SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,552,440 shares; 2024Q4: 5,552,330 shares; 2025Q1: 5,920,770 shares; 2025Q2: 5,352,760 shares; 2025Q3: 5,242,970 shares 5,242,970 $548M 4.03% -109,790 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,790 shares; 2024Q4: 586,668 shares; 2025Q1: 624,144 shares; 2025Q2: 624,312 shares; 2025Q3: 645,448 shares 645,448 $432M 3.18% +21,136 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,706 shares; 2024Q4: 808,829 shares; 2025Q1: 839,521 shares; 2025Q2: 849,857 shares; 2025Q3: 865,136 shares 865,136 $415M 3.05% +15,279 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,981 shares; 2024Q4: 516,586 shares; 2025Q1: 512,949 shares; 2025Q2: 555,843 shares; 2025Q3: 586,946 shares 586,946 $352M 2.59% +31,103 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300,785 shares; 2024Q4: 3,285,277 shares; 2025Q1: 3,060,834 shares; 2025Q2: 2,997,605 shares; 2025Q3: 2,919,522 shares 2,919,522 $352M 2.59% -78,083 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822,230 shares; 2024Q4: 3,934,360 shares; 2025Q1: 4,436,910 shares; 2025Q2: 4,879,270 shares; 2025Q3: 4,871,550 shares 4,871,550 $270M 1.98% -7,720 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,250 shares; 2024Q4: 988,898 shares; 2025Q1: 941,833 shares; 2025Q2: 943,197 shares; 2025Q3: 926,383 shares 926,383 $261M 1.92% -16,814 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980,048 shares; 2024Q4: 2,753,845 shares; 2025Q1: 2,603,789 shares; 2025Q2: 2,432,116 shares; 2025Q3: 2,337,317 shares 2,337,317 $244M 1.79% -94,799 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111,115 shares; 2024Q4: 1,013,656 shares; 2025Q1: 1,235,158 shares; 2025Q2: 1,125,824 shares; 2025Q3: 1,230,206 shares 1,230,206 $229M 1.69% +104,382 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,233 shares; 2024Q4: 324,519 shares; 2025Q1: 321,153 shares; 2025Q2: 317,532 shares; 2025Q3: 305,694 shares 305,694 $228M 1.68% -11,838 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966,549 shares; 2024Q4: 1,847,477 shares; 2025Q1: 1,786,676 shares; 2025Q2: 1,729,204 shares; 2025Q3: 1,663,610 shares 1,663,610 $210M 1.54% -65,594 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,849 shares; 2024Q4: 590,409 shares; 2025Q1: 627,852 shares; 2025Q2: 728,969 shares; 2025Q3: 755,750 shares 755,750 $192M 1.42% +26,781 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,748 shares; 2024Q4: 865,664 shares; 2025Q1: 873,199 shares; 2025Q2: 1,002,120 shares; 2025Q3: 1,027,730 shares 1,027,730 $192M 1.41% +25,610 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,488 shares; 2024Q4: 230,548 shares; 2025Q1: 247,299 shares; 2025Q2: 267,288 shares; 2025Q3: 276,747 shares 276,747 $184M 1.36% +9,459 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,714 shares; 2024Q4: 233,305 shares; 2025Q1: 248,634 shares; 2025Q2: 265,574 shares; 2025Q3: 283,600 shares 283,600 $174M 1.28% +18,026 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,130 shares; 2024Q4: 436,800 shares; 2025Q1: 471,699 shares; 2025Q2: 540,314 shares; 2025Q3: 591,181 shares 591,181 $130M 0.95% +50,867 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,294 shares; 2024Q4: 195,491 shares; 2025Q1: 214,791 shares; 2025Q2: 236,879 shares; 2025Q3: 250,603 shares 250,603 $130M 0.95% +13,724 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,694 shares; 2024Q4: 302,850 shares; 2025Q1: 337,573 shares; 2025Q2: 360,398 shares; 2025Q3: 380,876 shares 380,876 $125M 0.92% +20,478 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347,184 shares; 2024Q4: 1,438,046 shares; 2025Q1: 1,337,771 shares; 2025Q2: 1,336,548 shares; 2025Q3: 1,402,394 shares 1,402,394 $122M 0.9% +65,846 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,975 shares; 2024Q4: 318,211 shares; 2025Q1: 320,505 shares; 2025Q2: 328,031 shares; 2025Q3: 335,674 shares 335,674 $103M 0.76% +7,643 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894,028 shares; 2024Q4: 2,730,272 shares; 2025Q1: 2,329,262 shares; 2025Q2: 2,292,932 shares; 2025Q3: 2,364,463 shares 2,364,463 $101M 0.74% +71,531 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,454 shares; 2024Q4: 969,230 shares; 2025Q1: 966,624 shares; 2025Q2: 1,024,838 shares; 2025Q3: 1,186,510 shares 1,186,510 $99.8M 0.73% +161,672 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,116 shares; 2024Q4: 281,926 shares; 2025Q1: 306,408 shares; 2025Q2: 321,485 shares; 2025Q3: 337,172 shares 337,172 $99M 0.73% +15,687 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,120 shares; 2024Q4: 1,087,680 shares; 2025Q1: 1,241,670 shares; 2025Q2: 1,320,290 shares; 2025Q3: 1,315,640 shares 1,315,640 $96.4M 0.71% -4,650 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,914 shares; 2024Q4: 153,974 shares; 2025Q1: 164,094 shares; 2025Q2: 181,078 shares; 2025Q3: 191,370 shares 191,370 $96.2M 0.71% +10,292 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,393 shares; 2024Q4: 362,609 shares; 2025Q1: 1,241,130 shares; 2025Q2: 1,427,240 shares; 2025Q3: 1,604,410 shares 1,604,410 $95M 0.7% +177,170 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,899 shares; 2024Q4: 323,299 shares; 2025Q1: 316,949 shares; 2025Q2: 353,069 shares; 2025Q3: 371,216 shares 371,216 $94.4M 0.69% +18,147 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,782 shares; 2024Q4: 457,908 shares; 2025Q1: 444,989 shares; 2025Q2: 476,950 shares; 2025Q3: 470,753 shares 470,753 $91.6M 0.67% -6,197 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,822 shares; 2024Q4: 506,491 shares; 2025Q1: 532,212 shares; 2025Q2: 590,407 shares; 2025Q3: 620,954 shares 620,954 $87.5M 0.64% +30,547 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938,566 shares; 2024Q4: 926,838 shares; 2025Q1: 964,704 shares; 2025Q2: 1,018,270 shares; 2025Q3: 1,260,330 shares 1,260,330 $84.8M 0.62% +242,060 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129,077 shares; 2024Q4: 1,186,315 shares; 2025Q1: 1,163,540 shares; 2025Q2: 1,244,055 shares; 2025Q3: 1,253,915 shares 1,253,915 $81.8M 0.6% +9,860 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,601 shares; 2024Q4: 768,375 shares; 2025Q1: 820,802 shares; 2025Q2: 841,133 shares; 2025Q3: 862,843 shares 862,843 $77.1M 0.57% +21,710 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,032 shares; 2024Q4: 553,318 shares; 2025Q1: 507,835 shares; 2025Q2: 509,448 shares; 2025Q3: 515,677 shares 515,677 $73.4M 0.54% +6,229 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,142 shares; 2024Q4: 77,127 shares; 2025Q1: 80,981 shares; 2025Q2: 92,865 shares; 2025Q3: 98,406 shares 98,406 $72.3M 0.53% +5,541 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,188 shares; 2024Q4: 213,069 shares; 2025Q1: 245,549 shares; 2025Q2: 272,197 shares; 2025Q3: 291,295 shares 291,295 $72M 0.53% +19,098 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,619 shares; 2024Q4: 390,861 shares; 2025Q1: 402,213 shares; 2025Q2: 331,949 shares; 2025Q3: 352,081 shares 352,081 $71.7M 0.53% +20,132 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,178 shares; 2024Q4: 673,801 shares; 2025Q1: 725,811 shares; 2025Q2: 758,450 shares; 2025Q3: 785,267 shares 785,267 $69.9M 0.51% +26,817 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808,846 shares; 2024Q4: 900,983 shares; 2025Q1: 841,088 shares; 2025Q2: 922,833 shares; 2025Q3: 996,581 shares 996,581 $67.7M 0.5% +73,748 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,959 shares; 2024Q4: 204,593 shares; 2025Q1: 242,399 shares; 2025Q2: 268,380 shares; 2025Q3: 277,194 shares 277,194 $67.5M 0.5% +8,814 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,356 shares; 2024Q4: 214,290 shares; 2025Q1: 230,235 shares; 2025Q2: 260,444 shares; 2025Q3: 273,867 shares 273,867 $66.6M 0.49% +13,423 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941,105 shares; 2024Q4: 924,013 shares; 2025Q1: 879,360 shares; 2025Q2: 904,531 shares; 2025Q3: 728,634 shares 728,634 $65.6M 0.48% -175,897 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,867 shares; 2024Q4: 177,118 shares; 2025Q1: 189,140 shares; 2025Q2: 202,586 shares; 2025Q3: 205,734 shares 205,734 $64.9M 0.48% +3,148 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,762 shares; 2024Q4: 542,520 shares; 2025Q1: 488,333 shares; 2025Q2: 503,509 shares; 2025Q3: 528,460 shares 528,460 $62.8M 0.46% +24,951 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,391 shares; 2024Q4: 309,489 shares; 2025Q1: 311,116 shares; 2025Q2: 307,950 shares; 2025Q3: 329,913 shares 329,913 $62.6M 0.46% +21,963 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,574 shares; 2024Q4: 229,878 shares; 2025Q1: 244,533 shares; 2025Q2: 265,569 shares; 2025Q3: 288,689 shares 288,689 $62.3M 0.46% +23,120 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,257 shares; 2024Q4: 152,051 shares; 2025Q1: 156,143 shares; 2025Q2: 155,069 shares; 2025Q3: 171,243 shares 171,243 $60.9M 0.45% +16,174 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,463 shares; 2024Q4: 118,186 shares; 2025Q1: 129,949 shares; 2025Q2: 131,461 shares; 2025Q3: 134,528 shares 134,528 $59.8M 0.44% +3,067 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945,120 shares; 2024Q4: 2,808,080 shares; 2025Q1: 2,449,210 shares; 2025Q2: 2,307,310 shares; 2025Q3: 2,263,760 shares 2,263,760 $58.5M 0.43% -43,550 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,151 shares; 2024Q4: 471,494 shares; 2025Q1: 470,228 shares; 2025Q2: 445,974 shares; 2025Q3: 408,017 shares 408,017 $57M 0.42% -37,957 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,522 shares; 2024Q4: 559,372 shares; 2025Q1: 667,368 shares; 2025Q2: 643,513 shares; 2025Q3: 735,355 shares 735,355 $56.2M 0.41% +91,842 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,384 shares; 2024Q4: 220,225 shares; 2025Q1: 193,693 shares; 2025Q2: 163,607 shares; 2025Q3: 114,518 shares 114,518 $53.6M 0.39% -49,089 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,897 shares; 2024Q4: 159,979 shares; 2025Q1: 186,963 shares; 2025Q2: 180,588 shares; 2025Q3: 182,162 shares 182,162 $53.5M 0.39% +1,574 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,416 shares; 2024Q4: 138,279 shares; 2025Q1: 145,609 shares; 2025Q2: 144,119 shares; 2025Q3: 145,981 shares 145,981 $53.4M 0.39% +1,862 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,214 shares; 2024Q4: 82,544 shares; 2025Q1: 308,960 shares; 2025Q2: 339,658 shares; 2025Q3: 436,917 shares 436,917 $52.9M 0.39% +97,259 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,775 shares; 2024Q4: 205,964 shares; 2025Q1: 238,394 shares; 2025Q2: 254,330 shares; 2025Q3: 253,692 shares 253,692 $52.4M 0.39% -638 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,593 shares; 2024Q4: 765,332 shares; 2025Q1: 763,521 shares; 2025Q2: 908,275 shares; 2025Q3: 934,652 shares 934,652 $50.6M 0.37% +26,377 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,984 shares; 2024Q4: 913,714 shares; 2025Q1: 854,140 shares; 2025Q2: 985,350 shares; 2025Q3: 1,080,240 shares 1,080,240 $50.6M 0.37% +94,890 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,618 shares; 2024Q4: 502,678 shares; 2025Q1: 574,899 shares; 2025Q2: 642,031 shares; 2025Q3: 686,324 shares 686,324 $50.4M 0.37% +44,293 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,191 shares; 2024Q4: 528,696 shares; 2025Q1: 590,988 shares; 2025Q2: 632,981 shares; 2025Q3: 689,833 shares 689,833 $50.2M 0.37% +56,852 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,097 shares; 2024Q4: 566,159 shares; 2025Q1: 