IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 3,432,901 shares; 2016Q1: 3,563,237 shares; 2016Q2: 3,725,033 shares; 2016Q3: 3,875,521 shares; 2016Q4: 4,156,680 shares 4,156,680 $466M 3.44% +281,159 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 3,888,077 shares; 2016Q1: 3,978,812 shares; 2016Q2: 3,923,661 shares; 2016Q3: 4,031,385 shares; 2016Q4: 4,367,816 shares 4,367,816 $458M 3.38% +336,431 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 6,098,431 shares; 2016Q1: 6,550,461 shares; 2016Q2: 7,569,791 shares; 2016Q3: 8,085,986 shares; 2016Q4: 8,897,234 shares 8,897,234 $325M 2.4% +811,248 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,440,721 shares; 2016Q1: 2,505,361 shares; 2016Q2: 2,608,712 shares; 2016Q3: 2,578,733 shares; 2016Q4: 2,564,575 shares 2,564,575 $297M 2.19% -14,158 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 751,251 shares; 2016Q1: 777,195 shares; 2016Q2: 784,162 shares; 2016Q3: 783,048 shares; 2016Q4: 800,545 shares 800,545 $179M 1.32% +17,497 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,749,619 shares; 2016Q1: 1,789,878 shares; 2016Q2: 1,850,428 shares; 2016Q3: 1,867,883 shares; 2016Q4: 1,971,368 shares 1,971,368 $178M 1.31% +103,485 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 802,273 shares; 2016Q1: 936,867 shares; 2016Q2: 1,134,915 shares; 2016Q3: 1,230,730 shares; 2016Q4: 1,518,033 shares 1,518,033 $175M 1.29% +287,303 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 587,365 shares; 2016Q1: 708,426 shares; 2016Q2: 664,199 shares; 2016Q3: 641,790 shares; 2016Q4: 733,791 shares 733,791 $165M 1.22% +92,001 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 4,513,957 shares; 2016Q1: 4,627,654 shares; 2016Q2: 4,668,834 shares; 2016Q3: 4,656,934 shares; 2016Q4: 4,844,170 shares 4,844,170 $153M 1.13% +187,236 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,894,175 shares; 2016Q1: 2,951,812 shares; 2016Q2: 2,994,011 shares; 2016Q3: 3,083,591 shares; 2016Q4: 3,312,740 shares 3,312,740 $141M 1.04% +229,149 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 800,422 shares; 2016Q1: 826,074 shares; 2016Q2: 840,783 shares; 2016Q3: 841,963 shares; 2016Q4: 860,442 shares 860,442 $140M 1.04% +18,479 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,054,978 shares; 2016Q1: 1,110,721 shares; 2016Q2: 1,120,497 shares; 2016Q3: 1,127,752 shares; 2016Q4: 1,153,290 shares 1,153,290 $133M 0.98% +25,538 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,111,999 shares; 2016Q1: 2,194,645 shares; 2016Q2: 2,271,575 shares; 2016Q3: 2,313,294 shares; 2016Q4: 2,443,275 shares 2,443,275 $130M 0.96% +129,981 Timeline FS KKR CAPITAL CORP FS KKR CAPITAL CORP More: the full row for FS KKR CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 11,055,104 shares; 2016Q1: 11,583,786 shares; 2016Q2: 11,201,159 shares; 2016Q3: 11,152,042 shares; 2016Q4: 11,723,971 shares 11,723,971 $121M 0.89% +571,929 PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,055,333 shares; 2016Q1: 1,000,303 shares; 2016Q2: 965,897 shares; 2016Q3: 916,438 shares; 2016Q4: 1,011,276 shares 1,011,276 $120M 0.88% +94,838 IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,144,652 shares; 2016Q1: 1,170,653 shares; 2016Q2: 1,131,435 shares; 2016Q3: 1,151,370 shares; 2016Q4: 1,223,782 shares 1,223,782 $119M 0.88% +72,412 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,319,566 shares; 2016Q1: 1,264,354 shares; 2016Q2: 1,268,886 shares; 2016Q3: 1,309,471 shares; 2016Q4: 1,447,952 shares 1,447,952 $116M 0.86% +138,481 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 440,259 shares; 2016Q1: 526,892 shares; 2016Q2: 556,144 shares; 2016Q3: 696,293 shares; 2016Q4: 809,900 shares 809,900 $111M 0.82% +113,607 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 814,046 shares; 2016Q1: 832,047 shares; 2016Q2: 849,475 shares; 2016Q3: 872,842 shares; 2016Q4: 930,861 shares 930,861 $111M 0.82% +58,019 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,100,472 shares; 2016Q1: 1,134,087 shares; 2016Q2: 1,183,109 shares; 2016Q3: 1,196,555 shares; 2016Q4: 1,263,062 shares 1,263,062 $106M 0.78% +66,507 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 909,835 shares; 2016Q1: 849,373 shares; 2016Q2: 866,673 shares; 2016Q3: 879,061 shares; 2016Q4: 929,690 shares 929,690 $104M 0.77% +50,629 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,583,396 shares; 2016Q1: 2,561,692 shares; 2016Q2: 2,573,155 shares; 2016Q3: 2,680,520 shares; 2016Q4: 2,872,162 shares 2,872,162 $103M 0.76% +191,642 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 985,586 shares; 2016Q1: 1,064,820 shares; 2016Q2: 1,114,861 shares; 2016Q3: 1,128,348 shares; 2016Q4: 1,198,173 shares 1,198,173 $102M 0.75% +69,825 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 334,099 shares; 2016Q1: 377,687 shares; 2016Q2: 469,577 shares; 2016Q3: 581,776 shares; 2016Q4: 608,120 shares 608,120 $101M 0.74% +26,344 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,224,176 shares; 2016Q1: 1,317,670 shares; 2016Q2: 1,445,013 shares; 2016Q3: 1,490,499 shares; 2016Q4: 1,530,339 shares 1,530,339 $95.1M 0.7% +39,840 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 902,901 shares; 2016Q1: 908,951 shares; 2016Q2: 912,851 shares; 2016Q3: 867,016 shares; 2016Q4: 905,196 shares 905,196 $95M 0.7% +38,180 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 413,094 shares; 2016Q1: 430,772 shares; 2016Q2: 440,511 shares; 2016Q3: 432,217 shares; 2016Q4: 447,777 shares 447,777 $91.9M 0.68% +15,560 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 843,469 shares; 2016Q1: 810,767 shares; 2016Q2: 810,991 shares; 2016Q3: 841,670 shares; 2016Q4: 967,708 shares 967,708 $90M 0.66% +126,038 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 651,987 shares; 2016Q1: 710,283 shares; 2016Q2: 716,431 shares; 2016Q3: 738,374 shares; 2016Q4: 761,472 shares 761,472 $89.6M 0.66% +23,098 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 548,637 shares; 2016Q1: 532,553 shares; 2016Q2: 545,736 shares; 2016Q3: 630,361 shares; 2016Q4: 696,843 shares 696,843 $84.9M 0.63% +66,482 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,198,816 shares; 2016Q1: 1,176,974 shares; 2016Q2: 1,183,327 shares; 2016Q3: 1,197,469 shares; 2016Q4: 1,251,243 shares 1,251,243 $84.6M 0.62% +53,774 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 559,774 shares; 2016Q1: 593,933 shares; 2016Q2: 626,019 shares; 2016Q3: 646,482 shares; 2016Q4: 827,226 shares 827,226 $83.9M 0.62% +180,744 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 396,766 shares; 2016Q1: 634,324 shares; 2016Q2: 767,883 shares; 2016Q3: 811,870 shares; 2016Q4: 762,416 shares 762,416 $82.4M 0.61% -49,454 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 760,537 shares; 2016Q1: 1,780,323 shares; 2016Q2: 2,350,642 shares; 2016Q3: 2,560,014 shares; 2016Q4: 1,786,191 shares 1,786,191 $80.8M 0.6% -773,823 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,070,102 shares; 2016Q1: 2,192,482 shares; 2016Q2: 2,236,320 shares; 2016Q3: 2,255,637 shares; 2016Q4: 2,357,409 shares 2,357,409 $76.6M 0.57% +101,772 Timeline Guggenheim S&P 500 Equal We… Guggenheim S&P 500 Equal Weighted… More: the full row for Guggenheim S&P 500 Equal Weighted ETf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 817,800 shares; 2016Q1: 612,716 shares; 2016Q2: 678,878 shares; 2016Q3: 702,399 shares; 2016Q4: 883,313 shares 883,313 $76.5M 0.57% +180,914 PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,493,742 shares; 2016Q1: 1,628,635 shares; 2016Q2: 1,813,699 shares; 2016Q3: 1,922,365 shares; 2016Q4: 2,036,075 shares 2,036,075 $75.8M 0.56% +113,710 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 697,991 shares; 2016Q1: 718,873 shares; 2016Q2: 861,778 shares; 2016Q3: 911,251 shares; 2016Q4: 972,334 shares 972,334 $73.7M 0.54% +61,083 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 989,986 shares; 2016Q1: 1,068,437 shares; 2016Q2: 1,131,038 shares; 2016Q3: 1,193,298 shares; 2016Q4: 1,239,399 shares 1,239,399 $71.5M 0.53% +46,101 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 310,803 shares; 2016Q1: 531,459 shares; 2016Q2: 568,617 shares; 2016Q3: 771,504 shares; 2016Q4: 891,834 shares 891,834 $70.9M 0.52% +120,330 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 271,712 shares; 2016Q1: 286,108 shares; 2016Q2: 390,251 shares; 2016Q3: 421,456 shares; 2016Q4: 454,495 shares 454,495 $70M 0.52% +33,039 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 101,481 shares; 2016Q1: 120,176 shares; 2016Q2: 130,291 shares; 2016Q3: 462,854 shares; 2016Q4: 1,341,295 shares 1,341,295 $68.8M 0.51% +878,441 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 414,933 shares; 2016Q1: 435,910 shares; 2016Q2: 451,527 shares; 2016Q3: 468,363 shares; 2016Q4: 514,023 shares 514,023 $66.3M 0.49% +45,660 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 664,960 shares; 2016Q1: 670,925 shares; 2016Q2: 697,846 shares; 2016Q3: 714,996 shares; 2016Q4: 770,939 shares 770,939 $66M 0.49% +55,943 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 570,347 shares; 2016Q1: 587,421 shares; 2016Q2: 597,313 shares; 2016Q3: 606,942 shares; 2016Q4: 626,684 shares 626,684 $65.6M 0.48% +19,742 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 346,704 shares; 2016Q1: 361,213 shares; 2016Q2: 385,146 shares; 2016Q3: 394,200 shares; 2016Q4: 394,242 shares 394,242 $65.4M 0.48% +42 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,079,786 shares; 2016Q1: 1,101,861 shares; 2016Q2: 755,499 shares; 2016Q3: 749,284 shares; 2016Q4: 754,843 shares 754,843 $62.3M 0.46% +5,559 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 412,400 shares; 2016Q1: 412,113 shares; 2016Q2: 415,204 shares; 2016Q3: 440,691 shares; 2016Q4: 470,918 shares 470,918 $62M 0.46% +30,227 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 531,401 shares; 2016Q1: 551,673 shares; 2016Q2: 574,419 shares; 2016Q3: 571,189 shares; 2016Q4: 589,815 shares 589,815 $61.5M 0.45% +18,626 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 416,127 shares; 2016Q1: 370,505 shares; 2016Q2: 367,502 shares; 2016Q3: 370,233 shares; 2016Q4: 422,874 shares 422,874 $57M 0.42% +52,641 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 1,038,724 shares; 2016Q2: 1,101,179 shares; 2016Q3: 1,177,769 shares; 2016Q4: 1,167,884 shares 1,167,884 $56M 0.41% -9,885 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 519,553 shares; 2016Q1: 548,494 shares; 2016Q2: 578,911 shares; 2016Q3: 598,521 shares; 2016Q4: 640,675 shares 640,675 $55.3M 0.41% +42,154 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 117,840 shares; 2016Q1: 168,981 shares; 2016Q2: 162,117 shares; 2016Q3: 172,310 shares; 2016Q4: 178,974 shares 178,974 $54M 0.4% +6,664 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 979,447 shares; 2016Q2: 1,046,260 shares; 2016Q3: 1,104,539 shares; 2016Q4: 1,113,738 shares 1,113,738 $52.8M 0.39% +9,199 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 815,365 shares; 2016Q1: 845,044 shares; 2016Q2: 863,667 shares; 2016Q3: 873,329 shares; 2016Q4: 886,502 shares 886,502 $52.2M 0.39% +13,173 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 385,764 shares; 2016Q1: 410,521 shares; 2016Q2: 410,612 shares; 2016Q3: 414,528 shares; 2016Q4: 423,785 shares 423,785 $51.6M 0.38% +9,257 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,289 shares; 2016Q1: 46,352 shares; 2016Q2: 53,407 shares; 2016Q3: 59,128 shares; 2016Q4: 67,827 shares 67,827 $50.9M 0.38% +8,699 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 463,015 shares; 2016Q1: 516,245 shares; 2016Q2: 525,635 shares; 2016Q3: 509,290 shares; 2016Q4: 566,557 shares 566,557 $50.2M 0.37% +57,267 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,210,048 shares; 2016Q1: 1,279,848 shares; 2016Q2: 1,404,134 shares; 2016Q3: 1,398,613 shares; 2016Q4: 1,361,746 shares 1,361,746 $49.4M 0.36% -36,867 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,100,866 shares; 2016Q1: 1,130,768 shares; 2016Q2: 1,126,019 shares; 2016Q3: 1,151,707 shares; 2016Q4: 1,188,900 shares 1,188,900 $49.3M 0.36% +37,193 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 512,731 shares; 2016Q1: 679,607 shares; 2016Q2: 808,821 shares; 2016Q3: 967,563 shares; 2016Q4: 797,561 shares 797,561 $48.8M 0.36% -170,002 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 264,503 shares; 2016Q1: 285,925 shares; 2016Q2: 359,266 shares; 2016Q3: 610,634 shares; 2016Q4: 581,131 shares 581,131 $47.8M 0.35% -29,503 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 469,179 shares; 2016Q1: 485,538 shares; 2016Q2: 489,081 shares; 