IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,152,922 shares 3,152,922 $2.16B 7.58% +87,784 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,754,627 shares 4,754,627 $1.32B 4.62% -39,165 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; 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; 2025Q4: 1,859,900 shares 1,859,900 $1.17B 4.1% +34,945 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; 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; 2025Q4: 26,792,150 shares 26,792,150 $1.12B 3.92% +23,630 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 12,804,813 shares 12,804,813 $861M 3.02% +1,387,943 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; 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; 2025Q4: 2,763,453 shares 2,763,453 $802M 2.82% +104,439 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 8,904,224 shares 8,904,224 $797M 2.8% +105,373 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,767,348 shares 7,767,348 $776M 2.72% +295,929 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; 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; 2025Q4: 12,029,160 shares 12,029,160 $751M 2.64% +174,800 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,332,301 shares 6,332,301 $582M 2.04% +93,664 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 12,467,587 shares 12,467,587 $580M 2.04% +363,749 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,540,243 shares 2,540,243 $539M 1.89% +816,767 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,400,273 shares 7,400,273 $528M 1.86% -413,978 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; 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; 2025Q4: 8,261,259 shares 8,261,259 $502M 1.76% +398,856 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; 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; 2025Q4: 10,216,629 shares 10,216,629 $494M 1.73% +441,475 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; 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; 2025Q4: 16,305,253 shares 16,305,253 $483M 1.7% +157,781 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; 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; 2025Q4: 13,359,462 shares 13,359,462 $474M 1.67% +55,514 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,698,611 shares 3,698,611 $456M 1.6% +147,279 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,856,534 shares 2,856,534 $403M 1.41% +33,247 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; 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; 2025Q4: 4,449,447 shares 4,449,447 $351M 1.23% +195,541 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,869 shares; 2024Q4: 68,089 shares; 2025Q1: 408,814 shares; 2025Q2: 543,312 shares; 2025Q3: 965,510 shares; 2025Q4: 1,012,343 shares 1,012,343 $347M 1.22% +46,833 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; 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; 2025Q4: 3,109,825 shares 3,109,825 $309M 1.09% +48,493 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; 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; 2025Q4: 2,166,409 shares 2,166,409 $306M 1.07% +82,448 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; 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; 2025Q4: 5,269,272 shares 5,269,272 $283M 0.99% +117,779 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,518 shares; 2024Q4: 317,504 shares; 2025Q1: 243,590 shares; 2025Q2: 292,259 shares; 2025Q3: 378,456 shares; 2025Q4: 403,527 shares 403,527 $275M 0.97% +25,071 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,881,084 shares 1,881,084 $258M 0.9% +59,578 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,262,561 shares 1,262,561 $235M 0.83% +56,744 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,274,092 shares 2,274,092 $231M 0.81% +40,951 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,353 shares; 2024Q4: 552,911 shares; 2025Q1: 455,878 shares; 2025Q2: 473,560 shares; 2025Q3: 466,147 shares; 2025Q4: 476,362 shares 476,362 $230M 0.81% +10,215 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,504 shares; 2024Q4: 875,674 shares; 2025Q1: 764,653 shares; 2025Q2: 778,438 shares; 2025Q3: 764,465 shares; 2025Q4: 823,738 shares 823,738 $224M 0.79% +59,273 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,093,491 shares 1,093,491 $217M 0.76% -811,925 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990,040 shares; 2024Q4: 962,533 shares; 2025Q1: 634,954 shares; 2025Q2: 579,864 shares; 2025Q3: 561,925 shares; 2025Q4: 578,222 shares 578,222 $194M 0.68% +16,297 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,003,307 shares 2,003,307 $191M 0.67% +106,813 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,753,361 shares 1,753,361 $188M 0.66% +94,954 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; 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; 2025Q4: 8,916,100 shares 8,916,100 $186M 0.65% +557,970 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 288,160 shares; 2025Q2: 4,590,625 shares; 2025Q3: 4,540,276 shares; 2025Q4: 4,775,272 shares 4,775,272 $184M 0.65% +234,996 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,189,223 shares; 2025Q3: 5,278,296 shares; 2025Q4: 5,520,465 shares 5,520,465 $184M 0.65% +242,169 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,016 shares; 2024Q4: 689,435 shares; 2025Q1: 506,044 shares; 2025Q2: 474,901 shares; 2025Q3: 464,403 shares; 2025Q4: 721,042 shares 721,042 $180M 0.63% +256,639 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; 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; 2025Q4: 3,745,032 shares 3,745,032 $176M 0.62% +150,684 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; 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; 2025Q4: 2,246,991 shares 2,246,991 $175M 0.61% +93,829 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; 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; 2025Q4: 2,379,624 shares 2,379,624 $165M 0.58% +106,651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886,039 shares; 2024Q4: 885,192 shares; 2025Q1: 716,802 shares; 2025Q2: 714,574 shares; 2025Q3: 726,175 shares; 2025Q4: 738,542 shares 738,542 $154M 0.54% +12,367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,725 shares; 2024Q4: 632,355 shares; 2025Q1: 530,972 shares; 2025Q2: 550,839 shares; 2025Q3: 553,350 shares; 2025Q4: 628,856 shares 628,856 $145M 0.51% +75,506 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; 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; 2025Q4: 2,734,939 shares 2,734,939 $144M 0.51% +217,357 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; 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; 2025Q4: 1,721,476 shares 1,721,476 $140M 0.49% +14,324 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; 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; 2025Q4: 2,038,665 shares 2,038,665 $127M 0.45% +68,680 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; 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; 2025Q4: 659,149 shares 659,149 $126M 0.44% +25,635 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,140 shares; 2024Q4: 468,443 shares; 2025Q1: 396,129 shares; 2025Q2: 432,033 shares; 2025Q3: 368,500 shares; 2025Q4: 394,579 shares 394,579 $123M 0.43% +26,079 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; 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; 2025Q4: 2,658,878 shares 2,658,878 $118M 0.41% +517,179 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; 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; 2025Q4: 3,571,543 shares 3,571,543 $118M 0.41% +45,937 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,350,604 shares 2,350,604 $118M 0.41% +154,956 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; 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; 2025Q4: 1,502,638 shares 1,502,638 $113M 0.4% +23,651 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; 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; 2025Q4: 1,515,588 shares 1,515,588 $112M 0.39% +82,056 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,332 shares; 2024Q4: 153,742 shares; 2025Q1: 133,553 shares; 2025Q2: 146,148 shares; 2025Q3: 148,798 shares; 2025Q4: 164,799 shares 164,799 $109M 0.38% +16,001 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; 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; 2025Q4: 2,162,944 shares 2,162,944 $101M 0.36% +58,577 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,521 shares; 2024Q4: 335,022 shares; 2025Q1: 305,395 shares; 2025Q2: 182,351 shares; 2025Q3: 182,329 shares; 2025Q4: 197,979 shares 197,979 $96.6M 0.34% +15,650 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,536 shares; 2024Q4: 285,460 shares; 2025Q1: 217,542 shares; 2025Q2: 240,924 shares; 2025Q3: 244,162 shares; 2025Q4: 273,625 shares 273,625 $94.7M 0.33% +29,463 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 1,929 shares; 2025Q1: 3,456 shares; 2025Q2: 4,408 shares; 2025Q3: 402,305 shares; 2025Q4: 419,163 shares 419,163 $90M 0.32% +16,858 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,778 shares; 2024Q4: 331,875 shares; 2025Q1: 248,627 shares; 2025Q2: 255,261 shares; 2025Q3: 244,053 shares; 2025Q4: 272,424 shares 272,424 $87.8M 0.31% +28,371 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; 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; 2025Q4: 3,273,539 shares 3,273,539 $82.1M 0.29% +150,939 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; 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; 2025Q4: 717,778 shares 717,778 $76.6M 0.27% -22,862 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,533 shares; 2024Q4: 228,141 shares; 2025Q1: 214,659 shares; 2025Q2: 174,860 shares; 2025Q3: 157,372 shares; 2025Q4: 204,201 shares 204,201 $76.3M 0.27% +46,829 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,676 shares; 2024Q4: 255,087 shares; 2025Q1: 209,677 shares; 2025Q2: 236,111 shares; 2025Q3: 237,613 shares; 2025Q4: 235,949 shares 235,949 $74M 0.26% -1,664 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; 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; 2025Q4: 944,913 shares 944,913 $70M 0.25% -8,907 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; 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; 2025Q4: 2,646,521 shares 2,646,521 $68.6M 0.24% +869,191 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; 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; 2025Q4: 1,952,024 shares 1,952,024 $63.7M 0.22% +192,666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,127 shares; 2024Q4: 47,311 shares; 2025Q1: 44,293 shares; 2025Q2: 38,259 shares; 2025Q3: 46,128 shares; 2025Q4: 56,034 shares 56,034 $60.2M 0.21% +9,906 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,537 shares; 2024Q4: 107,990 shares; 2025Q1: 100,596 shares; 2025Q2: 607,046 shares; 2025Q3: 573,716 shares; 2025Q4: 584,971 shares 584,971 $59.7M 0.21% +11,255 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,897 shares; 2024Q4: 625,731 shares; 2025Q1: 478,033 shares; 2025Q2: 458,939 shares; 2025Q3: 491,846 shares; 2025Q4: 616,858 shares 616,858 $58.2M 0.2% +125,012 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; 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; 2025Q4: 1,177,323 shares 1,177,323 $55.2M 0.19% -77,527 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,843 shares; 2024Q4: 182,295 shares; 2025Q1: 152,425 shares; 2025Q2: 161,916 shares; 2025Q3: 139,234 shares; 2025Q4: 151,513 shares 151,513 $53.1M 0.19% +12,279 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,234 shares; 2024Q4: 104,055 shares; 2025Q1: 81,313 shares; 2025Q2: 97,926 shares; 2025Q3: 101,283 shares; 2025Q4: 111,669 shares 111,669 $50.2M 0.18% +10,386 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,517 shares; 2024Q4: 504,724 shares; 2025Q1: 299,362 shares; 2025Q2: 271,912 shares; 2025Q3: 369,798 shares; 2025Q4: 333,501 shares 333,501 $49.7M 0.17% -36,297 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,119,098 