AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 376,053 shares; 2019Q1: 383,144 shares; 2019Q2: 376,785 shares; 2019Q3: 374,763 shares; 2019Q4: 364,857 shares; 2020Q1: 354,582 shares; 2020Q2: 357,314 shares 357,314 $130M 4.82% +2,732 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; 2018Q3: restricted; 2018Q4: 815,574 shares; 2019Q1: 845,649 shares; 2019Q2: 604,839 shares; 2019Q3: 576,876 shares; 2019Q4: 569,950 shares; 2020Q1: 537,913 shares; 2020Q2: 554,244 shares 554,244 $86.8M 3.21% +16,331 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 255,197 shares; 2019Q1: 259,977 shares; 2019Q2: 280,261 shares; 2019Q3: 280,860 shares; 2019Q4: 286,099 shares; 2020Q1: 267,518 shares; 2020Q2: 294,847 shares 294,847 $52.4M 1.94% +27,329 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 307,872 shares; 2019Q1: 303,715 shares; 2019Q2: 302,831 shares; 2019Q3: 299,826 shares; 2019Q4: 257,855 shares; 2020Q1: 258,762 shares; 2020Q2: 226,103 shares 226,103 $46M 1.7% -32,659 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 159,242 shares; 2019Q1: 156,286 shares; 2019Q2: 158,782 shares; 2019Q3: 154,715 shares; 2019Q4: 136,784 shares; 2020Q1: 149,298 shares; 2020Q2: 139,091 shares 139,091 $43.1M 1.59% -10,207 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; 2018Q3: restricted; 2018Q4: 13,155 shares; 2019Q1: 13,643 shares; 2019Q2: 13,618 shares; 2019Q3: 13,070 shares; 2019Q4: 13,545 shares; 2020Q1: 14,615 shares; 2020Q2: 14,991 shares 14,991 $41.4M 1.53% +376 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; 2018Q3: restricted; 2018Q4: 565,200 shares; 2019Q1: 518,899 shares; 2019Q2: 390,389 shares; 2019Q3: 359,510 shares; 2019Q4: 385,739 shares; 2020Q1: 451,837 shares; 2020Q2: 462,377 shares 462,377 $40.8M 1.51% +10,540 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 19,933 shares; 2019Q1: 384,239 shares; 2019Q2: 523,676 shares; 2019Q3: 638,353 shares; 2019Q4: 795,215 shares; 2020Q1: 787,946 shares; 2020Q2: 977,570 shares 977,570 $36.8M 1.36% +189,624 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 305,793 shares; 2019Q1: 284,476 shares; 2019Q2: 257,912 shares; 2019Q3: 197,734 shares; 2019Q4: 210,424 shares; 2020Q1: 378,244 shares; 2020Q2: 394,714 shares 394,714 $34.2M 1.26% +16,470 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 358,994 shares; 2019Q1: 296,374 shares; 2019Q2: 298,667 shares; 2019Q3: 287,955 shares; 2019Q4: 257,397 shares; 2020Q1: 260,570 shares; 2020Q2: 279,119 shares 279,119 $33M 1.22% +18,549 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; 2018Q3: restricted; 2018Q4: 725,842 shares; 2019Q1: 753,666 shares; 2019Q2: 693,570 shares; 2019Q3: 668,838 shares; 2019Q4: 683,032 shares; 2020Q1: 699,955 shares; 2020Q2: 640,068 shares 640,068 $31.5M 1.16% -59,887 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; 2018Q3: restricted; 2018Q4: 322,855 shares; 2019Q1: 390,542 shares; 2019Q2: 429,408 shares; 2019Q3: 540,487 shares; 2019Q4: 841,097 shares; 2020Q1: 786,564 shares; 2020Q2: 863,612 shares 863,612 $26.2M 0.97% +77,048 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; 2018Q3: restricted; 2018Q4: 283,392 shares; 2019Q1: 477,358 shares; 2019Q2: 358,610 shares; 2019Q3: 332,044 shares; 2019Q4: 387,134 shares; 2020Q1: 405,608 shares; 2020Q2: 424,310 shares 424,310 $25.5M 0.94% +18,702 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 160,623 shares; 2019Q1: 207,637 shares; 2019Q2: 217,458 shares; 2019Q3: 292,315 shares; 2019Q4: 221,495 shares; 2020Q1: 385,298 shares; 2020Q2: 412,666 shares 412,666 $25M 0.92% +27,368 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 328,429 shares; 2019Q1: 517,906 shares; 2019Q2: 606,132 shares; 2019Q3: 633,398 shares; 2019Q4: 590,019 shares; 2020Q1: 391,655 shares; 2020Q2: 331,741 shares 331,741 $23M 0.85% -59,914 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 136,389 shares; 2019Q1: 136,738 shares; 2019Q2: 128,221 shares; 2019Q3: 114,465 shares; 2019Q4: 105,210 shares; 2020Q1: 95,851 shares; 2020Q2: 164,828 shares 164,828 $22.2M 0.82% +68,977 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; 2018Q3: restricted; 2018Q4: 126,945 shares; 2019Q1: 119,000 shares; 2019Q2: 98,745 shares; 2019Q3: 56,111 shares; 2019Q4: 73,286 shares; 2020Q1: 86,842 shares; 2020Q2: 65,431 shares 65,431 $20.2M 0.75% -21,411 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; 2018Q3: restricted; 2018Q4: 78,214 shares; 2019Q1: 82,303 shares; 2019Q2: 75,565 shares; 2019Q3: 78,491 shares; 2019Q4: 81,294 shares; 2020Q1: 86,292 shares; 2020Q2: 88,211 shares 88,211 $20M 0.74% +1,919 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 12,840 shares; 2019Q1: 12,978 shares; 2019Q2: 13,345 shares; 2019Q3: 13,190 shares; 2019Q4: 12,785 shares; 2020Q1: 13,016 shares; 2020Q2: 13,372 shares 13,372 $19M 0.7% +356 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 243,392 shares; 2019Q1: 262,225 shares; 2019Q2: 273,241 shares; 2019Q3: 292,852 shares; 2019Q4: 289,324 shares; 2020Q1: 333,151 shares; 2020Q2: 327,403 shares 327,403 $18.7M 0.69% -5,748 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 112,647 shares; 2019Q1: 114,987 shares; 2019Q2: 163,351 shares; 2019Q3: 138,330 shares; 2019Q4: 152,547 shares; 2020Q1: 82,130 shares; 2020Q2: 147,973 shares 147,973 $18M 0.67% +65,843 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; 2018Q3: restricted; 2018Q4: 410,575 shares; 2019Q1: 394,063 shares; 2019Q2: 349,180 shares; 2019Q3: 426,800 shares; 2019Q4: 379,087 shares; 2020Q1: 468,878 shares; 2020Q2: 542,250 shares 542,250 $16.7M 0.62% +73,372 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; 2018Q3: restricted; 2018Q4: 92,514 shares; 2019Q1: 112,708 shares; 2019Q2: 102,151 shares; 2019Q3: 74,222 shares; 2019Q4: 69,385 shares; 2020Q1: 61,670 shares; 2020Q2: 201,686 shares 201,686 $16.7M 0.62% +140,016 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 80,109 shares; 2019Q1: 75,072 shares; 2019Q2: 60,192 shares; 2019Q3: 63,137 shares; 2019Q4: 50,208 shares; 2020Q1: 57,498 shares; 2020Q2: 75,867 shares 75,867 $15.7M 0.58% +18,369 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 107,613 shares; 2019Q1: 110,183 shares; 2019Q2: 103,962 shares; 2019Q3: 104,920 shares; 2019Q4: 98,817 shares; 2020Q1: 103,547 shares; 2020Q2: 107,773 shares 107,773 $15.2M 0.56% +4,226 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; 2018Q3: restricted; 2018Q4: 787,310 shares; 2019Q1: 764,370 shares; 2019Q2: 491,322 shares; 2019Q3: 375,396 shares; 2019Q4: 325,515 shares; 2020Q1: 288,487 shares; 2020Q2: 291,865 shares 291,865 $15.1M 0.56% +3,378 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 293,921 shares; 2019Q1: 393,424 shares; 2019Q2: 489,587 shares; 2019Q3: 257,423 shares; 2019Q4: 299,162 shares; 2020Q1: 297,837 shares; 2020Q2: 314,140 shares 314,140 $15M 0.55% +16,303 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 136,480 shares; 2019Q1: 115,465 shares; 2019Q2: 122,475 shares; 2019Q3: 125,409 shares; 2019Q4: 125,939 shares; 2020Q1: 206,820 shares; 2020Q2: 179,498 shares 179,498 $14.9M 0.55% -27,322 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; 2018Q3: restricted; 2018Q4: 141,078 shares; 2019Q1: 114,585 shares; 2019Q2: 329,311 shares; 2019Q3: 329,839 shares; 2019Q4: 321,426 shares; 2020Q1: 301,978 shares; 2020Q2: 294,598 shares 294,598 $14.8M 0.55% -7,380 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; 2018Q3: restricted; 2018Q4: 59,819 shares; 2019Q1: 60,721 shares; 2019Q2: 58,731 shares; 2019Q3: 64,988 shares; 2019Q4: 70,411 shares; 2020Q1: 352,692 shares; 2020Q2: 285,886 shares 285,886 $14.8M 0.55% -66,806 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 53,288 shares; 2019Q1: 67,392 shares; 2019Q2: 80,028 shares; 2019Q3: 71,034 shares; 2019Q4: 78,705 shares; 2020Q1: 117,910 shares; 2020Q2: 126,074 shares 126,074 $14.5M 0.54% +8,164 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; 2018Q3: restricted; 2018Q4: 134,065 shares; 2019Q1: 138,825 shares; 2019Q2: 138,528 shares; 2019Q3: 139,079 shares; 2019Q4: 128,849 shares; 2020Q1: 137,552 shares; 2020Q2: 153,088 shares 153,088 $14.4M 0.53% +15,536 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; 2018Q3: restricted; 2018Q4: 472,802 shares; 2019Q1: 490,234 shares; 2019Q2: 516,310 shares; 2019Q3: 484,847 shares; 2019Q4: 477,132 shares; 2020Q1: 473,164 shares; 2020Q2: 471,049 shares 471,049 $14.2M 0.53% -2,115 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; 2018Q3: restricted; 2018Q4: 276,576 shares; 2019Q1: 278,023 shares; 2019Q2: 273,210 shares; 2019Q3: 246,637 shares; 2019Q4: 243,508 shares; 2020Q1: 253,066 shares; 2020Q2: 254,542 shares 254,542 $14M 0.52% +1,476 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; 2018Q3: restricted; 2018Q4: 76,260 shares; 2019Q1: 83,583 shares; 2019Q2: 91,159 shares; 2019Q3: 93,358 shares; 2019Q4: 93,102 shares; 2020Q1: 111,662 shares; 2020Q2: 113,719 shares 113,719 $12.7M 0.47% +2,057 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 234,752 shares; 2019Q1: 247,212 shares; 2019Q2: 239,189 shares; 2019Q3: 222,231 shares; 2019Q4: 162,159 shares; 2020Q1: 151,553 shares; 2020Q2: 184,448 shares 184,448 $12.6M 0.47% +32,895 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 117,275 shares; 2019Q1: 109,790 shares; 2019Q2: 90,300 shares; 2019Q3: 112,866 shares; 2019Q4: 113,627 shares; 2020Q1: 140,000 shares; 2020Q2: 135,505 shares 135,505 $12.4M 0.46% -4,495 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,733 shares; 2019Q1: 7,775 shares; 2019Q2: 8,573 shares; 2019Q3: 7,814 shares; 2019Q4: 7,939 shares; 2020Q1: 8,299 shares; 2020Q2: 8,468 shares 8,468 $12M 0.44% +169 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 210,454 shares; 2019Q1: 226,181 shares; 2019Q2: 215,538 shares; 2019Q3: 176,396 shares; 2019Q4: 183,012 shares; 2020Q1: 197,452 shares; 2020Q2: 206,534 shares 206,534 $11.9M 0.44% +9,082 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 189,280 shares; 2019Q1: 135,866 shares; 2019Q2: 77,192 shares; 2019Q3: 142,132 shares; 2019Q4: 138,557 shares; 2020Q1: 4,420 shares; 2020Q2: 196,102 shares 196,102 $11.9M 0.44% +191,682 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 39,057 shares; 2019Q1: 45,858 shares; 2019Q2: 55,447 shares; 2019Q3: 63,590 shares; 2019Q4: 67,115 shares; 2020Q1: 69,958 shares; 2020Q2: 78,112 shares 78,112 $11.8M 0.43% +8,154 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 88,386 shares; 2019Q1: 90,924 shares; 2019Q2: 91,912 shares; 2019Q3: 79,594 shares; 2019Q4: 78,782 shares; 2020Q1: 81,806 shares; 2020Q2: 97,692 shares 97,692 $11.7M 0.43% +15,886 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; 2018Q3: restricted; 2018Q4: 330,439 shares; 2019Q1: 344,825 shares; 2019Q2: 372,203 shares; 2019Q3: 396,356 shares; 2019Q4: 463,495 shares; 2020Q1: 485,225 shares; 2020Q2: 300,042 shares 300,042 $11.6M 0.43% -185,183 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,397 shares; 2019Q1: 34,576 shares; 2019Q2: 56,701 shares; 2019Q3: 72,024 shares; 2019Q4: 72,633 shares; 2020Q1: 249,075 shares; 2020Q2: 253,823 shares 253,823 $11.5M 0.43% +4,748 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 207,220 shares; 2019Q1: 206,840 shares; 2019Q2: 212,763 shares; 2019Q3: 214,990 shares; 2019Q4: 198,057 shares; 2020Q1: 190,746 shares; 2020Q2: 190,752 shares 190,752 $11.4M 0.42% +6 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 24,707 shares; 2019Q1: 25,114 shares; 2019Q2: 23,115 shares; 2019Q3: 26,628 shares; 2019Q4: 26,486 shares; 2020Q1: 25,883 shares; 2020Q2: 24,654 shares 24,654 $11.2M 0.41% -1,229 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 74,155 shares; 2019Q1: 81,819 shares; 2019Q2: 84,557 shares; 2019Q3: 84,568 shares; 2019Q4: 86,670 shares; 2020Q1: 85,324 shares; 2020Q2: 112,257 shares 112,257 $11M 0.41% +26,933 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; 2018Q3: restricted; 2018Q4: 90,445 shares; 2019Q1: 91,440 shares; 2019Q2: 88,165 shares; 2019Q3: 83,304 shares; 2019Q4: 84,520 shares; 2020Q1: 84,593 shares; 2020Q2: 90,184 shares 90,184 $10.8M 0.4% +5,591 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; 2018Q3: restricted; 2018Q4: 71,512 shares; 2019Q1: 81,990 shares; 2019Q2: 92,896 shares; 2019Q3: 101,748 shares; 2019Q4: 103,829 shares; 2020Q1: 112,778 shares; 2020Q2: 200,144 shares 200,144 $10.8M 0.4% +87,366 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,232 shares; 2019Q4: not reported; 2020Q1: 69,930 shares; 2020Q2: 150,420 shares 150,420 $10.5M 0.39% +80,490 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; 2018Q3: restricted; 2018Q4: 137,292 shares; 2019Q1: 160,566 shares; 2019Q2: 108,127 shares; 2019Q3: 86,107 shares; 2019Q4: 99,791 shares; 2020Q1: 100,835 shares; 2020Q2: 98,312 shares 98,312 $10.5M 0.39% -2,523 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; 2018Q3: restricted; 2018Q4: 36,730 shares; 2019Q1: 38,003 shares; 2019Q2: 39,244 shares; 2019Q3: 40,445 shares; 2019Q4: 42,592 shares; 2020Q1: 40,968 shares; 2020Q2: 40,530 shares 40,530 $10.2M 0.38% -438 Timeline DBX ETF TR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 641,991 shares; 2019Q1: 648,112 shares; 2019Q2: 872,725 shares; 2019Q3: 563,756 shares; 2019Q4: 538,569 shares; 2020Q1: 521,169 shares; 2020Q2: 477,652 shares 477,652 $10.1M 0.37% -43,517 GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 59,865 shares; 2019Q1: 165,918 shares; 2019Q2: 327,740 shares; 2019Q3: 342,623 shares; 2019Q4: 462,985 shares; 2020Q1: 495,151 shares; 2020Q2: 360,051 shares 360,051 $10.1M 0.37% -135,100 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 53,451 shares; 2019Q1: 55,859 shares; 2019Q2: 54,955 shares; 2019Q3: 53,249 shares; 2019Q4: 54,024 shares; 2020Q1: 47,701 shares; 2020Q2: 51,434 shares 51,434 $9.94M 0.37% +3,733 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 80,356 shares; 2019Q1: 80,507 shares; 2019Q2: 84,821 shares; 2019Q3: 84,546 shares; 2019Q4: 83,996 shares; 2020Q1: 106,129 shares; 2020Q2: 109,529 shares 109,529 $9.77M 0.36% +3,400 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 45,019 shares; 2019Q1: 74,932 shares; 2019Q2: 70,643 shares; 2019Q3: 56,056 shares; 2019Q4: 72,461 shares; 2020Q1: 40,367 shares; 2020Q2: 59,343 shares 59,343 $9.73M 0.36% +18,976 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 63,094 shares; 2019Q1: 58,844 shares; 2019Q2: 58,568 shares; 2019Q3: 59,867 shares; 2019Q4: 64,566 shares; 2020Q1: 73,082 shares; 2020Q2: 85,757 shares 85,757 $9.66M 0.36% +12,675 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 58,352 shares; 2019Q1: 52,955 shares; 2019Q2: 