SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244,520 shares; 2024Q4: 2,340,449 shares; 2025Q1: not loaded; 2025Q2: 2,166,899 shares; 2025Q3: 2,284,596 shares; 2025Q4: 2,368,026 shares 2,368,026 $190M 3.37% +83,430 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,824 shares; 2024Q4: 415,602 shares; 2025Q1: not loaded; 2025Q2: 452,277 shares; 2025Q3: 472,772 shares; 2025Q4: 568,591 shares 568,591 $155M 2.74% +95,819 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,475 shares; 2024Q4: 504,252 shares; 2025Q1: not loaded; 2025Q2: 562,379 shares; 2025Q3: 582,050 shares; 2025Q4: 758,930 shares 758,930 $142M 2.51% +176,880 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,520 shares; 2024Q4: 509,481 shares; 2025Q1: not loaded; 2025Q2: 502,693 shares; 2025Q3: 503,025 shares; 2025Q4: 445,401 shares 445,401 $115M 2.05% -57,624 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,919 shares; 2024Q4: 148,268 shares; 2025Q1: not loaded; 2025Q2: 167,253 shares; 2025Q3: 174,011 shares; 2025Q4: 233,220 shares 233,220 $113M 2% +59,209 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,428 shares; 2024Q4: 132,863 shares; 2025Q1: not loaded; 2025Q2: 139,698 shares; 2025Q3: 145,842 shares; 2025Q4: 162,041 shares 162,041 $111M 1.97% +16,199 Timeline INVESCO QQQ TR INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,181 shares 152,181 $93.5M 1.66% new AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,167 shares; 2024Q4: 186,676 shares; 2025Q1: not loaded; 2025Q2: 239,814 shares; 2025Q3: 239,033 shares; 2025Q4: 301,588 shares 301,588 $69.6M 1.24% +62,555 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,374 shares; 2024Q4: 93,067 shares; 2025Q1: not loaded; 2025Q2: 93,241 shares; 2025Q3: 94,550 shares; 2025Q4: 97,919 shares 97,919 $66.8M 1.18% +3,369 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,288 shares; 2024Q4: 108,034 shares; 2025Q1: not loaded; 2025Q2: 131,444 shares; 2025Q3: 141,434 shares; 2025Q4: 201,781 shares 201,781 $63.2M 1.12% +60,347 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,704 shares; 2024Q4: 74,255 shares; 2025Q1: not loaded; 2025Q2: 100,715 shares; 2025Q3: 104,465 shares; 2025Q4: 127,333 shares 127,333 $57.3M 1.02% +22,868 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,677 shares; 2024Q4: 310,465 shares; 2025Q1: not loaded; 2025Q2: 315,119 shares; 2025Q3: 398,888 shares; 2025Q4: 484,488 shares 484,488 $53.4M 0.95% +85,600 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,729 shares; 2024Q4: 321,153 shares; 2025Q1: not loaded; 2025Q2: 404,890 shares; 2025Q3: 424,717 shares; 2025Q4: 434,480 shares 434,480 $52.2M 0.93% +9,763 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,434 shares; 2024Q4: 77,869 shares; 2025Q1: not loaded; 2025Q2: 83,917 shares; 2025Q3: 77,267 shares; 2025Q4: 80,877 shares 80,877 $50.7M 0.9% +3,610 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,539 shares; 2024Q4: 55,105 shares; 2025Q1: not loaded; 2025Q2: 56,548 shares; 2025Q3: 55,359 shares; 2025Q4: 98,543 shares 98,543 $48.1M 0.85% +43,184 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,356 shares; 2024Q4: 76,424 shares; 2025Q1: not loaded; 2025Q2: 90,506 shares; 2025Q3: 94,227 shares; 2025Q4: 134,744 shares 134,744 $46.6M 0.83% +40,517 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,568 shares; 2024Q4: 325,954 shares; 2025Q1: not loaded; 2025Q2: 331,532 shares; 2025Q3: 335,944 shares; 2025Q4: 494,531 shares 494,531 $44.2M 0.78% +158,587 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,988 shares; 2024Q4: 42,603 shares; 2025Q1: not loaded; 2025Q2: 56,467 shares; 2025Q3: 58,002 shares; 2025Q4: 66,033 shares 66,033 $43.6M 0.77% +8,031 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916,785 shares; 2024Q4: 953,482 shares; 2025Q1: not loaded; 2025Q2: 871,639 shares; 2025Q3: 932,615 shares; 2025Q4: 977,517 shares 977,517 $43.4M 0.77% +44,902 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,431 shares; 2024Q4: 426,375 shares; 2025Q1: not loaded; 2025Q2: 538,241 shares; 2025Q3: 599,701 shares; 2025Q4: 649,474 shares 649,474 $42.9M 0.76% +49,773 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,488 shares; 2024Q4: 121,204 shares; 2025Q1: not loaded; 2025Q2: 136,269 shares; 2025Q3: 146,957 shares; 2025Q4: 153,595 shares 153,595 $42.5M 0.75% +6,638 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,842 shares; 2024Q4: 418,011 shares; 2025Q1: not loaded; 2025Q2: 383,088 shares; 2025Q3: 399,036 shares; 2025Q4: 421,304 shares 421,304 $42.1M 0.75% +22,268 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,322 shares; 2024Q4: 400,460 shares; 2025Q1: not loaded; 2025Q2: 400,008 shares; 2025Q3: 406,702 shares; 2025Q4: 671,861 shares 671,861 $42M 0.74% +265,159 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,273 shares; 2024Q4: 125,008 shares; 2025Q1: not loaded; 2025Q2: 126,731 shares; 2025Q3: 126,104 shares; 2025Q4: 212,730 shares 212,730 $40.6M 0.72% +86,626 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,767 shares; 2024Q4: 88,252 shares; 2025Q1: not loaded; 2025Q2: 92,725 shares; 2025Q3: 94,026 shares; 2025Q4: 125,062 shares 125,062 $40.3M 0.71% +31,036 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,503 shares; 2024Q4: 812,302 shares; 2025Q1: not loaded; 2025Q2: 840,284 shares; 2025Q3: 827,476 shares; 2025Q4: 879,221 shares 879,221 $39.1M 0.69% +51,745 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,523 shares; 2024Q4: 64,455 shares; 2025Q1: not loaded; 2025Q2: 70,764 shares; 2025Q3: 75,638 shares; 2025Q4: 76,359 shares 76,359 $36.1M 0.64% +721 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,042 shares; 2024Q4: 438,597 shares; 2025Q1: not loaded; 2025Q2: 556,287 shares; 2025Q3: 719,427 shares; 2025Q4: 759,690 shares 759,690 $35M 0.62% +40,263 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,563 shares; 2024Q4: 139,917 shares; 2025Q1: not loaded; 2025Q2: 268,398 shares; 2025Q3: 285,297 shares; 2025Q4: 295,565 shares 295,565 $33.8M 0.6% +10,268 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,190 shares; 2024Q4: 689,122 shares; 2025Q1: not loaded; 2025Q2: 669,544 shares; 2025Q3: 683,324 shares; 2025Q4: 764,396 shares 764,396 $33.4M 0.59% +81,072 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,131 shares; 2024Q4: 83,091 shares; 2025Q1: not loaded; 2025Q2: 74,085 shares; 2025Q3: 77,353 shares; 2025Q4: 105,885 shares 105,885 $33.2M 0.59% +28,532 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,090 shares; 2024Q4: 188,215 shares; 2025Q1: not loaded; 2025Q2: 299,000 shares; 2025Q3: 301,111 shares; 2025Q4: 489,467 shares 489,467 $32.9M 0.58% +188,356 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,611 shares; 2024Q4: 96,669 shares; 2025Q1: not loaded; 2025Q2: 102,914 shares; 2025Q3: 102,449 shares; 2025Q4: 97,650 shares 97,650 $32.7M 0.58% -4,799 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,848 shares; 2024Q4: 182,778 shares; 2025Q1: not loaded; 2025Q2: 241,360 shares; 2025Q3: 253,769 shares; 2025Q4: 261,939 shares 261,939 $32.3M 0.57% +8,170 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,120 shares; 2024Q4: 81,437 shares; 2025Q1: not loaded; 2025Q2: 91,673 shares; 2025Q3: 95,783 shares; 2025Q4: 149,158 shares 149,158 $31.6M 0.56% +53,375 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,586 shares; 2024Q4: 54,175 shares; 2025Q1: not loaded; 2025Q2: 89,850 shares; 2025Q3: 101,215 shares; 2025Q4: 120,329 shares 120,329 $30.4M 0.54% +19,114 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,251 shares; 2024Q4: 256,361 shares; 2025Q1: not loaded; 2025Q2: 301,067 shares; 2025Q3: 306,037 shares; 2025Q4: 319,347 shares 319,347 $29.5M 0.52% +13,310 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,703 shares; 2024Q4: 276,321 shares; 2025Q1: not loaded; 2025Q2: 369,025 shares; 2025Q3: 360,855 shares; 2025Q4: 633,336 shares 633,336 $29.5M 0.52% +272,481 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,598 shares; 2024Q4: 170,750 shares; 2025Q1: not loaded; 2025Q2: 178,318 shares; 2025Q3: 177,669 shares; 2025Q4: 898,757 shares 898,757 $29.3M 0.52% +721,088 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,232 shares; 2025Q1: not loaded; 2025Q2: 1,447 shares; 2025Q3: 1,151 shares; 2025Q4: 221,974 shares 221,974 $28.6M 0.51% +220,823 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,050 shares; 2024Q4: 63,688 shares; 2025Q1: not loaded; 2025Q2: 205,791 shares; 2025Q3: 238,626 shares; 2025Q4: 460,532 shares 460,532 $28M 0.5% +221,906 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,369 shares; 2024Q4: 35,015 shares; 2025Q1: not loaded; 2025Q2: 49,891 shares; 2025Q3: 47,386 shares; 2025Q4: 55,340 shares 55,340 $27.8M 0.49% +7,954 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,681 shares; 2024Q4: 475,513 shares; 2025Q1: not loaded; 2025Q2: 474,386 shares; 2025Q3: 477,131 shares; 2025Q4: 468,852 shares 468,852 $27.2M 0.48% -8,279 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,816 shares; 2024Q4: 54,614 shares; 2025Q1: not loaded; 2025Q2: 76,284 shares; 2025Q3: 433,410 shares; 2025Q4: 520,229 shares 520,229 $26.2M 0.46% +86,819 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,356 shares; 2024Q4: 95,579 shares; 2025Q1: not loaded; 2025Q2: 79,597 shares; 2025Q3: 85,625 shares; 2025Q4: 875,261 shares 875,261 $25.9M 0.46% +789,636 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,983 shares; 2024Q4: 20,058 shares; 2025Q1: not loaded; 2025Q2: 20,729 shares; 2025Q3: 18,023 shares; 2025Q4: 23,979 shares 23,979 $25.8M 0.46% +5,956 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,347 shares; 2024Q4: 87,116 shares; 2025Q1: not loaded; 2025Q2: 96,697 shares; 2025Q3: 97,199 shares; 2025Q4: 110,681 shares 110,681 $25.3M 0.45% +13,482 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,962 shares; 2024Q4: 125,832 shares; 2025Q1: not loaded; 2025Q2: 134,186 shares; 2025Q3: 139,526 shares; 2025Q4: 193,068 shares 193,068 $23.5M 0.42% +53,542 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,439 shares; 2024Q4: 155,925 shares; 2025Q1: not loaded; 2025Q2: 200,107 shares; 2025Q3: 196,258 shares; 2025Q4: 241,542 shares 241,542 $23M 0.41% +45,284 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,119 shares; 2024Q4: 389,150 shares; 2025Q1: not loaded; 2025Q2: 412,764 shares; 2025Q3: 398,257 shares; 2025Q4: 402,648 shares 402,648 $22.9M 0.41% +4,391 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,799 shares; 2024Q4: 290,268 shares; 2025Q1: not loaded; 2025Q2: 331,025 shares; 2025Q3: 376,592 shares; 2025Q4: 383,897 shares 383,897 $22.8M 0.4% +7,305 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,894 shares; 2024Q4: 26,917 shares; 2025Q1: not loaded; 2025Q2: 51,687 shares; 2025Q3: 53,237 shares; 2025Q4: 74,855 shares 74,855 $22.7M 0.4% +21,618 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,283 shares; 2024Q4: 142,733 shares; 2025Q1: not loaded; 2025Q2: 215,253 shares; 2025Q3: 234,414 shares; 2025Q4: 325,729 shares 325,729 $22.6M 0.4% +91,315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,711 shares; 2024Q4: 229,346 shares; 2025Q1: not loaded; 2025Q2: 228,220 shares; 2025Q3: 282,178 shares; 2025Q4: 284,847 shares 284,847 $21.4M 0.38% +2,669 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,201 shares; 2024Q4: 306,470 shares; 2025Q1: not loaded; 2025Q2: 296,336 shares; 2025Q3: 289,045 shares; 2025Q4: 391,859 shares 391,859 $21.1M 0.37% +102,814 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,015 shares; 2024Q4: 199,880 shares; 2025Q1: not loaded; 2025Q2: 274,723 shares; 2025Q3: 175,162 shares; 2025Q4: 213,105 shares 213,105 $19.5M 0.35% +37,943 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,070 shares; 2024Q4: 10,039 shares; 2025Q1: not loaded; 2025Q2: 15,956 shares; 2025Q3: 16,341 shares; 2025Q4: 202,996 shares 202,996 $19M 0.34% +186,655 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,781 shares; 2024Q4: 41,198 shares; 2025Q1: not loaded; 2025Q2: 45,439 shares; 2025Q3: 50,342 shares; 2025Q4: 53,811 shares 53,811 $18.9M 0.33% +3,469 