394,518 shares; 2025Q1: 398,979 shares 398,979 $18M 0.11% +4,461 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; 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; 2025Q1: 80,633 shares 80,633 $17.5M 0.11% +7,382 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 180,873 shares; 2023Q4: 195,570 shares; 2024Q1: 208,677 shares; 2024Q2: 199,199 shares; 2024Q3: 81,221 shares; 2024Q4: 74,788 shares; 2025Q1: 84,933 shares 84,933 $17.5M 0.11% +10,145 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 79,124 shares; 2023Q4: 75,361 shares; 2024Q1: 105,832 shares; 2024Q2: 130,019 shares; 2024Q3: 144,687 shares; 2024Q4: 154,511 shares; 2025Q1: 166,477 shares 166,477 $17.5M 0.11% +11,966 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 292,843 shares; 2023Q4: 335,876 shares; 2024Q1: 361,921 shares; 2024Q2: 429,469 shares; 2024Q3: 466,711 shares; 2024Q4: 511,089 shares; 2025Q1: 580,771 shares 580,771 $17.5M 0.11% +69,682 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 126,356 shares; 2023Q4: 153,705 shares; 2024Q1: 151,362 shares; 2024Q2: 136,339 shares; 2024Q3: 138,140 shares; 2024Q4: 156,958 shares; 2025Q1: 142,103 shares 142,103 $17.3M 0.11% -14,855 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 160,716 shares; 2023Q4: 144,456 shares; 2024Q1: 154,642 shares; 2024Q2: 152,531 shares; 2024Q3: 150,195 shares; 2024Q4: 147,883 shares; 2025Q1: 144,728 shares 144,728 $17.3M 0.1% -3,155 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 367,337 shares; 2023Q4: 327,890 shares; 2024Q1: 362,373 shares; 2024Q2: 383,106 shares; 2024Q3: 281,593 shares; 2024Q4: 288,858 shares; 2025Q1: 287,831 shares 287,831 $17.2M 0.1% -1,027 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,053 shares; 2023Q4: 30,543 shares; 2024Q1: 19,136 shares; 2024Q2: 27,010 shares; 2024Q3: 31,756 shares; 2024Q4: 36,411 shares; 2025Q1: 62,505 shares 62,505 $16.9M 0.1% +26,094 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,996 shares; 2023Q4: 37,519 shares; 2024Q1: 56,246 shares; 2024Q2: 98,434 shares; 2024Q3: 102,790 shares; 2024Q4: 106,371 shares; 2025Q1: 119,767 shares 119,767 $16.7M 0.1% +13,396 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 124,734 shares; 2023Q4: 114,570 shares; 2024Q1: 104,994 shares; 2024Q2: 242,256 shares; 2024Q3: 251,485 shares; 2024Q4: 263,241 shares; 2025Q1: 276,294 shares 276,294 $16.6M 0.1% +13,053 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 385,421 shares; 2023Q4: 390,595 shares; 2024Q1: 464,587 shares; 2024Q2: 514,377 shares; 2024Q3: 316,888 shares; 2024Q4: 313,548 shares; 2025Q1: 332,177 shares 332,177 $16.5M 0.1% +18,629 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 110,064 shares; 2023Q4: 114,365 shares; 2024Q1: 123,372 shares; 2024Q2: 164,480 shares; 2024Q3: 178,331 shares; 2024Q4: 187,049 shares; 2025Q1: 172,859 shares 172,859 $16.2M 0.1% -14,190 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,747 shares; 2023Q4: 31,221 shares; 2024Q1: 35,179 shares; 2024Q2: 43,351 shares; 2024Q3: 45,766 shares; 2024Q4: 47,425 shares; 2025Q1: 49,091 shares 49,091 $16.2M 0.1% +1,666 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 120,779 shares; 2023Q4: 120,188 shares; 2024Q1: 132,538 shares; 2024Q2: 135,389 shares; 2024Q3: 139,140 shares; 2024Q4: 153,900 shares; 2025Q1: 162,409 shares 162,409 $16.1M 0.1% +8,509 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,713 shares; 2023Q4: 84,513 shares; 2024Q1: 70,504 shares; 2024Q2: 70,440 shares; 2024Q3: 73,961 shares; 2024Q4: 149,734 shares; 2025Q1: 85,096 shares 85,096 $16M 0.1% -64,638 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,795 shares; 2023Q4: 55,451 shares; 2024Q1: 49,106 shares; 2024Q2: 93,216 shares; 2024Q3: 89,475 shares; 2024Q4: 93,715 shares; 2025Q1: 100,761 shares 100,761 $16M 0.1% +7,046 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 364,536 shares; 2023Q4: 518,719 shares; 2024Q1: 576,992 shares; 2024Q2: 556,399 shares; 2024Q3: 521,279 shares; 2024Q4: 450,122 shares; 2025Q1: 364,132 shares 364,132 $16M 0.1% -85,990 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,845 shares; 2023Q4: 19,383 shares; 2024Q1: 20,203 shares; 2024Q2: 34,259 shares; 2024Q3: 30,922 shares; 2024Q4: 32,241 shares; 2025Q1: 34,236 shares 34,236 $15.9M 0.1% +1,995 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,898 shares; 2023Q4: 14,298 shares; 2024Q1: 14,983 shares; 2024Q2: 22,240 shares; 2024Q3: 22,804 shares; 2024Q4: 24,302 shares; 2025Q1: 25,829 shares 25,829 $15.9M 0.1% +1,527 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 168,170 shares; 2023Q4: 204,220 shares; 2024Q1: 218,467 shares; 2024Q2: 397,225 shares; 2024Q3: 395,125 shares; 2024Q4: 395,302 shares; 2025Q1: 419,464 shares 419,464 $15.5M 0.09% +24,162 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 179,467 shares; 2023Q4: 130,204 shares; 2024Q1: 135,863 shares; 2024Q2: 135,988 shares; 2024Q3: 126,828 shares; 2024Q4: 192,087 shares; 2025Q1: 206,134 shares 206,134 $15.4M 0.09% +14,047 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,057 shares; 2023Q4: 22,743 shares; 2024Q1: 18,502 shares; 2024Q2: 34,367 shares; 2024Q3: 30,586 shares; 2024Q4: 32,347 shares; 2025Q1: 49,827 shares 49,827 $15.3M 0.09% +17,480 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 122,422 shares; 2023Q4: 105,645 shares; 2024Q1: 107,611 shares; 2024Q2: 115,455 shares; 2024Q3: 115,742 shares; 2024Q4: 121,153 shares; 2025Q1: 125,635 shares 125,635 $15.2M 0.09% +4,482 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; 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; 2025Q1: 299,997 shares 299,997 $15.1M 0.09% +12,574 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; 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; 2025Q1: 144,918 shares 144,918 $14.9M 0.09% +34,332 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 177,800 shares; 2023Q4: 201,277 shares; 2024Q1: 192,885 shares; 2024Q2: 208,032 shares; 2024Q3: 251,848 shares; 2024Q4: 304,353 shares; 2025Q1: 303,446 shares 303,446 $14.9M 0.09% -907 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 114,174 shares; 2023Q4: 133,374 shares; 2024Q1: 144,060 shares; 2024Q2: 164,474 shares; 2024Q3: 183,338 shares; 2024Q4: 198,984 shares; 2025Q1: 155,625 shares 155,625 $14.8M 0.09% -43,359 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 77,912 shares; 2023Q4: 122,792 shares; 2024Q1: 148,561 shares; 2024Q2: 163,713 shares; 2024Q3: 134,431 shares; 2024Q4: 118,293 shares; 2025Q1: 146,277 shares 146,277 $14.7M 0.09% +27,984 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; 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; 2025Q1: 217,658 shares 217,658 $14.7M 0.09% -292 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; 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; 2025Q1: 388,285 shares 388,285 $14.6M 0.09% +16,161 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 213,953 shares; 2023Q4: 219,644 shares; 2024Q1: 250,083 shares; 2024Q2: 293,770 shares; 2024Q3: 334,756 shares; 2024Q4: 397,941 shares; 2025Q1: 423,803 shares 423,803 $14.5M 0.09% +25,862 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,747 shares; 2025Q1: 15,116 shares 15,116 $14.3M 0.09% +369 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224,649 shares 224,649 $14.3M 0.09% new 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; 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; 2025Q1: 163,934 shares 163,934 $14.3M 0.09% -3,850 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 68,650 shares; 2023Q4: 67,625 shares; 2024Q1: 69,961 shares; 2024Q2: 159,080 shares; 2024Q3: 184,800 shares; 2024Q4: 218,223 shares; 2025Q1: 234,200 shares 234,200 $14.3M 0.09% +15,977 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,993 shares; 2023Q4: 116,700 shares; 2024Q1: 131,574 shares; 2024Q2: 151,091 shares; 2024Q3: 174,225 shares; 2024Q4: 193,718 shares; 2025Q1: 198,962 shares 198,962 $14.1M 0.09% +5,244 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 129,837 shares; 2023Q4: 147,848 shares; 2024Q1: 167,703 shares; 2024Q2: 224,286 shares; 2024Q3: 251,639 shares; 2024Q4: 268,082 shares; 2025Q1: 325,027 shares 325,027 $14.1M 0.09% +56,945 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 108,819 shares; 2023Q4: 138,908 shares; 2024Q1: 198,000 shares; 2024Q2: 243,167 shares; 2024Q3: 273,332 shares; 2024Q4: 351,833 shares; 2025Q1: 422,896 shares 422,896 $14.1M 0.09% +71,063 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 117,611 shares; 2023Q4: 110,033 shares; 2024Q1: 116,199 shares; 2024Q2: 104,977 shares; 2024Q3: 100,252 shares; 2024Q4: 101,504 shares; 2025Q1: 104,597 shares 104,597 $14M 0.09% +3,093 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76,559 shares; 2023Q4: 77,349 shares; 2024Q1: 74,840 shares; 2024Q2: 75,139 shares; 2024Q3: 60,454 shares; 2024Q4: 57,518 shares; 2025Q1: 177,438 shares 177,438 $14M 0.08% +119,920 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86,131 shares; 2023Q4: 67,195 shares; 2024Q1: 64,528 shares; 2024Q2: 70,032 shares; 2024Q3: 68,424 shares; 2024Q4: 74,123 shares; 2025Q1: 74,563 shares 74,563 $13.9M 0.08% +440 