49,551 shares; 2019Q3: 50,135 shares; 2019Q4: 48,786 shares; 2020Q1: 45,048 shares; 2020Q2: 49,576 shares 49,576 $9.52M 0.35% +4,528 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 57,739 shares; 2019Q1: 58,848 shares; 2019Q2: 54,069 shares; 2019Q3: 48,464 shares; 2019Q4: 50,352 shares; 2020Q1: 45,968 shares; 2020Q2: 51,165 shares 51,165 $9.38M 0.35% +5,197 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; 2018Q3: restricted; 2018Q4: 46,636 shares; 2019Q1: 34,836 shares; 2019Q2: 44,082 shares; 2019Q3: 52,220 shares; 2019Q4: 63,802 shares; 2020Q1: 97,677 shares; 2020Q2: 168,761 shares 168,761 $9.25M 0.34% +71,084 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 18,557 shares; 2019Q1: 26,661 shares; 2019Q2: 29,323 shares; 2019Q3: 28,954 shares; 2019Q4: 25,815 shares; 2020Q1: 21,771 shares; 2020Q2: 23,671 shares 23,671 $8.99M 0.33% +1,900 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; 2018Q3: restricted; 2018Q4: 138,187 shares; 2019Q1: 135,948 shares; 2019Q2: 133,839 shares; 2019Q3: 131,309 shares; 2019Q4: 130,628 shares; 2020Q1: 192,520 shares; 2020Q2: 192,002 shares 192,002 $8.96M 0.33% -518 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; 2018Q3: restricted; 2018Q4: 144,079 shares; 2019Q1: 143,088 shares; 2019Q2: 135,803 shares; 2019Q3: 109,549 shares; 2019Q4: 107,093 shares; 2020Q1: 111,382 shares; 2020Q2: 115,349 shares 115,349 $8.92M 0.33% +3,967 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 91,066 shares; 2019Q1: 115,909 shares; 2019Q2: 115,360 shares; 2019Q3: 110,651 shares; 2019Q4: 107,732 shares; 2020Q1: 118,556 shares; 2020Q2: 120,902 shares 120,902 $8.9M 0.33% +2,346 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 72,315 shares; 2019Q1: 70,048 shares; 2019Q2: 60,600 shares; 2019Q3: 131,529 shares; 2019Q4: 128,391 shares; 2020Q1: 116,575 shares; 2020Q2: 108,623 shares 108,623 $8.87M 0.33% -7,952 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; 2018Q3: restricted; 2018Q4: 20,357 shares; 2019Q1: 99,727 shares; 2019Q2: 45,967 shares; 2019Q3: 39,561 shares; 2019Q4: 76,377 shares; 2020Q1: 86,292 shares; 2020Q2: 94,938 shares 94,938 $8.85M 0.33% +8,646 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; 2018Q3: restricted; 2018Q4: 19,878 shares; 2019Q1: 20,215 shares; 2019Q2: 54,434 shares; 2019Q3: 65,778 shares; 2019Q4: 65,685 shares; 2020Q1: 64,717 shares; 2020Q2: 64,825 shares 64,825 $8.76M 0.32% +108 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 104,997 shares; 2019Q1: 124,026 shares; 2019Q2: 99,278 shares; 2019Q3: 87,696 shares; 2019Q4: 86,375 shares; 2020Q1: 80,411 shares; 2020Q2: 80,927 shares 80,927 $8.76M 0.32% +516 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 296,161 shares; 2019Q1: 290,576 shares; 2019Q2: 285,037 shares; 2019Q3: 296,054 shares; 2019Q4: 263,580 shares; 2020Q1: 278,453 shares; 2020Q2: 169,035 shares 169,035 $8.64M 0.32% -109,418 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 37,445 shares; 2019Q1: 37,739 shares; 2019Q2: 38,567 shares; 2019Q3: 38,144 shares; 2019Q4: 37,409 shares; 2020Q1: 35,730 shares; 2020Q2: 36,372 shares 36,372 $8.58M 0.32% +642 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 130,262 shares; 2019Q1: 139,237 shares; 2019Q2: 138,802 shares; 2019Q3: 160,820 shares; 2019Q4: 160,379 shares; 2020Q1: 132,590 shares; 2020Q2: 157,084 shares 157,084 $8.54M 0.32% +24,494 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; 2018Q3: restricted; 2018Q4: 81,570 shares; 2019Q1: 84,488 shares; 2019Q2: 84,251 shares; 2019Q3: 76,412 shares; 2019Q4: 138,378 shares; 2020Q1: 138,318 shares; 2020Q2: 142,930 shares 142,930 $8.4M 0.31% +4,612 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 60,067 shares; 2020Q1: 73,717 shares; 2020Q2: 342,618 shares 342,618 $8.34M 0.31% +268,901 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; 2018Q3: restricted; 2018Q4: 29,245 shares; 2019Q1: 38,150 shares; 2019Q2: 42,453 shares; 2019Q3: 53,020 shares; 2019Q4: 49,863 shares; 2020Q1: 36,104 shares; 2020Q2: 49,645 shares 49,645 $8.31M 0.31% +13,541 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; 2018Q3: restricted; 2018Q4: 48,758 shares; 2019Q1: 50,236 shares; 2019Q2: 52,988 shares; 2019Q3: 54,004 shares; 2019Q4: 53,987 shares; 2020Q1: 54,796 shares; 2020Q2: 38,465 shares 38,465 $8.3M 0.31% -16,331 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; 2018Q3: restricted; 2018Q4: 95,189 shares; 2019Q1: 98,368 shares; 2019Q2: 101,896 shares; 2019Q3: 108,181 shares; 2019Q4: 106,179 shares; 2020Q1: 106,829 shares; 2020Q2: 45,790 shares 45,790 $8.17M 0.3% -61,039 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 257,504 shares; 2019Q1: 259,521 shares; 2019Q2: 251,938 shares; 2019Q3: 226,943 shares; 2019Q4: 233,602 shares; 2020Q1: 244,450 shares; 2020Q2: 248,018 shares 248,018 $8.11M 0.3% +3,568 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 49,611 shares; 2019Q1: 46,011 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 901,476 shares; 2020Q1: 902,151 shares; 2020Q2: 858,857 shares 858,857 $7.69M 0.28% -43,294 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 53,618 shares; 2019Q1: 54,086 shares; 2019Q2: 53,564 shares; 2019Q3: 52,485 shares; 2019Q4: 47,159 shares; 2020Q1: 104,535 shares; 2020Q2: 95,121 shares 95,121 $7.68M 0.28% -9,414 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; 2018Q3: restricted; 2018Q4: 20,249 shares; 2019Q1: 19,737 shares; 2019Q2: 23,368 shares; 2019Q3: 25,801 shares; 2019Q4: 24,732 shares; 2020Q1: 26,712 shares; 2020Q2: 25,945 shares 25,945 $7.65M 0.28% -767 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 35,862 shares; 2019Q1: 37,062 shares; 2019Q2: 46,207 shares; 2019Q3: 46,280 shares; 2019Q4: 44,595 shares; 2020Q1: 46,722 shares; 2020Q2: 47,960 shares 47,960 $7.48M 0.28% +1,238 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 2,968 shares; 2019Q2: 6,530 shares; 2019Q3: 6,437 shares; 2019Q4: 3,121 shares; 2020Q1: 3,456 shares; 2020Q2: 88,942 shares 88,942 $7.39M 0.27% +85,486 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 246,748 shares; 2020Q2: 250,637 shares 250,637 $7.36M 0.27% +3,889 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; 2018Q3: restricted; 2018Q4: 175,157 shares; 2019Q1: 186,480 shares; 2019Q2: 186,997 shares; 2019Q3: 183,791 shares; 2019Q4: 172,948 shares; 2020Q1: 161,354 shares; 2020Q2: 164,260 shares 164,260 $7.35M 0.27% +2,906 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 30,933 shares; 2019Q1: 31,544 shares; 2019Q2: 30,842 shares; 2019Q3: 24,512 shares; 2019Q4: 24,563 shares; 2020Q1: 24,160 shares; 2020Q2: 24,579 shares 24,579 $7.27M 0.27% +419 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 136,594 shares; 2019Q1: 127,903 shares; 2019Q2: 131,592 shares; 2019Q3: 244,253 shares; 2019Q4: 281,555 shares; 2020Q1: 345,507 shares; 2020Q2: 345,755 shares 345,755 $7.25M 0.27% +248 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; 2018Q3: restricted; 2018Q4: 18,320 shares; 2019Q1: 20,009 shares; 2019Q2: 20,808 shares; 2019Q3: 19,820 shares; 2019Q4: 19,615 shares; 2020Q1: 18,033 shares; 2020Q2: 19,061 shares 19,061 $6.96M 0.26% +1,028 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 31,904 shares; 2019Q1: 35,346 shares; 2019Q2: 31,005 shares; 2019Q3: 31,961 shares; 2019Q4: 31,962 shares; 2020Q1: 27,093 shares; 2020Q2: 29,496 shares 29,496 $6.95M 0.26% +2,403 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; 2018Q3: restricted; 2018Q4: 9,642 shares; 2019Q1: 17,579 shares; 2019Q2: 13,684 shares; 2019Q3: 332,313 shares; 2019Q4: 397,350 shares; 2020Q1: 383,887 shares; 2020Q2: 250,920 shares 250,920 $6.93M 0.26% -132,967 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; 2018Q3: restricted; 2018Q4: 36,463 shares; 2019Q1: 53,111 shares; 2019Q2: 59,690 shares; 2019Q3: 66,850 shares; 2019Q4: 74,449 shares; 2020Q1: 109,084 shares; 2020Q2: 106,337 shares 106,337 $6.91M 0.26% -2,747 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 25,323 shares; 2019Q1: 26,578 shares; 2019Q2: 30,545 shares; 2019Q3: 31,838 shares; 2019Q4: 35,739 shares; 2020Q1: 35,883 shares; 2020Q2: 125,966 shares 125,966 $6.89M 0.25% +90,083 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; 2018Q3: restricted; 2018Q4: 120,214 shares; 2019Q1: 91,946 shares; 2019Q2: 80,534 shares; 2019Q3: 42,603 shares; 2019Q4: 43,901 shares; 2020Q1: 37,760 shares; 2020Q2: 57,680 shares 57,680 $6.76M 0.25% +19,920 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 71,032 shares; 2019Q1: 70,916 shares; 2019Q2: 74,763 shares; 2019Q3: 51,701 shares; 2019Q4: 45,397 shares; 2020Q1: 46,620 shares; 2020Q2: 50,683 shares 50,683 $6.7M 0.25% +4,063 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; 2018Q3: restricted; 2018Q4: 182,121 shares; 2019Q1: 178,438 shares; 2019Q2: 138,458 shares; 2019Q3: 67,049 shares; 2019Q4: 85,168 shares; 2020Q1: 66,722 shares; 2020Q2: 63,691 shares 63,691 $6.66M 0.25% -3,031 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; 2018Q3: restricted; 2018Q4: 309,091 shares; 2019Q1: 354,421 shares; 2019Q2: 206,180 shares; 2019Q3: 193,969 shares; 2019Q4: 194,144 shares; 2020Q1: 100,143 shares; 2020Q2: 84,590 shares 84,590 $6.64M 0.25% -15,553 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; 2018Q3: restricted; 2018Q4: 19,202 shares; 2019Q1: 19,639 shares; 2019Q2: 18,302 shares; 2019Q3: 18,340 shares; 2019Q4: 29,440 shares; 2020Q1: 19,486 shares; 2020Q2: 23,765 shares 23,765 $6.62M 0.24% +4,279 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 213,356 shares; 2020Q2: 214,314 shares 214,314 $6.58M 0.24% +958 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,270 shares; 2019Q4: not reported; 2020Q1: 90,447 shares; 2020Q2: 83,982 shares 83,982 $6.41M 0.24% -6,465 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; 2018Q3: restricted; 2018Q4: 131,237 shares; 2019Q1: 17,626 shares; 2019Q2: 17,414 shares; 2019Q3: 21,454 shares; 2019Q4: 30,404 shares; 2020Q1: 191,458 shares; 2020Q2: 69,732 shares 69,732 $6.38M 0.24% -121,726 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 797,078 shares; 2019Q1: 784,229 shares; 2019Q2: 709,526 shares; 2019Q3: 452,893 shares; 2019Q4: 430,923 shares; 2020Q1: 294,897 shares; 2020Q2: 265,837 shares 265,837 $6.25M 0.23% -29,060 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; 2018Q3: restricted; 2018Q4: 20,200 shares; 2019Q1: 22,532 shares; 2019Q2: 20,160 shares; 2019Q3: 238,932 shares; 2019Q4: 232,175 shares; 2020Q1: 224,863 shares; 2020Q2: 186,501 shares 186,501 $6.24M 0.23% -38,362 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; 2018Q3: restricted; 2018Q4: 24,846 shares; 2019Q1: 32,100 shares; 2019Q2: 26,898 shares; 2019Q3: 26,860 shares; 2019Q4: 30,487 shares; 2020Q1: 33,693 shares; 2020Q2: 33,098 shares 33,098 $6.19M 0.23% -595 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; 2018Q3: restricted; 2018Q4: 29,316 shares; 2019Q1: 30,483 shares; 2019Q2: 34,788 shares; 2019Q3: 34,177 shares; 2019Q4: 31,709 shares; 2020Q1: 32,300 shares; 2020Q2: 37,308 shares 37,308 $6.12M 0.23% +5,008 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 80,857 shares; 2019Q1: 79,542 shares; 2019Q2: 80,970 shares; 2019Q3: 78,490 shares; 2019Q4: 77,969 shares; 2020Q1: 78,924 shares; 2020Q2: 77,415 shares 77,415 $6.12M 0.23% -1,509 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; 2018Q3: restricted; 2018Q4: 115,920 shares; 2019Q1: 121,635 shares; 2019Q2: 118,935 shares; 2019Q3: 114,050 shares; 2019Q4: 115,653 shares; 2020Q1: 125,327 shares; 2020Q2: 121,039 shares 121,039 $6.07M 0.22% -4,288 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,909 shares; 2019Q1: 5,825 shares; 2019Q2: 5,439 shares; 2019Q3: 5,516 shares; 2019Q4: 5,021 shares; 2020Q1: not reported; 2020Q2: 87,724 shares 87,724 $6.03M 0.22% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 81,128 shares; 2019Q1: 88,229 shares; 2019Q2: 91,956 shares; 2019Q3: 91,828 shares; 2019Q4: 91,103 shares; 2020Q1: 118,868 shares; 2020Q2: 117,518 shares 117,518 $6M 0.22% -1,350 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 56,814 shares; 2019Q1: 42,232 shares; 2019Q2: 40,744 shares; 2019Q3: 43,565 shares; 2019Q4: 28,196 shares; 2020Q1: 22,723 shares; 2020Q2: 41,833 shares 41,833 $5.99M 0.22% +19,110 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,417 shares; 2019Q1: 3,077 shares; 2019Q2: 4,695 shares; 2019Q3: 10,759 shares; 2019Q4: 12,975 shares; 2020Q1: 26,982 shares; 2020Q2: 43,088 shares 43,088 $5.76M 0.21% +16,106 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 113,204 shares; 2019Q1: 116,547 shares; 2019Q2: 116,047 shares; 2019Q3: 116,803 shares; 2019Q4: 109,656 shares; 2020Q1: 113,055 shares; 2020Q2: 109,020 shares 109,020 $5.75M 0.21% -4,035 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; 2018Q3: restricted; 2018Q4: 88,384 shares; 2019Q1: 102,047 shares; 2019Q2: 133,611 shares; 2019Q3: 136,302 shares; 2019Q4: 155,910 shares; 2020Q1: 162,118 shares; 2020Q2: 144,925 shares 144,925 $5.74M 0.21% -17,193 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; 2018Q3: restricted; 2018Q4: 135,144 shares; 2019Q1: 130,671 shares; 2019Q2: 124,553 shares; 2019Q3: 99,805 shares; 2019Q4: 78,439 shares; 2020Q1: 86,084 shares; 2020Q2: 73,627 shares 73,627 $5.67M 0.21% -12,457 Timeline DBX ETF TR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 260,155 shares 260,155 $5.61M 0.21% new 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; 2018Q3: restricted; 2018Q4: 29,364 shares; 2019Q1: 21,980 shares; 2019Q2: 31,821 shares; 2019Q3: 37,305 shares; 2019Q4: 39,921 shares; 2020Q1: 50,596 shares; 2020Q2: 94,540 shares 94,540 $5.54M 0.2% +43,944 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; 2018Q3: restricted; 2018Q4: 18,404 shares; 2019Q1: 17,050 shares; 2019Q2: 17,537 shares; 2019Q3: 18,148 shares; 2019Q4: 18,422 shares; 2020Q1: 17,341 shares; 2020Q2: 26,787 shares 26,787 $5.41M 0.2% +9,446 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; 2018Q3: restricted; 2018Q4: 76,861 shares; 2019Q1: 73,167 shares; 2019Q2: 77,875 shares; 2019Q3: 61,492 shares; 2019Q4: 72,045 shares; 2020Q1: 57,937 shares; 2020Q2: 56,467 shares 56,467 $5.37M 0.2% -1,470 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; 2018Q3: restricted; 2018Q4: 43,035 shares; 2019Q1: 43,437 shares; 2019Q2: 45,107 shares; 2019Q3: 45,449 shares; 2019Q4: 43,437 shares; 2020Q1: 34,149 shares; 2020Q2: 44,459 shares 44,459 $5.37M 0.2% +10,310 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 37,743 shares; 2019Q1: 229,512 shares; 2019Q2: 164,452 shares; 2019Q3: 153,820 shares; 2019Q4: 159,746 shares; 2020Q1: 109,761 shares; 