AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,218 shares; 2024Q4: 52,027 shares; 2025Q1: 596,072 shares; 2025Q2: 598,287 shares; 2025Q3: 597,851 shares; 2025Q4: 583,873 shares; 2026Q1: 660,273 shares; 2026Q2: 665,648 shares 665,648 $68.6M 12.29% +5,375 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,417 shares; 2024Q4: 341,073 shares; 2025Q1: 347,704 shares; 2025Q2: 285,401 shares; 2025Q3: 278,882 shares; 2025Q4: 352,839 shares; 2026Q1: 359,157 shares; 2026Q2: 361,610 shares 361,610 $53.6M 9.61% +2,453 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308,785 shares; 2025Q3: 447,393 shares; 2025Q4: 457,906 shares; 2026Q1: 480,744 shares; 2026Q2: 774,615 shares 774,615 $36.8M 6.59% +293,871 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,454 shares; 2024Q4: 204,149 shares; 2025Q1: 195,371 shares; 2025Q2: 284,833 shares; 2025Q3: 283,001 shares; 2025Q4: 323,181 shares; 2026Q1: 357,252 shares; 2026Q2: 365,563 shares 365,563 $36M 6.46% +8,311 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,039 shares; 2024Q4: 69,830 shares; 2025Q1: 67,621 shares; 2025Q2: 61,953 shares; 2025Q3: 63,162 shares; 2025Q4: 62,662 shares; 2026Q1: 183,804 shares; 2026Q2: 197,805 shares 197,805 $27.2M 4.87% +14,001 Timeline FLCE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 472,823 shares; 2025Q1: 514,549 shares; 2025Q2: 656,862 shares; 2025Q3: 661,402 shares; 2025Q4: 672,828 shares; 2026Q1: 774,960 shares; 2026Q2: 797,211 shares 797,211 $24.9M 4.46% +22,251 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,199 shares; 2025Q4: 270,736 shares; 2026Q1: 412,164 shares; 2026Q2: 413,101 shares 413,101 $21M 3.77% +937 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,696 shares; 2024Q4: 410,339 shares; 2025Q1: 397,021 shares; 2025Q2: 454,614 shares; 2025Q3: 450,868 shares; 2025Q4: 482,833 shares; 2026Q1: 499,647 shares; 2026Q2: 514,245 shares 514,245 $20.9M 3.74% +14,598 Timeline FINT ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 415,654 shares; 2025Q1: 407,896 shares; 2025Q2: 439,862 shares; 2025Q3: 443,412 shares; 2025Q4: 451,013 shares; 2026Q1: 440,668 shares; 2026Q2: 534,808 shares 534,808 $19.2M 3.44% +94,140 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 349,360 shares; 2025Q2: 345,992 shares; 2025Q3: 341,679 shares; 2025Q4: 337,467 shares; 2026Q1: 344,209 shares; 2026Q2: 357,755 shares 357,755 $17.7M 3.18% +13,546 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; 2024Q3: 509,301 shares; 2024Q4: 483,506 shares; 2025Q1: 413,937 shares; 2025Q2: 277,362 shares; 2025Q3: 258,143 shares; 2025Q4: 234,602 shares; 2026Q1: 250,935 shares; 2026Q2: 245,071 shares 245,071 $14.6M 2.62% -5,864 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,341 shares; 2024Q4: 156,734 shares; 2025Q1: 138,147 shares; 2025Q2: 107,325 shares; 2025Q3: 112,126 shares; 2025Q4: 113,338 shares; 2026Q1: 170,366 shares; 2026Q2: 151,258 shares 151,258 $12.5M 2.24% -19,108 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,104 shares; 2024Q4: 222,076 shares; 2025Q1: 214,848 shares; 2025Q2: 207,421 shares; 2025Q3: 172,602 shares; 2025Q4: 158,525 shares; 2026Q1: 160,285 shares; 2026Q2: 165,234 shares 165,234 $12.1M 2.17% +4,949 Timeline FGSM ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 492,269 shares; 2025Q1: 570,481 shares; 2025Q2: 484,941 shares; 2025Q3: 489,082 shares; 2025Q4: 499,677 shares; 2026Q1: 408,303 shares; 2026Q2: 311,150 shares 311,150 $10.8M 1.94% -97,153 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,691 shares; 2024Q4: 31,010 shares; 2025Q1: 27,712 shares; 2025Q2: 23,639 shares; 2025Q3: 20,386 shares; 2025Q4: 20,806 shares; 2026Q1: 129,905 shares; 2026Q2: 131,519 shares 131,519 $10.8M 1.94% +1,614 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; 