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,313 shares; 2024Q4: 32,402 shares; 2025Q1: not loaded; 2025Q2: 47,341 shares; 2025Q3: 43,707 shares; 2025Q4: 46,908 shares 46,908 $18.6M 0.33% +3,201 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,628 shares; 2024Q4: 117,509 shares; 2025Q1: not loaded; 2025Q2: 128,050 shares; 2025Q3: 128,011 shares; 2025Q4: 158,266 shares 158,266 $17.6M 0.31% +30,255 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120,374 shares; 2024Q4: 1,142,796 shares; 2025Q1: not loaded; 2025Q2: 726,716 shares; 2025Q3: 741,006 shares; 2025Q4: 762,874 shares 762,874 $17.6M 0.31% +21,868 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,168 shares; 2024Q4: 118,010 shares; 2025Q1: not loaded; 2025Q2: 191,292 shares; 2025Q3: 179,518 shares; 2025Q4: 241,613 shares 241,613 $17.3M 0.31% +62,095 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,556 shares; 2024Q4: 15,163 shares; 2025Q1: not loaded; 2025Q2: 15,615 shares; 2025Q3: 15,895 shares; 2025Q4: 19,726 shares 19,726 $17M 0.3% +3,831 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,654 shares; 2024Q4: 61,827 shares; 2025Q1: not loaded; 2025Q2: 51,310 shares; 2025Q3: 51,708 shares; 2025Q4: 66,066 shares 66,066 $16.3M 0.29% +14,358 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,495 shares; 2024Q4: 100,207 shares; 2025Q1: not loaded; 2025Q2: 497,196 shares; 2025Q3: 560,541 shares; 2025Q4: 615,991 shares 615,991 $15.7M 0.28% +55,450 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,670 shares; 2024Q4: 613,892 shares; 2025Q1: not loaded; 2025Q2: 459,965 shares; 2025Q3: 471,282 shares; 2025Q4: 561,938 shares 561,938 $15.4M 0.27% +90,656 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,398 shares; 2024Q4: 57,937 shares; 2025Q1: not loaded; 2025Q2: 66,737 shares; 2025Q3: 67,150 shares; 2025Q4: 78,857 shares 78,857 $15.4M 0.27% +11,707 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,226 shares; 2024Q4: 63,856 shares; 2025Q1: not loaded; 2025Q2: 66,608 shares; 2025Q3: 69,425 shares; 2025Q4: 69,878 shares 69,878 $15.4M 0.27% +453 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,188 shares; 2024Q4: 237,470 shares; 2025Q1: not loaded; 2025Q2: 411,469 shares; 2025Q3: 346,234 shares; 2025Q4: 303,285 shares 303,285 $15.3M 0.27% -42,949 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,017 shares; 2024Q4: 67,366 shares; 2025Q1: not loaded; 2025Q2: 79,047 shares; 2025Q3: 75,913 shares; 2025Q4: 76,928 shares 76,928 $15.3M 0.27% +1,015 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,324 shares; 2024Q4: 84,439 shares; 2025Q1: not loaded; 2025Q2: 87,868 shares; 2025Q3: 89,162 shares; 2025Q4: 122,539 shares 122,539 $14.7M 0.26% +33,377 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,286 shares; 2024Q4: 35,353 shares; 2025Q1: not loaded; 2025Q2: 46,266 shares; 2025Q3: 47,840 shares; 2025Q4: 42,427 shares 42,427 $14.6M 0.26% -5,413 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,616 shares; 2024Q4: 35,577 shares; 2025Q1: not loaded; 2025Q2: 36,679 shares; 2025Q3: 49,191 shares; 2025Q4: 49,234 shares 49,234 $14.3M 0.25% +43 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,804 shares; 2024Q4: 62,970 shares; 2025Q1: not loaded; 2025Q2: 68,088 shares; 2025Q3: 74,212 shares; 2025Q4: 79,282 shares 79,282 $14.1M 0.25% +5,070 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,712 shares; 2025Q1: not loaded; 2025Q2: 3,121 shares; 2025Q3: 3,161 shares; 2025Q4: 147,726 shares 147,726 $14M 0.25% +144,565 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,003 shares; 2024Q4: 155,433 shares; 2025Q1: not loaded; 2025Q2: 159,640 shares; 2025Q3: 156,652 shares; 2025Q4: 162,053 shares 162,053 $13.7M 0.24% +5,401 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,070 shares; 2024Q4: 516,185 shares; 2025Q1: not loaded; 2025Q2: 494,190 shares; 2025Q3: 525,477 shares; 2025Q4: 564,254 shares 564,254 $13.7M 0.24% +38,777 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 11,994 shares; 2025Q1: not loaded; 2025Q2: 13,593 shares; 2025Q3: 13,967 shares; 2025Q4: 23,876 shares 23,876 $13.5M 0.24% +9,909 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,606 shares; 2024Q4: 443,906 shares; 2025Q1: not loaded; 2025Q2: 485,281 shares; 2025Q3: 516,728 shares; 2025Q4: 557,348 shares 557,348 $13.5M 0.24% +40,620 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,188 shares; 2024Q4: 12,730 shares; 2025Q1: not loaded; 2025Q2: 12,143 shares; 2025Q3: 12,733 shares; 2025Q4: 88,031 shares 88,031 $13.5M 0.24% +75,298 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,118 shares; 2024Q4: 227,827 shares; 2025Q1: not loaded; 2025Q2: 259,425 shares; 2025Q3: 266,361 shares; 2025Q4: 287,316 shares 287,316 $13.4M 0.24% +20,955 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 10,518 shares; 2025Q1: not loaded; 2025Q2: 16,882 shares; 2025Q3: 24,859 shares; 2025Q4: 38,435 shares 38,435 $13.2M 0.23% +13,576 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,630 shares; 2024Q4: 56,615 shares; 2025Q1: not loaded; 2025Q2: 60,627 shares; 2025Q3: 65,637 shares; 2025Q4: 84,825 shares 84,825 $12.9M 0.23% +19,188 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,817 shares; 2024Q4: 180,284 shares; 2025Q1: not loaded; 2025Q2: 218,973 shares; 2025Q3: 270,684 shares; 2025Q4: 258,804 shares 258,804 $12.8M 0.23% -11,880 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,964 shares; 2024Q4: 20,258 shares; 2025Q1: not loaded; 2025Q2: 16,202 shares; 2025Q3: 17,981 shares; 2025Q4: 22,306 shares 22,306 $12.8M 0.23% +4,325 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,189 shares; 2024Q4: 174,595 shares; 2025Q1: not loaded; 2025Q2: 185,356 shares; 2025Q3: 180,676 shares; 2025Q4: 181,475 shares 181,475 $12.6M 0.22% +799 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,683 shares; 2024Q4: 11,968 shares; 2025Q1: not loaded; 2025Q2: 12,775 shares; 2025Q3: 13,493 shares; 2025Q4: 21,899 shares 21,899 $12.5M 0.22% +8,406 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,933 shares; 2024Q4: 231,134 shares; 2025Q1: not loaded; 2025Q2: 312,028 shares; 2025Q3: 199,087 shares; 2025Q4: 202,231 shares 202,231 $12.2M 0.22% +3,144 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,145 shares; 2024Q4: 31,864 shares; 2025Q1: not loaded; 2025Q2: 33,286 shares; 2025Q3: 34,927 shares; 2025Q4: 58,519 shares 58,519 $12.1M 0.21% +23,592 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,135 shares; 2024Q4: 52,827 shares; 2025Q1: not loaded; 2025Q2: 59,641 shares; 2025Q3: 59,795 shares; 2025Q4: 83,348 shares 83,348 $12M 0.21% +23,553 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,642 shares; 2024Q4: 31,198 shares; 2025Q1: not loaded; 2025Q2: 31,845 shares; 2025Q3: 37,669 shares; 2025Q4: 55,573 shares 55,573 $11.9M 0.21% +17,904 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,373 shares; 2024Q4: 303,343 shares; 2025Q1: not loaded; 2025Q2: 275,695 shares; 2025Q3: 252,077 shares; 2025Q4: 249,324 shares 249,324 $11.7M 0.21% -2,753 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,394 shares; 2024Q4: 155,448 shares; 2025Q1: not loaded; 2025Q2: 124,260 shares; 2025Q3: 131,058 shares; 2025Q4: 139,455 shares 139,455 $11.7M 0.21% +8,397 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,673 shares; 2024Q4: 132,182 shares; 2025Q1: not loaded; 2025Q2: 116,693 shares; 2025Q3: 116,182 shares; 2025Q4: 108,716 shares 108,716 $11.6M 0.21% -7,466 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,814 shares; 2024Q4: 104,581 shares; 2025Q1: not loaded; 2025Q2: 118,999 shares; 2025Q3: 134,432 shares; 2025Q4: 139,395 shares 139,395 $11.5M 0.2% +4,963 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,983 shares; 2024Q4: 76,587 shares; 2025Q1: not loaded; 2025Q2: 138,888 shares; 2025Q3: 161,255 shares; 2025Q4: 215,787 shares 215,787 $11.4M 0.2% +54,532 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,257 shares; 2024Q4: 57,000 shares; 2025Q1: not loaded; 2025Q2: 67,928 shares; 2025Q3: 71,522 shares; 2025Q4: 75,540 shares 75,540 $11.2M 0.2% +4,018 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,880 shares; 2024Q4: 31,470 shares; 2025Q1: not loaded; 2025Q2: 87,151 shares; 2025Q3: 89,131 shares; 2025Q4: 137,928 shares 137,928 $11.2M 0.2% +48,797 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,442 shares; 2024Q4: 247,297 shares; 2025Q1: not loaded; 2025Q2: 385,454 shares; 2025Q3: 404,651 shares; 2025Q4: 432,803 shares 432,803 $11.1M 0.2% +28,152 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,997 shares; 2024Q4: 134,577 shares; 2025Q1: not loaded; 2025Q2: 204,602 shares; 2025Q3: 216,777 shares; 2025Q4: 219,994 shares 219,994 $11.1M 0.2% +3,217 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,115 shares; 2024Q4: 121,747 shares; 2025Q1: not loaded; 2025Q2: 119,025 shares; 2025Q3: 112,505 shares; 2025Q4: 200,800 shares 200,800 $11M 0.2% +88,295 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,702 shares; 2024Q4: 36,320 shares; 2025Q1: not loaded; 2025Q2: 36,950 shares; 2025Q3: 36,837 shares; 2025Q4: 76,155 shares 76,155 $11M 0.19% +39,318 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,519 shares; 2024Q4: 41,090 shares; 2025Q1: not loaded; 2025Q2: 49,457 shares; 2025Q3: 47,868 shares; 2025Q4: 67,177 shares 67,177 $10.8M 0.19% +19,309 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,050 shares; 2024Q4: 82,244 shares; 2025Q1: not loaded; 2025Q2: 82,512 shares; 2025Q3: 85,964 shares; 2025Q4: 138,196 shares 138,196 $10.6M 0.19% +52,232 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,392 shares; 2024Q4: 167,337 shares; 2025Q1: not loaded; 2025Q2: 310,291 shares; 2025Q3: 413,920 shares; 2025Q4: 461,906 shares 461,906 $10.6M 0.19% +47,986 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448,874 shares 448,874 $10.5M 0.19% new GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 5,619 shares; 2025Q1: not loaded; 2025Q2: 8,079 shares; 2025Q3: 8,846 shares; 2025Q4: 11,944 shares 11,944 $10.5M 0.19% +3,098 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,297 shares; 2024Q4: 27,571 shares; 2025Q1: not loaded; 2025Q2: 27,532 shares; 2025Q3: 27,750 shares; 2025Q4: 28,869 shares 28,869 $10.4M 0.18% +1,119 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,376 shares; 2024Q4: 25,239 shares; 2025Q1: not loaded; 2025Q2: 27,590 shares; 2025Q3: 26,570 shares; 2025Q4: 34,966 shares 34,966 $10.4M 0.18% +8,396 Timeline CENCORA INC CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,525 shares 30,525 $10.3M 0.18% new KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,289 shares; 2024Q4: 87,924 shares; 2025Q1: not loaded; 2025Q2: 116,823 shares; 2025Q3: 124,073 shares; 2025Q4: 146,080 shares 146,080 $10.2M 0.18% +22,007 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,685 shares; 2024Q4: 198,295 shares; 2025Q1: not loaded; 2025Q2: 181,620 shares; 2025Q3: 150,949 shares; 2025Q4: 89,428 shares 89,428 $10.2M 0.18% -61,521 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 20,557 shares; 2025Q1: not loaded; 2025Q2: 20,819 shares; 2025Q3: 22,284 shares; 2025Q4: 32,351 shares 32,351 $9.96M 0.18% +10,067 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,717 shares; 2024Q4: 58,604 shares; 2025Q1: not loaded; 2025Q2: 65,845 shares; 2025Q3: 65,949 shares; 2025Q4: 79,525 shares 79,525 $9.96M 0.18% +13,576 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 11,956 shares; 2025Q1: not loaded; 2025Q2: 35,613 shares; 2025Q3: 37,095 shares; 2025Q4: 63,602 shares 63,602 $9.77M 0.17% +26,507 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,943 shares; 2024Q4: 137,910 shares; 2025Q1: not loaded; 2025Q2: 130,701 shares; 2025Q3: 74,477 shares; 2025Q4: 130,199 shares 130,199 $9.64M 0.17% +55,722 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not loaded; 2025Q2: 95,268 shares; 2025Q3: 144,425 shares; 2025Q4: 176,231 shares 176,231 $9.53M 0.17% +31,806 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,127 shares; 2024Q4: 154,339 shares; 2025Q1: not loaded; 2025Q2: 161,819 shares; 2025Q3: 169,391 shares; 2025Q4: 190,898 shares 190,898 $9.47M 