AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 1,435,143 shares; 2018Q2: 1,435,143 shares; 2018Q3: 1,489,190 shares; 2018Q4: 1,731,740 shares; 2019Q1: 1,740,259 shares; 2019Q2: 1,649,081 shares; 2019Q3: 1,604,892 shares 1,604,892 $356M 2.45% -44,189 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 429,963 shares; 2018Q2: 429,963 shares; 2018Q3: 491,595 shares; 2018Q4: 897,768 shares; 2019Q1: 793,156 shares; 2019Q2: 733,030 shares; 2019Q3: 992,064 shares 992,064 $296M 2.04% +259,034 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 767,858 shares; 2018Q2: 767,858 shares; 2018Q3: 1,983,074 shares; 2018Q4: 2,296,880 shares; 2019Q1: 2,507,050 shares; 2019Q2: 2,573,212 shares; 2019Q3: 3,155,338 shares 3,155,338 $202M 1.39% +582,126 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; 2017Q4: restricted; 2018Q1: 522,831 shares; 2018Q2: 522,831 shares; 2018Q3: 487,701 shares; 2018Q4: 503,999 shares; 2019Q1: 604,767 shares; 2019Q2: 654,399 shares; 2019Q3: 1,046,035 shares 1,046,035 $198M 1.37% +391,636 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; 2017Q4: restricted; 2018Q1: 3,943,306 shares; 2018Q2: 3,943,306 shares; 2018Q3: 4,069,842 shares; 2018Q4: 4,769,880 shares; 2019Q1: 4,660,296 shares; 2019Q2: 4,632,501 shares; 2019Q3: 4,793,097 shares 4,793,097 $197M 1.36% +160,596 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; 2017Q4: restricted; 2018Q1: 730,639 shares; 2018Q2: 730,639 shares; 2018Q3: 787,622 shares; 2018Q4: 833,962 shares; 2019Q1: 881,917 shares; 2019Q2: 825,358 shares; 2019Q3: 828,288 shares 828,288 $172M 1.19% +2,930 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 1,047,248 shares; 2018Q2: 1,047,248 shares; 2018Q3: 1,125,467 shares; 2018Q4: 1,234,845 shares; 2019Q1: 1,315,910 shares; 2019Q2: 1,189,407 shares; 2019Q3: 1,234,199 shares 1,234,199 $172M 1.18% +44,792 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; 2017Q4: restricted; 2018Q1: 68,200 shares; 2018Q2: 68,200 shares; 2018Q3: 81,760 shares; 2018Q4: 92,571 shares; 2019Q1: 96,395 shares; 2019Q2: 94,372 shares; 2019Q3: 94,368 shares 94,368 $164M 1.13% -4 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; 2017Q4: restricted; 2018Q1: 469,847 shares; 2018Q2: 469,847 shares; 2018Q3: 459,552 shares; 2018Q4: 516,467 shares; 2019Q1: 518,204 shares; 2019Q2: 525,463 shares; 2019Q3: 575,078 shares 575,078 $157M 1.08% +49,615 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; 2017Q4: restricted; 2018Q1: 796,988 shares; 2018Q2: 796,988 shares; 2018Q3: 922,411 shares; 2018Q4: 813,294 shares; 2019Q1: 916,459 shares; 2019Q2: 925,781 shares; 2019Q3: 1,027,419 shares 1,027,419 $155M 1.07% +101,638 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 852,485 shares; 2018Q2: 852,485 shares; 2018Q3: 917,128 shares; 2018Q4: 943,218 shares; 2019Q1: 922,143 shares; 2019Q2: 890,133 shares; 2019Q3: 885,749 shares 885,749 $141M 0.97% -4,384 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 706,564 shares; 2018Q4: 549,381 shares; 2019Q1: 633,377 shares; 2019Q2: 644,652 shares; 2019Q3: 658,522 shares 658,522 $124M 0.86% +13,870 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 829,976 shares; 2018Q2: 829,976 shares; 2018Q3: 755,160 shares; 2018Q4: 706,148 shares; 2019Q1: 692,593 shares; 2019Q2: 686,755 shares; 2019Q3: 689,094 shares 689,094 $124M 0.86% +2,339 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; 2017Q4: restricted; 2018Q1: 1,078,929 shares; 2018Q2: 1,078,929 shares; 2018Q3: 813,942 shares; 2018Q4: 1,281,885 shares; 2019Q1: 1,211,785 shares; 2019Q2: 1,294,897 shares; 2019Q3: 1,426,115 shares 1,426,115 $120M 0.83% +131,218 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; 2017Q4: restricted; 2018Q1: 2,338,925 shares; 2018Q2: 2,338,925 shares; 2018Q3: 2,668,734 shares; 2018Q4: 2,664,875 shares; 2019Q1: 2,950,530 shares; 2019Q2: 2,916,696 shares; 2019Q3: 2,927,428 shares 2,927,428 $111M 0.76% +10,732 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 888,621 shares; 2018Q2: 888,621 shares; 2018Q3: 929,003 shares; 2018Q4: 938,071 shares; 2019Q1: 915,779 shares; 2019Q2: 876,555 shares; 2019Q3: 853,347 shares 853,347 $109M 0.75% -23,208 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 2,247,346 shares; 2018Q2: 2,247,346 shares; 2018Q3: 1,765,540 shares; 2018Q4: 1,713,477 shares; 2019Q1: 1,826,105 shares; 2019Q2: 1,965,632 shares; 2019Q3: 2,111,450 shares 2,111,450 $104M 0.72% +145,818 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; 2017Q4: restricted; 2018Q1: 1,103,400 shares; 2018Q2: 1,103,400 shares; 2018Q3: 1,063,929 shares; 2018Q4: 1,179,953 shares; 2019Q1: 1,233,676 shares; 2019Q2: 1,276,691 shares; 2019Q3: 1,270,230 shares 1,270,230 $103M 0.71% -6,461 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; 2017Q4: restricted; 2018Q1: 815,368 shares; 2018Q2: 815,368 shares; 2018Q3: 689,157 shares; 2018Q4: 685,915 shares; 2019Q1: 560,578 shares; 2019Q2: 543,795 shares; 2019Q3: 582,641 shares 582,641 $96.9M 0.67% +38,846 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; 2017Q4: restricted; 2018Q1: 625,651 shares; 2018Q2: 625,651 shares; 2018Q3: 854,300 shares; 2018Q4: 866,449 shares; 2019Q1: 912,277 shares; 2019Q2: 1,027,741 shares; 2019Q3: 1,136,835 shares 1,136,835 $95.5M 0.66% +109,094 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; 2017Q4: restricted; 2018Q1: 729,646 shares; 2018Q2: 729,646 shares; 2018Q3: 670,733 shares; 2018Q4: 723,478 shares; 2019Q1: 714,463 shares; 2019Q2: 694,209 shares; 2019Q3: 797,623 shares 797,623 $95.4M 0.66% +103,414 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; 2017Q4: restricted; 2018Q1: 2,026,853 shares; 2018Q2: 2,026,853 shares; 2018Q3: 1,891,014 shares; 2018Q4: 2,222,434 shares; 2019Q1: 2,294,474 shares; 2019Q2: 2,342,595 shares; 2019Q3: 2,360,437 shares 2,360,437 $95.1M 0.66% +17,842 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 731,077 shares; 2018Q2: 731,077 shares; 2018Q3: 782,095 shares; 2018Q4: 856,822 shares; 2019Q1: 796,766 shares; 2019Q2: 790,997 shares; 2019Q3: 789,757 shares 789,757 $94.1M 0.65% -1,240 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; 2017Q4: restricted; 2018Q1: 709,004 shares; 2018Q2: 709,004 shares; 2018Q3: 821,879 shares; 2018Q4: 846,571 shares; 2019Q1: 839,120 shares; 2019Q2: 790,791 shares; 2019Q3: 805,314 shares 805,314 $89.9M 0.62% +14,523 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 445,039 shares; 2018Q2: 445,039 shares; 2018Q3: 722,933 shares; 2018Q4: 1,091,092 shares; 2019Q1: 1,216,046 shares; 2019Q2: 1,130,373 shares; 2019Q3: 1,895,639 shares 1,895,639 $88.2M 0.61% +765,266 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; 2017Q4: restricted; 2018Q1: 140,239 shares; 2018Q2: 140,239 shares; 2018Q3: 162,148 shares; 2018Q4: 731,132 shares; 2019Q1: 655,679 shares; 2019Q2: 902,903 shares; 2019Q3: 1,189,174 shares 1,189,174 $84.9M 0.59% +286,271 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 547,876 shares; 2018Q2: 547,876 shares; 2018Q3: 751,496 shares; 2018Q4: 757,203 shares; 2019Q1: 1,429,611 shares; 2019Q2: 1,538,119 shares; 2019Q3: 1,583,456 shares 1,583,456 $79.9M 0.55% +45,337 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 147,132 shares; 2018Q2: 147,132 shares; 2018Q3: 266,786 shares; 2018Q4: 264,728 shares; 2019Q1: 793,356 shares; 2019Q2: 784,168 shares; 2019Q3: 792,051 shares 792,051 $79.5M 0.55% +7,883 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 857,909 shares; 2018Q2: 857,909 shares; 2018Q3: 1,221,909 shares; 2018Q4: 1,510,051 shares; 2019Q1: 1,411,928 shares; 2019Q2: 1,534,069 shares; 2019Q3: 1,546,192 shares 1,546,192 $75.8M 0.52% +12,123 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; 2017Q4: restricted; 2018Q1: 639,007 shares; 2018Q2: 639,007 shares; 2018Q3: 616,493 shares; 2018Q4: 611,627 shares; 2019Q1: 649,570 shares; 2019Q2: 593,656 shares; 2019Q3: 607,335 shares 607,335 $75.5M 0.52% +13,679 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; 2017Q4: restricted; 2018Q1: 338,040 shares; 2018Q2: 338,040 shares; 2018Q3: 287,977 shares; 2018Q4: 328,165 shares; 2019Q1: 330,913 shares; 2019Q2: 345,906 shares; 2019Q3: 2,351,913 shares 2,351,913 $75.1M 0.52% +2,006,007 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 139,349 shares; 2018Q2: 139,349 shares; 2018Q3: 148,986 shares; 2018Q4: 156,906 shares; 2019Q1: 194,271 shares; 2019Q2: 197,363 shares; 2019Q3: 194,113 shares 194,113 $73.9M 0.51% -3,250 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 584,619 shares; 2018Q4: 599,623 shares; 2019Q1: 576,811 shares; 2019Q2: 588,593 shares; 2019Q3: 677,831 shares 677,831 $73.3M 0.51% +89,238 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 930,760 shares; 2018Q2: 930,760 shares; 2018Q3: 1,312,732 shares; 2018Q4: 1,118,183 shares; 2019Q1: 986,428 shares; 2019Q2: 934,444 shares; 2019Q3: 916,363 shares 916,363 $71.3M 0.49% -18,081 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 528,876 shares; 2018Q2: 528,876 shares; 2018Q3: 537,508 shares; 2018Q4: 566,297 shares; 2019Q1: 588,848 shares; 2019Q2: 555,185 shares; 2019Q3: 548,949 shares 548,949 $71M 0.49% -6,236 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; 2017Q4: restricted; 2018Q1: 1,013,626 shares; 2018Q2: 1,013,626 shares; 2018Q3: 1,071,980 shares; 2018Q4: 1,138,235 shares; 2019Q1: 1,145,488 shares; 2019Q2: 1,150,855 shares; 2019Q3: 1,167,805 shares 1,167,805 $70.5M 0.49% +16,950 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; 2017Q4: restricted; 2018Q1: 705,830 shares; 2018Q2: 705,830 shares; 2018Q3: 883,791 shares; 2018Q4: 935,947 shares; 2019Q1: 1,152,058 shares; 2019Q2: 1,076,795 shares; 2019Q3: 1,234,834 shares 1,234,834 $70.1M 0.48% +158,039 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; 2017Q4: restricted; 2018Q1: 991,218 shares; 2018Q2: 991,218 shares; 2018Q3: 1,139,181 shares; 2018Q4: 1,177,928 shares; 2019Q1: 1,166,394 shares; 2019Q2: 1,185,565 shares; 2019Q3: 1,166,061 shares 1,166,061 $68.6M 0.47% -19,504 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 345,948 shares; 2018Q2: 345,948 shares; 2018Q3: 355,028 shares; 2018Q4: 366,207 shares; 2019Q1: 383,758 shares; 2019Q2: 358,429 shares; 2019Q3: 348,793 shares 348,793 $67.4M 0.46% -9,636 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 382,395 shares; 2018Q2: 382,395 shares; 2018Q3: 437,696 shares; 2018Q4: 503,132 shares; 2019Q1: 479,347 shares; 2019Q2: 471,966 shares; 2019Q3: 462,543 shares 462,543 $65.4M 0.45% -9,423 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 223,916 shares; 2018Q2: 223,916 shares; 2018Q3: 369,188 shares; 2018Q4: 458,819 shares; 2019Q1: 1,013,555 shares; 2019Q2: 1,926,677 shares; 2019Q3: 2,478,888 shares 2,478,888 $65.3M 0.45% +552,211 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 508,693 shares; 2018Q2: 508,693 shares; 2018Q3: 546,433 shares; 2018Q4: 540,892 shares; 2019Q1: 542,258 shares; 2019Q2: 548,239 shares; 2019Q3: 550,232 shares 550,232 $65.3M 0.45% +1,993 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; 2017Q4: restricted; 2018Q1: 257,110 shares; 2018Q2: 257,110 shares; 2018Q3: 193,899 shares; 2018Q4: 203,993 shares; 2019Q1: 231,137 shares; 2019Q2: 246,153 shares; 2019Q3: 240,030 shares 240,030 $64.6M 0.45% -6,123 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 343,223 shares; 2018Q2: 343,223 shares; 2018Q3: 347,408 shares; 2018Q4: 332,840 shares; 2019Q1: 362,304 shares; 2019Q2: 373,713 shares; 2019Q3: 366,952 shares 366,952 $63.2M 0.44% -6,761 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; 2017Q4: restricted; 2018Q1: 1,185,365 shares; 2018Q2: 1,185,365 shares; 2018Q3: 1,260,226 shares; 2018Q4: 1,256,259 shares; 2019Q1: 1,227,024 shares; 2019Q2: 1,216,883 shares; 2019Q3: 1,217,447 shares 1,217,447 $62.9M 0.43% +564 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 218,479 shares; 2019Q3: 565,136 shares 565,136 $61.3M 0.42% +346,657 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 403,214 shares; 2018Q2: 403,214 shares; 2018Q3: 334,996 shares; 2018Q4: 395,852 shares; 2019Q1: 443,072 shares; 2019Q2: 518,504 shares; 2019Q3: 723,589 shares 723,589 $60.8M 0.42% +205,085 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; 2017Q4: restricted; 2018Q1: 271,026 shares; 2018Q2: 271,026 shares; 2018Q3: 295,412 shares; 2018Q4: 322,280 shares; 2019Q1: 357,610 shares; 2019Q2: 395,074 shares; 2019Q3: 466,037 shares 466,037 $60.7M 0.42% +70,963 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 458,188 shares; 2018Q4: 713,916 shares; 2019Q1: 1,331,806 shares; 2019Q2: 962,424 shares; 2019Q3: 1,021,377 shares 1,021,377 $59.1M 0.41% +58,953 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; 2017Q4: restricted; 2018Q1: 779,178 shares; 2018Q2: 779,178 shares; 2018Q3: 710,270 shares; 2018Q4: 755,995 shares; 2019Q1: 819,640 shares; 2019Q2: 782,834 shares; 2019Q3: 808,730 shares 808,730 $57.1M 0.39% +25,896 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 246,365 shares; 2018Q2: 246,365 shares; 2018Q3: 315,245 shares; 2018Q4: 364,323 shares; 2019Q1: 698,593 shares; 2019Q2: 800,962 shares; 2019Q3: 850,799 shares 850,799 $57.1M 0.39% +49,837 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 686,477 shares; 2018Q2: 686,477 shares; 2018Q3: 684,858 shares; 2018Q4: 357,894 shares; 2019Q1: 345,849 shares; 2019Q2: 193,770 shares; 2019Q3: 617,569 shares 617,569 $53.8M 0.37% +423,799 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; 2017Q4: restricted; 2018Q1: 387,065 shares; 2018Q2: 387,065 shares; 2018Q3: 429,297 shares; 2018Q4: 432,297 shares; 2019Q1: 454,477 shares; 2019Q2: 479,936 shares; 2019Q3: 455,568 shares 455,568 $53.6M 0.37% -24,368 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; 2017Q4: restricted; 2018Q1: 189,765 shares; 2018Q2: 189,765 shares; 2018Q3: 235,428 shares; 2018Q4: 214,541 shares; 2019Q1: 226,854 shares; 2019Q2: 246,594 shares; 2019Q3: 248,493 shares 248,493 $53.6M 0.37% +1,899 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 477,691 shares; 2018Q2: 477,691 shares; 2018Q3: 519,748 shares; 2018Q4: 552,010 shares; 2019Q1: 587,360 shares; 2019Q2: 569,035 shares; 2019Q3: 587,691 shares 587,691 $51.7M 0.36% +18,656 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 575,986 shares; 2018Q2: 575,986 shares; 2018Q3: 507,766 shares; 2018Q4: 715,672 shares; 2019Q1: 654,720 shares; 2019Q2: 664,325 shares; 2019Q3: 697,660 shares 697,660 $51.1M 0.35% +33,335 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; 2017Q4: restricted; 2018Q1: 300,173 shares; 2018Q2: 300,173 shares; 2018Q3: 337,533 shares; 2018Q4: 272,537 shares; 2019Q1: 271,476 shares; 2019Q2: 288,512 shares; 2019Q3: 296,264 shares 296,264 $50.2M 0.35% +7,752 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 266,800 shares; 2018Q2: 266,800 shares; 2018Q3: 449,526 shares; 2018Q4: 373,655 shares; 2019Q1: 361,410 shares; 2019Q2: 367,245 shares; 2019Q3: 329,485 shares 329,485 $49.9M 0.34% -37,760 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 302,657 shares; 2018Q2: 302,657 shares; 2018Q3: 390,490 shares; 2018Q4: 387,781 shares; 2019Q1: 392,744 shares; 2019Q2: 358,927 shares; 2019Q3: 381,982 shares 381,982 $48.6M 0.34% +23,055 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 435,300 shares; 2018Q2: 435,300 shares; 2018Q3: 465,215 shares; 2018Q4: 409,538 shares; 2019Q1: 407,356 shares; 2019Q2: 412,358 shares; 2019Q3: 413,251 shares 413,251 $48.1M 0.33% +893 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; 2017Q4: restricted; 2018Q1: 199,255 shares; 2018Q2: 199,255 shares; 2018Q3: 203,796 shares; 2018Q4: 302,379 