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; 2024Q3: 3,902,832 shares; 2024Q4: 15,371,381 shares; 2025Q1: 14,887,267 shares; 2025Q2: 15,205,975 shares; 2025Q3: 15,014,311 shares; 2025Q4: 14,890,533 shares; 2026Q1: 15,031,527 shares; 2026Q2: 14,951,817 shares 14,951,817 $506M 12.59% -79,710 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; 2024Q3: 3,306,600 shares; 2024Q4: 9,927,842 shares; 2025Q1: 10,027,280 shares; 2025Q2: 9,946,200 shares; 2025Q3: 10,079,785 shares; 2025Q4: 10,187,907 shares; 2026Q1: 10,217,486 shares; 2026Q2: 10,212,910 shares 10,212,910 $356M 8.85% -4,576 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,773,144 shares; 2024Q4: 5,960,505 shares; 2025Q1: 6,440,391 shares; 2025Q2: 6,279,163 shares; 2025Q3: 6,677,104 shares; 2025Q4: 7,198,276 shares; 2026Q1: 7,317,057 shares; 2026Q2: 7,624,824 shares 7,624,824 $211M 5.26% +307,767 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; 2024Q3: 3,135,279 shares; 2024Q4: 6,511,229 shares; 2025Q1: 6,787,890 shares; 2025Q2: 6,987,851 shares; 2025Q3: 7,183,067 shares; 2025Q4: 7,447,340 shares; 2026Q1: 7,710,661 shares; 2026Q2: 7,975,307 shares 7,975,307 $184M 4.59% +264,646 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; 2024Q3: 3,105,998 shares; 2024Q4: 9,380,983 shares; 2025Q1: 9,634,773 shares; 2025Q2: 9,459,398 shares; 2025Q3: 9,739,675 shares; 2025Q4: 10,106,223 shares; 2026Q1: 5,507,557 shares; 2026Q2: 5,394,015 shares 5,394,015 $171M 4.26% -113,542 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,787,833 shares; 2026Q2: 1,924,120 shares 1,924,120 $155M 3.85% +136,287 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,673 shares; 2024Q4: 604,912 shares; 2025Q1: 747,202 shares; 2025Q2: 1,302,392 shares; 2025Q3: 2,251,106 shares; 2025Q4: 2,329,725 shares; 2026Q1: 2,433,536 shares; 2026Q2: 2,518,715 shares 2,518,715 $122M 3.03% +85,179 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; 2024Q3: 3,547,183 shares; 2024Q4: 3,610,306 shares; 2025Q1: 3,717,179 shares; 2025Q2: 3,837,974 shares; 2025Q3: 4,028,364 shares; 2025Q4: 4,191,106 shares; 2026Q1: 4,314,262 shares; 2026Q2: 4,547,125 shares 4,547,125 $119M 2.97% +232,863 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848,684 shares; 2024Q4: 860,368 shares; 2025Q1: 817,595 shares; 2025Q2: 797,593 shares; 2025Q3: 831,724 shares; 2025Q4: 858,771 shares; 2026Q1: 862,566 shares; 2026Q2: 864,456 shares 864,456 $108M 2.68% +1,890 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,556 shares; 2024Q4: 453,876 shares; 2025Q1: 452,778 shares; 2025Q2: 544,776 shares; 2025Q3: 1,050,626 shares; 2025Q4: 1,108,899 shares; 2026Q1: 1,076,937 shares; 2026Q2: 1,065,277 shares 1,065,277 $103M 2.56% -11,660 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619,894 shares; 2024Q4: 1,922,233 shares; 2025Q1: 2,074,367 shares; 2025Q2: 2,394,331 shares; 2025Q3: 2,366,018 shares; 2025Q4: 2,264,574 shares; 2026Q1: 2,300,372 shares; 2026Q2: 2,270,916 shares 2,270,916 $92.4M 2.3% -29,456 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,586 shares; 2024Q4: 338,411 shares; 2025Q1: 412,142 shares; 2025Q2: 472,930 shares; 2025Q3: 834,328 shares; 2025Q4: 893,442 shares; 2026Q1: 918,268 shares; 2026Q2: 952,267 shares 952,267 $90.3M 2.25% +33,999 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; 2024Q3: 277,158 shares; 2024Q4: 409,843 shares; 2025Q1: 548,534 shares; 2025Q2: 902,479 shares; 2025Q3: 1,582,620 shares; 2025Q4: 1,626,978 shares; 2026Q1: 1,674,613 shares; 2026Q2: 1,725,261 shares 1,725,261 $81M 2.02% +50,648 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,682 shares; 2024Q4: 494,780 shares; 2025Q1: 539,662 shares; 2025Q2: 614,401 shares; 2025Q3: 1,160,184 shares; 2025Q4: 1,251,400 shares; 2026Q1: 1,241,164 shares; 2026Q2: 1,335,459 shares 1,335,459 $67.6M 1.68% +94,295 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,359 shares; 2024Q4: 301,081 shares; 2025Q1: 307,106 shares; 2025Q2: 170,139 shares; 2025Q3: 458,812 shares; 2025Q4: 502,707 shares; 2026Q1: 495,654 shares; 2026Q2: 537,122 shares 537,122 $57.8M 1.44% +41,468 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,452 shares; 2024Q4: 67,763 shares; 2025Q1: 90,269 shares; 2025Q2: 81,050 shares; 2025Q3: 78,771 shares; 2025Q4: 72,138 shares; 2026Q1: 92,599 shares; 2026Q2: 362,455 shares 362,455 $45M 1.12% +269,856 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,377 shares; 2024Q4: 3,276 shares; 2025Q1: 3,379 shares; 2025Q2: 3,712 shares; 2025Q3: 3,828 shares; 2025Q4: 3,775 shares; 2026Q1: 64,918 shares; 2026Q2: 64,219 shares 64,219 $44.1M 1.1% -699 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; 2024Q3: 722,201 shares; 2024Q4: 650,029 shares; 2025Q1: 639,192 shares; 2025Q2: 836,330 shares; 2025Q3: 899,949 shares; 2025Q4: 854,387 shares; 2026Q1: 842,907 shares; 2026Q2: 837,252 shares 837,252 $43M 1.07% -5,655 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,240 shares; 2024Q4: 158,632 shares; 2025Q1: 135,488 shares; 2025Q2: 137,824 shares; 2025Q3: 148,149 shares; 2025Q4: 147,060 shares; 2026Q1: 147,675 shares; 2026Q2: 146,753 shares 146,753 $42.5M 1.06% -922 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; 2024Q3: 357,881 shares; 2024Q4: 375,669 shares; 2025Q1: 360,275 shares; 2025Q2: 271,280 shares; 2025Q3: 292,254 shares; 2025Q4: 317,341 shares; 2026Q1: 333,499 shares; 2026Q2: 352,536 shares 352,536 $42M 1.05% +19,037 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,031,553 shares; 2024Q4: 2,004,704 shares; 2025Q1: 2,244,942 shares; 2025Q2: 2,729,665 shares; 2025Q3: 1,706,229 shares; 2025Q4: 1,662,419 shares; 2026Q1: 1,681,599 shares; 2026Q2: 1,646,129 shares 1,646,129 $41.9M 1.04% -35,470 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,182 shares; 2024Q4: 292,163 shares; 2025Q1: 215,528 shares; 2025Q2: 218,441 shares; 2025Q3: 245,430 shares; 2025Q4: 288,467 shares; 2026Q1: 321,914 shares; 2026Q2: 347,928 shares 347,928 $39M 0.97% +26,014 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; 2024Q3: 965,147 shares; 2024Q4: 979,790 shares; 2025Q1: 1,000,981 shares; 2025Q2: 976,751 shares; 2025Q3: 965,273 shares; 2025Q4: 942,845 shares; 2026Q1: 937,466 shares; 2026Q2: 929,340 shares 929,340 $38.3M 0.95% -8,126 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,112 shares; 2024Q4: 420,525 shares; 2025Q1: 423,683 shares; 2025Q2: 479,200 shares; 2025Q3: 469,621 shares; 2025Q4: 447,460 shares; 2026Q1: 449,329 shares; 2026Q2: 445,380 shares 445,380 $38.1M 0.95% -3,949 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,816 shares; 2024Q4: 166,922 shares; 2025Q1: 170,636 shares; 2025Q2: 237,140 shares; 2025Q3: 234,504 shares; 2025Q4: 225,257 shares; 2026Q1: 174,460 shares; 2026Q2: 153,420 shares 153,420 $36.3M 0.9% -21,040 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; 2024Q3: 465,510 shares; 2024Q4: 452,649 shares; 2025Q1: 509,504 shares; 2025Q2: 580,273 shares; 2025Q3: 562,989 shares; 2025Q4: 540,007 shares; 2026Q1: 544,900 shares; 2026Q2: 509,111 shares 509,111 $30.9M 0.77% -35,789 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,628 shares; 2024Q4: 133,772 shares; 2025Q1: 165,007 shares; 2025Q2: 196,354 shares; 2025Q3: 190,149 shares; 2025Q4: 186,086 shares; 2026Q1: 187,275 shares; 2026Q2: 179,987 shares 179,987 $24.8M 0.62% -7,288 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; 2024Q3: 337,719 shares; 2024Q4: 344,053 shares; 2025Q1: 362,227 shares; 2025Q2: 359,425 shares; 2025Q3: 388,750 shares; 2025Q4: 385,563 shares; 2026Q1: 395,348 shares; 2026Q2: 415,889 shares 415,889 $23.5M 0.58% +20,541 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,259 shares; 2024Q4: 17,121 shares; 2025Q1: 32,887 shares; 2025Q2: 55,291 shares; 2025Q3: 53,922 shares; 2025Q4: 54,063 shares; 2026Q1: 54,775 shares; 2026Q2: 51,994 shares 51,994 $20.5M 0.51% -2,781 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,659 shares; 2024Q4: 136,802 shares; 2025Q1: 153,312 shares; 2025Q2: 202,222 shares; 2025Q3: 196,682 shares; 2025Q4: 188,433 shares; 2026Q1: 183,763 shares; 2026Q2: 176,693 shares 176,693 $19.3M 0.48% -7,070 Timeline VTEI 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; 2024Q3: not reported; 2024Q4: 5,899 shares; 2025Q1: 20,646 shares; 2025Q2: 171,041 shares; 2025Q3: 168,978 shares; 2025Q4: 159,973 shares; 2026Q1: 190,307 shares; 2026Q2: 187,307 shares 187,307 $18.9M 0.47% -3,000 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,088 shares; 2024Q4: 44,714 shares; 2025Q1: 40,883 shares; 2025Q2: 42,266 shares; 2025Q3: 46,009 shares; 2025Q4: 41,553 shares; 2026Q1: 51,692 shares; 2026Q2: 50,409 shares 50,409 $18.8M 0.47% -1,283 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,333 shares; 2024Q4: 54,148 shares; 2025Q1: 56,315 shares; 2025Q2: 114,285 shares; 2025Q3: 111,756 shares; 2025Q4: 107,419 shares; 2026Q1: 114,135 shares; 2026Q2: 111,409 shares 111,409 $18.3M 0.46% -2,726 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,600 shares; 2024Q4: 189,611 shares; 2025Q1: 197,155 shares; 2025Q2: 191,966 shares; 2025Q3: 195,956 shares; 2025Q4: 192,958 shares; 2026Q1: 190,877 shares; 2026Q2: 193,578 shares 193,578 $18.1M 0.45% +2,701 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; 2024Q3: 30,561 shares; 2024Q4: 29,883 shares; 2025Q1: 37,187 shares; 2025Q2: 55,539 shares; 2025Q3: 54,585 shares; 2025Q4: 51,022 shares; 2026Q1: 50,527 shares; 2026Q2: 49,306 shares 49,306 $18M 0.45% -1,221 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,235 shares; 2024Q4: 56,600 shares; 2025Q1: 56,536 shares; 2025Q2: 62,037 shares; 2025Q3: 93,958 shares; 2025Q4: 94,227 shares; 2026Q1: 92,691 shares; 2026Q2: 88,322 shares 88,322 $17.7M 0.44% -4,369 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; 2024Q3: not reported; 2024Q4: 38,273 shares; 2025Q1: 284,203 shares; 2025Q2: 506,684 shares; 2025Q3: 492,014 shares; 2025Q4: 467,819 shares; 2026Q1: 454,437 shares; 2026Q2: 426,473 shares 426,473 $17.1M 0.43% -27,964 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,965 shares; 2024Q4: 55,352 shares; 2025Q1: 52,524 shares; 2025Q2: 53,188 shares; 2025Q3: 47,446 shares; 2025Q4: 46,968 shares; 2026Q1: 45,911 shares; 2026Q2: 44,787 shares 44,787 $16.9M 0.42% -1,124 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,772 shares; 2024Q4: 53,274 shares; 2025Q1: 51,598 shares; 2025Q2: 52,525 shares; 2025Q3: 51,684 shares; 2025Q4: 51,183 shares; 2026Q1: 50,447 shares; 2026Q2: 50,234 shares 50,234 $16.4M 0.41% -213 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,009 shares; 2024Q4: 20,143 shares; 2025Q1: 23,599 shares; 2025Q2: 24,427 shares; 2025Q3: 23,744 shares; 2025Q4: 23,922 shares; 2026Q1: 25,296 shares; 2026Q2: 25,402 shares 25,402 $16.1M 0.4% +106 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,215 shares; 2024Q4: 151,986 shares; 2025Q1: 141,098 shares; 2025Q2: 144,679 shares; 2025Q3: 145,478 shares; 2025Q4: 144,312 shares; 2026Q1: 140,202 shares; 2026Q2: 137,106 shares 137,106 $16.1M 0.4% -3,096 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,171 shares; 2024Q4: 75,898 shares; 2025Q1: 144,803 shares; 2025Q2: 123,567 shares; 2025Q3: 116,981 shares; 2025Q4: 114,388 shares; 2026Q1: 111,789 shares; 2026Q2: 107,070 shares 107,070 $15.7M 0.39% -4,719 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,871 shares; 2024Q4: 60,324 shares; 2025Q1: 57,019 shares; 2025Q2: 57,305 shares; 2025Q3: 57,846 shares; 2025Q4: 57,589 shares; 2026Q1: 60,872 shares; 2026Q2: 61,376 shares 61,376 $15.4M 0.38% +504 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; 2024Q3: not reported; 2024Q4: 20,473 shares; 2025Q1: 271,525 shares; 2025Q2: 428,597 shares; 2025Q3: 420,357 shares; 2025Q4: 420,408 shares; 2026Q1: 413,787 shares; 2026Q2: 393,241 shares 393,241 $15.3M 0.38% -20,546 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; 2024Q3: 164,282 shares; 2024Q4: 170,451 shares; 2025Q1: 174,122 shares; 2025Q2: 174,083 shares; 2025Q3: 178,388 shares; 2025Q4: 180,273 shares; 2026Q1: 173,037 shares; 2026Q2: 171,923 shares 171,923 $14M 0.35% -1,114 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; 2024Q3: 45,342 shares; 2024Q4: 46,617 shares; 2025Q1: 48,091 