2016Q3: 493,874 shares; 2016Q4: 521,220 shares 521,220 $47.7M 0.35% +27,346 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 381,632 shares; 2016Q1: 404,823 shares; 2016Q2: 424,180 shares; 2016Q3: 435,844 shares; 2016Q4: 488,153 shares 488,153 $45.9M 0.34% +52,309 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 272,235 shares; 2016Q1: 584,825 shares; 2016Q2: 737,298 shares; 2016Q3: 825,252 shares; 2016Q4: 945,546 shares 945,546 $45.8M 0.34% +120,294 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 743,038 shares; 2016Q1: 813,050 shares; 2016Q2: 875,126 shares; 2016Q3: 809,576 shares; 2016Q4: 799,223 shares 799,223 $44M 0.33% -10,353 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 405,088 shares; 2016Q1: 423,347 shares; 2016Q2: 490,996 shares; 2016Q3: 527,257 shares; 2016Q4: 545,170 shares 545,170 $44M 0.33% +17,913 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 302,847 shares; 2016Q1: 309,093 shares; 2016Q2: 340,266 shares; 2016Q3: 357,301 shares; 2016Q4: 380,852 shares 380,852 $43.8M 0.32% +23,551 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,849,088 shares; 2016Q1: 1,956,409 shares; 2016Q2: 1,941,479 shares; 2016Q3: 1,896,380 shares; 2016Q4: 1,936,987 shares 1,936,987 $42.8M 0.32% +40,607 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 269,296 shares; 2016Q1: 241,045 shares; 2016Q2: 242,076 shares; 2016Q3: 243,995 shares; 2016Q4: 238,684 shares 238,684 $42.7M 0.32% -5,311 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 304,214 shares; 2016Q1: 383,178 shares; 2016Q2: 422,184 shares; 2016Q3: 419,976 shares; 2016Q4: 540,979 shares 540,979 $40.7M 0.3% +121,003 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 302,107 shares; 2016Q1: 317,590 shares; 2016Q2: 325,258 shares; 2016Q3: 329,052 shares; 2016Q4: 336,688 shares 336,688 $40.2M 0.3% +7,636 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 286,633 shares; 2016Q1: 293,161 shares; 2016Q2: 293,919 shares; 2016Q3: 291,837 shares; 2016Q4: 299,256 shares 299,256 $40.1M 0.3% +7,419 Timeline FTSE RAFI 1000 US Lg Cap FTSE RAFI 1000 US Lg Cap More: the full row for FTSE RAFI 1000 US Lg Cap Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 322,514 shares; 2016Q1: 371,477 shares; 2016Q2: 392,639 shares; 2016Q3: 387,981 shares; 2016Q4: 389,126 shares 389,126 $38.7M 0.29% +1,145 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 560,966 shares; 2016Q1: 545,066 shares; 2016Q2: 536,175 shares; 2016Q3: 603,754 shares; 2016Q4: 647,386 shares 647,386 $37.8M 0.28% +43,632 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 491,250 shares; 2016Q1: 557,267 shares; 2016Q2: 573,027 shares; 2016Q3: 587,193 shares; 2016Q4: 599,681 shares 599,681 $37.6M 0.28% +12,488 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 414,413 shares; 2016Q1: 411,669 shares; 2016Q2: 448,504 shares; 2016Q3: 511,031 shares; 2016Q4: 699,341 shares 699,341 $37.5M 0.28% +188,310 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 224,051 shares; 2016Q1: 303,203 shares; 2016Q2: 434,744 shares; 2016Q3: 536,378 shares; 2016Q4: 338,356 shares 338,356 $37.1M 0.27% -198,022 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 52,415 shares; 2016Q1: 208,480 shares; 2016Q2: 411,185 shares; 2016Q3: 519,384 shares; 2016Q4: 731,460 shares 731,460 $36.9M 0.27% +212,076 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 303,867 shares; 2016Q1: 303,349 shares; 2016Q2: 321,696 shares; 2016Q3: 327,993 shares; 2016Q4: 367,799 shares 367,799 $36.7M 0.27% +39,806 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,028,265 shares; 2016Q1: 905,674 shares; 2016Q2: 880,790 shares; 2016Q3: 822,888 shares; 2016Q4: 1,575,254 shares 1,575,254 $36.6M 0.27% +752,366 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 157,914 shares; 2016Q1: 167,074 shares; 2016Q2: 184,575 shares; 2016Q3: 192,911 shares; 2016Q4: 200,302 shares 200,302 $35.8M 0.26% +7,391 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 202,525 shares; 2016Q1: 219,331 shares; 2016Q2: 229,761 shares; 2016Q3: 231,802 shares; 2016Q4: 228,771 shares 228,771 $35.6M 0.26% -3,031 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 940,389 shares; 2016Q1: 1,010,801 shares; 2016Q2: 1,066,349 shares; 2016Q3: 1,094,191 shares; 2016Q4: 1,177,264 shares 1,177,264 $35.6M 0.26% +83,073 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 245,926 shares; 2016Q1: 256,061 shares; 2016Q2: 263,879 shares; 2016Q3: 266,700 shares; 2016Q4: 319,803 shares 319,803 $35.1M 0.26% +53,103 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,313 shares; 2016Q1: 39,588 shares; 2016Q2: 42,951 shares; 2016Q3: 43,173 shares; 2016Q4: 43,534 shares 43,534 $34.5M 0.25% +361 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 314,778 shares; 2016Q1: 316,847 shares; 2016Q2: 331,768 shares; 2016Q3: 331,773 shares; 2016Q4: 333,502 shares 333,502 $34.1M 0.25% +1,729 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 236,796 shares; 2016Q1: 225,797 shares; 2016Q2: 251,866 shares; 2016Q3: 264,491 shares; 2016Q4: 280,160 shares 280,160 $33.9M 0.25% +15,669 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 722,914 shares; 2016Q1: 659,823 shares; 2016Q2: 652,711 shares; 2016Q3: 690,228 shares; 2016Q4: 746,861 shares 746,861 $33M 0.24% +56,633 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 280,238 shares; 2016Q1: 296,978 shares; 2016Q2: 342,606 shares; 2016Q3: 384,156 shares; 2016Q4: 414,444 shares 414,444 $32.9M 0.24% +30,288 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 32,055 shares; 2016Q1: 36,401 shares; 2016Q2: 38,966 shares; 2016Q3: 39,979 shares; 2016Q4: 42,061 shares 42,061 $32.5M 0.24% +2,082 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 150,306 shares; 2016Q1: 152,219 shares; 2016Q2: 155,497 shares; 2016Q3: 170,137 shares; 2016Q4: 176,866 shares 176,866 $32.2M 0.24% +6,729 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 481,396 shares; 2016Q1: 585,849 shares; 2016Q2: 745,272 shares; 2016Q3: 831,172 shares; 2016Q4: 1,103,895 shares 1,103,895 $30.9M 0.23% +272,723 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 452,186 shares; 2016Q1: 508,430 shares; 2016Q2: 513,833 shares; 2016Q3: 514,199 shares; 2016Q4: 543,293 shares 543,293 $30.2M 0.22% +29,094 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 162,843 shares; 2016Q1: 160,062 shares; 2016Q2: 175,964 shares; 2016Q3: 179,663 shares; 2016Q4: 198,259 shares 198,259 $29.7M 0.22% +18,596 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 294,784 shares; 2016Q1: 328,917 shares; 2016Q2: 338,458 shares; 2016Q3: 334,022 shares; 2016Q4: 374,132 shares 374,132 $29.2M 0.22% +40,110 Timeline POWERSHARES ETF TR II S&P50… POWERSHARES ETF TR II S&P500 L More: the full row for POWERSHARES ETF TR II S&P500 L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 575,919 shares; 2016Q1: 626,972 shares; 2016Q2: 574,792 shares; 2016Q3: 702,882 shares; 2016Q4: 688,305 shares 688,305 $28.6M 0.21% -14,577 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 539,435 shares; 2016Q1: 570,271 shares; 2016Q2: 557,789 shares; 2016Q3: 550,905 shares; 2016Q4: 565,879 shares 565,879 $28.4M 0.21% +14,974 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,179 shares; 2016Q1: 2,185 shares; 2016Q2: 2,405 shares; 2016Q3: 2,605 shares; 2016Q4: 251,358 shares 251,358 $28.2M 0.21% +248,753 Timeline Invesco S&P 500 Pure Growth Invesco S&P 500 Pure Growth More: the full row for Invesco S&P 500 Pure Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 374,964 shares; 2016Q1: 330,990 shares; 2016Q2: 342,629 shares; 2016Q3: 343,094 shares; 2016Q4: 334,971 shares 334,971 $28M 0.21% -8,123 VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 220,542 shares; 2016Q1: 202,089 shares; 2016Q2: 230,936 shares; 2016Q3: 247,305 shares; 2016Q4: 262,940 shares 262,940 $27.8M 0.21% +15,635 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 176,200 shares; 2016Q1: 181,502 shares; 2016Q2: 192,768 shares; 2016Q3: 191,130 shares; 2016Q4: 189,152 shares 189,152 $27.7M 0.2% -1,978 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 174,444 shares; 2016Q1: 171,787 shares; 2016Q2: 180,096 shares; 2016Q3: 203,732 shares; 2016Q4: 237,121 shares 237,121 $26.8M 0.2% +33,389 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 352,329 shares; 2016Q1: 377,826 shares; 2016Q2: 356,546 shares; 2016Q3: 371,712 shares; 2016Q4: 387,390 shares 387,390 $26.8M 0.2% +15,678 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 320,827 shares; 2016Q1: 325,706 shares; 2016Q2: 341,037 shares; 2016Q3: 347,070 shares; 2016Q4: 343,458 shares 343,458 $26.7M 0.2% -3,612 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 132,085 shares; 2016Q1: 129,762 shares; 2016Q2: 175,900 shares; 2016Q3: 214,428 shares; 2016Q4: 227,051 shares 227,051 $26.6M 0.2% +12,623 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 231,351 shares; 2016Q1: 239,235 shares; 2016Q2: 251,127 shares; 2016Q3: 250,900 shares; 2016Q4: 285,643 shares 285,643 $26.5M 0.2% +34,743 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 192,196 shares; 2016Q1: 169,789 shares; 2016Q2: 160,810 shares; 2016Q3: 379,476 shares; 2016Q4: 418,313 shares 418,313 $25.5M 0.19% +38,837 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 399,799 shares; 2016Q1: 390,740 shares; 2016Q2: 385,291 shares; 2016Q3: 406,603 shares; 2016Q4: 424,685 shares 424,685 $25.1M 0.19% +18,082 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 503,501 shares; 2016Q1: 519,950 shares; 2016Q2: 521,603 shares; 2016Q3: 527,379 shares; 2016Q4: 563,708 shares 563,708 $25M 0.18% +36,329 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 130,717 shares; 2016Q1: 124,891 shares; 2016Q2: 129,196 shares; 2016Q3: 168,524 shares; 2016Q4: 178,282 shares 178,282 $25M 0.18% +9,758 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 208,757 shares; 2016Q1: 205,875 shares; 2016Q2: 218,602 shares; 2016Q3: 231,752 shares; 2016Q4: 256,535 shares 256,535 $24.9M 0.18% +24,783 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 208,598 shares; 2016Q1: 205,176 shares; 2016Q2: 203,409 shares; 2016Q3: 203,603 shares; 2016Q4: 216,034 shares 216,034 $24.7M 0.18% +12,431 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 186,959 shares; 2016Q1: 219,619 shares; 2016Q2: 210,441 shares; 2016Q3: 204,284 shares; 2016Q4: 197,029 shares 197,029 $24.5M 0.18% -7,255 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 467,926 shares; 2016Q1: 481,009 shares; 2016Q2: 435,464 shares; 2016Q3: 434,895 shares; 2016Q4: 506,442 shares 506,442 $24.5M 0.18% +71,547 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 163,514 shares; 2016Q1: 191,826 shares; 2016Q2: 194,613 shares; 2016Q3: 223,261 shares; 2016Q4: 259,098 shares 259,098 $24.5M 0.18% +35,837 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 140,548 shares; 2016Q1: 144,765 shares; 2016Q2: 149,847 shares; 2016Q3: 156,178 shares; 2016Q4: 151,550 shares 151,550 $24.3M 0.18% -4,628 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 74,045 shares; 2016Q1: 80,831 shares; 2016Q2: 83,040 shares; 2016Q3: 85,077 shares; 2016Q4: 96,666 shares 96,666 $24.2M 0.18% +11,589 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 96 shares; 2016Q1: 97 shares; 2016Q2: 98 shares; 2016Q3: 98 shares; 2016Q4: 98 shares 98 $23.9M 0.18% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 454,168 shares; 2016Q1: 476,621 shares; 2016Q2: 471,188 shares; 2016Q3: 465,932 shares; 2016Q4: 486,076 shares 486,076 $23.9M 0.18% +20,144 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 315,827 shares; 2016Q1: 336,709 shares; 2016Q2: 345,523 shares; 2016Q3: 344,959 shares; 2016Q4: 381,704 shares 381,704 $23.6M 0.17% +36,745 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,804,729 shares; 2016Q1: 1,924,349 shares; 2016Q2: 1,985,764 shares; 2016Q3: 2,006,633 shares; 2016Q4: 1,935,502 shares 1,935,502 $23.5M 0.17% -71,131 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 291,098 shares; 2016Q1: 295,366 shares; 2016Q2: 305,283 shares; 2016Q3: 311,233 shares; 2016Q4: 294,645 shares 294,645 $23.2M 0.17% -16,588 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 177,732 shares; 2016Q1: 190,058 shares; 2016Q2: 201,021 shares; 2016Q3: 202,998 shares; 2016Q4: 202,263 shares 202,263 $23.2M 0.17% -735 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 301,994 shares; 2016Q1: 312,913 shares; 2016Q2: 305,167 shares; 2016Q3: 303,572 shares; 2016Q4: 309,198 shares 309,198 $22.8M 0.17% +5,626 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 266,055 shares; 2016Q1: 309,628 shares; 2016Q2: 326,419 shares; 2016Q3: 352,142 shares; 2016Q4: 316,901 shares 316,901 $22.7M 