shares; 2019Q1: 253,286 shares; 2019Q2: 325,367 shares; 2019Q3: 345,092 shares 345,092 $47.9M 0.33% +19,725 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; 2017Q4: restricted; 2018Q1: 896,095 shares; 2018Q2: 896,095 shares; 2018Q3: 754,626 shares; 2018Q4: 759,246 shares; 2019Q1: 520,615 shares; 2019Q2: 534,112 shares; 2019Q3: 531,141 shares 531,141 $47.1M 0.33% -2,971 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 113,460 shares; 2018Q2: 113,460 shares; 2018Q3: 107,237 shares; 2018Q4: 255,867 shares; 2019Q1: 315,792 shares; 2019Q2: 380,494 shares; 2019Q3: 401,504 shares 401,504 $45.8M 0.32% +21,010 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; 2017Q4: restricted; 2018Q1: 247,047 shares; 2018Q2: 247,047 shares; 2018Q3: 251,803 shares; 2018Q4: 244,935 shares; 2019Q1: 237,140 shares; 2019Q2: 259,616 shares; 2019Q3: 295,613 shares 295,613 $45.5M 0.31% +35,997 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; 2017Q4: restricted; 2018Q1: 181,317 shares; 2018Q2: 181,317 shares; 2018Q3: 185,926 shares; 2018Q4: 183,737 shares; 2019Q1: 198,803 shares; 2019Q2: 193,539 shares; 2019Q3: 196,045 shares 196,045 $45.5M 0.31% +2,506 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; 2017Q4: restricted; 2018Q1: 216,262 shares; 2018Q2: 216,262 shares; 2018Q3: 231,467 shares; 2018Q4: 235,674 shares; 2019Q1: 241,157 shares; 2019Q2: 248,332 shares; 2019Q3: 269,980 shares 269,980 $45.2M 0.31% +21,648 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 57,193 shares; 2018Q2: 57,193 shares; 2018Q3: 70,659 shares; 2018Q4: 245,826 shares; 2019Q1: 303,290 shares; 2019Q2: 337,982 shares; 2019Q3: 463,725 shares 463,725 $44M 0.3% +125,743 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; 2017Q4: restricted; 2018Q1: 444,359 shares; 2018Q2: 444,359 shares; 2018Q3: 443,702 shares; 2018Q4: 450,565 shares; 2019Q1: 469,241 shares; 2019Q2: 467,899 shares; 2019Q3: 465,554 shares 465,554 $43.4M 0.3% -2,345 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 141,343 shares; 2018Q2: 141,343 shares; 2018Q3: 172,692 shares; 2018Q4: 482,622 shares; 2019Q1: 623,878 shares; 2019Q2: 913,807 shares; 2019Q3: 1,104,236 shares 1,104,236 $43.2M 0.3% +190,429 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; 2017Q4: restricted; 2018Q1: 483,954 shares; 2018Q2: 483,954 shares; 2018Q3: 520,772 shares; 2018Q4: 426,834 shares; 2019Q1: 451,398 shares; 2019Q2: 475,159 shares; 2019Q3: 529,740 shares 529,740 $42.9M 0.3% +54,581 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 319,621 shares; 2018Q2: 319,621 shares; 2018Q3: 351,175 shares; 2018Q4: 434,695 shares; 2019Q1: 469,007 shares; 2019Q2: 415,242 shares; 2019Q3: 378,893 shares 378,893 $42.9M 0.3% -36,349 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 144,640 shares; 2018Q2: 144,640 shares; 2018Q3: 146,828 shares; 2018Q4: 179,499 shares; 2019Q1: 188,091 shares; 2019Q2: 192,586 shares; 2019Q3: 199,696 shares 199,696 $42.9M 0.3% +7,110 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 788,475 shares; 2018Q2: 788,475 shares; 2018Q3: 806,880 shares; 2018Q4: 860,066 shares; 2019Q1: 911,371 shares; 2019Q2: 814,823 shares; 2019Q3: 809,881 shares 809,881 $41.7M 0.29% -4,942 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; 2017Q4: restricted; 2018Q1: 702,587 shares; 2018Q2: 702,587 shares; 2018Q3: 962,206 shares; 2018Q4: 760,879 shares; 2019Q1: 785,457 shares; 2019Q2: 738,473 shares; 2019Q3: 757,415 shares 757,415 $41.5M 0.29% +18,942 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; 2017Q4: restricted; 2018Q1: 673,859 shares; 2018Q2: 673,859 shares; 2018Q3: 691,864 shares; 2018Q4: 782,700 shares; 2019Q1: 843,501 shares; 2019Q2: 847,435 shares; 2019Q3: 822,821 shares 822,821 $40.6M 0.28% -24,614 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; 2017Q4: restricted; 2018Q1: 587,058 shares; 2018Q2: 587,058 shares; 2018Q3: 597,419 shares; 2018Q4: 645,864 shares; 2019Q1: 688,790 shares; 2019Q2: 696,382 shares; 2019Q3: 745,746 shares 745,746 $40.6M 0.28% +49,364 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; 2017Q4: restricted; 2018Q1: 296,628 shares; 2018Q2: 296,628 shares; 2018Q3: 302,064 shares; 2018Q4: 317,701 shares; 2019Q1: 355,701 shares; 2019Q2: 341,584 shares; 2019Q3: 351,310 shares 351,310 $40.4M 0.28% +9,726 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; 2017Q4: restricted; 2018Q1: 103,388 shares; 2018Q2: 103,388 shares; 2018Q3: 114,084 shares; 2018Q4: 91,490 shares; 2019Q1: 90,150 shares; 2019Q2: 93,238 shares; 2019Q3: 103,439 shares 103,439 $40.3M 0.28% +10,201 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; 2017Q4: restricted; 2018Q1: 321,568 shares; 2018Q2: 321,568 shares; 2018Q3: 2,652,930 shares; 2018Q4: 501,333 shares; 2019Q1: 2,710,563 shares; 2019Q2: 3,448,197 shares; 2019Q3: 1,027,329 shares 1,027,329 $39.9M 0.28% -2,420,868 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 324,813 shares; 2018Q2: 324,813 shares; 2018Q3: 353,792 shares; 2018Q4: 395,019 shares; 2019Q1: 393,366 shares; 2019Q2: 329,663 shares; 2019Q3: 328,698 shares 328,698 $39M 0.27% -965 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 99,979 shares; 2018Q2: 99,979 shares; 2018Q3: 49,327 shares; 2018Q4: 220,018 shares; 2019Q1: 295,189 shares; 2019Q2: 888,146 shares; 2019Q3: 346,826 shares 346,826 $39M 0.27% -541,320 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 28,312 shares; 2018Q2: 28,312 shares; 2018Q3: 29,105 shares; 2018Q4: 28,061 shares; 2019Q1: 29,932 shares; 2019Q2: 30,765 shares; 2019Q3: 31,867 shares 31,867 $38.9M 0.27% +1,102 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 25,783 shares; 2018Q2: 25,783 shares; 2018Q3: 28,324 shares; 2018Q4: 28,640 shares; 2019Q1: 29,634 shares; 2019Q2: 33,365 shares; 2019Q3: 31,844 shares 31,844 $38.8M 0.27% -1,521 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 138,291 shares; 2018Q2: 138,291 shares; 2018Q3: 172,238 shares; 2018Q4: 51,365 shares; 2019Q1: 60,167 shares; 2019Q2: 68,279 shares; 2019Q3: 256,851 shares 256,851 $38.6M 0.27% +188,572 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; 2017Q4: restricted; 2018Q1: 343,128 shares; 2018Q2: 343,128 shares; 2018Q3: 297,179 shares; 2018Q4: 321,760 shares; 2019Q1: 339,768 shares; 2019Q2: 365,977 shares; 2019Q3: 375,485 shares 375,485 $38.5M 0.27% +9,508 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 416,231 shares; 2018Q2: 416,231 shares; 2018Q3: 429,964 shares; 2018Q4: 434,041 shares; 2019Q1: 486,058 shares; 2019Q2: 435,052 shares; 2019Q3: 431,875 shares 431,875 $38.2M 0.26% -3,177 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 480,696 shares; 2018Q4: 633,356 shares; 2019Q1: 699,772 shares; 2019Q2: 664,370 shares; 2019Q3: 745,889 shares 745,889 $37.6M 0.26% +81,519 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; 2017Q4: restricted; 2018Q1: 320,010 shares; 2018Q2: 320,010 shares; 2018Q3: 402,263 shares; 2018Q4: 382,548 shares; 2019Q1: 373,496 shares; 2019Q2: 317,981 shares; 2019Q3: 332,746 shares 332,746 $37.6M 0.26% +14,765 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; 2017Q4: restricted; 2018Q1: 130,149 shares; 2018Q2: 130,149 shares; 2018Q3: 136,833 shares; 2018Q4: 124,539 shares; 2019Q1: 142,924 shares; 2019Q2: 130,244 shares; 2019Q3: 130,252 shares 130,252 $37.5M 0.26% +8 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; 2017Q4: restricted; 2018Q1: 143,811 shares; 2018Q2: 143,811 shares; 2018Q3: 157,970 shares; 2018Q4: 427,330 shares; 2019Q1: 249,582 shares; 2019Q2: 303,062 shares; 2019Q3: 562,874 shares 562,874 $36.4M 0.25% +259,812 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; 2017Q4: restricted; 2018Q1: 250,069 shares; 2018Q2: 250,069 shares; 2018Q3: 281,594 shares; 2018Q4: 332,905 shares; 2019Q1: 357,678 shares; 2019Q2: 522,535 shares; 2019Q3: 509,926 shares 509,926 $36.2M 0.25% -12,609 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 870,918 shares; 2018Q2: 870,918 shares; 2018Q3: 762,922 shares; 2018Q4: 768,288 shares; 2019Q1: 518,806 shares; 2019Q2: 653,022 shares; 2019Q3: 680,882 shares 680,882 $36.2M 0.25% +27,860 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 443,776 shares; 2018Q2: 443,776 shares; 2018Q3: 492,781 shares; 2018Q4: 504,597 shares; 2019Q1: 413,923 shares; 2019Q2: 410,625 shares; 2019Q3: 402,329 shares 402,329 $36.1M 0.25% -8,296 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 165,587 shares; 2018Q2: 165,587 shares; 2018Q3: 186,376 shares; 2018Q4: 209,678 shares; 2019Q1: 215,675 shares; 2019Q2: 212,117 shares; 2019Q3: 218,935 shares 218,935 $36M 0.25% +6,818 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; 2017Q4: restricted; 2018Q1: 467,921 shares; 2018Q2: 467,921 shares; 2018Q3: 470,122 shares; 2018Q4: 489,595 shares; 2019Q1: 610,283 shares; 2019Q2: 916,838 shares; 2019Q3: 1,065,195 shares 1,065,195 $35.8M 0.25% +148,357 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; 2017Q4: restricted; 2018Q1: 1,630,463 shares; 2018Q2: 1,630,463 shares; 2018Q3: 1,092,844 shares; 2018Q4: 868,921 shares; 2019Q1: 819,159 shares; 2019Q2: 1,129,138 shares; 2019Q3: 1,269,246 shares 1,269,246 $35.5M 0.25% +140,108 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; 2017Q4: restricted; 2018Q1: 301,741 shares; 2018Q2: 301,741 shares; 2018Q3: 323,418 shares; 2018Q4: 214,167 shares; 2019Q1: 194,187 shares; 2019Q2: 210,829 shares; 2019Q3: 236,951 shares 236,951 $35.1M 0.24% +26,122 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 158,814 shares; 2018Q2: 158,814 shares; 2018Q3: 195,982 shares; 2018Q4: 180,868 shares; 2019Q1: 181,054 shares; 2019Q2: 178,674 shares; 2019Q3: 209,265 shares 209,265 $35.1M 0.24% +30,591 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 157,475 shares; 2018Q2: 157,475 shares; 2018Q3: 295,622 shares; 2018Q4: 706,517 shares; 2019Q1: 687,464 shares; 2019Q2: 640,682 shares; 2019Q3: 693,608 shares 693,608 $34.9M 0.24% +52,926 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 109,422 shares; 2018Q2: 109,422 shares; 2018Q3: 83,756 shares; 2018Q4: 85,595 shares; 2019Q1: 135,910 shares; 2019Q2: 174,422 shares; 2019Q3: 313,481 shares 313,481 $34M 0.23% +139,059 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 430,695 shares; 2018Q2: 430,695 shares; 2018Q3: 589,205 shares; 2018Q4: 848,232 shares; 2019Q1: 780,642 shares; 2019Q2: 706,002 shares; 2019Q3: 663,017 shares 663,017 $33.8M 0.23% -42,985 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; 2017Q4: restricted; 2018Q1: 456,461 shares; 2018Q2: 456,461 shares; 2018Q3: 664,816 shares; 2018Q4: 638,212 shares; 2019Q1: 688,809 shares; 2019Q2: 644,290 shares; 2019Q3: 649,817 shares 649,817 $33.6M 0.23% +5,527 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 261,395 shares; 2018Q2: 261,395 shares; 2018Q3: 289,564 shares; 2018Q4: 299,610 shares; 2019Q1: 311,424 shares; 2019Q2: 314,736 shares; 2019Q3: 284,260 shares 284,260 $33.1M 0.23% -30,476 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; 2017Q4: restricted; 2018Q1: 203,493 shares; 2018Q2: 203,493 shares; 2018Q3: 222,245 shares; 2018Q4: 269,042 shares; 2019Q1: 280,661 shares; 2019Q2: 279,102 shares; 2019Q3: 275,580 shares 275,580 $33M 0.23% -3,522 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; 2017Q4: restricted; 2018Q1: 293,461 shares; 2018Q2: 293,461 shares; 2018Q3: 329,840 shares; 2018Q4: 353,486 shares; 2019Q1: 459,110 shares; 2019Q2: 523,802 shares; 2019Q3: 409,494 shares 409,494 $33M 0.23% -114,308 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; 2017Q4: restricted; 2018Q1: 966,315 shares; 2018Q2: 966,315 shares; 2018Q3: 1,066,948 shares; 2018Q4: 1,165,267 shares; 2019Q1: 1,208,408 shares; 2019Q2: 1,152,840 shares; 2019Q3: 1,109,445 shares 1,109,445 $32.4M 0.22% -43,395 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; 2017Q4: restricted; 2018Q1: 156,557 shares; 2018Q2: 156,557 shares; 2018Q3: 295,929 shares; 2018Q4: 415,319 shares; 2019Q1: 355,302 shares; 2019Q2: 384,870 shares; 2019Q3: 462,024 shares 462,024 $32.3M 0.22% +77,154 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 290,257 shares; 2018Q2: 290,257 shares; 2018Q3: 292,969 shares; 2018Q4: 281,281 shares; 2019Q1: 299,323 shares; 2019Q2: 312,765 shares; 2019Q3: 316,220 shares 316,220 $32.2M 0.22% +3,455 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 844,975 shares; 2018Q2: 844,975 shares; 2018Q3: 339,254 shares; 2018Q4: 324,078 shares; 2019Q1: 265,650 shares; 2019Q2: 553,213 shares; 2019Q3: 269,466 shares 269,466 $32.1M 0.22% -283,747 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; 2017Q4: restricted; 2018Q1: 259,786 shares; 2018Q2: 259,786 shares; 2018Q3: 346,383 shares; 2018Q4: 571,760 shares; 2019Q1: 563,923 shares; 2019Q2: 609,202 shares; 2019Q3: 653,673 shares 653,673 $32M 0.22% +44,471 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 942,247 shares; 2018Q2: 942,247 shares; 2018Q3: 882,364 shares; 2018Q4: 695,773 shares; 2019Q1: 775,277 shares; 2019Q2: 846,465 shares; 2019Q3: 849,018 shares 849,018 $31.9M 0.22% +2,553 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; 2017Q4: restricted; 2018Q1: 63,840 shares; 2018Q2: 63,840 shares; 2018Q3: 71,946 shares; 2018Q4: 455,160 shares; 2019Q1: 318,381 shares; 2019Q2: 366,519 shares; 2019Q3: 344,224 shares 344,224 $31.5M 0.22% -22,295 Timeline XMLV 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 193,260 shares; 2018Q4: 206,121 shares; 2019Q1: 467,638 shares; 2019Q2: 539,435 shares; 2019Q3: 597,973 shares 597,973 $31.5M 0.22% +58,538 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 700,551 shares; 2018Q2: 700,551 shares; 2018Q3: 746,846 shares; 2018Q4: 826,592 shares; 2019Q1: 869,154 shares; 2019Q2: 857,510 shares; 2019Q3: 866,981 shares 866,981 $31.2M 0.21% +9,471 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 8,139 shares; 2018Q2: 8,139 shares; 2018Q3: 6,736 shares; 2018Q4: 7,151 shares; 2019Q1: 25,987 shares; 2019Q2: 92,814 shares; 2019Q3: 277,076 shares 277,076 $30.9M 0.21% +184,262 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 451,309 shares; 2018Q2: 451,309 shares; 2018Q3: 465,530 shares; 2018Q4: 455,777 shares; 2019Q1: 650,320 shares; 2019Q2: 613,406 shares; 2019Q3: 573,272 shares 573,272 $30.5M 0.21% -40,134 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 167,452 shares; 2018Q2: 167,452 shares; 2018Q3: 188,258 shares; 2018Q4: 197,351 shares; 2019Q1: 198,206 shares; 2019Q2: 203,331 shares; 2019Q3: 213,924 shares 213,924 $29.3M 0.2% +10,593 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 66,316 shares; 2018Q2: 66,316 shares; 2018Q3: 85,075 shares; 2018Q4: 93,513 shares; 2019Q1: 96,762 shares; 2019Q2: 101,339 shares; 2019Q3: 105,660 shares 105,660 $28.6M 0.2% +4,321 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; 2017Q4: restricted; 2018Q1: 176,540 shares; 2018Q2: 176,540 shares; 2018Q3: 184,297 shares; 2018Q4: 179,569 shares; 2019Q1: 175,269 shares; 2019Q2: 202,608 shares; 2019Q3: 195,303 shares 195,303 $28.4M 0.2% -7,305 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 79,231 shares; 2018Q2: 79,231 shares; 2018Q3: 94,287 shares; 2018Q4: 88,299 shares; 2019Q1: 95,892 shares; 2019Q2: 224,127 shares; 2019Q3: 305,897 shares 305,897 $28.3M 0.19% +81,770 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 204,442 shares; 2018Q2: 204,442 shares; 2018Q3: 146,223 shares; 2018Q4: 140,328 shares; 2019Q1: 124,957 shares; 2019Q2: 125,521 shares; 2019Q3: 125,652 shares 125,652 $28.1M 0.19% +131 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; 2017Q4: restricted; 2018Q1: 268,673 shares; 2018Q2: 268,673 shares; 