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; 2022Q1: restricted; 2022Q2: 340,586 shares; 2022Q3: 355,209 shares; 2022Q4: 337,675 shares; 2023Q1: 268,626 shares; 2023Q2: 339,948 shares; 2023Q3: 421,754 shares; 2023Q4: 497,093 shares 497,093 $236M 3.27% +75,339 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,182,619 shares; 2022Q3: 2,360,524 shares; 2022Q4: 1,227,319 shares; 2023Q1: 1,200,749 shares; 2023Q2: 1,196,554 shares; 2023Q3: 1,212,093 shares; 2023Q4: 1,205,363 shares 1,205,363 $232M 3.22% -6,730 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 228,539 shares; 2022Q3: 207,824 shares; 2022Q4: 325,009 shares; 2023Q1: 344,908 shares; 2023Q2: 354,942 shares; 2023Q3: 376,664 shares; 2023Q4: 413,942 shares 413,942 $198M 2.74% +37,278 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 221,335 shares; 2022Q3: 234,797 shares; 2022Q4: 283,355 shares; 2023Q1: 273,907 shares; 2023Q2: 276,493 shares; 2023Q3: 322,041 shares; 2023Q4: 339,154 shares 339,154 $128M 1.77% +17,113 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; 2022Q1: restricted; 2022Q2: 875,610 shares; 2022Q3: 923,035 shares; 2022Q4: 1,044,359 shares; 2023Q1: 1,067,567 shares; 2023Q2: 1,078,012 shares; 2023Q3: 1,239,636 shares; 2023Q4: 1,264,963 shares 1,264,963 $119M 1.64% +25,327 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 241,932 shares; 2022Q3: 246,201 shares; 2022Q4: 278,089 shares; 2023Q1: 323,896 shares; 2023Q2: 329,250 shares; 2023Q3: 333,988 shares; 2023Q4: 325,061 shares 325,061 $98.5M 1.37% -8,927 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; 2022Q1: restricted; 2022Q2: 148,280 shares; 2022Q3: 151,800 shares; 2022Q4: 194,316 shares; 2023Q1: 204,932 shares; 2023Q2: 185,133 shares; 2023Q3: 198,425 shares; 2023Q4: 220,242 shares 220,242 $96.2M 1.33% +21,817 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,287,823 shares; 2022Q3: 1,330,278 shares; 2022Q4: 1,342,215 shares; 2023Q1: 1,290,349 shares; 2023Q2: 1,213,032 shares; 2023Q3: 1,174,117 shares; 2023Q4: 1,156,060 shares 1,156,060 $90.2M 1.25% -18,057 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; 2022Q1: restricted; 2022Q2: 132,394 shares; 2022Q3: 259,182 shares; 2022Q4: 127,381 shares; 2023Q1: 136,242 shares; 2023Q2: 152,971 shares; 2023Q3: 164,542 shares; 2023Q4: 208,606 shares 208,606 $85.4M 1.18% +44,064 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; 2022Q1: restricted; 2022Q2: 461,521 shares; 2022Q3: 912,290 shares; 2022Q4: 532,369 shares; 2023Q1: 548,843 shares; 2023Q2: 529,601 shares; 2023Q3: 528,404 shares; 2023Q4: 551,885 shares 551,885 $83.9M 1.16% +23,481 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; 2022Q1: restricted; 2022Q2: 125,452 shares; 2022Q3: 159,259 shares; 2022Q4: 355,340 shares; 2023Q1: 380,059 shares; 2023Q2: 334,195 shares; 2023Q3: 340,102 shares; 2023Q4: 332,377 shares 332,377 $78.8M 1.09% -7,725 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; 2022Q1: restricted; 2022Q2: 536,728 shares; 2022Q3: 592,740 shares; 2022Q4: 842,472 shares; 2023Q1: 896,776 shares; 2023Q2: 1,261,723 shares; 2023Q3: 1,238,139 shares; 2023Q4: 1,173,790 shares 1,173,790 $70M 0.97% -64,349 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; 2022Q1: restricted; 2022Q2: 137,550 shares; 2022Q3: 160,822 shares; 2022Q4: 158,532 shares; 2023Q1: 171,311 shares; 2023Q2: 224,511 shares; 2023Q3: 238,888 shares; 2023Q4: 246,246 shares 246,246 $57.3M 0.79% +7,358 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; 2022Q1: restricted; 2022Q2: 116,349 shares; 2022Q3: 253,118 shares; 2022Q4: 148,884 shares; 2023Q1: 155,943 shares; 2023Q2: 157,140 shares; 2023Q3: 157,863 shares; 2023Q4: 159,557 shares 159,557 $56.9M 0.79% +1,694 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,852 shares; 2022Q3: 344,533 shares; 2022Q4: 369,534 shares; 2023Q1: 375,185 shares; 2023Q2: 372,370 shares; 2023Q3: 379,980 shares; 2023Q4: 388,748 shares 388,748 $54.3M 0.75% +8,768 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 118,026 shares; 2022Q3: 134,541 shares; 2022Q4: 140,097 shares; 2023Q1: 94,724 shares; 2023Q2: 98,487 shares; 2023Q3: 107,354 shares; 2023Q4: 109,483 shares 109,483 $54.2M 0.75% +2,129 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; 2022Q1: restricted; 2022Q2: 916,771 shares; 2022Q3: 974,444 shares; 2022Q4: 1,071,766 shares; 2023Q1: 1,088,906 shares; 2023Q2: 1,417,490 shares; 2023Q3: 1,463,676 shares; 2023Q4: 1,494,080 shares 1,494,080 $53.6M 0.74% +30,404 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 142,563 shares; 2022Q3: 144,148 shares; 2022Q4: 897,451 shares; 2023Q1: 1,217,601 shares; 2023Q2: 1,171,169 shares; 2023Q3: 1,140,641 shares; 2023Q4: 1,146,518 shares 1,146,518 $52.8M 0.73% +5,877 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,090 shares; 2023Q3: 708,447 shares; 2023Q4: 912,075 shares 912,075 $52.7M 0.73% +203,628 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; 2022Q1: restricted; 2022Q2: 341,781 shares; 2022Q3: 462,184 shares; 2022Q4: 717,617 shares; 2023Q1: 689,284 shares; 2023Q2: 753,974 shares; 2023Q3: 922,490 shares; 2023Q4: 920,046 shares 920,046 $50.6M 0.7% -2,444 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 51,079 shares; 2022Q3: 159,048 shares; 2022Q4: 174,454 shares; 2023Q1: 190,059 shares; 2023Q2: 183,321 shares; 2023Q3: 190,413 shares; 2023Q4: 196,984 shares 196,984 $48.9M 0.68% +6,571 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 144,481 shares; 2022Q3: 147,955 shares; 2022Q4: 162,523 shares; 2023Q1: 166,417 shares; 2023Q2: 164,074 shares; 2023Q3: 189,014 shares; 2023Q4: 173,611 shares 173,611 $48.1M 0.67% -15,403 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,573 shares; 2022Q3: 77,755 shares; 2022Q4: 75,824 shares; 2023Q1: 261,879 shares; 2023Q2: 279,952 shares; 2023Q3: 240,172 shares; 2023Q4: 314,111 shares 314,111 $46.2M 0.64% +73,939 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; 2022Q1: restricted; 2022Q2: 426,144 shares; 2022Q3: 337,239 shares; 2022Q4: 803,818 shares; 2023Q1: 858,963 shares; 2023Q2: 610,471 shares; 2023Q3: 654,544 shares; 2023Q4: 627,299 shares 627,299 $46.1M 0.64% -27,245 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 517,693 shares; 2022Q3: 1,064,194 shares; 2022Q4: 521,068 shares; 2023Q1: 554,191 shares; 2023Q2: 572,263 shares; 2023Q3: 574,800 shares; 2023Q4: 571,654 shares 571,654 $45.8M 0.63% -3,146 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 349,061 shares; 2022Q3: 362,446 shares; 2022Q4: 344,390 shares; 2023Q1: 340,549 shares; 2023Q2: 345,186 shares; 2023Q3: 236,461 shares; 2023Q4: 262,635 shares 262,635 $45.7M 0.63% +26,174 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 154,646 shares; 2022Q3: 176,949 shares; 2022Q4: 238,549 shares; 2023Q1: 370,935 shares; 2023Q2: 366,121 shares; 2023Q3: 300,117 shares; 2023Q4: 275,519 shares 275,519 $45.5M 0.63% -24,598 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; 2022Q1: restricted; 2022Q2: 151,894 shares; 2022Q3: 157,416 shares; 2022Q4: 274,474 shares; 2023Q1: 381,912 shares; 2023Q2: 93,277 shares; 2023Q3: 115,887 shares; 2023Q4: 494,770 shares 494,770 $45.2M 0.63% +378,883 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 238,623 shares; 2022Q3: 227,515 shares; 2022Q4: 214,139 shares; 2023Q1: 196,547 shares; 2023Q2: 182,848 shares; 2023Q3: 1,045,887 shares; 2023Q4: 577,075 shares 577,075 $44.9M 0.62% -468,812 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; 2022Q1: restricted; 2022Q2: 103,252 shares; 2022Q3: 103,294 shares; 2022Q4: 115,026 shares; 2023Q1: 115,780 shares; 2023Q2: 115,190 shares; 2023Q3: 123,853 shares; 2023Q4: 122,774 shares 122,774 $42.5M 0.59% -1,079 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; 2022Q1: restricted; 2022Q2: 196,899 shares; 2022Q3: 226,937 shares; 2022Q4: 229,620 shares; 2023Q1: 217,797 shares; 2023Q2: 224,139 shares; 2023Q3: 231,619 shares; 2023Q4: 249,572 shares 249,572 $42.5M 0.59% +17,953 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; 2022Q1: restricted; 2022Q2: 466,333 shares; 2022Q3: 497,167 shares; 2022Q4: 543,068 shares; 2023Q1: 622,658 shares; 2023Q2: 643,661 shares; 2023Q3: 665,791 shares; 2023Q4: 536,340 shares 536,340 $40.8M 0.57% -129,451 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 222,781 shares; 2022Q3: 232,654 shares; 2022Q4: 535,930 shares; 2023Q1: 536,716 shares; 2023Q2: 545,235 shares; 2023Q3: 557,855 shares; 2023Q4: 516,921 shares 516,921 $38.8M 0.54% -40,934 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; 2022Q1: restricted; 2022Q2: 543,403 shares; 2022Q3: 554,206 shares; 2022Q4: 939,116 shares; 2023Q1: 959,985 shares; 2023Q2: 566,044 shares; 2023Q3: 625,934 shares; 2023Q4: 642,217 shares 642,217 $37.2M 0.52% +16,283 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; 2022Q1: restricted; 2022Q2: 74,940 shares; 2022Q3: 77,769 shares; 2022Q4: 85,282 shares; 2023Q1: 81,556 shares; 2023Q2: 158,801 shares; 2023Q3: 196,564 shares; 2023Q4: 215,053 shares 215,053 $36.6M 0.51% +18,489 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; 2022Q1: restricted; 2022Q2: 71,422 shares; 2022Q3: 88,440 shares; 2022Q4: 493,078 shares; 2023Q1: 544,091 shares; 2023Q2: 571,552 shares; 2023Q3: 602,534 shares; 2023Q4: 618,235 shares 618,235 $36.1M 0.5% +15,701 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 376,650 shares; 2022Q3: 397,466 shares; 2022Q4: 453,994 shares; 2023Q1: 404,606 shares; 2023Q2: 313,616 shares; 2023Q3: 319,791 shares; 2023Q4: 325,946 shares 325,946 $35.3M 0.49% +6,155 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,669 shares; 2022Q3: 9,383 shares; 2022Q4: 233,073 shares; 2023Q1: 299,295 shares; 2023Q2: 384,285 shares; 2023Q3: 367,411 shares; 2023Q4: 374,585 shares 374,585 $35.2M 0.49% +7,174 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 97,284 shares; 2022Q3: 65,320 shares; 2022Q4: 112,857 shares; 2023Q1: 187,026 shares; 2023Q2: 195,523 shares; 2023Q3: 184,564 shares; 2023Q4: 354,482 shares 354,482 $35.2M 0.49% +169,918 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; 2022Q1: restricted; 2022Q2: 283,952 shares; 2022Q3: 226,423 shares; 2022Q4: 333,836 shares; 2023Q1: 558,751 shares; 2023Q2: 263,228 shares; 2023Q3: 223,294 shares; 2023Q4: 220,705 shares 220,705 $34.8M 0.48% -2,589 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; 2022Q1: restricted; 2022Q2: 229,844 shares; 2022Q3: 244,547 shares; 2022Q4: 274,234 shares; 2023Q1: 288,106 shares; 2023Q2: 322,021 shares; 2023Q3: 308,140 shares; 2023Q4: 303,110 shares 303,110 $33.8M 0.47% -5,030 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; 2022Q1: restricted; 2022Q2: 200,221 shares; 2022Q3: 227,674 shares; 2022Q4: 411,978 shares; 2023Q1: 447,940 shares; 2023Q2: 569,918 shares; 2023Q3: 565,616 shares; 2023Q4: 640,941 shares 640,941 $33.3M 0.46% +75,325 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 732,594 shares; 2023Q3: 778,711 shares; 2023Q4: 1,451,216 shares 1,451,216 $32.9M 0.46% +672,505 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; 2022Q1: restricted; 2022Q2: 995,817 shares; 2022Q3: 977,411 shares; 2022Q4: 1,032,117 shares; 2023Q1: 994,828 shares; 2023Q2: 809,147 shares; 2023Q3: 800,308 shares; 2023Q4: 790,672 shares 790,672 $32.1M 0.44% -9,636 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 15,649 shares; 2022Q4: 260,125 shares; 2023Q1: 337,752 shares; 2023Q2: 818,717 shares; 2023Q3: 920,429 shares; 2023Q4: 1,069,973 shares 1,069,973 $31.9M 0.44% +149,544 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,749 shares; 2022Q3: 18,912 shares; 2022Q4: 28,964 shares; 2023Q1: 28,826 shares; 2023Q2: 45,155 shares; 2023Q3: 47,983 shares; 2023Q4: 54,272 shares 54,272 $31.6M 0.44% +6,289 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 113,870 shares; 2022Q3: 104,940 shares; 2022Q4: 106,310 shares; 2023Q1: 97,009 shares; 2023Q2: 104,355 shares; 2023Q3: 229,988 shares; 2023Q4: 157,133 shares 157,133 $31.5M 0.44% -72,855 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 580,627 shares; 2022Q3: 584,473 shares; 2022Q4: 614,307 shares; 2023Q1: 654,085 shares; 2023Q2: 566,967 shares; 2023Q3: 572,121 shares; 2023Q4: 575,332 shares 575,332 $31M 0.43% +3,211 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; 2022Q1: restricted; 2022Q2: 2,881 shares; 2022Q3: 2,398 shares; 2022Q4: 2,391 shares; 2023Q1: 3,226 shares; 2023Q2: 121,560 shares; 2023Q3: 154,721 shares; 2023Q4: 173,574 shares 173,574 $30.4M 0.42% +18,853 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 94,895 shares; 2022Q3: 103,144 shares; 2022Q4: 131,655 shares; 2023Q1: 177,361 shares; 2023Q2: 206,736 shares; 2023Q3: 233,317 shares; 2023Q4: 265,602 shares 265,602 $29.4M 0.41% +32,285 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 106,958 shares; 2022Q3: 126,058 shares; 2022Q4: 134,050 shares; 2023Q1: 191,503 shares; 2023Q2: 222,278 shares; 2023Q3: 255,792 shares; 2023Q4: 409,005 shares 409,005 $28.7M 0.4% +153,213 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; 2022Q1: restricted; 2022Q2: 145,720 shares; 2022Q3: 125,108 shares; 2022Q4: 120,813 shares; 2023Q1: 170,426 shares; 2023Q2: 187,400 shares; 2023Q3: 148,925 shares; 2023Q4: 149,819 shares 149,819 $28.6M 0.4% +894 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; 2022Q1: restricted; 2022Q2: 94,687 shares; 2022Q3: 117,843 shares; 2022Q4: 247,719 shares; 2023Q1: 258,263 shares; 2023Q2: 282,638 shares; 2023Q3: 319,642 shares; 2023Q4: 339,065 shares 339,065 $28.1M 0.39% +19,423 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 176,997 shares; 2022Q3: 182,490 shares; 2022Q4: 178,316 shares; 2023Q1: 178,494 shares; 2023Q2: 170,128 shares; 2023Q3: 174,825 shares; 2023Q4: 186,948 shares 186,948 $27.9M 0.39% +12,123 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 72,132 shares; 2022Q3: 71,964 shares; 2022Q4: 91,548 shares; 2023Q1: 85,698 shares; 2023Q2: 91,370 shares; 2023Q3: 101,153 shares; 2023Q4: 106,046 shares 106,046 $27.6M 0.38% +4,893 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 87,899 shares; 2022Q3: 92,234 shares; 2022Q4: 95,673 shares; 2023Q1: 95,236 shares; 2023Q2: 97,075 shares; 2023Q3: 100,394 shares; 2023Q4: 103,100 shares 103,100 $27.1M 0.38% +2,706 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; 2022Q1: restricted; 2022Q2: 392,460 shares; 2022Q3: 411,764 shares; 2022Q4: 442,985 shares; 2023Q1: 473,181 shares; 2023Q2: 488,053 shares; 2023Q3: 513,358 shares; 2023Q4: 558,056 shares 558,056 $27M 0.37% +44,698 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; 2022Q1: restricted; 2022Q2: 30,172 shares; 2022Q3: 29,912 shares; 2022Q4: 32,674 shares; 2023Q1: 30,909 shares; 2023Q2: 33,282 shares; 2023Q3: 36,553 shares; 2023Q4: 40,807 shares 40,807 $26.9M 0.37% +4,254 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,850 shares; 2022Q3: 19,373 shares; 2022Q4: 98,368 shares; 2023Q1: 114,415 shares; 2023Q2: 121,259 shares; 2023Q3: 228,692 shares; 2023Q4: 272,093 shares 272,093 $26.9M 0.37% +43,401 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; 2022Q1: restricted; 2022Q2: 74,860 shares; 2022Q3: 