0.17% -35,241 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 259,111 shares; 2016Q1: 289,314 shares; 2016Q2: 304,526 shares; 2016Q3: 330,372 shares; 2016Q4: 341,880 shares 341,880 $22.3M 0.16% +11,508 Timeline PowerShares CEF Income Comp… PowerShares CEF Income Composite More: the full row for PowerShares CEF Income Composite Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 822,097 shares; 2016Q1: 905,289 shares; 2016Q2: 987,138 shares; 2016Q3: 986,755 shares; 2016Q4: 992,568 shares 992,568 $22.2M 0.16% +5,813 DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 285,330 shares; 2016Q1: 296,771 shares; 2016Q2: 285,556 shares; 2016Q3: 316,398 shares; 2016Q4: 268,313 shares 268,313 $22.2M 0.16% -48,085 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 91,238 shares; 2016Q1: 94,490 shares; 2016Q2: 123,665 shares; 2016Q3: 140,337 shares; 2016Q4: 149,516 shares 149,516 $21.7M 0.16% +9,179 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 816,777 shares; 2016Q1: 610,276 shares; 2016Q2: 642,087 shares; 2016Q3: 718,611 shares; 2016Q4: 828,633 shares 828,633 $21.6M 0.16% +110,022 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 281,942 shares; 2016Q1: 323,122 shares; 2016Q2: 353,753 shares; 2016Q3: 369,025 shares; 2016Q4: 385,287 shares 385,287 $21.5M 0.16% +16,262 Timeline Dow Chemical Company Dow Chemical Company More: the full row for Dow Chemical Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 335,865 shares; 2016Q1: 344,370 shares; 2016Q2: 357,280 shares; 2016Q3: 369,145 shares; 2016Q4: 371,930 shares 371,930 $21.3M 0.16% +2,785 FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 492,106 shares; 2016Q1: 492,310 shares; 2016Q2: 493,059 shares; 2016Q3: 494,115 shares; 2016Q4: 612,547 shares 612,547 $20.9M 0.15% +118,432 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 722,967 shares; 2016Q1: 728,217 shares; 2016Q2: 742,831 shares; 2016Q3: 766,162 shares; 2016Q4: 771,318 shares 771,318 $20.9M 0.15% +5,156 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 323,220 shares; 2016Q1: 382,402 shares; 2016Q2: 383,393 shares; 2016Q3: 383,997 shares; 2016Q4: 381,940 shares 381,940 $20.7M 0.15% -2,057 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 119,391 shares; 2016Q1: 128,488 shares; 2016Q2: 147,575 shares; 2016Q3: 153,103 shares; 2016Q4: 155,549 shares 155,549 $20.7M 0.15% +2,446 Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 86,943 shares; 2016Q1: 223,461 shares; 2016Q2: 340,523 shares; 2016Q3: 471,087 shares; 2016Q4: 527,838 shares 527,838 $20.7M 0.15% +56,751 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 144,072 shares; 2016Q1: 146,731 shares; 2016Q2: 148,572 shares; 2016Q3: 158,260 shares; 2016Q4: 152,154 shares 152,154 $20.4M 0.15% -6,106 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 99,344 shares; 2016Q1: 106,259 shares; 2016Q2: 114,127 shares; 2016Q3: 186,000 shares; 2016Q4: 185,721 shares 185,721 $20.1M 0.15% -279 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 45,750 shares; 2016Q1: 64,905 shares; 2016Q2: 105,835 shares; 2016Q3: 137,630 shares; 2016Q4: 687,400 shares 687,400 $19.9M 0.15% +549,770 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 139,517 shares; 2016Q1: 177,646 shares; 2016Q2: 215,366 shares; 2016Q3: 212,544 shares; 2016Q4: 231,580 shares 231,580 $19.8M 0.15% +19,036 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,603 shares; 2016Q1: 132,785 shares; 2016Q2: 140,392 shares; 2016Q3: 139,386 shares; 2016Q4: 97,946 shares 97,946 $19.3M 0.14% -41,440 Timeline FLTB 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 380,172 shares; 2016Q1: 330,319 shares; 2016Q2: 313,874 shares; 2016Q3: 333,173 shares; 2016Q4: 385,964 shares 385,964 $19.3M 0.14% +52,791 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 458,426 shares; 2016Q1: 469,791 shares; 2016Q2: 488,117 shares; 2016Q3: 487,079 shares; 2016Q4: 498,185 shares 498,185 $19.1M 0.14% +11,106 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 74,303 shares; 2016Q1: 79,095 shares; 2016Q2: 80,155 shares; 2016Q3: 187,276 shares; 2016Q4: 307,456 shares 307,456 $19.1M 0.14% +120,180 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 141,556 shares; 2016Q1: 148,432 shares; 2016Q2: 158,411 shares; 2016Q3: 163,016 shares; 2016Q4: 165,014 shares 165,014 $19.1M 0.14% +1,998 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 180,778 shares; 2016Q1: 201,707 shares; 2016Q2: 222,821 shares; 2016Q3: 224,060 shares; 2016Q4: 219,638 shares 219,638 $19M 0.14% -4,422 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 487,751 shares; 2016Q1: 486,369 shares; 2016Q2: 514,769 shares; 2016Q3: 524,839 shares; 2016Q4: 505,748 shares 505,748 $18.9M 0.14% -19,091 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 372,918 shares; 2016Q1: 368,154 shares; 2016Q2: 388,124 shares; 2016Q3: 395,462 shares; 2016Q4: 274,082 shares 274,082 $18.4M 0.14% -121,380 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 251,486 shares; 2016Q1: 453,878 shares; 2016Q2: 522,830 shares; 2016Q3: 532,659 shares; 2016Q4: 356,028 shares 356,028 $18.4M 0.14% -176,631 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 111,800 shares; 2016Q1: 112,173 shares; 2016Q2: 116,258 shares; 2016Q3: 116,741 shares; 2016Q4: 114,398 shares 114,398 $18.3M 0.14% -2,343 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 195,920 shares; 2016Q1: 208,332 shares; 2016Q2: 213,650 shares; 2016Q3: 231,344 shares; 2016Q4: 237,718 shares 237,718 $18.2M 0.13% +6,374 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 303,907 shares; 2016Q1: 323,246 shares; 2016Q2: 322,333 shares; 2016Q3: 324,591 shares; 2016Q4: 357,477 shares 357,477 $18.2M 0.13% +32,886 Timeline DU PONT E I DE NEMOURS & CO DU PONT E I DE NEMOURS & CO More: the full row for DU PONT E I DE NEMOURS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 248,165 shares; 2016Q1: 245,612 shares; 2016Q2: 242,255 shares; 2016Q3: 238,644 shares; 2016Q4: 245,937 shares 245,937 $18.1M 0.13% +7,293 POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 498,977 shares; 2016Q1: 500,151 shares; 2016Q2: 503,096 shares; 2016Q3: 520,630 shares; 2016Q4: 532,884 shares 532,884 $18M 0.13% +12,254 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 203,343 shares; 2016Q1: 208,958 shares; 2016Q2: 218,222 shares; 2016Q3: 219,914 shares; 2016Q4: 250,797 shares 250,797 $17.8M 0.13% +30,883 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 433,020 shares; 2016Q1: 594,246 shares; 2016Q2: 672,040 shares; 2016Q3: 661,489 shares; 2016Q4: 503,947 shares 503,947 $17.6M 0.13% -157,542 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 176,599 shares; 2016Q1: 184,053 shares; 2016Q2: 182,500 shares; 2016Q3: 190,484 shares; 2016Q4: 211,290 shares 211,290 $17.5M 0.13% +20,806 CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 114,300 shares; 2016Q1: 122,717 shares; 2016Q2: 125,184 shares; 2016Q3: 144,532 shares; 2016Q4: 150,967 shares 150,967 $17.5M 0.13% +6,435 FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 66,708 shares; 2016Q1: 73,940 shares; 2016Q2: 80,244 shares; 2016Q3: 84,604 shares; 2016Q4: 93,296 shares 93,296 $17.4M 0.13% +8,692 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 77,930 shares; 2016Q1: 62,529 shares; 2016Q2: 60,871 shares; 2016Q3: 67,264 shares; 2016Q4: 65,226 shares 65,226 $17.3M 0.13% -2,038 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 122,890 shares; 2016Q1: 188,464 shares; 2016Q2: 189,756 shares; 2016Q3: 182,202 shares; 2016Q4: 164,849 shares 164,849 $17.3M 0.13% -17,353 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 105,615 shares; 2016Q1: 107,254 shares; 2016Q2: 135,391 shares; 2016Q3: 173,496 shares; 2016Q4: 205,312 shares 205,312 $17.1M 0.13% +31,816 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,476,316 shares; 2016Q1: 1,271,991 shares; 2016Q2: 928,181 shares; 2016Q3: 766,420 shares; 2016Q4: 607,211 shares 607,211 $17M 0.13% -159,209 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 170,858 shares; 2016Q1: 174,415 shares; 2016Q2: 189,746 shares; 2016Q3: 193,918 shares; 2016Q4: 195,482 shares 195,482 $17M 0.13% +1,564 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 341,014 shares; 2016Q1: 248,021 shares; 2016Q2: 233,482 shares; 2016Q3: 238,616 shares; 2016Q4: 246,572 shares 246,572 $17M 0.13% +7,956 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 150,024 shares; 2016Q1: 159,571 shares; 2016Q2: 179,355 shares; 2016Q3: 260,605 shares; 2016Q4: 299,614 shares 299,614 $16.9M 0.12% +39,009 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 182,339 shares; 2016Q1: 177,534 shares; 2016Q2: 181,936 shares; 2016Q3: 209,369 shares; 2016Q4: 484,382 shares 484,382 $16.8M 0.12% +275,013 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,872 shares; 2016Q1: 55,731 shares; 2016Q2: 74,801 shares; 2016Q3: 89,630 shares; 2016Q4: 105,805 shares 105,805 $16.6M 0.12% +16,175 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 163,674 shares; 2016Q1: 171,988 shares; 2016Q2: 174,915 shares; 2016Q3: 175,641 shares; 2016Q4: 184,954 shares 184,954 $16.1M 0.12% +9,313 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 216,416 shares; 2016Q1: 223,599 shares; 2016Q2: 227,545 shares; 2016Q3: 234,791 shares; 2016Q4: 246,118 shares 246,118 $16.1M 0.12% +11,327 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 247,656 shares; 2016Q1: 247,622 shares; 2016Q2: 256,667 shares; 2016Q3: 254,610 shares; 2016Q4: 264,044 shares 264,044 $16.1M 0.12% +9,434 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 140,207 shares; 2016Q1: 223,032 shares; 2016Q2: 221,690 shares; 2016Q3: 376,137 shares; 2016Q4: 386,247 shares 386,247 $16M 0.12% +10,110 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 172,309 shares; 2016Q1: 239,469 shares; 2016Q2: 402,426 shares; 2016Q3: 426,010 shares; 2016Q4: 327,330 shares 327,330 $16M 0.12% -98,680 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 367,852 shares; 2016Q1: 385,557 shares; 2016Q2: 383,996 shares; 2016Q3: 400,155 shares; 2016Q4: 413,755 shares 413,755 $15.9M 0.12% +13,600 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 207,265 shares; 2016Q1: 204,292 shares; 2016Q2: 210,028 shares; 2016Q3: 202,542 shares; 2016Q4: 216,034 shares 216,034 $15.9M 0.12% +13,492 Timeline iShares Gold Trust iShares Gold Trust More: the full row for iShares Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 963,718 shares; 2016Q1: 1,353,258 shares; 2016Q2: 1,409,168 shares; 2016Q3: 1,048,860 shares; 2016Q4: 1,429,323 shares 1,429,323 $15.8M 0.12% +380,463 MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 63,103 shares; 2016Q1: 64,914 shares; 2016Q2: 74,440 shares; 2016Q3: 240,645 shares; 2016Q4: 205,187 shares 205,187 $15.6M 0.11% -35,458 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 114,345 shares; 2016Q1: 126,959 shares; 2016Q2: 135,694 shares; 2016Q3: 155,368 shares; 2016Q4: 160,013 shares 160,013 $15.4M 0.11% +4,645 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 117,602 shares; 2016Q1: 118,321 shares; 2016Q2: 112,129 shares; 2016Q3: 112,408 shares; 2016Q4: 115,415 shares 115,415 $15.4M 0.11% +3,007 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 668,093 shares; 2016Q1: 578,359 shares; 2016Q2: 556,247 shares; 2016Q3: 547,586 shares; 2016Q4: 486,059 shares 486,059 $15.4M 0.11% -61,527 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 270,103 shares; 2016Q1: 252,130 shares; 2016Q2: 178,976 shares; 2016Q3: 168,259 shares; 2016Q4: 187,394 shares 187,394 $15.3M 0.11% +19,135 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 147,678 shares; 2016Q1: 166,415 shares; 2016Q2: 158,324 shares; 2016Q3: 159,569 shares; 2016Q4: 205,174 shares 205,174 $14.9M 0.11% +45,605 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 255,669 shares; 2016Q1: 301,011 shares; 2016Q2: 302,555 shares; 2016Q3: 347,020 shares; 2016Q4: 304,958 shares 304,958 $14.8M 0.11% -42,062 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 183,181 shares; 2016Q1: 184,449 shares; 2016Q2: 194,112 shares; 2016Q3: 192,178 shares; 2016Q4: 213,018 shares 213,018 $14.7M 0.11% +20,840 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,586,423 shares; 2016Q1: 704,030 shares; 2016Q2: 655,910 shares; 2016Q3: 639,170 shares; 2016Q4: 630,583 shares 630,583 $14.6M 0.11% -8,587 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 107,659 shares; 2016Q1: 109,106 shares; 2016Q2: 107,293 shares; 2016Q3: 119,101 shares; 2016Q4: 136,971 shares 136,971 $14.1M 0.1% +17,870 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 130,919 shares; 2016Q1: 128,576 shares; 2016Q2: 135,128 shares; 2016Q3: 138,720 shares; 