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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,645 shares; 2024Q4: 113,708 shares; 2025Q1: 116,963 shares; 2025Q2: 120,505 shares 120,505 $36.6M 3.2% +3,542 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,494 shares; 2024Q4: 169,355 shares; 2025Q1: 143,854 shares; 2025Q2: 152,686 shares 152,686 $31.3M 2.74% +8,832 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,699 shares; 2024Q4: 190,130 shares; 2025Q1: 181,163 shares; 2025Q2: 181,581 shares 181,581 $28.7M 2.51% +418 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,433 shares; 2024Q4: 112,800 shares; 2025Q1: 94,624 shares; 2025Q2: 88,178 shares 88,178 $24.3M 2.12% -6,446 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,831 shares; 2024Q4: 56,194 shares; 2025Q1: 26,869 shares; 2025Q2: 46,200 shares 46,200 $23M 2.01% +19,331 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,533 shares; 2024Q4: 99,371 shares; 2025Q1: 94,132 shares; 2025Q2: 97,880 shares 97,880 $21.5M 1.88% +3,748 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,393 shares; 2024Q4: 105,267 shares; 2025Q1: 100,642 shares; 2025Q2: 104,849 shares 104,849 $18.5M 1.62% +4,207 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,925 shares; 2024Q4: 235,802 shares; 2025Q1: 244,453 shares; 2025Q2: 251,522 shares 251,522 $17.9M 1.57% +7,069 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,178 shares; 2024Q4: 342,462 shares; 2025Q1: 339,834 shares; 2025Q2: 358,520 shares 358,520 $17.9M 1.56% +18,686 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,785 shares; 2024Q4: 24,655 shares; 2025Q1: 23,157 shares; 2025Q2: 24,218 shares 24,218 $17.9M 1.56% +1,061 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,066 shares; 2024Q4: 19,103 shares; 2025Q1: 20,066 shares; 2025Q2: 21,695 shares 21,695 $16.9M 1.48% +1,629 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,110 shares; 2024Q4: 16,784 shares; 2025Q1: 20,826 shares; 2025Q2: 23,845 shares 23,845 $16.9M 1.48% +3,019 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 154,010 shares; 2025Q1: 161,140 shares; 2025Q2: 171,090 shares 171,090 $16.7M 1.46% +9,950 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 17,983 shares; 2025Q1: 17,077 shares; 2025Q2: 16,749 shares 16,749 $16.6M 1.45% -328 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,198 shares; 2024Q4: 20,724 shares; 2025Q1: 20,495 shares; 2025Q2: 21,807 shares 21,807 $16.4M 1.44% +1,312 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,047 shares; 2024Q4: 70,961 shares; 2025Q1: 72,572 shares; 2025Q2: 72,287 shares 72,287 $16.3M 1.42% -285 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 37,096 shares; 2025Q1: 40,933 shares; 2025Q2: 43,459 shares 43,459 $15.2M 1.33% +2,526 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,431 shares; 2024Q4: 73,328 shares; 2025Q1: 72,978 shares; 2025Q2: 72,750 shares 72,750 $14.9M 1.3% -228 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,906 shares; 2024Q4: 26,370 shares; 2025Q1: 24,044 shares; 2025Q2: 25,205 shares 25,205 $14.2M 1.24% +1,161 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,492 shares; 2024Q4: 560,298 shares; 2025Q1: 550,987 shares; 2025Q2: 527,677 shares 527,677 $14M 1.22% -23,310 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,684 shares; 2024Q4: 20,330 shares; 2025Q1: 22,769 shares; 2025Q2: 24,616 shares 24,616 $14M 1.22% +1,847 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,513 shares; 2024Q4: 96,957 shares; 2025Q1: 92,955 shares; 2025Q2: 93,278 shares 93,278 $14M 1.22% +323 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,918 shares; 2024Q4: 30,044 shares; 2025Q1: 29,639 shares; 2025Q2: 32,260 shares 32,260 $12.4M 1.08% +2,621 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,936 shares; 2024Q4: 209,842 shares; 2025Q1: 211,351 shares; 2025Q2: 221,377 shares 221,377 $12.2M 1.07% +10,026 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,885 shares; 2024Q4: 23,890 shares; 2025Q1: 45,553 shares; 2025Q2: 53,070 shares 53,070 $12M 1.05% +7,517 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,419 shares; 2024Q4: 49,287 shares; 2025Q1: 51,430 shares; 2025Q2: 216,342 shares 216,342 $12M 1.05% +164,912 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,340 shares; 2024Q4: 93,381 shares; 2025Q1: 94,994 shares; 2025Q2: 96,856 shares 96,856 $11.8M 1.03% +1,862 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,902 shares; 2024Q4: 236,190 shares; 2025Q1: 234,313 shares; 2025Q2: 192,895 shares 192,895 $10.8M 0.95% -41,418 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,076 shares; 2024Q4: 37,328 shares; 2025Q1: 37,899 shares; 2025Q2: 38,619 shares 38,619 $10.8M 0.94% +720 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,936 shares; 2024Q4: 35,837 shares; 2025Q1: 36,150 shares; 2025Q2: 36,523 shares 36,523 $10.3M 0.9% +373 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,137 shares 128,137 $9.87M 0.86% new Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,950 shares; 2024Q4: 134,203 shares; 2025Q1: 136,202 shares; 2025Q2: 137,753 shares 137,753 $9.66M 0.84% +1,551 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,150 shares; 2024Q4: 262,400 shares; 2025Q1: 274,400 shares; 2025Q2: 314,900 shares 314,900 $9.26M 0.81% +40,500 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 3,815 shares; 2025Q1: 23,464 shares; 2025Q2: 29,744 shares 29,744 $8.92M 0.78% +6,280 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,812 shares; 2024Q4: 55,394 shares; 2025Q1: 50,228 shares; 2025Q2: 51,421 shares 51,421 $8.87M 0.77% +1,193 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,489 shares; 2024Q4: 13,577 shares; 2025Q1: 13,484 shares; 2025Q2: 13,371 shares 13,371 $8.26M 0.72% -113 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,497 shares; 2024Q4: 359,376 shares; 2025Q1: 354,570 shares; 2025Q2: 346,737 shares 346,737 $7.94M 0.69% -7,833 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,237 shares; 2024Q4: 14,100 shares; 2025Q1: 13,142 shares; 2025Q2: 14,367 shares 14,367 $7.93M 0.69% +1,225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,414 shares; 2024Q4: 23,305 shares; 2025Q1: 21,941 shares; 2025Q2: 21,514 shares 21,514 $7.89M 0.69% -427 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,249 shares; 2024Q4: 34,992 shares; 2025Q1: 33,306 shares; 2025Q2: 32,296 shares 32,296 $7.86M 0.69% -1,010 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,999 shares; 2024Q4: 20,302 shares; 2025Q1: 19,713 shares; 2025Q2: 19,713 shares 19,713 $7.82M 0.68% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,577 shares; 2024Q4: 28,720 shares; 2025Q1: 29,513 shares; 2025Q2: 29,572 shares 29,572 $7.01M 0.61% +59 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,946 shares; 