IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 4,164,104 shares 4,164,104 $496M 3.15% -182,199 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 4,035,714 shares 4,035,714 $470M 2.99% -99,243 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; 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; 2017Q2: 9,375,324 shares 9,375,324 $387M 2.46% +36,154 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 2,586,561 shares 2,586,561 $373M 2.37% +37,118 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; 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; 2017Q2: 2,028,827 shares 2,028,827 $252M 1.6% +171,452 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 936,147 shares 936,147 $228M 1.45% +85,333 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; 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; 2017Q2: 882,241 shares 882,241 $213M 1.36% +31,456 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; 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; 2017Q2: 2,089,010 shares 2,089,010 $169M 1.07% +40,205 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,245,387 shares 1,245,387 $165M 1.05% +45,799 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; 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; 2017Q2: 1,186,550 shares 1,186,550 $163M 1.04% +107,987 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; 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; 2017Q2: 942,223 shares 942,223 $160M 1.01% +29,763 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,324,699 shares 1,324,699 $143M 0.91% +27,509 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; 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; 2017Q2: 5,278,721 shares 5,278,721 $143M 0.91% +51,685 IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 809,323 shares 809,323 $141M 0.89% +99,883 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,941,527 shares 1,941,527 $136M 0.86% +83,132 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; 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; 2017Q2: 3,593,321 shares 3,593,321 $136M 0.86% +113,056 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,566,114 shares 1,566,114 $132M 0.84% +18,850 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; 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; 2017Q2: 987,875 shares 987,875 $126M 0.8% +38,963 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; 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; 2017Q2: 2,924,679 shares 2,924,679 $119M 0.76% +57,115 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; 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; 2017Q2: 2,630,842 shares 2,630,842 $117M 0.75% +67,356 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 986,433 shares 986,433 $117M 0.74% +40,971 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,331,735 shares 1,331,735 $116M 0.74% +12,918 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,657,136 shares 1,657,136 $114M 0.73% +67,155 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; 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; 2017Q2: 12,247,104 shares 12,247,104 $112M 0.71% +138,579 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; 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; 2017Q2: 1,185,045 shares 1,185,045 $110M 0.7% +3,096 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; 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; 2017Q2: 488,313 shares 488,313 $108M 0.69% +12,979 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; 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; 2017Q2: 1,110,637 shares 1,110,637 $107M 0.68% +61,188 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 772,150 shares 772,150 $106M 0.67% +65,491 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; 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; 2017Q2: 1,295,797 shares 1,295,797 $103M 0.66% +235,482 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,275,745 shares 1,275,745 $95M 0.6% +26,955 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,677,715 shares 1,677,715 $93M 0.59% +199,008 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; 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; 2017Q2: 991,071 shares 991,071 $91.9M 0.58% -7,300 IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,578,989 shares 1,578,989 $90.6M 0.58% +389,263 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; 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; 2017Q2: 1,141,753 shares 1,141,753 $89.2M 0.57% +85,425 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,349,426 shares 1,349,426 $88M 0.56% +113,747 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 517,404 shares 517,404 $87.3M 0.55% +25,353 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,733,738 shares 1,733,738 $84.8M 0.54% +130,276 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 762,869 shares 762,869 $83.5M 0.53% +24,764 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 2,469,470 shares 2,469,470 $82.9M 0.53% -35,389 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 2,114,305 shares 2,114,305 $82.8M 0.53% -16,034 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; 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; 2017Q2: 1,637,653 shares 1,637,653 $79.7M 0.51% +105,564 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 758,226 shares 758,226 $79.6M 0.51% -67,337 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; 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; 2017Q2: 80,740 shares 80,740 $78.2M 0.5% +7,684 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 748,231 shares 748,231 $78.1M 0.5% -32,093 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 655,315 shares 655,315 $75.7M 0.48% +7,408 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; 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; 2017Q2: 841,280 shares 841,280 $74.8M 0.48% +40,498 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 684,310 shares 684,310 $72.1M 0.46% +7,449 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; 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; 2017Q2: 500,351 shares 500,351 $71.3M 0.45% +22,862 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; 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; 2017Q2: 519,641 shares 519,641 $70.4M 0.45% -15,857 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; 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; 2017Q2: 814,075 shares 814,075 $67.8M 0.43% +1,123 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; 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; 2017Q2: 633,728 shares 633,728 $67.3M 0.43% +18,106 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; 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; 2017Q2: 717,868 shares 717,868 $65.6M 0.42% +59,370 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 422,247 shares 422,247 $64.7M 0.41% +4,477 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; 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; 2017Q2: 585,702 shares 585,702 $63.3M 0.4% +47,665 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; 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; 2017Q2: 407,724 shares 407,724 $62.7M 0.4% -929 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; 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; 2017Q2: 414,163 shares 414,163 $62.5M 0.4% +16,289 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,020,038 shares 1,020,038 $62.1M 0.39% +146,833 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; 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; 2017Q2: 392,486 shares 392,486 $60.2M 0.38% -194 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; 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; 2017Q2: 1,218,156 shares 1,218,156 $59.1M 0.38% +54,440 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 411,750 shares 411,750 $58M 0.37% -34,227 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 896,337 shares 896,337 $57.4M 0.36% +2,104 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; 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; 2017Q2: 481,415 shares 481,415 $56.5M 0.36% -32,514 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 610,045 shares 610,045 $56.3M 0.36% +4,903 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; 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; 2017Q2: 1,234,835 shares 1,234,835 $55.4M 0.35% +3,836 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 789,431 shares 789,431 $54.7M 0.35% +59,848 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; 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; 2017Q2: 1,108,888 shares 1,108,888 $54.6M 