2016Q4: 133,580 shares 133,580 $14.1M 0.1% -5,140 Timeline OPPENHEIMER ETF TR OPPENHEIMER ETF TR More: the full row for OPPENHEIMER ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 155,248 shares; 2016Q1: 158,107 shares; 2016Q2: 166,965 shares; 2016Q3: 164,053 shares; 2016Q4: 209,484 shares 209,484 $14.1M 0.1% +45,431 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 162,036 shares; 2016Q1: 167,855 shares; 2016Q2: 158,075 shares; 2016Q3: 167,943 shares; 2016Q4: 167,128 shares 167,128 $14M 0.1% -815 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 122,236 shares; 2016Q1: 118,091 shares; 2016Q2: 116,883 shares; 2016Q3: 116,087 shares; 2016Q4: 109,338 shares 109,338 $13.9M 0.1% -6,749 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 115,908 shares; 2016Q1: 113,502 shares; 2016Q2: 113,374 shares; 2016Q3: 114,548 shares; 2016Q4: 114,322 shares 114,322 $13.7M 0.1% -226 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 233,760 shares; 2016Q1: 253,114 shares; 2016Q2: 245,473 shares; 2016Q3: 252,767 shares; 2016Q4: 265,294 shares 265,294 $13.6M 0.1% +12,527 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 215,141 shares; 2016Q1: 168,957 shares; 2016Q2: 163,857 shares; 2016Q3: 161,653 shares; 2016Q4: 157,605 shares 157,605 $13.3M 0.1% -4,048 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 745,660 shares; 2016Q1: 729,596 shares; 2016Q2: 697,699 shares; 2016Q3: 686,518 shares; 2016Q4: 640,574 shares 640,574 $13.3M 0.1% -45,944 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 332,569 shares; 2016Q1: 332,129 shares; 2016Q2: 316,307 shares; 2016Q3: 331,756 shares; 2016Q4: 340,614 shares 340,614 $13.1M 0.1% +8,858 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 352,815 shares; 2016Q1: 239,279 shares; 2016Q2: 245,708 shares; 2016Q3: 248,753 shares; 2016Q4: 279,438 shares 279,438 $12.8M 0.09% +30,685 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 431,799 shares; 2016Q1: 467,178 shares; 2016Q2: 454,522 shares; 2016Q3: 453,664 shares; 2016Q4: 451,320 shares 451,320 $12.8M 0.09% -2,344 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 196,325 shares; 2016Q1: 197,797 shares; 2016Q2: 198,891 shares; 2016Q3: 200,835 shares; 2016Q4: 201,382 shares 201,382 $12.7M 0.09% +547 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 45,255 shares; 2016Q1: 45,426 shares; 2016Q2: 45,985 shares; 2016Q3: 48,782 shares; 2016Q4: 123,445 shares 123,445 $12.5M 0.09% +74,663 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 281,358 shares; 2016Q1: 358,021 shares; 2016Q2: 344,044 shares; 2016Q3: 348,540 shares; 2016Q4: 344,280 shares 344,280 $12.4M 0.09% -4,260 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 119,325 shares; 2016Q1: 79,836 shares; 2016Q2: 133,334 shares; 2016Q3: 170,910 shares; 2016Q4: 229,425 shares 229,425 $12.4M 0.09% +58,515 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 89,306 shares; 2016Q1: 90,760 shares; 2016Q2: 88,141 shares; 2016Q3: 93,442 shares; 2016Q4: 112,195 shares 112,195 $12.4M 0.09% +18,753 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 119,382 shares; 2016Q1: 136,546 shares; 2016Q2: 148,553 shares; 2016Q3: 161,703 shares; 2016Q4: 167,684 shares 167,684 $12.1M 0.09% +5,981 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 13,142 shares; 2016Q1: 13,416 shares; 2016Q2: 13,515 shares; 2016Q3: 12,014 shares; 2016Q4: 140,816 shares 140,816 $12.1M 0.09% +128,802 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 587,009 shares; 2016Q1: 576,210 shares; 2016Q2: 583,102 shares; 2016Q3: 518,228 shares; 2016Q4: 496,403 shares 496,403 $12M 0.09% -21,825 Timeline NUANCE COMMUNICATIONS INC NUANCE COMMUNICATIONS INC More: the full row for NUANCE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 464,951 shares; 2016Q1: 463,620 shares; 2016Q2: 452,662 shares; 2016Q3: 454,840 shares; 2016Q4: 804,938 shares 804,938 $12M 0.09% +350,098 HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 242,768 shares; 2016Q1: 109,821 shares; 2016Q2: 124,493 shares; 2016Q3: 131,086 shares; 2016Q4: 138,133 shares 138,133 $12M 0.09% +7,047 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 120,110 shares; 2016Q1: 121,964 shares; 2016Q2: 115,291 shares; 2016Q3: 114,843 shares; 2016Q4: 114,756 shares 114,756 $11.9M 0.09% -87 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 172,317 shares; 2016Q1: 207,493 shares; 2016Q2: 223,552 shares; 2016Q3: 333,178 shares; 2016Q4: 321,358 shares 321,358 $11.9M 0.09% -11,820 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 142,250 shares; 2016Q1: 149,950 shares; 2016Q2: 159,324 shares; 2016Q3: 158,453 shares; 2016Q4: 155,951 shares 155,951 $11.8M 0.09% -2,502 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 144,578 shares; 2016Q1: 157,517 shares; 2016Q2: 162,888 shares; 2016Q3: 168,772 shares; 2016Q4: 164,527 shares 164,527 $11.7M 0.09% -4,245 Timeline HCP INC HCP INC More: the full row for HCP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 342,389 shares; 2016Q1: 380,924 shares; 2016Q2: 369,865 shares; 2016Q3: 368,083 shares; 2016Q4: 394,323 shares 394,323 $11.7M 0.09% +26,240 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 148,586 shares; 2016Q1: 170,719 shares; 2016Q2: 166,121 shares; 2016Q3: 159,191 shares; 2016Q4: 158,042 shares 158,042 $11.7M 0.09% -1,149 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 128,509 shares; 2016Q1: 140,821 shares; 2016Q2: 164,975 shares; 2016Q3: 177,290 shares; 2016Q4: 254,981 shares 254,981 $11.6M 0.09% +77,691 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 84,887 shares; 2016Q1: 84,177 shares; 2016Q2: 83,808 shares; 2016Q3: 82,121 shares; 2016Q4: 95,765 shares 95,765 $11.6M 0.09% +13,644 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 47,352 shares; 2016Q1: 31,448 shares; 2016Q2: 33,114 shares; 2016Q3: 48,525 shares; 2016Q4: 231,992 shares 231,992 $11.6M 0.09% +183,467 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 64,209 shares; 2016Q1: 67,813 shares; 2016Q2: 73,924 shares; 2016Q3: 78,174 shares; 2016Q4: 66,655 shares 66,655 $11.5M 0.09% -11,519 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 168,926 shares; 2016Q1: 97,237 shares; 2016Q2: 154,978 shares; 2016Q3: 164,768 shares; 2016Q4: 197,086 shares 197,086 $11.3M 0.08% +32,318 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 75,946 shares; 2016Q1: 81,428 shares; 2016Q2: 83,494 shares; 2016Q3: 86,492 shares; 2016Q4: 94,278 shares 94,278 $11.3M 0.08% +7,786 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 209,361 shares; 2016Q1: 238,233 shares; 2016Q2: 297,789 shares; 2016Q3: 312,571 shares; 2016Q4: 321,707 shares 321,707 $11.2M 0.08% +9,136 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 243,362 shares; 2016Q1: 333,960 shares; 2016Q2: 442,854 shares; 2016Q3: 425,650 shares; 2016Q4: 403,615 shares 403,615 $11.2M 0.08% -22,035 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 782,881 shares; 2016Q1: 713,724 shares; 2016Q2: 700,172 shares; 2016Q3: 744,052 shares; 2016Q4: 888,710 shares 888,710 $11.2M 0.08% +144,658 ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 86,563 shares; 2016Q1: 81,975 shares; 2016Q2: 147,363 shares; 2016Q3: 214,808 shares; 2016Q4: 152,615 shares 152,615 $11.1M 0.08% -62,193 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 158,464 shares; 2016Q1: 168,440 shares; 2016Q2: 169,383 shares; 2016Q3: 174,693 shares; 2016Q4: 155,958 shares 155,958 $11.1M 0.08% -18,735 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 28,319 shares; 2016Q1: 185,022 shares; 2016Q2: 320,293 shares; 2016Q3: 424,926 shares; 2016Q4: 353,183 shares 353,183 $11M 0.08% -71,743 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 325,140 shares; 2016Q1: 305,862 shares; 2016Q2: 263,931 shares; 2016Q3: 232,377 shares; 2016Q4: 217,968 shares 217,968 $11M 0.08% -14,409 LINEAR TECHNOLOGY CORP LINEAR TECHNOLOGY CORP More: the full row for LINEAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 172,775 shares; 2016Q1: 173,165 shares; 2016Q2: 173,309 shares; 2016Q3: 173,324 shares; 2016Q4: 176,102 shares 176,102 $11M 0.08% +2,778 RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 61,133 shares; 2016Q1: 65,944 shares; 2016Q2: 68,418 shares; 2016Q3: 67,428 shares; 2016Q4: 76,956 shares 76,956 $10.9M 0.08% +9,528 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 99,124 shares; 2016Q1: 101,947 shares; 2016Q2: 92,098 shares; 2016Q3: 92,882 shares; 2016Q4: 105,668 shares 105,668 $10.9M 0.08% +12,786 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 78,464 shares; 2016Q1: 81,404 shares; 2016Q2: 85,980 shares; 2016Q3: 88,178 shares; 2016Q4: 88,019 shares 88,019 $10.8M 0.08% -159 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 266,837 shares; 2016Q1: 283,353 shares; 2016Q2: 308,259 shares; 2016Q3: 315,533 shares; 2016Q4: 358,687 shares 358,687 $10.6M 0.08% +43,154 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 47,342 shares; 2016Q1: 58,530 shares; 2016Q2: 77,144 shares; 2016Q3: 92,238 shares; 2016Q4: 99,061 shares 99,061 $10.6M 0.08% +6,823 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 429,435 shares; 2016Q1: 507,154 shares; 2016Q2: 664,104 shares; 2016Q3: 750,548 shares; 2016Q4: 696,144 shares 696,144 $10.5M 0.08% -54,404 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 1,008,405 shares; 2016Q1: 1,133,018 shares; 2016Q2: 1,234,989 shares; 2016Q3: 1,202,130 shares; 2016Q4: 1,073,119 shares 1,073,119 $10.1M 0.07% -129,011 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 77,347 shares; 2016Q1: 82,306 shares; 2016Q2: 84,482 shares; 2016Q3: 89,634 shares; 2016Q4: 85,692 shares 85,692 $10M 0.07% -3,942 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 196,670 shares; 2016Q1: 200,186 shares; 2016Q2: 200,924 shares; 2016Q3: 202,953 shares; 2016Q4: 208,797 shares 208,797 $10M 0.07% +5,844 SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 184,263 shares; 2016Q1: 186,074 shares; 2016Q2: 216,873 shares; 2016Q3: 204,612 shares; 2016Q4: 236,036 shares 236,036 $9.93M 0.07% +31,424 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 77,375 shares; 2016Q1: 85,767 shares; 2016Q2: 91,264 shares; 2016Q3: 90,259 shares; 2016Q4: 95,247 shares 95,247 $9.9M 0.07% +4,988 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 72,143 shares; 2016Q1: 79,411 shares; 2016Q2: 85,278 shares; 2016Q3: 75,655 shares; 2016Q4: 83,262 shares 83,262 $9.75M 0.07% +7,607 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 51,431 shares; 2016Q1: 120,421 shares; 2016Q2: 104,274 shares; 2016Q3: 84,611 shares; 2016Q4: 95,940 shares 95,940 $9.72M 0.07% +11,329 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 90,663 shares; 2016Q1: 99,995 shares; 2016Q2: 140,460 shares; 2016Q3: 147,120 shares; 2016Q4: 178,469 shares 178,469 $9.69M 0.07% +31,349 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 516,347 shares; 2016Q1: 756,238 shares; 2016Q2: 638,447 shares; 2016Q3: 723,665 shares; 2016Q4: 677,888 shares 677,888 $9.65M 0.07% -45,777 ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 95,810 shares; 2016Q1: 198,859 shares; 2016Q2: 193,670 shares; 2016Q3: 154,304 shares; 2016Q4: 96,258 shares 96,258 $9.59M 0.07% -58,046 Timeline REYNOLDS AMERICAN INC REYNOLDS AMERICAN INC More: the full row for REYNOLDS AMERICAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 165,263 shares; 2016Q1: 172,892 shares; 2016Q2: 180,718 shares; 2016Q3: 174,400 shares; 2016Q4: 170,897 shares 170,897 $9.58M 0.07% -3,503 BLACKSTONE GROUP LP/THE BLACKSTONE GROUP LP/THE More: the full row for BLACKSTONE GROUP LP/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 530,585 shares; 2016Q1: 445,186 shares; 2016Q2: 438,182 shares; 2016Q3: 430,479 shares; 2016Q4: 352,821 shares 352,821 $9.54M 0.07% -77,658 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 149,106 shares; 2016Q1: 156,084 shares; 2016Q2: 182,640 shares; 2016Q3: 172,508 shares; 2016Q4: 160,384 shares 160,384 $9.53M 0.07% -12,124 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 120,081 shares; 2016Q1: 257,276 shares; 2016Q2: 278,786 shares; 2016Q3: 298,555 shares; 2016Q4: 316,511 shares 316,511 $9.52M 0.07% +17,956 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 180,038 shares; 2016Q1: 176,809 shares; 2016Q2: 178,622 shares; 2016Q3: 171,857 shares; 2016Q4: 172,424 shares 172,424 $9.52M 0.07% +567 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 83,440 shares; 2016Q1: 81,202 shares; 2016Q2: 85,625 shares; 2016Q3: 81,295 shares; 2016Q4: 76,377 shares 76,377 $9.46M 0.07% -4,918 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 109,513 shares; 2016Q1: 115,759 shares; 2016Q2: 114,844 shares; 2016Q3: 117,412 shares; 