588,640 shares; 2025Q2: 679,727 shares; 2025Q3: 665,745 shares 665,745 $49.5M 0.36% -13,982 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,067 shares; 2024Q4: 382,694 shares; 2025Q1: 270,921 shares; 2025Q2: 287,182 shares; 2025Q3: 283,035 shares 283,035 $49.4M 0.36% -4,147 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,161 shares; 2024Q4: 785,272 shares; 2025Q1: 963,177 shares; 2025Q2: 1,013,750 shares; 2025Q3: 1,102,660 shares 1,102,660 $48.7M 0.36% +88,910 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,468 shares; 2024Q4: 79,562 shares; 2025Q1: 85,407 shares; 2025Q2: 92,247 shares; 2025Q3: 104,194 shares 104,194 $45.4M 0.33% +11,947 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,023 shares; 2024Q4: 325,488 shares; 2025Q1: 363,649 shares; 2025Q2: 406,057 shares; 2025Q3: 424,529 shares 424,529 $45.2M 0.33% +18,472 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,680 shares; 2024Q4: 420,013 shares; 2025Q1: 421,803 shares; 2025Q2: 457,708 shares; 2025Q3: 471,215 shares 471,215 $44M 0.32% +13,507 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,530 shares; 2024Q4: 264,891 shares; 2025Q1: 247,461 shares; 2025Q2: 251,899 shares; 2025Q3: 267,146 shares 267,146 $44M 0.32% +15,247 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,526 shares; 2024Q4: 205,987 shares; 2025Q1: 183,902 shares; 2025Q2: 188,102 shares; 2025Q3: 210,170 shares 210,170 $43.9M 0.32% +22,068 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,942 shares; 2024Q4: 751,711 shares; 2025Q1: 767,535 shares; 2025Q2: 861,371 shares; 2025Q3: 940,625 shares 940,625 $43.6M 0.32% +79,254 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,965 shares; 2024Q4: 652,294 shares; 2025Q1: 621,220 shares; 2025Q2: 639,987 shares; 2025Q3: 583,317 shares 583,317 $42.9M 0.32% -56,670 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,779 shares; 2024Q4: 1,482,320 shares; 2025Q1: 1,729,280 shares; 2025Q2: 1,901,560 shares; 2025Q3: 1,543,250 shares 1,543,250 $42.1M 0.31% -358,310 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,994 shares; 2024Q4: 349,809 shares; 2025Q1: 455,954 shares; 2025Q2: 474,264 shares; 2025Q3: 535,348 shares 535,348 $41.9M 0.31% +61,084 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063,040 shares; 2024Q4: 1,071,510 shares; 2025Q1: 1,077,520 shares; 2025Q2: 1,092,250 shares; 2025Q3: 1,087,020 shares 1,087,020 $41.9M 0.31% -5,230 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,109 shares; 2024Q4: 506,424 shares; 2025Q1: 448,019 shares; 2025Q2: 478,945 shares; 2025Q3: 492,196 shares 492,196 $41.7M 0.31% +13,251 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,331 shares; 2024Q4: 520,654 shares; 2025Q1: 526,539 shares; 2025Q2: 547,471 shares; 2025Q3: 573,382 shares 573,382 $41.5M 0.31% +25,911 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,169 shares; 2024Q4: 430,054 shares; 2025Q1: 396,742 shares; 2025Q2: 403,906 shares; 2025Q3: 411,311 shares 411,311 $41.2M 0.3% +7,405 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,595 shares; 2024Q4: 479,799 shares; 2025Q1: 569,139 shares; 2025Q2: 633,262 shares; 2025Q3: 690,747 shares 690,747 $39.7M 0.29% +57,485 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,333 shares; 2024Q4: 287,016 shares; 2025Q1: 556,503 shares; 2025Q2: 677,132 shares; 2025Q3: 743,909 shares 743,909 $39.6M 0.29% +66,777 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358,700 shares; 2025Q2: 948,919 shares; 2025Q3: 956,887 shares 956,887 $39.3M 0.29% +7,968 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,075 shares; 2024Q4: 27,021 shares; 2025Q1: 31,631 shares; 2025Q2: 35,392 shares; 2025Q3: 39,428 shares 39,428 $36.5M 0.27% +4,036 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,784 shares; 2024Q4: 1,135,410 shares; 2025Q1: 241,297 shares; 2025Q2: 357,679 shares; 2025Q3: 389,573 shares 389,573 $35.7M 0.26% +31,894 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,934 shares; 2024Q4: 393,698 shares; 2025Q1: 384,014 shares; 2025Q2: 384,122 shares; 2025Q3: 382,991 shares 382,991 $35.4M 0.26% -1,131 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,972 shares; 2024Q4: 589,210 shares; 2025Q1: 583,864 shares; 2025Q2: 580,693 shares; 2025Q3: 651,912 shares 651,912 $35.1M 0.26% +71,219 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,989 shares; 2024Q4: 826,678 shares; 2025Q1: 806,343 shares; 2025Q2: 714,814 shares; 2025Q3: 608,361 shares 608,361 $35M 0.26% -106,453 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,885 shares; 2024Q4: 342,720 shares; 2025Q1: 380,396 shares; 2025Q2: 468,327 shares; 2025Q3: 529,908 shares 529,908 $34.9M 0.26% +61,581 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,130 shares; 2024Q4: 994,484 shares; 2025Q1: 1,106,860 shares; 2025Q2: 1,251,220 shares; 2025Q3: 1,204,440 shares 1,204,440 $34.8M 0.26% -46,780 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,600 shares; 2024Q4: 250,596 shares; 2025Q1: 275,761 shares; 2025Q2: 304,221 shares; 2025Q3: 312,111 shares 312,111 $34.5M 0.25% +7,890 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,535 shares; 2024Q4: 551,877 shares; 2025Q1: 574,322 shares; 2025Q2: 693,951 shares; 2025Q3: 680,954 shares 680,954 $34.4M 0.25% -12,997 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,371 shares; 2024Q4: 199,038 shares; 2025Q1: 284,195 shares; 2025Q2: 545,634 shares; 2025Q3: 816,767 shares 816,767 $34.3M 0.25% +271,133 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,266 shares; 2024Q4: 66,496 shares; 2025Q1: 78,742 shares; 2025Q2: 98,622 shares; 2025Q3: 103,481 shares 103,481 $34.1M 0.25% +4,859 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,153 shares; 2024Q4: 442,095 shares; 2025Q1: 322,665 shares; 2025Q2: 189,254 shares; 2025Q3: 222,121 shares 222,121 $32.4M 0.24% +32,867 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,595 shares; 2024Q4: 760,357 shares; 2025Q1: 725,772 shares; 2025Q2: 734,389 shares; 2025Q3: 708,390 shares 708,390 $32M 0.24% -25,999 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,799 shares; 2024Q4: 556,474 shares; 2025Q1: 727,622 shares; 2025Q2: 830,227 shares; 2025Q3: 954,554 shares 954,554 $31.9M 0.23% +124,327 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736,326 shares; 2024Q4: 822,219 shares; 2025Q1: 856,631 shares; 2025Q2: 954,862 shares; 2025Q3: 1,076,650 shares 1,076,650 $31.8M 0.23% +121,788 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,519 shares; 2024Q4: 145,845 shares; 2025Q1: 147,576 shares; 2025Q2: 167,834 shares; 2025Q3: 226,875 shares 226,875 $31.6M 0.23% +59,041 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,162 shares; 2024Q4: 341,006 shares; 2025Q1: 388,959 shares; 2025Q2: 414,793 shares; 2025Q3: 461,792 shares 461,792 $31.4M 0.23% +46,999 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,780 shares; 2024Q4: 93,953 shares; 2025Q1: 372,620 shares; 2025Q2: 414,144 shares; 2025Q3: 489,969 shares 489,969 $30.8M 0.23% +75,825 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,944 shares; 2024Q4: 336,715 shares; 2025Q1: 353,171 shares; 2025Q2: 366,353 shares; 2025Q3: 380,524 shares 380,524 $30.7M 0.23% +14,171 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365,046 shares; 2025Q2: 476,065 shares; 2025Q3: 562,832 shares 562,832 $30.4M 0.22% +86,767 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537,950 shares; 2024Q4: 797,935 shares; 2025Q1: 603,403 shares; 2025Q2: 609,786 shares; 2025Q3: 595,572 shares 595,572 $30.2M 0.22% -14,214 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,992 shares; 2024Q4: 187,688 shares; 2025Q1: 213,977 shares; 2025Q2: 236,539 shares; 2025Q3: 270,991 shares 270,991 $30.2M 0.22% +34,452 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,019 shares; 2024Q4: 276,821 shares; 2025Q1: 230,598 shares; 2025Q2: 307,958 shares; 2025Q3: 320,243 shares 320,243 $30.2M 0.22% +12,285 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,467 shares; 2024Q4: 741,856 shares; 2025Q1: 761,640 shares; 2025Q2: 637,569 shares; 2025Q3: 675,396 shares 675,396 $29.9M 0.22% +37,827 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,739 shares; 2024Q4: 108,367 shares; 2025Q1: 103,418 shares; 2025Q2: 113,837 shares; 2025Q3: 119,244 shares 119,244 $28.9M 0.21% +5,407 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,220 shares; 2024Q4: 294,010 shares; 2025Q1: 311,127 shares; 2025Q2: 327,205 shares; 2025Q3: 324,530 shares 324,530 $28.8M 0.21% -2,675 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,767 shares; 2024Q4: 98,676 shares; 2025Q1: 126,123 shares; 2025Q2: 136,771 shares; 2025Q3: 146,609 shares 146,609 $28.7M 0.21% +9,838 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,231 shares; 2024Q4: 27,205 shares; 2025Q1: 248,055 shares; 2025Q2: 241,020 shares; 2025Q3: 249,503 shares 249,503 $28.7M 0.21% +8,483 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,076 shares; 2024Q4: 139,989 shares; 2025Q1: 131,252 shares; 2025Q2: 149,352 shares; 2025Q3: 155,472 shares 155,472 $28.4M 0.21% +6,120 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,350 shares; 2024Q4: 415,752 shares; 2025Q1: 481,259 shares; 2025Q2: 515,423 shares; 2025Q3: 483,731 shares 483,731 $27.7M 0.2% -31,692 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,177 shares; 2024Q4: 453,205 shares; 2025Q1: 396,704 shares; 2025Q2: 390,168 shares; 2025Q3: 339,328 shares 339,328 $27.3M 0.2% -50,840 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,352 shares; 2024Q4: 63,640 shares; 2025Q1: 68,090 shares; 2025Q2: 74,507 shares; 2025Q3: 79,256 shares 79,256 $27.1M 0.2% +4,749 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,831 shares; 2024Q4: 73,778 shares; 2025Q1: 174,520 shares; 2025Q2: 453,874 shares; 2025Q3: 606,189 shares 606,189 $26.6M 0.2% +152,315 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,277 shares; 2024Q4: 160,175 shares; 2025Q1: 224,328 shares; 2025Q2: 176,037 shares; 2025Q3: 216,582 shares 216,582 $26.1M 0.19% +40,545 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,000 shares; 2024Q4: 300,753 shares; 2025Q1: 323,716 shares; 2025Q2: 370,871 shares; 2025Q3: 418,287 shares 418,287 $25.1M 0.18% +47,416 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,445 shares; 2024Q4: 291,485 shares; 2025Q1: 290,591 shares; 2025Q2: 323,016 shares; 2025Q3: 296,490 shares 296,490 $24.7M 0.18% -26,526 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,126 shares; 2024Q4: 345,791 shares; 2025Q1: 417,642 shares; 2025Q2: 450,209 shares; 2025Q3: 526,329 shares 526,329 $24.3M 0.18% +76,120 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,586 shares; 2024Q4: 289,983 shares; 2025Q1: 299,896 shares; 2025Q2: 303,880 shares; 2025Q3: 303,105 shares 303,105 $24.2M 0.18% -775 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,975 shares; 2024Q4: 214,305 shares; 2025Q1: 321,459 shares; 2025Q2: 405,423 shares; 2025Q3: 462,318 shares 462,318 $23.5M 0.17% +56,895 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,661 shares; 2024Q4: 203,108 shares; 2025Q1: 216,519 shares; 2025Q2: 225,572 shares; 2025Q3: 244,533 shares 244,533 $23.3M 0.17% +18,961 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,211 shares; 2024Q4: 153,991 shares; 2025Q1: 175,424 shares; 2025Q2: 211,221 shares; 2025Q3: 225,200 shares 225,200 $23.2M 0.17% +13,979 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,591 shares; 2024Q4: 26,226 shares; 2025Q1: 26,963 shares; 2025Q2: 30,056 shares; 2025Q3: 30,001 shares 30,001 $22.9M 0.17% -55 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 