shares; 2025Q2: 49,239 shares; 2025Q3: 50,976 shares; 2025Q4: 51,577 shares; 2026Q1: 47,307 shares; 2026Q2: 46,385 shares 46,385 $13.8M 0.34% -922 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,945 shares; 2024Q4: 138,793 shares; 2025Q1: 141,195 shares; 2025Q2: 284,692 shares; 2025Q3: 279,017 shares; 2025Q4: 282,709 shares; 2026Q1: 284,389 shares; 2026Q2: 286,202 shares 286,202 $13.7M 0.34% +1,813 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; 2024Q3: 77,305 shares; 2024Q4: 79,437 shares; 2025Q1: 80,985 shares; 2025Q2: 83,789 shares; 2025Q3: 87,327 shares; 2025Q4: 89,184 shares; 2026Q1: 98,224 shares; 2026Q2: 100,232 shares 100,232 $13.7M 0.34% +2,008 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; 2024Q3: 25,208 shares; 2024Q4: 24,467 shares; 2025Q1: 29,771 shares; 2025Q2: 48,897 shares; 2025Q3: 48,104 shares; 2025Q4: 45,816 shares; 2026Q1: 45,734 shares; 2026Q2: 44,532 shares 44,532 $13.6M 0.34% -1,202 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,761 shares; 2024Q4: 230,089 shares; 2025Q1: 230,750 shares; 2025Q2: 231,520 shares; 2025Q3: 232,660 shares; 2025Q4: 227,248 shares; 2026Q1: 233,065 shares; 2026Q2: 235,598 shares 235,598 $13.3M 0.33% +2,533 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,991 shares; 2024Q4: 81,404 shares; 2025Q1: 92,798 shares; 2025Q2: 101,408 shares; 2025Q3: 109,670 shares; 2025Q4: 111,587 shares; 2026Q1: 98,512 shares; 2026Q2: 100,354 shares 100,354 $12.9M 0.32% +1,842 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,758 shares; 2024Q4: 25,022 shares; 2025Q1: 47,489 shares; 2025Q2: 48,407 shares; 2025Q3: 50,299 shares; 2025Q4: 50,996 shares; 2026Q1: 53,248 shares; 2026Q2: 52,660 shares 52,660 $12.6M 0.31% -588 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,430 shares; 2024Q4: 164,602 shares; 2025Q1: 160,241 shares; 2025Q2: 173,126 shares; 2025Q3: 162,186 shares; 2025Q4: 154,915 shares; 2026Q1: 150,955 shares; 2026Q2: 148,599 shares 148,599 $12.3M 0.31% -2,356 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,123 shares; 2024Q4: 43,238 shares; 2025Q1: 44,955 shares; 2025Q2: 47,269 shares; 2025Q3: 48,897 shares; 2025Q4: 48,455 shares; 2026Q1: 43,955 shares; 2026Q2: 45,393 shares 45,393 $11.5M 0.29% +1,438 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,663 shares; 2024Q4: 285,291 shares; 2025Q1: 278,535 shares; 2025Q2: 274,880 shares; 2025Q3: 265,531 shares; 2025Q4: 217,376 shares; 2026Q1: 206,723 shares; 2026Q2: 192,975 shares 192,975 $11.5M 0.29% -13,748 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,856 shares; 2024Q4: 272,927 shares; 2025Q1: 269,107 shares; 2025Q2: 258,972 shares; 2025Q3: 247,831 shares; 2025Q4: 228,113 shares; 2026Q1: 215,876 shares; 2026Q2: 211,128 shares 211,128 $11.1M 0.28% -4,748 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,524 shares; 2024Q4: 23,533 shares; 2025Q1: 23,775 shares; 2025Q2: 157,679 shares; 2025Q3: 163,165 shares; 2025Q4: 159,807 shares; 2026Q1: 279,200 shares; 2026Q2: 282,628 shares 282,628 $11.1M 0.28% +3,428 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,640 shares; 2024Q4: 14,546 shares; 2025Q1: 14,557 shares; 2025Q2: 15,647 shares; 2025Q3: 15,044 shares; 2025Q4: 14,934 shares; 2026Q1: 14,389 shares; 2026Q2: 14,244 shares 14,244 $10.6M 0.26% -145 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,355 shares; 2024Q4: 328,858 shares; 2025Q1: 329,849 shares; 2025Q2: 342,410 shares; 2025Q3: 197,643 shares; 2025Q4: 167,591 shares; 2026Q1: 211,755 shares; 2026Q2: 206,107 shares 206,107 $10.6M 0.26% -5,648 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; 2024Q3: 41,747 shares; 2024Q4: 42,371 shares; 2025Q1: 44,800 shares; 2025Q2: 45,440 shares; 2025Q3: 45,916 shares; 2025Q4: 45,257 shares; 2026Q1: 41,733 shares; 2026Q2: 40,467 shares 40,467 $10.5M 0.26% -1,266 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; 2024Q3: 579,863 shares; 2024Q4: 572,251 shares; 2025Q1: 569,330 shares; 2025Q2: 549,710 shares; 2025Q3: 415,590 shares; 2025Q4: 301,378 shares; 2026Q1: 261,521 shares; 2026Q2: 236,925 shares 236,925 $10.5M 0.26% -24,596 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,702 shares; 2024Q4: 26,404 shares; 2025Q1: 26,659 shares; 2025Q2: 29,147 shares; 2025Q3: 30,483 shares; 2025Q4: 31,015 shares; 2026Q1: 28,617 shares; 2026Q2: 28,579 shares 28,579 $10.3M 0.26% -38 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; 2024Q3: 42,249 shares; 2024Q4: 41,960 shares; 2025Q1: 37,041 shares; 2025Q2: 36,701 shares; 2025Q3: 37,689 shares; 2025Q4: 37,050 shares; 2026Q1: 36,587 shares; 2026Q2: 36,526 shares 36,526 $10.3M 0.26% -61 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,435 shares; 2024Q4: 57,810 shares; 2025Q1: 59,090 shares; 2025Q2: 61,347 shares; 2025Q3: 64,526 shares; 2025Q4: 64,859 shares; 2026Q1: 61,302 shares; 2026Q2: 61,279 shares 61,279 $10.2M 0.25% -23 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,989 shares; 2025Q1: 84,092 shares; 2025Q2: 94,830 shares; 2025Q3: 91,636 shares; 2025Q4: 91,082 shares; 2026Q1: 105,266 shares; 2026Q2: 100,328 shares 100,328 $10.1M 0.25% -4,938 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; 2024Q3: 44,111 shares; 2024Q4: 42,318 shares; 2025Q1: 46,340 shares; 2025Q2: 56,355 shares; 2025Q3: 54,309 shares; 2025Q4: 53,313 shares; 2026Q1: 52,399 shares; 2026Q2: 50,008 shares 50,008 $9.88M 0.25% -2,391 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,924 shares; 2024Q4: 26,777 shares; 2025Q1: 27,696 shares; 2025Q2: 29,131 shares; 2025Q3: 30,435 shares; 2025Q4: 31,165 shares; 2026Q1: 28,833 shares; 2026Q2: 27,942 shares 27,942 $9.85M 0.25% -891 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,409 shares; 2024Q4: 10,700 shares; 2025Q1: 10,051 shares; 2025Q2: 4,373 shares; 2025Q3: 4,727 shares; 2025Q4: 10,692 shares; 2026Q1: 10,247 shares; 2026Q2: 10,203 shares 10,203 $9.54M 0.24% -44 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,374 shares; 2024Q4: 21,337 shares; 2025Q1: 23,114 shares; 2025Q2: 25,052 shares; 2025Q3: 25,760 shares; 2025Q4: 25,501 shares; 2026Q1: 25,700 shares; 2026Q2: 26,604 shares 26,604 $9.51M 0.24% +904 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,584 shares; 2024Q4: 66,446 shares; 2025Q1: 69,191 shares; 2025Q2: 71,089 shares; 2025Q3: 68,374 shares; 2025Q4: 70,271 shares; 2026Q1: 61,065 shares; 2026Q2: 58,200 shares 58,200 $9.2M 0.23% -2,865 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; 2024Q3: 16,167 shares; 2024Q4: 15,449 shares; 2025Q1: 14,225 shares; 2025Q2: 14,340 shares; 2025Q3: 14,137 shares; 2025Q4: 14,572 shares; 2026Q1: 17,100 shares; 2026Q2: 18,004 shares 18,004 $9.01M 0.22% +904 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; 2024Q3: 47,044 shares; 2024Q4: 44,064 shares; 2025Q1: 43,670 shares; 2025Q2: 42,269 shares; 2025Q3: 41,878 shares; 2025Q4: 41,116 shares; 2026Q1: 41,301 shares; 2026Q2: 41,266 shares 41,266 $8.99M 0.22% -35 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,683 shares; 2024Q4: 194,656 shares; 2025Q1: 202,605 shares; 2025Q2: 201,747 shares; 2025Q3: 213,828 shares; 2025Q4: 221,191 shares; 2026Q1: 210,476 shares; 2026Q2: 209,873 shares 209,873 $8.89M 0.22% -603 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; 2024Q3: 11,410 shares; 2024Q4: 11,745 shares; 2025Q1: 12,574 shares; 2025Q2: 12,706 shares; 2025Q3: 19,324 shares; 2025Q4: 19,268 shares; 2026Q1: 16,394 shares; 2026Q2: 16,786 shares 16,786 $8.55M 0.21% +392 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; 2024Q3: 115,519 shares; 2024Q4: 112,307 shares; 2025Q1: 119,042 shares; 2025Q2: 115,761 shares; 2025Q3: 110,623 shares; 2025Q4: 107,148 shares; 2026Q1: 112,934 shares; 2026Q2: 110,820 shares 110,820 $8.5M 0.21% -2,114 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,633 shares; 2024Q4: 4,804 shares; 2025Q1: 5,342 shares; 2025Q2: 5,574 shares; 2025Q3: 6,037 shares; 2025Q4: 6,054 shares; 2026Q1: 6,284 shares; 2026Q2: 6,678 shares 6,678 $8.01M 0.2% +394 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; 2024Q3: 116,574 shares; 2024Q4: 120,198 shares; 2025Q1: 117,279 shares; 2025Q2: 121,290 shares; 2025Q3: 124,688 shares; 2025Q4: 122,545 shares; 2026Q1: 123,594 shares; 2026Q2: 127,408 shares 127,408 $8M 0.2% +3,814 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,490 shares; 2024Q4: 54,385 shares; 2025Q1: 52,214 shares; 2025Q2: 51,159 shares; 2025Q3: 52,629 shares; 2025Q4: 51,481 shares; 2026Q1: 53,904 shares; 2026Q2: 53,525 shares 53,525 $7.85M 0.2% -379 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,336 shares; 2024Q4: 114,908 shares; 2025Q1: 110,348 shares; 2025Q2: 117,757 shares; 2025Q3: 115,156 shares; 2025Q4: 117,022 shares; 2026Q1: 105,325 shares; 2026Q2: 104,327 shares 104,327 $7.51M 0.19% -998 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,564 shares; 2024Q4: 102,397 shares; 2025Q1: 92,538 shares; 2025Q2: 90,385 shares; 2025Q3: 84,813 shares; 2025Q4: 80,970 shares; 2026Q1: 76,250 shares; 2026Q2: 75,355 shares 75,355 $7.46M 0.19% -895 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,502 shares; 2024Q4: 6,267 shares; 2025Q1: 6,406 shares; 2025Q2: 6,422 shares; 2025Q3: 6,336 shares; 2025Q4: 6,849 shares; 2026Q1: 6,850 shares; 2026Q2: 6,977 shares 6,977 $7.43M 0.18% +127 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,896 shares; 2024Q4: 87,153 shares; 2025Q1: 93,285 shares; 2025Q2: 102,944 shares; 2025Q3: 102,565 shares; 2025Q4: 96,063 shares; 2026Q1: 96,298 shares; 2026Q2: 96,419 shares 96,419 $7.38M 0.18% +121 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,607 shares; 2024Q4: 14,453 shares; 2025Q1: 14,614 shares; 2025Q2: 15,518 shares; 2025Q3: 15,902 shares; 2025Q4: 16,002 shares; 2026Q1: 16,115 shares; 2026Q2: 16,735 shares 16,735 $7.04M 0.18% +620 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,737 shares; 2024Q4: 9,706 shares; 2025Q1: 10,267 shares; 2025Q2: 10,607 shares; 2025Q3: 11,729 shares; 2025Q4: 12,017 shares; 2026Q1: 12,043 shares; 2026Q2: 9,155 shares 9,155 $6.74M 0.17% -2,888 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; 2024Q3: 3,355 shares; 2024Q4: 3,158 shares; 2025Q1: 3,763 shares; 2025Q2: 3,428 shares; 2025Q3: 3,510 shares; 2025Q4: 2,258 shares; 2026Q1: 7,079 shares; 2026Q2: 55,364 shares 55,364 $6.62M 0.16% +48,285 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,986 shares; 2024Q4: 35,083 shares; 2025Q1: 33,834 shares; 2025Q2: 33,398 shares; 2025Q3: 32,165 shares; 2025Q4: 32,115 shares; 2026Q1: 30,585 shares; 2026Q2: 29,847 shares 29,847 $6.6M 0.16% -738 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,837 shares; 2024Q4: 48,292 shares; 2025Q1: 53,689 shares; 2025Q2: 55,787 shares; 2025Q3: 56,271 shares; 2025Q4: 62,583 shares; 2026Q1: 46,062 shares; 2026Q2: 46,910 shares 46,910 $6.35M 0.16% +848 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,439 shares; 2024Q4: 33,336 shares; 2025Q1: 32,435 shares; 2025Q2: 31,970 shares; 2025Q3: 31,215 shares; 2025Q4: 30,991 shares; 2026Q1: 61,638 shares; 2026Q2: 60,648 shares 60,648 $6.3M 0.16% -990 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; 2024Q3: 7,548 shares; 2024Q4: 9,375 shares; 2025Q1: 11,464 shares; 2025Q2: 12,576 shares; 2025Q3: 12,139 shares; 2025Q4: 12,057 shares; 2026Q1: 11,212 shares; 2026Q2: 10,701 shares 10,701 $6.22M 0.15% -511 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; 2024Q3: 116,315 shares; 2024Q4: 116,363 shares; 2025Q1: 108,746 shares; 2025Q2: 111,321 shares; 2025Q3: 111,464 shares; 2025Q4: 111,058 shares; 2026Q1: 107,237 shares; 2026Q2: 105,423 shares 105,423 $6.01M 0.15% -1,814 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,017 shares; 2024Q4: 247,607 shares; 2025Q1: 259,725 shares; 2025Q2: 308,603 shares; 2025Q3: 241,576 shares; 2025Q4: 253,886 shares; 2026Q1: 241,169 shares; 2026Q2: 237,765 shares 237,765 $5.73M 0.14% -3,404 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,717 shares; 2024Q4: 3,847 shares; 2025Q1: 4,091 shares; 2025Q2: 4,091 shares; 2025Q3: 4,091 shares; 2025Q4: 7,176 shares; 2026Q1: 7,176 shares; 2026Q2: 7,176 shares 7,176 $5.7M 0.14% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,638 shares; 2024Q4: 38,999 shares; 2025Q1: 