IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 4,346,303 shares 4,346,303 $495M 3.31% -21,513 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 4,134,957 shares 4,134,957 $475M 3.18% -21,723 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; 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; 2017Q1: 9,339,170 shares 9,339,170 $367M 2.46% +441,936 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 2,549,443 shares 2,549,443 $366M 2.45% -15,132 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; 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; 2017Q1: 1,857,375 shares 1,857,375 $225M 1.51% +339,342 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 587,365 shares; 2016Q1: 708,426 shares; 2016Q2: 664,199 shares; 2016Q3: 641,790 shares; 2016Q4: 733,791 shares; 2017Q1: 850,814 shares 850,814 $202M 1.35% +117,023 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 751,251 shares; 2016Q1: 777,195 shares; 2016Q2: 784,162 shares; 2016Q3: 783,048 shares; 2016Q4: 800,545 shares; 2017Q1: 850,785 shares 850,785 $201M 1.34% +50,240 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; 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; 2017Q1: 2,048,805 shares 2,048,805 $168M 1.12% +77,437 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; 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; 2017Q1: 5,227,036 shares 5,227,036 $156M 1.04% +382,866 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 800,422 shares; 2016Q1: 826,074 shares; 2016Q2: 840,783 shares; 2016Q3: 841,963 shares; 2016Q4: 860,442 shares; 2017Q1: 912,460 shares 912,460 $152M 1.02% +52,018 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 1,199,588 shares 1,199,588 $149M 1% +46,298 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 3,480,265 shares 3,480,265 $145M 0.97% +167,525 Timeline 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; 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; 2017Q1: 1,078,563 shares 1,078,563 $143M 0.96% +67,287 IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 1,297,190 shares 1,297,190 $135M 0.9% +73,408 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 440,259 shares; 2016Q1: 526,892 shares; 2016Q2: 556,144 shares; 2016Q3: 696,293 shares; 2016Q4: 809,900 shares; 2017Q1: 1,858,395 shares 1,858,395 $129M 0.86% +1,048,495 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 1,547,264 shares 1,547,264 $128M 0.86% +99,312 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; 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; 2017Q1: 2,563,486 shares 2,563,486 $125M 0.84% +120,211 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 334,099 shares; 2016Q1: 377,687 shares; 2016Q2: 469,577 shares; 2016Q3: 581,776 shares; 2016Q4: 608,120 shares; 2017Q1: 709,440 shares 709,440 $121M 0.81% +101,320 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; 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; 2017Q1: 12,108,525 shares 12,108,525 $119M 0.79% +384,554 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; 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; 2017Q1: 1,318,817 shares 1,318,817 $118M 0.79% +55,755 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 909,835 shares; 2016Q1: 849,373 shares; 2016Q2: 866,673 shares; 2016Q3: 879,061 shares; 2016Q4: 929,690 shares; 2017Q1: 948,912 shares 948,912 $115M 0.77% +19,222 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; 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; 2017Q1: 2,867,564 shares 2,867,564 $114M 0.76% -4,598 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 814,046 shares; 2016Q1: 832,047 shares; 2016Q2: 849,475 shares; 2016Q3: 872,842 shares; 2016Q4: 930,861 shares; 2017Q1: 945,462 shares 945,462 $112M 0.75% +14,601 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; 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; 2017Q1: 1,181,949 shares 1,181,949 $106M 0.71% -16,224 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 1,589,981 shares 1,589,981 $105M 0.7% +59,642 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 413,094 shares; 2016Q1: 430,772 shares; 2016Q2: 440,511 shares; 2016Q3: 432,217 shares; 2016Q4: 447,777 shares; 2017Q1: 475,334 shares 475,334 $103M 0.69% +27,557 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 843,469 shares; 2016Q1: 810,767 shares; 2016Q2: 810,991 shares; 2016Q3: 841,670 shares; 2016Q4: 967,708 shares; 2017Q1: 1,049,449 shares 1,049,449 $100M 0.67% +81,741 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 548,637 shares; 2016Q1: 532,553 shares; 2016Q2: 545,736 shares; 2016Q3: 630,361 shares; 2016Q4: 696,843 shares; 2017Q1: 706,659 shares 706,659 $92.9M 0.62% +9,816 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 817,800 shares; 2016Q1: 612,716 shares; 2016Q2: 678,878 shares; 2016Q3: 702,399 shares; 2016Q4: 883,313 shares; 2017Q1: 998,371 shares 998,371 $90.7M 0.61% +115,058 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; 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; 2017Q1: 1,248,790 shares 1,248,790 $89.2M 0.6% -2,453 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 559,774 shares; 2016Q1: 593,933 shares; 2016Q2: 626,019 shares; 2016Q3: 646,482 shares; 2016Q4: 827,226 shares; 2017Q1: 825,563 shares 825,563 $85.9M 0.58% -1,663 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 2,504,859 shares 2,504,859 $85.7M 0.57% +147,450 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 310,803 shares; 2016Q1: 531,459 shares; 2016Q2: 568,617 shares; 2016Q3: 771,504 shares; 2016Q4: 891,834 shares; 2017Q1: 1,060,315 shares 1,060,315 $84.5M 0.57% +168,481 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 651,987 shares; 2016Q1: 710,283 shares; 2016Q2: 716,431 shares; 2016Q3: 738,374 shares; 2016Q4: 761,472 shares; 2017Q1: 780,324 shares 780,324 $83.8M 0.56% +18,852 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 2,130,339 shares 2,130,339 $82.4M 0.55% +94,264 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 697,991 shares; 2016Q1: 718,873 shares; 2016Q2: 861,778 shares; 2016Q3: 911,251 shares; 2016Q4: 972,334 shares; 2017Q1: 1,056,328 shares 1,056,328 $82M 0.55% +83,994 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 396,766 shares; 2016Q1: 634,324 shares; 2016Q2: 767,883 shares; 2016Q3: 811,870 shares; 2016Q4: 762,416 shares; 2017Q1: 738,105 shares 738,105 $80.1M 0.54% -24,311 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 1,478,707 shares 1,478,707 $79.9M 0.53% +137,412 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 271,712 shares; 2016Q1: 286,108 shares; 2016Q2: 390,251 shares; 2016Q3: 421,456 shares; 2016Q4: 454,495 shares; 2017Q1: 492,051 shares 492,051 $79.5M 0.53% +37,556 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 1,235,679 shares 1,235,679 $77M 0.52% -3,720 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 1,603,462 shares 1,603,462 $76.5M 0.51% -182,729 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; 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; 2017Q1: 1,532,089 shares 1,532,089 $73.4M 0.49% +418,351 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 570,347 shares; 2016Q1: 587,421 shares; 2016Q2: 597,313 shares; 2016Q3: 606,942 shares; 2016Q4: 626,684 shares; 2017Q1: 647,907 shares 647,907 $72.5M 0.49% +21,223 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 414,933 shares; 2016Q1: 435,910 shares; 2016Q2: 451,527 shares; 2016Q3: 468,363 shares; 2016Q4: 514,023 shares; 2017Q1: 535,498 shares 535,498 $71.4M 0.48% +21,475 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 902,901 shares; 2016Q1: 908,951 shares; 2016Q2: 912,851 shares; 2016Q3: 867,016 shares; 2016Q4: 905,196 shares; 2017Q1: 676,861 shares 676,861 $71.2M 0.48% -228,335 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 346,704 shares; 2016Q1: 361,213 shares; 2016Q2: 385,146 shares; 2016Q3: 394,200 shares; 2016Q4: 394,242 shares; 2017Q1: 408,653 shares 408,653 $71.2M 0.48% +14,411 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 664,960 shares; 2016Q1: 670,925 shares; 2016Q2: 697,846 shares; 2016Q3: 714,996 shares; 2016Q4: 770,939 shares; 2017Q1: 800,782 shares 800,782 $70.6M 0.47% +29,843 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 531,401 shares; 2016Q1: 551,673 shares; 2016Q2: 574,419 shares; 2016Q3: 571,189 shares; 2016Q4: 589,815 shares; 2017Q1: 615,622 shares 615,622 $69.8M 0.47% +25,807 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; 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; 2017Q1: 812,952 shares 812,952 $67.1M 0.45% +58,109 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 412,400 shares; 2016Q1: 412,113 shares; 2016Q2: 415,204 shares; 2016Q3: 440,691 shares; 2016Q4: 470,918 shares; 2017Q1: 477,489 shares 477,489 $66.5M 0.45% +6,571 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 52,415 shares; 2016Q1: 208,480 shares; 2016Q2: 411,185 shares; 2016Q3: 519,384 shares; 2016Q4: 731,460 shares; 2017Q1: 1,189,726 shares 1,189,726 $65.1M 0.44% +458,266 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,289 shares; 2016Q1: 46,352 shares; 2016Q2: 53,407 shares; 2016Q3: 59,128 shares; 2016Q4: 67,827 shares; 2017Q1: 73,056 shares 73,056 $64.8M 0.43% +5,229 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 416,127 shares; 2016Q1: 370,505 shares; 2016Q2: 367,502 shares; 2016Q3: 370,233 shares; 2016Q4: 422,874 shares; 2017Q1: 445,977 shares 445,977 $61.3M 0.41% +23,103 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 117,840 shares; 2016Q1: 168,981 shares; 2016Q2: 162,117 shares; 2016Q3: 172,310 shares; 2016Q4: 178,974 shares; 2017Q1: 194,079 shares 194,079 $60.6M 0.41% +15,105 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 469,179 shares; 2016Q1: 485,538 shares; 2016Q2: 489,081 shares; 2016Q3: 493,874 shares; 2016Q4: 521,220 shares; 2017Q1: 513,929 shares 513,929 $58M 0.39% -7,291 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 519,553 shares; 2016Q1: 548,494 shares; 2016Q2: 578,911 shares; 2016Q3: 598,521 shares; 2016Q4: 640,675 shares; 2017Q1: 658,498 shares 658,498 $57.8M 0.39% +17,823 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 286,633 shares; 2016Q1: 293,161 shares; 2016Q2: 293,919 shares; 2016Q3: 291,837 shares; 2016Q4: 299,256 shares; 2017Q1: 392,680 shares 392,680 $57.7M 0.39% +93,424 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 815,365 shares; 2016Q1: 845,044 shares; 2016Q2: 863,667 shares; 2016Q3: 873,329 shares; 2016Q4: 886,502 shares; 2017Q1: 894,233 shares 894,233 $56.8M 0.38% +7,731 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 302,847 shares; 2016Q1: 309,093 shares; 2016Q2: 340,266 shares; 2016Q3: 357,301 shares; 2016Q4: 380,852 shares; 2017Q1: 397,874 shares 397,874 $56.5M 0.38% +17,022 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; 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; 2017Q1: 1,163,716 shares 1,163,716 $56.4M 0.38% -4,168 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 381,632 shares; 2016Q1: 404,823 shares; 2016Q2: 424,180 shares; 2016Q3: 435,844 shares; 2016Q4: 488,153 shares; 2017Q1: 538,037 shares 538,037 $55.2M 0.37% +49,884 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 463,015 shares; 2016Q1: 516,245 shares; 2016Q2: 525,635 shares; 2016Q3: 509,290 shares; 2016Q4: 566,557 shares; 2017Q1: 605,142 shares 605,142 $55.1M 0.37% +38,585 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 385,764 shares; 2016Q1: 410,521 shares; 2016Q2: 410,612 shares; 2016Q3: 414,528 shares; 2016Q4: 423,785 shares; 2017Q1: 417,770 shares 417,770 $54.1M 0.36% -6,015 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q1: 1,452,198 shares 1,452,198 $52.4M 0.35% +90,452 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; 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; 2017Q1: 1,230,999 shares 1,230,999 $52.2M 0.35% +42,099 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 264,503 shares; 2016Q1: 285,925 shares; 2016Q2: 359,266 shares; 2016Q3: 610,634 shares; 2016Q4: 581,131 shares; 2017Q1: 612,647 shares 612,647 $51.4M 0.34% +31,516 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 414,413 shares; 2016Q1: 411,669 shares; 2016Q2: 448,504 shares; 2016Q3: 511,031 shares; 2016Q4: 699,341 shares; 2017Q1: 873,205 shares 873,205 $50.6M 0.34% +173,864 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 272,235 shares; 2016Q1: 584,825 shares; 2016Q2: 737,298 shares; 2016Q3: 825,252 shares; 2016Q4: 945,546 shares; 2017Q1: 1,016,592 shares 1,016,592 $49.7M 0.33% +71,046 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; 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; 2017Q1: 2,061,020 shares 2,061,020 $48.6M 0.33% +124,033 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 512,731 shares; 2016Q1: 679,607 shares; 2016Q2: 808,821 shares; 2016Q3: 967,563 shares; 2016Q4: 797,561 shares; 2017Q1: 729,583 shares 729,583 $48.2M 0.32% -67,978 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 405,088 shares; 2016Q1: 423,347 shares; 2016Q2: 490,996 shares; 2016Q3: 527,257 shares; 2016Q4: 545,170 shares; 2017Q1: 578,648 shares 578,648 $46.9M 