2018Q3: 260,468 shares; 2018Q4: 300,569 shares; 2019Q1: 314,388 shares; 2019Q2: 317,068 shares; 2019Q3: 332,431 shares 332,431 $28M 0.19% +15,363 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; 2017Q4: restricted; 2018Q1: 640,849 shares; 2018Q2: 640,849 shares; 2018Q3: 615,052 shares; 2018Q4: 554,430 shares; 2019Q1: 559,886 shares; 2019Q2: 554,766 shares; 2019Q3: 545,684 shares 545,684 $27.5M 0.19% -9,082 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 151,979 shares; 2018Q2: 151,979 shares; 2018Q3: 170,027 shares; 2018Q4: 134,362 shares; 2019Q1: 130,475 shares; 2019Q2: 138,460 shares; 2019Q3: 138,380 shares 138,380 $27.1M 0.19% -80 IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 173,972 shares; 2018Q2: 173,972 shares; 2018Q3: 193,862 shares; 2018Q4: 191,558 shares; 2019Q1: 165,982 shares; 2019Q2: 166,504 shares; 2019Q3: 168,832 shares 168,832 $27M 0.19% +2,328 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 339,809 shares; 2018Q2: 339,809 shares; 2018Q3: 331,537 shares; 2018Q4: 304,660 shares; 2019Q1: 307,507 shares; 2019Q2: 350,554 shares; 2019Q3: 352,749 shares 352,749 $25.9M 0.18% +2,195 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 159,246 shares; 2018Q2: 159,246 shares; 2018Q3: 166,100 shares; 2018Q4: 264,664 shares; 2019Q1: 282,994 shares; 2019Q2: 285,613 shares; 2019Q3: 287,535 shares 287,535 $25.7M 0.18% +1,922 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 282,070 shares; 2018Q2: 282,070 shares; 2018Q3: 292,501 shares; 2018Q4: 311,662 shares; 2019Q1: 330,256 shares; 2019Q2: 329,685 shares; 2019Q3: 335,832 shares 335,832 $25.4M 0.18% +6,147 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 225,776 shares; 2018Q2: 225,776 shares; 2018Q3: 283,219 shares; 2018Q4: 378,652 shares; 2019Q1: 404,220 shares; 2019Q2: 312,879 shares; 2019Q3: 299,412 shares 299,412 $25.4M 0.18% -13,467 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 124,005 shares; 2018Q2: 124,005 shares; 2018Q3: 109,353 shares; 2018Q4: 141,831 shares; 2019Q1: 155,832 shares; 2019Q2: 164,717 shares; 2019Q3: 183,300 shares 183,300 $25M 0.17% +18,583 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; 2017Q4: restricted; 2018Q1: 213,410 shares; 2018Q2: 213,410 shares; 2018Q3: 225,468 shares; 2018Q4: 217,139 shares; 2019Q1: 218,987 shares; 2019Q2: 193,596 shares; 2019Q3: 185,992 shares 185,992 $24M 0.17% -7,604 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 505,783 shares; 2018Q2: 505,783 shares; 2018Q3: 521,820 shares; 2018Q4: 536,806 shares; 2019Q1: 619,656 shares; 2019Q2: 624,334 shares; 2019Q3: 630,265 shares 630,265 $23.9M 0.17% +5,931 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 21,178 shares; 2018Q4: 145,585 shares; 2019Q1: 386,654 shares; 2019Q2: 401,161 shares; 2019Q3: 385,929 shares 385,929 $23.9M 0.16% -15,232 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 261,186 shares; 2018Q2: 261,186 shares; 2018Q3: 184,189 shares; 2018Q4: 465,958 shares; 2019Q1: 553,347 shares; 2019Q2: 595,102 shares; 2019Q3: 650,487 shares 650,487 $23.6M 0.16% +55,385 Timeline XSLV 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 91,146 shares; 2018Q4: 117,162 shares; 2019Q1: 281,252 shares; 2019Q2: 321,468 shares; 2019Q3: 483,014 shares 483,014 $23.6M 0.16% +161,546 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; 2017Q4: restricted; 2018Q1: 300,466 shares; 2018Q2: 300,466 shares; 2018Q3: 298,823 shares; 2018Q4: 296,230 shares; 2019Q1: 301,589 shares; 2019Q2: 303,550 shares; 2019Q3: 306,186 shares 306,186 $23.5M 0.16% +2,636 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; 2017Q4: restricted; 2018Q1: 109,380 shares; 2018Q2: 109,380 shares; 2018Q3: 145,424 shares; 2018Q4: 143,403 shares; 2019Q1: 139,641 shares; 2019Q2: 132,003 shares; 2019Q3: 140,101 shares 140,101 $23.4M 0.16% +8,098 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 58,210 shares; 2018Q2: 58,210 shares; 2018Q3: 43,371 shares; 2018Q4: 328,635 shares; 2019Q1: 421,401 shares; 2019Q2: 438,587 shares; 2019Q3: 408,582 shares 408,582 $23.3M 0.16% -30,005 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 125,440 shares; 2018Q2: 125,440 shares; 2018Q3: 319,561 shares; 2018Q4: 380,541 shares; 2019Q1: 385,750 shares; 2019Q2: 404,096 shares; 2019Q3: 434,538 shares 434,538 $23.3M 0.16% +30,442 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 173,111 shares; 2018Q2: 173,111 shares; 2018Q3: 178,207 shares; 2018Q4: 198,735 shares; 2019Q1: 202,395 shares; 2019Q2: 185,787 shares; 2019Q3: 181,644 shares 181,644 $22.9M 0.16% -4,143 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 19,072 shares; 2018Q2: 19,072 shares; 2018Q3: 70,935 shares; 2018Q4: 89,561 shares; 2019Q1: 112,806 shares; 2019Q2: 100,133 shares; 2019Q3: 123,894 shares 123,894 $22.9M 0.16% +23,761 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; 2017Q4: restricted; 2018Q1: 110,345 shares; 2018Q2: 110,345 shares; 2018Q3: 198,343 shares; 2018Q4: 119,951 shares; 2019Q1: 116,491 shares; 2019Q2: 122,649 shares; 2019Q3: 124,127 shares 124,127 $22.6M 0.16% +1,478 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 96,712 shares; 2018Q2: 96,712 shares; 2018Q3: 147,270 shares; 2018Q4: 156,230 shares; 2019Q1: 271,789 shares; 2019Q2: 293,195 shares; 2019Q3: 187,032 shares 187,032 $22.6M 0.16% -106,163 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 181,144 shares; 2018Q2: 181,144 shares; 2018Q3: 327,012 shares; 2018Q4: 340,296 shares; 2019Q1: 361,658 shares; 2019Q2: 355,609 shares; 2019Q3: 386,869 shares 386,869 $22.4M 0.15% +31,260 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; 2017Q4: restricted; 2018Q1: 60,473 shares; 2018Q2: 60,473 shares; 2018Q3: 62,254 shares; 2018Q4: 80,307 shares; 2019Q1: 86,822 shares; 2019Q2: 89,831 shares; 2019Q3: 95,688 shares 95,688 $22.3M 0.15% +5,857 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 227,703 shares; 2018Q2: 227,703 shares; 2018Q3: 400,744 shares; 2018Q4: 487,110 shares; 2019Q1: 427,177 shares; 2019Q2: 312,028 shares; 2019Q3: 362,319 shares 362,319 $22.3M 0.15% +50,291 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 214,052 shares; 2018Q2: 214,052 shares; 2018Q3: 227,054 shares; 2018Q4: 256,864 shares; 2019Q1: 237,922 shares; 2019Q2: 216,424 shares; 2019Q3: 214,847 shares 214,847 $22.1M 0.15% -1,577 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; 2017Q4: restricted; 2018Q1: 93,825 shares; 2018Q2: 93,825 shares; 2018Q3: 105,371 shares; 2018Q4: 124,182 shares; 2019Q1: 132,621 shares; 2019Q2: 357,506 shares; 2019Q3: 387,958 shares 387,958 $21.9M 0.15% +30,452 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; 2017Q4: restricted; 2018Q1: 16,622 shares; 2018Q2: 16,622 shares; 2018Q3: 102,738 shares; 2018Q4: 335,651 shares; 2019Q1: 379,360 shares; 2019Q2: 271,850 shares; 2019Q3: 432,972 shares 432,972 $21.8M 0.15% +161,122 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 327,501 shares; 2018Q2: 327,501 shares; 2018Q3: 285,494 shares; 2018Q4: 260,451 shares; 2019Q1: 331,568 shares; 2019Q2: 312,062 shares; 2019Q3: 414,001 shares 414,001 $21.7M 0.15% +101,939 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; 2017Q4: restricted; 2018Q1: 71,770 shares; 2018Q2: 71,770 shares; 2018Q3: 81,080 shares; 2018Q4: 91,792 shares; 2019Q1: 96,967 shares; 2019Q2: 106,350 shares; 2019Q3: 99,018 shares 99,018 $21.5M 0.15% -7,332 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; 2017Q4: restricted; 2018Q1: 164,755 shares; 2018Q2: 164,755 shares; 2018Q3: 167,824 shares; 2018Q4: 137,686 shares; 2019Q1: 179,068 shares; 2019Q2: 163,180 shares; 2019Q3: 274,140 shares 274,140 $21.3M 0.15% +110,960 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 115,687 shares; 2018Q2: 115,687 shares; 2018Q3: 117,176 shares; 2018Q4: 116,617 shares; 2019Q1: 111,776 shares; 2019Q2: 114,467 shares; 2019Q3: 121,521 shares 121,521 $21.1M 0.15% +7,054 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; 2017Q4: restricted; 2018Q1: 187,007 shares; 2018Q2: 187,007 shares; 2018Q3: 244,529 shares; 2018Q4: 219,117 shares; 2019Q1: 291,368 shares; 2019Q2: 248,377 shares; 2019Q3: 234,012 shares 234,012 $21.1M 0.15% -14,365 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 16,596 shares; 2018Q2: 16,596 shares; 2018Q3: 31,368 shares; 2018Q4: 155,110 shares; 2019Q1: 186,124 shares; 2019Q2: 225,233 shares; 2019Q3: 239,913 shares 239,913 $20.8M 0.14% +14,680 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 306,670 shares; 2018Q2: 306,670 shares; 2018Q3: 389,672 shares; 2018Q4: 262,988 shares; 2019Q1: 283,015 shares; 2019Q2: 239,640 shares; 2019Q3: 238,744 shares 238,744 $20.8M 0.14% -896 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; 2017Q4: restricted; 2018Q1: 559,352 shares; 2018Q2: 559,352 shares; 2018Q3: 505,851 shares; 2018Q4: 512,248 shares; 2019Q1: 541,877 shares; 2019Q2: 530,059 shares; 2019Q3: 504,240 shares 504,240 $20.6M 0.14% -25,819 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; 2017Q4: restricted; 2018Q1: 237,817 shares; 2018Q2: 237,817 shares; 2018Q3: 114,291 shares; 2018Q4: 580,263 shares; 2019Q1: 158,546 shares; 2019Q2: 173,624 shares; 2019Q3: 199,146 shares 199,146 $20.2M 0.14% +25,522 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; 2017Q4: restricted; 2018Q1: 10,716 shares; 2018Q2: 10,716 shares; 2018Q3: 8,679 shares; 2018Q4: 66,903 shares; 2019Q1: 110,742 shares; 2019Q2: 346,435 shares; 2019Q3: 330,286 shares 330,286 $20.1M 0.14% -16,149 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 90,925 shares; 2018Q2: 90,925 shares; 2018Q3: 106,459 shares; 2018Q4: 104,769 shares; 2019Q1: 115,629 shares; 2019Q2: 121,018 shares; 2019Q3: 139,730 shares 139,730 $20.1M 0.14% +18,712 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 77,025 shares; 2018Q2: 77,025 shares; 2018Q3: 48,925 shares; 2018Q4: 56,199 shares; 2019Q1: 111,159 shares; 2019Q2: 115,033 shares; 2019Q3: 140,183 shares 140,183 $20.1M 0.14% +25,150 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 410,541 shares; 2018Q2: 410,541 shares; 2018Q3: 367,631 shares; 2018Q4: 366,562 shares; 2019Q1: 348,809 shares; 2019Q2: 307,750 shares; 2019Q3: 306,948 shares 306,948 $20M 0.14% -802 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 194,924 shares; 2018Q2: 194,924 shares; 2018Q3: 140,449 shares; 2018Q4: 775,953 shares; 2019Q1: 215,984 shares; 2019Q2: 184,107 shares; 2019Q3: 212,244 shares 212,244 $20M 0.14% +28,137 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 93,282 shares; 2018Q2: 93,282 shares; 2018Q3: 96,093 shares; 2018Q4: 113,065 shares; 2019Q1: 119,132 shares; 2019Q2: 108,190 shares; 2019Q3: 102,367 shares 102,367 $19.8M 0.14% -5,823 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; 2017Q4: restricted; 2018Q1: 89,556 shares; 2018Q2: 89,556 shares; 2018Q3: 96,865 shares; 2018Q4: 113,281 shares; 2019Q1: 123,641 shares; 2019Q2: 123,026 shares; 2019Q3: 121,348 shares 121,348 $19.7M 0.14% -1,678 Timeline ALERIAN MLP ETF ALERIAN MLP ETF More: the full row for ALERIAN MLP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 1,277,461 shares; 2018Q2: 1,277,461 shares; 2018Q3: 1,449,843 shares; 2018Q4: 1,509,133 shares; 2019Q1: 1,862,842 shares; 2019Q2: 1,957,709 shares; 2019Q3: 2,149,594 shares 2,149,594 $19.6M 0.14% +191,885 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; 2017Q4: restricted; 2018Q1: 164,058 shares; 2018Q2: 164,058 shares; 2018Q3: 170,953 shares; 2018Q4: 206,609 shares; 2019Q1: 248,286 shares; 2019Q2: 309,922 shares; 2019Q3: 310,310 shares 310,310 $19.6M 0.14% +388 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; 2017Q4: restricted; 2018Q1: 441,957 shares; 2018Q2: 441,957 shares; 2018Q3: 451,472 shares; 2018Q4: 471,916 shares; 2019Q1: 480,708 shares; 2019Q2: 600,019 shares; 2019Q3: 777,256 shares 777,256 $19.5M 0.13% +177,237 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 183,432 shares; 2018Q2: 183,432 shares; 2018Q3: 191,133 shares; 2018Q4: 223,391 shares; 2019Q1: 243,882 shares; 2019Q2: 227,787 shares; 2019Q3: 233,144 shares 233,144 $19.5M 0.13% +5,357 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 274,408 shares; 2018Q2: 274,408 shares; 2018Q3: 287,152 shares; 2018Q4: 327,181 shares; 2019Q1: 326,072 shares; 2019Q2: 323,954 shares; 2019Q3: 315,376 shares 315,376 $19.5M 0.13% -8,578 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; 2017Q4: restricted; 2018Q1: 144,688 shares; 2018Q2: 144,688 shares; 2018Q3: 148,435 shares; 2018Q4: 165,236 shares; 2019Q1: 121,215 shares; 2019Q2: 116,213 shares; 2019Q3: 114,430 shares 114,430 $19.4M 0.13% -1,783 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 61 shares; 2018Q2: 61 shares; 2018Q3: 65 shares; 2018Q4: 64 shares; 2019Q1: 63 shares; 2019Q2: 64 shares; 2019Q3: 62 shares 62 $19.3M 0.13% -2 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 129,412 shares; 2018Q2: 129,412 shares; 2018Q3: 229,372 shares; 2018Q4: 91,768 shares; 2019Q1: 104,743 shares; 2019Q2: 98,909 shares; 2019Q3: 143,114 shares 143,114 $19.3M 0.13% +44,205 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 67,083 shares; 2018Q2: 67,083 shares; 2018Q3: 70,550 shares; 2018Q4: 56,814 shares; 2019Q1: 52,625 shares; 2019Q2: 56,382 shares; 2019Q3: 84,267 shares 84,267 $18.9M 0.13% +27,885 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; 2017Q4: restricted; 2018Q1: 211,614 shares; 2018Q2: 211,614 shares; 2018Q3: 177,992 shares; 2018Q4: 204,743 shares; 2019Q1: 192,088 shares; 2019Q2: 194,853 shares; 2019Q3: 195,915 shares 195,915 $18.8M 0.13% +1,062 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; 2017Q4: restricted; 2018Q1: 60,928 shares; 2018Q2: 60,928 shares; 2018Q3: 43,240 shares; 2018Q4: 39,744 shares; 2019Q1: 55,613 shares; 2019Q2: 55,184 shares; 2019Q3: 180,794 shares 180,794 $18.7M 0.13% +125,610 Timeline VEU 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; 2017Q4: restricted; 2018Q1: 360,850 shares; 2018Q2: 360,850 shares; 2018Q3: 343,446 shares; 2018Q4: 391,937 shares; 2019Q1: 380,980 shares; 2019Q2: 381,821 shares; 2019Q3: 373,725 shares 373,725 $18.6M 0.13% -8,096 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; 2017Q4: restricted; 2018Q1: 204,920 shares; 2018Q2: 204,920 shares; 2018Q3: 294,641 shares; 2018Q4: 367,771 shares; 2019Q1: 377,593 shares; 2019Q2: 361,928 shares; 2019Q3: 412,756 shares 412,756 $18.6M 0.13% +50,828 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; 2017Q4: restricted; 2018Q1: 91,934 shares; 2018Q2: 91,934 shares; 2018Q3: 647,090 shares; 2018Q4: 384,565 shares; 2019Q1: 351,815 shares; 2019Q2: 368,347 shares; 2019Q3: 368,694 shares 368,694 $18.6M 0.13% +347 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; 2017Q4: restricted; 2018Q1: 205,837 shares; 2018Q2: 205,837 shares; 2018Q3: 162,913 shares; 2018Q4: 142,863 shares; 2019Q1: 182,270 shares; 2019Q2: 201,122 shares; 2019Q3: 202,810 shares 202,810 $18.5M 0.13% +1,688 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 89,933 shares; 2018Q2: 89,933 shares; 2018Q3: 95,286 shares; 2018Q4: 118,806 shares; 2019Q1: 141,891 shares; 2019Q2: 140,338 shares; 2019Q3: 166,662 shares 166,662 $18.1M 0.12% +26,324 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 57,944 shares; 2018Q2: 57,944 shares; 2018Q3: 69,391 shares; 2018Q4: 61,863 shares; 2019Q1: 66,994 shares; 2019Q2: 63,379 shares; 2019Q3: 72,268 shares 72,268 $17.9M 0.12% +8,889 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 92,193 shares; 2018Q2: 92,193 shares; 2018Q3: 97,184 shares; 2018Q4: 83,364 shares; 2019Q1: 97,481 shares; 2019Q2: 104,621 shares; 2019Q3: 102,590 shares 