2024Q3: 45,388 shares; 2024Q4: 91,624 shares; 2025Q1: 362,455 shares; 2025Q2: 353,216 shares; 2025Q3: 376,249 shares; 2025Q4: 377,324 shares; 2026Q1: 389,009 shares; 2026Q2: 391,369 shares 391,369 $10.4M 1.86% +2,360 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,184 shares; 2024Q4: 218,667 shares; 2025Q1: 211,451 shares; 2025Q2: 209,150 shares; 2025Q3: 203,212 shares; 2025Q4: 200,713 shares; 2026Q1: 199,021 shares; 2026Q2: 198,048 shares 198,048 $9.71M 1.74% -973 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,207 shares; 2025Q3: 157,249 shares; 2025Q4: 185,362 shares; 2026Q1: 190,738 shares; 2026Q2: 186,874 shares 186,874 $9.14M 1.64% -3,864 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; 2024Q3: 39,547 shares; 2024Q4: 39,413 shares; 2025Q1: 38,722 shares; 2025Q2: 36,966 shares; 2025Q3: 37,698 shares; 2025Q4: 37,899 shares; 2026Q1: 40,249 shares; 2026Q2: 39,223 shares 39,223 $8.55M 1.53% -1,026 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,016 shares; 2026Q2: 159,621 shares 159,621 $8.52M 1.53% +88,605 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,368 shares; 2025Q2: 55,513 shares; 2025Q3: 55,614 shares; 2025Q4: 56,390 shares; 2026Q1: not reported; 2026Q2: 67,948 shares 67,948 $8.48M 1.52% new Timeline FCBD ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 449,358 shares; 2025Q1: 367,319 shares; 2025Q2: 321,803 shares; 2025Q3: 318,747 shares; 2025Q4: 310,910 shares; 2026Q1: 336,184 shares; 2026Q2: 307,201 shares 307,201 $7.76M 1.39% -28,983 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,919 shares; 2024Q4: 76,411 shares; 2025Q1: 75,420 shares; 2025Q2: 74,138 shares; 2025Q3: 69,972 shares; 2025Q4: 65,887 shares; 2026Q1: 65,554 shares; 2026Q2: 66,803 shares 66,803 $7.31M 1.31% +1,249 Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 322,118 shares; 2025Q1: 313,051 shares; 2025Q2: 279,955 shares; 2025Q3: 280,892 shares; 2025Q4: 278,812 shares; 2026Q1: 279,482 shares; 2026Q2: 278,180 shares 278,180 $7.06M 1.26% -1,302 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,031 shares; 2026Q1: 62,074 shares; 2026Q2: 58,814 shares 58,814 $6.91M 1.24% -3,260 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; 2024Q3: 54,779 shares; 2024Q4: 40,190 shares; 2025Q1: 38,285 shares; 2025Q2: 33,458 shares; 2025Q3: 37,400 shares; 2025Q4: 36,010 shares; 2026Q1: 35,690 shares; 2026Q2: 63,976 shares 63,976 $6.17M 1.1% +28,286 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,293 shares; 2025Q3: 13,577 shares; 2025Q4: 16,946 shares; 2026Q1: 17,189 shares; 2026Q2: 21,000 shares 21,000 $6.01M 1.08% +3,811 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; 2024Q3: 40,710 shares; 2024Q4: 42,785 shares; 2025Q1: 38,131 shares; 2025Q2: 20,338 shares; 2025Q3: 22,413 shares; 2025Q4: 22,142 shares; 2026Q1: 23,311 shares; 2026Q2: 19,280 shares 19,280 $5.84M 1.05% -4,031 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,242 shares; 2024Q4: 102,010 shares; 2025Q1: 98,122 shares; 2025Q2: 91,615 shares; 2025Q3: 89,307 shares; 2025Q4: 94,978 shares; 2026Q1: 90,450 shares; 2026Q2: 87,244 shares 87,244 $3.33M 0.6% -3,206 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,319 shares; 2024Q4: 189,805 shares; 2025Q1: 198,125 shares; 2025Q2: 119,490 shares; 2025Q3: 119,039 shares; 2025Q4: 119,795 shares; 2026Q1: 118,922 shares; 2026Q2: 116,864 shares 116,864 $3.07M 0.55% -2,058 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,875 shares; 2024Q4: 24,868 shares; 2025Q1: 24,868 shares; 2025Q2: 25,098 shares; 2025Q3: 24,960 shares; 2025Q4: 12,415 shares; 2026Q1: 12,551 shares; 2026Q2: 10,976 shares 10,976 $2.76M 0.49% -1,575 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,689 shares; 2024Q4: 