42,455 shares; 2025Q2: 47,445 shares; 2025Q3: 47,869 shares; 2025Q4: 59,908 shares; 2026Q1: 51,129 shares; 2026Q2: 51,893 shares 51,893 $5.58M 0.14% +764 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; 2024Q3: 10,130 shares; 2024Q4: 10,124 shares; 2025Q1: 9,004 shares; 2025Q2: 9,206 shares; 2025Q3: 8,902 shares; 2025Q4: 8,899 shares; 2026Q1: 8,999 shares; 2026Q2: 7,182 shares 7,182 $5.19M 0.13% -1,817 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; 2024Q3: 32,328 shares; 2024Q4: 33,457 shares; 2025Q1: 35,394 shares; 2025Q2: 36,702 shares; 2025Q3: 37,999 shares; 2025Q4: 40,460 shares; 2026Q1: 40,066 shares; 2026Q2: 39,691 shares 39,691 $5.15M 0.13% -375 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,751 shares; 2024Q4: 101,526 shares; 2025Q1: 82,004 shares; 2025Q2: 85,863 shares; 2025Q3: 90,148 shares; 2025Q4: 91,510 shares; 2026Q1: 85,641 shares; 2026Q2: 84,534 shares 84,534 $5.11M 0.13% -1,107 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,563 shares; 2024Q4: 12,520 shares; 2025Q1: 12,521 shares; 2025Q2: 29,974 shares; 2025Q3: 29,094 shares; 2025Q4: 25,669 shares; 2026Q1: 25,573 shares; 2026Q2: 25,037 shares 25,037 $5M 0.12% -536 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,673 shares; 2024Q4: 19,152 shares; 2025Q1: 18,968 shares; 2025Q2: 18,701 shares; 2025Q3: 18,140 shares; 2025Q4: 18,039 shares; 2026Q1: 18,065 shares; 2026Q2: 17,971 shares 17,971 $4.86M 0.12% -94 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; 2024Q3: 182,284 shares; 2024Q4: 178,929 shares; 2025Q1: 172,652 shares; 2025Q2: 167,859 shares; 2025Q3: 155,575 shares; 2025Q4: 148,443 shares; 2026Q1: 93,553 shares; 2026Q2: 96,001 shares 96,001 $4.86M 0.12% +2,448 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,204 shares; 2024Q4: 62,269 shares; 2025Q1: 61,693 shares; 2025Q2: 61,145 shares; 2025Q3: 59,171 shares; 2025Q4: 52,220 shares; 2026Q1: 46,116 shares; 2026Q2: 43,970 shares 43,970 $4.68M 0.12% -2,146 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; 2024Q3: 15,812 shares; 2024Q4: 18,945 shares; 2025Q1: 32,583 shares; 2025Q2: 38,783 shares; 2025Q3: 38,681 shares; 2025Q4: 37,914 shares; 2026Q1: 59,906 shares; 2026Q2: 58,857 shares 58,857 $4.32M 0.11% -1,049 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,811 shares; 2024Q4: 8,795 shares; 2025Q1: 9,576 shares; 2025Q2: 10,192 shares; 2025Q3: 11,277 shares; 2025Q4: 11,909 shares; 2026Q1: 12,477 shares; 2026Q2: 12,585 shares 12,585 $4.32M 0.11% +108 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; 2024Q3: 1,394 shares; 2024Q4: 1,400 shares; 2025Q1: 16,736 shares; 2025Q2: 17,928 shares; 2025Q3: 19,013 shares; 2025Q4: 19,361 shares; 2026Q1: 18,336 shares; 2026Q2: 17,957 shares 17,957 $4.27M 0.11% -379 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353,799 shares; 2026Q1: 344,467 shares; 2026Q2: 324,687 shares 324,687 $4.22M 0.11% -19,780 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,198 shares; 2024Q4: 5,048 shares; 2025Q1: 5,356 shares; 2025Q2: 5,981 shares; 2025Q3: 7,372 shares; 2025Q4: 6,551 shares; 2026Q1: 6,970 shares; 2026Q2: 7,476 shares 7,476 $4.21M 0.1% +506 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,718 shares; 2024Q4: 45,744 shares; 2025Q1: 45,768 shares; 2025Q2: 45,766 shares; 2025Q3: 44,968 shares; 2025Q4: 44,969 shares; 2026Q1: 47,968 shares; 2026Q2: 47,320 shares 47,320 $4.16M 0.1% -648 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; 2024Q3: 61,678 shares; 2024Q4: 55,695 shares; 2025Q1: 68,632 shares; 2025Q2: 94,968 shares; 2025Q3: 90,609 shares; 2025Q4: 91,338 shares; 2026Q1: 108,022 shares; 2026Q2: 101,920 shares 101,920 $4.16M 0.1% -6,102 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,356 shares; 2024Q4: 25,126 shares; 2025Q1: 24,364 shares; 2025Q2: 24,167 shares; 2025Q3: 24,130 shares; 2025Q4: 23,779 shares; 2026Q1: 22,600 shares; 2026Q2: 21,750 shares 21,750 $4.02M 0.1% -850 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,392 shares; 2024Q4: 74,866 shares; 2025Q1: 74,401 shares; 2025Q2: 73,270 shares; 2025Q3: 72,619 shares; 2025Q4: 66,818 shares; 2026Q1: 60,100 shares; 2026Q2: 58,731 shares 58,731 $4.02M 0.1% -1,369 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744,951 shares; 2024Q4: 689,311 shares; 2025Q1: 692,332 shares; 2025Q2: 1,320,615 shares; 2025Q3: 190,275 shares; 2025Q4: 171,499 shares; 2026Q1: 168,469 shares; 2026Q2: 162,453 shares 162,453 $3.96M 0.1% -6,016 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,459 shares; 2024Q4: 10,702 shares; 2025Q1: 10,745 shares; 2025Q2: 10,518 shares; 2025Q3: 10,864 shares; 2025Q4: 10,834 shares; 2026Q1: 10,395 shares; 2026Q2: 10,661 shares 10,661 $3.94M 0.1% +266 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; 2024Q3: 8,853 shares; 2024Q4: 8,855 shares; 2025Q1: 8,774 shares; 2025Q2: 10,651 shares; 2025Q3: 9,895 shares; 2025Q4: 21,648 shares; 2026Q1: 21,265 shares; 2026Q2: 20,524 shares 20,524 $3.91M 0.1% -741 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; 2024Q3: 61,656 shares; 2024Q4: 63,361 shares; 2025Q1: 56,877 shares; 2025Q2: 60,419 shares; 2025Q3: 69,478 shares; 2025Q4: 74,548 shares; 2026Q1: 67,047 shares; 2026Q2: 67,492 shares 67,492 $3.89M 0.1% +445 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; 2024Q3: 3,181 shares; 2024Q4: 3,196 shares; 2025Q1: 33,647 shares; 2025Q2: 36,241 shares; 2025Q3: 39,193 shares; 2025Q4: 45,466 shares; 2026Q1: 43,681 shares; 2026Q2: 44,164 shares 44,164 $3.84M 0.1% +483 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,587 shares; 2024Q4: 36,110 shares; 2025Q1: 35,998 shares; 2025Q2: 35,998 shares; 2025Q3: 35,998 shares; 2025Q4: 35,389 shares; 2026Q1: 35,622 shares; 2026Q2: 35,611 shares 35,611 $3.84M 0.1% -11 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; 2024Q3: 18,811 shares; 2024Q4: 18,040 shares; 2025Q1: 17,970 shares; 2025Q2: 17,859 shares; 2025Q3: 17,802 shares; 2025Q4: 15,154 shares; 2026Q1: 15,006 shares; 2026Q2: 14,664 shares 14,664 $3.56M 0.09% -342 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,829 shares; 2024Q4: 9,001 shares; 2025Q1: 9,192 shares; 2025Q2: 9,682 shares; 2025Q3: 9,550 shares; 2025Q4: 9,734 shares; 2026Q1: 10,155 shares; 2026Q2: 9,940 shares 9,940 $3.51M 0.09% -215 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,854 shares; 2024Q4: 34,533 shares; 2025Q1: 31,572 shares; 2025Q2: 29,007 shares; 2025Q3: 28,796 shares; 2025Q4: 30,978 shares; 2026Q1: 31,420 shares; 2026Q2: 30,166 shares 30,166 $3.42M 0.09% -1,254 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,831 shares; 2025Q1: 10,412 shares; 2025Q2: 11,939 shares; 2025Q3: 11,813 shares; 2025Q4: 11,738 shares; 2026Q1: 8,482 shares; 2026Q2: 7,881 shares 7,881 $3.42M 0.09% -601 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,090 shares; 2024Q4: 20,519 shares; 2025Q1: 17,562 shares; 2025Q2: 18,393 shares; 2025Q3: 17,959 shares; 2025Q4: 19,021 shares; 2026Q1: 22,031 shares; 2026Q2: 22,604 shares 22,604 $3.31M 0.08% +573 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,084 shares; 2024Q4: 38,619 shares; 2025Q1: 38,337 shares; 2025Q2: 40,259 shares; 2025Q3: 39,516 shares; 2025Q4: 38,836 shares; 2026Q1: 33,976 shares; 2026Q2: 33,431 shares 33,431 $3.2M 0.08% -545 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; 2024Q3: 19,320 shares; 2024Q4: 20,257 shares; 2025Q1: 22,261 shares; 2025Q2: 23,385 shares; 2025Q3: 25,106 shares; 2025Q4: 26,841 shares; 2026Q1: 28,204 shares; 2026Q2: 29,102 shares 29,102 $3.19M 0.08% +898 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,198 shares; 2024Q4: 51,330 shares; 2025Q1: 50,647 shares; 2025Q2: 50,138 shares; 2025Q3: 46,402 shares; 2025Q4: 45,243 shares; 2026Q1: 46,159 shares; 2026Q2: 44,798 shares 44,798 $3.19M 0.08% -1,361 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; 2024Q3: 21,279 shares; 2024Q4: 20,307 shares; 2025Q1: 20,092 shares; 2025Q2: 20,033 shares; 2025Q3: 19,989 shares; 2025Q4: 19,982 shares; 2026Q1: 20,054 shares; 2026Q2: 19,831 shares 19,831 $3M 0.07% -223 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867,718 shares 867,718 $2.51M 0.06% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,443 shares; 2024Q4: 6,250 shares; 2025Q1: 6,651 shares; 2025Q2: 7,193 shares; 2025Q3: 5,204 shares; 2025Q4: 5,066 shares; 2026Q1: 5,188 shares; 2026Q2: 4,950 shares 4,950 $2.48M 0.06% -238 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,887 shares; 2024Q4: 1,334 shares; 2025Q1: 1,642 shares; 2025Q2: 2,142 shares; 2025Q3: 2,135 shares; 2025Q4: 2,128 shares; 2026Q1: 5,795 shares; 2026Q2: 6,498 shares 6,498 $2.43M 0.06% +703 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,575 shares; 2024Q4: 10,551 shares; 2025Q1: 10,410 shares; 2025Q2: 10,410 shares; 2025Q3: 9,941 shares; 2025Q4: 9,925 shares; 2026Q1: 9,912 shares; 2026Q2: 9,844 shares 9,844 $2.39M 0.06% -68 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,585 shares; 2025Q2: 14,585 shares; 2025Q3: 14,585 shares; 2025Q4: 14,585 shares; 2026Q1: 14,585 shares; 2026Q2: 14,585 shares 14,585 $2.36M 0.06% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,256 shares; 2024Q4: 43,593 shares; 2025Q1: 24,742 shares; 2025Q2: 98,311 shares; 2025Q3: 98,568 shares; 2025Q4: 95,264 shares; 2026Q1: 125,137 shares; 2026Q2: 130,125 shares 130,125 $2.33M 0.06% +4,988 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,340 shares; 2024Q4: 18,149 shares; 2025Q1: 17,067 shares; 2025Q2: 16,456 shares; 2025Q3: 14,779 shares; 2025Q4: 14,388 shares; 2026Q1: 13,644 shares; 2026Q2: 13,692 shares 13,692 $2.31M 0.06% +48 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,975 shares; 2024Q4: 24,241 shares; 2025Q1: 23,980 shares; 2025Q2: 23,459 shares; 2025Q3: 22,815 shares; 2025Q4: 22,580 shares; 2026Q1: 20,710 shares; 2026Q2: 20,285 shares 20,285 $2.31M 0.06% -425 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,224 shares; 2025Q1: 3,483 shares; 2025Q2: 3,765 shares; 2025Q3: 4,122 shares; 2025Q4: 4,286 shares; 2026Q1: 4,370 shares; 2026Q2: 4,369 shares 4,369 $2.27M 0.06% -1 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,303 shares; 2024Q4: 23,810 shares; 2025Q1: 22,183 shares; 2025Q2: 21,457 shares; 2025Q3: 21,277 shares; 2025Q4: 19,617 shares; 2026Q1: 19,606 shares; 2026Q2: 19,152 shares 19,152 $2.25M 0.06% -454 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,681 shares; 2024Q4: 6,958 shares; 2025Q1: 6,396 shares; 2025Q2: 6,547 shares; 2025Q3: 6,595 shares; 2025Q4: 7,369 shares; 2026Q1: 7,029 shares; 2026Q2: 5,953 shares 5,953 $2.19M 0.05% -1,076 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,324 shares; 2024Q4: 29,324 shares; 2025Q1: 26,073 shares; 2025Q2: 26,014 shares; 2025Q3: 25,562 shares; 2025Q4: 28,148 shares; 2026Q1: 28,451 shares; 2026Q2: 28,389 shares 28,389 $2.17M 0.05% -62 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,550 shares; 2024Q4: 23,132 shares; 2025Q1: 34,854 shares; 2025Q2: 60,234 shares; 2025Q3: 57,900 shares; 2025Q4: 55,413 shares; 2026Q1: 54,612 shares; 2026Q2: 51,943 shares 51,943 $2.15M 0.05% -2,669 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,935 shares; 2025Q1: 3,677 shares; 2025Q2: 4,329 shares; 2025Q3: 5,801 shares; 2025Q4: 5,979 shares; 2026Q1: 5,219 shares; 2026Q2: 5,163 shares 5,163 $2.15M 0.05% -56 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,429 shares; 2025Q2: 4,212 shares; 2025Q3: 4,841 shares; 2025Q4: 5,211 shares; 2026Q1: 5,918 shares; 2026Q2: 6,256 shares 6,256 $2.13M 0.05% +338 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,216 shares; 2024Q4: 7,192 shares; 2025Q1: 6,848 shares; 2025Q2: 7,050 shares; 2025Q3: 7,061 shares; 2025Q4: 6,995 shares; 2026Q1: 6,890 shares; 2026Q2: 6,890 shares 6,890 $2.07M 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,283 shares; 2024Q4: 5,283 shares; 2025Q1: 5,275 shares; 2025Q2: 4,415 shares; 2025Q3: 4,392 shares; 2025Q4: 4,118 shares; 2026Q1: 4,118 shares; 2026Q2: 4,043 shares 4,043 $2M 0.05% -75 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; 2024Q3: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 2,018 shares; 2025Q4: 2,010 shares; 2026Q1: 2,027 shares; 2026Q2: 2,022 shares 2,022 $1.98M 0.05% -5 