19,971 shares; 2025Q1: 22,174 shares; 2025Q2: 26,233 shares; 2025Q3: 27,757 shares 27,757 $22.1M 0.16% +1,524 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,184 shares; 2024Q4: 187,366 shares; 2025Q1: 206,136 shares; 2025Q2: 235,674 shares; 2025Q3: 249,360 shares 249,360 $21.7M 0.16% +13,686 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,325 shares; 2024Q4: 183,824 shares; 2025Q1: 132,929 shares; 2025Q2: 109,815 shares; 2025Q3: 139,608 shares 139,608 $21.5M 0.16% +29,793 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,072 shares; 2024Q4: 183,581 shares; 2025Q1: 193,940 shares; 2025Q2: 196,419 shares; 2025Q3: 210,581 shares 210,581 $21M 0.15% +14,162 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,316 shares; 2025Q2: 127,910 shares; 2025Q3: 164,670 shares 164,670 $21M 0.15% +36,760 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,468 shares; 2024Q4: 38,812 shares; 2025Q1: 44,093 shares; 2025Q2: 49,361 shares; 2025Q3: 62,203 shares 62,203 $20.3M 0.15% +12,842 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,947 shares; 2024Q4: 76,688 shares; 2025Q1: 82,454 shares; 2025Q2: 86,517 shares; 2025Q3: 92,107 shares 92,107 $19.9M 0.15% +5,590 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,629 shares; 2024Q4: 671,311 shares; 2025Q1: 698,984 shares; 2025Q2: 771,981 shares; 2025Q3: 857,979 shares 857,979 $19.8M 0.15% +85,998 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 8,494 shares; 2025Q1: 10,845 shares; 2025Q2: 14,316 shares; 2025Q3: 16,524 shares 16,524 $19.8M 0.15% +2,208 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,183 shares; 2024Q4: 336,502 shares; 2025Q1: 439,333 shares; 2025Q2: 508,235 shares; 2025Q3: 510,192 shares 510,192 $19.4M 0.14% +1,957 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,798 shares; 2024Q4: 231,005 shares; 2025Q1: 296,854 shares; 2025Q2: 290,218 shares; 2025Q3: 653,759 shares 653,759 $19.2M 0.14% +363,541 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,590 shares; 2024Q4: 181,510 shares; 2025Q1: 280,592 shares; 2025Q2: 262,464 shares; 2025Q3: 332,868 shares 332,868 $19.1M 0.14% +70,404 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,470 shares; 2024Q4: 23,227 shares; 2025Q1: 26,772 shares; 2025Q2: 31,095 shares; 2025Q3: 33,613 shares 33,613 $19.1M 0.14% +2,518 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,008 shares; 2024Q4: 88,458 shares; 2025Q1: 113,456 shares; 2025Q2: 121,320 shares; 2025Q3: 140,122 shares 140,122 $18.9M 0.14% +18,802 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,562 shares; 2024Q4: 275,106 shares; 2025Q1: 289,658 shares; 2025Q2: 310,008 shares; 2025Q3: 325,254 shares 325,254 $18.9M 0.14% +15,246 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,561 shares; 2024Q4: 39,457 shares; 2025Q1: 43,594 shares; 2025Q2: 45,275 shares; 2025Q3: 46,032 shares 46,032 $18.7M 0.14% +757 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,140 shares; 2024Q4: 179,883 shares; 2025Q1: 377,051 shares; 2025Q2: 449,160 shares; 2025Q3: 525,782 shares 525,782 $18.3M 0.13% +76,622 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,150 shares; 2024Q4: 140,056 shares; 2025Q1: 195,130 shares; 2025Q2: 204,815 shares; 2025Q3: 214,504 shares 214,504 $17.7M 0.13% +9,689 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,227 shares; 2024Q4: 100,591 shares; 2025Q1: 108,146 shares; 2025Q2: 116,784 shares; 2025Q3: 125,712 shares 125,712 $17.6M 0.13% +8,928 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,422 shares; 2024Q4: 139,976 shares; 2025Q1: 221,820 shares; 2025Q2: 148,752 shares; 2025Q3: 183,508 shares 183,508 $17.6M 0.13% +34,756 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,924 shares; 2024Q4: 107,320 shares; 2025Q1: 135,572 shares; 2025Q2: 176,467 shares; 2025Q3: 181,916 shares 181,916 $17.6M 0.13% +5,449 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,555 shares; 2024Q4: 313,340 shares; 2025Q1: 310,811 shares; 2025Q2: 199,889 shares; 2025Q3: 195,579 shares 195,579 $17.4M 0.13% -4,310 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,184 shares; 2024Q4: 482,027 shares; 2025Q1: 658,589 shares; 2025Q2: 601,834 shares; 2025Q3: 542,009 shares 542,009 $17.3M 0.13% -59,825 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 14,500 shares; 2025Q1: 16,081 shares; 2025Q2: 16,968 shares; 2025Q3: 17,708 shares 17,708 $17.1M 0.13% +740 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,096 shares; 2024Q4: 109,682 shares; 2025Q1: 252,779 shares; 2025Q2: 102,991 shares; 2025Q3: 103,084 shares 103,084 $17.1M 0.13% +93 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 5,978 shares; 2025Q1: 22,228 shares; 2025Q2: 30,715 shares; 2025Q3: 51,238 shares 51,238 $17.1M 0.13% +20,523 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,181 shares; 2024Q4: 231,187 shares; 2025Q1: 186,652 shares; 2025Q2: 156,553 shares; 2025Q3: 162,393 shares 162,393 $17M 0.13% +5,840 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,012 shares; 2024Q4: 160,298 shares; 2025Q1: 127,818 shares; 2025Q2: 140,554 shares; 2025Q3: 147,911 shares 147,911 $16.9M 0.12% +7,357 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,415 shares; 2024Q4: 13,433 shares; 2025Q1: 79,277 shares; 2025Q2: 122,174 shares; 2025Q3: 163,224 shares 163,224 $16.8M 0.12% +41,050 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,640 shares; 2024Q4: 389,829 shares; 2025Q1: 190,837 shares; 2025Q2: 175,389 shares; 2025Q3: 175,676 shares 175,676 $16.7M 0.12% +287 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,140 shares; 2024Q4: 96,687 shares; 2025Q1: 97,635 shares; 2025Q2: 97,009 shares; 2025Q3: 102,662 shares 102,662 $16.6M 0.12% +5,653 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,406 shares; 2024Q4: 176,937 shares; 2025Q1: 277,709 shares; 2025Q2: 305,744 shares; 2025Q3: 327,060 shares 327,060 $16.6M 0.12% +21,316 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,723 shares; 2024Q4: 42,907 shares; 2025Q1: 47,005 shares; 2025Q2: 49,835 shares; 2025Q3: 58,176 shares 58,176 $16.4M 0.12% +8,341 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,711 shares; 2024Q4: 18,778 shares; 2025Q1: 20,899 shares; 2025Q2: 23,145 shares; 2025Q3: 26,634 shares 26,634 $16.4M 0.12% +3,489 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,940 shares; 2024Q4: 438,721 shares; 2025Q1: 430,677 shares; 2025Q2: 379,065 shares; 2025Q3: 432,297 shares 432,297 $16.3M 0.12% +53,232 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,868 shares; 2024Q4: 130,346 shares; 2025Q1: 145,535 shares; 2025Q2: 138,773 shares; 2025Q3: 168,459 shares 168,459 $16.3M 0.12% +29,686 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,681 shares; 2024Q4: 594,103 shares; 2025Q1: 679,222 shares; 2025Q2: 685,767 shares; 2025Q3: 645,507 shares 645,507 $16.2M 0.12% -40,260 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,405 shares; 2024Q4: 132,828 shares; 2025Q1: 143,730 shares; 2025Q2: 154,106 shares; 2025Q3: 157,103 shares 157,103 $16.2M 0.12% +2,997 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,013 shares; 2024Q4: 112,624 shares; 2025Q1: 137,507 shares; 2025Q2: 152,581 shares; 2025Q3: 164,741 shares 164,741 $16.1M 0.12% +12,160 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,345 shares; 2024Q4: 37,500 shares; 2025Q1: 49,831 shares; 2025Q2: 67,742 shares; 2025Q3: 103,225 shares 103,225 $16M 0.12% +35,483 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,909 shares; 2024Q4: 69,743 shares; 2025Q1: 75,634 shares; 2025Q2: 84,203 shares; 2025Q3: 92,643 shares 92,643 $15.8M 0.12% +8,440 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,883 shares; 2024Q4: 153,991 shares; 2025Q1: 56,785 shares; 2025Q2: 55,325 shares; 2025Q3: 57,595 shares 57,595 $15.8M 0.12% +2,270 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,721 shares; 2024Q4: 126,185 shares; 2025Q1: 141,756 shares; 2025Q2: 173,470 shares; 2025Q3: 205,571 shares 205,571 $15.6M 0.11% +32,101 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,788 shares; 2024Q4: 144,763 shares; 2025Q1: 136,217 shares; 2025Q2: 139,404 shares; 2025Q3: 156,727 shares 156,727 $15.5M 0.11% +17,323 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,806 shares; 2024Q4: 115,922 shares; 2025Q1: 128,923 shares; 2025Q2: 117,856 shares; 2025Q3: 128,100 shares 128,100 $15.4M 0.11% +10,244 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,876 shares; 2024Q4: 245,762 shares; 2025Q1: 181,045 shares; 2025Q2: 291,794 shares; 2025Q3: 248,814 shares 248,814 $15.2M 0.11% -42,980 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,031 shares; 2024Q4: 317,362 shares; 2025Q1: 313,188 shares; 2025Q2: 318,131 shares; 2025Q3: 306,842 shares 306,842 $15.2M 0.11% -11,289 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,280 shares; 2024Q4: 61,882 shares; 2025Q1: 63,495 shares; 2025Q2: 62,749 shares; 2025Q3: 65,006 shares 65,006 $15.1M 0.11% +2,257 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,203 shares; 2024Q4: 94,753 shares; 2025Q1: 97,002 shares; 2025Q2: 103,340 shares; 2025Q3: 105,492 shares 105,492 $15M 0.11% +2,152 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,958 shares; 2024Q4: 25,361 shares; 2025Q1: 28,562 shares; 2025Q2: 37,354 shares; 2025Q3: 71,535 shares 71,535 $15M 0.11% +34,181 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,458 shares; 2024Q4: 293,211 shares; 2025Q1: 430,972 shares; 2025Q2: 473,814 shares; 2025Q3: 564,239 shares 564,239 $14.9M 0.11% +90,425 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,732 shares; 2024Q4: 24,558 shares; 2025Q1: 37,503 shares; 2025Q2: 43,586 shares; 2025Q3: 52,137 shares 52,137 $14.7M 0.11% +8,551 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,522 shares; 2024Q4: 35,662 shares; 2025Q1: 41,627 shares; 2025Q2: 76,977 shares; 2025Q3: 87,285 shares 87,285 $14.6M 0.11% +10,308 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,348 shares; 2024Q4: 58,372 shares; 2025Q1: 61,293 shares; 2025Q2: 73,272 shares; 2025Q3: 77,512 shares 77,512 $14.4M 0.11% +4,240 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,261 shares; 2024Q4: 296,938 shares; 2025Q1: 287,112 shares; 2025Q2: 355,035 shares; 2025Q3: 410,617 shares 410,617 $14.3M 0.11% +55,582 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,491 shares; 2024Q4: 124,956 shares; 2025Q1: 151,828 shares; 2025Q2: 191,304 shares; 2025Q3: 181,763 shares 181,763 $14.2M 0.1% -9,541 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,202 shares; 2024Q4: 30,946 shares; 2025Q1: 39,954 shares; 2025Q2: 391,686 shares; 2025Q3: 272,192 shares 272,192 $13.9M 0.1% -119,494 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,325 shares; 2024Q4: 91,158 shares; 2025Q1: 89,487 shares; 2025Q2: 118,961 shares; 2025Q3: 122,143 shares 122,143 $13.8M 0.1% +3,182 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,946 shares; 2024Q4: 282,724 shares; 2025Q1: 276,591 shares; 2025Q2: 286,204 shares; 2025Q3: 269,571 shares 269,571 $13.6M 0.1% -16,633 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,502 shares; 2024Q4: 113,741 shares; 2025Q1: 94,192 shares; 2025Q2: 97,550 shares; 2025Q3: 115,124 shares 115,124 $13.6M 0.1% +17,574 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,635 shares; 2024Q4: 167,811 shares; 2025Q1: 182,980 shares; 2025Q2: 197,085 shares; 2025Q3: 240,024 shares 240,024 $13.6M 0.1% +42,939 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,441 shares; 2024Q4: 104,553 shares; 2025Q1: 218,718 shares; 2025Q2: 242,355 shares; 2025Q3: 269,805 shares 269,805 $13.5M 0.1% +27,450 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,658 shares; 2024Q4: 460,469 shares; 2025Q1: 552,552 shares; 2025Q2: 594,497 shares; 2025Q3: 625,312 shares 625,312 $13.5M 0.1% +30,815 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,828 shares; 2024Q4: 396,914 shares; 2025Q1: 403,838 shares; 2025Q2: 425,066 shares; 2025Q3: 429,229 shares 429,229 $13.5M 0.1% +4,163 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,658 shares; 2024Q4: 437,243 shares; 2025Q1: 497,867 shares; 2025Q2: 557,191 shares; 2025Q3: 630,412 shares 630,412 $13.3M 0.1% +73,221 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,348 shares; 2024Q4: 67,209 shares; 2025Q1: 73,033 shares; 2025Q2: 86,012 shares; 2025Q3: 88,173 shares 88,173 $13.1M 0.1% +2,161 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,572 shares; 2024Q4: 30,600 shares; 2025Q1: 25,548 shares; 2025Q2: 25,368 shares; 2025Q3: 28,101 shares 28,101 $13M 0.1% +2,733 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,149 shares; 2024Q4: 104,896 shares; 2025Q1: 106,473 shares; 2025Q2: 111,763 shares; 2025Q3: 113,667 shares 113,667 $13M 0.1% +1,904 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,551 shares; 2024Q4: 277,156 shares; 2025Q1: 275,849 shares; 2025Q2: 317,103 shares; 2025Q3: 357,002 shares 357,002 $13M 0.1% +39,899 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,821 shares; 2024Q4: 31,998 shares; 2025Q1: 35,102 shares; 2025Q2: 27,165 shares; 2025Q3: 25,553 shares 25,553 $12.8M 0.09% -1,612 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,367 shares; 2024Q4: 161,373 shares; 2025Q1: 237,789 shares; 2025Q2: 248,416 shares; 2025Q3: 245,908 shares 245,908 $12.6M 0.09% -2,508 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,064 shares; 2024Q4: 279,649 shares; 2025Q1: 263,614 shares; 2025Q2: 242,160 shares; 2025Q3: 249,226 shares 249,226 $12.4M 0.09% +7,066 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,316 shares; 2024Q4: 65,597 shares; 2025Q1: 71,042 shares; 2025Q2: 76,054 shares; 2025Q3: 79,794 shares 79,794 $12.4M 0.09% +3,740 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,109 shares; 2024Q4: 85,046 shares; 2025Q1: 115,863 shares; 2025Q2: 143,553 shares; 2025Q3: 146,561 shares 146,561 $12.2M 0.09% +3,008 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,548 shares; 2024Q4: 71,406 shares; 2025Q1: 116,093 shares; 2025Q2: 130,744 shares; 2025Q3: 134,549 shares 134,549 $11.8M 0.09% +3,805 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,590 shares; 2025Q2: 119,915 shares; 2025Q3: 117,526 shares 117,526 $11.8M 0.09% -2,389 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,772 shares; 2024Q4: 103,097 shares; 2025Q1: 111,123 shares; 2025Q2: 107,823 shares; 2025Q3: 117,795 shares 117,795 $11.7M 0.09% +9,972 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,374 shares; 2025Q3: 338,434 shares 338,434 $11.6M 0.09% +214,060 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,708 shares; 2024Q4: 15,295 shares; 2025Q1: 17,546 shares; 2025Q2: 23,033 shares; 2025Q3: 23,970 shares 23,970 $11.4M 0.08% +937 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,118 shares; 2024Q4: 116,766 shares; 2025Q1: 120,786 shares; 2025Q2: 120,653 shares; 2025Q3: 127,406 shares 127,406 $11.4M 0.08% +6,753 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,502 shares; 2025Q1: 25,091 shares; 2025Q2: 44,678 shares; 2025Q3: 314,362 shares 314,362 $11.4M 0.08% +269,684 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,015 shares; 2024Q4: 95,038 shares; 2025Q1: 93,579 shares; 2025Q2: 91,474 shares; 2025Q3: 94,477 shares 94,477 $11.3M 0.08% +3,003 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,650 shares; 2024Q4: 319,680 shares; 2025Q1: 87,938 shares; 2025Q2: 180,591 shares; 2025Q3: 203,200 shares 203,200 $11.3M 0.08% +22,609 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,309 shares; 2024Q4: 74,970 shares; 2025Q1: 73,804 shares; 2025Q2: 77,416 shares; 2025Q3: 79,800 shares 79,800 $11.3M 0.08% +2,384 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,664 shares; 2024Q4: 54,712 shares; 2025Q1: 59,738 shares; 2025Q2: 162,054 shares; 2025Q3: 215,804 shares 215,804 $11.3M 0.08% +53,750 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,579 shares; 2024Q4: 345,376 shares; 2025Q1: 404,639 shares; 2025Q2: 386,294 shares; 2025Q3: 445,797 shares 445,797 $11.2M 0.08% +59,503 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,208 shares; 2024Q4: 260,284 shares; 2025Q1: 225,638 shares; 2025Q2: 222,668 shares; 2025Q3: 234,924 shares 234,924 $11.2M 0.08% +12,256 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,898 shares; 2024Q4: 110,083 shares; 2025Q1: 87,947 shares; 2025Q2: 89,761 shares; 2025Q3: 100,072 shares 100,072 $11.1M 0.08% +10,311 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,002 shares; 2024Q4: 139,768 shares; 2025Q1: 145,587 shares; 2025Q2: 161,452 shares; 2025Q3: 167,760 shares 167,760 $11.1M 0.08% +6,308 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,887 shares; 2024Q4: 33,631 shares; 2025Q1: 41,728 shares; 2025Q2: 46,758 shares; 2025Q3: 52,722 shares 52,722 $11.1M 0.08% +5,964 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,788 shares; 2024Q4: 114,086 shares; 2025Q1: 80,834 shares; 2025Q2: 160,757 shares; 2025Q3: 123,237 shares 123,237 $11M 0.08% -37,520 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,099 shares; 2024Q4: 18,378 shares; 2025Q1: 21,350 shares; 2025Q2: 29,411 shares; 2025Q3: 33,028 shares 33,028 $11M 0.08% +3,617 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 28,789 shares; 2025Q1: 105,301 shares; 2025Q2: 125,323 shares; 2025Q3: 167,612 shares 167,612 $10.9M 0.08% +42,289 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,747 shares; 2024Q4: 49,462 shares; 2025Q1: 55,199 shares; 2025Q2: 54,783 shares; 2025Q3: 276,445 shares 276,445 $10.8M 0.08% +221,662 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,963 shares; 2024Q4: 226,579 shares; 2025Q1: 205,632 shares; 2025Q2: 255,061 shares; 2025Q3: 215,889 shares 215,889 $10.8M 0.08% -39,172 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,661 shares; 2024Q4: 363,589 shares; 2025Q1: 405,505 shares; 2025Q2: 452,396 shares; 2025Q3: 505,941 shares 505,941 $10.8M 0.08% +53,545 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,589 shares; 2024Q4: 31,632 shares; 2025Q1: 38,008 shares; 2025Q2: 45,115 shares; 2025Q3: 52,592 shares 52,592 $10.7M 0.08% +7,477 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,044 shares; 2024Q4: 70,737 shares; 2025Q1: 70,739 shares; 2025Q2: 93,617 shares; 2025Q3: 109,173 shares 109,173 $10.7M 0.08% +15,556 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,729 shares; 2024Q4: 228,840 shares; 2025Q1: 199,117 shares; 2025Q2: 214,620 shares; 2025Q3: 212,125 shares 212,125 $10.7M 0.08% -2,495 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334,621 shares; 2025Q3: 490,150 shares 490,150 $10.4M 0.08% +155,529 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,654 shares; 2024Q4: 83,664 shares; 2025Q1: 119,632 shares; 2025Q2: 194,198 shares; 2025Q3: 245,421 shares 245,421 $10.4M 0.08% +51,223 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,644 shares; 2024Q4: 72,779 shares; 2025Q1: 90,747 shares; 2025Q2: 98,955 shares; 2025Q3: 108,324 shares 108,324 $10.3M 0.08% +9,369 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,370 shares; 2024Q4: 26,970 shares; 2025Q1: 28,127 shares; 2025Q2: 28,802 shares; 2025Q3: 34,249 shares 34,249 $10.3M 0.08% +5,447 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,190 shares; 2024Q4: 222,196 shares; 2025Q1: 255,037 shares; 2025Q2: 294,499 shares; 2025Q3: 339,476 shares 339,476 $10.3M 0.08% +44,977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,387 shares; 2024Q4: 96,576 shares; 2025Q1: 98,223 shares; 2025Q2: 105,209 shares; 2025Q3: 108,717 shares 108,717 $10.2M 0.07% +3,508 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,989 shares; 2024Q4: 148,918 shares; 2025Q1: 101,713 shares; 2025Q2: 28,895 shares; 2025Q3: 78,062 shares 78,062 $10.1M 0.07% +49,167 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,467 shares; 2024Q4: 85,784 shares; 2025Q1: 88,512 shares; 2025Q2: 92,927 shares; 2025Q3: 90,753 shares 90,753 $10.1M 0.07% -2,174 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,823 shares; 2024Q4: 99,758 shares; 2025Q1: 109,583 shares; 2025Q2: 102,940 shares; 2025Q3: 101,588 shares 101,588 $10.1M 0.07% -1,352 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,976 shares; 2024Q4: 261,544 shares; 2025Q1: 299,490 shares; 2025Q2: 343,664 shares; 2025Q3: 386,082 shares 386,082 $9.88M 0.07% +42,418 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,931 shares; 2024Q4: 449,630 shares; 2025Q1: 374,887 shares; 2025Q2: 390,052 shares; 2025Q3: 426,441 shares 426,441 $9.57M 0.07% +36,389 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,235 shares; 2024Q4: 189,721 shares; 2025Q1: 189,617 shares; 2025Q2: 209,613 shares; 2025Q3: 206,756 shares 206,756 $9.56M 0.07% -2,857 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,846 shares; 2024Q4: 275,759 shares; 2025Q1: 295,396 shares; 2025Q2: 298,731 shares; 2025Q3: 382,274 shares 382,274 $9.43M 0.07% +83,543 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 42,731 shares; 2025Q1: 41,727 shares; 2025Q2: 39,303 shares; 2025Q3: 39,253 shares 39,253 $9.41M 0.07% -50 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,868 shares; 2024Q4: 218,027 shares; 2025Q1: 221,855 shares; 2025Q2: 173,003 shares; 2025Q3: 222,769 shares 222,769 $9.39M 0.07% +49,766 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,534 shares; 2024Q4: 176,759 shares; 2025Q1: 174,183 shares; 2025Q2: 191,086 shares; 2025Q3: 215,211 shares 215,211 $9.34M 0.07% +24,125 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,523 shares; 2024Q4: 36,722 shares; 2025Q1: 101,809 shares; 2025Q2: 127,701 shares; 2025Q3: 129,989 shares 129,989 $9.28M 0.07% +2,288 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,011 shares; 2024Q4: 49,224 shares; 2025Q1: 52,046 shares; 2025Q2: 57,898 shares; 2025Q3: 59,625 shares 59,625 $9.16M 0.07% +1,727 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,542 shares; 2024Q4: 207,258 shares; 2025Q1: 193,057 shares; 2025Q2: 206,236 shares; 2025Q3: 226,502 shares 226,502 $9.1M 0.07% +20,266 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 6,269 shares; 2025Q1: 8,795 shares; 2025Q2: 7,321 shares; 2025Q3: 9,737 shares 9,737 $8.96M 0.07% +2,416 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,443 shares; 2024Q4: 23,909 shares; 2025Q1: 27,042 shares; 2025Q2: 26,389 shares; 2025Q3: 25,922 shares 25,922 $8.95M 0.07% -467 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,948 shares; 2024Q4: 11,593 shares; 2025Q1: 12,885 shares; 2025Q2: 16,853 shares; 2025Q3: 18,142 shares 18,142 $8.9M 0.07% +1,289 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,865 shares; 2024Q4: 24,152 shares; 2025Q1: 26,541 shares; 2025Q2: 30,998 shares; 2025Q3: 37,063 shares 37,063 $8.78M 0.06% +6,065 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,676 shares; 2024Q4: 110,082 shares; 2025Q1: 95,643 shares; 2025Q2: 89,809 shares; 2025Q3: 87,082 shares 87,082 $8.73M 0.06% -2,727 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,387 shares; 2024Q4: 247,583 shares; 2025Q1: 236,222 shares; 2025Q2: 234,032 shares; 2025Q3: 211,982 shares 211,982 $8.72M 0.06% -22,050 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,662 shares; 2024Q4: 151,318 shares; 2025Q1: 