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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,655,902 shares; 2024Q4: 26,969,096 shares; 2025Q1: 26,094,613 shares; 2025Q2: 26,303,687 shares; 2025Q3: 25,782,400 shares 25,782,400 $8.46B 16.72% -521,287 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,353,008 shares; 2024Q4: 137,485,176 shares; 2025Q1: 133,982,969 shares; 2025Q2: 134,083,394 shares; 2025Q3: 137,447,739 shares 137,447,739 $8.24B 16.28% +3,364,345 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,087,696 shares; 2024Q4: 52,912,384 shares; 2025Q1: 64,900,904 shares; 2025Q2: 73,909,544 shares; 2025Q3: 78,546,237 shares 78,546,237 $6.15B 12.16% +4,636,693 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,838,225 shares; 2024Q4: 59,799,391 shares; 2025Q1: 55,807,069 shares; 2025Q2: 52,572,127 shares; 2025Q3: 52,475,303 shares 52,475,303 $2.84B 5.62% -96,824 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,763,817 shares; 2024Q4: 19,893,388 shares; 2025Q1: 21,876,462 shares; 2025Q2: 23,067,850 shares; 2025Q3: 24,568,480 shares 24,568,480 $2.46B 4.87% +1,500,630 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,886,596 shares; 2024Q4: 18,258,259 shares; 2025Q1: 18,408,702 shares; 2025Q2: 18,584,233 shares; 2025Q3: 17,343,529 shares 17,343,529 $1.85B 3.65% -1,240,704 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128,884 shares; 2024Q4: 11,800,874 shares; 2025Q1: 11,538,827 shares; 2025Q2: 11,275,319 shares; 2025Q3: 10,939,405 shares 10,939,405 $1.59B 3.15% -335,914 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,285,695 shares; 2024Q4: 17,932,988 shares; 2025Q1: 17,884,123 shares; 2025Q2: 19,155,647 shares; 2025Q3: 20,126,277 shares 20,126,277 $1.15B 2.27% +970,630 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789,247 shares; 2024Q4: 5,448,671 shares; 2025Q1: 5,225,476 shares; 2025Q2: 5,196,580 shares; 2025Q3: 5,080,035 shares 5,080,035 $947M 1.87% -116,545 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,772,824 shares; 2024Q4: 20,942,074 shares; 2025Q1: 18,361,230 shares; 2025Q2: 17,523,971 shares; 2025Q3: 18,361,174 shares 18,361,174 $908M 1.79% +837,203 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372,688 shares; 2024Q4: 11,366,549 shares; 2025Q1: 10,672,579 shares; 2025Q2: 10,128,262 shares; 2025Q3: 9,866,920 shares 9,866,920 $861M 1.7% -261,342 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470,868 shares; 2024Q4: 16,163,720 shares; 2025Q1: 16,131,496 shares; 2025Q2: 17,616,693 shares; 2025Q3: 18,142,585 shares 18,142,585 $840M 1.66% +525,892 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223,651 shares; 2024Q4: 5,346,182 shares; 2025Q1: 5,305,878 shares; 2025Q2: 5,599,651 shares; 2025Q3: 5,847,849 shares 5,847,849 $762M 1.51% +248,198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680,672 shares; 2024Q4: 4,509,099 shares; 2025Q1: 4,291,924 shares; 2025Q2: 4,133,464 shares; 2025Q3: 4,020,310 shares 4,020,310 $702M 1.39% -113,154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697,782 shares; 2024Q4: 3,546,772 shares; 2025Q1: 3,353,053 shares; 2025Q2: 3,200,471 shares; 2025Q3: 3,100,066 shares 3,100,066 $647M 1.28% -100,405 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,724,204 shares; 2024Q4: 9,034,036 shares; 2025Q1: 7,977,068 shares; 2025Q2: 7,892,474 shares; 2025Q3: 6,721,924 shares 6,721,924 $640M 1.26% -1,170,550 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,721,617 shares; 2024Q4: 6,216,053 shares; 2025Q1: 9,185,647 shares; 2025Q2: 11,291,079 shares; 2025Q3: 12,178,595 shares 12,178,595 $618M 1.22% +887,516 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,847,227 shares; 2024Q4: 7,087,899 shares; 2025Q1: 9,181,983 shares; 2025Q2: 13,127,515 shares; 2025Q3: 12,614,228 shares 12,614,228 $575M 1.14% -513,287 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317,937 shares; 2024Q4: 3,277,272 shares; 2025Q1: 3,414,311 shares; 2025Q2: 3,840,238 shares; 2025Q3: 3,889,897 shares 3,889,897 $566M 1.12% +49,659 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416,815 shares; 2024Q4: 5,627,968 shares; 2025Q1: 5,641,890 shares; 2025Q2: 5,698,815 shares; 2025Q3: 5,639,190 shares 5,639,190 $565M 1.12% -59,625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496,060 shares; 2024Q4: 24,550,119 shares; 2025Q1: 23,595,575 shares; 2025Q2: 22,942,141 shares; 2025Q3: 22,372,945 shares 22,372,945 $521M 1.03% -569,196 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987,795 shares; 2024Q4: 6,023,300 shares; 2025Q1: 13,225,086 shares; 2025Q2: 18,749,171 shares; 2025Q3: 18,084,620 shares 18,084,620 $476M 0.94% -664,551 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869,140 shares; 2024Q4: 4,050,462 shares; 2025Q1: 3,822,211 shares; 2025Q2: 4,006,464 shares; 2025Q3: 4,140,622 shares 4,140,622 $428M 0.85% +134,158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055,329 shares; 2024Q4: 17,773,620 shares; 2025Q1: 17,254,102 shares; 2025Q2: 16,827,398 shares; 2025Q3: 16,504,113 shares 16,504,113 $424M 0.84% -323,285 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656,001 shares; 2024Q4: 8,006,857 shares; 2025Q1: 7,467,240 shares; 2025Q2: 6,383,212 shares; 2025Q3: 6,101,205 shares 6,101,205 $402M 0.79% -282,007 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350,199 shares; 2024Q4: 3,403,920 shares; 2025Q1: 3,295,488 shares; 2025Q2: 3,856,164 shares; 2025Q3: 3,888,708 shares 3,888,708 $362M 0.71% +32,544 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,714 shares; 2024Q4: 69,080 shares; 2025Q1: 105,892 shares; 2025Q2: 482,841 shares; 2025Q3: 6,573,354 shares 6,573,354 $329M 0.65% +6,090,513 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001,680 shares; 2024Q4: 6,201,642 shares; 2025Q1: 6,191,508 shares; 2025Q2: 7,726,859 shares; 2025Q3: 7,498,060 shares 7,498,060 $321M 0.63% -228,799 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,004 shares; 2024Q4: 1,299,071 shares; 2025Q1: 1,297,812 shares; 2025Q2: 1,285,649 shares; 2025Q3: 1,292,244 shares 1,292,244 $293M 0.58% +6,595 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,311 shares; 2024Q4: 1,795,205 shares; 2025Q1: 1,710,860 shares; 2025Q2: 1,639,610 shares; 2025Q3: 1,594,763 shares 1,594,763 $223M 0.44% -44,847 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894,859 shares; 2024Q4: 1,852,156 shares; 2025Q1: 1,656,401 shares; 2025Q2: 1,469,300 shares; 2025Q3: 3,314,686 shares 3,314,686 $222M 0.44% +1,845,386 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,136 shares; 2024Q4: 238,785 shares; 2025Q1: 273,369 shares; 2025Q2: 303,933 shares; 2025Q3: 303,612 shares 303,612 $186M 0.37% -321 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,718 shares; 2024Q4: 256,276 shares; 2025Q1: 267,507 shares; 2025Q2: 290,155 shares; 2025Q3: 305,906 shares 305,906 $147M 0.29% +15,751 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238,965 shares; 2024Q4: 3,391,317 shares; 2025Q1: 2,977,966 shares; 2025Q2: 3,346,542 shares; 2025Q3: 3,277,758 shares 3,277,758 $142M 0.28% -68,784 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592,678 shares; 2024Q4: 1,679,216 shares; 2025Q1: 1,708,067 shares; 2025Q2: 1,854,836 shares; 2025Q3: 1,836,898 shares 1,836,898 $137M 0.27% -17,938 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,027,150 shares; 2024Q4: 5,095,611 shares; 2025Q1: 4,781,850 shares; 2025Q2: 3,191,444 shares; 2025Q3: 3,253,245 shares 3,253,245 $134M 0.26% +61,801 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888,435 shares; 2024Q4: 2,715,418 shares; 2025Q1: 2,574,832 shares; 2025Q2: 2,512,074 shares; 2025Q3: 2,411,815 shares 2,411,815 $133M 0.26% -100,259 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,731 shares; 2024Q4: 829,076 shares; 2025Q1: 794,473 shares; 2025Q2: 748,283 shares; 2025Q3: 718,375 shares 718,375 $127M 0.25% -29,908 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605,701 shares; 2024Q4: 4,652,799 shares; 2025Q1: 4,464,267 shares; 2025Q2: 4,362,278 shares; 2025Q3: 4,251,449 shares 4,251,449 $124M 0.24% -110,829 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114,157 shares; 2024Q4: 2,270,295 shares; 2025Q1: 2,552,979 shares; 2025Q2: 2,961,360 shares; 2025Q3: 3,166,372 shares 3,166,372 $122M 0.24% +205,012 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229,328 shares; 2024Q4: 1,274,494 shares; 2025Q1: 1,320,747 shares; 2025Q2: 1,520,777 shares; 2025Q3: 1,556,154 shares 1,556,154 $122M 0.24% +35,377 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967,593 shares; 2024Q4: 1,933,185 shares; 2025Q1: 1,934,050 shares; 2025Q2: 1,934,222 shares; 2025Q3: 1,934,284 shares 1,934,284 $106M 0.21% +62 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,672 shares; 2024Q4: 158,871 shares; 2025Q1: 154,278 shares; 2025Q2: 149,690 shares; 2025Q3: 144,862 shares 144,862 $97M 0.19% -4,828 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672,069 shares; 2024Q4: 1,826,450 shares; 2025Q1: 1,773,394 shares; 2025Q2: 1,517,997 shares; 2025Q3: 1,506,644 shares 1,506,644 $93.8M 0.19% -11,353 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660,288 shares; 2024Q4: 1,744,334 shares; 2025Q1: 1,760,768 shares; 2025Q2: 2,098,854 shares; 2025Q3: 2,174,673 shares 2,174,673 $88.6M 0.18% +75,819 Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,788 shares; 2024Q4: 1,898,966 shares; 2025Q1: 2,061,069 shares; 2025Q2: 1,939,171 shares; 2025Q3: 1,986,093 shares 1,986,093 $86.7M 0.17% +46,922 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,492 shares; 2024Q4: 1,303,224 shares; 2025Q1: 1,118,795 shares; 2025Q2: 865,310 shares; 2025Q3: 781,837 shares 781,837 $86.4M 0.17% -83,473 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805,656 shares; 2024Q4: 2,514,610 shares; 2025Q1: 2,015,442 shares; 2025Q2: 1,733,107 shares; 2025Q3: 1,638,838 shares 1,638,838 $83M 0.16% -94,269 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,453 shares; 2024Q4: 734,875 shares; 2025Q1: 812,518 shares; 2025Q2: 1,824,389 shares; 2025Q3: 1,760,723 shares 1,760,723 $82.4M 0.16% -63,666 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491,317 shares; 2024Q4: 1,602,629 shares; 2025Q1: 1,628,510 shares; 2025Q2: 1,747,178 shares; 2025Q3: 1,780,747 shares 1,780,747 $80.3M 0.16% +33,569 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,438 shares; 2024Q4: 416,031 shares; 2025Q1: 401,919 shares; 2025Q2: 388,831 shares; 2025Q3: 378,298 shares 378,298 $78.1M 0.15% -10,533 