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: 531 shares; 2025Q4: 549 shares; 2026Q1: 1,536 shares; 2026Q2: 1,679 shares 1,679 $1.97M 0.05% +143 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,003 shares; 2024Q4: 7,877 shares; 2025Q1: 7,563 shares; 2025Q2: 7,935 shares; 2025Q3: 7,927 shares; 2025Q4: 7,869 shares; 2026Q1: 8,452 shares; 2026Q2: 8,654 shares 8,654 $1.96M 0.05% +202 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; 2024Q3: 224 shares; 2024Q4: 223 shares; 2025Q1: 236 shares; 2025Q2: 266 shares; 2025Q3: 278 shares; 2025Q4: 299 shares; 2026Q1: 357 shares; 2026Q2: 10,798 shares 10,798 $1.92M 0.05% +10,441 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; 2024Q3: 102,076 shares; 2024Q4: 95,866 shares; 2025Q1: 79,481 shares; 2025Q2: 79,504 shares; 2025Q3: 77,828 shares; 2025Q4: 77,596 shares; 2026Q1: 77,596 shares; 2026Q2: 77,200 shares 77,200 $1.92M 0.05% -396 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 4,801 shares; 2025Q2: 4,801 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares; 2026Q1: 4,803 shares; 2026Q2: 4,803 shares 4,803 $1.89M 0.05% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,717 shares; 2024Q4: 48,473 shares; 2025Q1: 48,473 shares; 2025Q2: 48,473 shares; 2025Q3: 48,473 shares; 2025Q4: 48,357 shares; 2026Q1: 48,357 shares; 2026Q2: 48,357 shares 48,357 $1.89M 0.05% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,819 shares; 2024Q4: 21,816 shares; 2025Q1: 20,946 shares; 2025Q2: 20,689 shares; 2025Q3: 19,464 shares; 2025Q4: 19,605 shares; 2026Q1: 19,096 shares; 2026Q2: 19,042 shares 19,042 $1.87M 0.05% -54 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,750 shares; 2024Q4: 28,311 shares; 2025Q1: 17,941 shares; 2025Q2: 13,802 shares; 2025Q3: 12,355 shares; 2025Q4: 13,257 shares; 2026Q1: 13,156 shares; 2026Q2: 13,283 shares 13,283 $1.85M 0.05% +127 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 2,175 shares; 2026Q1: 2,383 shares; 2026Q2: 2,427 shares 2,427 $1.85M 0.05% +44 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,240 shares; 2024Q4: 12,240 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 11,775 shares; 2026Q1: 11,648 shares; 2026Q2: 11,648 shares 11,648 $1.8M 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,785 shares; 2024Q4: 7,361 shares; 2025Q1: 7,569 shares; 2025Q2: 7,598 shares; 2025Q3: 6,676 shares; 2025Q4: 7,422 shares; 2026Q1: 10,397 shares; 2026Q2: 9,364 shares 9,364 $1.78M 0.04% -1,033 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,857 shares; 2025Q3: 1,941 shares; 2025Q4: 2,160 shares; 2026Q1: 2,355 shares; 2026Q2: 1,525 shares 1,525 $1.76M 0.04% -830 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,055 shares; 2024Q4: 260,598 shares; 2025Q1: 257,400 shares; 2025Q2: 210,558 shares; 2025Q3: 174,742 shares; 2025Q4: 170,293 shares; 2026Q1: 166,453 shares; 2026Q2: 157,648 shares 157,648 $1.71M 0.04% -8,805 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,433 shares; 2025Q2: 2,726 shares; 2025Q3: 2,846 shares; 2025Q4: 3,141 shares; 2026Q1: 4,310 shares; 2026Q2: 3,919 shares 3,919 $1.69M 0.04% -391 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; 2024Q3: 30,940 shares; 2024Q4: 30,940 shares; 2025Q1: 31,127 shares; 2025Q2: 31,127 shares; 2025Q3: 31,127 shares; 2025Q4: 31,127 shares; 2026Q1: 31,029 shares; 2026Q2: 31,029 shares 31,029 $1.68M 0.04% 0 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; 2024Q3: 18,671 shares; 2024Q4: 18,686 shares; 2025Q1: 18,351 shares; 2025Q2: 17,718 shares; 2025Q3: 18,499 shares; 2025Q4: 18,434 shares; 2026Q1: 18,497 shares; 2026Q2: 18,988 shares 18,988 $1.67M 0.04% +491 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; 2024Q3: 8,637 shares; 2024Q4: 8,530 shares; 2025Q1: 10,254 shares; 2025Q2: 10,263 shares; 2025Q3: 10,270 shares; 2025Q4: 10,279 shares; 2026Q1: 10,112 shares; 2026Q2: 10,391 shares 10,391 $1.58M 0.04% +279 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,354 shares; 2024Q4: 24,975 shares; 2025Q1: 23,838 shares; 2025Q2: 23,801 shares; 2025Q3: 23,931 shares; 2025Q4: 19,264 shares; 2026Q1: 17,978 shares; 2026Q2: 17,205 shares 17,205 $1.56M 0.04% -773 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,193 shares; 2024Q4: 1,318 shares; 2025Q1: 1,513 shares; 2025Q2: 1,429 shares; 2025Q3: 1,499 shares; 2025Q4: 16,158 shares; 2026Q1: 21,315 shares; 2026Q2: 21,611 shares 21,611 $1.54M 0.04% +296 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; 2024Q3: 10,893 shares; 2024Q4: 11,778 shares; 2025Q1: 11,394 shares; 2025Q2: 10,771 shares; 2025Q3: 10,818 shares; 2025Q4: 10,930 shares; 2026Q1: 8,391 shares; 2026Q2: 8,486 shares 8,486 $1.54M 0.04% +95 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.04% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,671 shares; 2024Q4: 32,814 shares; 2025Q1: 29,108 shares; 2025Q2: 29,150 shares; 2025Q3: 29,193 shares; 2025Q4: 25,817 shares; 2026Q1: 20,022 shares; 2026Q2: 20,071 shares 20,071 $1.49M 0.04% +49 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,579 shares; 2025Q2: 9,731 shares; 2025Q3: 13,598 shares; 2025Q4: 15,404 shares; 2026Q1: 19,444 shares; 2026Q2: 20,640 shares 20,640 $1.49M 0.04% +1,196 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,009 shares; 2025Q1: 6,023 shares; 2025Q2: 6,109 shares; 2025Q3: 5,826 shares; 2025Q4: 5,848 shares; 2026Q1: 1,684 shares; 2026Q2: 1,507 shares 1,507 $1.45M 0.04% -177 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,001 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,915 shares; 2025Q4: 1,916 shares; 2026Q1: 1,914 shares; 2026Q2: 1,909 shares 1,909 $1.44M 0.04% -5 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,398 shares; 2025Q2: 8,453 shares; 2025Q3: 10,366 shares; 2025Q4: 12,701 shares; 2026Q1: 12,756 shares; 2026Q2: 14,459 shares 14,459 $1.43M 0.04% +1,703 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,399 shares; 2024Q4: 43,586 shares; 2025Q1: 40,769 shares; 2025Q2: 38,196 shares; 2025Q3: 34,754 shares; 2025Q4: 32,884 shares; 2026Q1: 18,760 shares; 2026Q2: 18,749 shares 18,749 $1.43M 0.04% -11 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 2,777 shares; 2025Q1: 2,963 shares; 2025Q2: 3,512 shares; 2025Q3: 4,533 shares; 2025Q4: 5,012 shares; 2026Q1: 6,162 shares; 2026Q2: 6,947 shares 6,947 $1.42M 0.04% +785 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,266 shares; 2024Q4: 13,123 shares; 2025Q1: not reported; 2025Q2: 29,247 shares; 2025Q3: 29,432 shares; 2025Q4: 28,192 shares; 2026Q1: 30,105 shares; 2026Q2: 30,847 shares 30,847 $1.42M 0.04% +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; 2024Q3: 876 shares; 2024Q4: 890 shares; 2025Q1: 946 shares; 2025Q2: 1,033 shares; 2025Q3: 1,475 shares; 2025Q4: 8,245 shares; 2026Q1: 12,298 shares; 2026Q2: 14,211 shares 14,211 $1.41M 0.04% +1,913 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; 2024Q3: 10,285 shares; 2024Q4: 10,439 shares; 2025Q1: 10,548 shares; 2025Q2: 10,617 shares; 2025Q3: 9,973 shares; 2025Q4: 9,764 shares; 2026Q1: 10,204 shares; 2026Q2: 9,739 shares 9,739 $1.39M 0.03% -465 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; 2024Q3: 5,688 shares; 2024Q4: 5,022 shares; 2025Q1: 5,028 shares; 2025Q2: 4,971 shares; 2025Q3: 5,119 shares; 2025Q4: 4,830 shares; 2026Q1: 4,274 shares; 2026Q2: 5,109 shares 5,109 $1.39M 0.03% +835 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,311 shares; 2024Q4: 8,629 shares; 2025Q1: 9,020 shares; 2025Q2: 8,663 shares; 2025Q3: 8,519 shares; 2025Q4: 8,141 shares; 2026Q1: 8,074 shares; 2026Q2: 8,556 shares 8,556 $1.39M 0.03% +482 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,414 shares; 2024Q4: 3,630 shares; 2025Q1: 4,176 shares; 2025Q2: 4,771 shares; 2025Q3: 6,051 shares; 2025Q4: 6,239 shares; 2026Q1: 7,978 shares; 2026Q2: 8,751 shares 8,751 $1.37M 0.03% +773 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; 2024Q3: 10,883 shares; 2024Q4: 32,567 shares; 2025Q1: 31,867 shares; 2025Q2: 29,293 shares; 2025Q3: 43,173 shares; 2025Q4: 42,715 shares; 2026Q1: 43,824 shares; 2026Q2: 46,033 shares 46,033 $1.35M 0.03% +2,209 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,979 shares; 2024Q4: 61,417 shares; 2025Q1: 59,131 shares; 2025Q2: 59,087 shares; 2025Q3: 54,012 shares; 2025Q4: 53,540 shares; 2026Q1: 51,316 shares; 2026Q2: 46,431 shares 46,431 $1.34M 0.03% -4,885 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,890 shares; 2026Q2: 59,884 shares 59,884 $1.34M 0.03% -6 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,092 shares; 2025Q1: 59,926 shares; 2025Q2: 57,909 shares; 2025Q3: 57,909 shares; 2025Q4: 57,906 shares; 2026Q1: 57,906 shares; 2026Q2: 57,906 shares 57,906 $1.33M 0.03% 0 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; 2024Q3: 2,774 shares; 2024Q4: 2,774 shares; 2025Q1: 2,665 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,668 shares; 2026Q1: 2,694 shares; 2026Q2: 2,679 shares 2,679 $1.32M 0.03% -15 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; 2024Q3: 28,906 shares; 2024Q4: 28,906 shares; 2025Q1: 28,906 shares; 2025Q2: 28,906 shares; 2025Q3: 15,830 shares; 2025Q4: 15,830 shares; 2026Q1: 15,830 shares; 2026Q2: 15,830 shares 15,830 $1.3M 0.03% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,396 shares; 2026Q2: 24,546 shares 24,546 $1.28M 0.03% +2,150 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; 2024Q3: 23,018 shares; 2024Q4: 23,348 shares; 2025Q1: 25,396 shares; 2025Q2: 35,618 shares; 2025Q3: 41,044 shares; 2025Q4: 42,070 shares; 2026Q1: 34,607 shares; 2026Q2: 34,752 shares 34,752 $1.28M 0.03% +145 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; 2024Q3: not reported; 2024Q4: 2,980 shares; 2025Q1: 3,165 shares; 2025Q2: 3,338 shares; 2025Q3: 8,872 shares; 2025Q4: 9,032 shares; 2026Q1: 10,942 shares; 2026Q2: 10,932 shares 10,932 $1.28M 0.03% -10 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,808 shares; 2024Q4: 20,625 shares; 2025Q1: 20,293 shares; 2025Q2: 20,001 shares; 2025Q3: 21,838 shares; 2025Q4: 17,927 shares; 2026Q1: 15,341 shares; 2026Q2: 16,510 shares 16,510 $1.27M 0.03% +1,169 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,740 shares; 2024Q4: 16,190 shares; 2025Q1: 14,204 shares; 2025Q2: 13,811 shares; 2025Q3: 12,110 shares; 2025Q4: 11,587 shares; 2026Q1: 11,134 shares; 2026Q2: 10,646 shares 10,646 $1.26M 0.03% -488 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,642 shares; 2025Q1: 1,680 shares; 2025Q2: 1,848 shares; 2025Q3: 2,093 shares; 2025Q4: 2,498 shares; 2026Q1: 2,565 shares; 2026Q2: 2,423 shares 2,423 $1.24M 0.03% -142 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,715 shares; 2024Q4: 20,715 shares; 2025Q1: 20,270 shares; 2025Q2: 21,026 shares; 2025Q3: 19,939 shares; 2025Q4: 14,732 shares; 2026Q1: 14,624 shares; 2026Q2: 13,036 shares 13,036 $1.24M 0.03% -1,588 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,510 shares; 2024Q4: 4,538 shares; 2025Q1: 3,859 shares; 2025Q2: 3,792 shares; 2025Q3: 1,737 shares; 2025Q4: 1,886 shares; 2026Q1: 1,633 shares; 2026Q2: 1,614 shares 1,614 $1.21M 0.03% -19 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 2,871 shares; 2025Q1: 2,701 shares; 2025Q2: 2,688 shares; 2025Q3: 2,627 shares; 2025Q4: 2,885 shares; 2026Q1: 2,778 shares; 2026Q2: 2,471 shares 2,471 $1.18M 0.03% -307 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; 2024Q3: 1,383 shares; 2024Q4: 1,352 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 4,078 shares; 2026Q2: 3,874 shares 3,874 $1.17M 0.03% -204 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554 shares; 2024Q4: 570 shares; 2025Q1: 481 shares; 2025Q2: 434 shares; 2025Q3: 403 shares; 2025Q4: 376 shares; 2026Q1: 394 shares; 2026Q2: 3,870 shares 3,870 $1.17M 0.03% +3,476 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,683 shares; 2024Q4: 6,683 shares; 2025Q1: 6,683 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,584 shares; 2026Q1: 6,584 shares; 2026Q2: 8,600 shares 8,600 $1.14M 0.03% +2,016 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; 2024Q3: 13,141 shares; 2024Q4: 13,117 shares; 2025Q1: 12,656 shares; 2025Q2: 12,643 shares; 2025Q3: 12,519 shares; 2025Q4: 12,587 shares; 2026Q1: 12,520 shares; 