NEOS ETF TRUST NEOS ETF TRUST More: the full row for NEOS 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: 1,482,461 shares; 2025Q1: 3,170,575 shares; 2025Q2: 3,228,690 shares 3,228,690 $88.8M 2.32% +58,115 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: 1,386,634 shares; 2024Q4: 1,449,048 shares; 2025Q1: 1,485,894 shares; 2025Q2: 1,533,577 shares 1,533,577 $87.4M 2.29% +47,683 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: 193,076 shares; 2024Q4: 187,243 shares; 2025Q1: 184,561 shares; 2025Q2: 190,859 shares 190,859 $83.7M 2.19% +6,298 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: 449,667 shares; 2024Q4: 447,761 shares; 2025Q1: 461,845 shares; 2025Q2: 462,205 shares 462,205 $81.7M 2.14% +360 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: 194,628 shares; 2024Q4: 296,753 shares; 2025Q1: 336,323 shares; 2025Q2: 352,169 shares 352,169 $72.3M 1.89% +15,846 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: 122,799 shares; 2024Q4: 181,991 shares; 2025Q1: 309,751 shares; 2025Q2: 327,670 shares 327,670 $71.9M 1.88% +17,919 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: 281,252 shares; 2024Q4: 377,837 shares; 2025Q1: 423,623 shares; 2025Q2: 445,824 shares 445,824 $70.4M 1.84% +22,201 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,565 shares; 2024Q4: 377,268 shares; 2025Q1: 764,486 shares; 2025Q2: 751,657 shares 751,657 $69.3M 1.81% -12,829 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: 95,565 shares; 2024Q4: 115,636 shares; 2025Q1: 122,793 shares; 2025Q2: 131,191 shares 131,191 $65.3M 1.71% +8,398 Timeline VEGA ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365,964 shares; 2024Q4: 1,431,175 shares; 2025Q1: 1,345,182 shares; 2025Q2: 1,334,342 shares 1,334,342 $61.5M 1.61% -10,840 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: 252,618 shares; 2024Q4: 257,945 shares; 2025Q1: 279,306 shares; 2025Q2: 288,439 shares 288,439 $52.7M 1.38% +9,133 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: 59,416 shares; 2024Q4: 64,467 shares; 2025Q1: 74,323 shares; 2025Q2: 95,014 shares 95,014 $52.4M 1.37% +20,691 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: 524,147 shares; 2024Q4: 527,255 shares; 2025Q1: 490,839 shares; 2025Q2: 468,852 shares 468,852 $51.6M 1.35% -21,987 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,609 shares; 2024Q4: 641,890 shares; 2025Q1: 643,789 shares; 2025Q2: 985,436 shares 985,436 $48.8M 1.28% +341,647 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: 84,383 shares; 2024Q4: 87,235 shares; 2025Q1: 83,802 shares; 2025Q2: 78,334 shares 78,334 $48.4M 1.27% -5,468 Timeline IUSB 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: 2,437,917 shares; 2024Q4: 2,169,590 shares; 2025Q1: 1,051,036 shares; 2025Q2: 955,781 shares 955,781 $44.2M 1.16% -95,255 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,295 shares; 2024Q4: 837,517 shares; 2025Q1: 800,227 shares; 2025Q2: 805,218 shares 805,218 $43.9M 1.15% +4,991 Timeline IVE 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: 114,542 shares; 2024Q4: 118,355 shares; 2025Q1: 179,780 shares; 2025Q2: 202,555 shares 202,555 $39.6M 1.04% +22,775 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: 55,512 shares; 2024Q4: 57,172 shares; 2025Q1: 59,583 shares; 2025Q2: 63,523 shares 63,523 $39.4M 1.03% +3,940 Timeline EFV 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: 548,238 shares; 2024Q4: 557,236 shares; 2025Q1: 426,207 shares; 2025Q2: 578,740 shares 578,740 $36.7M 0.96% +152,533 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS 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: 334,693 shares; 2025Q1: 1,314,320 shares; 2025Q2: 1,392,152 shares 1,392,152 $36.2M 0.95% +77,832 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,361 shares; 2024Q4: 530,876 shares; 2025Q1: 560,064 shares; 2025Q2: 569,987 shares 569,987 $33.1M 0.87% +9,923 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: 108,345 shares; 2024Q4: 106,280 shares; 2025Q1: 110,540 shares; 2025Q2: 116,204 shares 116,204 $32M 0.84% +5,664 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: 17,999 shares; 2024Q4: 24,150 shares; 2025Q1: 44,165 shares; 2025Q2: 55,273 shares 55,273 $31.4M 0.82% +11,108 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,917 shares; 2024Q4: 405,804 shares; 2025Q1: 392,022 shares; 2025Q2: 391,744 shares 391,744 $30.8M 0.81% -278 Timeline MBB 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: 312,194 shares; 2024Q4: 332,288 shares; 2025Q1: 290,478 shares; 2025Q2: 303,832 shares 303,832 $28.5M 0.75% +13,354 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: 20,773 shares; 2024Q4: 30,004 shares; 2025Q1: 35,097 shares; 2025Q2: 37,654 shares 37,654 $27.8M 0.73% +2,557 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: 30,122 shares; 2024Q4: 46,450 shares; 2025Q1: 51,955 shares; 2025Q2: 54,342 shares 54,342 $26.4M 0.69% +2,387 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: 472,453 shares; 2024Q4: 491,996 shares; 2025Q1: 496,050 shares; 2025Q2: 516,560 shares 516,560 $25.5M 0.67% +20,510 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: 133,716 shares; 2024Q4: 166,489 shares; 2025Q1: 218,567 shares; 2025Q2: 368,818 shares 368,818 $25.3M 0.66% +150,251 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: 80,095 shares; 2024Q4: 114,687 shares; 2025Q1: 136,575 shares; 2025Q2: 142,839 shares 142,839 $25.2M 0.66% +6,264 Timeline TLH 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: 16,865 shares; 2024Q4: 19,536 shares; 2025Q1: 212,428 shares; 2025Q2: 238,638 shares 238,638 $24.2M 0.64% +26,210 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: 100,275 shares; 2024Q4: 102,723 shares; 2025Q1: 98,162 shares; 2025Q2: 102,180 shares 102,180 $24.2M 0.63% +4,018 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: 476,059 shares; 2024Q4: 921,501 shares; 2025Q1: 650,179 shares; 2025Q2: 699,232 shares 699,232 $22.2M 0.58% +49,053 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,242 shares; 2024Q4: 367,812 shares; 2025Q1: 359,654 shares; 2025Q2: 376,252 shares 376,252 $19.9M 0.52% +16,598 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: 139,264 shares; 2024Q4: 135,146 shares; 2025Q1: 134,005 shares; 2025Q2: 114,226 shares 114,226 $19.8M 0.52% -19,779 Timeline UDIV 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: 200,075 shares; 2024Q4: 276,422 shares; 2025Q1: 354,027 shares; 2025Q2: 405,076 shares 405,076 $19.5M 0.51% +51,049 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: 86,022 shares; 2024Q4: 94,540 shares; 2025Q1: 94,870 shares; 2025Q2: 95,162 shares 95,162 $19.5M 0.51% +292 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,536 shares; 2024Q4: 44,399 shares; 2025Q1: 47,451 shares; 2025Q2: 63,330 shares 63,330 $19.2M 0.5% +15,879 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q1: 18,229 shares; 2025Q2: 540,740 shares 540,740 $19.2M 0.5% +522,511 Timeline EFG 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: 278,324 shares; 2024Q4: 357,163 shares; 2025Q1: 178,559 shares; 2025Q2: 171,466 shares 171,466 $19.2M 0.5% -7,093 Timeline OEF 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: 5,710 shares; 2024Q4: 5,555 shares; 2025Q1: 31,710 shares; 2025Q2: 59,103 shares 59,103 $18M 0.47% +27,393 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: 37,067 shares; 2024Q4: 43,585 shares; 2025Q1: 51,578 shares; 2025Q2: 56,377 shares 56,377 $17.9M 0.47% +4,799 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,730 shares; 2024Q4: 221,988 shares; 2025Q1: 231,119 shares; 2025Q2: 224,940 shares 224,940 $17.4M 0.46% -6,179 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: 188,470 shares; 2024Q4: 185,538 shares; 2025Q1: 185,038 shares; 2025Q2: 188,467 shares 188,467 $16.8M 0.44% +3,429 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,432 shares; 2024Q4: 332,871 shares; 2025Q1: 343,783 shares; 2025Q2: 355,342 shares 355,342 $16.5M 0.43% +11,559 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: 37,215 shares; 2024Q4: 150,354 shares; 2025Q1: 263,265 shares; 2025Q2: 259,911 shares 259,911 $16.2M 0.42% -3,354 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: 98,287 shares; 2024Q4: 111,805 shares; 2025Q1: 106,820 shares; 2025Q2: 116,818 shares 116,818 $15.6M 0.41% +9,998 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: 388,845 shares; 2024Q4: 515,959 shares; 2025Q1: 536,343 shares; 2025Q2: 573,215 shares 573,215 $15.2M 0.4% +36,872 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: 74,895 shares; 2024Q4: 63,788 shares; 2025Q1: 56,051 shares; 2025Q2: 66,438 shares 66,438 $14.9M 0.39% +10,387 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,181 shares; 2024Q4: 628,673 shares; 2025Q1: 616,209 shares; 2025Q2: 619,922 shares 619,922 $14.9M 0.39% +3,713 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: 3,470 shares; 2024Q4: 7,180 shares; 2025Q1: 9,757 shares; 2025Q2: 10,996 shares 10,996 $14.7M 0.39% +1,239 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,202 shares; 2024Q4: 214,328 shares; 2025Q1: 362,399 shares; 2025Q2: 455,124 shares 455,124 $14.5M 0.38% +92,725 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: 114,836 shares; 2024Q4: 169,775 shares; 2025Q1: 216,539 shares; 2025Q2: 226,122 shares 226,122 $14.2M 0.37% +9,583 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: 2,300 shares; 2024Q4: 127,131 shares; 2025Q1: 119,058 shares; 2025Q2: 124,805 shares 124,805 $14M 0.37% +5,747 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: 28,661 shares; 2024Q4: 46,902 shares; 2025Q1: 84,384 shares; 2025Q2: 99,271 shares 99,271 $13.5M 0.35% +14,887 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: 137,050 shares; 2024Q4: 133,557 shares; 2025Q1: 128,125 shares; 2025Q2: 136,903 shares 136,903 $12.9M 0.34% +8,778 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,527 shares; 2024Q4: 159,204 shares; 2025Q1: 327,630 shares; 2025Q2: 372,755 shares 372,755 $12.6M 0.33% +45,125 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,990 shares; 2024Q4: 245,059 shares; 2025Q1: 230,827 shares; 2025Q2: 178,643 shares 178,643 $12.4M 