DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 824,882 shares; 2026Q1: 3,484,718 shares 3,484,718 $136M 7.84% +2,659,836 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,823 shares; 2024Q4: 183,144 shares; 2025Q1: 167,606 shares; 2025Q2: 166,332 shares; 2025Q3: 167,297 shares; 2025Q4: 144,978 shares; 2026Q1: 167,634 shares 167,634 $109M 6.32% +22,656 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; 2024Q2: restricted; 2024Q3: 1,355,457 shares; 2024Q4: 1,550,144 shares; 2025Q1: 1,905,268 shares; 2025Q2: 1,998,346 shares; 2025Q3: 2,113,419 shares; 2025Q4: 2,140,215 shares; 2026Q1: 2,269,756 shares 2,269,756 $104M 5.98% +129,541 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,104 shares; 2024Q4: 310,196 shares; 2025Q1: 303,752 shares; 2025Q2: 303,806 shares; 2025Q3: 302,543 shares; 2025Q4: 252,707 shares; 2026Q1: 247,303 shares 247,303 $88.2M 5.09% -5,404 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523,351 shares; 2026Q1: 2,179,072 shares 2,179,072 $73.8M 4.26% +1,655,721 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640,130 shares; 2024Q4: 631,509 shares; 2025Q1: 627,658 shares; 2025Q2: 643,508 shares; 2025Q3: 647,528 shares; 2025Q4: 601,023 shares; 2026Q1: 620,277 shares 620,277 $61.6M 3.56% +19,254 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,797,532 shares; 2025Q2: 1,710,919 shares; 2025Q3: 1,720,748 shares; 2025Q4: 1,378,198 shares; 2026Q1: 529,601 shares 529,601 $40.8M 2.36% -848,597 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840,305 shares; 2024Q4: 894,189 shares; 2025Q1: 857,122 shares; 2025Q2: 853,785 shares; 2025Q3: 851,775 shares; 2025Q4: 647,233 shares; 2026Q1: 376,669 shares 376,669 $34.1M 1.97% -270,564 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,622 shares; 2024Q4: 273,206 shares; 2025Q1: 153,831 shares; 2025Q2: 147,767 shares; 2025Q3: 143,183 shares; 2025Q4: 122,922 shares; 2026Q1: 160,281 shares 160,281 $33.8M 1.95% +37,359 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; 2024Q2: restricted; 2024Q3: 1,865,928 shares; 2024Q4: 1,921,183 shares; 2025Q1: 1,015,961 shares; 2025Q2: 999,160 shares; 2025Q3: 977,845 shares; 2025Q4: 838,536 shares; 2026Q1: 525,701 shares 525,701 $33.7M 1.95% -312,835 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,453 shares; 2024Q4: 142,281 shares; 2025Q1: 139,860 shares; 2025Q2: 141,071 shares; 2025Q3: 137,908 shares; 2025Q4: 130,670 shares; 2026Q1: 120,788 shares 120,788 $30.7M 1.77% -9,882 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459,243 shares; 2025Q2: 461,073 shares; 2025Q3: 444,445 shares; 2025Q4: 368,249 shares; 2026Q1: 270,806 shares 270,806 $25.9M 1.49% -97,443 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,036 shares; 2024Q4: 97,260 shares; 2025Q1: 90,323 shares; 2025Q2: 90,884 shares; 2025Q3: 85,444 shares; 2025Q4: 79,606 shares; 2026Q1: 80,067 shares 80,067 $24.8M 1.43% +461 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,215 shares; 2026Q1: 389,812 shares 389,812 $22.7M 1.31% +309,597 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,461 shares; 2024Q4: 53,926 shares; 2025Q1: 53,464 shares; 2025Q2: 52,996 shares; 2025Q3: 52,552 shares; 2025Q4: 49,928 shares; 2026Q1: 49,314 shares 49,314 $21M 1.21% -614 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,379 shares; 2024Q4: 197,426 shares; 2025Q1: 309,117 shares; 2025Q2: 317,283 shares; 2025Q3: 335,876 shares; 2025Q4: 295,969 shares; 2026Q1: 358,233 shares 358,233 $18.4M 1.06% +62,264 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,123 shares; 2024Q4: 78,843 shares; 2025Q1: 77,818 shares; 2025Q2: 80,297 shares; 2025Q3: 78,994 shares; 2025Q4: 73,432 shares; 2026Q1: 62,754 shares 62,754 $18M 1.04% -10,678 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,876 shares; 2025Q3: 221,778 shares; 2025Q4: 207,164 shares; 2026Q1: 199,872 shares 199,872 $17.3M 1% -7,292 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,692 shares; 2024Q4: 87,702 shares; 2025Q1: 51,277 shares; 2025Q2: 50,674 shares; 2025Q3: 49,633 shares; 2025Q4: 71,740 shares; 2026Q1: 176,215 shares 176,215 $16.7M 0.97% +104,475 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,154 shares; 2024Q4: 159,344 shares; 2025Q1: 160,411 shares; 2025Q2: 150,354 shares; 2025Q3: 152,880 shares; 2025Q4: 138,649 shares; 2026Q1: 127,395 shares 127,395 $15.8M 0.91% -11,254 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; 2024Q2: restricted; 2024Q3: 17,741 shares; 2024Q4: 17,463 shares; 2025Q1: 16,810 shares; 2025Q2: 17,251 shares; 2025Q3: 17,049 shares; 2025Q4: 16,659 shares; 2026Q1: 15,006 shares 15,006 $15M 0.86% -1,653 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,154 shares; 2024Q4: 44,280 shares; 2025Q1: 44,070 shares; 2025Q2: 46,875 shares; 2025Q3: 46,107 shares; 2025Q4: 43,371 shares; 2026Q1: 40,121 shares 40,121 $14.9M 0.86% -3,250 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,170 shares; 2024Q4: 277,387 shares; 2025Q1: 361,468 shares; 2025Q2: 356,555 shares; 2025Q3: 365,568 shares; 2025Q4: 292,127 shares; 2026Q1: 215,447 shares 215,447 $14.5M 0.84% -76,680 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 72,065 shares; 2025Q1: 74,217 shares; 2025Q2: 78,033 shares; 2025Q3: 77,303 shares; 2025Q4: 77,912 shares; 2026Q1: 77,315 shares 77,315 $13.5M 0.78% -597 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,971 shares; 2026Q1: 131,421 shares 131,421 $13.2M 0.76% +103,450 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; 2024Q2: restricted; 2024Q3: 85,331 shares; 2024Q4: 84,683 shares; 2025Q1: 83,858 shares; 2025Q2: 85,826 shares; 2025Q3: 85,550 shares; 2025Q4: 83,915 shares; 2026Q1: 81,843 shares 81,843 $13.1M 0.75% -2,072 Timeline GRID 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; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,628 shares; 2025Q1: 6,170 shares; 2025Q2: 6,172 shares; 2025Q3: 7,004 shares; 2025Q4: 20,532 shares; 2026Q1: 79,446 shares 79,446 $13M 0.75% +58,914 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,083 shares; 2024Q4: 398,473 shares; 2025Q1: 431,773 shares; 2025Q2: 426,320 shares; 2025Q3: 432,804 shares; 2025Q4: 328,977 shares; 2026Q1: 186,059 shares 186,059 $13M 0.75% -142,918 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; 2024Q2: restricted; 2024Q3: 101,664 shares; 2024Q4: 86,029 shares; 2025Q1: 78,852 shares; 2025Q2: 98,635 shares; 2025Q3: 96,423 shares; 2025Q4: 160,963 shares; 2026Q1: 91,237 shares 91,237 $12.1M 0.7% -69,726 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,687 shares; 2024Q4: 13,748 shares; 2025Q1: 13,949 shares; 2025Q2: 14,549 shares; 2025Q3: 14,335 shares; 2025Q4: 14,102 shares; 2026Q1: 13,599 shares 13,599 $11.8M 0.68% -503 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 8,899 shares; 2025Q1: 8,713 shares; 2025Q2: 128,843 shares; 2025Q3: 126,027 shares; 2025Q4: 124,581 shares; 2026Q1: 124,008 shares 124,008 $11.4M 0.66% -573 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235,004 shares; 2024Q4: 1,305,646 shares; 2025Q1: 1,898,824 shares; 2025Q2: 1,928,333 shares; 2025Q3: 1,975,529 shares; 2025Q4: 1,387,013 shares; 2026Q1: 489,638 shares 489,638 $11.2M 0.65% -897,375 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312,637 shares 312,637 $11.2M 0.64% new 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; 2024Q2: restricted; 2024Q3: 152,841 shares; 2024Q4: 198,644 shares; 2025Q1: 178,042 shares; 2025Q2: 172,190 shares; 2025Q3: 169,644 shares; 2025Q4: 155,108 shares; 2026Q1: 150,734 shares 150,734 $11.1M 0.64% -4,374 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,651 shares; 2026Q1: 93,105 shares 93,105 $11M 0.64% +69,454 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; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 16,317 shares; 2025Q1: 286,010 shares; 2025Q2: 317,019 