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,686 shares; 2023Q4: 58,332 shares; 2024Q1: 78,751 shares; 2024Q2: 90,952 shares; 2024Q3: 63,318 shares; 2024Q4: 113,560 shares; 2025Q1: 105,757 shares 105,757 $13.9M 0.08% -7,803 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,839 shares; 2023Q4: 4,080 shares; 2024Q1: 3,247 shares; 2024Q2: 3,629 shares; 2024Q3: 46,330 shares; 2024Q4: 44,098 shares; 2025Q1: 48,021 shares 48,021 $13.8M 0.08% +3,923 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 111,651 shares; 2023Q4: 124,265 shares; 2024Q1: 119,750 shares; 2024Q2: 177,557 shares; 2024Q3: 175,885 shares; 2024Q4: 178,408 shares; 2025Q1: 192,497 shares 192,497 $13.8M 0.08% +14,089 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 126,445 shares; 2023Q4: 197,680 shares; 2024Q1: 362,939 shares; 2024Q2: 436,315 shares; 2024Q3: 221,434 shares; 2024Q4: 208,779 shares; 2025Q1: 262,070 shares 262,070 $13.8M 0.08% +53,291 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; 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; 2025Q1: 108,493 shares 108,493 $13.8M 0.08% +1,656 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 109,523 shares; 2023Q4: 108,833 shares; 2024Q1: 106,472 shares; 2024Q2: 108,108 shares; 2024Q3: 108,767 shares; 2024Q4: 110,102 shares; 2025Q1: 101,356 shares 101,356 $13.8M 0.08% -8,746 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; 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; 2025Q1: 1,921,952 shares 1,921,952 $13.5M 0.08% -22,421 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 221,771 shares; 2023Q4: 284,706 shares; 2024Q1: 331,785 shares; 2024Q2: 431,775 shares; 2024Q3: 359,723 shares; 2024Q4: 382,628 shares; 2025Q1: 454,239 shares 454,239 $13.5M 0.08% +71,611 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; 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; 2025Q1: 337,245 shares 337,245 $13.5M 0.08% +102,068 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,274 shares; 2023Q4: 67,575 shares; 2024Q1: 67,688 shares; 2024Q2: 128,596 shares; 2024Q3: 132,185 shares; 2024Q4: 129,897 shares; 2025Q1: 146,432 shares 146,432 $13.2M 0.08% +16,535 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70,361 shares; 2023Q4: 71,567 shares; 2024Q1: 67,476 shares; 2024Q2: 97,824 shares; 2024Q3: 97,680 shares; 2024Q4: 104,385 shares; 2025Q1: 107,593 shares 107,593 $13.1M 0.08% +3,208 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 114,640 shares; 2023Q4: 101,213 shares; 2024Q1: 105,614 shares; 2024Q2: 117,627 shares; 2024Q3: 122,431 shares; 2024Q4: 130,881 shares; 2025Q1: 132,570 shares 132,570 $13.1M 0.08% +1,689 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 218,851 shares; 2023Q4: 237,282 shares; 2024Q1: 300,988 shares; 2024Q2: 331,571 shares; 2024Q3: 381,432 shares; 2024Q4: 375,150 shares; 2025Q1: 423,815 shares 423,815 $13M 0.08% +48,665 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,198 shares; 2023Q4: 28,876 shares; 2024Q1: 29,082 shares; 2024Q2: 43,924 shares; 2024Q3: 44,281 shares; 2024Q4: 55,331 shares; 2025Q1: 72,040 shares 72,040 $12.9M 0.08% +16,709 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 66,166 shares; 2023Q4: 72,911 shares; 2024Q1: 74,827 shares; 2024Q2: 104,591 shares; 2024Q3: 107,997 shares; 2024Q4: 110,257 shares; 2025Q1: 110,859 shares 110,859 $12.9M 0.08% +602 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,665 shares; 2023Q4: 32,786 shares; 2024Q1: 30,011 shares; 2024Q2: 52,414 shares; 2024Q3: 54,879 shares; 2024Q4: 56,921 shares; 2025Q1: 60,583 shares 60,583 $12.8M 0.08% +3,662 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,508 shares; 2023Q4: 9,407 shares; 2024Q1: 14,742 shares; 2024Q2: 20,108 shares; 2024Q3: 20,977 shares; 2024Q4: 21,823 shares; 2025Q1: 23,458 shares 23,458 $12.8M 0.08% +1,635 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,248 shares; 2023Q4: 13,879 shares; 2024Q1: 19,513 shares; 2024Q2: 48,615 shares; 2024Q3: 44,325 shares; 2024Q4: 44,800 shares; 2025Q1: 46,859 shares 46,859 $12.7M 0.08% +2,059 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 75,246 shares; 2023Q4: 79,811 shares; 2024Q1: 94,287 shares; 2024Q2: 110,356 shares; 2024Q3: 118,874 shares; 2024Q4: 124,936 shares; 2025Q1: 140,539 shares 140,539 $12.7M 0.08% +15,603 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; 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; 2025Q1: 334,336 shares 334,336 $12.4M 0.08% +61,648 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,115 shares; 2023Q4: 20,370 shares; 2024Q1: 21,291 shares; 2024Q2: 22,031 shares; 2024Q3: 22,705 shares; 2024Q4: 23,396 shares; 2025Q1: 22,996 shares 22,996 $12.3M 0.07% -400 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 130,992 shares; 2023Q4: 134,970 shares; 2024Q1: 140,541 shares; 2024Q2: 254,623 shares; 2024Q3: 255,829 shares; 2024Q4: 261,958 shares; 2025Q1: 280,149 shares 280,149 $12.2M 0.07% +18,191 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78,525 shares; 2024Q2: 83,447 shares; 2024Q3: 138,667 shares; 2024Q4: 333,370 shares; 2025Q1: 233,595 shares 233,595 $12.2M 0.07% -99,775 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; 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; 2025Q1: 240,305 shares 240,305 $12.2M 0.07% +38,305 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 109,374 shares 109,374 $12.2M 0.07% +3,365 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 152,195 shares; 2023Q4: 165,267 shares; 2024Q1: 155,521 shares; 2024Q2: 160,482 shares; 2024Q3: 160,710 shares; 2024Q4: 160,791 shares; 2025Q1: 155,493 shares 155,493 $12M 0.07% -5,298 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 68,595 shares; 2023Q4: 70,685 shares; 2024Q1: 72,860 shares; 2024Q2: 100,569 shares; 2024Q3: 99,815 shares; 2024Q4: 108,626 shares; 2025Q1: 116,256 shares 116,256 $11.9M 0.07% +7,630 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 205,614 shares; 2023Q4: 205,706 shares; 2024Q1: 227,397 shares; 2024Q2: 229,589 shares; 2024Q3: 134,883 shares; 2024Q4: 73,619 shares; 2025Q1: 81,584 shares 81,584 $11.9M 0.07% +7,965 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; 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; 2025Q1: 198,456 shares 198,456 $11.9M 0.07% +119,686 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,040 shares; 2023Q4: 38,911 shares; 2024Q1: 44,423 shares; 2024Q2: 78,681 shares; 2024Q3: 91,826 shares; 2024Q4: 89,283 shares; 2025Q1: 94,085 shares 94,085 $11.6M 0.07% +4,802 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,105 shares; 2023Q4: 9,508 shares; 2024Q1: 9,995 shares; 2024Q2: 21,082 shares; 2024Q3: 22,592 shares; 2024Q4: 22,849 shares; 2025Q1: 23,334 shares 23,334 $11.6M 0.07% +485 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72,967 shares; 2023Q4: 81,922 shares; 2024Q1: 83,579 shares; 2024Q2: 91,528 shares; 2024Q3: 125,939 shares; 2024Q4: 154,988 shares; 2025Q1: 242,288 shares 242,288 $11.4M 0.07% +87,300 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,640 shares; 2023Q4: 23,730 shares; 2024Q1: 24,337 shares; 2024Q2: 79,427 shares; 2024Q3: 81,374 shares; 2024Q4: 84,925 shares; 2025Q1: 93,516 shares 93,516 $11.4M 0.07% +8,591 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; 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; 2025Q1: 413,873 shares 413,873 $11.4M 0.07% +52,504 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,587 shares; 2023Q4: 19,403 shares; 2024Q1: 16,887 shares; 2024Q2: 20,884 shares; 2024Q3: 20,883 shares; 2024Q4: 22,400 shares; 2025Q1: 23,599 shares 23,599 $11.1M 0.07% +1,199 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,976 shares; 2023Q4: 24,742 shares; 2024Q1: 24,072 shares; 2024Q2: 55,294 shares; 2024Q3: 58,605 shares; 2024Q4: 65,802 shares; 2025Q1: 72,028 shares 72,028 $11.1M 0.07% +6,226 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 191,843 shares; 2023Q4: 214,272 shares; 2024Q1: 205,782 shares; 2024Q2: 192,893 shares; 2024Q3: 205,396 shares; 2024Q4: 106,886 shares; 2025Q1: 110,475 shares 110,475 $11M 0.07% +3,589 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,040 shares; 2023Q4: 17,050 shares; 2024Q1: 32,693 shares; 2024Q2: 37,600 shares; 2024Q3: 39,020 shares; 2024Q4: 38,913 shares; 2025Q1: 51,955 shares 51,955 $11M 0.07% +13,042 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,084 shares; 2023Q4: 60,822 shares; 2024Q1: 117,336 shares; 2024Q2: 133,878 shares; 2024Q3: 189,433 shares; 2024Q4: 230,126 shares; 2025Q1: 199,253 shares 199,253 $11M 0.07% -30,873 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 245,534 shares; 2024Q3: 267,000 shares; 2024Q4: 281,565 shares; 2025Q1: 351,854 shares 351,854 $11M 0.07% +70,289 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 158,288 shares; 2023Q4: 138,293 shares; 2024Q1: 74,091 shares; 2024Q2: 166,292 shares; 2024Q3: 160,948 shares; 2024Q4: 127,891 shares; 2025Q1: 160,764 shares 160,764 $10.9M 0.07% +32,873 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 123,539 shares; 2023Q4: 126,566 shares; 2024Q1: 124,657 shares; 2024Q2: 125,713 shares; 2024Q3: 127,335 shares; 2024Q4: 135,044 shares; 2025Q1: 147,214 shares 147,214 $10.8M 