0.33% -52,184 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: 121,840 shares; 2024Q4: 155,564 shares; 2025Q1: 191,753 shares; 2025Q2: 211,407 shares 211,407 $12.4M 0.32% +19,654 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: 210,822 shares; 2024Q4: 226,142 shares; 2025Q1: 190,370 shares; 2025Q2: 215,174 shares 215,174 $12.2M 0.32% +24,804 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,092 shares; 2024Q4: 398,538 shares; 2025Q1: 338,313 shares; 2025Q2: 309,432 shares 309,432 $11.5M 0.3% -28,881 Timeline BBUS 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: 114,534 shares; 2024Q4: 110,167 shares; 2025Q1: 112,949 shares; 2025Q2: 102,788 shares 102,788 $11.5M 0.3% -10,161 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: 26,202 shares; 2024Q4: 27,260 shares; 2025Q1: 28,479 shares; 2025Q2: 36,656 shares 36,656 $11.2M 0.29% +8,177 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,378 shares; 2024Q4: 596,836 shares; 2025Q1: 682,671 shares; 2025Q2: 740,653 shares 740,653 $11M 0.29% +57,982 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: 8,416 shares; 2024Q4: 9,899 shares; 2025Q1: 12,755 shares; 2025Q2: 13,819 shares 13,819 $10.8M 0.28% +1,064 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: 181,079 shares; 2024Q4: 200,550 shares; 2025Q1: 227,733 shares; 2025Q2: 246,177 shares 246,177 $10.7M 0.28% +18,444 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: 33,121 shares; 2024Q4: 39,187 shares; 2025Q1: 47,096 shares; 2025Q2: 65,815 shares 65,815 $10.5M 0.27% +18,719 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,029 shares; 2024Q4: 56,192 shares; 2025Q1: 73,951 shares; 2025Q2: 55,920 shares 55,920 $10.2M 0.27% -18,031 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,012 shares; 2024Q4: 368,332 shares; 2025Q1: 416,157 shares; 2025Q2: 430,547 shares 430,547 $10.1M 0.26% +14,390 BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q1: not reported; 2025Q2: 344,995 shares 344,995 $9.95M 0.26% new 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: 75,066 shares; 2024Q4: 75,844 shares; 2025Q1: 73,207 shares; 2025Q2: 72,708 shares 72,708 $9.82M 0.26% -499 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,396 shares; 2024Q4: 523,039 shares; 2025Q1: 324,769 shares; 2025Q2: 134,997 shares 134,997 $9.81M 0.26% -189,772 Timeline SPTS 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: 400,359 shares; 2024Q4: 358,073 shares; 2025Q1: 331,656 shares; 2025Q2: 330,118 shares 330,118 $9.67M 0.25% -1,538 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: 28,587 shares; 2024Q4: 299,578 shares; 2025Q1: 258,289 shares; 2025Q2: 328,281 shares 328,281 $9.59M 0.25% +69,992 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: 22,994 shares; 2024Q4: 26,734 shares; 2025Q1: 36,082 shares; 2025Q2: 36,826 shares 36,826 $9.48M 0.25% +744 Timeline EMB 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: 102,492 shares; 2024Q4: 107,572 shares; 2025Q1: 105,982 shares; 2025Q2: 101,799 shares 101,799 $9.43M 0.25% -4,183 Timeline FLOT 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: 188,627 shares; 2024Q4: 180,120 shares; 2025Q1: 174,764 shares; 2025Q2: 184,507 shares 184,507 $9.41M 0.25% +9,743 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: 22,897 shares; 2024Q4: 24,780 shares; 2025Q1: 29,305 shares; 2025Q2: 31,967 shares 31,967 $9.27M 0.24% +2,662 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: 71,558 shares; 2024Q4: 86,375 shares; 2025Q1: 88,722 shares; 2025Q2: 90,969 shares 90,969 $8.89M 0.23% +2,247 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: 20,342 shares; 2024Q4: 23,150 shares; 2025Q1: 22,626 shares; 2025Q2: 24,018 shares 24,018 $8.81M 0.23% +1,392 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,150 shares; 2024Q4: 36,229 shares; 2025Q1: 35,111 shares; 2025Q2: 31,574 shares 31,574 $8.81M 0.23% -3,537 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,259 shares; 2024Q4: 43,096 shares; 2025Q1: 50,937 shares; 2025Q2: 149,368 shares 149,368 $8.78M 0.23% +98,431 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: 18,579 shares; 2024Q4: 20,208 shares; 2025Q1: 22,953 shares; 2025Q2: 24,539 shares 24,539 $8.71M 0.23% +1,586 Timeline ICSH 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: 195,825 shares; 2024Q4: 176,536 shares; 2025Q1: 183,564 shares; 2025Q2: 168,396 shares 168,396 $8.54M 0.22% -15,168 Timeline DFAC 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: 183,286 shares; 2024Q4: 186,370 shares; 2025Q1: 226,418 shares; 2025Q2: 235,633 shares 235,633 $8.45M 0.22% +9,215 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,289 shares; 2024Q4: 143,749 shares; 2025Q1: 183,673 shares; 2025Q2: 180,625 shares 180,625 $8.43M 0.22% -3,048 Timeline STIP 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: 30,443 shares; 2024Q4: 30,558 shares; 2025Q1: 35,296 shares; 2025Q2: 81,170 shares 81,170 $8.35M 0.22% +45,874 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: 37,526 shares; 2024Q4: 40,505 shares; 2025Q1: 42,217 shares; 2025Q2: 44,453 shares 44,453 $8.25M 0.22% +2,236 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER 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: 56,847 shares; 2025Q1: 207,993 shares; 2025Q2: 214,029 shares 214,029 $8.17M 0.21% +6,036 Timeline QUS 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: 62,971 shares; 2024Q4: 53,193 shares; 2025Q1: 50,859 shares; 2025Q2: 49,305 shares 49,305 $8.04M 0.21% -1,554 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: 24,748 shares; 2024Q4: 25,689 shares; 2025Q1: 28,866 shares; 2025Q2: 27,231 shares 27,231 $8.03M 0.21% -1,635 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: 5,465 shares; 2024Q4: 6,579 shares; 2025Q1: 7,900 shares; 2025Q2: 8,068 shares 8,068 $7.99M 0.21% +168 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,943 shares; 2024Q4: 142,490 shares; 2025Q1: 103,558 shares; 2025Q2: 81,574 shares 81,574 $7.94M 0.21% -21,984 Timeline INTU INTUIT More: the full row for INTUIT 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: 10,166 shares; 2025Q1: 9,692 shares; 2025Q2: 10,012 shares 10,012 $7.89M 0.21% +320 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 180,388 shares; 2025Q1: 53,362 shares; 2025Q2: 174,929 shares 174,929 $7.83M 0.21% +121,567 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,266 shares; 2024Q4: 34,048 shares; 2025Q1: 35,374 shares; 2025Q2: 35,071 shares 35,071 $7.67M 0.2% -303 Timeline DFAI 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: 233,381 shares; 2024Q4: 248,361 shares; 2025Q1: 223,733 shares; 2025Q2: 218,654 shares 218,654 $7.56M 0.2% -5,079 Timeline JPME 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: 224,974 shares; 2024Q4: 226,475 shares; 2025Q1: 219,073 shares; 2025Q2: 72,513 shares 72,513 $7.52M 0.2% -146,560 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,728 shares; 2024Q4: 280,185 shares; 2025Q1: 279,979 shares; 2025Q2: 277,959 shares 277,959 $7.38M 0.19% -2,020 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 73,698 shares; 2025Q1: 262,564 shares; 2025Q2: 273,505 shares 273,505 $6.95M 0.18% +10,941 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,625 shares; 2024Q4: 70,994 shares; 2025Q1: 218,129 shares; 2025Q2: 229,864 shares 229,864 $6.93M 0.18% +11,735 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,074 shares; 2024Q4: 232,375 shares; 2025Q1: 296,207 shares; 2025Q2: 293,875 shares 293,875 $6.72M 0.18% -2,332 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: 46,114 shares; 2024Q4: 50,000 shares; 2025Q1: 67,905 shares; 2025Q2: 74,865 shares 74,865 $6.69M 0.18% +6,960 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: 28,881 shares; 2024Q4: 33,870 shares; 2025Q1: 35,281 shares; 2025Q2: 36,660 shares 36,660 $6.68M 0.17% +1,379 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,767 shares; 2024Q4: 244,277 shares; 2025Q1: 252,415 shares; 2025Q2: 249,662 shares 249,662 $6.66M 0.17% -2,753 Timeline FFEB 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: 189,817 shares; 2024Q4: 28,173 shares; 2025Q1: 131,595 shares; 2025Q2: 126,521 shares 126,521 $6.63M 0.17% -5,074 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,974 shares; 2024Q4: 240,497 shares; 2025Q1: 222,625 shares; 2025Q2: 217,747 shares 217,747 $6.57M 0.17% -4,878 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 59,848 shares; 2025Q2: 84,165 shares 84,165 $6.53M 0.17% +24,317 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: 151,891 shares; 2024Q4: 147,065 shares; 2025Q1: 127,089 shares; 2025Q2: 128,649 shares 128,649 $6.53M 0.17% +1,560 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,100 shares; 2024Q4: 256,478 shares; 2025Q1: 268,329 shares; 2025Q2: 267,594 shares 267,594 $6.52M 0.17% -735 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,156 shares; 2024Q4: 250,666 shares; 2025Q1: 258,414 shares; 2025Q2: 257,998 shares 257,998 $6.46M 0.17% -416 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: 37,273 shares; 2024Q4: 39,767 shares; 2025Q1: 41,643 shares; 2025Q2: 44,910 shares 44,910 $6.43M 0.17% +3,267 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: 39,456 shares; 2024Q4: 45,551 shares; 2025Q1: 48,675 shares; 2025Q2: 47,932 shares 47,932 $6.33M 0.17% -743 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: 9,783 shares; 2024Q4: 11,329 shares; 2025Q1: 11,338 shares; 2025Q2: 11,243 shares 11,243 $6.32M 0.17% -95 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: 19,288 shares; 2024Q4: 22,487 shares; 2025Q1: 31,013 shares; 2025Q2: 35,272 shares 35,272 $6.26M 0.16% +4,259 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,700 shares; 2024Q4: 188,383 shares; 2025Q1: 136,138 shares; 2025Q2: 91,227 shares 91,227 $6.25M 0.16% -44,911 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: 30,496 shares; 2024Q4: 91,259 shares; 2025Q1: 349,872 shares; 2025Q2: 235,377 shares 235,377 $6.24M 0.16% -114,495 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,315 shares; 2024Q4: 123,762 shares; 2025Q1: 136,343 shares; 2025Q2: 149,865 shares 149,865 $6.23M 0.16% +13,522 Timeline IDEV 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: 