SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,559,504 shares; 2024Q4: 7,571,579 shares; 2025Q1: 7,167,986 shares; 2025Q2: 5,775,966 shares; 2025Q3: 5,944,567 shares; 2025Q4: 6,123,760 shares 6,123,760 $491M 4.81% +179,193 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,539,338 shares; 2024Q4: 7,715,329 shares; 2025Q1: 7,704,818 shares; 2025Q2: 6,718,717 shares; 2025Q3: 6,667,205 shares; 2025Q4: 6,860,453 shares 6,860,453 $319M 3.13% +193,248 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649,548 shares; 2024Q4: 3,627,756 shares; 2025Q1: 3,655,302 shares; 2025Q2: 3,559,166 shares; 2025Q3: 4,165,601 shares; 2025Q4: 4,300,287 shares 4,300,287 $262M 2.56% +134,686 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158,425 shares; 2024Q4: 8,219,837 shares; 2025Q1: 8,301,684 shares; 2025Q2: 7,265,280 shares; 2025Q3: 7,393,016 shares; 2025Q4: 7,168,249 shares 7,168,249 $234M 2.29% -224,767 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,878 shares; 2024Q4: 442,029 shares; 2025Q1: 660,120 shares; 2025Q2: 688,175 shares; 2025Q3: 718,063 shares; 2025Q4: 989,897 shares 989,897 $210M 2.06% +271,834 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531,792 shares; 2024Q4: 3,138,227 shares; 2025Q1: 3,529,903 shares; 2025Q2: 3,767,059 shares; 2025Q3: 3,994,457 shares; 2025Q4: 4,339,915 shares 4,339,915 $203M 1.99% +345,458 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,267 shares; 2024Q4: 127,307 shares; 2025Q1: 272,016 shares; 2025Q2: 352,669 shares; 2025Q3: 542,764 shares; 2025Q4: 556,996 shares 556,996 $191M 1.87% +14,232 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,240 shares; 2024Q4: 309,232 shares; 2025Q1: 302,983 shares; 2025Q2: 295,594 shares; 2025Q3: 295,680 shares; 2025Q4: 289,976 shares 289,976 $182M 1.78% -5,704 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,324 shares; 2024Q4: 210,234 shares; 2025Q1: 208,118 shares; 2025Q2: 220,173 shares; 2025Q3: 269,909 shares; 2025Q4: 2,245,195 shares 2,245,195 $173M 1.69% +1,975,286 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391,290 shares; 2024Q4: 2,712,839 shares; 2025Q1: 2,917,879 shares; 2025Q2: 3,068,288 shares; 2025Q3: 3,235,923 shares; 2025Q4: 3,557,393 shares 3,557,393 $171M 1.67% +321,470 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,330 shares; 2024Q4: 650,497 shares; 2025Q1: 635,261 shares; 2025Q2: 584,293 shares; 2025Q3: 596,489 shares; 2025Q4: 598,915 shares 598,915 $163M 1.6% +2,426 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136,038 shares; 2024Q4: 3,262,620 shares; 2025Q1: 3,610,733 shares; 2025Q2: 3,523,004 shares; 2025Q3: 3,604,495 shares; 2025Q4: 3,939,898 shares 3,939,898 $156M 1.53% +335,403 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642,972 shares; 2024Q4: 1,684,673 shares; 2025Q1: 1,546,538 shares; 2025Q2: 1,543,909 shares; 2025Q3: 1,583,829 shares; 2025Q4: 1,635,774 shares 1,635,774 $156M 1.53% +51,945 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,870 shares; 2024Q4: 1,154,236 shares; 2025Q1: 1,269,371 shares; 2025Q2: 1,329,244 shares; 2025Q3: 1,432,496 shares; 2025Q4: 1,552,324 shares 1,552,324 $144M 1.42% +119,828 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,859 shares; 2024Q4: 218,432 shares; 2025Q1: 212,110 shares; 2025Q2: 215,681 shares; 2025Q3: 219,553 shares; 2025Q4: 208,317 shares 208,317 $143M 1.4% -11,236 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429,125 shares; 2024Q4: 2,634,017 shares; 2025Q1: 2,686,620 shares; 2025Q2: 2,712,518 shares; 2025Q3: 2,892,273 shares; 2025Q4: 3,229,584 shares 3,229,584 $137M 1.35% +337,311 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584,467 shares; 2024Q4: 2,401,537 shares; 2025Q1: 1,808,968 shares; 2025Q2: 2,479,502 shares; 2025Q3: 2,197,977 shares; 2025Q4: 1,899,685 shares 1,899,685 $136M 1.33% -298,292 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077,455 shares; 2024Q4: 1,046,851 shares; 2025Q1: 1,156,581 shares; 2025Q2: 1,103,395 shares; 2025Q3: 1,034,433 shares; 2025Q4: 650,190 shares 650,190 $129M 1.27% -384,243 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,484 shares; 2024Q4: 257,504 shares; 2025Q1: 260,212 shares; 2025Q2: 248,111 shares; 2025Q3: 247,662 shares; 2025Q4: 257,812 shares 257,812 $125M 1.22% +10,150 