shares 2,119,098 $49.6M 0.17% +29,904 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,245 shares; 2024Q4: 566,551 shares; 2025Q1: 445,608 shares; 2025Q2: 393,667 shares; 2025Q3: 368,274 shares; 2025Q4: 363,817 shares 363,817 $46.9M 0.16% -4,457 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,312 shares; 2024Q4: 508,955 shares; 2025Q1: 470,643 shares; 2025Q2: 401,840 shares; 2025Q3: 375,378 shares; 2025Q4: 382,617 shares 382,617 $46M 0.16% +7,239 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,150 shares; 2024Q4: 457,456 shares; 2025Q1: 375,799 shares; 2025Q2: 328,023 shares; 2025Q3: 396,506 shares; 2025Q4: 412,643 shares 412,643 $45.5M 0.16% +16,137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,842 shares; 2024Q4: 145,625 shares; 2025Q1: 124,903 shares; 2025Q2: 132,670 shares; 2025Q3: 131,254 shares; 2025Q4: 127,624 shares 127,624 $43.9M 0.15% -3,630 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,478 shares; 2024Q4: 99,596 shares; 2025Q1: 97,027 shares; 2025Q2: 90,067 shares; 2025Q3: 90,898 shares; 2025Q4: 110,117 shares 110,117 $43.6M 0.15% +19,219 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,929 shares; 2024Q4: 464,861 shares; 2025Q1: 484,249 shares; 2025Q2: 409,363 shares; 2025Q3: 409,274 shares; 2025Q4: 451,837 shares 451,837 $43.5M 0.15% +42,563 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 494,007 shares 494,007 $43.1M 0.15% +24,683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,287 shares; 2025Q2: 48,562 shares; 2025Q3: 491,750 shares; 2025Q4: 532,424 shares 532,424 $41.5M 0.15% +40,674 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,543 shares; 2024Q4: 42,594 shares; 2025Q1: 36,001 shares; 2025Q2: 44,176 shares; 2025Q3: 42,041 shares; 2025Q4: 439,404 shares 439,404 $41.2M 0.14% +397,363 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; 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; 2025Q4: 1,535,570 shares 1,535,570 $40.6M 0.14% +1,267,676 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,846 shares; 2024Q4: 80,013 shares; 2025Q1: 61,002 shares; 2025Q2: 65,000 shares; 2025Q3: 58,966 shares; 2025Q4: 63,583 shares 63,583 $36.3M 0.13% +4,617 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,614 shares; 2024Q4: 866,245 shares; 2025Q1: 919,992 shares; 2025Q2: 839,143 shares; 2025Q3: 788,982 shares; 2025Q4: 736,717 shares 736,717 $35.3M 0.12% -52,265 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; 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; 2025Q4: 1,186,424 shares 1,186,424 $35.1M 0.12% +40,496 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,157 shares; 2024Q4: 260,218 shares; 2025Q1: 219,663 shares; 2025Q2: 224,229 shares; 2025Q3: 230,039 shares; 2025Q4: 222,350 shares 222,350 $33.9M 0.12% -7,689 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,169 shares; 2024Q4: 617,916 shares; 2025Q1: 628,288 shares; 2025Q2: 518,912 shares; 2025Q3: 488,339 shares; 2025Q4: 507,503 shares 507,503 $33.5M 0.12% +19,164 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,398 shares; 2024Q4: 495,158 shares; 2025Q1: 651,372 shares; 2025Q2: 616,527 shares; 2025Q3: 616,694 shares; 2025Q4: 628,580 shares 628,580 $33.2M 0.12% +11,886 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,429,153 shares 1,429,153 $32.9M 0.12% +118,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,342 shares; 2024Q4: 530,922 shares; 2025Q1: 435,455 shares; 2025Q2: 434,828 shares; 2025Q3: 418,231 shares; 2025Q4: 426,817 shares 426,817 $32.9M 0.12% +8,586 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,189 shares; 2024Q4: 78,223 shares; 2025Q1: 82,209 shares; 2025Q2: 70,247 shares; 2025Q3: 63,633 shares; 2025Q4: 68,806 shares 68,806 $32.6M 0.11% +5,173 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,675 shares; 2024Q4: 175,909 shares; 2025Q1: 180,017 shares; 2025Q2: 179,519 shares; 2025Q3: 250,269 shares; 2025Q4: 254,740 shares 254,740 $32.5M 0.11% +4,471 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,233 shares; 2024Q4: 61,737 shares; 2025Q1: 290,039 shares; 2025Q2: 421,084 shares; 2025Q3: 402,897 shares; 2025Q4: 393,249 shares 393,249 $32.4M 0.11% -9,648 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,669 shares; 2024Q4: 284,205 shares; 2025Q1: 260,606 shares; 2025Q2: 283,832 shares; 2025Q3: 212,750 shares; 2025Q4: 269,143 shares 269,143 $32.4M 0.11% +56,393 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,555 shares; 2024Q4: 532,031 shares; 2025Q1: 370,048 shares; 2025Q2: 561,092 shares; 2025Q3: 624,385 shares; 2025Q4: 772,682 shares 772,682 $32.1M 0.11% +148,297 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,467 shares; 2024Q4: 213,750 shares; 2025Q1: 83,670 shares; 2025Q2: 72,943 shares; 2025Q3: 617,889 shares; 2025Q4: 636,598 shares 636,598 $32M 0.11% +18,709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,377 shares; 2024Q4: 49,721 shares; 2025Q1: 50,004 shares; 2025Q2: 41,381 shares; 2025Q3: 45,176 shares; 2025Q4: 51,066 shares 51,066 $31.4M 0.11% +5,890 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 325,324 shares 325,324 $31.3M 0.11% +13,823 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,225 shares; 2024Q4: 552,093 shares; 2025Q1: 540,535 shares; 2025Q2: 495,406 shares; 2025Q3: 419,020 shares; 2025Q4: 424,788 shares 424,788 $31.2M 0.11% +5,768 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,279 shares; 2024Q4: 209,921 shares; 2025Q1: 151,865 shares; 2025Q2: 121,332 shares; 2025Q3: 120,299 shares; 2025Q4: 147,301 shares 147,301 $31M 0.11% +27,002 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,411 shares; 2025Q1: 940,766 shares; 2025Q2: 814,348 shares; 2025Q3: 1,184,912 shares; 2025Q4: 1,065,337 shares 1,065,337 $30.4M 0.11% -119,575 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 525,690 shares 525,690 $30.3M 0.11% +358 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,308 shares; 2024Q4: 104,004 shares; 2025Q1: 97,600 shares; 2025Q2: 100,140 shares; 2025Q3: 82,543 shares; 2025Q4: 91,121 shares 91,121 $30.1M 0.11% +8,578 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,397 shares; 2024Q4: 198,677 shares; 2025Q1: 142,801 shares; 2025Q2: 129,471 shares; 2025Q3: 125,738 shares; 2025Q4: 131,452 shares 131,452 $30M 0.11% +5,714 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,662 shares; 2024Q4: 32,869 shares; 2025Q1: 27,111 shares; 2025Q2: 30,713 shares; 2025Q3: 25,986 shares; 2025Q4: 34,113 shares 34,113 $29.4M 0.1% +8,127 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,596 shares; 2024Q4: 214,938 shares; 2025Q1: 255,537 shares; 2025Q2: 189,666 shares; 2025Q3: 196,434 shares; 2025Q4: 348,640 shares 348,640 $29.2M 0.1% +152,206 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,555 shares; 2024Q4: 708,108 shares; 2025Q1: 544,239 shares; 2025Q2: 510,844 shares; 2025Q3: 519,249 shares; 2025Q4: 630,493 shares 630,493 $27.8M 0.1% +111,244 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,042 shares; 2024Q4: 74,528 shares; 2025Q1: 67,918 shares; 2025Q2: 77,062 shares; 2025Q3: 81,332 shares; 2025Q4: 86,335 shares 86,335 $27.5M 0.1% +5,003 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,967 shares; 2024Q4: 527,190 shares; 2025Q1: 474,687 shares; 2025Q2: 462,181 shares; 2025Q3: 476,764 shares; 2025Q4: 497,234 shares 497,234 $27.3M 0.1% +20,470 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,496 shares; 2024Q4: 775,552 shares; 2025Q1: 793,801 shares; 2025Q2: 605,651 shares; 2025Q3: 474,416 shares; 2025Q4: 467,082 shares 467,082 $26.5M 0.09% -7,334 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,872 shares; 2024Q4: 38,340 shares; 2025Q1: 32,400 shares; 2025Q2: 40,755 shares; 2025Q3: 43,373 shares; 2025Q4: 46,820 shares 46,820 $26.5M 0.09% +3,447 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922,504 shares; 2025Q4: 1,002,703 shares 1,002,703 $25.7M 0.09% +80,199 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,960 shares; 2024Q4: 213,303 shares; 2025Q1: 264,838 shares; 2025Q2: 278,750 shares; 2025Q3: 267,224 shares; 2025Q4: 271,919 shares 271,919 $25.6M 0.09% +4,695 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,676 shares; 2024Q4: 140,033 shares; 2025Q1: 112,826 shares; 2025Q2: 123,845 shares; 2025Q3: 129,398 shares; 2025Q4: 130,126 shares 130,126 $25.4M 0.09% +728 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,142 shares; 2024Q4: 360,572 shares; 2025Q1: 369,053 shares; 2025Q2: 398,243 shares; 2025Q3: 413,728 shares; 2025Q4: 434,830 shares 434,830 $25.2M 0.09% +21,102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,485 shares; 2024Q4: 478,806 shares; 2025Q1: 209,133 shares; 2025Q2: 286,860 shares; 2025Q3: 439,650 shares; 2025Q4: 254,753 shares 254,753 $24.8M 0.09% -184,897 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,445 shares; 2024Q4: 51,659 shares; 2025Q1: 60,933 shares; 2025Q2: 58,156 shares; 2025Q3: 47,910 shares; 2025Q4: 835,570 shares 835,570 $24.1M 0.08% +787,660 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 96,493 shares 96,493 $23.8M 0.08% -473 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,574 shares; 2024Q4: 83,568 shares; 2025Q1: 77,295 shares; 2025Q2: 89,256 shares; 2025Q3: 95,926 shares; 2025Q4: 91,209 shares 91,209 $23.4M 0.08% -4,717 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,291 shares; 2024Q4: 105,606 shares; 2025Q1: 84,412 shares; 2025Q2: 93,337 shares; 2025Q3: 98,196 shares; 2025Q4: 100,491 shares 100,491 $23.2M 0.08% +2,295 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,384 shares; 2025Q1: 153,355 shares; 2025Q2: 154,694 shares; 2025Q3: 159,762 shares; 2025Q4: 132,491 shares 132,491 $22.7M 0.08% -27,271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,559 shares; 2024Q4: 209,699 shares; 2025Q1: 172,401 shares; 2025Q2: 166,511 shares; 2025Q3: 132,325 shares; 2025Q4: 156,843 shares 156,843 $22.5M 0.08% +24,518 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,615 shares; 2024Q4: 286,529 shares; 2025Q1: 198,886 shares; 2025Q2: 179,907 shares; 2025Q3: 186,401 shares; 2025Q4: 201,673 shares 201,673 $22.5M 0.08% +15,272 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,742 shares; 2024Q4: 385,016 shares; 2025Q1: 206,018 shares; 2025Q2: 221,919 shares; 2025Q3: 208,043 shares; 2025Q4: 233,506 shares 233,506 $22.5M 0.08% +25,463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,173 shares; 2024Q4: 451,422 shares; 2025Q1: 477,749 shares; 2025Q2: 512,248 shares; 2025Q3: 527,155 shares; 2025Q4: 545,696 shares 545,696 $22.3M 0.08% +18,541 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,013 shares; 2024Q4: 628,996 shares; 2025Q1: 575,292 shares; 2025Q2: 450,566 shares; 2025Q3: 627,612 shares; 2025Q4: 242,869 shares 242,869 $22.2M 0.08% -384,743 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,591 shares; 2025Q1: 22,615 shares; 2025Q2: 21,620 shares; 2025Q3: 20,261 shares; 2025Q4: 20,621 shares 20,621 $22.1M 0.08% +360 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245,847 shares 245,847 $22.1M 0.08% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,740 shares; 2024Q4: 146,995 shares; 2025Q1: 129,648 shares; 2025Q2: 99,829 shares; 2025Q3: 89,391 shares; 2025Q4: 105,693 shares 105,693 $21.9M 0.08% +16,302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,949 shares; 2024Q4: 71,471 shares; 2025Q1: 63,994 shares; 2025Q2: 73,132 shares; 2025Q3: 76,981 shares; 2025Q4: 80,427 shares 80,427 $21.8M 0.08% +3,446 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,022 shares; 2025Q4: 666,388 shares 666,388 $21.4M 0.07% +261,366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,850 shares; 2024Q4: 364,688 shares; 2025Q1: 267,600 shares; 2025Q2: 272,659 shares; 2025Q3: 256,336 shares; 2025Q4: 259,302 shares 259,302 $20.8M 0.07% +2,966 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,584 shares; 2024Q4: 18,524 shares; 2025Q1: 16,649 shares; 2025Q2: 22,444 shares; 2025Q3: 21,095 shares; 2025Q4: 30,675 shares 30,675 $20.8M 0.07% +9,580 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,625 shares; 2024Q4: 182,305 shares; 2025Q1: 204,743 shares; 2025Q2: 