99,616 shares; 2024Q4: 84,499 shares; 2025Q1: 87,769 shares; 2025Q2: 81,397 shares 81,397 $6.19M 0.16% -6,372 Timeline MBSD 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: 296,195 shares; 2024Q4: 291,549 shares; 2025Q1: 301,567 shares; 2025Q2: 298,885 shares 298,885 $6.19M 0.16% -2,682 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: 48,747 shares; 2024Q4: 50,229 shares; 2025Q1: 62,240 shares; 2025Q2: 71,188 shares 71,188 $6.13M 0.16% +8,948 Timeline FSEP 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: 169,668 shares; 2024Q4: 131,677 shares; 2025Q1: 20,122 shares; 2025Q2: 127,290 shares 127,290 $6.11M 0.16% +107,168 Timeline AGG 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: 51,973 shares; 2024Q4: 49,700 shares; 2025Q1: 52,537 shares; 2025Q2: 61,393 shares 61,393 $6.09M 0.16% +8,856 Timeline DFCF 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: 90,857 shares; 2024Q4: 122,615 shares; 2025Q1: 135,021 shares; 2025Q2: 143,506 shares 143,506 $6.06M 0.16% +8,485 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 8,599 shares; 2025Q1: 131,517 shares; 2025Q2: 127,356 shares 127,356 $6.06M 0.16% -4,161 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: 91,172 shares; 2024Q4: 65,354 shares; 2025Q1: 79,421 shares; 2025Q2: 84,766 shares 84,766 $5.88M 0.15% +5,345 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,951 shares; 2025Q1: 9,367 shares; 2025Q2: 116,002 shares 116,002 $5.81M 0.15% +106,635 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: 39,918 shares; 2024Q4: 55,311 shares; 2025Q1: 53,486 shares; 2025Q2: 53,748 shares 53,748 $5.79M 0.15% +262 Timeline FMAY 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: 178,330 shares; 2024Q4: 12,015 shares; 2025Q1: 4,840 shares; 2025Q2: 115,626 shares 115,626 $5.78M 0.15% +110,786 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,095 shares; 2024Q4: 85,090 shares; 2025Q1: 98,968 shares; 2025Q2: 104,843 shares 104,843 $5.76M 0.15% +5,875 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: 10,598 shares; 2024Q4: 10,625 shares; 2025Q1: 11,101 shares; 2025Q2: 11,241 shares 11,241 $5.72M 0.15% +140 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,210 shares; 2024Q4: 279,521 shares; 2025Q1: 152,768 shares; 2025Q2: 160,647 shares 160,647 $5.71M 0.15% +7,879 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: 15,764 shares; 2024Q4: 16,111 shares; 2025Q1: 12,699 shares; 2025Q2: 13,443 shares 13,443 $5.71M 0.15% +744 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: 117,673 shares; 2024Q4: 135,564 shares; 2025Q1: 178,513 shares; 2025Q2: 235,258 shares 235,258 $5.7M 0.15% +56,745 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: 41,078 shares; 2024Q4: 39,323 shares; 2025Q1: 42,413 shares; 2025Q2: 40,538 shares 40,538 $5.62M 0.15% -1,875 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: 10,032 shares; 2024Q4: 19,672 shares; 2025Q1: 24,970 shares; 2025Q2: 27,348 shares 27,348 $5.6M 0.15% +2,378 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 37,137 shares; 2025Q1: 136,614 shares; 2025Q2: 143,059 shares 143,059 $5.53M 0.14% +6,445 Timeline SHY 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: 30,565 shares; 2024Q4: 37,479 shares; 2025Q1: 38,280 shares; 2025Q2: 66,683 shares 66,683 $5.53M 0.14% +28,403 Timeline USHY 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: 102,435 shares; 2024Q4: 107,774 shares; 2025Q1: 108,398 shares; 2025Q2: 147,003 shares 147,003 $5.51M 0.14% +38,605 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: 8,673 shares; 2024Q4: 8,524 shares; 2025Q1: 8,642 shares; 2025Q2: 8,310 shares 8,310 $5.51M 0.14% -332 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 24,611 shares; 2025Q1: 48,710 shares; 2025Q2: 57,039 shares 57,039 $5.5M 0.14% +8,329 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 9,670 shares; 2025Q1: 8,725 shares; 2025Q2: 7,504 shares 7,504 $5.5M 0.14% -1,221 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,166 shares; 2024Q4: 54,835 shares; 2025Q1: 66,975 shares; 2025Q2: 83,613 shares 83,613 $5.48M 0.14% +16,638 Timeline QLTA 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: 60,474 shares; 2024Q4: 68,276 shares; 2025Q1: 104,915 shares; 2025Q2: 110,591 shares 110,591 $5.29M 0.14% +5,676 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: 16,700 shares; 2024Q4: 28,241 shares; 2025Q1: 34,658 shares; 2025Q2: 34,203 shares 34,203 $5.22M 0.14% -455 Timeline TLT 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: 181,253 shares; 2024Q4: 196,162 shares; 2025Q1: 56,159 shares; 2025Q2: 58,656 shares 58,656 $5.18M 0.14% +2,497 Timeline DFAU 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: 132,653 shares; 2024Q4: 132,521 shares; 2025Q1: 119,314 shares; 2025Q2: 119,796 shares 119,796 $5.07M 0.13% +482 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: 12,866 shares; 2024Q4: 30,591 shares; 2025Q1: 32,295 shares; 2025Q2: 53,090 shares 53,090 $5.06M 0.13% +20,795 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: 6,719 shares; 2024Q4: 9,041 shares; 2025Q1: 11,097 shares; 2025Q2: 11,480 shares 11,480 $5.06M 0.13% +383 Timeline DFSD 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: 68,553 shares; 2024Q4: 84,715 shares; 2025Q1: 101,075 shares; 2025Q2: 105,237 shares 105,237 $5.05M 0.13% +4,162 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: 4,365 shares; 2024Q4: 5,316 shares; 2025Q1: 6,939 shares; 2025Q2: 7,066 shares 7,066 $5M 0.13% +127 Timeline SHYG 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: 125,330 shares; 2024Q4: 111,484 shares; 2025Q1: 106,237 shares; 2025Q2: 115,153 shares 115,153 $4.97M 0.13% +8,916 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,567 shares; 2024Q4: 33,387 shares; 2025Q1: 31,848 shares; 2025Q2: 62,219 shares 62,219 $4.95M 0.13% +30,371 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: 23,794 shares; 2024Q4: 23,894 shares; 2025Q1: 24,833 shares; 2025Q2: 26,952 shares 26,952 $4.93M 0.13% +2,119 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: 44,098 shares; 2024Q4: 48,199 shares; 2025Q1: 68,012 shares; 2025Q2: 78,417 shares 78,417 $4.92M 0.13% +10,405 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: 108,390 shares; 2024Q4: 101,755 shares; 2025Q1: 73,571 shares; 2025Q2: 78,330 shares 78,330 $4.86M 0.13% +4,759 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: 16,204 shares; 2024Q4: 22,040 shares; 2025Q1: 19,577 shares; 2025Q2: 22,211 shares 22,211 $4.86M 0.13% +2,634 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: 24,564 shares; 2024Q4: 25,088 shares; 2025Q1: 25,461 shares; 2025Q2: 42,670 shares 42,670 $4.66M 0.12% +17,209 Timeline RPV 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: not reported; 2024Q4: not reported; 2025Q1: 46,328 shares; 2025Q2: 48,553 shares 48,553 $4.55M 0.12% +2,225 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: 23,275 shares; 2024Q4: 24,341 shares; 2025Q1: 22,424 shares; 2025Q2: 20,878 shares 20,878 $4.51M 0.12% -1,546 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 28,397 shares; 2025Q1: 39,357 shares; 2025Q2: 60,966 shares 60,966 $4.49M 0.12% +21,609 Timeline NLR 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: not reported; 2024Q4: not reported; 2025Q1: 32,224 shares; 2025Q2: 40,302 shares 40,302 $4.48M 0.12% +8,078 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: 11,990 shares; 2024Q4: 12,816 shares; 2025Q1: 12,935 shares; 2025Q2: 13,996 shares 13,996 $4.46M 0.12% +1,061 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: 17,004 shares; 2024Q4: 18,296 shares; 2025Q1: 19,861 shares; 2025Q2: 17,384 shares 17,384 $4.4M 0.12% -2,477 Timeline GOVT 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: 176,153 shares; 2024Q4: 181,768 shares; 2025Q1: 181,535 shares; 2025Q2: 190,098 shares 190,098 $4.37M 0.11% +8,563 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: 2,332 shares; 2024Q4: 2,959 shares; 2025Q1: 6,363 shares; 2025Q2: 7,688 shares 7,688 $4.36M 0.11% +1,325 Timeline TFLO 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: 71,571 shares; 2024Q4: 74,025 shares; 2025Q1: 80,773 shares; 2025Q2: 85,901 shares 85,901 $4.35M 0.11% +5,128 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 157,030 shares; 2025Q2: 163,335 shares 163,335 $4.33M 0.11% +6,305 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: 10,130 shares; 2024Q4: 8,170 shares; 2025Q1: 9,192 shares; 2025Q2: 11,070 shares 11,070 $4.3M 0.11% +1,878 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: 10,392 shares; 2024Q4: 13,132 shares; 2025Q1: 14,738 shares; 2025Q2: 15,338 shares 15,338 $4.28M 0.11% +600 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 69,802 shares; 2025Q1: 56,282 shares; 2025Q2: 71,037 shares 71,037 $4.25M 0.11% +14,755 Timeline MUB 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: 34,960 shares; 2024Q4: 40,220 shares; 2025Q1: 42,394 shares; 2025Q2: 40,321 shares 40,321 $4.21M 0.11% -2,073 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: 148,740 shares; 2024Q4: 131,892 shares; 2025Q1: 134,306 shares; 2025Q2: 144,489 shares 144,489 $4.18M 0.11% +10,183 Timeline FTLS 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: 58,524 shares; 2024Q4: 48,244 shares; 2025Q1: 59,933 shares; 2025Q2: 61,952 shares 61,952 $4.11M 0.11% +2,019 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,381 shares; 2024Q4: 103,853 shares; 2025Q1: 165,902 shares; 2025Q2: 99,967 shares 99,967 $4.05M 0.11% -65,935 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: 4,571 shares; 2024Q4: 5,194 shares; 2025Q1: 5,523 shares; 2025Q2: 13,472 shares 13,472 $4.03M 0.11% +7,949 Timeline SHV 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: 39,766 shares; 2024Q4: 41,813 shares; 2025Q1: 38,340 shares; 2025Q2: 36,018 shares 36,018 $3.98M 0.1% -2,322 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: 11,903 shares; 2024Q4: 13,248 shares; 2025Q1: 12,476 shares; 2025Q2: 12,741 shares 12,741 $3.97M 0.1% +265 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: 57,377 shares; 2024Q4: 63,124 shares; 2025Q1: 63,240 shares; 2025Q2: 50,317 shares 50,317 $3.97M 