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; 2019Q3: restricted; 2019Q4: 85,586 shares; 2020Q1: not loaded; 2020Q2: 30,552 shares; 2020Q3: 21,781 shares; 2020Q4: not loaded; 2021Q1: 25,400 shares; 2021Q2: 41,291 shares 41,291 $17.7M 3.81% +15,891 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; 2019Q3: restricted; 2019Q4: 37,433 shares; 2020Q1: not loaded; 2020Q2: 31,141 shares; 2020Q3: 23,824 shares; 2020Q4: not loaded; 2021Q1: 27,839 shares; 2021Q2: 44,086 shares 44,086 $17.3M 3.74% +16,247 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 10,038 shares; 2020Q1: not loaded; 2020Q2: 31,205 shares; 2020Q3: 23,989 shares; 2020Q4: not loaded; 2021Q1: 30,961 shares; 2021Q2: 38,083 shares 38,083 $16.4M 3.53% +7,122 Timeline FCTR 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 322,922 shares 322,922 $11.2M 2.42% new Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 374,825 shares 374,825 $10.7M 2.31% new Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 65,234 shares; 2021Q2: 168,109 shares 168,109 $10.1M 2.17% +102,875 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 15,294 shares; 2020Q1: not loaded; 2020Q2: 12,820 shares; 2020Q3: 26,589 shares; 2020Q4: not loaded; 2021Q1: 32,116 shares; 2021Q2: 34,127 shares 34,127 $9.24M 1.99% +2,011 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; 2019Q3: restricted; 2019Q4: 8,775 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 3,843 shares; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 25,956 shares 25,956 $9.2M 1.98% new 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; 2019Q3: restricted; 2019Q4: 13,832 shares; 2020Q1: not loaded; 2020Q2: 35,006 shares; 2020Q3: 37,633 shares; 2020Q4: not loaded; 2021Q1: 73,037 shares; 2021Q2: 66,150 shares 66,150 $8.65M 1.87% -6,887 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 12,671 shares; 2020Q1: not loaded; 2020Q2: 11,338 shares; 2020Q3: 55,274 shares; 2020Q4: not loaded; 2021Q1: 53,577 shares; 2021Q2: 55,798 shares 55,798 $7.64M 1.65% +2,221 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; 2019Q3: restricted; 2019Q4: 681 shares; 2020Q1: not loaded; 2020Q2: 669 shares; 2020Q3: 1,352 shares; 2020Q4: not loaded; 2021Q1: 1,709 shares; 2021Q2: 1,831 shares 1,831 $6.3M 1.36% +122 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 174,702 shares; 2021Q2: 225,169 shares 225,169 $6.22M 1.34% +50,467 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 416,309 shares; 2021Q2: 222,643 shares 222,643 $6.17M 1.33% -193,666 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 58,882 shares; 2020Q3: 64,496 shares; 2020Q4: not loaded; 2021Q1: 58,563 shares; 2021Q2: 59,422 shares 59,422 $5.85M 1.26% +859 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 34,664 shares; 2020Q1: not loaded; 2020Q2: 35,458 shares; 2020Q3: 34,323 shares; 2020Q4: not loaded; 2021Q1: 37,420 shares; 2021Q2: 35,321 shares 35,321 $5.46M 1.18% -2,099 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; 2019Q3: restricted; 2019Q4: 930 shares; 2020Q1: not loaded; 2020Q2: 7,314 shares; 2020Q3: 7,547 shares; 2020Q4: not loaded; 2021Q1: 11,753 shares; 2021Q2: 12,277 shares 12,277 $4.86M 1.05% +524 Timeline DNOV 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 338,452 shares; 2020Q3: 337,014 shares; 2020Q4: not loaded; 2021Q1: 79,570 shares; 2021Q2: 138,995 shares 138,995 $4.82M 1.04% +59,425 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; 2019Q3: restricted; 2019Q4: 1,513 shares; 2020Q1: not loaded; 2020Q2: 1,426 shares; 2020Q3: 9,233 shares; 2020Q4: not loaded; 2021Q1: 13,979 shares; 2021Q2: 13,749 shares 13,749 $4.78M 1.03% -230 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 317 shares; 2020Q1: not loaded; 2020Q2: 303 shares; 2020Q3: 1,653 shares; 2020Q4: not loaded; 2021Q1: 2,100 shares; 2021Q2: 1,943 shares 1,943 $4.74M 1.02% -157 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,801 shares; 2020Q4: not loaded; 2021Q1: 7,764 shares; 2021Q2: 7,894 shares 7,894 $4.62M 1% +130 Timeline FVC 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; 2019Q3: restricted; 2019Q4: 583,403 shares; 2020Q1: not loaded; 2020Q2: 620,475 shares; 2020Q3: 481,556 shares; 2020Q4: not loaded; 2021Q1: 112,469 shares; 2021Q2: 126,453 shares 126,453 $4.59M 0.99% +13,984 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; 2019Q3: restricted; 2019Q4: 66,793 shares; 2020Q1: not loaded; 2020Q2: 33,892 shares; 2020Q3: 89,912 shares; 2020Q4: not loaded; 2021Q1: 94,384 shares; 2021Q2: 89,180 shares 89,180 $4.49M 0.97% -5,204 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,199 shares; 2020Q4: not loaded; 2021Q1: 2,650 shares; 2021Q2: 2,879 shares 2,879 $4.3M 0.93% +229 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 18,983 shares; 2020Q1: not loaded; 2020Q2: 33,421 shares; 2020Q3: 37,881 shares; 2020Q4: not loaded; 2021Q1: 35,227 shares; 2021Q2: 40,058 shares 40,058 $4.2M 0.91% +4,831 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; 2019Q3: restricted; 2019Q4: 125,230 shares; 2020Q1: not loaded; 2020Q2: 441,994 shares; 2020Q3: 458,884 shares; 2020Q4: not loaded; 2021Q1: 473,602 shares; 2021Q2: 76,404 shares 76,404 $4.1M 0.88% -397,198 Timeline DAUG 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 400,417 shares; 2020Q3: 167,980 shares; 2020Q4: not loaded; 2021Q1: 121,619 shares; 2021Q2: 111,966 shares 111,966 $3.85M 0.83% -9,653 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 64,148 shares; 2021Q2: 68,938 shares 68,938 $3.71M 0.8% +4,790 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 10,809 shares; 2020Q1: not loaded; 2020Q2: 10,521 shares; 2020Q3: 26,383 shares; 2020Q4: not loaded; 2021Q1: 31,092 shares; 2021Q2: 34,360 shares 34,360 $3.67M 0.79% +3,268 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 6,712 shares; 2020Q1: not loaded; 2020Q2: 6,066 shares; 2020Q3: 15,546 shares; 2020Q4: not loaded; 2021Q1: 18,077 shares; 2021Q2: 18,283 shares 18,283 $3.63M 0.78% +206 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 6,413 shares; 2020Q1: not loaded; 2020Q2: 6,926 shares; 2020Q3: 6,088 shares; 2020Q4: not loaded; 2021Q1: 6,222 shares; 2021Q2: 6,831 shares 6,831 $3.45M 0.74% +609 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 8,052 shares; 2020Q1: not loaded; 2020Q2: 8,604 shares; 2020Q3: 8,263 shares; 2020Q4: not loaded; 2021Q1: 8,586 shares; 2021Q2: 8,481 shares 8,481 $3.4M 0.73% -105 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; 2019Q3: restricted; 2019Q4: 29,835 shares; 2020Q1: not loaded; 2020Q2: 40,350 shares; 2020Q3: 26,908 shares; 2020Q4: not loaded; 2021Q1: 20,690 shares; 2021Q2: 21,771 shares 21,771 $3.39M 0.73% +1,081 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 22,258 shares; 2020Q1: not loaded; 2020Q2: 20,423 shares; 2020Q3: 12,904 shares; 2020Q4: not loaded; 2021Q1: 11,851 shares; 2021Q2: 14,699 shares 14,699 $3.18M 0.69% +2,848 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 19,265 shares; 2020Q1: not loaded; 2020Q2: 18,397 shares; 2020Q3: 18,933 shares; 2020Q4: not loaded; 2021Q1: 20,692 shares; 2021Q2: 22,475 shares 22,475 $3.17M 0.68% +1,783 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,110 shares; 2020Q3: 31,226 shares; 2020Q4: not loaded; 2021Q1: 13,164 shares; 2021Q2: 13,585 shares 13,585 $3.12M 0.67% +421 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 26,085 shares; 2021Q2: 30,118 shares 30,118 $3.08M 0.67% +4,033 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 48,324 shares; 2020Q1: not loaded; 2020Q2: 39,072 shares; 2020Q3: 43,261 shares; 2020Q4: not loaded; 2021Q1: 44,150 shares; 2021Q2: 61,833 shares 61,833 $3.04M 0.66% +17,683 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 151,365 shares 151,365 $3.04M 0.66% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,909 shares; 2020Q4: not loaded; 2021Q1: 6,007 shares; 2021Q2: 6,069 shares 6,069 $2.98M 0.64% +62 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 17,486 shares; 2021Q2: 17,948 shares 17,948 $2.98M 0.64% +462 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; 2019Q3: restricted; 2019Q4: 10,113 shares; 2020Q1: not loaded; 2020Q2: 12,010 shares; 2020Q3: 11,092 shares; 2020Q4: not loaded; 2021Q1: 9,594 shares; 2021Q2: 10,522 shares 10,522 $2.92M 0.63% +928 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 28,326 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 47,258 shares; 2021Q2: 55,738 shares 55,738 $2.88M 0.62% +8,480 Timeline FAUG 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,515 shares; 2020Q4: not loaded; 2021Q1: 14,024 shares; 2021Q2: 77,809 shares 77,809 $2.87M 0.62% +63,785 Timeline BERRY GLOBAL GROUP INC BERRY GLOBAL GROUP INC More: the full row for BERRY GLOBAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,380 shares; 2020Q3: 21,630 shares; 2020Q4: not loaded; 2021Q1: 32,633 shares; 2021Q2: 43,817 shares 43,817 $2.86M 0.62% +11,184 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; 2019Q3: restricted; 2019Q4: 70,591 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 80,788 shares; 2021Q2: 77,860 shares 77,860 $2.86M 0.62% -2,928 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 42,554 shares; 2020Q1: not loaded; 2020Q2: 71,022 shares; 2020Q3: 70,785 shares; 2020Q4: not loaded; 2021Q1: 42,161 shares; 2021Q2: 47,620 shares 47,620 $2.82M 0.61% +5,459 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 23,105 shares; 2020Q1: not loaded; 2020Q2: 19,107 shares; 2020Q3: 21,061 shares; 2020Q4: not loaded; 2021Q1: 19,807 shares; 2021Q2: 27,522 shares 27,522 $2.81M 0.61% +7,715 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 5,312 shares; 2020Q1: not loaded; 2020Q2: 5,897 shares; 2020Q3: 6,561 shares; 2020Q4: not loaded; 2021Q1: 7,005 shares; 2021Q2: 9,410 shares 9,410 $2.81M 0.61% +2,405 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 22,937 shares; 2020Q4: not loaded; 2021Q1: 29,817 shares; 2021Q2: 33,349 shares 33,349 $2.79M 0.6% +3,532 Timeline FFEB 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 283,521 shares; 2020Q3: 279,347 shares; 2020Q4: not loaded; 2021Q1: 80,441 shares; 2021Q2: 75,590 shares 75,590 $2.75M 0.59% -4,851 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,534 shares; 2020Q4: not loaded; 2021Q1: 24,261 shares; 2021Q2: 25,325 shares 25,325 $2.72M 0.59% +1,064 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 18,860 shares; 2020Q1: not loaded; 2020Q2: 13,903 shares; 2020Q3: 14,313 shares; 2020Q4: not loaded; 2021Q1: 14,206 shares; 2021Q2: 16,231 shares 16,231 $2.67M 0.58% +2,025 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 71,467 shares; 2020Q1: not loaded; 2020Q2: 57,331 shares; 2020Q3: 34,011 shares; 2020Q4: not loaded; 2021Q1: 95,634 shares; 2021Q2: 97,730 shares 97,730 $2.6M 0.56% +2,096 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 17,620 shares; 2020Q1: not loaded; 2020Q2: 40,538 shares; 2020Q3: 46,719 shares; 2020Q4: not loaded; 2021Q1: 33,755 shares; 2021Q2: 36,632 shares 36,632 $2.59M 0.56% +2,877 