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444,481 shares; 2024Q4: 1,449,648 shares; 2025Q1: 1,471,136 shares; 2025Q2: 1,466,453 shares; 2025Q3: 1,482,783 shares 1,482,783 $76M 0.15% +16,330 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894,859 shares; 2024Q4: 898,115 shares; 2025Q1: 1,154,830 shares; 2025Q2: 1,428,397 shares; 2025Q3: 1,523,360 shares 1,523,360 $73.2M 0.14% +94,963 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,498 shares; 2024Q4: 768,272 shares; 2025Q1: 870,342 shares; 2025Q2: 883,141 shares; 2025Q3: 1,085,559 shares 1,085,559 $70.6M 0.14% +202,418 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,339 shares; 2024Q4: 62,028 shares; 2025Q1: 137,719 shares; 2025Q2: 244,121 shares; 2025Q3: 238,877 shares 238,877 $70.2M 0.14% -5,244 Timeline EFAX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325,675 shares; 2024Q4: 1,435,788 shares; 2025Q1: 1,405,380 shares; 2025Q2: 1,376,427 shares; 2025Q3: 1,406,903 shares 1,406,903 $69.4M 0.14% +30,476 Timeline JMSI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,572 shares; 2024Q4: 460,029 shares; 2025Q1: 736,344 shares; 2025Q2: 1,134,628 shares; 2025Q3: 1,360,487 shares 1,360,487 $68.3M 0.14% +225,859 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,517 shares; 2024Q4: 414,023 shares; 2025Q1: 508,902 shares; 2025Q2: 557,611 shares; 2025Q3: 533,633 shares 533,633 $63.2M 0.12% -23,978 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216,146 shares; 2024Q4: 1,293,055 shares; 2025Q1: 1,321,558 shares; 2025Q2: 1,310,676 shares; 2025Q3: 1,259,094 shares 1,259,094 $60.6M 0.12% -51,582 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,228 shares; 2024Q4: 145,300 shares; 2025Q1: 160,175 shares; 2025Q2: 244,160 shares; 2025Q3: 234,687 shares 234,687 $59.7M 0.12% -9,473 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,400 shares; 2024Q4: 599,378 shares; 2025Q1: 595,972 shares; 2025Q2: 762,667 shares; 2025Q3: 791,873 shares 791,873 $59.3M 0.12% +29,206 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,743 shares; 2024Q4: 318,801 shares; 2025Q1: 1,183,261 shares; 2025Q2: 1,294,511 shares; 2025Q3: 1,510,820 shares 1,510,820 $57.1M 0.11% +216,309 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,161 shares; 2024Q4: 481,661 shares; 2025Q1: 634,891 shares; 2025Q2: 687,332 shares; 2025Q3: 1,213,586 shares 1,213,586 $55.9M 0.11% +526,254 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,551 shares; 2025Q2: 440,990 shares; 2025Q3: 504,303 shares 504,303 $51M 0.1% +63,313 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,866 shares; 2024Q4: 1,307,929 shares; 2025Q1: 1,445,557 shares; 2025Q2: 1,452,939 shares; 2025Q3: 1,553,680 shares 1,553,680 $50.9M 0.1% +100,741 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,982 shares; 2024Q4: 846,193 shares; 2025Q1: 918,774 shares; 2025Q2: 1,031,555 shares; 2025Q3: 1,142,139 shares 1,142,139 $48.8M 0.1% +110,584 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,974 shares; 2024Q4: 425,114 shares; 2025Q1: 409,944 shares; 2025Q2: 396,933 shares; 2025Q3: 382,197 shares 382,197 $48.1M 0.1% -14,736 Timeline GSJY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,342 shares; 2024Q4: 642,521 shares; 2025Q1: 666,740 shares; 2025Q2: 993,150 shares; 2025Q3: 1,061,442 shares 1,061,442 $47.9M 0.09% +68,292 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,568 shares; 2024Q4: 522,022 shares; 2025Q1: 537,140 shares; 2025Q2: 570,256 shares; 2025Q3: 600,389 shares 600,389 $47.4M 0.09% +30,133 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,357 shares; 2024Q4: 443,404 shares; 2025Q1: 1,246,030 shares; 2025Q2: 1,551,114 shares; 2025Q3: 1,533,125 shares 1,533,125 $42.8M 0.08% -17,989 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,497 shares; 2024Q4: 71,459 shares; 2025Q1: 83,943 shares; 2025Q2: 73,452 shares; 2025Q3: 70,473 shares 70,473 $42.3M 0.08% -2,979 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,517 shares; 2024Q4: 558,225 shares; 2025Q1: 596,331 shares; 2025Q2: 909,269 shares; 2025Q3: 976,565 shares 976,565 $40.8M 0.08% +67,296 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,078 shares; 2024Q4: 185,376 shares; 2025Q1: 183,029 shares; 2025Q2: 306,480 shares; 2025Q3: 296,167 shares 296,167 $40.2M 0.08% -10,313 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530,048 shares; 2025Q3: 775,892 shares 775,892 $39.5M 0.08% +245,844 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,341 shares; 2024Q4: 29,151 shares; 2025Q1: 55,117 shares; 2025Q2: 116,212 shares; 2025Q3: 154,011 shares 154,011 $38.1M 0.08% +37,799 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151,876 shares; 2024Q4: 1,349,465 shares; 2025Q1: 1,235,913 shares; 2025Q2: 1,419,635 shares; 2025Q3: 1,508,421 shares 1,508,421 $35.5M 0.07% +88,786 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,237 shares; 2024Q4: 224,477 shares; 2025Q1: 233,705 shares; 2025Q2: 580,803 shares; 2025Q3: 688,553 shares 688,553 $34.4M 0.07% +107,750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,559 shares; 2024Q4: 124,476 shares; 2025Q1: 133,117 shares; 2025Q2: 143,685 shares; 2025Q3: 154,493 shares 154,493 $33.3M 0.07% +10,808 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,662 shares; 2024Q4: 32,902 shares; 2025Q1: 78,016 shares; 2025Q2: 117,766 shares; 2025Q3: 107,343 shares 107,343 $33M 0.07% -10,423 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975,749 shares; 2024Q4: 1,191,143 shares; 2025Q1: 1,634,802 shares; 2025Q2: 1,818,881 shares; 2025Q3: 1,131,975 shares 1,131,975 $31.4M 0.06% -686,906 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067,672 shares; 2024Q4: 1,226,803 shares; 2025Q1: 1,222,034 shares; 2025Q2: 864,568 shares; 2025Q3: 831,482 shares 831,482 $30.2M 0.06% -33,086 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,033 shares; 2024Q4: 400,515 shares; 2025Q1: 541,388 shares; 2025Q2: 591,634 shares; 2025Q3: 696,542 shares 696,542 $30.2M 0.06% +104,908 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,881 shares; 2024Q4: 1,249,400 shares; 2025Q1: 1,293,228 shares; 2025Q2: 702,982 shares; 2025Q3: 644,835 shares 644,835 $30.1M 0.06% -58,147 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173,473 shares; 2024Q4: 1,241,582 shares; 2025Q1: 1,294,724 shares; 2025Q2: 669,297 shares; 2025Q3: 635,040 shares 635,040 $29.1M 0.06% -34,257 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,949 shares; 2024Q4: 823,919 shares; 2025Q1: 877,048 shares; 2025Q2: 812,552 shares; 2025Q3: 855,439 shares 855,439 $27.4M 0.05% +42,887 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 502,686 shares; 2025Q1: 689,322 shares; 2025Q2: 777,894 shares; 2025Q3: 862,405 shares 862,405 $27.2M 0.05% +84,511 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,723 shares; 2024Q4: 41,485 shares; 2025Q1: 49,514 shares; 2025Q2: 280,648 shares; 2025Q3: 355,311 shares 355,311 $26.1M 0.05% +74,663 Timeline EEMX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,687 shares; 2024Q4: 795,659 shares; 2025Q1: 726,952 shares; 2025Q2: 641,658 shares; 2025Q3: 616,039 shares 616,039 $25.8M 0.05% -25,619 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,773 shares; 2024Q4: 76,779 shares; 2025Q1: 79,768 shares; 2025Q2: 82,993 shares; 2025Q3: 84,539 shares 84,539 $24.8M 0.05% +1,546 Timeline GEMD GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,633 shares; 2024Q4: 485,705 shares; 2025Q1: 491,452 shares; 2025Q2: 542,916 shares; 2025Q3: 584,849 shares 584,849 $24.6M 0.05% +41,933 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,510 shares; 2024Q4: 32,923 shares; 2025Q1: 20,176 shares; 2025Q2: 309,606 shares; 2025Q3: 334,391 shares 334,391 $23.3M 0.05% +24,785 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,776 shares; 2025Q1: 162,947 shares; 2025Q2: 238,088 shares; 2025Q3: 246,140 shares 246,140 $23.1M 0.05% +8,052 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,253 shares; 2024Q4: 256,060 shares; 2025Q1: 275,476 shares; 2025Q2: 279,263 shares; 2025Q3: 310,087 shares 310,087 $22.3M 0.04% +30,824 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,095 shares; 2024Q4: 437,930 shares; 2025Q1: 501,309 shares; 2025Q2: 603,824 shares; 2025Q3: 673,543 shares 673,543 $22.2M 0.04% +69,719 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,140 shares; 2024Q4: 219,701 shares; 2025Q1: 249,003 shares; 2025Q2: 263,024 shares; 2025Q3: 282,041 shares 282,041 $22M 0.04% +19,017 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,413 shares; 2024Q4: 29,893 shares; 2025Q1: 34,571 shares; 2025Q2: 216,032 shares; 2025Q3: 205,744 shares 205,744 $22M 0.04% -10,288 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,953 shares; 2024Q4: 262,780 shares; 2025Q1: 309,559 shares; 2025Q2: 342,966 shares; 2025Q3: 358,136 shares 358,136 $20.8M 0.04% +15,170 Timeline USDX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,273 shares; 2024Q4: 503,117 shares; 2025Q1: 631,784 shares; 2025Q2: 711,801 shares; 2025Q3: 751,210 shares 751,210 $19.4M 0.04% +39,409 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,741 shares; 2024Q4: 385,744 shares; 2025Q1: 422,657 shares; 2025Q2: 329,777 shares; 2025Q3: 330,918 shares 330,918 $18.8M 0.04% +1,141 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,464 shares; 2024Q4: 154,444 shares; 2025Q1: 164,553 shares; 2025Q2: 179,298 shares; 2025Q3: 183,623 shares 183,623 $18.3M 0.04% +4,325 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,683 shares; 2024Q4: 154,954 shares; 2025Q1: 163,182 shares; 2025Q2: 170,591 shares; 2025Q3: 162,972 shares 162,972 $18.2M 0.04% -7,619 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,989 shares; 2024Q4: 228,078 shares; 2025Q1: 259,489 shares; 2025Q2: 276,124 shares; 2025Q3: 331,593 shares 331,593 $16.8M 0.03% +55,469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903,339 shares; 2024Q4: 577,819 shares; 2025Q1: 502,782 shares; 2025Q2: 351,901 shares; 2025Q3: 338,152 shares 338,152 $16.3M 0.03% -13,749 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292,300 shares 292,300 $15.3M 0.03% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,563 shares; 2024Q4: 582,627 shares; 2025Q1: 603,085 shares; 2025Q2: 633,937 shares; 2025Q3: 707,629 shares 707,629 $15.3M 0.03% +73,692 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,414 shares; 2024Q4: 208,729 shares; 2025Q1: 165,489 shares; 2025Q2: 224,406 shares; 2025Q3: 215,457 shares 215,457 $14.7M 0.03% -8,949 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,359 shares; 