IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,048 shares; 2025Q1: 194,633 shares; 2025Q2: 270,469 shares; 2025Q3: 283,481 shares 283,481 $190M 14.67% +13,012 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273,841 shares; 2025Q1: 278,262 shares; 2025Q2: 352,471 shares; 2025Q3: 364,252 shares 364,252 $120M 9.26% +11,781 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300,105 shares; 2025Q1: 210,530 shares; 2025Q2: 316,836 shares; 2025Q3: 302,240 shares 302,240 $57.3M 4.43% -14,596 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,076 shares; 2025Q1: 441,262 shares; 2025Q2: 608,702 shares; 2025Q3: 616,117 shares 616,117 $54.9M 4.25% +7,415 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313,224 shares; 2025Q1: 348,087 shares; 2025Q2: 562,292 shares; 2025Q3: 687,330 shares 687,330 $45.3M 3.5% +125,038 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313,743 shares; 2025Q1: 408,548 shares; 2025Q2: 444,834 shares; 2025Q3: 463,118 shares 463,118 $40.4M 3.13% +18,284 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,378 shares; 2025Q1: 57,770 shares; 2025Q2: 80,828 shares; 2025Q3: 84,050 shares 84,050 $39M 3.02% +3,222 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,205,215 shares; 2025Q1: 1,276,451 shares; 2025Q2: 1,318,734 shares; 2025Q3: 1,475,916 shares 1,475,916 $34.1M 2.64% +157,182 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,687 shares; 2025Q1: 38,006 shares; 2025Q2: 204,097 shares; 2025Q3: 203,807 shares 203,807 $33.9M 2.62% -290 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,207 shares; 2025Q1: 226,817 shares; 2025Q2: 167,333 shares; 2025Q3: 156,115 shares 156,115 $30.4M 2.35% -11,218 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712,000 shares 712,000 $27.4M 2.12% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,101 shares; 2025Q1: 173,321 shares; 2025Q2: 180,368 shares; 2025Q3: 177,134 shares 177,134 $25.8M 2% -3,234 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,934 shares; 2025Q1: 132,735 shares; 2025Q2: 80,438 shares; 2025Q3: 248,524 shares 248,524 $24.8M 1.92% +168,086 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406,580 shares; 2025Q1: 435,570 shares; 2025Q2: 453,087 shares; 2025Q3: 490,043 shares 490,043 $24.4M 1.89% +36,956 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,934 shares; 2025Q1: 199,030 shares; 2025Q2: 230,609 shares; 2025Q3: 222,520 shares 222,520 $20.8M 1.61% -8,089 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,269 shares; 2025Q1: 209,682 shares; 2025Q2: 212,570 shares; 2025Q3: 198,429 shares 198,429 $17.7M 1.37% -14,141 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461,922 shares; 2025Q3: 436,869 shares 436,869 $17.6M 1.36% -25,053 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,989 shares; 2025Q1: 208,319 shares; 2025Q2: 137,048 shares; 2025Q3: 131,511 shares 131,511 $15.6M 1.21% -5,537 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,729 shares; 2025Q1: 126,151 shares; 2025Q2: 129,694 shares; 2025Q3: 146,539 shares 146,539 $14.1M 1.09% +16,845 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: 66,928 shares; 2025Q3: 144,185 shares 144,185 $13.7M 1.06% +77,257 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372,699 shares; 2025Q3: 360,413 shares 360,413 $13.1M 1.01% -12,286 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,195 shares; 2025Q1: 168,557 shares; 2025Q2: 168,642 shares; 2025Q3: 158,635 shares 158,635 $11.9M 0.92% -10,007 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211,669 shares; 2025Q1: 223,760 shares; 2025Q2: 230,380 shares; 2025Q3: 233,642 shares 233,642 $11.8M 0.91% +3,262 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,231 shares; 2025Q1: 20,862 shares; 2025Q2: 23,598 shares; 2025Q3: 138,942 shares 138,942 $11.5M 0.89% +115,344 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,964 shares; 2025Q1: 131,841 shares; 2025Q2: 82,599 