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,893 shares; 2020Q4: not loaded; 2021Q1: 16,099 shares; 2021Q2: 17,470 shares 17,470 $2.59M 0.56% +1,371 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; 2019Q3: restricted; 2019Q4: 2,540 shares; 2020Q1: not loaded; 2020Q2: 2,519 shares; 2020Q3: 12,902 shares; 2020Q4: not loaded; 2021Q1: 18,328 shares; 2021Q2: 19,125 shares 19,125 $2.58M 0.56% +797 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 10,207 shares; 2020Q4: not loaded; 2021Q1: 14,302 shares; 2021Q2: 14,797 shares 14,797 $2.58M 0.56% +495 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,830 shares; 2020Q4: not loaded; 2021Q1: 8,700 shares; 2021Q2: 8,739 shares 8,739 $2.58M 0.56% +39 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 27,553 shares; 2020Q4: not loaded; 2021Q1: 34,843 shares; 2021Q2: 32,832 shares 32,832 $2.56M 0.55% -2,011 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,249 shares; 2020Q4: not loaded; 2021Q1: 6,688 shares; 2021Q2: 7,596 shares 7,596 $2.55M 0.55% +908 Timeline LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC More: the full row for LIBERTY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 94,914 shares; 2020Q1: not loaded; 2020Q2: 75,755 shares; 2020Q3: 82,373 shares; 2020Q4: not loaded; 2021Q1: 80,131 shares; 2021Q2: 93,857 shares 93,857 $2.54M 0.55% +13,726 TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,890 shares; 2020Q4: not loaded; 2021Q1: 13,823 shares; 2021Q2: 13,582 shares 13,582 $2.53M 0.55% -241 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 122,114 shares; 2020Q1: not loaded; 2020Q2: 121,731 shares; 2020Q3: 133,054 shares; 2020Q4: not loaded; 2021Q1: 115,092 shares; 2021Q2: 146,486 shares 146,486 $2.51M 0.54% +31,394 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 23,172 shares; 2020Q1: not loaded; 2020Q2: 40,781 shares; 2020Q3: 41,536 shares; 2020Q4: not loaded; 2021Q1: 26,205 shares; 2021Q2: 26,726 shares 26,726 $2.48M 0.53% +521 Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 21,172 shares; 2020Q4: not loaded; 2021Q1: 27,858 shares; 2021Q2: 31,451 shares 31,451 $2.46M 0.53% +3,593 FSEP 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,898 shares; 2020Q4: not loaded; 2021Q1: 10,279 shares; 2021Q2: 71,246 shares 71,246 $2.44M 0.53% +60,967 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 19,431 shares; 2020Q4: not loaded; 2021Q1: 27,292 shares; 2021Q2: 29,952 shares 29,952 $2.44M 0.53% +2,660 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,777 shares; 2020Q4: not loaded; 2021Q1: 28,552 shares; 2021Q2: 32,157 shares 32,157 $2.41M 0.52% +3,605 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 1,500 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,472 shares; 2020Q4: not loaded; 2021Q1: 8,926 shares; 2021Q2: 9,796 shares 9,796 $2.39M 0.52% +870 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 28,317 shares; 2021Q2: 29,336 shares 29,336 $2.38M 0.51% +1,019 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,918 shares; 2020Q4: not loaded; 2021Q1: 20,050 shares; 2021Q2: 20,589 shares 20,589 $2.36M 0.51% +539 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 6,873 shares; 2020Q1: not loaded; 2020Q2: 3,076 shares; 2020Q3: 5,437 shares; 2020Q4: not loaded; 2021Q1: 40,792 shares; 2021Q2: 21,861 shares 21,861 $2.32M 0.5% -18,931 Timeline DOCT 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 71,726 shares 71,726 $2.31M 0.5% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 137,990 shares; 2020Q4: not loaded; 2021Q1: 189,965 shares; 2021Q2: 200,452 shares 200,452 $2.3M 0.5% +10,487 KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,666 shares; 2020Q4: not loaded; 2021Q1: 15,554 shares; 2021Q2: 17,120 shares 17,120 $2.29M 0.49% +1,566 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,877 shares; 2020Q4: not loaded; 2021Q1: 24,577 shares; 2021Q2: 26,831 shares 26,831 $2.29M 0.49% +2,254 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 24,037 shares; 2021Q2: 24,939 shares 24,939 $2.28M 0.49% +902 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 6,784 shares; 2020Q1: not loaded; 2020Q2: 11,970 shares; 2020Q3: 13,415 shares; 2020Q4: not loaded; 2021Q1: 17,607 shares; 2021Q2: 24,299 shares 24,299 $2.26M 0.49% +6,692 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 12,754 shares; 2021Q2: 29,844 shares 29,844 $2.26M 0.49% +17,090 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,350 shares; 2020Q4: not loaded; 2021Q1: 23,166 shares; 2021Q2: 25,310 shares 25,310 $2.23M 0.48% +2,144 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 101,575 shares; 2020Q1: not loaded; 2020Q2: 4,884 shares; 2020Q3: 40,456 shares; 2020Q4: not loaded; 2021Q1: 22,183 shares; 2021Q2: 25,222 shares 25,222 $2.22M 0.48% +3,039 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 75,449 shares 75,449 $2.22M 0.48% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 19,835 shares; 2020Q3: 16,572 shares; 2020Q4: not loaded; 2021Q1: 20,457 shares; 2021Q2: 20,637 shares 20,637 $2.21M 0.48% +180 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,021 shares; 2020Q4: not loaded; 2021Q1: 10,748 shares; 2021Q2: 12,072 shares 12,072 $2.17M 0.47% +1,324 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 22,918 shares; 2020Q1: not loaded; 2020Q2: 45,056 shares; 2020Q3: 40,339 shares; 2020Q4: not loaded; 2021Q1: 33,815 shares; 2021Q2: 33,715 shares 33,715 $2.13M 0.46% -100 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 24,567 