0.07% +12,170 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 215,581 shares; 2023Q4: 228,333 shares; 2024Q1: 130,781 shares; 2024Q2: 134,862 shares; 2024Q3: 133,118 shares; 2024Q4: 134,061 shares; 2025Q1: 133,185 shares 133,185 $10.8M 0.07% -876 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,603 shares; 2023Q4: 16,111 shares; 2024Q1: 19,944 shares; 2024Q2: 15,642 shares; 2024Q3: 16,302 shares; 2024Q4: 17,165 shares; 2025Q1: 103,847 shares 103,847 $10.8M 0.07% +86,682 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,514 shares; 2023Q4: 28,818 shares; 2024Q1: 35,397 shares; 2024Q2: 45,161 shares; 2024Q3: 42,566 shares; 2024Q4: 43,767 shares; 2025Q1: 46,033 shares 46,033 $10.7M 0.07% +2,266 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; 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; 2025Q1: 156,508 shares 156,508 $10.7M 0.06% +41,432 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 65,176 shares; 2023Q4: 63,125 shares; 2024Q1: 70,299 shares; 2024Q2: 143,950 shares; 2024Q3: 139,861 shares; 2024Q4: 135,332 shares; 2025Q1: 149,979 shares 149,979 $10.6M 0.06% +14,647 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205,985 shares 205,985 $10.6M 0.06% new 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; 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; 2025Q1: 58,821 shares 58,821 $10.5M 0.06% +2,256 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,144 shares; 2023Q4: 14,949 shares; 2024Q1: 18,414 shares; 2024Q2: 32,329 shares; 2024Q3: 29,972 shares; 2024Q4: 32,175 shares; 2025Q1: 34,464 shares 34,464 $10.5M 0.06% +2,289 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,475 shares; 2023Q4: 36,667 shares; 2024Q1: 33,472 shares; 2024Q2: 97,591 shares; 2024Q3: 106,929 shares; 2024Q4: 96,745 shares; 2025Q1: 93,849 shares 93,849 $10.5M 0.06% -2,896 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,927 shares; 2023Q4: 8,618 shares; 2024Q1: 8,935 shares; 2024Q2: 23,525 shares; 2024Q3: 20,637 shares; 2024Q4: 19,941 shares; 2025Q1: 20,607 shares 20,607 $10.5M 0.06% +666 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,448 shares; 2023Q4: 47,311 shares; 2024Q1: 46,319 shares; 2024Q2: 50,401 shares; 2024Q3: 53,244 shares; 2024Q4: 58,913 shares; 2025Q1: 184,939 shares 184,939 $10.4M 0.06% +126,026 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,533 shares; 2023Q4: 53,121 shares; 2024Q1: 66,903 shares; 2024Q2: 69,698 shares; 2024Q3: 77,127 shares; 2024Q4: 92,928 shares; 2025Q1: 87,248 shares 87,248 $10.3M 0.06% -5,680 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; 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; 2025Q1: 193,921 shares 193,921 $10.2M 0.06% +14,519 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 132,194 shares; 2023Q4: 151,528 shares; 2024Q1: 90,274 shares; 2024Q2: 75,399 shares; 2024Q3: 80,962 shares; 2024Q4: 78,069 shares; 2025Q1: 93,625 shares 93,625 $10.2M 0.06% +15,556 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,501 shares; 2023Q4: 4,722 shares; 2024Q1: 5,093 shares; 2024Q2: 14,496 shares; 2024Q3: 14,904 shares; 2024Q4: 14,765 shares; 2025Q1: 15,319 shares 15,319 $10.2M 0.06% +554 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 67,655 shares; 2023Q4: 78,617 shares; 2024Q1: 89,624 shares; 2024Q2: 113,388 shares; 2024Q3: 123,708 shares; 2024Q4: 138,910 shares; 2025Q1: 153,492 shares 153,492 $10.1M 0.06% +14,582 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,789 shares; 2023Q4: 4,876 shares; 2024Q1: 4,746 shares; 2024Q2: 28,802 shares; 2024Q3: 35,619 shares; 2024Q4: 37,478 shares; 2025Q1: 37,839 shares 37,839 $10.1M 0.06% +361 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 126,266 shares; 2023Q4: 129,369 shares; 2024Q1: 128,786 shares; 2024Q2: 135,030 shares; 2024Q3: 134,954 shares; 2024Q4: 167,362 shares; 2025Q1: 165,858 shares 165,858 $10.1M 0.06% -1,504 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,680 shares; 2023Q4: 45,932 shares; 2024Q1: 44,816 shares; 2024Q2: 74,918 shares; 2024Q3: 76,637 shares; 2024Q4: 76,440 shares; 2025Q1: 78,125 shares 78,125 $10M 0.06% +1,685 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 33,133 shares; 2023Q4: 31,647 shares; 2024Q1: 29,416 shares; 2024Q2: 87,191 shares; 2024Q3: 87,723 shares; 2024Q4: 92,021 shares; 2025Q1: 91,335 shares 91,335 $10M 0.06% -686 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 352,789 shares; 2023Q4: 417,169 shares; 2024Q1: 422,609 shares; 2024Q2: 245,272 shares; 2024Q3: 228,447 shares; 2024Q4: 140,489 shares; 2025Q1: 129,946 shares 129,946 $9.95M 0.06% -10,543 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,133 shares; 2024Q4: 15,912 shares; 2025Q1: 412,105 shares 412,105 $9.92M 0.06% +396,193 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 88,591 shares; 2023Q4: 89,516 shares; 2024Q1: 91,764 shares; 2024Q2: 119,386 shares; 2024Q3: 109,712 shares; 2024Q4: 121,508 shares; 2025Q1: 123,278 shares 123,278 $9.91M 0.06% +1,770 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,444 shares; 2023Q4: 37,005 shares; 2024Q1: 35,579 shares; 2024Q2: 51,139 shares; 2024Q3: 53,147 shares; 2024Q4: 54,475 shares; 2025Q1: 56,268 shares 56,268 $9.89M 0.06% +1,793 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 338,553 shares; 2023Q4: 300,258 shares; 2024Q1: 331,142 shares; 2024Q2: 398,597 shares; 2024Q3: 323,946 shares; 2024Q4: 264,275 shares; 2025Q1: 558,558 shares 558,558 $9.83M 0.06% +294,283 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 219,374 shares; 2023Q4: 159,708 shares; 2024Q1: 156,786 shares; 2024Q2: 166,205 shares; 2024Q3: 154,991 shares; 2024Q4: 158,491 shares; 2025Q1: 157,672 shares 157,672 $9.79M 0.06% -819 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 68,230 shares; 2024Q3: 117,941 shares; 2024Q4: 169,874 shares; 2025Q1: 203,482 shares 203,482 $9.74M 0.06% +33,608 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 106,693 shares; 2023Q4: 105,369 shares; 2024Q1: 95,958 shares; 2024Q2: 131,602 shares; 2024Q3: 124,579 shares; 2024Q4: 115,612 shares; 2025Q1: 123,325 shares 123,325 $9.74M 0.06% +7,713 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,862 shares; 2023Q4: 29,049 shares; 2024Q1: 33,261 shares; 2024Q2: 38,424 shares; 2024Q3: 91,361 shares; 2024Q4: 88,613 shares; 2025Q1: 83,692 shares 83,692 $9.7M 0.06% -4,921 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; 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; 2025Q1: 312,511 shares 312,511 $9.68M 0.06% -4,306 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,768 shares; 2023Q4: 44,349 shares; 2024Q1: 65,295 shares; 2024Q2: 82,740 shares; 2024Q3: 103,909 shares; 2024Q4: 99,805 shares; 2025Q1: 118,139 shares 118,139 $9.66M 0.06% +18,334 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 2,532 shares 2,532 $9.65M 0.06% +89 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,429 shares; 2023Q4: 27,132 shares; 2024Q1: 18,807 shares; 2024Q2: 36,057 shares; 2024Q3: 39,054 shares; 2024Q4: 80,375 shares; 2025Q1: 81,289 shares 81,289 $9.6M 0.06% +914 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,925 shares; 2023Q4: 18,959 shares; 2024Q1: 16,156 shares; 2024Q2: 30,624 shares; 2024Q3: 27,147 shares; 2024Q4: 25,369 shares; 2025Q1: 24,948 shares 24,948 $9.57M 0.06% -421 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,725 shares; 2023Q4: 74,576 shares; 2024Q1: 75,267 shares; 2024Q2: 86,808 shares; 2024Q3: 89,722 shares; 2024Q4: 93,556 shares; 2025Q1: 97,429 shares 97,429 $9.5M 0.06% +3,873 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 115,138 shares; 2023Q4: 96,003 shares; 2024Q1: 91,511 shares; 2024Q2: 103,585 shares; 2024Q3: 106,814 shares; 2024Q4: 107,280 shares; 2025Q1: 120,497 shares 120,497 $9.39M 0.06% +13,217 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 298,114 shares; 2023Q4: 317,014 shares; 2024Q1: 292,081 shares; 2024Q2: 308,754 shares; 2024Q3: 331,936 shares; 2024Q4: 348,990 shares; 2025Q1: 369,411 shares 369,411 $9.36M 0.06% +20,421 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,878 shares; 2023Q4: 21,485 shares; 2024Q1: 22,386 shares; 2024Q2: 29,628 shares; 2024Q3: 36,088 shares; 2024Q4: 42,846 shares; 2025Q1: 46,558 shares 46,558 $9.32M 0.06% +3,712 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 83,381 shares; 2023Q4: 88,343 shares; 2024Q1: 86,063 shares; 2024Q2: 97,707 shares; 2024Q3: 99,718 shares; 2024Q4: 97,989 shares; 2025Q1: 99,123 shares 99,123 $9.11M 0.06% +1,134 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,940 shares; 2023Q4: 85,395 shares; 2024Q1: 83,620 shares; 2024Q2: 86,478 shares; 2024Q3: 87,897 shares; 2024Q4: 95,401 shares; 2025Q1: 91,659 shares 91,659 $9.09M 0.06% -3,742 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,978 shares; 2023Q4: 3,486 shares; 2024Q1: 4,210 shares; 2024Q2: 10,135 shares; 2024Q3: 10,136 shares; 2024Q4: 10,171 shares; 2025Q1: 11,390 shares 11,390 $9.07M 0.06% +1,219 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,227 shares; 2023Q4: 6,333 shares; 2024Q1: 6,194 shares; 2024Q2: 28,999 shares; 2024Q3: 26,880 shares; 2024Q4: 26,558 shares; 2025Q1: 25,934 shares 25,934 $9.06M 0.05% -624 