shares; 2025Q3: 80,283 shares 80,283 $11.4M 0.88% -2,316 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,561 shares; 2025Q1: 72,033 shares; 2025Q2: 114,518 shares; 2025Q3: 114,600 shares 114,600 $11.1M 0.86% +82 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,808 shares; 2025Q1: 201,046 shares; 2025Q2: 170,050 shares; 2025Q3: 163,361 shares 163,361 $11M 0.85% -6,689 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,999 shares; 2025Q1: 276,886 shares; 2025Q2: 332,189 shares; 2025Q3: 320,741 shares 320,741 $10.8M 0.83% -11,448 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252,781 shares; 2025Q1: 249,008 shares; 2025Q2: 249,563 shares; 2025Q3: 236,380 shares 236,380 $10.5M 0.81% -13,183 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,922 shares; 2025Q1: 140,545 shares; 2025Q2: 140,911 shares; 2025Q3: 187,413 shares 187,413 $9.94M 0.77% +46,502 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,331 shares; 2025Q1: 11,526 shares; 2025Q2: 352,895 shares; 2025Q3: 264,834 shares 264,834 $9.4M 0.73% -88,061 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,643 shares; 2025Q1: 109,904 shares; 2025Q2: 110,725 shares; 2025Q3: 82,385 shares 82,385 $9.1M 0.7% -28,340 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149,576 shares; 2025Q1: 169,272 shares; 2025Q2: 178,049 shares; 2025Q3: 195,037 shares 195,037 $9.09M 0.7% +16,988 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,368 shares; 2025Q1: 163,087 shares; 2025Q2: 172,210 shares; 2025Q3: 191,520 shares 191,520 $8.94M 0.69% +19,310 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,736 shares; 2025Q1: 79,867 shares; 2025Q2: 82,764 shares; 2025Q3: 97,702 shares 97,702 $8.73M 0.68% +14,938 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254,775 shares; 2025Q1: 251,183 shares; 2025Q2: 253,217 shares; 2025Q3: 242,436 shares 242,436 $8.53M 0.66% -10,781 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,152 shares; 2025Q1: 56,552 shares; 2025Q2: 55,910 shares; 2025Q3: 179,280 shares 179,280 $8.37M 0.65% +123,370 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,133 shares; 2025Q1: 92,430 shares; 2025Q2: 114,515 shares; 2025Q3: 82,306 shares 82,306 $8.29M 0.64% -32,209 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,598 shares; 2025Q3: 109,338 shares 109,338 $7.96M 0.62% +27,740 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,991 shares; 2025Q1: 197,213 shares; 2025Q2: 197,799 shares; 2025Q3: 187,302 shares 187,302 $7.29M 0.56% -10,497 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,476 shares; 2025Q1: 33,584 shares; 2025Q2: 34,720 shares; 2025Q3: 60,251 shares 60,251 $7.2M 0.56% +25,531 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218,793 shares; 2025Q1: 215,598 shares; 2025Q2: 219,598 shares; 2025Q3: 214,758 shares 214,758 $7.19M 0.56% -4,840 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309,490 shares; 2025Q1: 305,109 shares; 2025Q2: 306,429 shares; 2025Q3: 289,756 shares 289,756 $7.08M 0.55% -16,673 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,560 shares; 2025Q1: 31,280 shares; 2025Q2: 32,306 shares; 2025Q3: 32,055 shares 32,055 $6.62M 0.51% -251 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,449 shares; 2025Q1: 209,065 shares; 2025Q2: 233,877 shares; 2025Q3: 235,496 shares 235,496 $6.55M 0.51% +1,619 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,605 shares 193,605 $6.27M 0.48% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,626 shares; 2025Q1: 107,710 shares; 2025Q2: 114,431 shares; 2025Q3: 128,366 shares 128,366 $6.22M 0.48% +13,935 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,316 shares; 2025Q1: 15,425 shares; 2025Q2: 12,769 shares; 2025Q3: 12,819 shares 12,819 $6M 0.46% +50 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241,953 shares; 2025Q1: 256,909 shares; 2025Q2: 264,530 shares; 2025Q3: 267,408 shares 267,408 $5.85M 0.45% +2,878 