shares; 2020Q4: not loaded; 2021Q1: 56,095 shares; 2021Q2: 61,249 shares 61,249 $2.1M 0.45% +5,154 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 147,907 shares; 2021Q2: 150,304 shares 150,304 $2.04M 0.44% +2,397 Timeline FPX 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 29,733 shares; 2021Q2: 15,843 shares 15,843 $2.02M 0.44% -13,890 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; 2019Q3: restricted; 2019Q4: 90,001 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,647 shares; 2020Q4: not loaded; 2021Q1: 15,265 shares; 2021Q2: 18,106 shares 18,106 $1.99M 0.43% +2,841 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 52,635 shares; 2021Q2: 25,780 shares 25,780 $1.97M 0.42% -26,855 Timeline FBT 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; 2019Q3: restricted; 2019Q4: 2,486 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 22,566 shares; 2021Q2: 11,178 shares 11,178 $1.93M 0.42% -11,388 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 14,020 shares; 2020Q3: 17,232 shares; 2020Q4: not loaded; 2021Q1: 17,200 shares; 2021Q2: 17,373 shares 17,373 $1.82M 0.39% +173 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 72,667 shares; 2020Q1: not loaded; 2020Q2: 60,647 shares; 2020Q3: 68,368 shares; 2020Q4: not loaded; 2021Q1: 73,956 shares; 2021Q2: 97,550 shares 97,550 $1.77M 0.38% +23,594 Timeline GRID 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 18,301 shares; 2021Q2: 19,033 shares 19,033 $1.76M 0.38% +732 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 20,332 shares; 2020Q1: not loaded; 2020Q2: 16,399 shares; 2020Q3: 18,600 shares; 2020Q4: not loaded; 2021Q1: 17,454 shares; 2021Q2: 17,376 shares 17,376 $1.71M 0.37% -78 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 40,494 shares; 2020Q3: 27,859 shares; 2020Q4: not loaded; 2021Q1: 41,504 shares; 2021Q2: 40,407 shares 40,407 $1.7M 0.37% -1,097 Timeline DDEC 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 52,034 shares 52,034 $1.66M 0.36% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 18,090 shares; 2020Q3: 20,011 shares; 2020Q4: not loaded; 2021Q1: 22,834 shares; 2021Q2: 28,586 shares 28,586 $1.6M 0.35% +5,752 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 7,563 shares; 2020Q3: 10,413 shares; 2020Q4: not loaded; 2021Q1: 9,307 shares; 2021Q2: 11,695 shares 11,695 $1.57M 0.34% +2,388 Timeline DFEB 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 77,505 shares; 2020Q3: 73,700 shares; 2020Q4: not loaded; 2021Q1: 53,644 shares; 2021Q2: 44,824 shares 44,824 $1.53M 0.33% -8,820 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; 2019Q3: restricted; 2019Q4: 16,130 shares; 2020Q1: not loaded; 2020Q2: 22,118 shares; 2020Q3: 10,725 shares; 2020Q4: not loaded; 2021Q1: 8,901 shares; 2021Q2: 8,332 shares 8,332 $1.46M 0.32% -569 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 12,875 shares; 2020Q1: not loaded; 2020Q2: 13,815 shares; 2020Q3: 9,306 shares; 2020Q4: not loaded; 2021Q1: 19,286 shares; 2021Q2: 24,779 shares 24,779 $1.46M 0.31% +5,493 Timeline SPX FLOW INC COM SPX FLOW INC COM More: the full row for SPX FLOW INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 21,461 shares; 2020Q1: not loaded; 2020Q2: 31,673 shares; 2020Q3: 27,409 shares; 2020Q4: not loaded; 2021Q1: 17,813 shares; 2021Q2: 21,017 shares 21,017 $1.37M 0.3% +3,204 KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 16,360 shares; 2020Q1: not loaded; 2020Q2: 8,666 shares; 2020Q3: 18,288 shares; 2020Q4: not loaded; 2021Q1: 21,495 shares; 2021Q2: 28,181 shares 28,181 $1.28M 0.28% +6,686 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 23,248 shares; 2021Q2: 24,371 shares 24,371 $1.25M 0.27% +1,123 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 14,032 shares 14,032 $1.23M 0.27% new 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 10,825 shares; 2020Q4: not loaded; 2021Q1: 10,814 shares; 2021Q2: 7,977 shares 7,977 $1.23M 0.27% -2,837 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 1,395 shares; 2020Q1: not loaded; 2020Q2: 1,528 shares; 2020Q3: 1,453 shares; 2020Q4: not loaded; 2021Q1: 1,444 shares; 2021Q2: 4,282 shares 4,282 $1.17M 0.25% +2,838 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 31,102 shares; 2021Q2: 32,026 shares 32,026 $1.16M 0.25% +924 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,292 shares; 2020Q4: not loaded; 2021Q1: 21,831 shares; 2021Q2: 12,425 shares 12,425 $1.15M 0.25% -9,406 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 13,996 shares 13,996 $1.09M 0.23% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 47,400 shares; 2020Q1: not loaded; 2020Q2: 68,391 shares; 2020Q3: 23,728 shares; 2020Q4: not loaded; 2021Q1: 19,074 shares; 2021Q2: 15,556 shares 15,556 $1.07M 0.23% -3,518 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,585 shares; 2020Q4: not loaded; 2021Q1: 7,371 shares; 2021Q2: 7,371 shares 7,371 $1.07M 0.23% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 10,002 shares; 2021Q2: 10,134 shares 10,134 $1.06M 0.23% +132 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; 2019Q3: restricted; 2019Q4: 43,309 shares; 2020Q1: not loaded; 2020Q2: 46,355 shares; 2020Q3: 40,443 shares; 2020Q4: not loaded; 2021Q1: 24,302 shares; 2021Q2: 20,661 shares 20,661 $1.05M 0.23% -3,641 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 1,687 shares; 2020Q1: not loaded; 2020Q2: 4,484 shares; 2020Q3: 4,865 shares; 2020Q4: not loaded; 2021Q1: 4,649 shares; 2021Q2: 2,896 shares 2,896 $1.04M 