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 33,163 shares; 2023Q4: 37,497 shares; 2024Q1: 35,006 shares; 2024Q2: 87,160 shares; 2024Q3: 82,000 shares; 2024Q4: 64,682 shares; 2025Q1: 82,326 shares 82,326 $9.06M 0.05% +17,644 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; 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; 2025Q1: 180,806 shares 180,806 $8.99M 0.05% -4,999 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,986 shares; 2023Q4: 23,409 shares; 2024Q1: 24,580 shares; 2024Q2: 37,544 shares; 2024Q3: 37,029 shares; 2024Q4: 38,108 shares; 2025Q1: 43,641 shares 43,641 $8.95M 0.05% +5,533 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 121,610 shares 121,610 $8.91M 0.05% -17,833 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; 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; 2025Q1: 219,723 shares 219,723 $8.88M 0.05% +9,532 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; 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; 2025Q1: 57,427 shares 57,427 $8.88M 0.05% +1,980 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 151,567 shares; 2023Q4: 147,928 shares; 2024Q1: 99,419 shares; 2024Q2: 78,299 shares; 2024Q3: 71,899 shares; 2024Q4: 72,771 shares; 2025Q1: 79,017 shares 79,017 $8.76M 0.05% +6,246 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 115,145 shares 115,145 $8.73M 0.05% +5,599 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,452 shares; 2023Q4: 20,271 shares; 2024Q1: 25,169 shares; 2024Q2: 86,961 shares; 2024Q3: 96,273 shares; 2024Q4: 99,757 shares; 2025Q1: 119,556 shares 119,556 $8.71M 0.05% +19,799 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,544 shares; 2023Q4: 23,697 shares; 2024Q1: 23,963 shares; 2024Q2: 28,541 shares; 2024Q3: 24,286 shares; 2024Q4: 23,900 shares; 2025Q1: 34,281 shares 34,281 $8.7M 0.05% +10,381 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; 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; 2025Q1: 102,210 shares 102,210 $8.67M 0.05% -2,099 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,963 shares; 2023Q4: 96,148 shares; 2024Q1: 181,323 shares; 2024Q2: 165,831 shares; 2024Q3: 155,044 shares; 2024Q4: 189,737 shares; 2025Q1: 171,623 shares 171,623 $8.67M 0.05% -18,114 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 401,877 shares; 2023Q4: 376,929 shares; 2024Q1: 384,652 shares; 2024Q2: 369,699 shares; 2024Q3: 389,051 shares; 2024Q4: 402,736 shares; 2025Q1: 409,159 shares 409,159 $8.57M 0.05% +6,423 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,263 shares; 2023Q4: 9,241 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 73,658 shares; 2024Q4: 120,230 shares; 2025Q1: 225,030 shares 225,030 $8.57M 0.05% +104,800 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,412 shares; 2023Q4: 23,106 shares; 2024Q1: 18,127 shares; 2024Q2: 38,235 shares; 2024Q3: 36,067 shares; 2024Q4: 34,556 shares; 2025Q1: 36,222 shares 36,222 $8.56M 0.05% +1,666 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 113,918 shares; 2023Q4: 104,764 shares; 2024Q1: 172,614 shares; 2024Q2: 172,684 shares; 2024Q3: 172,834 shares; 2024Q4: 178,407 shares; 2025Q1: 174,989 shares 174,989 $8.54M 0.05% -3,418 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; 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; 2025Q1: 91,882 shares 91,882 $8.49M 0.05% +560 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,434 shares; 2023Q4: 75,322 shares; 2024Q1: 82,611 shares; 2024Q2: 94,317 shares; 2024Q3: 155,874 shares; 2024Q4: 184,516 shares; 2025Q1: 169,037 shares 169,037 $8.39M 0.05% -15,479 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55,587 shares; 2023Q4: 56,051 shares; 2024Q1: 61,856 shares; 2024Q2: 88,882 shares; 2024Q3: 80,330 shares; 2024Q4: 80,135 shares; 2025Q1: 85,173 shares 85,173 $8.35M 0.05% +5,038 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 12,601 shares; 2024Q1: 14,612 shares; 2024Q2: 67,726 shares; 2024Q3: 112,597 shares; 2024Q4: 152,013 shares; 2025Q1: 176,469 shares 176,469 $8.3M 0.05% +24,456 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 114,865 shares; 2023Q4: 119,297 shares; 2024Q1: 115,371 shares; 2024Q2: 122,088 shares; 2024Q3: 80,455 shares; 2024Q4: 79,252 shares; 2025Q1: 65,872 shares 65,872 $8.3M 0.05% -13,380 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,040 shares; 2023Q4: 9,884 shares; 2024Q1: 9,701 shares; 2024Q2: 18,479 shares; 2024Q3: 20,386 shares; 2024Q4: 21,273 shares; 2025Q1: 22,242 shares 22,242 $8.28M 0.05% +969 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; 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; 2025Q1: 32,774 shares 32,774 $8.25M 0.05% -338 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,350 shares; 2023Q4: 12,701 shares; 2024Q1: 13,090 shares; 2024Q2: 28,965 shares; 2024Q3: 31,778 shares; 2024Q4: 28,136 shares; 2025Q1: 28,906 shares 28,906 $8.18M 0.05% +770 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; 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; 2025Q1: 198,491 shares 198,491 $8.13M 0.05% -11,313 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,148 shares; 2023Q4: 11,584 shares; 2024Q1: 12,167 shares; 2024Q2: 26,992 shares; 2024Q3: 29,853 shares; 2024Q4: 31,918 shares; 2025Q1: 33,124 shares 33,124 $8.1M 0.05% +1,206 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,958 shares; 2023Q4: 9,090 shares; 2024Q1: 10,319 shares; 2024Q2: 21,053 shares; 2024Q3: 20,430 shares; 2024Q4: 43,640 shares; 2025Q1: 47,438 shares 47,438 $8.09M 0.05% +3,798 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,186 shares; 2023Q4: 14,143 shares; 2024Q1: 13,445 shares; 2024Q2: 11,271 shares; 2024Q3: 10,694 shares; 2024Q4: 38,815 shares; 2025Q1: 40,029 shares 40,029 $8.09M 0.05% +1,214 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 133,810 shares; 2023Q4: 186,805 shares; 2024Q1: 266,193 shares; 2024Q2: 392,962 shares; 2024Q3: 380,349 shares; 2024Q4: 442,522 shares; 2025Q1: 482,757 shares 482,757 $8.03M 0.05% +40,235 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; 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; 2025Q1: 104,583 shares 104,583 $8.02M 0.05% -18,604 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,884 shares; 2023Q4: 36,370 shares; 2024Q1: 49,977 shares; 2024Q2: 54,609 shares; 2024Q3: 62,042 shares; 2024Q4: 67,327 shares; 2025Q1: 70,011 shares 70,011 $7.96M 0.05% +2,684 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,134 shares; 2023Q4: 14,478 shares; 2024Q1: 14,706 shares; 2024Q2: 21,831 shares; 2024Q3: 17,780 shares; 2024Q4: 18,293 shares; 2025Q1: 22,929 shares 22,929 $7.92M 0.05% +4,636 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,741 shares; 2023Q4: 38,370 shares; 2024Q1: 34,557 shares; 2024Q2: 34,497 shares; 2024Q3: 39,400 shares; 2024Q4: 41,545 shares; 2025Q1: 46,302 shares 46,302 $7.9M 0.05% +4,757 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 129,611 shares; 2023Q4: 129,818 shares; 2024Q1: 214,343 shares; 2024Q2: 221,732 shares; 2024Q3: 238,764 shares; 2024Q4: 250,986 shares; 2025Q1: 273,154 shares 273,154 $7.88M 0.05% +22,168 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; 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; 2025Q1: 18,058 shares 18,058 $7.85M 0.05% +2,332 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 277,002 shares; 2023Q4: 261,143 shares; 2024Q1: 273,941 shares; 2024Q2: 210,967 shares; 2024Q3: 138,663 shares; 2024Q4: 142,692 shares; 2025Q1: 179,330 shares 179,330 $7.79M 0.05% +36,638 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 136,636 shares; 2023Q4: 192,370 shares; 2024Q1: 112,753 shares; 2024Q2: 125,624 shares; 2024Q3: 157,738 shares; 2024Q4: 149,696 shares; 2025Q1: 168,159 shares 168,159 $7.73M 0.05% +18,463 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 631,580 shares; 2023Q4: 245,262 shares; 2024Q1: 221,028 shares; 2024Q2: 219,009 shares; 2024Q3: 164,050 shares; 2024Q4: 111,977 shares; 2025Q1: 152,520 shares 152,520 $7.68M 0.05% +40,543 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,194 shares; 2023Q4: 27,009 shares; 2024Q1: 31,206 shares; 2024Q2: 102,428 shares; 2024Q3: 107,377 shares; 2024Q4: 101,896 shares; 2025Q1: 104,069 shares 104,069 $7.65M 0.05% +2,173 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,617 shares 171,617 $7.65M 0.05% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,673 shares; 2023Q4: 67,707 shares; 2024Q1: 76,423 shares; 2024Q2: 77,241 shares; 2024Q3: 75,699 shares; 2024Q4: 80,867 shares; 2025Q1: 49,800 shares 49,800 $7.62M 0.05% -31,067 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 259,288 shares; 2023Q4: 292,555 shares; 2024Q1: 85,263 shares; 2024Q2: 88,856 shares; 2024Q3: 87,711 shares; 2024Q4: 91,656 shares; 2025Q1: 150,241 shares 150,241 $7.61M 0.05% +58,585 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; 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; 2025Q1: 92,294 shares 92,294 $7.6M 0.05% +842 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,700 shares; 2023Q4: 72,336 shares; 2024Q1: 88,319 shares; 2024Q2: 98,375 shares; 2024Q3: 115,440 shares; 2024Q4: 129,043 shares; 2025Q1: 147,028 shares 147,028 $7.51M 0.05% +17,985 