2024Q4: 153,664 shares; 2025Q1: 157,816 shares; 2025Q2: 158,751 shares 158,751 $6.65M 0.58% +935 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,924 shares; 2024Q4: 19,950 shares; 2025Q1: 23,061 shares; 2025Q2: 26,476 shares 26,476 $6.53M 0.57% +3,415 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,975 shares; 2024Q4: 13,225 shares; 2025Q1: 13,340 shares; 2025Q2: 13,365 shares 13,365 $6.49M 0.57% +25 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,571 shares; 2024Q4: 60,521 shares; 2025Q1: 60,769 shares; 2025Q2: 58,056 shares 58,056 $6.34M 0.55% -2,713 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,756 shares; 2024Q4: 126,055 shares; 2025Q1: 138,895 shares; 2025Q2: 152,868 shares 152,868 $6.21M 0.54% +13,973 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,498 shares; 2024Q4: 86,229 shares; 2025Q1: 89,600 shares; 2025Q2: 98,944 shares 98,944 $6.21M 0.54% +9,344 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,990 shares; 2024Q4: 46,125 shares; 2025Q1: 34,105 shares; 2025Q2: 33,380 shares 33,380 $6.12M 0.54% -725 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,233 shares; 2024Q4: 28,390 shares; 2025Q1: 29,905 shares; 2025Q2: 72,137 shares 72,137 $6.11M 0.53% +42,232 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 15,055 shares; 2025Q1: 24,508 shares; 2025Q2: 119,075 shares 119,075 $5.86M 0.51% +94,567 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,931 shares; 2024Q4: 23,934 shares; 2025Q1: 23,929 shares; 2025Q2: 23,747 shares 23,747 $5.71M 0.5% -182 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,341 shares; 2024Q4: 57,894 shares; 2025Q1: 56,868 shares; 2025Q2: 52,220 shares 52,220 $5.62M 0.49% -4,648 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,940 shares; 2024Q4: 127,224 shares; 2025Q1: 126,958 shares; 2025Q2: 105,724 shares 105,724 $5.58M 0.49% -21,234 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,514 shares; 2024Q4: 58,480 shares; 2025Q1: 61,459 shares; 2025Q2: 80,780 shares 80,780 $5.49M 0.48% +19,321 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,757 shares; 2024Q4: 105,072 shares; 2025Q1: 109,387 shares; 2025Q2: 104,524 shares 104,524 $5.47M 0.48% -4,863 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,543 shares; 2024Q4: 47,460 shares; 2025Q1: 48,400 shares; 2025Q2: 48,467 shares 48,467 $5.29M 0.46% +67 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,705 shares; 2024Q4: 15,575 shares; 2025Q1: 14,555 shares; 2025Q2: 13,955 shares 13,955 $5.28M 0.46% -600 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,837 shares; 2024Q4: 25,652 shares; 2025Q1: 32,282 shares; 2025Q2: 28,824 shares 28,824 $5.22M 0.46% -3,458 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 14,559 shares; 2025Q1: 14,559 shares; 2025Q2: 14,559 shares 14,559 $5.11M 0.45% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,020 shares; 2024Q4: 22,254 shares; 2025Q1: 20,980 shares; 2025Q2: 20,824 shares 20,824 $4.96M 0.43% -156 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,823 shares; 2024Q4: 31,131 shares; 2025Q1: 31,401 shares; 2025Q2: 29,374 shares 29,374 $4.95M 0.43% -2,027 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 27,590 shares; 2025Q1: 22,140 shares; 2025Q2: 22,240 shares 22,240 $4.85M 0.42% +100 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,302 shares; 2024Q4: 48,078 shares; 2025Q1: 45,612 shares; 2025Q2: 45,912 shares 45,912 $4.62M 0.4% +300 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,060 shares; 2024Q4: 60,337 shares; 2025Q1: 61,646 shares; 2025Q2: 63,062 shares 63,062 $4.59M 0.4% +1,416 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,386 shares; 2024Q4: 47,477 shares; 2025Q1: 45,456 shares; 2025Q2: 46,386 shares 46,386 $4.54M 0.4% +930 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: 26,180 shares; 2025Q2: 25,885 shares 25,885 $4.51M 0.39% -295 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,557 shares; 2024Q4: 184,671 shares; 2025Q1: 184,089 shares; 2025Q2: 184,089 shares 184,089 $4.39M 0.38% 0 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,878 shares; 2024Q4: 25,850 shares; 2025Q1: 27,963 shares; 2025Q2: 26,081 shares 26,081 $4.38M 0.38% -1,882 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,257 shares; 2024Q4: 46,503 shares; 2025Q1: 46,371 shares; 2025Q2: 45,742 shares 45,742 $4.29M 0.38% -629 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 9,232 shares; 2025Q1: 9,387 shares; 2025Q2: 9,725 shares 9,725 $4.26M 0.37% +338 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,815 shares; 2024Q4: 67,611 shares; 2025Q1: 68,374 shares; 2025Q2: 65,975 shares 65,975 $4.09M 0.36% -2,399 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,703 shares; 2024Q4: 20,050 shares; 2025Q1: 20,360 shares; 2025Q2: 18,776 shares 18,776 $3.92M 0.34% -1,584 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,470 shares 102,470 $3.84M 0.34% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,274 shares; 2024Q4: 14,417 shares; 2025Q1: 14,329 shares; 2025Q2: 13,547 shares 13,547 $3.69M 0.32% -782 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 12,434 shares; 2025Q1: 12,294 shares; 2025Q2: 12,441 shares 12,441 $3.61M 0.32% +147 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,677 shares; 2024Q4: 51,877 shares; 2025Q1: 50,917 shares; 2025Q2: 50,883 shares 50,883 $3.6M 0.31% -34 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,094 shares; 2024Q4: 19,851 shares; 2025Q1: 20,256 shares; 2025Q2: 20,194 shares 20,194 $3.52M 0.31% -62 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,879 shares; 2024Q4: 25,765 shares; 2025Q1: 25,157 shares; 2025Q2: 25,554 shares 25,554 $3.49M 0.3% +397 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 14,090 shares; 2025Q1: 10,510 shares; 2025Q2: 13,090 shares 13,090 $3.49M 0.3% +2,580 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,708 shares; 2024Q4: 125,125 shares; 2025Q1: 132,173 shares; 2025Q2: 169,408 shares 169,408 $3.46M 0.3% +37,235 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,182 shares; 2025Q1: 5,082 shares; 2025Q2: 5,147 shares 5,147 $3.41M 0.3% +65 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,688 shares; 2024Q4: 79,491 shares; 2025Q1: 78,671 shares; 2025Q2: 85,235 shares 85,235 $3.38M 0.3% +6,564 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,388 shares; 2024Q4: 78,234 shares; 2025Q1: 75,021 shares; 2025Q2: 75,132 shares 75,132 $3.36M 0.29% +111 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,767 shares; 2024Q4: 85,696 shares; 2025Q1: 85,019 shares; 2025Q2: 92,943 shares 92,943 $3.28M 0.29% +7,924 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,656 shares; 2024Q4: 18,120 shares; 2025Q1: 18,297 shares; 2025Q2: 17,650 shares 17,650 $3.28M 0.29% -647 