0.23% -1,753 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 9,524 shares; 2021Q2: 19,215 shares 19,215 $1.03M 0.22% +9,691 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 46,105 shares; 2020Q3: 52,505 shares; 2020Q4: not loaded; 2021Q1: 110,470 shares; 2021Q2: 111,570 shares 111,570 $1.01M 0.22% +1,100 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 6,112 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 6,222 shares 6,222 $990K 0.21% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 21,685 shares; 2020Q1: not loaded; 2020Q2: 20,669 shares; 2020Q3: 20,269 shares; 2020Q4: not loaded; 2021Q1: 17,536 shares; 2021Q2: 17,488 shares 17,488 $982K 0.21% -48 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 3,680 shares; 2020Q1: not loaded; 2020Q2: 3,698 shares; 2020Q3: 5,339 shares; 2020Q4: not loaded; 2021Q1: 4,029 shares; 2021Q2: 4,349 shares 4,349 $969K 0.21% +320 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 22,459 shares; 2020Q1: not loaded; 2020Q2: 14,775 shares; 2020Q3: 18,410 shares; 2020Q4: not loaded; 2021Q1: 11,243 shares; 2021Q2: 11,095 shares 11,095 $956K 0.21% -148 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 7,183 shares; 2020Q1: not loaded; 2020Q2: 7,880 shares; 2020Q3: 2,875 shares; 2020Q4: not loaded; 2021Q1: 2,128 shares; 2021Q2: 1,963 shares 1,963 $936K 0.2% -165 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 25,040 shares 25,040 $912K 0.2% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 11,727 shares; 2020Q1: not loaded; 2020Q2: 14,778 shares; 2020Q3: 15,413 shares; 2020Q4: not loaded; 2021Q1: 5,391 shares; 2021Q2: 5,249 shares 5,249 $910K 0.2% -142 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 10,843 shares; 2020Q1: not loaded; 2020Q2: 12,443 shares; 2020Q3: 5,358 shares; 2020Q4: not loaded; 2021Q1: 3,984 shares; 2021Q2: 3,888 shares 3,888 $909K 0.2% -96 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 7,492 shares; 2020Q1: not loaded; 2020Q2: 29,779 shares; 2020Q3: 13,195 shares; 2020Q4: not loaded; 2021Q1: 10,471 shares; 2021Q2: 11,545 shares 11,545 $898K 0.19% +1,074 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 42,873 shares; 2020Q1: not loaded; 2020Q2: 55,849 shares; 2020Q3: 21,123 shares; 2020Q4: not loaded; 2021Q1: 15,262 shares; 2021Q2: 14,996 shares 14,996 $855K 0.18% -266 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 18,801 shares; 2020Q3: 27,647 shares; 2020Q4: not loaded; 2021Q1: 13,131 shares; 2021Q2: 15,571 shares 15,571 $853K 0.18% +2,440 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 2,128 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,079 shares; 2020Q4: not loaded; 2021Q1: 4,311 shares; 2021Q2: 6,989 shares 6,989 $806K 0.17% +2,678 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 9,132 shares; 2020Q1: not loaded; 2020Q2: 51,301 shares; 2020Q3: 19,345 shares; 2020Q4: not loaded; 2021Q1: 14,799 shares; 2021Q2: 15,151 shares 15,151 $803K 0.17% +352 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 3,681 shares; 2020Q1: not loaded; 2020Q2: 4,148 shares; 2020Q3: 1,346 shares; 2020Q4: not loaded; 2021Q1: 947 shares; 2021Q2: 917 shares 917 $802K 0.17% -30 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 10,018 shares 10,018 $775K 0.17% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 20,760 shares; 2020Q3: 11,657 shares; 2020Q4: not loaded; 2021Q1: 105,664 shares; 2021Q2: 8,938 shares 8,938 $770K 0.17% -96,726 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 4,032 shares; 2020Q3: 4,070 shares; 2020Q4: not loaded; 2021Q1: 17,712 shares; 2021Q2: 12,812 shares 12,812 $768K 0.17% -4,900 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 26,884 shares; 2020Q1: not loaded; 2020Q2: 15,742 shares; 2020Q3: 18,014 shares; 2020Q4: not loaded; 2021Q1: 19,487 shares; 2021Q2: 10,190 shares 10,190 $763K 0.16% -9,297 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 24,893 shares; 2020Q1: not loaded; 2020Q2: 24,430 shares; 2020Q3: 8,640 shares; 2020Q4: not loaded; 2021Q1: 6,633 shares; 2021Q2: 6,370 shares 6,370 $761K 0.16% -263 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 15,965 shares; 2021Q2: 16,244 shares 16,244 $752K 0.16% +279 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; 2019Q3: restricted; 2019Q4: 8,802 shares; 2020Q1: not loaded; 2020Q2: 51,506 shares; 2020Q3: 23,181 shares; 2020Q4: not loaded; 2021Q1: 16,099 shares; 2021Q2: 15,971 shares 15,971 $747K 0.16% -128 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; 2019Q3: restricted; 2019Q4: 4,650 shares; 2020Q1: not loaded; 2020Q2: 2,134 shares; 2020Q3: 2,780 shares; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 5,360 shares 5,360 $737K 0.16% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 43,858 shares; 2020Q1: not loaded; 2020Q2: 53,652 shares; 2020Q3: 17,464 shares; 2020Q4: not loaded; 2021Q1: 10,434 shares; 2021Q2: 9,910 shares 9,910 $722K 0.16% -524 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 19,926 shares; 2020Q1: not loaded; 2020Q2: 22,236 shares; 2020Q3: 8,291 shares; 2020Q4: not loaded; 2021Q1: 6,051 shares; 2021Q2: 5,740 shares 5,740 $713K 0.15% -311 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 14,941 shares; 2020Q3: 5,164 shares; 2020Q4: not loaded; 2021Q1: 3,777 shares; 2021Q2: 3,668 shares 3,668 $691K 0.15% -109 Timeline QCLN 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 8,226 shares; 2021Q2: 9,776 shares 9,776 $677K 0.15% +1,550 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 12,792 