2020Q2: 107,330 shares 107,330 $5.32M 0.2% -2,431 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; 2018Q3: restricted; 2018Q4: 225,585 shares; 2019Q1: 209,706 shares; 2019Q2: 234,454 shares; 2019Q3: 222,587 shares; 2019Q4: 202,981 shares; 2020Q1: 208,013 shares; 2020Q2: 221,281 shares 221,281 $5.25M 0.19% +13,268 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,320 shares; 2019Q1: 7,118 shares; 2019Q2: 6,975 shares; 2019Q3: 6,889 shares; 2019Q4: 5,846 shares; 2020Q1: 6,163 shares; 2020Q2: 4,856 shares 4,856 $5.24M 0.19% -1,307 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 15,684 shares; 2019Q1: 224,227 shares; 2019Q2: 223,048 shares; 2019Q3: 206,203 shares; 2019Q4: 201,831 shares; 2020Q1: 179,481 shares; 2020Q2: 294,327 shares 294,327 $5.22M 0.19% +114,846 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; 2018Q3: restricted; 2018Q4: 34,407 shares; 2019Q1: 34,156 shares; 2019Q2: 35,067 shares; 2019Q3: 32,100 shares; 2019Q4: 33,866 shares; 2020Q1: 25,708 shares; 2020Q2: 31,326 shares 31,326 $5.13M 0.19% +5,618 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 678,637 shares; 2019Q1: 654,910 shares; 2019Q2: 656,635 shares; 2019Q3: 657,011 shares; 2019Q4: 657,312 shares; 2020Q1: 640,903 shares; 2020Q2: 496,238 shares 496,238 $4.98M 0.18% -144,665 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 182,346 shares; 2019Q1: 162,920 shares; 2019Q2: 152,231 shares; 2019Q3: 151,057 shares; 2019Q4: 170,363 shares; 2020Q1: 144,358 shares; 2020Q2: 142,730 shares 142,730 $4.94M 0.18% -1,628 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; 2018Q3: restricted; 2018Q4: 15,309 shares; 2019Q1: 15,703 shares; 2019Q2: 15,439 shares; 2019Q3: 15,340 shares; 2019Q4: 14,958 shares; 2020Q1: 16,124 shares; 2020Q2: 15,964 shares 15,964 $4.84M 0.18% -160 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 43,630 shares; 2019Q1: 41,689 shares; 2019Q2: 45,178 shares; 2019Q3: 45,954 shares; 2019Q4: 47,139 shares; 2020Q1: 48,659 shares; 2020Q2: 52,778 shares 52,778 $4.83M 0.18% +4,119 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; 2018Q3: restricted; 2018Q4: 103,308 shares; 2019Q1: 99,020 shares; 2019Q2: 152,887 shares; 2019Q3: 140,559 shares; 2019Q4: 101,844 shares; 2020Q1: 109,322 shares; 2020Q2: 64,443 shares 64,443 $4.78M 0.18% -44,879 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 55,023 shares; 2019Q1: 59,949 shares; 2019Q2: 64,978 shares; 2019Q3: 68,065 shares; 2019Q4: 65,997 shares; 2020Q1: 76,372 shares; 2020Q2: 69,320 shares 69,320 $4.67M 0.17% -7,052 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,114 shares; 2019Q4: not reported; 2020Q1: 82,618 shares; 2020Q2: 145,383 shares 145,383 $4.66M 0.17% +62,765 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,022 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,457 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 21,141 shares 21,141 $4.63M 0.17% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 24,357 shares; 2019Q1: 25,681 shares; 2019Q2: 26,169 shares; 2019Q3: 26,712 shares; 2019Q4: 24,939 shares; 2020Q1: 25,192 shares; 2020Q2: 25,092 shares 25,092 $4.63M 0.17% -100 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; 2018Q3: restricted; 2018Q4: 90,179 shares; 2019Q1: 106,389 shares; 2019Q2: 98,556 shares; 2019Q3: 96,607 shares; 2019Q4: 93,897 shares; 2020Q1: 97,885 shares; 2020Q2: 103,454 shares 103,454 $4.62M 0.17% +5,569 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; 2018Q3: restricted; 2018Q4: 21,342 shares; 2019Q1: 24,075 shares; 2019Q2: 19,270 shares; 2019Q3: 20,643 shares; 2019Q4: 22,669 shares; 2020Q1: 23,845 shares; 2020Q2: 16,168 shares 16,168 $4.58M 0.17% -7,677 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,207 shares; 2019Q1: 2,857 shares; 2019Q2: not reported; 2019Q3: 4,639 shares; 2019Q4: 4,551 shares; 2020Q1: not reported; 2020Q2: 61,453 shares 61,453 $4.53M 0.17% new Timeline VSS 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; 2018Q3: restricted; 2018Q4: 44,798 shares; 2019Q1: 44,700 shares; 2019Q2: 43,927 shares; 2019Q3: 45,472 shares; 2019Q4: 44,181 shares; 2020Q1: 50,919 shares; 2020Q2: 46,289 shares 46,289 $4.47M 0.17% -4,630 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; 2018Q3: restricted; 2018Q4: 113,214 shares; 2019Q1: 115,376 shares; 2019Q2: 71,753 shares; 2019Q3: 52,330 shares; 2019Q4: 60,078 shares; 2020Q1: 61,241 shares; 2020Q2: 56,447 shares 56,447 $4.45M 0.16% -4,794 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 25,145 shares; 2019Q1: 39,970 shares; 2019Q2: 43,206 shares; 2019Q3: 68,605 shares; 2019Q4: 71,904 shares; 2020Q1: 45,881 shares; 2020Q2: 40,134 shares 40,134 $4.44M 0.16% -5,747 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 9,141 shares; 2019Q1: 29,403 shares; 2019Q2: 42,967 shares; 2019Q3: 48,025 shares; 2019Q4: 122,294 shares; 2020Q1: 88,301 shares; 2020Q2: 45,992 shares 45,992 $4.41M 0.16% -42,309 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; 2018Q3: restricted; 2018Q4: 141,714 shares; 2019Q1: 80,250 shares; 2019Q2: 82,499 shares; 2019Q3: 115,589 shares; 2019Q4: 110,303 shares; 2020Q1: 59,172 shares; 2020Q2: 57,542 shares 57,542 $4.41M 0.16% -1,630 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,403 shares; 2019Q1: 10,051 shares; 2019Q2: 13,275 shares; 2019Q3: 30,534 shares; 2019Q4: 35,121 shares; 2020Q1: 44,960 shares; 2020Q2: 40,557 shares 40,557 $4.37M 0.16% -4,403 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 39,623 shares; 2019Q1: 41,941 shares; 2019Q2: 41,223 shares; 2019Q3: 44,775 shares; 2019Q4: 47,251 shares; 2020Q1: 48,916 shares; 2020Q2: 44,455 shares 44,455 $4.36M 0.16% -4,461 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 114,817 shares; 2019Q2: 143,076 shares; 2019Q3: 19,154 shares; 2019Q4: 12,742 shares; 2020Q1: 117,504 shares; 2020Q2: 96,883 shares 96,883 $4.35M 0.16% -20,621 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; 2018Q3: restricted; 2018Q4: 12,960 shares; 2019Q1: 14,039 shares; 2019Q2: 13,211 shares; 2019Q3: 14,085 shares; 2019Q4: 13,610 shares; 2020Q1: 13,074 shares; 2020Q2: 13,307 shares 13,307 $4.32M 0.16% +233 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; 2018Q3: restricted; 2018Q4: 36,327 shares; 2019Q1: 34,948 shares; 2019Q2: 34,659 shares; 2019Q3: 33,496 shares; 2019Q4: 31,575 shares; 2020Q1: 27,878 shares; 2020Q2: 28,787 shares 28,787 $4.29M 0.16% +909 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 60,192 shares; 2019Q1: 60,110 shares; 2019Q2: 63,752 shares; 2019Q3: 71,171 shares; 2019Q4: 71,839 shares; 2020Q1: 67,240 shares; 2020Q2: 71,325 shares 71,325 $4.24M 0.16% +4,085 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 208,967 shares; 2019Q1: 226,001 shares; 2019Q2: 208,506 shares; 2019Q3: 142,286 shares; 2019Q4: 206,221 shares; 2020Q1: 179,464 shares; 2020Q2: 142,599 shares 142,599 $4.22M 0.16% -36,865 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; 2018Q3: restricted; 2018Q4: 18,045 shares; 2019Q1: 21,716 shares; 2019Q2: 22,489 shares; 2019Q3: 22,250 shares; 2019Q4: 21,107 shares; 2020Q1: 23,494 shares; 2020Q2: 21,266 shares 21,266 $4.2M 0.16% -2,228 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 46,417 shares; 2019Q1: 44,457 shares; 2019Q2: 37,648 shares; 2019Q3: 39,604 shares; 2019Q4: 40,020 shares; 2020Q1: 24,361 shares; 2020Q2: 24,269 shares 24,269 $4.17M 0.15% -92 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; 2018Q3: restricted; 2018Q4: 33,827 shares; 2019Q1: 32,184 shares; 2019Q2: 17,952 shares; 2019Q3: 14,315 shares; 2019Q4: 17,482 shares; 2020Q1: 18,349 shares; 2020Q2: 21,405 shares 21,405 $4.12M 0.15% +3,056 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; 2018Q3: restricted; 2018Q4: 14,849 shares; 2019Q1: 13,202 shares; 2019Q2: 254,276 shares; 2019Q3: 167,260 shares; 2019Q4: 283,962 shares; 2020Q1: 460,653 shares; 2020Q2: 130,785 shares 130,785 $4.02M 0.15% -329,868 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 283,843 shares 283,843 $3.97M 0.15% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 159,694 shares; 2019Q1: 188,029 shares; 2019Q2: 219,563 shares; 2019Q3: 209,779 shares; 2019Q4: 169,798 shares; 2020Q1: 102,899 shares; 2020Q2: 79,392 shares 79,392 $3.97M 0.15% -23,507 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,145 shares; 2019Q1: 15,640 shares; 2019Q2: 14,110 shares; 2019Q3: 20,294 shares; 2019Q4: 17,303 shares; 2020Q1: 22,117 shares; 2020Q2: 32,033 shares 32,033 $3.96M 0.15% +9,916 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,991 shares; 2019Q1: 6,261 shares; 2019Q2: 6,557 shares; 2019Q3: 9,739 shares; 2019Q4: 8,702 shares; 2020Q1: 9,292 shares; 2020Q2: 9,008 shares 9,008 $3.92M 0.14% -284 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 27,744 shares; 2019Q1: 28,628 shares; 2019Q2: 28,534 shares; 2019Q3: 30,468 shares; 2019Q4: 28,411 shares; 2020Q1: 31,640 shares; 2020Q2: 30,916 shares 30,916 $3.91M 0.14% -724 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; 2018Q3: restricted; 2018Q4: 181,461 shares; 2019Q1: 155,977 shares; 2019Q2: 152,420 shares; 2019Q3: 143,902 shares; 2019Q4: 137,982 shares; 2020Q1: 137,619 shares; 2020Q2: 129,343 shares 129,343 $3.91M 0.14% -8,276 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 5,491 shares; 2019Q3: 10,334 shares; 2019Q4: 25,296 shares; 2020Q1: 31,241 shares; 2020Q2: 36,638 shares 36,638 $3.91M 0.14% +5,397 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; 2018Q3: restricted; 2018Q4: 49,935 shares; 2019Q1: 48,522 shares; 2019Q2: 17,423 shares; 2019Q3: 25,002 shares; 2019Q4: 31,590 shares; 2020Q1: 81,886 shares; 2020Q2: 92,652 shares 92,652 $3.87M 0.14% +10,766 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 17,553 shares; 2019Q1: 16,638 shares; 2019Q2: 16,904 shares; 2019Q3: 16,573 shares; 2019Q4: 16,327 shares; 2020Q1: 17,398 shares; 2020Q2: 17,091 shares 17,091 $3.83M 0.14% -307 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,160 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 9,686 shares 9,686 $3.79M 0.14% new Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,652 shares; 2019Q1: 7,849 shares; 2019Q2: 8,104 shares; 2019Q3: 8,260 shares; 2019Q4: 7,533 shares; 2020Q1: 7,095 shares; 2020Q2: 6,964 shares 6,964 $3.79M 0.14% -131 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,498 shares; 2019Q1: 12,522 shares; 2019Q2: 19,891 shares; 2019Q3: 16,520 shares; 2019Q4: 23,667 shares; 2020Q1: 20,323 shares; 2020Q2: 20,108 shares 20,108 $3.77M 0.14% -215 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 87,926 shares; 2019Q4: 85,123 shares; 2020Q1: 59,294 shares; 2020Q2: 66,288 shares 66,288 $3.76M 0.14% +6,994 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; 2018Q3: restricted; 2018Q4: 20,197 shares; 2019Q1: 21,508 shares; 2019Q2: 21,981 shares; 2019Q3: 23,527 shares; 2019Q4: 23,817 shares; 2020Q1: 24,464 shares; 2020Q2: 25,961 shares 25,961 $3.75M 0.14% +1,497 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; 2018Q3: restricted; 2018Q4: 39,962 shares; 2019Q1: 42,508 shares; 2019Q2: 39,975 shares; 2019Q3: 60,344 shares; 2019Q4: 35,039 shares; 2020Q1: 50,584 shares; 2020Q2: 70,346 shares 70,346 $3.7M 0.14% +19,762 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; 2018Q3: restricted; 2018Q4: 24,315 shares; 2019Q1: 28,307 shares; 2019Q2: 29,004 shares; 2019Q3: 26,540 shares; 2019Q4: 23,656 shares; 2020Q1: 28,029 shares; 2020Q2: 33,223 shares 33,223 $3.69M 0.14% +5,194 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,418 shares; 2019Q1: 3,506 shares; 2019Q2: 3,774 shares; 2019Q3: 7,820 shares; 2019Q4: 12,463 shares; 2020Q1: 4,650 shares; 2020Q2: 13,845 shares 13,845 $3.67M 0.14% +9,195 Timeline AMERICAN FINANCE TRUST INC AMERICAN FINANCE TRUST INC More: the full row for AMERICAN FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 463,998 shares; 2019Q1: 634,471 shares; 2019Q2: 685,791 shares; 2019Q3: 619,041 shares; 2019Q4: 556,517 shares; 2020Q1: 453,601 shares; 2020Q2: 458,689 shares 458,689 $3.64M 0.13% +5,088 TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 25,474 shares; 2019Q1: 6,357 shares; 2019Q2: 10,409 shares; 2019Q3: 33,624 shares; 2019Q4: 31,502 shares; 2020Q1: 37,170 shares; 2020Q2: 60,334 shares 60,334 $3.6M 0.13% +23,164 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 28,832 shares; 2019Q1: 23,218 shares; 2019Q2: 22,427 shares; 2019Q3: 15,723 shares; 2019Q4: 13,601 shares; 2020Q1: 23,410 shares; 2020Q2: 28,964 shares 28,964 $3.56M 0.13% +5,554 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 70,350 shares; 2019Q1: 70,350 shares; 2019Q2: 60,350 shares; 2019Q3: 60,350 shares; 2019Q4: 60,352 shares; 2020Q1: 80,175 shares; 2020Q2: 80,175 shares 80,175 $3.46M 0.13% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 22,877 shares; 2019Q1: 21,602 shares; 2019Q2: 12,149 shares; 2019Q3: 12,251 shares; 2019Q4: 12,573 shares; 2020Q1: 14,623 shares; 2020Q2: 30,893 shares 30,893 $3.37M 0.12% +16,270 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,221 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 46,550 shares 46,550 $3.37M 0.12% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 14,130 shares; 2019Q1: 10,760 shares; 2019Q2: 9,839 shares; 2019Q3: 10,487 shares; 2019Q4: 14,856 shares; 2020Q1: 18,564 shares; 2020Q2: 12,438 shares 12,438 $3.36M 0.12% -6,126 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; 2018Q3: restricted; 2018Q4: 42,183 shares; 2019Q1: 42,687 shares; 2019Q2: 40,062 shares; 2019Q3: 38,339 shares; 2019Q4: 39,093 shares; 2020Q1: 40,943 shares; 2020Q2: 41,838 shares 41,838 $3.34M 0.12% +895 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; 2018Q3: restricted; 2018Q4: 74,738 shares; 2019Q1: 77,500 shares; 2019Q2: 76,967 shares; 2019Q3: 78,091 shares; 2019Q4: 83,909 shares; 2020Q1: 180,848 shares; 2020Q2: 64,297 shares 64,297 $3.33M 0.12% -116,551 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 48,355 shares; 2019Q1: 52,478 shares; 2019Q2: 56,456 shares; 2019Q3: 60,694 shares; 2019Q4: 55,585 shares; 2020Q1: 63,635 shares; 2020Q2: 63,142 shares 63,142 $3.32M 0.12% -493 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 193,468 shares; 2019Q1: 194,976 shares; 2019Q2: 187,309 shares; 2019Q3: 152,941 shares; 2019Q4: 147,116 shares; 2020Q1: 89,255 shares; 2020Q2: 90,019 shares 90,019 $3.31M 0.12% +764 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 36,606 shares; 2019Q1: 40,826 shares; 2019Q2: 42,446 shares; 2019Q3: 41,399 shares; 2019Q4: 40,310 shares; 2020Q1: 41,982 shares; 2020Q2: 40,738 shares 40,738 $3.31M 0.12% -1,244 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 