102,590 $17.9M 0.12% -2,031 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 24,345 shares; 2018Q4: 117,843 shares; 2019Q1: 111,536 shares; 2019Q2: 132,404 shares; 2019Q3: 151,408 shares 151,408 $17.8M 0.12% +19,004 Timeline PRFZ 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 6,572 shares; 2018Q4: 128,481 shares; 2019Q1: 107,130 shares; 2019Q2: 117,017 shares; 2019Q3: 189,785 shares 189,785 $17.8M 0.12% +72,768 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 227,286 shares; 2018Q2: 227,286 shares; 2018Q3: 196,264 shares; 2018Q4: 200,227 shares; 2019Q1: 208,757 shares; 2019Q2: 202,923 shares; 2019Q3: 188,696 shares 188,696 $17.7M 0.12% -14,227 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 68,933 shares; 2018Q2: 68,933 shares; 2018Q3: 86,319 shares; 2018Q4: 79,844 shares; 2019Q1: 80,272 shares; 2019Q2: 71,501 shares; 2019Q3: 66,038 shares 66,038 $17.7M 0.12% -5,463 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 22,747 shares; 2018Q2: 22,747 shares; 2018Q3: 330,729 shares; 2018Q4: 371,405 shares; 2019Q1: 218,665 shares; 2019Q2: 223,187 shares; 2019Q3: 157,683 shares 157,683 $17.4M 0.12% -65,504 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 115,842 shares; 2018Q2: 115,842 shares; 2018Q3: 99,632 shares; 2018Q4: 104,692 shares; 2019Q1: 113,447 shares; 2019Q2: 121,226 shares; 2019Q3: 108,095 shares 108,095 $16.9M 0.12% -13,131 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 102,311 shares; 2018Q2: 102,311 shares; 2018Q3: 96,713 shares; 2018Q4: 99,527 shares; 2019Q1: 100,668 shares; 2019Q2: 95,902 shares; 2019Q3: 97,748 shares 97,748 $16.5M 0.11% +1,846 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 30,689 shares; 2018Q2: 30,689 shares; 2018Q3: 20,330 shares; 2018Q4: 115,794 shares; 2019Q1: 137,708 shares; 2019Q2: 155,693 shares; 2019Q3: 151,409 shares 151,409 $16.1M 0.11% -4,284 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 96,879 shares; 2018Q2: 96,879 shares; 2018Q3: 103,483 shares; 2018Q4: 106,548 shares; 2019Q1: 107,314 shares; 2019Q2: 110,990 shares; 2019Q3: 113,328 shares 113,328 $16.1M 0.11% +2,338 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 106,932 shares; 2018Q2: 106,932 shares; 2018Q3: 99,652 shares; 2018Q4: 120,499 shares; 2019Q1: 154,571 shares; 2019Q2: 187,615 shares; 2019Q3: 198,367 shares 198,367 $16.1M 0.11% +10,752 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; 2017Q4: restricted; 2018Q1: 334,064 shares; 2018Q2: 334,064 shares; 2018Q3: 362,235 shares; 2018Q4: 340,304 shares; 2019Q1: 253,396 shares; 2019Q2: 432,718 shares; 2019Q3: 503,977 shares 503,977 $16.1M 0.11% +71,259 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; 2017Q4: restricted; 2018Q1: 131,385 shares; 2018Q2: 131,385 shares; 2018Q3: 180,927 shares; 2018Q4: 227,926 shares; 2019Q1: 282,686 shares; 2019Q2: 256,185 shares; 2019Q3: 308,426 shares 308,426 $16M 0.11% +52,241 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 86,457 shares; 2018Q2: 86,457 shares; 2018Q3: 146,669 shares; 2018Q4: 145,287 shares; 2019Q1: 146,493 shares; 2019Q2: 288,181 shares; 2019Q3: 300,000 shares 300,000 $15.7M 0.11% +11,819 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 2,566 shares; 2018Q2: 2,566 shares; 2018Q3: 2,962 shares; 2018Q4: 5,557 shares; 2019Q1: 143,863 shares; 2019Q2: 171,277 shares; 2019Q3: 242,411 shares 242,411 $15.5M 0.11% +71,134 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; 2017Q4: restricted; 2018Q1: 69,001 shares; 2018Q2: 69,001 shares; 2018Q3: 78,814 shares; 2018Q4: 238,909 shares; 2019Q1: 256,406 shares; 2019Q2: 297,388 shares; 2019Q3: 278,841 shares 278,841 $15.5M 0.11% -18,547 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 420,894 shares; 2018Q2: 420,894 shares; 2018Q3: 345,151 shares; 2018Q4: 338,208 shares; 2019Q1: 409,036 shares; 2019Q2: 370,247 shares; 2019Q3: 462,431 shares 462,431 $15.2M 0.1% +92,184 Timeline 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; 2017Q4: restricted; 2018Q1: 8,113 shares; 2018Q2: 8,113 shares; 2018Q3: 47,058 shares; 2018Q4: 55,190 shares; 2019Q1: 366,842 shares; 2019Q2: 396,651 shares; 2019Q3: 435,094 shares 435,094 $15.2M 0.1% +38,443 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; 2017Q4: restricted; 2018Q1: 159,183 shares; 2018Q2: 159,183 shares; 2018Q3: 364,913 shares; 2018Q4: 405,375 shares; 2019Q1: 226,276 shares; 2019Q2: 354,925 shares; 2019Q3: 346,986 shares 346,986 $15M 0.1% -7,939 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; 2017Q4: restricted; 2018Q1: 94,368 shares; 2018Q2: 94,368 shares; 2018Q3: 104,573 shares; 2018Q4: 105,489 shares; 2019Q1: 99,390 shares; 2019Q2: 105,822 shares; 2019Q3: 112,115 shares 112,115 $14.9M 0.1% +6,293 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 157,601 shares; 2018Q2: 157,601 shares; 2018Q3: 130,741 shares; 2018Q4: 150,273 shares; 2019Q1: 160,874 shares; 2019Q2: 155,708 shares; 2019Q3: 137,891 shares 137,891 $14.7M 0.1% -17,817 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; 2017Q4: restricted; 2018Q1: 361,583 shares; 2018Q2: 361,583 shares; 2018Q3: 200,121 shares; 2018Q4: 234,010 shares; 2019Q1: 409,872 shares; 2019Q2: 451,383 shares; 2019Q3: 429,924 shares 429,924 $14.7M 0.1% -21,459 Timeline FS KKR CAPITAL CORP FS KKR CAPITAL CORP More: the full row for FS KKR CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 1,282,244 shares; 2018Q2: 1,282,244 shares; 2018Q3: 1,279,653 shares; 2018Q4: 3,023,819 shares; 2019Q1: 2,870,197 shares; 2019Q2: 2,858,349 shares; 2019Q3: 2,525,293 shares 2,525,293 $14.7M 0.1% -333,056 ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 518,646 shares; 2018Q2: 518,646 shares; 2018Q3: 707,657 shares; 2018Q4: 809,619 shares; 2019Q1: 773,718 shares; 2019Q2: 778,829 shares; 2019Q3: 1,012,186 shares 1,012,186 $14.3M 0.1% +233,357 MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 55,739 shares; 2018Q2: 55,739 shares; 2018Q3: 308,374 shares; 2018Q4: 315,546 shares; 2019Q1: 282,040 shares; 2019Q2: 246,413 shares; 2019Q3: 262,916 shares 262,916 $14.1M 0.1% +16,503 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 54,601 shares; 2018Q2: 54,601 shares; 2018Q3: 81,749 shares; 2018Q4: 56,300 shares; 2019Q1: 60,787 shares; 2019Q2: 60,356 shares; 2019Q3: 78,217 shares 78,217 $14.1M 0.1% +17,861 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; 2017Q4: restricted; 2018Q1: 153,373 shares; 2018Q2: 153,373 shares; 2018Q3: 152,423 shares; 2018Q4: 124,567 shares; 2019Q1: 108,913 shares; 2019Q2: 99,800 shares; 2019Q3: 102,470 shares 102,470 $14M 0.1% +2,670 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 69,377 shares; 2018Q2: 69,377 shares; 2018Q3: 75,521 shares; 2018Q4: 123,844 shares; 2019Q1: 121,763 shares; 2019Q2: 124,894 shares; 2019Q3: 133,316 shares 133,316 $13.7M 0.09% +8,422 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 37,653 shares; 2018Q2: 37,653 shares; 2018Q3: 46,116 shares; 2018Q4: 42,923 shares; 2019Q1: 48,728 shares; 2019Q2: 52,591 shares; 2019Q3: 49,401 shares 49,401 $13.6M 0.09% -3,190 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 204,355 shares; 2019Q1: 212,731 shares; 2019Q2: 195,518 shares; 2019Q3: 211,634 shares 211,634 $13.6M 0.09% +16,116 Timeline FPE 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; 2017Q4: restricted; 2018Q1: 478,779 shares; 2018Q2: 478,779 shares; 2018Q3: 488,741 shares; 2018Q4: 518,999 shares; 2019Q1: 561,670 shares; 2019Q2: 658,431 shares; 2019Q3: 667,543 shares 667,543 $13.2M 0.09% +9,112 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; 2017Q4: restricted; 2018Q1: 254,497 shares; 2018Q2: 254,497 shares; 2018Q3: 171,892 shares; 2018Q4: 175,565 shares; 2019Q1: 182,852 shares; 2019Q2: 180,519 shares; 2019Q3: 173,674 shares 173,674 $13.2M 0.09% -6,845 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 167,698 shares; 2018Q2: 167,698 shares; 2018Q3: 228,900 shares; 2018Q4: 258,649 shares; 2019Q1: 282,284 shares; 2019Q2: 245,861 shares; 2019Q3: 238,267 shares 238,267 $13.1M 0.09% -7,594 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 10,772 shares; 2018Q2: 10,772 shares; 2018Q3: 9,284 shares; 2018Q4: 9,237 shares; 2019Q1: 198,580 shares; 2019Q2: 266,960 shares; 2019Q3: 263,109 shares 263,109 $13M 0.09% -3,851 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 126,521 shares; 2018Q2: 126,521 shares; 2018Q3: 110,701 shares; 2018Q4: 127,547 shares; 2019Q1: 133,481 shares; 2019Q2: 129,005 shares; 2019Q3: 124,946 shares 124,946 $12.9M 0.09% -4,059 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; 2017Q4: restricted; 2018Q1: 47,145 shares; 2018Q2: 47,145 shares; 2018Q3: 53,262 shares; 2018Q4: 70,409 shares; 2019Q1: 87,179 shares; 2019Q2: 83,021 shares; 2019Q3: 79,511 shares 79,511 $12.8M 0.09% -3,510 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; 2017Q4: restricted; 2018Q1: 192,042 shares; 2018Q2: 192,042 shares; 2018Q3: 204,146 shares; 2018Q4: 225,066 shares; 2019Q1: 258,672 shares; 2019Q2: 246,506 shares; 2019Q3: 251,288 shares 251,288 $12.7M 0.09% +4,782 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 197,979 shares; 2018Q2: 197,979 shares; 2018Q3: 210,104 shares; 2018Q4: 214,397 shares; 2019Q1: 252,631 shares; 2019Q2: 212,430 shares; 2019Q3: 229,781 shares 229,781 $12.7M 0.09% +17,351 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 125,962 shares; 2018Q2: 125,962 shares; 2018Q3: 135,571 shares; 2018Q4: 175,235 shares; 2019Q1: 209,355 shares; 2019Q2: 169,665 shares; 2019Q3: 166,531 shares 166,531 $12.7M 0.09% -3,134 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 70,166 shares; 2018Q2: 70,166 shares; 2018Q3: 305,720 shares; 2018Q4: 470,485 shares; 2019Q1: 459,491 shares; 2019Q2: 260,445 shares; 2019Q3: 251,493 shares 251,493 $12.7M 0.09% -8,952 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 150,518 shares; 2018Q2: 150,518 shares; 2018Q3: 162,231 shares; 2018Q4: 124,202 shares; 2019Q1: 130,121 shares; 2019Q2: 117,284 shares; 2019Q3: 180,996 shares 180,996 $12.7M 0.09% +63,712 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 179,814 shares; 2018Q2: 179,814 shares; 2018Q3: 176,506 shares; 2018Q4: 192,573 shares; 2019Q1: 197,791 shares; 2019Q2: 236,297 shares; 2019Q3: 230,036 shares 230,036 $12.7M 0.09% -6,261 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; 2017Q4: restricted; 2018Q1: 34,698 shares; 2018Q2: 34,698 shares; 2018Q3: 51,302 shares; 2018Q4: 73,103 shares; 2019Q1: 96,661 shares; 2019Q2: 133,281 shares; 2019Q3: 222,603 shares 222,603 $12.6M 0.09% +89,322 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; 2017Q4: restricted; 2018Q1: 197,683 shares; 2018Q2: 197,683 shares; 2018Q3: 253,644 shares; 2018Q4: 201,453 shares; 2019Q1: 159,569 shares; 2019Q2: 174,281 shares; 2019Q3: 208,705 shares 208,705 $12.5M 0.09% +34,424 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; 2017Q4: restricted; 2018Q1: 49,061 shares; 2018Q2: 49,061 shares; 2018Q3: 50,406 shares; 2018Q4: 60,587 shares; 2019Q1: 61,802 shares; 2019Q2: 63,411 shares; 2019Q3: 64,954 shares 64,954 $12.5M 0.09% +1,543 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; 2017Q4: restricted; 2018Q1: 155,724 shares; 2018Q2: 155,724 shares; 2018Q3: 251,834 shares; 2018Q4: 168,900 shares; 2019Q1: 153,300 shares; 2019Q2: 162,347 shares; 2019Q3: 210,888 shares 210,888 $12.5M 0.09% +48,541 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; 2017Q4: restricted; 2018Q1: 103,598 shares; 2018Q2: 103,598 shares; 2018Q3: 113,350 shares; 2018Q4: 123,982 shares; 2019Q1: 132,274 shares; 2019Q2: 148,246 shares; 2019Q3: 146,136 shares 146,136 $12.5M 0.09% -2,110 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 583,884 shares; 2018Q2: 583,884 shares; 2018Q3: 606,348 shares; 2018Q4: 587,317 shares; 2019Q1: 599,796 shares; 2019Q2: 569,943 shares; 2019Q3: 633,778 shares 633,778 $12.4M 0.09% +63,835 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 23,271 shares; 2018Q2: 23,271 shares; 2018Q3: 19,095 shares; 2018Q4: 18,244 shares; 2019Q1: 19,025 shares; 2019Q2: 33,088 shares; 2019Q3: 32,987 shares 32,987 $12.4M 0.09% -101 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 122,075 shares; 2018Q2: 122,075 shares; 2018Q3: 191,009 shares; 2018Q4: 154,719 shares; 2019Q1: 532,612 shares; 2019Q2: 435,660 shares; 2019Q3: 399,551 shares 399,551 $12.3M 0.08% -36,109 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 125,369 shares; 2018Q2: 125,369 shares; 2018Q3: 122,412 shares; 2018Q4: 110,402 shares; 2019Q1: 139,493 shares; 2019Q2: 155,660 shares; 2019Q3: 170,639 shares 170,639 $12.2M 0.08% +14,979 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 41,730 shares; 2018Q2: 41,730 shares; 2018Q3: 57,659 shares; 2018Q4: 60,261 shares; 2019Q1: 73,985 shares; 2019Q2: 80,357 shares; 2019Q3: 81,640 shares 81,640 $12.1M 0.08% +1,283 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 454,954 shares; 2018Q2: 454,954 shares; 2018Q3: 417,993 shares; 2018Q4: 393,344 shares; 2019Q1: 380,060 shares; 2019Q2: 384,475 shares; 2019Q3: 399,838 shares 399,838 $12.1M 0.08% +15,363 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; 2017Q4: restricted; 2018Q1: 22,618 shares; 2018Q2: 22,618 shares; 2018Q3: 64,394 shares; 2018Q4: 21,114 shares; 2019Q1: 38,420 shares; 2019Q2: 36,961 shares; 2019Q3: 38,201 shares 38,201 $12M 0.08% +1,240 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 75,960 shares; 2018Q2: 75,960 shares; 2018Q3: 80,387 shares; 2018Q4: 71,596 shares; 2019Q1: 69,442 shares; 2019Q2: 65,545 shares; 2019Q3: 119,520 shares 119,520 $11.9M 0.08% +53,975 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 1,499,037 shares; 2018Q2: 1,499,037 shares; 2018Q3: 1,606,039 shares; 2018Q4: 1,291,036 shares; 2019Q1: 1,535,774 shares; 2019Q2: 1,312,785 shares; 2019Q3: 1,327,509 shares 1,327,509 $11.9M 0.08% +14,724 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; 2017Q4: restricted; 2018Q1: 109,710 shares; 2018Q2: 109,710 shares; 2018Q3: 102,499 shares; 2018Q4: 113,356 shares; 2019Q1: 119,771 shares; 2019Q2: 126,368 shares; 2019Q3: 126,457 shares 126,457 $11.8M 0.08% +89 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 111,392 shares; 2018Q2: 111,392 shares; 2018Q3: 114,707 shares; 2018Q4: 127,701 shares; 2019Q1: 125,531 shares; 2019Q2: 150,053 shares; 2019Q3: 130,680 shares 130,680 $11.8M 0.08% -19,373 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 66,251 shares; 2018Q2: 66,251 shares; 2018Q3: 90,774 shares; 2018Q4: 117,462 shares; 2019Q1: 80,666 shares; 2019Q2: 124,635 shares; 2019Q3: 262,465 shares 262,465 $11.8M 0.08% +137,830 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 524,088 shares; 2019Q1: 444,115 shares; 2019Q2: 455,955 shares; 2019Q3: 360,105 shares 360,105 $11.8M 0.08% -95,850 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 112,089 shares; 2018Q2: 112,089 shares; 2018Q3: 129,283 shares; 2018Q4: 131,577 shares; 2019Q1: 142,221 shares; 2019Q2: 187,587 shares; 2019Q3: 241,621 shares 241,621 $11.7M 0.08% +54,034 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 3,432 shares; 2018Q2: 3,432 shares; 2018Q3: 131,799 shares; 2018Q4: 66,866 shares; 2019Q1: 122,921 shares; 2019Q2: 212,553 shares; 2019Q3: 220,002 shares 220,002 $11.6M 0.08% +7,449 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; 2017Q4: restricted; 2018Q1: 138,957 shares; 2018Q2: 138,957 shares; 2018Q3: 185,924 shares; 2018Q4: 247,422 shares; 2019Q1: 288,718 shares; 2019Q2: 309,789 shares; 2019Q3: 374,056 shares 374,056 $11.6M 0.08% +64,267 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; 2017Q4: restricted; 2018Q1: 