153,005 shares; 2025Q2: 152,915 shares; 2025Q3: 143,529 shares 143,529 $8.62M 0.06% -9,386 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,898 shares; 2024Q4: 112,672 shares; 2025Q1: 123,616 shares; 2025Q2: 148,996 shares; 2025Q3: 165,998 shares 165,998 $8.56M 0.06% +17,002 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,251 shares; 2024Q4: 283,183 shares; 2025Q1: 291,855 shares; 2025Q2: 313,007 shares; 2025Q3: 353,325 shares 353,325 $8.46M 0.06% +40,318 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,011 shares; 2024Q4: 313,447 shares; 2025Q1: 156,542 shares; 2025Q2: 161,680 shares; 2025Q3: 181,904 shares 181,904 $8.41M 0.06% +20,224 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 22,508 shares; 2025Q1: 27,904 shares; 2025Q2: 38,455 shares; 2025Q3: 32,690 shares 32,690 $8.38M 0.06% -5,765 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,804 shares; 2024Q4: 46,588 shares; 2025Q1: 45,153 shares; 2025Q2: 45,751 shares; 2025Q3: 46,099 shares 46,099 $8.24M 0.06% +348 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,346 shares; 2024Q4: 22,975 shares; 2025Q1: 25,247 shares; 2025Q2: 29,399 shares; 2025Q3: 29,349 shares 29,349 $8.2M 0.06% -50 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,698 shares; 2025Q1: 22,787 shares; 2025Q2: 69,849 shares; 2025Q3: 110,762 shares 110,762 $8.15M 0.06% +40,913 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,975 shares; 2024Q4: 22,533 shares; 2025Q1: 22,869 shares; 2025Q2: 25,696 shares; 2025Q3: 26,445 shares 26,445 $8.04M 0.06% +749 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,770 shares; 2024Q4: 169,171 shares; 2025Q1: 183,541 shares; 2025Q2: 188,895 shares; 2025Q3: 199,866 shares 199,866 $8.03M 0.06% +10,971 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 15,407 shares; 2025Q1: 19,745 shares; 2025Q2: 24,450 shares; 2025Q3: 29,509 shares 29,509 $8M 0.06% +5,059 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,902 shares; 2024Q4: 114,711 shares; 2025Q1: 127,933 shares; 2025Q2: 148,456 shares; 2025Q3: 177,654 shares 177,654 $7.92M 0.06% +29,198 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,924 shares; 2024Q4: 270,840 shares; 2025Q1: 267,986 shares; 2025Q2: 114,732 shares; 2025Q3: 103,093 shares 103,093 $7.91M 0.06% -11,639 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,681 shares; 2025Q3: 206,270 shares 206,270 $7.81M 0.06% +8,589 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,209 shares; 2024Q4: 145,285 shares; 2025Q1: 143,233 shares; 2025Q2: 140,184 shares; 2025Q3: 137,008 shares 137,008 $7.75M 0.06% -3,176 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,425 shares; 2025Q3: 151,148 shares 151,148 $7.53M 0.06% +49,723 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,551 shares; 2024Q4: 64,084 shares; 2025Q1: 72,429 shares; 2025Q2: 75,581 shares; 2025Q3: 78,155 shares 78,155 $7.41M 0.05% +2,574 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,631 shares; 2024Q4: 132,679 shares; 2025Q1: 114,306 shares; 2025Q2: 178,799 shares; 2025Q3: 172,360 shares 172,360 $7.4M 0.05% -6,439 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,332 shares; 2024Q4: 38,068 shares; 2025Q1: 39,352 shares; 2025Q2: 46,002 shares; 2025Q3: 45,494 shares 45,494 $7.38M 0.05% -508 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,491 shares; 2024Q4: 27,655 shares; 2025Q1: 37,150 shares; 2025Q2: 39,549 shares; 2025Q3: 39,444 shares 39,444 $7.38M 0.05% -105 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,770 shares; 2024Q4: 96,785 shares; 2025Q1: 101,696 shares; 2025Q2: 103,227 shares; 2025Q3: 111,082 shares 111,082 $7.34M 0.05% +7,855 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,843 shares; 2024Q4: 139,239 shares; 2025Q1: 85,484 shares; 2025Q2: 84,764 shares; 2025Q3: 87,206 shares 87,206 $7.32M 0.05% +2,442 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,068 shares; 2024Q4: 30,658 shares; 2025Q1: 35,224 shares; 2025Q2: 46,015 shares; 2025Q3: 54,492 shares 54,492 $7.3M 0.05% +8,477 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,016 shares; 2024Q4: 65,359 shares; 2025Q1: 66,245 shares; 2025Q2: 68,898 shares; 2025Q3: 83,207 shares 83,207 $7.24M 0.05% +14,309 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,085 shares; 2024Q4: 323,925 shares; 2025Q1: 348,121 shares; 2025Q2: 359,458 shares; 2025Q3: 396,790 shares 396,790 $7.24M 0.05% +37,332 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,195 shares; 2024Q4: 122,192 shares; 2025Q1: 140,276 shares; 2025Q2: 165,880 shares; 2025Q3: 197,243 shares 197,243 $7.21M 0.05% +31,363 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,515 shares; 2024Q4: 13,695 shares; 2025Q1: 33,529 shares; 2025Q2: 39,296 shares; 2025Q3: 47,558 shares 47,558 $7.19M 0.05% +8,262 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,164 shares; 2024Q4: 262,827 shares; 2025Q1: 285,458 shares; 2025Q2: 305,004 shares; 2025Q3: 330,789 shares 330,789 $7.18M 0.05% +25,785 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,075 shares; 2024Q4: 192,666 shares; 2025Q1: 217,513 shares; 2025Q2: 144,416 shares; 2025Q3: 157,948 shares 157,948 $7.17M 0.05% +13,532 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,191 shares; 2024Q4: 142,321 shares; 2025Q1: 138,593 shares; 2025Q2: 149,370 shares; 2025Q3: 150,071 shares 150,071 $7.16M 0.05% +701 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,792 shares; 2024Q4: 111,834 shares; 2025Q1: 109,501 shares; 2025Q2: 120,893 shares; 2025Q3: 118,583 shares 118,583 $7.1M 0.05% -2,310 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,731 shares; 2024Q4: 39,220 shares; 2025Q1: 51,875 shares; 2025Q2: 53,672 shares; 2025Q3: 52,311 shares 52,311 $7.03M 0.05% -1,361 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,622 shares; 2024Q4: 46,135 shares; 2025Q1: 64,153 shares; 2025Q2: 59,469 shares; 2025Q3: 69,678 shares 69,678 $7.02M 0.05% +10,209 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,396 shares; 2024Q4: 119,208 shares; 2025Q1: 139,176 shares; 2025Q2: 148,940 shares; 2025Q3: 150,418 shares 150,418 $7M 0.05% +1,478 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,063 shares; 2024Q4: 133,894 shares; 2025Q1: 142,099 shares; 2025Q2: 146,605 shares; 2025Q3: 158,715 shares 158,715 $6.98M 0.05% +12,110 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,662 shares; 2024Q4: 17,171 shares; 2025Q1: 17,786 shares; 2025Q2: 19,918 shares; 2025Q3: 20,418 shares 20,418 $6.96M 0.05% +500 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,003 shares; 2024Q4: 280,535 shares; 2025Q1: 299,558 shares; 2025Q2: 308,515 shares; 2025Q3: 324,120 shares 324,120 $6.96M 0.05% +15,605 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,040 shares; 2024Q4: 65,913 shares; 2025Q1: 100,494 shares; 2025Q2: 197,847 shares; 2025Q3: 233,233 shares 233,233 $6.91M 0.05% +35,386 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,832 shares; 2024Q4: 19,220 shares; 2025Q1: 19,555 shares; 2025Q2: 23,948 shares; 2025Q3: 27,305 shares 27,305 $6.85M 0.05% +3,357 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,592 shares; 2024Q4: 84,283 shares; 2025Q1: 105,038 shares; 2025Q2: 104,422 shares; 2025Q3: 104,744 shares 104,744 $6.83M 0.05% +322 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 14,178 shares; 2025Q1: 46,567 shares; 2025Q2: 78,445 shares; 2025Q3: 109,791 shares 109,791 $6.82M 0.05% +31,346 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,946 shares; 2025Q1: 31,157 shares; 2025Q2: 161,918 shares; 2025Q3: 199,535 shares 199,535 $6.82M 0.05% +37,617 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,362 shares; 2024Q4: 14,901 shares; 2025Q1: 16,362 shares; 2025Q2: 17,265 shares; 2025Q3: 21,280 shares 21,280 $6.81M 0.05% +4,015 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,086 shares; 2024Q4: 20,940 shares; 2025Q1: 21,996 shares; 2025Q2: 23,914 shares; 2025Q3: 24,202 shares 24,202 $6.77M 0.05% +288 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 11,209 shares; 2025Q1: 13,152 shares; 2025Q2: 16,253 shares; 2025Q3: 20,380 shares 20,380 $6.71M 0.05% +4,127 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,643 shares; 2024Q4: 103,496 shares; 2025Q1: 190,839 shares; 2025Q2: 237,888 shares; 2025Q3: 256,121 shares 256,121 $6.7M 0.05% +18,233 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,664 shares; 2024Q4: 18,864 shares; 2025Q1: 30,765 shares; 2025Q2: 51,366 shares; 2025Q3: 52,859 shares 52,859 $6.69M 0.05% +1,493 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,716 shares; 2025Q2: 217,896 shares; 2025Q3: 213,835 shares 213,835 $6.67M 0.05% -4,061 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,946 shares; 2024Q4: 40,425 shares; 2025Q1: 52,867 shares; 2025Q2: 138,737 shares; 2025Q3: 168,481 shares 168,481 $6.66M 0.05% +29,744 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,287 shares; 2024Q4: 59,177 shares; 2025Q1: 83,774 shares; 2025Q2: 101,572 shares; 2025Q3: 125,441 shares 125,441 $6.58M 0.05% +23,869 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,719 shares; 2024Q4: 166,280 shares; 2025Q1: 171,716 shares; 2025Q2: 77,569 shares; 2025Q3: 68,805 shares 68,805 $6.57M 0.05% -8,764 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,468 shares; 2024Q4: 229,168 shares; 2025Q1: 187,990 shares; 2025Q2: 156,593 shares; 2025Q3: 156,709 shares 156,709 $6.52M 0.05% +116 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,656 shares; 2024Q4: 22,350 shares; 2025Q1: 21,950 shares; 2025Q2: 21,481 shares; 2025Q3: 22,098 shares 22,098 $6.49M 0.05% +617 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 15,932 shares; 2025Q1: 18,715 shares; 2025Q2: 24,171 shares; 2025Q3: 29,120 shares 29,120 $6.43M 0.05% +4,949 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,427 shares; 2024Q4: 48,811 shares; 2025Q1: 51,751 shares; 2025Q2: 55,270 shares; 2025Q3: 63,305 shares 63,305 $6.43M 0.05% +8,035 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,893 shares; 2024Q4: 24,039 shares; 2025Q1: 25,741 shares; 2025Q2: 30,585 shares; 2025Q3: 28,426 shares 28,426 $6.41M 0.05% -2,159 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,298 shares; 2024Q4: 61,535 shares; 2025Q1: 125,666 shares; 2025Q2: 136,352 shares; 2025Q3: 170,326 shares 170,326 $6.35M 0.05% +33,974 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,229 shares; 2024Q4: 47,225 shares; 2025Q1: 74,411 shares; 2025Q2: 89,651 shares; 2025Q3: 126,263 shares 126,263 $6.35M 0.05% +36,612 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,808 shares; 2025Q1: 50,417 shares; 2025Q2: 52,792 shares; 2025Q3: 75,330 shares 75,330 $6.29M 0.05% +22,538 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,741 shares; 2024Q4: 374,289 shares; 2025Q1: 358,860 shares; 2025Q2: 343,562 shares; 2025Q3: 284,350 shares 284,350 $6.28M 0.05% -59,212 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,222 shares; 2024Q4: 45,814 shares; 2025Q1: 110,284 shares; 2025Q2: 52,692 shares; 2025Q3: 61,808 shares 61,808 $6.22M 0.05% +9,116 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,832 shares; 2024Q4: 57,799 shares; 2025Q1: 61,291 shares; 2025Q2: 58,453 shares; 2025Q3: 61,356 shares 61,356 $6.14M 0.05% +2,903 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,468 shares; 2025Q1: 62,584 shares; 2025Q2: 164,458 shares; 2025Q3: 164,534 shares 164,534 $6.13M 0.05% +76 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,030 shares; 2024Q4: 452,853 shares; 2025Q1: 464,430 shares; 2025Q2: 372,500 shares; 2025Q3: 378,036 shares 378,036 $6.13M 