0.17% +21,507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,877 shares; 2024Q4: 9,053 shares; 2025Q1: not loaded; 2025Q2: 11,149 shares; 2025Q3: 11,657 shares; 2025Q4: 44,528 shares 44,528 $9.43M 0.17% +32,871 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,855 shares; 2024Q4: 62,250 shares; 2025Q1: not loaded; 2025Q2: 72,018 shares; 2025Q3: 75,824 shares; 2025Q4: 79,277 shares 79,277 $9.33M 0.17% +3,453 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,207 shares; 2024Q4: 168,971 shares; 2025Q1: not loaded; 2025Q2: 172,327 shares; 2025Q3: 184,843 shares; 2025Q4: 224,995 shares 224,995 $9.31M 0.17% +40,152 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,966 shares; 2024Q4: 9,391 shares; 2025Q1: not loaded; 2025Q2: 41,228 shares; 2025Q3: 46,410 shares; 2025Q4: 91,178 shares 91,178 $9.27M 0.16% +44,768 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,302 shares; 2024Q4: 46,844 shares; 2025Q1: not loaded; 2025Q2: 42,655 shares; 2025Q3: 41,697 shares; 2025Q4: 87,713 shares 87,713 $9.23M 0.16% +46,016 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 51,763 shares; 2025Q3: 166,164 shares; 2025Q4: 268,415 shares 268,415 $8.94M 0.16% +102,251 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 4,879 shares; 2025Q1: not loaded; 2025Q2: 10,858 shares; 2025Q3: 10,286 shares; 2025Q4: 35,226 shares 35,226 $8.82M 0.16% +24,940 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,341 shares; 2024Q4: 68,004 shares; 2025Q1: not loaded; 2025Q2: 66,275 shares; 2025Q3: 64,204 shares; 2025Q4: 198,669 shares 198,669 $8.78M 0.16% +134,465 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,847 shares; 2024Q4: 61,823 shares; 2025Q1: not loaded; 2025Q2: 72,812 shares; 2025Q3: 79,186 shares; 2025Q4: 93,763 shares 93,763 $8.74M 0.16% +14,577 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,011 shares; 2024Q4: 18,218 shares; 2025Q1: not loaded; 2025Q2: 15,597 shares; 2025Q3: 18,972 shares; 2025Q4: 30,383 shares 30,383 $8.67M 0.15% +11,411 Timeline RTX CORPORATION RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,201 shares 47,201 $8.66M 0.15% new IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162,571 shares; 2025Q1: not loaded; 2025Q2: 130,133 shares; 2025Q3: 143,786 shares; 2025Q4: 192,951 shares 192,951 $8.53M 0.15% +49,165 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,766 shares; 2024Q4: 33,021 shares; 2025Q1: not loaded; 2025Q2: 34,003 shares; 2025Q3: 33,879 shares; 2025Q4: 32,189 shares 32,189 $8.3M 0.15% -1,690 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,782 shares; 2024Q4: 139,883 shares; 2025Q1: not loaded; 2025Q2: 133,600 shares; 2025Q3: 139,991 shares; 2025Q4: 147,995 shares 147,995 $8.26M 0.15% +8,004 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,999 shares; 2024Q4: 52,132 shares; 2025Q1: not loaded; 2025Q2: 50,922 shares; 2025Q3: 59,698 shares; 2025Q4: 67,061 shares 67,061 $8.16M 0.14% +7,363 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,183 shares; 2024Q4: 93,341 shares; 2025Q1: not loaded; 2025Q2: 125,354 shares; 2025Q3: 112,365 shares; 2025Q4: 148,675 shares 148,675 $8.13M 0.14% +36,310 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 15,574 shares; 2025Q1: not loaded; 2025Q2: 63,229 shares; 2025Q3: 61,607 shares; 2025Q4: 62,307 shares 62,307 $8.05M 0.14% +700 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,923 shares; 2024Q4: 34,736 shares; 2025Q1: not loaded; 2025Q2: 88,801 shares; 2025Q3: 105,178 shares; 2025Q4: 150,664 shares 150,664 $7.97M 0.14% +45,486 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,594 shares; 2024Q4: 36,748 shares; 2025Q1: not loaded; 2025Q2: 45,246 shares; 2025Q3: 46,054 shares; 2025Q4: 73,811 shares 73,811 $7.91M 0.14% +27,757 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,071 shares; 2025Q1: not loaded; 2025Q2: 76,666 shares; 2025Q3: 84,750 shares; 2025Q4: 84,724 shares 84,724 $7.9M 0.14% -26 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,918 shares; 2024Q4: 305,877 shares; 2025Q1: not loaded; 2025Q2: 243,446 shares; 2025Q3: 237,222 shares; 2025Q4: 231,596 shares 231,596 $7.83M 0.14% -5,626 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 22,852 shares; 2025Q1: not loaded; 2025Q2: 46,132 shares; 2025Q3: 45,262 shares; 2025Q4: 35,796 shares 35,796 $7.77M 0.14% -9,466 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 7,332 shares; 2025Q1: not loaded; 2025Q2: 82,963 shares; 2025Q3: 175,319 shares; 2025Q4: 289,676 shares 289,676 $7.68M 0.14% +114,357 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 8,544 shares; 2025Q1: not loaded; 2025Q2: 19,569 shares; 2025Q3: 20,617 shares; 2025Q4: 29,684 shares 29,684 $7.63M 0.14% +9,067 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,413 shares; 2024Q4: 40,028 shares; 2025Q1: not loaded; 2025Q2: 64,047 shares; 2025Q3: 69,202 shares; 2025Q4: 92,026 shares 92,026 $7.62M 0.14% +22,824 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 15,232 shares; 2025Q1: not loaded; 2025Q2: 17,050 shares; 2025Q3: 16,978 shares; 2025Q4: 24,896 shares 24,896 $7.61M 0.14% +7,918 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: not loaded; 2025Q2: 194,757 shares; 2025Q3: 202,020 shares; 2025Q4: 193,350 shares 193,350 $7.56M 0.13% -8,670 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 30,705 shares; 2025Q1: not loaded; 2025Q2: 38,359 shares; 2025Q3: 40,648 shares; 2025Q4: 64,485 shares 64,485 $7.52M 0.13% +23,837 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,486 shares; 2024Q4: 109,434 shares; 2025Q1: not loaded; 2025Q2: 101,020 shares; 2025Q3: 66,041 shares; 2025Q4: 93,249 shares 93,249 $7.49M 0.13% +27,208 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 15,724 shares; 2025Q1: not loaded; 2025Q2: 16,189 shares; 2025Q3: 16,447 shares; 2025Q4: 18,048 shares 18,048 $7.45M 0.13% +1,601 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,574 shares; 2024Q4: 56,433 shares; 2025Q1: not loaded; 2025Q2: 40,321 shares; 2025Q3: 38,986 shares; 2025Q4: 51,954 shares 51,954 $7.45M 0.13% +12,968 Timeline VIOG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,789 shares; 2024Q4: 54,772 shares; 2025Q1: not loaded; 2025Q2: 57,740 shares; 2025Q3: 59,512 shares; 2025Q4: 61,246 shares 61,246 $7.43M 0.13% +1,734 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,117 shares; 2024Q4: 14,844 shares; 2025Q1: not loaded; 2025Q2: 23,649 shares; 2025Q3: 25,482 shares; 2025Q4: 41,722 shares 41,722 $7.41M 0.13% +16,240 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,920 shares; 2024Q4: 31,316 shares; 2025Q1: not loaded; 2025Q2: 43,148 shares; 2025Q3: 48,456 shares; 2025Q4: 62,821 shares 62,821 $7.36M 0.13% +14,365 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,843 shares; 2024Q4: 122,101 shares; 2025Q1: not loaded; 2025Q2: 142,005 shares; 2025Q3: 146,051 shares; 2025Q4: 178,201 shares 178,201 $7.26M 0.13% +32,150 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 19,814 shares; 2025Q1: not loaded; 2025Q2: 60,206 shares; 2025Q3: 58,800 shares; 2025Q4: 60,774 shares 60,774 $7.25M 0.13% +1,974 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,795 shares; 2024Q4: 12,928 shares; 2025Q1: not loaded; 2025Q2: 13,095 shares; 2025Q3: 255,003 shares; 2025Q4: 322,051 shares 322,051 $7.24M 0.13% +67,048 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 13,764 shares; 2025Q1: not loaded; 2025Q2: 15,452 shares; 2025Q3: 16,380 shares; 2025Q4: 22,071 shares 22,071 $7.22M 0.13% +5,691 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,776 shares; 2025Q1: not loaded; 2025Q2: 6,014 shares; 2025Q3: 6,997 shares; 2025Q4: 11,034 shares 11,034 $7.21M 0.13% +4,037 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,954 shares; 2024Q4: 136,159 shares; 2025Q1: not loaded; 2025Q2: 156,932 shares; 2025Q3: 185,769 shares; 2025Q4: 288,882 shares 288,882 $7.18M 0.13% +103,113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,331 shares; 2025Q1: not loaded; 2025Q2: 4,011 shares; 2025Q3: 4,240 shares; 2025Q4: 23,257 shares 23,257 $7.03M 0.12% +19,017 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,949 shares; 2024Q4: 225,853 shares; 2025Q1: not loaded; 2025Q2: 180,037 shares; 2025Q3: 176,686 shares; 2025Q4: 177,130 shares 177,130 $7.01M 0.12% +444 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,476 shares; 2024Q4: 17,943 shares; 2025Q1: not loaded; 2025Q2: 59,839 shares; 2025Q3: 60,325 shares; 2025Q4: 68,806 shares 68,806 $6.9M 0.12% +8,481 Timeline QUANTA SVCS INC QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,231 shares 16,231 $6.85M 0.12% new BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,006 shares; 2024Q4: 45,935 shares; 2025Q1: not loaded; 2025Q2: 63,678 shares; 2025Q3: 66,959 shares; 2025Q4: 72,814 shares 72,814 $6.78M 0.12% +5,855 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,580 shares; 2024Q4: 59,635 shares; 2025Q1: not loaded; 2025Q2: 56,284 shares; 2025Q3: 67,263 shares; 2025Q4: 68,500 shares 68,500 $6.7M 0.12% +1,237 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,025 shares; 2024Q4: 15,366 shares; 2025Q1: not loaded; 2025Q2: 16,459 shares; 2025Q3: 19,592 shares; 2025Q4: 25,208 shares 25,208 $6.68M 0.12% +5,616 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 7,260 shares; 2025Q1: not loaded; 2025Q2: 7,730 shares; 2025Q3: 8,161 shares; 2025Q4: 8,725 shares 8,725 $6.58M 0.12% +564 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,316 shares; 2024Q4: 35,309 shares; 2025Q1: not loaded; 2025Q2: 75,273 shares; 2025Q3: 92,881 shares; 2025Q4: 115,815 shares 115,815 $6.57M 0.12% +22,934 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,388 shares; 2024Q4: 50,055 shares; 2025Q1: not loaded; 2025Q2: 37,130 shares; 2025Q3: 38,375 shares; 2025Q4: 38,986 shares 38,986 $6.55M 0.12% +611 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,527 shares; 2024Q4: 74,630 shares; 2025Q1: not loaded; 2025Q2: 108,902 shares; 2025Q3: 83,969 shares; 2025Q4: 100,063 shares 100,063 $6.45M 0.11% +16,094 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,657 shares; 2024Q4: 66,119 shares; 2025Q1: not loaded; 2025Q2: 117,498 shares; 2025Q3: 156,511 shares; 2025Q4: 172,911 shares 172,911 $6.37M 0.11% +16,400 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,885 shares; 2024Q4: 110,709 shares; 2025Q1: not loaded; 2025Q2: 123,910 shares; 2025Q3: 133,567 shares; 2025Q4: 171,717 shares 171,717 $6.34M 0.11% +38,150 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,589 shares; 2024Q4: 30,641 shares; 2025Q1: not loaded; 2025Q2: 24,698 shares; 2025Q3: 24,760 shares; 2025Q4: 29,976 shares 29,976 $6.31M 0.11% +5,216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 313 shares; 2025Q1: not loaded; 2025Q2: 66,093 shares; 2025Q3: 80,018 shares; 2025Q4: 87,835 shares 87,835 $6.3M 0.11% +7,817 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,301 shares; 2024Q4: 43,368 shares; 2025Q1: not loaded; 2025Q2: 44,160 shares; 2025Q3: 45,662 shares; 2025Q4: 40,603 shares 40,603 $6.26M 0.11% -5,059 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,492 shares; 2024Q4: 57,875 shares; 2025Q1: not loaded; 2025Q2: 49,510 shares; 2025Q3: 28,110 shares; 2025Q4: 32,452 shares 32,452 $6.22M 0.11% +4,342 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,570 shares; 2024Q4: 7,272 shares; 2025Q1: not loaded; 2025Q2: 10,727 shares; 2025Q3: 16,858 shares; 2025Q4: 28,883 shares 28,883 $6.2M 0.11% +12,025 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,646 shares; 2024Q4: 22,024 shares; 2025Q1: not loaded; 2025Q2: 21,773 shares; 2025Q3: 21,683 shares; 2025Q4: 26,665 shares 26,665 $6.17M 0.11% +4,982 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,416 shares; 2024Q4: 35,699 shares; 2025Q1: not loaded; 2025Q2: 31,039 shares; 2025Q3: 29,671 shares; 2025Q4: 122,420 shares 122,420 $6.16M 0.11% +92,749 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,844 shares; 2024Q4: 57,241 shares; 2025Q1: not loaded; 2025Q2: 73,938 shares; 2025Q3: 77,091 shares; 2025Q4: 74,377 shares 74,377 $6.08M 0.11% -2,714 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,588 shares; 2024Q4: 65,570 shares; 