0.31% +33,478 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 743,038 shares; 2016Q1: 813,050 shares; 2016Q2: 875,126 shares; 2016Q3: 809,576 shares; 2016Q4: 799,223 shares; 2017Q1: 830,346 shares 830,346 $46.2M 0.31% +31,123 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 269,296 shares; 2016Q1: 241,045 shares; 2016Q2: 242,076 shares; 2016Q3: 243,995 shares; 2016Q4: 238,684 shares; 2017Q1: 240,000 shares 240,000 $44.9M 0.3% +1,316 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 302,107 shares; 2016Q1: 317,590 shares; 2016Q2: 325,258 shares; 2016Q3: 329,052 shares; 2016Q4: 336,688 shares; 2017Q1: 338,677 shares 338,677 $43.5M 0.29% +1,989 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; 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; 2017Q1: 1,274,591 shares 1,274,591 $43.1M 0.29% +97,327 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; 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; 2017Q1: 1,779,426 shares 1,779,426 $42.2M 0.28% +204,172 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 224,051 shares; 2016Q1: 303,203 shares; 2016Q2: 434,744 shares; 2016Q3: 536,378 shares; 2016Q4: 338,356 shares; 2017Q1: 350,886 shares 350,886 $41.7M 0.28% +12,530 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 202,525 shares; 2016Q1: 219,331 shares; 2016Q2: 229,761 shares; 2016Q3: 231,802 shares; 2016Q4: 228,771 shares; 2017Q1: 234,565 shares 234,565 $41.5M 0.28% +5,794 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,313 shares; 2016Q1: 39,588 shares; 2016Q2: 42,951 shares; 2016Q3: 43,173 shares; 2016Q4: 43,534 shares; 2017Q1: 48,197 shares 48,197 $40.9M 0.27% +4,663 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 174,444 shares; 2016Q1: 171,787 shares; 2016Q2: 180,096 shares; 2016Q3: 203,732 shares; 2016Q4: 237,121 shares; 2017Q1: 354,811 shares 354,811 $40.7M 0.27% +117,690 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 157,914 shares; 2016Q1: 167,074 shares; 2016Q2: 184,575 shares; 2016Q3: 192,911 shares; 2016Q4: 200,302 shares; 2017Q1: 212,370 shares 212,370 $40.6M 0.27% +12,068 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 491,250 shares; 2016Q1: 557,267 shares; 2016Q2: 573,027 shares; 2016Q3: 587,193 shares; 2016Q4: 599,681 shares; 2017Q1: 622,240 shares 622,240 $40.5M 0.27% +22,559 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 322,514 shares; 2016Q1: 371,477 shares; 2016Q2: 392,639 shares; 2016Q3: 387,981 shares; 2016Q4: 389,126 shares; 2017Q1: 387,148 shares 387,148 $39.7M 0.27% -1,978 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 722,914 shares; 2016Q1: 659,823 shares; 2016Q2: 652,711 shares; 2016Q3: 690,228 shares; 2016Q4: 746,861 shares; 2017Q1: 810,890 shares 810,890 $38.8M 0.26% +64,029 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 560,966 shares; 2016Q1: 545,066 shares; 2016Q2: 536,175 shares; 2016Q3: 603,754 shares; 2016Q4: 647,386 shares; 2017Q1: 701,467 shares 701,467 $38.1M 0.26% +54,081 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 314,778 shares; 2016Q1: 316,847 shares; 2016Q2: 331,768 shares; 2016Q3: 331,773 shares; 2016Q4: 333,502 shares; 2017Q1: 348,722 shares 348,722 $37.7M 0.25% +15,220 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 176,200 shares; 2016Q1: 181,502 shares; 2016Q2: 192,768 shares; 2016Q3: 191,130 shares; 2016Q4: 189,152 shares; 2017Q1: 229,662 shares 229,662 $37.7M 0.25% +40,510 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 245,926 shares; 2016Q1: 256,061 shares; 2016Q2: 263,879 shares; 2016Q3: 266,700 shares; 2016Q4: 319,803 shares; 2017Q1: 329,210 shares 329,210 $36.9M 0.25% +9,407 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 236,796 shares; 2016Q1: 225,797 shares; 2016Q2: 251,866 shares; 2016Q3: 264,491 shares; 2016Q4: 280,160 shares; 2017Q1: 300,269 shares 300,269 $36.9M 0.25% +20,109 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; 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; 2017Q1: 1,270,333 shares 1,270,333 $36.9M 0.25% +166,438 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 304,214 shares; 2016Q1: 383,178 shares; 2016Q2: 422,184 shares; 2016Q3: 419,976 shares; 2016Q4: 540,979 shares; 2017Q1: 525,309 shares 525,309 $36.7M 0.25% -15,670 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 32,055 shares; 2016Q1: 36,401 shares; 2016Q2: 38,966 shares; 2016Q3: 39,979 shares; 2016Q4: 42,061 shares; 2017Q1: 44,142 shares 44,142 $36.6M 0.25% +2,081 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 294,784 shares; 2016Q1: 328,917 shares; 2016Q2: 338,458 shares; 2016Q3: 334,022 shares; 2016Q4: 374,132 shares; 2017Q1: 408,904 shares 408,904 $36.3M 0.24% +34,772 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 114,345 shares; 2016Q1: 126,959 shares; 2016Q2: 135,694 shares; 2016Q3: 155,368 shares; 2016Q4: 160,013 shares; 2017Q1: 362,049 shares 362,049 $36.3M 0.24% +202,036 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 280,238 shares; 2016Q1: 296,978 shares; 2016Q2: 342,606 shares; 2016Q3: 384,156 shares; 2016Q4: 414,444 shares; 2017Q1: 452,413 shares 452,413 $36.1M 0.24% +37,969 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 150,306 shares; 2016Q1: 152,219 shares; 2016Q2: 155,497 shares; 2016Q3: 170,137 shares; 2016Q4: 176,866 shares; 2017Q1: 178,859 shares 178,859 $34.1M 0.23% +1,993 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 162,843 shares; 2016Q1: 160,062 shares; 2016Q2: 175,964 shares; 2016Q3: 179,663 shares; 2016Q4: 198,259 shares; 2017Q1: 216,643 shares 216,643 $33.2M 0.22% +18,384 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 220,542 shares; 2016Q1: 202,089 shares; 2016Q2: 230,936 shares; 2016Q3: 247,305 shares; 2016Q4: 262,940 shares; 2017Q1: 291,538 shares 291,538 $32.9M 0.22% +28,598 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 27,204 shares; 2016Q1: 25,884 shares; 2016Q2: 36,848 shares; 2016Q3: 39,857 shares; 2016Q4: 49,238 shares; 2017Q1: 667,827 shares 667,827 $31.9M 0.21% +618,589 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 575,919 shares; 2016Q1: 626,972 shares; 2016Q2: 574,792 shares; 2016Q3: 702,882 shares; 2016Q4: 688,305 shares; 2017Q1: 730,908 shares 730,908 $31.8M 0.21% +42,603 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 452,186 shares; 2016Q1: 508,430 shares; 2016Q2: 513,833 shares; 2016Q3: 514,199 shares; 2016Q4: 543,293 shares; 2017Q1: 522,862 shares 522,862 $30.5M 0.2% -20,431 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 150,024 shares; 2016Q1: 159,571 shares; 2016Q2: 179,355 shares; 2016Q3: 260,605 shares; 2016Q4: 299,614 shares; 2017Q1: 503,642 shares 503,642 $30.4M 0.2% +204,028 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 192,196 shares; 2016Q1: 169,789 shares; 2016Q2: 160,810 shares; 2016Q3: 379,476 shares; 2016Q4: 418,313 shares; 2017Q1: 460,164 shares 460,164 $30M 0.2% +41,851 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 539,435 shares; 2016Q1: 570,271 shares; 2016Q2: 557,789 shares; 2016Q3: 550,905 shares; 2016Q4: 565,879 shares; 2017Q1: 599,941 shares 599,941 $29.9M 0.2% +34,062 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 374,964 shares; 2016Q1: 330,990 shares; 2016Q2: 342,629 shares; 2016Q3: 343,094 shares; 2016Q4: 334,971 shares; 2017Q1: 330,678 shares 330,678 $29.7M 0.2% -4,293 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 320,827 shares; 2016Q1: 325,706 shares; 2016Q2: 341,037 shares; 2016Q3: 347,070 shares; 2016Q4: 343,458 shares; 2017Q1: 356,630 shares 356,630 $29.2M 0.2% +13,172 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 208,598 shares; 2016Q1: 205,176 shares; 2016Q2: 203,409 shares; 2016Q3: 203,603 shares; 2016Q4: 216,034 shares; 2017Q1: 221,212 shares 221,212 $29.1M 0.19% +5,178 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 467,926 shares; 2016Q1: 481,009 shares; 2016Q2: 435,464 shares; 2016Q3: 434,895 shares; 2016Q4: 506,442 shares; 2017Q1: 544,281 shares 544,281 $29M 0.19% +37,839 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 45,750 shares; 2016Q1: 64,905 shares; 2016Q2: 105,835 shares; 2016Q3: 137,630 shares; 2016Q4: 687,400 shares; 2017Q1: 945,231 shares 945,231 $28.8M 0.19% +257,831 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 291,098 shares; 2016Q1: 295,366 shares; 2016Q2: 305,283 shares; 2016Q3: 311,233 shares; 2016Q4: 294,645 shares; 2017Q1: 356,564 shares 356,564 $28M 0.19% +61,919 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 352,329 shares; 2016Q1: 377,826 shares; 2016Q2: 356,546 shares; 2016Q3: 371,712 shares; 2016Q4: 387,390 shares; 2017Q1: 388,003 shares 388,003 $28M 0.19% +613 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 163,514 shares; 2016Q1: 191,826 shares; 2016Q2: 194,613 shares; 2016Q3: 223,261 shares; 2016Q4: 259,098 shares; 2017Q1: 286,049 shares 286,049 $27.9M 0.19% +26,951 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 433,020 shares; 2016Q1: 594,246 shares; 2016Q2: 672,040 shares; 2016Q3: 661,489 shares; 2016Q4: 503,947 shares; 2017Q1: 697,775 shares 697,775 $27.5M 0.18% +193,828 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 399,799 shares; 2016Q1: 390,740 shares; 2016Q2: 385,291 shares; 2016Q3: 406,603 shares; 2016Q4: 424,685 shares; 2017Q1: 439,964 shares 439,964 $27.4M 0.18% +15,279 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 208,757 shares; 2016Q1: 205,875 shares; 2016Q2: 218,602 shares; 2016Q3: 231,752 shares; 2016Q4: 256,535 shares; 2017Q1: 266,076 shares 266,076 $27.1M 0.18% +9,541 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 231,351 shares; 2016Q1: 239,235 shares; 2016Q2: 251,127 shares; 2016Q3: 250,900 shares; 2016Q4: 285,643 shares; 2017Q1: 290,407 shares 290,407 $26.9M 0.18% +4,764 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 74,045 shares; 2016Q1: 80,831 shares; 2016Q2: 83,040 shares; 2016Q3: 85,077 shares; 2016Q4: 96,666 shares; 2017Q1: 100,575 shares 100,575 $26.9M 0.18% +3,909 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 132,085 shares; 2016Q1: 129,762 shares; 2016Q2: 175,900 shares; 2016Q3: 214,428 shares; 2016Q4: 227,051 shares; 2017Q1: 226,378 shares 226,378 $26.7M 0.18% -673 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 86,943 shares; 2016Q1: 223,461 shares; 2016Q2: 340,523 shares; 2016Q3: 471,087 shares; 2016Q4: 527,838 shares; 2017Q1: 650,130 shares 650,130 $26.3M 0.18% +122,292 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 140,548 shares; 2016Q1: 144,765 shares; 2016Q2: 149,847 shares; 2016Q3: 156,178 shares; 2016Q4: 151,550 shares; 2017Q1: 152,501 shares 152,501 $25.6M 0.17% +951 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 454,168 shares; 2016Q1: 476,621 shares; 2016Q2: 471,188 shares; 2016Q3: 465,932 shares; 2016Q4: 486,076 shares; 2017Q1: 512,031 shares 512,031 $25.5M 0.17% +25,955 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 816,777 shares; 2016Q1: 610,276 shares; 2016Q2: 642,087 shares; 2016Q3: 718,611 shares; 2016Q4: 828,633 shares; 2017Q1: 924,854 shares 924,854 $25.5M 0.17% +96,221 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 96 shares; 2016Q1: 97 shares; 2016Q2: 98 shares; 2016Q3: 98 shares; 2016Q4: 98 shares; 2017Q1: 101 shares 101 $25.2M 0.17% +3 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 130,717 shares; 2016Q1: 124,891 shares; 2016Q2: 129,196 shares; 2016Q3: 168,524 shares; 2016Q4: 178,282 shares; 2017Q1: 180,867 shares 180,867 $25.1M 0.17% +2,585 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 503,501 shares; 2016Q1: 519,950 shares; 2016Q2: 521,603 shares; 2016Q3: 527,379 shares; 2016Q4: 563,708 shares; 2017Q1: 570,960 shares 570,960 $24.6M 0.16% +7,252 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 335,865 shares; 2016Q1: 344,370 shares; 2016Q2: 357,280 shares; 2016Q3: 369,145 shares; 2016Q4: 371,930 shares; 2017Q1: 387,057 shares 387,057 $24.6M 0.16% +15,127 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 301,994 shares; 2016Q1: 312,913 shares; 2016Q2: 305,167 shares; 2016Q3: 303,572 shares; 2016Q4: 309,198 shares; 2017Q1: 315,182 shares 315,182 $24.5M 0.16% +5,984 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 458,426 shares; 2016Q1: 469,791 shares; 2016Q2: 488,117 shares; 2016Q3: 487,079 shares; 2016Q4: 498,185 shares; 2017Q1: 550,398 shares 550,398 $24.4M 0.16% +52,213 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 186,959 shares; 2016Q1: 219,619 shares; 2016Q2: 210,441 shares; 2016Q3: 204,284 shares; 2016Q4: 197,029 shares; 2017Q1: 184,653 shares 184,653 $24.2M 0.16% -12,376 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 259,111 shares; 2016Q1: 289,314 shares; 2016Q2: 304,526 shares; 2016Q3: 330,372 shares; 2016Q4: 341,880 shares; 2017Q1: 421,819 shares 421,819 $24.2M 0.16% +79,939 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 315,827 shares; 2016Q1: 336,709 shares; 2016Q2: 345,523 shares; 2016Q3: 344,959 shares; 2016Q4: 381,704 shares; 2017Q1: 402,139 shares 402,139 $23.7M 0.16% +20,435 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 822,097 shares; 2016Q1: 905,289 shares; 2016Q2: 987,138 shares; 2016Q3: 986,755 shares; 2016Q4: 992,568 shares; 