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,425 shares; 2024Q4: 7,664 shares; 2025Q1: 5,974 shares; 2025Q2: 8,421 shares 8,421 $3.27M 0.29% +2,447 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,850 shares; 2024Q4: 55,597 shares; 2025Q1: 65,238 shares; 2025Q2: 82,745 shares 82,745 $3.27M 0.29% +17,507 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,248 shares; 2024Q4: 17,779 shares; 2025Q1: 17,976 shares; 2025Q2: 18,274 shares 18,274 $3.24M 0.28% +298 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,631 shares; 2024Q4: 21,881 shares; 2025Q1: 22,723 shares; 2025Q2: 21,858 shares 21,858 $3.18M 0.28% -865 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 29,447 shares; 2025Q1: 30,339 shares; 2025Q2: 31,573 shares 31,573 $3.15M 0.27% +1,234 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 10,604 shares; 2025Q1: 10,188 shares; 2025Q2: 10,562 shares 10,562 $3.11M 0.27% +374 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,571 shares; 2024Q4: 15,061 shares; 2025Q1: 14,792 shares; 2025Q2: 14,330 shares 14,330 $3.09M 0.27% -462 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,068 shares; 2024Q4: 68,783 shares; 2025Q1: 66,763 shares; 2025Q2: 67,218 shares 67,218 $3.08M 0.27% +455 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,612 shares; 2025Q1: 7,940 shares; 2025Q2: 8,608 shares 8,608 $3.06M 0.27% +668 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 10,405 shares; 2025Q1: 9,575 shares; 2025Q2: 7,461 shares 7,461 $3.03M 0.26% -2,114 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,915 shares; 2024Q4: 98,233 shares; 2025Q1: 102,055 shares; 2025Q2: 75,938 shares 75,938 $3.02M 0.26% -26,117 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,376 shares; 2024Q4: 63,862 shares; 2025Q1: 56,174 shares; 2025Q2: 51,914 shares 51,914 $3M 0.26% -4,260 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,695 shares; 2024Q4: 26,396 shares; 2025Q1: 26,914 shares; 2025Q2: 26,895 shares 26,895 $2.95M 0.26% -19 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,188 shares; 2024Q4: 21,702 shares; 2025Q1: 21,862 shares; 2025Q2: 21,895 shares 21,895 $2.92M 0.26% +33 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,983 shares; 2024Q4: 52,379 shares; 2025Q1: 55,356 shares; 2025Q2: 54,155 shares 54,155 $2.85M 0.25% -1,201 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,775 shares; 2024Q4: 44,440 shares; 2025Q1: 46,672 shares; 2025Q2: 44,648 shares 44,648 $2.8M 0.25% -2,024 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,994 shares; 2024Q4: 61,544 shares; 2025Q1: 41,872 shares; 2025Q2: 39,176 shares 39,176 $2.76M 0.24% -2,696 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 16,520 shares; 2025Q1: 17,784 shares; 2025Q2: 17,981 shares 17,981 $2.75M 0.24% +197 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,851 shares; 2024Q4: 29,881 shares; 2025Q1: 29,721 shares; 2025Q2: 29,765 shares 29,765 $2.74M 0.24% +44 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,674 shares; 2025Q1: 8,549 shares; 2025Q2: 7,958 shares 7,958 $2.73M 0.24% -591 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 17,760 shares; 2025Q1: 18,798 shares; 2025Q2: 21,706 shares 21,706 $2.68M 0.23% +2,908 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,009 shares; 2024Q4: 30,028 shares; 2025Q1: 29,563 shares; 2025Q2: 29,512 shares 29,512 $2.68M 0.23% -51 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,428 shares; 2024Q4: 46,084 shares; 2025Q1: 48,861 shares; 2025Q2: 48,100 shares 48,100 $2.55M 0.22% -761 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,801 shares; 2024Q4: 17,834 shares; 2025Q1: 19,214 shares; 2025Q2: 19,271 shares 19,271 $2.5M 0.22% +57 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,355 shares; 2024Q4: 51,234 shares; 2025Q1: 53,746 shares; 2025Q2: 55,139 shares 55,139 $2.5M 0.22% +1,393 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,104 shares; 2024Q4: 30,037 shares; 2025Q1: 28,370 shares; 2025Q2: 26,995 shares 26,995 $2.46M 0.21% -1,375 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 7,784 shares; 2025Q1: 8,151 shares; 2025Q2: 7,764 shares 7,764 $2.42M 0.21% -387 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,553 shares; 2024Q4: 18,258 shares; 2025Q1: 17,821 shares; 2025Q2: 18,125 shares 18,125 $2.39M 0.21% +304 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,152 shares; 2024Q4: 13,152 shares; 2025Q1: 13,052 shares; 2025Q2: 13,109 shares 13,109 $2.39M 0.21% +57 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,853 shares; 2024Q4: 9,056 shares; 2025Q1: 7,337 shares; 2025Q2: 8,156 shares 8,156 $2.38M 0.21% +819 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,407 shares; 2025Q1: 12,049 shares; 2025Q2: 11,923 shares 11,923 $2.36M 0.21% -126 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,348 shares; 2024Q4: 15,468 shares; 2025Q1: 15,369 shares; 2025Q2: 14,759 shares 14,759 $2.35M 0.21% -610 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,203 shares; 2024Q4: 123,271 shares; 2025Q1: 135,542 shares; 2025Q2: 132,952 shares 132,952 $2.32M 0.2% -2,590 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,642 shares; 2024Q4: 76,212 shares; 2025Q1: 82,468 shares; 2025Q2: 82,150 shares 82,150 $2.29M 0.2% -318 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,077 shares; 2024Q4: 60,520 shares; 2025Q1: 50,128 shares; 2025Q2: 16,394 shares 16,394 $2.25M 0.2% -33,734 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,041 shares 9,041 $2.25M 0.2% -177 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 33,544 shares; 2025Q1: 34,922 shares; 2025Q2: 34,902 shares 34,902 $2.24M 0.2% -20 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,571 shares; 2024Q4: 29,370 shares; 2025Q1: 30,702 shares; 2025Q2: 30,355 shares 30,355 $2.2M 0.19% -347 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,176 shares; 2024Q4: 16,322 shares; 2025Q1: 16,263 shares; 2025Q2: 16,105 shares 16,105 $2.19M 0.19% -158 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: 16,271 shares; 2025Q1: 15,971 shares; 2025Q2: 15,871 shares 15,871 $2.16M 0.19% -100 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 22,591 shares; 2025Q1: 22,786 shares; 2025Q2: 27,186 shares 27,186 $2.1M 0.18% +4,400 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,652 shares; 2024Q4: 26,010 shares; 2025Q1: 26,913 shares; 2025Q2: 27,051 shares 27,051 $2.07M 0.18% +138 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,474 shares; 2024Q4: 15,153 shares; 2025Q1: 15,223 shares; 2025Q2: 15,338 shares 15,338 $2.04M 0.18% +115 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 6,470 shares; 2025Q1: 6,897 shares; 2025Q2: 7,187 shares 7,187 $2.04M 0.18% +290 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,406 shares; 2024Q4: 50,260 shares; 2025Q1: 53,264 shares; 2025Q2: 