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; 2022Q3: restricted; 2022Q4: 148,188 shares; 2023Q1: 189,939 shares; 2023Q2: 210,238 shares; 2023Q3: 196,711 shares; 2023Q4: 198,627 shares; 2024Q1: 188,339 shares; 2024Q2: 184,280 shares 184,280 $18.6M 11.96% -4,059 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 68,078 shares; 2023Q1: 91,698 shares; 2023Q2: 97,917 shares; 2023Q3: 111,528 shares; 2023Q4: 130,119 shares; 2024Q1: 132,856 shares; 2024Q2: 132,840 shares 132,840 $9.65M 6.21% -16 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 18,567 shares; 2023Q1: 33,667 shares; 2023Q2: 39,650 shares; 2023Q3: 40,048 shares; 2023Q4: 44,774 shares; 2024Q1: 50,141 shares; 2024Q2: 54,623 shares 54,623 $9.33M 6% +4,482 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 84,605 shares; 2023Q1: 78,704 shares; 2023Q2: 78,638 shares; 2023Q3: 77,059 shares; 2023Q4: 75,810 shares; 2024Q1: 75,230 shares; 2024Q2: 73,578 shares 73,578 $6.81M 4.38% -1,652 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 27,231 shares; 2023Q2: 37,247 shares; 2023Q3: 48,417 shares; 2023Q4: 52,616 shares; 2024Q1: 54,433 shares; 2024Q2: 47,819 shares 47,819 $4.91M 3.16% -6,614 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 16,738 shares; 2023Q1: 15,516 shares; 2023Q2: 21,416 shares; 2023Q3: 21,025 shares; 2023Q4: 21,373 shares; 2024Q1: 21,146 shares; 2024Q2: 21,111 shares 21,111 $4.45M 2.86% -35 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 55,760 shares; 2023Q1: 59,396 shares; 2023Q2: 59,375 shares; 2023Q3: 58,851 shares; 2023Q4: 57,928 shares; 2024Q1: 57,774 shares; 2024Q2: 56,456 shares 56,456 $4.42M 2.85% -1,318 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 91,741 shares; 2023Q1: 78,564 shares; 2023Q2: 92,996 shares; 2023Q3: 90,884 shares; 2023Q4: 72,020 shares; 2024Q1: 76,020 shares; 2024Q2: 75,952 shares 75,952 $4.38M 2.82% -68 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 28,227 shares; 2023Q1: 19,900 shares; 2023Q2: 20,879 shares; 2023Q3: 28,851 shares; 2023Q4: 32,536 shares; 2024Q1: 32,956 shares; 2024Q2: 36,893 shares 36,893 $3.95M 2.54% +3,937 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,286 shares; 2024Q1: 57,729 shares; 2024Q2: 75,510 shares 75,510 $3.94M 2.54% +17,781 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 22,679 shares; 2023Q1: 21,221 shares; 2023Q2: 21,413 shares; 2023Q3: 20,866 shares; 2023Q4: 19,882 shares; 2024Q1: 19,506 shares; 2024Q2: 18,818 shares 18,818 $3.43M 2.2% -688 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,362 shares; 2023Q1: 10,256 shares; 2023Q2: 10,066 shares; 2023Q3: 9,603 shares; 2023Q4: 9,329 shares; 2024Q1: 9,295 shares; 2024Q2: 9,295 shares 9,295 $2.87M 1.85% 0 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; 2022Q3: restricted; 2022Q4: 170,829 shares; 2023Q1: 174,650 shares; 2023Q2: 96,059 shares; 2023Q3: 69,436 shares; 2023Q4: 75,349 shares; 2024Q1: 80,925 shares; 2024Q2: 54,947 shares 54,947 $2.77M 1.78% -25,978 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; 2022Q3: restricted; 2022Q4: 876 shares; 2023Q1: 5,825 shares; 2023Q2: 5,708 shares; 2023Q3: 5,632 shares; 2023Q4: 5,621 shares; 2024Q1: 5,574 shares; 2024Q2: 5,459 shares 5,459 $2.62M 1.68% -115 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; 2022Q3: restricted; 2022Q4: 17,722 shares; 2023Q1: 19,290 shares; 2023Q2: 15,647 shares; 2023Q3: 16,304 shares; 2023Q4: 22,914 shares; 2024Q1: 18,528 shares; 2024Q2: 28,306 shares 28,306 $2.58M 1.66% +9,778 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,900 shares; 2023Q1: 3,919 shares; 2023Q2: 5,090 shares; 2023Q3: 5,069 shares; 2023Q4: 5,164 shares; 2024Q1: 5,195 shares; 2024Q2: 5,289 shares 5,289 $2.36M 1.52% +94 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 86 shares; 2023Q1: 13 shares; 2023Q2: 264,984 shares; 2023Q3: 195,194 shares; 2023Q4: 179,957 shares; 2024Q1: 181,632 shares; 2024Q2: 43,741 shares 43,741 $1.99M 1.28% -137,891 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; 2022Q3: restricted; 2022Q4: 581 shares; 2023Q1: 1,335 shares; 2023Q2: 1,120 shares; 2023Q3: 5,724 shares; 2023Q4: 6,516 shares; 2024Q1: 10,558 shares; 2024Q2: 10,878 shares 10,878 $1.98M 1.28% +320 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,223 shares; 2023Q1: 24,463 shares; 2023Q2: 29,381 shares; 2023Q3: 23,191 shares; 2023Q4: 27,092 shares; 2024Q1: 23,251 shares; 2024Q2: 21,425 shares 21,425 $1.97M 1.27% -1,826 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,356 shares; 2023Q2: 10,573 shares; 2023Q3: 11,094 shares; 2023Q4: 10,748 shares; 2024Q1: 10,663 shares; 2024Q2: 13,099 shares 13,099 $1.93M 1.24% +2,436 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,144 shares; 2023Q1: 3,031 shares; 2023Q2: 3,014 shares; 2023Q3: 