2026Q2: 12,080 shares 12,080 $1.13M 0.03% -440 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,116 shares; 2024Q4: 9,137 shares; 2025Q1: 9,120 shares; 2025Q2: 9,119 shares; 2025Q3: 9,076 shares; 2025Q4: 9,057 shares; 2026Q1: 9,056 shares; 2026Q2: 9,056 shares 9,056 $1.13M 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,937 shares; 2024Q4: 25,801 shares; 2025Q1: 25,147 shares; 2025Q2: 25,851 shares; 2025Q3: 34,351 shares; 2025Q4: 32,151 shares; 2026Q1: 32,928 shares; 2026Q2: 29,908 shares 29,908 $1.08M 0.03% -3,020 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,572 shares; 2024Q4: 36,572 shares; 2025Q1: 37,536 shares; 2025Q2: 36,737 shares; 2025Q3: 21,142 shares; 2025Q4: 21,142 shares; 2026Q1: 20,528 shares; 2026Q2: 18,967 shares 18,967 $1.04M 0.03% -1,561 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,953 shares; 2025Q1: 2,696 shares; 2025Q2: 2,817 shares; 2025Q3: 2,757 shares; 2025Q4: 2,352 shares; 2026Q1: 2,008 shares; 2026Q2: 12,003 shares 12,003 $1.03M 0.03% +9,995 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,266 shares; 2024Q4: 9,769 shares; 2025Q1: 8,237 shares; 2025Q2: 13,461 shares; 2025Q3: 13,455 shares; 2025Q4: 13,329 shares; 2026Q1: 12,897 shares; 2026Q2: 12,876 shares 12,876 $1.03M 0.03% -21 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,678 shares; 2024Q4: 3,695 shares; 2025Q1: 3,702 shares; 2025Q2: 3,697 shares; 2025Q3: 3,699 shares; 2025Q4: 3,705 shares; 2026Q1: 3,783 shares; 2026Q2: 3,788 shares 3,788 $968K 0.02% +5 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; 2024Q3: 10,561 shares; 2024Q4: 11,765 shares; 2025Q1: 10,450 shares; 2025Q2: 10,589 shares; 2025Q3: 10,594 shares; 2025Q4: 10,675 shares; 2026Q1: 11,895 shares; 2026Q2: 11,555 shares 11,555 $955K 0.02% -340 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; 2024Q3: 50,504 shares; 2024Q4: 47,255 shares; 2025Q1: 45,663 shares; 2025Q2: 54,847 shares; 2025Q3: 51,979 shares; 2025Q4: 53,575 shares; 2026Q1: 45,419 shares; 2026Q2: 44,782 shares 44,782 $927K 0.02% -637 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; 2024Q3: 2,052 shares; 2024Q4: 2,043 shares; 2025Q1: 1,855 shares; 2025Q2: 1,571 shares; 2025Q3: 1,993 shares; 2025Q4: 1,805 shares; 2026Q1: 1,671 shares; 2026Q2: 1,313 shares 1,313 $923K 0.02% -358 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; 2024Q3: 2,078 shares; 2024Q4: 2,084 shares; 2025Q1: 2,037 shares; 2025Q2: 2,036 shares; 2025Q3: 2,039 shares; 2025Q4: 2,035 shares; 2026Q1: 2,090 shares; 2026Q2: 2,159 shares 2,159 $920K 0.02% +69 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,836 shares; 2025Q3: 2,163 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $897K 0.02% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,714 shares; 2024Q4: 22,382 shares; 2025Q1: 21,947 shares; 2025Q2: 21,953 shares; 2025Q3: 21,303 shares; 2025Q4: 21,306 shares; 2026Q1: 21,306 shares; 2026Q2: 21,306 shares 21,306 $887K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 1,445 shares; 2025Q3: 1,868 shares; 2025Q4: 1,950 shares; 2026Q1: 2,027 shares; 2026Q2: 2,227 shares 2,227 $886K 0.02% +200 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,852 shares; 2024Q4: 24,124 shares; 2025Q1: 23,008 shares; 2025Q2: 17,322 shares; 2025Q3: 16,841 shares; 2025Q4: 16,469 shares; 2026Q1: 16,256 shares; 2026Q2: 13,933 shares 13,933 $867K 0.02% -2,323 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,721 shares; 2024Q4: 2,519 shares; 2025Q1: 2,824 shares; 2025Q2: 2,825 shares; 2025Q3: 2,538 shares; 2025Q4: 2,545 shares; 2026Q1: 2,548 shares; 2026Q2: 2,549 shares 2,549 $862K 0.02% +1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,925 shares; 2024Q4: 12,026 shares; 2025Q1: 29,228 shares; 2025Q2: 10,573 shares; 2025Q3: 11,617 shares; 2025Q4: 12,155 shares; 2026Q1: 14,400 shares; 2026Q2: 16,113 shares 16,113 $862K 0.02% +1,713 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,218 shares; 2026Q1: 3,310 shares; 2026Q2: 3,182 shares 3,182 $856K 0.02% -128 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 989 shares; 2026Q2: 1,303 shares 1,303 $854K 0.02% +314 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; 2024Q3: 11,970 shares; 2024Q4: 11,969 shares; 2025Q1: 12,370 shares; 2025Q2: 13,255 shares; 2025Q3: 11,969 shares; 2025Q4: 10,738 shares; 2026Q1: 13,890 shares; 2026Q2: 15,912 shares 15,912 $853K 0.02% +2,022 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: 1,790 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,022 shares 7,022 $852K 0.02% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,293 shares; 2024Q4: 4,336 shares; 2025Q1: 4,210 shares; 2025Q2: 4,165 shares; 2025Q3: 4,270 shares; 2025Q4: 4,174 shares; 2026Q1: 4,355 shares; 2026Q2: 3,923 shares 3,923 $849K 0.02% -432 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 4,206 shares; 2025Q3: 4,206 shares; 2025Q4: 4,206 shares; 2026Q1: 4,206 shares; 2026Q2: 4,206 shares 4,206 $843K 0.02% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,921 shares; 2024Q4: 21,921 shares; 2025Q1: 21,921 shares; 2025Q2: 17,599 shares; 2025Q3: 17,599 shares; 2025Q4: 17,599 shares; 2026Q1: 17,599 shares; 2026Q2: 17,454 shares 17,454 $837K 0.02% -145 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,292 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,296 shares; 2026Q2: 3,296 shares 3,296 $831K 0.02% 0 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; 2024Q3: 9,277 shares; 2024Q4: 8,964 shares; 2025Q1: 8,672 shares; 2025Q2: 8,502 shares; 2025Q3: 8,028 shares; 2025Q4: 7,714 shares; 2026Q1: 6,519 shares; 2026Q2: 6,521 shares 6,521 $825K 0.02% +2 Timeline DIVI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,335 shares; 2026Q2: 18,997 shares 18,997 $812K 0.02% -1,338 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,746 shares; 2024Q4: 17,746 shares; 2025Q1: 16,640 shares; 2025Q2: 16,640 shares; 2025Q3: 16,640 shares; 2025Q4: 16,640 shares; 2026Q1: 16,640 shares; 2026Q2: 16,640 shares 16,640 $807K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,187 shares; 2024Q4: 5,172 shares; 2025Q1: 4,695 shares; 2025Q2: 4,617 shares; 2025Q3: 4,575 shares; 2025Q4: 4,445 shares; 2026Q1: 3,502 shares; 2026Q2: 3,060 shares 3,060 $782K 0.02% -442 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; 2024Q3: 3,861 shares; 2024Q4: 3,987 shares; 2025Q1: 3,357 shares; 2025Q2: 3,098 shares; 2025Q3: 2,805 shares; 2025Q4: 2,773 shares; 2026Q1: 2,283 shares; 2026Q2: 2,180 shares 2,180 $772K 0.02% -103 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; 2024Q3: not reported; 2024Q4: 2,174 shares; 2025Q1: 2,809 shares; 2025Q2: 4,417 shares; 2025Q3: 7,167 shares; 2025Q4: 2,763 shares; 2026Q1: 3,694 shares; 2026Q2: 3,419 shares 3,419 $771K 0.02% -275 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,424 shares; 2024Q4: 10,283 shares; 2025Q1: 6,544 shares; 2025Q2: 6,793 shares; 2025Q3: 7,798 shares; 2025Q4: 7,060 shares; 2026Q1: 8,165 shares; 2026Q2: 8,005 shares 8,005 $770K 0.02% -160 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; 2024Q3: 2,471 shares; 2024Q4: 3,688 shares; 2025Q1: 4,223 shares; 2025Q2: 3,591 shares; 2025Q3: 6,009 shares; 2025Q4: 14,275 shares; 2026Q1: 14,679 shares; 2026Q2: 14,486 shares 14,486 $769K 0.02% -193 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; 2024Q3: 3,937 shares; 2024Q4: 3,940 shares; 2025Q1: 4,718 shares; 2025Q2: 5,482 shares; 2025Q3: 5,507 shares; 2025Q4: 6,256 shares; 2026Q1: 6,152 shares; 2026Q2: 5,828 shares 5,828 $767K 0.02% -324 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,450 shares; 2025Q1: 2,476 shares; 2025Q2: 2,477 shares; 2025Q3: 2,437 shares; 2025Q4: 2,412 shares; 2026Q1: 2,692 shares; 2026Q2: 9,352 shares 9,352 $753K 0.02% +6,660 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,645 shares; 2025Q3: 4,917 shares; 2025Q4: 2,031 shares; 2026Q1: 2,405 shares; 2026Q2: 2,087 shares 2,087 $752K 0.02% -318 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 3,329 shares; 2025Q1: 3,657 shares; 2025Q2: 3,673 shares; 2025Q3: 3,048 shares; 2025Q4: 3,055 shares; 2026Q1: 3,383 shares; 2026Q2: 3,369 shares 3,369 $751K 0.02% -14 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,170 shares; 2024Q4: 11,454 shares; 2025Q1: 11,454 shares; 2025Q2: 11,170 shares; 2025Q3: 11,170 shares; 2025Q4: 7,661 shares; 2026Q1: 8,414 shares; 2026Q2: 8,414 shares 8,414 $749K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,766 shares; 2024Q4: 12,449 shares; 2025Q1: 12,318 shares; 2025Q2: 11,026 shares; 2025Q3: 8,281 shares; 2025Q4: 8,226 shares; 2026Q1: 7,096 shares; 2026Q2: 6,933 shares 6,933 $748K 0.02% -163 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,957 shares; 2024Q4: 14,788 shares; 2025Q1: 14,788 shares; 2025Q2: 14,781 shares; 2025Q3: 14,777 shares; 2025Q4: 11,166 shares; 2026Q1: 11,166 shares; 2026Q2: 7,072 shares 7,072 $735K 0.02% -4,094 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,108 shares; 2024Q4: 12,858 shares; 2025Q1: 12,038 shares; 2025Q2: 16,211 shares; 2025Q3: 16,020 shares; 2025Q4: 16,022 shares; 2026Q1: 16,161 shares; 2026Q2: 15,981 shares 15,981 $721K 0.02% -180 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,881 shares; 2024Q4: 10,633 shares; 2025Q1: 11,633 shares; 2025Q2: 11,453 shares; 2025Q3: 11,397 shares; 2025Q4: 11,567 shares; 2026Q1: 13,084 shares; 2026Q2: 13,029 shares 13,029 $706K 0.02% -55 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; 2024Q3: 16,490 shares; 2024Q4: 15,450 shares; 2025Q1: 15,995 shares; 2025Q2: 14,964 shares; 2025Q3: 15,042 shares; 2025Q4: 15,049 shares; 2026Q1: 15,040 shares; 2026Q2: 14,917 shares 14,917 $704K 0.02% -123 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; 2024Q3: 2,135 shares; 2024Q4: 6,724 shares; 2025Q1: 9,018 shares; 2025Q2: 2,421 shares; 2025Q3: 6,380 shares; 2025Q4: 3,085 shares; 2026Q1: 3,086 shares; 2026Q2: 2,348 shares 2,348 $702K 0.02% -738 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; 2024Q3: 14,324 shares; 2024Q4: 14,333 shares; 2025Q1: 14,333 shares; 2025Q2: 14,333 shares; 2025Q3: 14,073 shares; 2025Q4: 14,026 shares; 2026Q1: 13,994 shares; 2026Q2: 13,638 shares 13,638 $695K 0.02% -356 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; 2024Q3: not reported; 2024Q4: 1,669 shares; 2025Q1: 2,765 shares; 2025Q2: 2,495 shares; 2025Q3: 7,924 shares; 2025Q4: 4,553 shares; 2026Q1: 5,513 shares; 2026Q2: 4,621 shares 4,621 $694K 0.02% -892 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,471 shares; 2025Q3: 13,421 shares; 2025Q4: 13,021 shares; 2026Q1: 12,496 shares; 2026Q2: 9,395 shares 9,395 $689K 0.02% -3,101 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,276 shares; 2024Q4: 7,423 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares; 2026Q1: 7,407 shares; 2026Q2: 7,407 shares 7,407 $687K 0.02% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,569 shares; 2024Q4: 71,465 shares; 2025Q1: 73,161 shares; 2025Q2: 62,443 shares; 2025Q3: 44,290 shares; 2025Q4: 32,306 shares; 2026Q1: 18,876 shares; 2026Q2: 18,564 shares 18,564 $684K 0.02% -312 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,320 shares; 2024Q4: 96,372 shares; 2025Q1: 6,693 shares; 2025Q2: 7,483 shares; 2025Q3: 5,849 shares; 2025Q4: 6,201 shares; 2026Q1: 3,864 shares; 2026Q2: 3,589 shares 3,589 $676K 0.02% -275 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; 2024Q3: 9,181 shares; 2024Q4: 6,365 shares; 2025Q1: 6,423 shares; 2025Q2: 6,402 shares; 2025Q3: 7,543 shares; 2025Q4: 7,616 shares; 2026Q1: 7,644 shares; 2026Q2: 5,667 shares 5,667 $662K 0.02% -1,977 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,605 shares; 2024Q4: 28,561 shares; 2025Q1: 29,188 shares; 2025Q2: 29,182 shares; 2025Q3: 29,181 shares; 2025Q4: 29,178 shares; 2026Q1: 28,526 shares; 2026Q2: 27,241 shares 27,241 $660K 0.02% -1,285 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,026 shares; 2024Q4: 4,819 shares; 2025Q1: 4,509 shares; 2025Q2: 4,495 shares; 2025Q3: 4,477 shares; 2025Q4: 4,446 shares; 2026Q1: 4,446 shares; 2026Q2: 4,422 shares 4,422 $653K 0.02% -24 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843 shares; 2024Q4: 1,012 shares; 2025Q1: 1,178 shares; 2025Q2: 1,273 shares; 