52,824 shares 52,824 $2.03M 0.18% -440 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,146 shares; 2024Q4: 38,596 shares; 2025Q1: 40,066 shares; 2025Q2: 39,498 shares 39,498 $2M 0.17% -568 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 5,477 shares; 2025Q1: 5,428 shares; 2025Q2: 5,355 shares 5,355 $1.91M 0.17% -73 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,020 shares; 2024Q4: 9,755 shares; 2025Q1: 8,695 shares; 2025Q2: 8,710 shares 8,710 $1.9M 0.17% +15 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,973 shares; 2024Q4: 22,674 shares; 2025Q1: 27,360 shares; 2025Q2: 27,353 shares 27,353 $1.9M 0.17% -7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,784 shares; 2024Q4: 35,856 shares; 2025Q1: 36,589 shares; 2025Q2: 36,605 shares 36,605 $1.9M 0.17% +16 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,857 shares; 2024Q4: 55,827 shares; 2025Q1: 53,884 shares; 2025Q2: 55,393 shares 55,393 $1.89M 0.16% +1,509 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,988 shares 178,988 $1.88M 0.16% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,795 shares 36,795 $1.82M 0.16% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 16,250 shares; 2025Q1: 16,016 shares; 2025Q2: 16,838 shares 16,838 $1.82M 0.16% +822 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,245 shares; 2024Q4: 8,866 shares; 2025Q1: 9,387 shares; 2025Q2: 9,360 shares 9,360 $1.82M 0.16% -27 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 3,756 shares; 2025Q1: 4,989 shares; 2025Q2: 5,433 shares 5,433 $1.73M 0.15% +444 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,430 shares; 2024Q4: 15,014 shares; 2025Q1: 15,787 shares; 2025Q2: 17,016 shares 17,016 $1.72M 0.15% +1,229 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,531 shares; 2024Q4: 41,055 shares; 2025Q1: 22,198 shares; 2025Q2: 21,667 shares 21,667 $1.72M 0.15% -531 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,007 shares; 2024Q4: 36,157 shares; 2025Q1: 38,951 shares; 2025Q2: 36,359 shares 36,359 $1.7M 0.15% -2,592 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 22,078 shares; 2025Q1: 22,934 shares; 2025Q2: 23,576 shares 23,576 $1.7M 0.15% +642 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,371 shares; 2025Q1: 5,455 shares; 2025Q2: 5,551 shares 5,551 $1.69M 0.15% +96 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,882 shares; 2024Q4: 26,395 shares; 2025Q1: 28,037 shares; 2025Q2: 27,816 shares 27,816 $1.68M 0.15% -221 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,903 shares; 2024Q4: 96,164 shares; 2025Q1: 114,104 shares; 2025Q2: 181,459 shares 181,459 $1.67M 0.15% +67,355 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,612 shares; 2024Q4: 14,534 shares; 2025Q1: 14,533 shares; 2025Q2: 14,414 shares 14,414 $1.66M 0.14% -119 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,832 shares; 2024Q4: 25,143 shares; 2025Q1: 27,007 shares; 2025Q2: 26,937 shares 26,937 $1.64M 0.14% -70 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,799 shares; 2025Q1: 14,400 shares; 2025Q2: 11,999 shares 11,999 $1.64M 0.14% -2,401 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,927 shares; 2024Q4: 49,013 shares; 2025Q1: 25,698 shares; 2025Q2: 25,741 shares 25,741 $1.61M 0.14% +43 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,611 shares; 2025Q1: 5,340 shares; 2025Q2: 5,019 shares 5,019 $1.59M 0.14% -321 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,699 shares; 2024Q4: 26,474 shares; 2025Q1: 27,825 shares; 2025Q2: 23,728 shares 23,728 $1.59M 0.14% -4,097 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 1,025 shares; 2025Q1: 1,303 shares; 2025Q2: 1,187 shares 1,187 $1.59M 0.14% -116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,418 shares; 2025Q1: 5,353 shares; 2025Q2: 5,153 shares 5,153 $1.59M 0.14% -200 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,335 shares 49,335 $1.57M 0.14% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 11,595 shares; 2025Q1: 8,108 shares; 2025Q2: 7,618 shares 7,618 $1.56M 0.14% -490 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,314 shares; 2024Q4: 14,525 shares; 2025Q1: 14,449 shares; 2025Q2: 14,457 shares 14,457 $1.56M 0.14% +8 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,119 shares; 2024Q4: 13,421 shares; 2025Q1: 16,108 shares; 2025Q2: 56,373 shares 56,373 $1.55M 0.14% +40,265 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,910 shares; 2025Q1: 3,700 shares; 2025Q2: 2,920 shares 2,920 $1.54M 0.13% -780 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 21,264 shares; 2025Q1: 21,120 shares; 2025Q2: 22,725 shares 22,725 $1.53M 0.13% +1,605 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,337 shares; 2025Q1: 5,321 shares; 2025Q2: 5,340 shares 5,340 $1.52M 0.13% +19 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,628 shares; 2024Q4: 22,709 shares; 2025Q1: 23,755 shares; 2025Q2: 4,718 shares 4,718 $1.47M 0.13% -19,037 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,814 shares; 2024Q4: 7,568 shares; 2025Q1: 6,416 shares; 2025Q2: 5,941 shares 5,941 $1.47M 0.13% -475 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,680 shares; 2024Q4: 27,859 shares; 2025Q1: 28,953 shares; 2025Q2: 28,378 shares 28,378 $1.44M 0.13% -575 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 8,937 shares; 2025Q1: 8,632 shares; 2025Q2: 9,103 shares 9,103 $1.44M 0.13% +471 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 11,301 shares; 2025Q1: 11,817 shares; 2025Q2: 11,789 shares 11,789 $1.43M 0.13% -28 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 7,988 shares; 2025Q1: 7,790 shares; 2025Q2: 7,669 shares 7,669 $1.4M 0.12% -121 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 15,003 shares; 2025Q1: 15,176 shares; 2025Q2: 16,279 shares 16,279 $1.39M 0.12% +1,103 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,016 shares; 2025Q1: 2,041 shares; 2025Q2: 2,214 shares 2,214 $1.37M 0.12% +173 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 15,408 shares; 2025Q1: 15,408 shares; 2025Q2: 14,518 shares 14,518 $1.36M 0.12% -890 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares 2,403 $1.36M 0.12% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,064 shares; 2024Q4: 9,592 shares; 2025Q1: 10,952 shares; 2025Q2: 13,785 shares 13,785 $1.36M 0.12% +2,833 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,657 shares; 2025Q1: 4,737 shares; 2025Q2: 12,315 shares 12,315 $1.34M 0.12% +7,578 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,599 shares; 2024Q4: 39,231 shares; 2025Q1: 42,239 shares; 2025Q2: 41,887 shares 41,887 $1.33M 0.12% -352 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 6,744 shares; 2025Q1: 7,301 shares; 2025Q2: 7,446 shares 7,446 $1.32M 0.12% +145 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,370 