2017Q1: 1,022,195 shares 1,022,195 $23.6M 0.16% +29,627 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 281,942 shares; 2016Q1: 323,122 shares; 2016Q2: 353,753 shares; 2016Q3: 369,025 shares; 2016Q4: 385,287 shares; 2017Q1: 391,897 shares 391,897 $23.5M 0.16% +6,610 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 91,238 shares; 2016Q1: 94,490 shares; 2016Q2: 123,665 shares; 2016Q3: 140,337 shares; 2016Q4: 149,516 shares; 2017Q1: 158,012 shares 158,012 $23.5M 0.16% +8,496 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; 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; 2017Q1: 2,014,840 shares 2,014,840 $23.5M 0.16% +79,338 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 177,732 shares; 2016Q1: 190,058 shares; 2016Q2: 201,021 shares; 2016Q3: 202,998 shares; 2016Q4: 202,263 shares; 2017Q1: 214,261 shares 214,261 $23M 0.15% +11,998 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 285,330 shares; 2016Q1: 296,771 shares; 2016Q2: 285,556 shares; 2016Q3: 316,398 shares; 2016Q4: 268,313 shares; 2017Q1: 284,008 shares 284,008 $22.9M 0.15% +15,695 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 722,967 shares; 2016Q1: 728,217 shares; 2016Q2: 742,831 shares; 2016Q3: 766,162 shares; 2016Q4: 771,318 shares; 2017Q1: 793,979 shares 793,979 $21.9M 0.15% +22,661 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 341,014 shares; 2016Q1: 248,021 shares; 2016Q2: 233,482 shares; 2016Q3: 238,616 shares; 2016Q4: 246,572 shares; 2017Q1: 292,171 shares 292,171 $21.7M 0.15% +45,599 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 139,517 shares; 2016Q1: 177,646 shares; 2016Q2: 215,366 shares; 2016Q3: 212,544 shares; 2016Q4: 231,580 shares; 2017Q1: 250,087 shares 250,087 $21.6M 0.14% +18,507 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 266,055 shares; 2016Q1: 309,628 shares; 2016Q2: 326,419 shares; 2016Q3: 352,142 shares; 2016Q4: 316,901 shares; 2017Q1: 314,009 shares 314,009 $21.3M 0.14% -2,892 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,603 shares; 2016Q1: 132,785 shares; 2016Q2: 140,392 shares; 2016Q3: 139,386 shares; 2016Q4: 97,946 shares; 2017Q1: 102,540 shares 102,540 $21.2M 0.14% +4,594 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 242,768 shares; 2016Q1: 109,821 shares; 2016Q2: 124,493 shares; 2016Q3: 131,086 shares; 2016Q4: 138,133 shares; 2017Q1: 239,662 shares 239,662 $21M 0.14% +101,529 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 182,339 shares; 2016Q1: 177,534 shares; 2016Q2: 181,936 shares; 2016Q3: 209,369 shares; 2016Q4: 484,382 shares; 2017Q1: 592,464 shares 592,464 $20.8M 0.14% +108,082 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 141,556 shares; 2016Q1: 148,432 shares; 2016Q2: 158,411 shares; 2016Q3: 163,016 shares; 2016Q4: 165,014 shares; 2017Q1: 166,166 shares 166,166 $20.7M 0.14% +1,152 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 77,930 shares; 2016Q1: 62,529 shares; 2016Q2: 60,871 shares; 2016Q3: 67,264 shares; 2016Q4: 65,226 shares; 2017Q1: 70,224 shares 70,224 $20.6M 0.14% +4,998 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 303,907 shares; 2016Q1: 323,246 shares; 2016Q2: 322,333 shares; 2016Q3: 324,591 shares; 2016Q4: 357,477 shares; 2017Q1: 369,130 shares 369,130 $20.6M 0.14% +11,653 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 492,106 shares; 2016Q1: 492,310 shares; 2016Q2: 493,059 shares; 2016Q3: 494,115 shares; 2016Q4: 612,547 shares; 2017Q1: 613,116 shares 613,116 $20.2M 0.14% +569 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 195,920 shares; 2016Q1: 208,332 shares; 2016Q2: 213,650 shares; 2016Q3: 231,344 shares; 2016Q4: 237,718 shares; 2017Q1: 259,511 shares 259,511 $20.1M 0.13% +21,793 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 74,303 shares; 2016Q1: 79,095 shares; 2016Q2: 80,155 shares; 2016Q3: 187,276 shares; 2016Q4: 307,456 shares; 2017Q1: 306,331 shares 306,331 $19.9M 0.13% -1,125 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 144,072 shares; 2016Q1: 146,731 shares; 2016Q2: 148,572 shares; 2016Q3: 158,260 shares; 2016Q4: 152,154 shares; 2017Q1: 141,100 shares 141,100 $19.8M 0.13% -11,054 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,872 shares; 2016Q1: 55,731 shares; 2016Q2: 74,801 shares; 2016Q3: 89,630 shares; 2016Q4: 105,805 shares; 2017Q1: 117,870 shares 117,870 $19.6M 0.13% +12,065 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 498,977 shares; 2016Q1: 500,151 shares; 2016Q2: 503,096 shares; 2016Q3: 520,630 shares; 2016Q4: 532,884 shares; 2017Q1: 542,542 shares 542,542 $19.2M 0.13% +9,658 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 203,343 shares; 2016Q1: 208,958 shares; 2016Q2: 218,222 shares; 2016Q3: 219,914 shares; 2016Q4: 250,797 shares; 2017Q1: 230,586 shares 230,586 $19M 0.13% -20,211 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 248,165 shares; 2016Q1: 245,612 shares; 2016Q2: 242,255 shares; 2016Q3: 238,644 shares; 2016Q4: 245,937 shares; 2017Q1: 233,873 shares 233,873 $18.8M 0.13% -12,064 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 216,416 shares; 2016Q1: 223,599 shares; 2016Q2: 227,545 shares; 2016Q3: 234,791 shares; 2016Q4: 246,118 shares; 2017Q1: 255,589 shares 255,589 $18.7M 0.13% +9,471 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 111,800 shares; 2016Q1: 112,173 shares; 2016Q2: 116,258 shares; 2016Q3: 116,741 shares; 2016Q4: 114,398 shares; 2017Q1: 113,917 shares 113,917 $18.7M 0.13% -481 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 207,265 shares; 2016Q1: 204,292 shares; 2016Q2: 210,028 shares; 2016Q3: 202,542 shares; 2016Q4: 216,034 shares; 2017Q1: 221,381 shares 221,381 $18.6M 0.12% +5,347 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 66,708 shares; 2016Q1: 73,940 shares; 2016Q2: 80,244 shares; 2016Q3: 84,604 shares; 2016Q4: 93,296 shares; 2017Q1: 94,985 shares 94,985 $18.5M 0.12% +1,689 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 251,486 shares; 2016Q1: 453,878 shares; 2016Q2: 522,830 shares; 2016Q3: 532,659 shares; 2016Q4: 356,028 shares; 2017Q1: 338,098 shares 338,098 $18.5M 0.12% -17,930 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 367,852 shares; 2016Q1: 385,557 shares; 2016Q2: 383,996 shares; 2016Q3: 400,155 shares; 2016Q4: 413,755 shares; 2017Q1: 413,497 shares 413,497 $18.4M 0.12% -258 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 119,391 shares; 2016Q1: 128,488 shares; 2016Q2: 147,575 shares; 2016Q3: 153,103 shares; 2016Q4: 155,549 shares; 2017Q1: 131,440 shares 131,440 $18.4M 0.12% -24,109 Timeline CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 114,300 shares; 2016Q1: 122,717 shares; 2016Q2: 125,184 shares; 2016Q3: 144,532 shares; 2016Q4: 150,967 shares; 2017Q1: 147,418 shares 147,418 $18.3M 0.12% -3,549 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; 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; 2017Q1: 618,028 shares 618,028 $18.3M 0.12% +10,817 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 372,918 shares; 2016Q1: 368,154 shares; 2016Q2: 388,124 shares; 2016Q3: 395,462 shares; 2016Q4: 274,082 shares; 2017Q1: 266,684 shares 266,684 $18.3M 0.12% -7,398 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 487,751 shares; 2016Q1: 486,369 shares; 2016Q2: 514,769 shares; 2016Q3: 524,839 shares; 2016Q4: 505,748 shares; 2017Q1: 524,078 shares 524,078 $18.1M 0.12% +18,330 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 255,669 shares; 2016Q1: 301,011 shares; 2016Q2: 302,555 shares; 2016Q3: 347,020 shares; 2016Q4: 304,958 shares; 2017Q1: 350,678 shares 350,678 $18M 0.12% +45,720 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 180,778 shares; 2016Q1: 201,707 shares; 2016Q2: 222,821 shares; 2016Q3: 224,060 shares; 2016Q4: 219,638 shares; 2017Q1: 225,297 shares 225,297 $17.8M 0.12% +5,659 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 323,220 shares; 2016Q1: 382,402 shares; 2016Q2: 383,393 shares; 2016Q3: 383,997 shares; 2016Q4: 381,940 shares; 2017Q1: 382,954 shares 382,954 $17.5M 0.12% +1,014 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 176,599 shares; 2016Q1: 184,053 shares; 2016Q2: 182,500 shares; 2016Q3: 190,484 shares; 2016Q4: 211,290 shares; 2017Q1: 209,561 shares 209,561 $17.4M 0.12% -1,729 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; 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; 2017Q1: 1,448,996 shares 1,448,996 $17.4M 0.12% +19,673 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 130,919 shares; 2016Q1: 128,576 shares; 2016Q2: 135,128 shares; 2016Q3: 138,720 shares; 2016Q4: 133,580 shares; 2017Q1: 152,693 shares 152,693 $17.4M 0.12% +19,113 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 170,858 shares; 2016Q1: 174,415 shares; 2016Q2: 189,746 shares; 2016Q3: 193,918 shares; 2016Q4: 195,482 shares; 2017Q1: 181,414 shares 181,414 $17.4M 0.12% -14,068 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 155,248 shares; 2016Q1: 158,107 shares; 2016Q2: 166,965 shares; 2016Q3: 164,053 shares; 2016Q4: 209,484 shares; 2017Q1: 259,779 shares 259,779 $17.3M 0.12% +50,295 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 117,602 shares; 2016Q1: 118,321 shares; 2016Q2: 112,129 shares; 2016Q3: 112,408 shares; 2016Q4: 115,415 shares; 2017Q1: 122,506 shares 122,506 $17.2M 0.12% +7,091 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 105,615 shares; 2016Q1: 107,254 shares; 2016Q2: 135,391 shares; 2016Q3: 173,496 shares; 2016Q4: 205,312 shares; 2017Q1: 204,091 shares 204,091 $17.1M 0.11% -1,221 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 122,236 shares; 2016Q1: 118,091 shares; 2016Q2: 116,883 shares; 2016Q3: 116,087 shares; 2016Q4: 109,338 shares; 2017Q1: 123,398 shares 123,398 $17M 0.11% +14,060 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 270,103 shares; 2016Q1: 252,130 shares; 2016Q2: 178,976 shares; 2016Q3: 168,259 shares; 2016Q4: 187,394 shares; 2017Q1: 192,795 shares 192,795 $17M 0.11% +5,401 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 147,678 shares; 2016Q1: 166,415 shares; 2016Q2: 158,324 shares; 2016Q3: 159,569 shares; 2016Q4: 205,174 shares; 2017Q1: 227,978 shares 227,978 $16.9M 0.11% +22,804 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 183,181 shares; 2016Q1: 184,449 shares; 2016Q2: 194,112 shares; 2016Q3: 192,178 shares; 2016Q4: 213,018 shares; 2017Q1: 448,972 shares 448,972 $16.9M 0.11% +235,954 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 172,309 shares; 2016Q1: 239,469 shares; 2016Q2: 402,426 shares; 2016Q3: 426,010 shares; 2016Q4: 327,330 shares; 2017Q1: 314,505 shares 314,505 $16.8M 0.11% -12,825 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 163,674 shares; 2016Q1: 171,988 shares; 2016Q2: 174,915 shares; 2016Q3: 175,641 shares; 2016Q4: 184,954 shares; 2017Q1: 183,315 shares 183,315 $16.6M 0.11% -1,639 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 328,636 shares; 2016Q1: 265,541 shares; 2016Q2: 137,797 shares; 2016Q3: 146,440 shares; 2016Q4: 170,469 shares; 2017Q1: 345,539 shares 345,539 $16.5M 0.11% +175,070 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 352,815 shares; 2016Q1: 239,279 shares; 2016Q2: 245,708 shares; 2016Q3: 248,753 shares; 2016Q4: 279,438 shares; 2017Q1: 326,607 shares 326,607 $16.2M 0.11% +47,169 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 332,569 shares; 2016Q1: 332,129 shares; 2016Q2: 316,307 shares; 2016Q3: 331,756 shares; 2016Q4: 340,614 shares; 2017Q1: 382,246 shares 382,246 $16.1M 0.11% +41,632 PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 247,656 shares; 2016Q1: 247,622 shares; 2016Q2: 256,667 shares; 2016Q3: 254,610 shares; 2016Q4: 264,044 shares; 2017Q1: 273,144 shares 273,144 $16.1M 0.11% +9,100 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 45,255 shares; 2016Q1: 45,426 shares; 2016Q2: 45,985 shares; 2016Q3: 48,782 shares; 2016Q4: 123,445 shares; 2017Q1: 152,395 shares 152,395 $15.9M 0.11% +28,950 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 160,334 shares; 2016Q1: 164,676 shares; 2016Q2: 163,872 shares; 2016Q3: 182,958 shares; 2016Q4: 187,613 shares; 2017Q1: 354,465 shares 354,465 $15.8M 0.11% +166,852 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 172,317 shares; 2016Q1: 207,493 shares; 2016Q2: 223,552 shares; 2016Q3: 333,178 shares; 2016Q4: 321,358 shares; 2017Q1: 380,760 shares 380,760 $15.7M 0.1% +59,402 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 115,908 shares; 2016Q1: 113,502 shares; 2016Q2: 113,374 shares; 2016Q3: 114,548 shares; 2016Q4: 114,322 shares; 2017Q1: 116,208 shares 116,208 $15.7M 0.1% +1,886 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; 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; 2017Q1: 642,364 shares 642,364 $15.4M 0.1% +11,781 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 122,890 shares; 2016Q1: 188,464 shares; 2016Q2: 189,756 shares; 2016Q3: 182,202 shares; 2016Q4: 164,849 shares; 2017Q1: 159,484 shares 159,484 $15.4M 0.1% -5,365 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 140,207 shares; 2016Q1: 223,032 shares; 2016Q2: 221,690 shares; 2016Q3: 376,137 shares; 2016Q4: 