364,834 shares; 2018Q2: 364,834 shares; 2018Q3: 462,229 shares; 2018Q4: 205,464 shares; 2019Q1: 390,787 shares; 2019Q2: 451,054 shares; 2019Q3: 427,857 shares 427,857 $11.6M 0.08% -23,197 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 116,104 shares; 2018Q2: 116,104 shares; 2018Q3: 112,845 shares; 2018Q4: 437,517 shares; 2019Q1: 159,441 shares; 2019Q2: 155,645 shares; 2019Q3: 192,002 shares 192,002 $11.5M 0.08% +36,357 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; 2017Q4: restricted; 2018Q1: 77,110 shares; 2018Q2: 77,110 shares; 2018Q3: 78,757 shares; 2018Q4: 114,451 shares; 2019Q1: 112,735 shares; 2019Q2: 103,780 shares; 2019Q3: 104,871 shares 104,871 $11.5M 0.08% +1,091 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; 2017Q4: restricted; 2018Q1: 70,795 shares; 2018Q2: 70,795 shares; 2018Q3: 54,554 shares; 2018Q4: 47,580 shares; 2019Q1: 52,369 shares; 2019Q2: 51,644 shares; 2019Q3: 52,117 shares 52,117 $11.5M 0.08% +473 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 234,884 shares; 2019Q3: 304,846 shares 304,846 $11.5M 0.08% +69,962 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 41,528 shares; 2018Q2: 41,528 shares; 2018Q3: 42,215 shares; 2018Q4: 57,536 shares; 2019Q1: 137,723 shares; 2019Q2: 131,123 shares; 2019Q3: 122,138 shares 122,138 $11.4M 0.08% -8,985 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; 2017Q4: restricted; 2018Q1: 27,560 shares; 2018Q2: 27,560 shares; 2018Q3: 61,311 shares; 2018Q4: 77,810 shares; 2019Q1: 109,245 shares; 2019Q2: 169,014 shares; 2019Q3: 310,353 shares 310,353 $11.4M 0.08% +141,339 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; 2017Q4: restricted; 2018Q1: 83,473 shares; 2018Q2: 83,473 shares; 2018Q3: 84,342 shares; 2018Q4: 53,902 shares; 2019Q1: 99,027 shares; 2019Q2: 118,141 shares; 2019Q3: 128,591 shares 128,591 $11.3M 0.08% +10,450 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 106,353 shares; 2018Q2: 106,353 shares; 2018Q3: 84,549 shares; 2018Q4: 92,977 shares; 2019Q1: 106,862 shares; 2019Q2: 128,369 shares; 2019Q3: 139,451 shares 139,451 $11.2M 0.08% +11,082 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 114,826 shares; 2018Q2: 114,826 shares; 2018Q3: 106,846 shares; 2018Q4: 118,753 shares; 2019Q1: 150,358 shares; 2019Q2: 190,558 shares; 2019Q3: 192,792 shares 192,792 $11.1M 0.08% +2,234 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 70,010 shares; 2018Q2: 70,010 shares; 2018Q3: 75,526 shares; 2018Q4: 74,309 shares; 2019Q1: 81,654 shares; 2019Q2: 73,023 shares; 2019Q3: 73,059 shares 73,059 $11.1M 0.08% +36 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; 2017Q4: restricted; 2018Q1: 94,077 shares; 2018Q2: 94,077 shares; 2018Q3: 147,849 shares; 2018Q4: 706,251 shares; 2019Q1: 700,518 shares; 2019Q2: 808,885 shares; 2019Q3: 834,233 shares 834,233 $10.9M 0.08% +25,348 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; 2017Q4: restricted; 2018Q1: 219,334 shares; 2018Q2: 219,334 shares; 2018Q3: 203,774 shares; 2018Q4: 183,293 shares; 2019Q1: 202,139 shares; 2019Q2: 177,715 shares; 2019Q3: 170,883 shares 170,883 $10.8M 0.07% -6,832 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 127,913 shares; 2018Q2: 127,913 shares; 2018Q3: 143,844 shares; 2018Q4: 159,046 shares; 2019Q1: 163,411 shares; 2019Q2: 159,313 shares; 2019Q3: 154,900 shares 154,900 $10.7M 0.07% -4,413 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; 2017Q4: restricted; 2018Q1: 112,214 shares; 2018Q2: 112,214 shares; 2018Q3: 113,571 shares; 2018Q4: 142,838 shares; 2019Q1: 158,899 shares; 2019Q2: 150,842 shares; 2019Q3: 159,045 shares 159,045 $10.6M 0.07% +8,203 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 24,564 shares; 2018Q2: 24,564 shares; 2018Q3: 62,701 shares; 2018Q4: 48,756 shares; 2019Q1: 71,751 shares; 2019Q2: 89,651 shares; 2019Q3: 144,006 shares 144,006 $10.6M 0.07% +54,355 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 103,682 shares; 2018Q2: 103,682 shares; 2018Q3: 95,163 shares; 2018Q4: 106,572 shares; 2019Q1: 108,250 shares; 2019Q2: 111,426 shares; 2019Q3: 112,350 shares 112,350 $10.6M 0.07% +924 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 451,391 shares; 2018Q2: 451,391 shares; 2018Q3: 438,309 shares; 2018Q4: 494,731 shares; 2019Q1: 508,193 shares; 2019Q2: 504,981 shares; 2019Q3: 513,699 shares 513,699 $10.6M 0.07% +8,718 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 13,694 shares; 2018Q2: 13,694 shares; 2018Q3: 14,161 shares; 2018Q4: 21,237 shares; 2019Q1: 19,831 shares; 2019Q2: 19,315 shares; 2019Q3: 19,232 shares 19,232 $10.6M 0.07% -83 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 66,506 shares; 2018Q2: 66,506 shares; 2018Q3: 66,539 shares; 2018Q4: 70,986 shares; 2019Q1: 67,682 shares; 2019Q2: 67,713 shares; 2019Q3: 63,276 shares 63,276 $10.4M 0.07% -4,437 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 329,863 shares; 2018Q2: 329,863 shares; 2018Q3: 443,809 shares; 2018Q4: 445,008 shares; 2019Q1: 489,034 shares; 2019Q2: 736,567 shares; 2019Q3: 1,178,538 shares 1,178,538 $10.4M 0.07% +441,971 HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 14 shares; 2018Q2: 14 shares; 2018Q3: 71,813 shares; 2018Q4: 125,307 shares; 2019Q1: 145,503 shares; 2019Q2: 90,319 shares; 2019Q3: 204,289 shares 204,289 $10.2M 0.07% +113,970 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; 2017Q4: restricted; 2018Q1: 55,974 shares; 2018Q2: 55,974 shares; 2018Q3: 60,370 shares; 2018Q4: 64,907 shares; 2019Q1: 66,467 shares; 2019Q2: 68,243 shares; 2019Q3: 70,548 shares 70,548 $10.2M 0.07% +2,305 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 45,161 shares; 2018Q2: 45,161 shares; 2018Q3: 77,882 shares; 2018Q4: 91,674 shares; 2019Q1: 92,375 shares; 2019Q2: 101,198 shares; 2019Q3: 101,509 shares 101,509 $10.2M 0.07% +311 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 41,211 shares; 2018Q2: 41,211 shares; 2018Q3: 68,510 shares; 2018Q4: 91,558 shares; 2019Q1: 107,331 shares; 2019Q2: 121,721 shares; 2019Q3: 125,015 shares 125,015 $10.2M 0.07% +3,294 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 53,268 shares; 2018Q2: 53,268 shares; 2018Q3: 55,196 shares; 2018Q4: 64,452 shares; 2019Q1: 91,526 shares; 2019Q2: 61,498 shares; 2019Q3: 102,040 shares 102,040 $10.2M 0.07% +40,542 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 80,091 shares; 2018Q2: 80,091 shares; 2018Q3: 90,608 shares; 2018Q4: 125,597 shares; 2019Q1: 130,448 shares; 2019Q2: 132,801 shares; 2019Q3: 127,972 shares 127,972 $10.2M 0.07% -4,829 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 13,576 shares; 2018Q2: 13,576 shares; 2018Q3: 20,135 shares; 2018Q4: 100,335 shares; 2019Q1: 150,053 shares; 2019Q2: 155,899 shares; 2019Q3: 180,784 shares 180,784 $10.1M 0.07% +24,885 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 196,813 shares; 2018Q2: 196,813 shares; 2018Q3: 195,403 shares; 2018Q4: 189,650 shares; 2019Q1: 196,200 shares; 2019Q2: 200,864 shares; 2019Q3: 203,285 shares 203,285 $10.1M 0.07% +2,421 Timeline INVESCO BULLETSHARES 2021 H… INVESCO BULLETSHARES 2021 HIGH More: the full row for INVESCO BULLETSHARES 2021 HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 270,923 shares; 2018Q4: 312,020 shares; 2019Q1: 354,810 shares; 2019Q2: 395,829 shares; 2019Q3: 408,344 shares 408,344 $10.1M 0.07% +12,515 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; 2017Q4: restricted; 2018Q1: 310,909 shares; 2018Q2: 310,909 shares; 2018Q3: 306,656 shares; 2018Q4: 311,280 shares; 2019Q1: 295,112 shares; 2019Q2: 380,470 shares; 2019Q3: 336,562 shares 336,562 $9.96M 0.07% -43,908 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 331,901 shares; 2018Q2: 331,901 shares; 2018Q3: 69,771 shares; 2018Q4: 62,914 shares; 2019Q1: 70,573 shares; 2019Q2: 77,669 shares; 2019Q3: 91,352 shares 91,352 $9.95M 0.07% +13,683 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; 2017Q4: restricted; 2018Q1: 20,265 shares; 2018Q2: 20,265 shares; 2018Q3: 21,654 shares; 2018Q4: 27,746 shares; 2019Q1: 31,996 shares; 2019Q2: 32,390 shares; 2019Q3: 34,106 shares 34,106 $9.93M 0.07% +1,716 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 376,733 shares; 2018Q4: 405,584 shares; 2019Q1: 433,393 shares; 2019Q2: 448,093 shares; 2019Q3: 414,351 shares 414,351 $9.92M 0.07% -33,742 SPHD 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 215,189 shares; 2018Q4: 238,930 shares; 2019Q1: 361,348 shares; 2019Q2: 314,073 shares; 2019Q3: 229,658 shares 229,658 $9.79M 0.07% -84,415 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 70,966 shares; 2018Q2: 70,966 shares; 2018Q3: 76,018 shares; 2018Q4: 109,256 shares; 2019Q1: 108,677 shares; 2019Q2: 114,852 shares; 2019Q3: 118,198 shares 118,198 $9.78M 0.07% +3,346 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 1,048,103 shares; 2018Q4: 494,579 shares; 2019Q1: 604,776 shares; 2019Q2: 652,511 shares; 2019Q3: 649,886 shares 649,886 $9.76M 0.07% -2,625 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 51,845 shares; 2018Q2: 51,845 shares; 2018Q3: 41,768 shares; 2018Q4: 46,067 shares; 2019Q1: 45,253 shares; 2019Q2: 44,036 shares; 2019Q3: 47,505 shares 47,505 $9.7M 0.07% +3,469 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 26,254 shares; 2018Q2: 26,254 shares; 2018Q3: 143,843 shares; 2018Q4: 164,551 shares; 2019Q1: 188,863 shares; 2019Q2: 238,829 shares; 2019Q3: 260,283 shares 260,283 $9.67M 0.07% +21,454 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 32,655 shares; 2018Q2: 32,655 shares; 2018Q3: 35,914 shares; 2018Q4: 43,180 shares; 2019Q1: 44,559 shares; 2019Q2: 46,213 shares; 2019Q3: 44,348 shares 44,348 $9.59M 0.07% -1,865 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 14,244 shares; 2018Q2: 14,244 shares; 2018Q3: 8,985 shares; 2018Q4: 10,688 shares; 2019Q1: 246,615 shares; 2019Q2: 379,069 shares; 2019Q3: 272,587 shares 272,587 $9.55M 0.07% -106,482 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 386,192 shares; 2018Q2: 386,192 shares; 2018Q3: 363,917 shares; 2018Q4: 45,417 shares; 2019Q1: 49,023 shares; 2019Q2: 48,413 shares; 2019Q3: 49,358 shares 49,358 $9.51M 0.07% +945 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 23,237 shares; 2018Q2: 23,237 shares; 2018Q3: 23,717 shares; 2018Q4: 35,194 shares; 2019Q1: 35,561 shares; 2019Q2: 37,057 shares; 2019Q3: 37,598 shares 37,598 $9.51M 0.07% +541 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 946,075 shares; 2018Q2: 946,075 shares; 2018Q3: 881,569 shares; 2018Q4: 860,226 shares; 2019Q1: 899,725 shares; 2019Q2: 1,032,860 shares; 2019Q3: 1,037,100 shares 1,037,100 $9.5M 0.07% +4,240 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; 2017Q4: restricted; 2018Q1: 98,280 shares; 2018Q2: 98,280 shares; 2018Q3: 105,069 shares; 2018Q4: 120,695 shares; 2019Q1: 156,553 shares; 2019Q2: 157,518 shares; 2019Q3: 174,909 shares 174,909 $9.42M 0.06% +17,391 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 191,368 shares; 2019Q3: 171,461 shares 171,461 $9.25M 0.06% -19,907 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 10,472 shares; 2018Q2: 10,472 shares; 2018Q3: 23,424 shares; 2018Q4: 22,803 shares; 2019Q1: 43,074 shares; 2019Q2: 35,255 shares; 2019Q3: 43,479 shares 43,479 $9.21M 0.06% +8,224 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 16,358 shares; 2018Q2: 16,358 shares; 2018Q3: 29,302 shares; 2018Q4: 32,315 shares; 2019Q1: 41,455 shares; 2019Q2: 37,171 shares; 2019Q3: 44,424 shares 44,424 $9.21M 0.06% +7,253 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; 2017Q4: restricted; 2018Q1: 101,274 shares; 2018Q2: 101,274 shares; 2018Q3: 101,597 shares; 2018Q4: 101,158 shares; 2019Q1: 98,129 shares; 2019Q2: 91,645 shares; 2019Q3: 82,258 shares 82,258 $9.2M 0.06% -9,387 Timeline VGK 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; 2017Q4: restricted; 2018Q1: 247,623 shares; 2018Q2: 247,623 shares; 2018Q3: 178,778 shares; 2018Q4: 147,820 shares; 2019Q1: 135,982 shares; 2019Q2: 122,248 shares; 2019Q3: 171,150 shares 171,150 $9.18M 0.06% +48,902 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; 2017Q4: restricted; 2018Q1: 223,197 shares; 2018Q2: 223,197 shares; 2018Q3: 224,742 shares; 2018Q4: 79,450 shares; 2019Q1: 139,863 shares; 2019Q2: 156,295 shares; 2019Q3: 143,476 shares 143,476 $9.15M 0.06% -12,819 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; 2017Q4: restricted; 2018Q1: 95,871 shares; 2018Q2: 95,871 shares; 2018Q3: 258,891 shares; 2018Q4: 149,449 shares; 2019Q1: 110,731 shares; 2019Q2: 234,362 shares; 2019Q3: 247,302 shares 247,302 $9.05M 0.06% +12,940 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 22,931 shares; 2018Q2: 22,931 shares; 2018Q3: 19,179 shares; 2018Q4: 4,047 shares; 2019Q1: 4,382 shares; 2019Q2: 20,619 shares; 2019Q3: 42,647 shares 42,647 $9.02M 0.06% +22,028 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; 2017Q4: restricted; 2018Q1: 60,250 shares; 2018Q2: 60,250 shares; 2018Q3: 170,474 shares; 2018Q4: 283,857 shares; 2019Q1: 173,433 shares; 2019Q2: 136,785 shares; 2019Q3: 211,988 shares 211,988 $9.01M 0.06% +75,203 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 184,243 shares 184,243 $9M 0.06% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 126,269 shares; 2018Q2: 126,269 shares; 2018Q3: 149,330 shares; 2018Q4: 155,309 shares; 2019Q1: 152,362 shares; 2019Q2: 148,924 shares; 2019Q3: 149,659 shares 149,659 $8.99M 0.06% +735 FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 61,049 shares; 2018Q2: 61,049 shares; 2018Q3: 63,896 shares; 2018Q4: 66,268 shares; 2019Q1: 69,764 shares; 2019Q2: 70,902 shares; 2019Q3: 86,699 shares 86,699 $8.98M 0.06% +15,797 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; 2017Q4: restricted; 2018Q1: 20,697 shares; 2018Q2: 20,697 shares; 2018Q3: 197,030 shares; 2018Q4: 251,329 shares; 2019Q1: 312,730 shares; 2019Q2: 304,519 shares; 2019Q3: 321,566 shares 321,566 $8.97M 0.06% +17,047 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 144,340 shares; 2018Q2: 144,340 shares; 2018Q3: 119,294 shares; 2018Q4: 117,655 shares; 2019Q1: 138,725 shares; 2019Q2: 138,328 shares; 2019Q3: 144,185 shares 144,185 $8.93M 0.06% +5,857 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 104,101 shares; 2018Q2: 104,101 shares; 2018Q3: 104,928 shares; 2018Q4: 103,653 shares; 2019Q1: 231,572 shares; 2019Q2: 229,587 shares; 2019Q3: 265,320 shares 265,320 $8.9M 0.06% +35,733 Timeline SECT 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; 2017Q4: restricted; 2018Q1: 11,700 shares; 2018Q2: 11,700 shares; 2018Q3: 118,506 shares; 2018Q4: 134,677 shares; 2019Q1: 256,772 shares; 2019Q2: 301,833 shares; 2019Q3: 301,512 shares 301,512 $8.77M 0.06% -321 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; 2017Q4: restricted; 2018Q1: 48,771 shares; 2018Q2: 48,771 shares; 2018Q3: 51,261 shares; 2018Q4: 68,173 shares; 2019Q1: 70,210 shares; 2019Q2: 67,961 shares; 2019Q3: 67,738 shares 67,738 $8.76M 0.06% -223 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 106,049 shares; 2018Q2: 106,049 shares; 2018Q3: 118,183 shares; 2018Q4: 176,533 shares; 2019Q1: 202,486 shares; 2019Q2: 233,907 shares; 2019Q3: 249,099 shares 249,099 $8.74M 0.06% +15,192 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; 2017Q4: restricted; 2018Q1: 264,699 shares; 2018Q2: 264,699 shares; 2018Q3: 252,312 shares; 2018Q4: 270,652 shares; 2019Q1: 307,826 shares; 2019Q2: 314,358 shares; 2019Q3: 305,488 shares 305,488 $8.73M 0.06% -8,870 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 48,368 shares; 2018Q2: 48,368 shares; 2018Q3: 48,688 