0.1% -12,923 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: 15,807 shares; 2024Q4: 16,830 shares; 2025Q1: 17,098 shares; 2025Q2: 17,211 shares 17,211 $3.96M 0.1% +113 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: 103,701 shares; 2024Q4: 109,163 shares; 2025Q1: 82,413 shares; 2025Q2: 83,039 shares 83,039 $3.93M 0.1% +626 Timeline USFR 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: 96,742 shares; 2024Q4: 95,992 shares; 2025Q1: 105,948 shares; 2025Q2: 77,150 shares 77,150 $3.88M 0.1% -28,798 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: 11,259 shares; 2024Q4: 17,965 shares; 2025Q1: 22,763 shares; 2025Q2: 25,870 shares 25,870 $3.87M 0.1% +3,107 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,577 shares; 2024Q4: 34,529 shares; 2025Q1: 40,661 shares; 2025Q2: 117,502 shares 117,502 $3.86M 0.1% +76,841 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,387 shares; 2024Q4: 110,831 shares; 2025Q1: 93,739 shares; 2025Q2: 92,977 shares 92,977 $3.84M 0.1% -762 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: 44,329 shares; 2024Q4: 50,194 shares; 2025Q1: 53,810 shares; 2025Q2: 53,291 shares 53,291 $3.77M 0.1% -519 Timeline IEI 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: 64,224 shares; 2024Q4: 41,691 shares; 2025Q1: 40,262 shares; 2025Q2: 31,655 shares 31,655 $3.77M 0.1% -8,607 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: 9,999 shares; 2024Q4: 11,546 shares; 2025Q1: 11,412 shares; 2025Q2: 10,951 shares 10,951 $3.76M 0.1% -461 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,156 shares; 2024Q4: 37,983 shares; 2025Q1: 37,762 shares; 2025Q2: 39,334 shares 39,334 $3.74M 0.1% +1,572 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 10,057 shares; 2025Q1: 19,778 shares; 2025Q2: 23,220 shares 23,220 $3.73M 0.1% +3,442 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,375 shares; 2024Q4: 21,614 shares; 2025Q1: 16,643 shares; 2025Q2: 16,697 shares 16,697 $3.72M 0.1% +54 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: 42,281 shares; 2024Q4: 45,172 shares; 2025Q1: 48,287 shares; 2025Q2: 48,011 shares 48,011 $3.71M 0.1% -276 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,275 shares; 2024Q4: 14,972 shares; 2025Q1: 7,348 shares; 2025Q2: 16,969 shares 16,969 $3.69M 0.1% +9,621 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,168 shares; 2024Q4: 20,226 shares; 2025Q1: 19,736 shares; 2025Q2: 18,900 shares 18,900 $3.69M 0.1% -836 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: 18,072 shares; 2024Q4: 20,463 shares; 2025Q1: 23,492 shares; 2025Q2: 25,139 shares 25,139 $3.67M 0.1% +1,647 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: 85,500 shares; 2024Q4: 97,642 shares; 2025Q1: 107,791 shares; 2025Q2: 85,806 shares 85,806 $3.67M 0.1% -21,985 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: 21,756 shares; 2024Q4: 13,600 shares; 2025Q1: 14,756 shares; 2025Q2: 26,911 shares 26,911 $3.66M 0.1% +12,155 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: 10,374 shares; 2024Q4: 9,944 shares; 2025Q1: 10,906 shares; 2025Q2: 12,454 shares 12,454 $3.64M 0.1% +1,548 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,579 shares; 2024Q4: 83,068 shares; 2025Q1: 69,338 shares; 2025Q2: 68,820 shares 68,820 $3.6M 0.09% -518 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,575 shares; 2024Q4: 87,203 shares; 2025Q1: 99,819 shares; 2025Q2: 110,019 shares 110,019 $3.59M 0.09% +10,200 Timeline VTWO 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: 2,297 shares; 2024Q4: 5,352 shares; 2025Q1: 31,453 shares; 2025Q2: 40,994 shares 40,994 $3.58M 0.09% +9,541 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: 16,591 shares; 2024Q4: 18,027 shares; 2025Q1: 25,478 shares; 2025Q2: 25,366 shares 25,366 $3.57M 0.09% -112 Timeline ESGU 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: 27,174 shares; 2024Q4: 27,557 shares; 2025Q1: 26,752 shares; 2025Q2: 26,330 shares 26,330 $3.56M 0.09% -422 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,762 shares; 2024Q4: 38,833 shares; 2025Q1: 50,371 shares; 2025Q2: 58,963 shares 58,963 $3.54M 0.09% +8,592 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: 4,663 shares; 2024Q4: 5,994 shares; 2025Q1: 6,654 shares; 2025Q2: 6,941 shares 6,941 $3.54M 0.09% +287 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: 32,135 shares; 2024Q4: 41,240 shares; 2025Q1: 29,531 shares; 2025Q2: 31,788 shares 31,788 $3.52M 0.09% +2,257 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,343 shares; 2024Q4: 70,293 shares; 2025Q1: 75,554 shares; 2025Q2: 74,574 shares 74,574 $3.51M 0.09% -980 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,901 shares; 2024Q4: 115,125 shares; 2025Q1: 119,906 shares; 2025Q2: 129,909 shares 129,909 $3.45M 0.09% +10,003 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: 9,935 shares; 2024Q4: 8,991 shares; 2025Q1: 11,391 shares; 2025Q2: 12,551 shares 12,551 $3.42M 0.09% +1,160 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,116 shares; 2024Q4: 78,994 shares; 2025Q1: 74,919 shares; 2025Q2: 87,771 shares 87,771 $3.42M 0.09% +12,852 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,252 shares; 2024Q4: 78,829 shares; 2025Q1: 82,954 shares; 2025Q2: 109,885 shares 109,885 $3.37M 0.09% +26,931 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: 29,428 shares; 2024Q4: 16,572 shares; 2025Q1: 27,307 shares; 2025Q2: 36,075 shares 36,075 $3.37M 0.09% +8,768 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: 74,436 shares; 2024Q4: 112,482 shares; 2025Q1: 47,388 shares; 2025Q2: 39,453 shares 39,453 $3.35M 0.09% -7,935 Timeline PFM 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: 59,447 shares; 2024Q4: 58,549 shares; 2025Q1: 63,466 shares; 2025Q2: 69,363 shares 69,363 $3.34M 0.09% +5,897 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: 29,529 shares; 2024Q4: 35,528 shares; 2025Q1: 49,824 shares; 2025Q2: 57,680 shares 57,680 $3.32M 0.09% +7,856 Timeline LALT 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: 33,031 shares; 2024Q4: 120,684 shares; 2025Q1: 155,656 shares; 2025Q2: 156,374 shares 156,374 $3.32M 0.09% +718 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 123,152 shares 123,152 $3.28M 0.09% new 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: 2,655 shares; 2024Q4: 4,986 shares; 2025Q1: 5,472 shares; 2025Q2: 6,027 shares 6,027 $3.28M 0.09% +555 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,217 shares; 2024Q4: 56,045 shares; 2025Q1: 56,481 shares; 2025Q2: 68,700 shares 68,700 $3.27M 0.09% +12,219 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: 24,450 shares; 2024Q4: 31,336 shares; 2025Q1: 38,451 shares; 2025Q2: 41,131 shares 41,131 $3.26M 0.09% +2,680 Timeline ICVT 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: 43,347 shares; 2024Q4: 55,618 shares; 2025Q1: 58,213 shares; 2025Q2: 36,000 shares 36,000 $3.24M 0.08% -22,213 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,544 shares; 2024Q4: 67,006 shares; 2025Q1: 74,001 shares; 2025Q2: 80,077 shares 80,077 $3.21M 0.08% +6,076 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: 5,004 shares; 2024Q4: 6,006 shares; 2025Q1: 13,414 shares; 2025Q2: 12,924 shares 12,924 $3.21M 0.08% -490 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,308 shares; 2024Q4: 58,476 shares; 2025Q1: 71,855 shares; 2025Q2: 123,636 shares 123,636 $3.19M 0.08% +51,781 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: 19,664 shares; 2024Q4: 20,438 shares; 2025Q1: 20,379 shares; 2025Q2: 22,395 shares 22,395 $3.18M 0.08% +2,016 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,122 shares; 2024Q4: 52,264 shares; 2025Q1: 62,044 shares; 2025Q2: 67,615 shares 67,615 $3.18M 0.08% +5,571 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,822 shares; 2024Q4: 37,918 shares; 2025Q1: 42,928 shares; 2025Q2: 53,075 shares 53,075 $3.17M 0.08% +10,147 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: 35,017 shares; 2024Q4: 35,104 shares; 2025Q1: 34,571 shares; 2025Q2: 35,004 shares 35,004 $3.15M 0.08% +433 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: 6,027 shares; 2024Q4: 6,831 shares; 2025Q1: 6,525 shares; 2025Q2: 7,778 shares 7,778 $3.15M 0.08% +1,253 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,215 shares; 2024Q4: 112,138 shares; 2025Q1: 124,504 shares; 2025Q2: 187,175 shares 187,175 $3.13M 0.08% +62,671 Timeline JGLO 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: 48,307 shares; 2024Q4: 48,451 shares; 2025Q1: 48,802 shares; 2025Q2: 48,580 shares 48,580 $3.13M 0.08% -222 Timeline FNDF 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: not reported; 2024Q4: not reported; 2025Q1: 26,264 shares; 2025Q2: 78,032 shares 78,032 $3.12M 0.08% +51,768 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: 16,188 shares; 2024Q4: 18,539 shares; 2025Q1: 19,846 shares; 2025Q2: 23,045 shares 23,045 $3.11M 0.08% +3,199 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: 2,250 shares; 2024Q4: 2,427 shares; 2025Q1: 11,604 shares; 2025Q2: 12,585 shares 12,585 $3.06M 0.08% +981 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,562 shares; 2024Q4: 20,672 shares; 2025Q1: 42,937 shares; 2025Q2: 52,903 shares 52,903 $3.06M 0.08% +9,966 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: 11,656 shares; 2024Q4: 21,212 shares; 2025Q1: 18,800 shares; 2025Q2: 20,984 shares 20,984 $3.05M 0.08% +2,184 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,408 shares; 2024Q4: 154,680 shares; 2025Q1: 157,906 shares; 2025Q2: 137,796 shares 137,796 $3.03M 0.08% -20,110 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: 22,799 shares; 2024Q4: 21,778 shares; 2025Q1: 23,517 shares; 2025Q2: 32,647 shares 32,647 $2.97M 0.08% +9,130 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,465 shares; 2024Q4: 39,636 shares; 2025Q1: 46,033 shares; 2025Q2: 36,517 shares 36,517 $2.96M 0.08% -9,516 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: 43,980 shares; 2024Q4: 31,841 shares; 2025Q1: 41,412 shares; 2025Q2: 67,340 shares 67,340 $2.96M 0.08% +25,928 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: 8,527 shares; 2024Q4: 8,555 shares; 2025Q1: 