386,247 shares; 2017Q1: 400,147 shares 400,147 $15.4M 0.1% +13,900 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 99,344 shares; 2016Q1: 106,259 shares; 2016Q2: 114,127 shares; 2016Q3: 186,000 shares; 2016Q4: 185,721 shares; 2017Q1: 141,233 shares 141,233 $15.4M 0.1% -44,488 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 90,663 shares; 2016Q1: 99,995 shares; 2016Q2: 140,460 shares; 2016Q3: 147,120 shares; 2016Q4: 178,469 shares; 2017Q1: 274,580 shares 274,580 $14.9M 0.1% +96,111 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 119,325 shares; 2016Q1: 79,836 shares; 2016Q2: 133,334 shares; 2016Q3: 170,910 shares; 2016Q4: 229,425 shares; 2017Q1: 258,632 shares 258,632 $14.5M 0.1% +29,207 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 107,659 shares; 2016Q1: 109,106 shares; 2016Q2: 107,293 shares; 2016Q3: 119,101 shares; 2016Q4: 136,971 shares; 2017Q1: 140,728 shares 140,728 $14.4M 0.1% +3,757 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 233,760 shares; 2016Q1: 253,114 shares; 2016Q2: 245,473 shares; 2016Q3: 252,767 shares; 2016Q4: 265,294 shares; 2017Q1: 277,903 shares 277,903 $14.3M 0.1% +12,609 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 84,887 shares; 2016Q1: 84,177 shares; 2016Q2: 83,808 shares; 2016Q3: 82,121 shares; 2016Q4: 95,765 shares; 2017Q1: 105,168 shares 105,168 $14.3M 0.1% +9,403 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 61,133 shares; 2016Q1: 65,944 shares; 2016Q2: 68,418 shares; 2016Q3: 67,428 shares; 2016Q4: 76,956 shares; 2017Q1: 91,754 shares 91,754 $14M 0.09% +14,798 GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 587,009 shares; 2016Q1: 576,210 shares; 2016Q2: 583,102 shares; 2016Q3: 518,228 shares; 2016Q4: 496,403 shares; 2017Q1: 514,692 shares 514,692 $13.9M 0.09% +18,289 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 464,951 shares; 2016Q1: 463,620 shares; 2016Q2: 452,662 shares; 2016Q3: 454,840 shares; 2016Q4: 804,938 shares; 2017Q1: 800,362 shares 800,362 $13.9M 0.09% -4,576 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 196,325 shares; 2016Q1: 197,797 shares; 2016Q2: 198,891 shares; 2016Q3: 200,835 shares; 2016Q4: 201,382 shares; 2017Q1: 206,275 shares 206,275 $13.8M 0.09% +4,893 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 64,209 shares; 2016Q1: 67,813 shares; 2016Q2: 73,924 shares; 2016Q3: 78,174 shares; 2016Q4: 66,655 shares; 2017Q1: 73,534 shares 73,534 $13.8M 0.09% +6,879 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 144,578 shares; 2016Q1: 157,517 shares; 2016Q2: 162,888 shares; 2016Q3: 168,772 shares; 2016Q4: 164,527 shares; 2017Q1: 170,448 shares 170,448 $13.7M 0.09% +5,921 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 162,036 shares; 2016Q1: 167,855 shares; 2016Q2: 158,075 shares; 2016Q3: 167,943 shares; 2016Q4: 167,128 shares; 2017Q1: 174,202 shares 174,202 $13.6M 0.09% +7,074 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 745,660 shares; 2016Q1: 729,596 shares; 2016Q2: 697,699 shares; 2016Q3: 686,518 shares; 2016Q4: 640,574 shares; 2017Q1: 623,768 shares 623,768 $13.6M 0.09% -16,806 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 75,946 shares; 2016Q1: 81,428 shares; 2016Q2: 83,494 shares; 2016Q3: 86,492 shares; 2016Q4: 94,278 shares; 2017Q1: 102,700 shares 102,700 $13.5M 0.09% +8,422 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 782,881 shares; 2016Q1: 713,724 shares; 2016Q2: 700,172 shares; 2016Q3: 744,052 shares; 2016Q4: 888,710 shares; 2017Q1: 1,062,675 shares 1,062,675 $13.5M 0.09% +173,965 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 668,093 shares; 2016Q1: 578,359 shares; 2016Q2: 556,247 shares; 2016Q3: 547,586 shares; 2016Q4: 486,059 shares; 2017Q1: 413,361 shares 413,361 $13.4M 0.09% -72,698 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 303,867 shares; 2016Q1: 303,349 shares; 2016Q2: 321,696 shares; 2016Q3: 327,993 shares; 2016Q4: 367,799 shares; 2017Q1: 131,180 shares 131,180 $13.3M 0.09% -236,619 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 128,509 shares; 2016Q1: 140,821 shares; 2016Q2: 164,975 shares; 2016Q3: 177,290 shares; 2016Q4: 254,981 shares; 2017Q1: 266,271 shares 266,271 $12.8M 0.09% +11,290 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 148,586 shares; 2016Q1: 170,719 shares; 2016Q2: 166,121 shares; 2016Q3: 159,191 shares; 2016Q4: 158,042 shares; 2017Q1: 160,991 shares 160,991 $12.7M 0.09% +2,949 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 120,110 shares; 2016Q1: 121,964 shares; 2016Q2: 115,291 shares; 2016Q3: 114,843 shares; 2016Q4: 114,756 shares; 2017Q1: 120,036 shares 120,036 $12.7M 0.09% +5,280 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 530,585 shares; 2016Q1: 445,186 shares; 2016Q2: 438,182 shares; 2016Q3: 430,479 shares; 2016Q4: 352,821 shares; 2017Q1: 425,582 shares 425,582 $12.6M 0.08% +72,761 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 184,263 shares; 2016Q1: 186,074 shares; 2016Q2: 216,873 shares; 2016Q3: 204,612 shares; 2016Q4: 236,036 shares; 2017Q1: 293,208 shares 293,208 $12.6M 0.08% +57,172 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 209,361 shares; 2016Q1: 238,233 shares; 2016Q2: 297,789 shares; 2016Q3: 312,571 shares; 2016Q4: 321,707 shares; 2017Q1: 354,634 shares 354,634 $12.5M 0.08% +32,927 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 124,433 shares; 2016Q1: 108,814 shares; 2016Q2: 95,070 shares; 2016Q3: 93,892 shares; 2016Q4: 107,387 shares; 2017Q1: 116,028 shares 116,028 $12.5M 0.08% +8,641 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 96,165 shares; 2016Q1: 282,494 shares; 2016Q2: 245,953 shares; 2016Q3: 137,772 shares; 2016Q4: 67,310 shares; 2017Q1: 102,958 shares 102,958 $12.4M 0.08% +35,648 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 158,464 shares; 2016Q1: 168,440 shares; 2016Q2: 169,383 shares; 2016Q3: 174,693 shares; 2016Q4: 155,958 shares; 2017Q1: 170,219 shares 170,219 $12.4M 0.08% +14,261 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 99,124 shares; 2016Q1: 101,947 shares; 2016Q2: 92,098 shares; 2016Q3: 92,882 shares; 2016Q4: 105,668 shares; 2017Q1: 110,195 shares 110,195 $12.4M 0.08% +4,527 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 13,142 shares; 2016Q1: 13,416 shares; 2016Q2: 13,515 shares; 2016Q3: 12,014 shares; 2016Q4: 140,816 shares; 2017Q1: 144,221 shares 144,221 $12.4M 0.08% +3,405 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 215,141 shares; 2016Q1: 168,957 shares; 2016Q2: 163,857 shares; 2016Q3: 161,653 shares; 2016Q4: 157,605 shares; 2017Q1: 145,258 shares 145,258 $12.3M 0.08% -12,347 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 142,250 shares; 2016Q1: 149,950 shares; 2016Q2: 159,324 shares; 2016Q3: 158,453 shares; 2016Q4: 155,951 shares; 2017Q1: 158,944 shares 158,944 $12.2M 0.08% +2,993 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 78,464 shares; 2016Q1: 81,404 shares; 2016Q2: 85,980 shares; 2016Q3: 88,178 shares; 2016Q4: 88,019 shares; 2017Q1: 91,231 shares 91,231 $12.1M 0.08% +3,212 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 63,103 shares; 2016Q1: 64,914 shares; 2016Q2: 74,440 shares; 2016Q3: 240,645 shares; 2016Q4: 205,187 shares; 2017Q1: 146,021 shares 146,021 $12.1M 0.08% -59,166 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 431,799 shares; 2016Q1: 467,178 shares; 2016Q2: 454,522 shares; 2016Q3: 453,664 shares; 2016Q4: 451,320 shares; 2017Q1: 457,882 shares 457,882 $12.1M 0.08% +6,562 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 266,837 shares; 2016Q1: 283,353 shares; 2016Q2: 308,259 shares; 2016Q3: 315,533 shares; 2016Q4: 358,687 shares; 2017Q1: 381,157 shares 381,157 $12M 0.08% +22,470 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 47,352 shares; 2016Q1: 31,448 shares; 2016Q2: 33,114 shares; 2016Q3: 48,525 shares; 2016Q4: 231,992 shares; 2017Q1: 238,389 shares 238,389 $11.9M 0.08% +6,397 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 168,926 shares; 2016Q1: 97,237 shares; 2016Q2: 154,978 shares; 2016Q3: 164,768 shares; 2016Q4: 197,086 shares; 2017Q1: 199,507 shares 199,507 $11.9M 0.08% +2,421 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 380,172 shares; 2016Q1: 330,319 shares; 2016Q2: 313,874 shares; 2016Q3: 333,173 shares; 2016Q4: 385,964 shares; 2017Q1: 235,972 shares 235,972 $11.8M 0.08% -149,992 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 89,306 shares; 2016Q1: 90,760 shares; 2016Q2: 88,141 shares; 2016Q3: 93,442 shares; 2016Q4: 112,195 shares; 2017Q1: 103,221 shares 103,221 $11.7M 0.08% -8,974 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 51,431 shares; 2016Q1: 120,421 shares; 2016Q2: 104,274 shares; 2016Q3: 84,611 shares; 2016Q4: 95,940 shares; 2017Q1: 114,533 shares 114,533 $11.6M 0.08% +18,593 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 47,342 shares; 2016Q1: 58,530 shares; 2016Q2: 77,144 shares; 2016Q3: 92,238 shares; 2016Q4: 99,061 shares; 2017Q1: 105,323 shares 105,323 $11.5M 0.08% +6,262 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 429,435 shares; 2016Q1: 507,154 shares; 2016Q2: 664,104 shares; 2016Q3: 750,548 shares; 2016Q4: 696,144 shares; 2017Q1: 658,910 shares 658,910 $11.4M 0.08% -37,234 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 83,440 shares; 2016Q1: 81,202 shares; 2016Q2: 85,625 shares; 2016Q3: 81,295 shares; 2016Q4: 76,377 shares; 2017Q1: 76,769 shares 76,769 $11.3M 0.08% +392 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 69,726 shares; 2016Q1: 75,625 shares; 2016Q2: 77,560 shares; 2016Q3: 79,980 shares; 2016Q4: 81,898 shares; 2017Q1: 84,681 shares 84,681 $11.3M 0.08% +2,783 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 516,347 shares; 2016Q1: 756,238 shares; 2016Q2: 638,447 shares; 2016Q3: 723,665 shares; 2016Q4: 677,888 shares; 2017Q1: 751,928 shares 751,928 $11.1M 0.07% +74,040 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; 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; 2017Q1: 1,084,578 shares 1,084,578 $11.1M 0.07% +11,459 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 281,358 shares; 2016Q1: 358,021 shares; 2016Q2: 344,044 shares; 2016Q3: 348,540 shares; 2016Q4: 344,280 shares; 2017Q1: 236,309 shares 236,309 $11M 0.07% -107,971 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 86,563 shares; 2016Q1: 81,975 shares; 2016Q2: 147,363 shares; 2016Q3: 214,808 shares; 2016Q4: 152,615 shares; 2017Q1: 141,761 shares 141,761 $10.9M 0.07% -10,854 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 342,389 shares; 2016Q1: 380,924 shares; 2016Q2: 369,865 shares; 2016Q3: 368,083 shares; 2016Q4: 394,323 shares; 2017Q1: 348,636 shares 348,636 $10.9M 0.07% -45,687 WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 120,081 shares; 2016Q1: 257,276 shares; 2016Q2: 278,786 shares; 2016Q3: 298,555 shares; 2016Q4: 316,511 shares; 2017Q1: 320,705 shares 320,705 $10.9M 0.07% +4,194 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 325,140 shares; 2016Q1: 305,862 shares; 2016Q2: 263,931 shares; 2016Q3: 232,377 shares; 2016Q4: 217,968 shares; 2017Q1: 209,611 shares 209,611 $10.9M 0.07% -8,357 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 149,106 shares; 2016Q1: 156,084 shares; 2016Q2: 182,640 shares; 2016Q3: 172,508 shares; 2016Q4: 160,384 shares; 2017Q1: 179,069 shares 179,069 $10.7M 0.07% +18,685 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 243,362 shares; 2016Q1: 333,960 shares; 2016Q2: 442,854 shares; 2016Q3: 425,650 shares; 2016Q4: 403,615 shares; 2017Q1: 370,779 shares 370,779 $10.7M 0.07% -32,836 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 180,038 shares; 2016Q1: 176,809 shares; 2016Q2: 178,622 shares; 2016Q3: 171,857 shares; 2016Q4: 172,424 shares; 2017Q1: 180,552 shares 180,552 $10.6M 0.07% +8,128 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 41,972 shares; 2016Q1: 50,396 shares; 2016Q2: 61,443 shares; 2016Q3: 64,621 shares; 2016Q4: 70,663 shares; 2017Q1: 75,292 shares 75,292 $10.4M 0.07% +4,629 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 72,143 shares; 2016Q1: 79,411 shares; 2016Q2: 85,278 shares; 2016Q3: 75,655 shares; 2016Q4: 83,262 shares; 2017Q1: 86,877 shares 86,877 $10.4M 0.07% +3,615 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 21,358 shares; 2016Q1: 18,534 shares; 2016Q2: 19,673 shares; 2016Q3: 20,820 shares; 2016Q4: 22,199 shares; 2017Q1: 247,703 shares 247,703 $10.4M 0.07% +225,504 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 30,026 shares; 2016Q1: 32,557 shares; 2016Q2: 38,898 shares; 2016Q3: 37,874 shares; 2016Q4: 40,061 shares; 2017Q1: 37,212 shares 37,212 $10.4M 0.07% -2,849 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 196,670 shares; 2016Q1: 200,186 shares; 2016Q2: 200,924 shares; 2016Q3: 202,953 shares; 2016Q4: 208,797 shares; 2017Q1: 221,417 shares 221,417 $10.3M 0.07% +12,620 DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 77,375 shares; 2016Q1: 85,767 shares; 2016Q2: 91,264 shares; 2016Q3: 90,259 shares; 2016Q4: 95,247 shares; 2017Q1: 88,897 shares 88,897 $10.3M 0.07% -6,350 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 