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,462 shares; 2024Q4: 836,425 shares; 2025Q1: 1,232,313 shares; 2025Q2: 1,129,678 shares; 2025Q3: 1,362,418 shares; 2025Q4: 1,358,533 shares 1,358,533 $110M 1.08% -3,885 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427,194 shares; 2024Q4: 2,528,496 shares; 2025Q1: 2,523,946 shares; 2025Q2: 2,585,003 shares; 2025Q3: 2,663,857 shares; 2025Q4: 2,707,178 shares 2,707,178 $103M 1.01% +43,321 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,256 shares; 2024Q4: 386,933 shares; 2025Q1: 394,972 shares; 2025Q2: 533,752 shares; 2025Q3: 563,208 shares; 2025Q4: 549,743 shares 549,743 $103M 1% -13,465 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,167 shares; 2024Q4: 299,424 shares; 2025Q1: 296,646 shares; 2025Q2: 268,537 shares; 2025Q3: 270,886 shares; 2025Q4: 402,995 shares 402,995 $101M 0.99% +132,109 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,989 shares; 2024Q4: 1,618,847 shares; 2025Q1: 1,727,712 shares; 2025Q2: 1,864,210 shares; 2025Q3: 1,853,343 shares; 2025Q4: 1,930,327 shares 1,930,327 $97.1M 0.95% +76,984 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,097 shares; 2024Q4: 761,162 shares; 2025Q1: 763,649 shares; 2025Q2: 694,413 shares; 2025Q3: 676,832 shares; 2025Q4: 650,625 shares 650,625 $86.1M 0.84% -26,207 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,380 shares; 2024Q4: 797,590 shares; 2025Q1: 670,962 shares; 2025Q2: 647,233 shares; 2025Q3: 747,406 shares; 2025Q4: 773,469 shares 773,469 $82.8M 0.81% +26,063 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,440 shares; 2024Q4: 337,142 shares; 2025Q1: 324,954 shares; 2025Q2: 330,042 shares; 2025Q3: 326,030 shares; 2025Q4: 334,811 shares 334,811 $77.3M 0.76% +8,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,965 shares; 2024Q4: 491,458 shares; 2025Q1: 500,516 shares; 2025Q2: 517,714 shares; 2025Q3: 516,290 shares; 2025Q4: 529,316 shares 529,316 $74.7M 0.73% +13,026 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164,059 shares; 2024Q4: 1,149,114 shares; 2025Q1: 1,171,526 shares; 2025Q2: 1,177,584 shares; 2025Q3: 1,354,698 shares; 2025Q4: 1,411,058 shares 1,411,058 $74.5M 0.73% +56,360 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150,453 shares; 2025Q3: 2,112,531 shares; 2025Q4: 2,230,296 shares 2,230,296 $74.3M 0.73% +117,765 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654,617 shares; 2024Q4: 4,245,657 shares; 2025Q1: 3,931,666 shares; 2025Q2: 3,649,356 shares; 2025Q3: 3,319,285 shares; 2025Q4: 3,117,962 shares 3,117,962 $72.9M 0.71% -201,323 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,418,492 shares; 2025Q2: 1,738,891 shares; 2025Q3: 1,830,103 shares; 2025Q4: 1,550,026 shares 1,550,026 $71.6M 0.7% -280,077 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769,086 shares; 2024Q4: 781,251 shares; 2025Q1: 796,103 shares; 2025Q2: 792,147 shares; 2025Q3: 789,012 shares; 2025Q4: 796,404 shares 796,404 $71.2M 0.7% +7,392 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687,423 shares; 2024Q4: 1,843,645 shares; 2025Q1: 1,895,937 shares; 2025Q2: 1,912,479 shares; 2025Q3: 1,928,952 shares; 2025Q4: 2,047,476 shares 2,047,476 $70.6M 0.69% +118,524 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,830 shares; 2024Q4: 194,228 shares; 2025Q1: 180,813 shares; 2025Q2: 180,110 shares; 2025Q3: 200,532 shares; 2025Q4: 192,215 shares 192,215 $64.4M 0.63% -8,317 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,488 shares; 2024Q4: 250,793 shares; 2025Q1: 238,283 shares; 2025Q2: 205,530 shares; 2025Q3: 203,559 shares; 2025Q4: 204,664 shares 204,664 $64.1M 0.63% +1,105 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328,306 shares; 2025Q3: 766,290 shares; 2025Q4: 1,121,664 shares 1,121,664 $61.5M 0.6% +355,374 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,603 shares; 2024Q4: 772,214 shares; 2025Q1: 749,717 shares; 2025Q2: 580,538 shares; 2025Q3: 506,334 shares; 2025Q4: 487,973 shares 487,973 $54.5M 0.53% -18,361 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,156 shares; 2024Q4: 87,688 shares; 2025Q1: 86,978 shares; 2025Q2: 1,107,322 shares; 2025Q3: 1,120,034 shares; 2025Q4: 1,089,671 shares 1,089,671 $52.7M 0.52% -30,363 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,484 