2016Q4: 118,078 shares 118,078 $9.43M 0.07% +666 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 124,433 shares; 2016Q1: 108,814 shares; 2016Q2: 95,070 shares; 2016Q3: 93,892 shares; 2016Q4: 107,387 shares 107,387 $9.43M 0.07% +13,495 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 69,726 shares; 2016Q1: 75,625 shares; 2016Q2: 77,560 shares; 2016Q3: 79,980 shares; 2016Q4: 81,898 shares 81,898 $9.39M 0.07% +1,918 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 77,660 shares; 2016Q1: 81,052 shares; 2016Q2: 79,255 shares; 2016Q3: 81,412 shares; 2016Q4: 86,252 shares 86,252 $9.32M 0.07% +4,840 Timeline AQUA AMERICA INC AQUA AMERICA INC More: the full row for AQUA AMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 255,854 shares; 2016Q1: 269,543 shares; 2016Q2: 277,066 shares; 2016Q3: 287,488 shares; 2016Q4: 306,978 shares 306,978 $9.22M 0.07% +19,490 IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 165,815 shares; 2016Q1: 125,321 shares; 2016Q2: 91,912 shares; 2016Q3: 121,083 shares; 2016Q4: 87,956 shares 87,956 $9.22M 0.07% -33,127 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 88,246 shares; 2016Q1: 83,640 shares; 2016Q2: 80,754 shares; 2016Q3: 78,675 shares; 2016Q4: 76,158 shares 76,158 $9.22M 0.07% -2,517 Timeline SPECTRA ENERGY CORP SPECTRA ENERGY CORP More: the full row for SPECTRA ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 259,134 shares; 2016Q1: 259,638 shares; 2016Q2: 273,514 shares; 2016Q3: 236,645 shares; 2016Q4: 223,466 shares 223,466 $9.18M 0.07% -13,179 GUGGENHEIM ETF GUGGENHEIM ETF More: the full row for GUGGENHEIM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 144,454 shares; 2016Q2: 142,909 shares; 2016Q3: 142,708 shares; 2016Q4: 142,861 shares 142,861 $9.14M 0.07% +153 AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 137,593 shares; 2016Q1: 141,537 shares; 2016Q2: 126,746 shares; 2016Q3: 127,081 shares; 2016Q4: 130,993 shares 130,993 $9.12M 0.07% +3,912 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 113,240 shares; 2016Q1: 116,287 shares; 2016Q2: 113,483 shares; 2016Q3: 116,670 shares; 2016Q4: 118,302 shares 118,302 $9.03M 0.07% +1,632 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 52,159 shares; 2016Q1: 68,709 shares; 2016Q2: 72,160 shares; 2016Q3: 74,147 shares; 2016Q4: 80,104 shares 80,104 $8.92M 0.07% +5,957 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 71,974 shares; 2016Q1: 76,797 shares; 2016Q2: 78,752 shares; 2016Q3: 78,034 shares; 2016Q4: 72,762 shares 72,762 $8.91M 0.07% -5,272 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 174,197 shares; 2016Q3: 159,326 shares; 2016Q4: 424,822 shares 424,822 $8.89M 0.07% +265,496 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 34,674 shares; 2016Q1: 39,204 shares; 2016Q2: 45,979 shares; 2016Q3: 75,849 shares; 2016Q4: 82,431 shares 82,431 $8.86M 0.07% +6,582 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 160,334 shares; 2016Q1: 164,676 shares; 2016Q2: 163,872 shares; 2016Q3: 182,958 shares; 2016Q4: 187,613 shares 187,613 $8.82M 0.07% +4,655 IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 41,972 shares; 2016Q1: 50,396 shares; 2016Q2: 61,443 shares; 2016Q3: 64,621 shares; 2016Q4: 70,663 shares 70,663 $8.75M 0.06% +6,042 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 79,495 shares; 2016Q1: 84,582 shares; 2016Q2: 87,016 shares; 2016Q3: 83,173 shares; 2016Q4: 84,168 shares 84,168 $8.67M 0.06% +995 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 45,680 shares; 2016Q1: 56,327 shares; 2016Q2: 59,764 shares; 2016Q3: 54,144 shares; 2016Q4: 67,718 shares 67,718 $8.67M 0.06% +13,574 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 58,799 shares; 2016Q1: 57,553 shares; 2016Q2: 67,880 shares; 2016Q3: 73,080 shares; 2016Q4: 183,028 shares 183,028 $8.58M 0.06% +109,948 Timeline POWERSHARES EXCHANGE POWERSHARES EXCHANGE More: the full row for POWERSHARES EXCHANGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 98,873 shares; 2016Q1: 124,121 shares; 2016Q2: 115,484 shares; 2016Q3: 159,291 shares; 2016Q4: 211,215 shares 211,215 $8.58M 0.06% +51,924 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 30,026 shares; 2016Q1: 32,557 shares; 2016Q2: 38,898 shares; 2016Q3: 37,874 shares; 2016Q4: 40,061 shares 40,061 $8.56M 0.06% +2,187 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 30,135 shares; 2016Q1: 31,734 shares; 2016Q2: 32,297 shares; 2016Q3: 30,672 shares; 2016Q4: 30,045 shares 30,045 $8.52M 0.06% -627 Timeline FTSE RAFI US 1500 Small Cap FTSE RAFI US 1500 Small Cap More: the full row for FTSE RAFI US 1500 Small Cap Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 73,926 shares; 2016Q1: 68,518 shares; 2016Q2: 72,795 shares; 2016Q3: 72,295 shares; 2016Q4: 73,548 shares 73,548 $8.48M 0.06% +1,253 MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 108,604 shares; 2016Q1: 116,544 shares; 2016Q2: 77,484 shares; 2016Q3: 80,519 shares; 2016Q4: 78,903 shares 78,903 $8.39M 0.06% -1,616 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 189,520 shares; 2016Q1: 189,383 shares; 2016Q2: 189,416 shares; 2016Q3: 189,446 shares; 2016Q4: 149,643 shares 149,643 $8.39M 0.06% -39,803 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 119,693 shares; 2016Q1: 125,892 shares; 2016Q2: 133,032 shares; 2016Q3: 138,521 shares; 2016Q4: 148,713 shares 148,713 $8.38M 0.06% +10,192 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 205,675 shares; 2016Q1: 259,184 shares; 2016Q2: 286,803 shares; 2016Q3: 295,231 shares; 2016Q4: 241,418 shares 241,418 $8.33M 0.06% -53,813 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 16,998 shares; 2016Q1: 20,088 shares; 2016Q2: 21,253 shares; 2016Q3: 21,425 shares; 2016Q4: 21,841 shares 21,841 $8.31M 0.06% +416 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 190,237 shares; 2016Q1: 203,498 shares; 2016Q2: 207,522 shares; 2016Q3: 204,850 shares; 2016Q4: 149,986 shares 149,986 $8.3M 0.06% -54,864 Timeline ALLERGAN PLC ALLERGAN PLC More: the full row for ALLERGAN PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 25,682 shares; 2016Q1: 27,087 shares; 2016Q2: 31,285 shares; 2016Q3: 37,312 shares; 2016Q4: 39,534 shares 39,534 $8.3M 0.06% +2,222 IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 69,816 shares; 2016Q1: 120,048 shares; 2016Q2: 124,446 shares; 2016Q3: 126,516 shares; 2016Q4: 140,156 shares 140,156 $8.23M 0.06% +13,640 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,736 shares; 2016Q1: 57,436 shares; 2016Q2: 56,485 shares; 2016Q3: 117,782 shares; 2016Q4: 188,098 shares 188,098 $8.07M 0.06% +70,316 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 96,165 shares; 2016Q1: 282,494 shares; 2016Q2: 245,953 shares; 2016Q3: 137,772 shares; 2016Q4: 67,310 shares 67,310 $8.02M 0.06% -70,462 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 24,782 shares; 2016Q1: 28,482 shares; 2016Q2: 28,492 shares; 2016Q3: 28,942 shares; 2016Q4: 29,777 shares 29,777 $8M 0.06% +835 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 118,166 shares; 2016Q1: 121,836 shares; 2016Q2: 121,164 shares; 2016Q3: 156,917 shares; 2016Q4: 132,088 shares 132,088 $7.86M 0.06% -24,829 Timeline ROOKLINE BANCORP INC DEL ROOKLINE BANCORP INC DEL More: the full row for ROOKLINE BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 527,451 shares; 2016Q1: 535,936 shares; 2016Q2: 537,214 shares; 2016Q3: 525,509 shares; 2016Q4: 477,929 shares 477,929 $7.84M 0.06% -47,580 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 70,570 shares; 2016Q1: 80,171 shares; 2016Q2: 70,924 shares; 2016Q3: 73,110 shares; 2016Q4: 75,310 shares 75,310 $7.84M 0.06% +2,200 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 35,745 shares; 2016Q1: 31,279 shares; 2016Q2: 32,267 shares; 2016Q3: 34,138 shares; 2016Q4: 33,511 shares 33,511 $7.79M 0.06% -627 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 25,733 shares; 2016Q1: 27,712 shares; 2016Q2: 29,903 shares; 2016Q3: 30,451 shares; 2016Q4: 32,215 shares 32,215 $7.71M 0.06% +1,764 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,438 shares; 2016Q1: 49,134 shares; 2016Q2: 54,496 shares; 2016Q3: 55,295 shares; 2016Q4: 53,858 shares 53,858 $7.69M 0.06% -1,437 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 98,680 shares; 2016Q1: 112,461 shares; 2016Q2: 139,948 shares; 2016Q3: 157,238 shares; 2016Q4: 175,948 shares 175,948 $7.67M 0.06% +18,710 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 40,551 shares; 2016Q1: 50,618 shares; 2016Q2: 53,766 shares; 2016Q3: 54,726 shares; 2016Q4: 57,603 shares 57,603 $7.64M 0.06% +2,877 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 61,896 shares; 2016Q1: 54,963 shares; 2016Q2: 52,548 shares; 2016Q3: 111,136 shares; 2016Q4: 153,607 shares 153,607 $7.61M 0.06% +42,471 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 147,407 shares; 2016Q1: 127,974 shares; 2016Q2: 137,433 shares; 2016Q3: 162,932 shares; 2016Q4: 139,146 shares 139,146 $7.5M 0.06% -23,786 Timeline DUNKIN BRANDS GROUP INC DUNKIN BRANDS GROUP INC More: the full row for DUNKIN BRANDS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 137,651 shares; 2016Q1: 138,193 shares; 2016Q2: 141,468 shares; 2016Q3: 138,976 shares; 2016Q4: 141,271 shares 141,271 $7.41M 0.05% +2,295 PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 121,771 shares; 2016Q1: 130,487 shares; 2016Q2: 128,417 shares; 2016Q3: 129,409 shares; 2016Q4: 167,878 shares 167,878 $7.37M 0.05% +38,469 Timeline EXPRESS SCRIPTS HLDG CO EXPRESS SCRIPTS HLDG CO More: the full row for EXPRESS SCRIPTS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 103,267 shares; 2016Q1: 115,597 shares; 2016Q2: 111,895 shares; 2016Q3: 106,685 shares; 2016Q4: 106,775 shares 106,775 $7.34M 0.05% +90 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 84,427 shares; 2016Q1: 116,692 shares; 2016Q2: 129,451 shares; 2016Q3: 137,616 shares; 2016Q4: 159,409 shares 159,409 $7.28M 0.05% +21,793 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 85,996 shares; 2016Q1: 93,046 shares; 2016Q2: 245,083 shares; 2016Q3: 567,886 shares; 2016Q4: 544,911 shares 544,911 $7.27M 0.05% -22,975 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 126,483 shares; 2016Q1: 128,555 shares; 2016Q2: 138,153 shares; 2016Q3: 148,067 shares; 2016Q4: 153,224 shares 153,224 $7.26M 0.05% +5,157 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 328,636 shares; 2016Q1: 265,541 shares; 2016Q2: 137,797 shares; 2016Q3: 146,440 shares; 2016Q4: 170,469 shares 170,469 $7.24M 0.05% +24,029 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 410,870 shares; 2016Q1: 441,284 shares; 2016Q2: 484,379 shares; 2016Q3: 715,614 shares; 2016Q4: 788,767 shares 788,767 $7.23M 0.05% +73,153 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 136,426 shares; 2016Q1: 135,612 shares; 2016Q2: 127,083 shares; 2016Q3: 128,923 shares; 2016Q4: 128,706 shares 128,706 $7.19M 0.05% -217 Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 31,599 shares; 2016Q2: 38,170 shares; 2016Q3: 39,935 shares; 2016Q4: 127,695 shares 127,695 $7.14M 0.05% +87,760 EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 202,177 shares; 2016Q1: 203,923 shares; 2016Q2: 212,606 shares; 2016Q3: 198,977 shares; 2016Q4: 200,653 shares 200,653 $7.12M 0.05% +1,676 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 513,159 shares; 2016Q1: 466,621 shares; 2016Q2: 445,662 shares; 2016Q3: 400,172 shares; 2016Q4: 363,158 shares 363,158 $7.05M 0.05% -37,014 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 10,935 shares; 2016Q2: 31,668 shares; 2016Q3: 271,456 shares; 2016Q4: 293,150 shares 293,150 $6.98M 0.05% +21,694 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 375,929 shares; 2016Q1: 240,400 shares; 2016Q2: 207,696 shares; 2016Q3: 255,031 shares; 2016Q4: 212,180 shares 212,180 $6.98M 0.05% -42,851 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,192 shares; 2016Q1: 90,114 shares; 2016Q2: 96,243 shares; 2016Q3: 97,111 shares; 2016Q4: 95,482 shares 95,482 $6.97M 0.05% -1,629 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 209,799 shares; 2016Q1: 208,113 shares; 2016Q2: 198,007 shares; 2016Q3: 196,533 shares; 2016Q4: 195,210 shares 195,210 $6.93M 0.05% -1,323 Timeline TEMPLETON GLOBAL INCOME FD TEMPLETON GLOBAL INCOME FD More: the full row for TEMPLETON GLOBAL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 279,881 shares; 2016Q1: 623,788 shares; 2016Q2: 645,239 shares; 2016Q3: 1,181,447 shares; 2016Q4: 1,066,518 shares 1,066,518 $6.91M 0.05% -114,929 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,556 shares; 2016Q1: 39,039 shares; 2016Q2: 39,255 shares; 2016Q3: 