IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642,814 shares; 2024Q4: 4,663,212 shares; 2025Q1: 3,994,075 shares; 2025Q2: 3,024,929 shares; 2025Q3: 3,065,138 shares 3,065,138 $2.05B 7.56% +40,209 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243,988 shares; 2024Q4: 5,365,087 shares; 2025Q1: 5,124,012 shares; 2025Q2: 5,027,841 shares; 2025Q3: 4,793,792 shares 4,793,792 $1.31B 4.84% -234,049 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099,651 shares; 2024Q4: 2,094,533 shares; 2025Q1: 1,821,789 shares; 2025Q2: 1,815,609 shares; 2025Q3: 1,824,955 shares 1,824,955 $1.12B 4.12% +9,346 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,479,567 shares; 2024Q4: 32,186,775 shares; 2025Q1: 27,793,536 shares; 2025Q2: 26,334,834 shares; 2025Q3: 26,768,520 shares 26,768,520 $1.09B 4.02% +433,686 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,636 shares; 2024Q4: 66,545 shares; 2025Q1: 58,628 shares; 2025Q2: 2,564,980 shares; 2025Q3: 2,659,014 shares 2,659,014 $781M 2.88% +94,034 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,284,425 shares; 2024Q4: 15,636,699 shares; 2025Q1: 9,044,309 shares; 2025Q2: 8,802,068 shares; 2025Q3: 8,798,851 shares 8,798,851 $768M 2.83% -3,217 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,259,934 shares; 2024Q4: 8,036,066 shares; 2025Q1: 8,877,389 shares; 2025Q2: 10,924,248 shares; 2025Q3: 11,416,870 shares 11,416,870 $753M 2.77% +492,622 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,845,980 shares; 2024Q4: 16,681,363 shares; 2025Q1: 16,866,256 shares; 2025Q2: 18,959,615 shares; 2025Q3: 7,471,419 shares 7,471,419 $749M 2.76% -11,488,196 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,566,002 shares; 2024Q4: 13,830,636 shares; 2025Q1: 12,998,087 shares; 2025Q2: 11,789,506 shares; 2025Q3: 11,854,360 shares 11,854,360 $710M 2.62% +64,854 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,768,114 shares; 2024Q4: 21,442,516 shares; 2025Q1: 16,172,047 shares; 2025Q2: 14,044,456 shares; 2025Q3: 12,103,838 shares 12,103,838 $565M 2.08% -1,940,618 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854,915 shares; 2024Q4: 6,167,862 shares; 2025Q1: 6,271,190 shares; 2025Q2: 6,568,250 shares; 2025Q3: 6,238,637 shares 6,238,637 $548M 2.02% -329,613 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855,811 shares; 2024Q4: 10,428,733 shares; 2025Q1: 7,215,183 shares; 2025Q2: 8,959,087 shares; 2025Q3: 7,814,251 shares 7,814,251 $530M 1.95% -1,144,836 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,414,168 shares; 2024Q4: 10,506,588 shares; 2025Q1: 9,880,335 shares; 2025Q2: 9,035,690 shares; 2025Q3: 9,775,154 shares 9,775,154 $483M 1.78% +739,464 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,337,598 shares; 2024Q4: 17,978,057 shares; 2025Q1: 16,044,766 shares; 2025Q2: 15,311,688 shares; 2025Q3: 16,147,472 shares 16,147,472 $482M 1.78% +835,784 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,552,710 shares; 2024Q4: 19,075,278 shares; 2025Q1: 16,185,707 shares; 2025Q2: 15,180,772 shares; 2025Q3: 13,303,948 shares 13,303,948 $472M 1.74% -1,876,824 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,925,572 shares; 2024Q4: 9,718,066 shares; 2025Q1: 7,163,492 shares; 2025Q2: 6,669,338 shares; 2025Q3: 7,862,403 shares 7,862,403 $465M 1.72% +1,193,065 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992,230 shares; 2024Q4: 5,855,956 shares; 2025Q1: 4,474,738 shares; 2025Q2: 3,746,387 shares; 2025Q3: 3,551,332 shares 3,551,332 $429M 1.58% -195,055 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823,373 shares; 2024Q4: 3,884,250 shares; 2025Q1: 3,944,685 shares; 2025Q2: 2,775,076 shares; 2025Q3: 2,823,287 shares 2,823,287 $394M 1.45% +48,211 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207,312 shares; 2024Q4: 3,218,965 shares; 2025Q1: 2,556,712 shares; 2025Q2: 2,398,080 shares; 2025Q3: 1,905,416 shares 1,905,416 $371M 1.37% -492,664 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,333 shares; 2024Q4: 1,527,973 shares; 2025Q1: 1,689,028 shares; 2025Q2: 1,715,649 shares; 2025Q3: 1,723,476 shares 1,723,476 $356M 1.31% +7,827 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,413,757 shares; 2024Q4: 4,597,743 shares; 2025Q1: 4,626,760 shares; 2025Q2: 4,311,017 shares; 2025Q3: 4,253,906 shares 4,253,906 $336M 1.24% -57,111 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,869 shares; 2024Q4: 68,089 shares; 2025Q1: 408,814 shares; 2025Q2: 543,312 shares; 2025Q3: 965,510 shares 965,510 $321M 1.18% +422,198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,242 shares; 2024Q4: 748,268 shares; 2025Q1: 764,513 shares; 2025Q2: 3,014,612 shares; 2025Q3: 3,061,332 shares 3,061,332 $299M 1.1% +46,720 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,524 shares; 2024Q4: 1,244,199 shares; 2025Q1: 1,290,665 shares; 2025Q2: 1,338,338 shares; 2025Q3: 2,083,961 shares 2,083,961 $287M 1.06% +745,623 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,561,427 shares; 2024Q4: 5,751,260 shares; 2025Q1: 5,764,071 shares; 2025Q2: 5,144,239 shares; 2025Q3: 5,151,493 shares 5,151,493 $279M 1.03% +7,254 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491,502 shares; 2024Q4: 1,881,474 shares; 2025Q1: 1,833,962 shares; 2025Q2: 1,604,455 shares; 2025Q3: 1,821,506 shares 1,821,506 $259M 0.96% +217,051 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,518 shares; 2024Q4: 317,504 shares; 2025Q1: 243,590 shares; 2025Q2: 292,259 shares; 2025Q3: 378,456 shares 378,456 $252M 0.93% +86,197 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,353 shares; 2024Q4: 552,911 shares; 2025Q1: 455,878 shares; 2025Q2: 473,560 shares; 2025Q3: 466,147 shares 466,147 $241M 0.89% -7,413 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880,352 shares; 2024Q4: 922,037 shares; 2025Q1: 2,089,464 shares; 2025Q2: 2,450,832 shares; 2025Q3: 2,233,141 shares 2,233,141 $230M 0.85% -217,691 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171,590 shares; 2024Q4: 1,195,005 shares; 2025Q1: 1,056,345 shares; 2025Q2: 1,182,310 shares; 2025Q3: 1,205,817 shares 1,205,817 $225M 0.83% +23,507 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,504 shares; 2024Q4: 875,674 shares; 2025Q1: 764,653 shares; 2025Q2: 778,438 shares; 2025Q3: 764,465 shares 764,465 $195M 0.72% -13,973 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990,040 shares; 2024Q4: 962,533 shares; 2025Q1: 634,954 shares; 2025Q2: 579,864 shares; 2025Q3: 561,925 shares 561,925 $184M 0.68% -17,939 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024,334 shares; 2024Q4: 3,286,521 shares; 2025Q1: 2,081,712 shares; 2025Q2: 1,887,625 shares; 2025Q3: 1,896,494 shares 1,896,494 $180M 0.67% +8,869 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,189,223 shares; 2025Q3: 5,278,296 shares 5,278,296 $180M 0.66% +3,089,073 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981,493 shares; 2024Q4: 7,234,435 shares; 2025Q1: 7,480,975 shares; 2025Q2: 7,866,902 shares; 2025Q3: 8,358,130 shares 8,358,130 $180M 0.66% +491,228 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302,500 shares; 2024Q4: 4,832,344 shares; 2025Q1: 4,321,504 shares; 2025Q2: 4,877,240 shares; 2025Q3: 1,658,407 shares 1,658,407 $177M 0.65% -3,218,833 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 288,160 shares; 2025Q2: 4,590,625 shares; 2025Q3: 4,540,276 shares 4,540,276 $172M 0.63% -50,349 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839,828 shares; 2024Q4: 3,898,004 shares; 2025Q1: 3,857,241 shares; 2025Q2: 3,546,904 shares; 2025Q3: 3,594,348 shares 3,594,348 $169M 0.62% +47,444 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154,873 shares; 2024Q4: 2,240,007 shares; 2025Q1: 2,338,550 shares; 2025Q2: 2,190,464 shares; 2025Q3: 2,153,162 shares 2,153,162 $168M 0.62% -37,302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313,911 shares; 2024Q4: 2,347,498 shares; 2025Q1: 2,394,855 shares; 2025Q2: 2,255,479 shares; 2025Q3: 2,272,973 shares 2,272,973 $161M 0.59% +17,494 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886,039 shares; 2024Q4: 885,192 shares; 2025Q1: 716,802 shares; 2025Q2: 714,574 shares; 2025Q3: 726,175 shares 726,175 $152M 0.56% +11,601 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019,291 shares; 2024Q4: 3,210,143 shares; 2025Q1: 2,386,201 shares; 2025Q2: 2,304,249 shares; 2025Q3: 2,517,582 shares 2,517,582 $134M 0.49% +213,333 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,020 shares; 2024Q4: 1,118,460 shares; 2025Q1: 1,663,205 shares; 2025Q2: 1,124,241 shares; 2025Q3: 1,707,152 shares 1,707,152 $124M 0.46% +582,911 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,725 shares; 2024Q4: 632,355 shares; 2025Q1: 530,972 shares; 2025Q2: 550,839 shares; 2025Q3: 553,350 shares 553,350 $121M 0.45% +2,511 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,016 shares; 2024Q4: 689,435 shares; 2025Q1: 506,044 shares; 2025Q2: 474,901 shares; 2025Q3: 464,403 shares 464,403 $119M 0.44% -10,498 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163,397 shares; 2024Q4: 1,122,888 shares; 2025Q1: 933,568 shares; 2025Q2: 649,083 shares; 2025Q3: 633,514 shares 633,514 $118M 0.44% -15,569 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526,940 shares; 2024Q4: 1,654,622 shares; 2025Q1: 1,748,015 shares; 2025Q2: 1,907,224 shares; 2025Q3: 1,969,985 shares 1,969,985 $117M 0.43% +62,761 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 5,462 shares; 2025Q1: not reported; 2025Q2: 2,195,945 shares; 2025Q3: 2,195,648 shares 2,195,648 $112M 0.41% -297 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,903,101 shares; 2025Q2: 2,931,693 shares; 2025Q3: 3,525,606 shares 3,525,606 $112M 0.41% +593,913 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,332 shares; 2024Q4: 153,742 shares; 2025Q1: 133,553 shares; 2025Q2: 146,148 shares; 2025Q3: 148,798 shares 148,798 $109M 0.4% +2,650 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280,126 shares; 2024Q4: 2,262,290 shares; 2025Q1: 1,682,746 shares; 2025Q2: 1,503,064 shares; 2025Q3: 1,478,987 shares 1,478,987 $109M 0.4% -24,077 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246,684 shares; 2024Q4: 2,262,544 shares; 2025Q1: 1,679,931 shares; 2025Q2: 1,470,537 shares; 2025Q3: 1,433,532 shares 1,433,532 $107M 0.39% -37,005 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,299 shares; 2024Q4: 102,031 shares; 2025Q1: 49,464 shares; 2025Q2: 39,526 shares; 2025Q3: 3,918,443 shares 3,918,443 $106M 0.39% +3,878,917 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040,869 shares; 2024Q4: 2,314,948 shares; 2025Q1: 2,467,664 shares; 2025Q2: 1,985,172 shares; 2025Q3: 2,104,367 shares 2,104,367 $98.5M 0.36% +119,195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063,313 shares; 2024Q4: 2,228,843 shares; 2025Q1: 3,284,240 shares; 2025Q2: 1,737,287 shares; 2025Q3: 2,141,699 shares 2,141,699 $91.6M 0.34% +404,412 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,140 shares; 2024Q4: 468,443 shares; 2025Q1: 396,129 shares; 2025Q2: 432,033 shares; 2025Q3: 368,500 shares 368,500 $89.6M 0.33% -63,533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,521 shares; 2024Q4: 335,022 shares; 2025Q1: 305,395 shares; 2025Q2: 182,351 shares; 2025Q3: 182,329 shares 182,329 $87.4M 0.32% -22 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 1,929 shares; 2025Q1: 3,456 shares; 2025Q2: 4,408 shares; 2025Q3: 402,305 shares 402,305 $84.2M 0.31% +397,897 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,536 