shares; 2025Q3: 322,162 shares; 2025Q4: 256,654 shares; 2026Q1: 79,826 shares 79,826 $11M 0.64% -176,828 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,415 shares; 2026Q1: 299,739 shares 299,739 $10.9M 0.63% +237,324 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 20,755 shares; 2025Q1: 20,526 shares; 2025Q2: 20,822 shares; 2025Q3: 20,958 shares; 2025Q4: 20,379 shares; 2026Q1: 19,701 shares 19,701 $10.7M 0.62% -678 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,603 shares; 2025Q4: 19,547 shares; 2026Q1: 19,002 shares 19,002 $10.4M 0.6% -545 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; 2024Q2: restricted; 2024Q3: 43,697 shares; 2024Q4: 43,746 shares; 2025Q1: 43,580 shares; 2025Q2: 45,391 shares; 2025Q3: 45,336 shares; 2025Q4: 45,435 shares; 2026Q1: 45,191 shares 45,191 $10.4M 0.6% -244 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,582 shares; 2024Q4: 17,759 shares; 2025Q1: 18,412 shares; 2025Q2: 19,935 shares; 2025Q3: 19,685 shares; 2025Q4: 19,873 shares; 2026Q1: 20,012 shares 20,012 $9.92M 0.57% +139 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; 2024Q2: restricted; 2024Q3: 48,175 shares; 2024Q4: 47,931 shares; 2025Q1: 48,896 shares; 2025Q2: 50,744 shares; 2025Q3: 50,439 shares; 2025Q4: 49,281 shares; 2026Q1: 47,232 shares 47,232 $9.84M 0.57% -2,049 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,788 shares; 2024Q4: 882,140 shares; 2025Q1: 446,423 shares; 2025Q2: 391,030 shares; 2025Q3: 383,799 shares; 2025Q4: 299,207 shares; 2026Q1: 124,353 shares 124,353 $9.78M 0.56% -174,854 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,386 shares; 2025Q1: 20,385 shares; 2025Q2: 20,901 shares; 2025Q3: 20,701 shares; 2025Q4: 20,762 shares; 2026Q1: 19,499 shares 19,499 $9.74M 0.56% -1,263 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923,401 shares; 2024Q4: 956,262 shares; 2025Q1: 611,538 shares; 2025Q2: 584,198 shares; 2025Q3: 571,703 shares; 2025Q4: 445,359 shares; 2026Q1: 198,892 shares 198,892 $9.73M 0.56% -246,467 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,494 shares; 2026Q1: 115,955 shares 115,955 $9.57M 0.55% +91,461 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,461 shares; 2024Q4: 18,044 shares; 2025Q1: 16,986 shares; 2025Q2: 19,829 shares; 2025Q3: 19,929 shares; 2025Q4: 19,865 shares; 2026Q1: 19,452 shares 19,452 $9.55M 0.55% -413 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; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 5,303 shares; 2025Q1: 8,501 shares; 2025Q2: 10,894 shares; 2025Q3: 14,804 shares; 2025Q4: 15,327 shares; 2026Q1: 15,722 shares 15,722 $9.39M 0.54% +395 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,317 shares; 2024Q4: 365,416 shares; 2025Q1: 215,150 shares; 2025Q2: 207,352 shares; 2025Q3: 135,879 shares; 2025Q4: 129,261 shares; 2026Q1: 57,791 shares 57,791 $9.27M 0.54% -71,470 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,770 shares; 2024Q4: 159,827 shares; 2025Q1: 166,778 shares; 2025Q2: 170,130 shares; 2025Q3: 171,949 shares; 2025Q4: 146,836 shares; 2026Q1: 147,118 shares 147,118 $9.19M 0.53% +282 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,729 shares; 2024Q4: 8,908 shares; 2025Q1: 9,607 shares; 2025Q2: 9,802 shares; 2025Q3: 9,499 shares; 2025Q4: 95,276 shares; 2026Q1: 91,234 shares 91,234 $8.77M 0.51% -4,042 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,443 shares; 2024Q4: 18,407 shares; 2025Q1: 18,658 shares; 2025Q2: 31,803 shares; 2025Q3: 31,563 shares; 2025Q4: 27,684 shares; 2026Q1: 27,091 shares 27,091 $8.62M 0.5% -593 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; 2024Q2: restricted; 2024Q3: 411,456 shares; 2024Q4: 483,943 shares; 2025Q1: 517,950 shares; 2025Q2: 421,860 shares; 2025Q3: 414,427 shares; 2025Q4: 342,459 shares; 2026Q1: 173,697 shares 173,697 $8.58M 0.5% -168,762 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; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 28,895 shares; 2025Q1: 28,572 shares; 2025Q2: 28,873 shares; 2025Q3: 28,690 shares; 2025Q4: 27,860 shares; 2026Q1: 25,950 shares 25,950 $8.53M 0.49% -1,910 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,669 shares; 2024Q4: 57,088 shares; 2025Q1: 58,559 shares; 2025Q2: 63,934 shares; 2025Q3: 63,583 shares; 2025Q4: 64,048 shares; 2026Q1: 65,587 shares 65,587 $8.35M 0.48% +1,539 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; 2024Q2: restricted; 2024Q3: 126,118 shares; 2024Q4: 123,711 shares; 2025Q1: 124,836 shares; 2025Q2: 145,248 shares; 2025Q3: 152,156 shares; 2025Q4: 124,830 shares; 2026Q1: 54,632 shares 54,632 $8.01M 0.46% -70,198 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,808 shares; 2024Q4: 151,197 shares; 2025Q1: 109,784 shares; 2025Q2: 233,358 shares; 2025Q3: 230,443 shares; 2025Q4: 217,633 shares; 2026Q1: 194,705 shares 194,705 $7.95M 0.46% -22,928 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; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 7,168 shares; 2025Q1: 7,516 shares; 2025Q2: 7,511 shares; 2025Q3: 8,235 shares; 2025Q4: 19,856 shares; 2026Q1: 22,756 shares 22,756 $7.81M 0.45% +2,900 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; 2024Q2: restricted; 2024Q3: 19,384 shares; 2024Q4: 18,844 shares; 2025Q1: 18,567 shares; 2025Q2: 18,557 shares; 2025Q3: 18,475 shares; 2025Q4: 18,023 shares; 2026Q1: 17,813 shares 17,813 $7.78M 0.45% -210 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; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 13,787 shares; 2025Q1: 15,013 shares; 2025Q2: 15,307 shares; 2025Q3: 15,621 shares; 2025Q4: 15,771 shares; 2026Q1: 13,559 shares 13,559 $7.76M 0.45% -2,212 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 19,054 shares; 2026Q1: 21,390 shares 21,390 $7.36M 0.42% +2,336 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,180 shares; 2024Q4: 18,107 shares; 2025Q1: 18,108 shares; 2025Q2: 18,685 shares; 2025Q3: 18,515 shares; 2025Q4: 17,905 shares; 2026Q1: 16,975 shares 16,975 $7.34M 0.42% -930 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,644 shares; 2024Q4: 77,438 shares; 2025Q1: 78,594 shares; 2025Q2: 77,538 shares; 2025Q3: 76,957 shares; 2025Q4: 76,656 shares; 2026Q1: 75,149 shares 75,149 $7.08M 0.41% -1,507 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 22,620 shares; 2025Q1: 24,243 shares; 2025Q2: 26,152 shares; 2025Q3: 25,551 shares; 2025Q4: 25,444 shares; 2026Q1: 25,069 shares 25,069 $7.02M 0.41% -375 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,154 shares; 2025Q1: 9,060 shares; 2025Q2: 10,307 shares; 2025Q3: 10,055 shares; 2025Q4: 9,909 shares; 2026Q1: 9,613 shares 9,613 $6.81M 0.39% -296 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; 2024Q2: restricted; 2024Q3: 215,019 shares; 2024Q4: 414,282 shares; 2025Q1: 357,843 shares; 2025Q2: 349,783 shares; 2025Q3: 344,193 shares; 2025Q4: 294,393 shares; 2026Q1: 273,337 shares 273,337 $6.77M 0.39% -21,056 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; 2024Q2: restricted; 2024Q3: 26,448 shares; 2024Q4: 26,037 shares; 2025Q1: 25,933 shares; 2025Q2: 26,884 shares; 2025Q3: 26,926 shares; 2025Q4: 24,703 shares; 2026Q1: 22,874 shares 22,874 $6.73M 0.39% -1,829 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,350 shares; 2025Q4: 45,752 shares; 2026Q1: 51,304 shares 51,304 $6.48M 0.37% +5,552 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,930 shares; 2024Q4: 40,462 shares; 2025Q1: 40,444 shares; 2025Q2: 42,297 shares; 2025Q3: 42,015 shares; 2025Q4: 42,885 shares; 2026Q1: 40,832 shares 40,832 $6.34M 0.37% -2,053 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,789 shares; 2024Q4: 31,241 shares; 2025Q1: 30,964 shares; 2025Q2: 32,419 shares; 2025Q3: 32,377 shares; 2025Q4: 32,335 shares; 2026Q1: 28,764 shares 28,764 $6.23M 0.36% -3,571 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,459 