61,368 shares; 2022Q4: 60,907 shares; 2023Q1: 63,576 shares; 2023Q2: 59,877 shares; 2023Q3: 69,646 shares; 2023Q4: 75,770 shares 75,770 $26.8M 0.37% +6,124 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,275 shares; 2022Q3: 151,552 shares; 2022Q4: 166,991 shares; 2023Q1: 187,069 shares; 2023Q2: 193,431 shares; 2023Q3: 181,595 shares; 2023Q4: 189,313 shares 189,313 $26.7M 0.37% +7,718 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; 2022Q1: restricted; 2022Q2: 52,642 shares; 2022Q3: 53,819 shares; 2022Q4: 63,370 shares; 2023Q1: 64,909 shares; 2023Q2: 67,367 shares; 2023Q3: 74,481 shares; 2023Q4: 83,369 shares 83,369 $25.9M 0.36% +8,888 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; 2022Q1: restricted; 2022Q2: 181,237 shares; 2022Q3: 186,091 shares; 2022Q4: 346,349 shares; 2023Q1: 372,079 shares; 2023Q2: 372,018 shares; 2023Q3: 476,504 shares; 2023Q4: 540,558 shares 540,558 $25.9M 0.36% +64,054 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 133,695 shares; 2022Q3: 134,794 shares; 2022Q4: 146,556 shares; 2023Q1: 145,943 shares; 2023Q2: 149,625 shares; 2023Q3: 147,143 shares; 2023Q4: 160,083 shares 160,083 $25.1M 0.35% +12,940 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 17,243 shares; 2022Q4: 174,794 shares; 2023Q1: 256,424 shares; 2023Q2: 766,150 shares; 2023Q3: 852,153 shares; 2023Q4: 872,320 shares 872,320 $24.7M 0.34% +20,167 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; 2022Q1: restricted; 2022Q2: 96,342 shares; 2022Q3: 125,909 shares; 2022Q4: 158,675 shares; 2023Q1: 165,679 shares; 2023Q2: 166,337 shares; 2023Q3: 165,932 shares; 2023Q4: 180,775 shares 180,775 $24.7M 0.34% +14,843 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 208,599 shares; 2022Q3: 162,530 shares; 2022Q4: 208,099 shares; 2023Q1: 220,583 shares; 2023Q2: 288,130 shares; 2023Q3: 340,284 shares; 2023Q4: 347,233 shares 347,233 $24.4M 0.34% +6,949 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 113,631 shares; 2022Q3: 115,485 shares; 2022Q4: 215,471 shares; 2023Q1: 202,867 shares; 2023Q2: 205,962 shares; 2023Q3: 209,031 shares; 2023Q4: 232,080 shares 232,080 $24.4M 0.34% +23,049 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 39,787 shares; 2022Q3: 40,511 shares; 2022Q4: 48,476 shares; 2023Q1: 49,773 shares; 2023Q2: 49,786 shares; 2023Q3: 50,663 shares; 2023Q4: 55,672 shares 55,672 $23.7M 0.33% +5,009 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; 2022Q1: restricted; 2022Q2: 146,633 shares; 2022Q3: 144,332 shares; 2022Q4: 161,848 shares; 2023Q1: 162,607 shares; 2023Q2: 157,383 shares; 2023Q3: 154,387 shares; 2023Q4: 156,374 shares 156,374 $22.9M 0.32% +1,987 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; 2022Q1: restricted; 2022Q2: 896,748 shares; 2022Q3: 890,940 shares; 2022Q4: 742,170 shares; 2023Q1: 721,834 shares; 2023Q2: 472,120 shares; 2023Q3: 455,863 shares; 2023Q4: 430,011 shares 430,011 $22.2M 0.31% -25,852 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 100,468 shares; 2022Q3: 99,878 shares; 2022Q4: 112,266 shares; 2023Q1: 107,446 shares; 2023Q2: 109,965 shares; 2023Q3: 110,274 shares; 2023Q4: 103,216 shares 103,216 $21.6M 0.3% -7,058 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 26,408 shares; 2022Q3: 27,306 shares; 2022Q4: 111,704 shares; 2023Q1: 147,040 shares; 2023Q2: 190,065 shares; 2023Q3: 152,283 shares; 2023Q4: 175,576 shares 175,576 $21.6M 0.3% +23,293 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; 2022Q1: restricted; 2022Q2: 75,272 shares; 2022Q3: 76,866 shares; 2022Q4: 92,512 shares; 2023Q1: 101,823 shares; 2023Q2: 99,127 shares; 2023Q3: 106,924 shares; 2023Q4: 111,255 shares 111,255 $21.4M 0.3% +4,331 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; 2022Q1: restricted; 2022Q2: 63,386 shares; 2022Q3: 69,568 shares; 2022Q4: 76,287 shares; 2023Q1: 80,971 shares; 2023Q2: 80,413 shares; 2023Q3: 89,403 shares; 2023Q4: 83,901 shares 83,901 $21M 0.29% -5,502 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; 2022Q1: restricted; 2022Q2: 38,330 shares; 2022Q3: 37,756 shares; 2022Q4: 44,534 shares; 2023Q1: 43,335 shares; 2023Q2: 41,284 shares; 2023Q3: 42,787 shares; 2023Q4: 46,252 shares 46,252 $21M 0.29% +3,465 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 42,976 shares; 2022Q3: 43,264 shares; 2022Q4: 46,673 shares; 2023Q1: 46,916 shares; 2023Q2: 45,566 shares; 2023Q3: 51,850 shares; 2023Q4: 51,805 shares 51,805 $20.7M 0.29% -45 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; 2022Q1: restricted; 2022Q2: 234,912 shares; 2022Q3: 253,039 shares; 2022Q4: 243,540 shares; 2023Q1: 217,711 shares; 2023Q2: 219,709 shares; 2023Q3: 198,868 shares; 2023Q4: 206,887 shares 206,887 $20.7M 0.29% +8,019 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 75,181 shares; 2022Q3: 82,492 shares; 2022Q4: 103,095 shares; 2023Q1: 106,353 shares; 2023Q2: 121,956 shares; 2023Q3: 129,772 shares; 2023Q4: 132,159 shares 132,159 $20.5M 0.28% +2,387 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; 2022Q1: restricted; 2022Q2: 60,272 shares; 2022Q3: 53,325 shares; 2022Q4: 384,475 shares; 2023Q1: 382,081 shares; 2023Q2: 406,461 shares; 2023Q3: 420,396 shares; 2023Q4: 411,528 shares 411,528 $20.3M 0.28% -8,868 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 111,522 shares; 2022Q3: 106,685 shares; 2022Q4: 369,342 shares; 2023Q1: 291,918 shares; 2023Q2: 303,747 shares; 2023Q3: 423,007 shares; 2023Q4: 389,446 shares 389,446 $20.3M 0.28% -33,561 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; 2022Q1: restricted; 2022Q2: 23,750 shares; 2022Q3: 25,897 shares; 2022Q4: 32,193 shares; 2023Q1: 31,592 shares; 2023Q2: 32,167 shares; 2023Q3: 36,230 shares; 2023Q4: 38,529 shares 38,529 $20.3M 0.28% +2,299 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; 2022Q1: restricted; 2022Q2: 491,959 shares; 2022Q3: 516,052 shares; 2022Q4: 573,025 shares; 2023Q1: 585,239 shares; 2023Q2: 593,083 shares; 2023Q3: 587,064 shares; 2023Q4: 593,448 shares 593,448 $19.4M 0.27% +6,384 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; 2022Q1: restricted; 2022Q2: 31,147 shares; 2022Q3: 36,808 shares; 2022Q4: 72,111 shares; 2023Q1: 86,763 shares; 2023Q2: 99,257 shares; 2023Q3: 105,130 shares; 2023Q4: 127,479 shares 127,479 $19.1M 0.26% +22,349 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 111,099 shares; 2022Q3: 96,495 shares; 2022Q4: 185,416 shares; 2023Q1: 439,899 shares; 2023Q2: 458,882 shares; 2023Q3: 373,277 shares; 2023Q4: 367,293 shares 367,293 $18.6M 0.26% -5,984 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,727 shares; 2022Q3: 2,624 shares; 2022Q4: 6,135 shares; 2023Q1: 6,326 shares; 2023Q2: 8,375 shares; 2023Q3: 40,847 shares; 2023Q4: 41,713 shares 41,713 $18.4M 0.25% +866 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; 2022Q1: restricted; 2022Q2: 317,704 shares; 2022Q3: 132,620 shares; 2022Q4: 361,390 shares; 2023Q1: 410,497 shares; 2023Q2: 290,045 shares; 2023Q3: 512,184 shares; 2023Q4: 358,616 shares 358,616 $18M 0.25% -153,568 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 851,050 shares; 2022Q3: 809,444 shares; 2022Q4: 717,374 shares; 2023Q1: 643,745 shares; 2023Q2: 579,558 shares; 2023Q3: 509,697 shares; 2023Q4: 493,202 shares 493,202 $18M 0.25% -16,495 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 256,926 shares; 2022Q3: 306,768 shares; 2022Q4: 459,159 shares; 2023Q1: 519,399 shares; 2023Q2: 537,373 shares; 2023Q3: 583,154 shares; 2023Q4: 656,508 shares 656,508 $17.4M 0.24% +73,354 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 56,978 shares; 2022Q3: 51,613 shares; 2022Q4: 56,560 shares; 2023Q1: 55,503 shares; 2023Q2: 57,437 shares; 2023Q3: 55,279 shares; 2023Q4: 58,412 shares 58,412 $17.3M 0.24% +3,133 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,514 shares; 2022Q3: 31,235 shares; 2022Q4: 36,349 shares; 2023Q1: 30,357 shares; 2023Q2: 45,409 shares; 2023Q3: 58,699 shares; 2023Q4: 55,930 shares 55,930 $16.5M 0.23% -2,769 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,918 shares; 2022Q3: 59,740 shares; 2022Q4: 66,534 shares; 2023Q1: 21,214 shares; 2023Q2: 21,690 shares; 2023Q3: 303,280 shares; 2023Q4: 326,247 shares 326,247 $16.5M 0.23% +22,967 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 55,107 shares; 2022Q3: 61,093 shares; 2022Q4: 65,946 shares; 2023Q1: 69,284 shares; 2023Q2: 95,453 shares; 2023Q3: 287,085 shares; 2023Q4: 314,159 shares 314,159 $16.2M 0.22% +27,074 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; 2022Q1: restricted; 2022Q2: 157,510 shares; 2022Q3: 159,042 shares; 2022Q4: 213,894 shares; 2023Q1: 207,484 shares; 2023Q2: 200,369 shares; 2023Q3: 240,021 shares; 2023Q4: 192,825 shares 192,825 $16.2M 0.22% -47,196 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 246,388 shares; 2023Q1: 318,854 shares; 2023Q2: 499,793 shares; 2023Q3: 557,960 shares; 2023Q4: 569,249 shares 569,249 $16.1M 0.22% +11,289 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 267,130 shares; 2022Q3: 291,768 shares; 2022Q4: 318,846 shares; 2023Q1: 341,098 shares; 2023Q2: 486,031 shares; 2023Q3: 558,474 shares; 2023Q4: 704,282 shares 704,282 $16M 0.22% +145,808 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; 2022Q1: restricted; 2022Q2: 84,964 shares; 2022Q3: 87,465 shares; 2022Q4: 78,544 shares; 2023Q1: 68,286 shares; 2023Q2: 76,360 shares; 2023Q3: 76,805 shares; 2023Q4: 93,490 shares 93,490 $15.8M 0.22% +16,685 Timeline XMAR 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 593,952 shares; 2023Q3: 609,359 shares; 2023Q4: 478,853 shares 478,853 $15.7M 0.22% -130,506 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,417 shares; 2022Q3: 8,795 shares; 2022Q4: 11,775 shares; 2023Q1: 11,826 shares; 2023Q2: 11,758 shares; 2023Q3: 13,185 shares; 2023Q4: 14,056 shares 14,056 $15.7M 0.22% +871 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 107,122 shares; 2022Q3: 140,077 shares; 2022Q4: 168,928 shares; 2023Q1: 194,968 shares; 2023Q2: 215,456 shares; 2023Q3: 148,819 shares; 2023Q4: 144,038 shares 144,038 $15.6M 0.22% -4,781 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 207,683 shares; 2022Q3: 222,281 shares; 2022Q4: 251,319 shares; 2023Q1: 251,326 shares; 2023Q2: 257,420 shares; 2023Q3: 259,239 shares; 2023Q4: 262,164 shares 262,164 $15.4M 0.21% +2,925 Timeline GFEB 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 346,263 shares; 2023Q2: 391,781 shares; 2023Q3: 433,924 shares; 2023Q4: 463,546 shares 463,546 $15.3M 0.21% +29,622 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 62,494 shares; 2022Q3: 65,988 shares; 2022Q4: 76,001 shares; 2023Q1: 79,375 shares; 2023Q2: 80,413 shares; 2023Q3: 80,577 shares; 2023Q4: 89,719 shares 89,719 $15.2M 0.21% +9,142 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; 2022Q1: restricted; 2022Q2: 54,818 shares; 2022Q3: 54,268 shares; 2022Q4: 63,438 shares; 2023Q1: 85,906 shares; 2023Q2: 242,658 shares; 2023Q3: 231,198 shares; 2023Q4: 197,071 shares 197,071 $15.1M 0.21% -34,127 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 145,898 shares; 2022Q3: 166,396 shares; 2022Q4: 262,897 shares; 2023Q1: 305,145 shares; 2023Q2: 379,676 shares; 2023Q3: 443,782 shares; 2023Q4: 654,331 shares 654,331 $14.9M 0.21% +210,549 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 64,673 shares; 2022Q3: 114,334 shares; 2022Q4: 59,940 shares; 2023Q1: 57,354 shares; 2023Q2: 56,761 shares; 2023Q3: 57,681 shares; 2023Q4: 56,242 shares 56,242 $14.7M 0.2% -1,439 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,912 shares; 2022Q3: 85,976 shares; 2022Q4: 196,863 shares; 2023Q1: 235,252 shares; 2023Q2: 241,713 shares; 2023Q3: 261,029 shares; 2023Q4: 290,821 shares 290,821 $14.5M 0.2% +29,792 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 97,134 shares; 2023Q1: 110,888 shares; 2023Q2: 183,956 shares; 2023Q3: 209,474 shares; 2023Q4: 290,392 shares 290,392 $14.5M 0.2% +80,918 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 296,822 shares; 2022Q3: 301,132 shares; 2022Q4: 310,792 shares; 2023Q1: 313,117 shares; 2023Q2: 305,209 shares; 2023Q3: 294,855 shares; 2023Q4: 284,199 shares 284,199 $14.2M 0.2% -10,656 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,642 shares; 2022Q3: 38,878 shares; 2022Q4: 55,507 shares; 2023Q1: 61,833 shares; 2023Q2: 63,232 shares; 2023Q3: 62,282 shares; 2023Q4: 63,871 shares 63,871 $14.2M 0.2% +1,589 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 341,431 shares; 2022Q3: 324,802 shares; 2022Q4: 351,759 shares; 2023Q1: 345,464 shares; 2023Q2: 349,613 shares; 2023Q3: 342,105 shares; 2023Q4: 349,860 shares 349,860 $14.1M 0.2% +7,755 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 187,061 shares; 2022Q3: 174,233 shares; 2022Q4: 155,173 shares; 2023Q1: 109,973 shares; 2023Q2: 118,746 shares; 2023Q3: 126,335 shares; 2023Q4: 133,412 shares 133,412 $13.9M 0.19% +7,077 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 69,234 shares; 2022Q3: 69,262 shares; 2022Q4: 71,779 shares; 2023Q1: 181,694 shares; 2023Q2: 279,359 shares; 2023Q3: 268,060 shares; 2023Q4: 264,744 shares 264,744 $13.9M 0.19% -3,316 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 48,224 shares; 2022Q3: 58,569 shares; 2022Q4: 153,184 shares; 2023Q1: 226,284 shares; 2023Q2: 241,729 shares; 2023Q3: 205,588 shares; 2023Q4: 142,238 shares 142,238 $13.8M 0.19% -63,350 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 236,668 shares; 2022Q3: 230,157 shares; 2022Q4: 264,727 shares; 2023Q1: 250,745 shares; 2023Q2: 236,533 shares; 2023Q3: 315,654 shares; 2023Q4: 470,887 shares 470,887 $13.6M 0.19% +155,233 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; 2022Q1: restricted; 2022Q2: 128,801 shares; 2022Q3: 124,549 shares; 2022Q4: 157,361 shares; 2023Q1: 154,159 shares; 2023Q2: 180,510 shares; 2023Q3: 214,456 shares; 2023Q4: 303,185 shares 303,185 $13.5M 0.19% +88,729 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 168,390 shares; 2022Q3: 261,173 shares; 2022Q4: 315,255 shares; 2023Q1: 317,754 shares; 2023Q2: 339,886 shares; 2023Q3: 308,886 shares; 2023Q4: 306,414 shares 306,414 $13.3M 0.18% -2,472 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 49,906 shares; 2022Q3: 53,414 shares; 2022Q4: 52,557 shares; 2023Q1: 51,736 shares; 2023Q2: 51,054 shares; 2023Q3: 51,113 shares; 2023Q4: 52,340 shares 52,340 $13.2M 0.18% +1,227 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; 2022Q1: restricted; 2022Q2: 100,320 shares; 2022Q3: 94,587 shares; 2022Q4: 120,106 shares; 2023Q1: 105,542 shares; 2023Q2: 113,868 shares; 2023Q3: 118,424 shares; 2023Q4: 120,320 shares 120,320 $13.1M 0.18% +1,896 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; 2022Q1: restricted; 2022Q2: 201,904 shares; 2022Q3: 204,833 shares; 2022Q4: 206,753 shares; 2023Q1: 217,520 shares; 2023Q2: 221,206 shares; 2023Q3: 228,262 shares; 2023Q4: 223,139 shares 223,139 $12.8M 0.18% -5,123 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 46,709 shares; 2022Q3: 40,981 shares; 2022Q4: 53,346 shares; 2023Q1: 79,747 shares; 2023Q2: 82,948 shares; 2023Q3: 86,719 shares; 2023Q4: 98,071 