2025Q1: not loaded; 2025Q2: 62,929 shares; 2025Q3: 65,098 shares; 2025Q4: 74,958 shares 74,958 $6.04M 0.11% +9,860 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 12,794 shares; 2025Q1: not loaded; 2025Q2: 10,973 shares; 2025Q3: 12,002 shares; 2025Q4: 16,183 shares 16,183 $5.99M 0.11% +4,181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,906 shares; 2024Q4: 183,997 shares; 2025Q1: not loaded; 2025Q2: 182,967 shares; 2025Q3: 171,058 shares; 2025Q4: 156,399 shares 156,399 $5.98M 0.11% -14,659 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,439 shares; 2025Q1: not loaded; 2025Q2: 39,377 shares; 2025Q3: 45,707 shares; 2025Q4: 62,528 shares 62,528 $5.96M 0.11% +16,821 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,825 shares; 2025Q1: not loaded; 2025Q2: 5,428 shares; 2025Q3: 5,486 shares; 2025Q4: 5,557 shares 5,557 $5.95M 0.11% +71 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,738 shares; 2025Q1: not loaded; 2025Q2: 1,092 shares; 2025Q3: 2,012 shares; 2025Q4: 8,609 shares 8,609 $5.8M 0.1% +6,597 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,125 shares; 2024Q4: 12,945 shares; 2025Q1: not loaded; 2025Q2: 14,240 shares; 2025Q3: 13,949 shares; 2025Q4: 18,113 shares 18,113 $5.77M 0.1% +4,164 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,700 shares; 2024Q4: 119,182 shares; 2025Q1: not loaded; 2025Q2: 43,897 shares; 2025Q3: 44,005 shares; 2025Q4: 61,143 shares 61,143 $5.76M 0.1% +17,138 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,148 shares; 2024Q4: 32,239 shares; 2025Q1: not loaded; 2025Q2: 32,714 shares; 2025Q3: 31,312 shares; 2025Q4: 31,198 shares 31,198 $5.76M 0.1% -114 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 3,068 shares; 2025Q1: not loaded; 2025Q2: 3,965 shares; 2025Q3: 11,974 shares; 2025Q4: 16,272 shares 16,272 $5.75M 0.1% +4,298 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,531 shares; 2024Q4: 36,663 shares; 2025Q1: not loaded; 2025Q2: 37,688 shares; 2025Q3: 37,512 shares; 2025Q4: 59,704 shares 59,704 $5.75M 0.1% +22,192 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 70,154 shares; 2025Q3: 81,318 shares; 2025Q4: 149,045 shares 149,045 $5.75M 0.1% +67,727 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,993 shares; 2024Q4: 53,843 shares; 2025Q1: not loaded; 2025Q2: 59,945 shares; 2025Q3: 62,664 shares; 2025Q4: 54,459 shares 54,459 $5.58M 0.1% -8,205 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,888 shares; 2024Q4: 37,562 shares; 2025Q1: not loaded; 2025Q2: 45,514 shares; 2025Q3: 45,324 shares; 2025Q4: 48,726 shares 48,726 $5.54M 0.1% +3,402 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,207 shares; 2024Q4: 39,852 shares; 2025Q1: not loaded; 2025Q2: 38,428 shares; 2025Q3: 48,460 shares; 2025Q4: 56,890 shares 56,890 $5.46M 0.1% +8,430 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 955 shares; 2025Q1: not loaded; 2025Q2: 739 shares; 2025Q3: 761 shares; 2025Q4: 1,007 shares 1,007 $5.39M 0.1% +246 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,329 shares; 2024Q4: 104,585 shares; 2025Q1: not loaded; 2025Q2: 135,857 shares; 2025Q3: 134,789 shares; 2025Q4: 216,502 shares 216,502 $5.39M 0.1% +81,713 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,309 shares; 2024Q4: 30,740 shares; 2025Q1: not loaded; 2025Q2: 47,447 shares; 2025Q3: 55,214 shares; 2025Q4: 106,645 shares 106,645 $5.33M 0.09% +51,431 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,238 shares; 2024Q4: 75,988 shares; 2025Q1: not loaded; 2025Q2: 52,998 shares; 2025Q3: 52,663 shares; 2025Q4: 91,806 shares 91,806 $5.29M 0.09% +39,143 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,457 shares; 2025Q1: not loaded; 2025Q2: 18,472 shares; 2025Q3: 16,447 shares; 2025Q4: 30,902 shares 30,902 $5.29M 0.09% +14,455 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,530 shares; 2024Q4: 127,664 shares; 2025Q1: not loaded; 2025Q2: 127,467 shares; 2025Q3: 119,789 shares; 2025Q4: 102,855 shares 102,855 $5.2M 0.09% -16,934 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 127,525 shares; 2025Q3: 134,799 shares; 2025Q4: 137,069 shares 137,069 $5.18M 0.09% +2,270 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,945 shares; 2024Q4: 10,844 shares; 2025Q1: not loaded; 2025Q2: 21,723 shares; 2025Q3: 25,348 shares; 2025Q4: 56,118 shares 56,118 $5.16M 0.09% +30,770 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,024 shares; 2025Q1: not loaded; 2025Q2: 10,581 shares; 2025Q3: 11,413 shares; 2025Q4: 21,216 shares 21,216 $5.14M 0.09% +9,803 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 10,905 shares; 2025Q1: not loaded; 2025Q2: 23,892 shares; 2025Q3: 28,830 shares; 2025Q4: 42,861 shares 42,861 $5.12M 0.09% +14,031 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,050 shares; 2024Q4: 19,436 shares; 2025Q1: not loaded; 2025Q2: 13,492 shares; 2025Q3: 11,733 shares; 2025Q4: 15,373 shares 15,373 $5.07M 0.09% +3,640 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,320 shares; 2024Q4: 17,570 shares; 2025Q1: not loaded; 2025Q2: 28,970 shares; 2025Q3: 47,236 shares; 2025Q4: 49,709 shares 49,709 $5.06M 0.09% +2,473 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,213 shares; 2024Q4: 9,237 shares; 2025Q1: not loaded; 2025Q2: 9,491 shares; 2025Q3: 9,167 shares; 2025Q4: 10,423 shares 10,423 $5.04M 0.09% +1,256 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,610 shares; 2024Q4: 120,074 shares; 2025Q1: not loaded; 2025Q2: 125,095 shares; 2025Q3: 106,616 shares; 2025Q4: 99,584 shares 99,584 $5.04M 0.09% -7,032 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,827 shares; 2024Q4: 28,979 shares; 2025Q1: not loaded; 2025Q2: 8,662 shares; 2025Q3: 46,705 shares; 2025Q4: 57,388 shares 57,388 $5M 0.09% +10,683 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,219 shares; 2024Q4: 28,836 shares; 2025Q1: not loaded; 2025Q2: 28,684 shares; 2025Q3: 33,584 shares; 2025Q4: 51,919 shares 51,919 $4.99M 0.09% +18,335 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,488 shares; 2024Q4: 30,660 shares; 2025Q1: not loaded; 2025Q2: 25,122 shares; 2025Q3: 26,835 shares; 2025Q4: 32,089 shares 32,089 $4.98M 0.09% +5,254 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,683 shares; 2024Q4: 51,350 shares; 2025Q1: not loaded; 2025Q2: 65,329 shares; 2025Q3: 53,387 shares; 2025Q4: 58,816 shares 58,816 $4.95M 0.09% +5,429 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,850 shares; 2024Q4: 10,671 shares; 2025Q1: not loaded; 2025Q2: 11,724 shares; 2025Q3: 11,076 shares; 2025Q4: 20,461 shares 20,461 $4.93M 0.09% +9,385 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,814 shares; 2024Q4: 27,612 shares; 2025Q1: not loaded; 2025Q2: 30,315 shares; 2025Q3: 29,408 shares; 2025Q4: 89,952 shares 89,952 $4.85M 0.09% +60,544 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,282 shares; 2024Q4: 109,600 shares; 2025Q1: not loaded; 2025Q2: 173,824 shares; 2025Q3: 195,474 shares; 2025Q4: 211,103 shares 211,103 $4.78M 0.08% +15,629 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,795 shares; 2024Q4: 138,815 shares; 2025Q1: not loaded; 2025Q2: 61,953 shares; 2025Q3: 160,373 shares; 2025Q4: 212,267 shares 212,267 $4.75M 0.08% +51,894 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,889 shares; 2024Q4: 21,601 shares; 2025Q1: not loaded; 2025Q2: 14,760 shares; 2025Q3: 15,041 shares; 2025Q4: 25,070 shares 25,070 $4.72M 0.08% +10,029 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,136 shares; 2024Q4: 109,887 shares; 2025Q1: not loaded; 2025Q2: 113,861 shares; 2025Q3: 109,524 shares; 2025Q4: 110,640 shares 110,640 $4.71M 0.08% +1,116 Timeline DIEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 81,554 shares; 2025Q3: 81,421 shares; 2025Q4: 139,511 shares 139,511 $4.69M 0.08% +58,090 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,628 shares; 2024Q4: 71,439 shares; 2025Q1: not loaded; 2025Q2: 103,463 shares; 2025Q3: 111,515 shares; 2025Q4: 113,212 shares 113,212 $4.67M 0.08% +1,697 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,286 shares; 2024Q4: 139,421 shares; 2025Q1: not loaded; 2025Q2: 177,767 shares; 2025Q3: 158,443 shares; 2025Q4: 170,866 shares 170,866 $4.65M 0.08% +12,423 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 792 shares; 2025Q1: not loaded; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 100,337 shares 100,337 $4.61M 0.08% +100,045 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,710 shares; 2024Q4: 19,632 shares; 2025Q1: not loaded; 2025Q2: 19,075 shares; 2025Q3: 19,090 shares; 2025Q4: 32,597 shares 32,597 $4.6M 0.08% +13,507 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,893 shares; 2024Q4: 23,099 shares; 2025Q1: not loaded; 2025Q2: 20,038 shares; 2025Q3: 21,326 shares; 2025Q4: 19,877 shares 19,877 $4.58M 0.08% -1,449 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 7,358 shares; 2025Q1: not loaded; 2025Q2: 8,032 shares; 2025Q3: 7,564 shares; 2025Q4: 14,604 shares 14,604 $4.56M 0.08% +7,040 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,068 shares; 2024Q4: 29,517 shares; 2025Q1: not loaded; 2025Q2: 18,243 shares; 2025Q3: 17,840 shares; 2025Q4: 26,463 shares 26,463 $4.53M 0.08% +8,623 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,211 shares; 2024Q4: 22,337 shares; 2025Q1: not loaded; 2025Q2: 29,829 shares; 2025Q3: 20,843 shares; 2025Q4: 22,507 shares 22,507 $4.49M 0.08% +1,664 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,210 shares; 2024Q4: 40,282 shares; 2025Q1: not loaded; 2025Q2: 46,509 shares; 2025Q3: 49,545 shares; 2025Q4: 59,573 shares 59,573 $4.49M 0.08% +10,028 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 17,668 shares; 2025Q1: not loaded; 2025Q2: 17,465 shares; 2025Q3: 22,910 shares; 2025Q4: 39,731 shares 39,731 $4.49M 0.08% +16,821 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,375 shares; 2024Q4: 70,294 shares; 2025Q1: not loaded; 2025Q2: 135,870 shares; 2025Q3: 101,536 shares; 2025Q4: 81,590 shares 81,590 $4.47M 0.08% -19,946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,352 shares; 2024Q4: 65,455 shares; 2025Q1: not loaded; 2025Q2: 53,842 shares; 2025Q3: 52,076 shares; 2025Q4: 165,907 shares 165,907 $4.46M 0.08% +113,831 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,098 shares; 2025Q1: not loaded; 2025Q2: 2,335 shares; 2025Q3: 84,513 shares; 2025Q4: 87,965 shares 87,965 $4.46M 0.08% +3,452 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,095 shares; 2024Q4: 42,686 shares; 2025Q1: not loaded; 2025Q2: 109,133 shares; 2025Q3: 105,140 shares; 2025Q4: 95,623 shares 95,623 $4.41M 0.08% -9,517 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,401 shares; 2024Q4: 64,930 shares; 2025Q1: not loaded; 2025Q2: 63,629 shares; 2025Q3: 63,354 shares; 2025Q4: 64,428 shares 64,428 $4.4M 0.08% +1,074 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 14,382 shares; 2025Q1: not loaded; 2025Q2: 12,943 shares; 2025Q3: 12,817 shares; 2025Q4: 24,219 shares 24,219 $4.39M 0.08% +11,402 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,447 shares; 2024Q4: 22,502 shares; 2025Q1: not loaded; 2025Q2: 9,727 shares; 2025Q3: 8,207 shares; 2025Q4: 175,739 shares 175,739 $4.38M 0.08% +167,532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,802 shares; 2024Q4: 39,677 shares; 2025Q1: not loaded; 2025Q2: 92,806 shares; 2025Q3: 111,299 shares; 2025Q4: 121,464 shares 121,464 $4.36M 0.08% +10,165 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,848 shares; 2025Q1: not loaded; 2025Q2: 2,069 shares; 2025Q3: 2,409 shares; 2025Q4: 6,483 shares 6,483 $4.29M 0.08% +4,074 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,599 shares; 2024Q4: 56,019 shares; 2025Q1: not loaded; 2025Q2: 57,999 shares; 2025Q3: 65,140 shares; 2025Q4: 86,528 shares 86,528 $4.26M 0.08% +21,388 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 9,492 shares; 2025Q1: not loaded; 2025Q2: 11,944 shares; 2025Q3: 7,901 shares; 2025Q4: 9,079 shares 9,079 $4.26M 0.08% +1,178 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,184 shares; 2024Q4: 22,752 shares; 2025Q1: not loaded; 2025Q2: 20,034 shares; 