0.35% +92,296 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 640,593 shares 640,593 $53.3M 0.34% +27,946 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; 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; 2017Q2: 167,441 shares 167,441 $53.2M 0.34% -26,638 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; 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; 2017Q2: 637,141 shares 637,141 $52.1M 0.33% +58,493 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,542,171 shares 1,542,171 $52M 0.33% +89,973 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; 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; 2017Q2: 2,112,970 shares 2,112,970 $51.3M 0.33% +51,950 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; 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; 2017Q2: 359,451 shares 359,451 $50.4M 0.32% +20,774 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 244,791 shares 244,791 $48.4M 0.31% +10,226 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 51,155 shares 51,155 $47.6M 0.3% +2,958 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; 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; 2017Q2: 1,883,242 shares 1,883,242 $46.5M 0.3% +103,816 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 239,813 shares 239,813 $46.1M 0.29% -187 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; 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; 2017Q2: 827,720 shares 827,720 $45.9M 0.29% -2,626 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 916,174 shares 916,174 $45.8M 0.29% +105,284 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 623,618 shares 623,618 $45.2M 0.29% +1,378 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 209,000 shares 209,000 $43.5M 0.28% -3,370 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; 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; 2017Q2: 641,555 shares 641,555 $43.3M 0.28% +181,391 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; 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; 2017Q2: 1,367,158 shares 1,367,158 $42.8M 0.27% +92,567 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; 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; 2017Q2: 355,890 shares 355,890 $42M 0.27% +5,004 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 411,577 shares 411,577 $42M 0.27% +49,528 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 365,569 shares 365,569 $41.5M 0.26% +10,758 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 45,548 shares 45,548 $41.4M 0.26% +1,406 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 433,633 shares 433,633 $40.7M 0.26% +24,729 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,383,369 shares 1,383,369 $40.5M 0.26% +113,036 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 227,337 shares 227,337 $39.2M 0.25% -2,325 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; 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; 2017Q2: 701,593 shares 701,593 $39.1M 0.25% +126 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; 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; 2017Q2: 471,456 shares 471,456 $37.7M 0.24% +19,043 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; 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; 2017Q2: 337,733 shares 337,733 $37.5M 0.24% -10,989 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 780,273 shares 780,273 $37.3M 0.24% +112,446 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; 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; 2017Q2: 303,185 shares 303,185 $37M 0.24% -26,025 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; 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; 2017Q2: 356,372 shares 356,372 $36.8M 0.23% -30,776 HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,291,775 shares 1,291,775 $36.7M 0.23% +366,921 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 296,652 shares 296,652 $36.5M 0.23% -3,617 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 183,149 shares 183,149 $36M 0.23% +4,290 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; 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; 2017Q2: 300,573 shares 300,573 $35.4M 0.22% +9,035 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; 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; 2017Q2: 769,488 shares 769,488 $34.4M 0.22% +38,580 TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 530,357 shares 530,357 $33.5M 0.21% +26,715 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 658,363 shares 658,363 $32.9M 0.21% +312,824 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 790,326 shares 790,326 $32.7M 0.21% +92,551 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 299,425 shares 299,425 $32.2M 0.2% +9,018 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; 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; 2017Q2: 492,540 shares 492,540 $32M 0.2% -32,769 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 201,167 shares 201,167 $31.4M 0.2% -15,476 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 536,488 shares 536,488 $31.3M 0.2% +13,626 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 994,658 shares 994,658 $31.2M 0.2% +49,427 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; 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; 2017Q2: 144,486 shares 144,486 $30.8M 0.2% +41,946 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; 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; 2017Q2: 275,671 shares 275,671 $30.5M 0.19% +61,410 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; 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; 2017Q2: 555,851 shares 555,851 $30.4M 0.19% +11,570 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; 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; 2017Q2: 109,246 shares 109,246 $30.3M 0.19% +8,671 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 359,982 shares 359,982 $30.1M 0.19% +3,352 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 390,621 shares 390,621 $29.6M 0.19% +2,618 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; 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; 2017Q2: 311,506 shares 311,506 $29.3M 0.19% -19,172 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; 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; 2017Q2: 364,460 shares 364,460 $29.3M 0.19% +7,896 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 297,187 shares 297,187 $29.1M 0.18% +11,138 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; 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; 2017Q2: 436,396 shares 436,396 $28.8M 0.18% -3,568 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; 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; 2017Q2: 221,491 shares 221,491 $28.6M 0.18% +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; 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; 2017Q2: 277,915 shares 277,915 $28.6M 0.18% +11,839 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; 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; 2017Q2: 336,316 shares 336,316 $26.6M 0.17% +44,145 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 220,872 shares 220,872 $26.6M 0.17% -5,506 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 544,776 shares 544,776 $26.5M 0.17% -5,622 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 163,431 shares 163,431 $26.1M 0.17% +10,930 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 586,109 shares 586,109 $25.8M 0.16% -13,832 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 535,739 shares 535,739 $25.7M 0.16% +23,708 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; 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; 2017Q2: 587,303 shares 587,303 $25.4M 0.16% +16,343 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; 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; 2017Q2: 626,222 shares 626,222 $25.2M 0.16% -23,908 QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 454,302 shares 454,302 $25.1M 0.16% +32,483 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 308,720 shares 308,720 $25M 0.16% -6,462 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; 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; 2017Q2: 391,276 shares 391,276 $24.7M 0.16% +4,219 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; 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; 2017Q2: 353,421 shares 353,421 $24.1M 0.15% +47,090 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; 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; 2017Q2: 179,753 shares 179,753 $24M 0.15% +13,587 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; 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; 