shares 98,071 $12.4M 0.17% +11,352 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 148,772 shares; 2022Q3: 171,349 shares; 2022Q4: 172,534 shares; 2023Q1: 156,728 shares; 2023Q2: 169,342 shares; 2023Q3: 186,583 shares; 2023Q4: 176,655 shares 176,655 $12.4M 0.17% -9,928 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; 2022Q1: restricted; 2022Q2: 16,455 shares; 2022Q3: 16,576 shares; 2022Q4: 29,595 shares; 2023Q1: 30,433 shares; 2023Q2: 39,891 shares; 2023Q3: 42,409 shares; 2023Q4: 57,216 shares 57,216 $12.2M 0.17% +14,807 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 95,793 shares; 2022Q3: 87,867 shares; 2022Q4: 91,258 shares; 2023Q1: 81,155 shares; 2023Q2: 82,083 shares; 2023Q3: 74,865 shares; 2023Q4: 74,573 shares 74,573 $12.2M 0.17% -292 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,476 shares; 2022Q3: 78,390 shares; 2022Q4: 148,174 shares; 2023Q1: 252,167 shares; 2023Q2: 230,177 shares; 2023Q3: 233,380 shares; 2023Q4: 241,848 shares 241,848 $12.2M 0.17% +8,468 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 132,215 shares; 2022Q3: 140,167 shares; 2022Q4: 405,450 shares; 2023Q1: 173,055 shares; 2023Q2: 167,405 shares; 2023Q3: 110,773 shares; 2023Q4: 114,450 shares 114,450 $12M 0.17% +3,677 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 99,346 shares; 2022Q3: 100,970 shares; 2022Q4: 110,072 shares; 2023Q1: 115,851 shares; 2023Q2: 115,563 shares; 2023Q3: 116,639 shares; 2023Q4: 126,232 shares 126,232 $11.9M 0.16% +9,593 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 20,062 shares; 2022Q4: 146,767 shares; 2023Q1: 224,878 shares; 2023Q2: 158,389 shares; 2023Q3: 387,946 shares; 2023Q4: 423,847 shares 423,847 $11.7M 0.16% +35,901 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,839 shares; 2022Q3: 7,996 shares; 2022Q4: 11,714 shares; 2023Q1: 12,510 shares; 2023Q2: 14,155 shares; 2023Q3: 18,121 shares; 2023Q4: 19,566 shares 19,566 $11.7M 0.16% +1,445 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; 2022Q1: restricted; 2022Q2: 16,368 shares; 2022Q3: 17,380 shares; 2022Q4: 20,323 shares; 2023Q1: 23,407 shares; 2023Q2: 23,794 shares; 2023Q3: 24,591 shares; 2023Q4: 30,644 shares 30,644 $11.5M 0.16% +6,053 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; 2022Q1: restricted; 2022Q2: 384,626 shares; 2022Q3: 389,222 shares; 2022Q4: 348,348 shares; 2023Q1: 379,477 shares; 2023Q2: 329,046 shares; 2023Q3: 291,857 shares; 2023Q4: 306,087 shares 306,087 $11.5M 0.16% +14,230 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; 2022Q1: restricted; 2022Q2: 23,714 shares; 2022Q3: 33,552 shares; 2022Q4: 62,817 shares; 2023Q1: 49,456 shares; 2023Q2: 47,529 shares; 2023Q3: 278,472 shares; 2023Q4: 283,325 shares 283,325 $11.5M 0.16% +4,853 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; 2022Q1: restricted; 2022Q2: 364,652 shares; 2022Q3: 311,193 shares; 2022Q4: 321,469 shares; 2023Q1: 281,768 shares; 2023Q2: 234,740 shares; 2023Q3: 235,182 shares; 2023Q4: 212,453 shares 212,453 $11.5M 0.16% -22,729 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 275,630 shares; 2022Q3: 341,665 shares; 2022Q4: 355,982 shares; 2023Q1: 365,305 shares; 2023Q2: 336,054 shares; 2023Q3: 340,967 shares; 2023Q4: 312,903 shares 312,903 $11.4M 0.16% -28,064 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; 2022Q1: restricted; 2022Q2: 11,506 shares; 2022Q3: 11,624 shares; 2022Q4: 11,850 shares; 2023Q1: 12,234 shares; 2023Q2: 18,204 shares; 2023Q3: 24,951 shares; 2023Q4: 24,418 shares 24,418 $11.4M 0.16% -533 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 91,732 shares; 2022Q3: 93,647 shares; 2022Q4: 80,642 shares; 2023Q1: 81,048 shares; 2023Q2: 84,162 shares; 2023Q3: 85,995 shares; 2023Q4: 185,790 shares 185,790 $11.4M 0.16% +99,795 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; 2022Q1: restricted; 2022Q2: 65,298 shares; 2022Q3: 131,243 shares; 2022Q4: 174,686 shares; 2023Q1: 200,469 shares; 2023Q2: 241,509 shares; 2023Q3: 235,563 shares; 2023Q4: 244,945 shares 244,945 $11.3M 0.16% +9,382 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 55,778 shares; 2022Q3: 57,526 shares; 2022Q4: 60,368 shares; 2023Q1: 56,512 shares; 2023Q2: 54,549 shares; 2023Q3: 50,908 shares; 2023Q4: 46,623 shares 46,623 $11.2M 0.16% -4,285 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 123,368 shares; 2022Q3: 231,390 shares; 2022Q4: 231,383 shares; 2023Q1: 237,451 shares; 2023Q2: 282,184 shares; 2023Q3: 283,656 shares; 2023Q4: 326,926 shares 326,926 $11.2M 0.16% +43,270 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 61,231 shares; 2022Q3: 56,641 shares; 2022Q4: 67,647 shares; 2023Q1: 68,426 shares; 2023Q2: 63,874 shares; 2023Q3: 62,500 shares; 2023Q4: 70,970 shares 70,970 $11.2M 0.16% +8,470 Timeline LATTICE STRATEGIES TR LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 464,446 shares; 2022Q3: 464,376 shares; 2022Q4: 458,500 shares; 2023Q1: 454,341 shares; 2023Q2: 444,082 shares; 2023Q3: 434,837 shares; 2023Q4: 418,338 shares 418,338 $11.2M 0.15% -16,499 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; 2022Q1: restricted; 2022Q2: 19,538 shares; 2022Q3: 20,263 shares; 2022Q4: 20,423 shares; 2023Q1: 19,986 shares; 2023Q2: 20,626 shares; 2023Q3: 21,497 shares; 2023Q4: 21,899 shares 21,899 $11.1M 0.15% +402 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 42,751 shares; 2022Q3: 46,837 shares; 2022Q4: 44,448 shares; 2023Q1: 46,310 shares; 2023Q2: 18,554 shares; 2023Q3: 17,629 shares; 2023Q4: 49,478 shares 49,478 $11.1M 0.15% +31,849 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 442,672 shares; 2022Q3: 441,693 shares; 2022Q4: 503,965 shares; 2023Q1: 501,125 shares; 2023Q2: 221,172 shares; 2023Q3: 225,808 shares; 2023Q4: 218,948 shares 218,948 $11M 0.15% -6,860 Timeline QDEC 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; 2022Q1: restricted; 2022Q2: 651,178 shares; 2022Q3: 394,473 shares; 2022Q4: 321,351 shares; 2023Q1: 287,787 shares; 2023Q2: 525,785 shares; 2023Q3: 497,111 shares; 2023Q4: 463,955 shares 463,955 $11M 0.15% -33,156 Timeline XJUN 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; 2022Q1: restricted; 2022Q2: 71,792 shares; 2022Q3: 397,266 shares; 2022Q4: 606,114 shares; 2023Q1: 596,851 shares; 2023Q2: 305,072 shares; 2023Q3: 326,738 shares; 2023Q4: 311,760 shares 311,760 $11M 0.15% -14,978 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,355 shares; 2022Q3: 43,070 shares; 2022Q4: 44,193 shares; 2023Q1: 46,665 shares; 2023Q2: 61,948 shares; 2023Q3: 67,652 shares; 2023Q4: 60,569 shares 60,569 $10.8M 0.15% -7,083 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 660,376 shares; 2022Q3: 640,749 shares; 2022Q4: 668,929 shares; 2023Q1: 638,028 shares; 2023Q2: 618,836 shares; 2023Q3: 615,433 shares; 2023Q4: 629,508 shares 629,508 $10.6M 0.15% +14,075 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 75,956 shares; 2022Q3: 71,999 shares; 2022Q4: 111,997 shares; 2023Q1: 389,980 shares; 2023Q2: 376,487 shares; 2023Q3: 227,866 shares; 2023Q4: 392,158 shares 392,158 $10.4M 0.14% +164,292 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 2,815 shares; 2022Q4: 8,102 shares; 2023Q1: 58,982 shares; 2023Q2: 81,321 shares; 2023Q3: 95,868 shares; 2023Q4: 102,919 shares 102,919 $10.3M 0.14% +7,051 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 124,122 shares; 2022Q4: 732,081 shares; 2023Q1: 804,124 shares; 2023Q2: 789,169 shares; 2023Q3: 779,009 shares; 2023Q4: 765,400 shares 765,400 $10.2M 0.14% -13,609 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; 2022Q1: restricted; 2022Q2: 273,540 shares; 2022Q3: 259,845 shares; 2022Q4: 324,691 shares; 2023Q1: 328,056 shares; 2023Q2: 257,925 shares; 2023Q3: 280,425 shares; 2023Q4: 269,829 shares 269,829 $10.1M 0.14% -10,596 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; 2022Q1: restricted; 2022Q2: 260,283 shares; 2022Q3: 272,004 shares; 2022Q4: 205,594 shares; 2023Q1: 241,833 shares; 2023Q2: 244,438 shares; 2023Q3: 273,533 shares; 2023Q4: 264,647 shares 264,647 $9.78M 0.14% -8,886 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 38,481 shares; 2022Q3: 51,298 shares; 2022Q4: 113,458 shares; 2023Q1: 138,362 shares; 2023Q2: 146,193 shares; 2023Q3: 143,303 shares; 2023Q4: 146,298 shares 146,298 $9.71M 0.13% +2,995 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; 2022Q1: restricted; 2022Q2: 13,811 shares; 2022Q3: 30,825 shares; 2022Q4: 50,932 shares; 2023Q1: 58,792 shares; 2023Q2: 61,288 shares; 2023Q3: 61,221 shares; 2023Q4: 56,768 shares 56,768 $9.68M 0.13% -4,453 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 64,397 shares; 2022Q3: 135,607 shares; 2022Q4: 140,154 shares; 2023Q1: 143,400 shares; 2023Q2: 155,588 shares; 2023Q3: 137,135 shares; 2023Q4: 138,144 shares 138,144 $9.02M 0.13% +1,009 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; 2022Q1: restricted; 2022Q2: 230,460 shares; 2022Q3: 214,646 shares; 2022Q4: 217,466 shares; 2023Q1: 220,517 shares; 2023Q2: 217,590 shares; 2023Q3: 98,346 shares; 2023Q4: 99,828 shares 99,828 $9.01M 0.12% +1,482 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 445,755 shares; 2022Q3: 456,880 shares; 2022Q4: 481,052 shares; 2023Q1: 490,690 shares; 2023Q2: 506,329 shares; 2023Q3: 499,088 shares; 2023Q4: 507,443 shares 507,443 $8.95M 0.12% +8,355 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; 2022Q1: restricted; 2022Q2: 44,610 shares; 2022Q3: 46,548 shares; 2022Q4: 49,968 shares; 2023Q1: 52,039 shares; 2023Q2: 79,754 shares; 2023Q3: 95,040 shares; 2023Q4: 109,499 shares 109,499 $8.9M 0.12% +14,459 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 99,908 shares; 2022Q3: 103,255 shares; 2022Q4: 176,276 shares; 2023Q1: 182,338 shares; 2023Q2: 177,605 shares; 2023Q3: 175,365 shares; 2023Q4: 181,766 shares 181,766 $8.75M 0.12% +6,401 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 226,932 shares; 2022Q3: 245,881 shares; 2022Q4: 260,248 shares; 2023Q1: 275,640 shares; 2023Q2: 304,175 shares; 2023Q3: 335,201 shares; 2023Q4: 375,137 shares 375,137 $8.68M 0.12% +39,936 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; 2022Q1: restricted; 2022Q2: 66,684 shares; 2022Q3: 75,599 shares; 2022Q4: 86,280 shares; 2023Q1: 80,178 shares; 2023Q2: 88,136 shares; 2023Q3: 98,137 shares; 2023Q4: 165,598 shares 165,598 $8.67M 0.12% +67,461 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 106,498 shares; 2022Q3: 180,945 shares; 2022Q4: 216,990 shares; 2023Q1: 112,655 shares; 2023Q2: 49,335 shares; 2023Q3: 50,816 shares; 2023Q4: 170,767 shares 170,767 $8.64M 0.12% +119,951 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; 2022Q1: restricted; 2022Q2: 92,855 shares; 2022Q3: 87,205 shares; 2022Q4: 87,039 shares; 2023Q1: 103,782 shares; 2023Q2: 101,522 shares; 2023Q3: 120,061 shares; 2023Q4: 109,333 shares 109,333 $8.63M 0.12% -10,728 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 426,202 shares; 2022Q3: 453,847 shares; 2022Q4: 409,003 shares; 2023Q1: 267,922 shares; 2023Q2: 260,717 shares; 2023Q3: 269,324 shares; 2023Q4: 275,618 shares 275,618 $8.6M 0.12% +6,294 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; 2022Q1: restricted; 2022Q2: 46,025 shares; 2022Q3: 47,194 shares; 2022Q4: 64,088 shares; 2023Q1: 71,625 shares; 2023Q2: 67,051 shares; 2023Q3: 74,763 shares; 2023Q4: 75,310 shares 75,310 $8.58M 0.12% +547 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; 2022Q1: restricted; 2022Q2: 106,567 shares; 2022Q3: 110,465 shares; 2022Q4: 148,089 shares; 2023Q1: 164,593 shares; 2023Q2: 176,551 shares; 2023Q3: 186,692 shares; 2023Q4: 171,932 shares 171,932 $8.55M 0.12% -14,760 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; 2022Q1: restricted; 2022Q2: 197,746 shares; 2022Q3: 198,375 shares; 2022Q4: 171,772 shares; 2023Q1: 162,752 shares; 2023Q2: 161,569 shares; 2023Q3: 177,450 shares; 2023Q4: 158,662 shares 158,662 $8.54M 0.12% -18,788 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 162,406 shares; 2022Q3: 166,377 shares; 2022Q4: 176,073 shares; 2023Q1: 183,894 shares; 2023Q2: 185,920 shares; 2023Q3: 184,176 shares; 2023Q4: 171,009 shares 171,009 $8.52M 0.12% -13,167 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; 2022Q1: restricted; 2022Q2: 72,057 shares; 2022Q3: 79,475 shares; 2022Q4: 192,440 shares; 2023Q1: 157,299 shares; 2023Q2: 137,839 shares; 2023Q3: 136,321 shares; 2023Q4: 181,819 shares 181,819 $8.48M 0.12% +45,498 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 984,428 shares; 2022Q4: 319,625 shares; 2023Q1: 555,048 shares; 2023Q2: 579,515 shares; 2023Q3: 475,017 shares; 2023Q4: 437,602 shares 437,602 $8.48M 0.12% -37,415 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 60,139 shares; 2022Q3: 120,220 shares; 2022Q4: 72,210 shares; 2023Q1: 71,826 shares; 2023Q2: 71,931 shares; 2023Q3: 73,151 shares; 2023Q4: 76,191 shares 76,191 $8.39M 0.12% +3,040 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; 2022Q1: restricted; 2022Q2: 133,757 shares; 2022Q3: 140,440 shares; 2022Q4: 124,909 shares; 2023Q1: 112,112 shares; 2023Q2: 118,933 shares; 2023Q3: 148,765 shares; 2023Q4: 128,242 shares 128,242 $8.31M 0.12% -20,523 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 88,505 shares; 2022Q3: 89,143 shares; 2022Q4: 95,307 shares; 2023Q1: 110,286 shares; 2023Q2: 112,338 shares; 2023Q3: 114,208 shares; 2023Q4: 118,092 shares 118,092 $8.28M 0.11% +3,884 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; 2022Q1: restricted; 2022Q2: 14,941 shares; 2022Q3: 14,336 shares; 2022Q4: 20,709 shares; 2023Q1: 21,050 shares; 2023Q2: 20,432 shares; 2023Q3: 21,777 shares; 2023Q4: 23,596 shares 23,596 $8.28M 0.11% +1,819 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,016 shares; 2022Q3: 7,159 shares; 2022Q4: 70,918 shares; 2023Q1: 287,072 shares; 2023Q2: 308,818 shares; 2023Q3: 248,191 shares; 2023Q4: 76,369 shares 76,369 $8.27M 0.11% -171,822 Timeline XLC 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; 2022Q1: restricted; 2022Q2: 71,396 shares; 2022Q3: 75,133 shares; 2022Q4: 76,814 shares; 2023Q1: 98,541 shares; 2023Q2: 109,584 shares; 2023Q3: 117,198 shares; 2023Q4: 112,979 shares 112,979 $8.21M 0.11% -4,219 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 89,631 shares; 2022Q3: 90,844 shares; 2022Q4: 96,612 shares; 2023Q1: 72,014 shares; 2023Q2: 72,211 shares; 2023Q3: 77,347 shares; 2023Q4: 78,493 shares 78,493 $8.17M 0.11% +1,146 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 126,685 shares; 2022Q3: 97,104 shares; 2022Q4: 90,535 shares; 2023Q1: 94,206 shares; 2023Q2: 80,560 shares; 2023Q3: 93,113 shares; 2023Q4: 128,651 shares 128,651 $8.15M 0.11% +35,538 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,118 shares; 2022Q3: 39,000 shares; 2022Q4: 23,247 shares; 2023Q1: 22,897 shares; 2023Q2: 21,256 shares; 2023Q3: 23,477 shares; 2023Q4: 28,245 shares 28,245 $8.14M 0.11% +4,768 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,028 shares; 2023Q4: 161,121 shares 161,121 $8.04M 0.11% +155,093 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 65,015 shares; 2022Q3: 68,292 shares; 2022Q4: 71,021 