239,443 shares; 2025Q3: 269,739 shares; 2025Q4: 359,418 shares 359,418 $20.7M 0.07% +89,679 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,810 shares; 2024Q4: 719,045 shares; 2025Q1: 461,380 shares; 2025Q2: 446,034 shares; 2025Q3: 436,942 shares; 2025Q4: 480,415 shares 480,415 $20.6M 0.07% +43,473 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,424 shares; 2024Q4: 173,437 shares; 2025Q1: 159,039 shares; 2025Q2: 79,769 shares; 2025Q3: 74,692 shares; 2025Q4: 79,687 shares 79,687 $20.6M 0.07% +4,995 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204,397 shares; 2025Q1: 273,746 shares; 2025Q2: 567,539 shares; 2025Q3: 803,876 shares; 2025Q4: 767,391 shares 767,391 $20.5M 0.07% -36,485 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,878 shares; 2024Q4: 178,278 shares; 2025Q1: 178,702 shares; 2025Q2: 177,657 shares; 2025Q3: 196,913 shares; 2025Q4: 202,218 shares 202,218 $20.3M 0.07% +5,305 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,913 shares; 2024Q4: 160,785 shares; 2025Q1: 213,591 shares; 2025Q2: 175,726 shares; 2025Q3: 103,836 shares; 2025Q4: 105,547 shares 105,547 $20.2M 0.07% +1,711 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,244 shares; 2024Q4: 82,214 shares; 2025Q1: 58,583 shares; 2025Q2: 60,281 shares; 2025Q3: 147,459 shares; 2025Q4: 149,369 shares 149,369 $20.2M 0.07% +1,910 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 441,943 shares; 2025Q1: 518,027 shares; 2025Q2: 637,206 shares; 2025Q3: 700,498 shares; 2025Q4: 806,805 shares 806,805 $20.2M 0.07% +106,307 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,929 shares; 2024Q4: 65,095 shares; 2025Q1: 52,151 shares; 2025Q2: 57,545 shares; 2025Q3: 57,779 shares; 2025Q4: 58,553 shares 58,553 $20.2M 0.07% +774 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,295 shares; 2024Q4: 126,809 shares; 2025Q1: 136,225 shares; 2025Q2: 121,960 shares; 2025Q3: 108,383 shares; 2025Q4: 111,815 shares 111,815 $19.9M 0.07% +3,432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,297 shares; 2024Q4: 67,421 shares; 2025Q1: 46,809 shares; 2025Q2: 57,124 shares; 2025Q3: 59,589 shares; 2025Q4: 72,534 shares 72,534 $19.8M 0.07% +12,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,489 shares; 2024Q4: 114,434 shares; 2025Q1: 227,177 shares; 2025Q2: 288,324 shares; 2025Q3: 328,580 shares; 2025Q4: 339,371 shares 339,371 $19.6M 0.07% +10,791 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,859 shares; 2024Q4: 128,487 shares; 2025Q1: 109,312 shares; 2025Q2: 124,744 shares; 2025Q3: 119,498 shares; 2025Q4: 125,302 shares 125,302 $19.2M 0.07% +5,804 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,425 shares; 2024Q4: 223,187 shares; 2025Q1: 158,149 shares; 2025Q2: 130,153 shares; 2025Q3: 115,052 shares; 2025Q4: 119,959 shares 119,959 $19.2M 0.07% +4,907 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,205 shares; 2024Q4: 197,782 shares; 2025Q1: 200,212 shares; 2025Q2: 195,353 shares; 2025Q3: 194,438 shares; 2025Q4: 193,776 shares 193,776 $19M 0.07% -662 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,856 shares; 2024Q4: 26,829 shares; 2025Q1: 79,954 shares; 2025Q2: 101,646 shares; 2025Q3: 102,745 shares; 2025Q4: 105,424 shares 105,424 $18.7M 0.07% +2,679 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621,756 shares; 2025Q4: 752,557 shares 752,557 $18.7M 0.07% +130,801 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,047 shares; 2024Q4: 136,966 shares; 2025Q1: 106,553 shares; 2025Q2: 105,293 shares; 2025Q3: 115,711 shares; 2025Q4: 140,700 shares 140,700 $18.6M 0.07% +24,989 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,768 shares; 2024Q4: 27,498 shares; 2025Q1: 23,271 shares; 2025Q2: 22,435 shares; 2025Q3: 30,726 shares; 2025Q4: 27,888 shares 27,888 $18.5M 0.06% -2,838 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,374 shares; 2024Q4: 707,582 shares; 2025Q1: 733,872 shares; 2025Q2: 741,144 shares; 2025Q3: 824,530 shares; 2025Q4: 823,369 shares 823,369 $18.4M 0.06% -1,161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,386 shares; 2024Q4: 518,783 shares; 2025Q1: 535,081 shares; 2025Q2: 616,151 shares; 2025Q3: 654,153 shares; 2025Q4: 676,863 shares 676,863 $18.3M 0.06% +22,710 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,786 shares; 2024Q4: 131,724 shares; 2025Q1: 210,351 shares; 2025Q2: 189,672 shares; 2025Q3: 187,057 shares; 2025Q4: 194,546 shares 194,546 $18.1M 0.06% +7,489 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 883 shares; 2025Q1: 2,198 shares; 2025Q2: 2,714 shares; 2025Q3: 2,736 shares; 2025Q4: 3,375 shares 3,375 $18.1M 0.06% +639 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,941 shares; 2024Q4: 110,205 shares; 2025Q1: 83,037 shares; 2025Q2: 95,954 shares; 2025Q3: 98,730 shares; 2025Q4: 122,518 shares 122,518 $17.6M 0.06% +23,788 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,771 shares; 2024Q4: 35,818 shares; 2025Q1: 34,384 shares; 2025Q2: 34,651 shares; 2025Q3: 33,227 shares; 2025Q4: 41,082 shares 41,082 $17.5M 0.06% +7,855 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,030 shares; 2024Q4: 192,617 shares; 2025Q1: 165,858 shares; 2025Q2: 137,110 shares; 2025Q3: 129,879 shares; 2025Q4: 147,762 shares 147,762 $17.3M 0.06% +17,883 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,675 shares; 2024Q4: 342,830 shares; 2025Q1: 342,677 shares; 2025Q2: 346,229 shares; 2025Q3: 376,854 shares; 2025Q4: 376,206 shares 376,206 $16.9M 0.06% -648 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,742 shares; 2025Q2: 192,119 shares; 2025Q3: 295,495 shares; 2025Q4: 345,307 shares 345,307 $16.8M 0.06% +49,812 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,033 shares; 2024Q4: 187,238 shares; 2025Q1: 185,444 shares; 2025Q2: 182,014 shares; 2025Q3: 155,760 shares; 2025Q4: 155,636 shares 155,636 $16.7M 0.06% -124 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,288 shares; 2024Q4: 61,243 shares; 2025Q1: 59,481 shares; 2025Q2: 66,295 shares; 2025Q3: 161,319 shares; 2025Q4: 162,809 shares 162,809 $16.7M 0.06% +1,490 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,761 shares; 2024Q4: 310,479 shares; 2025Q1: 284,584 shares; 2025Q2: 266,871 shares; 2025Q3: 230,476 shares; 2025Q4: 237,541 shares 237,541 $16.6M 0.06% +7,065 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 82,831 shares 82,831 $16.5M 0.06% +9,276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,211 shares; 2024Q4: 757,519 shares; 2025Q1: 750,137 shares; 2025Q2: 804,720 shares; 2025Q3: 769,490 shares; 2025Q4: 772,574 shares 772,574 $16.5M 0.06% +3,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,046 shares; 2024Q4: 44,119 shares; 2025Q1: 118,419 shares; 2025Q2: 136,756 shares; 2025Q3: 122,408 shares; 2025Q4: 245,184 shares 245,184 $16.5M 0.06% +122,776 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,098 shares; 2024Q4: 84,054 shares; 2025Q1: 75,497 shares; 2025Q2: 78,933 shares; 2025Q3: 78,637 shares; 2025Q4: 71,669 shares 71,669 $16.4M 0.06% -6,968 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,490 shares; 2024Q4: 41,194 shares; 2025Q1: 32,518 shares; 2025Q2: 34,334 shares; 2025Q3: 32,430 shares; 2025Q4: 28,138 shares 28,138 $16.3M 0.06% -4,292 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,428 shares; 2024Q4: 66,656 shares; 2025Q1: 53,169 shares; 2025Q2: 53,433 shares; 2025Q3: 50,695 shares; 2025Q4: 49,746 shares 49,746 $16.3M 0.06% -949 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,172 shares; 2024Q4: 237,697 shares; 2025Q1: 255,623 shares; 2025Q2: 246,952 shares; 2025Q3: 225,724 shares; 2025Q4: 232,016 shares 232,016 $16.1M 0.06% +6,292 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,348 shares; 2024Q4: 24,823 shares; 2025Q1: 22,199 shares; 2025Q2: 20,883 shares; 2025Q3: 20,240 shares; 2025Q4: 104,209 shares 104,209 $16M 0.06% +83,969 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,102 shares; 2024Q4: 286,953 shares; 2025Q1: 276,287 shares; 2025Q2: 170,471 shares; 2025Q3: 201,145 shares; 2025Q4: 203,142 shares 203,142 $15.7M 0.06% +1,997 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,000 shares; 2024Q4: 496,410 shares; 2025Q1: 480,847 shares; 2025Q2: 447,836 shares; 2025Q3: 436,684 shares; 2025Q4: 506,138 shares 506,138 $15.7M 0.06% +69,454 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,726 shares; 2024Q4: 182,740 shares; 2025Q1: 151,297 shares; 2025Q2: 96,947 shares; 2025Q3: 122,643 shares; 2025Q4: 158,802 shares 158,802 $15.6M 0.05% +36,159 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,722 shares; 2024Q4: 270,702 shares; 2025Q1: 161,072 shares; 2025Q2: 255,380 shares; 2025Q3: 211,625 shares; 2025Q4: 224,800 shares 224,800 $15.6M 0.05% +13,175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,647 shares; 2024Q4: 18,628 shares; 2025Q1: 9,282 shares; 2025Q2: 36,222 shares; 2025Q3: 32,961 shares; 2025Q4: 63,447 shares 63,447 $15.4M 0.05% +30,486 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 22,332 shares; 2025Q1: 15,919 shares; 2025Q2: 12,751 shares; 2025Q3: 10,508 shares; 2025Q4: 17,397 shares 17,397 $15.3M 0.05% +6,889 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,466 shares; 2024Q4: 160,913 shares; 2025Q1: 133,454 shares; 2025Q2: 155,394 shares; 2025Q3: 161,807 shares; 2025Q4: 162,579 shares 162,579 $15.2M 0.05% +772 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,614 shares; 2024Q4: 91,198 shares; 2025Q1: 100,366 shares; 2025Q2: 95,431 shares; 2025Q3: 100,013 shares; 2025Q4: 70,878 shares 70,878 $15.2M 0.05% -29,135 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,012 shares; 2024Q4: 230,815 shares; 2025Q1: 135,902 shares; 2025Q2: 121,312 shares; 2025Q3: 117,638 shares; 2025Q4: 121,116 shares 121,116 $15.2M 0.05% +3,478 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,284 shares; 2024Q4: 460,788 shares; 2025Q1: 406,863 shares; 2025Q2: 384,028 shares; 2025Q3: 370,095 shares; 2025Q4: 372,030 shares 372,030 $15.2M 0.05% +1,935 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,260 shares; 2024Q4: 96,953 shares; 2025Q1: 80,936 shares; 2025Q2: 62,936 shares; 2025Q3: 47,821 shares; 2025Q4: 30,027 shares 30,027 $15.1M 0.05% -17,794 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,562 shares; 2024Q4: 671,953 shares; 2025Q1: 608,536 shares; 2025Q2: 264,726 shares; 2025Q3: 279,983 shares; 2025Q4: 279,884 shares 279,884 $15.1M 0.05% -99 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,544 shares; 2024Q4: 179,595 shares; 2025Q1: 200,450 shares; 2025Q2: 276,065 shares; 2025Q3: 328,182 shares; 2025Q4: 322,466 shares 322,466 $14.7M 0.05% -5,716 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,677 shares; 2024Q4: 336,407 shares; 2025Q1: 365,104 shares; 2025Q2: 334,266 shares; 2025Q3: 355,487 shares; 2025Q4: 361,167 shares 361,167 $14.5M 0.05% +5,680 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,669 shares; 2024Q4: 96,264 shares; 2025Q1: 56,343 shares; 2025Q2: 47,551 shares; 2025Q3: 45,649 shares; 2025Q4: 47,569 shares 47,569 $14.5M 0.05% +1,920 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,772 shares; 2024Q4: 333,505 shares; 2025Q1: 389,522 shares; 2025Q2: 456,825 shares; 2025Q3: 519,243 shares; 2025Q4: 563,937 shares 563,937 $14.4M 0.05% +44,694 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,866 shares; 2024Q4: 210,923 shares; 2025Q1: 158,793 shares; 2025Q2: 161,198 shares; 2025Q3: 144,685 shares; 2025Q4: 149,174 shares 149,174 $14.3M 0.05% +4,489 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,978 shares; 2024Q4: 230,773 shares; 2025Q1: 206,034 shares; 2025Q2: 199,337 shares; 2025Q3: 157,231 shares; 2025Q4: 171,712 shares 171,712 $14M 0.05% +14,481 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,682 shares; 2024Q4: 190,937 shares; 2025Q1: 178,025 shares; 2025Q2: 170,185 shares; 2025Q3: 142,796 shares; 2025Q4: 145,746 shares 145,746 $14M 0.05% +2,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,714 shares; 2024Q4: 365,919 shares; 2025Q1: 375,562 shares; 2025Q2: 371,365 shares; 2025Q3: 387,548 shares; 2025Q4: 380,621 shares 380,621 $13.8M 0.05% -6,927 