shares; 2024Q4: 285,460 shares; 2025Q1: 217,542 shares; 2025Q2: 240,924 shares; 2025Q3: 244,162 shares 244,162 $80.6M 0.3% +3,238 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726,754 shares; 2024Q4: 3,855,706 shares; 2025Q1: 3,108,501 shares; 2025Q2: 2,886,304 shares; 2025Q3: 3,122,600 shares 3,122,600 $78.5M 0.29% +236,296 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814,797 shares; 2024Q4: 1,113,302 shares; 2025Q1: 833,241 shares; 2025Q2: 828,628 shares; 2025Q3: 740,640 shares 740,640 $77.4M 0.29% -87,988 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,778 shares; 2024Q4: 331,875 shares; 2025Q1: 248,627 shares; 2025Q2: 255,261 shares; 2025Q3: 244,053 shares 244,053 $77M 0.28% -11,208 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511,750 shares; 2024Q4: 1,451,306 shares; 2025Q1: 1,113,928 shares; 2025Q2: 1,013,142 shares; 2025Q3: 953,820 shares 953,820 $69.2M 0.26% -59,322 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,496 shares; 2024Q4: 757,692 shares; 2025Q1: 541,691 shares; 2025Q2: 567,592 shares; 2025Q3: 1,254,850 shares 1,254,850 $58.1M 0.21% +687,258 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,676 shares; 2024Q4: 255,087 shares; 2025Q1: 209,677 shares; 2025Q2: 236,111 shares; 2025Q3: 237,613 shares 237,613 $57.9M 0.21% +1,502 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,013 shares; 2024Q4: 628,996 shares; 2025Q1: 575,292 shares; 2025Q2: 450,566 shares; 2025Q3: 627,612 shares 627,612 $57.6M 0.21% +177,046 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,533 shares; 2024Q4: 228,141 shares; 2025Q1: 214,659 shares; 2025Q2: 174,860 shares; 2025Q3: 157,372 shares 157,372 $57.5M 0.21% -17,488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,537 shares; 2024Q4: 107,990 shares; 2025Q1: 100,596 shares; 2025Q2: 607,046 shares; 2025Q3: 573,716 shares 573,716 $57.1M 0.21% -33,330 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,856 shares; 2024Q4: 2,768,318 shares; 2025Q1: 1,796,120 shares; 2025Q2: 1,603,479 shares; 2025Q3: 1,759,358 shares 1,759,358 $56.1M 0.21% +155,879 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,517 shares; 2024Q4: 504,724 shares; 2025Q1: 299,362 shares; 2025Q2: 271,912 shares; 2025Q3: 369,798 shares 369,798 $53.8M 0.2% +97,886 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,842 shares; 2024Q4: 145,625 shares; 2025Q1: 124,903 shares; 2025Q2: 132,670 shares; 2025Q3: 131,254 shares 131,254 $53.2M 0.2% -1,416 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,543 shares; 2024Q4: 42,594 shares; 2025Q1: 36,001 shares; 2025Q2: 44,176 shares; 2025Q3: 42,041 shares 42,041 $50.4M 0.19% -2,135 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676,828 shares; 2024Q4: 2,532,070 shares; 2025Q1: 1,899,131 shares; 2025Q2: 1,909,893 shares; 2025Q3: 2,089,194 shares 2,089,194 $49.2M 0.18% +179,301 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,843 shares; 2024Q4: 182,295 shares; 2025Q1: 152,425 shares; 2025Q2: 161,916 shares; 2025Q3: 139,234 shares 139,234 $47.5M 0.18% -22,682 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,245 shares; 2024Q4: 566,551 shares; 2025Q1: 445,608 shares; 2025Q2: 393,667 shares; 2025Q3: 368,274 shares 368,274 $46.4M 0.17% -25,393 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522,818 shares; 2024Q4: 2,511,037 shares; 2025Q1: 2,476,842 shares; 2025Q2: 3,500,821 shares; 2025Q3: 1,777,330 shares 1,777,330 $46.3M 0.17% -1,723,491 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,897 shares; 2024Q4: 625,731 shares; 2025Q1: 478,033 shares; 2025Q2: 458,939 shares; 2025Q3: 491,846 shares 491,846 $45.4M 0.17% +32,907 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,234 shares; 2024Q4: 104,055 shares; 2025Q1: 81,313 shares; 2025Q2: 97,926 shares; 2025Q3: 101,283 shares 101,283 $45M 0.17% +3,357 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,312 shares; 2024Q4: 508,955 shares; 2025Q1: 470,643 shares; 2025Q2: 401,840 shares; 2025Q3: 375,378 shares 375,378 $44.6M 0.16% -26,462 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,150 shares; 2024Q4: 457,456 shares; 2025Q1: 375,799 shares; 2025Q2: 328,023 shares; 2025Q3: 396,506 shares 396,506 $44.2M 0.16% +68,483 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,485 shares; 2024Q4: 478,806 shares; 2025Q1: 209,133 shares; 2025Q2: 286,860 shares; 2025Q3: 439,650 shares 439,650 $43.1M 0.16% +152,790 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,525 shares; 2024Q4: 2,230,371 shares; 2025Q1: 907,116 shares; 2025Q2: 494,047 shares; 2025Q3: 469,324 shares 469,324 $41.9M 0.15% -24,723 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,929 shares; 2024Q4: 464,861 shares; 2025Q1: 484,249 shares; 2025Q2: 409,363 shares; 2025Q3: 409,274 shares 409,274 $39M 0.14% -89 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,287 shares; 2025Q2: 48,562 shares; 2025Q3: 491,750 shares 491,750 $38.6M 0.14% +443,188 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,614 shares; 2024Q4: 866,245 shares; 2025Q1: 919,992 shares; 2025Q2: 839,143 shares; 2025Q3: 788,982 shares 788,982 $37.9M 0.14% -50,161 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,676 shares; 2024Q4: 140,033 shares; 2025Q1: 112,826 shares; 2025Q2: 123,845 shares; 2025Q3: 129,398 shares 129,398 $36.4M 0.13% +5,553 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,157 shares; 2024Q4: 260,218 shares; 2025Q1: 219,663 shares; 2025Q2: 224,229 shares; 2025Q3: 230,039 shares 230,039 $35.7M 0.13% +5,810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,127 shares; 2024Q4: 47,311 shares; 2025Q1: 44,293 shares; 2025Q2: 38,259 shares; 2025Q3: 46,128 shares 46,128 $35.2M 0.13% +7,869 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,411 shares; 2025Q1: 940,766 shares; 2025Q2: 814,348 shares; 2025Q3: 1,184,912 shares 1,184,912 $33.9M 0.13% +370,564 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,846 shares; 2024Q4: 80,013 shares; 2025Q1: 61,002 shares; 2025Q2: 65,000 shares; 2025Q3: 58,966 shares 58,966 $33.5M 0.12% -6,034 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,378 shares; 2024Q4: 999,509 shares; 2025Q1: 1,039,264 shares; 2025Q2: 1,125,858 shares; 2025Q3: 1,145,928 shares 1,145,928 $33.4M 0.12% +20,070 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,398 shares; 2024Q4: 495,158 shares; 2025Q1: 651,372 shares; 2025Q2: 616,527 shares; 2025Q3: 616,694 shares 616,694 $32.7M 0.12% +167 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,478 shares; 2024Q4: 99,596 shares; 2025Q1: 97,027 shares; 2025Q2: 90,067 shares; 2025Q3: 90,898 shares 90,898 $32.3M 0.12% +831 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,233 shares; 2024Q4: 61,737 shares; 2025Q1: 290,039 shares; 2025Q2: 421,084 shares; 2025Q3: 402,897 shares 402,897 $32.3M 0.12% -18,187 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,169 shares; 2024Q4: 617,916 shares; 2025Q1: 628,288 shares; 2025Q2: 518,912 shares; 2025Q3: 488,339 shares 488,339 $31.9M 0.12% -30,573 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,467 shares; 2024Q4: 213,750 shares; 2025Q1: 83,670 shares; 2025Q2: 72,943 shares; 2025Q3: 617,889 shares 617,889 $30.9M 0.11% +544,946 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,042 shares; 2024Q4: 74,528 shares; 2025Q1: 67,918 shares; 2025Q2: 77,062 shares; 2025Q3: 81,332 shares 81,332 $30.4M 0.11% +4,270 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,731 shares; 2024Q4: 1,485,968 shares; 2025Q1: 1,057,451 shares; 2025Q2: 1,260,256 shares; 2025Q3: 1,311,140 shares 1,311,140 $30.3M 0.11% +50,884 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359,117 shares; 2024Q4: 1,507,637 shares; 2025Q1: 1,188,627 shares; 2025Q2: 770,227 shares; 2025Q3: 525,332 shares 525,332 $30.1M 0.11% -244,895 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,031,577 shares; 2024Q4: 4,071,476 shares; 2025Q1: 4,144,232 shares; 2025Q2: 311,511 shares; 2025Q3: 311,501 shares 311,501 $30.1M 0.11% -10 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,225 shares; 2024Q4: 552,093 shares; 2025Q1: 540,535 shares; 2025Q2: 495,406 shares; 2025Q3: 419,020 shares 419,020 $29.9M 0.11% -76,386 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,189 shares; 2024Q4: 78,223 shares; 2025Q1: 82,209 shares; 2025Q2: 70,247 shares; 2025Q3: 63,633 shares 63,633 $29.8M 0.11% -6,614 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,397 shares; 2024Q4: 198,677 shares; 2025Q1: 142,801 shares; 2025Q2: 129,471 shares; 2025Q3: 125,738 shares 125,738 $29.1M 0.11% -3,733 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,675 shares; 2024Q4: 175,909 shares; 2025Q1: 180,017 shares; 2025Q2: 179,519 shares; 2025Q3: 250,269 shares 250,269 $28.7M 0.11% +70,750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,342 shares; 2024Q4: 530,922 shares; 2025Q1: 435,455 shares; 2025Q2: 434,828 shares; 2025Q3: 418,231 shares 418,231 $28.6M 0.11% -16,597 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,308 shares; 2024Q4: 104,004 shares; 2025Q1: 97,600 shares; 2025Q2: 100,140 shares; 2025Q3: 82,543 shares 82,543 $28.5M 0.11% -17,597 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,647 shares; 2024Q4: 21,812 shares; 2025Q1: 41,836 shares; 2025Q2: 267,611 shares; 2025Q3: 262,929 shares 262,929 $27.2M 0.1% -4,682 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,377 shares; 2024Q4: 49,721 shares; 2025Q1: 50,004 shares; 2025Q2: 41,381 shares; 2025Q3: 45,176 shares 45,176 $27.1M 0.1% +3,795 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,496 shares; 2024Q4: 775,552 shares; 2025Q1: 793,801 shares; 2025Q2: 605,651 shares; 2025Q3: 474,416 shares 474,416 $26.2M 0.1% -131,235 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,555 shares; 2024Q4: 532,031 shares; 2025Q1: 370,048 shares; 2025Q2: 561,092 shares; 2025Q3: 624,385 shares 624,385 $26.1M 0.1% +63,293 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525,467 shares; 2024Q4: 4,234,850 shares; 2025Q1: 1,652,600 shares; 2025Q2: 1,504,110 shares; 2025Q3: 225,727 shares 225,727 $25.7M 0.09% -1,278,383 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,960 shares; 2024Q4: 213,303 shares; 2025Q1: 264,838 shares; 2025Q2: 278,750 shares; 2025Q3: 267,224 shares 267,224 $25.4M 0.09% -11,526 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,967 shares; 2024Q4: 527,190 shares; 2025Q1: 474,687 shares; 2025Q2: 462,181 shares; 2025Q3: 476,764 shares 476,764 $24.6M 0.09% +14,583 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,279 shares; 2024Q4: 209,921 shares; 2025Q1: 151,865 shares; 2025Q2: 121,332 shares; 2025Q3: 120,299 shares 120,299 $24.5M 0.09% -1,033 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,662 shares; 2024Q4: 32,869 shares; 2025Q1: 27,111 shares; 2025Q2: 30,713 shares; 2025Q3: 25,986 shares 25,986 $24.1M 0.09% -4,727 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,260 shares; 2024Q4: 96,953 shares; 2025Q1: 80,936 shares; 2025Q2: 62,936 shares; 2025Q3: 47,821 shares 47,821 $24M 0.09% -15,115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,669 shares; 2024Q4: 284,205 shares; 2025Q1: 260,606 shares; 2025Q2: 283,832 shares; 2025Q3: 212,750 shares 212,750 $24M 0.09% -71,082 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,142 shares; 2024Q4: 360,572 shares; 2025Q1: 369,053 shares; 2025Q2: 398,243 shares; 2025Q3: 413,728 shares 413,728 $23.7M 0.09% +15,485 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,591 shares; 2025Q1: 22,615 shares; 2025Q2: 21,620 shares; 2025Q3: 20,261 