7,845 shares; 2025Q2: 7,638 shares 7,638 $2.95M 0.08% -207 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: 33,351 shares; 2025Q1: 37,302 shares; 2025Q2: 28,821 shares 28,821 $2.95M 0.08% -8,481 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 14,292 shares; 2025Q2: 124,687 shares 124,687 $2.95M 0.08% +110,395 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,892 shares; 2024Q4: 19,782 shares; 2025Q1: 13,226 shares; 2025Q2: 109,754 shares 109,754 $2.93M 0.08% +96,528 Timeline ILTB 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: 57,747 shares; 2024Q4: 59,652 shares; 2025Q1: 66,161 shares; 2025Q2: 59,076 shares 59,076 $2.92M 0.08% -7,085 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: 3 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares 4 $2.92M 0.08% 0 Timeline ROOT ROOT INC More: the full row for ROOT 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: 18,706 shares; 2025Q2: 22,487 shares 22,487 $2.88M 0.08% +3,781 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: 13,433 shares; 2024Q4: 16,512 shares; 2025Q1: 16,665 shares; 2025Q2: 18,799 shares 18,799 $2.86M 0.07% +2,134 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: 2,884 shares; 2024Q4: 3,106 shares; 2025Q1: 5,387 shares; 2025Q2: 5,702 shares 5,702 $2.85M 0.07% +315 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: 66,538 shares; 2024Q4: 101,459 shares; 2025Q1: 84,848 shares; 2025Q2: 51,590 shares 51,590 $2.84M 0.07% -33,258 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,367 shares; 2024Q4: 21,444 shares; 2025Q1: 24,059 shares; 2025Q2: 34,100 shares 34,100 $2.83M 0.07% +10,041 Timeline DCOR 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: 26,759 shares; 2024Q4: 28,082 shares; 2025Q1: 39,360 shares; 2025Q2: 42,220 shares 42,220 $2.82M 0.07% +2,860 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: 28,760 shares; 2024Q4: 31,138 shares; 2025Q1: 36,802 shares; 2025Q2: 27,904 shares 27,904 $2.81M 0.07% -8,898 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,907 shares; 2024Q4: 23,800 shares; 2025Q1: 25,568 shares; 2025Q2: 28,518 shares 28,518 $2.8M 0.07% +2,950 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,967 shares; 2025Q1: 11,137 shares; 2025Q2: 12,336 shares 12,336 $2.8M 0.07% +1,199 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: 63,861 shares; 2024Q4: 67,296 shares; 2025Q1: 69,704 shares; 2025Q2: 110,481 shares 110,481 $2.8M 0.07% +40,777 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,385 shares; 2025Q1: 13,711 shares; 2025Q2: 13,357 shares 13,357 $2.8M 0.07% -354 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,532 shares; 2024Q4: 14,428 shares; 2025Q1: 14,875 shares; 2025Q2: 27,414 shares 27,414 $2.77M 0.07% +12,539 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,522 shares; 2024Q4: 349,966 shares; 2025Q1: 251,767 shares; 2025Q2: 43,570 shares 43,570 $2.75M 0.07% -208,197 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: 6,773 shares; 2024Q4: 6,579 shares; 2025Q1: 6,007 shares; 2025Q2: 5,477 shares 5,477 $2.75M 0.07% -530 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,671 shares; 2024Q4: 26,980 shares; 2025Q1: 28,459 shares; 2025Q2: 27,188 shares 27,188 $2.73M 0.07% -1,271 Timeline HYDB 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: 53,894 shares; 2025Q1: 54,766 shares; 2025Q2: 57,148 shares 57,148 $2.71M 0.07% +2,382 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: 26,608 shares; 2024Q4: 29,885 shares; 2025Q1: 34,726 shares; 2025Q2: 39,054 shares 39,054 $2.71M 0.07% +4,328 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,241 shares; 2024Q4: 201,159 shares; 2025Q1: 194,417 shares; 2025Q2: 192,942 shares 192,942 $2.71M 0.07% -1,475 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 8,396 shares; 2025Q1: 11,095 shares; 2025Q2: 12,954 shares 12,954 $2.69M 0.07% +1,859 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: 10,184 shares; 2024Q4: 8,723 shares; 2025Q1: 4,887 shares; 2025Q2: 5,805 shares 5,805 $2.69M 0.07% +918 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,537 shares; 2024Q4: 24,890 shares; 2025Q1: 51,068 shares; 2025Q2: 59,382 shares 59,382 $2.69M 0.07% +8,314 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,915 shares; 2024Q4: 30,985 shares; 2025Q1: 35,002 shares; 2025Q2: 38,730 shares 38,730 $2.68M 0.07% +3,728 Timeline IWO 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: 7,642 shares; 2024Q4: 7,367 shares; 2025Q1: 8,055 shares; 2025Q2: 9,347 shares 9,347 $2.67M 0.07% +1,292 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,288 shares; 2024Q4: 29,580 shares; 2025Q1: 29,080 shares; 2025Q2: 29,120 shares 29,120 $2.67M 0.07% +40 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,955 shares; 2024Q4: 6,878 shares; 2025Q1: 14,042 shares; 2025Q2: 26,890 shares 26,890 $2.66M 0.07% +12,848 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: 5,999 shares; 2024Q4: 11,617 shares; 2025Q1: 17,058 shares; 2025Q2: 18,389 shares 18,389 $2.65M 0.07% +1,331 Timeline SCHZ 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: 47,488 shares; 2024Q4: 95,862 shares; 2025Q1: 107,021 shares; 2025Q2: 113,838 shares 113,838 $2.65M 0.07% +6,817 Timeline VGLT 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: 34,919 shares; 2024Q4: 41,087 shares; 2025Q1: 40,358 shares; 2025Q2: 47,064 shares 47,064 $2.64M 0.07% +6,706 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: 8,726 shares; 2024Q4: 16,205 shares; 2025Q1: 12,731 shares; 2025Q2: 10,669 shares 10,669 $2.63M 0.07% -2,062 Timeline VTC 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: not reported; 2024Q4: not reported; 2025Q1: 23,944 shares; 2025Q2: 33,829 shares 33,829 $2.62M 0.07% +9,885 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,321 shares; 2024Q4: 137,140 shares; 2025Q1: 112,375 shares; 2025Q2: 88,780 shares 88,780 $2.61M 0.07% -23,595 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: 12,200 shares; 2024Q4: 12,499 shares; 2025Q1: 13,772 shares; 2025Q2: 16,435 shares 16,435 $2.59M 0.07% +2,663 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: 16,060 shares; 2024Q4: 19,939 shares; 2025Q1: 35,654 shares; 2025Q2: 51,479 shares 51,479 $2.57M 0.07% +15,825 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,369 shares; 2024Q4: 43,365 shares; 2025Q1: 36,426 shares; 2025Q2: 34,762 shares 34,762 $2.54M 0.07% -1,664 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,681 shares; 2024Q4: 30,484 shares; 2025Q1: 36,277 shares; 2025Q2: 40,597 shares 40,597 $2.54M 0.07% +4,320 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: 9,906 shares; 2024Q4: 22,951 shares; 2025Q1: 26,495 shares; 2025Q2: 28,057 shares 28,057 $2.52M 0.07% +1,562 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,488 shares; 2025Q2: 59,192 shares 59,192 $2.49M 0.07% +7,704 Timeline DIVI 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: 63,341 shares; 2024Q4: 66,260 shares; 2025Q1: 65,637 shares; 2025Q2: 69,655 shares 69,655 $2.48M 0.07% +4,018 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,646 shares; 2024Q4: 54,652 shares; 2025Q1: 50,363 shares; 2025Q2: 56,552 shares 56,552 $2.48M 0.06% +6,189 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 14,732 shares; 2025Q1: 16,053 shares; 2025Q2: 15,814 shares 15,814 $2.47M 0.06% -239 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: 8,389 shares; 2024Q4: 10,410 shares; 2025Q1: 8,748 shares; 2025Q2: 8,922 shares 8,922 $2.46M 0.06% +174 Timeline DUHP 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: 58,704 shares; 2024Q4: 69,509 shares; 2025Q1: 69,181 shares; 2025Q2: 69,060 shares 69,060 $2.46M 0.06% -121 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 2,184 shares; 2025Q1: 3,271 shares; 2025Q2: 3,348 shares 3,348 $2.45M 0.06% +77 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: 18,655 shares; 2024Q4: 18,688 shares; 2025Q1: 18,364 shares; 2025Q2: 16,437 shares 16,437 $2.42M 0.06% -1,927 Timeline DFAE 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: 105,026 shares; 2024Q4: 101,149 shares; 2025Q1: 86,600 shares; 2025Q2: 83,471 shares 83,471 $2.42M 0.06% -3,129 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: 6,976 shares; 2024Q4: 11,370 shares; 2025Q1: 8,945 shares; 2025Q2: 7,800 shares 7,800 $2.41M 0.06% -1,145 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: 5,323 shares; 2024Q4: 8,318 shares; 2025Q1: 8,817 shares; 2025Q2: 10,613 shares 10,613 $2.4M 0.06% +1,796 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,695 shares; 2024Q4: 156,572 shares; 2025Q1: 160,424 shares; 2025Q2: 48,986 shares 48,986 $2.4M 0.06% -111,438 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: 158 shares; 2024Q4: 320 shares; 2025Q1: 400 shares; 2025Q2: 414 shares 414 $2.4M 0.06% +14 Timeline PMBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,331 shares 48,331 $2.37M 0.06% new 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: 4,268 shares; 2024Q4: 4,591 shares; 2025Q1: 7,855 shares; 2025Q2: 8,412 shares 8,412 $2.35M 0.06% +557 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,837 shares; 2024Q4: 26,642 shares; 2025Q1: 29,046 shares; 2025Q2: 21,659 shares 21,659 $2.35M 0.06% -7,387 Timeline IEF 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: 10,192 shares; 2024Q4: 14,368 shares; 2025Q1: 21,761 shares; 2025Q2: 24,535 shares 24,535 $2.35M 0.06% +2,774 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: 7,714 shares; 2024Q4: 10,321 shares; 2025Q1: 10,508 shares; 2025Q2: 14,731 shares 14,731 $2.35M 0.06% +4,223 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,352 shares; 2024Q4: 15,768 shares; 2025Q1: 4,407 shares; 2025Q2: 44,894 shares 44,894 $2.34M 0.06% +40,487 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: 24,915 shares; 2024Q4: 38,363 shares; 2025Q1: 32,088 shares; 2025Q2: 36,925 shares 36,925 $2.32M 0.06% +4,837 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,799 shares; 2024Q4: 153,482 shares; 2025Q1: 152,526 shares; 2025Q2: 44,816 shares 44,816 $2.32M 0.06% -107,710 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: 13,362 shares; 2024Q4: 20,474 shares; 2025Q1: 40,966 shares; 2025Q2: 