88,246 shares; 2016Q1: 83,640 shares; 2016Q2: 80,754 shares; 2016Q3: 78,675 shares; 2016Q4: 76,158 shares; 2017Q1: 77,944 shares 77,944 $10.3M 0.07% +1,786 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 137,593 shares; 2016Q1: 141,537 shares; 2016Q2: 126,746 shares; 2016Q3: 127,081 shares; 2016Q4: 130,993 shares; 2017Q1: 141,230 shares 141,230 $10.2M 0.07% +10,237 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 98,873 shares; 2016Q1: 124,121 shares; 2016Q2: 115,484 shares; 2016Q3: 159,291 shares; 2016Q4: 211,215 shares; 2017Q1: 236,842 shares 236,842 $10M 0.07% +25,627 SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 17,657 shares; 2016Q1: 20,844 shares; 2016Q2: 18,675 shares; 2016Q3: 15,988 shares; 2016Q4: 26,971 shares; 2017Q1: 94,575 shares 94,575 $9.99M 0.07% +67,604 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,996 shares; 2016Q1: 77,046 shares; 2016Q2: 74,489 shares; 2016Q3: 129,099 shares; 2016Q4: 104,174 shares; 2017Q1: 165,109 shares 165,109 $9.98M 0.07% +60,935 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 255,854 shares; 2016Q1: 269,543 shares; 2016Q2: 277,066 shares; 2016Q3: 287,488 shares; 2016Q4: 306,978 shares; 2017Q1: 309,598 shares 309,598 $9.95M 0.07% +2,620 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 77,347 shares; 2016Q1: 82,306 shares; 2016Q2: 84,482 shares; 2016Q3: 89,634 shares; 2016Q4: 85,692 shares; 2017Q1: 81,876 shares 81,876 $9.85M 0.07% -3,816 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 34,674 shares; 2016Q1: 39,204 shares; 2016Q2: 45,979 shares; 2016Q3: 75,849 shares; 2016Q4: 82,431 shares; 2017Q1: 84,298 shares 84,298 $9.84M 0.07% +1,867 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 165,263 shares; 2016Q1: 172,892 shares; 2016Q2: 180,718 shares; 2016Q3: 174,400 shares; 2016Q4: 170,897 shares; 2017Q1: 155,802 shares 155,802 $9.82M 0.07% -15,095 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 113,240 shares; 2016Q1: 116,287 shares; 2016Q2: 113,483 shares; 2016Q3: 116,670 shares; 2016Q4: 118,302 shares; 2017Q1: 121,460 shares 121,460 $9.8M 0.07% +3,158 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 45,680 shares; 2016Q1: 56,327 shares; 2016Q2: 59,764 shares; 2016Q3: 54,144 shares; 2016Q4: 67,718 shares; 2017Q1: 74,484 shares 74,484 $9.76M 0.07% +6,766 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 77,660 shares; 2016Q1: 81,052 shares; 2016Q2: 79,255 shares; 2016Q3: 81,412 shares; 2016Q4: 86,252 shares; 2017Q1: 87,049 shares 87,049 $9.75M 0.07% +797 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,736 shares; 2016Q1: 57,436 shares; 2016Q2: 56,485 shares; 2016Q3: 117,782 shares; 2016Q4: 188,098 shares; 2017Q1: 207,748 shares 207,748 $9.63M 0.06% +19,650 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 136,426 shares; 2016Q1: 135,612 shares; 2016Q2: 127,083 shares; 2016Q3: 128,923 shares; 2016Q4: 128,706 shares; 2017Q1: 158,283 shares 158,283 $9.57M 0.06% +29,577 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 375,929 shares; 2016Q1: 240,400 shares; 2016Q2: 207,696 shares; 2016Q3: 255,031 shares; 2016Q4: 212,180 shares; 2017Q1: 265,148 shares 265,148 $9.47M 0.06% +52,968 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 109,513 shares; 2016Q1: 115,759 shares; 2016Q2: 114,844 shares; 2016Q3: 117,412 shares; 2016Q4: 118,078 shares; 2017Q1: 114,099 shares 114,099 $9.46M 0.06% -3,979 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 24,782 shares; 2016Q1: 28,482 shares; 2016Q2: 28,492 shares; 2016Q3: 28,942 shares; 2016Q4: 29,777 shares; 2017Q1: 30,332 shares 30,332 $9.41M 0.06% +555 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 79,495 shares; 2016Q1: 84,582 shares; 2016Q2: 87,016 shares; 2016Q3: 83,173 shares; 2016Q4: 84,168 shares; 2017Q1: 86,085 shares 86,085 $9.37M 0.06% +1,917 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 16,998 shares; 2016Q1: 20,088 shares; 2016Q2: 21,253 shares; 2016Q3: 21,425 shares; 2016Q4: 21,841 shares; 2017Q1: 24,354 shares 24,354 $9.34M 0.06% +2,513 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 52,159 shares; 2016Q1: 68,709 shares; 2016Q2: 72,160 shares; 2016Q3: 74,147 shares; 2016Q4: 80,104 shares; 2017Q1: 80,606 shares 80,606 $9.32M 0.06% +502 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 119,693 shares; 2016Q1: 125,892 shares; 2016Q2: 133,032 shares; 2016Q3: 138,521 shares; 2016Q4: 148,713 shares; 2017Q1: 151,261 shares 151,261 $9.31M 0.06% +2,548 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 25,682 shares; 2016Q1: 27,087 shares; 2016Q2: 31,285 shares; 2016Q3: 37,312 shares; 2016Q4: 39,534 shares; 2017Q1: 38,882 shares 38,882 $9.29M 0.06% -652 ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 95,810 shares; 2016Q1: 198,859 shares; 2016Q2: 193,670 shares; 2016Q3: 154,304 shares; 2016Q4: 96,258 shares; 2017Q1: 92,046 shares 92,046 $9.18M 0.06% -4,212 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 118,166 shares; 2016Q1: 121,836 shares; 2016Q2: 121,164 shares; 2016Q3: 156,917 shares; 2016Q4: 132,088 shares; 2017Q1: 153,097 shares 153,097 $9.14M 0.06% +21,009 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 4,361 shares; 2016Q1: 6,597 shares; 2016Q2: 5,668 shares; 2016Q3: 7,179 shares; 2016Q4: 41,831 shares; 2017Q1: 60,989 shares 60,989 $9.07M 0.06% +19,158 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 73,926 shares; 2016Q1: 68,518 shares; 2016Q2: 72,795 shares; 2016Q3: 72,295 shares; 2016Q4: 73,548 shares; 2017Q1: 77,717 shares 77,717 $9.05M 0.06% +4,169 TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 53,139 shares; 2016Q1: 46,285 shares; 2016Q2: 57,667 shares; 2016Q3: 104,702 shares; 2016Q4: 113,580 shares; 2017Q1: 174,396 shares 174,396 $9M 0.06% +60,816 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 71,974 shares; 2016Q1: 76,797 shares; 2016Q2: 78,752 shares; 2016Q3: 78,034 shares; 2016Q4: 72,762 shares; 2017Q1: 72,824 shares 72,824 $8.78M 0.06% +62 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 58,799 shares; 2016Q1: 57,553 shares; 2016Q2: 67,880 shares; 2016Q3: 73,080 shares; 2016Q4: 183,028 shares; 2017Q1: 185,226 shares 185,226 $8.72M 0.06% +2,198 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 202,177 shares; 2016Q1: 203,923 shares; 2016Q2: 212,606 shares; 2016Q3: 198,977 shares; 2016Q4: 200,653 shares; 2017Q1: 241,396 shares 241,396 $8.69M 0.06% +40,743 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 10,935 shares; 2016Q2: 31,668 shares; 2016Q3: 271,456 shares; 2016Q4: 293,150 shares; 2017Q1: 342,973 shares 342,973 $8.67M 0.06% +49,823 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,556 shares; 2016Q1: 39,039 shares; 2016Q2: 39,255 shares; 2016Q3: 40,188 shares; 2016Q4: 41,693 shares; 2017Q1: 47,209 shares 47,209 $8.66M 0.06% +5,516 Timeline GUGGENHEIM ETF GUGGENHEIM ETF More: the full row for GUGGENHEIM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 144,454 shares; 2016Q2: 142,909 shares; 2016Q3: 142,708 shares; 2016Q4: 142,861 shares; 2017Q1: 144,054 shares 144,054 $8.52M 0.06% +1,193 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 70,570 shares; 2016Q1: 80,171 shares; 2016Q2: 70,924 shares; 2016Q3: 73,110 shares; 2016Q4: 75,310 shares; 2017Q1: 79,180 shares 79,180 $8.45M 0.06% +3,870 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 30,135 shares; 2016Q1: 31,734 shares; 2016Q2: 32,297 shares; 2016Q3: 30,672 shares; 2016Q4: 30,045 shares; 2017Q1: 30,879 shares 30,879 $8.44M 0.06% +834 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 40,551 shares; 2016Q1: 50,618 shares; 2016Q2: 53,766 shares; 2016Q3: 54,726 shares; 2016Q4: 57,603 shares; 2017Q1: 58,918 shares 58,918 $8.36M 0.06% +1,315 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 190,237 shares; 2016Q1: 203,498 shares; 2016Q2: 207,522 shares; 2016Q3: 204,850 shares; 2016Q4: 149,986 shares; 2017Q1: 159,751 shares 159,751 $8.29M 0.06% +9,765 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 66,223 shares; 2016Q1: 69,561 shares; 2016Q2: 72,091 shares; 2016Q3: 72,375 shares; 2016Q4: 63,334 shares; 2017Q1: 77,856 shares 77,856 $8.18M 0.05% +14,522 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 98,680 shares; 2016Q1: 112,461 shares; 2016Q2: 139,948 shares; 2016Q3: 157,238 shares; 2016Q4: 175,948 shares; 2017Q1: 183,488 shares 183,488 $8.18M 0.05% +7,540 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 110,502 shares; 2016Q1: 89,179 shares; 2016Q2: 92,097 shares; 2016Q3: 97,894 shares; 2016Q4: 92,410 shares; 2017Q1: 104,615 shares 104,615 $8.14M 0.05% +12,205 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 25,733 shares; 2016Q1: 27,712 shares; 2016Q2: 29,903 shares; 2016Q3: 30,451 shares; 2016Q4: 32,215 shares; 2017Q1: 35,315 shares 35,315 $8.11M 0.05% +3,100 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 165,815 shares; 2016Q1: 125,321 shares; 2016Q2: 91,912 shares; 2016Q3: 121,083 shares; 2016Q4: 87,956 shares; 2017Q1: 76,838 shares 76,838 $8.11M 0.05% -11,118 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 50,384 shares; 2016Q1: 49,797 shares; 2016Q2: 45,579 shares; 2016Q3: 50,962 shares; 2016Q4: 58,664 shares; 2017Q1: 71,038 shares 71,038 $8.04M 0.05% +12,374 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 35,745 shares; 2016Q1: 31,279 shares; 2016Q2: 32,267 shares; 2016Q3: 34,138 shares; 2016Q4: 33,511 shares; 2017Q1: 33,435 shares 33,435 $7.95M 0.05% -76 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 84,427 shares; 2016Q1: 116,692 shares; 2016Q2: 129,451 shares; 2016Q3: 137,616 shares; 2016Q4: 159,409 shares; 2017Q1: 172,212 shares 172,212 $7.93M 0.05% +12,803 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; 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; 2017Q1: 1,189,774 shares 1,189,774 $7.91M 0.05% +123,256 IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 25,311 shares; 2016Q1: 23,472 shares; 2016Q2: 24,609 shares; 2016Q3: 73,698 shares; 2016Q4: 103,910 shares; 2017Q1: 156,603 shares 156,603 $7.91M 0.05% +52,693 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,438 shares; 2016Q1: 49,134 shares; 2016Q2: 54,496 shares; 2016Q3: 55,295 shares; 2016Q4: 53,858 shares; 2017Q1: 54,588 shares 54,588 $7.87M 0.05% +730 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 59,763 shares; 2016Q1: 59,763 shares; 2016Q2: 39,872 shares; 2016Q3: 86,194 shares; 2016Q4: 108,519 shares; 2017Q1: 140,928 shares 140,928 $7.77M 0.05% +32,409 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 42,094 shares; 2016Q1: 48,250 shares; 2016Q2: 121,110 shares; 2016Q3: 117,819 shares; 2016Q4: 112,376 shares; 2017Q1: 149,015 shares 149,015 $7.67M 0.05% +36,639 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 147,407 shares; 2016Q1: 127,974 shares; 2016Q2: 137,433 shares; 2016Q3: 162,932 shares; 2016Q4: 139,146 shares; 2017Q1: 145,021 shares 145,021 $7.66M 0.05% +5,875 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 137,651 shares; 2016Q1: 138,193 shares; 2016Q2: 141,468 shares; 2016Q3: 138,976 shares; 2016Q4: 141,271 shares; 2017Q1: 139,689 shares 139,689 $7.64M 0.05% -1,582 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 12,017 shares; 2016Q1: 19,661 shares; 2016Q2: 39,988 shares; 2016Q3: 187,332 shares; 2016Q4: 236,233 shares; 2017Q1: 291,500 shares 291,500 $7.63M 0.05% +55,267 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 85,996 shares; 2016Q1: 93,046 shares; 2016Q2: 245,083 shares; 2016Q3: 567,886 shares; 2016Q4: 544,911 shares; 2017Q1: 558,093 shares 558,093 $7.46M 0.05% +13,182 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 126,483 shares; 2016Q1: 128,555 shares; 2016Q2: 138,153 shares; 2016Q3: 148,067 shares; 2016Q4: 153,224 shares; 2017Q1: 157,741 shares 157,741 $7.45M 0.05% +4,517 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 43,982 shares; 2016Q1: 46,953 shares; 2016Q2: 60,389 shares; 2016Q3: 62,937 shares; 2016Q4: 61,992 shares; 2017Q1: 66,054 shares 66,054 $7.45M 0.05% +4,062 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 177,742 shares; 2016Q1: 187,118 shares; 2016Q2: 207,529 shares; 2016Q3: 244,503 shares; 2016Q4: 258,486 shares; 2017Q1: 269,640 shares 269,640 $7.38M 0.05% +11,154 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 121,771 shares; 2016Q1: 130,487 shares; 2016Q2: 128,417 shares; 2016Q3: 129,409 shares; 2016Q4: 167,878 shares; 2017Q1: 165,276 shares 165,276 $7.33M 0.05% -2,602 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 31,599 shares; 2016Q2: 38,170 shares; 2016Q3: 39,935 shares; 2016Q4: 127,695 shares; 2017Q1: 136,169 shares 136,169 $7.32M 0.05% +8,474 ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,713 shares; 2016Q1: 40,575 shares; 2016Q2: 41,633 shares; 2016Q3: 40,192 shares; 2016Q4: 46,696 shares; 2017Q1: 88,825 shares 88,825 $7.28M 0.05% +42,129 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 42,773 shares; 2016Q1: 42,220 shares; 2016Q2: 41,529 shares; 2016Q3: 58,610 shares; 2016Q4: 45,080 shares; 2017Q1: 47,923 shares 47,923 $7.25M 0.05% +2,843 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,192 shares; 2016Q1: 90,114 shares; 2016Q2: 96,243 shares; 