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 458,748 shares; 2023Q4: 431,595 shares; 2024Q1: 278,699 shares; 2024Q2: 176,509 shares; 2024Q3: 168,699 shares; 2024Q4: 167,345 shares; 2025Q1: 177,060 shares 177,060 $7.45M 0.05% +9,715 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,852 shares; 2023Q4: 19,489 shares; 2024Q1: 18,993 shares; 2024Q2: 25,395 shares; 2024Q3: 27,081 shares; 2024Q4: 28,673 shares; 2025Q1: 28,122 shares 28,122 $7.44M 0.05% -551 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; 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; 2025Q1: 247,797 shares 247,797 $7.42M 0.05% +15,881 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70,881 shares; 2023Q4: 103,083 shares; 2024Q1: 58,246 shares; 2024Q2: 96,246 shares; 2024Q3: 104,384 shares; 2024Q4: 99,511 shares; 2025Q1: 89,191 shares 89,191 $7.38M 0.04% -10,320 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; 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; 2025Q1: 55,499 shares 55,499 $7.33M 0.04% +5,753 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,815 shares; 2023Q4: 13,259 shares; 2024Q1: 20,967 shares; 2024Q2: 19,938 shares; 2024Q3: 19,178 shares; 2024Q4: 43,283 shares; 2025Q1: 42,760 shares 42,760 $7.3M 0.04% -523 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,999 shares; 2023Q4: 55,149 shares; 2024Q1: 54,770 shares; 2024Q2: 60,708 shares; 2024Q3: 63,437 shares; 2024Q4: 83,194 shares; 2025Q1: 87,514 shares 87,514 $7.29M 0.04% +4,320 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; 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; 2025Q1: 29,295 shares 29,295 $7.15M 0.04% +507 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; 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; 2025Q1: 39,992 shares 39,992 $7.15M 0.04% +1,382 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,878 shares; 2023Q4: 11,529 shares; 2024Q1: 23,126 shares; 2024Q2: 35,092 shares; 2024Q3: 40,761 shares; 2024Q4: 61,175 shares; 2025Q1: 70,635 shares 70,635 $7.11M 0.04% +9,460 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; 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; 2025Q1: 82,751 shares 82,751 $7.07M 0.04% +16,625 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,004 shares; 2023Q4: 10,876 shares; 2024Q1: 12,018 shares; 2024Q2: 17,757 shares; 2024Q3: 18,399 shares; 2024Q4: 19,779 shares; 2025Q1: 22,527 shares 22,527 $6.96M 0.04% +2,748 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,935 shares; 2023Q4: 17,666 shares; 2024Q1: 15,508 shares; 2024Q2: 22,618 shares; 2024Q3: 24,751 shares; 2024Q4: 26,315 shares; 2025Q1: 25,701 shares 25,701 $6.91M 0.04% -614 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80,246 shares; 2024Q3: 127,332 shares; 2024Q4: 106,577 shares; 2025Q1: 114,910 shares 114,910 $6.91M 0.04% +8,333 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,261 shares; 2023Q4: 7,334 shares; 2024Q1: 7,748 shares; 2024Q2: 18,679 shares; 2024Q3: 20,239 shares; 2024Q4: 20,612 shares; 2025Q1: 20,516 shares 20,516 $6.91M 0.04% -96 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; 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; 2025Q1: 174,891 shares 174,891 $6.86M 0.04% -3,123 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 67,900 shares; 2023Q4: 55,814 shares; 2024Q1: 63,034 shares; 2024Q2: 61,163 shares; 2024Q3: 54,985 shares; 2024Q4: 54,017 shares; 2025Q1: 52,826 shares 52,826 $6.85M 0.04% -1,191 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; 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; 2025Q1: 164,921 shares 164,921 $6.79M 0.04% +6,511 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; 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; 2025Q1: 88,008 shares 88,008 $6.78M 0.04% +3,866 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 152,432 shares; 2023Q4: 139,788 shares; 2024Q1: 136,718 shares; 2024Q2: 125,934 shares; 2024Q3: 127,347 shares; 2024Q4: 150,517 shares; 2025Q1: 160,171 shares 160,171 $6.7M 0.04% +9,654 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 97,857 shares; 2023Q4: 99,656 shares; 2024Q1: 100,670 shares; 2024Q2: 106,876 shares; 2024Q3: 105,366 shares; 2024Q4: 106,605 shares; 2025Q1: 107,974 shares 107,974 $6.68M 0.04% +1,369 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 709 shares; 2023Q4: 694 shares; 2024Q1: 493 shares; 2024Q2: 8,233 shares; 2024Q3: 8,494 shares; 2024Q4: 8,144 shares; 2025Q1: 8,168 shares 8,168 $6.66M 0.04% +24 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 45,077 shares; 2023Q4: 46,618 shares; 2024Q1: 40,975 shares; 2024Q2: 94,829 shares; 2024Q3: 96,349 shares; 2024Q4: 93,324 shares; 2025Q1: 98,015 shares 98,015 $6.65M 0.04% +4,691 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,123 shares; 2023Q4: 10,293 shares; 2024Q1: 23,919 shares; 2024Q2: 133,126 shares; 2024Q3: 146,919 shares; 2024Q4: 154,999 shares; 2025Q1: 154,965 shares 154,965 $6.59M 0.04% -34 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; 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; 2025Q1: 124,003 shares 124,003 $6.57M 0.04% -4,862 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,956 shares; 2023Q4: 45,945 shares; 2024Q1: 44,420 shares; 2024Q2: 75,563 shares; 2024Q3: 91,075 shares; 2024Q4: 94,391 shares; 2025Q1: 112,086 shares 112,086 $6.5M 0.04% +17,695 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,982 shares; 2023Q4: 16,943 shares; 2024Q1: 17,688 shares; 2024Q2: 31,878 shares; 2024Q3: 27,475 shares; 2024Q4: 22,092 shares; 2025Q1: 91,763 shares 91,763 $6.46M 0.04% +69,671 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; 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; 2025Q1: 92,809 shares 92,809 $6.44M 0.04% +10,956 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 132,372 shares; 2024Q3: 147,873 shares; 2024Q4: 159,633 shares; 2025Q1: 158,944 shares 158,944 $6.37M 0.04% -689 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; 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; 2025Q1: 73,896 shares 73,896 $6.36M 0.04% +2,273 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,408 shares; 2023Q4: 40,088 shares; 2024Q1: 88,911 shares; 2024Q2: 124,269 shares; 2024Q3: 140,108 shares; 2024Q4: 192,256 shares; 2025Q1: 223,777 shares 223,777 $6.34M 0.04% +31,521 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,069 shares; 2023Q4: 20,601 shares; 2024Q1: 19,710 shares; 2024Q2: 51,334 shares; 2024Q3: 54,108 shares; 2024Q4: 57,183 shares; 2025Q1: 57,865 shares 57,865 $6.32M 0.04% +682 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 101,848 shares; 2023Q4: 112,535 shares; 2024Q1: 97,129 shares; 2024Q2: 187,284 shares; 2024Q3: 165,933 shares; 2024Q4: 137,531 shares; 2025Q1: 125,669 shares 125,669 $6.32M 0.04% -11,862 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 138,228 shares; 2023Q4: 139,915 shares; 2024Q1: 145,461 shares; 2024Q2: 150,160 shares; 2024Q3: 156,283 shares; 2024Q4: 154,790 shares; 2025Q1: 159,166 shares 159,166 $6.32M 0.04% +4,376 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,210 shares; 2023Q4: 8,168 shares; 2024Q1: 46,270 shares; 2024Q2: 46,415 shares; 2024Q3: 53,642 shares; 2024Q4: 58,964 shares; 2025Q1: 105,452 shares 105,452 $6.26M 0.04% +46,488 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 147,750 shares 147,750 $6.24M 0.04% +6,345 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 341,675 shares; 2023Q4: 17,056 shares; 2024Q1: 54,256 shares; 2024Q2: 153,444 shares; 2024Q3: 197,943 shares; 2024Q4: 219,253 shares; 2025Q1: 242,928 shares 242,928 $6.2M 0.04% +23,675 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; 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; 2025Q1: 127,784 shares 127,784 $6.2M 0.04% +13,269 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 40,469 shares 40,469 $6.2M 0.04% -310 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,784 shares; 2023Q4: 61,616 shares; 2024Q1: 78,716 shares; 2024Q2: 95,124 shares; 2024Q3: 102,591 shares; 2024Q4: 100,984 shares; 2025Q1: 169,778 shares 169,778 $6.18M 0.04% +68,794 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,950 shares; 2023Q4: 5,530 shares; 2024Q1: 6,338 shares; 2024Q2: 11,645 shares; 2024Q3: 12,508 shares; 2024Q4: 11,471 shares; 2025Q1: 12,674 shares 12,674 $6.14M 0.04% +1,203 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 134,199 shares 134,199 $6.14M 0.04% +23,405 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 99,869 shares; 2023Q4: 95,267 shares; 2024Q1: 95,030 shares; 2024Q2: 93,048 shares; 2024Q3: 90,048 shares; 2024Q4: 90,947 shares; 2025Q1: 103,624 shares 103,624 $6.14M 0.04% +12,677 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 110,806 shares; 2023Q4: 134,646 shares; 2024Q1: 142,719 shares; 2024Q2: 117,405 shares; 2024Q3: 97,452 shares; 2024Q4: 96,375 shares; 2025Q1: 97,476 shares 97,476 $6.14M 0.04% +1,101 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 90,974 shares; 2023Q4: 87,894 shares; 2024Q1: 81,523 shares; 2024Q2: 84,346 shares; 2024Q3: 86,665 shares; 2024Q4: 82,176 shares; 2025Q1: 82,355 shares 82,355 $6.1M 0.04% +179 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,237 