73,196 shares; 2025Q1: 90,193 shares; 2025Q2: 76,936 shares; 2025Q3: 66,085 shares; 2025Q4: 62,686 shares; 2026Q1: 56,269 shares; 2026Q2: 56,335 shares 56,335 $2.69M 0.48% +66 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; 2024Q3: 117,352 shares; 2024Q4: 213,972 shares; 2025Q1: 106,571 shares; 2025Q2: 43,538 shares; 2025Q3: 52,445 shares; 2025Q4: 51,361 shares; 2026Q1: not reported; 2026Q2: 105,764 shares 105,764 $2.55M 0.46% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,802 shares; 2026Q2: 26,273 shares 26,273 $2.3M 0.41% +471 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,968 shares; 2024Q4: 36,498 shares; 2025Q1: 33,121 shares; 2025Q2: 33,110 shares; 2025Q3: 37,277 shares; 2025Q4: 40,008 shares; 2026Q1: 37,047 shares; 2026Q2: 40,130 shares 40,130 $2.27M 0.41% +3,083 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,102 shares; 2024Q4: 21,032 shares; 2025Q1: 52,672 shares; 2025Q2: 47,641 shares; 2025Q3: 50,864 shares; 2025Q4: 53,771 shares; 2026Q1: 48,612 shares; 2026Q2: 57,510 shares 57,510 $2.25M 0.4% +8,898 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,203 shares; 2024Q4: 7,539 shares; 2025Q1: 5,602 shares; 2025Q2: 5,350 shares; 2025Q3: 5,103 shares; 2025Q4: 3,283 shares; 2026Q1: 3,036 shares; 2026Q2: 2,948 shares 2,948 $2.21M 0.4% -88 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,836 shares; 2026Q2: 23,893 shares 23,893 $2.13M 0.38% +57 Timeline FARX ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77,464 shares; 2025Q1: 74,242 shares; 2025Q2: 73,142 shares; 2025Q3: 72,771 shares; 2025Q4: 70,518 shares; 2026Q1: 72,033 shares; 2026Q2: 72,360 shares 72,360 $2.08M 0.37% +327 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,937 shares; 2025Q3: 44,154 shares; 2025Q4: 42,959 shares; 2026Q1: 41,718 shares; 2026Q2: 40,709 shares 40,709 $1.95M 0.35% -1,009 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,757 shares; 2024Q4: 48,213 shares; 2025Q1: 56,358 shares; 2025Q2: 53,367 shares; 2025Q3: 51,409 shares; 2025Q4: 63,775 shares; 2026Q1: 65,404 shares; 2026Q2: 45,058 shares 45,058 $1.9M 0.34% -20,346 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,933 shares; 2026Q2: 28,093 shares 28,093 $1.87M 0.33% +160 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,068 shares; 2024Q4: 23,818 shares; 2025Q1: 23,296 shares; 2025Q2: 20,974 shares; 2025Q3: 23,034 shares; 2025Q4: 24,869 shares; 2026Q1: 26,980 shares; 2026Q2: 29,827 shares 29,827 $1.83M 0.33% +2,847 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,938 shares; 2024Q4: 31,587 shares; 2025Q1: 31,537 shares; 2025Q2: 31,785 shares; 2025Q3: 31,737 shares; 2025Q4: 20,682 shares; 2026Q1: not reported; 2026Q2: 19,868 shares 19,868 $1.8M 0.32% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,655 shares; 2026Q2: 4,624 shares 4,624 $1.73M 0.31% -31 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,040 shares; 2024Q4: 127,431 shares; 2025Q1: 123,575 shares; 2025Q2: 103,234 shares; 2025Q3: 44,690 shares; 2025Q4: 43,879 shares; 2026Q1: 37,423 shares; 2026Q2: 40,436 shares 40,436 $1.71M 0.31% +3,013 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,658 shares; 2025Q2: 8,699 shares; 2025Q3: 8,671 shares; 2025Q4: 8,856 shares; 2026Q1: not reported; 2026Q2: 8,987 shares 8,987 $1.71M 0.31% new 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; 2024Q3: 66,769 shares; 2024Q4: 45,351 shares; 2025Q1: 27,992 shares; 2025Q2: 19,747 shares; 2025Q3: 17,299 shares; 2025Q4: 17,064 shares; 2026Q1: 22,694 shares; 2026Q2: 24,950 shares 24,950 $1.45M 0.26% +2,256 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,448 shares; 2024Q4: 105,539 shares; 2025Q1: 96,743 shares; 2025Q2: 81,309 shares; 2025Q3: 40,352 shares; 2025Q4: 38,616 shares; 2026Q1: 29,729 