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,256 shares; 2024Q4: 65,062 shares; 2025Q1: 71,153 shares; 2025Q2: 66,951 shares; 2025Q3: 65,357 shares; 2025Q4: 80,215 shares 80,215 $13.7M 0.05% +14,858 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,713 shares; 2024Q4: 130,145 shares; 2025Q1: 104,805 shares; 2025Q2: 109,485 shares; 2025Q3: 90,893 shares; 2025Q4: 50,509 shares 50,509 $13.6M 0.05% -40,384 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,604 shares; 2024Q4: 82,517 shares; 2025Q1: 90,600 shares; 2025Q2: 74,416 shares; 2025Q3: 72,801 shares; 2025Q4: 72,520 shares 72,520 $13.4M 0.05% -281 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 115,588 shares 115,588 $13.2M 0.05% -110,139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,720 shares; 2024Q4: 573,909 shares; 2025Q1: 593,754 shares; 2025Q2: 637,279 shares; 2025Q3: 661,009 shares; 2025Q4: 683,430 shares 683,430 $13M 0.05% +22,421 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 132,039 shares; 2025Q3: 134,029 shares; 2025Q4: 139,687 shares 139,687 $13M 0.05% +5,658 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,957 shares; 2024Q4: 111,772 shares; 2025Q1: 69,798 shares; 2025Q2: 52,651 shares; 2025Q3: 100,108 shares; 2025Q4: 105,608 shares 105,608 $13M 0.05% +5,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,997 shares; 2024Q4: 652,104 shares; 2025Q1: 314,580 shares; 2025Q2: 164,211 shares; 2025Q3: 205,635 shares; 2025Q4: 236,217 shares 236,217 $12.9M 0.05% +30,582 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 75,848 shares; 2025Q1: 75,242 shares; 2025Q2: 72,581 shares; 2025Q3: 194,740 shares; 2025Q4: 201,802 shares 201,802 $12.9M 0.05% +7,062 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,334 shares; 2024Q4: 23,716 shares; 2025Q1: 65,927 shares; 2025Q2: 58,045 shares; 2025Q3: 63,814 shares; 2025Q4: 44,722 shares 44,722 $12.8M 0.04% -19,092 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,850 shares; 2024Q4: 24,196 shares; 2025Q1: 21,724 shares; 2025Q2: 24,849 shares; 2025Q3: 27,153 shares; 2025Q4: 58,660 shares 58,660 $12.7M 0.04% +31,507 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,836 shares; 2024Q4: 42,363 shares; 2025Q1: 32,421 shares; 2025Q2: 33,671 shares; 2025Q3: 255,203 shares; 2025Q4: 291,071 shares 291,071 $12.7M 0.04% +35,868 Timeline BCUS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391,794 shares 391,794 $12.6M 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,097 shares; 2024Q4: 56,893 shares; 2025Q1: 55,446 shares; 2025Q2: 50,914 shares; 2025Q3: 47,173 shares; 2025Q4: 57,378 shares 57,378 $12.6M 0.04% +10,205 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,166 shares; 2024Q4: 253,632 shares; 2025Q1: 235,340 shares; 2025Q2: 266,737 shares; 2025Q3: 279,544 shares; 2025Q4: 304,555 shares 304,555 $12.6M 0.04% +25,011 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,127 shares; 2024Q4: 175,169 shares; 2025Q1: 247,777 shares; 2025Q2: 298,880 shares; 2025Q3: 340,761 shares; 2025Q4: 261,173 shares 261,173 $12.6M 0.04% -79,588 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,907 shares; 2025Q3: 151,670 shares; 2025Q4: 131,301 shares 131,301 $12.5M 0.04% -20,369 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,553 shares; 2024Q4: 129,304 shares; 2025Q1: 78,758 shares; 2025Q2: 72,413 shares; 2025Q3: 126,043 shares; 2025Q4: 132,558 shares 132,558 $12.4M 0.04% +6,515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,173 shares; 2024Q4: 12,897 shares; 2025Q1: 14,370 shares; 2025Q2: 14,721 shares; 2025Q3: 13,772 shares; 2025Q4: 13,944 shares 13,944 $12.3M 0.04% +172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,880 shares; 2024Q4: 80,375 shares; 2025Q1: 34,950 shares; 2025Q2: 24,233 shares; 2025Q3: 26,155 shares; 2025Q4: 84,689 shares 84,689 $12.2M 0.04% +58,534 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,016 shares; 2024Q4: 198,539 shares; 2025Q1: 143,563 shares; 2025Q2: 129,708 shares; 2025Q3: 99,596 shares; 2025Q4: 135,236 shares 135,236 $12.2M 0.04% +35,640 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 29,829 shares; 2025Q1: 12,883 shares; 2025Q2: 11,357 shares; 2025Q3: not reported; 2025Q4: 505,591 shares 505,591 $12.1M 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,433 shares; 2024Q4: 62,837 shares; 2025Q1: 40,725 shares; 2025Q2: 33,436 shares; 2025Q3: 24,775 shares; 2025Q4: 44,446 shares 44,446 $11.8M 0.04% +19,671 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,819 shares; 2024Q4: 206,062 shares; 2025Q1: 208,265 shares; 2025Q2: 211,838 shares; 2025Q3: 230,059 shares; 2025Q4: 250,481 shares 250,481 $11.5M 0.04% +20,422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,941 shares; 2024Q4: 152,439 shares; 2025Q1: 96,708 shares; 2025Q2: 85,569 shares; 2025Q3: 69,881 shares; 2025Q4: 80,027 shares 80,027 $11.5M 0.04% +10,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,702 shares; 2024Q4: 527,396 shares; 2025Q1: 516,563 shares; 2025Q2: 485,874 shares; 2025Q3: 521,436 shares; 2025Q4: 540,845 shares 540,845 $11.4M 0.04% +19,409 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,854 shares; 2024Q4: 201,179 shares; 2025Q1: 206,128 shares; 2025Q2: 205,582 shares; 2025Q3: 213,345 shares; 2025Q4: 238,836 shares 238,836 $11.3M 0.04% +25,491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,727 shares; 2024Q4: 17,614 shares; 2025Q1: 10,478 shares; 2025Q2: 56,246 shares; 2025Q3: 53,504 shares; 2025Q4: 50,326 shares 50,326 $11.3M 0.04% -3,178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,179 shares; 2024Q4: 105,595 shares; 2025Q1: 107,657 shares; 2025Q2: 100,424 shares; 2025Q3: 176,377 shares; 2025Q4: 299,554 shares 299,554 $11.1M 0.04% +123,177 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,344 shares; 2024Q4: 37,387 shares; 2025Q1: 48,202 shares; 2025Q2: 46,302 shares; 2025Q3: 36,196 shares; 2025Q4: 37,521 shares 37,521 $11M 0.04% +1,325 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,753 shares; 2024Q4: 164,133 shares; 2025Q1: 141,000 shares; 2025Q2: 101,775 shares; 2025Q3: 100,795 shares; 2025Q4: 109,875 shares 109,875 $11M 0.04% +9,080 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,048 shares; 2024Q4: 52,614 shares; 2025Q1: 47,107 shares; 2025Q2: 52,846 shares; 2025Q3: 50,838 shares; 2025Q4: 52,294 shares 52,294 $10.9M 0.04% +1,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,285 shares; 2025Q1: 66,451 shares; 2025Q2: 87,343 shares; 2025Q3: 97,418 shares; 2025Q4: 97,307 shares 97,307 $10.9M 0.04% -111 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,325 shares; 2024Q4: 221,499 shares; 2025Q1: 108,621 shares; 2025Q2: 86,266 shares; 2025Q3: 130,722 shares; 2025Q4: 130,705 shares 130,705 $10.8M 0.04% -17 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289,099 shares 289,099 $10.6M 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,232 shares; 2024Q4: 593,711 shares; 2025Q1: 494,460 shares; 2025Q2: 534,765 shares; 2025Q3: 383,958 shares; 2025Q4: 382,335 shares 382,335 $10.5M 0.04% -1,623 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,500 shares; 2024Q4: 557,351 shares; 2025Q1: 578,459 shares; 2025Q2: 287,498 shares; 2025Q3: 202,758 shares; 2025Q4: 239,192 shares 239,192 $10.4M 0.04% +36,434 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,752 shares; 2024Q4: 106,240 shares; 2025Q1: 381,428 shares; 2025Q2: 352,815 shares; 2025Q3: 345,825 shares; 2025Q4: 355,108 shares 355,108 $10.4M 0.04% +9,283 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,424 shares; 2024Q4: 56,720 shares; 2025Q1: 47,734 shares; 2025Q2: 165,106 shares; 2025Q3: 177,412 shares; 2025Q4: 226,064 shares 226,064 $10.3M 0.04% +48,652 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,840 shares; 2024Q4: 62,190 shares; 2025Q1: 59,955 shares; 2025Q2: 54,352 shares; 2025Q3: 48,204 shares; 2025Q4: 48,351 shares 48,351 $10.2M 0.04% +147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: 23,501 shares; 2025Q2: 32,526 shares; 2025Q3: 45,943 shares; 2025Q4: 46,880 shares 46,880 $10.2M 0.04% +937 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,495 shares; 2024Q4: 103,569 shares; 2025Q1: 122,547 shares; 2025Q2: 130,604 shares; 2025Q3: 135,541 shares; 2025Q4: 140,636 shares 140,636 $10.1M 0.04% +5,095 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,397 shares; 2024Q4: 353,594 shares; 2025Q1: 354,221 shares; 2025Q2: 342,213 shares; 2025Q3: 381,493 shares; 2025Q4: 367,991 shares 367,991 $10.1M 0.04% -13,502 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,806 shares; 2024Q4: 81,470 shares; 2025Q1: 65,052 shares; 2025Q2: 58,780 shares; 2025Q3: 53,241 shares; 2025Q4: 55,032 shares 55,032 $10.1M 0.04% +1,791 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,851 shares; 2024Q4: 46,371 shares; 2025Q1: 43,665 shares; 2025Q2: 56,885 shares; 2025Q3: 53,982 shares; 2025Q4: 55,361 shares 55,361 $9.99M 0.04% +1,379 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,380 shares; 2024Q4: 71,235 shares; 2025Q1: 60,991 shares; 2025Q2: 57,470 shares; 2025Q3: 51,381 shares; 2025Q4: 50,943 shares 50,943 $9.94M 0.03% -438 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,736 shares; 2024Q4: 114,502 shares; 2025Q1: 113,462 shares; 2025Q2: 161,088 shares; 2025Q3: 171,930 shares; 2025Q4: 175,309 shares 175,309 $9.82M 0.03% +3,379 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,182 shares; 2024Q4: 151,503 shares; 2025Q1: 129,154 shares; 2025Q2: 87,966 shares; 2025Q3: 80,276 shares; 2025Q4: 92,737 shares 92,737 $9.76M 0.03% +12,461 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,192 shares; 2024Q4: 87,628 shares; 2025Q1: 35,327 shares; 2025Q2: 83,452 shares; 2025Q3: 101,318 shares; 2025Q4: 188,350 shares 188,350 $9.75M 0.03% +87,032 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,631 shares; 2024Q4: 87,828 shares; 2025Q1: 90,293 shares; 2025Q2: 71,888 shares; 2025Q3: 70,665 shares; 2025Q4: 60,129 shares 60,129 $9.74M 0.03% -10,536 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,594 shares; 2024Q4: 28,330 shares; 2025Q1: 27,237 shares; 2025Q2: 27,185 shares; 2025Q3: 28,089 shares; 2025Q4: 27,757 shares 27,757 $9.73M 0.03% -332 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,859 shares; 2024Q4: 60,086 shares; 2025Q1: 61,679 shares; 2025Q2: 62,014 shares; 2025Q3: 58,395 shares; 2025Q4: 56,328 shares 56,328 $9.61M 0.03% -2,067 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,814 shares; 2024Q4: 62,094 shares; 2025Q1: 106,418 shares; 2025Q2: 117,181 shares; 2025Q3: 208,274 shares; 2025Q4: 250,163 shares 250,163 $9.59M 0.03% +41,889 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 13,359 shares; 2025Q1: 24,618 shares; 2025Q2: 21,768 shares; 2025Q3: 21,176 shares; 2025Q4: 20,340 shares 20,340 $9.55M 0.03% -836 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,363 shares; 2024Q4: 385,050 shares; 2025Q1: 292,512 shares; 2025Q2: 259,498 shares; 2025Q3: 242,253 shares; 2025Q4: 173,113 shares 173,113 $9.46M 0.03% -69,140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,915 shares; 2024Q4: 301,987 shares; 2025Q1: 362,906 shares; 2025Q2: 397,713 shares; 2025Q3: 471,220 shares; 2025Q4: 517,696 shares 517,696 $9.43M 0.03% +46,476 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 9,148 shares; 2025Q1: 62,582 shares; 2025Q2: 160,881 shares; 2025Q3: 183,059 shares; 2025Q4: 208,259 shares 208,259 $9.42M 0.03% +25,200 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,828 shares; 2024Q4: 230,793 shares; 2025Q1: 234,721 shares; 2025Q2: 226,589 shares; 2025Q3: 210,736 shares; 2025Q4: 204,988 shares 204,988 $9.4M 0.03% -5,748 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,393 shares; 2024Q4: 159,819 shares; 2025Q1: 151,085 shares; 2025Q2: 85,923 shares; 2025Q3: 52,095 shares; 2025Q4: 104,640 shares 104,640 $9.26M 0.03% +52,545 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,335 shares; 2024Q4: 60,306 shares; 2025Q1: 66,857 shares; 2025Q2: 65,956 shares; 2025Q3: 66,686 shares; 2025Q4: 97,155 shares 97,155 $9.26M 0.03% +30,469 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,951 