shares; 2020Q1: not loaded; 2020Q2: 8,982 shares; 2020Q3: 10,185 shares; 2020Q4: not loaded; 2021Q1: 9,660 shares; 2021Q2: 5,709 shares 5,709 $672K 0.14% -3,951 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 45,461 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 23,929 shares; 2020Q4: not loaded; 2021Q1: 13,971 shares; 2021Q2: 24,348 shares 24,348 $672K 0.14% +10,377 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,960 shares; 2020Q4: not loaded; 2021Q1: 12,950 shares; 2021Q2: 17,065 shares 17,065 $663K 0.14% +4,115 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; 2019Q3: restricted; 2019Q4: 1,751 shares; 2020Q1: not loaded; 2020Q2: 2,401 shares; 2020Q3: 2,462 shares; 2020Q4: not loaded; 2021Q1: 2,101 shares; 2021Q2: 2,050 shares 2,050 $654K 0.14% -51 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 13,060 shares 13,060 $651K 0.14% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 43,480 shares; 2020Q1: not loaded; 2020Q2: 61,193 shares; 2020Q3: 21,115 shares; 2020Q4: not loaded; 2021Q1: 13,799 shares; 2021Q2: 10,850 shares 10,850 $649K 0.14% -2,949 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; 2019Q3: restricted; 2019Q4: 5,477 shares; 2020Q1: not loaded; 2020Q2: 5,590 shares; 2020Q3: 2,204 shares; 2020Q4: not loaded; 2021Q1: 1,644 shares; 2021Q2: 1,699 shares 1,699 $643K 0.14% +55 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 54,800 shares; 2020Q1: not loaded; 2020Q2: 15,314 shares; 2020Q3: 11,846 shares; 2020Q4: not loaded; 2021Q1: 12,178 shares; 2021Q2: 12,603 shares 12,603 $635K 0.14% +425 Timeline FNOV 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 22,487 shares; 2020Q3: 20,563 shares; 2020Q4: not loaded; 2021Q1: 15,597 shares; 2021Q2: 16,635 shares 16,635 $628K 0.14% +1,038 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 27,928 shares; 2020Q1: not loaded; 2020Q2: 34,005 shares; 2020Q3: 10,621 shares; 2020Q4: not loaded; 2021Q1: 7,574 shares; 2021Q2: 7,433 shares 7,433 $620K 0.13% -141 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 7,994 shares 7,994 $618K 0.13% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 3,134 shares; 2020Q4: not loaded; 2021Q1: 2,967 shares; 2021Q2: 2,967 shares 2,967 $617K 0.13% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 19,991 shares; 2020Q3: 7,429 shares; 2020Q4: not loaded; 2021Q1: 5,105 shares; 2021Q2: 4,728 shares 4,728 $617K 0.13% -377 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 8,886 shares; 2021Q2: 12,881 shares 12,881 $614K 0.13% +3,995 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 6,934 shares; 2020Q3: 5,488 shares; 2020Q4: not loaded; 2021Q1: 12,571 shares; 2021Q2: 9,934 shares 9,934 $610K 0.13% -2,637 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 5,065 shares; 2020Q1: not loaded; 2020Q2: 3,700 shares; 2020Q3: 4,083 shares; 2020Q4: not loaded; 2021Q1: 4,214 shares; 2021Q2: 5,381 shares 5,381 $608K 0.13% +1,167 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; 2019Q3: restricted; 2019Q4: 2,001 shares; 2020Q1: not loaded; 2020Q2: 1,640 shares; 2020Q3: 1,623 shares; 2020Q4: not loaded; 2021Q1: 2,210 shares; 2021Q2: 2,107 shares 2,107 $604K 0.13% -103 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 22,935 shares 22,935 $600K 0.13% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 33,654 shares; 2020Q3: 12,826 shares; 2020Q4: not loaded; 2021Q1: 7,147 shares; 2021Q2: 6,935 shares 6,935 $592K 0.13% -212 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 1,784 shares; 2021Q2: 2,480 shares 2,480 $589K 0.13% +696 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 3,861 shares 3,861 $577K 0.12% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 8,278 shares; 2020Q3: 10,045 shares; 2020Q4: not loaded; 2021Q1: 10,662 shares; 2021Q2: 12,495 shares 12,495 $564K 0.12% +1,833 Timeline COMT 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 15,781 shares 15,781 $544K 0.12% new Timeline FMAY 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 75,008 shares; 2020Q3: 16,179 shares; 2020Q4: not loaded; 2021Q1: 14,741 shares; 2021Q2: 15,046 shares 15,046 $544K 0.12% +305 Timeline EATON VANCE TAX-ADVANTAGED … EATON VANCE TAX-ADVANTAGED BON More: the full row for EATON VANCE TAX-ADVANTAGED BON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,760 shares; 2020Q3: 21,660 shares; 2020Q4: not loaded; 2021Q1: 45,660 shares; 2021Q2: 47,015 shares 47,015 $542K 0.12% +1,355 USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 57,453 shares; 2020Q1: not loaded; 2020Q2: 23,331 shares; 2020Q3: 18,403 shares; 2020Q4: not loaded; 2021Q1: 12,166 shares; 2021Q2: 7,309 shares 7,309 $538K 0.12% -4,857 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 3,941 shares 3,941 $533K 0.11% new KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 9,488 shares; 2020Q1: not loaded; 2020Q2: 11,462 shares; 2020Q3: 10,122 shares; 2020Q4: not loaded; 2021Q1: 10,009 shares; 2021Q2: 9,732 shares 9,732 $527K 0.11% -277 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 17,784 shares; 2020Q4: not loaded; 2021Q1: 11,130 shares; 2021Q2: 12,470 shares 12,470 $520K 0.11% +1,340 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 645 shares; 2020Q4: not loaded; 2021Q1: 652 shares; 2021Q2: 636 shares 636 $509K 0.11% -16 Timeline FJUN 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 12,097 shares; 2020Q4: not loaded; 2021Q1: 12,930 shares; 2021Q2: 13,923 shares 13,923 $503K 0.11% +993 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 