44,653 shares 44,653 $2.31M 0.06% +3,687 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: 2,710 shares; 2024Q4: 2,594 shares; 2025Q1: 2,393 shares; 2025Q2: 2,582 shares 2,582 $2.31M 0.06% +189 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: 31,832 shares; 2024Q4: 35,968 shares; 2025Q1: 22,442 shares; 2025Q2: 25,025 shares 25,025 $2.3M 0.06% +2,583 Timeline LDUR 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: 15,408 shares; 2024Q4: 13,720 shares; 2025Q1: 17,354 shares; 2025Q2: 23,923 shares 23,923 $2.29M 0.06% +6,569 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,082 shares; 2025Q1: 3,846 shares; 2025Q2: 5,671 shares 5,671 $2.29M 0.06% +1,825 Timeline BBIN 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: 38,810 shares; 2024Q4: 38,561 shares; 2025Q1: 34,888 shares; 2025Q2: 33,502 shares 33,502 $2.26M 0.06% -1,386 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q1: not reported; 2025Q2: 74,681 shares 74,681 $2.25M 0.06% new Timeline IEFA 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: 13,467 shares; 2024Q4: 15,650 shares; 2025Q1: 15,813 shares; 2025Q2: 26,852 shares 26,852 $2.24M 0.06% +11,039 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: 7,475 shares; 2024Q4: 5,355 shares; 2025Q1: 5,983 shares; 2025Q2: 5,033 shares 5,033 $2.24M 0.06% -950 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,548 shares; 2024Q4: 53,985 shares; 2025Q1: 51,994 shares; 2025Q2: 54,620 shares 54,620 $2.23M 0.06% +2,626 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: 14,128 shares; 2024Q4: 14,182 shares; 2025Q1: 14,807 shares; 2025Q2: 17,308 shares 17,308 $2.23M 0.06% +2,501 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,470 shares; 2024Q4: 41,974 shares; 2025Q1: 28,408 shares; 2025Q2: 59,011 shares 59,011 $2.23M 0.06% +30,603 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: 29,980 shares; 2024Q4: 38,375 shares; 2025Q1: 75,382 shares; 2025Q2: 83,785 shares 83,785 $2.22M 0.06% +8,403 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: 18,957 shares; 2024Q4: 40,912 shares; 2025Q1: 26,478 shares; 2025Q2: 35,657 shares 35,657 $2.18M 0.06% +9,179 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: not reported; 2024Q4: not reported; 2025Q1: 92,019 shares; 2025Q2: 98,874 shares 98,874 $2.18M 0.06% +6,855 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,978 shares; 2024Q4: 24,533 shares; 2025Q1: 29,247 shares; 2025Q2: 30,659 shares 30,659 $2.18M 0.06% +1,412 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,252 shares; 2025Q1: 5,721 shares; 2025Q2: 16,556 shares 16,556 $2.17M 0.06% +10,835 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 17,134 shares; 2025Q1: 34,848 shares; 2025Q2: 36,962 shares 36,962 $2.17M 0.06% +2,114 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: 1,198 shares; 2024Q4: 1,443 shares; 2025Q1: 1,199 shares; 2025Q2: 2,103 shares 2,103 $2.16M 0.06% +904 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: 2,078 shares; 2024Q4: 2,586 shares; 2025Q1: 4,465 shares; 2025Q2: 5,464 shares 5,464 $2.16M 0.06% +999 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,893 shares; 2024Q4: 179,816 shares; 2025Q1: 167,996 shares; 2025Q2: 164,686 shares 164,686 $2.15M 0.06% -3,310 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,953 shares; 2025Q1: 3,881 shares; 2025Q2: 3,723 shares 3,723 $2.15M 0.06% -158 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,508 shares; 2025Q1: 1,486 shares; 2025Q2: 23,794 shares 23,794 $2.14M 0.06% +22,308 Timeline JNK 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: 14,578 shares; 2024Q4: 26,916 shares; 2025Q1: 13,828 shares; 2025Q2: 22,038 shares 22,038 $2.14M 0.06% +8,210 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 4,744 shares 4,744 $2.14M 0.06% new Timeline JIRE 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: 22,634 shares; 2024Q4: 24,483 shares; 2025Q1: 23,665 shares; 2025Q2: 29,948 shares 29,948 $2.12M 0.06% +6,283 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,327 shares; 2024Q4: 88,661 shares; 2025Q1: 134,882 shares; 2025Q2: 76,482 shares 76,482 $2.12M 0.06% -58,400 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: 27,238 shares; 2024Q4: 29,302 shares; 2025Q1: 32,279 shares; 2025Q2: 41,202 shares 41,202 $2.12M 0.06% +8,923 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: 11,448 shares; 2024Q4: 12,517 shares; 2025Q1: 11,365 shares; 2025Q2: 17,041 shares 17,041 $2.11M 0.06% +5,676 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 14,548 shares; 2025Q1: 19,257 shares; 2025Q2: 19,920 shares 19,920 $2.11M 0.06% +663 Timeline JAVA 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: 38,249 shares; 2024Q4: 42,831 shares; 2025Q1: 35,571 shares; 2025Q2: 32,037 shares 32,037 $2.1M 0.05% -3,534 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,876 shares; 2024Q4: 56,156 shares; 2025Q1: 72,868 shares; 2025Q2: 50,316 shares 50,316 $2.08M 0.05% -22,552 Timeline BIZD 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: not reported; 2024Q4: 136,837 shares; 2025Q1: 142,938 shares; 2025Q2: 127,595 shares 127,595 $2.08M 0.05% -15,343 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 64,833 shares; 2025Q1: 63,053 shares; 2025Q2: 57,193 shares 57,193 $2.07M 0.05% -5,860 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: 6,956 shares; 2024Q4: 5,032 shares; 2025Q1: 4,684 shares; 2025Q2: 5,905 shares 5,905 $2.07M 0.05% +1,221 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 9,765 shares; 2025Q1: 13,071 shares; 2025Q2: 15,032 shares 15,032 $2.07M 0.05% +1,961 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 4,235 shares; 2025Q1: 4,529 shares; 2025Q2: 19,534 shares 19,534 $2.06M 0.05% +15,005 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 8,070 shares; 2025Q1: 5,929 shares; 2025Q2: 6,541 shares 6,541 $2.05M 0.05% +612 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 4,319 shares; 2025Q1: 4,748 shares; 2025Q2: 2,465 shares 2,465 $2.04M 0.05% -2,283 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: 25,053 shares; 2024Q4: 25,398 shares; 2025Q1: 27,404 shares; 2025Q2: 27,991 shares 27,991 $2.04M 0.05% +587 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 47,620 shares 47,620 $2.03M 0.05% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,743 shares; 2024Q4: 7,431 shares; 2025Q1: 9,519 shares; 2025Q2: 12,293 shares 12,293 $2.01M 0.05% +2,774 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 12,827 shares; 2025Q1: 12,692 shares; 2025Q2: 12,332 shares 12,332 $2M 0.05% -360 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,507 shares; 2024Q4: 11,577 shares; 2025Q1: 13,541 shares; 2025Q2: 16,502 shares 16,502 $1.97M 0.05% +2,961 Timeline GAPR 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: 16,039 shares; 2024Q4: 33,840 shares; 2025Q1: 15,292 shares; 2025Q2: 51,447 shares 51,447 $1.97M 0.05% +36,155 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 6,501 shares; 2025Q1: 9,794 shares; 2025Q2: 11,873 shares 11,873 $1.97M 0.05% +2,079 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,681 shares; 2025Q1: 3,388 shares; 2025Q2: 3,835 shares 3,835 $1.97M 0.05% +447 Timeline LQD 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: 26,977 shares; 2024Q4: 24,882 shares; 2025Q1: 25,464 shares; 2025Q2: 17,803 shares 17,803 $1.95M 0.05% -7,661 Timeline TQQQ 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: 19,853 shares; 2024Q4: 22,134 shares; 2025Q1: 23,212 shares; 2025Q2: 23,500 shares 23,500 $1.95M 0.05% +288 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: 3,969 shares; 2024Q4: 5,007 shares; 2025Q1: 8,497 shares; 2025Q2: 8,934 shares 8,934 $1.95M 0.05% +437 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,217 shares; 2024Q4: 84,379 shares; 2025Q1: 56,557 shares; 2025Q2: 44,630 shares 44,630 $1.94M 0.05% -11,927 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 47,307 shares; 2025Q1: 44,957 shares; 2025Q2: 50,418 shares 50,418 $1.93M 0.05% +5,461 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,320 shares; 2024Q4: 37,074 shares; 2025Q1: 37,403 shares; 2025Q2: 39,301 shares 39,301 $1.93M 0.05% +1,898 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: 7,823 shares; 2024Q4: 6,575 shares; 2025Q1: 6,512 shares; 2025Q2: 25,965 shares 25,965 $1.92M 0.05% +19,453 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: 7,231 shares; 2024Q4: 15,383 shares; 2025Q1: 15,842 shares; 2025Q2: 15,518 shares 15,518 $1.91M 0.05% -324 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: 1,370 shares; 2024Q4: 1,517 shares; 2025Q1: 2,663 shares; 2025Q2: 2,366 shares 2,366 $1.9M 0.05% -297 Timeline IJK 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: 16,634 shares; 2024Q4: 26,052 shares; 2025Q1: 17,374 shares; 2025Q2: 20,671 shares 20,671 $1.88M 0.05% +3,297 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,049 shares; 2025Q1: 6,025 shares; 2025Q2: 6,095 shares 6,095 $1.88M 0.05% +70 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,183 shares; 2024Q4: 84,865 shares; 2025Q1: 58,188 shares; 2025Q2: 57,340 shares 57,340 $1.88M 0.05% -848 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 30,737 shares; 2025Q1: 39,397 shares; 2025Q2: 91,375 shares 91,375 $1.87M 0.05% +51,978 Timeline DFUS 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: 28,895 shares; 2024Q4: 30,813 shares; 2025Q1: 27,108 shares; 2025Q2: 27,853 shares 27,853 $1.87M 0.05% +745 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: not reported; 2024Q4: 13,629 shares; 2025Q1: 13,404 shares; 2025Q2: 18,933 shares 18,933 $1.84M 0.05% +5,529 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,446 shares; 2024Q4: 19,838 shares; 2025Q1: 15,595 shares; 2025Q2: 17,150 shares 17,150 $1.84M 0.05% +1,555 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: 24,599 shares; 2024Q4: 21,237 shares; 2025Q1: 23,696 shares; 2025Q2: 19,624 shares 19,624 $1.84M 0.05% -4,072 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: 5,386 shares; 2024Q4: 5,708 shares; 2025Q1: 5,645 shares; 2025Q2: 6,099 shares 6,099 $1.83M 0.05% +454 Timeline DFGP 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: 20,827 shares; 