2016Q3: 97,111 shares; 2016Q4: 95,482 shares; 2017Q1: 89,316 shares 89,316 $7.2M 0.05% -6,166 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 110,322 shares; 2016Q1: 108,773 shares; 2016Q2: 109,707 shares; 2016Q3: 114,531 shares; 2016Q4: 117,669 shares; 2017Q1: 135,741 shares 135,741 $7.16M 0.05% +18,072 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 68,389 shares; 2016Q1: 75,614 shares; 2016Q2: 83,775 shares; 2016Q3: 84,608 shares; 2016Q4: 87,789 shares; 2017Q1: 90,346 shares 90,346 $7.14M 0.05% +2,557 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 48,383 shares; 2016Q1: 96,455 shares; 2016Q2: 99,994 shares; 2016Q3: 97,379 shares; 2016Q4: 106,602 shares; 2017Q1: 109,853 shares 109,853 $7.14M 0.05% +3,251 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 19,742 shares; 2016Q1: 18,971 shares; 2016Q2: 27,099 shares; 2016Q3: 62,389 shares; 2016Q4: 157,707 shares; 2017Q1: 161,685 shares 161,685 $7.11M 0.05% +3,978 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 5,769 shares; 2016Q2: 14,239 shares; 2016Q3: 25,841 shares; 2016Q4: 90,556 shares; 2017Q1: 97,467 shares 97,467 $7.1M 0.05% +6,911 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 115,082 shares; 2016Q1: 108,928 shares; 2016Q2: 110,915 shares; 2016Q3: 115,907 shares; 2016Q4: 117,538 shares; 2017Q1: 120,288 shares 120,288 $7.08M 0.05% +2,750 TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 119,382 shares; 2016Q1: 136,546 shares; 2016Q2: 148,553 shares; 2016Q3: 161,703 shares; 2016Q4: 167,684 shares; 2017Q1: 127,997 shares 127,997 $7.06M 0.05% -39,687 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 64,024 shares; 2016Q1: 64,189 shares; 2016Q2: 67,858 shares; 2016Q3: 72,373 shares; 2016Q4: 88,154 shares; 2017Q1: 99,508 shares 99,508 $7.05M 0.05% +11,354 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 65,588 shares; 2016Q1: 57,730 shares; 2016Q2: 79,321 shares; 2016Q3: 76,366 shares; 2016Q4: 78,269 shares; 2017Q1: 139,380 shares 139,380 $7.01M 0.05% +61,111 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 189,520 shares; 2016Q1: 189,383 shares; 2016Q2: 189,416 shares; 2016Q3: 189,446 shares; 2016Q4: 149,643 shares; 2017Q1: 141,820 shares 141,820 $6.99M 0.05% -7,823 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 202,813 shares; 2016Q1: 195,973 shares; 2016Q2: 147,927 shares; 2016Q3: 139,556 shares; 2016Q4: 131,991 shares; 2017Q1: 135,494 shares 135,494 $6.99M 0.05% +3,503 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 23,062 shares; 2016Q1: 24,650 shares; 2016Q2: 24,068 shares; 2016Q3: 23,986 shares; 2016Q4: 32,974 shares; 2017Q1: 32,731 shares 32,731 $6.96M 0.05% -243 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,457 shares; 2016Q1: 39,099 shares; 2016Q2: 51,520 shares; 2016Q3: 67,316 shares; 2016Q4: 107,127 shares; 2017Q1: 162,676 shares 162,676 $6.94M 0.05% +55,549 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 174,197 shares; 2016Q3: 159,326 shares; 2016Q4: 424,822 shares; 2017Q1: 303,055 shares 303,055 $6.91M 0.05% -121,767 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 205,675 shares; 2016Q1: 259,184 shares; 2016Q2: 286,803 shares; 2016Q3: 295,231 shares; 2016Q4: 241,418 shares; 2017Q1: 233,783 shares 233,783 $6.89M 0.05% -7,635 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 103,353 shares; 2016Q1: 78,441 shares; 2016Q2: 79,043 shares; 2016Q3: 80,419 shares; 2016Q4: 79,788 shares; 2017Q1: 82,925 shares 82,925 $6.84M 0.05% +3,137 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 66,469 shares; 2016Q1: 69,317 shares; 2016Q2: 74,103 shares; 2016Q3: 59,806 shares; 2016Q4: 58,981 shares; 2017Q1: 62,656 shares 62,656 $6.83M 0.05% +3,675 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 38,940 shares; 2016Q1: 40,085 shares; 2016Q2: 38,779 shares; 2016Q3: 53,616 shares; 2016Q4: 48,935 shares; 2017Q1: 50,439 shares 50,439 $6.82M 0.05% +1,504 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 168,568 shares; 2016Q1: 227,426 shares; 2016Q2: 231,542 shares; 2016Q3: 201,989 shares; 2016Q4: 211,428 shares; 2017Q1: 235,725 shares 235,725 $6.81M 0.05% +24,297 Timeline NUVEEN NUVEEN More: the full row for NUVEEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 196,611 shares; 2016Q1: 227,327 shares; 2016Q2: 484,469 shares; 2016Q3: 546,252 shares; 2016Q4: 629,305 shares; 2017Q1: 711,895 shares 711,895 $6.79M 0.05% +82,590 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 114,556 shares; 2016Q1: 120,032 shares; 2016Q2: 119,432 shares; 2016Q3: 119,343 shares; 2016Q4: 125,211 shares; 2017Q1: 131,488 shares 131,488 $6.79M 0.05% +6,277 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 527,451 shares; 2016Q1: 535,936 shares; 2016Q2: 537,214 shares; 2016Q3: 525,509 shares; 2016Q4: 477,929 shares; 2017Q1: 433,476 shares 433,476 $6.78M 0.05% -44,453 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 65,252 shares; 2016Q1: 26,535 shares; 2016Q2: 26,095 shares; 2016Q3: 30,853 shares; 2016Q4: 48,866 shares; 2017Q1: 56,143 shares 56,143 $6.78M 0.05% +7,277 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 222,277 shares; 2016Q1: 275,636 shares; 2016Q2: 492,723 shares; 2016Q3: 622,708 shares; 2016Q4: 673,319 shares; 2017Q1: 742,858 shares 742,858 $6.71M 0.04% +69,539 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 100,481 shares; 2016Q1: 93,086 shares; 2016Q2: 89,966 shares; 2016Q3: 113,262 shares; 2016Q4: 81,964 shares; 2017Q1: 85,526 shares 85,526 $6.71M 0.04% +3,562 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 103,267 shares; 2016Q1: 115,597 shares; 2016Q2: 111,895 shares; 2016Q3: 106,685 shares; 2016Q4: 106,775 shares; 2017Q1: 101,481 shares 101,481 $6.69M 0.04% -5,294 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 51,389 shares; 2016Q1: 46,257 shares; 2016Q2: 60,116 shares; 2016Q3: 63,236 shares; 2016Q4: 120,559 shares; 2017Q1: 146,730 shares 146,730 $6.68M 0.04% +26,171 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 410,870 shares; 2016Q1: 441,284 shares; 2016Q2: 484,379 shares; 2016Q3: 715,614 shares; 2016Q4: 788,767 shares; 2017Q1: 766,719 shares 766,719 $6.67M 0.04% -22,048 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 22,906 shares; 2016Q1: 27,086 shares; 2016Q2: 26,514 shares; 2016Q3: 75,297 shares; 2016Q4: 130,831 shares; 2017Q1: 155,433 shares 155,433 $6.66M 0.04% +24,602 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,950 shares; 2016Q1: 91,242 shares; 2016Q2: 96,865 shares; 2016Q3: 104,603 shares; 2016Q4: 122,090 shares; 2017Q1: 140,124 shares 140,124 $6.6M 0.04% +18,034 SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 49,511 shares; 2016Q1: 60,072 shares; 2016Q2: 87,238 shares; 2016Q3: 96,434 shares; 2016Q4: 103,630 shares; 2017Q1: 121,844 shares 121,844 $6.6M 0.04% +18,214 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 6,921 shares; 2016Q1: 6,551 shares; 2016Q2: 7,858 shares; 2016Q3: 10,943 shares; 2016Q4: 52,382 shares; 2017Q1: 55,425 shares 55,425 $6.59M 0.04% +3,043 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 130,101 shares; 2016Q1: 121,946 shares; 2016Q2: 112,200 shares; 2016Q3: 113,969 shares; 2016Q4: 122,575 shares; 2017Q1: 132,567 shares 132,567 $6.52M 0.04% +9,992 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 70,095 shares; 2016Q1: 75,753 shares; 2016Q2: 72,572 shares; 2016Q3: 74,383 shares; 2016Q4: 74,281 shares; 2017Q1: 74,090 shares 74,090 $6.52M 0.04% -191 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 116,205 shares; 2016Q1: 104,791 shares; 2016Q2: 83,537 shares; 2016Q3: 69,246 shares; 2016Q4: 59,622 shares; 2017Q1: 61,773 shares 61,773 $6.51M 0.04% +2,151 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 29,781 shares; 2016Q1: 28,569 shares; 2016Q2: 28,449 shares; 2016Q3: 40,093 shares; 2016Q4: 40,021 shares; 2017Q1: 41,734 shares 41,734 $6.5M 0.04% +1,713 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 81,462 shares; 2016Q1: 85,670 shares; 2016Q2: 95,672 shares; 2016Q3: 90,547 shares; 2016Q4: 93,629 shares; 2017Q1: 105,352 shares 105,352 $6.39M 0.04% +11,723 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 115,492 shares; 2016Q1: 124,050 shares; 2016Q2: 150,919 shares; 2016Q3: 172,220 shares; 2016Q4: 188,441 shares; 2017Q1: 193,483 shares 193,483 $6.38M 0.04% +5,042 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,499 shares; 2016Q1: 72,662 shares; 2016Q2: 70,973 shares; 2016Q3: 66,567 shares; 2016Q4: 73,637 shares; 2017Q1: 78,318 shares 78,318 $6.38M 0.04% +4,681 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 108,604 shares; 2016Q1: 116,544 shares; 2016Q2: 77,484 shares; 2016Q3: 80,519 shares; 2016Q4: 78,903 shares; 2017Q1: 59,779 shares 59,779 $6.37M 0.04% -19,124 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 109,402 shares; 2016Q1: 101,425 shares; 2016Q2: 93,495 shares; 2016Q3: 74,525 shares; 2016Q4: 83,354 shares; 2017Q1: 124,916 shares 124,916 $6.35M 0.04% +41,562 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 107,376 shares; 2016Q1: 94,640 shares; 2016Q2: 91,537 shares; 2016Q3: 82,797 shares; 2016Q4: 93,224 shares; 2017Q1: 95,664 shares 95,664 $6.27M 0.04% +2,440 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 41,155 shares; 2016Q1: 42,404 shares; 2016Q2: 43,546 shares; 2016Q3: 44,426 shares; 2016Q4: 47,653 shares; 2017Q1: 51,538 shares 51,538 $6.25M 0.04% +3,885 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 93,185 shares; 2016Q1: 96,554 shares; 2016Q2: 101,178 shares; 2016Q3: 99,975 shares; 2016Q4: 123,537 shares; 2017Q1: 116,747 shares 116,747 $6.22M 0.04% -6,790 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 125,739 shares; 2016Q1: 194,897 shares; 2016Q2: 106,368 shares; 2016Q3: 84,588 shares; 2016Q4: 123,194 shares; 2017Q1: 259,659 shares 259,659 $6.2M 0.04% +136,465 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 132,430 shares; 2016Q1: 136,198 shares; 2016Q2: 132,401 shares; 2016Q3: 130,007 shares; 2016Q4: 134,760 shares; 2017Q1: 143,445 shares 143,445 $6.17M 0.04% +8,685 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 39,872 shares; 2016Q2: 100,541 shares; 2016Q3: 167,978 shares; 2016Q4: 163,859 shares; 2017Q1: 207,411 shares 207,411 $6.17M 0.04% +43,552 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 29,353 shares; 2016Q1: 29,308 shares; 2016Q2: 29,095 shares; 2016Q3: 55,928 shares; 2016Q4: 106,067 shares; 2017Q1: 132,021 shares 132,021 $6.1M 0.04% +25,954 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 315,647 shares; 2016Q1: 311,899 shares; 2016Q2: 292,242 shares; 2016Q3: 281,216 shares; 2016Q4: 296,410 shares; 2017Q1: 284,002 shares 284,002 $6.07M 0.04% -12,408 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 123,966 shares; 2016Q1: 164,917 shares; 2016Q2: 213,790 shares; 2016Q3: 218,805 shares; 2016Q4: 221,866 shares; 2017Q1: 239,594 shares 239,594 $6.07M 0.04% +17,728 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 5,613 shares; 2016Q1: 7,681 shares; 2016Q2: 9,580 shares; 2016Q3: 9,446 shares; 2016Q4: 97,177 shares; 2017Q1: 127,657 shares 127,657 $6.07M 0.04% +30,480 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 43,855 shares; 2016Q1: 42,240 shares; 2016Q2: 44,109 shares; 2016Q3: 44,523 shares; 2016Q4: 45,443 shares; 2017Q1: 49,690 shares 49,690 $6.04M 0.04% +4,247 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 96,338 shares; 2016Q1: 101,037 shares; 2016Q2: 102,197 shares; 2016Q3: 98,320 shares; 2016Q4: 96,744 shares; 2017Q1: 93,292 shares 93,292 $6.03M 0.04% -3,452 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 62,820 shares; 2016Q1: 51,084 shares; 2016Q2: 46,094 shares; 2016Q3: 46,660 shares; 2016Q4: 50,823 shares; 2017Q1: 55,162 shares 55,162 $6.03M 0.04% +4,339 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 85,135 shares; 2016Q1: 86,670 shares; 2016Q2: 85,990 shares; 2016Q3: 85,714 shares; 2016Q4: 89,366 shares; 2017Q1: 94,250 shares 94,250 $6.02M 0.04% +4,884 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 155,925 shares; 2016Q1: 149,588 shares; 2016Q2: 144,921 shares; 2016Q3: 156,215 shares; 2016Q4: 150,267 shares; 2017Q1: 164,164 shares 164,164 $6M 0.04% +13,897 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 141,390 shares; 2016Q1: 135,005 shares; 2016Q2: 132,856 shares; 2016Q3: 143,112 shares; 2016Q4: 140,073 shares; 2017Q1: 152,794 shares 152,794 $5.94M 0.04% +12,721 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 24,597 shares; 2016Q1: 26,489 shares; 2016Q2: 27,621 shares; 2016Q3: 31,928 shares; 2016Q4: 35,819 shares; 2017Q1: 38,439 shares 38,439 $5.9M 0.04% +2,620 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 26,970 shares; 2016Q1: 40,152 shares; 2016Q2: 44,349 shares; 2016Q3: 43,810 shares; 2016Q4: 44,495 shares; 2017Q1: 46,999 shares 46,999 $5.9M 0.04% +2,504 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 403,721 shares; 2016Q1: 391,452 shares; 2016Q2: 397,668 shares; 2016Q3: 538,156 shares; 2016Q4: 496,290 shares; 2017Q1: 526,671 shares 526,671 $5.85M 0.04% +30,381 DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 61,896 shares; 2016Q1: 54,963 shares; 2016Q2: 52,548 shares; 2016Q3: 111,136 shares; 