2024Q4: 189,412 shares; 2025Q1: 188,929 shares; 2025Q2: 195,623 shares; 2025Q3: 204,031 shares 204,031 $14.5M 0.03% +8,408 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,547 shares; 2024Q4: 272,759 shares; 2025Q1: 282,478 shares; 2025Q2: 290,988 shares; 2025Q3: 301,959 shares 301,959 $14.2M 0.03% +10,971 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,681 shares; 2024Q4: 180,280 shares; 2025Q1: 222,167 shares; 2025Q2: 247,289 shares; 2025Q3: 290,719 shares 290,719 $13.9M 0.03% +43,430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,830 shares; 2024Q4: 118,220 shares; 2025Q1: 322,222 shares; 2025Q2: 399,485 shares; 2025Q3: 426,285 shares 426,285 $13.6M 0.03% +26,800 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,810 shares; 2024Q4: 499,711 shares; 2025Q1: 532,593 shares; 2025Q2: 551,158 shares; 2025Q3: 617,161 shares 617,161 $13.5M 0.03% +66,003 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,406 shares; 2024Q4: 100,896 shares; 2025Q1: 98,075 shares; 2025Q2: 159,219 shares; 2025Q3: 182,929 shares 182,929 $13.3M 0.03% +23,710 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,463 shares; 2024Q4: 47,830 shares; 2025Q1: 73,734 shares; 2025Q2: 74,802 shares; 2025Q3: 132,765 shares 132,765 $12.8M 0.03% +57,963 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,068 shares; 2024Q4: 21,593 shares; 2025Q1: 32,945 shares; 2025Q2: 30,482 shares; 2025Q3: 29,309 shares 29,309 $12.8M 0.03% -1,173 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,729 shares; 2024Q4: 207,153 shares; 2025Q1: 164,568 shares; 2025Q2: 169,526 shares; 2025Q3: 235,962 shares 235,962 $12.5M 0.02% +66,436 Timeline VNQI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,072 shares; 2024Q4: 171,317 shares; 2025Q1: 180,111 shares; 2025Q2: 266,181 shares; 2025Q3: 262,095 shares 262,095 $12.5M 0.02% -4,086 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,690 shares; 2024Q4: 211,049 shares; 2025Q1: 195,066 shares; 2025Q2: 200,986 shares; 2025Q3: 217,395 shares 217,395 $12.4M 0.02% +16,409 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,188 shares; 2024Q4: 148,195 shares; 2025Q1: 295,823 shares; 2025Q2: 315,470 shares; 2025Q3: 341,823 shares 341,823 $12.2M 0.02% +26,353 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,166 shares; 2024Q4: 376,419 shares; 2025Q1: 372,733 shares; 2025Q2: 372,872 shares; 2025Q3: 372,014 shares 372,014 $12M 0.02% -858 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,656 shares; 2025Q1: 243,282 shares; 2025Q2: 267,491 shares; 2025Q3: 232,707 shares 232,707 $12M 0.02% -34,784 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,160 shares; 2024Q4: 290,923 shares; 2025Q1: 294,493 shares; 2025Q2: 372,368 shares; 2025Q3: 369,406 shares 369,406 $11.6M 0.02% -2,962 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 12,918 shares; 2025Q1: 14,457 shares; 2025Q2: 15,318 shares; 2025Q3: 16,587 shares 16,587 $11.1M 0.02% +1,269 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,493 shares; 2024Q4: 282,217 shares; 2025Q1: 286,764 shares; 2025Q2: 263,187 shares; 2025Q3: 297,650 shares 297,650 $11M 0.02% +34,463 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,834 shares; 2024Q4: 215,420 shares; 2025Q1: 245,106 shares; 2025Q2: 231,854 shares; 2025Q3: 209,620 shares 209,620 $10.7M 0.02% -22,234 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,357 shares; 2024Q4: 371,348 shares; 2025Q1: 367,414 shares; 2025Q2: 349,225 shares; 2025Q3: 337,462 shares 337,462 $10.6M 0.02% -11,763 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,504 shares; 2024Q4: 103,556 shares; 2025Q1: 109,747 shares; 2025Q2: 107,587 shares; 2025Q3: 116,546 shares 116,546 $10.4M 0.02% +8,959 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,146 shares; 2024Q4: 211,839 shares; 2025Q1: 218,719 shares; 2025Q2: 212,187 shares; 2025Q3: 214,194 shares 214,194 $10.3M 0.02% +2,007 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,873 shares; 2024Q4: 44,116 shares; 2025Q1: 47,183 shares; 2025Q2: 47,321 shares; 2025Q3: 47,641 shares 47,641 $9.5M 0.02% +320 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,253 shares; 2024Q4: 83,322 shares; 2025Q1: 109,119 shares; 2025Q2: 162,302 shares; 2025Q3: 222,544 shares 222,544 $9.45M 0.02% +60,242 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,819 shares; 2024Q4: 26,046 shares; 2025Q1: 32,347 shares; 2025Q2: 30,677 shares; 2025Q3: 90,300 shares 90,300 $9.09M 0.02% +59,623 Timeline AVDV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,573 shares; 2024Q4: 107,945 shares; 2025Q1: 106,406 shares; 2025Q2: 99,278 shares; 2025Q3: 98,809 shares 98,809 $8.8M 0.02% -469 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,329 shares; 2024Q4: 297,457 shares; 2025Q1: 317,060 shares; 2025Q2: 320,413 shares; 2025Q3: 306,338 shares 306,338 $8.5M 0.02% -14,075 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,175 shares; 2024Q4: 227,353 shares; 2025Q1: 268,218 shares; 2025Q2: 310,093 shares; 2025Q3: 348,105 shares 348,105 $8.3M 0.02% +38,012 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 56,810 shares; 2025Q1: 71,375 shares; 2025Q2: 74,564 shares; 2025Q3: 92,333 shares 92,333 $8.25M 0.02% +17,769 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,071 shares; 2024Q4: 179,326 shares; 2025Q1: 169,291 shares; 2025Q2: 166,364 shares; 2025Q3: 150,701 shares 150,701 $8.04M 0.02% -15,663 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,107 shares; 2024Q4: 92,808 shares; 2025Q1: 120,801 shares; 2025Q2: 135,287 shares; 2025Q3: 144,296 shares 144,296 $8M 0.02% +9,009 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,260 shares; 2024Q4: 27,346 shares; 2025Q1: 29,993 shares; 2025Q2: 31,332 shares; 2025Q3: 30,056 shares 30,056 $7.65M 0.02% -1,276 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,260 shares; 2024Q4: 46,349 shares; 2025Q1: 55,875 shares; 2025Q2: 60,610 shares; 2025Q3: 68,925 shares 68,925 $7.49M 0.01% +8,315 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,760 shares; 2024Q4: 85,643 shares; 2025Q1: 111,555 shares; 2025Q2: 158,452 shares; 2025Q3: 148,087 shares 148,087 $7.48M 0.01% -10,365 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,920 shares; 2024Q4: 65,554 shares; 2025Q1: 103,697 shares; 2025Q2: 169,952 shares; 2025Q3: 197,930 shares 197,930 $7.48M 0.01% +27,978 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,271 shares; 2024Q4: 160,052 shares; 2025Q1: 213,586 shares; 2025Q2: 218,182 shares; 2025Q3: 231,318 shares 231,318 $7.38M 0.01% +13,136 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,123 shares; 2024Q4: 50,502 shares; 2025Q1: 49,327 shares; 2025Q2: 82,158 shares; 2025Q3: 79,238 shares 79,238 $7.24M 0.01% -2,920 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,667 shares; 2024Q4: 182,485 shares; 2025Q1: 192,882 shares; 2025Q2: 187,980 shares; 2025Q3: 190,107 shares 190,107 $7.21M 0.01% +2,127 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,701 shares; 2024Q4: 127,388 shares; 2025Q1: 200,687 shares; 2025Q2: 205,777 shares; 2025Q3: 219,510 shares 219,510 $7M 0.01% +13,733 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,504 shares; 2024Q4: 133,701 shares; 2025Q1: 147,815 shares; 2025Q2: 99,389 shares; 2025Q3: 96,989 shares 96,989 $6.98M 0.01% -2,400 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,539 shares; 2024Q4: 236,154 shares; 2025Q1: 75,756 shares; 2025Q2: 72,874 shares; 2025Q3: 83,325 shares 83,325 $6.91M 0.01% +10,451 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 36,392 shares; 2025Q1: 73,601 shares; 2025Q2: 105,027 shares; 2025Q3: 123,248 shares 123,248 $6.85M 0.01% +18,221 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,889 shares; 2024Q4: 61,244 shares; 2025Q1: 102,284 shares; 2025Q2: 124,472 shares; 2025Q3: 125,059 shares 125,059 $6.76M 0.01% +587 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 18,543 shares; 2025Q1: 20,464 shares; 2025Q2: 23,660 shares; 2025Q3: 22,590 shares 22,590 $6.18M 0.01% -1,070 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,803 shares; 2024Q4: 335,548 shares; 2025Q1: 230,035 shares; 2025Q2: 254,985 shares; 2025Q3: 147,330 shares 147,330 $5.85M 0.01% -107,655 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,645 shares; 2024Q4: 33,478 shares; 2025Q1: 53,187 shares; 2025Q2: 63,362 shares; 2025Q3: 68,065 shares 68,065 $5.46M 0.01% +4,703 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,818 shares; 2024Q4: 24,856 shares; 2025Q1: 26,312 shares; 2025Q2: 44,308 shares; 2025Q3: 41,799 shares 41,799 $5.42M 0.01% -2,509 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,014 shares; 2024Q4: 89,700 shares; 2025Q1: 46,359 shares; 2025Q2: 57,017 shares; 2025Q3: 56,039 shares 56,039 $5.33M 0.01% -978 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,386 shares; 2024Q4: 15,476 shares; 2025Q1: 16,593 shares; 2025Q2: 17,111 shares; 2025Q3: 17,445 shares 17,445 $5.19M 0.01% +334 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,219 shares; 2024Q4: 121,622 shares; 2025Q1: 127,206 shares; 2025Q2: 141,063 shares; 2025Q3: 118,499 shares 118,499 $4.98M 0.01% -22,564 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,970 shares; 2024Q4: 36,170 shares; 2025Q1: 37,084 shares; 2025Q2: 36,429 shares; 2025Q3: 105,991 shares 105,991 $4.95M 0.01% +69,562 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,554 shares; 2024Q4: 112,204 shares; 2025Q1: 104,013 shares; 2025Q2: 108,376 shares; 2025Q3: 105,966 shares 105,966 $4.89M 0.01% -2,410 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,113 shares; 2024Q4: 59,107 shares; 2025Q1: 94,904 shares; 2025Q2: 97,501 shares; 2025Q3: 104,982 shares 104,982 $4.85M 0.01% +7,481 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,343 shares; 2024Q4: 75,140 shares; 2025Q1: 83,352 shares; 2025Q2: 88,449 shares; 2025Q3: 81,885 shares 81,885 $4.82M 0.01% -6,564 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,565 shares; 2024Q4: 36,441 shares; 2025Q1: 36,763 shares; 2025Q2: 37,319 shares; 2025Q3: 37,666 shares 37,666 $4.8M 0.01% +347 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,035 shares; 2024Q4: 91,529 shares; 2025Q1: 91,631 shares; 2025Q2: 74,547 shares; 2025Q3: 77,015 shares 77,015 $4.79M 0.01% +2,468 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,561 shares; 2024Q4: 63,855 shares; 2025Q1: 75,715 shares; 2025Q2: 79,983 shares; 2025Q3: 88,114 shares 88,114 $4.75M 0.01% +8,131 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,122 shares; 2024Q4: 59,754 shares; 