2024Q4: 27,492 shares; 2025Q1: 32,476 shares; 2025Q2: 33,032 shares 33,032 $1.8M 0.05% +556 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,402 shares; 2024Q4: 73,172 shares; 2025Q1: 68,512 shares; 2025Q2: 54,851 shares 54,851 $1.79M 0.05% -13,661 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,906 shares; 2024Q4: 60,404 shares; 2025Q1: 26,331 shares; 2025Q2: 42,019 shares 42,019 $1.79M 0.05% +15,688 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,624 shares; 2024Q4: 36,316 shares; 2025Q1: 30,860 shares; 2025Q2: 47,913 shares 47,913 $1.79M 0.05% +17,053 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,701 shares; 2024Q4: 291,213 shares; 2025Q1: 180,322 shares; 2025Q2: 164,437 shares 164,437 $1.78M 0.05% -15,885 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,742 shares; 2024Q4: 18,897 shares; 2025Q1: 17,898 shares; 2025Q2: 21,670 shares 21,670 $1.77M 0.05% +3,772 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 2,211 shares; 2025Q1: 4,210 shares; 2025Q2: 4,299 shares 4,299 $1.76M 0.05% +89 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,848 shares; 2025Q1: 12,712 shares; 2025Q2: 25,484 shares 25,484 $1.76M 0.05% +12,772 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 13,116 shares; 2025Q1: 11,986 shares; 2025Q2: 11,425 shares 11,425 $1.76M 0.05% -561 Timeline DGRO 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: 19,504 shares; 2024Q4: 26,098 shares; 2025Q1: 26,017 shares; 2025Q2: 27,401 shares 27,401 $1.75M 0.05% +1,384 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,369 shares; 2024Q4: 138,190 shares; 2025Q1: 168,712 shares; 2025Q2: 189,301 shares 189,301 $1.74M 0.05% +20,589 STWD STARWOOD PPTY TR INC More: the full row for STARWOOD 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: not reported; 2024Q4: 112,422 shares; 2025Q1: 102,679 shares; 2025Q2: 85,859 shares 85,859 $1.72M 0.05% -16,820 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: 1,933 shares; 2024Q4: 2,251 shares; 2025Q1: 2,272 shares; 2025Q2: 2,283 shares 2,283 $1.72M 0.05% +11 Timeline DFAX 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: 36,138 shares; 2024Q4: 34,402 shares; 2025Q1: 58,133 shares; 2025Q2: 58,473 shares 58,473 $1.72M 0.04% +340 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: 2,161 shares; 2024Q4: 2,632 shares; 2025Q1: 2,701 shares; 2025Q2: 3,238 shares 3,238 $1.71M 0.04% +537 Timeline DFIC 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: 44,748 shares; 2024Q4: 46,937 shares; 2025Q1: 50,215 shares; 2025Q2: 55,093 shares 55,093 $1.71M 0.04% +4,878 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,896 shares; 2024Q4: 4,621 shares; 2025Q1: 10,569 shares; 2025Q2: 13,256 shares 13,256 $1.71M 0.04% +2,687 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,593 shares; 2024Q4: 70,470 shares; 2025Q1: 72,395 shares; 2025Q2: 72,653 shares 72,653 $1.7M 0.04% +258 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 27,580 shares; 2025Q2: 67,246 shares 67,246 $1.68M 0.04% +39,666 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 3,835 shares; 2025Q1: 5,532 shares; 2025Q2: 5,343 shares 5,343 $1.68M 0.04% -189 Timeline HYGW 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: 49,831 shares; 2025Q1: 48,958 shares; 2025Q2: 54,797 shares 54,797 $1.68M 0.04% +5,839 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 7,175 shares; 2025Q1: 16,080 shares; 2025Q2: 20,396 shares 20,396 $1.67M 0.04% +4,316 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,473 shares; 2024Q4: 37,790 shares; 2025Q1: 49,099 shares; 2025Q2: 48,591 shares 48,591 $1.66M 0.04% -508 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,904 shares; 2024Q4: 74,098 shares; 2025Q1: 103,896 shares; 2025Q2: 89,200 shares 89,200 $1.66M 0.04% -14,696 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,419 shares; 2024Q4: 84,086 shares; 2025Q1: 83,762 shares; 2025Q2: 87,061 shares 87,061 $1.64M 0.04% +3,299 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: 33,692 shares; 2024Q4: 30,779 shares; 2025Q1: 32,748 shares; 2025Q2: 35,258 shares 35,258 $1.63M 0.04% +2,510 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 7,003 shares; 2025Q1: 6,090 shares; 2025Q2: 7,765 shares 7,765 $1.63M 0.04% +1,675 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,139 shares; 2024Q4: 25,134 shares; 2025Q1: 26,985 shares; 2025Q2: 29,013 shares 29,013 $1.63M 0.04% +2,028 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,857 shares; 2025Q1: 3,682 shares; 2025Q2: 4,788 shares 4,788 $1.62M 0.04% +1,106 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 12,643 shares; 2025Q1: 12,704 shares; 2025Q2: 13,988 shares 13,988 $1.61M 0.04% +1,284 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: 11,502 shares; 2024Q4: 12,695 shares; 2025Q1: 12,349 shares; 2025Q2: 10,467 shares 10,467 $1.6M 0.04% -1,882 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 10,016 shares; 2025Q1: 17,613 shares; 2025Q2: 20,508 shares 20,508 $1.6M 0.04% +2,895 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: 9,945 shares; 2025Q2: 9,059 shares 9,059 $1.59M 0.04% -886 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,600 shares; 2024Q4: 43,655 shares; 2025Q1: 42,359 shares; 2025Q2: 41,849 shares 41,849 $1.59M 0.04% -510 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 15,433 shares; 2025Q1: 20,953 shares; 2025Q2: 16,936 shares 16,936 $1.58M 0.04% -4,017 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,337 shares; 2024Q4: 28,718 shares; 2025Q1: 29,796 shares; 2025Q2: 31,595 shares 31,595 $1.58M 0.04% +1,799 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 11,659 shares; 2025Q1: 49,616 shares; 2025Q2: 49,536 shares 49,536 $1.58M 0.04% -80 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 16,870 shares; 2025Q1: 30,233 shares; 2025Q2: 30,801 shares 30,801 $1.57M 0.04% +568 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: 3,489 shares; 2024Q4: 8,531 shares; 2025Q1: 4,527 shares; 2025Q2: 8,075 shares 8,075 $1.57M 0.04% +3,548 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 2,390 shares; 2025Q1: 2,394 shares; 2025Q2: 4,960 shares 4,960 $1.56M 0.04% +2,566 Timeline JPIN 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: 39,389 shares; 2024Q4: 32,621 shares; 2025Q1: 27,660 shares; 2025Q2: 24,268 shares 24,268 $1.56M 0.04% -3,392 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,041 shares; 2024Q4: 18,118 shares; 2025Q1: 18,879 shares; 2025Q2: 19,034 shares 19,034 $1.55M 0.04% +155 Timeline FMF 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: 21,475 shares; 2024Q4: 28,245 shares; 2025Q1: 32,246 shares; 2025Q2: 33,971 shares 33,971 $1.54M 0.04% +1,725 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: not reported; 2024Q4: 723 shares; 2025Q1: 1,027 shares; 2025Q2: 1,461 shares 1,461 $1.53M 0.04% +434 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,632 shares; 2024Q4: 48,278 shares; 2025Q1: 51,878 shares; 2025Q2: 54,917 shares 54,917 $1.52M 0.04% +3,039 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 57,861 shares 57,861 $1.52M 0.04% new 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: 8,285 shares; 2024Q4: 13,589 shares; 2025Q1: 12,142 shares; 2025Q2: 11,396 shares 11,396 $1.51M 0.04% -746 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 15,882 shares; 2025Q1: 17,568 shares; 2025Q2: 17,653 shares 17,653 $1.5M 0.04% +85 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 5,224 shares; 2025Q1: 9,585 shares; 2025Q2: 11,935 shares 11,935 $1.5M 0.04% +2,350 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: 93,826 shares; 2024Q4: 106,538 shares; 2025Q1: 42,758 shares; 2025Q2: 45,817 shares 45,817 $1.49M 0.04% +3,059 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 11,271 shares; 2025Q1: 11,514 shares; 2025Q2: 14,839 shares 14,839 $1.49M 0.04% +3,325 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,982 shares; 2025Q1: 7,237 shares; 2025Q2: 7,601 shares 7,601 $1.49M 0.04% +364 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 15,984 shares; 2025Q1: 20,558 shares; 2025Q2: 33,745 shares 33,745 $1.49M 0.04% +13,187 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,380 shares; 2024Q4: 27,223 shares; 2025Q1: 40,849 shares; 2025Q2: 45,763 shares 45,763 $1.49M 0.04% +4,914 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,721 shares; 2024Q4: 39,733 shares; 2025Q1: 35,847 shares; 2025Q2: 44,257 shares 44,257 $1.49M 0.04% +8,410 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: 9,088 shares; 2024Q4: 10,326 shares; 2025Q1: 8,722 shares; 2025Q2: 8,583 shares 8,583 $1.48M 0.04% -139 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,017 shares; 2024Q4: 44,960 shares; 2025Q1: 49,497 shares; 2025Q2: 48,580 shares 48,580 $1.47M 0.04% -917 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,596 shares; 2025Q1: 1,513 shares; 2025Q2: 1,911 shares 1,911 $1.47M 0.04% +398 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE 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: not reported; 2025Q2: 26,972 shares 26,972 $1.46M 0.04% new 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: 9,739 shares; 2024Q4: 10,697 shares; 2025Q1: 11,078 shares; 2025Q2: 12,404 shares 12,404 $1.46M 0.04% +1,326 Timeline MINO 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: 19,320 shares; 2024Q4: 20,777 shares; 2025Q1: 23,852 shares; 2025Q2: 32,881 shares 32,881 $1.45M 0.04% +9,029 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,735 shares; 2025Q1: 4,861 shares; 2025Q2: 14,742 shares 14,742 $1.45M 0.04% +9,881 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,010 shares 14,010 $1.44M 0.04% new 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: 4,015 shares; 2024Q4: 4,702 shares; 2025Q1: 4,540 shares; 2025Q2: 6,180 shares 6,180 $1.44M 0.04% +1,640 Timeline GAP GAP INC More: the full row for GAP 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: 60,659 shares; 2025Q2: 65,916 shares 65,916 $1.44M 0.04% +5,257 Timeline SCHI 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: 11,408 shares; 2024Q4: 56,017 shares; 2025Q1: 66,571 shares; 2025Q2: 62,636 shares 62,636 $1.43M 0.04% -3,935 Timeline BBHY 