2017Q2: 439,115 shares 439,115 $23.9M 0.15% +164,535 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 175,115 shares 175,115 $23.7M 0.15% -9,538 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; 2015Q3: restricted; 2015Q4: 96 shares; 2016Q1: 97 shares; 2016Q2: 98 shares; 2016Q3: 98 shares; 2016Q4: 98 shares; 2017Q1: 101 shares; 2017Q2: 93 shares 93 $23.7M 0.15% -8 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 395,039 shares 395,039 $23.6M 0.15% +3,142 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; 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; 2017Q2: 125,993 shares 125,993 $23.4M 0.15% +12,076 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; 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; 2017Q2: 2,043,992 shares 2,043,992 $22.9M 0.15% +29,152 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; 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; 2017Q2: 317,449 shares 317,449 $22.5M 0.14% +3,440 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; 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; 2017Q2: 250,802 shares 250,802 $22M 0.14% +715 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 394,270 shares 394,270 $21.8M 0.14% +79,765 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; 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; 2017Q2: 797,661 shares 797,661 $21.6M 0.14% +3,682 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 69,638 shares 69,638 $21.6M 0.14% -586 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 267,020 shares 267,020 $21.5M 0.14% -16,988 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 125,499 shares 125,499 $21.2M 0.13% +7,629 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; 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; 2017Q2: 381,819 shares 381,819 $21.2M 0.13% -20,320 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 421,689 shares 421,689 $21.1M 0.13% +8,192 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 97,270 shares 97,270 $21.1M 0.13% +2,285 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 142,202 shares 142,202 $21.1M 0.13% -15,810 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 352,527 shares 352,527 $20.8M 0.13% -16,603 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 243,548 shares 243,548 $20.3M 0.13% +15,570 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 559,498 shares 559,498 $20.3M 0.13% +16,956 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; 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; 2017Q2: 259,358 shares 259,358 $19.9M 0.13% -153 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; 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; 2017Q2: 378,966 shares 378,966 $19.7M 0.13% +52,359 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; 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; 2017Q2: 138,614 shares 138,614 $19.5M 0.12% -2,486 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 139,151 shares 139,151 $19.5M 0.12% -41,716 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; 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; 2017Q2: 354,005 shares 354,005 $19.4M 0.12% +15,907 Timeline iShares Gold Trust iShares Gold Trust More: the full row for iShares Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,618,460 shares 1,618,460 $19.3M 0.12% +169,464 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; 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; 2017Q2: 226,491 shares 226,491 $19.1M 0.12% +22,400 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 161,716 shares 161,716 $19.1M 0.12% +9,023 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 132,411 shares 132,411 $19.1M 0.12% +971 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; 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; 2017Q2: 134,760 shares 134,760 $19M 0.12% +18,732 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 244,603 shares 244,603 $19M 0.12% +14,017 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 229,291 shares 229,291 $19M 0.12% +3,994 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 273,852 shares 273,852 $18.7M 0.12% +7,168 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; 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; 2017Q2: 125,164 shares 125,164 $18.4M 0.12% +1,766 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 248,309 shares 248,309 $18.4M 0.12% -7,280 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 125,559 shares 125,559 $18.3M 0.12% +3,053 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; 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; 2017Q2: 140,717 shares 140,717 $18.3M 0.12% -6,701 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; 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; 2017Q2: 612,564 shares 612,564 $18.3M 0.12% -552 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 126,142 shares 126,142 $18.2M 0.12% +20,819 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; 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; 2017Q2: 225,763 shares 225,763 $18.2M 0.12% -8,110 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; 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; 2017Q2: 347,511 shares 347,511 $18.1M 0.11% -3,167 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; 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; 2017Q2: 179,239 shares 179,239 $17.9M 0.11% -2,175 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 201,419 shares 201,419 $17.9M 0.11% +55,398 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 510,208 shares 510,208 $17.7M 0.11% -13,870 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; 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; 2017Q2: 267,631 shares 267,631 $17.7M 0.11% +7,852 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; 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; 2017Q2: 453,123 shares 453,123 $17.6M 0.11% +4,151 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; 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; 2017Q2: 481,830 shares 481,830 $17.5M 0.11% -110,634 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; 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; 2017Q2: 215,738 shares 215,738 $16.9M 0.11% +6,177 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; 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; 2017Q2: 203,254 shares 203,254 $16.7M 0.11% -18,127 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; 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; 2017Q2: 184,605 shares 184,605 $16.5M 0.11% -8,190 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 186,495 shares 186,495 $16.5M 0.1% -53,167 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; 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; 2017Q2: 658,413 shares 658,413 $16.3M 0.1% +16,049 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 285,219 shares 285,219 $16.2M 0.1% +12,075 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; 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; 2017Q2: 356,882 shares 356,882 $16.2M 0.1% +2,417 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; 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; 2017Q2: 159,267 shares 159,267 $16.2M 0.1% +44,734 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; 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; 2017Q2: 188,061 shares 188,061 $16.1M 0.1% +4,746 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 451,476 shares 451,476 $16M 0.1% +51,329 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; 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; 2017Q2: 119,990 shares 119,990 $16M 0.1% +3,782 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 531,399 shares 531,399 $16M 0.1% +16,707 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; 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; 2017Q2: 112,818 shares 112,818 $15.9M 0.1% +7,650 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; 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; 2017Q2: 80,152 shares 80,152 $15.9M 0.1% +6,618 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; 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; 2017Q2: 475,848 shares 475,848 $15.9M 0.1% +50,266 IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 147,271 shares 147,271 $15.8M 0.1% -5,124 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 274,074 shares 274,074 $15.8M 0.1% +15,442 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; 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; 2017Q2: 318,456 shares 318,456 $15.8M 0.1% +52,185 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 365,340 shares 365,340 $15.6M 0.1% -15,420 