3,013 shares; 2023Q4: 3,040 shares; 2024Q1: 3,036 shares; 2024Q2: 3,378 shares 3,378 $1.85M 1.19% +342 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; 2022Q3: restricted; 2022Q4: 3,365 shares; 2023Q1: 3,330 shares; 2023Q2: 3,356 shares; 2023Q3: 3,349 shares; 2023Q4: 3,329 shares; 2024Q1: 3,317 shares; 2024Q2: 3,318 shares 3,318 $1.81M 1.16% +1 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; 2022Q3: restricted; 2022Q4: 2,431 shares; 2023Q1: 2,767 shares; 2023Q2: 7,934 shares; 2023Q3: 8,488 shares; 2023Q4: 6,842 shares; 2024Q1: 10,197 shares; 2024Q2: 13,552 shares 13,552 $1.65M 1.06% +3,355 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; 2022Q3: restricted; 2022Q4: 7,402 shares; 2023Q1: 4,515 shares; 2023Q2: 4,115 shares; 2023Q3: 4,334 shares; 2023Q4: 4,052 shares; 2024Q1: 7,078 shares; 2024Q2: 6,878 shares 6,878 $1.56M 1% -200 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 30,231 shares; 2023Q1: 27,037 shares; 2023Q2: 23,247 shares; 2023Q3: 14,743 shares; 2023Q4: 14,391 shares; 2024Q1: 13,927 shares; 2024Q2: 12,576 shares 12,576 $1.49M 0.96% -1,351 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,204 shares; 2023Q1: 29,516 shares; 2023Q2: 42,435 shares; 2023Q3: 46,295 shares; 2023Q4: 33,970 shares; 2024Q1: 23,823 shares; 2024Q2: 26,143 shares 26,143 $1.49M 0.96% +2,320 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; 2022Q3: restricted; 2022Q4: 6,685 shares; 2023Q1: 4,000 shares; 2023Q2: 3,840 shares; 2023Q3: 5,921 shares; 2023Q4: 5,756 shares; 2024Q1: 10,040 shares; 2024Q2: 10,058 shares 10,058 $1.47M 0.94% +18 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; 2022Q3: restricted; 2022Q4: 97,442 shares; 2023Q1: 115,954 shares; 2023Q2: 87,394 shares; 2023Q3: 48,428 shares; 2023Q4: 25,051 shares; 2024Q1: 24,489 shares; 2024Q2: 23,927 shares 23,927 $1.2M 0.77% -562 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; 2022Q3: restricted; 2022Q4: 28,873 shares; 2023Q1: 30,885 shares; 2023Q2: 30,343 shares; 2023Q3: 23,430 shares; 2023Q4: 23,363 shares; 2024Q1: 23,428 shares; 2024Q2: 21,056 shares 21,056 $1.19M 0.77% -2,372 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,144 shares; 2023Q1: 8,071 shares; 2023Q2: 6,081 shares; 2023Q3: 13,252 shares; 2023Q4: 26,314 shares; 2024Q1: 24,079 shares; 2024Q2: 22,794 shares 22,794 $1.14M 0.74% -1,285 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; 2022Q3: restricted; 2022Q4: 29 shares; 2023Q1: 382 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 11,022 shares; 2024Q1: 8,836 shares; 2024Q2: 8,823 shares 8,823 $1.12M 0.72% -13 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,500 shares; 2024Q1: 9,500 shares; 2024Q2: 7,500 shares 7,500 $1.11M 0.71% -2,000 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,915 shares; 2024Q1: 7,849 shares; 2024Q2: 7,875 shares 7,875 $1.1M 0.71% +26 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 365 shares; 2023Q1: 5,173 shares; 2023Q2: 9,397 shares; 2023Q3: 26,941 shares; 2023Q4: 19,876 shares; 2024Q1: 23,105 shares; 2024Q2: 21,202 shares 21,202 $1.09M 0.7% -1,903 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,811 shares; 2023Q1: 6,372 shares; 2023Q2: 4,486 shares; 2023Q3: 25,743 shares; 2023Q4: 36,266 shares; 2024Q1: 35,796 shares; 2024Q2: 22,028 shares 22,028 $1.06M 0.68% -13,768 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,547 shares 19,547 $1.02M 0.65% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,402 shares; 2023Q1: 10,347 shares; 2023Q2: 10,347 shares; 2023Q3: 10,347 shares; 2023Q4: 10,346 shares; 2024Q1: 10,346 shares; 2024Q2: 10,345 shares 10,345 $1M 0.64% -1 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,510 shares; 2023Q2: 3,104 shares; 2023Q3: 2,824 shares; 2023Q4: 3,026 shares; 2024Q1: 5,199 shares; 2024Q2: 5,100 shares 5,100 $986K 0.63% -99 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,726 shares; 2023Q1: 4,683 shares; 2023Q2: 4,742 shares; 2023Q3: 4,743 shares; 2023Q4: 5,165 shares; 2024Q1: 5,190 shares; 2024Q2: 5,190 shares 5,190 $952K 0.61% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,093 shares; 2024Q1: 15,784 shares; 2024Q2: 13,886 shares 13,886 $948K 0.61% -1,898 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6,612 shares; 2023Q2: 6,612 shares; 2023Q3: 6,612 shares; 2023Q4: 6,304 shares; 2024Q1: 6,304 shares; 2024Q2: 6,379 shares 6,379 $873K 0.56% +75 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,255 shares; 2023Q3: 4,255 shares; 2023Q4: 4,244 shares; 2024Q1: 4,244 shares; 2024Q2: 4,244 shares 4,244 $870K 0.56% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 16,856 shares; 2023Q1: 16,856 shares; 2023Q2: 16,856 shares; 2023Q3: 16,856 shares; 2023Q4: 16,856 shares; 2024Q1: 16,856 shares; 2024Q2: 16,856 shares 16,856 $855K 0.55% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,324 shares; 2023Q1: 5,525 shares; 2023Q2: 6,552 shares; 2023Q3: 15,854 shares; 2023Q4: 10,681 shares; 2024Q1: 11,823 shares; 2024Q2: 12,266 shares 12,266 $827K 0.53% +443 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25,282 shares; 2024Q1: 31,842 shares; 2024Q2: 30,965 shares 30,965 $811K 0.52% -877 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; 2022Q3: restricted; 2022Q4: 2,278 shares; 2023Q1: 2,279 shares; 2023Q2: 2,279 shares; 2023Q3: 2,279 shares; 2023Q4: 2,319 shares; 2024Q1: 2,334 shares; 2024Q2: 2,330 shares 2,330 $802K 0.52% -4 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,681 shares; 2023Q1: 4,652 shares; 2023Q2: 4,639 shares; 2023Q3: 4,626 shares; 2023Q4: 4,522 shares; 2024Q1: 4,389 shares; 2024Q2: 4,344 shares 4,344 $791K 0.51% -45 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 104,656 shares; 2023Q1: 100,276 shares; 2023Q2: 98,377 shares; 2023Q3: 93,836 shares; 2023Q4: 93,688 shares; 2024Q1: 90,852 shares; 2024Q2: 74,172 shares 74,172 $789K 0.51% -16,680 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 40,878 shares; 2023Q1: 28,700 shares; 2023Q2: 30,200 shares; 2023Q3: 27,760 shares; 2023Q4: 26,260 shares; 2024Q1: 23,500 shares; 2024Q2: 21,751 shares 21,751 $789K 0.51% -1,749 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,086 shares; 2023Q3: 11,269 shares; 2023Q4: 7,463 shares; 2024Q1: 5,655 shares; 2024Q2: 6,651 shares 6,651 $789K 0.51% +996 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; 2022Q3: restricted; 2022Q4: 8,168 shares; 2023Q1: 7,961 shares; 2023Q2: 6,998 shares; 2023Q3: 5,944 shares; 2023Q4: 7,415 shares; 2024Q1: 7,605 shares; 2024Q2: 19,107 shares 19,107 $785K 0.51% +11,502 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; 2022Q3: restricted; 2022Q4: 11,376 shares; 2023Q1: 13,360 shares; 2023Q2: 12,968 shares; 2023Q3: 12,586 shares; 2023Q4: 12,472 shares; 2024Q1: 12,370 shares; 2024Q2: 13,908 shares 13,908 $736K 0.47% +1,538 Timeline PCY 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40,680 shares; 2024Q1: 39,876 shares; 2024Q2: 36,508 shares 36,508 $730K 0.47% -3,368 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,267 shares; 2023Q2: 11,262 shares; 2023Q3: 9,667 shares; 2023Q4: 7,937 shares; 2024Q1: 7,732 shares; 2024Q2: 6,728 shares 6,728 $704K 0.45% -1,004 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,304 shares; 2023Q4: 10,309 shares; 2024Q1: 10,331 shares; 2024Q2: 12,898 shares 12,898 $685K 0.44% +2,567 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 41,406 shares; 2023Q1: 40,915 shares; 2023Q2: 40,915 shares; 2023Q3: 40,683 shares; 2023Q4: 40,220 shares; 2024Q1: 19,720 shares; 2024Q2: 19,720 shares 19,720 $640K 0.41% 0 Timeline FXH 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,600 shares; 2023Q3: 5,600 shares; 2023Q4: 5,600 shares; 2024Q1: 5,600 shares; 2024Q2: 5,600 shares 5,600 $585K 0.38% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,414 shares; 2024Q2: 24,821 shares 24,821 $585K 0.38% +1,407 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,572 shares; 2023Q1: 7,905 shares; 2023Q2: 7,568 shares; 2023Q3: 9,260 shares; 2023Q4: 5,786 shares; 2024Q1: 6,098 shares; 2024Q2: 5,994 shares 5,994 $582K 0.37% -104 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; 2022Q3: restricted; 2022Q4: 5,366 shares; 2023Q1: 5,305 shares; 2023Q2: 5,390 shares; 2023Q3: 5,021 shares; 2023Q4: 5,030 shares; 2024Q1: 5,023 shares; 2024Q2: 5,027 shares 5,027 $579K 0.37% +4 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,379 shares; 2023Q1: 6,253 shares; 2023Q2: 5,933 shares; 2023Q3: not reported; 2023Q4: 15,294 shares; 2024Q1: 14,513 shares; 2024Q2: 14,515 shares 14,515 $567K 0.36% +2 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,719 shares; 2023Q2: 5,502 shares; 2023Q3: 3,448 shares; 2023Q4: 26,982 shares; 2024Q1: 26,469 shares; 2024Q2: 22,164 shares 22,164 $564K 0.36% -4,305 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,757 shares; 2023Q1: 12,008 shares; 2023Q2: 18,443 shares; 2023Q3: 7,462 shares; 2023Q4: 12,927 shares; 2024Q1: 12,912 shares; 2024Q2: 11,971 shares 11,971 $548K 0.35% -941 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 45 shares; 2023Q2: 104 shares; 2023Q3: 78 shares; 2023Q4: 132 shares; 2024Q1: 151 shares; 2024Q2: 5,082 shares 5,082 $522K 0.34% +4,931 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 442 shares; 2024Q1: 432 shares; 2024Q2: 4,210 shares 4,210 $520K 0.33% +3,778 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 16,062 shares; 2023Q1: 14,056 shares; 2023Q2: 13,690 shares; 2023Q3: 12,624 shares; 2023Q4: 7,326 shares; 2024Q1: 7,326 shares; 2024Q2: 6,879 shares 6,879 $500K 0.32% -447 