2025Q3: 1,387 shares; 2025Q4: 1,549 shares; 2026Q1: 2,230 shares; 2026Q2: 2,498 shares 2,498 $652K 0.02% +268 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; 2024Q3: 456 shares; 2024Q4: 462 shares; 2025Q1: 478 shares; 2025Q2: 466 shares; 2025Q3: 474 shares; 2025Q4: 483 shares; 2026Q1: 477 shares; 2026Q2: 475 shares 475 $646K 0.02% -2 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,006 shares; 2026Q1: 27,345 shares; 2026Q2: 29,361 shares 29,361 $640K 0.02% +2,016 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,092 shares; 2024Q4: 28,092 shares; 2025Q1: 30,369 shares; 2025Q2: 31,682 shares; 2025Q3: 34,057 shares; 2025Q4: 33,970 shares; 2026Q1: 39,362 shares; 2026Q2: 33,356 shares 33,356 $638K 0.02% -6,006 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 4,414 shares; 2025Q3: 4,414 shares; 2025Q4: 4,414 shares; 2026Q1: 4,414 shares; 2026Q2: 4,414 shares 4,414 $638K 0.02% 0 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; 2024Q3: 2,799 shares; 2024Q4: 2,810 shares; 2025Q1: 2,906 shares; 2025Q2: 2,903 shares; 2025Q3: 2,853 shares; 2025Q4: 2,850 shares; 2026Q1: 2,999 shares; 2026Q2: 2,572 shares 2,572 $633K 0.02% -427 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,154 shares; 2024Q4: 20,154 shares; 2025Q1: 20,154 shares; 2025Q2: 20,154 shares; 2025Q3: 19,052 shares; 2025Q4: 19,052 shares; 2026Q1: 19,052 shares; 2026Q2: 19,052 shares 19,052 $633K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 2,032 shares; 2025Q1: 2,021 shares; 2025Q2: 2,111 shares; 2025Q3: 2,077 shares; 2025Q4: 2,092 shares; 2026Q1: 2,085 shares; 2026Q2: 1,995 shares 1,995 $628K 0.02% -90 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,729 shares; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 17,189 shares; 2025Q3: 17,189 shares; 2025Q4: 17,189 shares; 2026Q1: 17,189 shares; 2026Q2: 17,189 shares 17,189 $627K 0.02% 0 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,390 shares; 2024Q4: 25,306 shares; 2025Q1: 25,148 shares; 2025Q2: 15,296 shares; 2025Q3: 15,239 shares; 2025Q4: 14,804 shares; 2026Q1: 25,503 shares; 2026Q2: 25,503 shares 25,503 $625K 0.02% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,766 shares; 2026Q2: 3,793 shares 3,793 $621K 0.02% +27 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 1,130 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,165 shares; 2026Q2: 1,183 shares 1,183 $618K 0.02% +18 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,366 shares; 2024Q4: 15,889 shares; 2025Q1: 6,005 shares; 2025Q2: 5,697 shares; 2025Q3: 5,517 shares; 2025Q4: 3,303 shares; 2026Q1: 3,066 shares; 2026Q2: 2,743 shares 2,743 $614K 0.02% -323 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,128 shares; 2026Q2: 2,125 shares 2,125 $611K 0.02% -3 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,235 shares; 2024Q4: 22,741 shares; 2025Q1: 22,741 shares; 2025Q2: 22,741 shares; 2025Q3: 22,741 shares; 2025Q4: 24,529 shares; 2026Q1: 24,524 shares; 2026Q2: 20,249 shares 20,249 $611K 0.02% -4,275 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,546 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,549 shares; 2025Q3: 2,599 shares; 2025Q4: 2,539 shares; 2026Q1: 2,547 shares; 2026Q2: 2,540 shares 2,540 $604K 0.02% -7 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,490 shares 3,490 $596K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 8,250 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,125 shares; 2026Q1: 8,838 shares; 2026Q2: 8,838 shares 8,838 $586K 0.01% 0 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; 2024Q3: 2,167 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,174 shares; 2025Q4: 2,177 shares; 2026Q1: 2,172 shares; 2026Q2: 1,852 shares 1,852 $583K 0.01% -320 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,708 shares; 2025Q3: 12,707 shares; 2025Q4: 12,707 shares; 2026Q1: 12,707 shares; 2026Q2: 12,707 shares 12,707 $582K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,375 shares; 2026Q2: 6,375 shares 6,375 $578K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,495 shares; 2024Q4: 12,512 shares; 2025Q1: 12,115 shares; 2025Q2: 12,114 shares; 2025Q3: 11,876 shares; 2025Q4: 11,876 shares; 2026Q1: 11,421 shares; 2026Q2: 11,421 shares 11,421 $576K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,957 shares; 2024Q4: 13,987 shares; 2025Q1: 12,313 shares; 2025Q2: 12,170 shares; 2025Q3: 12,170 shares; 2025Q4: 12,321 shares; 2026Q1: 12,201 shares; 2026Q2: 12,066 shares 12,066 $573K 0.01% -135 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; 2024Q3: 2,163 shares; 2024Q4: 2,237 shares; 2025Q1: 2,182 shares; 2025Q2: 2,163 shares; 2025Q3: 2,164 shares; 2025Q4: 2,039 shares; 2026Q1: 1,950 shares; 2026Q2: 1,735 shares 1,735 $573K 0.01% -215 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 2,588 shares; 2025Q1: 2,712 shares; 2025Q2: 2,895 shares; 2025Q3: 2,976 shares; 2025Q4: 3,830 shares; 2026Q1: 3,349 shares; 2026Q2: 3,048 shares 3,048 $561K 0.01% -301 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 934 shares; 2025Q1: 823 shares; 2025Q2: 820 shares; 2025Q3: 814 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $561K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,546 shares; 2026Q1: 3,546 shares; 2026Q2: 3,546 shares 3,546 $557K 0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,189 shares; 2026Q1: 23,467 shares; 2026Q2: 23,632 shares 23,632 $554K 0.01% +165 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,005 shares; 2026Q1: 23,263 shares; 2026Q2: 23,422 shares 23,422 $554K 0.01% +159 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,481 shares; 2024Q4: 3,517 shares; 2025Q1: 3,520 shares; 2025Q2: 6,377 shares; 2025Q3: 4,828 shares; 2025Q4: 4,828 shares; 2026Q1: 4,714 shares; 2026Q2: 4,714 shares 4,714 $553K 0.01% 0 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; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,256 shares; 2025Q2: 3,028 shares; 2025Q3: 3,030 shares; 2025Q4: 3,897 shares; 2026Q1: 4,031 shares; 2026Q2: 4,031 shares 4,031 $552K 0.01% 0 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; 2024Q3: 1,747 shares; 2024Q4: 1,761 shares; 2025Q1: 1,881 shares; 2025Q2: 1,851 shares; 2025Q3: 1,855 shares; 2025Q4: 2,027 shares; 2026Q1: 2,648 shares; 2026Q2: 2,501 shares 2,501 $552K 0.01% -147 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 3,233 shares; 2025Q1: 3,180 shares; 2025Q2: 3,120 shares; 2025Q3: 3,079 shares; 2025Q4: 3,098 shares; 2026Q1: 3,185 shares; 2026Q2: 2,623 shares 2,623 $548K 0.01% -562 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,002 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 718 shares; 2026Q2: 718 shares 718 $544K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,242 shares; 2024Q4: 6,846 shares; 2025Q1: 6,565 shares; 2025Q2: 6,591 shares; 2025Q3: 5,585 shares; 2025Q4: 5,401 shares; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares 4,890 $541K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: 814 shares; 2025Q2: 802 shares; 2025Q3: 744 shares; 2025Q4: 742 shares; 2026Q1: 730 shares; 2026Q2: 750 shares 750 $540K 0.01% +20 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,216 shares; 2024Q4: 6,733 shares; 2025Q1: 6,687 shares; 2025Q2: 5,029 shares; 2025Q3: 4,882 shares; 2025Q4: 4,635 shares; 2026Q1: 4,597 shares; 2026Q2: 4,593 shares 4,593 $538K 0.01% -4 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 4,298 shares; 2025Q1: 4,330 shares; 2025Q2: 4,283 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares; 2026Q1: 3,899 shares; 2026Q2: 3,849 shares 3,849 $535K 0.01% -50 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; 2024Q3: 1,946 shares; 2024Q4: 2,572 shares; 2025Q1: 2,440 shares; 2025Q2: 3,860 shares; 2025Q3: 3,781 shares; 2025Q4: 3,815 shares; 2026Q1: 2,854 shares; 2026Q2: 2,800 shares 2,800 $533K 0.01% -54 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,302 shares; 2025Q1: 1,303 shares; 2025Q2: 1,304 shares; 2025Q3: 1,285 shares; 2025Q4: 1,287 shares; 2026Q1: 1,288 shares; 2026Q2: 1,279 shares 1,279 $515K 0.01% -9 Timeline INHD INNO HOLDINGS INC More: the full row for INNO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,000 shares 13,000 $513K 0.01% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,594 shares; 2024Q4: 21,792 shares; 2025Q1: 21,143 shares; 2025Q2: 14,717 shares; 2025Q3: 14,330 shares; 2025Q4: 13,323 shares; 2026Q1: 13,242 shares; 2026Q2: 12,758 shares 12,758 $511K 0.01% -484 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; 2024Q3: 1,843 shares; 2024Q4: 1,721 shares; 2025Q1: 1,800 shares; 2025Q2: 1,792 shares; 2025Q3: 1,798 shares; 2025Q4: 1,792 shares; 2026Q1: 1,761 shares; 2026Q2: 1,750 shares 1,750 $509K 0.01% -11 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 1,422 shares; 2026Q2: 1,269 shares 1,269 $503K 0.01% -153 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,155 shares; 2024Q4: 3,174 shares; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,856 shares; 2026Q1: 2,898 shares; 2026Q2: 2,847 shares 2,847 $502K 0.01% -51 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,908 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares; 2026Q1: 5,437 shares; 2026Q2: 8,401 shares 8,401 $495K 0.01% +2,964 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,919 shares; 2024Q4: 9,202 shares; 2025Q1: 8,978 shares; 2025Q2: 8,870 shares; 2025Q3: 8,870 shares; 2025Q4: 8,729 shares; 2026Q1: 9,421 shares; 2026Q2: 9,376 shares 9,376 $479K 0.01% -45 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,951 shares; 2024Q4: 6,951 shares; 2025Q1: 6,951 shares; 2025Q2: 6,951 shares; 2025Q3: 6,951 shares; 2025Q4: 6,951 shares; 2026Q1: 6,951 shares; 2026Q2: 6,951 shares 6,951 $477K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,503 shares; 2024Q4: 3,221 shares; 2025Q1: 3,541 shares; 2025Q2: 5,000 shares; 2025Q3: 5,363 shares; 2025Q4: 5,189 shares; 2026Q1: 5,035 shares; 2026Q2: 4,943 shares 4,943 $477K 0.01% -92 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,635 shares; 2024Q4: 49,635 shares; 2025Q1: 49,635 shares; 2025Q2: 49,635 shares; 2025Q3: 49,635 shares; 2025Q4: 49,635 shares; 2026Q1: 49,635 shares; 2026Q2: 49,635 shares 49,635 $475K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,787 shares; 2024Q4: 3,854 shares; 2025Q1: 3,360 shares; 2025Q2: 3,299 shares; 2025Q3: 3,313 shares; 2025Q4: 3,338 shares; 2026Q1: 3,360 shares; 2026Q2: 3,361 shares 3,361 $470K 0.01% +1 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,955 shares; 2026Q1: 11,955 shares; 2026Q2: 11,955 shares 11,955 $464K 0.01% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,196 shares; 2024Q4: 11,616 shares; 2025Q1: 11,521 shares; 2025Q2: 10,266 shares; 2025Q3: 10,478 shares; 2025Q4: 10,267 shares; 2026Q1: 10,244 shares; 2026Q2: 7,997 shares 7,997 $461K 0.01% -2,247 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; 2024Q3: 3,337 shares; 2024Q4: 3,659 shares; 2025Q1: 3,703 shares; 2025Q2: 3,676 shares; 2025Q3: 3,303 shares; 2025Q4: 3,632 shares; 2026Q1: 3,644 shares; 2026Q2: 3,643 shares 3,643 $460K 0.01% -1 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,022 shares; 2025Q2: 1,999 shares; 2025Q3: 2,029 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 2,042 shares 2,042 $455K 0.01% +12 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,714 shares 4,714 $455K 0.01% new 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; 2024Q3: 2,927 shares; 2024Q4: 3,381 shares; 2025Q1: 3,396 shares; 2025Q2: 3,387 shares; 2025Q3: 3,914 shares; 2025Q4: not reported; 2026Q1: 6,349 shares; 2026Q2: 6,195 shares 6,195 $454K 0.01% -154 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,865 shares; 2025Q2: 1,839 shares; 2025Q3: 1,822 shares; 2025Q4: 1,820 shares; 2026Q1: 1,920 shares; 2026Q2: 1,902 shares 1,902 $452K 0.01% -18 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; 2024Q3: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 2,787 shares; 2025Q2: 2,864 shares; 2025Q3: 2,787 shares; 2025Q4: 2,787 shares; 2026Q1: 3,003 shares; 2026Q2: 2,903 shares 2,903 $450K 0.01% -100 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,189 shares; 2024Q4: 31,919 shares; 