shares; 2018Q4: 48,579 shares; 2019Q1: 53,524 shares; 2019Q2: 55,375 shares; 2019Q3: 59,118 shares 59,118 $8.72M 0.06% +3,743 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; 2017Q4: restricted; 2018Q1: 30,031 shares; 2018Q2: 30,031 shares; 2018Q3: 28,729 shares; 2018Q4: 40,460 shares; 2019Q1: 45,136 shares; 2019Q2: 46,856 shares; 2019Q3: 47,458 shares 47,458 $8.67M 0.06% +602 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 140,329 shares; 2018Q2: 140,329 shares; 2018Q3: 140,020 shares; 2018Q4: 148,825 shares; 2019Q1: 169,899 shares; 2019Q2: 155,246 shares; 2019Q3: 152,147 shares 152,147 $8.67M 0.06% -3,099 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 68,083 shares; 2018Q2: 68,083 shares; 2018Q3: 53,540 shares; 2018Q4: 54,807 shares; 2019Q1: 51,530 shares; 2019Q2: 49,459 shares; 2019Q3: 55,714 shares 55,714 $8.63M 0.06% +6,255 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 125,957 shares; 2018Q2: 125,957 shares; 2018Q3: 180,751 shares; 2018Q4: 181,908 shares; 2019Q1: 181,904 shares; 2019Q2: 179,244 shares; 2019Q3: 181,003 shares 181,003 $8.58M 0.06% +1,759 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; 2017Q4: restricted; 2018Q1: 159,066 shares; 2018Q2: 159,066 shares; 2018Q3: 145,705 shares; 2018Q4: 153,970 shares; 2019Q1: 160,216 shares; 2019Q2: 164,879 shares; 2019Q3: 175,003 shares 175,003 $8.57M 0.06% +10,124 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 29,645 shares; 2018Q2: 29,645 shares; 2018Q3: 37,520 shares; 2018Q4: 41,689 shares; 2019Q1: 40,849 shares; 2019Q2: 39,135 shares; 2019Q3: 39,311 shares 39,311 $8.56M 0.06% +176 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; 2017Q4: restricted; 2018Q1: 137,110 shares; 2018Q2: 137,110 shares; 2018Q3: 146,289 shares; 2018Q4: 130,872 shares; 2019Q1: 134,710 shares; 2019Q2: 162,131 shares; 2019Q3: 168,518 shares 168,518 $8.45M 0.06% +6,387 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 162,525 shares; 2018Q2: 162,525 shares; 2018Q3: 163,819 shares; 2018Q4: 175,619 shares; 2019Q1: 189,832 shares; 2019Q2: 200,042 shares; 2019Q3: 197,371 shares 197,371 $8.42M 0.06% -2,671 AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 82,078 shares; 2018Q2: 82,078 shares; 2018Q3: 164,159 shares; 2018Q4: 201,571 shares; 2019Q1: 240,275 shares; 2019Q2: 343,220 shares; 2019Q3: 517,497 shares 517,497 $8.33M 0.06% +174,277 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; 2017Q4: restricted; 2018Q1: 186,346 shares; 2018Q2: 186,346 shares; 2018Q3: 219,479 shares; 2018Q4: 312,208 shares; 2019Q1: 255,881 shares; 2019Q2: 263,460 shares; 2019Q3: 280,631 shares 280,631 $8.31M 0.06% +17,171 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 23,324 shares; 2018Q2: 23,324 shares; 2018Q3: 28,247 shares; 2018Q4: 26,228 shares; 2019Q1: 28,174 shares; 2019Q2: 36,550 shares; 2019Q3: 34,468 shares 34,468 $8.3M 0.06% -2,082 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 118,102 shares; 2018Q2: 118,102 shares; 2018Q3: 131,568 shares; 2018Q4: 135,167 shares; 2019Q1: 141,080 shares; 2019Q2: 149,450 shares; 2019Q3: 140,833 shares 140,833 $8.28M 0.06% -8,617 FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 202,321 shares; 2018Q2: 202,321 shares; 2018Q3: 233,082 shares; 2018Q4: 258,521 shares; 2019Q1: 291,332 shares; 2019Q2: 312,605 shares; 2019Q3: 313,055 shares 313,055 $8.27M 0.06% +450 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; 2017Q4: restricted; 2018Q1: 206,081 shares; 2018Q2: 206,081 shares; 2018Q3: 194,948 shares; 2018Q4: 311,184 shares; 2019Q1: 323,317 shares; 2019Q2: 271,216 shares; 2019Q3: 309,200 shares 309,200 $8.26M 0.06% +37,984 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 10,113 shares; 2018Q2: 10,113 shares; 2018Q3: 12,196 shares; 2018Q4: 28,539 shares; 2019Q1: 51,951 shares; 2019Q2: 59,158 shares; 2019Q3: 70,450 shares 70,450 $8.21M 0.06% +11,292 Timeline FPX 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; 2017Q4: restricted; 2018Q1: 78,169 shares; 2018Q2: 78,169 shares; 2018Q3: 97,626 shares; 2018Q4: 75,916 shares; 2019Q1: 71,251 shares; 2019Q2: 76,771 shares; 2019Q3: 108,229 shares 108,229 $8.21M 0.06% +31,458 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 130,498 shares; 2018Q2: 130,498 shares; 2018Q3: 134,926 shares; 2018Q4: 151,715 shares; 2019Q1: 175,175 shares; 2019Q2: 148,544 shares; 2019Q3: 148,247 shares 148,247 $8.2M 0.06% -297 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 265,470 shares; 2018Q4: 245,786 shares; 2019Q1: 234,871 shares; 2019Q2: 249,544 shares; 2019Q3: 242,890 shares 242,890 $8.15M 0.06% -6,654 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 8,684 shares; 2018Q2: 8,684 shares; 2018Q3: 10,376 shares; 2018Q4: 29,119 shares; 2019Q1: 12,069 shares; 2019Q2: 14,677 shares; 2019Q3: 121,765 shares 121,765 $8.12M 0.06% +107,088 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 748,117 shares; 2018Q2: 748,117 shares; 2018Q3: 141,175 shares; 2018Q4: 136,516 shares; 2019Q1: 138,161 shares; 2019Q2: 142,992 shares; 2019Q3: 141,507 shares 141,507 $8.1M 0.06% -1,485 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; 2017Q4: restricted; 2018Q1: 31,231 shares; 2018Q2: 31,231 shares; 2018Q3: 45,886 shares; 2018Q4: 87,180 shares; 2019Q1: 108,805 shares; 2019Q2: 148,439 shares; 2019Q3: 150,760 shares 150,760 $8.08M 0.06% +2,321 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 175,809 shares; 2018Q2: 175,809 shares; 2018Q3: 208,925 shares; 2018Q4: 74,290 shares; 2019Q1: 80,122 shares; 2019Q2: 64,857 shares; 2019Q3: 75,313 shares 75,313 $8.05M 0.06% +10,456 Timeline PNQI 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 59,231 shares; 2018Q4: 62,447 shares; 2019Q1: 61,927 shares; 2019Q2: 61,091 shares; 2019Q3: 61,513 shares 61,513 $8M 0.06% +422 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; 2017Q4: restricted; 2018Q1: 13,201 shares; 2018Q2: 13,201 shares; 2018Q3: 23,677 shares; 2018Q4: 26,997 shares; 2019Q1: 24,632 shares; 2019Q2: 64,124 shares; 2019Q3: 143,949 shares 143,949 $8M 0.06% +79,825 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 38,229 shares 38,229 $7.98M 0.06% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 45,195 shares; 2018Q2: 45,195 shares; 2018Q3: 43,411 shares; 2018Q4: 48,594 shares; 2019Q1: 46,653 shares; 2019Q2: 45,321 shares; 2019Q3: 54,711 shares 54,711 $7.96M 0.05% +9,390 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 28,302 shares; 2018Q2: 28,302 shares; 2018Q3: 26,530 shares; 2018Q4: 29,279 shares; 2019Q1: 31,854 shares; 2019Q2: 31,978 shares; 2019Q3: 35,885 shares 35,885 $7.89M 0.05% +3,907 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 60,904 shares; 2018Q2: 60,904 shares; 2018Q3: 21,658 shares; 2018Q4: 59,882 shares; 2019Q1: 27,548 shares; 2019Q2: 20,992 shares; 2019Q3: 184,902 shares 184,902 $7.79M 0.05% +163,910 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; 2017Q4: restricted; 2018Q1: 42,032 shares; 2018Q2: 42,032 shares; 2018Q3: 32,196 shares; 2018Q4: 47,986 shares; 2019Q1: 53,951 shares; 2019Q2: 53,111 shares; 2019Q3: 55,553 shares 55,553 $7.79M 0.05% +2,442 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; 2017Q4: restricted; 2018Q1: 64,064 shares; 2018Q2: 64,064 shares; 2018Q3: 62,692 shares; 2018Q4: 87,096 shares; 2019Q1: 82,100 shares; 2019Q2: 77,021 shares; 2019Q3: 80,966 shares 80,966 $7.7M 0.05% +3,945 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 135,552 shares; 2018Q2: 135,552 shares; 2018Q3: 161,479 shares; 2018Q4: 282,256 shares; 2019Q1: 290,942 shares; 2019Q2: 267,900 shares; 2019Q3: 240,943 shares 240,943 $7.69M 0.05% -26,957 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 507,967 shares; 2018Q2: 507,967 shares; 2018Q3: 571,577 shares; 2018Q4: 604,725 shares; 2019Q1: 609,081 shares; 2019Q2: 613,048 shares; 2019Q3: 586,961 shares 586,961 $7.67M 0.05% -26,087 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 548,497 shares; 2018Q2: 548,497 shares; 2018Q3: 301,795 shares; 2018Q4: 236,213 shares; 2019Q1: 244,403 shares; 2019Q2: 242,102 shares; 2019Q3: 247,004 shares 247,004 $7.67M 0.05% +4,902 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 29,412 shares; 2018Q2: 29,412 shares; 2018Q3: 31,527 shares; 2018Q4: 29,550 shares; 2019Q1: 32,430 shares; 2019Q2: 30,708 shares; 2019Q3: 31,085 shares 31,085 $7.62M 0.05% +377 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 101,480 shares; 2019Q3: 106,864 shares 106,864 $7.61M 0.05% +5,384 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 58,777 shares; 2018Q2: 58,777 shares; 2018Q3: 55,015 shares; 2018Q4: 56,573 shares; 2019Q1: 57,576 shares; 2019Q2: 59,462 shares; 2019Q3: 73,590 shares 73,590 $7.59M 0.05% +14,128 Timeline PIMCO DYNAMIC CR INCOME FD PIMCO DYNAMIC CR INCOME FD More: the full row for PIMCO DYNAMIC CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 188,479 shares; 2018Q2: 188,479 shares; 2018Q3: 228,859 shares; 2018Q4: 269,488 shares; 2019Q1: 312,754 shares; 2019Q2: 468,931 shares; 2019Q3: 307,948 shares 307,948 $7.54M 0.05% -160,983 FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 490 shares; 2018Q2: 490 shares; 2018Q3: 1,497 shares; 2018Q4: 5,596 shares; 2019Q1: 5,225 shares; 2019Q2: 341,910 shares; 2019Q3: 373,134 shares 373,134 $7.53M 0.05% +31,224 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 12,705 shares; 2018Q2: 12,705 shares; 2018Q3: 20,556 shares; 2018Q4: 24,324 shares; 2019Q1: 20,467 shares; 2019Q2: 22,693 shares; 2019Q3: 24,147 shares 24,147 $7.52M 0.05% +1,454 Timeline DALI 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 134,524 shares; 2018Q4: 167,182 shares; 2019Q1: 271,402 shares; 2019Q2: 339,142 shares; 2019Q3: 377,509 shares 377,509 $7.51M 0.05% +38,367 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 34,320 shares; 2018Q2: 34,320 shares; 2018Q3: 36,032 shares; 2018Q4: 147,406 shares; 2019Q1: 135,409 shares; 2019Q2: 135,222 shares; 2019Q3: 134,178 shares 134,178 $7.51M 0.05% -1,044 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 61,541 shares; 2018Q2: 61,541 shares; 2018Q3: 102,346 shares; 2018Q4: 49,694 shares; 2019Q1: 54,855 shares; 2019Q2: 47,775 shares; 2019Q3: 301,493 shares 301,493 $7.5M 0.05% +253,718 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; 2017Q4: restricted; 2018Q1: 8,597 shares; 2018Q2: 8,597 shares; 2018Q3: 10,533 shares; 2018Q4: 11,746 shares; 2019Q1: 10,728 shares; 2019Q2: 13,291 shares; 2019Q3: 13,829 shares 13,829 $7.46M 0.05% +538 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; 2017Q4: restricted; 2018Q1: 61,810 shares; 2018Q2: 61,810 shares; 2018Q3: 76,283 shares; 2018Q4: 76,959 shares; 2019Q1: 106,478 shares; 2019Q2: 96,423 shares; 2019Q3: 100,812 shares 100,812 $7.42M 0.05% +4,389 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 78,062 shares; 2018Q2: 78,062 shares; 2018Q3: 80,031 shares; 2018Q4: 144,278 shares; 2019Q1: 154,317 shares; 2019Q2: 153,307 shares; 2019Q3: 156,185 shares 156,185 $7.4M 0.05% +2,878 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 62,174 shares; 2018Q2: 62,174 shares; 2018Q3: 56,007 shares; 2018Q4: 57,774 shares; 2019Q1: 55,752 shares; 2019Q2: 59,661 shares; 2019Q3: 58,090 shares 58,090 $7.37M 0.05% -1,571 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 7,887 shares; 2018Q2: 7,887 shares; 2018Q3: 29,198 shares; 2018Q4: 160,048 shares; 2019Q1: 212,940 shares; 2019Q2: 192,508 shares; 2019Q3: 200,348 shares 200,348 $7.36M 0.05% +7,840 Timeline PWV 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 37,117 shares; 2018Q4: 191,679 shares; 2019Q1: 187,434 shares; 2019Q2: 191,098 shares; 2019Q3: 191,718 shares 191,718 $7.35M 0.05% +620 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 51,382 shares; 2018Q2: 51,382 shares; 2018Q3: 44,920 shares; 2018Q4: 47,238 shares; 2019Q1: 46,477 shares; 2019Q2: 45,069 shares; 2019Q3: 44,875 shares 44,875 $7.34M 0.05% -194 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 481,183 shares; 2018Q2: 481,183 shares; 2018Q3: 309,302 shares; 2018Q4: 152,035 shares; 2019Q1: 168,111 shares; 2019Q2: 200,252 shares; 2019Q3: 180,474 shares 180,474 $7.34M 0.05% -19,778 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 10,982 shares; 2018Q2: 10,982 shares; 2018Q3: 7,234 shares; 2018Q4: 11,154 shares; 2019Q1: 11,269 shares; 2019Q2: 7,671 shares; 2019Q3: 125,297 shares 125,297 $7.31M 0.05% +117,626 Timeline AMERICAN FINANCE TRUST INC AMERICAN FINANCE TRUST INC More: the full row for AMERICAN FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 394,402 shares; 2018Q4: 592,790 shares; 2019Q1: 500,530 shares; 2019Q2: 525,753 shares; 2019Q3: 521,684 shares 521,684 $7.28M 0.05% -4,069 FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 119,313 shares; 2018Q2: 119,313 shares; 2018Q3: 102,058 shares; 2018Q4: 72,686 shares; 2019Q1: 142,893 shares; 2019Q2: 95,667 shares; 2019Q3: 111,040 shares 111,040 $7.23M 0.05% +15,373 Timeline HEALTHCARE HEALTHCARE More: the full row for HEALTHCARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 308,812 shares; 2018Q2: 308,812 shares; 2018Q3: 248,436 shares; 2018Q4: 237,127 shares; 2019Q1: 245,017 shares; 2019Q2: 236,114 shares; 2019Q3: 245,039 shares 245,039 $7.2M 0.05% +8,925 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 44,099 shares; 2018Q2: 44,099 shares; 2018Q3: 49,105 shares; 2018Q4: 60,274 shares; 2019Q1: 60,335 shares; 2019Q2: 58,629 shares; 2019Q3: 57,741 shares 57,741 $7.19M 0.05% -888 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 26,709 shares; 2018Q2: 26,709 shares; 2018Q3: 26,706 shares; 2018Q4: 47,087 shares; 2019Q1: 50,092 shares; 2019Q2: 45,035 shares; 2019Q3: 45,877 shares 45,877 $7.18M 0.05% +842 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 44,832 shares; 2018Q2: 44,832 shares; 2018Q3: 44,957 shares; 2018Q4: 26,739 shares; 2019Q1: 40,469 shares; 2019Q2: 32,003 shares; 2019Q3: 49,062 shares 49,062 $7.17M 0.05% +17,059 Timeline VRP 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 263,620 shares; 2018Q4: 270,019 shares; 2019Q1: 321,642 shares; 2019Q2: 343,566 shares; 2019Q3: 281,280 shares 281,280 $7.15M 0.05% -62,286 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 16,798 shares; 2018Q4: 20,067 shares; 2019Q1: 22,270 shares; 2019Q2: 23,066 shares; 2019Q3: 25,606 shares 25,606 $7.07M 0.05% +2,540 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; 2017Q4: restricted; 2018Q1: 10,392 shares; 2018Q2: 10,392 shares; 2018Q3: 9,992 shares; 2018Q4: 17,636 shares; 2019Q1: 24,904 shares; 2019Q2: 32,896 shares; 2019Q3: 33,411 shares 33,411 $7.06M 0.05% +515 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 104,651 shares; 2018Q2: 104,651 shares; 2018Q3: 111,108 shares; 2018Q4: 130,027 shares; 2019Q1: 116,281 shares; 2019Q2: 137,150 shares; 2019Q3: 120,626 shares 120,626 $6.97M 0.05% -16,524 Timeline FLDR 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 510 shares; 2018Q4: 810 shares; 2019Q1: 810 shares; 2019Q2: 3,542 shares; 2019Q3: 137,311 shares 137,311 $6.96M 0.05% +133,769 Timeline FQF TR FQF TR More: the full row for FQF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 1,009 shares; 2019Q1: 2,974 shares; 2019Q2: 170,651 shares; 2019Q3: 293,407 shares 293,407 $6.95M 0.05% +122,756 EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 23,578 shares; 2018Q2: 23,578 shares; 2018Q3: 15,772 shares; 2018Q4: 18,286 shares; 2019Q1: 38,902 shares; 2019Q2: 55,868 shares; 2019Q3: 312,026 shares 312,026 $6.94M 0.05% +256,158 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 207,774 shares; 2018Q4: 303,866 shares; 2019Q1: 289,354 