2025Q3: 19,780 shares; 2025Q4: 29,451 shares 29,451 $4.23M 0.07% +9,671 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,009 shares; 2025Q1: not loaded; 2025Q2: 2,342 shares; 2025Q3: 2,348 shares; 2025Q4: 13,669 shares 13,669 $4.22M 0.07% +11,321 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,909 shares; 2025Q1: not loaded; 2025Q2: 11,331 shares; 2025Q3: 14,464 shares; 2025Q4: 98,103 shares 98,103 $4.21M 0.07% +83,639 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 2,982 shares; 2025Q1: not loaded; 2025Q2: 3,142 shares; 2025Q3: 3,266 shares; 2025Q4: 7,221 shares 7,221 $4.18M 0.07% +3,955 Timeline WORLD GOLD TR WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,686 shares 48,686 $4.16M 0.07% new PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 7,340 shares; 2025Q1: not loaded; 2025Q2: 17,031 shares; 2025Q3: 26,269 shares; 2025Q4: 22,518 shares 22,518 $4.15M 0.07% -3,751 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 5,627 shares; 2025Q1: not loaded; 2025Q2: 958 shares; 2025Q3: 1,209 shares; 2025Q4: 3,876 shares 3,876 $4.15M 0.07% +2,667 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 13,425 shares; 2025Q1: not loaded; 2025Q2: 7,006 shares; 2025Q3: 8,871 shares; 2025Q4: 15,177 shares 15,177 $4.14M 0.07% +6,306 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 7,713 shares; 2025Q1: not loaded; 2025Q2: 10,006 shares; 2025Q3: 11,698 shares; 2025Q4: 29,730 shares 29,730 $4.1M 0.07% +18,032 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,374 shares; 2024Q4: 23,510 shares; 2025Q1: not loaded; 2025Q2: 15,234 shares; 2025Q3: 16,071 shares; 2025Q4: 18,427 shares 18,427 $4.05M 0.07% +2,356 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,464 shares; 2024Q4: 26,211 shares; 2025Q1: not loaded; 2025Q2: 40,763 shares; 2025Q3: 40,958 shares; 2025Q4: 38,732 shares 38,732 $4.03M 0.07% -2,226 Timeline VIOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,556 shares; 2024Q4: 37,039 shares; 2025Q1: not loaded; 2025Q2: 38,598 shares; 2025Q3: 39,826 shares; 2025Q4: 40,995 shares 40,995 $4.01M 0.07% +1,169 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,627 shares; 2024Q4: 17,820 shares; 2025Q1: not loaded; 2025Q2: 14,002 shares; 2025Q3: 17,631 shares; 2025Q4: 24,629 shares 24,629 $3.99M 0.07% +6,998 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 1,589 shares; 2025Q1: not loaded; 2025Q2: 2,366 shares; 2025Q3: 2,156 shares; 2025Q4: 15,881 shares 15,881 $3.99M 0.07% +13,725 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,976 shares; 2024Q4: 62,360 shares; 2025Q1: not loaded; 2025Q2: 97,649 shares; 2025Q3: 110,360 shares; 2025Q4: 103,777 shares 103,777 $3.98M 0.07% -6,583 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,788 shares; 2024Q4: 8,982 shares; 2025Q1: not loaded; 2025Q2: 20,074 shares; 2025Q3: 17,867 shares; 2025Q4: 32,281 shares 32,281 $3.96M 0.07% +14,414 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,605 shares; 2024Q4: 61,640 shares; 2025Q1: not loaded; 2025Q2: 48,341 shares; 2025Q3: 50,192 shares; 2025Q4: 49,267 shares 49,267 $3.93M 0.07% -925 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,890 shares; 2024Q4: 17,153 shares; 2025Q1: not loaded; 2025Q2: 17,910 shares; 2025Q3: 19,261 shares; 2025Q4: 30,591 shares 30,591 $3.91M 0.07% +11,330 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,832 shares; 2025Q1: not loaded; 2025Q2: 12,092 shares; 2025Q3: 13,217 shares; 2025Q4: 18,690 shares 18,690 $3.9M 0.07% +5,473 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,321 shares; 2024Q4: 42,170 shares; 2025Q1: not loaded; 2025Q2: 127,456 shares; 2025Q3: 125,916 shares; 2025Q4: 125,575 shares 125,575 $3.89M 0.07% -341 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 11,219 shares; 2025Q1: not loaded; 2025Q2: 19,069 shares; 2025Q3: 21,682 shares; 2025Q4: 24,100 shares 24,100 $3.88M 0.07% +2,418 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,890 shares; 2024Q4: 38,638 shares; 2025Q1: not loaded; 2025Q2: 38,775 shares; 2025Q3: 45,181 shares; 2025Q4: 49,219 shares 49,219 $3.88M 0.07% +4,038 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 3,217 shares; 2025Q1: not loaded; 2025Q2: 16,612 shares; 2025Q3: 17,923 shares; 2025Q4: 42,815 shares 42,815 $3.85M 0.07% +24,892 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,083 shares; 2024Q4: 58,895 shares; 2025Q1: not loaded; 2025Q2: 82,773 shares; 2025Q3: 33,597 shares; 2025Q4: 39,476 shares 39,476 $3.8M 0.07% +5,879 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,452 shares; 2024Q4: 52,345 shares; 2025Q1: not loaded; 2025Q2: 61,976 shares; 2025Q3: 65,075 shares; 2025Q4: 68,266 shares 68,266 $3.79M 0.07% +3,191 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,855 shares; 2024Q4: 10,182 shares; 2025Q1: not loaded; 2025Q2: 10,444 shares; 2025Q3: 12,055 shares; 2025Q4: 39,359 shares 39,359 $3.79M 0.07% +27,304 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 7,052 shares; 2025Q1: not loaded; 2025Q2: 6,328 shares; 2025Q3: 6,961 shares; 2025Q4: 10,763 shares 10,763 $3.78M 0.07% +3,802 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,311 shares; 2024Q4: 68,265 shares; 2025Q1: not loaded; 2025Q2: 113,211 shares; 2025Q3: 105,770 shares; 2025Q4: 159,299 shares 159,299 $3.77M 0.07% +53,529 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 12,352 shares; 2025Q1: not loaded; 2025Q2: 6,463 shares; 2025Q3: 6,689 shares; 2025Q4: 10,768 shares 10,768 $3.77M 0.07% +4,079 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,040 shares; 2024Q4: 57,852 shares; 2025Q1: not loaded; 2025Q2: 57,464 shares; 2025Q3: 62,107 shares; 2025Q4: 74,661 shares 74,661 $3.75M 0.07% +12,554 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,882 shares; 2024Q4: 29,033 shares; 2025Q1: not loaded; 2025Q2: 30,701 shares; 2025Q3: 30,817 shares; 2025Q4: 37,531 shares 37,531 $3.75M 0.07% +6,714 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,530 shares; 2024Q4: 55,742 shares; 2025Q1: not loaded; 2025Q2: 58,884 shares; 2025Q3: 59,281 shares; 2025Q4: 59,184 shares 59,184 $3.72M 0.07% -97 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,731 shares; 2024Q4: 112,380 shares; 2025Q1: not loaded; 2025Q2: 112,718 shares; 2025Q3: 112,055 shares; 2025Q4: 113,903 shares 113,903 $3.71M 0.07% +1,848 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,348 shares; 2024Q4: 41,212 shares; 2025Q1: not loaded; 2025Q2: 38,811 shares; 2025Q3: 38,260 shares; 2025Q4: 37,970 shares 37,970 $3.68M 0.07% -290 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,673 shares; 2024Q4: 39,876 shares; 2025Q1: not loaded; 2025Q2: 54,362 shares; 2025Q3: 59,991 shares; 2025Q4: 91,174 shares 91,174 $3.67M 0.07% +31,183 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,573 shares; 2024Q4: 27,542 shares; 2025Q1: not loaded; 2025Q2: 12,275 shares; 2025Q3: 9,210 shares; 2025Q4: 50,042 shares 50,042 $3.64M 0.06% +40,832 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,450 shares; 2024Q4: 39,679 shares; 2025Q1: not loaded; 2025Q2: 35,555 shares; 2025Q3: 35,737 shares; 2025Q4: 35,113 shares 35,113 $3.64M 0.06% -624 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 4,653 shares; 2025Q1: not loaded; 2025Q2: 3,165 shares; 2025Q3: 2,903 shares; 2025Q4: 4,400 shares 4,400 $3.61M 0.06% +1,497 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,610 shares; 2024Q4: 46,199 shares; 2025Q1: not loaded; 2025Q2: 49,825 shares; 2025Q3: 56,334 shares; 2025Q4: 62,827 shares 62,827 $3.6M 0.06% +6,493 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,750 shares; 2024Q4: 49,148 shares; 2025Q1: not loaded; 2025Q2: 49,711 shares; 2025Q3: 46,546 shares; 2025Q4: 48,914 shares 48,914 $3.6M 0.06% +2,368 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 13,622 shares; 2025Q1: not loaded; 2025Q2: 33,407 shares; 2025Q3: 35,427 shares; 2025Q4: 35,733 shares 35,733 $3.59M 0.06% +306 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,266 shares; 2024Q4: 86,237 shares; 2025Q1: not loaded; 2025Q2: 127,886 shares; 2025Q3: 134,463 shares; 2025Q4: 141,534 shares 141,534 $3.58M 0.06% +7,071 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,275 shares; 2024Q4: 28,645 shares; 2025Q1: not loaded; 2025Q2: 24,765 shares; 2025Q3: 20,994 shares; 2025Q4: 23,040 shares 23,040 $3.57M 0.06% +2,046 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,531 shares; 2024Q4: 24,355 shares; 2025Q1: not loaded; 2025Q2: 35,789 shares; 2025Q3: 35,573 shares; 2025Q4: 50,105 shares 50,105 $3.56M 0.06% +14,532 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,607 shares; 2024Q4: 123,456 shares; 2025Q1: not loaded; 2025Q2: 85,296 shares; 2025Q3: 84,699 shares; 2025Q4: 86,337 shares 86,337 $3.53M 0.06% +1,638 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,829 shares; 2024Q4: 123,985 shares; 2025Q1: not loaded; 2025Q2: 120,908 shares; 2025Q3: 121,707 shares; 2025Q4: 123,417 shares 123,417 $3.52M 0.06% +1,710 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 3,345 shares; 2025Q1: not loaded; 2025Q2: 58,490 shares; 2025Q3: 53,438 shares; 2025Q4: 71,201 shares 71,201 $3.52M 0.06% +17,763 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 536 shares; 2025Q1: not loaded; 2025Q2: 1,480 shares; 2025Q3: 1,099 shares; 2025Q4: 2,893 shares 2,893 $3.52M 0.06% +1,794 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,966 shares; 2024Q4: 140,530 shares; 2025Q1: not loaded; 2025Q2: 129,657 shares; 2025Q3: 144,226 shares; 2025Q4: 133,214 shares 133,214 $3.49M 0.06% -11,012 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,417 shares; 2025Q1: not loaded; 2025Q2: 78,606 shares; 2025Q3: 75,619 shares; 2025Q4: 77,177 shares 77,177 $3.48M 0.06% +1,558 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,840 shares; 2024Q4: 54,430 shares; 2025Q1: not loaded; 2025Q2: 37,931 shares; 2025Q3: 36,810 shares; 2025Q4: 57,550 shares 57,550 $3.46M 0.06% +20,740 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,007 shares; 2024Q4: 90,309 shares; 2025Q1: not loaded; 2025Q2: 133,131 shares; 2025Q3: 140,099 shares; 2025Q4: 147,394 shares 147,394 $3.44M 0.06% +7,295 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,038 shares; 2024Q4: 20,988 shares; 2025Q1: not loaded; 2025Q2: 85,299 shares; 2025Q3: 103,366 shares; 2025Q4: 124,447 shares 124,447 $3.44M 0.06% +21,081 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,298 shares; 2024Q4: 99,379 shares; 2025Q1: not loaded; 2025Q2: 100,490 shares; 2025Q3: 104,090 shares; 2025Q4: 70,165 shares 70,165 $3.4M 0.06% -33,925 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 9,212 shares; 2025Q1: not loaded; 2025Q2: 10,702 shares; 2025Q3: 11,146 shares; 2025Q4: 19,132 shares 19,132 $3.39M 0.06% +7,986 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,664 shares; 2024Q4: 146,762 shares; 2025Q1: not loaded; 2025Q2: 133,802 shares; 2025Q3: 123,902 shares; 2025Q4: 117,461 shares 117,461 $3.39M 0.06% -6,441 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 11,143 shares; 2025Q1: not loaded; 2025Q2: 19,435 shares; 2025Q3: 26,040 shares; 2025Q4: 26,723 shares 26,723 $3.39M 0.06% +683 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,158 shares; 2024Q4: 55,690 shares; 2025Q1: not loaded; 2025Q2: 58,684 shares; 2025Q3: 60,313 shares; 2025Q4: 66,317 shares 66,317 $3.38M 0.06% +6,004 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,413 shares; 2025Q1: not loaded; 2025Q2: 2,431 shares; 2025Q3: 2,631 shares; 2025Q4: 6,435 shares 6,435 $3.36M 0.06% +3,804 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 115,927 shares; 2025Q3: 118,967 shares; 2025Q4: 121,799 shares 121,799 $3.33M 0.06% +2,832 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 9,502 shares; 2025Q1: not loaded; 2025Q2: 9,438 shares; 2025Q3: 9,360 shares; 2025Q4: 10,522 shares 10,522 $3.31M 0.06% +1,162 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 477 shares; 2025Q3: 1,405 shares; 2025Q4: 19,204 shares 19,204 $3.31M 0.06% +17,799 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 16,005 shares; 2025Q1: not loaded; 2025Q2: 2,267 shares; 2025Q3: 2,421 shares; 2025Q4: 10,563 