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: 41,470 shares; 2024Q4: 43,263 shares; 2025Q1: 44,786 shares; 2025Q2: 30,402 shares 30,402 $1.42M 0.04% -14,384 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,572 shares; 2024Q4: 11,959 shares; 2025Q1: 11,219 shares; 2025Q2: 11,411 shares 11,411 $1.41M 0.04% +192 Timeline SPTM 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: 31,927 shares; 2024Q4: 17,877 shares; 2025Q1: 20,245 shares; 2025Q2: 18,738 shares 18,738 $1.4M 0.04% -1,507 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 11,767 shares; 2025Q1: 11,291 shares; 2025Q2: 11,009 shares 11,009 $1.4M 0.04% -282 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: 2,087 shares; 2024Q4: 4,686 shares; 2025Q1: 4,903 shares; 2025Q2: 6,537 shares 6,537 $1.39M 0.04% +1,634 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: 10,980 shares; 2024Q4: 12,052 shares; 2025Q1: 14,620 shares; 2025Q2: 15,259 shares 15,259 $1.39M 0.04% +639 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,200 shares; 2024Q4: 32,922 shares; 2025Q1: 33,040 shares; 2025Q2: 32,776 shares 32,776 $1.38M 0.04% -264 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: 8,780 shares; 2024Q4: 9,101 shares; 2025Q1: 9,177 shares; 2025Q2: 9,339 shares 9,339 $1.38M 0.04% +162 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: 47,893 shares; 2024Q4: 43,695 shares; 2025Q1: 39,659 shares; 2025Q2: 38,931 shares 38,931 $1.37M 0.04% -728 Timeline SPMD 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: 15,877 shares; 2024Q4: 30,079 shares; 2025Q1: 35,090 shares; 2025Q2: 25,140 shares 25,140 $1.37M 0.04% -9,950 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,453 shares; 2025Q1: 25,987 shares; 2025Q2: 33,642 shares 33,642 $1.37M 0.04% +7,655 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 5,642 shares; 2025Q1: 7,679 shares; 2025Q2: 12,667 shares 12,667 $1.36M 0.04% +4,988 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: not reported; 2025Q2: 3,015 shares 3,015 $1.36M 0.04% new Timeline TIP 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: 4,301 shares; 2024Q4: 11,553 shares; 2025Q1: 11,047 shares; 2025Q2: 12,281 shares 12,281 $1.35M 0.04% +1,234 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,259 shares; 2024Q4: 7,293 shares; 2025Q1: 7,881 shares; 2025Q2: 7,764 shares 7,764 $1.35M 0.04% -117 Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,817 shares; 2024Q4: 25,224 shares; 2025Q1: 30,173 shares; 2025Q2: 27,546 shares 27,546 $1.34M 0.04% -2,627 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: 10,509 shares; 2024Q4: 10,683 shares; 2025Q1: 6,480 shares; 2025Q2: 6,911 shares 6,911 $1.34M 0.04% +431 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 11,807 shares; 2025Q1: 13,142 shares; 2025Q2: 14,568 shares 14,568 $1.34M 0.04% +1,426 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 10,156 shares; 2025Q1: 14,499 shares; 2025Q2: 14,587 shares 14,587 $1.34M 0.04% +88 Timeline SKYY 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: 12,241 shares; 2024Q4: 9,615 shares; 2025Q1: 7,900 shares; 2025Q2: 10,920 shares 10,920 $1.33M 0.03% +3,020 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,724 shares; 2024Q4: 30,724 shares; 2025Q1: 34,038 shares; 2025Q2: 34,038 shares 34,038 $1.33M 0.03% 0 Timeline DAPR 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: not reported; 2024Q4: 19,908 shares; 2025Q1: not reported; 2025Q2: 35,084 shares 35,084 $1.32M 0.03% new Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 33,991 shares; 2025Q1: 22,322 shares; 2025Q2: 18,391 shares 18,391 $1.31M 0.03% -3,931 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 6,480 shares; 2025Q1: 6,409 shares; 2025Q2: 7,307 shares 7,307 $1.31M 0.03% +898 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: 10,080 shares; 2024Q4: 6,961 shares; 2025Q1: 16,349 shares; 2025Q2: 25,047 shares 25,047 $1.31M 0.03% +8,698 Timeline XAPR 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: 18,451 shares; 2024Q4: 28,548 shares; 2025Q1: not reported; 2025Q2: 37,271 shares 37,271 $1.31M 0.03% new 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: 2,749 shares; 2024Q4: 2,989 shares; 2025Q1: 3,119 shares; 2025Q2: 3,847 shares 3,847 $1.31M 0.03% +728 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,984 shares; 2024Q4: 114,548 shares; 2025Q1: 117,176 shares; 2025Q2: 24,137 shares 24,137 $1.3M 0.03% -93,039 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: 6,054 shares; 2024Q4: 10,767 shares; 2025Q1: 19,834 shares; 2025Q2: 25,341 shares 25,341 $1.28M 0.03% +5,507 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 2,392 shares; 2025Q1: 2,293 shares; 2025Q2: 2,389 shares 2,389 $1.28M 0.03% +96 Timeline JPIE 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: 36,878 shares; 2024Q4: 31,494 shares; 2025Q1: 35,857 shares; 2025Q2: 27,553 shares 27,553 $1.28M 0.03% -8,304 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 7,406 shares; 2025Q1: 6,729 shares; 2025Q2: 6,304 shares 6,304 $1.27M 0.03% -425 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 5,084 shares; 2025Q1: 5,416 shares; 2025Q2: 5,437 shares 5,437 $1.27M 0.03% +21 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,923 shares; 2024Q4: 10,016 shares; 2025Q1: 9,689 shares; 2025Q2: 9,920 shares 9,920 $1.26M 0.03% +231 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: 9,637 shares; 2024Q4: 13,892 shares; 2025Q1: 14,951 shares; 2025Q2: 15,733 shares 15,733 $1.26M 0.03% +782 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: 1,614 shares; 2024Q4: 3,226 shares; 2025Q1: 4,755 shares; 2025Q2: 5,501 shares 5,501 $1.26M 0.03% +746 Timeline SPLB 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: not reported; 2024Q4: not reported; 2025Q1: 40,517 shares; 2025Q2: 55,498 shares 55,498 $1.25M 0.03% +14,981 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 16,205 shares; 2025Q1: 18,131 shares; 2025Q2: 18,461 shares 18,461 $1.24M 0.03% +330 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,914 shares; 2024Q4: 22,717 shares; 2025Q1: 19,299 shares; 2025Q2: 22,015 shares 22,015 $1.23M 0.03% +2,716 Timeline IGSB 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: 5,565 shares; 2024Q4: 5,988 shares; 2025Q1: 15,626 shares; 2025Q2: 23,366 shares 23,366 $1.23M 0.03% +7,740 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 8,361 shares; 2025Q1: 8,653 shares; 2025Q2: 8,683 shares 8,683 $1.23M 0.03% +30 Timeline IBTG 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: 32,210 shares; 2024Q4: 41,425 shares; 2025Q1: 40,180 shares; 2025Q2: 53,680 shares 53,680 $1.23M 0.03% +13,500 Timeline VLUE 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: 11,153 shares; 2024Q4: 10,420 shares; 2025Q1: 10,291 shares; 2025Q2: 10,832 shares 10,832 $1.23M 0.03% +541 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 46,907 shares 46,907 $1.22M 0.03% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,544 shares; 2024Q4: 24,488 shares; 2025Q1: 17,711 shares; 2025Q2: 30,655 shares 30,655 $1.22M 0.03% +12,944 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,672 shares; 2024Q4: 12,479 shares; 2025Q1: 14,110 shares; 2025Q2: 13,852 shares 13,852 $1.21M 0.03% -258 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,366 shares; 2024Q4: 31,053 shares; 2025Q1: 30,399 shares; 2025Q2: 30,688 shares 30,688 $1.2M 0.03% +289 Timeline EEM 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: 17,670 shares; 2024Q4: 22,557 shares; 2025Q1: 24,308 shares; 2025Q2: 24,888 shares 24,888 $1.2M 0.03% +580 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: not reported; 2025Q1: not reported; 2025Q2: 15,811 shares 15,811 $1.19M 0.03% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 8,097 shares; 2025Q1: 9,508 shares; 2025Q2: 11,704 shares 11,704 $1.19M 0.03% +2,196 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: 3,033 shares; 2024Q4: 3,073 shares; 2025Q1: 3,364 shares; 2025Q2: 3,761 shares 3,761 $1.17M 0.03% +397 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 13,818 shares; 2025Q1: 20,656 shares; 2025Q2: 30,001 shares 30,001 $1.16M 0.03% +9,345 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: 9,396 shares; 2024Q4: 10,241 shares; 2025Q1: 10,793 shares; 2025Q2: 12,635 shares 12,635 $1.16M 0.03% +1,842 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: 9,008 shares; 2024Q4: 9,934 shares; 2025Q1: 11,152 shares; 2025Q2: 11,161 shares 11,161 $1.16M 0.03% +9 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: 3,654 shares; 2024Q4: 4,036 shares; 2025Q1: 6,644 shares; 2025Q2: 6,811 shares 6,811 $1.14M 0.03% +167 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: 11,059 shares; 2024Q4: 10,723 shares; 2025Q1: 11,828 shares; 2025Q2: 10,474 shares 10,474 $1.14M 0.03% -1,354 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,621 shares; 2024Q4: 39,799 shares; 2025Q1: 47,080 shares; 2025Q2: 36,809 shares 36,809 $1.14M 0.03% -10,271 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,345 shares; 2024Q4: not reported; 2025Q1: 10,990 shares; 2025Q2: 44,554 shares 44,554 $1.14M 0.03% +33,564 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 7,315 shares; 2025Q1: 8,446 shares; 2025Q2: 25,973 shares 25,973 $1.14M 0.03% +17,527 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,927 shares; 2025Q1: 3,157 shares; 2025Q2: 2,561 shares 2,561 $1.13M 0.03% -596 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,786 shares; 2025Q1: 9,117 shares; 2025Q2: 12,518 shares 12,518 $1.13M 0.03% +3,401 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 2,157 shares; 2025Q1: 2,352 shares; 2025Q2: 2,106 shares 2,106 $1.13M 0.03% -246 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: 2,555 shares; 2024Q4: 9,197 shares; 2025Q1: 4,014 shares; 2025Q2: 4,700 shares 4,700 $1.12M 0.03% +686 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: 22,176 shares; 2024Q4: 31,055 shares; 2025Q1: 34,787 shares; 2025Q2: 35,085 shares 35,085 $1.12M 0.03% +298 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: 25,800 shares; 2024Q4: 22,230 shares; 2025Q1: 21,000 shares; 2025Q2: 19,818 shares 19,818 $1.11M 0.03% -1,182 Timeline