2025Q1: 50,686 shares; 2025Q2: 40,584 shares; 2025Q3: 39,963 shares 39,963 $4.75M 0.01% -621 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,587 shares; 2024Q4: 32,328 shares; 2025Q1: 35,194 shares; 2025Q2: 45,690 shares; 2025Q3: 44,403 shares 44,403 $4.64M 0.01% -1,287 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,311 shares; 2024Q4: 29,205 shares; 2025Q1: 61,433 shares; 2025Q2: 84,519 shares; 2025Q3: 97,435 shares 97,435 $4.63M 0.01% +12,916 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,415 shares; 2024Q4: 22,825 shares; 2025Q1: 21,213 shares; 2025Q2: 19,832 shares; 2025Q3: 32,727 shares 32,727 $4.51M 0.01% +12,895 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,688 shares; 2024Q4: 71,937 shares; 2025Q1: 77,442 shares; 2025Q2: 84,617 shares; 2025Q3: 90,822 shares 90,822 $4.48M 0.01% +6,205 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,292 shares; 2024Q4: 77,173 shares; 2025Q1: 65,334 shares; 2025Q2: 84,367 shares; 2025Q3: 88,079 shares 88,079 $4.47M 0.01% +3,712 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,616 shares; 2024Q4: 79,708 shares; 2025Q1: 157,139 shares; 2025Q2: 183,608 shares; 2025Q3: 140,691 shares 140,691 $4.17M 0.01% -42,917 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,999 shares; 2025Q2: 20,344 shares; 2025Q3: 20,668 shares 20,668 $3.96M 0.01% +324 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,274 shares; 2024Q4: 75,622 shares; 2025Q1: 78,082 shares; 2025Q2: 42,205 shares; 2025Q3: 39,954 shares 39,954 $3.96M 0.01% -2,251 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,776 shares; 2024Q4: 39,844 shares; 2025Q1: 52,202 shares; 2025Q2: 63,975 shares; 2025Q3: 95,082 shares 95,082 $3.89M 0.01% +31,107 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,787 shares; 2024Q4: 45,474 shares; 2025Q1: 46,662 shares; 2025Q2: 45,725 shares; 2025Q3: 48,003 shares 48,003 $3.84M 0.01% +2,278 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,711 shares; 2024Q4: 25,583 shares; 2025Q1: 27,540 shares; 2025Q2: 35,761 shares; 2025Q3: 75,038 shares 75,038 $3.81M 0.01% +39,277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 22,301 shares; 2025Q1: 22,638 shares; 2025Q2: 23,833 shares; 2025Q3: 26,194 shares 26,194 $3.69M 0.01% +2,361 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,879 shares; 2024Q4: 90,453 shares; 2025Q1: 62,090 shares; 2025Q2: 126,054 shares; 2025Q3: 123,639 shares 123,639 $3.69M 0.01% -2,415 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,175 shares; 2024Q4: 80,523 shares; 2025Q1: 89,543 shares; 2025Q2: 105,595 shares; 2025Q3: 108,873 shares 108,873 $3.63M 0.01% +3,278 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,647 shares; 2024Q4: 48,923 shares; 2025Q1: 51,143 shares; 2025Q2: 52,775 shares; 2025Q3: 51,230 shares 51,230 $3.53M 0.01% -1,545 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 6,077 shares; 2025Q1: 6,027 shares; 2025Q2: 6,238 shares; 2025Q3: 6,782 shares 6,782 $3.51M 0.01% +544 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,113 shares; 2024Q4: 82,071 shares; 2025Q1: 91,693 shares; 2025Q2: 112,861 shares; 2025Q3: 127,922 shares 127,922 $3.49M 0.01% +15,061 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,978 shares; 2024Q4: 45,318 shares; 2025Q1: 46,612 shares; 2025Q2: 48,331 shares; 2025Q3: 52,886 shares 52,886 $3.45M 0.01% +4,555 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,240 shares; 2024Q4: 35,869 shares; 2025Q1: 40,583 shares; 2025Q2: 48,475 shares; 2025Q3: 51,312 shares 51,312 $3.45M 0.01% +2,837 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,823 shares; 2024Q4: 125,393 shares; 2025Q1: 138,466 shares; 2025Q2: 129,942 shares; 2025Q3: 122,802 shares 122,802 $3.31M 0.01% -7,140 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,452 shares; 2024Q4: 101,473 shares; 2025Q1: 101,174 shares; 2025Q2: 103,556 shares; 2025Q3: 109,229 shares 109,229 $3.25M 0.01% +5,673 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,450 shares; 2024Q4: 11,056 shares; 2025Q1: not reported; 2025Q2: 58,736 shares; 2025Q3: 60,704 shares 60,704 $3.23M 0.01% +1,968 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: 23,742 shares; 2025Q1: 21,788 shares; 2025Q2: 21,346 shares; 2025Q3: 26,609 shares 26,609 $3.22M 0.01% +5,263 Timeline VIOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,449 shares; 2024Q4: 21,654 shares; 2025Q1: 28,741 shares; 2025Q2: 28,319 shares; 2025Q3: 29,149 shares 29,149 $3.22M 0.01% +830 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,143 shares; 2024Q4: 299,138 shares; 2025Q1: 268,160 shares; 2025Q2: 110,052 shares; 2025Q3: 63,777 shares 63,777 $3.19M 0.01% -46,275 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 55,560 shares; 2025Q1: 38,664 shares; 2025Q2: 49,877 shares; 2025Q3: 52,927 shares 52,927 $3.18M 0.01% +3,050 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,004 shares; 2024Q4: 35,666 shares; 2025Q1: 40,040 shares; 2025Q2: 40,885 shares; 2025Q3: 39,334 shares 39,334 $3.17M 0.01% -1,551 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 5,086 shares; 2025Q1: 5,473 shares; 2025Q2: 6,467 shares; 2025Q3: 8,810 shares 8,810 $3.13M 0.01% +2,343 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,653 shares; 2025Q1: 6,746 shares; 2025Q2: 7,070 shares; 2025Q3: 6,611 shares 6,611 $3.1M 0.01% -459 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,636 shares; 2024Q4: 49,345 shares; 2025Q1: 63,174 shares; 2025Q2: 63,321 shares; 2025Q3: 64,134 shares 64,134 $3.07M 0.01% +813 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,295 shares; 2024Q4: 51,799 shares; 2025Q1: 52,939 shares; 2025Q2: 51,381 shares; 2025Q3: 52,819 shares 52,819 $3.04M 0.01% +1,438 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,651 shares; 2024Q4: 90,499 shares; 2025Q1: 71,964 shares; 2025Q2: 74,432 shares; 2025Q3: 67,888 shares 67,888 $3.02M 0.01% -6,544 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,819 shares 118,819 $2.9M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,942 shares; 2024Q4: 97,342 shares; 2025Q1: 145,849 shares; 2025Q2: 117,328 shares; 2025Q3: 105,668 shares 105,668 $2.88M 0.01% -11,660 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,913 shares; 2024Q4: 40,753 shares; 2025Q1: 41,884 shares; 2025Q2: 48,201 shares; 2025Q3: 47,903 shares 47,903 $2.84M 0.01% -298 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,387 shares; 2025Q2: 79,734 shares; 2025Q3: 97,147 shares 97,147 $2.78M 0.01% +17,413 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,718 shares; 2024Q4: 103,649 shares; 2025Q1: 93,587 shares; 2025Q2: 85,356 shares; 2025Q3: 87,121 shares 87,121 $2.76M 0.01% +1,765 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,634 shares; 2024Q4: 42,765 shares; 2025Q1: 48,210 shares; 2025Q2: 63,998 shares; 2025Q3: 63,557 shares 63,557 $2.75M 0.01% -441 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 10,137 shares; 2025Q1: 11,265 shares; 2025Q2: 12,836 shares; 2025Q3: 12,783 shares 12,783 $2.68M 0.01% -53 Timeline MFUT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,817 shares; 2025Q3: 164,711 shares 164,711 $2.56M 0.01% +13,894 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,531 shares; 2024Q4: 47,313 shares; 2025Q1: 32,122 shares; 2025Q2: 29,548 shares; 2025Q3: 29,465 shares 29,465 $2.48M <0.01% -83 Timeline VAMO CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,865 shares; 2024Q4: 81,114 shares; 2025Q1: 78,874 shares; 2025Q2: 74,437 shares; 2025Q3: 73,895 shares 73,895 $2.47M <0.01% -542 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 1,503 shares; 2025Q2: 2,777 shares; 2025Q3: 3,276 shares 3,276 $2.45M <0.01% +499 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,860 shares; 2025Q1: 235,443 shares; 2025Q2: 118,562 shares; 2025Q3: 92,717 shares 92,717 $2.44M <0.01% -25,845 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,604 shares; 2025Q3: 70,106 shares 70,106 $2.43M <0.01% +36,502 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,684 shares; 2024Q4: 53,591 shares; 2025Q1: 52,848 shares; 2025Q2: 46,854 shares; 2025Q3: 46,475 shares 46,475 $2.38M <0.01% -379 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,827 shares; 2024Q4: 62,978 shares; 2025Q1: 38,151 shares; 2025Q2: 33,684 shares; 2025Q3: 33,262 shares 33,262 $2.37M <0.01% -422 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,990 shares; 2024Q4: 99,634 shares; 2025Q1: 95,531 shares; 2025Q2: 81,227 shares; 2025Q3: 79,190 shares 79,190 $2.31M <0.01% -2,037 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,596 shares; 2024Q4: 29,488 shares; 2025Q1: 30,066 shares; 2025Q2: 29,362 shares; 2025Q3: 42,198 shares 42,198 $2.25M <0.01% +12,836 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,846 shares; 2025Q1: 8,007 shares; 2025Q2: 12,229 shares; 2025Q3: 12,035 shares 12,035 $2.25M <0.01% -194 Timeline SGLC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,578 shares; 2024Q4: 64,446 shares; 2025Q1: 71,946 shares; 2025Q2: 56,008 shares; 2025Q3: 60,557 shares 60,557 $2.23M <0.01% +4,549 Timeline PCY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,728 shares; 2024Q4: 60,003 shares; 2025Q1: 43,967 shares; 2025Q2: 117,997 shares; 2025Q3: 101,665 shares 101,665 $2.19M <0.01% -16,332 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,590 shares; 2024Q4: 8,254 shares; 2025Q1: 8,465 shares; 2025Q2: 7,501 shares; 2025Q3: 17,747 shares 17,747 $2.12M <0.01% +10,246 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,997 shares; 2024Q4: 30,559 shares; 2025Q1: 37,339 shares; 2025Q2: 23,924 shares; 2025Q3: 25,359 shares 25,359 $2.09M <0.01% +1,435 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,471 shares; 2024Q4: 35,549 shares; 2025Q1: 35,589 shares; 2025Q2: 35,270 shares; 2025Q3: 47,673 shares 47,673 $2.09M <0.01% +12,403 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,675 shares; 2024Q4: 21,149 shares; 2025Q1: 22,152 shares; 2025Q2: 24,515 shares; 2025Q3: 25,273 shares 25,273 $2.09M <0.01% +758 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 25,738 shares; 2025Q1: 28,048 shares; 2025Q2: 24,772 shares; 2025Q3: 24,799 shares 24,799 $2.07M <0.01% +27 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,500 shares; 2024Q4: 38,777 shares; 2025Q1: 37,791 shares; 2025Q2: 46,166 shares; 2025Q3: 46,739 shares 46,739 $2.06M <0.01% +573 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 13,657 shares; 2025Q1: 12,285 shares; 2025Q2: 25,672 shares; 2025Q3: 27,468 shares 27,468 $2.06M <0.01% +1,796 