0.05% +5,536 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,207 shares; 2024Q4: 371,648 shares; 2025Q1: 182,872 shares; 2025Q2: 204,432 shares; 2025Q3: 130,992 shares 130,992 $6.08M 0.04% -73,440 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,430 shares; 2024Q4: 79,516 shares; 2025Q1: 92,045 shares; 2025Q2: 85,288 shares; 2025Q3: 68,336 shares 68,336 $6.06M 0.04% -16,952 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,680 shares; 2024Q4: 177,413 shares; 2025Q1: 195,122 shares; 2025Q2: 229,974 shares; 2025Q3: 235,306 shares 235,306 $6.05M 0.04% +5,332 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,782 shares; 2024Q4: 223,749 shares; 2025Q1: 253,665 shares; 2025Q2: 112,845 shares; 2025Q3: 113,150 shares 113,150 $6.04M 0.04% +305 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,404 shares; 2024Q4: 155,614 shares; 2025Q1: 131,911 shares; 2025Q2: 116,103 shares; 2025Q3: 104,159 shares 104,159 $6.04M 0.04% -11,944 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,568 shares; 2024Q4: 62,445 shares; 2025Q1: 20,561 shares; 2025Q2: 21,486 shares; 2025Q3: 79,893 shares 79,893 $6.02M 0.04% +58,407 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,500 shares; 2024Q4: 41,186 shares; 2025Q1: 46,240 shares; 2025Q2: 52,875 shares; 2025Q3: 45,357 shares 45,357 $6.01M 0.04% -7,518 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,433 shares; 2024Q4: 83,692 shares; 2025Q1: 88,121 shares; 2025Q2: 81,987 shares; 2025Q3: 90,329 shares 90,329 $5.95M 0.04% +8,342 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,957 shares; 2024Q4: 51,721 shares; 2025Q1: 53,569 shares; 2025Q2: 59,526 shares; 2025Q3: 62,308 shares 62,308 $5.93M 0.04% +2,782 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,357 shares; 2024Q4: 75,830 shares; 2025Q1: 66,327 shares; 2025Q2: 306,617 shares; 2025Q3: 347,514 shares 347,514 $5.91M 0.04% +40,897 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,884 shares; 2024Q4: 23,335 shares; 2025Q1: 44,487 shares; 2025Q2: 53,786 shares; 2025Q3: 56,825 shares 56,825 $5.87M 0.04% +3,039 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,725 shares; 2024Q4: 72,982 shares; 2025Q1: 64,940 shares; 2025Q2: 66,268 shares; 2025Q3: 51,276 shares 51,276 $5.84M 0.04% -14,992 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,291 shares; 2024Q4: 52,403 shares; 2025Q1: 67,046 shares; 2025Q2: 77,661 shares; 2025Q3: 84,990 shares 84,990 $5.82M 0.04% +7,329 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,076 shares; 2024Q4: 90,591 shares; 2025Q1: 105,782 shares; 2025Q2: 106,535 shares; 2025Q3: 110,710 shares 110,710 $5.79M 0.04% +4,175 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,556 shares; 2025Q2: 87,792 shares; 2025Q3: 93,554 shares 93,554 $5.72M 0.04% +5,762 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,896 shares; 2024Q4: 177,015 shares; 2025Q1: 162,781 shares; 2025Q2: 175,656 shares; 2025Q3: 183,111 shares 183,111 $5.71M 0.04% +7,455 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,274 shares; 2024Q4: 138,083 shares; 2025Q1: 153,661 shares; 2025Q2: 130,719 shares; 2025Q3: 136,599 shares 136,599 $5.68M 0.04% +5,880 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,840 shares; 2025Q2: 33,875 shares; 2025Q3: 42,735 shares 42,735 $5.61M 0.04% +8,860 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,023 shares; 2024Q4: 352,852 shares; 2025Q1: 240,713 shares; 2025Q2: 144,640 shares; 2025Q3: 125,955 shares 125,955 $5.51M 0.04% -18,685 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,610 shares; 2025Q1: 168,029 shares; 2025Q2: 225,036 shares; 2025Q3: 258,195 shares 258,195 $5.43M 0.04% +33,159 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,410 shares; 2024Q4: 49,037 shares; 2025Q1: 61,326 shares; 2025Q2: 68,334 shares; 2025Q3: 77,133 shares 77,133 $5.4M 0.04% +8,799 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,022 shares; 2024Q4: 31,832 shares; 2025Q1: 53,279 shares; 2025Q2: 58,012 shares; 2025Q3: 59,131 shares 59,131 $5.36M 0.04% +1,119 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,043 shares; 2024Q4: 66,095 shares; 2025Q1: 58,817 shares; 2025Q2: 62,723 shares; 2025Q3: 59,546 shares 59,546 $5.33M 0.04% -3,177 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,784 shares; 2024Q4: 22,691 shares; 2025Q1: 25,707 shares; 2025Q2: 23,846 shares; 2025Q3: 23,977 shares 23,977 $5.33M 0.04% +131 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,302 shares; 2024Q4: 98,875 shares; 2025Q1: 128,840 shares; 2025Q2: 139,863 shares; 2025Q3: 156,985 shares 156,985 $5.32M 0.04% +17,122 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,289 shares; 2024Q4: 40,556 shares; 2025Q1: 40,017 shares; 2025Q2: 38,853 shares; 2025Q3: 37,822 shares 37,822 $5.31M 0.04% -1,031 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,098 shares; 2025Q1: 79,413 shares; 2025Q2: 82,689 shares; 2025Q3: 81,603 shares 81,603 $5.3M 0.04% -1,086 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,705 shares; 2024Q4: 27,545 shares; 2025Q1: 37,351 shares; 2025Q2: 50,601 shares; 2025Q3: 64,041 shares 64,041 $5.29M 0.04% +13,440 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,535 shares; 2025Q3: 103,348 shares 103,348 $5.27M 0.04% +15,813 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,714 shares; 2024Q4: 156,211 shares; 2025Q1: 199,902 shares; 2025Q2: 209,912 shares; 2025Q3: 231,429 shares 231,429 $5.26M 0.04% +21,517 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 14,239 shares; 2025Q1: 27,943 shares; 2025Q2: 61,744 shares; 2025Q3: 83,158 shares 83,158 $5.21M 0.04% +21,414 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,685 shares; 2024Q4: 27,764 shares; 2025Q1: 28,880 shares; 2025Q2: 31,442 shares; 2025Q3: 32,804 shares 32,804 $5.21M 0.04% +1,362 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,225 shares; 2024Q4: 180,701 shares; 2025Q1: 191,899 shares; 2025Q2: 181,230 shares; 2025Q3: 204,358 shares 204,358 $5.21M 0.04% +23,128 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,176 shares; 2024Q4: 34,852 shares; 2025Q1: 38,065 shares; 2025Q2: 35,836 shares; 2025Q3: 31,107 shares 31,107 $5.2M 0.04% -4,729 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,977 shares; 2024Q4: 62,098 shares; 2025Q1: 64,711 shares; 2025Q2: 99,069 shares; 2025Q3: 105,899 shares 105,899 $5.17M 0.04% +6,830 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,747 shares; 2024Q4: 321,860 shares; 2025Q1: 354,959 shares; 2025Q2: 393,841 shares; 2025Q3: 383,998 shares 383,998 $5.16M 0.04% -9,843 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,226 shares; 2024Q4: 23,556 shares; 2025Q1: 25,224 shares; 2025Q2: 26,004 shares; 2025Q3: 28,009 shares 28,009 $5.15M 0.04% +2,005 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,195 shares; 2024Q4: 108,335 shares; 2025Q1: 115,210 shares; 2025Q2: 132,890 shares; 2025Q3: 141,680 shares 141,680 $5.09M 0.04% +8,790 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,217 shares; 2024Q4: 105,737 shares; 2025Q1: 126,013 shares; 2025Q2: 132,315 shares; 2025Q3: 137,892 shares 137,892 $5.08M 0.04% +5,577 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,821 shares; 2024Q4: 81,724 shares; 2025Q1: 134,110 shares; 2025Q2: 144,732 shares; 2025Q3: 176,923 shares 176,923 $5.07M 0.04% +32,191 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,719 shares; 2024Q4: 56,984 shares; 2025Q1: 57,398 shares; 2025Q2: 71,636 shares; 2025Q3: 74,699 shares 74,699 $5.07M 0.04% +3,063 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 4,182 shares; 2025Q1: 5,148 shares; 2025Q2: 5,247 shares; 2025Q3: 5,292 shares 5,292 $5.05M 0.04% +45 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,518 shares; 2024Q4: 143,433 shares; 2025Q1: 167,409 shares; 2025Q2: 171,614 shares; 2025Q3: 183,554 shares 183,554 $5.01M 0.04% +11,940 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,333 shares; 2024Q4: 158,238 shares; 2025Q1: 137,320 shares; 2025Q2: 109,054 shares; 2025Q3: 96,263 shares 96,263 $4.98M 0.04% -12,791 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 7,915 shares; 2025Q1: 8,621 shares; 2025Q2: 10,492 shares; 2025Q3: 10,836 shares 10,836 $4.95M 0.04% +344 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,753 shares; 2024Q4: 17,881 shares; 2025Q1: 19,592 shares; 2025Q2: 18,962 shares; 2025Q3: 19,067 shares 19,067 $4.95M 0.04% +105 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,408 shares; 2024Q4: 27,906 shares; 2025Q1: 21,703 shares; 2025Q2: 27,045 shares; 2025Q3: 44,756 shares 44,756 $4.95M 0.04% +17,711 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,544 shares; 2025Q1: 3,987 shares; 2025Q2: 4,124 shares; 2025Q3: 4,213 shares 4,213 $4.91M 0.04% +89 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,439 shares; 2024Q4: 35,377 shares; 2025Q1: 35,584 shares; 2025Q2: 36,350 shares; 2025Q3: 36,727 shares 36,727 $4.89M 0.04% +377 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,524 shares; 2024Q4: 30,290 shares; 2025Q1: 35,456 shares; 2025Q2: 36,190 shares; 2025Q3: 39,706 shares 39,706 $4.86M 0.04% +3,516 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,343 shares; 2025Q2: 122,184 shares; 2025Q3: 113,462 shares 113,462 $4.83M 0.04% -8,722 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,479 shares; 2024Q4: 81,139 shares; 2025Q1: 88,808 shares; 2025Q2: 94,535 shares; 2025Q3: 153,215 shares 153,215 $4.81M 0.04% +58,680 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 16,033 shares; 2025Q1: 26,188 shares; 2025Q2: 46,318 shares; 2025Q3: 57,109 shares 57,109 $4.8M 0.04% +10,791 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,388 shares; 2024Q4: 82,723 shares; 2025Q1: 74,357 shares; 2025Q2: 67,713 shares; 2025Q3: 69,910 shares 69,910 $4.78M 0.04% +2,197 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,483 shares; 2025Q1: 4,148 shares; 2025Q2: 20,781 shares; 2025Q3: 32,649 shares 32,649 $4.78M 0.04% +11,868 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,958 shares; 2024Q4: 146,737 shares; 2025Q1: 146,355 shares; 2025Q2: 154,476 shares; 2025Q3: 168,474 shares 168,474 $4.76M 0.03% +13,998 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,683 shares; 2024Q4: 89,709 shares; 2025Q1: 93,413 shares; 2025Q2: 106,168 shares; 2025Q3: 105,215 shares 105,215 $4.75M 0.03% -953 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 4,516 shares; 2025Q1: 5,826 shares; 2025Q2: 7,717 shares; 2025Q3: 11,432 shares 11,432 $4.74M 0.03% +3,715 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,882 shares; 2024Q4: 49,766 shares; 2025Q1: 42,733 shares; 2025Q2: 30,874 shares; 2025Q3: 39,253 shares 39,253 $4.74M 0.03% +8,379 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,913 shares; 2024Q4: 87,922 shares; 2025Q1: 51,150 shares; 2025Q2: 94,355 shares; 2025Q3: 107,146 shares 107,146 $4.74M 0.03% +12,791 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,327 shares; 2024Q4: 66,676 shares; 2025Q1: 80,958 shares; 2025Q2: 94,085 shares; 2025Q3: 102,588 shares 102,588 $4.72M 0.03% +8,503 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,868 shares; 2024Q4: 49,940 shares; 2025Q1: 53,361 shares; 2025Q2: 61,579 shares; 2025Q3: 62,495 shares 62,495 $4.72M 0.03% +916 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,027 shares; 2024Q4: 142,170 shares; 2025Q1: 140,619 shares; 2025Q2: 160,868 shares; 2025Q3: 198,559 shares 198,559 $4.68M 0.03% +37,691 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,455 shares; 2024Q4: 98,888 shares; 2025Q1: 154,973 shares; 2025Q2: 239,400 shares; 