shares; 2023Q4: 17,958 shares; 2024Q1: 21,565 shares; 2024Q2: 20,947 shares; 2024Q3: 20,072 shares; 2024Q4: 20,057 shares; 2025Q1: 18,699 shares 18,699 $6.09M 0.04% -1,358 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 117,969 shares; 2025Q1: 116,984 shares 116,984 $6.08M 0.04% -985 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,185 shares; 2023Q4: 3,297 shares; 2024Q1: 2,763 shares; 2024Q2: 9,460 shares; 2024Q3: 9,460 shares; 2024Q4: 9,616 shares; 2025Q1: 9,988 shares 9,988 $6.07M 0.04% +372 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,323 shares; 2024Q3: 5,781 shares; 2024Q4: 16,655 shares; 2025Q1: 65,077 shares 65,077 $6.02M 0.04% +48,422 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; 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; 2025Q1: 42,095 shares 42,095 $5.99M 0.04% +1,662 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34,652 shares; 2023Q4: 33,054 shares; 2024Q1: 35,096 shares; 2024Q2: 42,748 shares; 2024Q3: 35,705 shares; 2024Q4: 39,106 shares; 2025Q1: 42,760 shares 42,760 $5.98M 0.04% +3,654 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; 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; 2025Q1: 188,040 shares 188,040 $5.97M 0.04% -13,895 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; 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; 2025Q1: 41,086 shares 41,086 $5.96M 0.04% +2,425 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; 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; 2025Q1: 54,577 shares 54,577 $5.95M 0.04% -170 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 109,495 shares; 2023Q4: 97,216 shares; 2024Q1: 127,024 shares; 2024Q2: 60,505 shares; 2024Q3: 58,024 shares; 2024Q4: 49,235 shares; 2025Q1: 53,537 shares 53,537 $5.95M 0.04% +4,302 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; 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; 2025Q1: 149,946 shares 149,946 $5.93M 0.04% +6,494 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 139,139 shares; 2023Q4: 54,225 shares; 2024Q1: 55,299 shares; 2024Q2: 72,098 shares; 2024Q3: 78,079 shares; 2024Q4: 86,526 shares; 2025Q1: 101,523 shares 101,523 $5.92M 0.04% +14,997 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,558 shares; 2025Q1: 200,635 shares 200,635 $5.91M 0.04% +180,077 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 52,718 shares 52,718 $5.89M 0.04% +8,127 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,385 shares; 2024Q2: 18,187 shares; 2024Q3: 18,266 shares; 2024Q4: 21,835 shares; 2025Q1: 21,911 shares 21,911 $5.88M 0.04% +76 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,453 shares; 2023Q4: 6,956 shares; 2024Q1: 6,460 shares; 2024Q2: 14,762 shares; 2024Q3: 15,244 shares; 2024Q4: 13,823 shares; 2025Q1: 11,478 shares 11,478 $5.88M 0.04% -2,345 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,669 shares; 2023Q4: 36,464 shares; 2024Q1: 40,181 shares; 2024Q2: 39,909 shares; 2024Q3: 38,905 shares; 2024Q4: 40,790 shares; 2025Q1: 39,810 shares 39,810 $5.85M 0.04% -980 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 94,663 shares; 2024Q4: 102,747 shares; 2025Q1: 103,328 shares 103,328 $5.83M 0.04% +581 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,449 shares; 2023Q4: 31,550 shares; 2024Q1: 42,671 shares; 2024Q2: 63,966 shares; 2024Q3: 67,550 shares; 2024Q4: 81,424 shares; 2025Q1: 93,967 shares 93,967 $5.79M 0.04% +12,543 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,247 shares; 2023Q4: 123,809 shares; 2024Q1: 123,334 shares; 2024Q2: 124,422 shares; 2024Q3: 137,829 shares; 2024Q4: 277,756 shares; 2025Q1: 233,140 shares 233,140 $5.77M 0.04% -44,616 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76,630 shares; 2023Q4: 89,298 shares; 2024Q1: 121,530 shares; 2024Q2: 155,686 shares; 2024Q3: 188,867 shares; 2024Q4: 217,069 shares; 2025Q1: 256,066 shares 256,066 $5.75M 0.03% +38,997 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 143,481 shares; 2023Q4: 135,511 shares; 2024Q1: 143,536 shares; 2024Q2: 143,110 shares; 2024Q3: 144,235 shares; 2024Q4: 141,576 shares; 2025Q1: 140,670 shares 140,670 $5.73M 0.03% -906 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,003 shares; 2023Q4: 44,556 shares; 2024Q1: 46,027 shares; 2024Q2: 79,444 shares; 2024Q3: 80,673 shares; 2024Q4: 74,619 shares; 2025Q1: 93,024 shares 93,024 $5.72M 0.03% +18,405 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 33,366 shares; 2023Q4: 31,485 shares; 2024Q1: 31,339 shares; 2024Q2: 53,760 shares; 2024Q3: 59,341 shares; 2024Q4: 63,431 shares; 2025Q1: 67,927 shares 67,927 $5.7M 0.03% +4,496 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; 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; 2025Q1: 209,035 shares 209,035 $5.7M 0.03% -9,824 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; 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; 2025Q1: 148,708 shares 148,708 $5.69M 0.03% -1,305 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,213 shares; 2023Q4: 10,288 shares; 2024Q1: 9,437 shares; 2024Q2: 22,064 shares; 2024Q3: 23,526 shares; 2024Q4: 24,223 shares; 2025Q1: 25,634 shares 25,634 $5.66M 0.03% +1,411 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 288,590 shares; 2023Q4: 226,295 shares; 2024Q1: 220,072 shares; 2024Q2: 219,958 shares; 2024Q3: 262,971 shares; 2024Q4: 240,999 shares; 2025Q1: 245,827 shares 245,827 $5.65M 0.03% +4,828 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,127 shares; 2023Q4: 95,959 shares; 2024Q1: 147,299 shares; 2024Q2: 162,189 shares; 2024Q3: 114,311 shares; 2024Q4: 132,405 shares; 2025Q1: 142,219 shares 142,219 $5.62M 0.03% +9,814 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; 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; 2025Q1: 170,174 shares 170,174 $5.61M 0.03% +5,578 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 79,425 shares; 2023Q4: 81,277 shares; 2024Q1: 52,934 shares; 2024Q2: 56,082 shares; 2024Q3: 58,134 shares; 2024Q4: 59,206 shares; 2025Q1: 69,330 shares 69,330 $5.59M 0.03% +10,124 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 8 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares 7 $5.59M 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,621 shares; 2023Q4: 6,053 shares; 2024Q1: 6,354 shares; 2024Q2: 12,772 shares; 2024Q3: 12,503 shares; 2024Q4: 18,560 shares; 2025Q1: 24,219 shares 24,219 $5.55M 0.03% +5,659 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,398 shares; 2023Q4: 35,050 shares; 2024Q1: 44,412 shares; 2024Q2: 42,798 shares; 2024Q3: 43,229 shares; 2024Q4: 25,119 shares; 2025Q1: 25,218 shares 25,218 $5.52M 0.03% +99 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; 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; 2025Q1: 70,461 shares 70,461 $5.52M 0.03% +9,769 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; 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; 2025Q1: 66,435 shares 66,435 $5.51M 0.03% +1,033 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,554 shares; 2023Q4: 18,291 shares; 2024Q1: 16,833 shares; 2024Q2: 30,799 shares; 2024Q3: 33,067 shares; 2024Q4: 35,881 shares; 2025Q1: 34,246 shares 34,246 $5.5M 0.03% -1,635 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,385 shares; 2023Q4: 25,395 shares; 2024Q1: 23,150 shares; 2024Q2: 148,581 shares; 2024Q3: 169,415 shares; 2024Q4: 201,476 shares; 2025Q1: 254,181 shares 254,181 $5.46M 0.03% +52,705 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,302 shares; 2023Q4: 43,209 shares; 2024Q1: 40,862 shares; 2024Q2: 67,858 shares; 2024Q3: 66,347 shares; 2024Q4: 70,158 shares; 2025Q1: 76,219 shares 76,219 $5.41M 0.03% +6,061 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; 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; 2025Q1: 30,649 shares 30,649 $5.29M 0.03% -5,015 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 74,046 shares 74,046 $5.28M 0.03% +7,415 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,275 shares; 2023Q4: 1,393 shares; 2024Q1: 1,424 shares; 2024Q2: 5,723 shares; 2024Q3: 6,025 shares; 2024Q4: 6,051 shares; 2025Q1: 7,744 shares 7,744 $5.26M 0.03% +1,693 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; 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; 2025Q1: 52,175 shares 52,175 $5.25M 0.03% -33,821 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; 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; 2025Q1: 26,053 shares 26,053 $5.25M 0.03% +3,425 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 18,891 shares 18,891 $5.25M 0.03% +1,709 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; 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; 2025Q1: 25,846 shares 25,846 $5.2M 0.03% +1,018 Timeline 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; 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; 2025Q1: 19,431 shares 19,431 $5.15M 0.03% +945 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,254 shares; 2023Q4: 32,986 shares; 2024Q1: 37,730 shares; 2024Q2: 56,952 shares; 2024Q3: 59,080 shares; 2024Q4: 61,396 shares; 2025Q1: 65,262 shares 65,262 $5.15M 0.03% +3,866 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; 