shares 20,261 $23.6M 0.09% -1,359 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987,188 shares; 2024Q4: 1,008,549 shares; 2025Q1: 1,037,241 shares; 2025Q2: 54,407 shares; 2025Q3: 96,966 shares 96,966 $23.5M 0.09% +42,559 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922,504 shares 922,504 $23.3M 0.09% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,291 shares; 2024Q4: 105,606 shares; 2025Q1: 84,412 shares; 2025Q2: 93,337 shares; 2025Q3: 98,196 shares 98,196 $23.2M 0.09% +4,859 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,555 shares; 2024Q4: 708,108 shares; 2025Q1: 544,239 shares; 2025Q2: 510,844 shares; 2025Q3: 519,249 shares 519,249 $22.5M 0.08% +8,405 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,713 shares; 2024Q4: 130,145 shares; 2025Q1: 104,805 shares; 2025Q2: 109,485 shares; 2025Q3: 90,893 shares 90,893 $22.4M 0.08% -18,592 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,489 shares; 2024Q4: 114,434 shares; 2025Q1: 227,177 shares; 2025Q2: 288,324 shares; 2025Q3: 328,580 shares 328,580 $21.7M 0.08% +40,256 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204,397 shares; 2025Q1: 273,746 shares; 2025Q2: 567,539 shares; 2025Q3: 803,876 shares 803,876 $21.6M 0.08% +236,337 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,141 shares; 2024Q4: 81,711 shares; 2025Q1: 62,651 shares; 2025Q2: 71,934 shares; 2025Q3: 69,185 shares 69,185 $21.4M 0.08% -2,749 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,384 shares; 2025Q1: 153,355 shares; 2025Q2: 154,694 shares; 2025Q3: 159,762 shares 159,762 $21.4M 0.08% +5,068 Timeline GWX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,173 shares; 2024Q4: 451,422 shares; 2025Q1: 477,749 shares; 2025Q2: 512,248 shares; 2025Q3: 527,155 shares 527,155 $21.2M 0.08% +14,907 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,768 shares; 2024Q4: 27,498 shares; 2025Q1: 23,271 shares; 2025Q2: 22,435 shares; 2025Q3: 30,726 shares 30,726 $21M 0.08% +8,291 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,559 shares; 2024Q4: 209,699 shares; 2025Q1: 172,401 shares; 2025Q2: 166,511 shares; 2025Q3: 132,325 shares 132,325 $20.3M 0.07% -34,186 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,742 shares; 2024Q4: 385,016 shares; 2025Q1: 206,018 shares; 2025Q2: 221,919 shares; 2025Q3: 208,043 shares 208,043 $20.1M 0.07% -13,876 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,929 shares; 2024Q4: 65,095 shares; 2025Q1: 52,151 shares; 2025Q2: 57,545 shares; 2025Q3: 57,779 shares 57,779 $20M 0.07% +234 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,878 shares; 2024Q4: 178,278 shares; 2025Q1: 178,702 shares; 2025Q2: 177,657 shares; 2025Q3: 196,913 shares 196,913 $19.8M 0.07% +19,256 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,913 shares; 2024Q4: 160,785 shares; 2025Q1: 213,591 shares; 2025Q2: 175,726 shares; 2025Q3: 103,836 shares 103,836 $19.7M 0.07% -71,890 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,574 shares; 2024Q4: 83,568 shares; 2025Q1: 77,295 shares; 2025Q2: 89,256 shares; 2025Q3: 95,926 shares 95,926 $19.6M 0.07% +6,670 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,872 shares; 2024Q4: 38,340 shares; 2025Q1: 32,400 shares; 2025Q2: 40,755 shares; 2025Q3: 43,373 shares 43,373 $19.4M 0.07% +2,618 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,850 shares; 2024Q4: 364,688 shares; 2025Q1: 267,600 shares; 2025Q2: 272,659 shares; 2025Q3: 256,336 shares 256,336 $19.4M 0.07% -16,323 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,205 shares; 2024Q4: 197,782 shares; 2025Q1: 200,212 shares; 2025Q2: 195,353 shares; 2025Q3: 194,438 shares 194,438 $19.3M 0.07% -915 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,615 shares; 2024Q4: 286,529 shares; 2025Q1: 198,886 shares; 2025Q2: 179,907 shares; 2025Q3: 186,401 shares 186,401 $19.2M 0.07% +6,494 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,424 shares; 2024Q4: 173,437 shares; 2025Q1: 159,039 shares; 2025Q2: 79,769 shares; 2025Q3: 74,692 shares 74,692 $19M 0.07% -5,077 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,949 shares; 2024Q4: 71,471 shares; 2025Q1: 63,994 shares; 2025Q2: 73,132 shares; 2025Q3: 76,981 shares 76,981 $18.9M 0.07% +3,849 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,856 shares; 2024Q4: 26,829 shares; 2025Q1: 79,954 shares; 2025Q2: 101,646 shares; 2025Q3: 102,745 shares 102,745 $18.7M 0.07% +1,099 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,425 shares; 2024Q4: 223,187 shares; 2025Q1: 158,149 shares; 2025Q2: 130,153 shares; 2025Q3: 115,052 shares 115,052 $18.7M 0.07% -15,101 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,348 shares; 2024Q4: 24,823 shares; 2025Q1: 22,199 shares; 2025Q2: 20,883 shares; 2025Q3: 20,240 shares 20,240 $18.6M 0.07% -643 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,374 shares; 2024Q4: 707,582 shares; 2025Q1: 733,872 shares; 2025Q2: 741,144 shares; 2025Q3: 824,530 shares 824,530 $18.5M 0.07% +83,386 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,244 shares; 2024Q4: 82,214 shares; 2025Q1: 58,583 shares; 2025Q2: 60,281 shares; 2025Q3: 147,459 shares 147,459 $18.2M 0.07% +87,178 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,810 shares; 2024Q4: 719,045 shares; 2025Q1: 461,380 shares; 2025Q2: 446,034 shares; 2025Q3: 436,942 shares 436,942 $18M 0.07% -9,092 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 441,943 shares; 2025Q1: 518,027 shares; 2025Q2: 637,206 shares; 2025Q3: 700,498 shares 700,498 $17.5M 0.06% +63,292 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,786 shares; 2024Q4: 131,724 shares; 2025Q1: 210,351 shares; 2025Q2: 189,672 shares; 2025Q3: 187,057 shares 187,057 $17.5M 0.06% -2,615 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,859 shares; 2024Q4: 128,487 shares; 2025Q1: 109,312 shares; 2025Q2: 124,744 shares; 2025Q3: 119,498 shares 119,498 $17.3M 0.06% -5,246 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,386 shares; 2024Q4: 518,783 shares; 2025Q1: 535,081 shares; 2025Q2: 616,151 shares; 2025Q3: 654,153 shares 654,153 $17.3M 0.06% +38,002 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,295 shares; 2024Q4: 126,809 shares; 2025Q1: 136,225 shares; 2025Q2: 121,960 shares; 2025Q3: 108,383 shares 108,383 $17.2M 0.06% -13,577 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,033 shares; 2024Q4: 187,238 shares; 2025Q1: 185,444 shares; 2025Q2: 182,014 shares; 2025Q3: 155,760 shares 155,760 $16.7M 0.06% -26,254 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,740 shares; 2024Q4: 146,995 shares; 2025Q1: 129,648 shares; 2025Q2: 99,829 shares; 2025Q3: 89,391 shares 89,391 $16.6M 0.06% -10,438 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,288 shares; 2024Q4: 61,243 shares; 2025Q1: 59,481 shares; 2025Q2: 66,295 shares; 2025Q3: 161,319 shares 161,319 $16.6M 0.06% +95,024 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,596 shares; 2024Q4: 214,938 shares; 2025Q1: 255,537 shares; 2025Q2: 189,666 shares; 2025Q3: 196,434 shares 196,434 $16.5M 0.06% +6,768 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,127 shares; 2024Q4: 175,169 shares; 2025Q1: 247,777 shares; 2025Q2: 298,880 shares; 2025Q3: 340,761 shares 340,761 $16.5M 0.06% +41,881 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,675 shares; 2024Q4: 342,830 shares; 2025Q1: 342,677 shares; 2025Q2: 346,229 shares; 2025Q3: 376,854 shares 376,854 $16.5M 0.06% +30,625 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,211 shares; 2024Q4: 757,519 shares; 2025Q1: 750,137 shares; 2025Q2: 804,720 shares; 2025Q3: 769,490 shares 769,490 $16.4M 0.06% -35,230 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,614 shares; 2024Q4: 91,198 shares; 2025Q1: 100,366 shares; 2025Q2: 95,431 shares; 2025Q3: 100,013 shares 100,013 $16.2M 0.06% +4,582 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,297 shares; 2024Q4: 67,421 shares; 2025Q1: 46,809 shares; 2025Q2: 57,124 shares; 2025Q3: 59,589 shares 59,589 $16.1M 0.06% +2,465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,030 shares; 2024Q4: 192,617 shares; 2025Q1: 165,858 shares; 2025Q2: 137,110 shares; 2025Q3: 129,879 shares 129,879 $16.1M 0.06% -7,231 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,771 shares; 2024Q4: 35,818 shares; 2025Q1: 34,384 shares; 2025Q2: 34,651 shares; 2025Q3: 33,227 shares 33,227 $15.8M 0.06% -1,424 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,012 shares; 2024Q4: 230,815 shares; 2025Q1: 135,902 shares; 2025Q2: 121,312 shares; 2025Q3: 117,638 shares 117,638 $15.8M 0.06% -3,674 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,490 shares; 2024Q4: 41,194 shares; 2025Q1: 32,518 shares; 2025Q2: 34,334 shares; 2025Q3: 32,430 shares 32,430 $15.7M 0.06% -1,904 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,098 shares; 2024Q4: 84,054 shares; 2025Q1: 75,497 shares; 2025Q2: 78,933 shares; 2025Q3: 78,637 shares 78,637 $15.6M 0.06% -296 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621,756 shares 621,756 $15.5M 0.06% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,102 shares; 2024Q4: 286,953 shares; 2025Q1: 276,287 shares; 2025Q2: 170,471 shares; 2025Q3: 201,145 shares 201,145 $15.4M 0.06% +30,674 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,978 shares; 2024Q4: 230,773 shares; 2025Q1: 206,034 shares; 2025Q2: 199,337 shares; 2025Q3: 157,231 shares 157,231 $15.4M 0.06% -42,106 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,625 shares; 2024Q4: 182,305 shares; 2025Q1: 204,743 shares; 2025Q2: 239,443 shares; 2025Q3: 269,739 shares 269,739 $15.4M 0.06% +30,296 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,466 shares; 2024Q4: 160,913 shares; 2025Q1: 133,454 shares; 2025Q2: 155,394 shares; 2025Q3: 161,807 shares 161,807 $15.3M 0.06% +6,413 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,761 shares; 2024Q4: 310,479 shares; 2025Q1: 284,584 shares; 2025Q2: 266,871 shares; 2025Q3: 230,476 shares 230,476 $15.3M 0.06% -36,395 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,284 shares; 2024Q4: 460,788 shares; 2025Q1: 406,863 shares; 2025Q2: 384,028 shares; 2025Q3: 370,095 shares 370,095 $15.2M 0.06% -13,933 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,172 shares; 2024Q4: 237,697 shares; 2025Q1: 255,623 shares; 2025Q2: 246,952 shares; 2025Q3: 225,724 shares 225,724 $15.2M 0.06% -21,228 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,562 shares; 2024Q4: 671,953 shares; 2025Q1: 608,536 shares; 2025Q2: 264,726 shares; 2025Q3: 279,983 shares 279,983 $15.1M 0.06% +15,257 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,047 shares; 2024Q4: 136,966 shares; 2025Q1: 106,553 shares; 2025Q2: 105,293 shares; 2025Q3: 115,711 shares 115,711 $15.1M 0.06% +10,418 Timeline JMBS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,544 shares; 2024Q4: 179,595 shares; 2025Q1: 200,450 shares; 2025Q2: 276,065 shares; 2025Q3: 328,182 shares 328,182 $15M 0.06% +52,117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,604 shares; 2024Q4: 82,517 shares; 2025Q1: 90,600 shares; 2025Q2: 74,416 shares; 2025Q3: 72,801 shares 72,801 $14.8M 0.05% -1,615 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 883 shares; 2025Q1: 2,198 shares; 2025Q2: 2,714 shares; 2025Q3: 2,736 shares 2,736 $14.8M 0.05% +22 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,714 shares; 2024Q4: 365,919 shares; 2025Q1: 375,562 shares; 2025Q2: 371,365 shares; 2025Q3: 387,548 shares 387,548 $14.6M 0.05% +16,183 Timeline