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; 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; 2017Q2: 353,240 shares 353,240 $15.2M 0.1% -29,006 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 171,483 shares 171,483 $15.2M 0.1% +1,035 Timeline 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; 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; 2017Q2: 355,922 shares 355,922 $15.2M 0.1% +62,714 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; 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; 2017Q2: 92,418 shares 92,418 $14.9M 0.09% +664 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 107,195 shares 107,195 $14.9M 0.09% +4,495 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 281,593 shares 281,593 $14.6M 0.09% +3,690 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 135,665 shares 135,665 $14.5M 0.09% +58,827 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 205,078 shares 205,078 $14.2M 0.09% -1,197 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 473,670 shares 473,670 $14.2M 0.09% -144,358 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 432,146 shares 432,146 $14.1M 0.09% +50,989 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; 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; 2017Q2: 137,119 shares 137,119 $14M 0.09% -3,609 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; 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; 2017Q2: 158,581 shares 158,581 $14M 0.09% -903 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; 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; 2017Q2: 592,069 shares 592,069 $14M 0.09% -430,126 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; 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; 2017Q2: 793,100 shares 793,100 $13.8M 0.09% -7,262 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 204,444 shares 204,444 $13.7M 0.09% +25,375 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 111,860 shares 111,860 $13.6M 0.09% +1,665 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 132,281 shares 132,281 $13.4M 0.09% +1,101 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 245,452 shares 245,452 $13.4M 0.09% +9,143 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 36,993 shares 36,993 $13.4M 0.08% -219 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; 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; 2017Q2: 122,431 shares 122,431 $13.3M 0.08% +2,395 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; 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; 2017Q2: 181,411 shares 181,411 $13.3M 0.08% +11,192 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 92,663 shares 92,663 $13.3M 0.08% +1,432 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; 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; 2017Q2: 468,391 shares 468,391 $13.2M 0.08% +10,509 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 114,232 shares 114,232 $13.1M 0.08% +11,011 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 438,720 shares 438,720 $13M 0.08% +25,359 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; 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; 2017Q2: 1,073,069 shares 1,073,069 $12.8M 0.08% +10,394 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 151,857 shares 151,857 $12.8M 0.08% +6,599 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; 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; 2017Q2: 180,917 shares 180,917 $12.5M 0.08% -202,037 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 78,929 shares 78,929 $12.4M 0.08% +17,940 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 816,105 shares 816,105 $12.3M 0.08% +64,177 DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 99,232 shares 99,232 $12.3M 0.08% +13,147 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; 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; 2017Q2: 347,459 shares 347,459 $12.1M 0.08% -7,175 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 151,802 shares 151,802 $12M 0.08% +10,041 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; 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; 2017Q2: 142,360 shares 142,360 $12M 0.08% -18,631 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; 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; 2017Q2: 28,316 shares 28,316 $12M 0.08% +3,962 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; 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; 2017Q2: 84,366 shares 84,366 $11.9M 0.08% -315 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; 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; 2017Q2: 262,722 shares 262,722 $11.8M 0.08% +79,234 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 107,104 shares 107,104 $11.8M 0.07% -34,129 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; 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; 2017Q2: 162,974 shares 162,974 $11.6M 0.07% +4,030 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 175,751 shares 175,751 $11.6M 0.07% +1,549 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; 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; 2017Q2: 208,732 shares 208,732 $11.5M 0.07% +9,225 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; 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; 2017Q2: 598,958 shares 598,958 $11.5M 0.07% -24,810 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 77,169 shares 77,169 $11.2M 0.07% +1,877 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; 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; 2017Q2: 89,544 shares 89,544 $11.1M 0.07% +2,667 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; 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; 2017Q2: 346,539 shares 346,539 $11.1M 0.07% -2,097 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; 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; 2017Q2: 172,964 shares 172,964 $10.9M 0.07% +14,681 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 225,720 shares 225,720 $10.9M 0.07% +17,972 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; 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; 2017Q2: 30,900 shares 30,900 $10.8M 0.07% +568 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 323,718 shares 323,718 $10.8M 0.07% +3,013 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 178,486 shares 178,486 $10.8M 0.07% -2,066 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 1,067,063 shares 1,067,063 $10.8M 0.07% -17,515 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; 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; 2017Q2: 195,647 shares 195,647 $10.8M 0.07% +60,153 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 77,304 shares 77,304 $10.8M 0.07% -640 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; 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; 2017Q2: 87,656 shares 87,656 $10.7M 0.07% +3,358 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 71,261 shares 71,261 $10.6M 0.07% -5,508 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 88,276 shares 88,276 $10.6M 0.07% -621 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; 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; 2017Q2: 670,604 shares 670,604 $10.5M 0.07% +11,694 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; 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; 2017Q2: 242,526 shares 242,526 $10.5M 0.07% +5,684 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; 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; 2017Q2: 82,186 shares 82,186 $10.4M 0.07% +9,362 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; 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; 2017Q2: 85,345 shares 85,345 $10.4M 0.07% -1,704 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 161,041 shares 161,041 $10.4M 0.07% +9,780 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; 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; 2017Q2: 42,611 shares 42,611 $10.4M 0.07% +3,729 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; 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; 2017Q2: 308,486 shares 308,486 $10.3M 0.07% -1,112 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; 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; 2017Q2: 52,112 shares 52,112 $10.2M 0.06% +4,903 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 189,431 shares 189,431 $10.2M 0.06% -20,180 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; 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; 2017Q2: 80,902 shares 80,902 $10.1M 0.06% -974 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; 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; 2017Q2: 155,176 shares 155,176 $10.1M 