2025Q3: 323,518 shares 323,518 $4.67M 0.03% +84,118 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,426 shares; 2024Q4: 60,387 shares; 2025Q1: 60,091 shares; 2025Q2: 59,718 shares; 2025Q3: 64,172 shares 64,172 $4.66M 0.03% +4,454 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,424 shares; 2024Q4: 131,024 shares; 2025Q1: 120,924 shares; 2025Q2: 95,024 shares; 2025Q3: 88,854 shares 88,854 $4.62M 0.03% -6,170 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,288 shares; 2024Q4: 70,231 shares; 2025Q1: 72,972 shares; 2025Q2: 82,447 shares; 2025Q3: 102,267 shares 102,267 $4.54M 0.03% +19,820 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,956 shares; 2024Q4: 53,406 shares; 2025Q1: 33,591 shares; 2025Q2: 32,292 shares; 2025Q3: 32,065 shares 32,065 $4.52M 0.03% -227 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,451 shares; 2024Q4: 114,231 shares; 2025Q1: 121,036 shares; 2025Q2: 121,760 shares; 2025Q3: 121,718 shares 121,718 $4.52M 0.03% -42 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 7,053 shares; 2025Q1: 55,109 shares; 2025Q2: 78,272 shares; 2025Q3: 85,999 shares 85,999 $4.5M 0.03% +7,727 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,795 shares; 2024Q4: 14,806 shares; 2025Q1: 12,635 shares; 2025Q2: 11,186 shares; 2025Q3: 13,912 shares 13,912 $4.48M 0.03% +2,726 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,843 shares; 2024Q4: 84,389 shares; 2025Q1: 89,197 shares; 2025Q2: 99,758 shares; 2025Q3: 118,860 shares 118,860 $4.48M 0.03% +19,102 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,464 shares; 2025Q2: 35,025 shares; 2025Q3: 39,059 shares 39,059 $4.48M 0.03% +4,034 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,376 shares; 2024Q4: 146,730 shares; 2025Q1: 129,743 shares; 2025Q2: 142,666 shares; 2025Q3: 142,765 shares 142,765 $4.46M 0.03% +99 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,215 shares; 2025Q2: 56,607 shares; 2025Q3: 34,681 shares 34,681 $4.45M 0.03% -21,926 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,654 shares; 2024Q4: 172,510 shares; 2025Q1: 152,142 shares; 2025Q2: 174,624 shares; 2025Q3: 169,183 shares 169,183 $4.45M 0.03% -5,441 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 6,646 shares; 2025Q1: 5,688 shares; 2025Q2: 6,261 shares; 2025Q3: 12,564 shares 12,564 $4.43M 0.03% +6,303 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,059 shares; 2024Q4: 81,522 shares; 2025Q1: 82,345 shares; 2025Q2: 113,391 shares; 2025Q3: 158,879 shares 158,879 $4.41M 0.03% +45,488 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,856 shares; 2024Q4: 88,837 shares; 2025Q1: 103,053 shares; 2025Q2: 109,623 shares; 2025Q3: 104,703 shares 104,703 $4.37M 0.03% -4,920 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,229 shares; 2024Q4: 125,748 shares; 2025Q1: 131,656 shares; 2025Q2: 131,951 shares; 2025Q3: 136,990 shares 136,990 $4.33M 0.03% +5,039 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 8,500 shares; 2025Q1: 9,760 shares; 2025Q2: 13,975 shares; 2025Q3: 38,852 shares 38,852 $4.31M 0.03% +24,877 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,048 shares; 2024Q4: 51,899 shares; 2025Q1: 50,165 shares; 2025Q2: 54,398 shares; 2025Q3: 57,815 shares 57,815 $4.3M 0.03% +3,417 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,500 shares; 2024Q4: 53,523 shares; 2025Q1: 54,924 shares; 2025Q2: 55,097 shares; 2025Q3: 48,836 shares 48,836 $4.29M 0.03% -6,261 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 222,198 shares; 2025Q1: 18,130 shares; 2025Q2: 137,887 shares; 2025Q3: 159,752 shares 159,752 $4.29M 0.03% +21,865 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,228 shares; 2024Q4: 205,564 shares; 2025Q1: 195,807 shares; 2025Q2: 244,717 shares; 2025Q3: 286,953 shares 286,953 $4.29M 0.03% +42,236 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 24,485 shares; 2025Q1: 38,916 shares; 2025Q2: 39,770 shares; 2025Q3: 45,499 shares 45,499 $4.27M 0.03% +5,729 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,445 shares; 2024Q4: 65,166 shares; 2025Q1: 82,752 shares; 2025Q2: 113,540 shares; 2025Q3: 118,596 shares 118,596 $4.26M 0.03% +5,056 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,805 shares; 2024Q4: 22,682 shares; 2025Q1: 24,056 shares; 2025Q2: 24,139 shares; 2025Q3: 24,534 shares 24,534 $4.24M 0.03% +395 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,148 shares; 2024Q4: 42,779 shares; 2025Q1: 60,082 shares; 2025Q2: 74,817 shares; 2025Q3: 72,203 shares 72,203 $4.24M 0.03% -2,614 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,438 shares; 2024Q4: 22,974 shares; 2025Q1: 22,651 shares; 2025Q2: 21,360 shares; 2025Q3: 23,647 shares 23,647 $4.18M 0.03% +2,287 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,698 shares; 2024Q4: 284,445 shares; 2025Q1: 183,102 shares; 2025Q2: 198,093 shares; 2025Q3: 211,342 shares 211,342 $4.17M 0.03% +13,249 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 8,195 shares; 2025Q1: 7,882 shares; 2025Q2: 7,127 shares; 2025Q3: 6,971 shares 6,971 $4.15M 0.03% -156 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,006 shares; 2024Q4: 53,608 shares; 2025Q1: 62,752 shares; 2025Q2: 45,533 shares; 2025Q3: 49,568 shares 49,568 $4.15M 0.03% +4,035 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,606 shares; 2024Q4: 58,193 shares; 2025Q1: 57,568 shares; 2025Q2: 68,839 shares; 2025Q3: 81,804 shares 81,804 $4.15M 0.03% +12,965 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,333 shares; 2025Q1: 19,816 shares; 2025Q2: 89,923 shares; 2025Q3: 119,265 shares 119,265 $4.14M 0.03% +29,342 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: 5,367 shares; 2025Q3: 23,330 shares 23,330 $4.13M 0.03% +17,963 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,345 shares; 2024Q4: 56,688 shares; 2025Q1: 74,194 shares; 2025Q2: 81,031 shares; 2025Q3: 85,462 shares 85,462 $4.1M 0.03% +4,431 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,781 shares; 2024Q4: 77,987 shares; 2025Q1: 68,286 shares; 2025Q2: 69,803 shares; 2025Q3: 67,713 shares 67,713 $4.08M 0.03% -2,090 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,673 shares; 2024Q4: 56,358 shares; 2025Q1: 48,703 shares; 2025Q2: 46,516 shares; 2025Q3: 50,039 shares 50,039 $4.06M 0.03% +3,523 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,215 shares; 2024Q4: 22,794 shares; 2025Q1: 25,527 shares; 2025Q2: 31,205 shares; 2025Q3: 32,804 shares 32,804 $4.06M 0.03% +1,599 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 11,527 shares; 2025Q1: 21,866 shares; 2025Q2: 34,216 shares; 2025Q3: 74,194 shares 74,194 $4.02M 0.03% +39,978 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 17,978 shares; 2025Q1: 23,157 shares; 2025Q2: 33,732 shares; 2025Q3: 43,986 shares 43,986 $4M 0.03% +10,254 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 4,785 shares; 2025Q1: 37,838 shares; 2025Q2: 45,141 shares; 2025Q3: 44,872 shares 44,872 $4M 0.03% -269 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,626 shares; 2024Q4: 57,120 shares; 2025Q1: 56,705 shares; 2025Q2: 60,287 shares; 2025Q3: 64,803 shares 64,803 $3.99M 0.03% +4,516 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,272 shares; 2024Q4: 34,083 shares; 2025Q1: 43,155 shares; 2025Q2: 48,374 shares; 2025Q3: 54,134 shares 54,134 $3.98M 0.03% +5,760 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,136 shares; 2024Q4: 145,940 shares; 2025Q1: 51,837 shares; 2025Q2: 45,622 shares; 2025Q3: 30,562 shares 30,562 $3.98M 0.03% -15,060 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,165 shares; 2024Q4: 41,696 shares; 2025Q1: 43,346 shares; 2025Q2: 49,796 shares; 2025Q3: 47,503 shares 47,503 $3.96M 0.03% -2,293 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,703 shares; 2024Q4: 28,075 shares; 2025Q1: 26,958 shares; 2025Q2: 27,832 shares; 2025Q3: 28,782 shares 28,782 $3.96M 0.03% +950 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,954 shares; 2024Q4: 23,103 shares; 2025Q1: 27,215 shares; 2025Q2: 31,959 shares; 2025Q3: 35,006 shares 35,006 $3.96M 0.03% +3,047 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,344 shares; 2024Q4: 13,283 shares; 2025Q1: 14,674 shares; 2025Q2: 27,314 shares; 2025Q3: 27,338 shares 27,338 $3.95M 0.03% +24 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 10,351 shares; 2025Q1: 9,702 shares; 2025Q2: 10,313 shares; 2025Q3: 10,393 shares 10,393 $3.94M 0.03% +80 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,419 shares; 2024Q4: 32,963 shares; 2025Q1: 32,580 shares; 2025Q2: 32,514 shares; 2025Q3: 31,261 shares 31,261 $3.91M 0.03% -1,253 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,482 shares; 2024Q4: 29,959 shares; 2025Q1: 31,077 shares; 2025Q2: 28,778 shares; 2025Q3: 30,703 shares 30,703 $3.87M 0.03% +1,925 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,986 shares; 2025Q3: 129,543 shares 129,543 $3.84M 0.03% +8,557 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,402 shares; 2024Q4: 38,697 shares; 2025Q1: 36,492 shares; 2025Q2: 41,547 shares; 2025Q3: 41,899 shares 41,899 $3.84M 0.03% +352 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,584 shares; 2024Q4: 48,210 shares; 2025Q1: 51,485 shares; 2025Q2: 77,963 shares; 2025Q3: 80,307 shares 80,307 $3.82M 0.03% +2,344 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,254 shares; 2024Q4: 31,503 shares; 2025Q1: 32,541 shares; 2025Q2: 36,661 shares; 2025Q3: 47,636 shares 47,636 $3.81M 0.03% +10,975 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,863 shares; 2024Q4: 78,702 shares; 2025Q1: 83,823 shares; 2025Q2: 111,944 shares; 2025Q3: 120,292 shares 120,292 $3.79M 0.03% +8,348 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,014 shares; 2024Q4: 58,972 shares; 2025Q1: 51,254 shares; 2025Q2: 36,193 shares; 2025Q3: 32,658 shares 32,658 $3.71M 0.03% -3,535 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,018 shares; 2024Q4: 28,507 shares; 2025Q1: 36,133 shares; 2025Q2: 36,610 shares; 2025Q3: 58,113 shares 58,113 $3.7M 0.03% +21,503 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,165 shares; 2024Q4: 92,431 shares; 2025Q1: 103,128 shares; 2025Q2: 124,769 shares; 2025Q3: 128,903 shares 128,903 $3.65M 0.03% +4,134 Timeline FORD MOTOR COMPANY FORD MOTOR COMPANY More: the full row for FORD MOTOR COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: not reported; 2025Q3: 36,000 shares 36,000 $3.65M 0.03% new PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,963 shares; 2024Q4: 19,738 shares; 2025Q1: 22,124 shares; 2025Q2: 29,090 shares; 2025Q3: 29,021 shares 29,021 $3.64M 0.03% -69 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,959 shares; 2024Q4: 23,547 shares; 2025Q1: 26,335 shares; 2025Q2: 28,062 shares; 2025Q3: 27,506 shares 27,506 $3.61M 0.03% -556 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,191 shares; 2025Q1: 2,220 shares; 2025Q2: 32,502 shares; 2025Q3: 33,401 shares 33,401 $3.6M 0.03% +899 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 7,549 shares; 2025Q1: 7,577 shares; 2025Q2: 14,650 shares; 2025Q3: 16,896 shares 16,896 $3.59M 0.03% +2,246 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,297 shares; 2024Q4: 327,437 shares; 2025Q1: 177,593 shares; 2025Q2: 127,073 shares; 2025Q3: 133,263 shares 133,263 $3.59M 0.03% +6,190 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,222 shares; 2024Q4: 62,503 shares; 2025Q1: 61,444 shares; 2025Q2: 68,887 shares; 2025Q3: 63,534 shares 63,534 $3.59M 0.03% -5,353 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,883 shares; 