97,114 shares; 2019Q1: 102,421 shares; 2019Q2: 107,578 shares; 2019Q3: 105,613 shares; 2019Q4: 99,835 shares; 2020Q1: 91,179 shares; 2020Q2: 97,004 shares 97,004 $3.28M 0.12% +5,825 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 19,762 shares; 2019Q1: 20,288 shares; 2019Q2: 19,581 shares; 2019Q3: 20,179 shares; 2019Q4: 19,496 shares; 2020Q1: 18,958 shares; 2020Q2: 18,627 shares 18,627 $3.25M 0.12% -331 Timeline DNOV 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 72,312 shares; 2020Q2: 105,198 shares 105,198 $3.24M 0.12% +32,886 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 46,160 shares; 2019Q1: 93,685 shares; 2019Q2: 88,858 shares; 2019Q3: 89,407 shares; 2019Q4: 75,270 shares; 2020Q1: 81,655 shares; 2020Q2: 79,742 shares 79,742 $3.19M 0.12% -1,913 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; 2018Q3: restricted; 2018Q4: 34,343 shares; 2019Q1: 33,426 shares; 2019Q2: 38,724 shares; 2019Q3: 38,082 shares; 2019Q4: 37,817 shares; 2020Q1: 36,579 shares; 2020Q2: 21,880 shares 21,880 $3.19M 0.12% -14,699 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; 2018Q3: restricted; 2018Q4: 45,090 shares; 2019Q1: 53,493 shares; 2019Q2: 56,632 shares; 2019Q3: 41,871 shares; 2019Q4: 25,470 shares; 2020Q1: 29,053 shares; 2020Q2: 29,319 shares 29,319 $3.18M 0.12% +266 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 55,371 shares; 2019Q1: 61,763 shares; 2019Q2: 61,058 shares; 2019Q3: 58,253 shares; 2019Q4: 54,016 shares; 2020Q1: 53,035 shares; 2020Q2: 60,585 shares 60,585 $3.14M 0.12% +7,550 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 24,355 shares; 2019Q1: 38,703 shares; 2019Q2: 36,402 shares; 2019Q3: 39,538 shares; 2019Q4: 76,688 shares; 2020Q1: 32,765 shares; 2020Q2: 60,395 shares 60,395 $3.14M 0.12% +27,630 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; 2018Q3: restricted; 2018Q4: 56,383 shares; 2019Q1: 84,796 shares; 2019Q2: 71,638 shares; 2019Q3: 31,268 shares; 2019Q4: 31,184 shares; 2020Q1: 33,380 shares; 2020Q2: 34,351 shares 34,351 $3.13M 0.12% +971 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; 2018Q3: restricted; 2018Q4: 82,761 shares; 2019Q1: 90,827 shares; 2019Q2: 37,873 shares; 2019Q3: 39,163 shares; 2019Q4: 34,762 shares; 2020Q1: 31,469 shares; 2020Q2: 31,112 shares 31,112 $3.11M 0.12% -357 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 28,305 shares; 2019Q1: 13,397 shares; 2019Q2: 12,832 shares; 2019Q3: 12,552 shares; 2019Q4: 12,781 shares; 2020Q1: 13,183 shares; 2020Q2: 18,320 shares 18,320 $3.11M 0.12% +5,137 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; 2018Q3: restricted; 2018Q4: 75,643 shares; 2019Q1: 82,398 shares; 2019Q2: 113,911 shares; 2019Q3: 52,249 shares; 2019Q4: 47,978 shares; 2020Q1: 50,312 shares; 2020Q2: 47,368 shares 47,368 $3.1M 0.11% -2,944 Timeline iShares Gold Trust iShares Gold Trust More: the full row for iShares Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 37,104 shares; 2019Q1: 37,445 shares; 2019Q2: 90,599 shares; 2019Q3: 106,183 shares; 2019Q4: 103,184 shares; 2020Q1: 185,355 shares; 2020Q2: 181,763 shares 181,763 $3.09M 0.11% -3,592 VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,924 shares; 2019Q1: 13,447 shares; 2019Q2: 13,889 shares; 2019Q3: 14,381 shares; 2019Q4: 14,881 shares; 2020Q1: 14,987 shares; 2020Q2: 15,370 shares 15,370 $3.07M 0.11% +383 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 47,014 shares; 2019Q1: 75,059 shares; 2019Q2: 60,122 shares; 2019Q3: 62,998 shares; 2019Q4: 52,137 shares; 2020Q1: 51,654 shares; 2020Q2: 50,577 shares 50,577 $3.06M 0.11% -1,077 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; 2018Q3: restricted; 2018Q4: 72,853 shares; 2019Q1: 74,552 shares; 2019Q2: 77,797 shares; 2019Q3: 145,626 shares; 2019Q4: 152,513 shares; 2020Q1: 116,015 shares; 2020Q2: 118,009 shares 118,009 $3.02M 0.11% +1,994 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 68,525 shares; 2019Q1: 66,644 shares; 2019Q2: 62,931 shares; 2019Q3: 65,212 shares; 2019Q4: 61,164 shares; 2020Q1: 56,473 shares; 2020Q2: 54,435 shares 54,435 $3.01M 0.11% -2,038 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 131,010 shares; 2019Q1: 133,643 shares; 2019Q2: 139,075 shares; 2019Q3: 150,972 shares; 2019Q4: 153,847 shares; 2020Q1: 181,266 shares; 2020Q2: 188,682 shares 188,682 $3.01M 0.11% +7,416 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 46,386 shares; 2019Q1: 50,351 shares; 2019Q2: 55,512 shares; 2019Q3: 59,400 shares; 2019Q4: 54,720 shares; 2020Q1: 62,510 shares; 2020Q2: 61,786 shares 61,786 $3M 0.11% -724 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 16,700 shares; 2019Q1: 17,148 shares; 2019Q2: 17,939 shares; 2019Q3: 17,463 shares; 2019Q4: 16,927 shares; 2020Q1: 16,137 shares; 2020Q2: 16,528 shares 16,528 $2.98M 0.11% +391 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 4,034 shares; 2019Q2: 23,187 shares; 2019Q3: 8,156 shares; 2019Q4: 9,151 shares; 2020Q1: 6,861 shares; 2020Q2: 87,462 shares 87,462 $2.9M 0.11% +80,601 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 15,369 shares; 2019Q1: 15,082 shares; 2019Q2: 15,032 shares; 2019Q3: 14,619 shares; 2019Q4: 14,305 shares; 2020Q1: 17,439 shares; 2020Q2: 14,010 shares 14,010 $2.9M 0.11% -3,429 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,496 shares; 2019Q1: 3,252 shares; 2019Q2: 4,007 shares; 2019Q3: 4,698 shares; 2019Q4: 5,351 shares; 2020Q1: 6,140 shares; 2020Q2: 9,876 shares 9,876 $2.87M 0.11% +3,736 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; 2018Q3: restricted; 2018Q4: 182,600 shares; 2019Q1: 181,468 shares; 2019Q2: 165,647 shares; 2019Q3: 105,709 shares; 2019Q4: 100,439 shares; 2020Q1: 126,161 shares; 2020Q2: 115,406 shares 115,406 $2.85M 0.11% -10,755 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 63,946 shares; 2019Q1: 62,590 shares; 2019Q2: 62,018 shares; 2019Q3: 57,262 shares; 2019Q4: 55,022 shares; 2020Q1: 55,188 shares; 2020Q2: 54,404 shares 54,404 $2.84M 0.11% -784 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; 2018Q3: restricted; 2018Q4: 8,413 shares; 2019Q1: 10,745 shares; 2019Q2: 21,640 shares; 2019Q3: 22,662 shares; 2019Q4: 24,449 shares; 2020Q1: 26,364 shares; 2020Q2: 17,219 shares 17,219 $2.84M 0.11% -9,145 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,396 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,648 shares; 2019Q4: 4,370 shares; 2020Q1: 5,517 shares; 2020Q2: 6,994 shares 6,994 $2.83M 0.1% +1,477 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; 2018Q3: restricted; 2018Q4: 215,883 shares; 2019Q1: 213,931 shares; 2019Q2: 7,916 shares; 2019Q3: 14,888 shares; 2019Q4: 15,181 shares; 2020Q1: 14,373 shares; 2020Q2: 46,942 shares 46,942 $2.82M 0.1% +32,569 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,052 shares; 2019Q1: 11,848 shares; 2019Q2: 12,030 shares; 2019Q3: 12,234 shares; 2019Q4: 12,688 shares; 2020Q1: 12,996 shares; 2020Q2: 12,673 shares 12,673 $2.78M 0.1% -323 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; 2018Q3: restricted; 2018Q4: 56,860 shares; 2019Q1: 35,906 shares; 2019Q2: 24,740 shares; 2019Q3: 29,779 shares; 2019Q4: 31,770 shares; 2020Q1: 22,670 shares; 2020Q2: 27,880 shares 27,880 $2.78M 0.1% +5,210 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 433,037 shares; 2019Q1: 414,178 shares; 2019Q2: 420,661 shares; 2019Q3: 438,223 shares; 2019Q4: 434,847 shares; 2020Q1: 448,904 shares; 2020Q2: 385,059 shares 385,059 $2.77M 0.1% -63,845 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; 2018Q3: restricted; 2018Q4: 107,040 shares; 2019Q1: 78,948 shares; 2019Q2: 67,898 shares; 2019Q3: 48,330 shares; 2019Q4: 39,641 shares; 2020Q1: 36,640 shares; 2020Q2: 49,041 shares 49,041 $2.77M 0.1% +12,401 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 39,291 shares; 2019Q1: 49,567 shares; 2019Q2: 58,051 shares; 2019Q3: 77,938 shares; 2019Q4: 94,169 shares; 2020Q1: 107,826 shares; 2020Q2: 189,345 shares 189,345 $2.74M 0.1% +81,519 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 23,832 shares; 2019Q1: 27,919 shares; 2019Q2: 26,169 shares; 2019Q3: 23,555 shares; 2019Q4: 22,690 shares; 2020Q1: 21,130 shares; 2020Q2: 19,895 shares 19,895 $2.72M 0.1% -1,235 Timeline FS KKR CAP CORP II FS KKR CAP CORP II More: the full row for FS KKR CAP CORP II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 209,900 shares 209,900 $2.71M 0.1% new EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 93,917 shares; 2019Q1: 45,188 shares; 2019Q2: 30,334 shares; 2019Q3: 29,310 shares; 2019Q4: 32,940 shares; 2020Q1: 25,879 shares; 2020Q2: 44,423 shares 44,423 $2.7M 0.1% +18,544 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,951 shares; 2019Q1: 7,915 shares; 2019Q2: 8,972 shares; 2019Q3: 9,017 shares; 2019Q4: 7,141 shares; 2020Q1: 7,917 shares; 2020Q2: 8,548 shares 8,548 $2.7M 0.1% +631 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,758 shares; 2019Q1: 11,944 shares; 2019Q2: 11,803 shares; 2019Q3: 12,691 shares; 2019Q4: 19,450 shares; 2020Q1: 60,789 shares; 2020Q2: 62,488 shares 62,488 $2.68M 0.1% +1,699 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 180,651 shares; 2019Q3: 272,485 shares; 2019Q4: 264,642 shares; 2020Q1: 267,526 shares; 2020Q2: 254,526 shares 254,526 $2.68M 0.1% -13,000 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 86,971 shares; 2019Q1: 85,222 shares; 2019Q2: 85,102 shares; 2019Q3: 80,911 shares; 2019Q4: 78,148 shares; 2020Q1: 69,032 shares; 2020Q2: 74,168 shares 74,168 $2.67M 0.1% +5,136 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 47,186 shares; 2019Q1: 58,748 shares; 2019Q2: 65,510 shares; 2019Q3: 67,251 shares; 2019Q4: 72,887 shares; 2020Q1: 73,470 shares; 2020Q2: 36,869 shares 36,869 $2.65M 0.1% -36,601 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 51,870 shares; 2019Q1: 38,799 shares; 2019Q2: 7,982 shares; 2019Q3: 7,069 shares; 2019Q4: 3,498 shares; 2020Q1: 31,434 shares; 2020Q2: 42,595 shares 42,595 $2.65M 0.1% +11,161 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,173 shares; 2019Q1: 1,102 shares; 2019Q2: 1,197 shares; 2019Q3: 1,213 shares; 2019Q4: 1,190 shares; 2020Q1: not reported; 2020Q2: 9,798 shares 9,798 $2.61M 0.1% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 68,004 shares; 2019Q1: 66,572 shares; 2019Q2: 67,264 shares; 2019Q3: 65,701 shares; 2019Q4: 57,634 shares; 2020Q1: 60,065 shares; 2020Q2: 60,832 shares 60,832 $2.6M 0.1% +767 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; 2018Q3: restricted; 2018Q4: 69,167 shares; 2019Q1: 72,269 shares; 2019Q2: 67,401 shares; 2019Q3: 56,656 shares; 2019Q4: 55,247 shares; 2020Q1: 49,728 shares; 2020Q2: 50,113 shares 50,113 $2.58M 0.1% +385 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; 2018Q3: restricted; 2018Q4: 41,237 shares; 2019Q1: 41,819 shares; 2019Q2: 41,310 shares; 2019Q3: 48,624 shares; 2019Q4: 48,267 shares; 2020Q1: 46,591 shares; 2020Q2: 45,467 shares 45,467 $2.58M 0.1% -1,124 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 49,425 shares; 2019Q1: 45,977 shares; 2019Q2: 46,013 shares; 2019Q3: 47,395 shares; 2019Q4: 49,464 shares; 2020Q1: 50,912 shares; 2020Q2: 53,069 shares 53,069 $2.56M 0.09% +2,157 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 16,995 shares; 2019Q1: 17,001 shares; 2019Q2: 16,614 shares; 2019Q3: 16,060 shares; 2019Q4: 15,264 shares; 2020Q1: 14,035 shares; 2020Q2: 13,917 shares 13,917 $2.55M 0.09% -118 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; 2018Q3: restricted; 2018Q4: 41,803 shares; 2019Q1: 43,188 shares; 2019Q2: 40,892 shares; 2019Q3: 36,265 shares; 2019Q4: 37,594 shares; 2020Q1: 38,548 shares; 2020Q2: 36,269 shares 36,269 $2.54M 0.09% -2,279 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,811 shares; 2019Q1: 6,292 shares; 2019Q2: 5,959 shares; 2019Q3: 6,453 shares; 2019Q4: 6,386 shares; 2020Q1: 6,797 shares; 2020Q2: 6,983 shares 6,983 $2.53M 0.09% +186 Timeline TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 67,930 shares; 2019Q1: 64,857 shares; 2019Q2: 73,610 shares; 2019Q3: 60,155 shares; 2019Q4: 60,367 shares; 2020Q1: 76,040 shares; 2020Q2: 82,341 shares 82,341 $2.45M 0.09% +6,301 SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 35,386 shares; 2019Q1: 36,530 shares; 2019Q2: 38,346 shares; 2019Q3: 79,773 shares; 2019Q4: 85,140 shares; 2020Q1: 86,585 shares; 2020Q2: 81,139 shares 81,139 $2.45M 0.09% -5,446 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 116,566 shares; 2019Q1: 121,740 shares; 2019Q2: 117,031 shares; 2019Q3: 118,312 shares; 2019Q4: 120,191 shares; 2020Q1: 115,613 shares; 2020Q2: 104,836 shares 104,836 $2.44M 0.09% -10,777 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,061 shares; 2019Q1: 10,217 shares; 2019Q2: 10,546 shares; 2019Q3: 10,355 shares; 2019Q4: 10,101 shares; 2020Q1: 9,090 shares; 2020Q2: 7,773 shares 7,773 $2.44M 0.09% -1,317 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; 2018Q3: restricted; 2018Q4: 10,066 shares; 2019Q1: 21,138 shares; 2019Q2: 15,794 shares; 2019Q3: 20,128 shares; 2019Q4: 13,886 shares; 2020Q1: 10,168 shares; 2020Q2: 9,277 shares 9,277 $2.39M 0.09% -891 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 16,378 shares; 2019Q4: 15,314 shares; 2020Q1: 13,577 shares; 2020Q2: 14,047 shares 14,047 $2.38M 0.09% +470 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 12,751 shares; 2019Q1: 12,270 shares; 2019Q2: 11,239 shares; 2019Q3: 8,068 shares; 2019Q4: 7,602 shares; 2020Q1: 9,504 shares; 2020Q2: 14,182 shares 14,182 $2.37M 0.09% +4,678 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; 2018Q3: restricted; 2018Q4: 79,300 shares; 2019Q1: 81,424 shares; 2019Q2: 87,658 shares; 2019Q3: 81,429 shares; 2019Q4: 67,904 shares; 2020Q1: 67,037 shares; 2020Q2: 60,262 shares 60,262 $2.37M 0.09% -6,775 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,482 shares; 2019Q1: 18,130 shares; 2019Q2: 8,249 shares; 2019Q3: 7,604 shares; 2019Q4: 12,381 shares; 2020Q1: 11,622 shares; 2020Q2: 10,953 shares 10,953 $2.36M 0.09% -669 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,974 shares; 2019Q1: 32,501 shares; 2019Q2: 33,676 shares; 2019Q3: 37,403 shares; 2019Q4: 44,807 shares; 2020Q1: 82,110 shares; 2020Q2: 245,324 shares 245,324 $2.35M 0.09% +163,214 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; 2018Q3: restricted; 2018Q4: 45,191 shares; 2019Q1: 43,423 shares; 2019Q2: 44,053 shares; 2019Q3: 38,238 shares; 2019Q4: 37,396 shares; 2020Q1: 40,762 shares; 2020Q2: 46,643 shares 46,643 $2.33M 0.09% +5,881 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 4,915 shares; 2019Q4: 7,492 shares; 2020Q1: not reported; 2020Q2: 