shares; 2024Q4: 26,977 shares; 2025Q1: 30,220 shares; 2025Q2: 27,286 shares 27,286 $1.27M 0.11% -2,934 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 111 shares; 2025Q1: 218 shares; 2025Q2: 217 shares 217 $1.26M 0.11% -1 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,011 shares; 2025Q2: 79,650 shares 79,650 $1.26M 0.11% -4,361 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,754 shares; 2024Q4: 43,818 shares; 2025Q1: 42,356 shares; 2025Q2: 41,679 shares 41,679 $1.25M 0.11% -677 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 12,707 shares; 2025Q1: 12,247 shares; 2025Q2: 11,669 shares 11,669 $1.23M 0.11% -578 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 20,185 shares; 2025Q1: 28,359 shares; 2025Q2: 33,013 shares 33,013 $1.22M 0.11% +4,654 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 8,623 shares; 2025Q1: 8,520 shares; 2025Q2: 8,988 shares 8,988 $1.19M 0.1% +468 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 15,490 shares; 2025Q1: 15,680 shares; 2025Q2: 16,964 shares 16,964 $1.18M 0.1% +1,284 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,282 shares 2,282 $1.16M 0.1% -100 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares 2,710 $1.15M 0.1% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 47,394 shares; 2025Q1: 47,395 shares; 2025Q2: 46,967 shares 46,967 $1.15M 0.1% -428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 7,032 shares; 2025Q1: 6,448 shares; 2025Q2: 6,939 shares 6,939 $1.14M 0.1% +491 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,852 shares; 2024Q4: 25,210 shares; 2025Q1: 25,225 shares; 2025Q2: 25,228 shares 25,228 $1.14M 0.1% +3 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,025 shares; 2025Q1: 11,715 shares; 2025Q2: 10,605 shares 10,605 $1.1M 0.1% -1,110 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,872 shares; 2024Q4: 41,834 shares; 2025Q1: 47,151 shares; 2025Q2: 49,161 shares 49,161 $1.08M 0.09% +2,010 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,679 shares; 2025Q1: 8,249 shares; 2025Q2: 9,589 shares 9,589 $1.08M 0.09% +1,340 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,813 shares; 2025Q1: 19,132 shares; 2025Q2: 21,107 shares 21,107 $1.07M 0.09% +1,975 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,835 shares; 2024Q4: 36,785 shares; 2025Q1: 36,785 shares; 2025Q2: 36,785 shares 36,785 $1.07M 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 2,663 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares 2,406 $1.06M 0.09% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,952 shares; 2024Q4: 93,302 shares; 2025Q1: 99,081 shares; 2025Q2: 90,252 shares 90,252 $1.05M 0.09% -8,829 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,157 shares; 2025Q2: 3,086 shares 3,086 $1.05M 0.09% -71 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 6,676 shares; 2025Q1: 6,578 shares; 2025Q2: 6,814 shares 6,814 $1.04M 0.09% +236 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,493 shares; 2025Q1: 3,874 shares; 2025Q2: 3,174 shares 3,174 $1.04M 0.09% -700 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,930 shares; 2025Q1: 7,022 shares; 2025Q2: 6,222 shares 6,222 $1.03M 0.09% -800 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,250 shares 6,250 $1.03M 0.09% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,199 shares; 2024Q4: 18,199 shares; 2025Q1: 18,199 shares; 2025Q2: 18,199 shares 18,199 $1.02M 0.09% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 23,847 shares; 2025Q1: 23,847 shares; 2025Q2: 23,847 shares 23,847 $1.01M 0.09% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 10,795 shares; 2025Q1: 10,795 shares; 2025Q2: 10,750 shares 10,750 $1.01M 0.09% -45 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 12,470 shares; 2025Q1: 12,612 shares; 2025Q2: 12,307 shares 12,307 $1M 0.09% -305 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,821 shares; 2024Q4: 17,228 shares; 2025Q1: 17,962 shares; 2025Q2: 17,290 shares 17,290 $983K 0.09% -672 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 10,545 shares; 2025Q1: 12,450 shares; 2025Q2: 14,210 shares 14,210 $974K 0.09% +1,760 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,641 shares; 2025Q2: 5,497 shares 5,497 $967K 0.08% -144 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,004 shares; 2024Q4: 38,007 shares; 2025Q1: 38,007 shares; 2025Q2: 38,007 shares 38,007 $962K 0.08% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,084 shares; 2024Q4: 34,424 shares; 2025Q1: 36,577 shares; 2025Q2: 38,086 shares 38,086 $923K 0.08% +1,509 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 34,404 shares; 2025Q1: 18,864 shares; 2025Q2: 12,759 shares 12,759 $892K 0.08% -6,105 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,592 shares; 2025Q1: 12,186 shares; 2025Q2: 14,156 shares 14,156 $886K 0.08% +1,970 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,741 shares; 2025Q1: 10,201 shares; 2025Q2: 9,714 shares 9,714 $883K 0.08% -487 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 13,916 shares; 2025Q1: 14,616 shares; 2025Q2: 15,016 shares 15,016 $880K 0.08% +400 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 17,776 shares; 2025Q1: 16,592 shares; 2025Q2: 17,318 shares 17,318 $877K 0.08% +726 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 19,752 shares; 2025Q1: 19,305 shares; 2025Q2: 22,964 shares 22,964 $872K 0.08% +3,659 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares 2,936 $838K 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,195 shares; 2024Q4: 30,644 shares; 2025Q1: 30,669 shares; 2025Q2: 33,023 shares 33,023 $837K 0.07% +2,354 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 7,824 shares; 2025Q1: 7,571 shares; 2025Q2: 7,571 shares 7,571 $833K 0.07% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,873 shares; 2025Q1: 5,683 shares; 2025Q2: 5,258 shares 5,258 $830K 0.07% -425 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,729 shares; 2025Q1: 7,729 shares; 2025Q2: 7,512 shares 7,512 $824K 0.07% -217 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: 1,486 shares 1,486 $808K 0.07% -100 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 15,255 shares; 2025Q1: 14,930 shares; 2025Q2: 18,834 shares 18,834 $805K 0.07% +3,904 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,968 shares 11,968 $799K 0.07% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 9,067 shares; 2025Q1: 10,262 shares; 2025Q2: 9,173 shares 9,173 $790K 0.07% -1,089 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 3,559 shares; 2025Q1: 5,201 shares; 2025Q2: 5,176 shares 5,176 $788K 0.07% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,967 shares; 2024Q4: 20,504 shares; 2025Q1: 20,699 shares; 2025Q2: 20,843 shares 20,843 $782K 0.07% +144 