2025Q1: 32,804 shares; 2025Q2: 22,952 shares; 2025Q3: 21,359 shares; 2025Q4: 21,289 shares; 2026Q1: 19,400 shares; 2026Q2: 19,941 shares 19,941 $441K 0.01% +541 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 1,959 shares; 2026Q1: 2,073 shares; 2026Q2: 2,074 shares 2,074 $441K 0.01% +1 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,084 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares; 2026Q1: 3,051 shares; 2026Q2: 3,019 shares 3,019 $439K 0.01% -32 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 1,949 shares; 2025Q1: 1,952 shares; 2025Q2: 1,954 shares; 2025Q3: 1,957 shares; 2025Q4: 1,959 shares; 2026Q1: 976 shares; 2026Q2: 1,028 shares 1,028 $439K 0.01% +52 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $434K 0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,558 shares; 2024Q4: 1,524 shares; 2025Q1: 1,622 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $434K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 990 shares; 2026Q2: 1,051 shares 1,051 $430K 0.01% +61 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,656 shares; 2024Q4: 11,857 shares; 2025Q1: 12,926 shares; 2025Q2: 13,085 shares; 2025Q3: 13,321 shares; 2025Q4: 11,891 shares; 2026Q1: 2,905 shares; 2026Q2: 3,235 shares 3,235 $423K 0.01% +330 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,131 shares; 2025Q4: 5,131 shares; 2026Q1: 5,389 shares; 2026Q2: 5,539 shares 5,539 $418K 0.01% +150 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,703 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 1,986 shares; 2026Q1: 2,916 shares; 2026Q2: 2,916 shares 2,916 $416K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,650 shares; 2024Q4: 5,193 shares; 2025Q1: 3,955 shares; 2025Q2: 3,645 shares; 2025Q3: 3,647 shares; 2025Q4: 3,898 shares; 2026Q1: 3,748 shares; 2026Q2: 3,748 shares 3,748 $409K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018 shares; 2024Q4: 1,970 shares; 2025Q1: 2,137 shares; 2025Q2: 2,101 shares; 2025Q3: 1,875 shares; 2025Q4: 1,754 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares 1,708 $406K 0.01% 0 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; 2024Q3: 8,865 shares; 2024Q4: 6,939 shares; 2025Q1: 7,551 shares; 2025Q2: 7,231 shares; 2025Q3: 7,196 shares; 2025Q4: 7,197 shares; 2026Q1: 6,262 shares; 2026Q2: 5,369 shares 5,369 $399K 0.01% -893 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,006 shares; 2024Q4: 2,104 shares; 2025Q1: 2,109 shares; 2025Q2: 2,111 shares; 2025Q3: 1,445 shares; 2025Q4: 1,590 shares; 2026Q1: 1,625 shares; 2026Q2: 1,605 shares 1,605 $399K 0.01% -20 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,665 shares; 2024Q4: 11,736 shares; 2025Q1: 10,370 shares; 2025Q2: 9,850 shares; 2025Q3: 9,454 shares; 2025Q4: 9,537 shares; 2026Q1: 7,917 shares; 2026Q2: 7,553 shares 7,553 $396K 0.01% -364 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 788 shares; 2026Q2: 4,788 shares 4,788 $396K 0.01% +4,000 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; 2024Q3: 6,703 shares; 2024Q4: 6,703 shares; 2025Q1: 6,703 shares; 2025Q2: 6,703 shares; 2025Q3: 6,703 shares; 2025Q4: 6,822 shares; 2026Q1: 7,134 shares; 2026Q2: 6,845 shares 6,845 $395K 0.01% -289 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,896 shares; 2024Q4: 5,028 shares; 2025Q1: 4,689 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares; 2025Q4: 4,239 shares; 2026Q1: 4,239 shares; 2026Q2: 4,239 shares 4,239 $387K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,167 shares; 2024Q4: 7,147 shares; 2025Q1: 7,166 shares; 2025Q2: 6,986 shares; 2025Q3: 5,856 shares; 2025Q4: 5,848 shares; 2026Q1: 5,736 shares; 2026Q2: 4,908 shares 4,908 $384K 0.01% -828 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,569 shares; 2024Q4: 5,293 shares; 2025Q1: 4,615 shares; 2025Q2: 4,706 shares; 2025Q3: 4,471 shares; 2025Q4: 4,850 shares; 2026Q1: 4,334 shares; 2026Q2: 4,151 shares 4,151 $383K 0.01% -183 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,126 shares; 2024Q4: 3,157 shares; 2025Q1: 2,567 shares; 2025Q2: 2,717 shares; 2025Q3: 2,277 shares; 2025Q4: 1,731 shares; 2026Q1: not reported; 2026Q2: 2,577 shares 2,577 $382K 0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,461 shares; 2026Q1: 6,579 shares; 2026Q2: 7,407 shares 7,407 $380K 0.01% +828 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: 3,054 shares; 2025Q1: 3,595 shares; 2025Q2: 3,789 shares; 2025Q3: 3,202 shares; 2025Q4: 3,199 shares; 2026Q1: 3,160 shares; 2026Q2: 3,181 shares 3,181 $374K 0.01% +21 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,670 shares 1,670 $374K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: 4,361 shares; 2025Q1: 4,539 shares; 2025Q2: 4,624 shares; 2025Q3: 4,620 shares; 2025Q4: 4,594 shares; 2026Q1: 4,410 shares; 2026Q2: 4,411 shares 4,411 $374K 0.01% +1 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,140 shares; 2025Q2: 2,106 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares; 2026Q1: 2,089 shares; 2026Q2: 2,060 shares 2,060 $370K 0.01% -29 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,655 shares; 2024Q4: 15,655 shares; 2025Q1: 15,655 shares; 2025Q2: 15,655 shares; 2025Q3: 15,655 shares; 2025Q4: 15,655 shares; 2026Q1: 18,303 shares; 2026Q2: 15,655 shares 15,655 $369K 0.01% -2,648 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,499 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,253 shares; 2026Q2: 2,250 shares 2,250 $368K 0.01% -3 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 16,000 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares; 2026Q1: 16,500 shares; 2026Q2: 16,500 shares 16,500 $367K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 2,685 shares; 2026Q1: 2,979 shares; 2026Q2: 3,515 shares 3,515 $364K 0.01% +536 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,258 shares; 2026Q1: 4,004 shares; 2026Q2: 4,237 shares 4,237 $363K 0.01% +233 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,641 shares 1,641 $363K 0.01% new 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; 2024Q3: 17,478 shares; 2024Q4: 16,968 shares; 2025Q1: 12,521 shares; 2025Q2: 10,827 shares; 2025Q3: 7,803 shares; 2025Q4: 7,824 shares; 2026Q1: 7,611 shares; 2026Q2: 7,103 shares 7,103 $359K 0.01% -508 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $354K 0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,657 shares; 2024Q4: 21,657 shares; 2025Q1: 22,096 shares; 2025Q2: 14,226 shares; 2025Q3: 14,836 shares; 2025Q4: 14,322 shares; 2026Q1: 14,192 shares; 2026Q2: 14,058 shares 14,058 $351K 0.01% -134 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,992 shares 1,992 $346K 0.01% new Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,073 shares 3,073 $343K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: 2,303 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 2,906 shares; 2026Q1: 2,906 shares; 2026Q2: 2,906 shares 2,906 $341K 0.01% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,139 shares; 2024Q4: 13,246 shares; 2025Q1: 13,229 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares; 2025Q4: 13,229 shares; 2026Q1: 13,229 shares; 2026Q2: 13,229 shares 13,229 $339K 0.01% 0 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; 2024Q3: 2,177 shares; 2024Q4: 2,221 shares; 2025Q1: 2,259 shares; 2025Q2: 2,431 shares; 2025Q3: 2,406 shares; 2025Q4: 2,513 shares; 2026Q1: 2,614 shares; 2026Q2: 2,051 shares 2,051 $335K 0.01% -563 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,376 shares; 2024Q4: 13,248 shares; 2025Q1: 13,146 shares; 2025Q2: 13,043 shares; 2025Q3: 13,043 shares; 2025Q4: 13,043 shares; 2026Q1: 13,043 shares; 2026Q2: 13,043 shares 13,043 $332K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 2,733 shares; 2025Q4: 2,698 shares; 2026Q1: 1,811 shares; 2026Q2: 1,761 shares 1,761 $331K 0.01% -50 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $331K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,574 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,541 shares; 2025Q3: 3,518 shares; 2025Q4: 3,180 shares; 2026Q1: 2,986 shares; 2026Q2: 2,963 shares 2,963 $329K 0.01% -23 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,360 shares; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,082 shares; 2026Q1: 2,082 shares; 2026Q2: 2,082 shares 2,082 $325K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 3,172 shares; 2025Q1: 3,172 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares; 2026Q2: 3,146 shares 3,146 $323K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,476 shares; 2024Q4: 12,938 shares; 2025Q1: 4,707 shares; 2025Q2: 4,490 shares; 2025Q3: 3,836 shares; 2025Q4: 3,509 shares; 2026Q1: 3,463 shares; 2026Q2: 3,162 shares 3,162 $323K 0.01% -301 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $323K 0.01% 0 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; 2024Q3: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 4,470 shares; 2025Q2: 4,474 shares; 2025Q3: 4,657 shares; 2025Q4: 9,324 shares; 2026Q1: 8,404 shares; 2026Q2: 7,094 shares 7,094 $322K 0.01% -1,310 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,026 shares; 2025Q3: 7,095 shares; 2025Q4: 4,429 shares; 2026Q1: 4,108 shares; 2026Q2: 6,321 shares 6,321 $320K 0.01% +2,213 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,253 shares; 2024Q4: not reported; 2025Q1: 12,460 shares; 2025Q2: 12,459 shares; 2025Q3: 12,459 shares; 2025Q4: 12,459 shares; 2026Q1: 12,459 shares; 2026Q2: 12,459 shares 12,459 $319K 0.01% 0 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; 2024Q3: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,409 shares; 2026Q2: 3,870 shares 3,870 $319K 0.01% -539 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares; 2026Q2: 1,817 shares 1,817 $316K 0.01% -4 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,428 shares; 2026Q1: 17,753 shares; 2026Q2: 17,428 shares 17,428 $309K 0.01% -325 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,593 shares; 2024Q4: 38,140 shares; 2025Q1: 33,413 shares; 2025Q2: 81,569 shares; 2025Q3: 81,798 shares; 2025Q4: 81,586 shares; 2026Q1: 23,977 shares; 2026Q2: 22,062 shares 22,062 $307K 0.01% -1,915 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,187 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,300 shares; 2025Q4: 3,250 shares; 2026Q1: 2,883 shares; 2026Q2: 2,779 shares 2,779 $307K 0.01% -104 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $306K 0.01% new 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; 2024Q3: 2,621 shares; 2024Q4: 8,456 shares; 2025Q1: 9,221 shares; 2025Q2: 3,122 shares; 2025Q3: 3,089 shares; 2025Q4: 2,729 shares; 2026Q1: 3,262 shares; 2026Q2: 3,145 shares 3,145 $303K 0.01% -117 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares; 2026Q2: 2,539 shares 2,539 $302K 0.01% 0 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; 2024Q3: 7,807 shares; 2024Q4: 7,589 shares; 2025Q1: 7,652 shares; 2025Q2: 7,650 shares; 2025Q3: 7,623 shares; 2025Q4: 7,679 shares; 2026Q1: 5,474 shares; 2026Q2: 5,226 shares 5,226 $302K 0.01% -248 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,088 shares; 2024Q4: 5,088 shares; 2025Q1: 4,718 shares; 2025Q2: 4,331 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares; 2026Q1: 4,149 shares; 2026Q2: 3,881 shares 3,881 $300K 0.01% -268 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,981 shares; 2024Q4: 1,981 shares; 2025Q1: 2,471 shares; 2025Q2: 2,169 shares; 2025Q3: 2,170 shares; 2025Q4: 2,212 shares; 2026Q1: 2,169 shares; 2026Q2: 3,133 shares 3,133 $299K 0.01% +964 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,313 shares; 2026Q2: 27,102 shares 27,102 $298K 0.01% +4,789 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,584 shares; 2024Q4: 19,089 shares; 2025Q1: 19,076 shares; 2025Q2: 14,616 shares; 2025Q3: 14,549 shares; 2025Q4: 9,646 shares; 2026Q1: 9,646 shares; 2026Q2: 9,646 shares 9,646 $298K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares; 2026Q2: 1,436 shares 1,436 $297K 0.01% 0 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 13,200 shares; 2026Q1: 21,100 shares; 2026Q2: 31,100 shares 31,100 $296K 0.01% +10,000 