40,188 shares; 2016Q4: 41,693 shares 41,693 $6.9M 0.05% +1,505 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 23,062 shares; 2016Q1: 24,650 shares; 2016Q2: 24,068 shares; 2016Q3: 23,986 shares; 2016Q4: 32,974 shares 32,974 $6.86M 0.05% +8,988 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 43,982 shares; 2016Q1: 46,953 shares; 2016Q2: 60,389 shares; 2016Q3: 62,937 shares; 2016Q4: 61,992 shares 61,992 $6.79M 0.05% -945 Timeline Rydex S&P 500 Pure Value Etf Rydex S&P 500 Pure Value Etf More: the full row for Rydex S&P 500 Pure Value Etf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 115,082 shares; 2016Q1: 108,928 shares; 2016Q2: 110,915 shares; 2016Q3: 115,907 shares; 2016Q4: 117,538 shares 117,538 $6.77M 0.05% +1,631 SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 59,763 shares; 2016Q1: 59,763 shares; 2016Q2: 39,872 shares; 2016Q3: 86,194 shares; 2016Q4: 108,519 shares 108,519 $6.74M 0.05% +22,325 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 244,830 shares; 2016Q1: 171,919 shares; 2016Q2: 208,144 shares; 2016Q3: 232,272 shares; 2016Q4: 317,712 shares 317,712 $6.73M 0.05% +85,440 Timeline POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 177,742 shares; 2016Q1: 187,118 shares; 2016Q2: 207,529 shares; 2016Q3: 244,503 shares; 2016Q4: 258,486 shares 258,486 $6.72M 0.05% +13,983 AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 110,502 shares; 2016Q1: 89,179 shares; 2016Q2: 92,097 shares; 2016Q3: 97,894 shares; 2016Q4: 92,410 shares 92,410 $6.69M 0.05% -5,484 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 48,383 shares; 2016Q1: 96,455 shares; 2016Q2: 99,994 shares; 2016Q3: 97,379 shares; 2016Q4: 106,602 shares 106,602 $6.67M 0.05% +9,223 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 130,101 shares; 2016Q1: 121,946 shares; 2016Q2: 112,200 shares; 2016Q3: 113,969 shares; 2016Q4: 122,575 shares 122,575 $6.63M 0.05% +8,606 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 19,742 shares; 2016Q1: 18,971 shares; 2016Q2: 27,099 shares; 2016Q3: 62,389 shares; 2016Q4: 157,707 shares 157,707 $6.62M 0.05% +95,318 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 68,389 shares; 2016Q1: 75,614 shares; 2016Q2: 83,775 shares; 2016Q3: 84,608 shares; 2016Q4: 87,789 shares 87,789 $6.6M 0.05% +3,181 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 124,118 shares; 2016Q1: 132,086 shares; 2016Q2: 171,725 shares; 2016Q3: 212,962 shares; 2016Q4: 226,013 shares 226,013 $6.57M 0.05% +13,051 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 103,353 shares; 2016Q1: 78,441 shares; 2016Q2: 79,043 shares; 2016Q3: 80,419 shares; 2016Q4: 79,788 shares 79,788 $6.41M 0.05% -631 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 30,065 shares; 2016Q1: 87,432 shares; 2016Q2: 74,824 shares; 2016Q3: 78,788 shares; 2016Q4: 128,768 shares 128,768 $6.4M 0.05% +49,980 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 110,322 shares; 2016Q1: 108,773 shares; 2016Q2: 109,707 shares; 2016Q3: 114,531 shares; 2016Q4: 117,669 shares 117,669 $6.4M 0.05% +3,138 IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 66,469 shares; 2016Q1: 69,317 shares; 2016Q2: 74,103 shares; 2016Q3: 59,806 shares; 2016Q4: 58,981 shares 58,981 $6.38M 0.05% -825 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 202,813 shares; 2016Q1: 195,973 shares; 2016Q2: 147,927 shares; 2016Q3: 139,556 shares; 2016Q4: 131,991 shares 131,991 $6.33M 0.05% -7,565 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 100,481 shares; 2016Q1: 93,086 shares; 2016Q2: 89,966 shares; 2016Q3: 113,262 shares; 2016Q4: 81,964 shares 81,964 $6.31M 0.05% -31,298 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 5,769 shares; 2016Q2: 14,239 shares; 2016Q3: 25,841 shares; 2016Q4: 90,556 shares 90,556 $6.26M 0.05% +64,715 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 191,787 shares; 2016Q1: 205,673 shares; 2016Q2: 214,210 shares; 2016Q3: 238,143 shares; 2016Q4: 231,184 shares 231,184 $6.24M 0.05% -6,959 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 116,205 shares; 2016Q1: 104,791 shares; 2016Q2: 83,537 shares; 2016Q3: 69,246 shares; 2016Q4: 59,622 shares 59,622 $6.21M 0.05% -9,624 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 315,647 shares; 2016Q1: 311,899 shares; 2016Q2: 292,242 shares; 2016Q3: 281,216 shares; 2016Q4: 296,410 shares 296,410 $6.2M 0.05% +15,194 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,996 shares; 2016Q1: 77,046 shares; 2016Q2: 74,489 shares; 2016Q3: 129,099 shares; 2016Q4: 104,174 shares 104,174 $6.18M 0.05% -24,925 Timeline MONSANTO CO NEW MONSANTO CO NEW More: the full row for MONSANTO CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 50,384 shares; 2016Q1: 49,797 shares; 2016Q2: 45,579 shares; 2016Q3: 50,962 shares; 2016Q4: 58,664 shares 58,664 $6.17M 0.05% +7,702 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 42,773 shares; 2016Q1: 42,220 shares; 2016Q2: 41,529 shares; 2016Q3: 58,610 shares; 2016Q4: 45,080 shares 45,080 $6.16M 0.05% -13,530 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 93,185 shares; 2016Q1: 96,554 shares; 2016Q2: 101,178 shares; 2016Q3: 99,975 shares; 2016Q4: 123,537 shares 123,537 $6.12M 0.05% +23,562 Timeline FEX 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 114,556 shares; 2016Q1: 120,032 shares; 2016Q2: 119,432 shares; 2016Q3: 119,343 shares; 2016Q4: 125,211 shares 125,211 $6.11M 0.05% +5,868 Timeline POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 118,820 shares; 2016Q1: 118,577 shares; 2016Q2: 119,926 shares; 2016Q3: 121,254 shares; 2016Q4: 107,316 shares 107,316 $6.01M 0.04% -13,938 PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 66,223 shares; 2016Q1: 69,561 shares; 2016Q2: 72,091 shares; 2016Q3: 72,375 shares; 2016Q4: 63,334 shares 63,334 $6M 0.04% -9,041 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 493,786 shares; 2016Q1: 497,495 shares; 2016Q2: 486,759 shares; 2016Q3: 486,801 shares; 2016Q4: 436,648 shares 436,648 $5.99M 0.04% -50,153 Timeline FDN 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 70,095 shares; 2016Q1: 75,753 shares; 2016Q2: 72,572 shares; 2016Q3: 74,383 shares; 2016Q4: 74,281 shares 74,281 $5.93M 0.04% -102 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 64,024 shares; 2016Q1: 64,189 shares; 2016Q2: 67,858 shares; 2016Q3: 72,373 shares; 2016Q4: 88,154 shares 88,154 $5.9M 0.04% +15,781 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 115,492 shares; 2016Q1: 124,050 shares; 2016Q2: 150,919 shares; 2016Q3: 172,220 shares; 2016Q4: 188,441 shares 188,441 $5.89M 0.04% +16,221 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 6,921 shares; 2016Q1: 6,551 shares; 2016Q2: 7,858 shares; 2016Q3: 10,943 shares; 2016Q4: 52,382 shares 52,382 $5.89M 0.04% +41,439 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 38,940 shares; 2016Q1: 40,085 shares; 2016Q2: 38,779 shares; 2016Q3: 53,616 shares; 2016Q4: 48,935 shares 48,935 $5.88M 0.04% -4,681 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 4,361 shares; 2016Q1: 6,597 shares; 2016Q2: 5,668 shares; 2016Q3: 7,179 shares; 2016Q4: 41,831 shares 41,831 $5.88M 0.04% +34,652 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 106,845 shares; 2016Q1: 129,714 shares; 2016Q2: 132,945 shares; 2016Q3: 128,114 shares; 2016Q4: 132,822 shares 132,822 $5.87M 0.04% +4,708 Timeline NUVEEN NUVEEN More: the full row for NUVEEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 196,611 shares; 2016Q1: 227,327 shares; 2016Q2: 484,469 shares; 2016Q3: 546,252 shares; 2016Q4: 629,305 shares 629,305 $5.86M 0.04% +83,053 AMERIGAS PARTNERS MLP AMERIGAS PARTNERS MLP More: the full row for AMERIGAS PARTNERS MLP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,950 shares; 2016Q1: 91,242 shares; 2016Q2: 96,865 shares; 2016Q3: 104,603 shares; 2016Q4: 122,090 shares 122,090 $5.85M 0.04% +17,487 IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 29,781 shares; 2016Q1: 28,569 shares; 2016Q2: 28,449 shares; 2016Q3: 40,093 shares; 2016Q4: 40,021 shares 40,021 $5.77M 0.04% -72 Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 41,155 shares; 2016Q1: 42,404 shares; 2016Q2: 43,546 shares; 2016Q3: 44,426 shares; 2016Q4: 47,653 shares 47,653 $5.76M 0.04% +3,227 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 12,017 shares; 2016Q1: 19,661 shares; 2016Q2: 39,988 shares; 2016Q3: 187,332 shares; 2016Q4: 236,233 shares 236,233 $5.75M 0.04% +48,901 Timeline POWERSHARES S&P SMALLCA… POWERSHARES S&P SMALLCAP LOW More: the full row for POWERSHARES S&P SMALLCAP LOW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 22,906 shares; 2016Q1: 27,086 shares; 2016Q2: 26,514 shares; 2016Q3: 75,297 shares; 2016Q4: 130,831 shares 130,831 $5.68M 0.04% +55,534 YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 85,135 shares; 2016Q1: 86,670 shares; 2016Q2: 85,990 shares; 2016Q3: 85,714 shares; 2016Q4: 89,366 shares 89,366 $5.66M 0.04% +3,652 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 87,960 shares; 2016Q1: 119,612 shares; 2016Q2: 131,294 shares; 2016Q3: 123,098 shares; 2016Q4: 106,298 shares 106,298 $5.64M 0.04% -16,800 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 222,277 shares; 2016Q1: 275,636 shares; 2016Q2: 492,723 shares; 2016Q3: 622,708 shares; 2016Q4: 673,319 shares 673,319 $5.62M 0.04% +50,611 Timeline AETNA INC NEW AETNA INC NEW More: the full row for AETNA INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 38,184 shares; 2016Q1: 38,640 shares; 2016Q2: 42,587 shares; 2016Q3: 42,733 shares; 2016Q4: 45,091 shares 45,091 $5.59M 0.04% +2,358 CLAYMORE EXCHANGE TRD FD TR CLAYMORE EXCHANGE TRD FD TR More: the full row for CLAYMORE EXCHANGE TRD FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 123,966 shares; 2016Q1: 164,917 shares; 2016Q2: 213,790 shares; 2016Q3: 218,805 shares; 2016Q4: 221,866 shares 221,866 $5.59M 0.04% +3,061 FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 107,376 shares; 2016Q1: 94,640 shares; 2016Q2: 91,537 shares; 2016Q3: 82,797 shares; 2016Q4: 93,224 shares 93,224 $5.57M 0.04% +10,427 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 96,338 shares; 2016Q1: 101,037 shares; 2016Q2: 102,197 shares; 2016Q3: 98,320 shares; 2016Q4: 96,744 shares 96,744 $5.56M 0.04% -1,576 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 26,970 shares; 2016Q1: 40,152 shares; 2016Q2: 44,349 shares; 2016Q3: 43,810 shares; 2016Q4: 44,495 shares 44,495 $5.54M 0.04% +685 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 81,462 shares; 2016Q1: 85,670 shares; 2016Q2: 95,672 shares; 2016Q3: 90,547 shares; 2016Q4: 93,629 shares 93,629 $5.49M 0.04% +3,082 Timeline COLUMBIA PROPERTY TRUST INC COLUMBIA PROPERTY TRUST INC More: the full row for COLUMBIA PROPERTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 250,429 shares; 2016Q1: 238,163 shares; 2016Q2: 220,541 shares; 2016Q3: 204,753 shares; 2016Q4: 252,749 shares 252,749 $5.46M 0.04% +47,996 ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,499 shares; 2016Q1: 72,662 shares; 2016Q2: 70,973 shares; 2016Q3: 66,567 shares; 2016Q4: 73,637 shares 73,637 $5.46M 0.04% +7,070 Timeline ENERGY TRANSFER PRTNRS L P ENERGY TRANSFER PRTNRS L P More: the full row for ENERGY TRANSFER PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 155,925 shares; 2016Q1: 149,588 shares; 2016Q2: 144,921 shares; 2016Q3: 156,215 shares; 2016Q4: 150,267 shares 150,267 $5.38M 0.04% -5,948 PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 132,430 shares; 2016Q1: 136,198 shares; 2016Q2: 132,401 shares; 2016Q3: 130,007 shares; 2016Q4: 134,760 shares 134,760 $5.32M 0.04% +4,753 Timeline RYDEX S&P EQ WEIGHT TECHN E… RYDEX S&P EQ WEIGHT TECHN ETF(RYT) More: the full row for RYDEX S&P EQ WEIGHT TECHN ETF(RYT) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 65,252 shares; 2016Q1: 26,535 shares; 2016Q2: 26,095 shares; 2016Q3: 30,853 shares; 2016Q4: 48,866 shares 48,866 $5.3M 0.04% +18,013 FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 42,094 shares; 2016Q1: 48,250 shares; 2016Q2: 121,110 shares; 2016Q3: 117,819 shares; 2016Q4: 112,376 shares 112,376 $5.28M 0.04% -5,443 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 62,820 shares; 2016Q1: 51,084 shares; 2016Q2: 46,094 shares; 2016Q3: 46,660 shares; 2016Q4: 50,823 shares 50,823 $5.26M 0.04% +4,163 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 79,636 shares; 2016Q1: 51,393 shares; 2016Q2: 53,037 shares; 2016Q3: 54,425 shares; 2016Q4: 49,011 shares 49,011 $5.25M 0.04% -5,414 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 53,709 shares; 2016Q1: 52,285 shares; 2016Q2: 53,916 shares; 2016Q3: 57,451 shares; 