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,978 shares; 2024Q4: 27,430 shares; 2025Q1: 31,470 shares; 2025Q2: 28,958 shares 28,958 $769K 0.07% -2,512 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,474 shares; 2025Q1: 4,601 shares; 2025Q2: 5,367 shares 5,367 $769K 0.07% +766 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 11,508 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares 11,373 $767K 0.07% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 2,644 shares 2,644 $760K 0.07% +839 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,320 shares; 2025Q1: 1,520 shares; 2025Q2: 1,491 shares 1,491 $759K 0.07% -29 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,568 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 8,838 shares 8,838 $750K 0.07% -320 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,739 shares; 2025Q2: 49,390 shares 49,390 $749K 0.07% +3,651 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares 3,253 $744K 0.07% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,225 shares; 2025Q1: 16,043 shares; 2025Q2: 20,978 shares 20,978 $740K 0.06% +4,935 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $729K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,129 shares; 2025Q1: 3,029 shares; 2025Q2: 3,121 shares 3,121 $727K 0.06% +92 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 6,342 shares; 2025Q1: 5,535 shares; 2025Q2: 5,735 shares 5,735 $711K 0.06% +200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,901 shares; 2024Q4: 18,898 shares; 2025Q1: 14,289 shares; 2025Q2: 10,279 shares 10,279 $709K 0.06% -4,010 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,944 shares; 2024Q4: 25,085 shares; 2025Q1: 24,112 shares; 2025Q2: 24,354 shares 24,354 $705K 0.06% +242 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,385 shares; 2024Q4: 29,936 shares; 2025Q1: 29,936 shares; 2025Q2: 28,993 shares 28,993 $695K 0.06% -943 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,539 shares; 2025Q1: 2,533 shares; 2025Q2: 2,509 shares 2,509 $695K 0.06% -24 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,373 shares; 2025Q1: 8,373 shares; 2025Q2: 8,373 shares 8,373 $688K 0.06% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,429 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares 2,493 $680K 0.06% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 6,949 shares; 2025Q1: 9,343 shares; 2025Q2: 16,874 shares 16,874 $679K 0.06% +7,531 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,565 shares 3,565 $673K 0.06% +115 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 3,667 shares; 2025Q1: 3,812 shares; 2025Q2: 3,667 shares 3,667 $671K 0.06% -145 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,558 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares 1,411 $662K 0.06% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 6,359 shares; 2025Q1: 6,264 shares; 2025Q2: 6,268 shares 6,268 $654K 0.06% +4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,905 shares; 2024Q4: 10,651 shares; 2025Q1: 10,651 shares; 2025Q2: 10,651 shares 10,651 $652K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 3,294 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares 3,295 $643K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares 2,518 $638K 0.06% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,307 shares; 2024Q4: 7,273 shares; 2025Q1: 7,274 shares; 2025Q2: 6,925 shares 6,925 $632K 0.06% -349 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 9,517 shares; 2025Q1: 9,577 shares; 2025Q2: 10,577 shares 10,577 $617K 0.05% +1,000 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,278 shares; 2025Q1: 4,278 shares; 2025Q2: 8,176 shares 8,176 $605K 0.05% +3,898 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 4,262 shares; 2025Q1: 4,163 shares; 2025Q2: 4,142 shares 4,142 $605K 0.05% -21 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,190 shares; 2025Q1: 2,770 shares; 2025Q2: 2,710 shares 2,710 $601K 0.05% -60 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,708 shares; 2024Q4: 12,377 shares; 2025Q1: 12,138 shares; 2025Q2: 12,139 shares 12,139 $600K 0.05% +1 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 239 shares; 2025Q1: 228 shares; 2025Q2: 228 shares 228 $596K 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,795 shares; 2025Q1: 1,749 shares; 2025Q2: 2,133 shares 2,133 $596K 0.05% +384 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 8,363 shares; 2025Q1: 9,104 shares; 2025Q2: 15,119 shares 15,119 $588K 0.05% +6,015 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,478 shares 6,478 $584K 0.05% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,469 shares; 2025Q2: 2,534 shares 2,534 $583K 0.05% +65 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,040 shares; 2024Q4: 14,040 shares; 2025Q1: 14,040 shares; 2025Q2: 14,040 shares 14,040 $577K 0.05% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 20,382 shares; 2025Q1: 20,382 shares; 2025Q2: 20,382 shares 20,382 $572K 0.05% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,968 shares; 2025Q1: 10,385 shares; 2025Q2: 16,281 shares 16,281 $572K 0.05% +5,896 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares 10,115 $571K 0.05% 0 Timeline Microport Scientific Corp. Microport Scientific Corp. More: the full row for Microport Scientific Corp. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,000 shares; 2024Q4: 504,670 shares; 2025Q1: 504,670 shares; 2025Q2: 504,670 shares 504,670 $563K 0.05% 0 SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,721 shares; 2024Q4: 9,094 shares; 2025Q1: 8,564 shares; 2025Q2: 7,954 shares 7,954 $560K 0.05% -610 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,971 shares 5,971 $559K 0.05% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,401 shares; 2025Q1: 5,241 shares; 2025Q2: 5,594 shares 5,594 $557K 0.05% +353 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares 1,498 $549K 0.05% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 8,860 shares; 2025Q1: 8,860 shares; 2025Q2: 8,860 shares 8,860 $542K 0.05% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,532 shares; 2025Q1: 6,330 shares; 2025Q2: 7,830 shares 7,830 $539K 0.05% +1,500 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 11,734 shares; 2025Q1: 11,705 shares; 2025Q2: 11,724 shares 11,724 $538K 0.05% +19 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 10,734 shares; 2025Q1: 11,234 shares; 2025Q2: 11,254 shares 11,254 $533K 0.05% +20 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 8,149 shares; 2025Q1: 9,191 shares; 2025Q2: 9,665 shares 9,665 $526K 0.05% +474 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 5,833 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares 5,833 $519K 