shares; 2023Q1: 74,242 shares; 2023Q2: 77,696 shares; 2023Q3: 86,829 shares; 2023Q4: 97,738 shares 97,738 $8.03M 0.11% +10,909 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 49,875 shares; 2022Q3: 63,647 shares; 2022Q4: 68,122 shares; 2023Q1: 72,416 shares; 2023Q2: 74,701 shares; 2023Q3: 79,260 shares; 2023Q4: 83,385 shares 83,385 $7.94M 0.11% +4,125 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,978 shares; 2022Q3: 14,570 shares; 2022Q4: 24,110 shares; 2023Q1: 24,900 shares; 2023Q2: 27,654 shares; 2023Q3: 29,141 shares; 2023Q4: 30,064 shares 30,064 $7.88M 0.11% +923 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; 2022Q1: restricted; 2022Q2: 50,457 shares; 2022Q3: 45,701 shares; 2022Q4: 129,384 shares; 2023Q1: 187,683 shares; 2023Q2: 197,638 shares; 2023Q3: 233,209 shares; 2023Q4: 231,398 shares 231,398 $7.87M 0.11% -1,811 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; 2022Q1: restricted; 2022Q2: 22,281 shares; 2022Q3: 22,577 shares; 2022Q4: 30,232 shares; 2023Q1: 30,588 shares; 2023Q2: 27,475 shares; 2023Q3: 28,077 shares; 2023Q4: 32,008 shares 32,008 $7.86M 0.11% +3,931 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 339,229 shares; 2022Q3: 392,895 shares; 2022Q4: 866,091 shares; 2023Q1: 974,937 shares; 2023Q2: 969,403 shares; 2023Q3: 554,834 shares; 2023Q4: 340,282 shares 340,282 $7.84M 0.11% -214,552 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; 2022Q1: restricted; 2022Q2: 42,945 shares; 2022Q3: 41,791 shares; 2022Q4: 371,795 shares; 2023Q1: 371,167 shares; 2023Q2: 327,438 shares; 2023Q3: 178,042 shares; 2023Q4: 101,479 shares 101,479 $7.82M 0.11% -76,563 Timeline BUFD 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; 2022Q1: restricted; 2022Q2: 47,074 shares; 2022Q3: 106,885 shares; 2022Q4: 250,733 shares; 2023Q1: 262,673 shares; 2023Q2: 302,257 shares; 2023Q3: 327,578 shares; 2023Q4: 342,580 shares 342,580 $7.78M 0.11% +15,002 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 241,829 shares; 2022Q3: 250,549 shares; 2022Q4: 276,641 shares; 2023Q1: 219,809 shares; 2023Q2: 246,196 shares; 2023Q3: 251,383 shares; 2023Q4: 250,056 shares 250,056 $7.75M 0.11% -1,327 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; 2022Q1: restricted; 2022Q2: 35,047 shares; 2022Q3: 56,966 shares; 2022Q4: 49,858 shares; 2023Q1: 49,029 shares; 2023Q2: 50,506 shares; 2023Q3: 184,314 shares; 2023Q4: 183,874 shares 183,874 $7.65M 0.11% -440 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 276,487 shares; 2022Q3: 394,809 shares; 2022Q4: 595,350 shares; 2023Q1: 705,978 shares; 2023Q2: 758,645 shares; 2023Q3: 116,997 shares; 2023Q4: 64,678 shares 64,678 $7.58M 0.11% -52,319 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 190,922 shares; 2022Q3: 191,740 shares; 2022Q4: 192,384 shares; 2023Q1: 192,009 shares; 2023Q2: 187,315 shares; 2023Q3: 211,891 shares; 2023Q4: 212,673 shares 212,673 $7.5M 0.1% +782 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; 2022Q1: restricted; 2022Q2: 137,419 shares; 2022Q3: 123,104 shares; 2022Q4: 124,867 shares; 2023Q1: 137,479 shares; 2023Q2: 103,220 shares; 2023Q3: 101,179 shares; 2023Q4: 103,878 shares 103,878 $7.48M 0.1% +2,699 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 26,317 shares; 2022Q3: 26,470 shares; 2022Q4: 252,976 shares; 2023Q1: 238,155 shares; 2023Q2: 230,079 shares; 2023Q3: 220,329 shares; 2023Q4: 215,186 shares 215,186 $7.41M 0.1% -5,143 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; 2022Q1: restricted; 2022Q2: 386,196 shares; 2022Q3: 296,704 shares; 2022Q4: 268,255 shares; 2023Q1: 246,528 shares; 2023Q2: 207,971 shares; 2023Q3: 215,959 shares; 2023Q4: 213,726 shares 213,726 $7.36M 0.1% -2,233 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; 2022Q1: restricted; 2022Q2: 21,727 shares; 2022Q3: 26,636 shares; 2022Q4: 127,206 shares; 2023Q1: 67,748 shares; 2023Q2: 119,640 shares; 2023Q3: 124,073 shares; 2023Q4: 131,211 shares 131,211 $7.33M 0.1% +7,138 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,602 shares; 2022Q3: 23,106 shares; 2022Q4: 25,434 shares; 2023Q1: 26,313 shares; 2023Q2: 43,705 shares; 2023Q3: 92,317 shares; 2023Q4: 150,109 shares 150,109 $7.21M 0.1% +57,792 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; 2022Q1: restricted; 2022Q2: 97,450 shares; 2022Q3: 98,636 shares; 2022Q4: 127,282 shares; 2023Q1: 115,644 shares; 2023Q2: 124,111 shares; 2023Q3: 107,542 shares; 2023Q4: 118,205 shares 118,205 $7.18M 0.1% +10,663 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 75,263 shares; 2023Q1: 629,972 shares; 2023Q2: 1,228,943 shares; 2023Q3: 1,308,394 shares; 2023Q4: 1,265,446 shares 1,265,446 $7.18M 0.1% -42,948 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 121,397 shares; 2022Q3: 123,225 shares; 2022Q4: 123,537 shares; 2023Q1: 122,556 shares; 2023Q2: 124,857 shares; 2023Q3: 125,477 shares; 2023Q4: 124,639 shares 124,639 $7.15M 0.1% -838 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; 2022Q1: restricted; 2022Q2: 91,515 shares; 2022Q3: 88,866 shares; 2022Q4: 124,607 shares; 2023Q1: 123,069 shares; 2023Q2: 114,976 shares; 2023Q3: 115,818 shares; 2023Q4: 141,077 shares 141,077 $7.13M 0.1% +25,259 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,992 shares; 2022Q3: not reported; 2022Q4: 86,471 shares; 2023Q1: 85,947 shares; 2023Q2: 91,583 shares; 2023Q3: 98,639 shares; 2023Q4: 111,711 shares 111,711 $7.11M 0.1% +13,072 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 150,244 shares; 2022Q3: 154,956 shares; 2022Q4: 204,501 shares; 2023Q1: 208,094 shares; 2023Q2: 211,602 shares; 2023Q3: 222,329 shares; 2023Q4: 220,918 shares 220,918 $7.11M 0.1% -1,411 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 60,085 shares; 2022Q3: 42,224 shares; 2022Q4: 59,493 shares; 2023Q1: 31,865 shares; 2023Q2: 82,181 shares; 2023Q3: 89,023 shares; 2023Q4: 106,877 shares 106,877 $6.94M 0.1% +17,854 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 47,121 shares; 2022Q3: 45,942 shares; 2022Q4: 52,610 shares; 2023Q1: 52,122 shares; 2023Q2: 20,112 shares; 2023Q3: 31,637 shares; 2023Q4: 32,009 shares 32,009 $6.91M 0.1% +372 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 66,606 shares; 2022Q3: 119,454 shares; 2022Q4: 169,400 shares; 2023Q1: 226,110 shares; 2023Q2: 246,476 shares; 2023Q3: 239,642 shares; 2023Q4: 132,573 shares 132,573 $6.8M 0.09% -107,069 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; 2022Q1: restricted; 2022Q2: 23,018 shares; 2022Q3: 23,079 shares; 2022Q4: 24,450 shares; 2023Q1: 24,647 shares; 2023Q2: 24,759 shares; 2023Q3: 24,848 shares; 2023Q4: 25,082 shares 25,082 $6.79M 0.09% +234 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; 2022Q1: restricted; 2022Q2: 40,858 shares; 2022Q3: 39,686 shares; 2022Q4: 91,479 shares; 2023Q1: 97,711 shares; 2023Q2: 108,523 shares; 2023Q3: 150,409 shares; 2023Q4: 164,555 shares 164,555 $6.76M 0.09% +14,146 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,291 shares; 2022Q3: 8,416 shares; 2022Q4: 10,307 shares; 2023Q1: 11,394 shares; 2023Q2: 11,618 shares; 2023Q3: 13,856 shares; 2023Q4: 13,836 shares 13,836 $6.74M 0.09% -20 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; 2022Q1: restricted; 2022Q2: 12,513 shares; 2022Q3: 11,158 shares; 2022Q4: 28,551 shares; 2023Q1: 55,012 shares; 2023Q2: 160,819 shares; 2023Q3: 126,788 shares; 2023Q4: 119,889 shares 119,889 $6.73M 0.09% -6,899 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 73,040 shares; 2022Q3: 122,778 shares; 2022Q4: 121,300 shares; 2023Q1: 117,625 shares; 2023Q2: 120,121 shares; 2023Q3: 188,866 shares; 2023Q4: 201,374 shares 201,374 $6.72M 0.09% +12,508 Timeline FXZ 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; 2022Q1: restricted; 2022Q2: 116,307 shares; 2022Q3: 115,933 shares; 2022Q4: 115,783 shares; 2023Q1: 116,650 shares; 2023Q2: 105,069 shares; 2023Q3: 102,422 shares; 2023Q4: 95,877 shares 95,877 $6.61M 0.09% -6,545 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 70,799 shares; 2022Q3: 78,950 shares; 2022Q4: 125,195 shares; 2023Q1: 108,825 shares; 2023Q2: 109,058 shares; 2023Q3: 85,897 shares; 2023Q4: 64,400 shares 64,400 $6.57M 0.09% -21,497 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 247,602 shares; 2022Q3: 59,671 shares; 2022Q4: 75,887 shares; 2023Q1: 96,415 shares; 2023Q2: 152,107 shares; 2023Q3: 83,258 shares; 2023Q4: 87,047 shares 87,047 $6.56M 0.09% +3,789 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; 2022Q1: restricted; 2022Q2: 10,852 shares; 2022Q3: 14,966 shares; 2022Q4: 15,278 shares; 2023Q1: 17,286 shares; 2023Q2: 16,963 shares; 2023Q3: 81,371 shares; 2023Q4: 114,362 shares 114,362 $6.45M 0.09% +32,991 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 108,061 shares; 2022Q3: 103,153 shares; 2022Q4: 105,133 shares; 2023Q1: 113,202 shares; 2023Q2: 155,385 shares; 2023Q3: 95,017 shares; 2023Q4: 93,018 shares 93,018 $6.45M 0.09% -1,999 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 46,935 shares; 2022Q3: 45,069 shares; 2022Q4: 58,372 shares; 2023Q1: 55,012 shares; 2023Q2: 55,263 shares; 2023Q3: 56,938 shares; 2023Q4: 67,150 shares 67,150 $6.45M 0.09% +10,212 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; 2022Q1: restricted; 2022Q2: 31,499 shares; 2022Q3: 19,986 shares; 2022Q4: 25,094 shares; 2023Q1: 26,716 shares; 2023Q2: 27,122 shares; 2023Q3: 42,743 shares; 2023Q4: 33,604 shares 33,604 $6.42M 0.09% -9,139 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 107,842 shares; 2022Q3: 107,329 shares; 2022Q4: 114,640 shares; 2023Q1: 116,122 shares; 2023Q2: 118,430 shares; 2023Q3: 114,922 shares; 2023Q4: 113,706 shares 113,706 $6.35M 0.09% -1,216 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 101,684 shares; 2022Q3: 176,922 shares; 2022Q4: 90,215 shares; 2023Q1: 87,081 shares; 2023Q2: 91,498 shares; 2023Q3: 86,657 shares; 2023Q4: 86,627 shares 86,627 $6.26M 0.09% -30 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 156,630 shares; 2022Q3: 122,477 shares; 2022Q4: 122,849 shares; 2023Q1: 118,229 shares; 2023Q2: 120,787 shares; 2023Q3: 116,188 shares; 2023Q4: 121,611 shares 121,611 $6.24M 0.09% +5,423 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; 2022Q1: restricted; 2022Q2: 19,079 shares; 2022Q3: 21,046 shares; 2022Q4: 88,213 shares; 2023Q1: 93,471 shares; 2023Q2: 92,236 shares; 2023Q3: 113,172 shares; 2023Q4: 122,129 shares 122,129 $6.23M 0.09% +8,957 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,416 shares; 2022Q3: 11,070 shares; 2022Q4: 13,456 shares; 2023Q1: 22,160 shares; 2023Q2: 22,529 shares; 2023Q3: 24,785 shares; 2023Q4: 24,289 shares 24,289 $6.2M 0.09% -496 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; 2022Q1: restricted; 2022Q2: 386,030 shares; 2022Q3: 597,164 shares; 2022Q4: 286,365 shares; 2023Q1: 292,570 shares; 2023Q2: 297,412 shares; 2023Q3: 306,292 shares; 2023Q4: 309,871 shares 309,871 $6.19M 0.09% +3,579 Timeline XDEC 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; 2022Q1: restricted; 2022Q2: 30,584 shares; 2022Q3: 307,185 shares; 2022Q4: 651,266 shares; 2023Q1: 264,260 shares; 2023Q2: 209,091 shares; 2023Q3: 214,206 shares; 2023Q4: 181,255 shares 181,255 $6.17M 0.09% -32,951 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; 2022Q1: restricted; 2022Q2: 53,716 shares; 2022Q3: 54,181 shares; 2022Q4: 63,481 shares; 2023Q1: 59,767 shares; 2023Q2: 60,846 shares; 2023Q3: 63,051 shares; 2023Q4: 65,242 shares 65,242 $6.12M 0.08% +2,191 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,156 shares; 2022Q3: 6,886 shares; 2022Q4: 9,963 shares; 2023Q1: 10,703 shares; 2023Q2: 10,567 shares; 2023Q3: 16,638 shares; 2023Q4: 20,624 shares 20,624 $6.08M 0.08% +3,986 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,927 shares; 2022Q3: 50,600 shares; 2022Q4: 87,764 shares; 2023Q1: 94,186 shares; 2023Q2: 59,043 shares; 2023Q3: 95,567 shares; 2023Q4: 211,896 shares 211,896 $5.87M 0.08% +116,329 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; 2022Q1: restricted; 2022Q2: 26,294 shares; 2022Q3: 31,770 shares; 2022Q4: 71,548 shares; 2023Q1: 69,216 shares; 2023Q2: 68,119 shares; 2023Q3: 79,109 shares; 2023Q4: 83,634 shares 83,634 $5.86M 0.08% +4,525 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 40,623 shares; 2022Q3: 43,659 shares; 2022Q4: 38,562 shares; 2023Q1: 32,816 shares; 2023Q2: 36,145 shares; 2023Q3: 33,040 shares; 2023Q4: 40,498 shares 40,498 $5.86M 0.08% +7,458 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 129,052 shares; 2023Q4: 129,079 shares 129,079 $5.84M 0.08% +27 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; 2022Q1: restricted; 2022Q2: 14,220 shares; 2022Q3: 12,674 shares; 2022Q4: 72,037 shares; 2023Q1: 75,890 shares; 2023Q2: 85,797 shares; 2023Q3: 95,083 shares; 2023Q4: 125,814 shares 125,814 $5.83M 0.08% +30,731 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 486,018 shares; 2022Q3: 501,639 shares; 2022Q4: 552,668 shares; 2023Q1: 583,302 shares; 2023Q2: 470,715 shares; 2023Q3: 339,166 shares; 2023Q4: 221,149 shares 221,149 $5.83M 0.08% -118,017 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,428 shares; 2023Q1: 7,355 shares; 2023Q2: 99,565 shares; 2023Q3: 127,837 shares; 2023Q4: 137,826 shares 137,826 $5.81M 0.08% +9,989 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,992 shares; 2022Q3: 18,318 shares; 2022Q4: 18,969 shares; 2023Q1: 18,332 shares; 2023Q2: 18,551 shares; 2023Q3: 18,879 shares; 2023Q4: 14,314 shares 14,314 $5.81M 0.08% -4,565 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,161 shares; 2022Q3: 21,142 shares; 2022Q4: 63,778 shares; 2023Q1: 97,708 shares; 2023Q2: 72,892 shares; 2023Q3: 66,798 shares; 2023Q4: 69,730 shares 69,730 $5.72M 0.08% +2,932 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 6,240 shares; 2022Q4: 9,645 shares; 2023Q1: 29,563 shares; 2023Q2: 28,071 shares; 2023Q3: 46,334 shares; 2023Q4: 103,064 shares 103,064 $5.71M 0.08% +56,730 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,897 shares; 2022Q3: 19,603 shares; 2022Q4: 51,027 shares; 2023Q1: 153,027 shares; 2023Q2: 42,943 shares; 2023Q3: 48,863 shares; 2023Q4: 59,193 shares 59,193 $5.71M 0.08% +10,330 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,076 shares; 2023Q1: 44,992 shares; 2023Q2: 60,377 shares; 2023Q3: 96,661 shares; 2023Q4: 120,847 shares 120,847 $5.69M 0.08% +24,186 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,662 shares; 2022Q3: 38,326 shares; 2022Q4: 38,490 shares; 2023Q1: 34,723 shares; 2023Q2: 37,031 shares; 2023Q3: 44,407 shares; 2023Q4: 44,434 shares 44,434 $5.67M 0.08% +27 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; 2022Q1: restricted; 2022Q2: 15,480 shares; 2022Q3: 16,242 shares; 2022Q4: 31,430 shares; 2023Q1: 31,773 shares; 2023Q2: 34,032 shares; 2023Q3: 33,225 shares; 2023Q4: 31,465 shares 31,465 $5.66M 0.08% -1,760 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,414 shares; 2022Q3: 34,705 shares; 2022Q4: 39,449 shares; 2023Q1: 46,473 shares; 2023Q2: 44,404 shares; 2023Q3: 45,508 shares; 2023Q4: 48,656 shares 48,656 $5.66M 0.08% +3,148 