shares; 2024Q4: 32,247 shares; 2025Q1: 29,360 shares; 2025Q2: 28,824 shares; 2025Q3: 28,623 shares; 2025Q4: 25,335 shares; 2026Q1: 24,216 shares 24,216 $6.01M 0.35% -1,119 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,077 shares; 2026Q1: 127,047 shares 127,047 $5.93M 0.34% +8,970 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; 2024Q2: restricted; 2024Q3: 6,170 shares; 2024Q4: 6,259 shares; 2025Q1: 6,216 shares; 2025Q2: 6,180 shares; 2025Q3: 6,110 shares; 2025Q4: 7,206 shares; 2026Q1: 6,435 shares 6,435 $5.92M 0.34% -771 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; 2024Q2: restricted; 2024Q3: 9,720 shares; 2024Q4: 9,603 shares; 2025Q1: 9,500 shares; 2025Q2: 10,708 shares; 2025Q3: 10,887 shares; 2025Q4: 10,606 shares; 2026Q1: 10,183 shares 10,183 $5.88M 0.34% -423 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,508 shares; 2025Q4: 106,635 shares; 2026Q1: 105,477 shares 105,477 $5.78M 0.33% -1,158 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,545 shares; 2024Q4: 41,146 shares; 2025Q1: 37,372 shares; 2025Q2: 35,685 shares; 2025Q3: 35,613 shares; 2025Q4: 33,161 shares; 2026Q1: 39,930 shares 39,930 $5.65M 0.33% +6,769 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; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,106 shares; 2025Q1: 10,156 shares; 2025Q2: 22,256 shares; 2025Q3: 21,993 shares; 2025Q4: 21,415 shares; 2026Q1: 20,584 shares 20,584 $5.39M 0.31% -831 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; 2024Q2: restricted; 2024Q3: 81,374 shares; 2024Q4: 92,156 shares; 2025Q1: 82,091 shares; 2025Q2: 90,733 shares; 2025Q3: 89,786 shares; 2025Q4: 82,473 shares; 2026Q1: 70,956 shares 70,956 $5.33M 0.31% -11,517 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,121 shares; 2024Q4: 20,345 shares; 2025Q1: 21,012 shares; 2025Q2: 24,014 shares; 2025Q3: 24,644 shares; 2025Q4: 25,241 shares; 2026Q1: 24,531 shares 24,531 $5.08M 0.29% -710 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,052 shares; 2024Q4: 88,788 shares; 2025Q1: 66,453 shares; 2025Q2: 74,588 shares; 2025Q3: 73,960 shares; 2025Q4: 69,660 shares; 2026Q1: 52,202 shares 52,202 $5.07M 0.29% -17,458 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,232 shares; 2024Q4: 21,250 shares; 2025Q1: 22,026 shares; 2025Q2: 24,102 shares; 2025Q3: 24,033 shares; 2025Q4: 24,042 shares; 2026Q1: 23,152 shares 23,152 $5.04M 0.29% -890 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,173 shares; 2025Q3: 31,506 shares; 2025Q4: 29,363 shares; 2026Q1: 31,210 shares 31,210 $4.91M 0.28% +1,847 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; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,652 shares; 2025Q1: 6,682 shares; 2025Q2: 7,363 shares; 2025Q3: 7,428 shares; 2025Q4: 7,597 shares; 2026Q1: 7,426 shares 7,426 $4.49M 0.26% -171 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,209 shares; 2024Q4: 210,831 shares; 2025Q1: 72,581 shares; 2025Q2: 80,984 shares; 2025Q3: 82,278 shares; 2025Q4: 85,677 shares; 2026Q1: 82,458 shares 82,458 $4.3M 0.25% -3,219 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,413 shares; 2024Q4: 30,765 shares; 2025Q1: 32,477 shares; 2025Q2: 36,771 shares; 2025Q3: 35,758 shares; 2025Q4: 35,424 shares; 2026Q1: 35,397 shares 35,397 $4.2M 0.24% -27 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,176 shares; 2024Q4: 19,592 shares; 2025Q1: 20,136 shares; 2025Q2: 19,279 shares; 2025Q3: 19,041 shares; 2025Q4: 19,147 shares; 2026Q1: 17,108 shares 17,108 $4.18M 0.24% -2,039 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; 2024Q2: restricted; 2024Q3: 34,057 shares; 2024Q4: 33,286 shares; 2025Q1: 33,300 shares; 2025Q2: 33,504 shares; 2025Q3: 38,160 shares; 2025Q4: 35,253 shares; 2026Q1: 28,839 shares 28,839 $4.17M 0.24% -6,414 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; 2024Q2: restricted; 2024Q3: 68,637 shares; 2024Q4: 78,095 shares; 2025Q1: 82,350 shares; 2025Q2: 112,153 shares; 2025Q3: 113,589 shares; 2025Q4: 180,363 shares; 2026Q1: 67,068 shares 67,068 $4.11M 0.24% -113,295 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,314 shares; 2025Q1: 10,255 shares; 2025Q2: 10,863 shares; 2025Q3: 4,486 shares; 2025Q4: 4,442 shares; 2026Q1: 3,644 shares 3,644 $3.97M 0.23% -798 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,509 shares; 2024Q4: 12,440 shares; 2025Q1: 12,898 shares; 2025Q2: 12,784 shares; 2025Q3: 12,764 shares; 2025Q4: 12,954 shares; 2026Q1: 12,651 shares 12,651 $3.93M 0.23% -303 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,590 shares; 2024Q4: 21,411 shares; 2025Q1: 20,558 shares; 2025Q2: 20,048 shares; 2025Q3: 19,705 shares; 2025Q4: 18,980 shares; 2026Q1: 17,958 shares 17,958 $3.84M 0.22% -1,022 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,849 shares; 2025Q1: 2,316 shares; 2025Q2: 30,072 shares; 2025Q3: 30,023 shares; 2025Q4: 27,300 shares; 2026Q1: 26,673 shares 26,673 $3.69M 0.21% -627 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; 2024Q2: restricted; 2024Q3: 30,124 shares; 2024Q4: 31,194 shares; 2025Q1: 33,783 shares; 2025Q2: 33,925 shares; 2025Q3: 37,535 shares; 2025Q4: 38,726 shares; 2026Q1: 38,979 shares 38,979 $3.62M 0.21% +253 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; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 12,777 shares; 2025Q1: 13,454 shares; 2025Q2: 13,765 shares; 2025Q3: 14,282 shares; 2025Q4: 14,573 shares; 2026Q1: 14,698 shares 14,698 $3.47M 0.2% +125 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,484 shares; 2024Q4: 320,129 shares; 2025Q1: 48,140 shares; 2025Q2: 40,641 shares; 2025Q3: 38,131 shares; 2025Q4: 34,207 shares; 2026Q1: 31,010 shares 31,010 $3.45M 0.2% -3,197 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,884 shares; 2024Q4: 18,578 shares; 2025Q1: 18,433 shares; 2025Q2: 21,056 shares; 2025Q3: 20,646 shares; 2025Q4: 20,476 shares; 2026Q1: 20,495 shares 20,495 $3.37M 0.19% +19 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,013 shares; 2025Q2: 76,608 shares; 2025Q3: 131,890 shares; 2025Q4: 135,054 shares; 2026Q1: 140,269 shares 140,269 $3.35M 0.19% +5,215 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,018 shares; 2025Q2: 36,473 shares; 2025Q3: 38,382 shares; 2025Q4: 38,240 shares; 2026Q1: 38,577 shares 38,577 $3.23M 0.19% +337 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,066 shares; 2024Q4: 27,847 shares; 2025Q1: 26,176 shares; 2025Q2: 29,932 shares; 2025Q3: 28,607 shares; 2025Q4: 27,183 shares; 2026Q1: 27,001 shares 27,001 $3.2M 0.18% -182 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; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 11,434 shares; 2025Q1: 11,157 shares; 2025Q2: 10,987 shares; 2025Q3: 10,926 shares; 2025Q4: 10,524 shares; 2026Q1: 10,488 shares 10,488 $3.17M 0.18% -36 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,465 shares; 2024Q4: 61,386 shares; 2025Q1: 61,386 shares; 2025Q2: 61,386 shares; 2025Q3: 61,386 shares; 2025Q4: 58,051 shares; 2026Q1: 58,051 shares 58,051 $3.1M 0.18% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,635 shares; 2025Q1: 26,160 shares; 2025Q2: 63,499 shares; 2025Q3: 63,684 shares; 2025Q4: 58,238 shares; 2026Q1: 56,658 shares 56,658 $2.99M 0.17% -1,580 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; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 20,011 shares; 2025Q1: 22,676 shares; 2025Q2: 21,656 shares; 2025Q3: 23,325 shares; 2025Q4: 25,091 shares; 2026Q1: 24,746 shares 24,746 $2.98M 0.17% -345 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; 2024Q2: restricted; 2024Q3: 12,071 shares; 2024Q4: 12,022 shares; 2025Q1: 12,299 shares; 2025Q2: 14,323 shares; 2025Q3: 13,883 shares; 2025Q4: 13,838 shares; 2026Q1: 14,830 shares 14,830 $2.88M 0.17% +992 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,751 shares; 