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,122 shares; 2025Q3: 80,598 shares 80,598 $5.57M 0.43% +1,476 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,126 shares; 2025Q3: 93,978 shares 93,978 $5.56M 0.43% +852 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 61,366 shares; 2025Q2: 50,442 shares; 2025Q3: 53,958 shares 53,958 $5.34M 0.41% +3,516 Timeline NODE VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,155 shares 129,155 $5.28M 0.41% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 80,421 shares; 2025Q2: 63,928 shares; 2025Q3: 68,189 shares 68,189 $5.21M 0.4% +4,261 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,364 shares; 2025Q1: 22,592 shares; 2025Q2: 22,971 shares; 2025Q3: 23,052 shares 23,052 $5.12M 0.4% +81 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 341,039 shares; 2025Q2: 348,052 shares; 2025Q3: 349,100 shares 349,100 $4.75M 0.37% +1,048 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,828 shares; 2025Q1: 77,875 shares; 2025Q2: 36,365 shares; 2025Q3: 35,769 shares 35,769 $4.32M 0.33% -596 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,031 shares; 2025Q1: 12,545 shares; 2025Q2: 25,957 shares; 2025Q3: 20,636 shares 20,636 $4.2M 0.32% -5,321 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,605 shares; 2025Q1: 14,620 shares; 2025Q2: 15,236 shares; 2025Q3: 16,902 shares 16,902 $4.11M 0.32% +1,666 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,372 shares; 2025Q1: 23,372 shares; 2025Q2: 23,372 shares; 2025Q3: 23,411 shares 23,411 $3.6M 0.28% +39 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,818 shares; 2025Q1: 61,742 shares; 2025Q2: 4,213 shares; 2025Q3: 13,583 shares 13,583 $3.29M 0.25% +9,370 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,275 shares; 2025Q1: 22,654 shares; 2025Q2: 25,308 shares; 2025Q3: 24,622 shares 24,622 $3.19M 0.25% -686 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,352 shares; 2025Q1: 5,448 shares; 2025Q2: 5,796 shares; 2025Q3: 6,041 shares 6,041 $3.13M 0.24% +245 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,421 shares; 2025Q1: 44,882 shares; 2025Q2: 45,514 shares; 2025Q3: 45,814 shares 45,814 $3.06M 0.24% +300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,876 shares; 2025Q1: 114,658 shares; 2025Q2: 117,042 shares; 2025Q3: 119,544 shares 119,544 $3.01M 0.23% +2,502 VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,700 shares 39,700 $3M 0.23% new Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,563 shares 66,563 $2.77M 0.21% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170,714 shares; 2025Q1: 210,912 shares; 2025Q2: 86,808 shares; 2025Q3: 54,136 shares 54,136 $2.74M 0.21% -32,672 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,767 shares; 2025Q1: 24,534 shares; 2025Q2: 24,926 shares; 2025Q3: 25,246 shares 25,246 $2.61M 0.2% +320 Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,254 shares 109,254 $2.42M 0.19% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,610 shares; 2025Q1: 16,216 shares; 2025Q2: 16,860 shares; 2025Q3: 22,952 shares 22,952 $2.36M 0.18% +6,092 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,242 shares; 2025Q1: 22,170 shares; 2025Q2: 26,237 shares; 2025Q3: 22,721 shares 22,721 $2.34M 0.18% -3,516 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,234 shares 17,234 $2.34M 0.18% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,925 shares 20,925 $2.33M 0.18% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,491 shares; 2025Q1: 104,101 shares; 2025Q2: 59,956 shares; 2025Q3: 63,181 shares 63,181 $2.27M 0.18% +3,225 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,841 shares; 2025Q2: 6,998 shares; 2025Q3: 8,281 shares 8,281 $2.27M 0.18% +1,283 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,507 shares; 2025Q1: 9,417 shares; 2025Q2: 8,149 shares; 2025Q3: 8,295 shares 8,295 $2.11M 0.16% +146 Timeline