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; 2025Q1: 136,319 shares 136,319 $5.14M 0.03% +6,971 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; 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; 2025Q1: 80,387 shares 80,387 $5.1M 0.03% -10,793 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49,335 shares; 2023Q4: 48,633 shares; 2024Q1: 47,803 shares; 2024Q2: 56,328 shares; 2024Q3: 56,003 shares; 2024Q4: 54,889 shares; 2025Q1: 72,585 shares 72,585 $5.1M 0.03% +17,696 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 47,933 shares; 2024Q3: 109,517 shares; 2024Q4: 160,212 shares; 2025Q1: 171,300 shares 171,300 $5.1M 0.03% +11,088 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 173,159 shares; 2023Q4: 189,581 shares; 2024Q1: 172,875 shares; 2024Q2: 202,076 shares; 2024Q3: 129,984 shares; 2024Q4: 147,084 shares; 2025Q1: 149,226 shares 149,226 $5.09M 0.03% +2,142 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,747 shares; 2023Q4: 2,241 shares; 2024Q1: 2,118 shares; 2024Q2: 5,416 shares; 2024Q3: 7,887 shares; 2024Q4: 11,418 shares; 2025Q1: 11,556 shares 11,556 $5.06M 0.03% +138 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,760 shares; 2023Q4: 1,857 shares; 2024Q1: 2,173 shares; 2024Q2: 7,200 shares; 2024Q3: 19,699 shares; 2024Q4: 22,424 shares; 2025Q1: 24,612 shares 24,612 $5.06M 0.03% +2,188 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 170,985 shares 170,985 $5.03M 0.03% -9,725 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,025 shares; 2024Q2: 14,805 shares; 2024Q3: 30,159 shares; 2024Q4: 42,230 shares; 2025Q1: 51,985 shares 51,985 $5.03M 0.03% +9,755 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,599 shares; 2023Q4: 9,739 shares; 2024Q1: 10,919 shares; 2024Q2: 13,906 shares; 2024Q3: 12,261 shares; 2024Q4: 12,873 shares; 2025Q1: 14,138 shares 14,138 $4.98M 0.03% +1,265 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,682 shares; 2023Q4: 49,449 shares; 2024Q1: 82,168 shares; 2024Q2: 71,267 shares; 2024Q3: 73,424 shares; 2024Q4: 74,548 shares; 2025Q1: 94,126 shares 94,126 $4.93M 0.03% +19,578 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 81,950 shares; 2023Q4: 70,294 shares; 2024Q1: 68,888 shares; 2024Q2: 72,879 shares; 2024Q3: 71,132 shares; 2024Q4: 70,706 shares; 2025Q1: 66,922 shares 66,922 $4.93M 0.03% -3,784 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 55,557 shares; 2025Q1: 63,045 shares 63,045 $4.88M 0.03% +7,488 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,021 shares; 2023Q4: 19,656 shares; 2024Q1: 12,492 shares; 2024Q2: 18,393 shares; 2024Q3: 14,507 shares; 2024Q4: 23,589 shares; 2025Q1: 19,110 shares 19,110 $4.88M 0.03% -4,479 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 106,287 shares; 2023Q4: 109,137 shares; 2024Q1: 75,434 shares; 2024Q2: 58,697 shares; 2024Q3: 57,511 shares; 2024Q4: 53,879 shares; 2025Q1: 40,023 shares 40,023 $4.88M 0.03% -13,856 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,611 shares; 2023Q4: 17,486 shares; 2024Q1: 14,927 shares; 2024Q2: 20,601 shares; 2024Q3: 18,375 shares; 2024Q4: 18,381 shares; 2025Q1: 17,874 shares 17,874 $4.87M 0.03% -507 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 65,671 shares; 2023Q4: 71,831 shares; 2024Q1: 85,738 shares; 2024Q2: 87,289 shares; 2024Q3: 85,524 shares; 2024Q4: 89,931 shares; 2025Q1: 70,623 shares 70,623 $4.87M 0.03% -19,308 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 826 shares; 2024Q2: 3,473 shares; 2024Q3: 6,246 shares; 2024Q4: 8,013 shares; 2025Q1: 8,769 shares 8,769 $4.82M 0.03% +756 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 20,557 shares 20,557 $4.8M 0.03% +859 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 211,771 shares; 2023Q4: 206,972 shares; 2024Q1: 202,595 shares; 2024Q2: 230,283 shares; 2024Q3: 181,636 shares; 2024Q4: 174,393 shares; 2025Q1: 210,656 shares 210,656 $4.78M 0.03% +36,263 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 211 shares; 2023Q4: 231 shares; 2024Q1: 255 shares; 2024Q2: 650 shares; 2024Q3: 739 shares; 2024Q4: 897 shares; 2025Q1: 1,036 shares 1,036 $4.77M 0.03% +139 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76,840 shares; 2023Q4: 75,054 shares; 2024Q1: 73,634 shares; 2024Q2: 119,793 shares; 2024Q3: 98,045 shares; 2024Q4: 103,653 shares; 2025Q1: 122,800 shares 122,800 $4.76M 0.03% +19,147 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 222,982 shares; 2023Q4: 127,543 shares; 2024Q1: 130,386 shares; 2024Q2: 138,954 shares; 2024Q3: 255,919 shares; 2024Q4: 192,899 shares; 2025Q1: 239,846 shares 239,846 $4.75M 0.03% +46,947 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 22,869 shares 22,869 $4.74M 0.03% -1,209 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 164,667 shares; 2023Q4: 165,259 shares; 2024Q1: 149,619 shares; 2024Q2: 175,296 shares; 2024Q3: 158,840 shares; 2024Q4: 140,358 shares; 2025Q1: 161,519 shares 161,519 $4.72M 0.03% +21,161 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; 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; 2025Q1: 78,368 shares 78,368 $4.71M 0.03% +2,698 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; 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; 2025Q1: 135,471 shares 135,471 $4.69M 0.03% +8,052 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; 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; 2025Q1: 73,101 shares 73,101 $4.68M 0.03% +11,004 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; 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; 2025Q1: 92,187 shares 92,187 $4.68M 0.03% +364 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; 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; 2025Q1: 76,791 shares 76,791 $4.64M 0.03% +6,972 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,302 shares; 2023Q4: 24,304 shares; 2024Q1: 22,279 shares; 2024Q2: 43,028 shares; 2024Q3: 45,453 shares; 2024Q4: 46,007 shares; 2025Q1: 44,363 shares 44,363 $4.63M 0.03% -1,644 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,994 shares; 2024Q2: 17,070 shares; 2024Q3: 17,032 shares; 2024Q4: 17,881 shares; 2025Q1: 71,009 shares 71,009 $4.63M 0.03% +53,128 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; 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; 2025Q1: 77,358 shares 77,358 $4.62M 0.03% +4,618 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,207 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75,251 shares; 2024Q3: 72,580 shares; 2024Q4: 73,068 shares; 2025Q1: 66,965 shares 66,965 $4.62M 0.03% -6,103 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; 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; 2025Q1: 34,634 shares 34,634 $4.55M 0.03% -12,617 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,100 shares; 2023Q4: 20,499 shares; 2024Q1: 21,226 shares; 2024Q2: 38,750 shares; 2024Q3: 40,085 shares; 2024Q4: 34,569 shares; 2025Q1: 43,610 shares 43,610 $4.55M 0.03% +9,041 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,650 shares 186,650 $4.53M 0.03% new Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86,126 shares; 2023Q4: 87,732 shares; 2024Q1: 118,689 shares; 2024Q2: 144,700 shares; 2024Q3: 165,751 shares; 2024Q4: 193,372 shares; 2025Q1: 203,956 shares 203,956 $4.52M 0.03% +10,584 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; 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; 2025Q1: 89,622 shares 89,622 $4.51M 0.03% +78 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 65,377 shares 65,377 $4.5M 0.03% -1,966 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 59,863 shares; 2023Q4: 73,979 shares; 2024Q1: 72,699 shares; 2024Q2: 72,419 shares; 2024Q3: 74,684 shares; 2024Q4: 224,020 shares; 2025Q1: 203,359 shares 203,359 $4.49M 0.03% -20,661 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; 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; 2025Q1: 128,545 shares 128,545 $4.49M 0.03% +12,044 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,863 shares; 2024Q1: 12,303 shares; 2024Q2: 37,994 shares; 2024Q3: 37,598 shares; 2024Q4: 61,432 shares; 2025Q1: 42,265 shares 42,265 $4.48M 0.03% -19,167 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 93,284 shares; 2023Q4: 141,046 shares; 2024Q1: 147,613 shares; 2024Q2: 108,518 shares; 2024Q3: 109,337 shares; 2024Q4: 115,304 shares; 2025Q1: 106,353 shares 106,353 $4.47M 0.03% -8,951 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48,149 shares; 2024Q2: 104,297 shares; 2024Q3: 151,749 shares; 2024Q4: 212,178 shares; 2025Q1: 214,611 shares 214,611 $4.45M 0.03% +2,433 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37,385 shares; 2024Q2: 65,549 shares; 2024Q3: 76,647 shares; 2024Q4: 86,778 shares; 2025Q1: 100,933 shares 100,933 $4.45M 0.03% +14,155 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 185,321 shares 185,321 $4.44M 0.03% +7,603 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,931 shares; 2023Q4: 10,351 shares; 2024Q1: 10,864 shares; 2024Q2: 15,217 shares; 2024Q3: 16,346 shares; 2024Q4: 18,297 shares; 2025Q1: 17,911 shares 17,911 $4.44M 0.03% -386 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,402 