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,083 shares; 2024Q4: 6,485 shares; 2025Q1: 6,757 shares; 2025Q2: 6,320 shares; 2025Q3: 6,644 shares; 2025Q4: 6,640 shares; 2026Q1: 5,297 shares; 2026Q2: 7,196 shares 7,196 $295K 0.01% +1,899 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: 745 shares; 2025Q1: 783 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 806 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $290K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,091 shares; 2026Q1: 13,894 shares; 2026Q2: 13,894 shares 13,894 $285K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,490 shares; 2025Q2: 7,101 shares; 2025Q3: 7,176 shares; 2025Q4: 5,859 shares; 2026Q1: 5,359 shares; 2026Q2: 6,934 shares 6,934 $284K 0.01% +1,575 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,181 shares; 2025Q2: not reported; 2025Q3: 1,839 shares; 2025Q4: 1,867 shares; 2026Q1: 1,690 shares; 2026Q2: 1,615 shares 1,615 $283K 0.01% -75 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,263 shares 1,263 $283K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 3,233 shares; 2025Q1: 4,135 shares; 2025Q2: 4,080 shares; 2025Q3: 4,057 shares; 2025Q4: 4,057 shares; 2026Q1: 2,760 shares; 2026Q2: 2,852 shares 2,852 $280K 0.01% +92 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,715 shares 1,715 $280K 0.01% new 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; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,855 shares 2,855 $276K 0.01% 0 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; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,197 shares; 2026Q2: 3,197 shares 3,197 $274K 0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,263 shares; 2025Q3: 7,169 shares; 2025Q4: 9,138 shares; 2026Q1: not reported; 2026Q2: 9,528 shares 9,528 $269K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161 $266K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 2,819 shares; 2026Q1: 2,679 shares; 2026Q2: 3,276 shares 3,276 $263K 0.01% +597 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,721 shares 11,721 $262K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 884 shares; 2026Q2: 864 shares 864 $262K 0.01% -20 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,255 shares 2,255 $262K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,269 shares; 2024Q4: 15,131 shares; 2025Q1: 13,605 shares; 2025Q2: 29,955 shares; 2025Q3: 29,955 shares; 2025Q4: 29,955 shares; 2026Q1: 26,837 shares; 2026Q2: 23,908 shares 23,908 $261K 0.01% -2,929 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,223 shares; 2024Q4: 7,431 shares; 2025Q1: 7,373 shares; 2025Q2: 6,898 shares; 2025Q3: 5,366 shares; 2025Q4: 5,801 shares; 2026Q1: 5,805 shares; 2026Q2: 5,550 shares 5,550 $259K 0.01% -255 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; 2024Q3: 6,190 shares; 2024Q4: 6,190 shares; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares; 2026Q1: 5,365 shares; 2026Q2: 5,365 shares 5,365 $258K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,233 shares 6,233 $258K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,261 shares 8,261 $257K 0.01% new Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,863 shares 9,863 $255K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,679 shares; 2024Q4: 3,284 shares; 2025Q1: 3,255 shares; 2025Q2: 3,574 shares; 2025Q3: 1,443 shares; 2025Q4: not reported; 2026Q1: 1,838 shares; 2026Q2: 2,226 shares 2,226 $254K 0.01% +388 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,110 shares; 2024Q4: 9,528 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,447 shares; 2026Q2: 10,447 shares 10,447 $253K 0.01% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,522 shares 9,522 $253K 0.01% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,031 shares; 2025Q4: 6,031 shares; 2026Q1: 6,031 shares; 2026Q2: 6,031 shares 6,031 $252K 0.01% 0 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,465 shares; 2025Q2: 19,465 shares; 2025Q3: not reported; 2025Q4: 16,631 shares; 2026Q1: 16,631 shares; 2026Q2: 16,631 shares 16,631 $250K 0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,133 shares; 2024Q4: 7,133 shares; 2025Q1: 7,133 shares; 2025Q2: 7,133 shares; 2025Q3: 7,133 shares; 2025Q4: 5,543 shares; 2026Q1: 5,543 shares; 2026Q2: 5,401 shares 5,401 $250K 0.01% -142 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,079 shares; 2025Q2: 2,000 shares; 2025Q3: 2,009 shares; 2025Q4: 2,000 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $248K 0.01% 0 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $248K 0.01% new Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: not reported; 2026Q2: 1,238 shares 1,238 $247K 0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,539 shares; 2024Q4: 11,244 shares; 2025Q1: 11,052 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,232 shares; 2026Q1: 4,907 shares; 2026Q2: 4,868 shares 4,868 $243K 0.01% -39 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,479 shares; 2025Q4: 3,479 shares; 2026Q1: 3,479 shares; 2026Q2: 3,479 shares 3,479 $243K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,536 shares; 2026Q2: 2,536 shares 2,536 $241K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,931 shares; 2026Q1: 3,257 shares; 2026Q2: 3,081 shares 3,081 $240K 0.01% -176 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $238K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $238K 0.01% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,726 shares 21,726 $237K 0.01% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,844 shares; 2025Q4: 6,844 shares; 2026Q1: 6,844 shares; 2026Q2: 6,844 shares 6,844 $237K 0.01% 0 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; 2024Q3: 4,768 shares; 2024Q4: 4,809 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,462 shares; 2026Q2: 4,162 shares 4,162 $235K 0.01% -300 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585 shares; 2025Q4: 1,740 shares; 2026Q1: not reported; 2026Q2: 1,740 shares 1,740 $234K 0.01% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,260 shares; 2026Q1: not reported; 2026Q2: 3,068 shares 3,068 $233K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 513 shares; 2025Q1: 503 shares; 2025Q2: 497 shares; 2025Q3: 514 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $232K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,544 shares; 2024Q4: 10,544 shares; 2025Q1: 10,534 shares; 2025Q2: 10,332 shares; 2025Q3: 10,526 shares; 2025Q4: 10,489 shares; 2026Q1: 10,393 shares; 2026Q2: 9,944 shares 9,944 $229K 0.01% -449 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,521 shares; 2024Q4: 13,305 shares; 2025Q1: 10,481 shares; 2025Q2: 10,639 shares; 2025Q3: 8,788 shares; 2025Q4: 8,788 shares; 2026Q1: 8,324 shares; 2026Q2: 6,312 shares 6,312 $229K 0.01% -2,012 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,333 shares 4,333 $228K 0.01% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,315 shares 8,315 $228K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 764 shares 764 $227K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $227K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,165 shares; 2025Q2: 1,206 shares; 2025Q3: 1,559 shares; 2025Q4: 2,107 shares; 2026Q1: 2,294 shares; 2026Q2: 2,591 shares 2,591 $225K 0.01% +297 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 910 shares; 2025Q2: 809 shares; 2025Q3: 760 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares 705 $224K 0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,235 shares 4,235 $223K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,447 shares; 2026Q1: not reported; 2026Q2: 2,424 shares 2,424 $219K 0.01% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,344 shares; 2026Q2: 8,351 shares 8,351 $218K 0.01% +7 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 959 shares 959 $218K 0.01% new Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,169 shares; 2026Q2: 13,169 shares 13,169 $217K 0.01% 0 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; 2024Q3: 4,954 shares; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,297 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares; 2026Q1: 4,297 shares; 2026Q2: 4,297 shares 4,297 $217K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,930 shares; 2024Q4: 11,611 shares; 2025Q1: 1,867 shares; 2025Q2: 1,578 shares; 2025Q3: 1,457 shares; 2025Q4: 1,099 shares; 2026Q1: 925 shares; 2026Q2: 801 shares 801 $217K 0.01% -124 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,027 shares; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 6,146 shares; 2025Q4: 6,401 shares; 2026Q1: 6,114 shares; 2026Q2: 5,862 shares 5,862 $217K 0.01% -252 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,889 shares; 2024Q4: 5,370 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,429 shares; 2026Q1: 4,429 shares; 2026Q2: 4,429 shares 4,429 $216K 0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,187 shares; 2026Q1: not reported; 2026Q2: 8,187 shares 8,187 $216K 0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $214K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,337 shares 2,337 $211K 0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,835 shares; 2025Q4: not reported; 2026Q1: 1,835 shares; 2026Q2: 1,835 shares 1,835 $210K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 359 shares; 2025Q4: 375 shares; 2026Q1: 254 shares; 2026Q2: 207 shares 207 $209K 0.01% -47 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,762 shares; 2024Q4: 4,762 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 5,085 shares; 2025Q4: 5,041 shares; 2026Q1: 5,242 shares; 2026Q2: 4,892 shares 4,892 $209K 0.01% -350 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,414 shares; 2024Q4: 7,414 shares; 2025Q1: 7,414 shares; 2025Q2: 7,321 shares; 2025Q3: 6,501 shares; 2025Q4: 5,672 shares; 2026Q1: not reported; 2026Q2: 5,436 shares 5,436 $207K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,068 shares; 2026Q1: 3,562 shares; 2026Q2: 3,387 shares 3,387 $204K 0.01% -175 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares; 2026Q2: 1,387 shares 1,387 $203K 0.01% -145 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,977 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares; 2026Q1: 7,977 shares; 2026Q2: 7,977 shares 7,977 $203K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,789 shares 1,789 $203K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,825 shares 1,825 $201K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,185 shares 1,185 $201K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: 3,298 shares; 2025Q1: 3,312 shares; 2025Q2: 2,995 shares; 2025Q3: 3,030 shares; 2025Q4: not reported; 2026Q1: 4,883 shares; 2026Q2: 4,643 shares 4,643 $201K <0.01% -240 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,249 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,212 shares 3,212 $200K <0.01% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 511 shares; 2025Q1: 512 shares; 2025Q2: 508 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares 430 $200K <0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,451 shares; 2025Q3: 13,391 shares; 2025Q4: 13,391 shares; 2026Q1: 13,391 shares; 2026Q2: 13,325 shares 13,325 $195K <0.01% -66 Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,546 shares; 2026Q1: 12,699 shares; 2026Q2: 12,699 shares 12,699 $141K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,241 shares; 2024Q4: 11,241 shares; 2025Q1: 11,241 shares; 2025Q2: 11,241 shares; 2025Q3: 11,241 shares; 2025Q4: 11,239 shares; 2026Q1: 12,438 shares; 2026Q2: 12,419 shares 12,419 $134K <0.01% -19 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,600 shares; 2025Q4: 13,600 shares; 2026Q1: 13,600 shares; 2026Q2: 13,600 shares 13,600 $57.9K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,355 shares; 2026Q2: 25,472 shares 25,472 $55K <0.01% +7,117 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,324 shares; 2024Q4: 10,324 shares; 2025Q1: 10,324 shares; 2025Q2: 10,324 shares; 2025Q3: 10,324 shares; 2025Q4: 10,324 shares; 2026Q1: 10,324 shares; 2026Q2: 10,324 shares 10,324 $25.1K <0.01% 0 Timeline