TAFL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,083 shares 84,083 $2.1M 0.16% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,977 shares; 2025Q2: 25,333 shares; 2025Q3: 25,448 shares 25,448 $2.04M 0.16% +115 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,177 shares; 2025Q1: 9,188 shares; 2025Q2: 10,498 shares; 2025Q3: 10,645 shares 10,645 $1.99M 0.15% +147 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,061 shares; 2025Q1: 42,925 shares; 2025Q2: 38,463 shares; 2025Q3: 39,076 shares 39,076 $1.98M 0.15% +613 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,275 shares; 2025Q1: 11,601 shares; 2025Q2: 23,950 shares; 2025Q3: 24,714 shares 24,714 $1.97M 0.15% +764 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,148 shares; 2025Q1: 30,774 shares; 2025Q2: 34,193 shares; 2025Q3: 34,241 shares 34,241 $1.94M 0.15% +48 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,214 shares; 2025Q1: 33,168 shares; 2025Q2: 33,911 shares; 2025Q3: 35,231 shares 35,231 $1.83M 0.14% +1,320 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,765 shares; 2025Q1: 9,962 shares; 2025Q2: 10,626 shares; 2025Q3: 10,557 shares 10,557 $1.77M 0.14% -69 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,924 shares; 2025Q1: 5,737 shares; 2025Q2: 6,060 shares; 2025Q3: 5,443 shares 5,443 $1.72M 0.13% -617 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,633 shares; 2025Q1: 27,503 shares; 2025Q2: 26,179 shares; 2025Q3: 24,730 shares 24,730 $1.61M 0.12% -1,449 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,770 shares; 2025Q1: 27,696 shares; 2025Q2: 27,940 shares; 2025Q3: 28,226 shares 28,226 $1.59M 0.12% +286 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,398 shares; 2025Q3: 41,598 shares 41,598 $1.57M 0.12% -1,800 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,853 shares; 2025Q1: 5,983 shares; 2025Q2: 6,698 shares; 2025Q3: 6,930 shares 6,930 $1.52M 0.12% +232 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,154 shares; 2025Q3: 7,165 shares 7,165 $1.52M 0.12% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,406 shares; 2025Q1: 15,241 shares; 2025Q2: 15,236 shares; 2025Q3: 15,216 shares 15,216 $1.51M 0.12% -20 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,589 shares; 2025Q1: 16,207 shares; 2025Q2: 16,590 shares; 2025Q3: 15,685 shares 15,685 $1.5M 0.12% -905 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,167 shares; 2025Q1: 11,604 shares; 2025Q2: 10,401 shares; 2025Q3: 10,693 shares 10,693 $1.49M 0.12% +292 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,359 shares; 2025Q2: 13,366 shares; 2025Q3: 16,802 shares 16,802 $1.48M 0.11% +3,436 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 3,734 shares; 2025Q3: 3,075 shares 3,075 $1.47M 0.11% -659 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,183 shares; 2025Q1: 2,822 shares; 2025Q2: 2,883 shares; 2025Q3: 2,909 shares 2,909 $1.46M 0.11% +26 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,735 shares; 2025Q1: 16,735 shares; 2025Q2: 16,842 shares; 2025Q3: 15,389 shares 15,389 $1.46M 0.11% -1,453 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,347 shares; 2025Q1: 27,626 shares; 2025Q2: 27,973 shares; 2025Q3: 28,165 shares 28,165 $1.4M 0.11% +192 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,706 shares; 2025Q1: 22,966 shares; 2025Q2: 56,482 shares; 2025Q3: 56,652 shares 56,652 $1.4M 0.11% +170 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,654 shares; 2025Q1: 14,229 shares; 2025Q2: 45,190 shares; 2025Q3: 27,801 shares 27,801 $1.4M 0.11% -17,389 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $1.35M 0.1% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,868 shares; 2025Q1: 8,982 shares; 2025Q2: 12,677 shares; 2025Q3: 12,760 shares 12,760 $1.32M 0.1% +83 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,891 shares 24,891 $1.3M 0.1% new Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,083 shares 