HIMU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,742 shares; 2025Q2: 192,119 shares; 2025Q3: 295,495 shares 295,495 $14.5M 0.05% +103,376 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,677 shares; 2024Q4: 336,407 shares; 2025Q1: 365,104 shares; 2025Q2: 334,266 shares; 2025Q3: 355,487 shares 355,487 $14.4M 0.05% +21,221 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,722 shares; 2024Q4: 270,702 shares; 2025Q1: 161,072 shares; 2025Q2: 255,380 shares; 2025Q3: 211,625 shares 211,625 $14.4M 0.05% -43,755 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,111 shares; 2024Q4: 1,254,978 shares; 2025Q1: 928,411 shares; 2025Q2: 773,764 shares; 2025Q3: 73,555 shares 73,555 $14.4M 0.05% -700,209 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,428 shares; 2024Q4: 66,656 shares; 2025Q1: 53,169 shares; 2025Q2: 53,433 shares; 2025Q3: 50,695 shares 50,695 $14.3M 0.05% -2,738 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,907 shares; 2025Q3: 151,670 shares 151,670 $14.1M 0.05% +53,763 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,941 shares; 2024Q4: 110,205 shares; 2025Q1: 83,037 shares; 2025Q2: 95,954 shares; 2025Q3: 98,730 shares 98,730 $13.9M 0.05% +2,776 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,000 shares; 2024Q4: 496,410 shares; 2025Q1: 480,847 shares; 2025Q2: 447,836 shares; 2025Q3: 436,684 shares 436,684 $13.8M 0.05% -11,152 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,682 shares; 2024Q4: 190,937 shares; 2025Q1: 178,025 shares; 2025Q2: 170,185 shares; 2025Q3: 142,796 shares 142,796 $13.6M 0.05% -27,389 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,866 shares; 2024Q4: 210,923 shares; 2025Q1: 158,793 shares; 2025Q2: 161,198 shares; 2025Q3: 144,685 shares 144,685 $13.5M 0.05% -16,513 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,584 shares; 2024Q4: 18,524 shares; 2025Q1: 16,649 shares; 2025Q2: 22,444 shares; 2025Q3: 21,095 shares 21,095 $13.5M 0.05% -1,349 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,727 shares; 2024Q4: 17,614 shares; 2025Q1: 10,478 shares; 2025Q2: 56,246 shares; 2025Q3: 53,504 shares 53,504 $13.5M 0.05% -2,742 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,571 shares; 2024Q4: 657,834 shares; 2025Q1: 647,482 shares; 2025Q2: 1,523,476 shares; 2025Q3: 1,610,671 shares 1,610,671 $13.2M 0.05% +87,195 EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,772 shares; 2024Q4: 333,505 shares; 2025Q1: 389,522 shares; 2025Q2: 456,825 shares; 2025Q3: 519,243 shares 519,243 $13.1M 0.05% +62,418 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,363 shares; 2024Q4: 385,050 shares; 2025Q1: 292,512 shares; 2025Q2: 259,498 shares; 2025Q3: 242,253 shares 242,253 $12.9M 0.05% -17,245 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,720 shares; 2024Q4: 573,909 shares; 2025Q1: 593,754 shares; 2025Q2: 637,279 shares; 2025Q3: 661,009 shares 661,009 $12.8M 0.05% +23,730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,669 shares; 2024Q4: 96,264 shares; 2025Q1: 56,343 shares; 2025Q2: 47,551 shares; 2025Q3: 45,649 shares 45,649 $12.7M 0.05% -1,902 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,022 shares 405,022 $12.7M 0.05% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 75,848 shares; 2025Q1: 75,242 shares; 2025Q2: 72,581 shares; 2025Q3: 194,740 shares 194,740 $12.3M 0.05% +122,159 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,726 shares; 2024Q4: 182,740 shares; 2025Q1: 151,297 shares; 2025Q2: 96,947 shares; 2025Q3: 122,643 shares 122,643 $12.3M 0.05% +25,696 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 132,039 shares; 2025Q3: 134,029 shares 134,029 $12.2M 0.04% +1,990 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,166 shares; 2024Q4: 253,632 shares; 2025Q1: 235,340 shares; 2025Q2: 266,737 shares; 2025Q3: 279,544 shares 279,544 $11.6M 0.04% +12,807 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,836 shares; 2024Q4: 42,363 shares; 2025Q1: 32,421 shares; 2025Q2: 33,671 shares; 2025Q3: 255,203 shares 255,203 $11.5M 0.04% +221,532 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,957 shares; 2024Q4: 111,772 shares; 2025Q1: 69,798 shares; 2025Q2: 52,651 shares; 2025Q3: 100,108 shares 100,108 $11.1M 0.04% +47,457 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,997 shares; 2024Q4: 652,104 shares; 2025Q1: 314,580 shares; 2025Q2: 164,211 shares; 2025Q3: 205,635 shares 205,635 $11.1M 0.04% +41,424 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,840 shares; 2024Q4: 62,190 shares; 2025Q1: 59,955 shares; 2025Q2: 54,352 shares; 2025Q3: 48,204 shares 48,204 $11.1M 0.04% -6,148 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,344 shares; 2024Q4: 37,387 shares; 2025Q1: 48,202 shares; 2025Q2: 46,302 shares; 2025Q3: 36,196 shares 36,196 $11.1M 0.04% -10,106 Timeline BKLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,702 shares; 2024Q4: 527,396 shares; 2025Q1: 516,563 shares; 2025Q2: 485,874 shares; 2025Q3: 521,436 shares 521,436 $10.9M 0.04% +35,562 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,048 shares; 2024Q4: 52,614 shares; 2025Q1: 47,107 shares; 2025Q2: 52,846 shares; 2025Q3: 50,838 shares 50,838 $10.9M 0.04% -2,008 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,256 shares; 2024Q4: 65,062 shares; 2025Q1: 71,153 shares; 2025Q2: 66,951 shares; 2025Q3: 65,357 shares 65,357 $10.9M 0.04% -1,594 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,232 shares; 2024Q4: 593,711 shares; 2025Q1: 494,460 shares; 2025Q2: 534,765 shares; 2025Q3: 383,958 shares 383,958 $10.9M 0.04% -150,807 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,325 shares; 2024Q4: 221,499 shares; 2025Q1: 108,621 shares; 2025Q2: 86,266 shares; 2025Q3: 130,722 shares 130,722 $10.8M 0.04% +44,456 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,380 shares; 2024Q4: 71,235 shares; 2025Q1: 60,991 shares; 2025Q2: 57,470 shares; 2025Q3: 51,381 shares 51,381 $10.8M 0.04% -6,089 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,334 shares; 2024Q4: 23,716 shares; 2025Q1: 65,927 shares; 2025Q2: 58,045 shares; 2025Q3: 63,814 shares 63,814 $10.7M 0.04% +5,769 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,631 shares; 2024Q4: 87,828 shares; 2025Q1: 90,293 shares; 2025Q2: 71,888 shares; 2025Q3: 70,665 shares 70,665 $10.7M 0.04% -1,223 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,819 shares; 2024Q4: 206,062 shares; 2025Q1: 208,265 shares; 2025Q2: 211,838 shares; 2025Q3: 230,059 shares 230,059 $10.6M 0.04% +18,221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,553 shares; 2024Q4: 129,304 shares; 2025Q1: 78,758 shares; 2025Q2: 72,413 shares; 2025Q3: 126,043 shares 126,043 $10.6M 0.04% +53,630 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 13,359 shares; 2025Q1: 24,618 shares; 2025Q2: 21,768 shares; 2025Q3: 21,176 shares 21,176 $10.4M 0.04% -592 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,173 shares; 2024Q4: 12,897 shares; 2025Q1: 14,370 shares; 2025Q2: 14,721 shares; 2025Q3: 13,772 shares 13,772 $10.4M 0.04% -949 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,097 shares; 2024Q4: 56,893 shares; 2025Q1: 55,446 shares; 2025Q2: 50,914 shares; 2025Q3: 47,173 shares 47,173 $10.4M 0.04% -3,741 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,397 shares; 2024Q4: 353,594 shares; 2025Q1: 354,221 shares; 2025Q2: 342,213 shares; 2025Q3: 381,493 shares 381,493 $10.4M 0.04% +39,280 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,452 shares; 2024Q4: 315,089 shares; 2025Q1: 240,837 shares; 2025Q2: 182,411 shares; 2025Q3: 165,694 shares 165,694 $10.4M 0.04% -16,717 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,046 shares; 2024Q4: 44,119 shares; 2025Q1: 118,419 shares; 2025Q2: 136,756 shares; 2025Q3: 122,408 shares 122,408 $10.3M 0.04% -14,348 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,506 shares; 2024Q4: 67,383 shares; 2025Q1: 59,085 shares; 2025Q2: 54,342 shares; 2025Q3: 53,267 shares 53,267 $10.2M 0.04% -1,075 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,221 shares; 2024Q4: 387,703 shares; 2025Q1: 271,441 shares; 2025Q2: 241,743 shares; 2025Q3: 232,285 shares 232,285 $10.2M 0.04% -9,458 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,851 shares; 2024Q4: 46,371 shares; 2025Q1: 43,665 shares; 2025Q2: 56,885 shares; 2025Q3: 53,982 shares 53,982 $10.2M 0.04% -2,903 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,752 shares; 2024Q4: 106,240 shares; 2025Q1: 381,428 shares; 2025Q2: 352,815 shares; 2025Q3: 345,825 shares 345,825 $10.1M 0.04% -6,990 Timeline GTO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,854 shares; 2024Q4: 201,179 shares; 2025Q1: 206,128 shares; 2025Q2: 205,582 shares; 2025Q3: 213,345 shares 213,345 $10.1M 0.04% +7,763 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,705 shares; 2024Q4: 225,877 shares; 2025Q1: 222,375 shares; 2025Q2: 179,498 shares; 2025Q3: 177,194 shares 177,194 $10.1M 0.04% -2,304 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,456 shares; 2025Q1: 1,453 shares; 2025Q2: not reported; 2025Q3: 29,800 shares 29,800 $10.1M 0.04% new Timeline XSMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,495 shares; 2024Q4: 103,569 shares; 2025Q1: 122,547 shares; 2025Q2: 130,604 shares; 2025Q3: 135,541 shares 135,541 $9.97M 0.04% +4,937 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 12,395 shares; 2025Q1: 3,899 shares; 2025Q2: 127,222 shares; 2025Q3: 130,490 shares 130,490 $9.92M 0.04% +3,268 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,941 shares; 2024Q4: 152,439 shares; 2025Q1: 96,708 shares; 2025Q2: 85,569 shares; 2025Q3: 69,881 shares 69,881 $9.85M 0.04% -15,688 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,482 shares; 2024Q4: 155,277 shares; 2025Q1: 122,589 shares; 2025Q2: 119,162 shares; 2025Q3: 115,488 shares 115,488 $9.77M 0.04% -3,674 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,117 shares; 2024Q4: 223,638 shares; 2025Q1: 363,367 shares; 2025Q2: 363,811 shares; 2025Q3: 286,428 shares 286,428 $9.71M 0.04% -77,383 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,859 shares; 2024Q4: 60,086 shares; 2025Q1: 61,679 shares; 2025Q2: 62,014 shares; 2025Q3: 58,395 shares 58,395 $9.7M 0.04% -3,619 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,753 shares; 2024Q4: 164,133 shares; 2025Q1: 141,000 shares; 2025Q2: 101,775 shares; 2025Q3: 100,795 shares 100,795 $9.62M 0.04% -980 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,237 shares; 2024Q4: 29,785 shares; 2025Q1: 17,937 shares; 2025Q2: 16,286 shares; 2025Q3: 13,362 shares 13,362 $9.6M 0.04% -2,924 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,285 shares; 2025Q1: 66,451 shares; 2025Q2: 87,343 shares; 2025Q3: 97,418 shares 97,418 $9.4M 0.03% +10,075 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: 23,501 shares; 2025Q2: 32,526 shares; 2025Q3: 45,943 shares 45,943 $9.39M 0.03% +13,417 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,816 shares 108,816 $9.25M 0.03% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,828 shares; 2024Q4: 230,793 shares; 2025Q1: 234,721 shares; 2025Q2: 226,589 shares; 2025Q3: 210,736 shares 210,736 $9.23M 0.03% -15,853 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,097 shares; 2024Q4: 407,833 shares; 2025Q1: 367,325 shares; 2025Q2: 345,010 shares; 2025Q3: 288,930 shares 288,930 $9.08M 0.03% -56,080 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,594 shares; 2024Q4: 28,330 shares; 2025Q1: 27,237 shares; 2025Q2: 