1,396 shares; 2020Q1: not loaded; 2020Q2: 1,536 shares; 2020Q3: 1,378 shares; 2020Q4: not loaded; 2021Q1: 1,364 shares; 2021Q2: 1,343 shares 1,343 $490K 0.11% -21 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 5,337 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 22,713 shares; 2020Q4: not loaded; 2021Q1: 7,900 shares; 2021Q2: 7,911 shares 7,911 $482K 0.1% +11 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 5,711 shares; 2020Q3: 1,795 shares; 2020Q4: not loaded; 2021Q1: 1,322 shares; 2021Q2: 1,290 shares 1,290 $469K 0.1% -32 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 2,588 shares; 2020Q3: 2,588 shares; 2020Q4: not loaded; 2021Q1: 5,471 shares; 2021Q2: 5,623 shares 5,623 $466K 0.1% +152 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 2,999 shares; 2020Q3: 5,339 shares; 2020Q4: not loaded; 2021Q1: 4,207 shares; 2021Q2: 3,723 shares 3,723 $462K 0.1% -484 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; 2019Q3: restricted; 2019Q4: 27,345 shares; 2020Q1: not loaded; 2020Q2: 21,736 shares; 2020Q3: 21,271 shares; 2020Q4: not loaded; 2021Q1: 3,149 shares; 2021Q2: 3,097 shares 3,097 $457K 0.1% -52 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 17,408 shares; 2020Q1: not loaded; 2020Q2: 13,332 shares; 2020Q3: 20,335 shares; 2020Q4: not loaded; 2021Q1: 21,917 shares; 2021Q2: 27,559 shares 27,559 $454K 0.1% +5,642 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; 2019Q3: restricted; 2019Q4: 13,691 shares; 2020Q1: not loaded; 2020Q2: 4,636 shares; 2020Q3: 12,849 shares; 2020Q4: not loaded; 2021Q1: 15,788 shares; 2021Q2: 11,044 shares 11,044 $445K 0.1% -4,744 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 20,677 shares 20,677 $445K 0.1% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 5,015 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,543 shares; 2020Q4: not loaded; 2021Q1: 3,780 shares; 2021Q2: 4,434 shares 4,434 $443K 0.1% +654 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; 2019Q3: restricted; 2019Q4: 194,703 shares; 2020Q1: not loaded; 2020Q2: 7,510 shares; 2020Q3: 6,312 shares; 2020Q4: not loaded; 2021Q1: 5,822 shares; 2021Q2: 6,249 shares 6,249 $394K 0.09% +427 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; 2019Q3: restricted; 2019Q4: 107,938 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 10,256 shares; 2021Q2: 11,981 shares 11,981 $394K 0.09% +1,725 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; 2019Q3: restricted; 2019Q4: 54,340 shares; 2020Q1: not loaded; 2020Q2: 19,140 shares; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 7,783 shares; 2021Q2: 12,405 shares 12,405 $388K 0.08% +4,622 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 274 shares; 2020Q1: not loaded; 2020Q2: 227 shares; 2020Q3: 245 shares; 2020Q4: not loaded; 2021Q1: 153 shares; 2021Q2: 151 shares 151 $378K 0.08% -2 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 7,898 shares; 2020Q1: not loaded; 2020Q2: 2,978 shares; 2020Q3: 2,029 shares; 2020Q4: not loaded; 2021Q1: 3,097 shares; 2021Q2: 3,138 shares 3,138 $353K 0.08% +41 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 11,338 shares; 2021Q2: 11,661 shares 11,661 $349K 0.08% +323 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 4,861 shares; 2020Q1: not loaded; 2020Q2: 5,618 shares; 2020Q3: 5,400 shares; 2020Q4: not loaded; 2021Q1: 5,298 shares; 2021Q2: 5,184 shares 5,184 $346K 0.07% -114 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; 2019Q3: restricted; 2019Q4: 3,514 shares; 2020Q1: not loaded; 2020Q2: 2,916 shares; 2020Q3: 3,022 shares; 2020Q4: not loaded; 2021Q1: 3,783 shares; 2021Q2: 4,008 shares 4,008 $344K 0.07% +225 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 6,708 shares; 2020Q1: not loaded; 2020Q2: 6,437 shares; 2020Q3: 4,566 shares; 2020Q4: not loaded; 2021Q1: 3,760 shares; 2021Q2: 4,100 shares 4,100 $343K 0.07% +340 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 5,472 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 3,863 shares; 2021Q2: 3,035 shares 3,035 $328K 0.07% -828 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 19,247 shares; 2020Q1: not loaded; 2020Q2: 21,655 shares; 2020Q3: 24,546 shares; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 6,942 shares 6,942 $320K 0.07% new Timeline FOCT 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 8,794 shares; 2021Q2: 9,349 shares 9,349 $318K 0.07% +555 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 9,815 shares; 2020Q1: not loaded; 2020Q2: 6,736 shares; 2020Q3: 6,423 shares; 2020Q4: not loaded; 2021Q1: 5,481 shares; 2021Q2: 4,450 shares 4,450 $317K 0.07% -1,031 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 11,199 shares; 2020Q1: not loaded; 2020Q2: 17,318 shares; 2020Q3: 16,433 shares; 2020Q4: not loaded; 2021Q1: 12,737 shares; 2021Q2: 6,214 shares 6,214 $316K 0.07% -6,523 Timeline FDEC 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 7,887 shares; 2021Q2: 9,072 shares 9,072 $301K 0.06% +1,185 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 15,325 shares 15,325 $300K 0.06% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 2,540 shares; 2020Q1: not loaded; 2020Q2: 2,854 shares; 2020Q3: 2,856 shares; 2020Q4: not loaded; 2021Q1: 1,293 shares; 2021Q2: 1,249 shares 1,249 $299K 0.06% -44 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; 2019Q3: restricted; 2019Q4: 2,319 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,636 shares; 2020Q4: not loaded; 2021Q1: 1,794 shares; 