2016Q4: 153,607 shares; 2017Q1: 114,699 shares 114,699 $5.81M 0.04% -38,908 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 38,184 shares; 2016Q1: 38,640 shares; 2016Q2: 42,587 shares; 2016Q3: 42,733 shares; 2016Q4: 45,091 shares; 2017Q1: 45,509 shares 45,509 $5.8M 0.04% +418 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 56,299 shares; 2016Q1: 67,325 shares; 2016Q2: 61,089 shares; 2016Q3: 60,568 shares; 2016Q4: 67,639 shares; 2017Q1: 105,216 shares 105,216 $5.78M 0.04% +37,577 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 111,674 shares; 2016Q4: 118,617 shares; 2017Q1: 137,159 shares 137,159 $5.78M 0.04% +18,542 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 120,321 shares; 2016Q1: 115,964 shares; 2016Q2: 119,981 shares; 2016Q3: 123,041 shares; 2016Q4: 137,578 shares; 2017Q1: 151,249 shares 151,249 $5.66M 0.04% +13,671 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 79,636 shares; 2016Q1: 51,393 shares; 2016Q2: 53,037 shares; 2016Q3: 54,425 shares; 2016Q4: 49,011 shares; 2017Q1: 49,745 shares 49,745 $5.6M 0.04% +734 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 57,594 shares; 2016Q1: 56,452 shares; 2016Q2: 54,010 shares; 2016Q3: 52,898 shares; 2016Q4: 52,188 shares; 2017Q1: 55,903 shares 55,903 $5.58M 0.04% +3,715 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 106,845 shares; 2016Q1: 129,714 shares; 2016Q2: 132,945 shares; 2016Q3: 128,114 shares; 2016Q4: 132,822 shares; 2017Q1: 126,997 shares 126,997 $5.54M 0.04% -5,825 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 218,310 shares; 2016Q1: 218,310 shares; 2016Q2: 218,196 shares; 2016Q3: 218,196 shares; 2016Q4: 215,196 shares; 2017Q1: 255,848 shares 255,848 $5.54M 0.04% +40,652 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 493,786 shares; 2016Q1: 497,495 shares; 2016Q2: 486,759 shares; 2016Q3: 486,801 shares; 2016Q4: 436,648 shares; 2017Q1: 399,238 shares 399,238 $5.52M 0.04% -37,410 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,024 shares; 2016Q1: 76,464 shares; 2016Q2: 74,367 shares; 2016Q3: 30,060 shares; 2016Q4: 137,789 shares; 2017Q1: 162,874 shares 162,874 $5.47M 0.04% +25,085 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 26,725 shares; 2016Q1: 31,322 shares; 2016Q2: 35,109 shares; 2016Q3: 43,468 shares; 2016Q4: 52,103 shares; 2017Q1: 110,099 shares 110,099 $5.45M 0.04% +57,996 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 124,118 shares; 2016Q1: 132,086 shares; 2016Q2: 171,725 shares; 2016Q3: 212,962 shares; 2016Q4: 226,013 shares; 2017Q1: 273,994 shares 273,994 $5.42M 0.04% +47,981 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 250,429 shares; 2016Q1: 238,163 shares; 2016Q2: 220,541 shares; 2016Q3: 204,753 shares; 2016Q4: 252,749 shares; 2017Q1: 243,531 shares 243,531 $5.42M 0.04% -9,218 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 191,787 shares; 2016Q1: 205,673 shares; 2016Q2: 214,210 shares; 2016Q3: 238,143 shares; 2016Q4: 231,184 shares; 2017Q1: 211,179 shares 211,179 $5.36M 0.04% -20,005 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 26,032 shares; 2016Q2: 27,252 shares; 2016Q3: 28,344 shares; 2016Q4: 32,079 shares; 2017Q1: 39,355 shares 39,355 $5.36M 0.04% +7,276 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 5,912 shares; 2016Q1: 54,611 shares; 2016Q2: 6,089 shares; 2016Q3: 6,032 shares; 2016Q4: 10,018 shares; 2017Q1: 22,974 shares 22,974 $5.36M 0.04% +12,956 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 87,960 shares; 2016Q1: 119,612 shares; 2016Q2: 131,294 shares; 2016Q3: 123,098 shares; 2016Q4: 106,298 shares; 2017Q1: 105,326 shares 105,326 $5.35M 0.04% -972 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,259 shares; 2016Q1: 55,458 shares; 2016Q2: 57,623 shares; 2016Q3: 59,785 shares; 2016Q4: 56,460 shares; 2017Q1: 61,613 shares 61,613 $5.34M 0.04% +5,153 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 269,765 shares; 2016Q1: 262,150 shares; 2016Q2: 117,618 shares; 2016Q3: 139,902 shares; 2016Q4: 96,428 shares; 2017Q1: 99,028 shares 99,028 $5.32M 0.04% +2,600 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 184,521 shares; 2016Q1: 183,669 shares; 2016Q2: 180,136 shares; 2016Q3: 186,248 shares; 2016Q4: 203,597 shares; 2017Q1: 253,268 shares 253,268 $5.32M 0.04% +49,671 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 253,250 shares; 2016Q1: 128,155 shares; 2016Q2: 113,979 shares; 2016Q3: 113,132 shares; 2016Q4: 117,381 shares; 2017Q1: 117,401 shares 117,401 $5.32M 0.04% +20 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 53,709 shares; 2016Q1: 52,285 shares; 2016Q2: 53,916 shares; 2016Q3: 57,451 shares; 2016Q4: 90,430 shares; 2017Q1: 95,167 shares 95,167 $5.31M 0.04% +4,737 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 97,644 shares; 2016Q1: 99,677 shares; 2016Q2: 138,625 shares; 2016Q3: 118,520 shares; 2016Q4: 136,339 shares; 2017Q1: 165,155 shares 165,155 $5.3M 0.04% +28,816 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 63,923 shares; 2016Q1: 64,824 shares; 2016Q2: 64,046 shares; 2016Q3: 66,268 shares; 2016Q4: 67,339 shares; 2017Q1: 77,176 shares 77,176 $5.29M 0.04% +9,837 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 86,901 shares; 2016Q1: 82,433 shares; 2016Q2: 116,194 shares; 2016Q3: 101,054 shares; 2016Q4: 168,132 shares; 2017Q1: 208,171 shares 208,171 $5.27M 0.04% +40,039 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 11,410 shares; 2016Q1: 16,663 shares; 2016Q2: 29,829 shares; 2016Q3: 69,318 shares; 2016Q4: 83,267 shares; 2017Q1: 104,790 shares 104,790 $5.25M 0.04% +21,523 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 25,464 shares; 2016Q1: 26,453 shares; 2016Q2: 34,313 shares; 2016Q3: 35,295 shares; 2016Q4: 34,942 shares; 2017Q1: 40,318 shares 40,318 $5.25M 0.04% +5,376 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 64,799 shares; 2016Q1: 56,323 shares; 2016Q2: 57,876 shares; 2016Q3: 59,526 shares; 2016Q4: 64,589 shares; 2017Q1: 70,542 shares 70,542 $5.23M 0.04% +5,953 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 107,252 shares; 2016Q1: 110,429 shares; 2016Q2: 113,744 shares; 2016Q3: 111,535 shares; 2016Q4: 115,453 shares; 2017Q1: 117,673 shares 117,673 $5.23M 0.04% +2,220 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 33,540 shares; 2016Q1: 37,217 shares; 2016Q2: 33,265 shares; 2016Q3: 32,267 shares; 2016Q4: 34,771 shares; 2017Q1: 37,544 shares 37,544 $5.2M 0.03% +2,773 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 44,712 shares; 2016Q1: 47,574 shares; 2016Q2: 54,564 shares; 2016Q3: 52,982 shares; 2016Q4: 55,046 shares; 2017Q1: 60,764 shares 60,764 $5.2M 0.03% +5,718 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 13,113 shares; 2016Q2: 17,035 shares; 2016Q3: 19,223 shares; 2016Q4: 20,588 shares; 2017Q1: 23,698 shares 23,698 $5.19M 0.03% +3,110 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 21,714 shares; 2016Q1: 29,282 shares; 2016Q2: 29,491 shares; 2016Q3: 29,891 shares; 2016Q4: 29,910 shares; 2017Q1: 31,234 shares 31,234 $5.17M 0.03% +1,324 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 223,565 shares; 2016Q1: 226,754 shares; 2016Q2: 232,363 shares; 2016Q3: 258,516 shares; 2016Q4: 271,168 shares; 2017Q1: 295,292 shares 295,292 $5.13M 0.03% +24,124 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 62,032 shares; 2016Q1: 66,932 shares; 2016Q2: 76,456 shares; 2016Q3: 81,443 shares; 2016Q4: 94,799 shares; 2017Q1: 106,114 shares 106,114 $5.11M 0.03% +11,315 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 11,569 shares; 2016Q4: 102,534 shares; 2017Q1: 147,336 shares 147,336 $5.11M 0.03% +44,802 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 513,159 shares; 2016Q1: 466,621 shares; 2016Q2: 445,662 shares; 2016Q3: 400,172 shares; 2016Q4: 363,158 shares; 2017Q1: 298,345 shares 298,345 $5.09M 0.03% -64,813 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 71,127 shares; 2016Q1: 59,270 shares; 2016Q2: 84,650 shares; 2016Q3: 106,993 shares; 2016Q4: 117,003 shares; 2017Q1: 119,774 shares 119,774 $5.08M 0.03% +2,771 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 31,051 shares; 2016Q1: 47,109 shares; 2016Q2: 41,838 shares; 2016Q3: 46,880 shares; 2016Q4: 44,044 shares; 2017Q1: 89,632 shares 89,632 $5.07M 0.03% +45,588 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 118,820 shares; 2016Q1: 118,577 shares; 2016Q2: 119,926 shares; 2016Q3: 121,254 shares; 2016Q4: 107,316 shares; 2017Q1: 86,272 shares 86,272 $5.07M 0.03% -21,044 OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 112,891 shares; 2016Q1: 67,073 shares; 2016Q2: 40,140 shares; 2016Q3: 40,324 shares; 2016Q4: 47,567 shares; 2017Q1: 48,245 shares 48,245 $5.05M 0.03% +678 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 22,134 shares; 2016Q1: 16,004 shares; 2016Q2: 14,252 shares; 2016Q3: 11,116 shares; 2016Q4: 74,749 shares; 2017Q1: 79,601 shares 79,601 $5.04M 0.03% +4,852 Timeline FXG 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 95,085 shares; 2016Q1: 201,980 shares; 2016Q2: 212,227 shares; 2016Q3: 78,320 shares; 2016Q4: 58,975 shares; 2017Q1: 108,951 shares 108,951 $5.03M 0.03% +49,976 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 81,044 shares; 2016Q1: 91,054 shares; 2016Q2: 80,190 shares; 2016Q3: 81,127 shares; 2016Q4: 65,753 shares; 2017Q1: 75,308 shares 75,308 $4.99M 0.03% +9,555 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 34,455 shares; 2016Q1: 33,661 shares; 2016Q2: 31,176 shares; 2016Q3: 28,629 shares; 2016Q4: 36,086 shares; 2017Q1: 42,095 shares 42,095 $4.98M 0.03% +6,009 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 10,608 shares; 2016Q3: 145,098 shares; 2016Q4: 157,451 shares; 2017Q1: 178,387 shares 178,387 $4.96M 0.03% +20,936 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 100,833 shares; 2016Q1: 93,359 shares; 2016Q2: 106,653 shares; 2016Q3: 101,508 shares; 2016Q4: 100,511 shares; 2017Q1: 98,599 shares 98,599 $4.94M 0.03% -1,912 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 12,462 shares; 2016Q1: 14,904 shares; 2016Q2: 16,337 shares; 2016Q3: 18,231 shares; 2016Q4: 30,250 shares; 2017Q1: 44,924 shares 44,924 $4.93M 0.03% +14,674 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 307,532 shares; 2016Q1: 294,344 shares; 2016Q2: 294,644 shares; 2016Q3: 298,220 shares; 2016Q4: 327,603 shares; 2017Q1: 447,106 shares 447,106 $4.92M 0.03% +119,503 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 145,720 shares; 2016Q1: 132,672 shares; 2016Q2: 135,373 shares; 2016Q3: 167,001 shares; 2016Q4: 160,928 shares; 2017Q1: 185,356 shares 185,356 $4.9M 0.03% +24,428 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 155,178 shares; 2016Q1: 177,506 shares; 2016Q2: 201,292 shares; 2016Q3: 209,438 shares; 2016Q4: 221,180 shares; 2017Q1: 237,710 shares 237,710 $4.88M 0.03% +16,530 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 27,520 shares; 2016Q1: 29,831 shares; 2016Q2: 29,276 shares; 2016Q3: 32,123 shares; 2016Q4: 35,968 shares; 2017Q1: 38,900 shares 38,900 $4.88M 0.03% +2,932 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 220,235 shares; 2016Q1: 228,514 shares; 2016Q2: 241,407 shares; 2016Q3: 262,766 shares; 2016Q4: 70,406 shares; 2017Q1: 74,283 shares 74,283 $4.86M 0.03% +3,877 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 74,898 shares; 2016Q1: 77,831 shares; 2016Q2: 76,405 shares; 2016Q3: 77,737 shares; 2016Q4: 99,091 shares; 2017Q1: 98,507 shares 98,507 $4.86M 0.03% -584 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 34,818 shares; 2016Q1: 38,679 shares; 2016Q2: 38,200 shares; 2016Q3: 63,483 shares; 2016Q4: 48,305 shares; 2017Q1: 48,266 shares 48,266 $4.85M 0.03% -39 Timeline PRAXAIR INC PRAXAIR INC More: the full row for PRAXAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 37,718 shares; 2016Q1: 37,659 shares; 2016Q2: 39,030 shares; 2016Q3: 39,126 shares; 2016Q4: 39,261 shares; 2017Q1: 40,861 shares 40,861 $4.85M 0.03% +1,600 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 41,372 shares; 2016Q1: 44,420 shares; 2016Q2: 50,837 shares; 2016Q3: 51,924 shares; 2016Q4: 54,081 shares; 2017Q1: 59,272 shares 59,272 $4.83M 0.03% +5,191 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 73,270 shares; 2016Q1: 73,091 shares; 2016Q2: 72,921 shares; 2016Q3: 74,107 shares; 2016Q4: 54,652 shares; 2017Q1: 91,875 shares 91,875 $4.83M 0.03% +37,223 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 31,165 shares; 2016Q1: 33,963 shares; 2016Q2: 36,294 shares; 2016Q3: 42,905 shares; 2016Q4: 48,593 shares; 2017Q1: 51,005 shares 51,005 $4.8M 0.03% +2,412 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 20,307 shares; 2016Q1: 21,434 shares; 2016Q2: 120,318 shares; 2016Q3: 73,030 shares; 2016Q4: 93,914 shares; 2017Q1: 156,768 shares 156,768 $4.79M 0.03% +62,854 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 50,520 shares; 2016Q1: 92,746 shares; 2016Q2: 83,010 shares; 2016Q3: 83,713 shares; 2016Q4: 105,234 shares; 2017Q1: 109,622 shares 109,622 $4.78M 0.03% +4,388 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 14,878 shares; 2016Q1: 16,488 shares; 2016Q2: 