0.06% -626 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; 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; 2017Q2: 120,558 shares 120,558 $9.99M 0.06% -902 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 84,936 shares 84,936 $9.98M 0.06% +4,330 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 186,152 shares 186,152 $9.94M 0.06% +11,756 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; 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; 2017Q2: 347,819 shares 347,819 $9.78M 0.06% -22,960 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 38,060 shares 38,060 $9.77M 0.06% +4,625 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 66,738 shares 66,738 $9.77M 0.06% +7,820 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; 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; 2017Q2: 374,782 shares 374,782 $9.74M 0.06% +31,809 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 240,506 shares 240,506 $9.57M 0.06% -7,197 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; 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; 2017Q2: 214,459 shares 214,459 $9.36M 0.06% +59,026 POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 31,163 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 211,835 shares; 2017Q2: 471,265 shares 471,265 $9.36M 0.06% +259,430 NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 194,639 shares 194,639 $9.31M 0.06% -26,778 EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 85,225 shares; 2017Q2: 185,150 shares 185,150 $9.29M 0.06% +99,925 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 159,010 shares 159,010 $9.2M 0.06% +5,913 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; 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; 2017Q2: 77,699 shares 77,699 $9.19M 0.06% -18 DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 109,066 shares 109,066 $9.17M 0.06% -5,033 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 85,456 shares 85,456 $9.04M 0.06% -9,119 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 323,895 shares 323,895 $8.96M 0.06% +32,395 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 175,745 shares 175,745 $8.95M 0.06% +19,142 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; 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; 2017Q2: 186,608 shares 186,608 $8.9M 0.06% +1,382 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; 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; 2017Q2: 231,489 shares 231,489 $8.86M 0.06% -33,659 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 53,734 shares 53,734 $8.72M 0.06% +5,811 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 163,811 shares 163,811 $8.71M 0.06% +32,323 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; 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; 2017Q2: 161,677 shares 161,677 $8.68M 0.06% +18,232 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; 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; 2017Q2: 39,086 shares 39,086 $8.67M 0.06% +3,771 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 79,854 shares 79,854 $8.63M 0.05% +674 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 84,851 shares 84,851 $8.58M 0.05% -7,195 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 155,349 shares 155,349 $8.54M 0.05% +10,328 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; 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; 2017Q2: 77,501 shares 77,501 $8.52M 0.05% -355 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 234,060 shares 234,060 $8.44M 0.05% -7,336 Timeline NUVEEN NUVEEN More: the full row for NUVEEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 823,416 shares 823,416 $8.42M 0.05% +111,521 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 165,106 shares 165,106 $8.31M 0.05% +5,355 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; 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; 2017Q2: 70,169 shares 70,169 $8.3M 0.05% -869 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; 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; 2017Q2: 161,768 shares 161,768 $8.25M 0.05% +4,027 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 58,928 shares 58,928 $8.23M 0.05% +8,489 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 74,819 shares 74,819 $8.21M 0.05% +12,163 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 156,425 shares 156,425 $8.18M 0.05% +28,428 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 107,750 shares 107,750 $8.06M 0.05% +8,242 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; 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; 2017Q2: 160,495 shares 160,495 $8.05M 0.05% -77,894 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; 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; 2017Q2: 144,613 shares 144,613 $7.97M 0.05% +4,924 AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 102,559 shares 102,559 $7.97M 0.05% -38,671 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; 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; 2017Q2: 179,316 shares 179,316 $7.91M 0.05% +16,640 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 106,299 shares 106,299 $7.91M 0.05% +8,832 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; 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; 2017Q2: 574,983 shares 574,983 $7.87M 0.05% +16,890 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 180,558 shares 180,558 $7.86M 0.05% +31,543 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 112,491 shares 112,491 $7.82M 0.05% +2,638 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; 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; 2017Q2: 146,894 shares 146,894 $7.81M 0.05% +11,153 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; 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; 2017Q2: 277,161 shares 277,161 $7.75M 0.05% +7,521 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; 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; 2017Q2: 32,076 shares 32,076 $7.75M 0.05% +9,102 Timeline 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; 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; 2017Q2: 99,523 shares 99,523 $7.74M 0.05% +10,698 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; 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; 2017Q2: 136,663 shares 136,663 $7.74M 0.05% +31,337 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; 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; 2017Q2: 145,896 shares 145,896 $7.7M 0.05% +1,842 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; 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; 2017Q2: 98,757 shares 98,757 $7.7M 0.05% -5,858 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; 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; 2017Q2: 317,027 shares 317,027 $7.68M 0.05% +57,368 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 54,449 shares 54,449 $7.67M 0.05% -139 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; 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; 2017Q2: 122,578 shares 122,578 $7.67M 0.05% -42,531 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 132,380 shares 132,380 $7.66M 0.05% +10,536 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 146,496 shares 146,496 $7.57M 0.05% +7,116 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 27,543 shares 27,543 $7.47M 0.05% -3,336 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; 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; 2017Q2: 138,732 shares 138,732 $7.46M 0.05% +2,563 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; 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; 2017Q2: 152,755 shares 152,755 $7.42M 0.05% +20,734 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 60,983 shares 60,983 $7.4M 0.05% +18,888 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; 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; 2017Q2: 64,726 shares 64,726 $7.36M 0.05% -1,328 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 34,104 shares; 2016Q1: 33,454 shares; 2016Q2: 9,274 shares; 2016Q3: 9,119 shares; 2016Q4: 9,071 shares; 2017Q1: 8,774 shares; 2017Q2: 74,287 shares 74,287 $7.35M 0.05% +65,513 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 43,914 shares 43,914 $7.3M 0.05% +2,180 Timeline 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; 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; 2017Q2: 155,576 shares 155,576 $7.23M 0.05% +8,846 GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 8,000 shares; 2016Q1: 18,023 shares; 2016Q2: 37,822 shares; 2016Q3: 63,485 shares; 2016Q4: 73,852 shares; 2017Q1: 84,044 shares; 2017Q2: 150,019 shares 150,019 $7.22M 0.05% +65,975 