0.05% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,493 shares; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares 3,493 $515K 0.05% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,353 shares 15,353 $511K 0.04% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,587 shares 1,587 $508K 0.04% -30 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,931 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares 5,628 $505K 0.04% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,422 shares; 2025Q1: 5,422 shares; 2025Q2: 5,422 shares 5,422 $503K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,283 shares; 2024Q4: 38,320 shares; 2025Q1: 5,199 shares; 2025Q2: 4,194 shares 4,194 $500K 0.04% -1,005 Timeline FMB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 9,964 shares; 2025Q1: 9,964 shares; 2025Q2: 9,964 shares 9,964 $496K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,352 shares; 2025Q1: 5,506 shares; 2025Q2: 4,810 shares 4,810 $492K 0.04% -696 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 5,350 shares; 2025Q1: 5,150 shares; 2025Q2: 5,350 shares 5,350 $491K 0.04% +200 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 12,812 shares; 2025Q1: 11,558 shares; 2025Q2: 8,228 shares 8,228 $487K 0.04% -3,330 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,917 shares; 2025Q1: 5,107 shares; 2025Q2: 5,067 shares 5,067 $487K 0.04% -40 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,283 shares; 2025Q1: 3,214 shares; 2025Q2: 3,221 shares 3,221 $477K 0.04% +7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares 3,543 $472K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares 2,170 $462K 0.04% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 920 shares 920 $461K 0.04% -150 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,724 shares; 2024Q4: 6,948 shares; 2025Q1: 2,253 shares; 2025Q2: 573 shares 573 $459K 0.04% -1,680 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,738 shares 1,738 $447K 0.04% -25 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,606 shares; 2025Q1: 1,568 shares; 2025Q2: 1,669 shares 1,669 $447K 0.04% +101 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 5,993 shares; 2025Q1: 2,093 shares; 2025Q2: 3,093 shares 3,093 $439K 0.04% +1,000 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,323 shares; 2025Q1: 3,753 shares; 2025Q2: 5,744 shares 5,744 $434K 0.04% +1,991 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,051 shares; 2025Q2: 6,889 shares 6,889 $430K 0.04% +1,838 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares 6,580 $423K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,523 shares 2,523 $419K 0.04% -100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,435 shares; 2024Q4: 9,396 shares; 2025Q1: 5,827 shares; 2025Q2: 7,251 shares 7,251 $413K 0.04% +1,424 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 7,531 shares; 2025Q1: 5,481 shares; 2025Q2: 3,631 shares 3,631 $403K 0.04% -1,850 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares 900 $401K 0.04% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares 780 $398K 0.03% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 10,536 shares; 2025Q1: 9,375 shares; 2025Q2: 9,375 shares 9,375 $396K 0.03% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares 4,808 $396K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 3,605 shares; 2025Q2: 3,585 shares 3,585 $395K 0.03% -20 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,008 shares; 2025Q1: 1,051 shares; 2025Q2: 928 shares 928 $390K 0.03% -123 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,376 shares 1,376 $388K 0.03% -108 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,600 shares; 2024Q4: 31,600 shares; 2025Q1: 33,415 shares; 2025Q2: 33,415 shares 33,415 $385K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 2,178 shares; 2025Q1: 1,961 shares; 2025Q2: 1,961 shares 1,961 $381K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares 1,900 $366K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 822 shares; 2025Q1: 783 shares; 2025Q2: 784 shares 784 $363K 0.03% +1 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,035 shares; 2025Q1: 2,545 shares; 2025Q2: 2,495 shares 2,495 $360K 0.03% -50 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares 1,844 $357K 0.03% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 12,421 shares; 2025Q1: 9,961 shares; 2025Q2: 12,421 shares 12,421 $356K 0.03% +2,460 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 3,936 shares 3,936 $352K 0.03% +15 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares 888 $351K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 4,175 shares 4,175 $350K 0.03% +450 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,165 shares; 2025Q2: 1,365 shares 1,365 $349K 0.03% +200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 3,344 shares; 2025Q1: 3,438 shares; 2025Q2: 3,661 shares 3,661 $349K 0.03% +223 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,832 shares; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares 3,868 $349K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 8,291 shares; 2025Q1: 7,742 shares; 2025Q2: 7,955 shares 7,955 $344K 0.03% +213 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 5,573 shares; 2025Q1: 5,573 shares; 2025Q2: 5,573 shares 5,573 $341K 0.03% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,160 shares 3,160 $341K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,481 shares; 2025Q1: 2,457 shares; 2025Q2: 1,973 shares 1,973 $340K 0.03% -484 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares 3,555 $336K 0.03% 0 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares 5,131 $332K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,442 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares 1,368 $326K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares 609 $322K 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,149 shares; 2025Q1: 4,291 shares; 2025Q2: 4,319 shares 4,319 $322K 0.03% +28 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,070 shares; 2024Q4: 8,070 shares; 2025Q1: 8,076 shares; 2025Q2: 8,079 shares 8,079 $322K 0.03% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 583 shares; 2025Q1: 643 shares; 2025Q2: 643 shares 643 $321K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,930 shares; 2024Q4: 10,975 shares; 2025Q1: 4,785 shares; 2025Q2: 2,585 shares 2,585 $319K 0.03% -2,200 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 710 shares; 2025Q1: 820 shares; 2025Q2: 820 shares 820 $317K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,160 shares; 2025Q2: 3,887 shares 3,887 $311K 0.03% +727 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares 2,797 $309K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 