23,083 $1.13M 0.09% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,348 shares; 2025Q1: 2,708 shares; 2025Q2: 3,185 shares; 2025Q3: 3,369 shares 3,369 $1.11M 0.09% +184 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,076 shares; 2025Q1: 75 shares; 2025Q2: 11,189 shares; 2025Q3: 11,189 shares 11,189 $1.11M 0.09% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 840 shares; 2025Q2: 1,311 shares; 2025Q3: 1,448 shares 1,448 $1.06M 0.08% +137 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,760 shares; 2025Q1: 11,882 shares; 2025Q2: 12,109 shares; 2025Q3: 12,225 shares 12,225 $1M 0.08% +116 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,921 shares; 2025Q1: 16,282 shares; 2025Q2: 16,276 shares; 2025Q3: 19,075 shares 19,075 $998K 0.08% +2,799 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,444 shares; 2025Q1: 14,388 shares; 2025Q2: 15,582 shares; 2025Q3: 16,453 shares 16,453 $986K 0.08% +871 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,149 shares; 2025Q3: 17,911 shares 17,911 $897K 0.07% +1,762 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,834 shares; 2025Q1: 19,028 shares; 2025Q2: 8,516 shares; 2025Q3: 8,489 shares 8,489 $873K 0.07% -27 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,841 shares 7,841 $865K 0.07% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,572 shares; 2025Q1: 2,566 shares; 2025Q2: 2,683 shares; 2025Q3: 2,757 shares 2,757 $842K 0.07% +74 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,021 shares; 2025Q1: 6,021 shares; 2025Q2: 6,049 shares; 2025Q3: 6,124 shares 6,124 $833K 0.06% +75 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,999 shares; 2025Q1: 15,154 shares; 2025Q2: 15,445 shares; 2025Q3: 15,605 shares 15,605 $818K 0.06% +160 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,450 shares; 2025Q1: 11,328 shares; 2025Q2: 13,594 shares; 2025Q3: 15,387 shares 15,387 $765K 0.06% +1,793 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares 1,051 $755K 0.06% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,526 shares; 2025Q1: 9,767 shares; 2025Q2: 2,085 shares; 2025Q3: 2,316 shares 2,316 $741K 0.06% +231 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 1,463 shares; 2025Q2: 1,859 shares; 2025Q3: 2,036 shares 2,036 $703K 0.05% +177 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,218 shares; 2025Q1: 5,388 shares; 2025Q2: 11,046 shares; 2025Q3: 7,328 shares 7,328 $697K 0.05% -3,718 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,593 shares; 2025Q1: 17,291 shares; 2025Q2: 3,492 shares; 2025Q3: 3,914 shares 3,914 $692K 0.05% +422 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,623 shares; 2025Q1: 2,622 shares; 2025Q2: 2,816 shares; 2025Q3: 2,882 shares 2,882 $690K 0.05% +66 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares 1,860 $680K 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 512 shares; 2025Q2: 545 shares; 2025Q3: 564 shares 564 $676K 0.05% +19 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,038 shares; 2025Q1: 23,239 shares; 2025Q2: 23,232 shares; 2025Q3: 23,206 shares 23,206 $671K 0.05% -26 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,968 shares; 2025Q1: 5,169 shares; 2025Q2: 6,041 shares; 2025Q3: 10,148 shares 10,148 $660K 0.05% +4,107 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,721 shares; 2025Q2: 1,846 shares; 2025Q3: 1,923 shares 1,923 $656K 0.05% +77 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,213 shares; 2025Q1: 4,206 shares; 2025Q2: 4,532 shares; 2025Q3: 4,701 shares 4,701 $630K 0.05% +169 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,197 shares; 2025Q1: 1,715 shares; 2025Q2: 7,344 shares; 2025Q3: 7,294 shares 7,294 $619K 0.05% -50 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,165 shares; 2025Q1: 1,170 shares; 2025Q2: 3,940 shares; 2025Q3: 2,379 shares 2,379 $606K 0.05% -1,561 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,536 