2016Q4: 90,430 shares 90,430 $5.24M 0.04% +32,979 Invesco S&P 500 Revenue ETF Invesco S&P 500 Revenue ETF More: the full row for Invesco S&P 500 Revenue ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 51,389 shares; 2016Q1: 46,257 shares; 2016Q2: 60,116 shares; 2016Q3: 63,236 shares; 2016Q4: 120,559 shares 120,559 $5.24M 0.04% +57,323 TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 53,139 shares; 2016Q1: 46,285 shares; 2016Q2: 57,667 shares; 2016Q3: 104,702 shares; 2016Q4: 113,580 shares 113,580 $5.22M 0.04% +8,878 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 49,511 shares; 2016Q1: 60,072 shares; 2016Q2: 87,238 shares; 2016Q3: 96,434 shares; 2016Q4: 103,630 shares 103,630 $5.17M 0.04% +7,196 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 25,311 shares; 2016Q1: 23,472 shares; 2016Q2: 24,609 shares; 2016Q3: 73,698 shares; 2016Q4: 103,910 shares 103,910 $5.11M 0.04% +30,212 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 24,597 shares; 2016Q1: 26,489 shares; 2016Q2: 27,621 shares; 2016Q3: 31,928 shares; 2016Q4: 35,819 shares 35,819 $5.05M 0.04% +3,891 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 57,594 shares; 2016Q1: 56,452 shares; 2016Q2: 54,010 shares; 2016Q3: 52,898 shares; 2016Q4: 52,188 shares 52,188 $5M 0.04% -710 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 100,833 shares; 2016Q1: 93,359 shares; 2016Q2: 106,653 shares; 2016Q3: 101,508 shares; 2016Q4: 100,511 shares 100,511 $4.96M 0.04% -997 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 13,275 shares; 2016Q1: 19,323 shares; 2016Q2: 19,139 shares; 2016Q3: 20,628 shares; 2016Q4: 27,887 shares 27,887 $4.96M 0.04% +7,259 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 403,721 shares; 2016Q1: 391,452 shares; 2016Q2: 397,668 shares; 2016Q3: 538,156 shares; 2016Q4: 496,290 shares 496,290 $4.95M 0.04% -41,866 TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 97,644 shares; 2016Q1: 99,677 shares; 2016Q2: 138,625 shares; 2016Q3: 118,520 shares; 2016Q4: 136,339 shares 136,339 $4.94M 0.04% +17,819 Timeline POWERSHARES ETF TRUST DWA T… POWERSHARES ETF TRUST DWA TECH More: the full row for POWERSHARES ETF TRUST DWA TECH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 253,250 shares; 2016Q1: 128,155 shares; 2016Q2: 113,979 shares; 2016Q3: 113,132 shares; 2016Q4: 117,381 shares 117,381 $4.93M 0.04% +4,249 COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,259 shares; 2016Q1: 55,458 shares; 2016Q2: 57,623 shares; 2016Q3: 59,785 shares; 2016Q4: 56,460 shares 56,460 $4.93M 0.04% -3,325 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 47,688 shares; 2016Q1: 54,706 shares; 2016Q2: 54,918 shares; 2016Q3: 58,247 shares; 2016Q4: 51,211 shares 51,211 $4.89M 0.04% -7,036 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 111,674 shares; 2016Q4: 118,617 shares 118,617 $4.89M 0.04% +6,943 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 71,071 shares; 2016Q1: 69,053 shares; 2016Q2: 69,667 shares; 2016Q3: 67,362 shares; 2016Q4: 68,367 shares 68,367 $4.87M 0.04% +1,005 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 234,877 shares; 2016Q1: 246,105 shares; 2016Q2: 144,875 shares; 2016Q3: 125,168 shares; 2016Q4: 151,113 shares 151,113 $4.86M 0.04% +25,945 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 269,765 shares; 2016Q1: 262,150 shares; 2016Q2: 117,618 shares; 2016Q3: 139,902 shares; 2016Q4: 96,428 shares 96,428 $4.81M 0.04% -43,474 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 43,855 shares; 2016Q1: 42,240 shares; 2016Q2: 44,109 shares; 2016Q3: 44,523 shares; 2016Q4: 45,443 shares 45,443 $4.8M 0.04% +920 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 29,353 shares; 2016Q1: 29,308 shares; 2016Q2: 29,095 shares; 2016Q3: 55,928 shares; 2016Q4: 106,067 shares 106,067 $4.76M 0.04% +50,139 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 71,127 shares; 2016Q1: 59,270 shares; 2016Q2: 84,650 shares; 2016Q3: 106,993 shares; 2016Q4: 117,003 shares 117,003 $4.75M 0.04% +10,010 Timeline SPDR SERIES TRUST BLOOMBERG… SPDR SERIES TRUST BLOOMBERG BR More: the full row for SPDR SERIES TRUST BLOOMBERG BR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 158,665 shares; 2016Q1: 132,101 shares; 2016Q2: 121,859 shares; 2016Q3: 113,612 shares; 2016Q4: 130,164 shares 130,164 $4.74M 0.04% +16,552 VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 34,818 shares; 2016Q1: 38,679 shares; 2016Q2: 38,200 shares; 2016Q3: 63,483 shares; 2016Q4: 48,305 shares 48,305 $4.72M 0.03% -15,178 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 112,891 shares; 2016Q1: 67,073 shares; 2016Q2: 40,140 shares; 2016Q3: 40,324 shares; 2016Q4: 47,567 shares 47,567 $4.72M 0.03% +7,243 Timeline PEOPLE'S UNITED FINANCIAL I… PEOPLE'S UNITED FINANCIAL INC More: the full row for PEOPLE'S UNITED FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 194,324 shares; 2016Q1: 257,071 shares; 2016Q2: 289,590 shares; 2016Q3: 404,860 shares; 2016Q4: 243,155 shares 243,155 $4.71M 0.03% -161,705 XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 107,252 shares; 2016Q1: 110,429 shares; 2016Q2: 113,744 shares; 2016Q3: 111,535 shares; 2016Q4: 115,453 shares 115,453 $4.7M 0.03% +3,918 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 120,321 shares; 2016Q1: 115,964 shares; 2016Q2: 119,981 shares; 2016Q3: 123,041 shares; 2016Q4: 137,578 shares 137,578 $4.68M 0.03% +14,537 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 39,872 shares; 2016Q2: 100,541 shares; 2016Q3: 167,978 shares; 2016Q4: 163,859 shares 163,859 $4.68M 0.03% -4,119 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 168,568 shares; 2016Q1: 227,426 shares; 2016Q2: 231,542 shares; 2016Q3: 201,989 shares; 2016Q4: 211,428 shares 211,428 $4.63M 0.03% +9,439 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 110,805 shares; 2016Q1: 128,632 shares; 2016Q2: 124,085 shares; 2016Q3: 124,350 shares; 2016Q4: 243,798 shares 243,798 $4.63M 0.03% +119,448 Timeline RETAIL PPTYS AMER INC RETAIL PPTYS AMER INC More: the full row for RETAIL PPTYS AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 309,678 shares; 2016Q1: 313,057 shares; 2016Q2: 263,216 shares; 2016Q3: 265,953 shares; 2016Q4: 301,305 shares 301,305 $4.62M 0.03% +35,352 PRAXAIR INC PRAXAIR INC More: the full row for PRAXAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 37,718 shares; 2016Q1: 37,659 shares; 2016Q2: 39,030 shares; 2016Q3: 39,126 shares; 2016Q4: 39,261 shares 39,261 $4.6M 0.03% +135 POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 5,613 shares; 2016Q1: 7,681 shares; 2016Q2: 9,580 shares; 2016Q3: 9,446 shares; 2016Q4: 97,177 shares 97,177 $4.59M 0.03% +87,731 IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,381 shares; 2016Q1: 46,309 shares; 2016Q2: 49,582 shares; 2016Q3: 44,636 shares; 2016Q4: 37,151 shares 37,151 $4.55M 0.03% -7,485 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 141,390 shares; 2016Q1: 135,005 shares; 2016Q2: 132,856 shares; 2016Q3: 143,112 shares; 2016Q4: 140,073 shares 140,073 $4.52M 0.03% -3,039 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 50,459 shares; 2016Q1: 62,693 shares; 2016Q2: 79,253 shares; 2016Q3: 89,378 shares; 2016Q4: 95,335 shares 95,335 $4.5M 0.03% +5,957 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 81,044 shares; 2016Q1: 91,054 shares; 2016Q2: 80,190 shares; 2016Q3: 81,127 shares; 2016Q4: 65,753 shares 65,753 $4.49M 0.03% -15,374 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 33,540 shares; 2016Q1: 37,217 shares; 2016Q2: 33,265 shares; 2016Q3: 32,267 shares; 2016Q4: 34,771 shares 34,771 $4.47M 0.03% +2,504 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 223,565 shares; 2016Q1: 226,754 shares; 2016Q2: 232,363 shares; 2016Q3: 258,516 shares; 2016Q4: 271,168 shares 271,168 $4.47M 0.03% +12,652 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 62,032 shares; 2016Q1: 66,932 shares; 2016Q2: 76,456 shares; 2016Q3: 81,443 shares; 2016Q4: 94,799 shares 94,799 $4.46M 0.03% +13,356 Timeline BUCKEYE PARTNERS LP (BPL) BUCKEYE PARTNERS LP (BPL) More: the full row for BUCKEYE PARTNERS LP (BPL) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 63,923 shares; 2016Q1: 64,824 shares; 2016Q2: 64,046 shares; 2016Q3: 66,268 shares; 2016Q4: 67,339 shares 67,339 $4.46M 0.03% +1,071 FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,024 shares; 2016Q1: 76,464 shares; 2016Q2: 74,367 shares; 2016Q3: 30,060 shares; 2016Q4: 137,789 shares 137,789 $4.44M 0.03% +107,729 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 14,878 shares; 2016Q1: 16,488 shares; 2016Q2: 17,017 shares; 2016Q3: 17,556 shares; 2016Q4: 19,808 shares 19,808 $4.43M 0.03% +2,252 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 154,601 shares; 2016Q1: 163,677 shares; 2016Q2: 144,016 shares; 2016Q3: 141,268 shares; 2016Q4: 141,216 shares 141,216 $4.42M 0.03% -52 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 22,134 shares; 2016Q1: 16,004 shares; 2016Q2: 14,252 shares; 2016Q3: 11,116 shares; 2016Q4: 74,749 shares 74,749 $4.42M 0.03% +63,633 Timeline MAIDEN HOLDINGS LTD MAIDEN HOLDINGS LTD More: the full row for MAIDEN HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 287,597 shares; 2016Q1: 291,438 shares; 2016Q2: 286,902 shares; 2016Q3: 286,066 shares; 2016Q4: 251,618 shares 251,618 $4.39M 0.03% -34,448 NORTHSTAR REIT. NORTHSTAR REIT. More: the full row for NORTHSTAR REIT. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 323,329 shares; 2016Q1: 368,189 shares; 2016Q2: 365,004 shares; 2016Q3: 368,441 shares; 2016Q4: 288,496 shares 288,496 $4.37M 0.03% -79,945 DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 244,217 shares; 2016Q1: 239,934 shares; 2016Q2: 235,523 shares; 2016Q3: 237,503 shares; 2016Q4: 117,044 shares 117,044 $4.37M 0.03% -120,459 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 64,799 shares; 2016Q1: 56,323 shares; 2016Q2: 57,876 shares; 2016Q3: 59,526 shares; 2016Q4: 64,589 shares 64,589 $4.33M 0.03% +5,063 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 46,414 shares; 2016Q1: 47,713 shares; 2016Q2: 54,791 shares; 2016Q3: 59,481 shares; 2016Q4: 58,683 shares 58,683 $4.33M 0.03% -798 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,457 shares; 2016Q1: 39,099 shares; 2016Q2: 51,520 shares; 2016Q3: 67,316 shares; 2016Q4: 107,127 shares 107,127 $4.32M 0.03% +39,811 Timeline HYD HYD More: the full row for HYD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 79,608 shares; 2016Q3: 112,008 shares; 2016Q4: 145,074 shares 145,074 $4.31M 0.03% +33,066 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 21,714 shares; 2016Q1: 29,282 shares; 2016Q2: 29,491 shares; 2016Q3: 29,891 shares; 2016Q4: 29,910 shares 29,910 $4.3M 0.03% +19 Timeline BARCLAYS BANK PLC BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 152,931 shares; 2016Q1: 157,331 shares; 2016Q2: 162,710 shares; 2016Q3: 165,572 shares; 2016Q4: 169,072 shares 169,072 $4.29M 0.03% +3,500 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,712 shares; 2016Q1: 47,574 shares; 2016Q2: 54,564 shares; 2016Q3: 52,982 shares; 2016Q4: 55,046 shares 55,046 $4.29M 0.03% +2,064 Timeline TIME WARNER INC TIME WARNER INC More: the full row for TIME WARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 28,746 shares; 2016Q1: 37,860 shares; 2016Q2: 39,298 shares; 2016Q3: 38,893 shares; 2016Q4: 44,258 shares 44,258 $4.27M 0.03% +5,365 RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 242,655 shares; 2016Q1: 242,395 shares; 2016Q2: 243,361 shares; 2016Q3: 246,401 shares; 2016Q4: 297,266 shares 297,266 $4.27M 0.03% +50,865 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 248,686 shares; 2016Q1: 277,673 shares; 2016Q2: 247,970 shares; 2016Q3: 247,853 shares; 2016Q4: 220,370 shares 220,370 $4.25M 0.03% -27,483 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 34,296 shares; 2016Q1: 35,733 shares; 2016Q2: 36,369 shares; 2016Q3: 34,616 shares; 2016Q4: 34,879 shares 34,879 $4.25M 0.03% +263 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 86,901 shares; 2016Q1: 82,433 shares; 2016Q2: 116,194 shares; 2016Q3: 101,054 shares; 2016Q4: 168,132 shares 168,132 $4.24M 0.03% +67,078 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 26,032 shares; 2016Q2: 27,252 shares; 2016Q3: 28,344 shares; 2016Q4: 32,079 shares 32,079 $4.24M 0.03% +3,735 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 50,520 shares; 2016Q1: 92,746 shares; 2016Q2: 83,010 shares; 2016Q3: 83,713 shares; 2016Q4: 105,234 shares 105,234 $4.24M 0.03% +21,521 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 109,402 shares; 2016Q1: 101,425 shares; 