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,924 shares; 2025Q3: 48,404 shares 48,404 $2.06M <0.01% +30,480 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 10,712 shares; 2025Q1: 10,080 shares; 2025Q2: 10,417 shares; 2025Q3: 10,288 shares 10,288 $2M <0.01% -129 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 18,611 shares; 2025Q1: 18,691 shares; 2025Q2: 18,435 shares; 2025Q3: 18,360 shares 18,360 $1.97M <0.01% -75 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,495 shares; 2025Q2: 46,458 shares; 2025Q3: 52,381 shares 52,381 $1.95M <0.01% +5,923 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,290 shares; 2024Q4: 24,370 shares; 2025Q1: 16,703 shares; 2025Q2: 17,156 shares; 2025Q3: 17,353 shares 17,353 $1.93M <0.01% +197 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,238 shares; 2024Q4: 39,779 shares; 2025Q1: 37,372 shares; 2025Q2: 39,922 shares; 2025Q3: 39,525 shares 39,525 $1.93M <0.01% -397 Timeline HISF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,374 shares 42,374 $1.91M <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,142 shares; 2024Q4: 43,298 shares; 2025Q1: 41,533 shares; 2025Q2: 44,439 shares; 2025Q3: 44,296 shares 44,296 $1.9M <0.01% -143 Timeline QEFA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,566 shares; 2024Q4: 22,375 shares; 2025Q1: 22,974 shares; 2025Q2: 21,208 shares; 2025Q3: 21,630 shares 21,630 $1.9M <0.01% +422 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,127 shares 19,127 $1.79M <0.01% new Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,340 shares; 2024Q4: 48,062 shares; 2025Q1: 55,998 shares; 2025Q2: 53,737 shares; 2025Q3: 58,119 shares 58,119 $1.77M <0.01% +4,382 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,310 shares; 2024Q4: 41,390 shares; 2025Q1: 31,086 shares; 2025Q2: 32,714 shares; 2025Q3: 34,676 shares 34,676 $1.73M <0.01% +1,962 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,171 shares; 2025Q1: 24,778 shares; 2025Q2: 24,567 shares; 2025Q3: 24,771 shares 24,771 $1.71M <0.01% +204 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,954 shares 33,954 $1.71M <0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,854 shares; 2024Q4: 60,888 shares; 2025Q1: 63,565 shares; 2025Q2: 64,231 shares; 2025Q3: 67,774 shares 67,774 $1.7M <0.01% +3,543 Timeline AVDE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 15,520 shares; 2025Q1: 14,142 shares; 2025Q2: 15,268 shares; 2025Q3: 21,494 shares 21,494 $1.7M <0.01% +6,226 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,140 shares; 2024Q4: 27,281 shares; 2025Q1: 38,505 shares; 2025Q2: 47,597 shares; 2025Q3: 55,660 shares 55,660 $1.69M <0.01% +8,063 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 19,197 shares; 2025Q1: 25,500 shares; 2025Q2: 38,894 shares; 2025Q3: 44,416 shares 44,416 $1.69M <0.01% +5,522 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,816 shares; 2025Q1: 6,009 shares; 2025Q2: 6,304 shares; 2025Q3: 6,897 shares 6,897 $1.68M <0.01% +593 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,237 shares; 2024Q4: 16,882 shares; 2025Q1: 5,438 shares; 2025Q2: 7,231 shares; 2025Q3: 6,513 shares 6,513 $1.67M <0.01% -718 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,106 shares; 2024Q4: 45,011 shares; 2025Q1: 56,946 shares; 2025Q2: 102,641 shares; 2025Q3: 32,785 shares 32,785 $1.67M <0.01% -69,856 Timeline QXQ RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,628 shares; 2024Q4: 46,967 shares; 2025Q1: 54,392 shares; 2025Q2: 51,031 shares; 2025Q3: 53,700 shares 53,700 $1.67M <0.01% +2,669 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 2,997 shares; 2025Q1: 4,629 shares; 2025Q2: 4,009 shares; 2025Q3: 4,004 shares 4,004 $1.61M <0.01% -5 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 9,766 shares; 2025Q1: 10,558 shares; 2025Q2: 20,162 shares; 2025Q3: 19,527 shares 19,527 $1.58M <0.01% -635 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,850 shares; 2024Q4: 31,045 shares; 2025Q1: 22,741 shares; 2025Q2: 16,200 shares; 2025Q3: 15,915 shares 15,915 $1.56M <0.01% -285 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,463 shares; 2024Q4: 32,801 shares; 2025Q1: 33,502 shares; 2025Q2: 34,061 shares; 2025Q3: 34,759 shares 34,759 $1.54M <0.01% +698 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,997 shares; 2024Q4: 36,222 shares; 2025Q1: 36,136 shares; 2025Q2: 41,745 shares; 2025Q3: 42,467 shares 42,467 $1.54M <0.01% +722 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,855 shares; 2024Q4: 40,875 shares; 2025Q1: 39,216 shares; 2025Q2: 39,088 shares; 2025Q3: 39,679 shares 39,679 $1.52M <0.01% +591 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,509 shares; 2024Q4: 21,067 shares; 2025Q1: 21,825 shares; 2025Q2: 22,036 shares; 2025Q3: 23,080 shares 23,080 $1.49M <0.01% +1,044 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,544 shares; 2024Q4: 460,793 shares; 2025Q1: 449,365 shares; 2025Q2: 256,289 shares; 2025Q3: 59,599 shares 59,599 $1.49M <0.01% -196,690 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 9,701 shares; 2025Q1: 10,244 shares; 2025Q2: 11,795 shares; 2025Q3: 12,252 shares 12,252 $1.48M <0.01% +457 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,202 shares; 2025Q3: 23,311 shares 23,311 $1.44M <0.01% +10,109 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 17,029 shares; 2025Q1: 16,723 shares; 2025Q2: 14,154 shares; 2025Q3: 15,629 shares 15,629 $1.43M <0.01% +1,475 Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,974 shares; 2025Q3: 57,151 shares 57,151 $1.43M <0.01% +9,177 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,504 shares; 2025Q1: 6,425 shares; 2025Q2: 6,029 shares; 2025Q3: 6,504 shares 6,504 $1.43M <0.01% +475 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 6,110 shares; 2025Q1: 5,889 shares; 2025Q2: 6,315 shares; 2025Q3: 5,704 shares 5,704 $1.38M <0.01% -611 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,459 shares; 2024Q4: 11,141 shares; 2025Q1: 10,223 shares; 2025Q2: 8,082 shares; 2025Q3: 7,805 shares 7,805 $1.36M <0.01% -277 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,763 shares; 2024Q4: 39,236 shares; 2025Q1: 37,727 shares; 2025Q2: 58,285 shares; 2025Q3: 53,176 shares 53,176 $1.36M <0.01% -5,109 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,113 shares; 2024Q4: 27,945 shares; 2025Q1: 30,340 shares; 2025Q2: 19,427 shares; 2025Q3: 19,527 shares 19,527 $1.35M <0.01% +100 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 9,667 shares; 2025Q1: 11,700 shares; 2025Q2: 22,393 shares; 2025Q3: 28,215 shares 28,215 $1.35M <0.01% +5,822 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,001 shares; 2024Q4: 319,752 shares; 2025Q1: 289,915 shares; 2025Q2: 52,215 shares; 2025Q3: 29,470 shares 29,470 $1.35M <0.01% -22,745 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,175 shares; 2024Q4: 43,888 shares; 2025Q1: 42,776 shares; 2025Q2: 40,929 shares; 2025Q3: 43,083 shares 43,083 $1.34M <0.01% +2,154 Timeline VETZ TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,267 shares; 2025Q1: 43,591 shares; 2025Q2: 61,435 shares; 2025Q3: 67,027 shares 67,027 $1.34M <0.01% +5,592 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,421 shares; 2025Q2: 20,234 shares; 2025Q3: 26,421 shares 26,421 $1.34M <0.01% +6,187 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,822 shares; 2024Q4: 11,021 shares; 2025Q1: 9,290 shares; 2025Q2: 9,726 shares; 2025Q3: 18,329 shares 18,329 $1.33M <0.01% +8,603 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,638 shares; 2024Q4: 30,171 shares; 2025Q1: 20,749 shares; 2025Q2: 15,103 shares; 2025Q3: 13,956 shares 13,956 $1.3M <0.01% -1,147 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 4,627 shares 4,627 $1.3M <0.01% +2,282 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 8,370 shares; 2025Q1: 9,426 shares; 2025Q2: 17,549 shares; 2025Q3: 18,020 shares 18,020 $1.29M <0.01% +471 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,327 shares; 2025Q3: 15,238 shares 15,238 $1.29M <0.01% +6,911 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,463 shares; 2024Q4: 25,066 shares; 2025Q1: 25,633 shares; 2025Q2: 26,705 shares; 2025Q3: 25,849 shares 25,849 $1.29M <0.01% -856 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 15,104 shares; 2025Q1: 13,512 shares; 2025Q2: 20,660 shares; 2025Q3: 22,005 shares 22,005 $1.26M <0.01% +1,345 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,359 shares; 2024Q4: 42,226 shares; 2025Q1: 46,292 shares; 2025Q2: 46,346 shares; 2025Q3: 49,907 shares 49,907 $1.25M <0.01% +3,561 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 15,501 shares; 2025Q1: 16,159 shares; 2025Q2: 17,383 shares; 2025Q3: 18,444 shares 18,444 $1.25M <0.01% +1,061 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 14,904 shares; 2025Q1: 15,031 shares; 2025Q2: 16,028 shares; 2025Q3: 15,702 shares 15,702 $1.25M <0.01% -326 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,581 shares; 2025Q2: 24,040 shares; 2025Q3: 34,258 shares 34,258 $1.23M <0.01% +10,218 Timeline XSMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: 15,966 shares; 2025Q1: 17,535 shares; 2025Q2: 17,991 shares; 2025Q3: 16,642 shares 16,642 $1.22M <0.01% -1,349 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,099 shares; 2024Q4: 19,749 shares; 2025Q1: 22,092 shares; 2025Q2: 25,167 shares; 2025Q3: 24,131 shares 24,131 $1.22M <0.01% -1,036 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,798 shares; 2024Q4: 89,951 shares; 2025Q1: 88,688 shares; 2025Q2: 73,006 shares; 2025Q3: 108,925 shares 108,925 $1.16M <0.01% +35,919 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,918 shares; 2025Q1: 4,820 shares; 2025Q2: 4,678 shares; 2025Q3: 4,740 shares 4,740 $1.15M <0.01% +62 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,178 shares; 2025Q1: 7,340 shares; 2025Q2: 9,311 shares; 2025Q3: 8,043 shares 8,043 $1.15M <0.01% -1,268 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,437 shares; 2024Q4: 38,993 shares; 2025Q1: 37,436 shares; 2025Q2: 40,946 shares; 2025Q3: 42,002 shares 42,002 $1.13M <0.01% +1,056 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 262 shares; 2025Q2: 1,074 shares; 2025Q3: 1,215 shares 1,215 $1.12M <0.01% +141 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,483 shares; 2024Q4: 62,555 shares; 2025Q1: 64,702 shares; 2025Q2: 62,038 shares; 2025Q3: 35,942 shares 35,942 $1.09M <0.01% -26,096 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,213 