27,185 shares; 2025Q3: 28,089 shares 28,089 $9.08M 0.03% +904 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,806 shares; 2024Q4: 81,470 shares; 2025Q1: 65,052 shares; 2025Q2: 58,780 shares; 2025Q3: 53,241 shares 53,241 $8.91M 0.03% -5,539 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,384 shares; 2024Q4: 100,609 shares; 2025Q1: 100,723 shares; 2025Q2: 94,874 shares; 2025Q3: 99,660 shares 99,660 $8.87M 0.03% +4,786 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,285 shares; 2025Q1: 105,075 shares; 2025Q2: 66,188 shares; 2025Q3: 60,545 shares 60,545 $8.82M 0.03% -5,643 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,010 shares; 2024Q4: 87,365 shares; 2025Q1: 87,710 shares; 2025Q2: 65,451 shares; 2025Q3: 66,882 shares 66,882 $8.68M 0.03% +1,431 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,907 shares; 2024Q4: 111,889 shares; 2025Q1: 108,503 shares; 2025Q2: 81,558 shares; 2025Q3: 77,533 shares 77,533 $8.62M 0.03% -4,025 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,915 shares; 2024Q4: 301,987 shares; 2025Q1: 362,906 shares; 2025Q2: 397,713 shares; 2025Q3: 471,220 shares 471,220 $8.6M 0.03% +73,507 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,720 shares; 2024Q4: 28,691 shares; 2025Q1: 27,251 shares; 2025Q2: 29,477 shares; 2025Q3: 27,919 shares 27,919 $8.6M 0.03% -1,558 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,500 shares; 2024Q4: 557,351 shares; 2025Q1: 578,459 shares; 2025Q2: 287,498 shares; 2025Q3: 202,758 shares 202,758 $8.52M 0.03% -84,740 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,016 shares; 2024Q4: 198,539 shares; 2025Q1: 143,563 shares; 2025Q2: 129,708 shares; 2025Q3: 99,596 shares 99,596 $8.43M 0.03% -30,112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 22,332 shares; 2025Q1: 15,919 shares; 2025Q2: 12,751 shares; 2025Q3: 10,508 shares 10,508 $8.37M 0.03% -2,243 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,313 shares 161,313 $8.33M 0.03% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,287 shares; 2024Q4: 205,036 shares; 2025Q1: 137,232 shares; 2025Q2: 105,310 shares; 2025Q3: 99,874 shares 99,874 $8.25M 0.03% -5,436 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,736 shares; 2024Q4: 114,502 shares; 2025Q1: 113,462 shares; 2025Q2: 161,088 shares; 2025Q3: 171,930 shares 171,930 $8.24M 0.03% +10,842 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,424 shares; 2024Q4: 56,720 shares; 2025Q1: 47,734 shares; 2025Q2: 165,106 shares; 2025Q3: 177,412 shares 177,412 $8.17M 0.03% +12,306 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,208 shares; 2024Q4: 107,731 shares; 2025Q1: 155,483 shares; 2025Q2: 154,183 shares; 2025Q3: 67,130 shares 67,130 $8.13M 0.03% -87,053 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,883 shares; 2024Q4: 314,025 shares; 2025Q1: 198,712 shares; 2025Q2: 192,360 shares; 2025Q3: 166,549 shares 166,549 $8.05M 0.03% -25,811 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 65,075 shares; 2025Q1: 96,446 shares; 2025Q2: 113,119 shares; 2025Q3: 122,266 shares 122,266 $7.95M 0.03% +9,147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,814 shares; 2024Q4: 62,094 shares; 2025Q1: 106,418 shares; 2025Q2: 117,181 shares; 2025Q3: 208,274 shares 208,274 $7.92M 0.03% +91,093 Timeline AIRR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,176 shares; 2024Q4: 40,145 shares; 2025Q1: 55,527 shares; 2025Q2: 78,176 shares; 2025Q3: 81,884 shares 81,884 $7.92M 0.03% +3,708 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,997 shares; 2024Q4: 120,142 shares; 2025Q1: 81,828 shares; 2025Q2: 68,374 shares; 2025Q3: 62,155 shares 62,155 $7.88M 0.03% -6,219 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 9,148 shares; 2025Q1: 62,582 shares; 2025Q2: 160,881 shares; 2025Q3: 183,059 shares 183,059 $7.86M 0.03% +22,178 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,951 shares; 2025Q2: 69,594 shares; 2025Q3: 254,247 shares 254,247 $7.83M 0.03% +184,653 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,909 shares; 2024Q4: 127,559 shares; 2025Q1: 133,734 shares; 2025Q2: 127,942 shares; 2025Q3: 151,140 shares 151,140 $7.79M 0.03% +23,198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,159 shares; 2024Q4: 54,558 shares; 2025Q1: 44,545 shares; 2025Q2: 42,997 shares; 2025Q3: 42,225 shares 42,225 $7.76M 0.03% -772 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,910 shares; 2024Q4: 364,330 shares; 2025Q1: 422,800 shares; 2025Q2: 341,455 shares; 2025Q3: 273,558 shares 273,558 $7.73M 0.03% -67,897 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,893 shares; 2024Q4: 535,555 shares; 2025Q1: 495,864 shares; 2025Q2: 369,435 shares; 2025Q3: 297,307 shares 297,307 $7.64M 0.03% -72,128 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 3,445 shares; 2025Q1: 3,634 shares; 2025Q2: 3,402 shares; 2025Q3: 3,263 shares 3,263 $7.63M 0.03% -139 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,448 shares 300,448 $7.6M 0.03% new Timeline LMBS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,883 shares; 2024Q4: 185,204 shares; 2025Q1: 189,533 shares; 2025Q2: 151,083 shares; 2025Q3: 150,764 shares 150,764 $7.51M 0.03% -319 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,911 shares; 2024Q4: 72,600 shares; 2025Q1: 75,130 shares; 2025Q2: 101,018 shares; 2025Q3: 209,643 shares 209,643 $7.48M 0.03% +108,625 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,153 shares; 2024Q4: 26,063 shares; 2025Q1: 19,248 shares; 2025Q2: 17,347 shares; 2025Q3: 15,366 shares 15,366 $7.48M 0.03% -1,981 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,927 shares; 2024Q4: 190,116 shares; 2025Q1: 187,547 shares; 2025Q2: 147,891 shares; 2025Q3: 159,304 shares 159,304 $7.44M 0.03% +11,413 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,514 shares; 2024Q4: 458,271 shares; 2025Q1: 384,588 shares; 2025Q2: 310,387 shares; 2025Q3: 270,755 shares 270,755 $7.39M 0.03% -39,632 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,556 shares; 2024Q4: 59,705 shares; 2025Q1: 41,111 shares; 2025Q2: 67,448 shares; 2025Q3: 50,495 shares 50,495 $7.39M 0.03% -16,953 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,880 shares; 2024Q4: 80,375 shares; 2025Q1: 34,950 shares; 2025Q2: 24,233 shares; 2025Q3: 26,155 shares 26,155 $7.37M 0.03% +1,922 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,151 shares; 2024Q4: 391,514 shares; 2025Q1: 320,778 shares; 2025Q2: 221,166 shares; 2025Q3: 186,324 shares 186,324 $7.37M 0.03% -34,842 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,907 shares; 2024Q4: 92,708 shares; 2025Q1: 129,567 shares; 2025Q2: 237,600 shares; 2025Q3: 145,116 shares 145,116 $7.35M 0.03% -92,484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,584 shares; 2024Q4: 996,088 shares; 2025Q1: 1,369,502 shares; 2025Q2: 849,048 shares; 2025Q3: 267,894 shares 267,894 $7.22M 0.03% -581,154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,026 shares; 2024Q4: 19,249 shares; 2025Q1: 17,022 shares; 2025Q2: 17,294 shares; 2025Q3: 18,221 shares 18,221 $7.14M 0.03% +927 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,661 shares; 2024Q4: 88,512 shares; 2025Q1: 91,036 shares; 2025Q2: 69,195 shares; 2025Q3: 72,051 shares 72,051 $7.1M 0.03% +2,856 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,471 shares; 2024Q4: 742,623 shares; 2025Q1: 671,775 shares; 2025Q2: 279,006 shares; 2025Q3: 234,207 shares 234,207 $7.09M 0.03% -44,799 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,020 shares; 2024Q4: 29,661 shares; 2025Q1: 18,817 shares; 2025Q2: 17,762 shares; 2025Q3: 14,379 shares 14,379 $7.06M 0.03% -3,383 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,647 shares; 2024Q4: 18,628 shares; 2025Q1: 9,282 shares; 2025Q2: 36,222 shares; 2025Q3: 32,961 shares 32,961 $7.01M 0.03% -3,261 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,179 shares; 2024Q4: 105,595 shares; 2025Q1: 107,657 shares; 2025Q2: 100,424 shares; 2025Q3: 176,377 shares 176,377 $6.91M 0.03% +75,953 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,427 shares; 2024Q4: 28,181 shares; 2025Q1: 20,422 shares; 2025Q2: 30,421 shares; 2025Q3: 28,787 shares 28,787 $6.89M 0.03% -1,634 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,361 shares; 2024Q4: 37,641 shares; 2025Q1: 27,567 shares; 2025Q2: 19,928 shares; 2025Q3: 22,859 shares 22,859 $6.81M 0.03% +2,931 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,208 shares; 2024Q4: 77,234 shares; 2025Q1: 98,825 shares; 2025Q2: 91,456 shares; 2025Q3: 103,714 shares 103,714 $6.74M 0.02% +12,258 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,182 shares; 2024Q4: 151,503 shares; 2025Q1: 129,154 shares; 2025Q2: 87,966 shares; 2025Q3: 80,276 shares 80,276 $6.74M 0.02% -7,690 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,926 shares; 2024Q4: 163,326 shares; 2025Q1: 127,538 shares; 2025Q2: 114,772 shares; 2025Q3: 148,771 shares 148,771 $6.69M 0.02% +33,999 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 12,103 shares; 2025Q1: 9,116 shares; 2025Q2: 7,162 shares; 2025Q3: 6,165 shares 6,165 $6.65M 0.02% -997 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,069 shares; 2025Q3: 127,077 shares 127,077 $6.64M 0.02% -1,992 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,777 shares; 2024Q4: 88,732 shares; 2025Q1: 121,927 shares; 2025Q2: 120,741 shares; 2025Q3: 129,876 shares 129,876 $6.6M 0.02% +9,135 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,335 shares; 2024Q4: 60,306 shares; 2025Q1: 66,857 shares; 2025Q2: 65,956 shares; 2025Q3: 66,686 shares 66,686 $6.51M 0.02% +730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,063 shares; 2024Q4: 483,999 shares; 2025Q1: 231,139 shares; 2025Q2: 175,123 shares; 2025Q3: 193,313 shares 193,313 $6.46M 0.02% +18,190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,911 shares; 2024Q4: 73,522 shares; 2025Q1: 59,657 shares; 2025Q2: 55,875 shares; 2025Q3: 56,147 shares 56,147 $6.43M 0.02% +272 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,175 shares; 2025Q2: 65,844 shares; 2025Q3: 69,474 shares 69,474 $6.37M 0.02% +3,630 Timeline FSIG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,205 shares; 2024Q4: 447,566 shares; 2025Q1: 405,249 shares; 2025Q2: 339,463 shares; 2025Q3: 330,786 shares 330,786 $6.35M 0.02% -8,677 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,817 shares; 2024Q4: 13,800 shares; 2025Q1: 9,603 shares; 2025Q2: 8,249 shares; 2025Q3: 8,186 shares 8,186 $6.32M 0.02% -63 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,038 shares; 2024Q4: 156,508 shares; 2025Q1: 133,605 shares; 2025Q2: 73,358 shares; 2025Q3: 91,997 shares 91,997 $6.27M 0.02% +18,639 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,454 shares; 2024Q4: 254,937 shares; 2025Q1: 259,511 shares; 2025Q2: 261,495 shares; 2025Q3: 287,393 shares 287,393 $6.26M 0.02% +25,898 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,720 shares; 2024Q4: 48,412 shares; 2025Q1: 27,466 shares; 2025Q2: 24,646 shares; 2025Q3: 20,698 shares 20,698 $6.23M 0.02% -3,948 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,142 shares; 2025Q2: 45,006 shares; 2025Q3: 97,984 shares 97,984 $6.2M 0.02% +52,978 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,375 shares; 2024Q4: 600,366 shares; 2025Q1: 347,143 shares; 2025Q2: 246,714 shares; 2025Q3: 243,273 shares 243,273 $6.2M 0.02% -3,441 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,276 shares; 2024Q4: 71,331 shares; 2025Q1: 49,792 shares; 2025Q2: 46,781 