59,390 shares 59,390 $2.32M 0.09% new Timeline HDMV 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; 2018Q3: restricted; 2018Q4: 13,659 shares; 2019Q1: 21,656 shares; 2019Q2: 34,413 shares; 2019Q3: 51,528 shares; 2019Q4: 64,598 shares; 2020Q1: 84,891 shares; 2020Q2: 82,703 shares 82,703 $2.31M 0.09% -2,188 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; 2018Q3: restricted; 2018Q4: 39,567 shares; 2019Q1: 31,709 shares; 2019Q2: 31,367 shares; 2019Q3: 30,235 shares; 2019Q4: 49,768 shares; 2020Q1: 26,557 shares; 2020Q2: 22,685 shares 22,685 $2.31M 0.09% -3,872 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 67,516 shares; 2019Q1: 39,371 shares; 2019Q2: 37,902 shares; 2019Q3: 39,492 shares; 2019Q4: 38,496 shares; 2020Q1: 38,437 shares; 2020Q2: 31,128 shares 31,128 $2.28M 0.08% -7,309 Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 21,458 shares; 2019Q1: 25,422 shares; 2019Q2: 52,585 shares; 2019Q3: 57,416 shares; 2019Q4: 53,292 shares; 2020Q1: 61,301 shares; 2020Q2: 60,826 shares 60,826 $2.26M 0.08% -475 Timeline ONLN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 33,634 shares; 2019Q1: 36,862 shares; 2019Q2: 38,538 shares; 2019Q3: 38,638 shares; 2019Q4: 42,462 shares; 2020Q1: 43,462 shares; 2020Q2: 43,072 shares 43,072 $2.22M 0.08% -390 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; 2018Q3: restricted; 2018Q4: 58,191 shares; 2019Q1: 57,821 shares; 2019Q2: 57,610 shares; 2019Q3: 58,310 shares; 2019Q4: 54,882 shares; 2020Q1: 55,461 shares; 2020Q2: 56,988 shares 56,988 $2.22M 0.08% +1,527 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 18,582 shares; 2019Q1: 23,198 shares; 2019Q2: 15,177 shares; 2019Q3: 15,365 shares; 2019Q4: 15,591 shares; 2020Q1: 14,465 shares; 2020Q2: 17,058 shares 17,058 $2.22M 0.08% +2,593 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; 2018Q3: restricted; 2018Q4: 38,920 shares; 2019Q1: 39,928 shares; 2019Q2: 42,360 shares; 2019Q3: 41,809 shares; 2019Q4: 44,755 shares; 2020Q1: 43,429 shares; 2020Q2: 47,366 shares 47,366 $2.21M 0.08% +3,937 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 17,706 shares; 2019Q1: 20,949 shares; 2019Q2: 22,371 shares; 2019Q3: 19,606 shares; 2019Q4: 18,381 shares; 2020Q1: 18,300 shares; 2020Q2: 15,614 shares 15,614 $2.21M 0.08% -2,686 Timeline ROBT 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 60,933 shares 60,933 $2.19M 0.08% new Timeline FTA 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; 2018Q3: restricted; 2018Q4: 172,071 shares; 2019Q1: 122,567 shares; 2019Q2: 119,577 shares; 2019Q3: 91,213 shares; 2019Q4: 77,249 shares; 2020Q1: 50,524 shares; 2020Q2: 47,490 shares 47,490 $2.16M 0.08% -3,034 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; 2018Q3: restricted; 2018Q4: 27,713 shares; 2019Q1: 17,538 shares; 2019Q2: 46,687 shares; 2019Q3: 47,330 shares; 2019Q4: 25,397 shares; 2020Q1: 24,477 shares; 2020Q2: 28,681 shares 28,681 $2.14M 0.08% +4,204 Timeline FTSL 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; 2018Q3: restricted; 2018Q4: 57,360 shares; 2019Q1: 57,907 shares; 2019Q2: 47,313 shares; 2019Q3: 47,123 shares; 2019Q4: 39,944 shares; 2020Q1: 44,337 shares; 2020Q2: 47,225 shares 47,225 $2.13M 0.08% +2,888 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 48,798 shares; 2019Q1: 49,460 shares; 2019Q2: 46,970 shares; 2019Q3: 44,056 shares; 2019Q4: 43,984 shares; 2020Q1: 33,210 shares; 2020Q2: 34,898 shares 34,898 $2.13M 0.08% +1,688 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 52,888 shares; 2019Q1: 48,415 shares; 2019Q2: 58,481 shares; 2019Q3: 63,759 shares; 2019Q4: 61,164 shares; 2020Q1: 68,610 shares; 2020Q2: 69,657 shares 69,657 $2.12M 0.08% +1,047 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 18,136 shares; 2019Q1: 18,309 shares; 2019Q2: 20,028 shares; 2019Q3: 18,278 shares; 2019Q4: 18,201 shares; 2020Q1: 18,162 shares; 2020Q2: 23,038 shares 23,038 $2.11M 0.08% +4,876 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,010 shares; 2019Q1: 10,847 shares; 2019Q2: 10,945 shares; 2019Q3: 8,733 shares; 2019Q4: 8,993 shares; 2020Q1: 29,941 shares; 2020Q2: 29,773 shares 29,773 $2.1M 0.08% -168 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,713 shares; 2019Q1: 1,739 shares; 2019Q2: 2,463 shares; 2019Q3: 3,222 shares; 2019Q4: 3,800 shares; 2020Q1: 5,046 shares; 2020Q2: 5,673 shares 5,673 $2.1M 0.08% +627 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; 2018Q3: restricted; 2018Q4: 219,211 shares; 2019Q1: 41,131 shares; 2019Q2: 38,189 shares; 2019Q3: 31,120 shares; 2019Q4: 36,740 shares; 2020Q1: 32,272 shares; 2020Q2: 36,568 shares 36,568 $2.09M 0.08% +4,296 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; 2018Q3: restricted; 2018Q4: 9,410 shares; 2019Q1: 12,271 shares; 2019Q2: 13,017 shares; 2019Q3: 13,479 shares; 2019Q4: 14,181 shares; 2020Q1: 13,761 shares; 2020Q2: 13,963 shares 13,963 $2.09M 0.08% +202 Timeline FFTY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 98,358 shares; 2019Q1: 114,985 shares; 2019Q2: 78,367 shares; 2019Q3: 74,877 shares; 2019Q4: 75,193 shares; 2020Q1: 62,594 shares; 2020Q2: 60,428 shares 60,428 $2.08M 0.08% -2,166 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 28,641 shares; 2019Q1: 27,970 shares; 2019Q2: 24,716 shares; 2019Q3: 15,772 shares; 2019Q4: 15,227 shares; 2020Q1: 11,577 shares; 2020Q2: 10,822 shares 10,822 $2.08M 0.08% -755 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; 2018Q3: restricted; 2018Q4: 15,190 shares; 2019Q1: 15,927 shares; 2019Q2: 15,080 shares; 2019Q3: 50,730 shares; 2019Q4: 49,748 shares; 2020Q1: 44,990 shares; 2020Q2: 34,098 shares 34,098 $2.08M 0.08% -10,892 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 248,582 shares; 2019Q1: 281,984 shares; 2019Q2: 238,679 shares; 2019Q3: 162,265 shares; 2019Q4: 156,227 shares; 2020Q1: 57,932 shares; 2020Q2: 44,380 shares 44,380 $2.08M 0.08% -13,552 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; 2018Q3: restricted; 2018Q4: 6,866 shares; 2019Q1: 11,895 shares; 2019Q2: 48,409 shares; 2019Q3: 57,324 shares; 2019Q4: 12,966 shares; 2020Q1: 11,424 shares; 2020Q2: 10,185 shares 10,185 $2.03M 0.08% -1,239 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 19,052 shares; 2019Q1: 15,621 shares; 2019Q2: 20,650 shares; 2019Q3: 23,658 shares; 2019Q4: 21,694 shares; 2020Q1: 27,148 shares; 2020Q2: 19,360 shares 19,360 $2.03M 0.08% -7,788 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; 2018Q3: restricted; 2018Q4: 122,751 shares; 2019Q1: 121,027 shares; 2019Q2: 119,760 shares; 2019Q3: 113,370 shares; 2019Q4: 111,601 shares; 2020Q1: 111,589 shares; 2020Q2: 132,846 shares 132,846 $2.02M 0.07% +21,257 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,579 shares; 2019Q1: 5,365 shares; 2019Q2: 5,737 shares; 2019Q3: 5,795 shares; 2019Q4: 6,550 shares; 2020Q1: 6,551 shares; 2020Q2: 6,549 shares 6,549 $2.01M 0.07% -2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,575 shares; 2019Q1: 3,649 shares; 2019Q2: 3,644 shares; 2019Q3: 3,089 shares; 2019Q4: 2,007 shares; 2020Q1: 1,941 shares; 2020Q2: 3,200 shares 3,200 $2M 0.07% +1,259 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 30,375 shares; 2019Q1: 36,965 shares; 2019Q2: 45,079 shares; 2019Q3: 50,733 shares; 2019Q4: 58,696 shares; 2020Q1: 41,328 shares; 2020Q2: 43,434 shares 43,434 $1.99M 0.07% +2,106 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; 2018Q3: restricted; 2018Q4: 21,836 shares; 2019Q1: 22,941 shares; 2019Q2: 22,270 shares; 2019Q3: 22,216 shares; 2019Q4: 21,951 shares; 2020Q1: 20,822 shares; 2020Q2: 20,685 shares 20,685 $1.98M 0.07% -137 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 8,450 shares; 2019Q2: 18,150 shares; 2019Q3: 21,700 shares; 2019Q4: 23,904 shares; 2020Q1: 22,798 shares; 2020Q2: 61,614 shares 61,614 $1.98M 0.07% +38,816 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,479 shares; 2019Q4: 3,128 shares; 2020Q1: 3,766 shares; 2020Q2: 4,842 shares 4,842 $1.97M 0.07% +1,076 Timeline PZA 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; 2018Q3: restricted; 2018Q4: 119,978 shares; 2019Q1: 95,221 shares; 2019Q2: 95,009 shares; 2019Q3: 95,499 shares; 2019Q4: 91,730 shares; 2020Q1: 64,179 shares; 2020Q2: 73,867 shares 73,867 $1.96M 0.07% +9,688 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 36,186 shares; 2019Q1: 39,300 shares; 2019Q2: 41,276 shares; 2019Q3: 46,803 shares; 2019Q4: 79,120 shares; 2020Q1: 52,142 shares; 2020Q2: 29,597 shares 29,597 $1.96M 0.07% -22,545 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 21,397 shares; 2019Q1: 29,882 shares; 2019Q2: 27,154 shares; 2019Q3: 26,394 shares; 2019Q4: 25,390 shares; 2020Q1: 22,664 shares; 2020Q2: 25,688 shares 25,688 $1.95M 0.07% +3,024 MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 27,917 shares; 2019Q1: 29,323 shares; 2019Q2: 28,690 shares; 2019Q3: 28,428 shares; 2019Q4: 28,449 shares; 2020Q1: 49,958 shares; 2020Q2: 43,758 shares 43,758 $1.95M 0.07% -6,200 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,736 shares; 2019Q1: 5,105 shares; 2019Q2: 5,836 shares; 2019Q3: 6,061 shares; 2019Q4: 6,284 shares; 2020Q1: 5,619 shares; 2020Q2: 5,013 shares 5,013 $1.94M 0.07% -606 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 35,132 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 40,637 shares; 2020Q2: 64,962 shares 64,962 $1.93M 0.07% +24,325 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 57,474 shares; 2019Q1: 59,429 shares; 2019Q2: 56,039 shares; 2019Q3: 55,766 shares; 2019Q4: 52,787 shares; 2020Q1: 86,510 shares; 2020Q2: 76,054 shares 76,054 $1.92M 0.07% -10,456 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 21,242 shares; 2019Q1: 20,626 shares; 2019Q2: 20,017 shares; 2019Q3: 19,311 shares; 2019Q4: 17,875 shares; 2020Q1: 19,899 shares; 2020Q2: 19,645 shares 19,645 $1.92M 0.07% -254 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 777 shares; 2019Q4: 1,093 shares; 2020Q1: 1,567 shares; 2020Q2: 3,812 shares 3,812 $1.91M 0.07% +2,245 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; 2018Q3: restricted; 2018Q4: 31,841 shares; 2019Q1: 31,728 shares; 2019Q2: 40,598 shares; 2019Q3: 36,706 shares; 2019Q4: 45,874 shares; 2020Q1: 31,950 shares; 2020Q2: 50,354 shares 50,354 $1.91M 0.07% +18,404 Timeline HUSV 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; 2018Q3: restricted; 2018Q4: 55,758 shares; 2019Q1: 85,261 shares; 2019Q2: 93,526 shares; 2019Q3: 106,594 shares; 2019Q4: 104,433 shares; 2020Q1: 69,194 shares; 2020Q2: 74,927 shares 74,927 $1.91M 0.07% +5,733 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 8,527 shares; 2019Q1: 10,690 shares; 2019Q2: 10,549 shares; 2019Q3: 9,868 shares; 2019Q4: 7,872 shares; 2020Q1: 6,417 shares; 2020Q2: 10,885 shares 10,885 $1.9M 0.07% +4,468 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,653 shares; 2019Q1: 11,819 shares; 2019Q2: 11,749 shares; 2019Q3: 12,285 shares; 2019Q4: 11,845 shares; 2020Q1: 11,105 shares; 2020Q2: 11,256 shares 11,256 $1.9M 0.07% +151 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; 2018Q3: restricted; 2018Q4: 105,869 shares; 2019Q1: 101,567 shares; 2019Q2: 109,987 shares; 2019Q3: 115,027 shares; 2019Q4: 78,407 shares; 2020Q1: 73,336 shares; 2020Q2: 81,489 shares 81,489 $1.89M 0.07% +8,153 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,329 shares; 2019Q4: 3,833 shares; 2020Q1: 4,612 shares; 2020Q2: 10,028 shares 10,028 $1.88M 0.07% +5,416 Timeline FEX 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; 2018Q3: restricted; 2018Q4: 76,208 shares; 2019Q1: 74,536 shares; 2019Q2: 58,687 shares; 2019Q3: 47,634 shares; 2019Q4: 49,130 shares; 2020Q1: 56,651 shares; 2020Q2: 31,547 shares 31,547 $1.88M 0.07% -25,104 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 19,842 shares; 2019Q1: 13,722 shares; 2019Q2: 33,807 shares; 2019Q3: 29,913 shares; 2019Q4: 27,021 shares; 2020Q1: 47,580 shares; 2020Q2: 16,922 shares 16,922 $1.87M 0.07% -30,658 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; 2018Q3: restricted; 2018Q4: 17,784 shares; 2019Q1: 25,653 shares; 2019Q2: 28,159 shares; 2019Q3: 28,544 shares; 2019Q4: 21,699 shares; 2020Q1: 23,130 shares; 2020Q2: 59,774 shares 59,774 $1.87M 0.07% +36,644 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 28,604 shares; 2019Q1: 31,402 shares; 2019Q2: 32,260 shares; 2019Q3: 32,607 shares; 2019Q4: 27,463 shares; 2020Q1: 27,911 shares; 2020Q2: 27,631 shares 27,631 $1.87M 0.07% -280 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; 2018Q3: restricted; 2018Q4: 71,832 shares; 2019Q1: 78,824 shares; 2019Q2: 77,520 shares; 2019Q3: 70,223 shares; 2019Q4: 74,963 shares; 2020Q1: 77,011 shares; 2020Q2: 73,687 shares 73,687 $1.87M 0.07% -3,324 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 119,094 shares; 2019Q1: 117,920 shares; 2019Q2: 83,622 shares; 2019Q3: 80,102 shares; 2019Q4: 95,412 shares; 2020Q1: 40,111 shares; 2020Q2: 36,916 shares 36,916 $1.87M 0.07% -3,195 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,677 shares; 2019Q1: 1,890 shares; 2019Q2: 1,740 shares; 2019Q3: 1,803 shares; 2019Q4: 1,891 shares; 2020Q1: 2,027 shares; 2020Q2: 1,964 shares 1,964 $1.86M 0.07% -63 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 51,483 shares; 2019Q1: 48,942 shares; 2019Q2: 48,247 shares; 2019Q3: 46,121 shares; 2019Q4: 49,918 shares; 2020Q1: 44,342 shares; 2020Q2: 45,658 shares 45,658 $1.86M 0.07% +1,316 LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 29,549 shares; 2019Q1: 31,370 shares; 2019Q2: 30,386 shares; 2019Q3: 22,455 shares; 2019Q4: 23,134 shares; 2020Q1: 38,471 shares; 2020Q2: 54,321 shares 54,321 $1.86M 0.07% +15,850 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; 2018Q3: restricted; 2018Q4: 1,860 shares; 2019Q1: 1,884 shares; 2019Q2: 2,203 shares; 2019Q3: 2,149 shares; 2019Q4: 2,358 shares; 2020Q1: 2,552 shares; 2020Q2: 12,961 shares 12,961 $1.84M 0.07% +10,409 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 91,868 shares; 2019Q1: 63,969 shares; 2019Q2: 59,432 shares; 2019Q3: 56,067 shares; 2019Q4: 52,749 shares; 2020Q1: 67,665 shares; 2020Q2: 60,137 shares 60,137 $1.83M 0.07% -7,528 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; 2018Q3: restricted; 2018Q4: 17,992 shares; 2019Q1: 22,629 shares; 2019Q2: 22,140 shares; 2019Q3: 21,827 shares; 2019Q4: 24,906 shares; 2020Q1: 30,801 shares; 2020Q2: 35,419 shares 35,419 $1.83M 0.07% +4,618 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 4,166 shares; 2019Q3: 7,642 shares; 2019Q4: 16,510 shares; 2020Q1: 21,204 shares; 2020Q2: 25,549 shares 25,549 $1.82M 0.07% +4,345 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,389 