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 36,843 shares; 2022Q3: 30,763 shares; 2022Q4: 35,595 shares; 2023Q1: 34,909 shares; 2023Q2: 34,345 shares; 2023Q3: 34,976 shares; 2023Q4: 36,351 shares 36,351 $5.65M 0.08% +1,375 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 85,729 shares; 2022Q3: 125,162 shares; 2022Q4: 75,463 shares; 2023Q1: 87,540 shares; 2023Q2: 83,101 shares; 2023Q3: 94,720 shares; 2023Q4: 67,105 shares 67,105 $5.65M 0.08% -27,615 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 134,522 shares; 2022Q3: 124,294 shares; 2022Q4: 123,126 shares; 2023Q1: 122,849 shares; 2023Q2: 123,600 shares; 2023Q3: 165,541 shares; 2023Q4: 132,579 shares 132,579 $5.64M 0.08% -32,962 Timeline QJUN 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; 2022Q1: restricted; 2022Q2: 122,148 shares; 2022Q3: 107,524 shares; 2022Q4: 42,295 shares; 2023Q1: 33,564 shares; 2023Q2: 75,208 shares; 2023Q3: 204,726 shares; 2023Q4: 232,786 shares 232,786 $5.61M 0.08% +28,060 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 134,693 shares; 2022Q3: 267,858 shares; 2022Q4: 149,591 shares; 2023Q1: 165,864 shares; 2023Q2: 166,829 shares; 2023Q3: 164,326 shares; 2023Q4: 165,805 shares 165,805 $5.58M 0.08% +1,479 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; 2022Q1: restricted; 2022Q2: 295,161 shares; 2022Q3: 56,497 shares; 2022Q4: 62,422 shares; 2023Q1: 66,337 shares; 2023Q2: 65,333 shares; 2023Q3: 81,948 shares; 2023Q4: 116,582 shares 116,582 $5.54M 0.08% +34,634 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 59,833 shares; 2022Q3: 60,765 shares; 2022Q4: 59,542 shares; 2023Q1: 80,210 shares; 2023Q2: 82,823 shares; 2023Q3: 84,361 shares; 2023Q4: 85,583 shares 85,583 $5.53M 0.08% +1,222 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 388,387 shares; 2022Q3: 401,748 shares; 2022Q4: 437,703 shares; 2023Q1: 447,967 shares; 2023Q2: 445,429 shares; 2023Q3: 452,035 shares; 2023Q4: 369,705 shares 369,705 $5.5M 0.08% -82,330 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; 2022Q1: restricted; 2022Q2: 39,560 shares; 2022Q3: 38,247 shares; 2022Q4: 46,733 shares; 2023Q1: 45,031 shares; 2023Q2: 51,371 shares; 2023Q3: 63,785 shares; 2023Q4: 61,855 shares 61,855 $5.47M 0.08% -1,930 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; 2022Q1: restricted; 2022Q2: 6,314 shares; 2022Q3: 6,594 shares; 2022Q4: 9,317 shares; 2023Q1: 9,579 shares; 2023Q2: 9,103 shares; 2023Q3: 9,412 shares; 2023Q4: 10,126 shares 10,126 $5.37M 0.07% +714 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; 2022Q1: restricted; 2022Q2: 8,979 shares; 2022Q3: 9,205 shares; 2022Q4: 9,314 shares; 2023Q1: 10,597 shares; 2023Q2: 9,506 shares; 2023Q3: 12,525 shares; 2023Q4: 11,090 shares 11,090 $5.37M 0.07% -1,435 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,415 shares; 2022Q3: 27,279 shares; 2022Q4: 33,259 shares; 2023Q1: 33,262 shares; 2023Q2: 32,897 shares; 2023Q3: 46,967 shares; 2023Q4: 54,623 shares 54,623 $5.32M 0.07% +7,656 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 40,626 shares; 2022Q3: 30,786 shares; 2022Q4: 50,850 shares; 2023Q1: 46,503 shares; 2023Q2: 39,551 shares; 2023Q3: 44,113 shares; 2023Q4: 45,729 shares 45,729 $5.31M 0.07% +1,616 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; 2022Q1: restricted; 2022Q2: 3,918 shares; 2022Q3: 3,723 shares; 2022Q4: 5,523 shares; 2023Q1: 5,487 shares; 2023Q2: 5,335 shares; 2023Q3: 5,350 shares; 2023Q4: 6,534 shares 6,534 $5.3M 0.07% +1,184 AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 38,324 shares; 2022Q3: 77,260 shares; 2022Q4: 26,440 shares; 2023Q1: 26,365 shares; 2023Q2: 31,606 shares; 2023Q3: 44,836 shares; 2023Q4: 35,771 shares 35,771 $5.27M 0.07% -9,065 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 97,537 shares; 2022Q3: 121,746 shares; 2022Q4: 72,723 shares; 2023Q1: 35,607 shares; 2023Q2: 33,666 shares; 2023Q3: 73,786 shares; 2023Q4: 48,973 shares 48,973 $5.26M 0.07% -24,813 Timeline XLB 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; 2022Q1: restricted; 2022Q2: 48,969 shares; 2022Q3: 51,987 shares; 2022Q4: 63,881 shares; 2023Q1: 68,112 shares; 2023Q2: 61,818 shares; 2023Q3: 64,895 shares; 2023Q4: 61,322 shares 61,322 $5.25M 0.07% -3,573 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; 2022Q1: restricted; 2022Q2: 26,483 shares; 2022Q3: 26,895 shares; 2022Q4: 28,783 shares; 2023Q1: 29,381 shares; 2023Q2: 35,016 shares; 2023Q3: 39,890 shares; 2023Q4: 40,891 shares 40,891 $5.24M 0.07% +1,001 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 87,434 shares; 2022Q3: 97,779 shares; 2022Q4: 60,217 shares; 2023Q1: 79,271 shares; 2023Q2: 81,706 shares; 2023Q3: 100,990 shares; 2023Q4: 95,450 shares 95,450 $5.23M 0.07% -5,540 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; 2022Q1: restricted; 2022Q2: 6,918 shares; 2022Q3: 6,700 shares; 2022Q4: 8,954 shares; 2023Q1: 9,145 shares; 2023Q2: 9,564 shares; 2023Q3: 13,012 shares; 2023Q4: 16,711 shares 16,711 $5.21M 0.07% +3,699 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 143,149 shares; 2022Q3: 146,253 shares; 2022Q4: 148,259 shares; 2023Q1: 148,088 shares; 2023Q2: 152,576 shares; 2023Q3: 154,395 shares; 2023Q4: 157,584 shares 157,584 $5.21M 0.07% +3,189 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,834 shares; 2022Q3: 30,430 shares; 2022Q4: 37,449 shares; 2023Q1: 40,420 shares; 2023Q2: 25,465 shares; 2023Q3: 19,774 shares; 2023Q4: 29,736 shares 29,736 $5.21M 0.07% +9,962 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; 2022Q1: restricted; 2022Q2: 117,689 shares; 2022Q3: 128,984 shares; 2022Q4: 152,750 shares; 2023Q1: 156,738 shares; 2023Q2: 164,864 shares; 2023Q3: 203,486 shares; 2023Q4: 188,558 shares 188,558 $5.2M 0.07% -14,928 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 811 shares; 2022Q3: 1,598 shares; 2022Q4: 947 shares; 2023Q1: 827 shares; 2023Q2: 1,384 shares; 2023Q3: 1,636 shares; 2023Q4: 2,005 shares 2,005 $5.18M 0.07% +369 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; 2022Q1: restricted; 2022Q2: 34,820 shares; 2022Q3: 37,793 shares; 2022Q4: 35,296 shares; 2023Q1: 34,649 shares; 2023Q2: 34,304 shares; 2023Q3: 32,190 shares; 2023Q4: 32,960 shares 32,960 $5.18M 0.07% +770 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,804 shares; 2023Q4: 190,997 shares 190,997 $5.17M 0.07% +181,193 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,161 shares; 2022Q3: 31,955 shares; 2022Q4: 36,467 shares; 2023Q1: 36,224 shares; 2023Q2: 40,655 shares; 2023Q3: 39,628 shares; 2023Q4: 47,595 shares 47,595 $5.17M 0.07% +7,967 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,453 shares; 2022Q3: 35,642 shares; 2022Q4: 45,243 shares; 2023Q1: 69,847 shares; 2023Q2: 42,286 shares; 2023Q3: 77,944 shares; 2023Q4: 126,870 shares 126,870 $5.16M 0.07% +48,926 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; 2022Q1: restricted; 2022Q2: 121,923 shares; 2022Q3: 94,719 shares; 2022Q4: 124,835 shares; 2023Q1: 118,927 shares; 2023Q2: 111,672 shares; 2023Q3: 105,265 shares; 2023Q4: 120,692 shares 120,692 $5.13M 0.07% +15,427 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 34,091 shares; 2022Q3: 34,644 shares; 2022Q4: 43,364 shares; 2023Q1: 45,020 shares; 2023Q2: 46,560 shares; 2023Q3: 48,932 shares; 2023Q4: 52,865 shares 52,865 $5.13M 0.07% +3,933 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; 2022Q1: restricted; 2022Q2: 47,444 shares; 2022Q3: 44,724 shares; 2022Q4: 57,400 shares; 2023Q1: 81,423 shares; 2023Q2: 91,316 shares; 2023Q3: 144,543 shares; 2023Q4: 144,765 shares 144,765 $5.13M 0.07% +222 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 65,482 shares; 2022Q3: 87,755 shares; 2022Q4: 139,775 shares; 2023Q1: 93,887 shares; 2023Q2: 85,512 shares; 2023Q3: 94,773 shares; 2023Q4: 65,555 shares 65,555 $5.11M 0.07% -29,218 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 53,947 shares; 2022Q3: 62,996 shares; 2022Q4: 65,254 shares; 2023Q1: 59,238 shares; 2023Q2: 57,449 shares; 2023Q3: 56,893 shares; 2023Q4: 57,100 shares 57,100 $5.1M 0.07% +207 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,439 shares; 2022Q3: 34,147 shares; 2022Q4: 38,479 shares; 2023Q1: 38,977 shares; 2023Q2: 41,003 shares; 2023Q3: 39,801 shares; 2023Q4: 40,768 shares 40,768 $5.09M 0.07% +967 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; 2022Q1: restricted; 2022Q2: 108,322 shares; 2022Q3: 101,735 shares; 2022Q4: 128,097 shares; 2023Q1: 125,129 shares; 2023Q2: 122,995 shares; 2023Q3: 119,022 shares; 2023Q4: 116,073 shares 116,073 $5.09M 0.07% -2,949 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; 2022Q1: restricted; 2022Q2: 109,601 shares; 2022Q3: 105,351 shares; 2022Q4: 136,899 shares; 2023Q1: 141,739 shares; 2023Q2: 137,234 shares; 2023Q3: 132,954 shares; 2023Q4: 130,071 shares 130,071 $5.08M 0.07% -2,883 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,864 shares; 2022Q3: 3,887 shares; 2022Q4: 6,491 shares; 2023Q1: 6,762 shares; 2023Q2: 7,214 shares; 2023Q3: 7,355 shares; 2023Q4: 7,167 shares 7,167 $5.06M 0.07% -188 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; 2022Q1: restricted; 2022Q2: 12,278 shares; 2022Q3: 12,448 shares; 2022Q4: 33,605 shares; 2023Q1: 29,552 shares; 2023Q2: 37,937 shares; 2023Q3: 40,040 shares; 2023Q4: 43,278 shares 43,278 $4.98M 0.07% +3,238 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; 2022Q1: restricted; 2022Q2: 182,316 shares; 2022Q3: 181,173 shares; 2022Q4: 179,251 shares; 2023Q1: 178,782 shares; 2023Q2: 172,557 shares; 2023Q3: 166,385 shares; 2023Q4: 158,581 shares 158,581 $4.97M 0.07% -7,804 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,108 shares; 2022Q3: 1,689 shares; 2022Q4: 2,773 shares; 2023Q1: 4,917 shares; 2023Q2: 6,377 shares; 2023Q3: 7,568 shares; 2023Q4: 7,952 shares 7,952 $4.97M 0.07% +384 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,312 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 778 shares; 2023Q2: not reported; 2023Q3: 1,088 shares; 2023Q4: 15,820 shares 15,820 $4.9M 0.07% +14,732 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 164,629 shares; 2022Q3: 170,994 shares; 2022Q4: 194,495 shares; 2023Q1: 211,857 shares; 2023Q2: 218,576 shares; 2023Q3: 227,258 shares; 2023Q4: 244,293 shares 244,293 $4.89M 0.07% +17,035 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 183,024 shares; 2023Q4: 188,927 shares 188,927 $4.88M 0.07% +5,903 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,620 shares; 2022Q3: 21,670 shares; 2022Q4: 21,660 shares; 2023Q1: 22,174 shares; 2023Q2: 21,056 shares; 2023Q3: 21,888 shares; 2023Q4: 21,713 shares 21,713 $4.88M 0.07% -175 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; 2022Q1: restricted; 2022Q2: 21,035 shares; 2022Q3: 24,705 shares; 2022Q4: 61,613 shares; 2023Q1: 73,717 shares; 2023Q2: 65,625 shares; 2023Q3: 85,681 shares; 2023Q4: 74,154 shares 74,154 $4.82M 0.07% -11,527 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 39,065 shares; 2022Q3: 39,651 shares; 2022Q4: 44,318 shares; 2023Q1: 49,992 shares; 2023Q2: 64,160 shares; 2023Q3: 74,274 shares; 2023Q4: 78,179 shares 78,179 $4.81M 0.07% +3,905 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 85,312 shares; 2022Q3: 78,779 shares; 2022Q4: 80,333 shares; 2023Q1: 78,859 shares; 2023Q2: 78,950 shares; 2023Q3: 78,957 shares; 2023Q4: 75,858 shares 75,858 $4.75M 0.07% -3,099 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,715 shares; 2022Q3: 8,723 shares; 2022Q4: 10,177 shares; 2023Q1: 14,789 shares; 2023Q2: 14,223 shares; 2023Q3: 14,741 shares; 2023Q4: 15,843 shares 15,843 $4.74M 0.07% +1,102 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 94,524 shares; 2022Q4: 164,217 shares; 2023Q1: 191,131 shares; 2023Q2: 74,788 shares; 2023Q3: 108,885 shares; 2023Q4: 95,791 shares 95,791 $4.73M 0.07% -13,094 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 20,839 shares; 2023Q1: 35,512 shares; 2023Q2: 134,017 shares; 2023Q3: 158,186 shares; 2023Q4: 204,815 shares 204,815 $4.73M 0.07% +46,629 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; 2022Q1: restricted; 2022Q2: 71,668 shares; 2022Q3: 70,730 shares; 2022Q4: 75,396 shares; 2023Q1: 74,931 shares; 2023Q2: 75,356 shares; 2023Q3: 74,542 shares; 2023Q4: 74,146 shares 74,146 $4.68M 0.06% -396 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 906,923 shares; 2022Q3: 607,381 shares; 2022Q4: 356,934 shares; 2023Q1: 386,033 shares; 2023Q2: 324,676 shares; 2023Q3: 151,399 shares; 2023Q4: 47,461 shares 47,461 $4.68M 0.06% -103,938 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; 2022Q1: restricted; 2022Q2: 5,523 shares; 2022Q3: 5,805 shares; 2022Q4: 8,085 shares; 2023Q1: 21,785 shares; 2023Q2: 31,785 shares; 2023Q3: 31,690 shares; 2023Q4: 42,286 shares 42,286 $4.62M 0.06% +10,596 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 38,428 shares; 2022Q3: 3,342 shares; 2022Q4: 29,589 shares; 2023Q1: 46,138 shares; 2023Q2: 49,009 shares; 2023Q3: 48,336 shares; 2023Q4: 51,840 shares 51,840 $4.62M 0.06% +3,504 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,908 shares; 2022Q3: 7,908 shares; 2022Q4: 13,208 shares; 2023Q1: 43,007 shares; 2023Q2: 53,574 shares; 2023Q3: 66,397 shares; 2023Q4: 94,819 shares 94,819 $4.59M 0.06% +28,422 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,668 shares; 2022Q3: 50,161 shares; 2022Q4: 58,974 shares; 2023Q1: 82,992 shares; 2023Q2: 100,086 shares; 2023Q3: 106,144 shares; 2023Q4: 205,068 shares 205,068 $4.59M 0.06% +98,924 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,810 shares; 2022Q3: 32,639 shares; 2022Q4: 42,221 shares; 2023Q1: 41,149 shares; 2023Q2: 38,976 shares; 2023Q3: 40,738 shares; 2023Q4: 43,336 shares 43,336 $4.57M 0.06% +2,598 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,387 shares; 2022Q3: 7,371 shares; 2022Q4: 7,978 shares; 2023Q1: 8,020 shares; 2023Q2: 7,842 shares; 2023Q3: 7,944 shares; 2023Q4: 8,227 shares 8,227 $4.57M 0.06% +283 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,057 shares; 2022Q3: 8,780 shares; 2022Q4: 15,234 shares; 2023Q1: 17,336 shares; 2023Q2: 31,127 shares; 2023Q3: 33,532 shares; 2023Q4: 43,887 shares 43,887 $4.56M 0.06% +10,355 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; 2022Q1: restricted; 2022Q2: 2,329 shares; 2022Q3: 2,316 shares; 2022Q4: 2,400 shares; 2023Q1: 2,439 shares; 2023Q2: 2,877 shares; 2023Q3: 3,848 shares; 2023Q4: 20,914 shares 20,914 $4.54M 0.06% +17,066 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 133,667 shares; 2022Q3: 146,871 shares; 2022Q4: 131,947 shares; 2023Q1: 144,338 shares; 2023Q2: 187,565 shares; 2023Q3: 201,039 shares; 2023Q4: 194,966 shares 194,966 $4.5M 0.06% -6,073 CGW 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; 2022Q1: restricted; 2022Q2: 77,794 shares; 2022Q3: 79,286 shares; 2022Q4: 81,397 shares; 2023Q1: 82,495 shares; 2023Q2: 81,326 shares; 2023Q3: 85,057 shares; 2023Q4: 84,963 shares 84,963 $4.5M 0.06% -94 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; 2022Q1: restricted; 2022Q2: 5,450 shares; 2022Q3: 6,154 shares; 2022Q4: 7,437 shares; 2023Q1: 7,632 shares; 