shares; 2019Q2: 303,084 shares; 2019Q3: 307,315 shares 307,315 $6.92M 0.05% +4,231 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 38,151 shares; 2018Q2: 38,151 shares; 2018Q3: 39,857 shares; 2018Q4: 53,538 shares; 2019Q1: 42,537 shares; 2019Q2: 43,348 shares; 2019Q3: 38,225 shares 38,225 $6.87M 0.05% -5,123 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; 2017Q4: restricted; 2018Q1: 43,901 shares; 2018Q2: 43,901 shares; 2018Q3: 49,877 shares; 2018Q4: 61,327 shares; 2019Q1: 59,710 shares; 2019Q2: 57,962 shares; 2019Q3: 57,731 shares 57,731 $6.83M 0.05% -231 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 7,910 shares; 2018Q2: 7,910 shares; 2018Q3: 8,277 shares; 2018Q4: 40,005 shares; 2019Q1: 40,611 shares; 2019Q2: 42,178 shares; 2019Q3: 42,396 shares 42,396 $6.83M 0.05% +218 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 17,364 shares; 2018Q2: 17,364 shares; 2018Q3: 11,502 shares; 2018Q4: 13,719 shares; 2019Q1: 14,962 shares; 2019Q2: 16,181 shares; 2019Q3: 15,197 shares 15,197 $6.77M 0.05% -984 PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 75,738 shares; 2018Q2: 75,738 shares; 2018Q3: 110,267 shares; 2018Q4: 156,484 shares; 2019Q1: 175,551 shares; 2019Q2: 212,020 shares; 2019Q3: 231,591 shares 231,591 $6.76M 0.05% +19,571 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 176,648 shares; 2018Q2: 176,648 shares; 2018Q3: 36,635 shares; 2018Q4: 36,528 shares; 2019Q1: 37,268 shares; 2019Q2: 114,025 shares; 2019Q3: 51,005 shares 51,005 $6.71M 0.05% -63,020 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 38,395 shares; 2018Q2: 38,395 shares; 2018Q3: 44,875 shares; 2018Q4: 47,371 shares; 2019Q1: 48,209 shares; 2019Q2: 52,140 shares; 2019Q3: 55,712 shares 55,712 $6.65M 0.05% +3,572 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 117,472 shares; 2018Q2: 117,472 shares; 2018Q3: 129,156 shares; 2018Q4: 120,354 shares; 2019Q1: 103,672 shares; 2019Q2: 94,356 shares; 2019Q3: 90,150 shares 90,150 $6.58M 0.05% -4,206 Timeline RSPT 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 27,710 shares; 2018Q4: 29,597 shares; 2019Q1: 29,430 shares; 2019Q2: 22,982 shares; 2019Q3: 36,728 shares 36,728 $6.57M 0.05% +13,746 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 64,345 shares; 2018Q2: 64,345 shares; 2018Q3: 56,917 shares; 2018Q4: 56,670 shares; 2019Q1: 61,089 shares; 2019Q2: 53,921 shares; 2019Q3: 52,679 shares 52,679 $6.55M 0.05% -1,242 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 84,665 shares; 2018Q2: 84,665 shares; 2018Q3: 183,812 shares; 2018Q4: 184,050 shares; 2019Q1: 186,623 shares; 2019Q2: 205,003 shares; 2019Q3: 212,820 shares 212,820 $6.55M 0.05% +7,817 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; 2017Q4: restricted; 2018Q1: 30,316 shares; 2018Q2: 30,316 shares; 2018Q3: 146,909 shares; 2018Q4: 187,709 shares; 2019Q1: 182,946 shares; 2019Q2: 300,001 shares; 2019Q3: 183,246 shares 183,246 $6.46M 0.04% -116,755 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 249,431 shares; 2018Q2: 249,431 shares; 2018Q3: 241,536 shares; 2018Q4: 237,899 shares; 2019Q1: 291,125 shares; 2019Q2: 243,007 shares; 2019Q3: 250,624 shares 250,624 $6.46M 0.04% +7,617 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; 2017Q4: restricted; 2018Q1: 118,870 shares; 2018Q2: 118,870 shares; 2018Q3: 175,299 shares; 2018Q4: 185,403 shares; 2019Q1: 212,291 shares; 2019Q2: 265,113 shares; 2019Q3: 219,464 shares 219,464 $6.44M 0.04% -45,649 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; 2017Q4: restricted; 2018Q1: 10,857 shares; 2018Q2: 10,857 shares; 2018Q3: 10,941 shares; 2018Q4: 20,780 shares; 2019Q1: 23,349 shares; 2019Q2: 28,007 shares; 2019Q3: 28,936 shares 28,936 $6.42M 0.04% +929 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 122,198 shares; 2018Q2: 122,198 shares; 2018Q3: 136,778 shares; 2018Q4: 139,668 shares; 2019Q1: 141,148 shares; 2019Q2: 143,470 shares; 2019Q3: 140,239 shares 140,239 $6.41M 0.04% -3,231 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 29,239 shares; 2018Q2: 29,239 shares; 2018Q3: 28,151 shares; 2018Q4: 36,150 shares; 2019Q1: 33,795 shares; 2019Q2: 32,449 shares; 2019Q3: 40,304 shares 40,304 $6.41M 0.04% +7,855 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 55,740 shares; 2018Q2: 55,740 shares; 2018Q3: 64,427 shares; 2018Q4: 105,637 shares; 2019Q1: 234,448 shares; 2019Q2: 285,725 shares; 2019Q3: 327,859 shares 327,859 $6.34M 0.04% +42,134 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 13,624 shares; 2018Q2: 13,624 shares; 2018Q3: 14,875 shares; 2018Q4: 14,637 shares; 2019Q1: 14,745 shares; 2019Q2: 120,957 shares; 2019Q3: 123,693 shares 123,693 $6.33M 0.04% +2,736 Timeline SEATTLE GENETICS INC SEATTLE GENETICS INC More: the full row for SEATTLE GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 3,995 shares; 2018Q2: 3,995 shares; 2018Q3: 3,306 shares; 2018Q4: 5,308 shares; 2019Q1: 7,748 shares; 2019Q2: 10,291 shares; 2019Q3: 73,977 shares 73,977 $6.32M 0.04% +63,686 CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 39,736 shares; 2018Q2: 39,736 shares; 2018Q3: 24,105 shares; 2018Q4: 31,358 shares; 2019Q1: 38,632 shares; 2019Q2: 49,063 shares; 2019Q3: 45,445 shares 45,445 $6.32M 0.04% -3,618 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 39,124 shares; 2018Q2: 39,124 shares; 2018Q3: 47,566 shares; 2018Q4: 48,737 shares; 2019Q1: 50,509 shares; 2019Q2: 50,853 shares; 2019Q3: 55,552 shares 55,552 $6.3M 0.04% +4,699 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; 2017Q4: restricted; 2018Q1: 12,814 shares; 2018Q2: 12,814 shares; 2018Q3: 138,001 shares; 2018Q4: 137,456 shares; 2019Q1: 131,688 shares; 2019Q2: 109,968 shares; 2019Q3: 105,301 shares 105,301 $6.28M 0.04% -4,667 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 246,289 shares; 2018Q2: 246,289 shares; 2018Q3: 199,233 shares; 2018Q4: 135,574 shares; 2019Q1: 175,874 shares; 2019Q2: 207,323 shares; 2019Q3: 344,916 shares 344,916 $6.26M 0.04% +137,593 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 46,932 shares; 2018Q2: 46,932 shares; 2018Q3: 53,376 shares; 2018Q4: 71,433 shares; 2019Q1: 68,281 shares; 2019Q2: 67,622 shares; 2019Q3: 72,719 shares 72,719 $6.21M 0.04% +5,097 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 13,311 shares; 2019Q1: 29,542 shares; 2019Q2: 27,036 shares; 2019Q3: 31,848 shares 31,848 $6.17M 0.04% +4,812 MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 176,047 shares; 2018Q2: 176,047 shares; 2018Q3: 161,902 shares; 2018Q4: 144,483 shares; 2019Q1: 144,391 shares; 2019Q2: 134,757 shares; 2019Q3: 140,442 shares 140,442 $6.07M 0.04% +5,685 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 91,711 shares; 2018Q2: 91,711 shares; 2018Q3: 93,348 shares; 2018Q4: 98,812 shares; 2019Q1: 106,113 shares; 2019Q2: 106,592 shares; 2019Q3: 107,922 shares 107,922 $6.06M 0.04% +1,330 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; 2017Q4: restricted; 2018Q1: 30,270 shares; 2018Q2: 30,270 shares; 2018Q3: 37,595 shares; 2018Q4: 58,602 shares; 2019Q1: 57,268 shares; 2019Q2: 56,341 shares; 2019Q3: 54,239 shares 54,239 $6.06M 0.04% -2,102 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 39,556 shares; 2018Q2: 39,556 shares; 2018Q3: 146,656 shares; 2018Q4: 47,084 shares; 2019Q1: 43,292 shares; 2019Q2: 42,826 shares; 2019Q3: 33,836 shares 33,836 $6.04M 0.04% -8,990 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; 2017Q4: restricted; 2018Q1: 53,318 shares; 2018Q2: 53,318 shares; 2018Q3: 54,621 shares; 2018Q4: 64,416 shares; 2019Q1: 62,986 shares; 2019Q2: 65,192 shares; 2019Q3: 72,350 shares 72,350 $6.01M 0.04% +7,158 Timeline INVESCO BULLETSHARES 2019 H… INVESCO BULLETSHARES 2019 HIGH More: the full row for INVESCO BULLETSHARES 2019 HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 334,918 shares; 2018Q4: 346,176 shares; 2019Q1: 343,404 shares; 2019Q2: 303,334 shares; 2019Q3: 249,854 shares 249,854 $5.98M 0.04% -53,480 WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 87,492 shares; 2018Q2: 87,492 shares; 2018Q3: 86,498 shares; 2018Q4: 128,585 shares; 2019Q1: 118,847 shares; 2019Q2: 119,329 shares; 2019Q3: 107,678 shares 107,678 $5.96M 0.04% -11,651 CENTURYLINK INC CENTURYLINK INC More: the full row for CENTURYLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 190,711 shares; 2018Q2: 190,711 shares; 2018Q3: 195,996 shares; 2018Q4: 193,218 shares; 2019Q1: 421,408 shares; 2019Q2: 486,032 shares; 2019Q3: 476,990 shares 476,990 $5.95M 0.04% -9,042 MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 62,749 shares; 2018Q2: 62,749 shares; 2018Q3: 133,350 shares; 2018Q4: 148,672 shares; 2019Q1: 127,530 shares; 2019Q2: 105,214 shares; 2019Q3: 115,350 shares 115,350 $5.91M 0.04% +10,136 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 126,893 shares; 2019Q3: 123,813 shares 123,813 $5.9M 0.04% -3,080 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 191,370 shares; 2018Q2: 191,370 shares; 2018Q3: 152,626 shares; 2018Q4: 169,849 shares; 2019Q1: 187,910 shares; 2019Q2: 137,840 shares; 2019Q3: 121,997 shares 121,997 $5.89M 0.04% -15,843 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; 2017Q4: restricted; 2018Q1: 260,500 shares; 2018Q2: 260,500 shares; 2018Q3: 252,747 shares; 2018Q4: 300,097 shares; 2019Q1: 354,790 shares; 2019Q2: 386,770 shares; 2019Q3: 369,497 shares 369,497 $5.88M 0.04% -17,273 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 12,620 shares; 2018Q2: 12,620 shares; 2018Q3: 6,647 shares; 2018Q4: 7,841 shares; 2019Q1: 8,052 shares; 2019Q2: 139,896 shares; 2019Q3: 158,514 shares 158,514 $5.82M 0.04% +18,618 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 10,774 shares; 2018Q2: 10,774 shares; 2018Q3: 12,981 shares; 2018Q4: 27,611 shares; 2019Q1: 31,085 shares; 2019Q2: 35,555 shares; 2019Q3: 35,667 shares 35,667 $5.81M 0.04% +112 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 94,711 shares; 2018Q2: 94,711 shares; 2018Q3: 77,585 shares; 2018Q4: 91,695 shares; 2019Q1: 94,474 shares; 2019Q2: 96,304 shares; 2019Q3: 83,795 shares 83,795 $5.8M 0.04% -12,509 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 1,144 shares; 2018Q2: 1,144 shares; 2018Q3: 470 shares; 2018Q4: 22,481 shares; 2019Q1: 43,957 shares; 2019Q2: 56,673 shares; 2019Q3: 38,764 shares 38,764 $5.79M 0.04% -17,909 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 1,877 shares; 2018Q2: 1,877 shares; 2018Q3: 135,431 shares; 2018Q4: 157,031 shares; 2019Q1: 152,781 shares; 2019Q2: 158,987 shares; 2019Q3: 179,265 shares 179,265 $5.78M 0.04% +20,278 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 79,932 shares; 2018Q2: 79,932 shares; 2018Q3: 68,794 shares; 2018Q4: 72,525 shares; 2019Q1: 60,751 shares; 2019Q2: 58,125 shares; 2019Q3: 58,186 shares 58,186 $5.76M 0.04% +61 Timeline COLONY CR REAL ESTATE INC COLONY CR REAL ESTATE INC More: the full row for COLONY CR REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 394,709 shares; 2018Q4: 356,878 shares; 2019Q1: 429,860 shares; 2019Q2: 400,504 shares; 2019Q3: 398,532 shares 398,532 $5.76M 0.04% -1,972 TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 155,269 shares; 2018Q2: 155,269 shares; 2018Q3: 139,873 shares; 2018Q4: 151,491 shares; 2019Q1: 153,840 shares; 2019Q2: 130,623 shares; 2019Q3: 138,545 shares 138,545 $5.71M 0.04% +7,922 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; 2017Q4: restricted; 2018Q1: 79,698 shares; 2018Q2: 79,698 shares; 2018Q3: 84,438 shares; 2018Q4: 67,919 shares; 2019Q1: 88,653 shares; 2019Q2: 98,624 shares; 2019Q3: 95,791 shares 95,791 $5.69M 0.04% -2,833 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; 2017Q4: restricted; 2018Q1: 16,586 shares; 2018Q2: 16,586 shares; 2018Q3: 22,965 shares; 2018Q4: 30,167 shares; 2019Q1: 27,886 shares; 2019Q2: 25,302 shares; 2019Q3: 33,230 shares 33,230 $5.67M 0.04% +7,928 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 40,210 shares; 2018Q2: 40,210 shares; 2018Q3: 39,126 shares; 2018Q4: 46,870 shares; 2019Q1: 47,009 shares; 2019Q2: 45,917 shares; 2019Q3: 51,855 shares 51,855 $5.63M 0.04% +5,938 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 212,198 shares; 2018Q4: 221,567 shares; 2019Q1: 262,561 shares; 2019Q2: 304,972 shares; 2019Q3: 264,109 shares 264,109 $5.62M 0.04% -40,863 MDIV 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; 2017Q4: restricted; 2018Q1: 291,109 shares; 2018Q2: 291,109 shares; 2018Q3: 280,374 shares; 2018Q4: 302,076 shares; 2019Q1: 311,404 shares; 2019Q2: 304,117 shares; 2019Q3: 304,565 shares 304,565 $5.61M 0.04% +448 Timeline ALLIANZGI CONV INCOME FD II ALLIANZGI CONV INCOME FD II More: the full row for ALLIANZGI CONV INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 499,960 shares; 2018Q2: 499,960 shares; 2018Q3: 503,708 shares; 2018Q4: 548,690 shares; 2019Q1: 570,732 shares; 2019Q2: 807,179 shares; 2019Q3: 1,113,764 shares 1,113,764 $5.6M 0.04% +306,585 FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 19,092 shares; 2018Q2: 19,092 shares; 2018Q3: 24,630 shares; 2018Q4: 28,768 shares; 2019Q1: 48,732 shares; 2019Q2: 52,660 shares; 2019Q3: 45,093 shares 45,093 $5.58M 0.04% -7,567 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 13,667 shares; 2018Q2: 13,667 shares; 2018Q3: 13,050 shares; 2018Q4: 14,664 shares; 2019Q1: 14,869 shares; 2019Q2: 14,860 shares; 2019Q3: 15,616 shares 15,616 $5.57M 0.04% +756 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 20,002 shares; 2018Q2: 20,002 shares; 2018Q3: 19,890 shares; 2018Q4: 31,561 shares; 2019Q1: 35,990 shares; 2019Q2: 32,263 shares; 2019Q3: 34,368 shares 34,368 $5.55M 0.04% +2,105 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 48,560 shares; 2018Q2: 48,560 shares; 2018Q3: 56,371 shares; 2018Q4: 70,745 shares; 2019Q1: 70,393 shares; 2019Q2: 70,727 shares; 2019Q3: 104,883 shares 104,883 $5.52M 0.04% +34,156 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 123,710 shares; 2018Q2: 123,710 shares; 2018Q3: 106,576 shares; 2018Q4: 86,856 shares; 2019Q1: 93,735 shares; 2019Q2: 76,148 shares; 2019Q3: 73,582 shares 73,582 $5.51M 0.04% -2,566 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; 2017Q4: restricted; 2018Q1: 79,549 shares; 2018Q2: 79,549 shares; 2018Q3: 64,990 shares; 2018Q4: 74,344 shares; 2019Q1: 84,933 shares; 2019Q2: 82,903 shares; 2019Q3: 95,493 shares 95,493 $5.5M 0.04% +12,590 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 17,452 shares; 2018Q2: 17,452 shares; 2018Q3: 109,820 shares; 2018Q4: 60,369 shares; 2019Q1: 105,274 shares; 2019Q2: 119,228 shares; 2019Q3: 136,290 shares 136,290 $5.46M 0.04% +17,062 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 33,476 shares; 2018Q2: 33,476 shares; 2018Q3: 42,390 shares; 2018Q4: 43,090 shares; 2019Q1: 70,919 shares; 2019Q2: 72,262 shares; 2019Q3: 53,584 shares 53,584 $5.46M 0.04% -18,678 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 76,882 shares; 2018Q2: 76,882 shares; 2018Q3: 91,711 shares; 2018Q4: 108,652 shares; 2019Q1: 115,342 shares; 2019Q2: 142,715 shares; 2019Q3: 116,913 shares 116,913 $5.43M 0.04% -25,802 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 33,122 shares; 2018Q2: 33,122 shares; 2018Q3: 36,926 shares; 2018Q4: 33,139 shares; 2019Q1: 51,921 shares; 2019Q2: 58,084 shares; 2019Q3: 59,805 shares 59,805 $5.38M 0.04% +1,721 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 79,278 shares; 2018Q2: 79,278 shares; 2018Q3: 77,854 shares; 2018Q4: 105,148 shares; 2019Q1: 106,165 shares; 2019Q2: 68,080 shares; 2019Q3: 61,465 shares 61,465 $5.34M 0.04% -6,615 