shares; 2025Q2: 69,594 shares; 2025Q3: 254,247 shares; 2025Q4: 292,168 shares 292,168 $9.24M 0.03% +37,921 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 12,395 shares; 2025Q1: 3,899 shares; 2025Q2: 127,222 shares; 2025Q3: 130,490 shares; 2025Q4: 126,292 shares 126,292 $9.15M 0.03% -4,198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,816 shares; 2025Q4: 107,248 shares 107,248 $9.13M 0.03% -1,568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,313 shares; 2025Q4: 156,818 shares 156,818 $9.03M 0.03% -4,495 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,506 shares; 2024Q4: 67,383 shares; 2025Q1: 59,085 shares; 2025Q2: 54,342 shares; 2025Q3: 53,267 shares; 2025Q4: 50,870 shares 50,870 $8.93M 0.03% -2,397 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,482 shares; 2024Q4: 155,277 shares; 2025Q1: 122,589 shares; 2025Q2: 119,162 shares; 2025Q3: 115,488 shares; 2025Q4: 105,792 shares 105,792 $8.91M 0.03% -9,696 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,927 shares; 2024Q4: 190,116 shares; 2025Q1: 187,547 shares; 2025Q2: 147,891 shares; 2025Q3: 159,304 shares; 2025Q4: 192,471 shares 192,471 $8.9M 0.03% +33,167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,260 shares; 2024Q4: 47,006 shares; 2025Q1: 65,102 shares; 2025Q2: 97,679 shares; 2025Q3: 130,053 shares; 2025Q4: 191,748 shares 191,748 $8.88M 0.03% +61,695 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,883 shares; 2024Q4: 314,025 shares; 2025Q1: 198,712 shares; 2025Q2: 192,360 shares; 2025Q3: 166,549 shares; 2025Q4: 166,212 shares 166,212 $8.87M 0.03% -337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,911 shares; 2024Q4: 73,522 shares; 2025Q1: 59,657 shares; 2025Q2: 55,875 shares; 2025Q3: 56,147 shares; 2025Q4: 77,741 shares 77,741 $8.84M 0.03% +21,594 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,208 shares; 2024Q4: 77,234 shares; 2025Q1: 98,825 shares; 2025Q2: 91,456 shares; 2025Q3: 103,714 shares; 2025Q4: 130,996 shares 130,996 $8.79M 0.03% +27,282 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,720 shares; 2024Q4: 28,691 shares; 2025Q1: 27,251 shares; 2025Q2: 29,477 shares; 2025Q3: 27,919 shares; 2025Q4: 27,916 shares 27,916 $8.79M 0.03% -3 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,038 shares; 2024Q4: 156,508 shares; 2025Q1: 133,605 shares; 2025Q2: 73,358 shares; 2025Q3: 91,997 shares; 2025Q4: 123,181 shares 123,181 $8.74M 0.03% +31,184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,151 shares; 2024Q4: 391,514 shares; 2025Q1: 320,778 shares; 2025Q2: 221,166 shares; 2025Q3: 186,324 shares; 2025Q4: 216,059 shares 216,059 $8.69M 0.03% +29,735 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 835,235 shares; 2025Q2: 928,868 shares; 2025Q3: not reported; 2025Q4: 383,504 shares 383,504 $8.66M 0.03% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,384 shares; 2024Q4: 100,609 shares; 2025Q1: 100,723 shares; 2025Q2: 94,874 shares; 2025Q3: 99,660 shares; 2025Q4: 96,561 shares 96,561 $8.64M 0.03% -3,099 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,010 shares; 2024Q4: 87,365 shares; 2025Q1: 87,710 shares; 2025Q2: 65,451 shares; 2025Q3: 66,882 shares; 2025Q4: 65,555 shares 65,555 $8.63M 0.03% -1,327 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,221 shares; 2024Q4: 387,703 shares; 2025Q1: 271,441 shares; 2025Q2: 241,743 shares; 2025Q3: 232,285 shares; 2025Q4: 210,877 shares 210,877 $8.59M 0.03% -21,408 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,907 shares; 2024Q4: 111,889 shares; 2025Q1: 108,503 shares; 2025Q2: 81,558 shares; 2025Q3: 77,533 shares; 2025Q4: 77,400 shares 77,400 $8.51M 0.03% -133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,712 shares; 2024Q4: 39,289 shares; 2025Q1: 33,422 shares; 2025Q2: 33,652 shares; 2025Q3: 34,555 shares; 2025Q4: 73,728 shares 73,728 $8.5M 0.03% +39,173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,705 shares; 2024Q4: 225,877 shares; 2025Q1: 222,375 shares; 2025Q2: 179,498 shares; 2025Q3: 177,194 shares; 2025Q4: 147,547 shares 147,547 $8.45M 0.03% -29,647 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,448 shares; 2025Q4: 331,008 shares 331,008 $8.43M 0.03% +30,560 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,997 shares; 2024Q4: 120,142 shares; 2025Q1: 81,828 shares; 2025Q2: 68,374 shares; 2025Q3: 62,155 shares; 2025Q4: 74,874 shares 74,874 $8.4M 0.03% +12,719 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,159 shares; 2024Q4: 54,558 shares; 2025Q1: 44,545 shares; 2025Q2: 42,997 shares; 2025Q3: 42,225 shares; 2025Q4: 47,760 shares 47,760 $8.29M 0.03% +5,535 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,287 shares; 2024Q4: 205,036 shares; 2025Q1: 137,232 shares; 2025Q2: 105,310 shares; 2025Q3: 99,874 shares; 2025Q4: 97,875 shares 97,875 $8.28M 0.03% -1,999 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,285 shares; 2025Q1: 105,075 shares; 2025Q2: 66,188 shares; 2025Q3: 60,545 shares; 2025Q4: 62,962 shares 62,962 $8.25M 0.03% +2,417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,097 shares; 2024Q4: 407,833 shares; 2025Q1: 367,325 shares; 2025Q2: 345,010 shares; 2025Q3: 288,930 shares; 2025Q4: 275,914 shares 275,914 $8.25M 0.03% -13,016 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,122 shares; 2024Q4: 47,651 shares; 2025Q1: 17,781 shares; 2025Q2: 19,310 shares; 2025Q3: 17,508 shares; 2025Q4: 27,839 shares 27,839 $8.25M 0.03% +10,331 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,514 shares; 2024Q4: 458,271 shares; 2025Q1: 384,588 shares; 2025Q2: 310,387 shares; 2025Q3: 270,755 shares; 2025Q4: 300,041 shares 300,041 $8.22M 0.03% +29,286 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,911 shares; 2024Q4: 72,600 shares; 2025Q1: 75,130 shares; 2025Q2: 101,018 shares; 2025Q3: 209,643 shares; 2025Q4: 199,607 shares 199,607 $8.21M 0.03% -10,036 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 4,641 shares; 2025Q1: 3,741 shares; 2025Q2: 56,139 shares; 2025Q3: 48,420 shares; 2025Q4: 89,881 shares 89,881 $8.19M 0.03% +41,461 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,452 shares; 2024Q4: 315,089 shares; 2025Q1: 240,837 shares; 2025Q2: 182,411 shares; 2025Q3: 165,694 shares; 2025Q4: 152,223 shares 152,223 $8.19M 0.03% -13,471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,176 shares; 2024Q4: 40,145 shares; 2025Q1: 55,527 shares; 2025Q2: 78,176 shares; 2025Q3: 81,884 shares; 2025Q4: 83,192 shares 83,192 $8.18M 0.03% +1,308 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,568 shares; 2024Q4: 126,210 shares; 2025Q1: 114,513 shares; 2025Q2: 74,470 shares; 2025Q3: 69,005 shares; 2025Q4: 339,932 shares 339,932 $8.05M 0.03% +270,927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,153 shares; 2024Q4: 26,063 shares; 2025Q1: 19,248 shares; 2025Q2: 17,347 shares; 2025Q3: 15,366 shares; 2025Q4: 15,217 shares 15,217 $7.95M 0.03% -149 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,237 shares; 2024Q4: 29,785 shares; 2025Q1: 17,937 shares; 2025Q2: 16,286 shares; 2025Q3: 13,362 shares; 2025Q4: 11,628 shares 11,628 $7.84M 0.03% -1,734 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,175 shares; 2025Q2: 65,844 shares; 2025Q3: 69,474 shares; 2025Q4: 90,368 shares 90,368 $7.81M 0.03% +20,894 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,329 shares; 2024Q4: 16,680 shares; 2025Q1: 10,237 shares; 2025Q2: 9,393 shares; 2025Q3: 8,891 shares; 2025Q4: 21,064 shares 21,064 $7.79M 0.03% +12,173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,069 shares; 2025Q3: 127,077 shares; 2025Q4: 147,249 shares 147,249 $7.77M 0.03% +20,172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,907 shares; 2024Q4: 92,708 shares; 2025Q1: 129,567 shares; 2025Q2: 237,600 shares; 2025Q3: 145,116 shares; 2025Q4: 156,785 shares 156,785 $7.75M 0.03% +11,669 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,893 shares; 2024Q4: 535,555 shares; 2025Q1: 495,864 shares; 2025Q2: 369,435 shares; 2025Q3: 297,307 shares; 2025Q4: 294,341 shares 294,341 $7.72M 0.03% -2,966 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,909 shares; 2024Q4: 127,559 shares; 2025Q1: 133,734 shares; 2025Q2: 127,942 shares; 2025Q3: 151,140 shares; 2025Q4: 152,329 shares 152,329 $7.69M 0.03% +1,189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,142 shares; 2025Q2: 45,006 shares; 2025Q3: 97,984 shares; 2025Q4: 119,450 shares 119,450 $7.6M 0.03% +21,466 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,026 shares; 2024Q4: 19,249 shares; 2025Q1: 17,022 shares; 2025Q2: 17,294 shares; 2025Q3: 18,221 shares; 2025Q4: 16,469 shares 16,469 $7.47M 0.03% -1,752 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,556 shares; 2024Q4: 59,705 shares; 2025Q1: 41,111 shares; 2025Q2: 67,448 shares; 2025Q3: 50,495 shares; 2025Q4: 59,257 shares 59,257 $7.46M 0.03% +8,762 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 14,029 shares; 2025Q1: 10,262 shares; 2025Q2: 11,024 shares; 2025Q3: 11,399 shares; 2025Q4: 47,699 shares 47,699 $7.35M 0.03% +36,300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,777 shares; 2024Q4: 88,732 shares; 2025Q1: 121,927 shares; 2025Q2: 120,741 shares; 2025Q3: 129,876 shares; 2025Q4: 144,703 shares 144,703 $7.32M 0.03% +14,827 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,063 shares; 2024Q4: 483,999 shares; 2025Q1: 231,139 shares; 2025Q2: 175,123 shares; 2025Q3: 193,313 shares; 2025Q4: 212,513 shares 212,513 $7.28M 0.03% +19,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,883 shares; 2024Q4: 185,204 shares; 2025Q1: 189,533 shares; 2025Q2: 151,083 shares; 2025Q3: 150,764 shares; 2025Q4: 143,658 shares 143,658 $7.18M 0.03% -7,106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,149 shares; 2024Q4: 145,087 shares; 2025Q1: 131,254 shares; 2025Q2: 129,989 shares; 2025Q3: 143,502 shares; 2025Q4: 172,389 shares 172,389 $7.17M 0.03% +28,887 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 12,103 shares; 2025Q1: 9,116 shares; 2025Q2: 7,162 shares; 2025Q3: 6,165 shares; 2025Q4: 5,902 shares 5,902 $7.17M 0.03% -263 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,817 shares; 2024Q4: 13,800 shares; 2025Q1: 9,603 shares; 2025Q2: 8,249 shares; 2025Q3: 8,186 shares; 2025Q4: 8,647 shares 8,647 $7.09M 0.02% +461 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,848 shares; 2025Q1: 95,047 shares; 2025Q2: 174,325 shares; 2025Q3: 190,571 shares; 2025Q4: 222,268 shares 222,268 $7.04M 0.02% +31,697 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,141 shares; 2024Q4: 81,711 shares; 2025Q1: 62,651 shares; 2025Q2: 71,934 shares; 2025Q3: 69,185 shares; 2025Q4: 27,163 shares 27,163 $7.03M 0.02% -42,022 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,471 shares; 2024Q4: 742,623 shares; 2025Q1: 671,775 shares; 2025Q2: 279,006 shares; 2025Q3: 234,207 shares; 2025Q4: 231,164 shares 231,164 $6.98M 0.02% -3,043 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,114 shares; 2024Q4: 37,961 shares; 2025Q1: 24,482 shares; 2025Q2: 21,725 shares; 2025Q3: 20,193 shares; 2025Q4: 37,037 shares 37,037 $6.87M 0.02% +16,844 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,466 shares; 2025Q1: 119,523 shares; 2025Q2: 158,461 shares; 2025Q3: 176,651 shares; 2025Q4: 229,862 shares 229,862 $6.86M 0.02% +53,211 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,124 shares; 2024Q4: 47,356 shares; 2025Q1: 41,987 shares; 2025Q2: 42,194 shares; 2025Q3: 37,799 shares; 2025Q4: 42,356 shares 42,356 $6.82M 0.02% +4,557 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,661 shares; 2024Q4: 88,512 shares; 2025Q1: 91,036 shares; 2025Q2: 69,195 shares; 2025Q3: 72,051 shares; 2025Q4: 70,277 shares 70,277 $6.81M 0.02% -1,774 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 3,445 shares; 2025Q1: 3,634 shares; 2025Q2: 3,402 shares; 2025Q3: 3,263 shares; 2025Q4: 3,337 shares 3,337 $6.72M 0.02% +74 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,126 shares; 2024Q4: 187,117 shares; 2025Q1: 200,901 shares; 2025Q2: 134,327 shares; 2025Q3: 167,171 shares; 2025Q4: 187,517 shares 187,517 $6.68M 