17,017 shares; 2016Q3: 17,556 shares; 2016Q4: 19,808 shares; 2017Q1: 21,778 shares 21,778 $4.77M 0.03% +1,970 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 156,137 shares; 2017Q1: 170,697 shares 170,697 $4.75M 0.03% +14,560 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 34,296 shares; 2016Q1: 35,733 shares; 2016Q2: 36,369 shares; 2016Q3: 34,616 shares; 2016Q4: 34,879 shares; 2017Q1: 36,824 shares 36,824 $4.73M 0.03% +1,945 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 18,395 shares; 2016Q1: 23,044 shares; 2016Q2: 26,648 shares; 2016Q3: 27,098 shares; 2016Q4: 29,113 shares; 2017Q1: 31,867 shares 31,867 $4.72M 0.03% +2,754 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 61,217 shares; 2016Q1: 55,545 shares; 2016Q2: 35,317 shares; 2016Q3: 29,740 shares; 2016Q4: 55,026 shares; 2017Q1: 86,233 shares 86,233 $4.71M 0.03% +31,207 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 278,861 shares; 2016Q1: 270,695 shares; 2016Q2: 281,153 shares; 2016Q3: 246,073 shares; 2016Q4: 333,983 shares; 2017Q1: 434,774 shares 434,774 $4.7M 0.03% +100,791 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 47,688 shares; 2016Q1: 54,706 shares; 2016Q2: 54,918 shares; 2016Q3: 58,247 shares; 2016Q4: 51,211 shares; 2017Q1: 50,345 shares 50,345 $4.65M 0.03% -866 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 244,217 shares; 2016Q1: 239,934 shares; 2016Q2: 235,523 shares; 2016Q3: 237,503 shares; 2016Q4: 117,044 shares; 2017Q1: 113,873 shares 113,873 $4.65M 0.03% -3,171 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 242,655 shares; 2016Q1: 242,395 shares; 2016Q2: 243,361 shares; 2016Q3: 246,401 shares; 2016Q4: 297,266 shares; 2017Q1: 318,771 shares 318,771 $4.63M 0.03% +21,505 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 13,275 shares; 2016Q1: 19,323 shares; 2016Q2: 19,139 shares; 2016Q3: 20,628 shares; 2016Q4: 27,887 shares; 2017Q1: 26,677 shares 26,677 $4.59M 0.03% -1,210 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 158,665 shares; 2016Q1: 132,101 shares; 2016Q2: 121,859 shares; 2016Q3: 113,612 shares; 2016Q4: 130,164 shares; 2017Q1: 124,223 shares 124,223 $4.59M 0.03% -5,941 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 71,071 shares; 2016Q1: 69,053 shares; 2016Q2: 69,667 shares; 2016Q3: 67,362 shares; 2016Q4: 68,367 shares; 2017Q1: 72,341 shares 72,341 $4.58M 0.03% +3,974 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,276 shares; 2016Q1: 37,242 shares; 2016Q2: 40,480 shares; 2016Q3: 72,706 shares; 2016Q4: 79,304 shares; 2017Q1: 91,446 shares 91,446 $4.56M 0.03% +12,142 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 50,459 shares; 2016Q1: 62,693 shares; 2016Q2: 79,253 shares; 2016Q3: 89,378 shares; 2016Q4: 95,335 shares; 2017Q1: 91,079 shares 91,079 $4.55M 0.03% -4,256 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 122,876 shares; 2016Q1: 121,477 shares; 2016Q2: 92,272 shares; 2016Q3: 79,436 shares; 2016Q4: 67,960 shares; 2017Q1: 78,804 shares 78,804 $4.52M 0.03% +10,844 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 74,723 shares; 2016Q1: 49,713 shares; 2016Q2: 45,985 shares; 2016Q3: 45,871 shares; 2016Q4: 58,006 shares; 2017Q1: 71,750 shares 71,750 $4.52M 0.03% +13,744 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 65,464 shares; 2016Q1: 59,895 shares; 2016Q2: 59,787 shares; 2016Q3: 31,150 shares; 2016Q4: 31,706 shares; 2017Q1: 42,647 shares 42,647 $4.49M 0.03% +10,941 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 2,408 shares; 2016Q1: 2,533 shares; 2016Q2: 2,993 shares; 2016Q3: 2,487 shares; 2016Q4: 2,393 shares; 2017Q1: 2,518 shares 2,518 $4.48M 0.03% +125 MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 96,415 shares; 2016Q1: 102,597 shares; 2016Q2: 95,957 shares; 2016Q3: 92,443 shares; 2016Q4: 97,066 shares; 2017Q1: 103,794 shares 103,794 $4.45M 0.03% +6,728 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 154,601 shares; 2016Q1: 163,677 shares; 2016Q2: 144,016 shares; 2016Q3: 141,268 shares; 2016Q4: 141,216 shares; 2017Q1: 140,136 shares 140,136 $4.44M 0.03% -1,080 Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 99,961 shares; 2016Q1: 87,497 shares; 2016Q2: 79,604 shares; 2016Q3: 78,924 shares; 2016Q4: 67,652 shares; 2017Q1: 75,520 shares 75,520 $4.44M 0.03% +7,868 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 244,830 shares; 2016Q1: 171,919 shares; 2016Q2: 208,144 shares; 2016Q3: 232,272 shares; 2016Q4: 317,712 shares; 2017Q1: 225,940 shares 225,940 $4.43M 0.03% -91,772 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 55,047 shares; 2016Q1: 41,769 shares; 2016Q2: 39,992 shares; 2016Q3: 42,316 shares; 2016Q4: 44,401 shares; 2017Q1: 45,392 shares 45,392 $4.43M 0.03% +991 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 169,317 shares; 2016Q1: 154,938 shares; 2016Q2: 143,697 shares; 2016Q3: 143,444 shares; 2016Q4: 159,710 shares; 2017Q1: 169,840 shares 169,840 $4.42M 0.03% +10,130 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 73,994 shares; 2016Q1: 70,907 shares; 2016Q2: 65,954 shares; 2016Q3: 62,500 shares; 2016Q4: 63,215 shares; 2017Q1: 69,554 shares 69,554 $4.42M 0.03% +6,339 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 52,292 shares; 2016Q1: 54,558 shares; 2016Q2: 58,740 shares; 2016Q3: 29,309 shares; 2016Q4: 50,210 shares; 2017Q1: 55,319 shares 55,319 $4.38M 0.03% +5,109 PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 83,087 shares; 2016Q1: 97,960 shares; 2016Q2: 101,876 shares; 2016Q3: 156,367 shares; 2016Q4: 193,658 shares; 2017Q1: 278,498 shares 278,498 $4.37M 0.03% +84,840 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 238,695 shares; 2016Q1: 169,623 shares; 2016Q2: 128,322 shares; 2016Q3: 91,516 shares; 2016Q4: 66,279 shares; 2017Q1: 69,239 shares 69,239 $4.35M 0.03% +2,960 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,753 shares; 2016Q1: 73,798 shares; 2016Q2: 72,221 shares; 2016Q3: 71,854 shares; 2016Q4: 71,637 shares; 2017Q1: 88,166 shares 88,166 $4.35M 0.03% +16,529 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,976 shares; 2016Q1: 74,139 shares; 2016Q2: 73,282 shares; 2016Q3: 81,070 shares; 2016Q4: 137,277 shares; 2017Q1: 150,481 shares 150,481 $4.34M 0.03% +13,204 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 109,236 shares; 2016Q1: 45,479 shares; 2016Q2: 52,531 shares; 2016Q3: 50,486 shares; 2016Q4: 66,377 shares; 2017Q1: 91,665 shares 91,665 $4.34M 0.03% +25,288 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 28,746 shares; 2016Q1: 37,860 shares; 2016Q2: 39,298 shares; 2016Q3: 38,893 shares; 2016Q4: 44,258 shares; 2017Q1: 44,398 shares 44,398 $4.34M 0.03% +140 IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 36,713 shares; 2016Q1: 36,667 shares; 2016Q2: 36,342 shares; 2016Q3: 36,450 shares; 2016Q4: 75,046 shares; 2017Q1: 96,490 shares 96,490 $4.32M 0.03% +21,444 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 26,968 shares; 2016Q1: 26,019 shares; 2016Q2: 25,849 shares; 2016Q3: 25,069 shares; 2016Q4: 23,330 shares; 2017Q1: 25,021 shares 25,021 $4.32M 0.03% +1,691 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 130,864 shares; 2016Q1: 130,722 shares; 2016Q2: 152,130 shares; 2016Q3: 159,790 shares; 2016Q4: 172,583 shares; 2017Q1: 213,177 shares 213,177 $4.31M 0.03% +40,594 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 168,956 shares; 2016Q1: 184,782 shares; 2016Q2: 191,296 shares; 2016Q3: 212,226 shares; 2016Q4: 217,388 shares; 2017Q1: 220,150 shares 220,150 $4.3M 0.03% +2,762 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 46,414 shares; 2016Q1: 47,713 shares; 2016Q2: 54,791 shares; 2016Q3: 59,481 shares; 2016Q4: 58,683 shares; 2017Q1: 59,002 shares 59,002 $4.28M 0.03% +319 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 85,225 shares 85,225 $4.25M 0.03% new 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 194,324 shares; 2016Q1: 257,071 shares; 2016Q2: 289,590 shares; 2016Q3: 404,860 shares; 2016Q4: 243,155 shares; 2017Q1: 231,622 shares 231,622 $4.22M 0.03% -11,533 POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 31,163 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 211,835 shares 211,835 $4.19M 0.03% new POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 352,391 shares; 2016Q1: 89,770 shares; 2016Q2: 114,643 shares; 2016Q3: 100,065 shares; 2016Q4: 147,047 shares; 2017Q1: 180,140 shares 180,140 $4.19M 0.03% +33,093 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 123,599 shares; 2016Q1: 87,848 shares; 2016Q2: 84,671 shares; 2016Q3: 82,266 shares; 2016Q4: 81,568 shares; 2017Q1: 81,183 shares 81,183 $4.19M 0.03% -385 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 248,686 shares; 2016Q1: 277,673 shares; 2016Q2: 247,970 shares; 2016Q3: 247,853 shares; 2016Q4: 220,370 shares; 2017Q1: 211,159 shares 211,159 $4.17M 0.03% -9,211 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 59,295 shares; 2016Q1: 51,719 shares; 2016Q2: 71,924 shares; 2016Q3: 69,939 shares; 2016Q4: 67,812 shares; 2017Q1: 71,030 shares 71,030 $4.15M 0.03% +3,218 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 17,111 shares; 2016Q1: 18,725 shares; 2016Q2: 18,577 shares; 2016Q3: 19,675 shares; 2016Q4: 23,296 shares; 2017Q1: 26,564 shares 26,564 $4.14M 0.03% +3,268 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 42,809 shares; 2016Q1: 40,337 shares; 2016Q2: 41,453 shares; 2016Q3: 43,577 shares; 2016Q4: 44,106 shares; 2017Q1: 44,692 shares 44,692 $4.12M 0.03% +586 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 309,678 shares; 2016Q1: 313,057 shares; 2016Q2: 263,216 shares; 2016Q3: 265,953 shares; 2016Q4: 301,305 shares; 2017Q1: 285,034 shares 285,034 $4.11M 0.03% -16,271 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 234,877 shares; 2016Q1: 246,105 shares; 2016Q2: 144,875 shares; 2016Q3: 125,168 shares; 2016Q4: 151,113 shares; 2017Q1: 118,243 shares 118,243 $4.1M 0.03% -32,870 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 28,946 shares; 2016Q1: 31,320 shares; 2016Q2: 48,293 shares; 2016Q3: 51,645 shares; 2016Q4: 51,638 shares; 2017Q1: 54,768 shares 54,768 $4.1M 0.03% +3,130 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 33,715 shares; 2016Q1: 32,897 shares; 2016Q2: 33,257 shares; 2016Q3: 31,577 shares; 2016Q4: 31,162 shares; 2017Q1: 32,797 shares 32,797 $4.08M 0.03% +1,635 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 35,526 shares; 2016Q1: 36,407 shares; 2016Q2: 35,886 shares; 2016Q3: 35,532 shares; 2016Q4: 31,031 shares; 2017Q1: 36,670 shares 36,670 $4.05M 0.03% +5,639 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 16,466 shares; 2016Q1: 17,241 shares; 2016Q2: 18,385 shares; 2016Q3: 20,043 shares; 2016Q4: 22,775 shares; 2017Q1: 26,750 shares 26,750 $4.05M 0.03% +3,975 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 27,931 shares; 2016Q1: 32,851 shares; 2016Q2: 33,802 shares; 2016Q3: 40,085 shares; 2016Q4: 44,408 shares; 2017Q1: 59,437 shares 59,437 $4.05M 0.03% +15,029 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,106 shares; 2016Q1: 70,447 shares; 2016Q2: 23,488 shares; 2016Q3: 21,392 shares; 2016Q4: 23,617 shares; 2017Q1: 24,635 shares 24,635 $4.04M 0.03% +1,018 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 30,065 shares; 2016Q1: 87,432 shares; 2016Q2: 74,824 shares; 2016Q3: 78,788 shares; 2016Q4: 128,768 shares; 2017Q1: 76,380 shares 76,380 $4M 0.03% -52,388 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 24,709 shares; 2016Q1: 29,853 shares; 2016Q2: 29,730 shares; 2016Q3: 53,679 shares; 2016Q4: 49,048 shares; 2017Q1: 48,501 shares 48,501 $4M 0.03% -547 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 76,834 shares; 2016Q1: 76,026 shares; 2016Q2: 74,277 shares; 2016Q3: 78,940 shares; 2016Q4: 76,679 shares; 2017Q1: 79,271 shares 79,271 $4M 0.03% +2,592 EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 51,467 shares; 2016Q1: 40,008 shares; 2016Q2: 75,164 shares; 2016Q3: 79,851 shares; 2016Q4: 80,136 shares; 2017Q1: 88,830 shares 88,830 $3.97M 0.03% +8,694 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 923,871 shares; 2016Q1: 992,948 shares; 2016Q2: 986,896 shares; 2016Q3: 1,010,343 shares; 2016Q4: 762,261 shares; 2017Q1: 770,822 shares 770,822 $3.97M 0.03% +8,561 FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,613 shares; 2016Q1: 101,245 shares; 2016Q2: 102,989 shares; 2016Q3: 124,519 shares; 2016Q4: 136,302 shares; 2017Q1: 202,829 shares 202,829 $3.96M 0.03% +66,527 Timeline 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 39,655 shares; 2016Q1: 40,423 shares; 2016Q2: 45,042 shares; 2016Q3: 41,721 shares; 2016Q4: 41,462 shares; 2017Q1: 41,791 shares 41,791 $3.95M 0.03% +329 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 82,868 shares; 2016Q1: 88,254 shares; 2016Q2: 85,590 shares; 2016Q3: 87,631 shares; 2016Q4: 119,748 shares; 2017Q1: 126,580 shares 126,580 $3.94M 0.03% +6,832 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: 72,166 shares; 2016Q1: 71,686 shares; 2016Q2: 70,776 shares; 2016Q3: 72,007 shares; 2016Q4: 78,593 shares; 2017Q1: 87,076 shares 87,076 $3.94M 0.03% +8,483 Timeline