2024Q4: 35,264 shares; 2025Q1: 33,098 shares; 2025Q2: 32,231 shares; 2025Q3: 30,010 shares; 2025Q4: 26,441 shares; 2026Q1: 22,435 shares 22,435 $2.87M 0.17% -4,006 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,892 shares; 2024Q4: 15,725 shares; 2025Q1: 15,250 shares; 2025Q2: 14,850 shares; 2025Q3: 13,683 shares; 2025Q4: 13,347 shares; 2026Q1: 13,117 shares 13,117 $2.85M 0.16% -230 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431,744 shares; 2025Q2: 449,484 shares; 2025Q3: 465,235 shares; 2025Q4: 310,310 shares; 2026Q1: 56,468 shares 56,468 $2.83M 0.16% -253,842 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,873 shares; 2024Q4: 41,952 shares; 2025Q1: 37,479 shares; 2025Q2: 34,986 shares; 2025Q3: 34,956 shares; 2025Q4: 31,940 shares; 2026Q1: 29,461 shares 29,461 $2.82M 0.16% -2,479 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,779 shares; 2024Q4: 26,726 shares; 2025Q1: 27,621 shares; 2025Q2: 34,857 shares; 2025Q3: 33,709 shares; 2025Q4: 30,453 shares; 2026Q1: 28,959 shares 28,959 $2.82M 0.16% -1,494 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 16,306 shares; 2025Q1: 14,979 shares; 2025Q2: 14,547 shares; 2025Q3: 14,597 shares; 2025Q4: 13,472 shares; 2026Q1: 13,331 shares 13,331 $2.56M 0.15% -141 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; 2024Q2: restricted; 2024Q3: 98,304 shares; 2024Q4: 89,554 shares; 2025Q1: 79,627 shares; 2025Q2: 77,961 shares; 2025Q3: 76,333 shares; 2025Q4: 68,064 shares; 2026Q1: 33,163 shares 33,163 $2.54M 0.15% -34,901 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,884 shares; 2025Q2: 54,237 shares; 2025Q3: 55,772 shares; 2025Q4: 60,357 shares; 2026Q1: 53,178 shares 53,178 $2.53M 0.15% -7,179 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 32,297 shares; 2025Q3: 33,034 shares; 2025Q4: 36,448 shares; 2026Q1: 36,438 shares 36,438 $2.52M 0.15% -10 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; 2024Q2: restricted; 2024Q3: 11,454 shares; 2024Q4: 11,380 shares; 2025Q1: 11,713 shares; 2025Q2: 11,462 shares; 2025Q3: 11,402 shares; 2025Q4: 11,632 shares; 2026Q1: 11,637 shares 11,637 $2.36M 0.14% +5 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,566 shares; 2025Q1: 18,535 shares; 2025Q2: 41,497 shares; 2025Q3: 43,124 shares; 2025Q4: 40,367 shares; 2026Q1: 46,762 shares 46,762 $2.35M 0.14% +6,395 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; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,470 shares; 2025Q1: 7,822 shares; 2025Q2: 7,923 shares; 2025Q3: 8,660 shares; 2025Q4: 8,820 shares; 2026Q1: 9,016 shares 9,016 $2.35M 0.14% +196 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,261 shares; 2024Q4: 55,089 shares; 2025Q1: 47,818 shares; 2025Q2: 38,137 shares; 2025Q3: 37,137 shares; 2025Q4: 36,219 shares; 2026Q1: 35,953 shares 35,953 $2.25M 0.13% -266 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,428 shares; 2024Q4: 27,382 shares; 2025Q1: 24,055 shares; 2025Q2: 23,937 shares; 2025Q3: 24,004 shares; 2025Q4: 25,057 shares; 2026Q1: 23,943 shares 23,943 $2.15M 0.12% -1,114 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,354 shares; 2024Q4: 27,348 shares; 2025Q1: 29,739 shares; 2025Q2: 29,919 shares; 2025Q3: 29,902 shares; 2025Q4: 29,971 shares; 2026Q1: 29,639 shares 29,639 $2.08M 0.12% -332 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,967 shares; 2024Q4: 23,654 shares; 2025Q1: 25,031 shares; 2025Q2: 33,361 shares; 2025Q3: 33,005 shares; 2025Q4: 34,196 shares; 2026Q1: 35,891 shares 35,891 $2.07M 0.12% +1,695 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; 2024Q2: restricted; 2024Q3: 14,215 shares; 2024Q4: 13,815 shares; 2025Q1: 12,302 shares; 2025Q2: 11,980 shares; 2025Q3: 11,151 shares; 2025Q4: 10,802 shares; 2026Q1: 10,243 shares 10,243 $2.03M 0.12% -559 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; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,687 shares; 2025Q1: 3,182 shares; 2025Q2: 3,310 shares; 2025Q3: 3,270 shares; 2025Q4: 3,142 shares; 2026Q1: 3,112 shares 3,112 $2.02M 0.12% -30 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; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 10,322 shares; 2025Q1: 10,113 shares; 2025Q2: 10,113 shares; 2025Q3: 10,058 shares; 2025Q4: 10,292 shares; 2026Q1: 10,179 shares 10,179 $2M 0.12% -113 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,077 shares; 2025Q1: 5,970 shares; 2025Q2: 21,332 shares; 2025Q3: 22,095 shares; 2025Q4: 21,824 shares; 2026Q1: 19,449 shares 19,449 $2M 0.12% -2,375 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; 2024Q2: restricted; 2024Q3: 82,118 shares; 2024Q4: 81,367 shares; 2025Q1: 67,970 shares; 2025Q2: 73,350 shares; 2025Q3: 71,379 shares; 2025Q4: 54,382 shares; 2026Q1: 42,064 shares 42,064 $1.97M 0.11% -12,318 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,897 shares; 2025Q3: 8,312 shares; 2025Q4: 8,640 shares; 2026Q1: 9,221 shares 9,221 $1.94M 0.11% +581 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; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares; 2026Q1: 3,111 shares 3,111 $1.92M 0.11% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,093 shares; 2025Q1: 2,070 shares; 2025Q2: 2,044 shares; 2025Q3: 5,364 shares; 2025Q4: 6,353 shares; 2026Q1: 7,139 shares 7,139 $1.9M 0.11% +786 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,764 shares; 2025Q1: 4,671 shares; 2025Q2: 21,473 shares; 2025Q3: 21,649 shares; 2025Q4: 22,535 shares; 2026Q1: 23,493 shares 23,493 $1.87M 0.11% +958 Timeline FDEC 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; 2024Q2: restricted; 2024Q3: 30,716 shares; 2024Q4: 34,931 shares; 2025Q1: 34,931 shares; 2025Q2: 34,931 shares; 2025Q3: 34,931 shares; 2025Q4: 34,931 shares; 2026Q1: 34,931 shares 34,931 $1.74M 0.1% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,455 shares; 2024Q4: 33,455 shares; 2025Q1: 33,455 shares; 2025Q2: 31,999 shares; 2025Q3: 32,107 shares; 2025Q4: 32,107 shares; 2026Q1: 32,107 shares 32,107 $1.69M 0.1% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,696 shares; 2025Q3: 8,945 shares; 2025Q4: 8,156 shares; 2026Q1: 7,931 shares 7,931 $1.65M 0.1% -225 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,178 shares; 2024Q4: 16,197 shares; 2025Q1: 16,217 shares; 2025Q2: 13,715 shares; 2025Q3: 13,734 shares; 2025Q4: 13,756 shares; 2026Q1: 13,777 shares 13,777 $1.65M 0.1% +21 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,548 shares; 2024Q4: 8,337 shares; 2025Q1: 7,764 shares; 2025Q2: 7,399 shares; 2025Q3: 7,434 shares; 2025Q4: 7,395 shares; 2026Q1: 5,382 shares 5,382 $1.63M 0.09% -2,013 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; 2024Q2: restricted; 2024Q3: 42,043 shares; 2024Q4: 41,608 shares; 2025Q1: 40,487 shares; 2025Q2: 39,302 shares; 2025Q3: 36,512 shares; 2025Q4: 35,032 shares; 2026Q1: 34,470 shares 34,470 $1.62M 0.09% -562 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,419 shares; 2025Q2: 19,176 shares; 2025Q3: 19,176 shares; 2025Q4: 52,134 shares; 2026Q1: 53,040 shares 53,040 $1.59M 0.09% +906 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,268 shares; 2025Q2: 81,211 shares; 2025Q3: 79,831 shares; 2025Q4: 57,420 shares; 2026Q1: 54,115 shares 54,115 $1.58M 0.09% -3,305 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,880 shares; 2025Q1: 5,542 shares; 2025Q2: 5,246 shares; 2025Q3: 5,128 shares; 2025Q4: 4,966 shares; 2026Q1: 4,942 shares 4,942 $1.55M 0.09% -24 Timeline FOCT 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; 2024Q2: restricted; 2024Q3: 36,815 shares; 2024Q4: 36,780 shares; 2025Q1: 36,780 shares; 2025Q2: 35,105 shares; 2025Q3: 35,025 shares; 2025Q4: 32,216 shares; 2026Q1: 32,216 shares 32,216 $1.54M 0.09% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 8,181 shares; 2025Q1: 30,080 shares; 2025Q2: 29,542 shares; 2025Q3: 