shares; 2025Q2: 21,525 shares; 2025Q3: 24,746 shares 24,746 $1.07M <0.01% +3,221 Timeline IDMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,943 shares; 2025Q1: 11,183 shares; 2025Q2: 19,358 shares; 2025Q3: 19,721 shares 19,721 $1.06M <0.01% +363 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 17,614 shares; 2025Q1: 20,819 shares; 2025Q2: 16,083 shares; 2025Q3: 25,497 shares 25,497 $1.05M <0.01% +9,414 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,447 shares; 2024Q4: 16,181 shares; 2025Q1: 16,325 shares; 2025Q2: 14,759 shares; 2025Q3: 14,986 shares 14,986 $1.01M <0.01% +227 Timeline AVLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,210 shares; 2025Q3: 13,604 shares 13,604 $983K <0.01% +4,394 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,936 shares; 2024Q4: 10,160 shares; 2025Q1: 10,147 shares; 2025Q2: 10,126 shares; 2025Q3: 10,637 shares 10,637 $970K <0.01% +511 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,149 shares; 2024Q4: 14,744 shares; 2025Q1: 13,690 shares; 2025Q2: 16,037 shares; 2025Q3: 21,658 shares 21,658 $955K <0.01% +5,621 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,445 shares; 2025Q1: 5,505 shares; 2025Q2: 6,025 shares; 2025Q3: 6,748 shares 6,748 $939K <0.01% +723 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,109 shares; 2024Q4: 18,956 shares; 2025Q1: 20,063 shares; 2025Q2: 22,052 shares; 2025Q3: 18,470 shares 18,470 $938K <0.01% -3,582 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,737 shares; 2025Q1: 5,705 shares; 2025Q2: 5,885 shares; 2025Q3: 4,596 shares 4,596 $936K <0.01% -1,289 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,693 shares; 2024Q4: 35,018 shares; 2025Q1: 34,283 shares; 2025Q2: 30,311 shares; 2025Q3: 30,023 shares 30,023 $936K <0.01% -288 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 1,368 shares; 2025Q1: 2,644 shares; 2025Q2: 2,957 shares; 2025Q3: 2,540 shares 2,540 $928K <0.01% -417 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,513 shares; 2025Q1: 5,773 shares; 2025Q2: 5,238 shares; 2025Q3: 5,552 shares 5,552 $914K <0.01% +314 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,904 shares; 2024Q4: 29,076 shares; 2025Q1: 28,364 shares; 2025Q2: 24,802 shares; 2025Q3: 24,532 shares 24,532 $913K <0.01% -270 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,629 shares; 2025Q1: 3,897 shares; 2025Q2: 3,777 shares; 2025Q3: 2,845 shares 2,845 $911K <0.01% -932 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 4,370 shares; 2025Q1: 6,838 shares; 2025Q2: 10,969 shares; 2025Q3: 12,167 shares 12,167 $892K <0.01% +1,198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares 1,911 $886K <0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,113 shares; 2025Q1: 8,225 shares; 2025Q2: 6,415 shares; 2025Q3: 8,851 shares 8,851 $883K <0.01% +2,436 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 14,903 shares; 2025Q1: 13,437 shares; 2025Q2: 28,997 shares; 2025Q3: 33,459 shares 33,459 $880K <0.01% +4,462 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,038 shares; 2025Q3: 34,604 shares 34,604 $875K <0.01% +7,566 Timeline VIOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 5,456 shares; 2025Q1: 6,397 shares; 2025Q2: 8,656 shares; 2025Q3: 9,112 shares 9,112 $868K <0.01% +456 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,636 shares; 2025Q1: 11,002 shares; 2025Q2: 18,202 shares; 2025Q3: 20,501 shares 20,501 $864K <0.01% +2,299 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 8,577 shares; 2025Q1: 7,920 shares; 2025Q2: 9,678 shares; 2025Q3: 9,654 shares 9,654 $856K <0.01% -24 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 10,881 shares; 2025Q1: 11,071 shares; 2025Q2: 10,456 shares; 2025Q3: 10,092 shares 10,092 $855K <0.01% -364 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,538 shares; 2024Q4: 28,371 shares; 2025Q1: 33,099 shares; 2025Q2: 33,395 shares; 2025Q3: 33,205 shares 33,205 $849K <0.01% -190 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 7,778 shares; 2025Q1: 6,327 shares; 2025Q2: 8,809 shares; 2025Q3: 10,511 shares 10,511 $843K <0.01% +1,702 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,872 shares; 2025Q3: 23,600 shares 23,600 $833K <0.01% +2,728 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,849 shares; 2024Q4: 23,849 shares; 2025Q1: 23,966 shares; 2025Q2: 24,739 shares; 2025Q3: 24,783 shares 24,783 $820K <0.01% +44 Timeline IVOG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 8,088 shares; 2025Q1: 7,858 shares; 2025Q2: 7,176 shares; 2025Q3: 6,853 shares 6,853 $819K <0.01% -323 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 9,584 shares; 2025Q1: 9,775 shares; 2025Q2: 10,234 shares; 2025Q3: 10,431 shares 10,431 $800K <0.01% +197 Timeline DYTA RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,186 shares; 2024Q4: 24,537 shares; 2025Q1: 30,111 shares; 2025Q2: 24,993 shares; 2025Q3: 27,457 shares 27,457 $797K <0.01% +2,464 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 11,559 shares; 2025Q1: 9,214 shares; 2025Q2: 9,781 shares; 2025Q3: 11,547 shares 11,547 $791K <0.01% +1,766 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,441 shares; 2024Q4: 12,469 shares; 2025Q1: 17,290 shares; 2025Q2: 17,505 shares; 2025Q3: 18,923 shares 18,923 $787K <0.01% +1,418 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,044 shares; 2025Q3: 7,689 shares 7,689 $784K <0.01% +4,645 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 17,432 shares; 2025Q1: 24,098 shares; 2025Q2: 23,741 shares; 2025Q3: 25,958 shares 25,958 $761K <0.01% +2,217 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,499 shares 2,499 $756K <0.01% +35 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 12,194 shares; 2025Q1: 13,186 shares; 2025Q2: 14,198 shares; 2025Q3: 14,449 shares 14,449 $756K <0.01% +251 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 8,728 shares; 2025Q1: 9,097 shares; 2025Q2: 17,041 shares; 2025Q3: 16,889 shares 16,889 $755K <0.01% -152 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,265 shares; 2025Q1: 114,470 shares; 2025Q2: 53,683 shares; 2025Q3: 27,602 shares 27,602 $753K <0.01% -26,081 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 6,418 shares; 2025Q1: 6,985 shares; 2025Q2: 7,549 shares; 2025Q3: 7,294 shares 7,294 $752K <0.01% -255 Timeline AVIG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 14,967 shares; 2025Q1: 18,120 shares; 2025Q2: 18,305 shares; 2025Q3: 17,727 shares 17,727 $746K <0.01% -578 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,203 shares; 2025Q1: 13,358 shares; 2025Q2: 12,591 shares; 2025Q3: 12,915 shares 12,915 $737K <0.01% +324 Timeline BLDG CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,916 shares; 2024Q4: 33,726 shares; 2025Q1: 34,586 shares; 2025Q2: 28,455 shares; 2025Q3: 28,527 shares 28,527 $737K <0.01% +72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,460 shares; 2025Q1: 8,101 shares; 2025Q2: 8,209 shares; 2025Q3: 8,228 shares 8,228 $735K <0.01% +19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 4,044 shares; 2025Q1: 3,963 shares; 2025Q2: 3,887 shares; 2025Q3: 3,911 shares 3,911 $719K <0.01% +24 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 774 shares; 2025Q1: 759 shares; 2025Q2: 852 shares; 2025Q3: 1,418 shares 1,418 $713K <0.01% +566 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 10,334 shares; 2025Q1: 9,682 shares; 2025Q2: 9,728 shares; 2025Q3: 9,249 shares 9,249 $701K <0.01% -479 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,388 shares; 2024Q4: 101,034 shares; 2025Q1: 102,898 shares; 2025Q2: 21,105 shares; 2025Q3: 14,606 shares 14,606 $696K <0.01% -6,499 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 26,371 shares; 2025Q1: 26,546 shares; 2025Q2: 12,048 shares; 2025Q3: 9,952 shares 9,952 $683K <0.01% -2,096 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,303 shares; 2025Q3: 19,177 shares 19,177 $670K <0.01% +4,874 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,058 shares; 2025Q1: 7,615 shares; 2025Q2: 10,238 shares; 2025Q3: 10,891 shares 10,891 $668K <0.01% +653 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,265 shares; 2024Q4: 30,737 shares; 2025Q1: 23,984 shares; 2025Q2: 27,707 shares; 2025Q3: 28,562 shares 28,562 $660K <0.01% +855 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 10,219 shares; 2025Q3: 15,196 shares 15,196 $660K <0.01% +4,977 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,494 shares; 2025Q1: 5,846 shares; 2025Q2: 8,721 shares; 2025Q3: 10,499 shares 10,499 $660K <0.01% +1,778 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,971 shares; 2024Q4: 21,309 shares; 2025Q1: 20,433 shares; 2025Q2: 17,372 shares; 2025Q3: 17,930 shares 17,930 $660K <0.01% +558 Timeline PSCC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,576 shares; 2025Q3: 19,944 shares 19,944 $658K <0.01% +10,368 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 152 shares 152 $652K <0.01% -2 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,824 shares; 2025Q3: 22,344 shares 22,344 $644K <0.01% +2,520 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,831 shares; 2025Q1: 1,545 shares; 2025Q2: 1,970 shares; 2025Q3: 2,007 shares 2,007 $633K <0.01% +37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 4,804 shares; 2025Q3: 5,021 shares 5,021 $632K <0.01% +217 Timeline IVOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,117 shares; 2025Q1: 6,461 shares; 2025Q2: 5,319 shares; 2025Q3: 5,730 shares 5,730 $632K <0.01% +411 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,665 shares; 2025Q2: 5,046 shares; 2025Q3: 5,241 shares 5,241 $632K <0.01% +195 Timeline BITWISE CRYPTO INDUSTRY INN… BITWISE CRYPTO INDUSTRY INNOVATOR… More: the full row for BITWISE CRYPTO INDUSTRY INNOVATORS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,742 shares; 2025Q1: 20,844 shares; 2025Q2: 23,410 shares; 2025Q3: 25,105 shares 25,105 $629K <0.01% +1,695 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,305 shares; 2025Q1: 10,225 shares; 2025Q2: 7,952 shares; 2025Q3: 7,151 shares 7,151 $624K <0.01% -801 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,208 shares; 2025Q1: 6,628 shares; 2025Q2: 6,037 shares; 2025Q3: 6,562 shares 6,562 $613K <0.01% +525 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,840 shares; 2025Q2: 18,529 shares; 2025Q3: 24,250 shares 24,250 $611K <0.01% +5,721 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,569 shares; 2025Q3: 9,480 shares 9,480 $605K <0.01% +4,911 