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 54,514 shares 54,514 $7.21M 0.05% +4,824 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; 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; 2017Q2: 121,068 shares 121,068 $7.21M 0.05% +780 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; 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; 2017Q2: 93,614 shares 93,614 $7.2M 0.05% +4,298 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; 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; 2017Q2: 172,354 shares 172,354 $7.13M 0.05% +142 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; 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; 2017Q2: 75,228 shares 75,228 $7.13M 0.05% +1,138 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; 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; 2017Q2: 59,877 shares 59,877 $7.08M 0.05% -14,607 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 270,259 shares 270,259 $7.02M 0.04% +59,080 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 87,917 shares 87,917 $7.01M 0.04% +2,391 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; 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; 2017Q2: 212,296 shares 212,296 $7.01M 0.04% +18,813 Timeline 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; 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; 2017Q2: 162,693 shares 162,693 $7M 0.04% -2,583 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; 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; 2017Q2: 93,830 shares 93,830 $6.92M 0.04% -420 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; 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; 2017Q2: 240,201 shares 240,201 $6.9M 0.04% +54,845 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; 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; 2017Q2: 102,269 shares 102,269 $6.9M 0.04% +26,961 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 95,320 shares 95,320 $6.88M 0.04% +4,974 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; 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; 2017Q2: 56,474 shares 56,474 $6.87M 0.04% +1,049 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; 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; 2017Q2: 94,831 shares 94,831 $6.84M 0.04% -833 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; 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; 2017Q2: 31,425 shares 31,425 $6.8M 0.04% -1,306 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 120,551 shares 120,551 $6.78M 0.04% +3,804 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; 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; 2017Q2: 52,786 shares 52,786 $6.75M 0.04% +5,787 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; 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; 2017Q2: 224,562 shares 224,562 $6.71M 0.04% -11,163 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 162,202 shares 162,202 $6.7M 0.04% +9,408 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 81,341 shares 81,341 $6.7M 0.04% -1,584 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; 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; 2017Q2: 44,064 shares 44,064 $6.69M 0.04% -1,445 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; 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; 2017Q2: 62,970 shares 62,970 $6.68M 0.04% +1,197 Timeline 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; 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; 2017Q2: 147,324 shares 147,324 $6.66M 0.04% +7,200 STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 52,982 shares 52,982 $6.53M 0.04% +1,444 ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 73,483 shares 73,483 $6.5M 0.04% -4,835 Timeline CIGNA CORPORATION CIGNA CORPORATION More: the full row for CIGNA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 22,456 shares; 2016Q1: 22,276 shares; 2016Q2: 24,038 shares; 2016Q3: 21,304 shares; 2016Q4: 25,625 shares; 2017Q1: 25,085 shares; 2017Q2: 38,748 shares 38,748 $6.49M 0.04% +13,663 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; 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; 2017Q2: 105,520 shares 105,520 $6.48M 0.04% +168 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; 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; 2017Q2: 215,507 shares 215,507 $6.46M 0.04% +8,096 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; 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; 2017Q2: 118,509 shares 118,509 $6.45M 0.04% +23,342 ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 127,944 shares 127,944 $6.43M 0.04% +23,154 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; 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; 2017Q2: 530,925 shares 530,925 $6.4M 0.04% +4,254 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; 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; 2017Q2: 316,487 shares 316,487 $6.33M 0.04% +113,658 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; 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; 2017Q2: 105,758 shares 105,758 $6.31M 0.04% +26,954 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 121,081 shares 121,081 $6.3M 0.04% +6,382 Timeline 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; 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; 2017Q2: 109,065 shares 109,065 $6.28M 0.04% +3,849 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 58,443 shares 58,443 $6.28M 0.04% +3,281 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; 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; 2017Q2: 61,248 shares 61,248 $6.26M 0.04% +5,345 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; 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; 2017Q2: 78,373 shares 78,373 $6.1M 0.04% +7,831 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; 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; 2017Q2: 26,160 shares 26,160 $6.1M 0.04% +2,462 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; 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; 2017Q2: 749,097 shares 749,097 $6.08M 0.04% +6,239 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; 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; 2017Q2: 122,698 shares 122,698 $6.04M 0.04% +12,599 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; 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; 2017Q2: 34,463 shares 34,463 $6.01M 0.04% -3,976 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 36,443 shares 36,443 $6M 0.04% +4,576 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 91,285 shares 91,285 $5.98M 0.04% +11,684 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 49,041 shares; 2016Q1: 49,719 shares; 2016Q2: 70,869 shares; 2016Q3: 76,386 shares; 2016Q4: 71,607 shares; 2017Q1: 69,643 shares; 2017Q2: 122,853 shares 122,853 $5.96M 0.04% +53,210 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 254,759 shares 254,759 $5.94M 0.04% +20,976 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 40,804 shares 40,804 $5.93M 0.04% +1,449 Timeline ENERGY TRANSFER PARTNERS LP ENERGY TRANSFER PARTNERS LP More: the full row for ENERGY TRANSFER PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 290,837 shares 290,837 $5.93M 0.04% new 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; 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; 2017Q2: 244,528 shares 244,528 $5.92M 0.04% -11,320 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; 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; 2017Q2: 111,085 shares 111,085 $5.88M 0.04% -29,843 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; 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; 2017Q2: 277,802 shares 277,802 $5.86M 0.04% -6,200 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 238,464 shares 238,464 $5.85M 0.04% +30,293 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; 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; 2017Q2: 91,655 shares 91,655 $5.85M 0.04% -9,826 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; 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; 2017Q2: 102,301 shares 102,301 $5.82M 0.04% +12,669 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 83,504 shares 83,504 $5.81M 0.04% +9,221 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; 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; 2017Q2: 52,421 shares 52,421 $5.79M 0.04% +7,497 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; 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; 2017Q2: 68,447 shares 68,447 $5.78M 0.04% +7,683 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; 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; 2017Q2: 92,689 