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 3,249 shares; 2019Q1: 3,922 shares; 2019Q2: 40,355 shares; 2019Q3: 104,335 shares 104,335 $5.34M 0.04% +63,980 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 63,659 shares; 2018Q2: 63,659 shares; 2018Q3: 99,250 shares; 2018Q4: 115,075 shares; 2019Q1: 133,386 shares; 2019Q2: 126,460 shares; 2019Q3: 127,543 shares 127,543 $5.33M 0.04% +1,083 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 45,380 shares; 2018Q2: 45,380 shares; 2018Q3: 48,605 shares; 2018Q4: 93,905 shares; 2019Q1: 95,424 shares; 2019Q2: 97,992 shares; 2019Q3: 101,769 shares 101,769 $5.33M 0.04% +3,777 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 33,396 shares; 2018Q4: 26,263 shares; 2019Q1: 244,856 shares; 2019Q2: 95,924 shares; 2019Q3: 107,159 shares 107,159 $5.31M 0.04% +11,235 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; 2017Q4: restricted; 2018Q1: 107,105 shares; 2018Q2: 107,105 shares; 2018Q3: 112,733 shares; 2018Q4: 158,140 shares; 2019Q1: 171,728 shares; 2019Q2: 138,011 shares; 2019Q3: 134,132 shares 134,132 $5.3M 0.04% -3,879 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; 2017Q4: restricted; 2018Q1: 111,520 shares; 2018Q2: 111,520 shares; 2018Q3: 148,465 shares; 2018Q4: 159,286 shares; 2019Q1: 154,408 shares; 2019Q2: 120,844 shares; 2019Q3: 123,614 shares 123,614 $5.3M 0.04% +2,770 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 28,418 shares; 2018Q4: 54,079 shares; 2019Q1: 74,827 shares; 2019Q2: 96,757 shares; 2019Q3: 154,949 shares 154,949 $5.29M 0.04% +58,192 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 45,612 shares; 2018Q2: 45,612 shares; 2018Q3: 53,669 shares; 2018Q4: 55,807 shares; 2019Q1: 57,085 shares; 2019Q2: 79,328 shares; 2019Q3: 183,850 shares 183,850 $5.24M 0.04% +104,522 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; 2017Q4: restricted; 2018Q1: 121,816 shares; 2018Q2: 121,816 shares; 2018Q3: 79,894 shares; 2018Q4: 89,868 shares; 2019Q1: 91,259 shares; 2019Q2: 100,352 shares; 2019Q3: 104,308 shares 104,308 $5.21M 0.04% +3,956 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 85,465 shares; 2018Q2: 85,465 shares; 2018Q3: 106,362 shares; 2018Q4: 139,622 shares; 2019Q1: 133,669 shares; 2019Q2: 137,942 shares; 2019Q3: 144,976 shares 144,976 $5.2M 0.04% +7,034 Timeline INVESCO BULLETSHARES 2020 C… INVESCO BULLETSHARES 2020 CORP More: the full row for INVESCO BULLETSHARES 2020 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 171,256 shares; 2018Q4: 201,238 shares; 2019Q1: 253,626 shares; 2019Q2: 270,856 shares; 2019Q3: 243,924 shares 243,924 $5.2M 0.04% -26,932 USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 9,492 shares; 2018Q2: 9,492 shares; 2018Q3: 27,012 shares; 2018Q4: 18,407 shares; 2019Q1: 76,557 shares; 2019Q2: 133,169 shares; 2019Q3: 93,419 shares 93,419 $5.19M 0.04% -39,750 Timeline IFV 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; 2017Q4: restricted; 2018Q1: 258,546 shares; 2018Q2: 258,546 shares; 2018Q3: 289,510 shares; 2018Q4: 278,924 shares; 2019Q1: 216,485 shares; 2019Q2: 298,881 shares; 2019Q3: 271,656 shares 271,656 $5.17M 0.04% -27,225 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 13,451 shares; 2018Q2: 13,451 shares; 2018Q3: 19,049 shares; 2018Q4: 26,205 shares; 2019Q1: 29,486 shares; 2019Q2: 33,234 shares; 2019Q3: 44,985 shares 44,985 $5.14M 0.04% +11,751 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; 2017Q4: restricted; 2018Q1: 24,827 shares; 2018Q2: 24,827 shares; 2018Q3: 23,436 shares; 2018Q4: 24,166 shares; 2019Q1: 24,099 shares; 2019Q2: 22,791 shares; 2019Q3: 33,972 shares 33,972 $5.14M 0.04% +11,181 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 674,429 shares; 2018Q2: 674,429 shares; 2018Q3: 104,804 shares; 2018Q4: 131,148 shares; 2019Q1: 268,300 shares; 2019Q2: 289,171 shares; 2019Q3: 350,242 shares 350,242 $5.13M 0.04% +61,071 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; 2017Q4: restricted; 2018Q1: 37,229 shares; 2018Q2: 37,229 shares; 2018Q3: 34,875 shares; 2018Q4: 44,114 shares; 2019Q1: 65,465 shares; 2019Q2: 65,735 shares; 2019Q3: 127,417 shares 127,417 $5.11M 0.04% +61,682 Timeline LADENBURG THALMANN FINANCIAL LADENBURG THALMANN FINANCIAL More: the full row for LADENBURG THALMANN FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 2,085,492 shares; 2018Q2: 2,085,492 shares; 2018Q3: 2,249,354 shares; 2018Q4: 2,708,024 shares; 2019Q1: 3,257,764 shares; 2019Q2: 2,326,995 shares; 2019Q3: 2,145,944 shares 2,145,944 $5.08M 0.04% -181,051 WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 150,495 shares; 2018Q2: 150,495 shares; 2018Q3: 144,775 shares; 2018Q4: 158,788 shares; 2019Q1: 174,864 shares; 2019Q2: 194,427 shares; 2019Q3: 183,543 shares 183,543 $5.08M 0.04% -10,884 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 73,174 shares; 2018Q2: 73,174 shares; 2018Q3: 75,000 shares; 2018Q4: 83,782 shares; 2019Q1: 80,539 shares; 2019Q2: 76,810 shares; 2019Q3: 78,268 shares 78,268 $5.08M 0.04% +1,458 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 138,897 shares; 2019Q1: 187,192 shares; 2019Q2: 228,357 shares; 2019Q3: 224,102 shares 224,102 $5.06M 0.03% -4,255 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 141,804 shares; 2018Q2: 141,804 shares; 2018Q3: 123,050 shares; 2018Q4: 174,119 shares; 2019Q1: 178,046 shares; 2019Q2: 178,995 shares; 2019Q3: 177,540 shares 177,540 $5.06M 0.03% -1,455 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 432,315 shares; 2018Q2: 432,315 shares; 2018Q3: 74,637 shares; 2018Q4: 93,017 shares; 2019Q1: 102,316 shares; 2019Q2: 133,921 shares; 2019Q3: 168,029 shares 168,029 $5.03M 0.03% +34,108 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; 2017Q4: restricted; 2018Q1: 70,476 shares; 2018Q2: 70,476 shares; 2018Q3: 157,920 shares; 2018Q4: 178,526 shares; 2019Q1: 126,141 shares; 2019Q2: 141,301 shares; 2019Q3: 166,926 shares 166,926 $5M 0.03% +25,625 Timeline FIRST TRUST ENERGY INCOME A… FIRST TRUST ENERGY INCOME AND More: the full row for FIRST TRUST ENERGY INCOME AND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 224,666 shares; 2018Q2: 224,666 shares; 2018Q3: 186,650 shares; 2018Q4: 146,711 shares; 2019Q1: 178,995 shares; 2019Q2: 196,455 shares; 2019Q3: 220,544 shares 220,544 $5M 0.03% +24,089 CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 60,897 shares; 2018Q2: 60,897 shares; 2018Q3: 56,556 shares; 2018Q4: 62,551 shares; 2019Q1: 60,959 shares; 2019Q2: 60,733 shares; 2019Q3: 66,199 shares 66,199 $4.98M 0.03% +5,466 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 118,846 shares; 2018Q2: 118,846 shares; 2018Q3: 102,872 shares; 2018Q4: 90,818 shares; 2019Q1: 93,030 shares; 2019Q2: 75,077 shares; 2019Q3: 87,492 shares 87,492 $4.97M 0.03% +12,415 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 1,076,257 shares; 2018Q2: 1,076,257 shares; 2018Q3: 1,290,939 shares; 2018Q4: 1,231,444 shares; 2019Q1: 148,536 shares; 2019Q2: 173,038 shares; 2019Q3: 169,283 shares 169,283 $4.96M 0.03% -3,755 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 39,967 shares; 2018Q2: 39,967 shares; 2018Q3: 38,212 shares; 2018Q4: 40,280 shares; 2019Q1: 40,823 shares; 2019Q2: 40,432 shares; 2019Q3: 42,458 shares 42,458 $4.95M 0.03% +2,026 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 84,452 shares; 2018Q2: 84,452 shares; 2018Q3: 89,623 shares; 2018Q4: 90,364 shares; 2019Q1: 95,168 shares; 2019Q2: 78,603 shares; 2019Q3: 93,526 shares 93,526 $4.95M 0.03% +14,923 FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 93,725 shares; 2018Q2: 93,725 shares; 2018Q3: 77,320 shares; 2018Q4: 78,853 shares; 2019Q1: 83,627 shares; 2019Q2: 92,803 shares; 2019Q3: 80,973 shares 80,973 $4.93M 0.03% -11,830 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 213,211 shares; 2018Q4: 190,077 shares; 2019Q1: 194,984 shares; 2019Q2: 182,350 shares; 2019Q3: 185,807 shares 185,807 $4.93M 0.03% +3,457 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 134,310 shares; 2018Q2: 134,310 shares; 2018Q3: 138,178 shares; 2018Q4: 139,017 shares; 2019Q1: 278,780 shares; 2019Q2: 268,898 shares; 2019Q3: 138,065 shares 138,065 $4.92M 0.03% -130,833 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 13,224 shares; 2018Q2: 13,224 shares; 2018Q3: 13,646 shares; 2018Q4: 20,295 shares; 2019Q1: 21,158 shares; 2019Q2: 20,208 shares; 2019Q3: 20,142 shares 20,142 $4.89M 0.03% -66 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 152,548 shares; 2018Q2: 152,548 shares; 2018Q3: 142,373 shares; 2018Q4: 117,856 shares; 2019Q1: 116,691 shares; 2019Q2: 109,687 shares; 2019Q3: 116,287 shares 116,287 $4.86M 0.03% +6,600 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 151,566 shares; 2018Q2: 151,566 shares; 2018Q3: 182,026 shares; 2018Q4: 188,122 shares; 2019Q1: 164,667 shares; 2019Q2: 175,754 shares; 2019Q3: 289,769 shares 289,769 $4.85M 0.03% +114,015 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 45,836 shares; 2018Q2: 45,836 shares; 2018Q3: 33,031 shares; 2018Q4: 21,268 shares; 2019Q1: 20,403 shares; 2019Q2: 21,232 shares; 2019Q3: 23,335 shares 23,335 $4.84M 0.03% +2,103 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 110,171 shares; 2018Q2: 110,171 shares; 2018Q3: 85,213 shares; 2018Q4: 105,457 shares; 2019Q1: 87,148 shares; 2019Q2: 97,242 shares; 2019Q3: 104,562 shares 104,562 $4.82M 0.03% +7,320 Timeline FIRST TR HIGH INCOME L/S FD FIRST TR HIGH INCOME L/S FD More: the full row for FIRST TR HIGH INCOME L/S FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 74,457 shares; 2018Q2: 74,457 shares; 2018Q3: 301,733 shares; 2018Q4: 303,390 shares; 2019Q1: 314,701 shares; 2019Q2: 315,475 shares; 2019Q3: 317,139 shares 317,139 $4.81M 0.03% +1,664 UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 102,286 shares; 2018Q2: 102,286 shares; 2018Q3: 135,385 shares; 2018Q4: 78,576 shares; 2019Q1: 109,494 shares; 2019Q2: 122,249 shares; 2019Q3: 130,342 shares 130,342 $4.79M 0.03% +8,093 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; 2017Q4: restricted; 2018Q1: 37,610 shares; 2018Q2: 37,610 shares; 2018Q3: 93,370 shares; 2018Q4: 89,914 shares; 2019Q1: 93,976 shares; 2019Q2: 124,433 shares; 2019Q3: 77,957 shares 77,957 $4.78M 0.03% -46,476 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; 2017Q4: restricted; 2018Q1: 41,254 shares; 2018Q2: 41,254 shares; 2018Q3: 42,179 shares; 2018Q4: 63,874 shares; 2019Q1: 53,196 shares; 2019Q2: 74,737 shares; 2019Q3: 78,587 shares 78,587 $4.78M 0.03% +3,850 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; 2017Q4: restricted; 2018Q1: 165,031 shares; 2018Q2: 165,031 shares; 2018Q3: 182,101 shares; 2018Q4: 202,847 shares; 2019Q1: 203,454 shares; 2019Q2: 144,185 shares; 2019Q3: 126,149 shares 126,149 $4.73M 0.03% -18,036 Timeline UCON 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; 2017Q4: restricted; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 24,173 shares; 2018Q4: 23,465 shares; 2019Q1: 27,228 shares; 2019Q2: 119,786 shares; 2019Q3: 183,350 shares 183,350 $4.73M 0.03% +63,564 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 285,021 shares; 2018Q2: 285,021 shares; 2018Q3: 248,181 shares; 2018Q4: 257,453 shares; 2019Q1: 263,233 shares; 2019Q2: 284,315 shares; 2019Q3: 332,807 shares 332,807 $4.71M 0.03% +48,492 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 57,460 shares; 2018Q2: 57,460 shares; 2018Q3: 51,731 shares; 2018Q4: 71,641 shares; 2019Q1: 69,349 shares; 2019Q2: 56,701 shares; 2019Q3: 53,792 shares 53,792 $4.71M 0.03% -2,909 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 30,537 shares; 2018Q2: 30,537 shares; 2018Q3: 37,065 shares; 2018Q4: 55,594 shares; 2019Q1: 59,208 shares; 2019Q2: 50,022 shares; 2019Q3: 52,866 shares 52,866 $4.7M 0.03% +2,844 Timeline INTERCEPT PHARMACEUTICALS IN INTERCEPT PHARMACEUTICALS IN More: the full row for INTERCEPT PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 16,422 shares; 2018Q2: 16,422 shares; 2018Q3: 7,599 shares; 2018Q4: 2,355 shares; 2019Q1: 2,958 shares; 2019Q2: 2,099 shares; 2019Q3: 70,222 shares 70,222 $4.66M 0.03% +68,123 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; 2017Q4: restricted; 2018Q1: 49,982 shares; 2018Q2: 49,982 shares; 2018Q3: 51,797 shares; 2018Q4: 37,226 shares; 2019Q1: 39,503 shares; 2019Q2: 35,110 shares; 2019Q3: 37,364 shares 37,364 $4.64M 0.03% +2,254 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 38,803 shares; 2018Q2: 38,803 shares; 2018Q3: 52,611 shares; 2018Q4: 68,155 shares; 2019Q1: 73,004 shares; 2019Q2: 66,559 shares; 2019Q3: 59,942 shares 59,942 $4.63M 0.03% -6,617 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 70,688 shares; 2018Q2: 70,688 shares; 2018Q3: 79,266 shares; 2018Q4: 73,672 shares; 2019Q1: 83,765 shares; 2019Q2: 100,213 shares; 2019Q3: 134,708 shares 134,708 $4.6M 0.03% +34,495 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 155,046 shares; 2018Q2: 155,046 shares; 2018Q3: 127,539 shares; 2018Q4: 134,544 shares; 2019Q1: 143,032 shares; 2019Q2: 162,672 shares; 2019Q3: 184,228 shares 184,228 $4.6M 0.03% +21,556 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 46,464 shares; 2018Q2: 46,464 shares; 2018Q3: 27,340 shares; 2018Q4: 28,791 shares; 2019Q1: 31,430 shares; 2019Q2: 30,322 shares; 2019Q3: 31,109 shares 31,109 $4.59M 0.03% +787 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; 2017Q4: restricted; 2018Q1: 30,084 shares; 2018Q2: 30,084 shares; 2018Q3: 32,208 shares; 2018Q4: 43,937 shares; 2019Q1: 83,329 shares; 2019Q2: 105,441 shares; 2019Q3: 151,638 shares 151,638 $4.58M 0.03% +46,197 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 185,910 shares; 2018Q2: 185,910 shares; 2018Q3: 223,928 shares; 2018Q4: 228,955 shares; 2019Q1: 258,073 shares; 2019Q2: 218,388 shares; 2019Q3: 229,471 shares 229,471 $4.57M 0.03% +11,083 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; 2017Q4: restricted; 2018Q1: 85,609 shares; 2018Q2: 85,609 shares; 2018Q3: 94,811 shares; 2018Q4: 115,430 shares; 2019Q1: 79,427 shares; 2019Q2: 72,238 shares; 2019Q3: 91,220 shares 91,220 $4.56M 0.03% +18,982 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 27,917 shares; 2018Q2: 27,917 shares; 2018Q3: 31,209 shares; 2018Q4: 38,618 shares; 2019Q1: 44,541 shares; 2019Q2: 25,954 shares; 2019Q3: 24,066 shares 24,066 $4.55M 0.03% -1,888 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 146,503 shares; 2018Q2: 146,503 shares; 2018Q3: 159,451 shares; 2018Q4: 154,867 shares; 2019Q1: 153,858 shares; 2019Q2: 160,648 shares; 2019Q3: 165,968 shares 165,968 $4.54M 0.03% +5,320 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 125,088 shares; 2018Q2: 125,088 shares; 2018Q3: 103,154 shares; 2018Q4: 104,470 shares; 2019Q1: 88,330 shares; 2019Q2: 119,672 shares; 2019Q3: 115,630 shares 115,630 $4.54M 0.03% -4,042 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 140,356 shares; 2018Q2: 140,356 shares; 2018Q3: 74,984 shares; 2018Q4: 66,001 shares; 2019Q1: 61,326 shares; 2019Q2: 58,487 shares; 2019Q3: 56,252 shares 56,252 $4.52M 0.03% -2,235 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 241,535 shares; 2018Q2: 241,535 shares; 2018Q3: 240,207 shares; 2018Q4: 283,573 shares; 2019Q1: 283,349 shares; 2019Q2: 287,492 shares; 2019Q3: 241,209 shares 241,209 $4.49M 0.03% -46,283 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: restricted; 2018Q1: 99,973 shares; 2018Q2: 99,973 shares; 2018Q3: 104,573 shares; 2018Q4: 90,002 shares; 2019Q1: 96,332 shares; 2019Q2: 105,647 shares; 2019Q3: 137,785 shares 137,785 $4.49M 0.03% +32,138 Timeline