shares; 2019Q1: 2,436 shares; 2019Q2: 2,317 shares; 2019Q3: 2,102 shares; 2019Q4: 2,252 shares; 2020Q1: 14,092 shares; 2020Q2: 14,054 shares 14,054 $1.82M 0.07% -38 Timeline FNY 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; 2018Q3: restricted; 2018Q4: 8,255 shares; 2019Q1: 8,008 shares; 2019Q2: 12,344 shares; 2019Q3: 39,872 shares; 2019Q4: 47,122 shares; 2020Q1: 52,391 shares; 2020Q2: 37,780 shares 37,780 $1.81M 0.07% -14,611 Timeline BLUEROCK RESIDENTIAL GWT REI BLUEROCK RESIDENTIAL GWT REI More: the full row for BLUEROCK RESIDENTIAL GWT REI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 222,822 shares 222,822 $1.8M 0.07% new CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,308 shares; 2019Q1: 4,168 shares; 2019Q2: 5,670 shares; 2019Q3: 9,178 shares; 2019Q4: 8,790 shares; 2020Q1: 9,313 shares; 2020Q2: 9,565 shares 9,565 $1.79M 0.07% +252 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 22,772 shares; 2020Q2: 24,000 shares 24,000 $1.79M 0.07% +1,228 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 30,498 shares; 2019Q1: 42,989 shares; 2019Q2: 15,809 shares; 2019Q3: 17,152 shares; 2019Q4: 30,390 shares; 2020Q1: 25,772 shares; 2020Q2: 19,520 shares 19,520 $1.78M 0.07% -6,252 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 36,551 shares; 2019Q1: 44,228 shares; 2019Q2: 50,480 shares; 2019Q3: 53,989 shares; 2019Q4: 56,735 shares; 2020Q1: 70,156 shares; 2020Q2: 29,500 shares 29,500 $1.78M 0.07% -40,656 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; 2018Q3: restricted; 2018Q4: 35,394 shares; 2019Q1: 30,647 shares; 2019Q2: 22,790 shares; 2019Q3: 15,788 shares; 2019Q4: 14,307 shares; 2020Q1: 19,216 shares; 2020Q2: 13,908 shares 13,908 $1.78M 0.07% -5,308 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,797 shares; 2019Q4: 2,716 shares; 2020Q1: 3,468 shares; 2020Q2: 4,370 shares 4,370 $1.77M 0.07% +902 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,139 shares; 2019Q1: 7,348 shares; 2019Q2: 7,341 shares; 2019Q3: 6,931 shares; 2019Q4: 7,671 shares; 2020Q1: 8,289 shares; 2020Q2: 8,068 shares 8,068 $1.73M 0.06% -221 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,786 shares; 2019Q1: 7,051 shares; 2019Q2: 7,133 shares; 2019Q3: 7,379 shares; 2019Q4: 9,552 shares; 2020Q1: 7,905 shares; 2020Q2: 10,142 shares 10,142 $1.73M 0.06% +2,237 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 8,645 shares; 2019Q1: 10,232 shares; 2019Q2: 10,729 shares; 2019Q3: 11,137 shares; 2019Q4: 11,793 shares; 2020Q1: 10,674 shares; 2020Q2: 16,871 shares 16,871 $1.72M 0.06% +6,197 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,528 shares; 2019Q1: 11,390 shares; 2019Q2: 11,767 shares; 2019Q3: 11,425 shares; 2019Q4: 10,587 shares; 2020Q1: 10,649 shares; 2020Q2: 10,927 shares 10,927 $1.72M 0.06% +278 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 20,344 shares; 2019Q1: 22,894 shares; 2019Q2: 35,757 shares; 2019Q3: 21,137 shares; 2019Q4: 22,315 shares; 2020Q1: 27,374 shares; 2020Q2: 33,976 shares 33,976 $1.71M 0.06% +6,602 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 35,909 shares; 2019Q1: 35,214 shares; 2019Q2: 36,623 shares; 2019Q3: 36,179 shares; 2019Q4: 37,952 shares; 2020Q1: 38,970 shares; 2020Q2: 31,859 shares 31,859 $1.71M 0.06% -7,111 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,888 shares; 2019Q1: 6,750 shares; 2019Q2: 7,186 shares; 2019Q3: 7,103 shares; 2019Q4: 6,652 shares; 2020Q1: 4,356 shares; 2020Q2: 14,228 shares 14,228 $1.7M 0.06% +9,872 Timeline EMLP 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; 2018Q3: restricted; 2018Q4: 35,280 shares; 2019Q1: 33,981 shares; 2019Q2: 37,469 shares; 2019Q3: 34,863 shares; 2019Q4: 37,688 shares; 2020Q1: 48,279 shares; 2020Q2: 84,806 shares 84,806 $1.69M 0.06% +36,527 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; 2018Q3: restricted; 2018Q4: 19,700 shares; 2019Q1: 20,343 shares; 2019Q2: 21,640 shares; 2019Q3: 27,875 shares; 2019Q4: 30,561 shares; 2020Q1: 32,652 shares; 2020Q2: 32,564 shares 32,564 $1.66M 0.06% -88 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; 2018Q3: restricted; 2018Q4: 19,642 shares; 2019Q1: 22,155 shares; 2019Q2: 20,702 shares; 2019Q3: 15,244 shares; 2019Q4: 14,820 shares; 2020Q1: 15,883 shares; 2020Q2: 15,601 shares 15,601 $1.65M 0.06% -282 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,345 shares; 2019Q4: 33,910 shares; 2020Q1: 38,783 shares; 2020Q2: 40,230 shares 40,230 $1.64M 0.06% +1,447 Timeline CENTURYLINK INC CENTURYLINK INC More: the full row for CENTURYLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 105,769 shares; 2019Q1: 156,060 shares; 2019Q2: 153,572 shares; 2019Q3: 155,817 shares; 2019Q4: 156,364 shares; 2020Q1: 153,193 shares; 2020Q2: 163,423 shares 163,423 $1.64M 0.06% +10,230 ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 18,538 shares; 2019Q1: 18,336 shares; 2019Q2: 19,267 shares; 2019Q3: 19,807 shares; 2019Q4: 19,006 shares; 2020Q1: 16,103 shares; 2020Q2: 18,700 shares 18,700 $1.64M 0.06% +2,597 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; 2018Q3: restricted; 2018Q4: 7,135 shares; 2019Q1: 7,516 shares; 2019Q2: 8,129 shares; 2019Q3: 8,001 shares; 2019Q4: 7,478 shares; 2020Q1: 7,136 shares; 2020Q2: 6,793 shares 6,793 $1.63M 0.06% -343 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 48,620 shares; 2019Q1: 70,528 shares; 2019Q2: 88,397 shares; 2019Q3: 84,772 shares; 2019Q4: 61,750 shares; 2020Q1: 15,001 shares; 2020Q2: 12,378 shares 12,378 $1.62M 0.06% -2,623 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 21,798 shares; 2019Q3: 83,201 shares; 2019Q4: 70,006 shares; 2020Q1: 23,503 shares; 2020Q2: 15,851 shares 15,851 $1.6M 0.06% -7,652 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,657 shares; 2019Q2: not reported; 2019Q3: 2,251 shares; 2019Q4: 2,224 shares; 2020Q1: 2,923 shares; 2020Q2: 8,036 shares 8,036 $1.6M 0.06% +5,113 STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,151 shares; 2019Q1: 11,890 shares; 2019Q2: 12,424 shares; 2019Q3: 67,707 shares; 2019Q4: 61,359 shares; 2020Q1: 28,188 shares; 2020Q2: 25,032 shares 25,032 $1.59M 0.06% -3,156 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 9,497 shares; 2019Q1: 7,770 shares; 2019Q2: 7,154 shares; 2019Q3: 6,442 shares; 2019Q4: 5,079 shares; 2020Q1: 5,505 shares; 2020Q2: 4,909 shares 4,909 $1.59M 0.06% -596 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 9,261 shares; 2019Q4: 37,010 shares; 2020Q1: 20,349 shares; 2020Q2: 42,668 shares 42,668 $1.56M 0.06% +22,319 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; 2018Q3: restricted; 2018Q4: 127,134 shares; 2019Q1: 128,933 shares; 2019Q2: 111,121 shares; 2019Q3: 78,985 shares; 2019Q4: 57,002 shares; 2020Q1: 29,749 shares; 2020Q2: 30,784 shares 30,784 $1.56M 0.06% +1,035 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,849 shares; 2019Q1: 7,178 shares; 2019Q2: 7,525 shares; 2019Q3: 7,984 shares; 2019Q4: 8,202 shares; 2020Q1: 8,110 shares; 2020Q2: 7,848 shares 7,848 $1.56M 0.06% -262 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 9,830 shares; 2019Q1: 9,767 shares; 2019Q2: 10,628 shares; 2019Q3: 10,888 shares; 2019Q4: 10,218 shares; 2020Q1: 9,662 shares; 2020Q2: 25,257 shares 25,257 $1.56M 0.06% +15,595 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; 2018Q3: restricted; 2018Q4: 15,229 shares; 2019Q1: 14,233 shares; 2019Q2: 15,786 shares; 2019Q3: 15,967 shares; 2019Q4: 15,914 shares; 2020Q1: 18,235 shares; 2020Q2: 16,084 shares 16,084 $1.53M 0.06% -2,151 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,990 shares; 2019Q1: 7,526 shares; 2019Q2: 7,217 shares; 2019Q3: 5,537 shares; 2019Q4: 5,538 shares; 2020Q1: 5,601 shares; 2020Q2: 5,923 shares 5,923 $1.53M 0.06% +322 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 14,063 shares; 2019Q1: 12,321 shares; 2019Q2: 14,239 shares; 2019Q3: 12,278 shares; 2019Q4: 32,075 shares; 2020Q1: 58,877 shares; 2020Q2: 39,386 shares 39,386 $1.5M 0.06% -19,491 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 20,660 shares; 2019Q1: 11,949 shares; 2019Q2: 12,330 shares; 2019Q3: 10,332 shares; 2019Q4: 11,561 shares; 2020Q1: 18,902 shares; 2020Q2: 27,093 shares 27,093 $1.49M 0.05% +8,191 VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,367 shares; 2019Q4: 5,347 shares; 2020Q1: 5,089 shares; 2020Q2: 6,326 shares 6,326 $1.48M 0.05% +1,237 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 3,943 shares; 2019Q4: 4,338 shares; 2020Q1: 6,189 shares; 2020Q2: 7,393 shares 7,393 $1.48M 0.05% +1,204 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 22,987 shares; 2019Q1: 18,879 shares; 2019Q2: 18,302 shares; 2019Q3: 19,248 shares; 2019Q4: 14,103 shares; 2020Q1: 14,857 shares; 2020Q2: 13,247 shares 13,247 $1.48M 0.05% -1,610 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,269 shares; 2019Q1: 8,346 shares; 2019Q2: 7,143 shares; 2019Q3: 8,343 shares; 2019Q4: 19,401 shares; 2020Q1: 6,997 shares; 2020Q2: 8,889 shares 8,889 $1.46M 0.05% +1,892 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 15,925 shares; 2019Q1: 17,563 shares; 2019Q2: 17,223 shares; 2019Q3: 18,165 shares; 2019Q4: 59,201 shares; 2020Q1: 51,138 shares; 2020Q2: 44,762 shares 44,762 $1.46M 0.05% -6,376 MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,547 shares; 2019Q1: 3,861 shares; 2019Q2: 4,987 shares; 2019Q3: 5,329 shares; 2019Q4: 6,903 shares; 2020Q1: 17,205 shares; 2020Q2: 13,230 shares 13,230 $1.45M 0.05% -3,975 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 33,035 shares; 2019Q1: 18,634 shares; 2019Q2: 19,338 shares; 2019Q3: 19,389 shares; 2019Q4: 21,633 shares; 2020Q1: 21,008 shares; 2020Q2: 19,357 shares 19,357 $1.45M 0.05% -1,651 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,872 shares; 2019Q1: 5,219 shares; 2019Q2: 6,401 shares; 2019Q3: 6,297 shares; 2019Q4: 6,213 shares; 2020Q1: 5,860 shares; 2020Q2: 5,486 shares 5,486 $1.44M 0.05% -374 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 51,602 shares; 2019Q1: 52,317 shares; 2019Q2: 65,769 shares; 2019Q3: 76,502 shares; 2019Q4: 64,103 shares; 2020Q1: 31,136 shares; 2020Q2: 34,007 shares 34,007 $1.44M 0.05% +2,871 EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 638 shares; 2019Q4: not reported; 2020Q1: 34,907 shares; 2020Q2: 43,407 shares 43,407 $1.44M 0.05% +8,500 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 43,296 shares; 2019Q1: 51,696 shares; 2019Q2: 53,396 shares; 2019Q3: 58,896 shares; 2019Q4: 60,596 shares; 2020Q1: 85,121 shares; 2020Q2: 84,421 shares 84,421 $1.43M 0.05% -700 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 32,941 shares; 2019Q1: 33,293 shares; 2019Q2: 32,941 shares; 2019Q3: 32,303 shares; 2019Q4: 36,374 shares; 2020Q1: 27,954 shares; 2020Q2: 27,168 shares 27,168 $1.43M 0.05% -786 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 15,607 shares; 2019Q1: 34,079 shares; 2019Q2: 40,598 shares; 2019Q3: 30,130 shares; 2019Q4: 39,577 shares; 2020Q1: 56,710 shares; 2020Q2: 67,685 shares 67,685 $1.42M 0.05% +10,975 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; 2018Q3: restricted; 2018Q4: 107,081 shares; 2019Q1: 59,377 shares; 2019Q2: 39,207 shares; 2019Q3: 34,626 shares; 2019Q4: 33,260 shares; 2020Q1: 24,266 shares; 2020Q2: 40,032 shares 40,032 $1.42M 0.05% +15,766 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,569 shares; 2019Q1: 10,798 shares; 2019Q2: 10,602 shares; 2019Q3: 10,718 shares; 2019Q4: 10,573 shares; 2020Q1: 10,576 shares; 2020Q2: 10,346 shares 10,346 $1.42M 0.05% -230 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; 2018Q3: restricted; 2018Q4: 102,175 shares; 2019Q1: 76,487 shares; 2019Q2: 167,238 shares; 2019Q3: 163,240 shares; 2019Q4: 114,389 shares; 2020Q1: 36,622 shares; 2020Q2: 14,090 shares 14,090 $1.42M 0.05% -22,532 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 38,802 shares; 2019Q1: 41,765 shares; 2019Q2: 35,516 shares; 2019Q3: 29,451 shares; 2019Q4: 27,380 shares; 2020Q1: 24,288 shares; 2020Q2: 22,948 shares 22,948 $1.42M 0.05% -1,340 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 9,578 shares; 2019Q1: 11,995 shares; 2019Q2: 10,489 shares; 2019Q3: 9,620 shares; 2019Q4: 16,795 shares; 2020Q1: 12,761 shares; 2020Q2: 12,788 shares 12,788 $1.41M 0.05% +27 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,539 shares; 2019Q1: 10,658 shares; 2019Q2: 10,033 shares; 2019Q3: 8,713 shares; 2019Q4: 5,962 shares; 2020Q1: 5,647 shares; 2020Q2: 5,254 shares 5,254 $1.41M 0.05% -393 Timeline LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC More: the full row for LIBERTY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 78,275 shares; 2019Q1: 99,198 shares; 2019Q2: 99,134 shares; 2019Q3: 97,804 shares; 2019Q4: 98,848 shares; 2020Q1: 97,105 shares; 2020Q2: 65,369 shares 65,369 $1.41M 0.05% -31,736 SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 29,727 shares; 2019Q1: 32,215 shares; 2019Q2: 33,009 shares; 2019Q3: 33,300 shares; 2019Q4: 32,679 shares; 2020Q1: 30,991 shares; 2020Q2: 28,906 shares 28,906 $1.4M 0.05% -2,085 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; 2018Q3: restricted; 2018Q4: 1,490 shares; 2019Q1: 1,429 shares; 2019Q2: 1,552 shares; 2019Q3: 1,687 shares; 2019Q4: 2,051 shares; 2020Q1: 2,074 shares; 2020Q2: 2,454 shares 2,454 $1.4M 0.05% +380 Timeline INNOVATOR ETFS TR II INNOVATOR ETFS TR II More: the full row for INNOVATOR ETFS TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 8,787 shares; 2019Q2: 17,480 shares; 2019Q3: 25,030 shares; 2019Q4: 59,630 shares; 2020Q1: 60,830 shares; 2020Q2: 59,800 shares 59,800 $1.39M 0.05% -1,030 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 21,227 shares; 2019Q3: 22,495 shares; 2019Q4: 25,833 shares; 2020Q1: 53,533 shares; 2020Q2: 44,671 shares 44,671 $1.39M 0.05% -8,862 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; 2018Q3: restricted; 2018Q4: 9,789 shares; 2019Q1: 10,513 shares; 2019Q2: 10,676 shares; 2019Q3: 11,732 shares; 2019Q4: 12,568 shares; 2020Q1: 13,145 shares; 2020Q2: 13,127 shares 13,127 $1.38M 0.05% -18 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 3,258 shares; 2019Q4: 8,357 shares; 2020Q1: 8,255 shares; 2020Q2: 8,009 shares 8,009 $1.38M 0.05% -246 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 4,887 shares; 2019Q2: 5,025 shares; 2019Q3: 5,048 shares; 2019Q4: 4,907 shares; 2020Q1: 16,420 shares; 2020Q2: 17,804 shares 17,804 $1.38M 0.05% +1,384 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 44,028 shares; 2019Q1: 44,178 shares; 2019Q2: 42,829 shares; 2019Q3: 42,729 shares; 2019Q4: 45,631 shares; 2020Q1: 49,651 shares; 2020Q2: 