2024Q4: 38,298 shares; 2025Q1: 85,885 shares; 2025Q2: 119,189 shares; 2025Q3: 72,446 shares 72,446 $3.58M 0.03% -46,743 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,240 shares; 2024Q4: 374,751 shares; 2025Q1: 220,670 shares; 2025Q2: 184,162 shares; 2025Q3: 172,696 shares 172,696 $3.57M 0.03% -11,466 CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,889 shares; 2024Q4: 48,653 shares; 2025Q1: 90,817 shares; 2025Q2: 128,855 shares; 2025Q3: 134,179 shares 134,179 $3.57M 0.03% +5,324 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,142 shares; 2024Q4: 39,896 shares; 2025Q1: 38,312 shares; 2025Q2: 80,075 shares; 2025Q3: 91,793 shares 91,793 $3.57M 0.03% +11,718 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,102 shares; 2024Q4: 509,152 shares; 2025Q1: 196,061 shares; 2025Q2: 107,802 shares; 2025Q3: 86,430 shares 86,430 $3.55M 0.03% -21,372 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,938 shares; 2024Q4: 67,079 shares; 2025Q1: 75,352 shares; 2025Q2: 83,936 shares; 2025Q3: 78,706 shares 78,706 $3.53M 0.03% -5,230 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,235 shares; 2024Q4: 12,287 shares; 2025Q1: 12,449 shares; 2025Q2: 12,137 shares; 2025Q3: 12,492 shares 12,492 $3.53M 0.03% +355 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,436 shares; 2024Q4: 21,511 shares; 2025Q1: 22,342 shares; 2025Q2: 24,787 shares; 2025Q3: 26,726 shares 26,726 $3.52M 0.03% +1,939 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,648 shares; 2024Q4: 61,758 shares; 2025Q1: 62,233 shares; 2025Q2: 63,180 shares; 2025Q3: 63,703 shares 63,703 $3.52M 0.03% +523 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,311 shares; 2024Q4: 96,487 shares; 2025Q1: 122,396 shares; 2025Q2: 129,684 shares; 2025Q3: 148,041 shares 148,041 $3.51M 0.03% +18,357 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,249 shares; 2024Q4: 25,959 shares; 2025Q1: 27,919 shares; 2025Q2: 24,910 shares; 2025Q3: 23,888 shares 23,888 $3.48M 0.03% -1,022 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,367 shares; 2024Q4: 8,109 shares; 2025Q1: 8,763 shares; 2025Q2: 10,494 shares; 2025Q3: 11,644 shares 11,644 $3.47M 0.03% +1,150 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,500 shares; 2024Q4: 105,300 shares; 2025Q1: 122,550 shares; 2025Q2: 181,155 shares; 2025Q3: 213,655 shares 213,655 $3.45M 0.03% +32,500 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,027 shares; 2024Q4: 40,619 shares; 2025Q1: 45,013 shares; 2025Q2: 52,710 shares; 2025Q3: 54,340 shares 54,340 $3.45M 0.03% +1,630 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 70,921 shares; 2025Q1: 75,316 shares; 2025Q2: 80,799 shares; 2025Q3: 124,206 shares 124,206 $3.43M 0.03% +43,407 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 9,726 shares; 2025Q1: 15,923 shares; 2025Q2: 20,695 shares; 2025Q3: 21,979 shares 21,979 $3.43M 0.03% +1,284 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,857 shares; 2025Q1: 6,250 shares; 2025Q2: 13,384 shares; 2025Q3: 14,235 shares 14,235 $3.41M 0.03% +851 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,153 shares; 2024Q4: 13,774 shares; 2025Q1: 14,066 shares; 2025Q2: 13,903 shares; 2025Q3: 13,539 shares 13,539 $3.4M 0.03% -364 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 829 shares; 2025Q1: 1,116 shares; 2025Q2: 1,432 shares; 2025Q3: 1,453 shares 1,453 $3.4M 0.02% +21 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 13,597 shares; 2025Q1: 14,367 shares; 2025Q2: 15,063 shares; 2025Q3: 15,841 shares 15,841 $3.39M 0.02% +778 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,930 shares; 2024Q4: 73,182 shares; 2025Q1: 86,244 shares; 2025Q2: 80,555 shares; 2025Q3: 95,366 shares 95,366 $3.38M 0.02% +14,811 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,354 shares; 2024Q4: 62,036 shares; 2025Q1: 65,100 shares; 2025Q2: 66,017 shares; 2025Q3: 66,925 shares 66,925 $3.38M 0.02% +908 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,294 shares; 2024Q4: 17,432 shares; 2025Q1: 18,438 shares; 2025Q2: 21,721 shares; 2025Q3: 21,678 shares 21,678 $3.36M 0.02% -43 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 5,172 shares; 2025Q1: 6,047 shares; 2025Q2: 7,230 shares; 2025Q3: 7,434 shares 7,434 $3.32M 0.02% +204 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,857 shares; 2024Q4: 67,742 shares; 2025Q1: 65,498 shares; 2025Q2: 76,457 shares; 2025Q3: 83,803 shares 83,803 $3.32M 0.02% +7,346 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,067 shares; 2024Q4: 70,183 shares; 2025Q1: 74,051 shares; 2025Q2: 98,185 shares; 2025Q3: 115,420 shares 115,420 $3.3M 0.02% +17,235 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,131 shares; 2024Q4: 138,159 shares; 2025Q1: 143,125 shares; 2025Q2: 149,695 shares; 2025Q3: 174,916 shares 174,916 $3.29M 0.02% +25,221 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,785 shares; 2024Q4: 50,046 shares; 2025Q1: 48,219 shares; 2025Q2: 47,324 shares; 2025Q3: 49,149 shares 49,149 $3.29M 0.02% +1,825 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,129 shares; 2025Q1: 59,793 shares; 2025Q2: 85,495 shares; 2025Q3: 87,198 shares 87,198 $3.27M 0.02% +1,703 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,300 shares; 2024Q4: 78,714 shares; 2025Q1: 79,967 shares; 2025Q2: 53,917 shares; 2025Q3: 41,986 shares 41,986 $3.26M 0.02% -11,931 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,822 shares; 2025Q2: 46,874 shares; 2025Q3: 121,048 shares 121,048 $3.24M 0.02% +74,174 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,745 shares; 2024Q4: 61,457 shares; 2025Q1: 61,493 shares; 2025Q2: 61,025 shares; 2025Q3: 53,472 shares 53,472 $3.23M 0.02% -7,553 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 12,941 shares; 2025Q1: 13,558 shares; 2025Q2: 14,460 shares; 2025Q3: 15,863 shares 15,863 $3.19M 0.02% +1,403 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,546 shares; 2024Q4: 16,440 shares; 2025Q1: 17,555 shares; 2025Q2: 16,782 shares; 2025Q3: 16,918 shares 16,918 $3.18M 0.02% +136 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,652 shares; 2024Q4: 33,570 shares; 2025Q1: 38,377 shares; 2025Q2: 53,134 shares; 2025Q3: 67,922 shares 67,922 $3.17M 0.02% +14,788 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,801 shares; 2024Q4: 79,883 shares; 2025Q1: 109,197 shares; 2025Q2: 134,833 shares; 2025Q3: 159,460 shares 159,460 $3.16M 0.02% +24,627 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,474 shares; 2024Q4: 47,920 shares; 2025Q1: 52,098 shares; 2025Q2: 60,279 shares; 2025Q3: 73,147 shares 73,147 $3.16M 0.02% +12,868 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,548 shares; 2024Q4: 47,167 shares; 2025Q1: 43,881 shares; 2025Q2: 44,127 shares; 2025Q3: 30,376 shares 30,376 $3.15M 0.02% -13,751 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,013 shares; 2024Q4: 146,850 shares; 2025Q1: 178,749 shares; 2025Q2: 180,000 shares; 2025Q3: 152,981 shares 152,981 $3.15M 0.02% -27,019 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,549 shares; 2024Q4: 23,268 shares; 2025Q1: 35,720 shares; 2025Q2: 54,529 shares; 2025Q3: 63,015 shares 63,015 $3.14M 0.02% +8,486 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,330 shares; 2024Q4: 19,935 shares; 2025Q1: 19,479 shares; 2025Q2: 19,437 shares; 2025Q3: 19,207 shares 19,207 $3.09M 0.02% -230 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,295 shares; 2024Q4: 65,126 shares; 2025Q1: 51,116 shares; 2025Q2: 47,203 shares; 2025Q3: 47,326 shares 47,326 $3.08M 0.02% +123 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,900 shares; 2024Q4: 34,648 shares; 2025Q1: 48,301 shares; 2025Q2: 47,123 shares; 2025Q3: 47,565 shares 47,565 $3.08M 0.02% +442 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,965 shares; 2024Q4: 41,910 shares; 2025Q1: 42,162 shares; 2025Q2: 44,339 shares; 2025Q3: 44,737 shares 44,737 $3.06M 0.02% +398 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,088 shares; 2024Q4: 12,769 shares; 2025Q1: 13,630 shares; 2025Q2: 14,931 shares; 2025Q3: 13,026 shares 13,026 $3.06M 0.02% -1,905 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,539 shares; 2024Q4: 50,444 shares; 2025Q1: 51,578 shares; 2025Q2: 53,110 shares; 2025Q3: 60,288 shares 60,288 $3.06M 0.02% +7,178 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,359 shares; 2024Q4: 20,219 shares; 2025Q1: 27,193 shares; 2025Q2: 35,846 shares; 2025Q3: 37,885 shares 37,885 $3.04M 0.02% +2,039 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 15,010 shares; 2025Q1: 34,437 shares; 2025Q2: 58,791 shares; 2025Q3: 122,668 shares 122,668 $3.04M 0.02% +63,877 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,626 shares; 2025Q2: 65,820 shares; 2025Q3: 82,561 shares 82,561 $3M 0.02% +16,741 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,285 shares; 2024Q4: 23,416 shares; 2025Q1: 24,977 shares; 2025Q2: 36,259 shares; 2025Q3: 37,318 shares 37,318 $2.99M 0.02% +1,059 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,122 shares; 2024Q4: 30,636 shares; 2025Q1: 32,324 shares; 2025Q2: 34,725 shares; 2025Q3: 36,000 shares 36,000 $2.99M 0.02% +1,275 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,461 shares; 2024Q4: 231,275 shares; 2025Q1: 235,686 shares; 2025Q2: 141,217 shares; 2025Q3: 145,226 shares 145,226 $2.99M 0.02% +4,009 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,121 shares; 2024Q4: 82,121 shares; 2025Q1: 82,521 shares; 2025Q2: 65,795 shares; 2025Q3: 60,293 shares 60,293 $2.98M 0.02% -5,502 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,159 shares; 2024Q4: 19,112 shares; 2025Q1: 23,518 shares; 2025Q2: 10,790 shares; 2025Q3: 27,079 shares 27,079 $2.98M 0.02% +16,289 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,517 shares; 2024Q4: 83,118 shares; 2025Q1: 83,490 shares; 2025Q2: 90,008 shares; 2025Q3: 100,440 shares 100,440 $2.98M 0.02% +10,432 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 106,511 shares; 2025Q1: 102,681 shares; 2025Q2: 100,464 shares; 2025Q3: 95,857 shares 95,857 $2.97M 0.02% -4,607 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,419 shares; 2024Q4: 106,504 shares; 2025Q1: 61,345 shares; 2025Q2: 46,004 shares; 2025Q3: 46,564 shares 46,564 $2.96M 0.02% +560 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,836 shares; 2024Q4: 46,263 shares; 2025Q1: 51,825 shares; 2025Q2: 45,678 shares; 2025Q3: 51,816 shares 51,816 $2.96M 0.02% +6,138 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,454 shares; 2024Q4: 23,973 shares; 2025Q1: 24,536 shares; 2025Q2: 25,703 shares; 2025Q3: 26,676 shares 26,676 $2.95M 0.02% +973 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,708 shares; 2024Q4: 41,058 shares; 2025Q1: 42,168 shares; 2025Q2: 42,557 shares; 2025Q3: 43,571 shares 43,571 $2.93M 0.02% +1,014 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,199 shares; 2024Q4: 18,892 shares; 2025Q1: 15,909 shares; 2025Q2: 17,436 shares; 2025Q3: 22,785 shares 22,785 $2.92M 0.02% +5,349 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,179 shares; 2024Q4: 81,360 shares; 2025Q1: 74,363 shares; 2025Q2: 68,650 shares; 2025Q3: 54,912 shares 54,912 $2.91M 0.02% -13,738 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,332 shares; 2024Q4: 20,780 shares; 2025Q1: 20,715 shares; 2025Q2: 20,718 shares; 2025Q3: 20,736 shares 20,736 $2.88M 0.02% +18 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,244 shares; 2024Q4: 14,795 shares; 2025Q1: 15,900 shares; 2025Q2: 16,506 shares; 2025Q3: 17,212 shares 17,212 $2.86M 0.02% +706 Timeline