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 63,921 shares; 2023Q1: 67,704 shares; 2023Q2: 64,176 shares; 2023Q3: 46,649 shares; 2023Q4: 21,046 shares; 2024Q1: 15,755 shares; 2024Q2: 6,687 shares 6,687 $495K 0.32% -9,068 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,853 shares; 2023Q1: 3,814 shares; 2023Q2: 3,879 shares; 2023Q3: 3,672 shares; 2023Q4: 3,468 shares; 2024Q1: 3,254 shares; 2024Q2: 3,345 shares 3,345 $489K 0.31% +91 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 18,483 shares; 2023Q1: 27,055 shares; 2023Q2: 18,598 shares; 2023Q3: 12,159 shares; 2023Q4: 8,516 shares; 2024Q1: 7,677 shares; 2024Q2: 8,695 shares 8,695 $465K 0.3% +1,018 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares 2,150 $462K 0.3% 0 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30,135 shares; 2023Q3: 32,757 shares; 2023Q4: 43,862 shares; 2024Q1: 36,932 shares; 2024Q2: 13,862 shares 13,862 $455K 0.29% -23,070 Timeline FXD 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,466 shares; 2023Q3: 7,466 shares; 2023Q4: 7,466 shares; 2024Q1: 7,466 shares; 2024Q2: 7,466 shares 7,466 $447K 0.29% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,121 shares; 2023Q3: 24,684 shares; 2023Q4: 15,425 shares; 2024Q1: 14,693 shares; 2024Q2: 10,252 shares 10,252 $442K 0.28% -4,441 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; 2022Q3: restricted; 2022Q4: 893 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 833 shares; 2023Q4: 833 shares; 2024Q1: 833 shares; 2024Q2: 876 shares 876 $438K 0.28% +43 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 12,662 shares; 2023Q2: 6,999 shares; 2023Q3: 4,717 shares; 2023Q4: 2,329 shares; 2024Q1: 2,275 shares; 2024Q2: 2,227 shares 2,227 $434K 0.28% -48 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,905 shares; 2023Q1: 4,868 shares; 2023Q2: 2,685 shares; 2023Q3: 882 shares; 2023Q4: 115 shares; 2024Q1: 2,112 shares; 2024Q2: 4,131 shares 4,131 $387K 0.25% +2,019 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; 2022Q3: restricted; 2022Q4: 1,585 shares; 2023Q1: not reported; 2023Q2: 1,510 shares; 2023Q3: 1,510 shares; 2023Q4: 1,710 shares; 2024Q1: 1,749 shares; 2024Q2: 1,896 shares 1,896 $383K 0.25% +147 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,994 shares; 2023Q1: 1,879 shares; 2023Q2: 1,879 shares; 2023Q3: 1,793 shares; 2023Q4: 1,793 shares; 2024Q1: 5,432 shares; 2024Q2: 5,435 shares 5,435 $368K 0.24% +3 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,678 shares; 2023Q1: 1,678 shares; 2023Q2: 1,678 shares; 2023Q3: 1,657 shares; 2023Q4: 1,502 shares; 2024Q1: 1,502 shares; 2024Q2: 1,517 shares 1,517 $355K 0.23% +15 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 32,188 shares; 2023Q1: 31,223 shares; 2023Q2: 24,556 shares; 2023Q3: 22,365 shares; 2023Q4: 22,961 shares; 2024Q1: 21,304 shares; 2024Q2: 18,600 shares 18,600 $355K 0.23% -2,704 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; 2022Q3: restricted; 2022Q4: 758 shares; 2023Q1: 750 shares; 2023Q2: 749 shares; 2023Q3: 749 shares; 2023Q4: 840 shares; 2024Q1: 874 shares; 2024Q2: 871 shares 871 $354K 0.23% -3 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,644 shares; 2023Q1: 9,577 shares; 2023Q2: 17,399 shares; 2023Q3: 3,695 shares; 2023Q4: 5,341 shares; 2024Q1: 4,926 shares; 2024Q2: 4,447 shares 4,447 $343K 0.22% -479 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,149 shares; 2023Q2: 2,149 shares; 2023Q3: 1,589 shares; 2023Q4: 11,224 shares; 2024Q1: 7,693 shares; 2024Q2: 7,696 shares 7,696 $340K 0.22% +3 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,128 shares; 2023Q1: 1,125 shares; 2023Q2: 1,126 shares; 2023Q3: 1,167 shares; 2023Q4: 1,148 shares; 2024Q1: 5,732 shares; 2024Q2: 5,731 shares 5,731 $335K 0.22% -1 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; 2022Q3: restricted; 2022Q4: 1,907 shares; 2023Q1: 1,811 shares; 2023Q2: 1,736 shares; 2023Q3: 1,736 shares; 2023Q4: 1,732 shares; 2024Q1: 1,735 shares; 2024Q2: 1,831 shares 1,831 $334K 0.22% +96 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,280 shares; 2023Q1: 4,280 shares; 2023Q2: 4,280 shares; 2023Q3: 4,280 shares; 2023Q4: 4,280 shares; 2024Q1: 4,280 shares; 2024Q2: 4,280 shares 4,280 $327K 0.21% 0 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; 2022Q3: restricted; 2022Q4: 6,910 shares; 2023Q1: 8,526 shares; 2023Q2: 7,055 shares; 2023Q3: 7,000 shares; 2023Q4: 13,774 shares; 2024Q1: 9,435 shares; 2024Q2: 10,102 shares 10,102 $300K 0.19% +667 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,959 shares; 2023Q1: 2,246 shares; 2023Q2: 2,004 shares; 2023Q3: 1,974 shares; 2023Q4: 5,987 shares; 2024Q1: 5,141 shares; 2024Q2: 3,162 shares 3,162 $290K 0.19% -1,979 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,500 