28,993 shares; 2025Q4: 30,791 shares; 2026Q1: 30,744 shares 30,744 $1.53M 0.09% -47 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; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,779 shares; 2025Q1: 8,732 shares; 2025Q2: 8,273 shares; 2025Q3: 8,268 shares; 2025Q4: 8,003 shares; 2026Q1: 7,944 shares 7,944 $1.52M 0.09% -59 Timeline FJUN 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; 2024Q2: restricted; 2024Q3: 26,734 shares; 2024Q4: 26,734 shares; 2025Q1: 26,734 shares; 2025Q2: 27,673 shares; 2025Q3: 27,673 shares; 2025Q4: 27,057 shares; 2026Q1: 26,596 shares 26,596 $1.5M 0.09% -461 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; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,016 shares; 2025Q1: 5,855 shares; 2025Q2: 5,837 shares; 2025Q3: 5,732 shares; 2025Q4: 5,359 shares; 2026Q1: 5,216 shares 5,216 $1.5M 0.09% -143 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; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,909 shares; 2025Q1: 5,715 shares; 2025Q2: 5,195 shares; 2025Q3: 5,137 shares; 2025Q4: 4,835 shares; 2026Q1: 4,485 shares 4,485 $1.44M 0.08% -350 Timeline FMAR 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; 2024Q2: restricted; 2024Q3: 25,091 shares; 2024Q4: 25,091 shares; 2025Q1: 26,727 shares; 2025Q2: 26,727 shares; 2025Q3: 26,727 shares; 2025Q4: 26,727 shares; 2026Q1: 29,527 shares 29,527 $1.43M 0.08% +2,800 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; 2024Q2: restricted; 2024Q3: 15,220 shares; 2024Q4: 14,560 shares; 2025Q1: 14,414 shares; 2025Q2: 13,911 shares; 2025Q3: 13,216 shares; 2025Q4: 10,654 shares; 2026Q1: 8,313 shares 8,313 $1.41M 0.08% -2,341 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,999 shares; 2024Q4: 28,452 shares; 2025Q1: 15,106 shares; 2025Q2: 15,258 shares; 2025Q3: 15,212 shares; 2025Q4: 15,313 shares; 2026Q1: 15,233 shares 15,233 $1.35M 0.08% -80 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 6,802 shares; 2025Q1: 6,927 shares; 2025Q2: 6,345 shares; 2025Q3: 6,335 shares; 2025Q4: 6,357 shares; 2026Q1: 6,769 shares 6,769 $1.34M 0.08% +412 Timeline FSEP 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; 2024Q2: restricted; 2024Q3: 23,809 shares; 2024Q4: 23,809 shares; 2025Q1: 25,279 shares; 2025Q2: 25,279 shares; 2025Q3: 25,279 shares; 2025Q4: 26,406 shares; 2026Q1: 26,406 shares 26,406 $1.33M 0.08% 0 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; 2024Q2: restricted; 2024Q3: 41,344 shares; 2024Q4: 42,443 shares; 2025Q1: 43,728 shares; 2025Q2: 45,392 shares; 2025Q3: 44,994 shares; 2025Q4: 40,179 shares; 2026Q1: 46,252 shares 46,252 $1.33M 0.08% +6,073 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,017 shares; 2024Q4: 50,338 shares; 2025Q1: 51,073 shares; 2025Q2: 51,239 shares; 2025Q3: 54,611 shares; 2025Q4: 8,210 shares; 2026Q1: 7,633 shares 7,633 $1.32M 0.08% -577 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,546 shares; 2024Q4: 23,614 shares; 2025Q1: 30,820 shares; 2025Q2: 30,895 shares; 2025Q3: 30,921 shares; 2025Q4: 30,973 shares; 2026Q1: 31,000 shares 31,000 $1.28M 0.07% +27 Timeline FMAY 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; 2024Q2: restricted; 2024Q3: 23,921 shares; 2024Q4: 23,921 shares; 2025Q1: 23,921 shares; 2025Q2: 23,921 shares; 2025Q3: 23,921 shares; 2025Q4: 23,921 shares; 2026Q1: 23,921 shares 23,921 $1.26M 0.07% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,095 shares; 2025Q1: 11,893 shares; 2025Q2: 10,962 shares; 2025Q3: 9,270 shares; 2025Q4: 8,955 shares; 2026Q1: 8,670 shares 8,670 $1.25M 0.07% -285 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; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 8,582 shares; 2025Q1: 6,726 shares; 2025Q2: 6,719 shares; 2025Q3: 6,600 shares; 2025Q4: 5,421 shares; 2026Q1: 5,421 shares 5,421 $1.22M 0.07% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,203 shares; 2024Q4: 15,961 shares; 2025Q1: 14,707 shares; 2025Q2: 14,718 shares; 2025Q3: 14,593 shares; 2025Q4: 14,806 shares; 2026Q1: 9,432 shares 9,432 $1.17M 0.07% -5,374 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 6,452 shares; 2025Q1: 6,224 shares; 2025Q2: 6,203 shares; 2025Q3: 5,945 shares; 2025Q4: 5,426 shares; 2026Q1: 4,824 shares 4,824 $1.16M 0.07% -602 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,296 shares; 2025Q2: 16,670 shares; 2025Q3: 22,553 shares; 2025Q4: 21,535 shares; 2026Q1: 22,611 shares 22,611 $1.14M 0.07% +1,076 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; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,167 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares; 2026Q1: 5,134 shares 5,134 $1.11M 0.06% -33 Timeline BUFY 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,031 shares; 2025Q3: 34,331 shares; 2025Q4: 41,889 shares; 2026Q1: 49,132 shares 49,132 $1.1M 0.06% +7,243 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; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,549 shares; 2025Q1: 1,552 shares; 2025Q2: 1,578 shares; 2025Q3: 1,536 shares; 2025Q4: 1,493 shares; 2026Q1: 1,575 shares 1,575 $1.1M 0.06% +82 Timeline FAPR 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; 2024Q2: restricted; 2024Q3: 23,012 shares; 2024Q4: 23,012 shares; 2025Q1: 23,012 shares; 2025Q2: 23,012 shares; 2025Q3: 24,172 shares; 2025Q4: 24,172 shares; 2026Q1: 24,172 shares 24,172 $1.09M 0.06% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,739 shares; 2024Q4: 26,122 shares; 2025Q1: 30,196 shares; 2025Q2: 29,132 shares; 2025Q3: 29,025 shares; 2025Q4: 26,460 shares; 2026Q1: 23,743 shares 23,743 $1.08M 0.06% -2,717 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,485 shares; 2024Q4: 22,535 shares; 2025Q1: 22,535 shares; 2025Q2: 22,535 shares; 2025Q3: 22,535 shares; 2025Q4: 22,535 shares; 2026Q1: 22,535 shares 22,535 $1.08M 0.06% 0 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; 2024Q2: restricted; 2024Q3: 25,833 shares; 2024Q4: 22,577 shares; 2025Q1: 19,062 shares; 2025Q2: 18,714 shares; 2025Q3: 16,955 shares; 2025Q4: 15,309 shares; 2026Q1: 13,150 shares 13,150 $1.08M 0.06% -2,159 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,726 shares; 2024Q4: 5,787 shares; 2025Q1: 5,787 shares; 2025Q2: 5,383 shares; 2025Q3: 5,780 shares; 2025Q4: 5,256 shares; 2026Q1: 3,703 shares 3,703 $1.06M 0.06% -1,553 Timeline DOCT 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; 2024Q2: restricted; 2024Q3: 23,866 shares; 2024Q4: 24,416 shares; 2025Q1: 24,416 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 24,416 shares; 2026Q1: 24,416 shares 24,416 $1.06M 0.06% 0 Timeline QQQJ 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; 2024Q2: restricted; 2024Q3: 36,919 shares; 2024Q4: 31,721 shares; 2025Q1: 31,484 shares; 2025Q2: 31,086 shares; 2025Q3: 31,065 shares; 2025Q4: 30,584 shares; 2026Q1: 27,475 shares 27,475 $995K 0.06% -3,109 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 13,188 shares; 2025Q1: 11,640 shares; 2025Q2: 13,809 shares; 2025Q3: 13,704 shares; 2025Q4: 10,590 shares; 2026Q1: 10,590 shares 10,590 $981K 0.06% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,045 shares; 2025Q1: 2,769 shares; 2025Q2: 2,773 shares; 2025Q3: 2,797 shares; 2025Q4: 2,603 shares; 2026Q1: 2,046 shares 2,046 $980K 0.06% -557 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,412 shares; 2025Q2: 13,547 shares; 2025Q3: 21,559 shares; 2025Q4: 21,812 shares; 2026Q1: 20,178 shares 20,178 $968K 0.06% -1,634 Timeline 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; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 7,600 shares; 2025Q1: 7,358 shares; 2025Q2: 7,358 shares; 2025Q3: 6,517 shares; 2025Q4: 6,312 shares; 2026Q1: 4,777 shares 4,777 $959K 0.06% -1,535 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,180 shares; 2024Q4: 19,210 shares; 2025Q1: 17,570 shares; 