0.02% +20,346 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,058 shares; 2024Q4: 14,719 shares; 2025Q1: 11,986 shares; 2025Q2: 9,095 shares; 2025Q3: 9,006 shares; 2025Q4: 11,651 shares 11,651 $6.67M 0.02% +2,645 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,720 shares; 2024Q4: 48,412 shares; 2025Q1: 27,466 shares; 2025Q2: 24,646 shares; 2025Q3: 20,698 shares; 2025Q4: 21,488 shares 21,488 $6.62M 0.02% +790 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,675 shares; 2024Q4: 15,353 shares; 2025Q1: 33,445 shares; 2025Q2: 23,674 shares; 2025Q3: 38,218 shares; 2025Q4: 42,574 shares 42,574 $6.6M 0.02% +4,356 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,910 shares; 2024Q4: 364,330 shares; 2025Q1: 422,800 shares; 2025Q2: 341,455 shares; 2025Q3: 273,558 shares; 2025Q4: 264,524 shares 264,524 $6.57M 0.02% -9,034 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 6,148 shares; 2025Q1: 16,605 shares; 2025Q2: 16,274 shares; 2025Q3: 16,399 shares; 2025Q4: 20,335 shares 20,335 $6.57M 0.02% +3,936 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,020 shares; 2024Q4: 29,661 shares; 2025Q1: 18,817 shares; 2025Q2: 17,762 shares; 2025Q3: 14,379 shares; 2025Q4: 13,043 shares 13,043 $6.4M 0.02% -1,336 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,205 shares; 2024Q4: 447,566 shares; 2025Q1: 405,249 shares; 2025Q2: 339,463 shares; 2025Q3: 330,786 shares; 2025Q4: 330,150 shares 330,150 $6.34M 0.02% -636 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,454 shares; 2024Q4: 254,937 shares; 2025Q1: 259,511 shares; 2025Q2: 261,495 shares; 2025Q3: 287,393 shares; 2025Q4: 290,037 shares 290,037 $6.26M 0.02% +2,644 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,875 shares; 2024Q4: 74,215 shares; 2025Q1: 54,824 shares; 2025Q2: 58,062 shares; 2025Q3: 52,149 shares; 2025Q4: 52,750 shares 52,750 $6.16M 0.02% +601 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,456 shares; 2025Q1: 1,453 shares; 2025Q2: not reported; 2025Q3: 29,800 shares; 2025Q4: 27,194 shares 27,194 $6.15M 0.02% -2,606 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,682 shares; 2025Q3: 25,533 shares; 2025Q4: 206,895 shares 206,895 $6.14M 0.02% +181,362 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,375 shares; 2024Q4: 600,366 shares; 2025Q1: 347,143 shares; 2025Q2: 246,714 shares; 2025Q3: 243,273 shares; 2025Q4: 243,651 shares 243,651 $6.07M 0.02% +378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,649 shares; 2024Q4: 164,279 shares; 2025Q1: 154,926 shares; 2025Q2: 154,479 shares; 2025Q3: 133,425 shares; 2025Q4: 129,988 shares 129,988 $6.06M 0.02% -3,437 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,621 shares; 2024Q4: 38,181 shares; 2025Q1: 30,194 shares; 2025Q2: 16,858 shares; 2025Q3: 16,447 shares; 2025Q4: 19,766 shares 19,766 $6.04M 0.02% +3,319 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 18,550 shares; 2025Q1: 14,271 shares; 2025Q2: 10,784 shares; 2025Q3: 21,137 shares; 2025Q4: 20,911 shares 20,911 $6.04M 0.02% -226 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,186 shares; 2024Q4: 153,911 shares; 2025Q1: 163,831 shares; 2025Q2: 163,162 shares; 2025Q3: 168,151 shares; 2025Q4: 168,973 shares 168,973 $6.01M 0.02% +822 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,427 shares; 2024Q4: 28,181 shares; 2025Q1: 20,422 shares; 2025Q2: 30,421 shares; 2025Q3: 28,787 shares; 2025Q4: 29,563 shares 29,563 $6M 0.02% +776 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 8,226 shares; 2025Q1: 4,824 shares; 2025Q2: 6,280 shares; 2025Q3: 13,392 shares; 2025Q4: 21,390 shares 21,390 $5.97M 0.02% +7,998 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,172 shares; 2024Q4: 115,997 shares; 2025Q1: 92,090 shares; 2025Q2: 80,279 shares; 2025Q3: 71,713 shares; 2025Q4: 74,425 shares 74,425 $5.93M 0.02% +2,712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,838 shares; 2024Q4: 31,237 shares; 2025Q1: 25,841 shares; 2025Q2: 29,508 shares; 2025Q3: 27,644 shares; 2025Q4: 28,157 shares 28,157 $5.88M 0.02% +513 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,064 shares; 2024Q4: 89,396 shares; 2025Q1: 73,615 shares; 2025Q2: 63,789 shares; 2025Q3: 50,138 shares; 2025Q4: 48,668 shares 48,668 $5.83M 0.02% -1,470 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,652 shares; 2024Q4: 16,765 shares; 2025Q1: 15,962 shares; 2025Q2: 15,443 shares; 2025Q3: 15,370 shares; 2025Q4: 46,242 shares 46,242 $5.82M 0.02% +30,872 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,673 shares; 2024Q4: 65,065 shares; 2025Q1: 52,479 shares; 2025Q2: 46,688 shares; 2025Q3: 34,515 shares; 2025Q4: 224,666 shares 224,666 $5.8M 0.02% +190,151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,276 shares; 2024Q4: 71,331 shares; 2025Q1: 49,792 shares; 2025Q2: 46,781 shares; 2025Q3: 53,780 shares; 2025Q4: 54,864 shares 54,864 $5.79M 0.02% +1,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,208 shares; 2024Q4: 107,731 shares; 2025Q1: 155,483 shares; 2025Q2: 154,183 shares; 2025Q3: 67,130 shares; 2025Q4: 48,125 shares 48,125 $5.74M 0.02% -19,005 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,671 shares; 2024Q4: 263,654 shares; 2025Q1: 260,919 shares; 2025Q2: 153,300 shares; 2025Q3: 124,801 shares; 2025Q4: 123,698 shares 123,698 $5.7M 0.02% -1,103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,014 shares; 2024Q4: 41,612 shares; 2025Q1: 39,808 shares; 2025Q2: 36,671 shares; 2025Q3: 24,526 shares; 2025Q4: 25,801 shares 25,801 $5.67M 0.02% +1,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,514 shares; 2024Q4: 34,069 shares; 2025Q1: 26,807 shares; 2025Q2: 22,526 shares; 2025Q3: 17,412 shares; 2025Q4: 17,909 shares 17,909 $5.6M 0.02% +497 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 65,075 shares; 2025Q1: 96,446 shares; 2025Q2: 113,119 shares; 2025Q3: 122,266 shares; 2025Q4: 84,165 shares 84,165 $5.59M 0.02% -38,101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,434 shares; 2025Q1: 3,946 shares; 2025Q2: 3,941 shares; 2025Q3: 3,918 shares; 2025Q4: 4,202 shares 4,202 $5.59M 0.02% +284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,823 shares; 2024Q4: 443,887 shares; 2025Q1: 490,489 shares; 2025Q2: 192,624 shares; 2025Q3: 88,456 shares; 2025Q4: 86,249 shares 86,249 $5.57M 0.02% -2,207 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,732 shares; 2024Q4: 49,627 shares; 2025Q1: 43,734 shares; 2025Q2: 39,128 shares; 2025Q3: 34,817 shares; 2025Q4: 34,266 shares 34,266 $5.49M 0.02% -551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,475 shares; 2024Q4: 194,863 shares; 2025Q1: 225,340 shares; 2025Q2: 240,141 shares; 2025Q3: 182,699 shares; 2025Q4: 216,764 shares 216,764 $5.46M 0.02% +34,065 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,633 shares; 2024Q4: 241,517 shares; 2025Q1: 175,231 shares; 2025Q2: 110,108 shares; 2025Q3: 99,637 shares; 2025Q4: 100,151 shares 100,151 $5.4M 0.02% +514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,176 shares; 2024Q4: 82,448 shares; 2025Q1: 64,604 shares; 2025Q2: 64,061 shares; 2025Q3: 61,345 shares; 2025Q4: 69,525 shares 69,525 $5.33M 0.02% +8,180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,361 shares; 2024Q4: 37,641 shares; 2025Q1: 27,567 shares; 2025Q2: 19,928 shares; 2025Q3: 22,859 shares; 2025Q4: 23,658 shares 23,658 $5.28M 0.02% +799 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,740 shares; 2024Q4: 143,761 shares; 2025Q1: 135,455 shares; 2025Q2: 78,632 shares; 2025Q3: 59,847 shares; 2025Q4: 60,430 shares 60,430 $5.27M 0.02% +583 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,557 shares; 2025Q2: 17,390 shares; 2025Q3: 13,300 shares; 2025Q4: 13,981 shares 13,981 $5.24M 0.02% +681 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,540 shares; 2024Q4: 28,099 shares; 2025Q1: 21,725 shares; 2025Q2: 11,727 shares; 2025Q3: 11,175 shares; 2025Q4: 10,811 shares 10,811 $5.23M 0.02% -364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,383 shares; 2024Q4: 104,044 shares; 2025Q1: 103,424 shares; 2025Q2: 100,993 shares; 2025Q3: 104,863 shares; 2025Q4: 103,972 shares 103,972 $5.19M 0.02% -891 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,916 shares; 2024Q4: 146,769 shares; 2025Q1: 79,206 shares; 2025Q2: 62,058 shares; 2025Q3: 53,509 shares; 2025Q4: 56,328 shares 56,328 $5.18M 0.02% +2,819 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,471 shares; 2024Q4: 79,242 shares; 2025Q1: 80,114 shares; 2025Q2: 115,006 shares; 2025Q3: 108,054 shares; 2025Q4: 106,178 shares 106,178 $5.09M 0.02% -1,876 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,231 shares; 2024Q4: 56,988 shares; 2025Q1: 56,482 shares; 2025Q2: 58,487 shares; 2025Q3: 31,829 shares; 2025Q4: 33,967 shares 33,967 $5.05M 0.02% +2,138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 2,625 shares; 2025Q1: 1,811 shares; 2025Q2: 2,230 shares; 2025Q3: 1,625 shares; 2025Q4: 2,985 shares 2,985 $5.05M 0.02% +1,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,815 shares; 2024Q4: 51,351 shares; 2025Q1: 46,827 shares; 2025Q2: 67,531 shares; 2025Q3: 33,509 shares; 2025Q4: 50,785 shares 50,785 $5.04M 0.02% +17,276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 12,754 shares; 2025Q1: 5,031 shares; 2025Q2: 4,524 shares; 2025Q3: 4,037 shares; 2025Q4: 4,706 shares 4,706 $5.03M 0.02% +669 Timeline CDX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221,593 shares 221,593 $4.93M 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,370 shares; 2024Q4: 102,219 shares; 2025Q1: 97,982 shares; 2025Q2: 78,819 shares; 2025Q3: 77,738 shares; 2025Q4: 73,723 shares 73,723 $4.93M 0.02% -4,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 33,861 shares; 2025Q1: 34,878 shares; 2025Q2: 127,646 shares; 2025Q3: 101,316 shares; 2025Q4: 108,164 shares 108,164 $4.93M 0.02% +6,848 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,469 shares; 2024Q4: 15,378 shares; 2025Q1: 9,870 shares; 2025Q2: 15,206 shares; 2025Q3: 6,806 shares; 2025Q4: 6,477 shares 6,477 $4.88M 0.02% -329 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,504 shares; 2024Q4: 16,936 shares; 2025Q1: 10,766 shares; 2025Q2: 15,085 shares; 2025Q3: 13,846 shares; 2025Q4: 26,283 shares 26,283 $4.88M 0.02% +12,437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,412 shares; 2024Q4: 77,978 shares; 2025Q1: 35,395 shares; 2025Q2: 32,529 shares; 2025Q3: 30,430 shares; 2025Q4: 30,134 shares 30,134 $4.85M 0.02% -296 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,512 shares; 2024Q4: 32,241 shares; 2025Q1: 22,962 shares; 2025Q2: 27,895 shares; 2025Q3: 24,983 shares; 2025Q4: 23,710 shares 23,710 $4.82M 0.02% -1,273 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,421 shares; 2024Q4: 98,896 shares; 2025Q1: 83,899 shares; 2025Q2: 82,746 shares; 2025Q3: 95,827 shares; 2025Q4: 97,838 shares 97,838 $4.81M 0.02% +2,011 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,935 shares; 2024Q4: 63,360 shares; 2025Q1: 64,786 shares; 2025Q2: 72,024 shares; 2025Q3: 66,551 shares; 2025Q4: 67,901 shares 67,901 $4.73M 0.02% +1,350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,654 shares; 2024Q4: 24,916 shares; 2025Q1: 20,392 shares; 2025Q2: 29,043 shares; 2025Q3: 28,138 shares; 2025Q4: 110,175 shares 110,175 $4.7M 0.02% +82,037 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,974 shares; 2024Q4: 57,121 shares; 2025Q1: 44,315 shares; 2025Q2: 36,827 shares; 2025Q3: 19,103 shares; 2025Q4: 19,433 shares 19,433 $4.69M 0.02% +330 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,348 shares; 2025Q1: 1,089 shares; 2025Q2: 2,286 shares; 2025Q3: not reported; 2025Q4: 10,369 shares 10,369 $4.6M 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,139 shares; 2024Q4: 82,644 shares; 2025Q1: 81,105 shares; 2025Q2: 85,969 shares; 2025Q3: 69,801 shares; 2025Q4: 78,497 shares 78,497 $4.56M 0.02% +8,696 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,253 shares; 2024Q4: 130,131 shares; 2025Q1: 137,658 shares; 2025Q2: 143,325 shares; 2025Q3: 181,614 shares; 2025Q4: 194,979 shares 194,979 $4.56M 