2023Q2: 10,247 shares; 2023Q3: 10,986 shares; 2023Q4: 11,594 shares 11,594 $4.47M 0.06% +608 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,019 shares; 2022Q3: 21,142 shares; 2022Q4: 23,554 shares; 2023Q1: 22,513 shares; 2023Q2: 22,501 shares; 2023Q3: 24,417 shares; 2023Q4: 24,823 shares 24,823 $4.45M 0.06% +406 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 45,931 shares; 2022Q3: 64,378 shares; 2022Q4: 52,545 shares; 2023Q1: 50,786 shares; 2023Q2: 47,647 shares; 2023Q3: 45,269 shares; 2023Q4: 33,824 shares 33,824 $4.43M 0.06% -11,445 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,250 shares; 2022Q3: 13,727 shares; 2022Q4: 63,882 shares; 2023Q1: 29,350 shares; 2023Q2: 64,234 shares; 2023Q3: 65,404 shares; 2023Q4: 57,080 shares 57,080 $4.42M 0.06% -8,324 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,864 shares; 2022Q3: 11,623 shares; 2022Q4: 40,401 shares; 2023Q1: 29,991 shares; 2023Q2: 30,048 shares; 2023Q3: 17,772 shares; 2023Q4: 18,957 shares 18,957 $4.39M 0.06% +1,185 Timeline XISE 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,422 shares; 2023Q4: 142,398 shares 142,398 $4.38M 0.06% +120,976 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 41,254 shares 41,254 $4.36M 0.06% new 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; 2022Q1: restricted; 2022Q2: 14,317 shares; 2022Q3: 21,976 shares; 2022Q4: 16,849 shares; 2023Q1: 16,737 shares; 2023Q2: 20,605 shares; 2023Q3: 21,941 shares; 2023Q4: 18,700 shares 18,700 $4.36M 0.06% -3,241 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 19,741 shares; 2022Q3: 19,657 shares; 2022Q4: 25,945 shares; 2023Q1: 23,669 shares; 2023Q2: 23,452 shares; 2023Q3: 29,435 shares; 2023Q4: 32,151 shares 32,151 $4.28M 0.06% +2,716 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; 2022Q1: restricted; 2022Q2: 78,191 shares; 2022Q3: 78,687 shares; 2022Q4: 71,892 shares; 2023Q1: 78,086 shares; 2023Q2: 43,564 shares; 2023Q3: 40,866 shares; 2023Q4: 87,974 shares 87,974 $4.25M 0.06% +47,108 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 68,509 shares; 2022Q3: 48,921 shares; 2022Q4: 27,360 shares; 2023Q1: 58,242 shares; 2023Q2: 56,182 shares; 2023Q3: 68,301 shares; 2023Q4: 60,588 shares 60,588 $4.24M 0.06% -7,713 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 39,489 shares; 2022Q3: 41,841 shares; 2022Q4: 59,365 shares; 2023Q1: 66,596 shares; 2023Q2: 67,199 shares; 2023Q3: 56,106 shares; 2023Q4: 51,413 shares 51,413 $4.24M 0.06% -4,693 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 326,276 shares; 2022Q3: 246,974 shares; 2022Q4: 196,861 shares; 2023Q1: 162,906 shares; 2023Q2: 151,301 shares; 2023Q3: 143,167 shares; 2023Q4: 137,996 shares 137,996 $4.22M 0.06% -5,171 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 8,088 shares; 2022Q4: 120,132 shares; 2023Q1: 118,615 shares; 2023Q2: 119,342 shares; 2023Q3: 115,734 shares; 2023Q4: 115,969 shares 115,969 $4.22M 0.06% +235 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 82,326 shares; 2022Q3: 82,595 shares; 2022Q4: 14,303 shares; 2023Q1: 14,973 shares; 2023Q2: 25,555 shares; 2023Q3: 162,996 shares; 2023Q4: 162,736 shares 162,736 $4.21M 0.06% -260 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 205,524 shares; 2022Q3: 201,356 shares; 2022Q4: 194,273 shares; 2023Q1: 189,119 shares; 2023Q2: 179,294 shares; 2023Q3: 173,391 shares; 2023Q4: 220,736 shares 220,736 $4.2M 0.06% +47,345 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 48,695 shares; 2022Q3: 37,042 shares; 2022Q4: 46,928 shares; 2023Q1: 50,102 shares; 2023Q2: 65,256 shares; 2023Q3: 83,326 shares; 2023Q4: 96,582 shares 96,582 $4.18M 0.06% +13,256 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,016 shares; 2022Q3: 7,902 shares; 2022Q4: 7,842 shares; 2023Q1: 10,674 shares; 2023Q2: 11,589 shares; 2023Q3: 14,694 shares; 2023Q4: 15,171 shares 15,171 $4.15M 0.06% +477 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; 2022Q1: restricted; 2022Q2: 33,843 shares; 2022Q3: 34,667 shares; 2022Q4: 33,060 shares; 2023Q1: 60,605 shares; 2023Q2: 60,457 shares; 2023Q3: 61,415 shares; 2023Q4: 41,426 shares 41,426 $4.11M 0.06% -19,989 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,757 shares; 2022Q3: 9,826 shares; 2022Q4: 7,853 shares; 2023Q1: 15,594 shares; 2023Q2: 26,495 shares; 2023Q3: 39,199 shares; 2023Q4: 40,371 shares 40,371 $4.11M 0.06% +1,172 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 65,181 shares; 2022Q3: 75,452 shares; 2022Q4: 598,142 shares; 2023Q1: 625,555 shares; 2023Q2: 660,922 shares; 2023Q3: 728,991 shares; 2023Q4: 483,617 shares 483,617 $4.1M 0.06% -245,374 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; 2022Q1: restricted; 2022Q2: 10,806 shares; 2022Q3: 9,450 shares; 2022Q4: 13,505 shares; 2023Q1: 28,471 shares; 2023Q2: 35,863 shares; 2023Q3: 40,582 shares; 2023Q4: 52,396 shares 52,396 $4.09M 0.06% +11,814 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,383 shares; 2022Q3: 13,629 shares; 2022Q4: 13,728 shares; 2023Q1: 14,029 shares; 2023Q2: 14,708 shares; 2023Q3: 15,562 shares; 2023Q4: 15,520 shares 15,520 $4.07M 0.06% -42 Timeline QSPT 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; 2022Q1: restricted; 2022Q2: 66,252 shares; 2022Q3: 141,628 shares; 2022Q4: 119,486 shares; 2023Q1: 25,588 shares; 2023Q2: 28,687 shares; 2023Q3: 16,416 shares; 2023Q4: 170,881 shares 170,881 $4.07M 0.06% +154,465 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; 2022Q1: restricted; 2022Q2: 27,225 shares; 2022Q3: 24,627 shares; 2022Q4: 44,502 shares; 2023Q1: 47,193 shares; 2023Q2: 50,174 shares; 2023Q3: 61,185 shares; 2023Q4: 77,618 shares 77,618 $4.05M 0.06% +16,433 Timeline CGSD 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 15,631 shares; 2023Q2: 156,607 shares; 2023Q3: 155,466 shares; 2023Q4: 157,705 shares 157,705 $4.01M 0.06% +2,239 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,305 shares; 2022Q3: 1,781 shares; 2022Q4: 2,830 shares; 2023Q1: 2,788 shares; 2023Q2: 2,858 shares; 2023Q3: 3,403 shares; 2023Q4: 5,296 shares 5,296 $4.01M 0.06% +1,893 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 75,718 shares; 2022Q3: 74,675 shares; 2022Q4: 142,781 shares; 2023Q1: 143,703 shares; 2023Q2: 134,540 shares; 2023Q3: 95,813 shares; 2023Q4: 113,765 shares 113,765 $3.99M 0.06% +17,952 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; 2022Q1: restricted; 2022Q2: 13,267 shares; 2022Q3: 29,031 shares; 2022Q4: 29,031 shares; 2023Q1: 19,368 shares; 2023Q2: 17,164 shares; 2023Q3: 70,667 shares; 2023Q4: 109,888 shares 109,888 $3.98M 0.06% +39,221 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 45,352 shares; 2022Q3: 45,577 shares; 2022Q4: 47,067 shares; 2023Q1: 48,501 shares; 2023Q2: 76,658 shares; 2023Q3: 77,263 shares; 2023Q4: 80,286 shares 80,286 $3.96M 0.05% +3,023 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,359 shares; 2022Q3: 42,804 shares; 2022Q4: 24,456 shares; 2023Q1: 23,181 shares; 2023Q2: 22,991 shares; 2023Q3: 24,907 shares; 2023Q4: 24,340 shares 24,340 $3.94M 0.05% -567 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; 2022Q1: restricted; 2022Q2: 35,642 shares; 2022Q3: 33,541 shares; 2022Q4: 53,048 shares; 2023Q1: 98,232 shares; 2023Q2: 112,957 shares; 2023Q3: 99,457 shares; 2023Q4: 132,281 shares 132,281 $3.94M 0.05% +32,824 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; 2022Q1: restricted; 2022Q2: 21,961 shares; 2022Q3: 22,823 shares; 2022Q4: 30,536 shares; 2023Q1: 32,473 shares; 2023Q2: 35,468 shares; 2023Q3: 41,006 shares; 2023Q4: 46,240 shares 46,240 $3.92M 0.05% +5,234 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 243,430 shares; 2022Q3: 235,119 shares; 2022Q4: 271,434 shares; 2023Q1: 224,436 shares; 2023Q2: 232,039 shares; 2023Q3: 252,090 shares; 2023Q4: 281,272 shares 281,272 $3.88M 0.05% +29,182 Timeline KBWB 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; 2022Q1: restricted; 2022Q2: 73,909 shares; 2022Q3: 75,465 shares; 2022Q4: 78,870 shares; 2023Q1: 81,682 shares; 2023Q2: 75,664 shares; 2023Q3: 79,960 shares; 2023Q4: 78,235 shares 78,235 $3.85M 0.05% -1,725 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 38,828 shares; 2022Q3: 35,424 shares; 2022Q4: 54,683 shares; 2023Q1: 47,851 shares; 2023Q2: 47,672 shares; 2023Q3: 72,916 shares; 2023Q4: 74,416 shares 74,416 $3.83M 0.05% +1,500 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 134,366 shares; 2022Q3: 132,003 shares; 2022Q4: 131,868 shares; 2023Q1: 131,845 shares; 2023Q2: 138,937 shares; 2023Q3: 146,878 shares; 2023Q4: 156,852 shares 156,852 $3.82M 0.05% +9,974 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 85,383 shares; 2022Q3: 99,250 shares; 2022Q4: 124,374 shares; 2023Q1: 93,079 shares; 2023Q2: 112,245 shares; 2023Q3: 95,484 shares; 2023Q4: 88,291 shares 88,291 $3.81M 0.05% -7,193 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; 2022Q1: restricted; 2022Q2: 21,223 shares; 2022Q3: 24,384 shares; 2022Q4: 30,646 shares; 2023Q1: 34,055 shares; 2023Q2: 34,819 shares; 2023Q3: 64,870 shares; 2023Q4: 79,962 shares 79,962 $3.78M 0.05% +15,092 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 63,047 shares; 2022Q3: 60,621 shares; 2022Q4: 76,179 shares; 2023Q1: 87,475 shares; 2023Q2: 80,369 shares; 2023Q3: 79,724 shares; 2023Q4: 76,495 shares 76,495 $3.77M 0.05% -3,229 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; 2022Q1: restricted; 2022Q2: 42,835 shares; 2022Q3: 40,234 shares; 2022Q4: 60,242 shares; 2023Q1: 58,823 shares; 2023Q2: 58,518 shares; 2023Q3: 106,882 shares; 2023Q4: 80,939 shares 80,939 $3.73M 0.05% -25,943 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 691,147 shares; 2022Q3: 464,749 shares; 2022Q4: 379,553 shares; 2023Q1: 269,498 shares; 2023Q2: 235,395 shares; 2023Q3: 219,642 shares; 2023Q4: 174,297 shares 174,297 $3.71M 0.05% -45,345 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,707 shares; 2022Q3: 1,754 shares; 2022Q4: 1,730 shares; 2023Q1: 2,572 shares; 2023Q2: 4,942 shares; 2023Q3: 5,439 shares; 2023Q4: 6,404 shares 6,404 $3.69M 0.05% +965 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 56,893 shares; 2022Q3: 57,816 shares; 2022Q4: 77,042 shares; 2023Q1: 41,015 shares; 2023Q2: 42,320 shares; 2023Q3: 43,504 shares; 2023Q4: 43,437 shares 43,437 $3.66M 0.05% -67 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 307,273 shares; 2022Q3: 303,099 shares; 2022Q4: 331,882 shares; 2023Q1: 321,894 shares; 2023Q2: 306,558 shares; 2023Q3: 275,786 shares; 2023Q4: 281,461 shares 281,461 $3.63M 0.05% +5,675 Timeline FTHI 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 32,808 shares; 2022Q4: 82,636 shares; 2023Q1: 76,133 shares; 2023Q2: 89,167 shares; 2023Q3: 159,366 shares; 2023Q4: 169,186 shares 169,186 $3.61M 0.05% +9,820 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,378 shares; 2022Q3: 53,904 shares; 2022Q4: 34,512 shares; 2023Q1: 35,840 shares; 2023Q2: 25,623 shares; 2023Q3: 25,385 shares; 2023Q4: 25,120 shares 25,120 $3.58M 0.05% -265 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,023 shares; 2022Q3: 10,422 shares; 2022Q4: 9,968 shares; 2023Q1: 7,053 shares; 2023Q2: 6,563 shares; 2023Q3: 6,543 shares; 2023Q4: 7,967 shares 7,967 $3.57M 0.05% +1,424 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; 2022Q1: restricted; 2022Q2: 65,680 shares; 2022Q3: 83,420 shares; 2022Q4: 86,563 shares; 2023Q1: 83,266 shares; 2023Q2: 83,282 shares; 2023Q3: 81,249 shares; 2023Q4: 45,665 shares 45,665 $3.53M 0.05% -35,584 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 51,061 shares; 2022Q3: 52,179 shares; 2022Q4: 32,634 shares; 2023Q1: 32,933 shares; 2023Q2: 29,946 shares; 2023Q3: 29,967 shares; 2023Q4: 30,157 shares 30,157 $3.51M 0.05% +190 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; 2022Q1: restricted; 2022Q2: 20,283 shares; 2022Q3: 18,733 shares; 2022Q4: 24,829 shares; 2023Q1: 31,458 shares; 2023Q2: 83,583 shares; 2023Q3: 87,858 shares; 2023Q4: 122,072 shares 122,072 $3.51M 0.05% +34,214 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; 2022Q1: restricted; 2022Q2: 5,583 shares; 2022Q3: 4,706 shares; 2022Q4: 27,652 shares; 2023Q1: 28,071 shares; 2023Q2: 42,716 shares; 2023Q3: 35,657 shares; 2023Q4: 47,087 shares 47,087 $3.51M 0.05% +11,430 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 316,177 shares; 2022Q3: 342,243 shares; 2022Q4: 349,374 shares; 2023Q1: 341,756 shares; 2023Q2: 254,930 shares; 2023Q3: 239,197 shares; 2023Q4: 223,301 shares 223,301 $3.48M 0.05% -15,896 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,024 shares; 2022Q3: 8,009 shares; 2022Q4: 9,019 shares; 2023Q1: 6,943 shares; 2023Q2: 7,155 shares; 2023Q3: 6,954 shares; 2023Q4: 8,522 shares 8,522 $3.47M 0.05% +1,568 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; 2022Q1: restricted; 2022Q2: 19,967 shares; 2022Q3: 19,984 shares; 2022Q4: 17,870 shares; 2023Q1: 18,371 shares; 2023Q2: 21,449 shares; 2023Q3: 21,258 shares; 2023Q4: 20,588 shares 20,588 $3.46M 0.05% -670 Timeline GJUL 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 73,261 shares; 2023Q4: 107,679 shares 107,679 $3.45M 0.05% +34,418 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 98,047 shares; 2022Q3: 160,423 shares; 2022Q4: 159,272 shares; 2023Q1: 167,180 shares; 2023Q2: 167,596 shares; 2023Q3: 178,315 shares; 2023Q4: 191,800 shares 191,800 $3.44M 0.05% +13,485 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; 2022Q1: restricted; 2022Q2: 89,889 shares; 2022Q3: 90,532 shares; 2022Q4: 88,120 shares; 2023Q1: 84,437 shares; 2023Q2: 81,464 shares; 2023Q3: 80,624 shares; 2023Q4: 67,493 shares 67,493 $3.44M 0.05% -13,131 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 26,890 shares; 2022Q3: 28,629 shares; 2022Q4: 31,701 shares; 2023Q1: 9,968 shares; 2023Q2: 144,918 shares; 2023Q3: 143,010 shares; 2023Q4: 132,650 shares 132,650 $3.41M 0.05% -10,360 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; 2022Q1: restricted; 2022Q2: 316,471 shares; 2022Q3: 329,542 shares; 2022Q4: 267,611 shares; 2023Q1: 290,997 shares; 2023Q2: 287,042 shares; 2023Q3: 301,458 shares; 2023Q4: 291,436 shares 291,436 $3.38M 0.05% -10,022 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; 2022Q1: restricted; 2022Q2: 12,410 shares; 2022Q3: 26,984 shares; 2022Q4: 17,540 shares; 2023Q1: 25,502 shares; 2023Q2: 17,741 shares; 2023Q3: 17,557 shares; 2023Q4: 17,989 shares 17,989 $3.37M 0.05% +432 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 70,562 shares; 2022Q3: 68,988 shares; 2022Q4: 61,510 shares; 2023Q1: 87,242 shares; 2023Q2: 107,683 shares; 2023Q3: 93,652 shares; 2023Q4: 102,957 shares 102,957 $3.37M 0.05% +9,305 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,742 shares; 2022Q3: 5,610 shares; 2022Q4: 8,544 shares; 2023Q1: 8,792 shares; 2023Q2: 9,040 shares; 2023Q3: 14,410 shares; 2023Q4: 14,833 shares 14,833 $3.35M 0.05% +423 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 61,668 shares; 2022Q3: 60,790 shares; 2022Q4: 73,164 shares; 2023Q1: 75,004 shares; 2023Q2: 77,566 shares; 2023Q3: 86,442 shares; 2023Q4: 91,793 shares 91,793 $3.32M 0.05% +5,351 