shares; 2024Q2: 7,500 shares 7,500 $273K 0.18% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,652 shares; 2023Q1: 3,652 shares; 2023Q2: 3,652 shares; 2023Q3: 3,652 shares; 2023Q4: 3,402 shares; 2024Q1: 3,402 shares; 2024Q2: 3,402 shares 3,402 $264K 0.17% 0 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,134 shares; 2023Q1: 1,166 shares; 2023Q2: 1,164 shares; 2023Q3: 1,090 shares; 2023Q4: 1,274 shares; 2024Q1: 1,275 shares; 2024Q2: 1,599 shares 1,599 $257K 0.17% +324 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,684 shares; 2023Q3: 7,798 shares; 2023Q4: 7,919 shares; 2024Q1: 8,044 shares; 2024Q2: 7,085 shares 7,085 $255K 0.16% -959 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,625 shares; 2023Q3: 1,625 shares; 2023Q4: 1,625 shares; 2024Q1: 1,625 shares; 2024Q2: 1,625 shares 1,625 $250K 0.16% 0 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; 2022Q3: restricted; 2022Q4: 1,402 shares; 2023Q1: 1,402 shares; 2023Q2: 1,402 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 969 shares; 2024Q2: 1,057 shares 1,057 $245K 0.16% +88 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,872 shares; 2023Q2: 8,410 shares; 2023Q3: 8,310 shares; 2023Q4: 5,459 shares; 2024Q1: 5,210 shares; 2024Q2: 4,946 shares 4,946 $241K 0.16% -264 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 488 shares; 2023Q1: 492 shares; 2023Q2: 244 shares; 2023Q3: 242 shares; 2023Q4: 218 shares; 2024Q1: 152 shares; 2024Q2: 145 shares 145 $233K 0.15% -7 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12,785 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,624 shares 4,624 $232K 0.15% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,517 shares; 2023Q1: 5,282 shares; 2023Q2: 3,610 shares; 2023Q3: 3,386 shares; 2023Q4: 1,916 shares; 2024Q1: 1,809 shares; 2024Q2: 1,646 shares 1,646 $230K 0.15% -163 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,355 shares 4,355 $215K 0.14% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,021 shares 3,021 $212K 0.14% new Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 27,340 shares; 2023Q1: 27,340 shares; 2023Q2: 27,340 shares; 2023Q3: 27,340 shares; 2023Q4: 27,340 shares; 2024Q1: 27,340 shares; 2024Q2: 27,340 shares 27,340 $208K 0.13% 0 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; 2022Q3: restricted; 2022Q4: 2,147 shares; 2023Q1: 2,286 shares; 2023Q2: 1,809 shares; 2023Q3: 1,869 shares; 2023Q4: 1,903 shares; 2024Q1: 2,020 shares; 2024Q2: 2,049 shares 2,049 $201K 0.13% +29 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,519 shares; 2023Q1: 40,784 shares; 2023Q2: 17,939 shares; 2023Q3: 14,906 shares; 2023Q4: 5,947 shares; 2024Q1: 5,947 shares; 2024Q2: 5,080 shares 5,080 $181K 0.12% -867 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 8,171 shares; 2023Q2: 6,106 shares; 2023Q3: 11,789 shares; 2023Q4: 5,789 shares; 2024Q1: 4,457 shares; 2024Q2: 3,403 shares 3,403 $176K 0.11% -1,054 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,629 shares; 2023Q1: 1,208 shares; 2023Q2: 1,222 shares; 2023Q3: 671 shares; 2023Q4: 642 shares; 2024Q1: 2,895 shares; 2024Q2: 2,855 shares 2,855 $175K 0.11% -40 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,161 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $173K 0.11% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: 242 shares; 2023Q2: 287 shares; 2023Q3: 290 shares; 2023Q4: 748 shares; 2024Q1: 848 shares; 2024Q2: 935 shares 935 $170K 0.11% +87 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,804 shares; 2023Q1: 12,533 shares; 2023Q2: 7,494 shares; 2023Q3: 5,054 shares; 2023Q4: 4,008 shares; 2024Q1: 3,847 shares; 2024Q2: 3,478 shares 3,478 $167K 0.11% -369 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 565 shares; 2024Q1: 645 shares; 2024Q2: 3,990 shares 3,990 $166K 0.11% +3,345 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 702 shares 702 $151K 0.1% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,285 shares; 2023Q1: 1,387 shares; 2023Q2: 1,263 shares; 2023Q3: 1,278 shares; 2023Q4: 1,274 shares; 2024Q1: 1,339 shares; 2024Q2: 1,378 shares 1,378 $147K 0.09% +39 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,443 shares; 2023Q4: 6,926 shares; 2024Q1: 953 shares; 2024Q2: 891 shares 891 $146K 0.09% -62 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,981 shares; 2023Q1: 1,916 shares; 2023Q2: 1,284 shares; 2023Q3: 776 shares; 2023Q4: 3,163 shares; 2024Q1: 2,316 shares; 2024Q2: 2,937 shares 2,937 $143K 0.09% +621 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,732 shares 2,732 $140K 0.09% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 19,107 shares; 2023Q2: 24,031 shares; 2023Q3: 11,381 shares; 2023Q4: 6,164 shares; 2024Q1: 5,897 shares; 2024Q2: 5,800 shares 5,800 $138K 