shares; 2026Q2: 28,426 shares 28,426 $1.42M 0.25% -1,303 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,150 shares; 2026Q2: 1,138 shares 1,138 $1.34M 0.24% -12 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,998 shares; 2024Q4: 32,679 shares; 2025Q1: 12,934 shares; 2025Q2: 12,718 shares; 2025Q3: 11,894 shares; 2025Q4: 10,526 shares; 2026Q1: 10,524 shares; 2026Q2: 10,774 shares 10,774 $1.19M 0.21% +250 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,153 shares; 2024Q4: 18,893 shares; 2025Q1: 18,050 shares; 2025Q2: 17,892 shares; 2025Q3: 17,269 shares; 2025Q4: 12,869 shares; 2026Q1: 15,806 shares; 2026Q2: 20,533 shares 20,533 $1.19M 0.21% +4,727 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,669 shares; 2024Q4: 49,221 shares; 2025Q1: 42,075 shares; 2025Q2: 31,301 shares; 2025Q3: 29,098 shares; 2025Q4: 30,732 shares; 2026Q1: 28,751 shares; 2026Q2: 27,643 shares 27,643 $1.14M 0.2% -1,108 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,154 shares; 2025Q2: 15,911 shares; 2025Q3: 14,295 shares; 2025Q4: 14,197 shares; 2026Q1: 13,982 shares; 2026Q2: 14,043 shares 14,043 $1.12M 0.2% +61 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,310 shares; 2026Q2: 29,823 shares 29,823 $1.1M 0.2% +513 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,697 shares; 2026Q1: 31,250 shares; 2026Q2: 41,787 shares 41,787 $934K 0.17% +10,537 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,614 shares; 2024Q4: 39,930 shares; 2025Q1: 40,489 shares; 2025Q2: 38,894 shares; 2025Q3: 44,515 shares; 2025Q4: 45,896 shares; 2026Q1: 40,726 shares; 2026Q2: 37,469 shares 37,469 $912K 0.16% -3,257 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; 2024Q3: 2,628 shares; 2024Q4: 3,161 shares; 2025Q1: 3,056 shares; 2025Q2: 3,654 shares; 2025Q3: 3,040 shares; 2025Q4: 2,827 shares; 2026Q1: 3,648 shares; 2026Q2: 3,679 shares 3,679 $877K 0.16% +31 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 660 shares; 2025Q4: 1,796 shares; 2026Q1: 2,342 shares; 2026Q2: 2,284 shares 2,284 $852K 0.15% -58 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; 2024Q3: 2,853 shares; 2024Q4: 2,663 shares; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 2,261 shares; 2025Q4: 2,283 shares; 2026Q1: 2,250 shares; 2026Q2: 2,306 shares 2,306 $849K 0.15% +56 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,264 shares; 2026Q1: 14,318 shares; 2026Q2: 14,318 shares 14,318 $762K 0.14% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,918 shares; 2024Q4: 49,005 shares; 2025Q1: 44,497 shares; 2025Q2: 50,054 shares; 2025Q3: 36,793 shares; 2025Q4: 33,575 shares; 2026Q1: 37,858 shares; 2026Q2: 15,187 shares 15,187 $729K 0.13% -22,671 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,927 shares; 2026Q1: 13,118 shares; 2026Q2: 12,216 shares 12,216 $721K 0.13% -902 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,812 shares; 2024Q4: 305,355 shares; 2025Q1: 128,816 shares; 2025Q2: 65,772 shares; 2025Q3: 63,376 shares; 2025Q4: 22,446 shares; 2026Q1: 21,468 shares; 2026Q2: 22,538 shares 22,538 $690K 0.12% +1,070 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,441 shares; 2025Q3: 2,020 shares; 2025Q4: 1,932 shares; 2026Q1: 3,739 shares; 2026Q2: 3,299 shares 3,299 $660K 0.12% -440 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,064 shares; 2026Q2: 8,161 shares 8,161 $617K 0.11% +97 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; 2024Q3: 2,421 shares; 2024Q4: 2,493 shares; 2025Q1: 1,998 shares; 2025Q2: 2,565 shares; 2025Q3: 2,533 shares; 2025Q4: 3,874 shares; 2026Q1: 4,401 shares; 2026Q2: 4,414 shares 4,414 $604K 0.11% +13 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,210 shares; 2024Q4: 14,473 shares; 2025Q1: 14,829 shares; 2025Q2: 10,584 shares; 