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; 2022Q1: restricted; 2022Q2: 9,665 shares; 2022Q3: 9,826 shares; 2022Q4: 14,237 shares; 2023Q1: 12,419 shares; 2023Q2: 13,411 shares; 2023Q3: 9,963 shares; 2023Q4: 12,771 shares 12,771 $3.31M 0.05% +2,808 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 205,384 shares; 2022Q3: 220,679 shares; 2022Q4: 233,554 shares; 2023Q1: 240,044 shares; 2023Q2: 245,811 shares; 2023Q3: 254,537 shares; 2023Q4: 252,496 shares 252,496 $3.28M 0.05% -2,041 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,195 shares; 2022Q3: 14,195 shares; 2022Q4: 14,205 shares; 2023Q1: 14,212 shares; 2023Q2: 14,212 shares; 2023Q3: 15,032 shares; 2023Q4: 15,035 shares 15,035 $3.27M 0.05% +3 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 55,920 shares; 2023Q1: 72,802 shares; 2023Q2: 70,289 shares; 2023Q3: 61,519 shares; 2023Q4: 85,250 shares 85,250 $3.26M 0.05% +23,731 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,974 shares; 2022Q3: 9,426 shares; 2022Q4: 12,185 shares; 2023Q1: 12,589 shares; 2023Q2: 12,737 shares; 2023Q3: 13,787 shares; 2023Q4: 16,334 shares 16,334 $3.25M 0.05% +2,547 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,020 shares; 2022Q3: 13,525 shares; 2022Q4: 15,800 shares; 2023Q1: 17,617 shares; 2023Q2: 18,395 shares; 2023Q3: 14,324 shares; 2023Q4: 15,398 shares 15,398 $3.24M 0.04% +1,074 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,830 shares; 2022Q3: 31,772 shares; 2022Q4: 104,540 shares; 2023Q1: 119,590 shares; 2023Q2: 160,312 shares; 2023Q3: 108,188 shares; 2023Q4: 29,442 shares 29,442 $3.24M 0.04% -78,746 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,316 shares; 2023Q2: 6,388 shares; 2023Q3: 6,997 shares; 2023Q4: 7,844 shares 7,844 $3.22M 0.04% +847 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,316 shares; 2023Q1: 8,254 shares; 2023Q2: 12,235 shares; 2023Q3: 19,574 shares; 2023Q4: 30,771 shares 30,771 $3.18M 0.04% +11,197 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,445 shares; 2022Q3: 39,423 shares; 2022Q4: 38,570 shares; 2023Q1: 38,170 shares; 2023Q2: 39,755 shares; 2023Q3: 42,049 shares; 2023Q4: 41,759 shares 41,759 $3.18M 0.04% -290 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 20,404 shares; 2022Q4: 67,174 shares; 2023Q1: 69,670 shares; 2023Q2: 70,322 shares; 2023Q3: 108,633 shares; 2023Q4: 109,545 shares 109,545 $3.18M 0.04% +912 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,574 shares; 2022Q3: 32,072 shares; 2022Q4: 30,491 shares; 2023Q1: 29,869 shares; 2023Q2: 34,270 shares; 2023Q3: 32,058 shares; 2023Q4: 31,516 shares 31,516 $3.16M 0.04% -542 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,362 shares; 2022Q3: 11,735 shares; 2022Q4: 14,855 shares; 2023Q1: 16,441 shares; 2023Q2: 18,335 shares; 2023Q3: 18,812 shares; 2023Q4: 20,371 shares 20,371 $3.15M 0.04% +1,559 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 44,669 shares; 2022Q3: 41,970 shares; 2022Q4: 38,358 shares; 2023Q1: 38,581 shares; 2023Q2: 37,266 shares; 2023Q3: 37,310 shares; 2023Q4: 36,745 shares 36,745 $3.14M 0.04% -565 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,819 shares; 2022Q3: 2,739 shares; 2022Q4: 3,640 shares; 2023Q1: 3,728 shares; 2023Q2: 3,767 shares; 2023Q3: 6,063 shares; 2023Q4: 5,997 shares 5,997 $3.09M 0.04% -66 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; 2022Q1: restricted; 2022Q2: 14,806 shares; 2022Q3: 15,049 shares; 2022Q4: 22,439 shares; 2023Q1: 23,261 shares; 2023Q2: 23,765 shares; 2023Q3: 21,041 shares; 2023Q4: 21,261 shares 21,261 $3.08M 0.04% +220 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; 2022Q1: restricted; 2022Q2: 15,966 shares; 2022Q3: 21,543 shares; 2022Q4: 28,738 shares; 2023Q1: 22,278 shares; 2023Q2: 20,995 shares; 2023Q3: 34,986 shares; 2023Q4: 26,096 shares 26,096 $3.06M 0.04% -8,890 Timeline XSEP 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17,180 shares; 2023Q4: 84,952 shares 84,952 $3.05M 0.04% +67,772 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 26,936 shares; 2022Q3: 85,620 shares; 2022Q4: 91,190 shares; 2023Q1: 89,805 shares; 2023Q2: 78,025 shares; 2023Q3: 85,393 shares; 2023Q4: 87,561 shares 87,561 $3.04M 0.04% +2,168 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 80,663 shares; 2022Q3: 80,612 shares; 2022Q4: 60,117 shares; 2023Q1: 56,438 shares; 2023Q2: 47,256 shares; 2023Q3: 46,692 shares; 2023Q4: 46,119 shares 46,119 $3.03M 0.04% -573 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 390,017 shares; 2022Q3: 455,479 shares; 2022Q4: 459,975 shares; 2023Q1: 377,145 shares; 2023Q2: 237,719 shares; 2023Q3: 247,207 shares; 2023Q4: 247,866 shares 247,866 $3.02M 0.04% +659 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 108,367 shares; 2022Q3: 113,489 shares; 2022Q4: 123,603 shares; 2023Q1: 130,772 shares; 2023Q2: 124,260 shares; 2023Q3: 117,410 shares; 2023Q4: 104,494 shares 104,494 $3.02M 0.04% -12,916 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,259 shares; 2022Q3: 11,413 shares; 2022Q4: 6,968 shares; 2023Q1: 7,069 shares; 2023Q2: 6,274 shares; 2023Q3: 6,643 shares; 2023Q4: 76,853 shares 76,853 $3.01M 0.04% +70,210 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 41,979 shares; 2022Q3: 36,143 shares; 2022Q4: 21,677 shares; 2023Q1: 17,517 shares; 2023Q2: 14,794 shares; 2023Q3: 14,749 shares; 2023Q4: 29,121 shares 29,121 $3M 0.04% +14,372 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; 2022Q1: restricted; 2022Q2: 57,474 shares; 2022Q3: 41,394 shares; 2022Q4: 40,589 shares; 2023Q1: 41,132 shares; 2023Q2: 67,947 shares; 2023Q3: 67,343 shares; 2023Q4: 67,412 shares 67,412 $2.98M 0.04% +69 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 72,005 shares; 2022Q3: 113,095 shares; 2022Q4: 107,275 shares; 2023Q1: 107,988 shares; 2023Q2: 114,458 shares; 2023Q3: 91,852 shares; 2023Q4: 90,038 shares 90,038 $2.96M 0.04% -1,814 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 51,571 shares; 2023Q1: 49,449 shares; 2023Q2: 51,972 shares; 2023Q3: 50,665 shares; 2023Q4: 49,699 shares 49,699 $2.96M 0.04% -966 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,137 shares; 2022Q3: 30,044 shares; 2022Q4: 25,101 shares; 2023Q1: 25,145 shares; 2023Q2: 19,613 shares; 2023Q3: 20,018 shares; 2023Q4: 43,774 shares 43,774 $2.95M 0.04% +23,756 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,699 shares; 2022Q3: 6,333 shares; 2022Q4: 12,213 shares; 2023Q1: 12,249 shares; 2023Q2: 12,765 shares; 2023Q3: 12,366 shares; 2023Q4: 14,783 shares 14,783 $2.92M 0.04% +2,417 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,514 shares; 2022Q3: 2,173 shares; 2022Q4: 2,166 shares; 2023Q1: 2,228 shares; 2023Q2: 5,122 shares; 2023Q3: 5,300 shares; 2023Q4: 5,350 shares 5,350 $2.92M 0.04% +50 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; 2022Q1: restricted; 2022Q2: 11,734 shares; 2022Q3: 8,869 shares; 2022Q4: 47,871 shares; 2023Q1: 46,361 shares; 2023Q2: 41,286 shares; 2023Q3: 33,630 shares; 2023Q4: 74,762 shares 74,762 $2.91M 0.04% +41,132 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; 2022Q1: restricted; 2022Q2: 44,231 shares; 2022Q3: 41,677 shares; 2022Q4: 36,291 shares; 2023Q1: 35,381 shares; 2023Q2: 37,160 shares; 2023Q3: 34,058 shares; 2023Q4: 30,227 shares 30,227 $2.9M 0.04% -3,831 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,842 shares; 2022Q3: 9,766 shares; 2022Q4: 10,326 shares; 2023Q1: 8,440 shares; 2023Q2: 8,279 shares; 2023Q3: 9,471 shares; 2023Q4: 9,668 shares 9,668 $2.9M 0.04% +197 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 9,206 shares; 2022Q4: 12,716 shares; 2023Q1: 20,714 shares; 2023Q2: 25,178 shares; 2023Q3: 25,886 shares; 2023Q4: 36,363 shares 36,363 $2.89M 0.04% +10,477 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 17,564 shares; 2023Q1: 17,564 shares; 2023Q2: 49,832 shares; 2023Q3: 77,378 shares; 2023Q4: 111,155 shares 111,155 $2.86M 0.04% +33,777 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,754 shares; 2022Q3: 22,031 shares; 2022Q4: 17,288 shares; 2023Q1: 17,909 shares; 2023Q2: 15,759 shares; 2023Q3: 9,941 shares; 2023Q4: 11,273 shares 11,273 $2.85M 0.04% +1,332 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; 2022Q1: restricted; 2022Q2: 108,778 shares; 2022Q3: 107,548 shares; 2022Q4: 63,987 shares; 2023Q1: 58,302 shares; 2023Q2: 56,979 shares; 2023Q3: 60,920 shares; 2023Q4: 86,595 shares 86,595 $2.84M 0.04% +25,675 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; 2022Q1: restricted; 2022Q2: 13,001 shares; 2022Q3: 13,666 shares; 2022Q4: 11,720 shares; 2023Q1: 7,288 shares; 2023Q2: 7,384 shares; 2023Q3: 9,306 shares; 2023Q4: 10,927 shares 10,927 $2.84M 0.04% +1,621 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,867 shares; 2022Q3: 6,104 shares; 2022Q4: 4,367 shares; 2023Q1: 4,060 shares; 2023Q2: 4,204 shares; 2023Q3: 4,591 shares; 2023Q4: 5,963 shares 5,963 $2.81M 0.04% +1,372 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; 2022Q1: restricted; 2022Q2: 9,682 shares; 2022Q3: 9,646 shares; 2022Q4: 10,928 shares; 2023Q1: 15,214 shares; 2023Q2: 48,322 shares; 2023Q3: 88,362 shares; 2023Q4: 113,494 shares 113,494 $2.81M 0.04% +25,132 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,470 shares; 2022Q3: 45,039 shares; 2022Q4: 51,877 shares; 2023Q1: 36,682 shares; 2023Q2: 38,314 shares; 2023Q3: 40,793 shares; 2023Q4: 43,772 shares 43,772 $2.81M 0.04% +2,979 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; 2022Q1: restricted; 2022Q2: 14,149 shares; 2022Q3: 14,434 shares; 2022Q4: 14,365 shares; 2023Q1: 28,848 shares; 2023Q2: 29,027 shares; 2023Q3: 29,291 shares; 2023Q4: 29,658 shares 29,658 $2.79M 0.04% +367 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 69,425 shares; 2023Q1: 74,491 shares; 2023Q2: 69,203 shares; 2023Q3: 75,824 shares; 2023Q4: 84,214 shares 84,214 $2.76M 0.04% +8,390 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,043 shares; 2023Q3: 67,841 shares; 2023Q4: 60,215 shares 60,215 $2.76M 0.04% -7,626 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; 2022Q1: restricted; 2022Q2: 116,345 shares; 2022Q3: 113,253 shares; 2022Q4: 138,466 shares; 2023Q1: 87,458 shares; 2023Q2: 77,822 shares; 2023Q3: 55,421 shares; 2023Q4: 70,242 shares 70,242 $2.74M 0.04% +14,821 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 19,398 shares; 2022Q3: 12,881 shares; 2022Q4: 16,957 shares; 2023Q1: 15,913 shares; 2023Q2: 17,221 shares; 2023Q3: 17,976 shares; 2023Q4: 22,977 shares 22,977 $2.74M 0.04% +5,001 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3 shares; 2022Q3: 10 shares; 2022Q4: 6 shares; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares 5 $2.71M 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,587 shares; 2022Q3: 15,182 shares; 2022Q4: 10,876 shares; 2023Q1: 9,867 shares; 2023Q2: 10,192 shares; 2023Q3: 10,998 shares; 2023Q4: 11,102 shares 11,102 $2.71M 0.04% +104 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; 2022Q1: restricted; 2022Q2: 13,963 shares; 2022Q3: 14,065 shares; 2022Q4: 18,408 shares; 2023Q1: 17,900 shares; 2023Q2: 16,998 shares; 2023Q3: 16,673 shares; 2023Q4: 16,410 shares 16,410 $2.7M 0.04% -263 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,608 shares; 2023Q1: 5,403 shares; 2023Q2: 4,797 shares; 2023Q3: 30,396 shares; 2023Q4: 29,985 shares 29,985 $2.69M 0.04% -411 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,519 shares; 2022Q3: 16,102 shares; 2022Q4: 9,206 shares; 2023Q1: 8,679 shares; 2023Q2: 8,449 shares; 2023Q3: 8,936 shares; 2023Q4: 9,780 shares 9,780 $2.68M 0.04% +844 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,220 shares; 2022Q3: 2,987 shares; 2022Q4: 3,377 shares; 2023Q1: 2,895 shares; 2023Q2: 3,069 shares; 2023Q3: 3,247 shares; 2023Q4: 3,408 shares 3,408 $2.67M 0.04% +161 FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 32,318 shares; 2022Q3: 32,614 shares; 2022Q4: 47,952 shares; 2023Q1: 46,488 shares; 2023Q2: 41,065 shares; 2023Q3: 38,437 shares; 2023Q4: 37,591 shares 37,591 $2.66M 0.04% -846 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,007 shares; 2022Q3: 2,502 shares; 2022Q4: 3,704 shares; 2023Q1: 4,753 shares; 2023Q2: 4,259 shares; 2023Q3: 4,610 shares; 2023Q4: 7,005 shares 7,005 $2.66M 0.04% +2,395 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 38,405 shares; 2022Q3: 56,224 shares; 2022Q4: 62,123 shares; 2023Q1: 61,535 shares; 2023Q2: 59,369 shares; 2023Q3: 60,986 shares; 2023Q4: 68,902 shares 68,902 $2.65M 0.04% +7,916 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; 2022Q1: restricted; 2022Q2: 59,026 shares; 2022Q3: 34,020 shares; 2022Q4: 25,038 shares; 2023Q1: 20,710 shares; 2023Q2: 17,219 shares; 2023Q3: 17,482 shares; 2023Q4: 29,863 shares 29,863 $2.65M 0.04% +12,381 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; 2022Q1: restricted; 2022Q2: 25,077 shares; 2022Q3: 28,027 shares; 2022Q4: 27,760 shares; 2023Q1: 27,517 shares; 2023Q2: 82,643 shares; 2023Q3: 77,090 shares; 2023Q4: 113,021 shares 113,021 $2.64M 0.04% +35,931 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 33,980 shares; 2022Q3: 32,744 shares; 2022Q4: 41,898 shares; 2023Q1: 44,186 shares; 2023Q2: 41,349 shares; 2023Q3: 39,433 shares; 2023Q4: 45,318 shares 45,318 $2.6M 0.04% +5,885 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 60,957 shares; 2022Q3: 134,988 shares; 2022Q4: 78,042 shares; 2023Q1: 76,860 shares; 2023Q2: 72,568 shares; 2023Q3: 73,429 shares; 2023Q4: 73,107 shares 73,107 $2.59M 0.04% -322 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; 2022Q1: restricted; 2022Q2: 2,561 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3,844 shares; 2023Q2: 6,848 shares; 2023Q3: 13,043 shares; 2023Q4: 17,778 shares 17,778 $2.55M 0.04% +4,735 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 19,268 shares; 2022Q3: 20,827 shares; 2022Q4: 25,831 shares; 2023Q1: 26,359 shares; 2023Q2: 22,778 shares; 2023Q3: 24,632 shares; 2023Q4: 24,417 shares 24,417 $2.55M 0.04% -215 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,431 shares; 2022Q3: 17,449 shares; 2022Q4: 26,610 shares; 2023Q1: 36,392 shares; 2023Q2: 34,366 shares; 2023Q3: 28,765 shares; 2023Q4: 30,985 shares 30,985 $2.51M 0.03% +2,220 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,204 shares; 2022Q3: 9,683 shares; 2022Q4: 14,191 shares; 2023Q1: 15,803 shares; 2023Q2: 15,381 shares; 2023Q3: 17,397 shares; 2023Q4: 16,876 shares 16,876 $2.5M 0.03% -521 Timeline SPHD 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; 2022Q1: restricted; 2022Q2: 189,604 shares; 2022Q3: 267,319 shares; 2022Q4: 292,285 shares; 2023Q1: 163,511 shares; 2023Q2: 140,230 shares; 2023Q3: 62,783 shares; 2023Q4: 58,845 shares 58,845 $2.5M 0.03% -3,938 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,452 shares; 2022Q3: 22,148 shares; 2022Q4: 53,000 shares; 2023Q1: 54,593 shares; 2023Q2: 57,397 shares; 2023Q3: 61,328 shares; 2023Q4: 61,889 shares 61,889 $2.49M 0.03% +561 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 19,627 shares; 2022Q3: 19,643 shares; 2022Q4: 19,369 shares; 2023Q1: 19,360 shares; 