shares; 2025Q3: 53,780 shares 53,780 $6.16M 0.02% +6,999 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,514 shares; 2024Q4: 34,069 shares; 2025Q1: 26,807 shares; 2025Q2: 22,526 shares; 2025Q3: 17,412 shares 17,412 $6.12M 0.02% -5,114 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,848 shares; 2025Q1: 95,047 shares; 2025Q2: 174,325 shares; 2025Q3: 190,571 shares 190,571 $6.05M 0.02% +16,246 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,260 shares; 2024Q4: 47,006 shares; 2025Q1: 65,102 shares; 2025Q2: 97,679 shares; 2025Q3: 130,053 shares 130,053 $6.04M 0.02% +32,374 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,588 shares; 2024Q4: 14,365 shares; 2025Q1: 12,437 shares; 2025Q2: 13,592 shares; 2025Q3: 13,124 shares 13,124 $6M 0.02% -468 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,186 shares; 2024Q4: 153,911 shares; 2025Q1: 163,831 shares; 2025Q2: 163,162 shares; 2025Q3: 168,151 shares 168,151 $6M 0.02% +4,989 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,884 shares; 2024Q4: 67,237 shares; 2025Q1: 62,615 shares; 2025Q2: 88,959 shares; 2025Q3: 90,115 shares 90,115 $5.98M 0.02% +1,156 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,649 shares; 2024Q4: 164,279 shares; 2025Q1: 154,926 shares; 2025Q2: 154,479 shares; 2025Q3: 133,425 shares 133,425 $5.96M 0.02% -21,054 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,675 shares; 2024Q4: 15,353 shares; 2025Q1: 33,445 shares; 2025Q2: 23,674 shares; 2025Q3: 38,218 shares 38,218 $5.89M 0.02% +14,544 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,370 shares; 2024Q4: 102,219 shares; 2025Q1: 97,982 shares; 2025Q2: 78,819 shares; 2025Q3: 77,738 shares 77,738 $5.88M 0.02% -1,081 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,433 shares; 2024Q4: 62,837 shares; 2025Q1: 40,725 shares; 2025Q2: 33,436 shares; 2025Q3: 24,775 shares 24,775 $5.87M 0.02% -8,661 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 14,035 shares; 2025Q1: 73,992 shares; 2025Q2: 77,531 shares; 2025Q3: 81,146 shares 81,146 $5.86M 0.02% +3,615 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,850 shares; 2024Q4: 24,196 shares; 2025Q1: 21,724 shares; 2025Q2: 24,849 shares; 2025Q3: 27,153 shares 27,153 $5.86M 0.02% +2,304 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,149 shares; 2024Q4: 145,087 shares; 2025Q1: 131,254 shares; 2025Q2: 129,989 shares; 2025Q3: 143,502 shares 143,502 $5.84M 0.02% +13,513 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,887 shares; 2024Q4: 55,951 shares; 2025Q1: 39,473 shares; 2025Q2: 31,461 shares; 2025Q3: 26,456 shares 26,456 $5.81M 0.02% -5,005 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,126 shares; 2024Q4: 187,117 shares; 2025Q1: 200,901 shares; 2025Q2: 134,327 shares; 2025Q3: 167,171 shares 167,171 $5.79M 0.02% +32,844 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,671 shares; 2024Q4: 263,654 shares; 2025Q1: 260,919 shares; 2025Q2: 153,300 shares; 2025Q3: 124,801 shares 124,801 $5.77M 0.02% -28,499 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,172 shares; 2024Q4: 115,997 shares; 2025Q1: 92,090 shares; 2025Q2: 80,279 shares; 2025Q3: 71,713 shares 71,713 $5.73M 0.02% -8,566 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,740 shares; 2024Q4: 143,761 shares; 2025Q1: 135,455 shares; 2025Q2: 78,632 shares; 2025Q3: 59,847 shares 59,847 $5.67M 0.02% -18,785 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,557 shares; 2025Q2: 17,390 shares; 2025Q3: 13,300 shares 13,300 $5.66M 0.02% -4,090 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,891 shares; 2024Q4: 87,778 shares; 2025Q1: 107,923 shares; 2025Q2: 130,321 shares; 2025Q3: 115,379 shares 115,379 $5.65M 0.02% -14,942 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,124 shares; 2024Q4: 47,356 shares; 2025Q1: 41,987 shares; 2025Q2: 42,194 shares; 2025Q3: 37,799 shares 37,799 $5.62M 0.02% -4,395 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,514 shares; 2025Q1: 150,712 shares; 2025Q2: 182,688 shares; 2025Q3: 199,796 shares 199,796 $5.59M 0.02% +17,108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,540 shares; 2024Q4: 28,099 shares; 2025Q1: 21,725 shares; 2025Q2: 11,727 shares; 2025Q3: 11,175 shares 11,175 $5.58M 0.02% -552 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,823 shares; 2024Q4: 443,887 shares; 2025Q1: 490,489 shares; 2025Q2: 192,624 shares; 2025Q3: 88,456 shares 88,456 $5.57M 0.02% -104,168 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,838 shares; 2024Q4: 31,237 shares; 2025Q1: 25,841 shares; 2025Q2: 29,508 shares; 2025Q3: 27,644 shares 27,644 $5.55M 0.02% -1,864 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 14,391 shares; 2025Q1: 7,271 shares; 2025Q2: 7,002 shares; 2025Q3: 7,053 shares 7,053 $5.52M 0.02% +51 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,064 shares; 2024Q4: 89,396 shares; 2025Q1: 73,615 shares; 2025Q2: 63,789 shares; 2025Q3: 50,138 shares 50,138 $5.51M 0.02% -13,651 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 21,446 shares; 2025Q1: 23,426 shares; 2025Q2: 34,020 shares; 2025Q3: 31,477 shares 31,477 $5.48M 0.02% -2,543 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,865 shares; 2024Q4: 40,707 shares; 2025Q1: 35,204 shares; 2025Q2: 30,864 shares; 2025Q3: 28,606 shares 28,606 $5.45M 0.02% -2,258 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,732 shares; 2024Q4: 49,627 shares; 2025Q1: 43,734 shares; 2025Q2: 39,128 shares; 2025Q3: 34,817 shares 34,817 $5.4M 0.02% -4,311 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,466 shares; 2025Q1: 119,523 shares; 2025Q2: 158,461 shares; 2025Q3: 176,651 shares 176,651 $5.36M 0.02% +18,190 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,875 shares; 2024Q4: 74,215 shares; 2025Q1: 54,824 shares; 2025Q2: 58,062 shares; 2025Q3: 52,149 shares 52,149 $5.29M 0.02% -5,913 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,014 shares; 2024Q4: 41,612 shares; 2025Q1: 39,808 shares; 2025Q2: 36,671 shares; 2025Q3: 24,526 shares 24,526 $5.29M 0.02% -12,145 Timeline CLOA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,192 shares; 2024Q4: 87,628 shares; 2025Q1: 35,327 shares; 2025Q2: 83,452 shares; 2025Q3: 101,318 shares 101,318 $5.27M 0.02% +17,866 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 6,148 shares; 2025Q1: 16,605 shares; 2025Q2: 16,274 shares; 2025Q3: 16,399 shares 16,399 $5.25M 0.02% +125 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,145 shares; 2024Q4: 65,145 shares; 2025Q1: 38,052 shares; 2025Q2: 112,427 shares; 2025Q3: 121,056 shares 121,056 $5.24M 0.02% +8,629 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 4,641 shares; 2025Q1: 3,741 shares; 2025Q2: 56,139 shares; 2025Q3: 48,420 shares 48,420 $5.22M 0.02% -7,719 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,471 shares; 2024Q4: 79,242 shares; 2025Q1: 80,114 shares; 2025Q2: 115,006 shares; 2025Q3: 108,054 shares 108,054 $5.21M 0.02% -6,952 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,434 shares; 2025Q1: 3,946 shares; 2025Q2: 3,941 shares; 2025Q3: 3,918 shares 3,918 $5.16M 0.02% -23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,469 shares; 2024Q4: 15,378 shares; 2025Q1: 9,870 shares; 2025Q2: 15,206 shares; 2025Q3: 6,806 shares 6,806 $5.08M 0.02% -8,400 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,342 shares; 2024Q4: 49,443 shares; 2025Q1: 48,162 shares; 2025Q2: 29,132 shares; 2025Q3: 26,364 shares 26,364 $5.08M 0.02% -2,768 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,875 shares; 2024Q4: 150,769 shares; 2025Q1: 156,233 shares; 2025Q2: 164,968 shares; 2025Q3: 135,544 shares 135,544 $5.07M 0.02% -29,424 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,621 shares; 2024Q4: 38,181 shares; 2025Q1: 30,194 shares; 2025Q2: 16,858 shares; 2025Q3: 16,447 shares 16,447 $5M 0.02% -411 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 18,550 shares; 2025Q1: 14,271 shares; 2025Q2: 10,784 shares; 2025Q3: 21,137 shares 21,137 $4.98M 0.02% +10,353 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,122 shares; 2024Q4: 47,651 shares; 2025Q1: 17,781 shares; 2025Q2: 19,310 shares; 2025Q3: 17,508 shares 17,508 $4.94M 0.02% -1,802 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 33,861 shares; 2025Q1: 34,878 shares; 2025Q2: 127,646 shares; 2025Q3: 101,316 shares 101,316 $4.94M 0.02% -26,330 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,605 shares; 2024Q4: 17,235 shares; 2025Q1: 18,625 shares; 2025Q2: 13,184 shares; 2025Q3: 26,317 shares 26,317 $4.92M 0.02% +13,133 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,527 shares; 2024Q4: 29,114 shares; 2025Q1: 36,459 shares; 2025Q2: 80,969 shares; 2025Q3: 96,794 shares 96,794 $4.87M 0.02% +15,825 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,383 shares; 2024Q4: 104,044 shares; 2025Q1: 103,424 shares; 2025Q2: 100,993 shares; 2025Q3: 104,863 shares 104,863 $4.84M 0.02% +3,870 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,974 shares; 2024Q4: 57,121 shares; 2025Q1: 44,315 shares; 2025Q2: 36,827 shares; 2025Q3: 19,103 shares 19,103 $4.8M 0.02% -17,724 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,512 shares; 2024Q4: 32,241 shares; 2025Q1: 22,962 shares; 2025Q2: 27,895 shares; 2025Q3: 24,983 shares 24,983 $4.8M 0.02% -2,912 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,412 shares; 2024Q4: 77,978 shares; 2025Q1: 35,395 shares; 2025Q2: 32,529 shares; 2025Q3: 30,430 shares 30,430 $4.79M 0.02% -2,099 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,393 shares; 2024Q4: 159,819 shares; 2025Q1: 151,085 shares; 2025Q2: 85,923 shares; 2025Q3: 52,095 shares 52,095 $4.76M 0.02% -33,828 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,101 shares; 2024Q4: 68,886 shares; 2025Q1: 42,449 shares; 2025Q2: 33,557 shares; 2025Q3: 27,971 shares 27,971 $4.71M 0.02% -5,586 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,953 shares; 2024Q4: 75,590 shares; 2025Q1: 83,190 shares; 2025Q2: 79,105 shares; 2025Q3: 73,552 shares 73,552 $4.66M 0.02% -5,553 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,231 shares; 2024Q4: 56,988 shares; 2025Q1: 56,482 shares; 2025Q2: 58,487 shares; 2025Q3: 31,829 shares 31,829 $4.64M 0.02% -26,658 Timeline UCON 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,475 shares; 2024Q4: 194,863 shares; 2025Q1: 225,340 shares; 2025Q2: 240,141 shares; 2025Q3: 182,699 shares 182,699 $4.6M 0.02% -57,442 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 15,623 shares; 2025Q1: 14,280 shares; 2025Q2: 12,443 shares; 2025Q3: 10,741 shares 10,741 $4.58M 0.02% -1,702 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,935 shares; 2024Q4: 63,360 shares; 2025Q1: 64,786 shares; 2025Q2: 72,024 shares; 2025Q3: 66,551 shares 66,551 $4.56M 0.02% -5,473 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,904 shares; 2024Q4: 66,094 shares; 2025Q1: 69,696 shares; 2025Q2: 51,338 shares; 2025Q3: 56,750 shares 56,750 $4.52M 0.02% +5,412 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,212 shares; 2024Q4: 160,616 shares; 2025Q1: 141,152 shares; 2025Q2: 114,174 shares; 2025Q3: 55,556 shares 55,556 $4.51M 0.02% -58,618 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,633 shares; 2024Q4: 241,517 shares; 2025Q1: 175,231 shares; 2025Q2: 110,108 shares; 2025Q3: 99,637 shares 99,637 $4.49M 0.02% -10,471 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,421 shares; 2024Q4: 98,896 shares; 2025Q1: 83,899 shares; 2025Q2: 82,746 shares; 2025Q3: 95,827 shares 