2025Q3: 10,915 shares; 2025Q4: 10,942 shares; 2026Q1: 11,124 shares; 2026Q2: 11,527 shares 11,527 $580K 0.1% +403 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,269 shares; 2026Q1: 6,227 shares; 2026Q2: 6,227 shares 6,227 $541K 0.1% 0 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,948 shares; 2024Q4: 29,080 shares; 2025Q1: 22,964 shares; 2025Q2: 19,576 shares; 2025Q3: 11,975 shares; 2025Q4: 22,756 shares; 2026Q1: 21,483 shares; 2026Q2: 10,808 shares 10,808 $540K 0.1% -10,675 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,592 shares; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,208 shares; 2025Q4: 1,380 shares; 2026Q1: 1,528 shares; 2026Q2: 1,460 shares 1,460 $522K 0.09% -68 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,766 shares; 2026Q1: 11,340 shares; 2026Q2: 11,257 shares 11,257 $494K 0.09% -83 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,912 shares; 2026Q1: 4,882 shares; 2026Q2: 4,817 shares 4,817 $465K 0.08% -65 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,199 shares; 2024Q4: 3,132 shares; 2025Q1: 2,603 shares; 2025Q2: 2,596 shares; 2025Q3: 2,606 shares; 2025Q4: 2,018 shares; 2026Q1: 2,023 shares; 2026Q2: 1,959 shares 1,959 $445K 0.08% -64 Timeline ASCI ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,519 shares; 2026Q1: 12,550 shares; 2026Q2: 11,563 shares 11,563 $424K 0.08% -987 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,416 shares; 2024Q4: 189,664 shares; 2025Q1: 170,550 shares; 2025Q2: 156,619 shares; 2025Q3: 117,528 shares; 2025Q4: 98,740 shares; 2026Q1: 5,295 shares; 2026Q2: 5,358 shares 5,358 $403K 0.07% +63 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,131 shares; 2026Q1: 1,156 shares; 2026Q2: 1,151 shares 1,151 $377K 0.07% -5 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 2,900 shares; 2025Q1: not reported; 2025Q2: 1,483 shares; 2025Q3: 951 shares; 2025Q4: 1,385 shares; 2026Q1: 1,533 shares; 2026Q2: 1,217 shares 1,217 $352K 0.06% -316 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; 2024Q3: 30,471 shares; 2024Q4: 4,508 shares; 2025Q1: 4,445 shares; 2025Q2: 4,371 shares; 2025Q3: 4,189 shares; 2025Q4: 4,212 shares; 2026Q1: 4,160 shares; 2026Q2: 4,184 shares 4,184 $326K 0.06% +24 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 852 shares; 2026Q1: 356 shares; 2026Q2: 338 shares 338 $316K 0.06% -18 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,397 shares; 2026Q1: 3,233 shares; 2026Q2: 3,234 shares 3,234 $284K 0.05% +1 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,375 shares; 2025Q3: 5,381 shares; 2025Q4: 6,457 shares; 2026Q1: 5,473 shares; 2026Q2: 5,538 shares 5,538 $279K 0.05% +65 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,105 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $275K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: not reported; 2026Q2: 534 shares 534 $267K 0.05% new Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,390 shares; 2024Q4: 18,315 shares; 2025Q1: 16,770 shares; 2025Q2: 14,891 shares; 2025Q3: 8,972 shares; 2025Q4: 8,972 shares; 2026Q1: 8,653 shares; 2026Q2: 5,194 shares 5,194 $265K 0.05% -3,459 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,377 shares; 2024Q4: 4,213 shares; 2025Q1: not reported; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,546 shares; 2026Q1: 3,469 shares; 2026Q2: 3,101 shares 3,101 $237K 0.04% -368 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,323 shares 4,323 $218K 0.04% +323 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,271 shares 1,271 $216K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,686 shares 3,686 $210K 0.04% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671 shares; 2026Q2: 540 shares 540 $204K 0.04% -131 Timeline