shares 92,689 $5.76M 0.04% -6,339 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 53,948 shares 53,948 $5.76M 0.04% -5,831 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; 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; 2017Q2: 856,407 shares 856,407 $5.75M 0.04% -333,367 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; 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; 2017Q2: 94,745 shares 94,745 $5.74M 0.04% +1,453 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; 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; 2017Q2: 224,778 shares 224,778 $5.71M 0.04% -14,816 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; 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; 2017Q2: 121,488 shares 121,488 $5.69M 0.04% +4,087 PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 147,097 shares 147,097 $5.69M 0.04% -4,152 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 112,693 shares 112,693 $5.68M 0.04% +14,094 Timeline HYD HYD More: the full row for HYD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 79,608 shares; 2016Q3: 112,008 shares; 2016Q4: 145,074 shares; 2017Q1: 85,607 shares; 2017Q2: 182,984 shares 182,984 $5.66M 0.04% +97,377 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 39,889 shares 39,889 $5.64M 0.04% -429 Timeline 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; 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; 2017Q2: 341,152 shares 341,152 $5.62M 0.04% +62,654 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; 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; 2017Q2: 245,535 shares 245,535 $5.62M 0.04% +32,358 Timeline 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; 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; 2017Q2: 167,897 shares 167,897 $5.58M 0.04% +2,742 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 130,177 shares 130,177 $5.56M 0.04% -2,390 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; 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; 2017Q2: 253,987 shares 253,987 $5.53M 0.04% -20,007 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; 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; 2017Q2: 41,683 shares 41,683 $5.53M 0.04% +822 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; 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; 2017Q2: 109,545 shares 109,545 $5.52M 0.04% -126,427 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; 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; 2017Q2: 102,033 shares 102,033 $5.52M 0.04% +3,526 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; 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; 2017Q2: 119,672 shares 119,672 $5.49M 0.03% +1,999 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 112,055 shares 112,055 $5.48M 0.03% +5,941 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; 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; 2017Q2: 47,902 shares 47,902 $5.46M 0.03% +5,255 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; 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; 2017Q2: 386,694 shares 386,694 $5.45M 0.03% -12,544 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 12,108 shares; 2016Q1: 14,818 shares; 2016Q2: 16,850 shares; 2016Q3: 19,023 shares; 2016Q4: 22,532 shares; 2017Q1: 25,715 shares; 2017Q2: 45,631 shares 45,631 $5.44M 0.03% +19,916 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; 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; 2017Q2: 145,927 shares 145,927 $5.43M 0.03% +21,704 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; 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; 2017Q2: 38,225 shares 38,225 $5.43M 0.03% +681 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 10,608 shares; 2016Q3: 145,098 shares; 2016Q4: 157,451 shares; 2017Q1: 178,387 shares; 2017Q2: 189,089 shares 189,089 $5.42M 0.03% +10,702 ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 40,837 shares 40,837 $5.42M 0.03% +1,937 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 174,197 shares; 2016Q3: 159,326 shares; 2016Q4: 424,822 shares; 2017Q1: 303,055 shares; 2017Q2: 245,160 shares 245,160 $5.41M 0.03% -57,895 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 50,349 shares 50,349 $5.38M 0.03% +2,104 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 609,853 shares 609,853 $5.34M 0.03% -156,866 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 11,569 shares; 2016Q4: 102,534 shares; 2017Q1: 147,336 shares; 2017Q2: 156,855 shares 156,855 $5.31M 0.03% +9,519 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; 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; 2017Q2: 67,949 shares 67,949 $5.29M 0.03% +8,677 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; 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; 2017Q2: 175,413 shares 175,413 $5.29M 0.03% +24,932 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; 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; 2017Q2: 135,236 shares 135,236 $5.29M 0.03% +8,239 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 121,262 shares 121,262 $5.29M 0.03% +1,488 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; 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; 2017Q2: 235,828 shares 235,828 $5.28M 0.03% -7,703 CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 79,316 shares 79,316 $5.27M 0.03% +3,796 STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 22,595 shares; 2016Q1: 25,596 shares; 2016Q2: 28,471 shares; 2016Q3: 29,508 shares; 2016Q4: 25,291 shares; 2017Q1: 22,635 shares; 2017Q2: 27,147 shares 27,147 $5.26M 0.03% +4,512 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 31,553 shares 31,553 $5.26M 0.03% +4,803 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; 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; 2017Q2: 95,663 shares 95,663 $5.26M 0.03% +9,430 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 156,137 shares; 2017Q1: 170,697 shares; 2017Q2: 185,017 shares 185,017 $5.23M 0.03% +14,320 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; 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; 2017Q2: 45,507 shares 45,507 $5.2M 0.03% -4,238 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 266,665 shares 266,665 $5.17M 0.03% -31,680 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; 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; 2017Q2: 235,094 shares 235,094 $5.17M 0.03% -2,616 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; 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; 2017Q2: 468,053 shares 468,053 $5.15M 0.03% +33,279 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; 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; 2017Q2: 62,247 shares 62,247 $5.14M 0.03% +634 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; 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; 2017Q2: 51,044 shares 51,044 $5.12M 0.03% +39 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 124,672 shares 124,672 $5.11M 0.03% +10,799 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; 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; 2017Q2: 79,931 shares 79,931 $5.11M 0.03% +2,755 IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 39,179 shares 39,179 $5.09M 0.03% +2,355 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; 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; 2017Q2: 309,135 shares 309,135 $5.06M 0.03% +13,843 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; 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; 2017Q2: 449,249 shares 449,249 $5.06M 0.03% +2,143 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: 12,402 shares; 2016Q2: 22,662 shares; 2016Q3: 30,678 shares; 2016Q4: 62,133 shares; 2017Q1: 65,106 shares; 2017Q2: 98,414 shares 98,414 $5.05M 0.03% +33,308 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; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 111,674 shares; 2016Q4: 118,617 shares; 2017Q1: 137,159 shares; 2017Q2: 115,525 shares 115,525 $5.01M 0.03% -21,634 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; 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; 2017Q2: 94,408 shares 94,408 $4.9M 0.03% +2,962 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 8,449 shares; 2016Q1: 7,996 shares; 2016Q2: 11,239 shares; 2016Q3: 11,051 shares; 2016Q4: 18,795 shares; 2017Q1: 28,074 shares; 2017Q2: 34,024 shares 34,024 $4.87M 0.03% +5,950 Timeline 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; 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; 2017Q2: 48,093 shares 48,093 $4.87M 0.03% -173 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; 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; 2017Q2: 77,245 shares 77,245 $4.85M 