0.09% -97 Timeline RSPH 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,975 shares; 2024Q1: 3,961 shares; 2024Q2: 4,554 shares 4,554 $137K 0.09% +593 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 812 shares; 2023Q1: 777 shares; 2023Q2: 892 shares; 2023Q3: 778 shares; 2023Q4: 778 shares; 2024Q1: 775 shares; 2024Q2: 1,619 shares 1,619 $136K 0.09% +844 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,286 shares; 2023Q1: 5,277 shares; 2023Q2: 9,603 shares; 2023Q3: 16,607 shares; 2023Q4: 7,599 shares; 2024Q1: 2,020 shares; 2024Q2: 1,455 shares 1,455 $129K 0.08% -565 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; 2022Q3: restricted; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 179 shares; 2023Q3: 25 shares; 2023Q4: 1 shares; 2024Q1: 7 shares; 2024Q2: 492 shares 492 $107K 0.07% +485 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,539 shares 3,539 $103K 0.07% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 102 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 415 shares 415 $100K 0.06% new 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; 2022Q3: restricted; 2022Q4: 9,840 shares; 2023Q1: 5,798 shares; 2023Q2: 5,464 shares; 2023Q3: 2,350 shares; 2023Q4: 597 shares; 2024Q1: 605 shares; 2024Q2: 1,027 shares 1,027 $96.8K 0.06% +422 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 375 shares 375 $93.6K 0.06% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,121 shares 2,121 $91.9K 0.06% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 337 shares; 2023Q3: 6,446 shares; 2023Q4: 1,677 shares; 2024Q1: 1,004 shares; 2024Q2: 705 shares 705 $81.4K 0.05% -299 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,492 shares; 2023Q1: 911 shares; 2023Q2: 908 shares; 2023Q3: 663 shares; 2023Q4: 523 shares; 2024Q1: 523 shares; 2024Q2: 523 shares 523 $78.7K 0.05% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,285 shares; 2023Q1: 2,203 shares; 2023Q2: 1,087 shares; 2023Q3: 832 shares; 2023Q4: 832 shares; 2024Q1: 832 shares; 2024Q2: 832 shares 832 $78.7K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 496 shares; 2024Q2: 546 shares 546 $72.1K 0.05% +50 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 322 shares; 2023Q1: 297 shares; 2023Q2: 252 shares; 2023Q3: 252 shares; 2023Q4: 252 shares; 2024Q1: 252 shares; 2024Q2: 252 shares 252 $66.2K 0.04% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 871 shares 871 $65.2K 0.04% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,409 shares; 2023Q1: 3,498 shares; 2023Q2: 3,644 shares; 2023Q3: 1,582 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 607 shares 607 $64.7K 0.04% +576 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 152 shares; 2023Q1: 178 shares; 2023Q2: 178 shares; 2023Q3: 430 shares; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 533 shares 533 $63.7K 0.04% +337 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,292 shares; 2023Q1: 1,131 shares; 2023Q2: 10,135 shares; 2023Q3: 9,458 shares; 2023Q4: 6,365 shares; 2024Q1: 9,501 shares; 2024Q2: 2,000 shares 2,000 $63.1K 0.04% -7,501 Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,500 shares; 2024Q2: 18,010 shares 18,010 $58K 0.04% +1,510 FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 47,420 shares; 2023Q2: 20,003 shares; 2023Q3: 17,932 shares; 2023Q4: 10,643 shares; 2024Q1: 9,226 shares; 2024Q2: 1,793 shares 1,793 $55.3K 0.04% -7,433 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,178 shares 1,178 $54.7K 0.04% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,686 shares; 2023Q1: 1,881 shares; 2023Q2: 1,524 shares; 2023Q3: 1,486 shares; 2023Q4: 1,347 shares; 2024Q1: 886 shares; 2024Q2: 907 shares 907 $53.6K 0.03% +21 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,006 shares; 2023Q1: 5,333 shares; 2023Q2: 5,073 shares; 2023Q3: 3,604 shares; 2023Q4: 2,918 shares; 2024Q1: 2,199 shares; 2024Q2: 2,009 shares 2,009 $53.4K 0.03% -190 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,219 shares; 2024Q1: 1,519 shares; 2024Q2: 1,519 shares 1,519 $51.5K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 370 shares; 2024Q1: 371 shares; 2024Q2: 619 shares 619 $49.6K 0.03% +248 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 782 shares; 2023Q2: 788 shares; 2023Q3: 794 shares; 2023Q4: 802 shares; 2024Q1: 1,006 shares; 2024Q2: 1,012 shares 1,012 $47.5K 0.03% +6 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 926 shares 926 $47.5K 0.03% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 604 shares 604 $47K 0.03% +573 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 252 shares 252 $46K 0.03% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 443 shares 443 $46K 0.03% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,857 