3,513 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares 3,513 $308K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,972 shares; 2024Q4: 6,407 shares; 2025Q1: 6,357 shares; 2025Q2: 6,532 shares 6,532 $302K 0.03% +175 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares 2,345 $302K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares 970 $300K 0.03% 0 Timeline VEOEY VEOLIA ENVIRONNEMENT-ADR More: the full row for VEOLIA ENVIRONNEMENT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,150 shares; 2024Q4: 16,455 shares; 2025Q1: 16,455 shares; 2025Q2: 16,455 shares 16,455 $294K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: 9,139 shares; 2025Q1: 4,692 shares; 2025Q2: 4,777 shares 4,777 $292K 0.03% +85 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,368 shares 5,368 $292K 0.03% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,383 shares; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares 4,383 $291K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares 2,088 $290K 0.03% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,790 shares; 2024Q4: 19,347 shares; 2025Q1: 16,832 shares; 2025Q2: 6,503 shares 6,503 $285K 0.02% -10,329 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,190 shares; 2025Q1: 2,423 shares; 2025Q2: 2,416 shares 2,416 $285K 0.02% -7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares 1,056 $284K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,595 shares; 2025Q1: 2,320 shares; 2025Q2: 2,130 shares 2,130 $283K 0.02% -190 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares 1,208 $277K 0.02% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,215 shares 1,215 $277K 0.02% -174 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,023 shares 2,023 $273K 0.02% +1 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares 990 $273K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,028 shares; 2025Q1: 1,748 shares; 2025Q2: 1,698 shares 1,698 $270K 0.02% -50 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,648 shares; 2025Q1: 1,628 shares; 2025Q2: 1,628 shares 1,628 $265K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,562 shares; 2025Q1: 4,707 shares; 2025Q2: 4,587 shares 4,587 $264K 0.02% -120 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,755 shares; 2025Q2: 1,872 shares 1,872 $264K 0.02% +117 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: 6,130 shares; 2025Q1: 7,698 shares; 2025Q2: 9,938 shares 9,938 $263K 0.02% +2,240 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares 2,158 $261K 0.02% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares 2,725 $258K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 921 shares; 2025Q1: 880 shares; 2025Q2: 880 shares 880 $257K 0.02% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 13,735 shares 13,735 $255K 0.02% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 4,945 shares; 2025Q1: 4,945 shares; 2025Q2: 4,945 shares 4,945 $254K 0.02% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares 520 $254K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares 1,344 $254K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares 2,386 $250K 0.02% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,021 shares 6,021 $250K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares 1,845 $249K 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: 17,947 shares; 2025Q1: 17,947 shares; 2025Q2: 17,947 shares 17,947 $246K 0.02% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,704 shares; 2025Q1: not reported; 2025Q2: 3,408 shares 3,408 $246K 0.02% new Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares 4,122 $246K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares 3,864 $246K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 7,551 shares; 2025Q1: 7,509 shares; 2025Q2: 7,509 shares 7,509 $245K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 814 shares; 2025Q1: 675 shares; 2025Q2: 627 shares 627 $244K 0.02% -48 Timeline SSREY SWISS RE LTD SPON ADR (CHE) More: the full row for SWISS RE LTD SPON ADR (CHE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares 5,629 $243K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,390 shares 1,390 $241K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares 265 $237K 0.02% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares 3,180 $237K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares 2,253 $234K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares 2,194 $229K 0.02% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,100 shares 5,100 $224K 0.02% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares 6,000 $223K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,566 shares; 2025Q1: not reported; 2025Q2: 2,382 shares 2,382 $222K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 1,983 shares; 2025Q2: 1,122 shares 1,122 $222K 0.02% -861 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: 211 shares 211 $221K 0.02% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,538 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares 1,538 $219K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 1,885 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares 1,340 $216K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 209 shares 209 $215K 0.02% -93 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: not reported; 2025Q1: 1,737 shares; 2025Q2: 1,637 shares 1,637 $211K 0.02% -100 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: not reported; 2025Q2: 2,875 shares 2,875 $210K 0.02% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 11,755 shares; 2025Q1: 10,946 shares; 2025Q2: 11,820 shares 11,820 $210K 0.02% +874 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares 4,130 $210K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 4,929 shares 4,929 $207K 0.02% +1,944 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,595 shares 2,595 $205K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares 6,020 $204K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares 381 $203K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 670 shares; 2025Q1: not reported; 2025Q2: 670 shares 670 $200K 0.02% new Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,177 shares 12,177 $200K 0.02% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 15,874 shares; 2025Q1: 15,874 shares; 2025Q2: 15,874 shares 15,874 $145K 0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,010 shares; 2024Q4: 12,829 shares; 2025Q1: 12,829 shares; 2025Q2: 12,829 shares 12,829 $98.1K 0.01% 0 Timeline Kitwave Group PLC Kitwave Group PLC More: the full row for Kitwave Group PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 11,029 shares; 2025Q1: not reported; 2025Q2: 11,029 shares 11,029 $48.4K <0.01% new