49,175 shares 49,175 $1.37M 0.05% -476 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 64,609 shares; 2019Q3: 64,030 shares; 2019Q4: 61,482 shares; 2020Q1: 57,921 shares; 2020Q2: 53,939 shares 53,939 $1.36M 0.05% -3,982 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 19,338 shares; 2019Q1: 17,273 shares; 2019Q2: 16,978 shares; 2019Q3: 15,089 shares; 2019Q4: 14,625 shares; 2020Q1: 16,612 shares; 2020Q2: 15,486 shares 15,486 $1.35M 0.05% -1,126 Timeline GXC 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; 2018Q3: restricted; 2018Q4: 12,997 shares; 2019Q1: 12,091 shares; 2019Q2: 11,116 shares; 2019Q3: 10,520 shares; 2019Q4: 10,504 shares; 2020Q1: 13,210 shares; 2020Q2: 12,832 shares 12,832 $1.35M 0.05% -378 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 21,434 shares; 2019Q1: 21,432 shares; 2019Q2: 21,282 shares; 2019Q3: 20,866 shares; 2019Q4: 20,837 shares; 2020Q1: 21,044 shares; 2020Q2: 21,475 shares 21,475 $1.34M 0.05% +431 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; 2018Q3: restricted; 2018Q4: 9,189 shares; 2019Q1: 8,961 shares; 2019Q2: 8,338 shares; 2019Q3: 7,556 shares; 2019Q4: 7,214 shares; 2020Q1: 6,719 shares; 2020Q2: 8,930 shares 8,930 $1.33M 0.05% +2,211 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 10,459 shares; 2019Q1: 10,757 shares; 2019Q2: 10,384 shares; 2019Q3: 10,666 shares; 2019Q4: 10,179 shares; 2020Q1: 8,149 shares; 2020Q2: 7,945 shares 7,945 $1.33M 0.05% -204 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 18,438 shares; 2019Q1: 21,064 shares; 2019Q2: 16,859 shares; 2019Q3: 15,707 shares; 2019Q4: 32,760 shares; 2020Q1: 38,830 shares; 2020Q2: 41,506 shares 41,506 $1.32M 0.05% +2,676 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 733 shares; 2019Q4: 1,117 shares; 2020Q1: 1,480 shares; 2020Q2: 1,861 shares 1,861 $1.32M 0.05% +381 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 53,146 shares 53,146 $1.32M 0.05% new 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; 2018Q3: restricted; 2018Q4: 31,157 shares; 2019Q1: 19,250 shares; 2019Q2: 19,577 shares; 2019Q3: 20,038 shares; 2019Q4: 23,103 shares; 2020Q1: 24,315 shares; 2020Q2: 23,999 shares 23,999 $1.32M 0.05% -316 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,309 shares; 2019Q1: 7,917 shares; 2019Q2: 9,129 shares; 2019Q3: 9,707 shares; 2019Q4: 9,452 shares; 2020Q1: 9,878 shares; 2020Q2: 10,210 shares 10,210 $1.31M 0.05% +332 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 32,073 shares; 2019Q1: 33,978 shares; 2019Q2: 31,795 shares; 2019Q3: 29,780 shares; 2019Q4: 23,119 shares; 2020Q1: 23,014 shares; 2020Q2: 25,534 shares 25,534 $1.31M 0.05% +2,520 Timeline APARTMENT INVT & MGMT CO APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 5,623 shares; 2019Q3: 7,940 shares; 2019Q4: 25,062 shares; 2020Q1: 30,080 shares; 2020Q2: 34,079 shares 34,079 $1.28M 0.05% +3,999 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; 2018Q3: restricted; 2018Q4: 29,418 shares; 2019Q1: 27,755 shares; 2019Q2: 28,904 shares; 2019Q3: 25,720 shares; 2019Q4: 22,291 shares; 2020Q1: 14,041 shares; 2020Q2: 14,211 shares 14,211 $1.28M 0.05% +170 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; 2018Q3: restricted; 2018Q4: 286,653 shares; 2019Q1: 220,810 shares; 2019Q2: 241,756 shares; 2019Q3: 165,976 shares; 2019Q4: 173,513 shares; 2020Q1: 80,511 shares; 2020Q2: 25,815 shares 25,815 $1.28M 0.05% -54,696 Timeline VEREIT INC VEREIT INC More: the full row for VEREIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 294,017 shares; 2019Q1: 304,164 shares; 2019Q2: 306,651 shares; 2019Q3: 305,072 shares; 2019Q4: 218,515 shares; 2020Q1: 185,296 shares; 2020Q2: 199,122 shares 199,122 $1.28M 0.05% +13,826 FYX 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; 2018Q3: restricted; 2018Q4: 65,077 shares; 2019Q1: 34,504 shares; 2019Q2: 34,568 shares; 2019Q3: 33,163 shares; 2019Q4: 30,751 shares; 2020Q1: 38,653 shares; 2020Q2: 23,566 shares 23,566 $1.28M 0.05% -15,087 Timeline RDIV 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 45,251 shares; 2019Q3: 45,520 shares; 2019Q4: 49,106 shares; 2020Q1: 55,096 shares; 2020Q2: 46,272 shares 46,272 $1.27M 0.05% -8,824 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 54,616 shares; 2019Q1: 54,524 shares; 2019Q2: 52,585 shares; 2019Q3: 49,049 shares; 2019Q4: 50,616 shares; 2020Q1: 35,231 shares; 2020Q2: 36,089 shares 36,089 $1.27M 0.05% +858 Timeline 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; 2018Q3: restricted; 2018Q4: 548,808 shares; 2019Q1: 931,238 shares; 2019Q2: 673,653 shares; 2019Q3: 280,466 shares; 2019Q4: 44,160 shares; 2020Q1: 39,787 shares; 2020Q2: 41,666 shares 41,666 $1.27M 0.05% +1,879 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 19,529 shares; 2020Q1: 24,149 shares; 2020Q2: 31,669 shares 31,669 $1.26M 0.05% +7,520 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 422 shares; 2019Q4: 382 shares; 2020Q1: 454 shares; 2020Q2: 1,789 shares 1,789 $1.26M 0.05% +1,335 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 6,428 shares; 2020Q1: not reported; 2020Q2: 76,445 shares 76,445 $1.25M 0.05% new 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; 2018Q3: restricted; 2018Q4: 105,200 shares; 2019Q1: 7,040 shares; 2019Q2: 6,348 shares; 2019Q3: 6,344 shares; 2019Q4: 9,525 shares; 2020Q1: 19,480 shares; 2020Q2: 25,083 shares 25,083 $1.25M 0.05% +5,603 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; 2018Q3: restricted; 2018Q4: 15,685 shares; 2019Q1: 20,739 shares; 2019Q2: 20,783 shares; 2019Q3: 14,078 shares; 2019Q4: 15,963 shares; 2020Q1: 24,882 shares; 2020Q2: 32,127 shares 32,127 $1.25M 0.05% +7,245 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,886 shares; 2019Q1: 16,316 shares; 2019Q2: 17,034 shares; 2019Q3: 18,739 shares; 2019Q4: 19,635 shares; 2020Q1: 19,339 shares; 2020Q2: 20,447 shares 20,447 $1.24M 0.05% +1,108 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 43,873 shares; 2020Q2: 46,997 shares 46,997 $1.24M 0.05% +3,124 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,688 shares; 2019Q1: 8,799 shares; 2019Q2: 8,490 shares; 2019Q3: 6,540 shares; 2019Q4: 5,624 shares; 2020Q1: 6,401 shares; 2020Q2: 6,483 shares 6,483 $1.24M 0.05% +82 Timeline FNX 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; 2018Q3: restricted; 2018Q4: 34,278 shares; 2019Q1: 31,604 shares; 2019Q2: 28,118 shares; 2019Q3: 28,420 shares; 2019Q4: 24,086 shares; 2020Q1: 24,975 shares; 2020Q2: 19,706 shares 19,706 $1.23M 0.05% -5,269 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; 2018Q3: restricted; 2018Q4: 13,469 shares; 2019Q1: 18,618 shares; 2019Q2: 19,231 shares; 2019Q3: 19,708 shares; 2019Q4: 19,466 shares; 2020Q1: 15,372 shares; 2020Q2: 14,005 shares 14,005 $1.23M 0.05% -1,367 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,276 shares; 2020Q1: 5,241 shares; 2020Q2: 6,426 shares 6,426 $1.23M 0.05% +1,185 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,067 shares; 2019Q1: 11,683 shares; 2019Q2: 11,767 shares; 2019Q3: 10,912 shares; 2019Q4: 11,325 shares; 2020Q1: 11,318 shares; 2020Q2: 12,755 shares 12,755 $1.22M 0.05% +1,437 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 44,740 shares 44,740 $1.22M 0.05% new Timeline FUMB 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 49,875 shares; 2019Q2: 49,875 shares; 2019Q3: 49,875 shares; 2019Q4: 57,038 shares; 2020Q1: 59,996 shares; 2020Q2: 59,064 shares 59,064 $1.19M 0.04% -932 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; 2018Q3: restricted; 2018Q4: 18,225 shares; 2019Q1: 18,225 shares; 2019Q2: 19,822 shares; 2019Q3: 22,572 shares; 2019Q4: 22,511 shares; 2020Q1: 22,285 shares; 2020Q2: 22,635 shares 22,635 $1.18M 0.04% +350 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 32,636 shares; 2019Q3: 27,608 shares; 2019Q4: 26,150 shares; 2020Q1: 26,272 shares; 2020Q2: 28,946 shares 28,946 $1.18M 0.04% +2,674 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 16,179 shares; 2019Q1: 18,159 shares; 2019Q2: 19,516 shares; 2019Q3: 22,329 shares; 2019Q4: 22,967 shares; 2020Q1: 26,234 shares; 2020Q2: 28,183 shares 28,183 $1.18M 0.04% +1,949 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 31,112 shares; 2019Q1: 31,973 shares; 2019Q2: 30,242 shares; 2019Q3: 33,051 shares; 2019Q4: 30,947 shares; 2020Q1: 30,149 shares; 2020Q2: 35,299 shares 35,299 $1.17M 0.04% +5,150 Timeline SPX FLOW INC COM SPX FLOW INC COM More: the full row for SPX FLOW INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 21,493 shares; 2019Q1: 22,125 shares; 2019Q2: 22,055 shares; 2019Q3: 21,678 shares; 2019Q4: 18,289 shares; 2020Q1: 34,339 shares; 2020Q2: 31,322 shares 31,322 $1.17M 0.04% -3,017 VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 22,495 shares; 2019Q1: 22,483 shares; 2019Q2: 31,644 shares; 2019Q3: 31,111 shares; 2019Q4: 25,322 shares; 2020Q1: 21,180 shares; 2020Q2: 19,725 shares 19,725 $1.16M 0.04% -1,455 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 40,318 shares; 2019Q1: 40,231 shares; 2019Q2: 40,143 shares; 2019Q3: 36,304 shares; 2019Q4: 32,268 shares; 2020Q1: 31,189 shares; 2020Q2: 29,657 shares 29,657 $1.16M 0.04% -1,532 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 517,662 shares; 2019Q1: 220,916 shares; 2019Q2: 220,451 shares; 2019Q3: 198,178 shares; 2019Q4: 178,286 shares; 2020Q1: 188,013 shares; 2020Q2: 168,845 shares 168,845 $1.15M 0.04% -19,168 DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,596 shares; 2019Q1: 7,187 shares; 2019Q2: 6,553 shares; 2019Q3: 6,928 shares; 2019Q4: 6,765 shares; 2020Q1: 7,866 shares; 2020Q2: 8,579 shares 8,579 $1.15M 0.04% +713 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 51,142 shares; 2019Q1: 38,942 shares; 2019Q2: 38,009 shares; 2019Q3: 37,309 shares; 2019Q4: 34,313 shares; 2020Q1: 31,938 shares; 2020Q2: 31,699 shares 31,699 $1.15M 0.04% -239 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 45,787 shares; 2019Q1: 44,087 shares; 2019Q2: 43,655 shares; 2019Q3: 42,385 shares; 2019Q4: 40,367 shares; 2020Q1: 38,568 shares; 2020Q2: 37,281 shares 37,281 $1.15M 0.04% -1,287 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,325 shares; 2019Q1: 3,482 shares; 2019Q2: 3,338 shares; 2019Q3: 2,833 shares; 2019Q4: 1,961 shares; 2020Q1: not reported; 2020Q2: 4,444 shares 4,444 $1.15M 0.04% new 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; 2018Q3: restricted; 2018Q4: 8,167 shares; 2019Q1: 10,002 shares; 2019Q2: 10,944 shares; 2019Q3: 11,518 shares; 2019Q4: 11,230 shares; 2020Q1: 11,997 shares; 2020Q2: 10,946 shares 10,946 $1.14M 0.04% -1,051 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,103 shares; 2019Q1: 2,484 shares; 2019Q2: 2,688 shares; 2019Q3: 3,567 shares; 2019Q4: 4,153 shares; 2020Q1: 2,956 shares; 2020Q2: 3,642 shares 3,642 $1.14M 0.04% +686 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,814 shares; 2019Q1: 7,211 shares; 2019Q2: 5,539 shares; 2019Q3: 5,166 shares; 2019Q4: 5,474 shares; 2020Q1: 4,443 shares; 2020Q2: 6,380 shares 6,380 $1.13M 0.04% +1,937 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; 2018Q3: restricted; 2018Q4: 24,852 shares; 2019Q1: 16,003 shares; 2019Q2: 53,422 shares; 2019Q3: 24,148 shares; 2019Q4: 21,487 shares; 2020Q1: 16,104 shares; 2020Q2: 10,009 shares 10,009 $1.12M 0.04% -6,095 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,950 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5,256 shares; 2020Q2: 4,397 shares 4,397 $1.11M 0.04% -859 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 8,893 shares; 2019Q1: 10,391 shares; 2019Q2: 12,727 shares; 2019Q3: 14,691 shares; 2019Q4: 10,076 shares; 2020Q1: 8,382 shares; 2020Q2: 7,938 shares 7,938 $1.11M 0.04% -444 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 27,871 shares; 2019Q1: 36,974 shares; 2019Q2: 38,667 shares; 2019Q3: 42,156 shares; 2019Q4: 46,047 shares; 2020Q1: 49,730 shares; 2020Q2: 42,998 shares 42,998 $1.11M 0.04% -6,732 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 34,181 shares; 2019Q4: 37,917 shares; 2020Q1: 11,347 shares; 2020Q2: 13,818 shares 13,818 $1.1M 0.04% +2,471 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,852 shares; 2019Q1: 8,487 shares; 2019Q2: 8,201 shares; 2019Q3: 14,267 shares; 2019Q4: 14,613 shares; 2020Q1: 15,215 shares; 2020Q2: 16,472 shares 16,472 $1.1M 0.04% +1,257 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,074 shares; 2019Q1: 12,403 shares; 2019Q2: 10,373 shares; 2019Q3: 8,966 shares; 2019Q4: 9,855 shares; 2020Q1: 10,222 shares; 2020Q2: 13,775 shares 13,775 $1.1M 0.04% +3,553 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 95,318 shares; 2020Q1: 89,373 shares; 2020Q2: 88,259 shares 88,259 $1.09M 0.04% -1,114 Timeline DFEB 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 24,570 shares; 2020Q2: 36,214 shares 36,214 $1.08M 0.04% +11,644 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 24,578 shares; 2019Q2: 22,116 shares; 2019Q3: 16,675 shares; 2019Q4: not reported; 2020Q1: 47,448 shares; 2020Q2: 45,226 shares 45,226 $1.07M 0.04% -2,222 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,503 shares; 2019Q1: 14,510 shares; 2019Q2: 14,499 shares; 2019Q3: 12,807 shares; 2019Q4: 13,551 shares; 2020Q1: 15,884 shares; 2020Q2: 15,296 shares 15,296 $1.07M 0.04% -588 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5 shares; 2019Q1: 5 shares; 2019Q2: 5 shares; 2019Q3: 5 shares; 2019Q4: 4 shares; 2020Q1: 4 shares; 2020Q2: 4 shares 4 $1.07M 0.04% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 3,070 shares; 2019Q2: 4,417 shares; 2019Q3: 6,448 shares; 2019Q4: 8,612 shares; 2020Q1: 9,709 shares; 2020Q2: 10,406 shares 10,406 $1.06M 0.04% +697 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 2,940 shares; 2019Q2: not reported; 2019Q3: 2,867 shares; 2019Q4: 7,014 shares; 2020Q1: 7,192 shares; 2020Q2: 7,030 shares 7,030 $1.06M 0.04% -162 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; 2018Q3: restricted; 2018Q4: 4,620 shares; 2019Q1: 7,665 shares; 2019Q2: 9,537 shares; 2019Q3: 7,866 shares; 2019Q4: not reported; 2020Q1: 11,754 shares; 2020Q2: 17,865 shares 17,865 $1.06M 0.04% +6,111 Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 20,171 shares; 2019Q1: 24,373 shares; 2019Q2: 37,005 shares; 2019Q3: 36,356 shares; 2019Q4: 26,427 shares; 2020Q1: 40,811 shares; 2020Q2: 37,219 shares 37,219 $1.05M 0.04% -3,592 GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 81,759 shares; 2019Q1: 77,796 shares; 2019Q2: 76,459 shares; 2019Q3: 77,363 shares; 2019Q4: 81,042 shares; 2020Q1: 60,225 shares; 2020Q2: 60,814 shares 60,814 $1.02M 0.04% +589 