Timeline MYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,627 shares; 2025Q3: 22,922 shares 22,922 $601K <0.01% +2,295 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,277 shares; 2025Q1: 1,546 shares; 2025Q2: 1,403 shares; 2025Q3: 1,477 shares 1,477 $598K <0.01% +74 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 4,066 shares; 2025Q1: 4,858 shares; 2025Q2: 4,717 shares; 2025Q3: 6,177 shares 6,177 $596K <0.01% +1,460 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,153 shares; 2024Q4: 18,155 shares; 2025Q1: 16,068 shares; 2025Q2: 16,815 shares; 2025Q3: 20,059 shares 20,059 $580K <0.01% +3,244 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,836 shares; 2025Q1: 1,977 shares; 2025Q2: 1,853 shares; 2025Q3: 1,765 shares 1,765 $576K <0.01% -88 Timeline LYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,685 shares; 2025Q3: 20,767 shares 20,767 $575K <0.01% +2,082 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 10,942 shares; 2025Q1: 10,732 shares; 2025Q2: 10,423 shares; 2025Q3: 9,956 shares 9,956 $573K <0.01% -467 Timeline PSP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 8,857 shares; 2025Q1: 8,246 shares; 2025Q2: 8,336 shares; 2025Q3: 8,248 shares 8,248 $569K <0.01% -88 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5,842 shares; 2025Q1: 6,664 shares; 2025Q2: 5,004 shares; 2025Q3: 4,980 shares 4,980 $567K <0.01% -24 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 10,569 shares; 2025Q1: 10,755 shares; 2025Q2: 12,491 shares; 2025Q3: 13,365 shares 13,365 $566K <0.01% +874 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,352 shares; 2024Q4: 19,279 shares; 2025Q1: 19,796 shares; 2025Q2: 19,867 shares; 2025Q3: 19,986 shares 19,986 $559K <0.01% +119 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,260 shares; 2025Q1: 1,336 shares; 2025Q2: 1,485 shares; 2025Q3: 1,690 shares 1,690 $558K <0.01% +205 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,551 shares; 2025Q1: 4,229 shares; 2025Q2: 4,948 shares; 2025Q3: 5,670 shares 5,670 $555K <0.01% +722 Timeline ILDR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,764 shares; 2025Q3: 17,109 shares 17,109 $554K <0.01% +5,345 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,743 shares; 2025Q1: 5,167 shares; 2025Q2: 6,055 shares; 2025Q3: 5,765 shares 5,765 $553K <0.01% -290 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,070 shares; 2024Q4: 18,609 shares; 2025Q1: 17,604 shares; 2025Q2: 16,586 shares; 2025Q3: 16,293 shares 16,293 $548K <0.01% -293 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,354 shares; 2024Q4: 18,163 shares; 2025Q1: 17,671 shares; 2025Q2: 16,938 shares; 2025Q3: 16,547 shares 16,547 $546K <0.01% -391 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,336 shares 16,336 $545K <0.01% new Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,189 shares; 2025Q3: 21,639 shares 21,639 $540K <0.01% +450 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,012 shares; 2024Q4: 17,216 shares; 2025Q1: 19,408 shares; 2025Q2: 20,009 shares; 2025Q3: 20,796 shares 20,796 $538K <0.01% +787 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,462 shares; 2025Q2: 6,465 shares; 2025Q3: 6,831 shares 6,831 $535K <0.01% +366 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 837 shares; 2025Q1: 889 shares; 2025Q2: 947 shares; 2025Q3: 937 shares 937 $533K <0.01% -10 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 746 shares; 2025Q1: 752 shares; 2025Q2: 763 shares; 2025Q3: 779 shares 779 $532K <0.01% +16 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,671 shares; 2025Q1: 5,939 shares; 2025Q2: 4,120 shares; 2025Q3: 4,126 shares 4,126 $530K <0.01% +6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,470 shares; 2025Q2: 9,036 shares; 2025Q3: 9,786 shares 9,786 $527K <0.01% +750 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,075 shares; 2025Q1: 16,356 shares; 2025Q2: 16,392 shares; 2025Q3: 16,279 shares 16,279 $527K <0.01% -113 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 11,520 shares; 2025Q1: 39,848 shares; 2025Q2: 15,254 shares; 2025Q3: 17,027 shares 17,027 $526K <0.01% +1,773 Timeline AVES 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,981 shares; 2025Q2: 9,026 shares; 2025Q3: 9,114 shares 9,114 $523K <0.01% +88 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,912 shares; 2024Q4: 7,555 shares; 2025Q1: 8,600 shares; 2025Q2: 9,443 shares; 2025Q3: 9,284 shares 9,284 $519K <0.01% -159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,113 shares; 2025Q2: 3,035 shares; 2025Q3: 2,237 shares 2,237 $514K <0.01% -798 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 545 shares; 2025Q1: 572 shares; 2025Q2: 607 shares; 2025Q3: 690 shares 690 $507K <0.01% +83 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,853 shares; 2025Q1: 1,873 shares; 2025Q2: 1,819 shares; 2025Q3: 1,773 shares 1,773 $500K <0.01% -46 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,316 shares; 2025Q3: 5,012 shares 5,012 $499K <0.01% +1,696 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 4,086 shares; 2025Q1: 4,359 shares; 2025Q2: 3,685 shares; 2025Q3: 3,227 shares 3,227 $496K <0.01% -458 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 8,703 shares; 2025Q1: 8,821 shares; 2025Q2: 8,387 shares; 2025Q3: 8,879 shares 8,879 $495K <0.01% +492 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 572 shares; 2025Q1: 595 shares; 2025Q2: 594 shares; 2025Q3: 622 shares 622 $495K <0.01% +28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,069 shares; 2025Q1: 10,124 shares; 2025Q2: 9,218 shares; 2025Q3: 10,624 shares 10,624 $493K <0.01% +1,406 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 19,588 shares; 2025Q1: 19,428 shares; 2025Q2: 13,341 shares; 2025Q3: 11,073 shares 11,073 $493K <0.01% -2,268 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,201 shares; 2025Q1: 2,092 shares; 2025Q2: 1,875 shares; 2025Q3: 2,013 shares 2,013 $491K <0.01% +138 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 6,629 shares; 2025Q1: 6,181 shares; 2025Q2: 5,793 shares; 2025Q3: 5,659 shares 5,659 $488K <0.01% -134 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 6,402 shares 6,402 $487K <0.01% +3,651 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,647 shares; 2024Q4: 9,605 shares; 2025Q1: 9,999 shares; 2025Q2: 10,505 shares; 2025Q3: 8,235 shares 8,235 $484K <0.01% -2,270 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,805 shares; 2025Q3: 4,167 shares 4,167 $478K <0.01% +362 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,332 shares; 2024Q4: 17,933 shares; 2025Q1: 22,333 shares; 2025Q2: 22,667 shares; 2025Q3: 23,410 shares 23,410 $476K <0.01% +743 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,427 shares; 2024Q4: 7,682 shares; 2025Q1: 7,666 shares; 2025Q2: 7,494 shares; 2025Q3: 7,193 shares 7,193 $474K <0.01% -301 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,527 shares; 2025Q1: 40,275 shares; 2025Q2: 18,396 shares; 2025Q3: 18,585 shares 18,585 $470K <0.01% +189 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 539 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares 1,041 $463K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 7,331 shares; 2025Q1: 8,504 shares; 2025Q2: 8,601 shares; 2025Q3: 8,644 shares 8,644 $462K <0.01% +43 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,259 shares; 2025Q3: 12,771 shares 12,771 $462K <0.01% +1,512 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,196 shares; 2024Q4: 13,730 shares; 2025Q1: 17,064 shares; 2025Q2: 5,733 shares; 2025Q3: 9,023 shares 9,023 $458K <0.01% +3,290 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,846 shares 10,846 $451K <0.01% new Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,385 shares 16,385 $445K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,759 shares; 2025Q1: 3,085 shares; 2025Q2: 3,135 shares; 2025Q3: 2,341 shares 2,341 $444K <0.01% -794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 8,459 shares; 2025Q1: 8,862 shares; 2025Q2: 10,640 shares; 2025Q3: 10,109 shares 10,109 $444K <0.01% -531 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,071 shares; 2025Q1: 4,193 shares; 2025Q2: 4,273 shares; 2025Q3: 4,292 shares 4,292 $442K <0.01% +19 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,029 shares; 2025Q1: 6,545 shares; 2025Q2: 8,225 shares; 2025Q3: 11,401 shares 11,401 $441K <0.01% +3,176 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,777 shares; 2025Q1: 3,031 shares; 2025Q2: 3,506 shares; 2025Q3: 3,119 shares 3,119 $441K <0.01% -387 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,864 shares; 2025Q1: 1,161 shares; 2025Q2: 1,007 shares; 2025Q3: 1,141 shares 1,141 $432K <0.01% +134 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 10,483 shares; 2025Q1: 11,035 shares; 2025Q2: 15,906 shares; 2025Q3: 16,873 shares 16,873 $431K <0.01% +967 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 7,081 shares; 2025Q1: 6,398 shares; 2025Q2: 6,284 shares; 2025Q3: 8,321 shares 8,321 $424K <0.01% +2,037 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,333 shares; 2025Q1: 5,255 shares; 2025Q2: 6,219 shares; 2025Q3: 6,586 shares 6,586 $423K <0.01% +367 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 4,366 shares 4,366 $422K <0.01% +1,165 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,173 shares; 2025Q1: 17,214 shares; 2025Q2: 22,707 shares; 2025Q3: 24,098 shares 24,098 $420K <0.01% +1,391 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,862 shares; 2025Q1: 4,372 shares; 2025Q2: 4,798 shares; 2025Q3: 5,325 shares 5,325 $417K <0.01% +527 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 502 shares; 2025Q1: 622 shares; 2025Q2: 650 shares; 2025Q3: 678 shares 678 $404K <0.01% +28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,719 shares; 2025Q1: 2,738 shares; 2025Q2: 2,766 shares; 2025Q3: 2,775 shares 2,775 $401K <0.01% +9 Timeline GWX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 10,640 shares; 2025Q1: 12,735 shares; 2025Q2: 8,916 shares; 2025Q3: 9,903 shares 9,903 $398K <0.01% +987 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,323 shares; 2025Q1: 2,264 shares; 2025Q2: 2,397 shares; 2025Q3: 3,941 shares 3,941 $397K <0.01% +1,544 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 4,763 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,352 shares 4,352 $395K <0.01% -313 Timeline FTCB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,198 shares; 2025Q3: 18,550 shares 18,550 $395K <0.01% +6,352 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,640 shares; 2025Q2: 2,730 shares; 2025Q3: 2,818 shares 2,818 $388K <0.01% +88 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 236 shares; 2025Q1: 240 shares; 2025Q2: 3,585 shares; 2025Q3: 3,548 shares 3,548 $383K <0.01% -37 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,948 shares; 2025Q3: 13,335 shares 13,335 $382K <0.01% +2,387 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 7,277 shares; 2025Q1: 7,072 shares; 2025Q2: 7,687 shares; 2025Q3: 8,569 shares 8,569 $380K <0.01% +882 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 8,631 shares; 2025Q1: 9,777 shares; 2025Q2: 9,397 shares; 2025Q3: 10,106 shares 10,106 $377K <0.01% +709 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 5,087 shares; 2025Q1: 6,464 shares; 2025Q2: 5,477 shares; 2025Q3: 5,481 shares 5,481 $373K <0.01% +4 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 6,016 shares; 2025Q1: 5,720 shares; 2025Q2: 1,371 shares; 2025Q3: 1,095 shares 1,095 $364K <0.01% -276 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 6,755 shares; 2025Q1: 7,312 shares; 2025Q2: 6,904 shares; 2025Q3: 6,329 shares 6,329 $363K <0.01% -575 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 254 shares; 2025Q3: 303 shares 303 $363K <0.01% +49 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,938 shares 4,938 $363K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,683 shares; 2025Q1: 8,499 shares; 2025Q2: 6,790 shares; 2025Q3: 6,867 shares 6,867 $359K <0.01% +77 Timeline AVIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,179 shares; 2025Q3: 5,277 shares 5,277 $356K <0.01% +1,098 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,446 shares 3,446 $356K <0.01% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: 11,736 shares; 2025Q1: 11,694 shares; 2025Q2: 7,240 shares; 2025Q3: 7,434 shares 7,434 $353K <0.01% +194 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,155 shares; 2024Q4: 10,309 shares; 2025Q1: 10,253 shares; 2025Q2: 10,253 shares; 2025Q3: 13,884 shares 13,884 $351K <0.01% +3,631 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,698 shares; 2025Q3: 9,544 shares 9,544 $349K <0.01% +846 Timeline JBND 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,339 shares 6,339 $343K <0.01% new Timeline PXF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,052 shares; 2025Q1: 4,970 shares; 2025Q2: 3,521 shares; 2025Q3: 5,496 shares 5,496 $336K <0.01% +1,975 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,037 shares; 2025Q1: 1,479 shares; 2025Q2: 1,444 shares; 2025Q3: 1,437 shares 1,437 $333K <0.01% -7 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,926 shares; 2025Q1: 5,250 shares; 2025Q2: 3,169 shares; 2025Q3: 3,006 shares 3,006 $332K <0.01% -163 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,565 shares 1,565 $332K <0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,520 shares; 2025Q1: 2,488 shares; 2025Q2: 1,741 shares; 2025Q3: 1,687 shares 1,687 $330K <0.01% -54 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,598 shares; 2025Q2: 1,759 shares; 2025Q3: 1,775 shares 1,775 $329K <0.01% +16 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,475 shares; 2025Q3: 8,496 shares 8,496 $325K <0.01% +1,021 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 830 shares; 2025Q1: 898 shares; 2025Q2: 852 shares; 2025Q3: 943 shares 943 $322K <0.01% +91 Timeline EASG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,151 shares; 2025Q3: 9,302 shares 9,302 $322K <0.01% +1,151 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,765 shares; 2025Q1: 6,535 shares; 2025Q2: 6,630 shares; 2025Q3: 6,313 shares 6,313 $311K <0.01% -317 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 10,077 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,763 shares 9,763 $309K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,019 shares; 2025Q1: 2,788 shares; 2025Q2: 2,722 shares; 2025Q3: 2,745 shares 2,745 $309K <0.01% +23 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,216 shares; 2025Q2: 8,957 shares; 2025Q3: 6,649 shares 6,649 $305K <0.01% -2,308 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,344 shares 11,344 $303K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,956 shares; 2025Q2: 1,956 shares; 2025Q3: 1,966 shares 1,966 $300K <0.01% +10 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,019 shares; 2025Q1: 2,486 shares; 2025Q2: 2,483 shares; 2025Q3: 2,203 shares 2,203 $295K <0.01% -280 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 3,653 shares; 2025Q1: 2,610 shares; 2025Q2: 2,694 shares; 2025Q3: 2,848 shares 2,848 $294K <0.01% +154 Timeline PTF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares 3,933 $294K <0.01% new Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,403 shares; 2024Q4: 74,212 shares; 2025Q1: 70,485 shares; 2025Q2: 12,448 shares; 2025Q3: 7,759 shares 7,759 $294K <0.01% -4,689 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,269 shares; 2025Q1: 503 shares; 2025Q2: 512 shares; 2025Q3: 584 shares 584 $292K <0.01% +72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,612 shares 4,612 $292K <0.01% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,079 shares; 2024Q4: 12,839 shares; 2025Q1: 11,950 shares; 2025Q2: 11,130 shares; 2025Q3: 7,326 shares 7,326 $291K <0.01% -3,804 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,075 shares; 2025Q1: 2,435 shares; 2025Q2: not reported; 2025Q3: 1,352 shares 1,352 $289K <0.01% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,433 shares; 2025Q3: 7,297 shares 7,297 $289K <0.01% -136 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,967 shares 5,967 $287K <0.01% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 6,675 shares; 2025Q1: 5,817 shares; 2025Q2: 5,565 shares; 2025Q3: 5,994 shares 5,994 $285K <0.01% +429 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,255 shares 2,255 $284K <0.01% -93 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 22,336 shares; 2025Q1: 15,904 shares; 2025Q2: 11,070 shares; 2025Q3: 11,869 shares 11,869 $284K <0.01% +799 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 650 shares; 2025Q1: 654 shares; 2025Q2: 650 shares; 2025Q3: 673 shares 673 $284K <0.01% +23 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,587 shares; 2025Q3: 8,323 shares 8,323 $284K <0.01% +736 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,370 shares; 2025Q2: 2,755 shares; 2025Q3: 2,708 shares 2,708 $284K <0.01% -47 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,387 shares; 2025Q3: 9,381 shares 9,381 $278K <0.01% +994 Timeline VSS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 2,156 shares; 2025Q1: 1,763 shares; 2025Q2: 1,831 shares; 2025Q3: 1,948 shares 1,948 $278K <0.01% +117 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,594 shares; 2024Q4: 7,427 shares; 2025Q1: 6,707 shares; 2025Q2: 6,507 shares; 2025Q3: 6,459 shares 6,459 $278K <0.01% -48 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares 2,896 $276K <0.01% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,679 shares; 2025Q3: 12,560 shares 12,560 $267K <0.01% -1,119 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,802 shares; 2025Q1: 7,906 shares; 2025Q2: 8,191 shares; 2025Q3: 8,309 shares 8,309 $260K <0.01% +118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 985 shares; 2025Q3: 999 shares 999 $259K <0.01% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,133 shares; 2025Q1: 2,134 shares; 2025Q2: 2,225 shares; 2025Q3: 2,253 shares 2,253 $258K <0.01% +28 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,360 shares; 2025Q3: 4,515 shares 4,515 $257K <0.01% -845 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,828 shares; 2025Q3: 5,236 shares 5,236 $257K <0.01% +408 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares 1,537 $256K <0.01% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,639 shares; 2025Q2: 2,593 shares; 2025Q3: 1,516 shares 1,516 $255K <0.01% -1,077 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,898 shares; 2025Q1: 5,587 shares; 2025Q2: 5,469 shares; 2025Q3: 5,537 shares 5,537 $254K <0.01% +68 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,370 shares; 2024Q4: 24,264 shares; 2025Q1: 22,429 shares; 2025Q2: 25,393 shares; 2025Q3: 6,411 shares 6,411 $246K <0.01% -18,982 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 963 shares; 2025Q1: 961 shares; 2025Q2: 997 shares; 2025Q3: 992 shares 992 $245K <0.01% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,751 shares; 2024Q4: 5,185 shares; 2025Q1: 5,923 shares; 2025Q2: 5,420 shares; 2025Q3: 5,361 shares 5,361 $244K <0.01% -59 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,423 shares; 2025Q1: 5,342 shares; 2025Q2: 5,549 shares; 2025Q3: 5,459 shares 5,459 $243K <0.01% -90 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,679 shares 1,679 $240K <0.01% -41 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,600 shares; 2025Q1: 2,878 shares; 2025Q2: 2,460 shares; 2025Q3: 2,186 shares 2,186 $240K <0.01% -274 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 7,142 shares; 2025Q1: 8,565 shares; 2025Q2: 7,972 shares; 2025Q3: 5,688 shares 5,688 $240K <0.01% -2,284 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 5,460 shares; 2025Q1: 5,872 shares; 2025Q2: 5,497 shares; 2025Q3: 5,748 shares 5,748 $233K <0.01% +251 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,159 shares; 2025Q3: 7,082 shares 7,082 $233K <0.01% -77 Timeline RWO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,036 shares 5,036 $230K <0.01% new Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,881 shares; 2025Q3: 5,845 shares 5,845 $230K <0.01% -36 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,171 shares; 2025Q3: 2,184 shares 2,184 $229K <0.01% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 944 shares; 2025Q1: 915 shares; 2025Q2: 660 shares; 2025Q3: 686 shares 686 $228K <0.01% +26 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,111 shares; 2025Q1: 9,552 shares; 2025Q2: 9,232 shares; 2025Q3: 9,404 shares 9,404 $228K <0.01% +172 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares 5,016 $227K <0.01% new Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,540 shares; 2025Q2: 4,887 shares; 2025Q3: 4,873 shares 4,873 $227K <0.01% -14 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,126 shares; 2025Q1: 6,860 shares; 2025Q2: 9,452 shares; 2025Q3: 5,325 shares 5,325 $224K <0.01% -4,127 Timeline