0.02% +13,365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,449 shares; 2024Q4: 48,521 shares; 2025Q1: 39,509 shares; 2025Q2: 34,026 shares; 2025Q3: 31,014 shares; 2025Q4: 32,836 shares 32,836 $4.52M 0.02% +1,822 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,605 shares; 2024Q4: 17,235 shares; 2025Q1: 18,625 shares; 2025Q2: 13,184 shares; 2025Q3: 26,317 shares; 2025Q4: 24,847 shares 24,847 $4.52M 0.02% -1,470 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 14,391 shares; 2025Q1: 7,271 shares; 2025Q2: 7,002 shares; 2025Q3: 7,053 shares; 2025Q4: 5,892 shares 5,892 $4.51M 0.02% -1,161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,841 shares; 2024Q4: 169,855 shares; 2025Q1: 180,992 shares; 2025Q2: 86,246 shares; 2025Q3: 109,691 shares; 2025Q4: 130,217 shares 130,217 $4.51M 0.02% +20,526 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,527 shares; 2024Q4: 29,114 shares; 2025Q1: 36,459 shares; 2025Q2: 80,969 shares; 2025Q3: 96,794 shares; 2025Q4: 89,502 shares 89,502 $4.51M 0.02% -7,292 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357,634 shares; 2024Q4: 846,508 shares; 2025Q1: 841,252 shares; 2025Q2: 1,436,425 shares; 2025Q3: 39,476 shares; 2025Q4: 172,733 shares 172,733 $4.45M 0.02% +133,257 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,487 shares; 2024Q4: 78,727 shares; 2025Q1: 58,558 shares; 2025Q2: 26,015 shares; 2025Q3: 12,601 shares; 2025Q4: 28,368 shares 28,368 $4.39M 0.02% +15,767 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,101 shares; 2024Q4: 68,886 shares; 2025Q1: 42,449 shares; 2025Q2: 33,557 shares; 2025Q3: 27,971 shares; 2025Q4: 26,934 shares 26,934 $4.36M 0.02% -1,037 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,804 shares; 2024Q4: 262,398 shares; 2025Q1: 287,789 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,021 shares 148,021 $4.35M 0.02% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,329 shares; 2024Q4: 52,616 shares; 2025Q1: 51,228 shares; 2025Q2: 53,039 shares; 2025Q3: 53,077 shares; 2025Q4: 56,161 shares 56,161 $4.34M 0.02% +3,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,252 shares; 2025Q1: 23,654 shares; 2025Q2: 55,166 shares; 2025Q3: 43,516 shares; 2025Q4: 51,453 shares 51,453 $4.34M 0.02% +7,937 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 23,926 shares; 2025Q1: 28,052 shares; 2025Q2: 31,150 shares; 2025Q3: 39,682 shares; 2025Q4: 37,778 shares 37,778 $4.34M 0.02% -1,904 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,001 shares; 2024Q4: 50,649 shares; 2025Q1: 55,416 shares; 2025Q2: 42,952 shares; 2025Q3: 43,442 shares; 2025Q4: 44,400 shares 44,400 $4.3M 0.02% +958 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,698 shares; 2024Q4: 31,983 shares; 2025Q1: 12,345 shares; 2025Q2: 69,070 shares; 2025Q3: 71,643 shares; 2025Q4: 75,561 shares 75,561 $4.28M 0.02% +3,918 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,695 shares; 2024Q4: 64,514 shares; 2025Q1: 65,245 shares; 2025Q2: 57,684 shares; 2025Q3: 60,951 shares; 2025Q4: 100,109 shares 100,109 $4.27M 0.01% +39,158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,488 shares; 2024Q4: 207,461 shares; 2025Q1: 243,247 shares; 2025Q2: 93,705 shares; 2025Q3: 81,130 shares; 2025Q4: 95,173 shares 95,173 $4.23M 0.01% +14,043 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,301 shares; 2024Q4: 115,946 shares; 2025Q1: 188,761 shares; 2025Q2: 85,501 shares; 2025Q3: 104,253 shares; 2025Q4: 119,520 shares 119,520 $4.22M 0.01% +15,267 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,202 shares 100,202 $4.21M 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,158 shares 64,158 $4.19M 0.01% new Timeline JMTG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,212 shares 81,212 $4.15M 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 21,200 shares; 2025Q1: 15,759 shares; 2025Q2: 14,573 shares; 2025Q3: 13,324 shares; 2025Q4: 13,281 shares 13,281 $4.15M 0.01% -43 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,608 shares; 2024Q4: 156,607 shares; 2025Q1: 145,528 shares; 2025Q2: 146,380 shares; 2025Q3: 85,928 shares; 2025Q4: 86,443 shares 86,443 $4.14M 0.01% +515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,818 shares; 2024Q4: 50,209 shares; 2025Q1: 29,646 shares; 2025Q2: 62,627 shares; 2025Q3: 51,089 shares; 2025Q4: 51,895 shares 51,895 $4.12M 0.01% +806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,327 shares; 2024Q4: 97,212 shares; 2025Q1: 105,011 shares; 2025Q2: 39,370 shares; 2025Q3: 173,673 shares; 2025Q4: 173,772 shares 173,772 $4.1M 0.01% +99 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,110 shares; 2025Q4: 90,264 shares 90,264 $4.06M 0.01% +4,154 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,126 shares; 2024Q4: 254,930 shares; 2025Q1: 206,097 shares; 2025Q2: 112,089 shares; 2025Q3: 112,320 shares; 2025Q4: 105,378 shares 105,378 $4.04M 0.01% -6,942 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,004 shares; 2024Q4: 51,059 shares; 2025Q1: 39,204 shares; 2025Q2: 39,010 shares; 2025Q3: 43,556 shares; 2025Q4: 53,428 shares 53,428 $4.04M 0.01% +9,872 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,638 shares; 2024Q4: 99,152 shares; 2025Q1: 139,871 shares; 2025Q2: 57,972 shares; 2025Q3: 57,334 shares; 2025Q4: 127,034 shares 127,034 $4.03M 0.01% +69,700 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,851 shares; 2024Q4: 454,452 shares; 2025Q1: 339,288 shares; 2025Q2: 365,377 shares; 2025Q3: 93,327 shares; 2025Q4: 91,688 shares 91,688 $4.03M 0.01% -1,639 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,573 shares; 2024Q4: 103,115 shares; 2025Q1: 92,913 shares; 2025Q2: 69,889 shares; 2025Q3: 64,834 shares; 2025Q4: 62,977 shares 62,977 $3.98M 0.01% -1,857 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,563 shares 23,563 $3.98M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 10,310 shares; 2025Q1: 4,660 shares; 2025Q2: 5,587 shares; 2025Q3: 4,409 shares; 2025Q4: 6,082 shares 6,082 $3.98M 0.01% +1,673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 13,371 shares; 2025Q1: 11,918 shares; 2025Q2: 12,052 shares; 2025Q3: 10,039 shares; 2025Q4: 9,980 shares 9,980 $3.88M 0.01% -59 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,212 shares; 2024Q4: 160,616 shares; 2025Q1: 141,152 shares; 2025Q2: 114,174 shares; 2025Q3: 55,556 shares; 2025Q4: 48,064 shares 48,064 $3.88M 0.01% -7,492 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: 8,298 shares; 2025Q1: 5,454 shares; 2025Q2: 4,931 shares; 2025Q3: 4,520 shares; 2025Q4: 4,274 shares 4,274 $3.87M 0.01% -246 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,029 shares; 2024Q4: 58,892 shares; 2025Q1: 46,525 shares; 2025Q2: 33,233 shares; 2025Q3: 30,974 shares; 2025Q4: 33,328 shares 33,328 $3.87M 0.01% +2,354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 17,643 shares; 2025Q1: 10,257 shares; 2025Q2: 12,095 shares; 2025Q3: 9,038 shares; 2025Q4: 9,145 shares 9,145 $3.86M 0.01% +107 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,603 shares; 2024Q4: 112,181 shares; 2025Q1: 86,710 shares; 2025Q2: 80,069 shares; 2025Q3: 77,394 shares; 2025Q4: 79,572 shares 79,572 $3.86M 0.01% +2,178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,953 shares; 2024Q4: 75,590 shares; 2025Q1: 83,190 shares; 2025Q2: 79,105 shares; 2025Q3: 73,552 shares; 2025Q4: 63,692 shares 63,692 $3.83M 0.01% -9,860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,256 shares; 2024Q4: 71,177 shares; 2025Q1: 57,257 shares; 2025Q2: 54,672 shares; 2025Q3: 61,341 shares; 2025Q4: 77,694 shares 77,694 $3.82M 0.01% +16,353 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,588 shares; 2024Q4: 14,365 shares; 2025Q1: 12,437 shares; 2025Q2: 13,592 shares; 2025Q3: 13,124 shares; 2025Q4: 9,955 shares 9,955 $3.82M 0.01% -3,169 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 31,577 shares; 2025Q1: 19,628 shares; 2025Q2: 18,696 shares; 2025Q3: 17,558 shares; 2025Q4: 16,739 shares 16,739 $3.81M 0.01% -819 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,949 shares; 2024Q4: 18,220 shares; 2025Q1: 11,893 shares; 2025Q2: 10,326 shares; 2025Q3: 9,907 shares; 2025Q4: 11,291 shares 11,291 $3.8M 0.01% +1,384 Timeline BCIL EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,961 shares 135,961 $3.79M 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,722 shares; 2024Q4: 29,649 shares; 2025Q1: 25,723 shares; 2025Q2: 23,607 shares; 2025Q3: 26,488 shares; 2025Q4: 26,822 shares 26,822 $3.79M 0.01% +334 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,151 shares; 2024Q4: 116,940 shares; 2025Q1: 87,077 shares; 2025Q2: 65,422 shares; 2025Q3: 62,601 shares; 2025Q4: 58,783 shares 58,783 $3.75M 0.01% -3,818 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,629 shares; 2024Q4: 14,806 shares; 2025Q1: 10,286 shares; 2025Q2: 11,185 shares; 2025Q3: 10,957 shares; 2025Q4: 10,608 shares 10,608 $3.73M 0.01% -349 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,529 shares; 2024Q4: 42,461 shares; 2025Q1: 42,383 shares; 2025Q2: 9,567 shares; 2025Q3: 9,438 shares; 2025Q4: 9,006 shares 9,006 $3.72M 0.01% -432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,497 shares; 2025Q2: 201,350 shares; 2025Q3: 211,712 shares; 2025Q4: 194,512 shares 194,512 $3.7M 0.01% -17,200 Timeline AGGH 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,394 shares 177,394 $3.67M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,313 shares; 2024Q4: 117,424 shares; 2025Q1: 119,866 shares; 2025Q2: 95,532 shares; 2025Q3: 91,543 shares; 2025Q4: 82,338 shares 82,338 $3.65M 0.01% -9,205 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,632 shares; 2024Q4: 65,728 shares; 2025Q1: 81,080 shares; 2025Q2: 89,321 shares; 2025Q3: 100,153 shares; 2025Q4: 91,967 shares 91,967 $3.64M 0.01% -8,186 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,109 shares 55,109 $3.6M 0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 86,714 shares; 2025Q1: 92,123 shares; 2025Q2: 27,809 shares; 2025Q3: 19,503 shares; 2025Q4: 40,319 shares 40,319 $3.6M 0.01% +20,816 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,456 shares; 2024Q4: 67,819 shares; 2025Q1: 81,556 shares; 2025Q2: 68,801 shares; 2025Q3: 74,069 shares; 2025Q4: 85,820 shares 85,820 $3.59M 0.01% +11,751 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,199 shares; 2024Q4: 186,735 shares; 2025Q1: 208,735 shares; 2025Q2: 162,094 shares; 2025Q3: 123,274 shares; 2025Q4: 131,225 shares 131,225 $3.58M 0.01% +7,951 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,865 shares; 2024Q4: 40,707 shares; 2025Q1: 35,204 shares; 2025Q2: 30,864 shares; 2025Q3: 28,606 shares; 2025Q4: 19,357 shares 19,357 $3.56M 0.01% -9,249 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,906 shares; 2024Q4: 126,407 shares; 2025Q1: 153,711 shares; 2025Q2: 49,223 shares; 2025Q3: 97,206 shares; 2025Q4: 128,697 shares 128,697 $3.55M 0.01% +31,491 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,293 shares; 2025Q1: 8,400 shares; 2025Q2: 8,729 shares; 2025Q3: 8,549 shares; 2025Q4: 23,436 shares 23,436 $3.55M 0.01% +14,887 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,081 shares; 2024Q4: 73,481 shares; 2025Q1: 69,725 shares; 2025Q2: 52,386 shares; 2025Q3: 20,955 shares; 2025Q4: 37,874 shares 37,874 $3.5M 0.01% +16,919 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,240 shares; 2024Q4: 90,313 shares; 2025Q1: 126,434 shares; 2025Q2: 97,364 shares; 2025Q3: 109,136 shares; 2025Q4: 130,989 shares 130,989 $3.47M 0.01% +21,853 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,602 shares; 2024Q4: 263,094 shares; 2025Q1: 271,624 shares; 2025Q2: 243,154 shares; 2025Q3: 263,397 shares; 2025Q4: 333,635 shares 333,635 $3.47M 0.01% +70,238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,060 shares; 2024Q4: 68,148 shares; 2025Q1: 27,398 shares; 2025Q2: 9,149 shares; 2025Q3: 15,040 shares; 2025Q4: 28,687 shares 28,687 $3.43M 0.01% +13,647 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,631 shares; 2024Q4: 148,867 shares; 2025Q1: 142,246 shares; 2025Q2: 115,767 shares; 2025Q3: 124,505 shares; 2025Q4: 