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; 2018Q3: restricted; 2018Q4: 12,053 shares; 2019Q1: 21,644 shares; 2019Q2: 23,329 shares; 2019Q3: 25,590 shares; 2019Q4: 27,412 shares; 2020Q1: 10,764 shares; 2020Q2: 9,969 shares 9,969 $1.01M 0.04% -795 Timeline ENVESTNET INC ENVESTNET INC More: the full row for ENVESTNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 4,361 shares; 2019Q4: 6,330 shares; 2020Q1: 9,132 shares; 2020Q2: 13,762 shares 13,762 $1.01M 0.04% +4,630 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; 2018Q3: restricted; 2018Q4: 11,364 shares; 2019Q1: 11,931 shares; 2019Q2: 11,579 shares; 2019Q3: 11,411 shares; 2019Q4: 8,038 shares; 2020Q1: 7,661 shares; 2020Q2: 7,945 shares 7,945 $1.01M 0.04% +284 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 263,785 shares; 2019Q1: 269,390 shares; 2019Q2: 96,094 shares; 2019Q3: 125,715 shares; 2019Q4: 119,930 shares; 2020Q1: 56,176 shares; 2020Q2: 33,830 shares 33,830 $1.01M 0.04% -22,346 Timeline FVC 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,564 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 40,752 shares 40,752 $1.01M 0.04% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,000 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 47,233 shares 47,233 $1M 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 8,110 shares; 2019Q1: 9,759 shares; 2019Q2: 7,914 shares; 2019Q3: 7,025 shares; 2019Q4: 9,295 shares; 2020Q1: 10,791 shares; 2020Q2: 10,863 shares 10,863 $995K 0.04% +72 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 18,857 shares; 2019Q1: 19,308 shares; 2019Q2: 20,611 shares; 2019Q3: 23,580 shares; 2019Q4: 23,724 shares; 2020Q1: 21,171 shares; 2020Q2: 21,657 shares 21,657 $994K 0.04% +486 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 5,159 shares; 2019Q2: not reported; 2019Q3: 4,721 shares; 2019Q4: 3,731 shares; 2020Q1: 5,939 shares; 2020Q2: 15,473 shares 15,473 $983K 0.04% +9,534 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 100,625 shares; 2019Q1: 115,519 shares; 2019Q2: 135,614 shares; 2019Q3: 127,350 shares; 2019Q4: 114,376 shares; 2020Q1: 165,549 shares; 2020Q2: 160,558 shares 160,558 $976K 0.04% -4,991 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 9,453 shares; 2019Q1: 10,919 shares; 2019Q2: 9,553 shares; 2019Q3: 9,046 shares; 2019Q4: 9,071 shares; 2020Q1: 11,512 shares; 2020Q2: 13,724 shares 13,724 $976K 0.04% +2,212 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; 2018Q3: restricted; 2018Q4: 25,683 shares; 2019Q1: 36,488 shares; 2019Q2: 42,895 shares; 2019Q3: 51,075 shares; 2019Q4: 117,631 shares; 2020Q1: 109,521 shares; 2020Q2: 46,286 shares 46,286 $972K 0.04% -63,235 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; 2018Q3: restricted; 2018Q4: 18,337 shares; 2019Q1: 14,382 shares; 2019Q2: 14,135 shares; 2019Q3: 12,328 shares; 2019Q4: 12,179 shares; 2020Q1: 20,980 shares; 2020Q2: 14,145 shares 14,145 $972K 0.04% -6,835 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 958 shares; 2019Q1: 982 shares; 2019Q2: 805 shares; 2019Q3: 857 shares; 2019Q4: 860 shares; 2020Q1: 950 shares; 2020Q2: 981 shares 981 $967K 0.04% +31 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; 2018Q3: restricted; 2018Q4: 14,812 shares; 2019Q1: 34,334 shares; 2019Q2: 36,197 shares; 2019Q3: 35,929 shares; 2019Q4: 35,068 shares; 2020Q1: 34,563 shares; 2020Q2: 30,580 shares 30,580 $964K 0.04% -3,983 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 10,803 shares; 2020Q2: 82,588 shares 82,588 $962K 0.04% +71,785 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,002 shares; 2019Q1: 4,276 shares; 2019Q2: 7,164 shares; 2019Q3: 7,684 shares; 2019Q4: 7,668 shares; 2020Q1: 9,312 shares; 2020Q2: 10,302 shares 10,302 $961K 0.04% +990 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; 2018Q3: restricted; 2018Q4: 13,543 shares; 2019Q1: 4,339 shares; 2019Q2: not reported; 2019Q3: 2,828 shares; 2019Q4: 4,311 shares; 2020Q1: 9,763 shares; 2020Q2: 17,751 shares 17,751 $959K 0.04% +7,988 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,743 shares; 2019Q1: 4,284 shares; 2019Q2: 4,317 shares; 2019Q3: 4,824 shares; 2019Q4: 5,292 shares; 2020Q1: 4,680 shares; 2020Q2: 7,131 shares 7,131 $959K 0.04% +2,451 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; 2018Q3: restricted; 2018Q4: 10,528 shares; 2019Q1: 17,572 shares; 2019Q2: 11,899 shares; 2019Q3: 19,252 shares; 2019Q4: 20,199 shares; 2020Q1: 28,686 shares; 2020Q2: 38,056 shares 38,056 $959K 0.04% +9,370 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 9,455 shares; 2020Q1: 9,273 shares; 2020Q2: 10,404 shares 10,404 $956K 0.04% +1,131 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,602 shares; 2019Q1: 5,423 shares; 2019Q2: 7,326 shares; 2019Q3: 7,259 shares; 2019Q4: 47,884 shares; 2020Q1: 6,968 shares; 2020Q2: 5,841 shares 5,841 $955K 0.04% -1,127 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 31,497 shares; 2020Q1: 32,366 shares; 2020Q2: 33,436 shares 33,436 $948K 0.04% +1,070 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 9,321 shares; 2020Q1: 9,130 shares; 2020Q2: 10,232 shares 10,232 $945K 0.03% +1,102 AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 6,538 shares; 2019Q4: 17,551 shares; 2020Q1: 14,845 shares; 2020Q2: 17,475 shares 17,475 $941K 0.03% +2,630 Timeline Etfmg Prime Mobile Etfmg Prime Mobile More: the full row for Etfmg Prime Mobile Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,116 shares; 2019Q1: 18,156 shares; 2019Q2: 18,297 shares; 2019Q3: 18,397 shares; 2019Q4: 17,487 shares; 2020Q1: 19,087 shares; 2020Q2: 18,990 shares 18,990 $931K 0.03% -97 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; 2018Q3: restricted; 2018Q4: 3,297 shares; 2019Q1: 3,888 shares; 2019Q2: 6,010 shares; 2019Q3: 4,818 shares; 2019Q4: 6,446 shares; 2020Q1: 5,999 shares; 2020Q2: 6,235 shares 6,235 $929K 0.03% +236 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 98,158 shares; 2019Q1: 97,787 shares; 2019Q2: 93,180 shares; 2019Q3: 64,742 shares; 2019Q4: 59,643 shares; 2020Q1: 16,152 shares; 2020Q2: 14,870 shares 14,870 $922K 0.03% -1,282 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 284,139 shares; 2019Q1: 241,989 shares; 2019Q2: 258,711 shares; 2019Q3: 271,849 shares; 2019Q4: 268,225 shares; 2020Q1: 273,396 shares; 2020Q2: 156,067 shares 156,067 $921K 0.03% -117,329 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 83,385 shares; 2019Q1: 78,333 shares; 2019Q2: 88,811 shares; 2019Q3: 88,724 shares; 2019Q4: 89,154 shares; 2020Q1: 78,229 shares; 2020Q2: 81,523 shares 81,523 $919K 0.03% +3,294 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 22,538 shares; 2019Q2: 22,448 shares; 2019Q3: 23,551 shares; 2019Q4: 21,867 shares; 2020Q1: 18,465 shares; 2020Q2: 21,846 shares 21,846 $914K 0.03% +3,381 Timeline ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC More: the full row for ALEXION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,995 shares; 2019Q4: 7,807 shares; 2020Q1: 12,967 shares; 2020Q2: 8,111 shares 8,111 $910K 0.03% -4,856 GSY 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; 2018Q3: restricted; 2018Q4: 54,601 shares; 2019Q1: 35,088 shares; 2019Q2: 26,589 shares; 2019Q3: 27,518 shares; 2019Q4: 25,228 shares; 2020Q1: 21,055 shares; 2020Q2: 17,923 shares 17,923 $904K 0.03% -3,132 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 3,030 shares; 2019Q4: 4,570 shares; 2020Q1: 6,631 shares; 2020Q2: 8,134 shares 8,134 $902K 0.03% +1,503 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,996 shares; 2019Q1: 2,424 shares; 2019Q2: 2,317 shares; 2019Q3: 1,907 shares; 2019Q4: 4,102 shares; 2020Q1: 5,847 shares; 2020Q2: 5,868 shares 5,868 $900K 0.03% +21 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 143,169 shares; 2019Q1: 133,361 shares; 2019Q2: 155,998 shares; 2019Q3: 165,682 shares; 2019Q4: 139,635 shares; 2020Q1: 138,735 shares; 2020Q2: 135,810 shares 135,810 $891K 0.03% -2,925 NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 68,057 shares; 2019Q1: 68,428 shares; 2019Q2: 65,366 shares; 2019Q3: 60,666 shares; 2019Q4: 63,958 shares; 2020Q1: 62,815 shares; 2020Q2: 62,235 shares 62,235 $888K 0.03% -580 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; 2018Q3: restricted; 2018Q4: 16,947 shares; 2019Q1: 17,172 shares; 2019Q2: 17,964 shares; 2019Q3: 17,576 shares; 2019Q4: 15,128 shares; 2020Q1: 14,599 shares; 2020Q2: 17,499 shares 17,499 $885K 0.03% +2,900 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 19,257 shares; 2020Q2: 20,938 shares 20,938 $884K 0.03% +1,681 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 19,246 shares; 2019Q1: 21,642 shares; 2019Q2: 19,503 shares; 2019Q3: 22,202 shares; 2019Q4: 22,802 shares; 2020Q1: 22,031 shares; 2020Q2: 31,444 shares 31,444 $882K 0.03% +9,413 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,003 shares; 2019Q4: 1,465 shares; 2020Q1: 1,907 shares; 2020Q2: 2,522 shares 2,522 $875K 0.03% +615 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 23,893 shares; 2019Q1: 22,961 shares; 2019Q2: 23,117 shares; 2019Q3: 22,920 shares; 2019Q4: 22,766 shares; 2020Q1: 6,547 shares; 2020Q2: 6,566 shares 6,566 $873K 0.03% +19 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 8,379 shares; 2019Q1: 8,274 shares; 2019Q2: 8,011 shares; 2019Q3: 11,655 shares; 2019Q4: 12,858 shares; 2020Q1: 13,139 shares; 2020Q2: 16,263 shares 16,263 $872K 0.03% +3,124 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,138 shares; 2019Q1: 8,065 shares; 2019Q2: 7,646 shares; 2019Q3: 6,974 shares; 2019Q4: 6,867 shares; 2020Q1: 5,462 shares; 2020Q2: 6,801 shares 6,801 $870K 0.03% +1,339 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,812 shares; 2019Q1: 5,920 shares; 2019Q2: 6,540 shares; 2019Q3: 7,289 shares; 2019Q4: 7,553 shares; 2020Q1: 7,029 shares; 2020Q2: 7,363 shares 7,363 $867K 0.03% +334 Timeline FXL 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; 2018Q3: restricted; 2018Q4: 21,585 shares; 2019Q1: 22,905 shares; 2019Q2: 19,483 shares; 2019Q3: 20,817 shares; 2019Q4: 29,694 shares; 2020Q1: 14,872 shares; 2020Q2: 10,395 shares 10,395 $867K 0.03% -4,477 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,778 shares; 2019Q1: 3,612 shares; 2019Q2: 3,395 shares; 2019Q3: 3,941 shares; 2019Q4: 3,846 shares; 2020Q1: 3,314 shares; 2020Q2: 3,621 shares 3,621 $866K 0.03% +307 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 5,226 shares; 2019Q4: not reported; 2020Q1: 37,746 shares; 2020Q2: 35,579 shares 35,579 $866K 0.03% -2,167 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,111 shares; 2019Q3: 3,523 shares; 2019Q4: 3,839 shares; 2020Q1: 4,110 shares; 2020Q2: 4,487 shares 4,487 $866K 0.03% +377 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 29,006 shares; 2019Q3: 26,454 shares; 2019Q4: 22,360 shares; 2020Q1: 23,663 shares; 2020Q2: 16,244 shares 16,244 $863K 0.03% -7,419 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 678 shares; 2019Q1: 821 shares; 2019Q2: 854 shares; 2019Q3: 641 shares; 2019Q4: 596 shares; 2020Q1: 616 shares; 2020Q2: 540 shares 540 $860K 0.03% -76 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 3,298 shares; 2019Q2: 3,223 shares; 2019Q3: 3,859 shares; 2019Q4: 3,706 shares; 2020Q1: 4,131 shares; 2020Q2: 3,176 shares 3,176 $860K 0.03% -955 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; 2018Q3: restricted; 2018Q4: 15,006 shares; 2019Q1: 10,176 shares; 2019Q2: 12,479 shares; 2019Q3: 23,412 shares; 2019Q4: 24,218 shares; 2020Q1: 25,494 shares; 2020Q2: 24,710 shares 24,710 $860K 0.03% -784 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 15,712 shares; 2019Q1: 17,603 shares; 2019Q2: 13,557 shares; 2019Q3: 12,170 shares; 2019Q4: 15,762 shares; 2020Q1: 18,386 shares; 2020Q2: 17,141 shares 17,141 $860K 0.03% -1,245 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 21,864 shares; 2019Q2: 21,471 shares; 2019Q3: 22,682 shares; 2019Q4: 22,045 shares; 2020Q1: 26,898 shares; 2020Q2: 30,084 shares 30,084 $852K 0.03% +3,186 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 8,800 shares; 2019Q1: 8,579 shares; 2019Q2: 8,382 shares; 2019Q3: 8,118 shares; 2019Q4: 8,008 shares; 2020Q1: 8,132 shares; 2020Q2: 8,023 shares 8,023 $850K 0.03% -109 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,082 shares; 2019Q1: 5,961 shares; 2019Q2: 5,501 shares; 2019Q3: 6,275 shares; 2019Q4: 6,226 shares; 2020Q1: 6,631 shares; 2020Q2: 8,751 shares 8,751 $849K 0.03% +2,120 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,810 shares; 2019Q3: 2,863 shares; 2019Q4: 20,294 shares; 2020Q1: 13,445 shares; 2020Q2: 13,534 shares 13,534 $843K 0.03% +89 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,442 shares; 2019Q1: 1,816 shares; 2019Q2: 1,927 shares; 2019Q3: 2,266 shares; 2019Q4: 2,580 shares; 2020Q1: 2,906 shares; 2020Q2: 2,509 shares 2,509 $838K 0.03% -397 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 19,707 shares; 2019Q2: 18,652 shares; 2019Q3: 19,375 shares; 2019Q4: 17,559 shares; 2020Q1: 16,504 shares; 2020Q2: 15,901 shares 15,901 $837K 0.03% -603 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 20,595 shares; 2019Q1: 20,179 shares; 2019Q2: 19,448 shares; 2019Q3: 19,133 shares; 2019Q4: 14,786 shares; 2020Q1: 13,952 shares; 2020Q2: 15,298 shares 15,298 $836K 0.03% +1,346 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 23,706 shares; 2019Q1: 16,130 shares; 2019Q2: 5,750 shares; 2019Q3: 12,939 shares; 2019Q4: 5,083 shares; 2020Q1: 6,636 shares; 2020Q2: 6,909 shares 6,909 $832K 0.03% +273 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,394 shares; 2019Q1: 12,360 shares; 2019Q2: 11,067 shares; 2019Q3: 9,440 shares; 2019Q4: 8,868 shares; 2020Q1: 7,182 shares; 2020Q2: 7,283 shares 7,283 $831K 0.03% +101 Timeline CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,955 shares; 2019Q1: 7,905 shares; 2019Q2: 7,848 shares; 2019Q3: 7,093 shares; 2019Q4: 7,248 shares; 2020Q1: 6,676 shares; 2020Q2: 5,609 shares 5,609 $830K 0.03% -1,067 ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,912 shares; 2019Q1: 12,541 shares; 2019Q2: 14,669 shares; 2019Q3: 12,974 shares; 2019Q4: 10,014 shares; 2020Q1: 10,502 shares; 2020Q2: 11,511 shares 11,511 $828K 0.03% +1,009 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,687 shares; 2019Q1: 3,783 shares; 2019Q2: 3,789 shares; 2019Q3: 3,874 shares; 2019Q4: 4,097 shares; 2020Q1: 4,354 shares; 2020Q2: 4,483 shares 4,483 $827K 0.03% +129 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 11,328 shares; 2019Q3: 16,287 shares; 2019Q4: 19,854 shares; 2020Q1: 43,736 shares; 2020Q2: 46,982 shares 46,982 $825K 0.03% +3,246 Timeline