2016Q2: 93,495 shares; 2016Q3: 74,525 shares; 2016Q4: 83,354 shares 83,354 $4.23M 0.03% +8,829 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 220,235 shares; 2016Q1: 228,514 shares; 2016Q2: 241,407 shares; 2016Q3: 262,766 shares; 2016Q4: 70,406 shares 70,406 $4.23M 0.03% -192,360 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 27,520 shares; 2016Q1: 29,831 shares; 2016Q2: 29,276 shares; 2016Q3: 32,123 shares; 2016Q4: 35,968 shares 35,968 $4.22M 0.03% +3,845 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 155,178 shares; 2016Q1: 177,506 shares; 2016Q2: 201,292 shares; 2016Q3: 209,438 shares; 2016Q4: 221,180 shares 221,180 $4.17M 0.03% +11,742 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 11,410 shares; 2016Q1: 16,663 shares; 2016Q2: 29,829 shares; 2016Q3: 69,318 shares; 2016Q4: 83,267 shares 83,267 $4.16M 0.03% +13,949 Timeline MDIV 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 168,956 shares; 2016Q1: 184,782 shares; 2016Q2: 191,296 shares; 2016Q3: 212,226 shares; 2016Q4: 217,388 shares 217,388 $4.15M 0.03% +5,162 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 10,608 shares; 2016Q3: 145,098 shares; 2016Q4: 157,451 shares 157,451 $4.15M 0.03% +12,353 MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 55,047 shares; 2016Q1: 41,769 shares; 2016Q2: 39,992 shares; 2016Q3: 42,316 shares; 2016Q4: 44,401 shares 44,401 $4.14M 0.03% +2,085 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 156,137 shares 156,137 $4.14M 0.03% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 42,809 shares; 2016Q1: 40,337 shares; 2016Q2: 41,453 shares; 2016Q3: 43,577 shares; 2016Q4: 44,106 shares 44,106 $4.12M 0.03% +529 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 96,415 shares; 2016Q1: 102,597 shares; 2016Q2: 95,957 shares; 2016Q3: 92,443 shares; 2016Q4: 97,066 shares 97,066 $4.1M 0.03% +4,623 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 131,623 shares; 2016Q1: 167,228 shares; 2016Q2: 123,123 shares; 2016Q3: 134,778 shares; 2016Q4: 131,375 shares 131,375 $4.09M 0.03% -3,403 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 18,395 shares; 2016Q1: 23,044 shares; 2016Q2: 26,648 shares; 2016Q3: 27,098 shares; 2016Q4: 29,113 shares 29,113 $4.09M 0.03% +2,015 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 34,455 shares; 2016Q1: 33,661 shares; 2016Q2: 31,176 shares; 2016Q3: 28,629 shares; 2016Q4: 36,086 shares 36,086 $4.04M 0.03% +7,457 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 74,898 shares; 2016Q1: 77,831 shares; 2016Q2: 76,405 shares; 2016Q3: 77,737 shares; 2016Q4: 99,091 shares 99,091 $4.03M 0.03% +21,354 MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 31,165 shares; 2016Q1: 33,963 shares; 2016Q2: 36,294 shares; 2016Q3: 42,905 shares; 2016Q4: 48,593 shares 48,593 $4.02M 0.03% +5,688 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 99,136 shares; 2016Q1: 95,529 shares; 2016Q2: 95,530 shares; 2016Q3: 95,531 shares; 2016Q4: 95,532 shares 95,532 $4M 0.03% +1 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 184,521 shares; 2016Q1: 183,669 shares; 2016Q2: 180,136 shares; 2016Q3: 186,248 shares; 2016Q4: 203,597 shares 203,597 $3.99M 0.03% +17,349 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 218,310 shares; 2016Q1: 218,310 shares; 2016Q2: 218,196 shares; 2016Q3: 218,196 shares; 2016Q4: 215,196 shares 215,196 $3.98M 0.03% -3,000 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 145,720 shares; 2016Q1: 132,672 shares; 2016Q2: 135,373 shares; 2016Q3: 167,001 shares; 2016Q4: 160,928 shares 160,928 $3.93M 0.03% -6,073 Timeline INVESCO WATER RESOURCES ETF INVESCO WATER RESOURCES ETF More: the full row for INVESCO WATER RESOURCES ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 169,317 shares; 2016Q1: 154,938 shares; 2016Q2: 143,697 shares; 2016Q3: 143,444 shares; 2016Q4: 159,710 shares 159,710 $3.93M 0.03% +16,266 KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 188,339 shares; 2016Q1: 184,473 shares; 2016Q2: 177,292 shares; 2016Q3: 154,069 shares; 2016Q4: 166,880 shares 166,880 $3.92M 0.03% +12,811 Timeline VEREIT INC VEREIT INC More: the full row for VEREIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 689,608 shares; 2016Q1: 554,111 shares; 2016Q2: 233,319 shares; 2016Q3: 247,745 shares; 2016Q4: 462,619 shares 462,619 $3.91M 0.03% +214,874 TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,834 shares; 2016Q1: 76,026 shares; 2016Q2: 74,277 shares; 2016Q3: 78,940 shares; 2016Q4: 76,679 shares 76,679 $3.91M 0.03% -2,261 CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 41,372 shares; 2016Q1: 44,420 shares; 2016Q2: 50,837 shares; 2016Q3: 51,924 shares; 2016Q4: 54,081 shares 54,081 $3.89M 0.03% +2,157 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 22,595 shares; 2016Q1: 25,596 shares; 2016Q2: 28,471 shares; 2016Q3: 29,508 shares; 2016Q4: 25,291 shares 25,291 $3.88M 0.03% -4,217 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 148,019 shares; 2016Q1: 148,190 shares; 2016Q2: 148,552 shares; 2016Q3: 145,594 shares; 2016Q4: 144,841 shares 144,841 $3.88M 0.03% -753 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,106 shares; 2016Q1: 70,447 shares; 2016Q2: 23,488 shares; 2016Q3: 21,392 shares; 2016Q4: 23,617 shares 23,617 $3.85M 0.03% +2,225 Timeline Direxion All Cap Insider Se… Direxion All Cap Insider Senti More: the full row for Direxion All Cap Insider Senti Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 52,292 shares; 2016Q1: 54,558 shares; 2016Q2: 58,740 shares; 2016Q3: 29,309 shares; 2016Q4: 50,210 shares 50,210 $3.84M 0.03% +20,901 BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 26,968 shares; 2016Q1: 26,019 shares; 2016Q2: 25,849 shares; 2016Q3: 25,069 shares; 2016Q4: 23,330 shares 23,330 $3.84M 0.03% -1,739 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 59,295 shares; 2016Q1: 51,719 shares; 2016Q2: 71,924 shares; 2016Q3: 69,939 shares; 2016Q4: 67,812 shares 67,812 $3.82M 0.03% -2,127 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 238,695 shares; 2016Q1: 169,623 shares; 2016Q2: 128,322 shares; 2016Q3: 91,516 shares; 2016Q4: 66,279 shares 66,279 $3.8M 0.03% -25,237 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,976 shares; 2016Q1: 74,139 shares; 2016Q2: 73,282 shares; 2016Q3: 81,070 shares; 2016Q4: 137,277 shares 137,277 $3.8M 0.03% +56,207 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 70,193 shares; 2016Q1: 87,730 shares; 2016Q2: 110,641 shares; 2016Q3: 91,839 shares; 2016Q4: 59,167 shares 59,167 $3.78M 0.03% -32,672 Timeline QQEW 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 123,599 shares; 2016Q1: 87,848 shares; 2016Q2: 84,671 shares; 2016Q3: 82,266 shares; 2016Q4: 81,568 shares 81,568 $3.77M 0.03% -698 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 99,069 shares; 2016Q1: 64,828 shares; 2016Q2: 56,252 shares; 2016Q3: 59,213 shares; 2016Q4: 79,067 shares 79,067 $3.77M 0.03% +19,854 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 28,946 shares; 2016Q1: 31,320 shares; 2016Q2: 48,293 shares; 2016Q3: 51,645 shares; 2016Q4: 51,638 shares 51,638 $3.71M 0.03% -7 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 65,588 shares; 2016Q1: 57,730 shares; 2016Q2: 79,321 shares; 2016Q3: 76,366 shares; 2016Q4: 78,269 shares 78,269 $3.7M 0.03% +1,903 Timeline NATIONAL GRID PLC NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 73,994 shares; 2016Q1: 70,907 shares; 2016Q2: 65,954 shares; 2016Q3: 62,500 shares; 2016Q4: 63,215 shares 63,215 $3.69M 0.03% +715 HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 28,125 shares; 2016Q1: 42,985 shares; 2016Q2: 168,012 shares; 2016Q3: 180,493 shares; 2016Q4: 195,529 shares 195,529 $3.68M 0.03% +15,036 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 122,876 shares; 2016Q1: 121,477 shares; 2016Q2: 92,272 shares; 2016Q3: 79,436 shares; 2016Q4: 67,960 shares 67,960 $3.68M 0.03% -11,476 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 73,592 shares; 2016Q1: 76,476 shares; 2016Q2: 71,363 shares; 2016Q3: 71,003 shares; 2016Q4: 69,987 shares 69,987 $3.67M 0.03% -1,016 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 13,113 shares; 2016Q2: 17,035 shares; 2016Q3: 19,223 shares; 2016Q4: 20,588 shares 20,588 $3.64M 0.03% +1,365 VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 56,299 shares; 2016Q1: 67,325 shares; 2016Q2: 61,089 shares; 2016Q3: 60,568 shares; 2016Q4: 67,639 shares 67,639 $3.61M 0.03% +7,071 Timeline APACHE CORP APACHE CORP More: the full row for APACHE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 62,051 shares; 2016Q1: 61,349 shares; 2016Q2: 62,203 shares; 2016Q3: 56,839 shares; 2016Q4: 56,805 shares 56,805 $3.6M 0.03% -34 POWERSHARES GLOBAL ETF FD POWERSHARES GLOBAL ETF FD More: the full row for POWERSHARES GLOBAL ETF FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 162,171 shares; 2016Q1: 376,951 shares; 2016Q2: 178,125 shares; 2016Q3: 168,890 shares; 2016Q4: 169,368 shares 169,368 $3.6M 0.03% +478 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,655 shares; 2016Q1: 40,423 shares; 2016Q2: 45,042 shares; 2016Q3: 41,721 shares; 2016Q4: 41,462 shares 41,462 $3.6M 0.03% -259 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 25,464 shares; 2016Q1: 26,453 shares; 2016Q2: 34,313 shares; 2016Q3: 35,295 shares; 2016Q4: 34,942 shares 34,942 $3.6M 0.03% -353 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 33,068 shares; 2016Q1: 69,457 shares; 2016Q2: 68,440 shares; 2016Q3: 69,535 shares; 2016Q4: 62,344 shares 62,344 $3.58M 0.03% -7,191 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 159,368 shares; 2016Q1: 172,359 shares; 2016Q2: 122,150 shares; 2016Q3: 122,899 shares; 2016Q4: 125,414 shares 125,414 $3.57M 0.03% +2,515 EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,329 shares; 2016Q1: 39,871 shares; 2016Q2: 35,843 shares; 2016Q3: 34,658 shares; 2016Q4: 34,747 shares 34,747 $3.57M 0.03% +89 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 74,723 shares; 2016Q1: 49,713 shares; 2016Q2: 45,985 shares; 2016Q3: 45,871 shares; 2016Q4: 58,006 shares 58,006 $3.57M 0.03% +12,135 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 47,242 shares; 2016Q1: 37,939 shares; 2016Q2: 38,461 shares; 2016Q3: 37,958 shares; 2016Q4: 35,848 shares 35,848 $3.53M 0.03% -2,110 Timeline INVESCO FINANCIAL PREFERRED… INVESCO FINANCIAL PREFERRED ETF More: the full row for INVESCO FINANCIAL PREFERRED ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 177,496 shares; 2016Q1: 178,787 shares; 2016Q2: 182,207 shares; 2016Q3: 212,991 shares; 2016Q4: 196,124 shares 196,124 $3.52M 0.03% -16,867 OPPENHEIMER ETF TR OPPENHEIMER ETF TR More: the full row for OPPENHEIMER ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 11,569 shares; 2016Q4: 102,534 shares 102,534 $3.51M 0.03% +90,965 EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 31,790 shares; 2016Q1: 36,198 shares; 2016Q2: 39,075 shares; 2016Q3: 33,450 shares; 2016Q4: 34,727 shares 34,727 $3.51M 0.03% +1,277 Timeline PRICELINE GRP INC PRICELINE GRP INC More: the full row for PRICELINE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,408 shares; 2016Q1: 2,533 shares; 2016Q2: 2,993 shares; 2016Q3: 2,487 shares; 2016Q4: 2,393 shares 2,393 $3.51M 0.03% -94 CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,276 shares; 2016Q1: 37,242 shares; 2016Q2: 40,480 shares; 2016Q3: 72,706 shares; 2016Q4: 79,304 shares 79,304 $3.5M 0.03% +6,598 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 54,027 shares; 2016Q1: 66,570 shares; 2016Q2: 278,801 shares; 2016Q3: 228,579 shares; 2016Q4: 241,106 shares 241,106 $3.49M 0.03% +12,527 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; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 20,043 shares; 2016Q1: 24,182 shares; 2016Q2: 24,577 shares; 2016Q3: 27,012 shares; 2016Q4: 27,863 shares 27,863 $3.48M 0.03% +851 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 12,321 shares; 2016Q1: 12,584 shares; 2016Q2: 10,602 shares; 2016Q3: 9,141 shares; 2016Q4: 70,241 shares 70,241 $3.48M 0.03% +61,100 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 329,214 shares; 2016Q1: 298,811 shares; 2016Q2: 308,087 shares; 2016Q3: 290,914 shares; 2016Q4: 262,715 shares 262,715 $3.46M 0.03% -28,199 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 49,041 shares; 2016Q1: 49,719 shares; 2016Q2: 70,869 shares; 2016Q3: 76,386 shares; 2016Q4: 71,607 shares 71,607 $3.46M 0.03% -4,779 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 352,391 shares; 2016Q1: 89,770 shares; 2016Q2: 114,643 shares; 2016Q3: 100,065 shares; 2016Q4: 147,047 shares 147,047 $3.44M 0.03% +46,982