129,284 shares 129,284 $3.4M 0.01% +4,779 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,588 shares; 2024Q4: 23,725 shares; 2025Q1: 18,858 shares; 2025Q2: 14,706 shares; 2025Q3: 13,582 shares; 2025Q4: 13,110 shares 13,110 $3.37M 0.01% -472 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,630 shares; 2024Q4: 24,759 shares; 2025Q1: 17,489 shares; 2025Q2: 16,571 shares; 2025Q3: 13,861 shares; 2025Q4: 12,232 shares 12,232 $3.37M 0.01% -1,629 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,167 shares; 2024Q4: 68,910 shares; 2025Q1: 43,127 shares; 2025Q2: 39,501 shares; 2025Q3: 26,997 shares; 2025Q4: 25,811 shares 25,811 $3.33M 0.01% -1,186 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,943 shares; 2024Q4: 65,506 shares; 2025Q1: 54,887 shares; 2025Q2: 72,034 shares; 2025Q3: 56,292 shares; 2025Q4: 88,974 shares 88,974 $3.33M 0.01% +32,682 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,530 shares; 2024Q4: 42,405 shares; 2025Q1: 49,805 shares; 2025Q2: 66,852 shares; 2025Q3: 43,063 shares; 2025Q4: 58,567 shares 58,567 $3.32M 0.01% +15,504 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,535 shares; 2024Q4: 79,089 shares; 2025Q1: not reported; 2025Q2: 297,204 shares; 2025Q3: 270,277 shares; 2025Q4: 265,406 shares 265,406 $3.3M 0.01% -4,871 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,515 shares; 2024Q4: 64,341 shares; 2025Q1: 67,221 shares; 2025Q2: 38,170 shares; 2025Q3: 25,118 shares; 2025Q4: 27,516 shares 27,516 $3.28M 0.01% +2,398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,158 shares; 2024Q4: 143,784 shares; 2025Q1: 147,217 shares; 2025Q2: 129,185 shares; 2025Q3: 138,217 shares; 2025Q4: 161,423 shares 161,423 $3.28M 0.01% +23,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,378 shares; 2024Q4: 25,822 shares; 2025Q1: 23,993 shares; 2025Q2: 20,922 shares; 2025Q3: 15,232 shares; 2025Q4: 15,798 shares 15,798 $3.24M 0.01% +566 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 6,019 shares; 2025Q1: 4,110 shares; 2025Q2: 17,416 shares; 2025Q3: 17,441 shares; 2025Q4: 16,652 shares 16,652 $3.24M 0.01% -789 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,737 shares; 2024Q4: 42,878 shares; 2025Q1: 38,341 shares; 2025Q2: 50,060 shares; 2025Q3: 47,926 shares; 2025Q4: 47,766 shares 47,766 $3.22M 0.01% -160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,901 shares; 2024Q4: 65,401 shares; 2025Q1: 55,170 shares; 2025Q2: 57,330 shares; 2025Q3: 54,399 shares; 2025Q4: 56,854 shares 56,854 $3.2M 0.01% +2,455 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 31,396 shares; 2025Q1: 16,211 shares; 2025Q2: 15,817 shares; 2025Q3: 13,841 shares; 2025Q4: 13,186 shares 13,186 $3.2M 0.01% -655 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,283 shares; 2024Q4: 85,664 shares; 2025Q1: 85,526 shares; 2025Q2: 74,543 shares; 2025Q3: 76,872 shares; 2025Q4: 74,567 shares 74,567 $3.16M 0.01% -2,305 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,573 shares; 2024Q4: 58,871 shares; 2025Q1: 45,596 shares; 2025Q2: 46,344 shares; 2025Q3: 45,115 shares; 2025Q4: 42,782 shares 42,782 $3.16M 0.01% -2,333 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,142 shares; 2024Q4: 45,017 shares; 2025Q1: 16,060 shares; 2025Q2: 70,466 shares; 2025Q3: 71,129 shares; 2025Q4: 64,394 shares 64,394 $3.16M 0.01% -6,735 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,971 shares; 2024Q4: 16,743 shares; 2025Q1: 10,990 shares; 2025Q2: 10,455 shares; 2025Q3: 9,625 shares; 2025Q4: 10,473 shares 10,473 $3.1M 0.01% +848 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,079 shares; 2025Q2: 24,999 shares; 2025Q3: 89,158 shares; 2025Q4: 106,929 shares 106,929 $3.08M 0.01% +17,771 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 6,310 shares; 2025Q1: 4,577 shares; 2025Q2: 5,082 shares; 2025Q3: 5,120 shares; 2025Q4: 5,089 shares 5,089 $3.07M 0.01% -31 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,981 shares; 2025Q1: 4,150 shares; 2025Q2: 26,199 shares; 2025Q3: 16,246 shares; 2025Q4: 16,592 shares 16,592 $3.06M 0.01% +346 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,370 shares; 2024Q4: 73,008 shares; 2025Q1: 56,718 shares; 2025Q2: 53,432 shares; 2025Q3: 45,104 shares; 2025Q4: 35,186 shares 35,186 $2.99M 0.01% -9,918 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,560 shares; 2024Q4: 63,211 shares; 2025Q1: 77,425 shares; 2025Q2: 56,007 shares; 2025Q3: 47,437 shares; 2025Q4: 49,849 shares 49,849 $2.99M 0.01% +2,412 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 17,666 shares; 2025Q1: 15,324 shares; 2025Q2: 11,849 shares; 2025Q3: 10,404 shares; 2025Q4: 11,361 shares 11,361 $2.98M 0.01% +957 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,138 shares; 2024Q4: 286,331 shares; 2025Q1: 308,987 shares; 2025Q2: 61,783 shares; 2025Q3: 53,934 shares; 2025Q4: 49,463 shares 49,463 $2.98M 0.01% -4,471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,887 shares; 2024Q4: 55,951 shares; 2025Q1: 39,473 shares; 2025Q2: 31,461 shares; 2025Q3: 26,456 shares; 2025Q4: 13,011 shares 13,011 $2.96M 0.01% -13,445 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,972 shares; 2024Q4: 37,063 shares; 2025Q1: 23,283 shares; 2025Q2: 19,594 shares; 2025Q3: 19,381 shares; 2025Q4: 21,436 shares 21,436 $2.96M 0.01% +2,055 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,252 shares; 2024Q4: 22,600 shares; 2025Q1: 15,796 shares; 2025Q2: 20,128 shares; 2025Q3: 24,880 shares; 2025Q4: 23,554 shares 23,554 $2.94M 0.01% -1,326 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,525 shares; 2025Q3: 13,302 shares; 2025Q4: 100,491 shares 100,491 $2.93M 0.01% +87,189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,011 shares; 2024Q4: 38,796 shares; 2025Q1: 40,199 shares; 2025Q2: 36,462 shares; 2025Q3: 38,515 shares; 2025Q4: 44,923 shares 44,923 $2.93M 0.01% +6,408 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 23,818 shares; 2025Q1: 16,409 shares; 2025Q2: 16,623 shares; 2025Q3: 29,902 shares; 2025Q4: 33,031 shares 33,031 $2.89M 0.01% +3,129 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,468 shares; 2025Q1: not reported; 2025Q2: 2,664 shares; 2025Q3: 1,456 shares; 2025Q4: 6,770 shares 6,770 $2.86M 0.01% +5,314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,659 shares; 2024Q4: 29,357 shares; 2025Q1: 18,358 shares; 2025Q2: 17,153 shares; 2025Q3: 16,168 shares; 2025Q4: 14,690 shares 14,690 $2.85M 0.01% -1,478 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 4,391 shares; 2025Q1: 2,015 shares; 2025Q2: 1,210 shares; 2025Q3: 943 shares; 2025Q4: 4,922 shares 4,922 $2.82M 0.01% +3,979 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,153 shares; 2025Q1: 231,633 shares; 2025Q2: 124,495 shares; 2025Q3: 113,118 shares; 2025Q4: 132,664 shares 132,664 $2.82M 0.01% +19,546 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,170 shares; 2025Q1: 55,868 shares; 2025Q2: 29,722 shares; 2025Q3: 27,897 shares; 2025Q4: 38,217 shares 38,217 $2.81M 0.01% +10,320 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,117 shares; 2024Q4: 223,638 shares; 2025Q1: 363,367 shares; 2025Q2: 363,811 shares; 2025Q3: 286,428 shares; 2025Q4: 82,962 shares 82,962 $2.8M 0.01% -203,466 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,021 shares; 2024Q4: 64,871 shares; 2025Q1: 62,129 shares; 2025Q2: 33,397 shares; 2025Q3: 28,302 shares; 2025Q4: 28,912 shares 28,912 $2.8M 0.01% +610 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,835 shares; 2024Q4: 16,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,243 shares; 2025Q4: 16,163 shares 16,163 $2.78M 0.01% +920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 21,292 shares; 2025Q1: 12,594 shares; 2025Q2: 11,577 shares; 2025Q3: 9,016 shares; 2025Q4: 8,556 shares 8,556 $2.77M 0.01% -460 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,135 shares; 2024Q4: 33,291 shares; 2025Q1: 32,059 shares; 2025Q2: 23,688 shares; 2025Q3: 27,390 shares; 2025Q4: 26,510 shares 26,510 $2.76M 0.01% -880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,726 shares; 2024Q4: 33,971 shares; 2025Q1: 60,565 shares; 2025Q2: 55,790 shares; 2025Q3: 53,757 shares; 2025Q4: 52,093 shares 52,093 $2.75M 0.01% -1,664 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 13,647 shares; 2025Q1: 35,641 shares; 2025Q2: 31,338 shares; 2025Q3: 30,109 shares; 2025Q4: 29,108 shares 29,108 $2.74M 0.01% -1,001 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 7,497 shares; 2025Q1: 7,334 shares; 2025Q2: 4,713 shares; 2025Q3: not reported; 2025Q4: 37,187 shares 37,187 $2.73M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 14,128 shares; 2025Q1: 13,895 shares; 2025Q2: 11,771 shares; 2025Q3: 8,341 shares; 2025Q4: 8,791 shares 8,791 $2.72M 0.01% +450 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 6,581 shares; 2025Q1: 7,259 shares; 2025Q2: 6,836 shares; 2025Q3: 5,442 shares; 2025Q4: 5,259 shares 5,259 $2.69M 0.01% -183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,037 shares; 2024Q4: 43,424 shares; 2025Q1: 27,437 shares; 2025Q2: 22,163 shares; 2025Q3: 31,736 shares; 2025Q4: 34,840 shares 34,840 $2.68M 0.01% +3,104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,045 shares; 2024Q4: 92,655 shares; 2025Q1: 9,428 shares; 2025Q2: 9,975 shares; 2025Q3: 26,780 shares; 2025Q4: 59,725 shares 59,725 $2.67M 0.01% +32,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 3,875 shares; 2025Q1: 3,497 shares; 2025Q2: 4,148 shares; 2025Q3: 4,093 shares; 2025Q4: 4,241 shares 4,241 $2.64M 0.01% +148 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 22,360 shares; 2025Q1: 22,558 shares; 2025Q2: 16,437 shares; 2025Q3: 18,203 shares; 2025Q4: 18,653 shares 18,653 $2.64M 0.01% +450 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,906 shares; 2025Q1: 4,204 shares; 2025Q2: 4,096 shares; 2025Q3: 4,147 shares; 2025Q4: 5,156 shares 5,156 $2.63M 0.01% +1,009 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,221 shares; 2024Q4: 39,913 shares; 2025Q1: 28,289 shares; 2025Q2: 24,484 shares; 2025Q3: 7,158 shares; 2025Q4: 7,519 shares 7,519 $2.63M 0.01% +361 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 5,315 shares; 2025Q1: 23,828 shares; 2025Q2: 50,488 shares; 2025Q3: 58,086 shares; 2025Q4: 58,740 shares 58,740 $2.63M 0.01% +654 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,683 shares; 2024Q4: 41,269 shares; 2025Q1: 24,113 shares; 2025Q2: 21,823 shares; 2025Q3: 21,136 shares; 2025Q4: 20,578 shares 20,578 $2.63M 0.01% -558 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 36,779 shares; 2025Q1: 14,121 shares; 2025Q2: 15,682 shares; 2025Q3: 9,301 shares; 2025Q4: 10,376 shares 10,376 $2.62M 0.01% +1,075 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,569 shares; 2024Q4: 102,014 shares; 2025Q1: 42,980 shares; 2025Q2: 10,861 shares; 2025Q3: 10,037 shares; 2025Q4: 32,468 shares 32,468 $2.62M 0.01% +22,431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,883 shares; 2024Q4: 10,112 shares; 2025Q1: 6,601 shares; 2025Q2: 6,004 shares; 2025Q3: 5,092 shares; 2025Q4: 4,452 shares 4,452 $2.59M 0.01% -640 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,170 shares; 2024Q4: 56,330 shares; 2025Q1: 39,093 shares; 2025Q2: 54,723 shares; 2025Q3: 61,893 shares; 2025Q4: 59,618 shares 59,618 $2.58M 0.01% -2,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,342 shares; 2024Q4: 49,443 shares; 2025Q1: 48,162 shares; 2025Q2: 29,132 shares; 2025Q3: 26,364 shares; 2025Q4: 15,721 shares 15,721 $2.56M 0.01% -10,643 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,091 shares; 2024Q4: 21,358 shares; 2025Q1: 43,015 shares; 2025Q2: 62,569 shares; 2025Q3: 21,763 shares; 2025Q4: 21,546 shares 21,546 $2.54M 0.01% -217 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,772 shares; 2024Q4: 22,628 shares; 2025Q1: 7,498 shares; 2025Q2: 7,254 shares; 2025Q3: 5,531 shares; 2025Q4: 7,105 shares 7,105 $2.51M 0.01% +1,574 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,428 shares; 2025Q1: 861 shares; 2025Q2: 5,747 shares; 2025Q3: 5,464 shares; 2025Q4: 4,680 shares 4,680 $2.49M 0.01% -784 Timeline