2021Q2: 1,906 shares 1,906 $295K 0.06% +112 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 6,455 shares; 2021Q2: 4,121 shares 4,121 $289K 0.06% -2,334 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 3,801 shares; 2020Q1: not loaded; 2020Q2: 5,574 shares; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 5,047 shares; 2021Q2: 5,047 shares 5,047 $288K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 565 shares; 2021Q2: 544 shares 544 $287K 0.06% -21 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 4,086 shares; 2021Q2: 3,910 shares 3,910 $287K 0.06% -176 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 707 shares; 2020Q4: not loaded; 2021Q1: 2,835 shares; 2021Q2: 2,837 shares 2,837 $282K 0.06% +2 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 6,084 shares; 2020Q1: not loaded; 2020Q2: 6,106 shares; 2020Q3: 5,466 shares; 2020Q4: not loaded; 2021Q1: 3,779 shares; 2021Q2: 3,779 shares 3,779 $282K 0.06% 0 Timeline FJUL 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,193 shares; 2020Q4: not loaded; 2021Q1: 8,053 shares; 2021Q2: 8,053 shares 8,053 $278K 0.06% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 3,468 shares 3,468 $275K 0.06% new 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 10,424 shares; 2020Q3: 9,747 shares; 2020Q4: not loaded; 2021Q1: 4,450 shares; 2021Q2: 675 shares 675 $269K 0.06% -3,775 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; 2019Q3: restricted; 2019Q4: 4,898 shares; 2020Q1: not loaded; 2020Q2: 4,488 shares; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 4,662 shares; 2021Q2: 4,242 shares 4,242 $268K 0.06% -420 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 1,184 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,041 shares; 2020Q4: not loaded; 2021Q1: 1,200 shares; 2021Q2: 1,200 shares 1,200 $264K 0.06% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 10,140 shares 10,140 $261K 0.06% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 9,235 shares; 2020Q1: not loaded; 2020Q2: 7,587 shares; 2020Q3: 6,049 shares; 2020Q4: not loaded; 2021Q1: 4,511 shares; 2021Q2: 4,516 shares 4,516 $253K 0.05% +5 Timeline TBLL 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 2,390 shares 2,390 $253K 0.05% new Timeline TAN 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 2,811 shares 2,811 $251K 0.05% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 633 shares; 2021Q2: 633 shares 633 $245K 0.05% 0 Timeline ROKT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 5,721 shares 5,721 $243K 0.05% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 3,304 shares; 2021Q2: 3,406 shares 3,406 $241K 0.05% +102 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 5,060 shares 5,060 $241K 0.05% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 3,615 shares 3,615 $236K 0.05% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 31,842 shares; 2020Q1: not loaded; 2020Q2: 14,249 shares; 2020Q3: 7,669 shares; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 5,873 shares 5,873 $234K 0.05% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 3,784 shares; 2020Q3: 3,759 shares; 2020Q4: not loaded; 2021Q1: 3,469 shares; 2021Q2: 3,353 shares 3,353 $234K 0.05% -116 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 9,830 shares 9,830 $231K 0.05% new Timeline GXDW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 4,403 shares; 2021Q2: 4,448 shares 4,448 $230K 0.05% +45 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 1,646 shares; 2021Q2: 1,646 shares 1,646 $227K 0.05% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 153 shares 153 $223K 0.05% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 5,160 shares; 2021Q2: 4,052 shares 4,052 $219K 0.05% -1,108 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; 2019Q3: restricted; 2019Q4: 147,297 shares; 2020Q1: not loaded; 2020Q2: 13,128 shares; 2020Q3: 10,343 shares; 2020Q4: not loaded; 2021Q1: 2,806 shares; 2021Q2: 2,134 shares 2,134 $214K 0.05% -672 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 1,658 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 1,326 shares 1,326 $214K 0.05% new 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; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 3,361 shares 3,361 $213K 0.05% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 301 shares 301 $205K 0.04% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 933 shares 933 $202K 0.04% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: not reported; 2021Q2: 830 shares 830 $201K 0.04% new Timeline FIRST TR ABERDEEN GLBL OPP F FIRST TR ABERDEEN GLBL OPP F More: the full row for FIRST TR ABERDEEN GLBL OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 12,150 shares; 2020Q3: 12,150 shares; 2020Q4: not loaded; 2021Q1: 12,150 shares; 2021Q2: 12,150 shares 12,150 $124K 0.03% 0 RESOLUTE FOREST PRODUCTS RESOLUTE FOREST PRODUCTS More: the full row for RESOLUTE FOREST PRODUCTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 61,319 shares; 2020Q1: not loaded; 2020Q2: 12,896 shares; 2020Q3: 11,847 shares; 2020Q4: not loaded; 2021Q1: 10,950 shares; 2021Q2: 10,017 shares 10,017 $122K 0.03% -933 ABERDEEN ASIA-PACIFIC INCOM… ABERDEEN ASIA-PACIFIC INCOME F More: the full row for ABERDEEN ASIA-PACIFIC INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: 10,265 shares; 2020Q1: not loaded; 2020Q2: 10,265 shares; 2020Q3: 10,265 shares; 2020Q4: not loaded; 2021Q1: 10,265 shares; 2021Q2: 10,265 shares 10,265 $45K 0.01% 0