shares 10,563 $3.3M 0.06% +8,142 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,511 shares; 2024Q4: 39,160 shares; 2025Q1: not loaded; 2025Q2: 42,224 shares; 2025Q3: 42,200 shares; 2025Q4: 61,782 shares 61,782 $3.3M 0.06% +19,582 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,776 shares; 2024Q4: 40,066 shares; 2025Q1: not loaded; 2025Q2: 35,281 shares; 2025Q3: 35,933 shares; 2025Q4: 73,694 shares 73,694 $3.29M 0.06% +37,761 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,688 shares; 2024Q4: 41,990 shares; 2025Q1: not loaded; 2025Q2: 49,631 shares; 2025Q3: 49,510 shares; 2025Q4: 57,010 shares 57,010 $3.21M 0.06% +7,500 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,972 shares; 2024Q4: 67,286 shares; 2025Q1: not loaded; 2025Q2: 19,063 shares; 2025Q3: 32,051 shares; 2025Q4: 41,586 shares 41,586 $3.2M 0.06% +9,535 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,138 shares; 2024Q4: 210,098 shares; 2025Q1: not loaded; 2025Q2: 212,257 shares; 2025Q3: 202,065 shares; 2025Q4: 192,810 shares 192,810 $3.18M 0.06% -9,255 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,075 shares; 2024Q4: 47,247 shares; 2025Q1: not loaded; 2025Q2: 40,809 shares; 2025Q3: 60,907 shares; 2025Q4: 52,413 shares 52,413 $3.17M 0.06% -8,494 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,477 shares; 2024Q4: 30,471 shares; 2025Q1: not loaded; 2025Q2: 31,479 shares; 2025Q3: 31,500 shares; 2025Q4: 35,664 shares 35,664 $3.16M 0.06% +4,164 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,469 shares; 2024Q4: 13,526 shares; 2025Q1: not loaded; 2025Q2: 15,976 shares; 2025Q3: 16,515 shares; 2025Q4: 22,993 shares 22,993 $3.15M 0.06% +6,478 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,733 shares; 2025Q1: not loaded; 2025Q2: 21,295 shares; 2025Q3: 18,580 shares; 2025Q4: 24,021 shares 24,021 $3.15M 0.06% +5,441 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 83,516 shares; 2025Q3: 78,077 shares; 2025Q4: 59,609 shares 59,609 $3.15M 0.06% -18,468 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 5,613 shares; 2025Q1: not loaded; 2025Q2: 4,730 shares; 2025Q3: 5,194 shares; 2025Q4: 6,132 shares 6,132 $3.13M 0.06% +938 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,597 shares; 2024Q4: 111,270 shares; 2025Q1: not loaded; 2025Q2: 97,722 shares; 2025Q3: 96,382 shares; 2025Q4: 95,374 shares 95,374 $3.12M 0.06% -1,008 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 75,188 shares 75,188 $3.12M 0.06% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,159 shares; 2024Q4: 34,828 shares; 2025Q1: not loaded; 2025Q2: 33,049 shares; 2025Q3: 32,899 shares; 2025Q4: 39,978 shares 39,978 $3.1M 0.05% +7,079 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,392 shares; 2025Q1: not loaded; 2025Q2: 2,084 shares; 2025Q3: 2,009 shares; 2025Q4: 3,512 shares 3,512 $3.09M 0.05% +1,503 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 66,800 shares 66,800 $3.08M 0.05% new Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,750 shares 60,750 $3.07M 0.05% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,936 shares; 2025Q1: not loaded; 2025Q2: 1,531 shares; 2025Q3: 1,579 shares; 2025Q4: 37,136 shares 37,136 $3.06M 0.05% +35,557 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,833 shares; 2024Q4: 9,401 shares; 2025Q1: not loaded; 2025Q2: 9,259 shares; 2025Q3: 9,503 shares; 2025Q4: 11,663 shares 11,663 $3.06M 0.05% +2,160 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,705 shares; 2024Q4: 21,414 shares; 2025Q1: not loaded; 2025Q2: 22,612 shares; 2025Q3: 23,708 shares; 2025Q4: 28,968 shares 28,968 $3.05M 0.05% +5,260 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,735 shares; 2024Q4: 100,247 shares; 2025Q1: not loaded; 2025Q2: 95,213 shares; 2025Q3: 100,525 shares; 2025Q4: 64,937 shares 64,937 $3.05M 0.05% -35,588 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,274 shares; 2024Q4: 40,184 shares; 2025Q1: not loaded; 2025Q2: 31,640 shares; 2025Q3: 31,640 shares; 2025Q4: 28,432 shares 28,432 $3.05M 0.05% -3,208 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,554 shares 77,554 $3.05M 0.05% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,719 shares; 2024Q4: 29,684 shares; 2025Q1: not loaded; 2025Q2: 28,666 shares; 2025Q3: 28,845 shares; 2025Q4: 32,158 shares 32,158 $3.04M 0.05% +3,313 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,164 shares; 2024Q4: 67,425 shares; 2025Q1: not loaded; 2025Q2: 51,418 shares; 2025Q3: 53,204 shares; 2025Q4: 106,080 shares 106,080 $3.02M 0.05% +52,876 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 87,963 shares; 2025Q1: not loaded; 2025Q2: 77,089 shares; 2025Q3: 76,969 shares; 2025Q4: 78,326 shares 78,326 $3M 0.05% +1,357 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,851 shares; 2024Q4: 244,840 shares; 2025Q1: not loaded; 2025Q2: 135,025 shares; 2025Q3: 140,443 shares; 2025Q4: 113,836 shares 113,836 $3M 0.05% -26,607 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,406 shares; 2024Q4: 19,432 shares; 2025Q1: not loaded; 2025Q2: 12,560 shares; 2025Q3: 13,062 shares; 2025Q4: 15,265 shares 15,265 $2.97M 0.05% +2,203 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 87,200 shares; 2025Q1: not loaded; 2025Q2: 20,800 shares; 2025Q3: 29,630 shares; 2025Q4: 36,030 shares 36,030 $2.97M 0.05% +6,400 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,435 shares; 2024Q4: 34,700 shares; 2025Q1: not loaded; 2025Q2: 42,284 shares; 2025Q3: 29,718 shares; 2025Q4: 69,421 shares 69,421 $2.96M 0.05% +39,703 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,173 shares; 2025Q1: not loaded; 2025Q2: 34,077 shares; 2025Q3: 40,086 shares; 2025Q4: 39,256 shares 39,256 $2.94M 0.05% -830 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,079 shares; 2024Q4: 7,440 shares; 2025Q1: not loaded; 2025Q2: 5,221 shares; 2025Q3: 6,535 shares; 2025Q4: 10,830 shares 10,830 $2.94M 0.05% +4,295 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,750 shares; 2025Q1: not loaded; 2025Q2: 5,111 shares; 2025Q3: 9,922 shares; 2025Q4: 12,895 shares 12,895 $2.92M 0.05% +2,973 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,239 shares; 2024Q4: 11,911 shares; 2025Q1: not loaded; 2025Q2: 11,864 shares; 2025Q3: 11,791 shares; 2025Q4: 16,778 shares 16,778 $2.91M 0.05% +4,987 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 648 shares; 2025Q1: not loaded; 2025Q2: 8,456 shares; 2025Q3: 24,031 shares; 2025Q4: 26,027 shares 26,027 $2.91M 0.05% +1,996 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,754 shares; 2024Q4: 15,149 shares; 2025Q1: not loaded; 2025Q2: 10,422 shares; 2025Q3: 11,153 shares; 2025Q4: 18,005 shares 18,005 $2.88M 0.05% +6,852 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,290 shares; 2025Q1: not loaded; 2025Q2: 982 shares; 2025Q3: 1,095 shares; 2025Q4: 8,888 shares 8,888 $2.87M 0.05% +7,793 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,479 shares; 2024Q4: 112,349 shares; 2025Q1: not loaded; 2025Q2: 112,165 shares; 2025Q3: 117,457 shares; 2025Q4: 72,141 shares 72,141 $2.85M 0.05% -45,316 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,144 shares; 2024Q4: 150,301 shares; 2025Q1: not loaded; 2025Q2: 143,643 shares; 2025Q3: 152,308 shares; 2025Q4: 151,124 shares 151,124 $2.81M 0.05% -1,184 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 18,925 shares; 2025Q1: not loaded; 2025Q2: 75,044 shares; 2025Q3: 83,835 shares; 2025Q4: 71,182 shares 71,182 $2.8M 0.05% -12,653 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,534 shares; 2024Q4: 33,038 shares; 2025Q1: not loaded; 2025Q2: 38,395 shares; 2025Q3: 37,778 shares; 2025Q4: 49,499 shares 49,499 $2.8M 0.05% +11,721 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 2,270 shares; 2025Q1: not loaded; 2025Q2: 10,400 shares; 2025Q3: 11,982 shares; 2025Q4: 12,770 shares 12,770 $2.8M 0.05% +788 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,572 shares; 2024Q4: 33,983 shares; 2025Q1: not loaded; 2025Q2: 38,146 shares; 2025Q3: 38,628 shares; 2025Q4: 40,148 shares 40,148 $2.8M 0.05% +1,520 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 11,785 shares; 2025Q1: not loaded; 2025Q2: 69,320 shares; 2025Q3: 94,195 shares; 2025Q4: 102,011 shares 102,011 $2.79M 0.05% +7,816 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,988 shares; 2024Q4: 45,343 shares; 2025Q1: not loaded; 2025Q2: 25,074 shares; 2025Q3: 26,545 shares; 2025Q4: 27,247 shares 27,247 $2.78M 0.05% +702 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 11,466 shares; 2025Q1: not loaded; 2025Q2: 9,877 shares; 2025Q3: 7,630 shares; 2025Q4: 13,656 shares 13,656 $2.77M 0.05% +6,026 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 1,819 shares; 2025Q1: not loaded; 2025Q2: 2,126 shares; 2025Q3: 2,505 shares; 2025Q4: 6,391 shares 6,391 $2.73M 0.05% +3,886 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,213 shares; 2024Q4: 93,717 shares; 2025Q1: not loaded; 2025Q2: 97,237 shares; 2025Q3: 102,117 shares; 2025Q4: 112,785 shares 112,785 $2.71M 0.05% +10,668 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 9,868 shares; 2025Q1: not loaded; 2025Q2: 11,408 shares; 2025Q3: 11,277 shares; 2025Q4: 10,975 shares 10,975 $2.71M 0.05% -302 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,110 shares; 2024Q4: 36,847 shares; 2025Q1: not loaded; 2025Q2: 44,521 shares; 2025Q3: 37,737 shares; 2025Q4: 54,502 shares 54,502 $2.67M 0.05% +16,765 Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,888 shares 27,888 $2.67M 0.05% new COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 9,580 shares; 2025Q1: not loaded; 2025Q2: 14,997 shares; 2025Q3: 13,706 shares; 2025Q4: 28,460 shares 28,460 $2.66M 0.05% +14,754 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,859 shares; 2024Q4: 63,277 shares; 2025Q1: not loaded; 2025Q2: 69,314 shares; 2025Q3: 109,269 shares; 2025Q4: 118,413 shares 118,413 $2.66M 0.05% +9,144 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,123 shares; 2024Q4: 35,172 shares; 2025Q1: not loaded; 2025Q2: 15,873 shares; 2025Q3: 15,384 shares; 2025Q4: 15,682 shares 15,682 $2.65M 0.05% +298 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 8,742 shares; 2025Q1: not loaded; 2025Q2: 8,893 shares; 2025Q3: 6,746 shares; 2025Q4: 9,803 shares 9,803 $2.63M 0.05% +3,057 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,398 shares; 2024Q4: 33,181 shares; 2025Q1: not loaded; 2025Q2: 37,000 shares; 2025Q3: 36,242 shares; 2025Q4: 36,812 shares 36,812 $2.63M 0.05% +570 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,807 shares; 2025Q3: 4,662 shares; 2025Q4: 5,580 shares 5,580 $2.6M 0.05% +918 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 9,045 shares; 2025Q1: not loaded; 2025Q2: 9,189 shares; 2025Q3: 8,970 shares; 2025Q4: 9,866 shares 9,866 $2.58M 0.05% +896 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,161 shares; 2024Q4: 47,687 shares; 2025Q1: not loaded; 2025Q2: 38,025 shares; 2025Q3: 38,915 shares; 2025Q4: 44,323 shares 44,323 $2.58M 0.05% +5,408 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 6,083 shares; 2025Q1: not loaded; 2025Q2: 6,296 shares; 2025Q3: 6,474 shares; 2025Q4: 8,621 shares 8,621 $2.55M 0.05% +2,147 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 5,023 shares; 2025Q1: not loaded; 2025Q2: 7,659 shares; 2025Q3: 18,126 shares; 2025Q4: 25,371 shares 25,371 $2.53M 0.04% +7,245 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 22,839 shares; 2025Q3: 22,839 shares; 2025Q4: 50,089 shares 50,089 $2.53M 0.04% +27,250 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,957 shares; 2024Q4: 421,123 shares; 2025Q1: not loaded; 2025Q2: 427,337 shares; 2025Q3: 408,812 shares; 2025Q4: 476,637 shares 476,637 $2.53M 0.04% +67,825 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,362 shares; 2025Q1: not loaded; 2025Q2: 6,802 shares; 2025Q3: 8,877 shares; 2025Q4: 18,689 shares 18,689 $2.53M 0.04% +9,812 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 6,455 shares; 2025Q1: not loaded; 2025Q2: 13,732 shares; 2025Q3: 14,384 shares; 2025Q4: 39,251 shares 39,251 $2.52M 0.04% +24,867 