95,827 $4.38M 0.02% +13,081 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,608 shares; 2024Q4: 156,607 shares; 2025Q1: 145,528 shares; 2025Q2: 146,380 shares; 2025Q3: 85,928 shares 85,928 $4.34M 0.02% -60,452 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 31,577 shares; 2025Q1: 19,628 shares; 2025Q2: 18,696 shares; 2025Q3: 17,558 shares 17,558 $4.34M 0.02% -1,138 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 8,226 shares; 2025Q1: 4,824 shares; 2025Q2: 6,280 shares; 2025Q3: 13,392 shares 13,392 $4.33M 0.02% +7,112 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,058 shares; 2024Q4: 14,719 shares; 2025Q1: 11,986 shares; 2025Q2: 9,095 shares; 2025Q3: 9,006 shares 9,006 $4.3M 0.02% -89 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,253 shares; 2024Q4: 130,131 shares; 2025Q1: 137,658 shares; 2025Q2: 143,325 shares; 2025Q3: 181,614 shares 181,614 $4.26M 0.02% +38,289 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 13,371 shares; 2025Q1: 11,918 shares; 2025Q2: 12,052 shares; 2025Q3: 10,039 shares 10,039 $4.24M 0.02% -2,013 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,266 shares; 2024Q4: 104,330 shares; 2025Q1: 64,044 shares; 2025Q2: 50,662 shares; 2025Q3: 46,655 shares 46,655 $4.18M 0.02% -4,007 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,001 shares; 2024Q4: 50,649 shares; 2025Q1: 55,416 shares; 2025Q2: 42,952 shares; 2025Q3: 43,442 shares 43,442 $4.17M 0.02% +490 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: 8,298 shares; 2025Q1: 5,454 shares; 2025Q2: 4,931 shares; 2025Q3: 4,520 shares 4,520 $4.16M 0.02% -411 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,449 shares; 2024Q4: 48,521 shares; 2025Q1: 39,509 shares; 2025Q2: 34,026 shares; 2025Q3: 31,014 shares 31,014 $4.14M 0.02% -3,012 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,176 shares; 2024Q4: 82,448 shares; 2025Q1: 64,604 shares; 2025Q2: 64,061 shares; 2025Q3: 61,345 shares 61,345 $4.13M 0.02% -2,716 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,327 shares; 2024Q4: 97,212 shares; 2025Q1: 105,011 shares; 2025Q2: 39,370 shares; 2025Q3: 173,673 shares 173,673 $4.12M 0.02% +134,303 Timeline YLD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,497 shares; 2025Q2: 201,350 shares; 2025Q3: 211,712 shares 211,712 $4.12M 0.02% +10,362 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,916 shares; 2024Q4: 146,769 shares; 2025Q1: 79,206 shares; 2025Q2: 62,058 shares; 2025Q3: 53,509 shares 53,509 $4.11M 0.02% -8,549 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,851 shares; 2024Q4: 454,452 shares; 2025Q1: 339,288 shares; 2025Q2: 365,377 shares; 2025Q3: 93,327 shares 93,327 $4.1M 0.02% -272,050 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 6,019 shares; 2025Q1: 4,110 shares; 2025Q2: 17,416 shares; 2025Q3: 17,441 shares 17,441 $4.1M 0.02% +25 Timeline JQUA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,573 shares; 2024Q4: 103,115 shares; 2025Q1: 92,913 shares; 2025Q2: 69,889 shares; 2025Q3: 64,834 shares 64,834 $4.08M 0.02% -5,055 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,114 shares; 2024Q4: 37,961 shares; 2025Q1: 24,482 shares; 2025Q2: 21,725 shares; 2025Q3: 20,193 shares 20,193 $4.07M 0.02% -1,532 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,629 shares; 2024Q4: 14,806 shares; 2025Q1: 10,286 shares; 2025Q2: 11,185 shares; 2025Q3: 10,957 shares 10,957 $4.05M 0.01% -228 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,151 shares; 2024Q4: 116,940 shares; 2025Q1: 87,077 shares; 2025Q2: 65,422 shares; 2025Q3: 62,601 shares 62,601 $4.02M 0.01% -2,821 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,139 shares; 2024Q4: 82,644 shares; 2025Q1: 81,105 shares; 2025Q2: 85,969 shares; 2025Q3: 69,801 shares 69,801 $4.01M 0.01% -16,168 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,839 shares; 2024Q4: 89,134 shares; 2025Q1: 64,118 shares; 2025Q2: 63,898 shares; 2025Q3: 67,052 shares 67,052 $4M 0.01% +3,154 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,630 shares; 2024Q4: 24,759 shares; 2025Q1: 17,489 shares; 2025Q2: 16,571 shares; 2025Q3: 13,861 shares 13,861 $4M 0.01% -2,710 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,588 shares; 2024Q4: 23,725 shares; 2025Q1: 18,858 shares; 2025Q2: 14,706 shares; 2025Q3: 13,582 shares 13,582 $3.99M 0.01% -1,124 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,632 shares; 2024Q4: 65,728 shares; 2025Q1: 81,080 shares; 2025Q2: 89,321 shares; 2025Q3: 100,153 shares 100,153 $3.99M 0.01% +10,832 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,313 shares; 2024Q4: 117,424 shares; 2025Q1: 119,866 shares; 2025Q2: 95,532 shares; 2025Q3: 91,543 shares 91,543 $3.97M 0.01% -3,989 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 12,754 shares; 2025Q1: 5,031 shares; 2025Q2: 4,524 shares; 2025Q3: 4,037 shares 4,037 $3.91M 0.01% -487 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,712 shares; 2024Q4: 39,289 shares; 2025Q1: 33,422 shares; 2025Q2: 33,652 shares; 2025Q3: 34,555 shares 34,555 $3.89M 0.01% +903 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,126 shares; 2024Q4: 254,930 shares; 2025Q1: 206,097 shares; 2025Q2: 112,089 shares; 2025Q3: 112,320 shares 112,320 $3.86M 0.01% +231 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,329 shares; 2024Q4: 52,616 shares; 2025Q1: 51,228 shares; 2025Q2: 53,039 shares; 2025Q3: 53,077 shares 53,077 $3.86M 0.01% +38 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,818 shares; 2024Q4: 50,209 shares; 2025Q1: 29,646 shares; 2025Q2: 62,627 shares; 2025Q3: 51,089 shares 51,089 $3.85M 0.01% -11,538 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,698 shares; 2024Q4: 31,983 shares; 2025Q1: 12,345 shares; 2025Q2: 69,070 shares; 2025Q3: 71,643 shares 71,643 $3.8M 0.01% +2,573 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,529 shares; 2024Q4: 42,461 shares; 2025Q1: 42,383 shares; 2025Q2: 9,567 shares; 2025Q3: 9,438 shares 9,438 $3.8M 0.01% -129 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,669 shares; 2024Q4: 329,048 shares; 2025Q1: 263,605 shares; 2025Q2: 80,666 shares; 2025Q3: 79,260 shares 79,260 $3.79M 0.01% -1,406 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,370 shares; 2024Q4: 73,008 shares; 2025Q1: 56,718 shares; 2025Q2: 53,432 shares; 2025Q3: 45,104 shares 45,104 $3.79M 0.01% -8,328 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,683 shares; 2024Q4: 41,269 shares; 2025Q1: 24,113 shares; 2025Q2: 21,823 shares; 2025Q3: 21,136 shares 21,136 $3.78M 0.01% -687 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,722 shares; 2024Q4: 29,649 shares; 2025Q1: 25,723 shares; 2025Q2: 23,607 shares; 2025Q3: 26,488 shares 26,488 $3.76M 0.01% +2,881 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 21,200 shares; 2025Q1: 15,759 shares; 2025Q2: 14,573 shares; 2025Q3: 13,324 shares 13,324 $3.76M 0.01% -1,249 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,841 shares; 2024Q4: 169,855 shares; 2025Q1: 180,992 shares; 2025Q2: 86,246 shares; 2025Q3: 109,691 shares 109,691 $3.75M 0.01% +23,445 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 17,643 shares; 2025Q1: 10,257 shares; 2025Q2: 12,095 shares; 2025Q3: 9,038 shares 9,038 $3.75M 0.01% -3,057 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 31,396 shares; 2025Q1: 16,211 shares; 2025Q2: 15,817 shares; 2025Q3: 13,841 shares 13,841 $3.7M 0.01% -1,976 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,430 shares; 2025Q1: 11,537 shares; 2025Q2: 29,480 shares; 2025Q3: 25,719 shares 25,719 $3.68M 0.01% -3,761 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,167 shares; 2024Q4: 68,910 shares; 2025Q1: 43,127 shares; 2025Q2: 39,501 shares; 2025Q3: 26,997 shares 26,997 $3.67M 0.01% -12,504 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,603 shares; 2024Q4: 112,181 shares; 2025Q1: 86,710 shares; 2025Q2: 80,069 shares; 2025Q3: 77,394 shares 77,394 $3.65M 0.01% -2,675 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,573 shares; 2024Q4: 58,871 shares; 2025Q1: 45,596 shares; 2025Q2: 46,344 shares; 2025Q3: 45,115 shares 45,115 $3.64M 0.01% -1,229 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,301 shares; 2024Q4: 115,946 shares; 2025Q1: 188,761 shares; 2025Q2: 85,501 shares; 2025Q3: 104,253 shares 104,253 $3.62M 0.01% +18,752 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,060 shares; 2024Q4: 68,148 shares; 2025Q1: 27,398 shares; 2025Q2: 9,149 shares; 2025Q3: 15,040 shares 15,040 $3.6M 0.01% +5,891 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,488 shares; 2024Q4: 207,461 shares; 2025Q1: 243,247 shares; 2025Q2: 93,705 shares; 2025Q3: 81,130 shares 81,130 $3.56M 0.01% -12,575 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,883 shares; 2024Q4: 10,112 shares; 2025Q1: 6,601 shares; 2025Q2: 6,004 shares; 2025Q3: 5,092 shares 5,092 $3.55M 0.01% -912 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,199 shares; 2024Q4: 186,735 shares; 2025Q1: 208,735 shares; 2025Q2: 162,094 shares; 2025Q3: 123,274 shares 123,274 $3.42M 0.01% -38,820 Timeline KBWB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,252 shares; 2025Q1: 23,654 shares; 2025Q2: 55,166 shares; 2025Q3: 43,516 shares 43,516 $3.4M 0.01% -11,650 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,949 shares; 2024Q4: 18,220 shares; 2025Q1: 11,893 shares; 2025Q2: 10,326 shares; 2025Q3: 9,907 shares 9,907 $3.38M 0.01% -419 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,029 shares; 2024Q4: 58,892 shares; 2025Q1: 46,525 shares; 2025Q2: 33,233 shares; 2025Q3: 30,974 shares 30,974 $3.37M 0.01% -2,259 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,901 shares; 2024Q4: 65,401 shares; 2025Q1: 55,170 shares; 2025Q2: 57,330 shares; 2025Q3: 54,399 shares 54,399 $3.31M 0.01% -2,931 Timeline JBBB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 32,965 shares; 2025Q1: 20,665 shares; 2025Q2: 48,519 shares; 2025Q3: 68,550 shares 68,550 $3.3M 0.01% +20,031 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,004 shares; 2024Q4: 51,059 shares; 2025Q1: 39,204 shares; 2025Q2: 39,010 shares; 2025Q3: 43,556 shares 43,556 $3.26M 0.01% +4,546 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 23,926 shares; 2025Q1: 28,052 shares; 2025Q2: 31,150 shares; 2025Q3: 39,682 shares 39,682 $3.23M 0.01% +8,532 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,726 shares; 2024Q4: 33,971 shares; 2025Q1: 60,565 shares; 2025Q2: 55,790 shares; 2025Q3: 53,757 shares 53,757 $3.21M 0.01% -2,033 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,737 shares; 2024Q4: 42,878 shares; 2025Q1: 38,341 shares; 2025Q2: 50,060 shares; 2025Q3: 47,926 shares 47,926 $3.21M 0.01% -2,134 Timeline QQMG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,283 shares; 2024Q4: 85,664 shares; 2025Q1: 85,526 shares; 2025Q2: 74,543 shares; 2025Q3: 76,872 shares 76,872 $3.18M 0.01% +2,329 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,110 shares 86,110 $3.17M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 21,292 shares; 2025Q1: 12,594 shares; 2025Q2: 11,577 shares; 2025Q3: 9,016 shares 9,016 $3.12M 0.01% -2,561 Timeline HYLS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,456 shares; 2024Q4: 67,819 shares; 2025Q1: 81,556 shares; 2025Q2: 68,801 shares; 2025Q3: 74,069 shares 74,069 $3.11M 0.01% +5,268 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 11,673 shares; 2025Q1: 8,698 shares; 2025Q2: 54,783 shares; 2025Q3: 45,113 shares 45,113 $3.1M 0.01% -9,670 