2025Q2: 17,222 shares; 2025Q3: 17,222 shares; 2025Q4: 13,852 shares; 2026Q1: 13,852 shares 13,852 $928K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 6,378 shares; 2025Q1: 6,910 shares; 2025Q2: 6,928 shares; 2025Q3: 7,143 shares; 2025Q4: 6,516 shares; 2026Q1: 6,219 shares 6,219 $915K 0.05% -297 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; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,154 shares; 2025Q3: 2,251 shares; 2025Q4: 1,926 shares; 2026Q1: 2,121 shares 2,121 $913K 0.05% +195 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; 2024Q2: restricted; 2024Q3: 66,346 shares; 2024Q4: 62,350 shares; 2025Q1: 58,504 shares; 2025Q2: 57,810 shares; 2025Q3: 56,762 shares; 2025Q4: 40,045 shares; 2026Q1: 19,973 shares 19,973 $912K 0.05% -20,072 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,535 shares; 2025Q1: 8,521 shares; 2025Q2: 8,267 shares; 2025Q3: 8,404 shares; 2025Q4: 7,882 shares; 2026Q1: 7,883 shares 7,883 $892K 0.05% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 3,395 shares; 2025Q1: 2,532 shares; 2025Q2: 2,301 shares; 2025Q3: 2,445 shares; 2025Q4: 2,343 shares; 2026Q1: 2,343 shares 2,343 $871K 0.05% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,080 shares; 2024Q4: 121,935 shares; 2025Q1: 29,271 shares; 2025Q2: 27,150 shares; 2025Q3: 27,267 shares; 2025Q4: 25,060 shares; 2026Q1: 23,075 shares 23,075 $850K 0.05% -1,985 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; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 10,133 shares; 2025Q1: 10,149 shares; 2025Q2: 9,991 shares; 2025Q3: 10,581 shares; 2025Q4: 10,453 shares; 2026Q1: 11,110 shares 11,110 $845K 0.05% +657 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,662 shares; 2024Q4: 37,083 shares; 2025Q1: 32,303 shares; 2025Q2: 29,753 shares; 2025Q3: 28,255 shares; 2025Q4: 19,652 shares; 2026Q1: 15,761 shares 15,761 $828K 0.05% -3,891 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; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 3,602 shares; 2025Q1: 3,547 shares; 2025Q2: 3,144 shares; 2025Q3: 2,866 shares; 2025Q4: 2,378 shares; 2026Q1: 1,641 shares 1,641 $807K 0.05% -737 Timeline RSPM 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; 2024Q2: restricted; 2024Q3: 26,047 shares; 2024Q4: 24,264 shares; 2025Q1: 22,608 shares; 2025Q2: 21,848 shares; 2025Q3: 21,848 shares; 2025Q4: 21,324 shares; 2026Q1: 20,739 shares 20,739 $802K 0.05% -585 Timeline DMAR 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; 2024Q2: restricted; 2024Q3: 18,730 shares; 2024Q4: 18,730 shares; 2025Q1: 18,730 shares; 2025Q2: 18,730 shares; 2025Q3: 18,730 shares; 2025Q4: 18,730 shares; 2026Q1: 18,730 shares 18,730 $794K 0.05% 0 Timeline FAUG 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; 2024Q2: restricted; 2024Q3: 14,349 shares; 2024Q4: 14,349 shares; 2025Q1: 14,349 shares; 2025Q2: 14,349 shares; 2025Q3: 15,038 shares; 2025Q4: 15,038 shares; 2026Q1: 15,038 shares 15,038 $779K 0.04% 0 Timeline DSEP 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; 2024Q2: restricted; 2024Q3: 16,934 shares; 2024Q4: 16,934 shares; 2025Q1: 16,934 shares; 2025Q2: 16,934 shares; 2025Q3: 16,934 shares; 2025Q4: 16,934 shares; 2026Q1: 16,934 shares 16,934 $744K 0.04% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,022 shares; 2024Q4: 212,797 shares; 2025Q1: 47,269 shares; 2025Q2: 30,133 shares; 2025Q3: 26,064 shares; 2025Q4: 18,976 shares; 2026Q1: 15,240 shares 15,240 $739K 0.04% -3,736 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,949 shares; 2024Q4: 6,949 shares; 2025Q1: 6,887 shares; 2025Q2: 6,452 shares; 2025Q3: 6,452 shares; 2025Q4: 6,452 shares; 2026Q1: 6,452 shares 6,452 $738K 0.04% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,481 shares; 2025Q4: 3,473 shares; 2026Q1: 3,475 shares 3,475 $737K 0.04% +2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,081 shares; 2025Q1: 4,267 shares; 2025Q2: 4,058 shares; 2025Q3: 3,452 shares; 2025Q4: 3,447 shares; 2026Q1: 3,745 shares 3,745 $722K 0.04% +298 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,643 shares; 2024Q4: 14,193 shares; 2025Q1: 14,193 shares; 2025Q2: 12,683 shares; 2025Q3: 12,683 shares; 2025Q4: 12,683 shares; 2026Q1: 12,683 shares 12,683 $720K 0.04% 0 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; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 0 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; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 14,844 shares; 2025Q1: 13,471 shares; 2025Q2: 13,240 shares; 2025Q3: 13,558 shares; 2025Q4: 13,340 shares; 2026Q1: 12,990 shares 12,990 $702K 0.04% -350 Timeline FJUL 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; 2024Q2: restricted; 2024Q3: 14,454 shares; 2024Q4: 11,438 shares; 2025Q1: 11,438 shares; 2025Q2: 11,438 shares; 2025Q3: 12,756 shares; 2025Q4: 12,756 shares; 2026Q1: 12,756 shares 12,756 $698K 0.04% 0 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; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,699 shares; 2025Q1: 2,699 shares; 2025Q2: 2,699 shares; 2025Q3: 2,699 shares; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares 2,699 $685K 0.04% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,377 shares; 2026Q1: 25,661 shares 25,661 $672K 0.04% +7,284 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 25,876 shares; 2025Q1: 29,876 shares; 2025Q2: 29,876 shares; 2025Q3: 29,877 shares; 2025Q4: 29,879 shares; 2026Q1: 25,877 shares 25,877 $643K 0.04% -4,002 Timeline RSPG 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,814 shares; 2025Q3: 7,767 shares; 2025Q4: 6,042 shares; 2026Q1: 5,861 shares 5,861 $642K 0.04% -181 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,291 shares; 2025Q1: 4,080 shares; 2025Q2: 3,450 shares; 2025Q3: 3,422 shares; 2025Q4: 3,400 shares; 2026Q1: 3,381 shares 3,381 $641K 0.04% -19 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; 2024Q2: restricted; 2024Q3: 16,163 shares; 2024Q4: 46,161 shares; 2025Q1: 42,375 shares; 2025Q2: 42,351 shares; 2025Q3: 34,586 shares; 2025Q4: 24,725 shares; 2026Q1: 24,738 shares 24,738 $634K 0.04% +13 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,424 shares; 2025Q1: 4,438 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 6,249 shares; 2026Q1: 4,792 shares 4,792 $628K 0.04% -1,457 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 6,292 shares; 2025Q1: 9,620 shares; 2025Q2: 9,620 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares; 2026Q1: 11,059 shares 11,059 $618K 0.04% +514 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,364 shares; 2024Q4: 22,214 shares; 2025Q1: 13,722 shares; 2025Q2: 14,109 shares; 2025Q3: 15,320 shares; 2025Q4: 15,321 shares; 2026Q1: 14,943 shares 14,943 $613K 0.04% -378 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 3,807 shares; 2025Q1: 3,720 shares; 2025Q2: 3,672 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares; 2026Q1: 3,653 shares 3,653 $605K 0.03% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,503 shares; 2025Q4: 8,381 shares; 2026Q1: 12,823 shares 12,823 $599K 0.03% +4,442 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,430 shares; 2025Q1: 4,340 shares; 2025Q2: 4,300 shares; 2025Q3: 4,283 shares; 2025Q4: 4,125 shares; 2026Q1: 4,108 shares 4,108 $584K 0.03% -17 Timeline FJAN 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; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 7,908 shares; 2025Q1: 7,908 shares; 2025Q2: 7,908 shares; 2025Q3: 7,908 shares; 2025Q4: 7,908 shares; 2026Q1: 11,145 shares 11,145 $562K 0.03% +3,237 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,331 shares; 2025Q1: 7,557 shares; 2025Q2: 7,553 shares; 2025Q3: 8,049 shares; 2025Q4: 6,427 shares; 2026Q1: 6,667 shares 6,667 $558K 0.03% +240 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,840 