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,697 shares; 2024Q4: 23,358 shares; 2025Q1: not loaded; 2025Q2: 153,749 shares; 2025Q3: 148,712 shares; 2025Q4: 133,059 shares 133,059 $2.52M 0.04% -15,653 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 6,392 shares; 2025Q1: not loaded; 2025Q2: 6,816 shares; 2025Q3: 6,834 shares; 2025Q4: 10,985 shares 10,985 $2.51M 0.04% +4,151 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: not loaded; 2025Q2: 90,600 shares; 2025Q3: 107,981 shares; 2025Q4: 113,856 shares 113,856 $2.51M 0.04% +5,875 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,677 shares; 2024Q4: 142,511 shares; 2025Q1: not loaded; 2025Q2: 39,486 shares; 2025Q3: 38,628 shares; 2025Q4: 38,362 shares 38,362 $2.51M 0.04% -266 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,904 shares; 2024Q4: 25,823 shares; 2025Q1: not loaded; 2025Q2: 30,978 shares; 2025Q3: 31,989 shares; 2025Q4: 32,870 shares 32,870 $2.51M 0.04% +881 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 6,198 shares; 2025Q1: not loaded; 2025Q2: 10,869 shares; 2025Q3: 12,618 shares; 2025Q4: 21,693 shares 21,693 $2.5M 0.04% +9,075 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,352 shares; 2024Q4: 43,974 shares; 2025Q1: not loaded; 2025Q2: 47,638 shares; 2025Q3: 50,298 shares; 2025Q4: 51,938 shares 51,938 $2.48M 0.04% +1,640 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21 shares; 2025Q3: 42 shares; 2025Q4: 23,646 shares 23,646 $2.47M 0.04% +23,604 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,299 shares; 2024Q4: 50,536 shares; 2025Q1: not loaded; 2025Q2: 56,041 shares; 2025Q3: 58,823 shares; 2025Q4: 71,789 shares 71,789 $2.46M 0.04% +12,966 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 3,780 shares; 2025Q1: not loaded; 2025Q2: 4,167 shares; 2025Q3: 3,960 shares; 2025Q4: 6,407 shares 6,407 $2.46M 0.04% +2,447 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,347 shares; 2025Q1: not loaded; 2025Q2: 4,305 shares; 2025Q3: 4,253 shares; 2025Q4: 6,549 shares 6,549 $2.45M 0.04% +2,296 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,930 shares; 2024Q4: 121,345 shares; 2025Q1: not loaded; 2025Q2: 300,722 shares; 2025Q3: 289,547 shares; 2025Q4: 217,238 shares 217,238 $2.44M 0.04% -72,309 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,092 shares; 2024Q4: 23,948 shares; 2025Q1: not loaded; 2025Q2: 25,560 shares; 2025Q3: 24,843 shares; 2025Q4: 25,723 shares 25,723 $2.43M 0.04% +880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 9,449 shares; 2025Q1: not loaded; 2025Q2: 23,753 shares; 2025Q3: 25,823 shares; 2025Q4: 26,045 shares 26,045 $2.42M 0.04% +222 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 319 shares; 2025Q3: 685 shares; 2025Q4: 24,198 shares 24,198 $2.41M 0.04% +23,513 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 41,261 shares; 2025Q1: not loaded; 2025Q2: 109,516 shares; 2025Q3: 132,273 shares; 2025Q4: 167,572 shares 167,572 $2.4M 0.04% +35,299 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,686 shares; 2024Q4: 10,798 shares; 2025Q1: not loaded; 2025Q2: 10,720 shares; 2025Q3: 10,563 shares; 2025Q4: 10,530 shares 10,530 $2.37M 0.04% -33 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,159 shares; 2024Q4: 18,188 shares; 2025Q1: not loaded; 2025Q2: 22,372 shares; 2025Q3: 22,146 shares; 2025Q4: 37,136 shares 37,136 $2.37M 0.04% +14,990 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,275 shares; 2024Q4: 20,607 shares; 2025Q1: not loaded; 2025Q2: 21,051 shares; 2025Q3: 22,754 shares; 2025Q4: 27,106 shares 27,106 $2.36M 0.04% +4,352 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,759 shares; 2024Q4: 18,026 shares; 2025Q1: not loaded; 2025Q2: 16,771 shares; 2025Q3: 17,223 shares; 2025Q4: 29,251 shares 29,251 $2.36M 0.04% +12,028 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 5,622 shares; 2025Q1: not loaded; 2025Q2: 67,371 shares; 2025Q3: 56,334 shares; 2025Q4: 48,002 shares 48,002 $2.36M 0.04% -8,332 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,121 shares; 2024Q4: 57,842 shares; 2025Q1: not loaded; 2025Q2: 63,551 shares; 2025Q3: 58,331 shares; 2025Q4: 78,562 shares 78,562 $2.35M 0.04% +20,231 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 12,645 shares; 2025Q1: not loaded; 2025Q2: 16,519 shares; 2025Q3: 15,202 shares; 2025Q4: 17,666 shares 17,666 $2.34M 0.04% +2,464 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,156 shares; 2025Q1: not loaded; 2025Q2: 2,126 shares; 2025Q3: 2,138 shares; 2025Q4: 4,031 shares 4,031 $2.34M 0.04% +1,893 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,024 shares; 2025Q1: not loaded; 2025Q2: 3,669 shares; 2025Q3: 5,584 shares; 2025Q4: 27,912 shares 27,912 $2.33M 0.04% +22,328 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,810 shares; 2024Q4: 31,838 shares; 2025Q1: not loaded; 2025Q2: 69,506 shares; 2025Q3: 59,855 shares; 2025Q4: 72,120 shares 72,120 $2.31M 0.04% +12,265 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,747 shares; 2024Q4: 40,292 shares; 2025Q1: not loaded; 2025Q2: 39,763 shares; 2025Q3: 39,649 shares; 2025Q4: 40,339 shares 40,339 $2.31M 0.04% +690 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,315 shares; 2025Q1: not loaded; 2025Q2: 4,479 shares; 2025Q3: 4,614 shares; 2025Q4: 12,412 shares 12,412 $2.3M 0.04% +7,798 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,299 shares; 2024Q4: 21,312 shares; 2025Q1: not loaded; 2025Q2: 23,762 shares; 2025Q3: 23,620 shares; 2025Q4: 25,759 shares 25,759 $2.3M 0.04% +2,139 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,478 shares; 2024Q4: 16,184 shares; 2025Q1: not loaded; 2025Q2: 16,443 shares; 2025Q3: 16,445 shares; 2025Q4: 17,388 shares 17,388 $2.3M 0.04% +943 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,628 shares; 2024Q4: 85,821 shares; 2025Q1: not loaded; 2025Q2: 39,071 shares; 2025Q3: 39,410 shares; 2025Q4: 45,047 shares 45,047 $2.29M 0.04% +5,637 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,365 shares; 2024Q4: 19,103 shares; 2025Q1: not loaded; 2025Q2: 33,910 shares; 2025Q3: 42,017 shares; 2025Q4: 47,213 shares 47,213 $2.27M 0.04% +5,196 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,631 shares; 2024Q4: 42,837 shares; 2025Q1: not loaded; 2025Q2: 58,046 shares; 2025Q3: 75,608 shares; 2025Q4: 107,727 shares 107,727 $2.26M 0.04% +32,119 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 9,748 shares; 2025Q1: not loaded; 2025Q2: 22,460 shares; 2025Q3: 23,277 shares; 2025Q4: 25,758 shares 25,758 $2.26M 0.04% +2,481 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 6,496 shares; 2025Q1: not loaded; 2025Q2: 10,612 shares; 2025Q3: 11,196 shares; 2025Q4: 26,515 shares 26,515 $2.25M 0.04% +15,319 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,631 shares; 2024Q4: 38,407 shares; 2025Q1: not loaded; 2025Q2: 33,572 shares; 2025Q3: 31,796 shares; 2025Q4: 35,115 shares 35,115 $2.22M 0.04% +3,319 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,994 shares; 2024Q4: 43,798 shares; 2025Q1: not loaded; 2025Q2: 45,889 shares; 2025Q3: 45,326 shares; 2025Q4: 47,608 shares 47,608 $2.22M 0.04% +2,282 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 10,260 shares; 2025Q1: not loaded; 2025Q2: 10,641 shares; 2025Q3: 10,681 shares; 2025Q4: 11,900 shares 11,900 $2.21M 0.04% +1,219 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 14,127 shares; 2025Q1: not loaded; 2025Q2: 20,158 shares; 2025Q3: 18,404 shares; 2025Q4: 23,443 shares 23,443 $2.21M 0.04% +5,039 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 5,547 shares; 2025Q1: not loaded; 2025Q2: 3,640 shares; 2025Q3: 3,518 shares; 2025Q4: 3,654 shares 3,654 $2.2M 0.04% +136 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,572 shares 43,572 $2.19M 0.04% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,748 shares; 2025Q1: not loaded; 2025Q2: 4,181 shares; 2025Q3: 3,895 shares; 2025Q4: 4,459 shares 4,459 $2.19M 0.04% +564 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 1,383 shares; 2025Q1: not loaded; 2025Q2: 12,134 shares; 2025Q3: 11,251 shares; 2025Q4: 15,311 shares 15,311 $2.18M 0.04% +4,060 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,264 shares; 2024Q4: 27,367 shares; 2025Q1: not loaded; 2025Q2: 27,433 shares; 2025Q3: 19,512 shares; 2025Q4: 44,900 shares 44,900 $2.17M 0.04% +25,388 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,472 shares; 2024Q4: 10,118 shares; 2025Q1: not loaded; 2025Q2: 8,344 shares; 2025Q3: 8,470 shares; 2025Q4: 11,114 shares 11,114 $2.17M 0.04% +2,644 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,846 shares; 2025Q1: not loaded; 2025Q2: 4,430 shares; 2025Q3: 4,390 shares; 2025Q4: 7,762 shares 7,762 $2.17M 0.04% +3,372 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 550 shares; 2025Q3: 11,109 shares; 2025Q4: 11,594 shares 11,594 $2.16M 0.04% +485 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 39,342 shares; 2025Q1: not loaded; 2025Q2: 83,108 shares; 2025Q3: 79,041 shares; 2025Q4: 84,602 shares 84,602 $2.16M 0.04% +5,561 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 1,945 shares; 2025Q1: not loaded; 2025Q2: 265 shares; 2025Q3: 5,549 shares; 2025Q4: 5,090 shares 5,090 $2.14M 0.04% -459 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,161 shares; 2025Q1: not loaded; 2025Q2: 5,091 shares; 2025Q3: 5,286 shares; 2025Q4: 17,783 shares 17,783 $2.13M 0.04% +12,497 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,271 shares; 2024Q4: 19,295 shares; 2025Q1: not loaded; 2025Q2: 19,966 shares; 2025Q3: 20,859 shares; 2025Q4: 21,812 shares 21,812 $2.12M 0.04% +953 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,619 shares; 2024Q4: 34,033 shares; 2025Q1: not loaded; 2025Q2: 34,306 shares; 2025Q3: 18,645 shares; 2025Q4: 15,154 shares 15,154 $2.11M 0.04% -3,491 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,856 shares; 2025Q1: not loaded; 2025Q2: 2,361 shares; 2025Q3: 2,236 shares; 2025Q4: 5,412 shares 5,412 $2.11M 0.04% +3,176 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,010 shares; 2024Q4: 7,856 shares; 2025Q1: not loaded; 2025Q2: 10,144 shares; 2025Q3: 10,444 shares; 2025Q4: 11,933 shares 11,933 $2.1M 0.04% +1,489 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,091 shares; 2024Q4: 45,273 shares; 2025Q1: not loaded; 2025Q2: 68,645 shares; 2025Q3: 65,382 shares; 2025Q4: 85,262 shares 85,262 $2.08M 0.04% +19,880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 6,689 shares; 2025Q1: not loaded; 2025Q2: 7,094 shares; 2025Q3: 7,507 shares; 2025Q4: 14,141 shares 14,141 $2.07M 0.04% +6,634 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,527 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 835 shares; 2025Q4: 2,688 shares 2,688 $2.06M 0.04% +1,853 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,353 shares; 2024Q4: 34,597 shares; 2025Q1: not loaded; 2025Q2: 39,713 shares; 2025Q3: 18,540 shares; 2025Q4: 17,909 shares 17,909 $2.04M 0.04% -631 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 8,471 shares; 2025Q1: not loaded; 2025Q2: 6,867 shares; 2025Q3: 7,275 shares; 2025Q4: 25,044 shares 25,044 $2.04M 0.04% +17,769 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,934 shares; 2024Q4: 22,113 shares; 2025Q1: not loaded; 2025Q2: 21,581 shares; 2025Q3: 22,537 shares; 2025Q4: 22,322 shares 22,322 $2.04M 0.04% -215 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 17,951 shares; 2025Q1: not loaded; 2025Q2: 18,360 shares; 2025Q3: 17,480 shares; 2025Q4: 17,405 shares 17,405 $2.03M 0.04% -75 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,571 shares; 2024Q4: 12,214 shares; 2025Q1: not loaded; 2025Q2: 10,697 shares; 2025Q3: 13,552 shares; 2025Q4: 23,483 shares 23,483 $2.01M 0.04% +9,931 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 2,125 shares; 2025Q1: not loaded; 2025Q2: 2,171 shares; 2025Q3: 2,342 shares; 2025Q4: 5,959 shares 5,959 $2.01M 0.04% +3,617 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 996 shares; 2025Q1: not loaded; 2025Q2: 4,022 shares; 2025Q3: 4,797 shares; 2025Q4: 18,717 shares 18,717 $2M 0.04% +13,920 Timeline