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,138 shares; 2024Q4: 286,331 shares; 2025Q1: 308,987 shares; 2025Q2: 61,783 shares; 2025Q3: 53,934 shares 53,934 $3.1M 0.01% -7,849 Timeline VRP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,543 shares; 2024Q4: 88,601 shares; 2025Q1: 93,841 shares; 2025Q2: 115,026 shares; 2025Q3: 124,681 shares 124,681 $3.08M 0.01% +9,655 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,142 shares; 2024Q4: 45,017 shares; 2025Q1: 16,060 shares; 2025Q2: 70,466 shares; 2025Q3: 71,129 shares 71,129 $3.07M 0.01% +663 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,256 shares; 2024Q4: 71,177 shares; 2025Q1: 57,257 shares; 2025Q2: 54,672 shares; 2025Q3: 61,341 shares 61,341 $3.06M 0.01% +6,669 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,971 shares; 2024Q4: 16,743 shares; 2025Q1: 10,990 shares; 2025Q2: 10,455 shares; 2025Q3: 9,625 shares 9,625 $3.06M 0.01% -830 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 6,310 shares; 2025Q1: 4,577 shares; 2025Q2: 5,082 shares; 2025Q3: 5,120 shares 5,120 $3.05M 0.01% +38 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,135 shares; 2024Q4: 33,291 shares; 2025Q1: 32,059 shares; 2025Q2: 23,688 shares; 2025Q3: 27,390 shares 27,390 $3.03M 0.01% +3,702 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,659 shares; 2024Q4: 29,357 shares; 2025Q1: 18,358 shares; 2025Q2: 17,153 shares; 2025Q3: 16,168 shares 16,168 $3.03M 0.01% -985 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,515 shares; 2024Q4: 64,341 shares; 2025Q1: 67,221 shares; 2025Q2: 38,170 shares; 2025Q3: 25,118 shares 25,118 $3M 0.01% -13,052 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,170 shares; 2024Q4: 56,330 shares; 2025Q1: 39,093 shares; 2025Q2: 54,723 shares; 2025Q3: 61,893 shares 61,893 $3M 0.01% +7,170 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,378 shares; 2024Q4: 25,822 shares; 2025Q1: 23,993 shares; 2025Q2: 20,922 shares; 2025Q3: 15,232 shares 15,232 $2.99M 0.01% -5,690 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,252 shares; 2024Q4: 22,600 shares; 2025Q1: 15,796 shares; 2025Q2: 20,128 shares; 2025Q3: 24,880 shares 24,880 $2.98M 0.01% +4,752 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,329 shares; 2024Q4: 16,680 shares; 2025Q1: 10,237 shares; 2025Q2: 9,393 shares; 2025Q3: 8,891 shares 8,891 $2.95M 0.01% -502 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,631 shares; 2024Q4: 148,867 shares; 2025Q1: 142,246 shares; 2025Q2: 115,767 shares; 2025Q3: 124,505 shares 124,505 $2.94M 0.01% +8,738 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,240 shares; 2024Q4: 90,313 shares; 2025Q1: 126,434 shares; 2025Q2: 97,364 shares; 2025Q3: 109,136 shares 109,136 $2.9M 0.01% +11,772 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,027 shares; 2024Q4: 62,867 shares; 2025Q1: 48,679 shares; 2025Q2: 46,393 shares; 2025Q3: 50,335 shares 50,335 $2.87M 0.01% +3,942 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 17,666 shares; 2025Q1: 15,324 shares; 2025Q2: 11,849 shares; 2025Q3: 10,404 shares 10,404 $2.85M 0.01% -1,445 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,560 shares; 2024Q4: 63,211 shares; 2025Q1: 77,425 shares; 2025Q2: 56,007 shares; 2025Q3: 47,437 shares 47,437 $2.85M 0.01% -8,570 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,554 shares; 2024Q4: 26,056 shares; 2025Q1: 15,803 shares; 2025Q2: 11,724 shares; 2025Q3: 10,784 shares 10,784 $2.81M 0.01% -940 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,158 shares; 2024Q4: 143,784 shares; 2025Q1: 147,217 shares; 2025Q2: 129,185 shares; 2025Q3: 138,217 shares 138,217 $2.81M 0.01% +9,032 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,602 shares; 2024Q4: 263,094 shares; 2025Q1: 271,624 shares; 2025Q2: 243,154 shares; 2025Q3: 263,397 shares 263,397 $2.81M 0.01% +20,243 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,815 shares; 2024Q4: 51,351 shares; 2025Q1: 46,827 shares; 2025Q2: 67,531 shares; 2025Q3: 33,509 shares 33,509 $2.8M 0.01% -34,022 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,292 shares; 2024Q4: 55,741 shares; 2025Q1: 62,380 shares; 2025Q2: 78,544 shares; 2025Q3: 96,890 shares 96,890 $2.78M 0.01% +18,346 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,101 shares; 2024Q4: 52,483 shares; 2025Q1: 14,054 shares; 2025Q2: 17,375 shares; 2025Q3: 22,158 shares 22,158 $2.76M 0.01% +4,783 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,997 shares; 2024Q4: 47,548 shares; 2025Q1: 38,907 shares; 2025Q2: 39,755 shares; 2025Q3: 40,838 shares 40,838 $2.74M 0.01% +1,083 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,428 shares; 2025Q1: 861 shares; 2025Q2: 5,747 shares; 2025Q3: 5,464 shares 5,464 $2.73M 0.01% -283 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 10,310 shares; 2025Q1: 4,660 shares; 2025Q2: 5,587 shares; 2025Q3: 4,409 shares 4,409 $2.71M 0.01% -1,178 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,529 shares; 2024Q4: 97,492 shares; 2025Q1: 82,509 shares; 2025Q2: 62,863 shares; 2025Q3: 60,692 shares 60,692 $2.7M 0.01% -2,171 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,906 shares; 2024Q4: 126,407 shares; 2025Q1: 153,711 shares; 2025Q2: 49,223 shares; 2025Q3: 97,206 shares 97,206 $2.7M 0.01% +47,983 Timeline AVDV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 13,647 shares; 2025Q1: 35,641 shares; 2025Q2: 31,338 shares; 2025Q3: 30,109 shares 30,109 $2.68M 0.01% -1,229 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,535 shares; 2024Q4: 79,089 shares; 2025Q1: not reported; 2025Q2: 297,204 shares; 2025Q3: 270,277 shares 270,277 $2.68M 0.01% -26,927 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 11,908 shares; 2025Q1: 20,469 shares; 2025Q2: 17,010 shares; 2025Q3: 15,082 shares 15,082 $2.67M 0.01% -1,928 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 5,315 shares; 2025Q1: 23,828 shares; 2025Q2: 50,488 shares; 2025Q3: 58,086 shares 58,086 $2.66M 0.01% +7,598 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,021 shares; 2024Q4: 64,871 shares; 2025Q1: 62,129 shares; 2025Q2: 33,397 shares; 2025Q3: 28,302 shares 28,302 $2.65M 0.01% -5,095 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 6,581 shares; 2025Q1: 7,259 shares; 2025Q2: 6,836 shares; 2025Q3: 5,442 shares 5,442 $2.59M 0.01% -1,394 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 3,875 shares; 2025Q1: 3,497 shares; 2025Q2: 4,148 shares; 2025Q3: 4,093 shares 4,093 $2.58M 0.01% -55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,091 shares; 2024Q4: 21,358 shares; 2025Q1: 43,015 shares; 2025Q2: 62,569 shares; 2025Q3: 21,763 shares 21,763 $2.58M 0.01% -40,806 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,919 shares; 2024Q4: 23,643 shares; 2025Q1: 19,552 shares; 2025Q2: 15,828 shares; 2025Q3: 12,447 shares 12,447 $2.55M 0.01% -3,381 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,794 shares; 2024Q4: 38,379 shares; 2025Q1: 28,858 shares; 2025Q2: 22,635 shares; 2025Q3: 15,955 shares 15,955 $2.55M 0.01% -6,680 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,695 shares; 2024Q4: 64,514 shares; 2025Q1: 65,245 shares; 2025Q2: 57,684 shares; 2025Q3: 60,951 shares 60,951 $2.55M 0.01% +3,267 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,079 shares; 2025Q2: 24,999 shares; 2025Q3: 89,158 shares 89,158 $2.53M 0.01% +64,159 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,221 shares; 2024Q4: 39,913 shares; 2025Q1: 28,289 shares; 2025Q2: 24,484 shares; 2025Q3: 7,158 shares 7,158 $2.52M 0.01% -17,326 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 14,128 shares; 2025Q1: 13,895 shares; 2025Q2: 11,771 shares; 2025Q3: 8,341 shares 8,341 $2.52M 0.01% -3,430 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 22,360 shares; 2025Q1: 22,558 shares; 2025Q2: 16,437 shares; 2025Q3: 18,203 shares 18,203 $2.52M 0.01% +1,766 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,697 shares; 2024Q4: 45,423 shares; 2025Q1: 38,564 shares; 2025Q2: 33,396 shares; 2025Q3: 22,385 shares 22,385 $2.51M 0.01% -11,011 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 11,802 shares; 2025Q1: 8,215 shares; 2025Q2: 8,104 shares; 2025Q3: 7,517 shares 7,517 $2.5M 0.01% -587 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,972 shares; 2024Q4: 37,063 shares; 2025Q1: 23,283 shares; 2025Q2: 19,594 shares; 2025Q3: 19,381 shares 19,381 $2.49M 0.01% -213 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,830 shares; 2024Q4: 19,687 shares; 2025Q1: 19,776 shares; 2025Q2: 21,739 shares; 2025Q3: 17,310 shares 17,310 $2.47M 0.01% -4,429 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,504 shares; 2024Q4: 16,936 shares; 2025Q1: 10,766 shares; 2025Q2: 15,085 shares; 2025Q3: 13,846 shares 13,846 $2.47M 0.01% -1,239 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,437 shares; 2024Q4: 23,368 shares; 2025Q1: 17,109 shares; 2025Q2: 15,599 shares; 2025Q3: 14,247 shares 14,247 $2.46M 0.01% -1,352 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,654 shares; 2024Q4: 24,916 shares; 2025Q1: 20,392 shares; 2025Q2: 29,043 shares; 2025Q3: 28,138 shares 28,138 $2.45M 0.01% -905 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 23,818 shares; 2025Q1: 16,409 shares; 2025Q2: 16,623 shares; 2025Q3: 29,902 shares 29,902 $2.45M 0.01% +13,279 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,011 shares; 2024Q4: 38,796 shares; 2025Q1: 40,199 shares; 2025Q2: 36,462 shares; 2025Q3: 38,515 shares 38,515 $2.45M 0.01% +2,053 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 2,625 shares; 2025Q1: 1,811 shares; 2025Q2: 2,230 shares; 2025Q3: 1,625 shares 1,625 $2.43M 0.01% -605 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,233 shares; 2025Q1: 116,101 shares; 2025Q2: 93,174 shares; 2025Q3: 69,928 shares 69,928 $2.43M 0.01% -23,246 Timeline FTCB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,153 shares; 2025Q1: 231,633 shares; 2025Q2: 124,495 shares; 2025Q3: 113,118 shares 113,118 $2.41M 0.01% -11,377 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,530 shares; 2024Q4: 42,405 shares; 2025Q1: 49,805 shares; 2025Q2: 66,852 shares; 2025Q3: 43,063 shares 43,063 $2.4M 0.01% -23,789 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,045 shares; 2024Q4: 92,655 shares; 2025Q1: 9,428 shares; 2025Q2: 9,975 shares; 2025Q3: 26,780 shares 26,780 $2.39M 0.01% +16,805 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,037 shares; 2024Q4: 43,424 shares; 2025Q1: 27,437 shares; 2025Q2: 22,163 shares; 2025Q3: 31,736 shares 31,736 $2.38M 0.01% +9,573 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,320 shares; 2024Q4: 73,806 shares; 2025Q1: 52,945 shares; 2025Q2: 54,743 shares; 2025Q3: 34,667 shares 34,667 $2.34M 0.01% -20,076 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,821 shares; 2024Q4: 205,789 shares; 2025Q1: 162,380 shares; 2025Q2: 162,207 shares; 2025Q3: 135,611 shares 135,611 $2.34M 0.01% -26,596 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,461 shares; 2024Q4: 12,647 shares; 2025Q1: 9,955 shares; 2025Q2: 15,794 shares; 2025Q3: 11,478 shares 11,478 $2.33M 0.01% -4,316 Timeline FSMB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,266 shares; 2024Q4: 97,963 shares; 2025Q1: 118,285 shares; 2025Q2: 118,889 shares; 2025Q3: 114,873 shares 114,873 $2.31M 0.01% -4,016 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,452 shares; 2024Q4: 116,726 shares; 2025Q1: 74,569 shares; 2025Q2: 50,870 shares; 2025Q3: 41,485 shares 41,485 $2.3M 0.01% -9,385 Timeline