shares; 2024Q4: 20,952 shares; 2025Q1: 20,118 shares; 2025Q2: 20,092 shares; 2025Q3: 20,065 shares; 2025Q4: 15,717 shares; 2026Q1: 9,390 shares 9,390 $556K 0.03% -6,327 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 31,514 shares; 2025Q1: 27,150 shares; 2025Q2: 24,570 shares; 2025Q3: 24,314 shares; 2025Q4: 16,402 shares; 2026Q1: 12,183 shares 12,183 $552K 0.03% -4,219 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,829 shares; 2025Q4: 3,717 shares; 2026Q1: 3,717 shares 3,717 $544K 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 966 shares; 2025Q2: 908 shares; 2025Q3: 981 shares; 2025Q4: 2,425 shares; 2026Q1: 2,238 shares 2,238 $543K 0.03% -187 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,402 shares; 2024Q4: 174,379 shares; 2025Q1: 24,491 shares; 2025Q2: 11,268 shares; 2025Q3: 5,728 shares; 2025Q4: 5,458 shares; 2026Q1: 5,070 shares 5,070 $538K 0.03% -388 Timeline BUFD 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; 2024Q2: restricted; 2024Q3: 21,912 shares; 2024Q4: 21,637 shares; 2025Q1: 21,637 shares; 2025Q2: 21,637 shares; 2025Q3: 18,720 shares; 2025Q4: 18,720 shares; 2026Q1: 18,720 shares 18,720 $524K 0.03% 0 Timeline JUNM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,098 shares; 2025Q3: 15,098 shares; 2025Q4: 15,098 shares; 2026Q1: 15,098 shares 15,098 $518K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares 2,206 $516K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,229 shares; 2025Q1: 2,230 shares; 2025Q2: 2,714 shares; 2025Q3: 2,717 shares; 2025Q4: 2,584 shares; 2026Q1: 3,143 shares 3,143 $508K 0.03% +559 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,338 shares; 2025Q4: 3,810 shares; 2026Q1: 3,817 shares 3,817 $501K 0.03% +7 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; 2024Q2: restricted; 2024Q3: 21,090 shares; 2024Q4: 20,304 shares; 2025Q1: 20,207 shares; 2025Q2: 19,642 shares; 2025Q3: 19,988 shares; 2025Q4: 19,513 shares; 2026Q1: 17,119 shares 17,119 $496K 0.03% -2,394 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; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,668 shares; 2025Q1: 5,670 shares; 2025Q2: 5,673 shares; 2025Q3: 5,627 shares; 2025Q4: 4,812 shares; 2026Q1: 5,054 shares 5,054 $495K 0.03% +242 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,093 shares; 2025Q1: 7,093 shares; 2025Q2: 7,121 shares; 2025Q3: 7,121 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares 7,071 $482K 0.03% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,824 shares; 2024Q4: 17,509 shares; 2025Q1: 23,692 shares; 2025Q2: 22,844 shares; 2025Q3: 22,645 shares; 2025Q4: 19,395 shares; 2026Q1: 10,298 shares 10,298 $467K 0.03% -9,097 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 311 shares; 2025Q3: 314 shares; 2025Q4: 311 shares; 2026Q1: 312 shares 312 $459K 0.03% +1 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; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,763 shares; 2025Q1: 5,203 shares; 2025Q2: 4,761 shares; 2025Q3: 4,861 shares; 2025Q4: 4,994 shares; 2026Q1: 3,494 shares 3,494 $457K 0.03% -1,500 Timeline GJAN 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 8,280 shares; 2026Q1: 10,615 shares 10,615 $445K 0.03% +2,335 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,514 shares; 2025Q1: 4,812 shares; 2025Q2: 5,057 shares; 2025Q3: 4,571 shares; 2025Q4: 4,576 shares; 2026Q1: 4,560 shares 4,560 $440K 0.03% -16 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares 9,800 $434K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,558 shares 1,558 $433K 0.02% new 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; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,138 shares; 2025Q1: 3,127 shares; 2025Q2: 3,127 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $432K 0.02% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,096 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 1,755 shares; 2026Q1: 1,727 shares 1,727 $430K 0.02% -28 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,550 shares; 2025Q1: 1,617 shares; 2025Q2: 1,589 shares; 2025Q3: 1,484 shares; 2025Q4: 1,263 shares; 2026Q1: 1,264 shares 1,264 $415K 0.02% +1 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,008 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $397K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 21,641 shares; 2024Q4: 22,056 shares; 2025Q1: 18,868 shares; 2025Q2: 18,365 shares; 2025Q3: 16,268 shares; 2025Q4: 14,539 shares; 2026Q1: 13,576 shares 13,576 $390K 0.02% -963 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; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 6,400 shares; 2025Q1: 7,316 shares; 2025Q2: 7,370 shares; 2025Q3: 7,740 shares; 2025Q4: 7,732 shares; 2026Q1: 4,933 shares 4,933 $383K 0.02% -2,799 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,216 shares; 2025Q1: 3,162 shares; 2025Q2: 3,027 shares; 2025Q3: 2,963 shares; 2025Q4: 2,669 shares; 2026Q1: 2,616 shares 2,616 $381K 0.02% -53 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,047 shares; 2025Q2: 8,047 shares; 2025Q3: 8,047 shares; 2025Q4: 8,047 shares; 2026Q1: 8,047 shares 8,047 $381K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,410 shares; 2024Q4: 19,352 shares; 2025Q1: 19,657 shares; 2025Q2: 12,493 shares; 2025Q3: 12,538 shares; 2025Q4: 8,247 shares; 2026Q1: 8,266 shares 8,266 $380K 0.02% +19 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,734 shares; 2024Q4: 4,009 shares; 2025Q1: 4,012 shares; 2025Q2: 4,015 shares; 2025Q3: 4,018 shares; 2025Q4: 4,022 shares; 2026Q1: 4,026 shares 4,026 $373K 0.02% +4 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,473 shares; 2024Q4: 12,945 shares; 2025Q1: 10,351 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 8,748 shares; 2026Q1: 8,727 shares 8,727 $371K 0.02% -21 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 9,258 shares; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares; 2025Q4: 7,918 shares; 2026Q1: 7,918 shares 7,918 $369K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 3,957 shares; 2025Q1: 3,634 shares; 2025Q2: 3,634 shares; 2025Q3: 3,641 shares; 2025Q4: 6,071 shares; 2026Q1: 6,101 shares 6,101 $363K 0.02% +30 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,653 shares; 2025Q3: 1,672 shares; 2025Q4: 1,425 shares; 2026Q1: 1,429 shares 1,429 $358K 0.02% +4 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,571 shares; 2024Q4: 16,052 shares; 2025Q1: 6,743 shares; 2025Q2: 5,954 shares; 2025Q3: 3,768 shares; 2025Q4: 3,687 shares; 2026Q1: 3,355 shares 3,355 $357K 0.02% -332 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; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,220 shares; 2025Q1: 1,202 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,213 shares 1,213 $348K 0.02% +92 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares 2,397 $343K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 640 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,052 shares 1,052 $337K 0.02% -75 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; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 4,595 shares; 2025Q3: 4,553 shares; 2025Q4: 4,192 shares; 2026Q1: 4,192 shares 4,192 $331K 0.02% 0 Timeline GJUL 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,727 shares; 2026Q1: 8,062 shares 8,062 $329K 0.02% +335 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; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 2,707 shares; 2025Q1: 2,715 shares; 2025Q2: 2,701 shares; 2025Q3: 2,703 shares; 2025Q4: 2,706 shares; 2026Q1: 2,709 shares 2,709 $327K 0.02% +3 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares 2,226 $325K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,714 shares; 2025Q1: 2,964 shares; 2025Q2: 2,714 shares; 2025Q3: 2,714 shares; 2025Q4: 2,714 shares; 