shares; 2025Q3: 10,298 shares 10,298 $605K 0.05% -7,238 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,112 shares; 2025Q1: 4,017 shares; 2025Q2: 4,174 shares; 2025Q3: 4,234 shares 4,234 $589K 0.05% +60 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230,040 shares; 2025Q1: 239,760 shares; 2025Q2: 18,371 shares; 2025Q3: 10,051 shares 10,051 $578K 0.04% -8,320 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,082 shares; 2025Q2: 2,245 shares; 2025Q3: 2,361 shares 2,361 $558K 0.04% +116 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares 900 $552K 0.04% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,344 shares; 2025Q2: 9,344 shares; 2025Q3: 9,344 shares 9,344 $550K 0.04% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares 2,546 $550K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,578 shares; 2025Q1: 3,408 shares; 2025Q2: 3,816 shares; 2025Q3: 3,899 shares 3,899 $548K 0.04% +83 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 2,499 shares; 2025Q2: 2,795 shares; 2025Q3: 2,942 shares 2,942 $545K 0.04% +147 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,736 shares; 2025Q2: 12,731 shares; 2025Q3: 12,713 shares 12,713 $540K 0.04% -18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,991 shares; 2025Q1: 19,991 shares; 2025Q2: 19,991 shares; 2025Q3: 19,991 shares 19,991 $521K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 408 shares; 2025Q2: 440 shares; 2025Q3: 444 shares 444 $518K 0.04% +4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 908 shares 908 $516K 0.04% +48 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,436 shares; 2025Q1: 1,438 shares; 2025Q2: 1,547 shares; 2025Q3: 1,647 shares 1,647 $507K 0.04% +100 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,144 shares; 2025Q3: 11,158 shares 11,158 $491K 0.04% -3,986 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,987 shares; 2025Q3: 6,769 shares 6,769 $490K 0.04% -218 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 1,219 shares; 2025Q2: 5,258 shares; 2025Q3: 5,258 shares 5,258 $481K 0.04% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,522 shares; 2025Q2: 11,517 shares; 2025Q3: 11,499 shares 11,499 $472K 0.04% -18 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,048 shares; 2025Q1: 3,427 shares; 2025Q2: 3,683 shares; 2025Q3: 3,677 shares 3,677 $463K 0.04% -6 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 463 shares; 2025Q3: 466 shares 466 $451K 0.03% +3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 884 shares; 2025Q2: 925 shares; 2025Q3: 970 shares 970 $444K 0.03% +45 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,102 shares; 2025Q1: 3,106 shares; 2025Q2: 3,350 shares; 2025Q3: 3,406 shares 3,406 $437K 0.03% +56 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares 1,147 $435K 0.03% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,306 shares; 2025Q1: 5,781 shares; 2025Q2: 7,627 shares; 2025Q3: 8,499 shares 8,499 $431K 0.03% +872 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 2,060 shares 2,060 $422K 0.03% +5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 1,940 shares; 2025Q3: 2,061 shares 2,061 $420K 0.03% +121 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,980 shares; 2025Q3: 8,023 shares 8,023 $414K 0.03% +43 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,563 shares; 2025Q1: 3,562 shares; 2025Q2: 3,852 shares; 2025Q3: 2,096 shares 2,096 $404K 0.03% -1,756 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,941 shares; 2025Q1: 7,941 shares; 2025Q2: 7,941 shares; 2025Q3: 7,941 shares 7,941 $399K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares 1,117 $394K 0.03% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,152 shares; 2025Q1: 10,531 shares; 2025Q2: 10,721 shares; 2025Q3: 10,700 shares 10,700 $382K 0.03% -21 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,244 shares; 2025Q1: 155,401 shares; 2025Q2: 39,896 