shares; 2023Q1: 52,691 shares; 2023Q2: 12,487 shares; 2023Q3: 2,055 shares; 2023Q4: 622 shares; 2024Q1: 612 shares; 2024Q2: 1,903 shares 1,903 $43K 0.03% +1,291 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 924 shares; 2023Q1: 867 shares; 2023Q2: 687 shares; 2023Q3: 742 shares; 2023Q4: 726 shares; 2024Q1: 698 shares; 2024Q2: 711 shares 711 $42.1K 0.03% +13 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,037 shares; 2023Q1: 2,037 shares; 2023Q2: 2,037 shares; 2023Q3: 2,089 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 802 shares 802 $40.6K 0.03% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 754 shares; 2024Q2: 762 shares 762 $40.3K 0.03% +8 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 558 shares 558 $40.2K 0.03% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 595 shares; 2023Q1: 711 shares; 2023Q2: 645 shares; 2023Q3: 45 shares; 2023Q4: 861 shares; 2024Q1: 861 shares; 2024Q2: 884 shares 884 $40K 0.03% +23 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 380 shares; 2023Q1: 378 shares; 2023Q2: 378 shares; 2023Q3: 338 shares; 2023Q4: 308 shares; 2024Q1: 308 shares; 2024Q2: 308 shares 308 $36.8K 0.02% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 777 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 350 shares 350 $36.6K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 388 shares 388 $36.6K 0.02% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 700 shares 700 $36.4K 0.02% new Timeline BMVP 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares 750 $33K 0.02% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 885 shares 885 $31K 0.02% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,613 shares; 2023Q1: 7,468 shares; 2023Q2: 1,478 shares; 2023Q3: 1,455 shares; 2023Q4: 361 shares; 2024Q1: 337 shares; 2024Q2: 337 shares 337 $29.8K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,991 shares; 2023Q1: 2,566 shares; 2023Q2: 2,670 shares; 2023Q3: 2,086 shares; 2023Q4: 2,092 shares; 2024Q1: 791 shares; 2024Q2: 611 shares 611 $29K 0.02% -180 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15 shares; 2024Q1: 133 shares; 2024Q2: 133 shares 133 $27K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,459 shares; 2023Q2: 1,102 shares; 2023Q3: 1,045 shares; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 257 shares 257 $26.6K 0.02% -63 Timeline BBEU 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; 2022Q3: restricted; 2022Q4: 451 shares; 2023Q1: 451 shares; 2023Q2: 451 shares; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 451 shares; 2024Q2: 451 shares 451 $26.6K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 649 shares; 2023Q2: 712 shares; 2023Q3: 688 shares; 2023Q4: 151 shares; 2024Q1: 151 shares; 2024Q2: 151 shares 151 $26.3K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,105 shares; 2023Q1: 4,423 shares; 2023Q2: 1,978 shares; 2023Q3: 564 shares; 2023Q4: 488 shares; 2024Q1: 386 shares; 2024Q2: 386 shares 386 $26.1K 0.02% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 412 shares 412 $25.8K 0.02% +12 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 663 shares; 2023Q1: 663 shares; 2023Q2: 663 shares; 2023Q3: 859 shares; 2023Q4: 859 shares; 2024Q1: 859 shares; 2024Q2: 859 shares 859 $23.6K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,937 shares; 2023Q1: 5,794 shares; 2023Q2: 4,391 shares; 2023Q3: 3,461 shares; 2023Q4: 3,037 shares; 2024Q1: 1,181 shares; 2024Q2: 525 shares 525 $22.4K 0.01% -656 Timeline JEMA 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; 2022Q3: restricted; 2022Q4: 768 shares; 2023Q1: 912 shares; 2023Q2: 679 shares; 2023Q3: 555 shares; 2023Q4: 717 shares; 2024Q1: 770 shares; 2024Q2: 556 shares 556 $21.2K 0.01% -214 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 180 shares 180 $20.2K 0.01% 0 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; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 513 shares 513 $19.7K 0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,716 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 57 shares; 2024Q2: 116 shares 116 $18.6K 0.01% +59 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,166 shares; 2023Q3: 3,594 shares; 2023Q4: 458 shares; 2024Q1: 456 shares; 2024Q2: 370 shares 370 $16.3K 0.01% -86 Timeline RPG 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 435 shares; 2023Q4: 435 shares; 2024Q1: 435 shares; 2024Q2: 435 shares 435 $16.2K 0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,347 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 170 shares 170 $15.6K 0.01% new Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 489 shares 489 $15.6K 0.01% new 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; 2022Q3: restricted; 2022Q4: 