2026Q1: 2,652 shares 2,652 $321K 0.02% -62 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,084 shares 1,084 $316K 0.02% -309 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 567 shares; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 557 shares; 2025Q4: 550 shares; 2026Q1: 750 shares 750 $313K 0.02% +200 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 2,688 shares; 2026Q1: 2,688 shares 2,688 $311K 0.02% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,497 shares; 2024Q4: 7,235 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares; 2026Q1: 5,498 shares 5,498 $303K 0.02% -87 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: 9,301 shares; 2025Q1: 9,806 shares; 2025Q2: 9,997 shares; 2025Q3: 9,754 shares; 2025Q4: 8,675 shares; 2026Q1: 6,405 shares 6,405 $301K 0.02% -2,270 Timeline PXF 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,498 shares; 2026Q1: 4,272 shares 4,272 $299K 0.02% -226 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,816 shares; 2025Q4: 2,854 shares; 2026Q1: 2,870 shares 2,870 $289K 0.02% +16 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares; 2026Q1: 4,020 shares 4,020 $288K 0.02% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares 2,835 $283K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 21,443 shares; 2024Q4: 18,992 shares; 2025Q1: 18,372 shares; 2025Q2: 6,160 shares; 2025Q3: 5,982 shares; 2025Q4: 3,853 shares; 2026Q1: 3,733 shares 3,733 $281K 0.02% -120 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,899 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares 1,835 $278K 0.02% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,189 shares; 2024Q4: 244,280 shares; 2025Q1: 31,336 shares; 2025Q2: 24,074 shares; 2025Q3: 21,680 shares; 2025Q4: 22,709 shares; 2026Q1: 5,237 shares 5,237 $272K 0.02% -17,472 Timeline DAUG 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; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares 6,080 $265K 0.02% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,820 shares; 2026Q1: 2,821 shares 2,821 $264K 0.02% +1 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,523 shares; 2025Q1: 1,351 shares; 2025Q2: 1,272 shares; 2025Q3: 1,227 shares; 2025Q4: 1,311 shares; 2026Q1: 751 shares 751 $264K 0.02% -560 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,595 shares; 2026Q1: 2,451 shares 2,451 $260K 0.02% -1,144 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,147 shares 1,147 $259K 0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,987 shares; 2024Q4: 3,973 shares; 2025Q1: 3,972 shares; 2025Q2: 3,798 shares; 2025Q3: 3,804 shares; 2025Q4: 3,808 shares; 2026Q1: 3,823 shares 3,823 $257K 0.01% +15 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; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,975 shares; 2025Q1: 2,108 shares; 2025Q2: 2,036 shares; 2025Q3: 2,050 shares; 2025Q4: 2,052 shares; 2026Q1: 1,539 shares 1,539 $255K 0.01% -513 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,717 shares; 2025Q3: 1,727 shares; 2025Q4: 1,726 shares; 2026Q1: 1,708 shares 1,708 $250K 0.01% -18 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares 1,848 $249K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 423 shares; 2025Q2: 413 shares; 2025Q3: 414 shares; 2025Q4: 418 shares; 2026Q1: 258 shares 258 $248K 0.01% -160 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193 $248K 0.01% new 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; 2024Q2: restricted; 2024Q3: 12,855 shares; 2024Q4: 12,483 shares; 2025Q1: 10,747 shares; 2025Q2: 15,489 shares; 2025Q3: 15,065 shares; 2025Q4: 8,576 shares; 2026Q1: 7,506 shares 7,506 $247K 0.01% -1,070 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; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,634 shares; 2025Q1: 4,634 shares; 2025Q2: 4,679 shares; 2025Q3: 4,683 shares; 2025Q4: 4,683 shares; 2026Q1: 2,880 shares 2,880 $245K 0.01% -1,803 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 1,912 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,827 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares 1,711 $244K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,923 shares; 2025Q1: 3,004 shares; 2025Q2: 3,004 shares; 2025Q3: 3,004 shares; 2025Q4: 2,909 shares; 2026Q1: 1,273 shares 1,273 $241K 0.01% -1,636 Timeline BUFQ 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,639 shares; 2026Q1: 6,753 shares 6,753 $239K 0.01% +114 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,992 shares; 2024Q4: 6,109 shares; 2025Q1: 6,109 shares; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 5,224 shares; 2026Q1: 5,013 shares 5,013 $237K 0.01% -211 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,349 shares; 2024Q4: 34,930 shares; 2025Q1: 15,160 shares; 2025Q2: 13,077 shares; 2025Q3: 12,642 shares; 2025Q4: 11,536 shares; 2026Q1: 6,670 shares 6,670 $236K 0.01% -4,866 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; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 6,335 shares; 2025Q1: 4,365 shares; 2025Q2: 3,563 shares; 2025Q3: 2,970 shares; 2025Q4: 2,938 shares; 2026Q1: 2,971 shares 2,971 $236K 0.01% +33 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; 2024Q2: restricted; 2024Q3: 19,286 shares; 2024Q4: 19,081 shares; 2025Q1: 19,576 shares; 2025Q2: 18,893 shares; 2025Q3: 1,724 shares; 2025Q4: 1,171 shares; 2026Q1: 867 shares 867 $235K 0.01% -304 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; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 778 shares; 2025Q1: 785 shares; 2025Q2: 779 shares; 2025Q3: 780 shares; 2025Q4: 782 shares; 2026Q1: 782 shares 782 $234K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,177 shares; 2025Q4: not reported; 2026Q1: 5,262 shares 5,262 $232K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,996 shares; 2025Q1: 4,840 shares; 2025Q2: 4,950 shares; 2025Q3: 4,954 shares; 2025Q4: 4,781 shares; 2026Q1: 2,013 shares 2,013 $231K 0.01% -2,768 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,364 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 3,616 shares; 2026Q1: 3,410 shares 3,410 $229K 0.01% -206 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,779 shares; 2025Q2: 1,788 shares; 2025Q3: 1,828 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares 1,811 $227K 0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,661 shares; 2025Q4: 2,837 shares; 2026Q1: 2,923 shares 2,923 $225K 0.01% +86 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,938 shares; 2024Q4: 11,938 shares; 2025Q1: 12,190 shares; 2025Q2: 12,190 shares; 2025Q3: 12,190 shares; 2025Q4: 12,133 shares; 2026Q1: 12,133 shares 12,133 $222K 0.01% 0 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $220K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,134 shares; 2025Q1: 2,217 shares; 2025Q2: 2,092 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,803 shares 1,803 $218K 0.01% new Timeline IPKW 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,877 shares; 2025Q4: 3,877 shares; 2026Q1: 3,877 shares 3,877 $218K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,827 shares; 2026Q1: 1,467 shares 1,467 $217K 0.01% -360 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares 1,867 $209K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,012 shares; 2025Q4: 12,013 shares; 2026Q1: 12,013 shares 12,013 $208K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,574 shares; 2026Q1: 1,575 shares 1,575 $208K 0.01% +1 Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,892 shares 30,892 $116K 0.01% new Timeline SNOA SONOMA PHARMACEUTICALS INC More: the full row for SONOMA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,193 shares; 2026Q1: 11,193 shares 11,193 $23.8K <0.01% 0 Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $16.3K <0.01% 0 Timeline