0.03% -9,027 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; 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; 2017Q2: 257,186 shares 257,186 $4.85M 0.03% +3,918 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 34,825 shares; 2016Q4: 35,863 shares; 2017Q1: 42,603 shares; 2017Q2: 95,841 shares 95,841 $4.84M 0.03% +53,238 Timeline INVESCO FINANCIAL PREFERRED… INVESCO FINANCIAL PREFERRED ETF More: the full row for INVESCO FINANCIAL PREFERRED ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 177,496 shares; 2016Q1: 178,787 shares; 2016Q2: 182,207 shares; 2016Q3: 212,991 shares; 2016Q4: 196,124 shares; 2017Q1: 207,223 shares; 2017Q2: 252,992 shares 252,992 $4.83M 0.03% +45,769 AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 18,379 shares; 2016Q1: 19,810 shares; 2016Q2: 20,503 shares; 2016Q3: 20,969 shares; 2016Q4: 20,873 shares; 2017Q1: 24,430 shares; 2017Q2: 71,587 shares 71,587 $4.83M 0.03% +47,157 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; 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; 2017Q2: 104,639 shares 104,639 $4.81M 0.03% -4,312 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; 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; 2017Q2: 64,540 shares 64,540 $4.79M 0.03% +5,103 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; 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; 2017Q2: 74,455 shares 74,455 $4.76M 0.03% +2,705 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 104,196 shares 104,196 $4.75M 0.03% +7,706 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; 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; 2017Q2: 94,540 shares 94,540 $4.74M 0.03% +6,374 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 22,531 shares 22,531 $4.7M 0.03% +753 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; 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; 2017Q2: 135,049 shares 135,049 $4.7M 0.03% -27,825 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 20,872 shares; 2016Q1: 19,658 shares; 2016Q2: 22,906 shares; 2016Q3: 31,011 shares; 2016Q4: 33,407 shares; 2017Q1: 51,084 shares; 2017Q2: 63,488 shares 63,488 $4.7M 0.03% +12,404 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 73,496 shares; 2016Q1: 78,285 shares; 2016Q2: 88,320 shares; 2016Q3: 95,209 shares; 2016Q4: 91,963 shares; 2017Q1: 103,303 shares; 2017Q2: 125,689 shares 125,689 $4.68M 0.03% +22,386 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 97,598 shares 97,598 $4.68M 0.03% +10,522 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; 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; 2017Q2: 850,334 shares 850,334 $4.65M 0.03% +79,512 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; 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; 2017Q2: 94,126 shares 94,126 $4.64M 0.03% -33,531 FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 90,538 shares 90,538 $4.61M 0.03% -34,378 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 88,995 shares 88,995 $4.61M 0.03% -2,084 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; 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; 2017Q2: 95,198 shares 95,198 $4.58M 0.03% +3,533 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; 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; 2017Q2: 46,987 shares 46,987 $4.58M 0.03% +1,595 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 61,290 shares; 2016Q1: 58,541 shares; 2016Q2: 50,526 shares; 2016Q3: 48,629 shares; 2016Q4: 49,681 shares; 2017Q1: 52,364 shares; 2017Q2: 56,414 shares 56,414 $4.57M 0.03% +4,050 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; 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; 2017Q2: 2,441 shares 2,441 $4.57M 0.03% -77 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; 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; 2017Q2: 76,181 shares 76,181 $4.56M 0.03% +3,840 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; 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; 2017Q2: 137,405 shares 137,405 $4.55M 0.03% -2,731 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 34,738 shares 34,738 $4.55M 0.03% +1,941 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; 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; 2017Q2: 168,133 shares 168,133 $4.54M 0.03% -1,707 IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 14,070 shares; 2016Q1: 12,842 shares; 2016Q2: 130,085 shares; 2016Q3: 115,736 shares; 2016Q4: 39,321 shares; 2017Q1: 38,890 shares; 2017Q2: 50,349 shares 50,349 $4.5M 0.03% +11,459 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 100,747 shares 100,747 $4.49M 0.03% -3,047 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 93,074 shares; 2016Q1: 87,715 shares; 2016Q2: 88,001 shares; 2016Q3: 104,659 shares; 2016Q4: 177,812 shares; 2017Q1: 202,320 shares; 2017Q2: 239,360 shares 239,360 $4.49M 0.03% +37,040 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; 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; 2017Q2: 44,529 shares 44,529 $4.46M 0.03% +2,738 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; 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; 2017Q2: 44,281 shares 44,281 $4.45M 0.03% -117 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; 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; 2017Q2: 23,562 shares 23,562 $4.43M 0.03% -7,672 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 39,273 shares 39,273 $4.43M 0.03% +2,603 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; 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; 2017Q2: 82,011 shares 82,011 $4.41M 0.03% +5,631 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 60,263 shares; 2016Q1: 59,483 shares; 2016Q2: 59,481 shares; 2016Q3: 62,628 shares; 2016Q4: 79,499 shares; 2017Q1: 83,297 shares; 2017Q2: 102,529 shares 102,529 $4.4M 0.03% +19,232 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 95,352 shares 95,352 $4.37M 0.03% +3,477 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; 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; 2017Q2: 247,094 shares 247,094 $4.36M 0.03% +15,472 GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 159,368 shares; 2016Q1: 172,359 shares; 2016Q2: 122,150 shares; 2016Q3: 122,899 shares; 2016Q4: 125,414 shares; 2017Q1: 122,984 shares; 2017Q2: 133,759 shares 133,759 $4.36M 0.03% +10,775 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; 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; 2017Q2: 297,725 shares 297,725 $4.36M 0.03% -21,046 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 47,242 shares; 2016Q1: 37,939 shares; 2016Q2: 38,461 shares; 2016Q3: 37,958 shares; 2016Q4: 35,848 shares; 2017Q1: 38,467 shares; 2017Q2: 41,198 shares 41,198 $4.36M 0.03% +2,731 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; 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; 2017Q2: 46,932 shares 46,932 $4.35M 0.03% -3,413 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; 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; 2017Q2: 46,461 shares 46,461 $4.32M 0.03% +1,769 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; 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; 2017Q2: 86,936 shares 86,936 $4.31M 0.03% +7,665 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; 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; 2017Q2: 80,093 shares 80,093 $4.28M 0.03% -1,090 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; 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; 2017Q2: 72,260 shares 72,260 $4.28M 0.03% +1,230 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 23,499 shares 23,499 $4.2M 0.03% -1,522 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 37,134 shares; 2016Q1: 29,709 shares; 2016Q2: 33,453 shares; 2016Q3: 31,474 shares; 2016Q4: 29,761 shares; 2017Q1: 31,856 shares; 2017Q2: 32,638 shares 32,638 $4.19M 0.03% +782 Timeline BROOKFIELD ASSET MANAGEMENT… BROOKFIELD ASSET MANAGEMENT IN More: the full row for BROOKFIELD ASSET MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 79,253 shares; 2016Q1: 79,286 shares; 2016Q2: 73,750 shares; 2016Q3: 73,865 shares; 2016Q4: 89,295 shares; 2017Q1: 100,914 shares; 2017Q2: 106,724 shares 106,724 $4.18M 0.03% +5,810 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2017Q2: 48,247 shares 48,247 $4.18M 0.03% -254 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: 131,623 shares; 2016Q1: 167,228 shares; 2016Q2: 123,123 shares; 2016Q3: 134,778 shares; 2016Q4: 131,375 shares; 2017Q1: 132,380 shares; 2017Q2: 137,484 shares 137,484 $4.16M 0.03% +5,104 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; 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; 2017Q2: 80,521 shares 80,521 $4.15M 0.03% -61,299 Timeline