5,194 shares; 2023Q1: 559 shares; 2023Q2: 509 shares; 2023Q3: 561 shares; 2023Q4: 2,909 shares; 2024Q1: 2,799 shares; 2024Q2: 535 shares 535 $15K 0.01% -2,264 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 350 shares 350 $14.8K 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 177 shares 177 $13.3K 0.01% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $13K 0.01% 0 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 159 shares; 2023Q4: 177 shares; 2024Q1: 185 shares; 2024Q2: 232 shares 232 $10.6K 0.01% +47 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 183 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 184 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $10.2K 0.01% 0 Timeline JPEM 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; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 138 shares; 2023Q4: 136 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $9.46K 0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 187 shares; 2023Q3: 187 shares; 2023Q4: 179 shares; 2024Q1: 116 shares; 2024Q2: 113 shares 113 $7.74K <0.01% -3 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 15,550 shares; 2023Q2: 16,734 shares; 2023Q3: 3,937 shares; 2023Q4: 429 shares; 2024Q1: 340 shares; 2024Q2: 210 shares 210 $7.48K <0.01% -130 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,098 shares; 2023Q1: 2,253 shares; 2023Q2: 2,253 shares; 2023Q3: 124 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares 88 $7.39K <0.01% 0 Timeline BBMC 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; 2022Q3: restricted; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 68 shares 68 $5.99K <0.01% +3 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; 2022Q3: restricted; 2022Q4: 2,807 shares; 2023Q1: 2,738 shares; 2023Q2: 1,001 shares; 2023Q3: not reported; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 217 shares 217 $5.91K <0.01% -12 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares 60 $5.29K <0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 797 shares; 2023Q1: 905 shares; 2023Q2: 477 shares; 2023Q3: 362 shares; 2023Q4: 162 shares; 2024Q1: 107 shares; 2024Q2: 107 shares 107 $4.96K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21 shares; 2024Q1: 63 shares; 2024Q2: 75 shares 75 $4.89K <0.01% +12 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,708 shares; 2023Q1: 1,842 shares; 2023Q2: 1,842 shares; 2023Q3: 55 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 109 shares 109 $4.59K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 266 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares 25 $3.43K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares 44 $3.05K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $2.75K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 18 shares 18 $2.71K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 26 shares 26 $2.29K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 567 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $2.24K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,902 shares; 2023Q1: 2,430 shares; 2023Q2: 1,527 shares; 2023Q3: 1,421 shares; 2023Q4: 89 shares; 2024Q1: 50 shares; 2024Q2: 17 shares 17 $1.88K <0.01% -33 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; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 12 shares 12 $919 <0.01% -1 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; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 354 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $831 <0.01% 0 Timeline BBSC 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $793 <0.01% 0 Timeline BBCA 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; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares 11 $715 <0.01% 0 Timeline SPGM 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8 shares 8 $486 <0.01% new Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares 8 $442 <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,470 shares; 2023Q1: 3,450 shares; 2023Q2: 3,450 shares; 2023Q3: 3,450 shares; 2023Q4: 3,470 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $266 <0.01% 0 Timeline JPSE 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $262 <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,762 shares; 2023Q1: 1,131 shares; 2023Q2: 535 shares; 2023Q3: 276 shares; 2023Q4: 63 shares; 2024Q1: 37 shares; 2024Q2: 3 shares 3 $247 <0.01% -34 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares 4 $217 <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1 shares 1 $33 <0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,053 shares; 2023Q1: 157 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares 0 $7 <0.01% 0 Amount filed as zero, left out of ratios. Timeline