FIRST TR EXCH TRADED FD III FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,007 shares 109,007 $1.99M 0.04% new UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,253 shares 30,253 $1.98M 0.04% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,958 shares; 2025Q1: not loaded; 2025Q2: 17,021 shares; 2025Q3: 18,331 shares; 2025Q4: 54,389 shares 54,389 $1.97M 0.03% +36,058 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 1,926 shares; 2025Q1: not loaded; 2025Q2: 2,205 shares; 2025Q3: 2,333 shares; 2025Q4: 4,345 shares 4,345 $1.97M 0.03% +2,012 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,103 shares; 2025Q1: not loaded; 2025Q2: 6,160 shares; 2025Q3: 6,098 shares; 2025Q4: 13,940 shares 13,940 $1.97M 0.03% +7,842 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 4,101 shares; 2025Q1: not loaded; 2025Q2: 6,067 shares; 2025Q3: 6,672 shares; 2025Q4: 18,103 shares 18,103 $1.97M 0.03% +11,431 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 760 shares; 2025Q1: not loaded; 2025Q2: 1,036 shares; 2025Q3: 1,241 shares; 2025Q4: 10,906 shares 10,906 $1.96M 0.03% +9,665 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,586 shares; 2024Q4: 13,170 shares; 2025Q1: not loaded; 2025Q2: 16,205 shares; 2025Q3: 7,997 shares; 2025Q4: 19,690 shares 19,690 $1.95M 0.03% +11,693 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 10,142 shares; 2025Q1: not loaded; 2025Q2: 22,235 shares; 2025Q3: 21,575 shares; 2025Q4: 21,440 shares 21,440 $1.95M 0.03% -135 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,496 shares; 2024Q4: 12,251 shares; 2025Q1: not loaded; 2025Q2: 11,396 shares; 2025Q3: 12,715 shares; 2025Q4: 11,413 shares 11,413 $1.95M 0.03% -1,302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,781 shares; 2024Q4: 86,891 shares; 2025Q1: not loaded; 2025Q2: 62,295 shares; 2025Q3: 61,182 shares; 2025Q4: 64,621 shares 64,621 $1.94M 0.03% +3,439 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 15,974 shares; 2025Q1: not loaded; 2025Q2: 15,448 shares; 2025Q3: 15,751 shares; 2025Q4: 20,973 shares 20,973 $1.94M 0.03% +5,222 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 195 shares; 2025Q1: not loaded; 2025Q2: 2,847 shares; 2025Q3: 2,916 shares; 2025Q4: 21,076 shares 21,076 $1.92M 0.03% +18,160 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,725 shares; 2025Q1: not loaded; 2025Q2: 4,867 shares; 2025Q3: 4,987 shares; 2025Q4: 10,212 shares 10,212 $1.89M 0.03% +5,225 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,738 shares; 2025Q1: not loaded; 2025Q2: 36,356 shares; 2025Q3: 38,288 shares; 2025Q4: 38,916 shares 38,916 $1.89M 0.03% +628 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 4,854 shares; 2025Q1: not loaded; 2025Q2: 4,555 shares; 2025Q3: 4,695 shares; 2025Q4: 7,361 shares 7,361 $1.89M 0.03% +2,666 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,147 shares; 2024Q4: 73,483 shares; 2025Q1: not loaded; 2025Q2: 49,944 shares; 2025Q3: 49,101 shares; 2025Q4: 33,102 shares 33,102 $1.89M 0.03% -15,999 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 8,814 shares; 2025Q1: not loaded; 2025Q2: 8,179 shares; 2025Q3: 9,653 shares; 2025Q4: 23,814 shares 23,814 $1.87M 0.03% +14,161 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 21,229 shares; 2025Q4: 68,077 shares 68,077 $1.87M 0.03% +46,848 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 3,667 shares; 2025Q1: not loaded; 2025Q2: 3,732 shares; 2025Q3: 3,786 shares; 2025Q4: 3,869 shares 3,869 $1.86M 0.03% +83 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 6,957 shares; 2025Q1: not loaded; 2025Q2: 7,069 shares; 2025Q3: 7,355 shares; 2025Q4: 12,899 shares 12,899 $1.85M 0.03% +5,544 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 36,254 shares 36,254 $1.85M 0.03% +35,833 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 24,600 shares; 2025Q4: 291,597 shares 291,597 $1.85M 0.03% +266,997 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,023 shares; 2024Q4: 35,080 shares; 2025Q1: not loaded; 2025Q2: 34,800 shares; 2025Q3: 35,780 shares; 2025Q4: 47,993 shares 47,993 $1.85M 0.03% +12,213 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: not loaded; 2025Q2: 7,778 shares; 2025Q3: 14,566 shares; 2025Q4: 24,972 shares 24,972 $1.84M 0.03% +10,406 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,906 shares; 2024Q4: 15,214 shares; 2025Q1: not loaded; 2025Q2: 19,572 shares; 2025Q3: 25,685 shares; 2025Q4: 27,361 shares 27,361 $1.84M 0.03% +1,676 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,810 shares; 2024Q4: 15,279 shares; 2025Q1: not loaded; 2025Q2: 17,517 shares; 2025Q3: 15,007 shares; 2025Q4: 23,109 shares 23,109 $1.83M 0.03% +8,102 Timeline TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,312 shares 6,312 $1.83M 0.03% new TARGET CORP TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,717 shares 18,717 $1.83M 0.03% new ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,025 shares; 2025Q1: not loaded; 2025Q2: 13,358 shares; 2025Q3: 15,030 shares; 2025Q4: 17,533 shares 17,533 $1.82M 0.03% +2,503 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 17,041 shares; 2025Q1: not loaded; 2025Q2: 23,587 shares; 2025Q3: 34,762 shares; 2025Q4: 76,788 shares 76,788 $1.79M 0.03% +42,026 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,476 shares; 2024Q4: 28,261 shares; 2025Q1: not loaded; 2025Q2: 26,603 shares; 2025Q3: 27,392 shares; 2025Q4: 26,556 shares 26,556 $1.78M 0.03% -836 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 3,869 shares; 2025Q1: not loaded; 2025Q2: 7,186 shares; 2025Q3: 7,577 shares; 2025Q4: 16,828 shares 16,828 $1.77M 0.03% +9,251 Timeline IETC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,613 shares; 2025Q3: 15,597 shares; 2025Q4: 17,326 shares 17,326 $1.76M 0.03% +1,729 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,727 shares; 2024Q4: 41,251 shares; 2025Q1: not loaded; 2025Q2: 41,467 shares; 2025Q3: 38,690 shares; 2025Q4: 34,541 shares 34,541 $1.76M 0.03% -4,149 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 39,100 shares; 2025Q4: 35,000 shares 35,000 $1.74M 0.03% -4,100 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,239 shares; 2024Q4: 67,668 shares; 2025Q1: not loaded; 2025Q2: 37,565 shares; 2025Q3: 35,779 shares; 2025Q4: 36,670 shares 36,670 $1.74M 0.03% +891 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,717 shares; 2024Q4: 12,901 shares; 2025Q1: not loaded; 2025Q2: 13,837 shares; 2025Q3: 14,436 shares; 2025Q4: 15,473 shares 15,473 $1.74M 0.03% +1,037 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,969 shares; 2024Q4: 178,887 shares; 2025Q1: not loaded; 2025Q2: 118,912 shares; 2025Q3: 111,417 shares; 2025Q4: 80,463 shares 80,463 $1.73M 0.03% -30,954 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 7,125 shares; 2025Q1: not loaded; 2025Q2: 9,659 shares; 2025Q3: 10,903 shares; 2025Q4: 23,542 shares 23,542 $1.73M 0.03% +12,639 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 13,435 shares; 2025Q1: not loaded; 2025Q2: 2,120 shares; 2025Q3: 14,029 shares; 2025Q4: 10,917 shares 10,917 $1.72M 0.03% -3,112 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,077 shares; 2024Q4: 8,860 shares; 2025Q1: not loaded; 2025Q2: 9,796 shares; 2025Q3: 9,834 shares; 2025Q4: 13,993 shares 13,993 $1.72M 0.03% +4,159 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,828 shares; 2025Q1: not loaded; 2025Q2: 11,203 shares; 2025Q3: 31,183 shares; 2025Q4: 45,039 shares 45,039 $1.72M 0.03% +13,856 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,889 shares; 2024Q4: 29,827 shares; 2025Q1: not loaded; 2025Q2: 28,694 shares; 2025Q3: 13,840 shares; 2025Q4: 33,703 shares 33,703 $1.71M 0.03% +19,863 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,357 shares; 2025Q1: not loaded; 2025Q2: 5,707 shares; 2025Q3: 13,610 shares; 2025Q4: 14,922 shares 14,922 $1.71M 0.03% +1,312 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 5,697 shares; 2025Q1: not loaded; 2025Q2: 6,437 shares; 2025Q3: 7,059 shares; 2025Q4: 10,487 shares 10,487 $1.71M 0.03% +3,428 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,904 shares; 2024Q4: 12,366 shares; 2025Q1: not loaded; 2025Q2: 10,318 shares; 2025Q3: 10,357 shares; 2025Q4: 11,427 shares 11,427 $1.7M 0.03% +1,070 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,460 shares; 2024Q4: 10,888 shares; 2025Q1: not loaded; 2025Q2: 15,506 shares; 2025Q3: 23,025 shares; 2025Q4: 33,492 shares 33,492 $1.69M 0.03% +10,467 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,759 shares; 2024Q4: 21,388 shares; 2025Q1: not loaded; 2025Q2: 21,807 shares; 2025Q3: 20,866 shares; 2025Q4: 17,494 shares 17,494 $1.69M 0.03% -3,372 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 971 shares; 2025Q1: not loaded; 2025Q2: 2,568 shares; 2025Q3: 1,430 shares; 2025Q4: 6,930 shares 6,930 $1.68M 0.03% +5,500 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,052 shares 112,052 $1.68M 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,194 shares; 2025Q1: not loaded; 2025Q2: 38,473 shares; 2025Q3: 40,253 shares; 2025Q4: 45,648 shares 45,648 $1.68M 0.03% +5,395 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 6,392 shares; 2025Q1: not loaded; 2025Q2: 17,612 shares; 2025Q3: 9,726 shares; 2025Q4: 10,697 shares 10,697 $1.68M 0.03% +971 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,899 shares; 2024Q4: 66,486 shares; 2025Q1: not loaded; 2025Q2: 73,101 shares; 2025Q3: 105,408 shares; 2025Q4: 94,507 shares 94,507 $1.67M 0.03% -10,901 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,175 shares; 2025Q1: not loaded; 2025Q2: 3,894 shares; 2025Q3: 3,745 shares; 2025Q4: 7,326 shares 7,326 $1.67M 0.03% +3,581 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,583 shares; 2024Q4: 15,424 shares; 2025Q1: not loaded; 2025Q2: 25,162 shares; 2025Q3: 26,335 shares; 2025Q4: 40,454 shares 40,454 $1.66M 0.03% +14,119 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,822 shares; 2024Q4: 6,154 shares; 2025Q1: not loaded; 2025Q2: 21,970 shares; 2025Q3: 25,870 shares; 2025Q4: 32,045 shares 32,045 $1.66M 0.03% +6,175 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 3,708 shares; 2025Q1: not loaded; 2025Q2: 3,933 shares; 2025Q3: 3,796 shares; 2025Q4: 4,728 shares 4,728 $1.66M 0.03% +932 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,505 shares; 2024Q4: 20,529 shares; 2025Q1: not loaded; 2025Q2: 36,898 shares; 2025Q3: 40,369 shares; 2025Q4: 141,084 shares 141,084 $1.65M 0.03% +100,715 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,227 shares; 2024Q4: 15,705 shares; 2025Q1: not loaded; 2025Q2: 21,261 shares; 2025Q3: 21,170 shares; 2025Q4: 21,807 shares 21,807 $1.65M 0.03% +637 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,597 shares; 2024Q4: 28,673 shares; 2025Q1: not loaded; 2025Q2: 35,110 shares; 2025Q3: 44,382 shares; 2025Q4: 50,432 shares 50,432 $1.65M 0.03% +6,050 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,149 shares; 2024Q4: 31,395 shares; 2025Q1: not loaded; 2025Q2: 29,010 shares; 2025Q3: 20,062 shares; 2025Q4: 17,588 shares 17,588 $1.65M 0.03% -2,474 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 20,017 shares; 2025Q3: 22,647 shares; 2025Q4: 39,572 shares 39,572 $1.65M 0.03% +16,925 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 1,775 shares; 2025Q1: not loaded; 2025Q2: 2,252 shares; 2025Q3: 2,881 shares; 2025Q4: 5,854 shares 5,854 $1.63M 0.03% +2,973 Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,040 shares 6,040 $1.63M 0.03% new SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,899 shares; 2025Q1: not loaded; 2025Q2: 3,999 shares; 2025Q3: 4,097 shares; 2025Q4: 4,710 shares 4,710 $1.62M 0.03% +613 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 222 shares; 2025Q1: not loaded; 2025Q2: 30,866 shares; 2025Q3: 29,108 shares; 2025Q4: 26,425 shares 26,425 $1.62M 0.03% -2,683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,204 shares; 2024Q4: 11,461 shares; 2025Q1: not loaded; 2025Q2: 14,043 shares; 2025Q3: 13,854 shares; 2025Q4: 23,095 shares 23,095 $1.6M 0.03% +9,241 Timeline