shares; 2023Q4: 51,143 shares; 2024Q1: 52,260 shares; 2024Q2: 60,818 shares; 2024Q3: 63,107 shares; 2024Q4: 63,624 shares; 2025Q1: 70,297 shares 70,297 $4.44M 0.03% +6,673 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 67,436 shares 67,436 $4.42M 0.03% +8,506 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 26,777 shares 26,777 $4.41M 0.03% +1,076 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,153 shares; 2023Q4: 9,231 shares; 2024Q1: 12,047 shares; 2024Q2: 16,506 shares; 2024Q3: 17,437 shares; 2024Q4: 16,860 shares; 2025Q1: 18,178 shares 18,178 $4.4M 0.03% +1,318 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,149 shares; 2023Q4: 46,306 shares; 2024Q1: 37,820 shares; 2024Q2: 49,242 shares; 2024Q3: 53,355 shares; 2024Q4: 56,782 shares; 2025Q1: 46,852 shares 46,852 $4.39M 0.03% -9,930 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,352 shares 88,352 $4.38M 0.03% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 174,756 shares; 2023Q4: 194,243 shares; 2024Q1: 218,846 shares; 2024Q2: 227,860 shares; 2024Q3: 240,712 shares; 2024Q4: 238,894 shares; 2025Q1: 223,358 shares 223,358 $4.35M 0.03% -15,536 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 220,997 shares; 2023Q4: 235,619 shares; 2024Q1: 35,214 shares; 2024Q2: 64,208 shares; 2024Q3: 60,111 shares; 2024Q4: 51,173 shares; 2025Q1: 39,315 shares 39,315 $4.34M 0.03% -11,858 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 90,047 shares; 2023Q4: 93,932 shares; 2024Q1: 60,007 shares; 2024Q2: 58,784 shares; 2024Q3: 58,898 shares; 2024Q4: 58,885 shares; 2025Q1: 58,183 shares 58,183 $4.32M 0.03% -702 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; 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; 2025Q1: 181,790 shares 181,790 $4.31M 0.03% -15,612 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,966 shares; 2023Q4: 15,136 shares; 2024Q1: 15,265 shares; 2024Q2: 32,848 shares; 2024Q3: 29,134 shares; 2024Q4: 36,416 shares; 2025Q1: 42,616 shares 42,616 $4.3M 0.03% +6,200 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 49,704 shares; 2024Q3: 47,825 shares; 2024Q4: 48,345 shares; 2025Q1: 48,565 shares 48,565 $4.27M 0.03% +220 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; 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; 2025Q1: 91,018 shares 91,018 $4.27M 0.03% +2,431 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; 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; 2025Q1: 174,067 shares 174,067 $4.26M 0.03% +5,178 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,231 shares; 2023Q4: 45,723 shares; 2024Q1: 35,696 shares; 2024Q2: 36,512 shares; 2024Q3: 27,845 shares; 2024Q4: 36,062 shares; 2025Q1: 28,214 shares 28,214 $4.26M 0.03% -7,848 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,018 shares; 2023Q4: 27,348 shares; 2024Q1: 28,471 shares; 2024Q2: 57,116 shares; 2024Q3: 58,615 shares; 2024Q4: 50,364 shares; 2025Q1: 65,716 shares 65,716 $4.25M 0.03% +15,352 LTTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205,181 shares 205,181 $4.24M 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,925 shares; 2024Q3: 16,606 shares; 2024Q4: 13,806 shares; 2025Q1: 15,926 shares 15,926 $4.22M 0.03% +2,120 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,899 shares; 2024Q2: 17,050 shares; 2024Q3: 53,726 shares; 2024Q4: 100,384 shares; 2025Q1: 136,944 shares 136,944 $4.22M 0.03% +36,560 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,364 shares; 2023Q4: 1,492 shares; 2024Q1: 1,479 shares; 2024Q2: 2,159 shares; 2024Q3: 2,000 shares; 2024Q4: 1,999 shares; 2025Q1: 2,154 shares 2,154 $4.2M 0.03% +155 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,407 shares; 2023Q4: 24,847 shares; 2024Q1: 27,713 shares; 2024Q2: 54,798 shares; 2024Q3: 60,718 shares; 2024Q4: 82,740 shares; 2025Q1: 99,786 shares 99,786 $4.17M 0.03% +17,046 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,913 shares; 2023Q4: 13,421 shares; 2024Q1: 71,772 shares; 2024Q2: 71,567 shares; 2024Q3: 70,948 shares; 2024Q4: 69,561 shares; 2025Q1: 78,704 shares 78,704 $4.16M 0.03% +9,143 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,895 shares; 2023Q4: 16,618 shares; 2024Q1: 13,743 shares; 2024Q2: 22,403 shares; 2024Q3: 23,441 shares; 2024Q4: 23,820 shares; 2025Q1: 26,857 shares 26,857 $4.14M 0.03% +3,037 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; 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; 2025Q1: 62,285 shares 62,285 $4.14M 0.03% +1,342 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; 2023Q2: restricted; 2023Q3: 510 shares; 2023Q4: 513 shares; 2024Q1: 561 shares; 2024Q2: 4,417 shares; 2024Q3: 4,168 shares; 2024Q4: 4,231 shares; 2025Q1: 4,178 shares 4,178 $4.13M 0.03% -53 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72,738 shares; 2023Q4: 93,193 shares; 2024Q1: 124,004 shares; 2024Q2: 184,718 shares; 2024Q3: 103,237 shares; 2024Q4: 105,866 shares; 2025Q1: 186,070 shares 186,070 $4.12M 0.03% +80,204 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,608 shares; 2023Q4: 1,717 shares; 2024Q1: 1,731 shares; 2024Q2: 3,334 shares; 2024Q3: 8,322 shares; 2024Q4: 15,636 shares; 2025Q1: 18,069 shares 18,069 $4.12M 0.02% +2,433 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 101,082 shares; 2024Q3: 105,735 shares; 2024Q4: 150,381 shares; 2025Q1: 176,231 shares 176,231 $4.1M 0.02% +25,850 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; 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; 2025Q1: 16,111 shares 16,111 $4.1M 0.02% +1,105 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100,230 shares; 2023Q4: 93,027 shares; 2024Q1: 93,514 shares; 2024Q2: 81,389 shares; 2024Q3: 100,048 shares; 2024Q4: 104,630 shares; 2025Q1: 126,426 shares 126,426 $4.09M 0.02% +21,796 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,166 shares; 2023Q4: 1,304 shares; 2024Q1: 1,384 shares; 2024Q2: 1,986 shares; 2024Q3: 2,178 shares; 2024Q4: 2,625 shares; 2025Q1: 2,851 shares 2,851 $4.08M 0.02% +226 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,830 shares; 2023Q4: 25,192 shares; 2024Q1: 22,807 shares; 2024Q2: 38,478 shares; 2024Q3: 40,796 shares; 2024Q4: 40,728 shares; 2025Q1: 46,955 shares 46,955 $4.08M 0.02% +6,227 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,913 shares 115,913 $4.08M 0.02% new 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; 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; 2025Q1: 19,456 shares 19,456 $4.07M 0.02% +1,419 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,424 shares; 2023Q4: 4,292 shares; 2024Q1: 5,228 shares; 2024Q2: 72,041 shares; 2024Q3: 78,420 shares; 2024Q4: 76,357 shares; 2025Q1: 79,711 shares 79,711 $4.07M 0.02% +3,354 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; 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; 2025Q1: 21,318 shares 21,318 $4.05M 0.02% +762 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 157,684 shares; 2023Q4: 112,974 shares; 2024Q1: 95,329 shares; 2024Q2: 83,848 shares; 2024Q3: 55,210 shares; 2024Q4: 49,640 shares; 2025Q1: 49,591 shares 49,591 $4.05M 0.02% -49 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,544 shares; 2024Q3: 26,756 shares; 2024Q4: 111,488 shares; 2025Q1: 169,471 shares 169,471 $4.03M 0.02% +57,983 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,396 shares; 2023Q4: 36,477 shares; 2024Q1: 35,056 shares; 2024Q2: 40,809 shares; 2024Q3: 41,684 shares; 2024Q4: 42,526 shares; 2025Q1: 42,081 shares 42,081 $4.02M 0.02% -445 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,692 shares; 2023Q4: 16,031 shares; 2024Q1: 16,616 shares; 2024Q2: 19,727 shares; 2024Q3: 19,782 shares; 2024Q4: 21,926 shares; 2025Q1: 36,676 shares 36,676 $3.98M 0.02% +14,750 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,815 shares; 2024Q2: not reported; 2024Q3: 5,629 shares; 2024Q4: 44,197 shares; 2025Q1: 65,941 shares 65,941 $3.94M 0.02% +21,744 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 64,180 shares; 2023Q4: 94,172 shares; 2024Q1: 94,182 shares; 2024Q2: 68,020 shares; 2024Q3: 71,736 shares; 2024Q4: 87,346 shares; 2025Q1: 95,809 shares 95,809 $3.93M 0.02% +8,463 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 147,185 shares; 2023Q4: 151,967 shares; 2024Q1: 135,103 shares; 2024Q2: 129,945 shares; 2024Q3: 126,216 shares; 2024Q4: 119,070 shares; 2025Q1: 126,691 shares 126,691 $3.93M 0.02% +7,621 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; 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; 2025Q1: 16,592 shares 16,592 $3.93M 0.02% +31 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; 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; 2025Q1: 38,170 shares 38,170 $3.9M 0.02% +147 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,454 shares; 2023Q4: 3,640 shares; 2024Q1: 4,467 shares; 2024Q2: 7,194 shares; 2024Q3: 4,629 shares; 2024Q4: 4,360 shares; 2025Q1: 9,083 shares 9,083 $3.9M 0.02% +4,723 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 78,944 shares; 2023Q4: 77,089 shares; 2024Q1: 78,584 shares; 2024Q2: 73,420 shares; 2024Q3: 75,725 shares; 2024Q4: 79,191 shares; 2025Q1: 65,087 shares 65,087 $3.88M 0.02% -14,104