shares; 2025Q3: 7,328 shares 7,328 $372K 0.03% -32,568 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,436 shares; 2025Q1: not reported; 2025Q2: 5,677 shares; 2025Q3: 5,582 shares 5,582 $356K 0.03% -95 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,612 shares; 2025Q3: 13,731 shares 13,731 $353K 0.03% +119 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,134 shares; 2025Q3: 1,162 shares 1,162 $350K 0.03% +28 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,689 shares; 2025Q3: 27,635 shares 27,635 $343K 0.03% -54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,979 shares; 2025Q1: 12,979 shares; 2025Q2: 12,979 shares; 2025Q3: 12,979 shares 12,979 $332K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,039 shares; 2025Q1: 4,036 shares; 2025Q2: 4,347 shares; 2025Q3: 4,514 shares 4,514 $329K 0.03% +167 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 326 shares; 2025Q3: 347 shares 347 $321K 0.02% +21 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,885 shares; 2025Q1: 15,609 shares; 2025Q2: 15,389 shares; 2025Q3: 6,463 shares 6,463 $314K 0.02% -8,926 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,649 shares; 2025Q1: 4,258 shares; 2025Q2: 5,560 shares; 2025Q3: 6,046 shares 6,046 $307K 0.02% +486 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares 905 $305K 0.02% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,640 shares; 2025Q1: 51,636 shares; 2025Q2: 5,891 shares; 2025Q3: 5,909 shares 5,909 $302K 0.02% +18 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: 1,398 shares; 2025Q3: 1,329 shares 1,329 $287K 0.02% -69 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,171 shares; 2025Q2: 1,307 shares; 2025Q3: 1,328 shares 1,328 $279K 0.02% +21 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,758 shares; 2025Q1: 6,274 shares; 2025Q2: 6,488 shares; 2025Q3: 6,471 shares 6,471 $275K 0.02% -17 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,561 shares; 2025Q3: 11,945 shares 11,945 $274K 0.02% +2,384 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,270 shares; 2025Q2: 4,282 shares; 2025Q3: 5,377 shares 5,377 $272K 0.02% +1,095 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $269K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,936 shares; 2025Q1: 4,589 shares; 2025Q2: 4,605 shares; 2025Q3: 5,638 shares 5,638 $265K 0.02% +1,033 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,778 shares 3,778 $264K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 266 shares; 2025Q3: 280 shares 280 $258K 0.02% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,047 shares; 2025Q3: 11,047 shares 11,047 $257K 0.02% 0 Timeline ITDI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,501 shares; 2025Q1: 4,516 shares; 2025Q2: 5,897 shares; 2025Q3: 6,763 shares 6,763 $251K 0.02% +866 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,259 shares; 2025Q1: 3,262 shares; 2025Q2: 3,497 shares; 2025Q3: 3,576 shares 3,576 $238K 0.02% +79 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,261 shares; 2025Q3: 6,286 shares 6,286 $223K 0.02% +25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: 362 shares 362 $223K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,135 shares; 2025Q1: 2,869 shares; 2025Q2: not reported; 2025Q3: 4,302 shares 4,302 $218K 0.02% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255 shares; 2025Q1: 265 shares; 2025Q2: 2,526 shares; 2025Q3: 2,538 shares 2,538 $215K 0.02% +12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: 2,127 shares 2,127 $212K 0.02% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 7,034 shares; 2025Q3: 2,763 shares 2,763 $203K 0.02% -4,271 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares 30,000 $144K 0.01% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,235 shares 15,235 $75.4K 0.01% new Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,467 shares 29,467 $28.2K <0.01% new Timeline