2023Q2: 20,221 shares; 2023Q3: 21,409 shares; 2023Q4: 21,412 shares 21,412 $2.48M 0.03% +3 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,862 shares; 2022Q3: 19,857 shares; 2022Q4: 20,129 shares; 2023Q1: 21,243 shares; 2023Q2: 28,932 shares; 2023Q3: 36,583 shares; 2023Q4: 36,962 shares 36,962 $2.48M 0.03% +379 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,492 shares; 2023Q2: 127,892 shares; 2023Q3: 135,752 shares; 2023Q4: 125,573 shares 125,573 $2.48M 0.03% -10,179 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 34,679 shares; 2022Q3: 69,128 shares; 2022Q4: 101,438 shares; 2023Q1: 55,157 shares; 2023Q2: 56,433 shares; 2023Q3: 57,660 shares; 2023Q4: 88,440 shares 88,440 $2.48M 0.03% +30,780 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,668 shares; 2022Q3: 21,893 shares; 2022Q4: 49,239 shares; 2023Q1: 37,529 shares; 2023Q2: 34,826 shares; 2023Q3: 33,227 shares; 2023Q4: 23,463 shares 23,463 $2.47M 0.03% -9,764 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 28,703 shares; 2022Q3: 60,772 shares; 2022Q4: 37,238 shares; 2023Q1: 34,656 shares; 2023Q2: 26,897 shares; 2023Q3: 27,179 shares; 2023Q4: 30,440 shares 30,440 $2.47M 0.03% +3,261 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,546 shares; 2023Q1: 7,255 shares; 2023Q2: 7,778 shares; 2023Q3: 23,550 shares; 2023Q4: 25,297 shares 25,297 $2.46M 0.03% +1,747 Timeline PPA 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; 2022Q1: restricted; 2022Q2: 4,763 shares; 2022Q3: 5,706 shares; 2022Q4: 6,065 shares; 2023Q1: 5,711 shares; 2023Q2: 14,190 shares; 2023Q3: 17,058 shares; 2023Q4: 26,668 shares 26,668 $2.46M 0.03% +9,610 Timeline XLG 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; 2022Q1: restricted; 2022Q2: 19,956 shares; 2022Q3: 12,964 shares; 2022Q4: 10,542 shares; 2023Q1: 9,960 shares; 2023Q2: 8,211 shares; 2023Q3: 67,100 shares; 2023Q4: 63,999 shares 63,999 $2.41M 0.03% -3,101 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,425 shares; 2022Q3: 2,381 shares; 2022Q4: 4,340 shares; 2023Q1: 4,343 shares; 2023Q2: 6,714 shares; 2023Q3: 4,680 shares; 2023Q4: 7,152 shares 7,152 $2.41M 0.03% +2,472 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,358 shares; 2022Q3: 5,889 shares; 2022Q4: 8,129 shares; 2023Q1: 7,484 shares; 2023Q2: 7,411 shares; 2023Q3: 9,305 shares; 2023Q4: 9,201 shares 9,201 $2.41M 0.03% -104 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; 2022Q1: restricted; 2022Q2: 66,309 shares; 2022Q3: 69,973 shares; 2022Q4: 93,277 shares; 2023Q1: 93,072 shares; 2023Q2: 93,354 shares; 2023Q3: 59,840 shares; 2023Q4: 68,874 shares 68,874 $2.4M 0.03% +9,034 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 186 shares; 2022Q3: 181 shares; 2022Q4: 419 shares; 2023Q1: 567 shares; 2023Q2: 802 shares; 2023Q3: 759 shares; 2023Q4: 676 shares 676 $2.4M 0.03% -83 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,857 shares; 2022Q3: 6,954 shares; 2022Q4: 4,425 shares; 2023Q1: 5,337 shares; 2023Q2: 6,068 shares; 2023Q3: 11,061 shares; 2023Q4: 11,106 shares 11,106 $2.4M 0.03% +45 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,281 shares; 2022Q3: 16,279 shares; 2022Q4: 35,768 shares; 2023Q1: 16,330 shares; 2023Q2: 14,123 shares; 2023Q3: 14,122 shares; 2023Q4: 14,016 shares 14,016 $2.39M 0.03% -106 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; 2022Q1: restricted; 2022Q2: 48,550 shares; 2022Q3: 58,140 shares; 2022Q4: 88,322 shares; 2023Q1: 96,909 shares; 2023Q2: 76,353 shares; 2023Q3: 75,320 shares; 2023Q4: 92,214 shares 92,214 $2.36M 0.03% +16,894 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 51,293 shares; 2022Q3: 44,000 shares; 2022Q4: 49,474 shares; 2023Q1: 53,613 shares; 2023Q2: 57,361 shares; 2023Q3: 62,579 shares; 2023Q4: 68,064 shares 68,064 $2.36M 0.03% +5,485 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,372 shares; 2022Q3: 7,372 shares; 2022Q4: 45,616 shares; 2023Q1: 45,109 shares; 2023Q2: 68,366 shares; 2023Q3: 56,898 shares; 2023Q4: 63,410 shares 63,410 $2.34M 0.03% +6,512 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,975 shares; 2022Q3: 34,550 shares; 2022Q4: 34,550 shares; 2023Q1: 34,077 shares; 2023Q2: 69,603 shares; 2023Q3: 62,065 shares; 2023Q4: 69,835 shares 69,835 $2.33M 0.03% +7,770 Timeline FXO 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; 2022Q1: restricted; 2022Q2: 60,181 shares; 2022Q3: 60,688 shares; 2022Q4: 72,743 shares; 2023Q1: 61,407 shares; 2023Q2: 55,892 shares; 2023Q3: 53,464 shares; 2023Q4: 53,831 shares 53,831 $2.33M 0.03% +367 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,288 shares; 2022Q3: 2,061 shares; 2022Q4: 3,583 shares; 2023Q1: 4,064 shares; 2023Q2: 4,226 shares; 2023Q3: 4,568 shares; 2023Q4: 5,045 shares 5,045 $2.32M 0.03% +477 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,046 shares; 2022Q3: 4,150 shares; 2022Q4: 10,619 shares; 2023Q1: 10,708 shares; 2023Q2: 11,643 shares; 2023Q3: 12,151 shares; 2023Q4: 17,369 shares 17,369 $2.32M 0.03% +5,218 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; 2022Q1: restricted; 2022Q2: 28,068 shares; 2022Q3: 28,329 shares; 2022Q4: 38,533 shares; 2023Q1: 35,082 shares; 2023Q2: 31,302 shares; 2023Q3: 33,375 shares; 2023Q4: 63,171 shares 63,171 $2.28M 0.03% +29,796 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 50,970 shares; 2022Q3: 46,891 shares; 2022Q4: 56,073 shares; 2023Q1: 30,833 shares; 2023Q2: 56,915 shares; 2023Q3: 61,736 shares; 2023Q4: 61,770 shares 61,770 $2.28M 0.03% +34 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,459 shares; 2022Q3: 2,547 shares; 2022Q4: 20,306 shares; 2023Q1: 25,101 shares; 2023Q2: 21,710 shares; 2023Q3: 7,946 shares; 2023Q4: 7,934 shares 7,934 $2.27M 0.03% -12 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; 2022Q1: restricted; 2022Q2: 6,794 shares; 2022Q3: 5,940 shares; 2022Q4: 20,617 shares; 2023Q1: 9,926 shares; 2023Q2: 14,679 shares; 2023Q3: 19,098 shares; 2023Q4: 22,713 shares 22,713 $2.27M 0.03% +3,615 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 162,220 shares; 2022Q3: 164,936 shares; 2022Q4: 195,765 shares; 2023Q1: 195,656 shares; 2023Q2: 193,862 shares; 2023Q3: 181,032 shares; 2023Q4: 164,270 shares 164,270 $2.25M 0.03% -16,762 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,724 shares; 2023Q1: 3,872 shares; 2023Q2: 3,934 shares; 2023Q3: 6,645 shares; 2023Q4: 8,253 shares 8,253 $2.25M 0.03% +1,608 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8,479 shares; 2023Q2: not reported; 2023Q3: 18,559 shares; 2023Q4: 15,315 shares 15,315 $2.24M 0.03% -3,244 Timeline QMAR 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; 2022Q1: restricted; 2022Q2: 63,501 shares; 2022Q3: 58,382 shares; 2022Q4: 47,813 shares; 2023Q1: 82,804 shares; 2023Q2: 171,715 shares; 2023Q3: 181,113 shares; 2023Q4: 87,312 shares 87,312 $2.24M 0.03% -93,801 Timeline RSPT 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; 2022Q1: restricted; 2022Q2: 5,744 shares; 2022Q3: 5,186 shares; 2022Q4: 5,103 shares; 2023Q1: 5,673 shares; 2023Q2: 6,929 shares; 2023Q3: 63,282 shares; 2023Q4: 68,309 shares 68,309 $2.23M 0.03% +5,027 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; 2022Q1: restricted; 2022Q2: 11,996 shares; 2022Q3: 11,967 shares; 2022Q4: 25,097 shares; 2023Q1: 25,008 shares; 2023Q2: 25,085 shares; 2023Q3: 26,147 shares; 2023Q4: 29,586 shares 29,586 $2.23M 0.03% +3,439 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 142,130 shares; 2022Q3: 145,449 shares; 2022Q4: 143,332 shares; 2023Q1: 143,743 shares; 2023Q2: 145,052 shares; 2023Q3: 130,145 shares; 2023Q4: 107,519 shares 107,519 $2.22M 0.03% -22,626 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 53,365 shares; 2023Q4: 52,943 shares 52,943 $2.22M 0.03% -422 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 24,550 shares; 2022Q3: 19,175 shares; 2022Q4: 18,816 shares; 2023Q1: 16,582 shares; 2023Q2: 18,676 shares; 2023Q3: 20,097 shares; 2023Q4: 21,320 shares 21,320 $2.21M 0.03% +1,223 Timeline ENERPLUS CORP ENERPLUS CORP More: the full row for ENERPLUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 185,900 shares; 2022Q3: 178,015 shares; 2022Q4: 153,225 shares; 2023Q1: 147,572 shares; 2023Q2: 147,083 shares; 2023Q3: 146,462 shares; 2023Q4: 143,736 shares 143,736 $2.2M 0.03% -2,726 CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,731 shares; 2022Q3: 15,879 shares; 2022Q4: 20,872 shares; 2023Q1: 20,618 shares; 2023Q2: 20,158 shares; 2023Q3: 17,459 shares; 2023Q4: 19,130 shares 19,130 $2.2M 0.03% +1,671 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 302,397 shares; 2022Q3: 320,874 shares; 2022Q4: 131,726 shares; 2023Q1: 125,562 shares; 2023Q2: 157,384 shares; 2023Q3: 152,077 shares; 2023Q4: 128,804 shares 128,804 $2.17M 0.03% -23,273 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,722 shares; 2023Q3: 3,748 shares; 2023Q4: 26,966 shares 26,966 $2.17M 0.03% +23,218 Timeline FJAN 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; 2022Q1: restricted; 2022Q2: 96,547 shares; 2022Q3: 92,587 shares; 2022Q4: 65,661 shares; 2023Q1: 71,837 shares; 2023Q2: 58,525 shares; 2023Q3: 54,784 shares; 2023Q4: 54,368 shares 54,368 $2.17M 0.03% -416 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 34,892 shares; 2022Q3: 32,480 shares; 2022Q4: 40,824 shares; 2023Q1: 32,059 shares; 2023Q2: 36,564 shares; 2023Q3: 36,165 shares; 2023Q4: 32,664 shares 32,664 $2.16M 0.03% -3,501 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; 2022Q1: restricted; 2022Q2: 59,927 shares; 2022Q3: 67,282 shares; 2022Q4: 58,951 shares; 2023Q1: 57,915 shares; 2023Q2: 33,338 shares; 2023Q3: 34,439 shares; 2023Q4: 53,752 shares 53,752 $2.15M 0.03% +19,313 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,331 shares; 2022Q3: 14,391 shares; 2022Q4: 18,401 shares; 2023Q1: 19,943 shares; 2023Q2: 21,652 shares; 2023Q3: 21,990 shares; 2023Q4: 22,572 shares 22,572 $2.15M 0.03% +582 Timeline ONLN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 61,923 shares; 2022Q3: 63,964 shares; 2022Q4: 61,625 shares; 2023Q1: 63,935 shares; 2023Q2: 62,860 shares; 2023Q3: 63,773 shares; 2023Q4: 59,442 shares 59,442 $2.14M 0.03% -4,331 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,103 shares; 2022Q3: 1,881 shares; 2022Q4: 2,179 shares; 2023Q1: 2,187 shares; 2023Q2: 2,362 shares; 2023Q3: 2,365 shares; 2023Q4: 2,437 shares 2,437 $2.14M 0.03% +72 Timeline DJUL 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; 2022Q1: restricted; 2022Q2: 30,546 shares; 2022Q3: 30,050 shares; 2022Q4: 24,121 shares; 2023Q1: 28,115 shares; 2023Q2: 27,255 shares; 2023Q3: 57,168 shares; 2023Q4: 58,548 shares 58,548 $2.14M 0.03% +1,380 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,384 shares; 2022Q3: 24,701 shares; 2022Q4: 66,944 shares; 2023Q1: 64,137 shares; 2023Q2: 123,149 shares; 2023Q3: 63,825 shares; 2023Q4: 63,410 shares 63,410 $2.13M 0.03% -415 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,710 shares; 2022Q3: 19,214 shares; 2022Q4: 29,677 shares; 2023Q1: 29,556 shares; 2023Q2: 27,812 shares; 2023Q3: 27,190 shares; 2023Q4: 29,419 shares 29,419 $2.13M 0.03% +2,229 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,223 shares; 2022Q3: 10,223 shares; 2022Q4: 11,323 shares; 2023Q1: 6,762 shares; 2023Q2: 9,577 shares; 2023Q3: 38,574 shares; 2023Q4: 38,622 shares 38,622 $2.13M 0.03% +48 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 87,201 shares; 2022Q4: 99,529 shares; 2023Q1: 40,170 shares; 2023Q2: 38,520 shares; 2023Q3: 64,164 shares; 2023Q4: 68,197 shares 68,197 $2.13M 0.03% +4,033 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; 2022Q1: restricted; 2022Q2: 13,181 shares; 2022Q3: 12,599 shares; 2022Q4: 11,016 shares; 2023Q1: 14,703 shares; 2023Q2: 14,020 shares; 2023Q3: 12,314 shares; 2023Q4: 12,072 shares 12,072 $2.12M 0.03% -242 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; 2022Q1: restricted; 2022Q2: 5,477 shares; 2022Q3: 5,265 shares; 2022Q4: 4,949 shares; 2023Q1: 5,774 shares; 2023Q2: 6,467 shares; 2023Q3: 6,287 shares; 2023Q4: 8,751 shares 8,751 $2.12M 0.03% +2,464 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; 2022Q1: restricted; 2022Q2: 63,542 shares; 2022Q3: 69,472 shares; 2022Q4: 67,457 shares; 2023Q1: 66,947 shares; 2023Q2: 67,871 shares; 2023Q3: 68,053 shares; 2023Q4: 64,263 shares 64,263 $2.11M 0.03% -3,790 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,534 shares; 2022Q3: 8,835 shares; 2022Q4: 25,484 shares; 2023Q1: 23,910 shares; 2023Q2: 20,008 shares; 2023Q3: 19,611 shares; 2023Q4: 17,993 shares 17,993 $2.11M 0.03% -1,618 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,807 shares; 2023Q1: 2,834 shares; 2023Q2: 3,037 shares; 2023Q3: 3,524 shares; 2023Q4: 7,293 shares 7,293 $2.11M 0.03% +3,769 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,454 shares; 2022Q3: 2,857 shares; 2022Q4: 3,933 shares; 2023Q1: 9,133 shares; 2023Q2: 12,452 shares; 2023Q3: 15,492 shares; 2023Q4: 25,930 shares 25,930 $2.1M 0.03% +10,438 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 224,928 shares; 2023Q1: 18,230 shares; 2023Q2: 28,872 shares; 2023Q3: 30,176 shares; 2023Q4: 49,507 shares 49,507 $2.09M 0.03% +19,331 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,122 shares; 2022Q3: 7,123 shares; 2022Q4: 8,356 shares; 2023Q1: 7,428 shares; 2023Q2: 7,429 shares; 2023Q3: 7,989 shares; 2023Q4: 8,700 shares 8,700 $2.08M 0.03% +711 Timeline BUFT 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; 2022Q1: restricted; 2022Q2: 239,124 shares; 2022Q3: 246,231 shares; 2022Q4: 196,419 shares; 2023Q1: 161,962 shares; 2023Q2: 126,914 shares; 2023Q3: 121,640 shares; 2023Q4: 100,009 shares 100,009 $2.08M 0.03% -21,631 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,748 shares; 2022Q3: 5,956 shares; 2022Q4: 16,616 shares; 2023Q1: 9,401 shares; 2023Q2: 378,861 shares; 2023Q3: 408,279 shares; 2023Q4: 28,782 shares 28,782 $2.08M 0.03% -379,497 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 37,617 shares; 2023Q4: 65,757 shares 65,757 $2.07M 0.03% +28,140 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,570 shares; 2022Q3: 4,349 shares; 2022Q4: 5,980 shares; 2023Q1: 5,441 shares; 2023Q2: 5,556 shares; 2023Q3: 10,992 shares; 2023Q4: 11,043 shares 11,043 $2.06M 0.03% +51 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,793 shares; 2022Q3: 52,182 shares; 2022Q4: 49,818 shares; 2023Q1: 50,310 shares; 2023Q2: 49,345 shares; 2023Q3: 53,940 shares; 2023Q4: 55,690 shares 55,690 $2.04M 0.03% +1,750 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,420 shares; 2022Q3: 31,420 shares; 2022Q4: 31,080 shares; 2023Q1: 31,080 shares; 2023Q2: 31,080 shares; 2023Q3: 31,080 shares; 2023Q4: 30,641 shares 30,641 $2.04M 0.03% -439 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,564 shares; 2022Q3: 16,229 shares; 2022Q4: 20,989 shares; 2023Q1: 20,934 shares; 2023Q2: 20,553 shares; 2023Q3: 18,822 shares; 2023Q4: 18,580 shares 18,580 $2.04M 0.03% -242 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,700 shares; 2023Q4: 163,321 shares 163,321 $2.03M 0.03% +142,621 Timeline