shares; 2024Q4: 666,851 shares; 2025Q1: 603,279 shares; 2025Q2: 551,715 shares; 2025Q3: 510,535 shares; 2025Q4: 466,619 shares 466,619 $48.3M 0.47% -43,916 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,040 shares; 2024Q4: 552,826 shares; 2025Q1: 494,233 shares; 2025Q2: 442,922 shares; 2025Q3: 420,999 shares; 2025Q4: 381,331 shares 381,331 $47M 0.46% -39,668 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,520 shares; 2024Q4: 503,275 shares; 2025Q1: 518,603 shares; 2025Q2: 517,188 shares; 2025Q3: 511,036 shares; 2025Q4: 509,361 shares 509,361 $45.6M 0.45% -1,675 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 759,985 shares; 2025Q3: 902,882 shares; 2025Q4: 877,336 shares 877,336 $44.8M 0.44% -25,546 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714,361 shares; 2024Q4: 657,463 shares; 2025Q1: 656,978 shares; 2025Q2: 588,846 shares; 2025Q3: 299,547 shares; 2025Q4: 223,700 shares 223,700 $44.7M 0.44% -75,847 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322,512 shares; 2025Q3: 779,233 shares; 2025Q4: 1,217,279 shares 1,217,279 $44.5M 0.44% +438,046 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,451 shares; 2024Q4: 356,453 shares; 2025Q1: 378,114 shares; 2025Q2: 370,384 shares; 2025Q3: 540,637 shares; 2025Q4: 577,158 shares 577,158 $42.8M 0.42% +36,521 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879,278 shares; 2024Q4: 935,949 shares; 2025Q1: 946,520 shares; 2025Q2: 1,010,547 shares; 2025Q3: 1,001,822 shares; 2025Q4: 993,660 shares 993,660 $42.7M 0.42% -8,162 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,453 shares; 2024Q4: 62,089 shares; 2025Q1: 57,359 shares; 2025Q2: 64,154 shares; 2025Q3: 61,760 shares; 2025Q4: 57,698 shares 57,698 $39.3M 0.39% -4,062 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,705 shares; 2024Q4: 744,752 shares; 2025Q1: 755,731 shares; 2025Q2: 757,588 shares; 2025Q3: 703,963 shares; 2025Q4: 702,670 shares 702,670 $38.5M 0.38% -1,293 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,040 shares; 2024Q4: 807,388 shares; 2025Q1: 743,064 shares; 2025Q2: 537,465 shares; 2025Q3: 476,659 shares; 2025Q4: 455,341 shares 455,341 $37.5M 0.37% -21,318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,859 shares; 2024Q4: 588,153 shares; 2025Q1: 803,154 shares; 2025Q2: 888,534 shares; 2025Q3: 1,007,054 shares; 2025Q4: 1,370,816 shares 1,370,816 $36.6M 0.36% +363,762 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,738 shares; 2024Q4: 143,817 shares; 2025Q1: 134,427 shares; 2025Q2: 111,395 shares; 2025Q3: 110,277 shares; 2025Q4: 112,865 shares 112,865 $36.4M 0.36% +2,588 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308,301 shares; 2024Q4: 1,188,598 shares; 2025Q1: 1,115,004 shares; 2025Q2: 1,008,565 shares; 2025Q3: 980,403 shares; 2025Q4: 942,832 shares 942,832 $35.9M 0.35% -37,571 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,603 shares; 2024Q4: 252,171 shares; 2025Q1: 304,846 shares; 2025Q2: 430,932 shares; 2025Q3: 432,441 shares; 2025Q4: 482,892 shares 482,892 $35.6M 0.35% +50,451 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,931 shares; 2025Q2: 4,748 shares; 2025Q3: 503,071 shares; 2025Q4: 548,690 shares 548,690 $35.5M 0.35% +45,619 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,770 shares; 2024Q4: 979,484 shares; 2025Q1: 1,026,009 shares; 2025Q2: 1,008,797 shares; 2025Q3: 1,008,134 shares; 2025Q4: 1,064,286 shares 1,064,286 $35.2M 0.35% +56,152 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,689 shares; 2024Q4: 1,881,300 shares; 2025Q1: 1,609,493 shares; 2025Q2: 1,513,108 shares; 2025Q3: 1,380,946 shares; 2025Q4: 1,332,291 shares 1,332,291 $34.9M 0.34% -48,655 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,289 shares; 2024Q4: 318,168 shares; 2025Q1: 363,662 shares; 2025Q2: 370,962 shares; 2025Q3: 321,909 shares; 2025Q4: 356,236 shares 356,236 $34.9M 0.34% +34,327 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,152 shares; 2024Q4: 281,554 shares; 2025Q1: 286,924 shares; 2025Q2: 291,717 shares; 2025Q3: 292,529 shares; 2025Q4: 286,617 shares 286,617 $34.2M 0.34% -5,912 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,683 shares; 2024Q4: 803,080 shares; 2025Q1: 854,312 shares; 2025Q2: 926,209 shares; 2025Q3: 977,983 shares; 2025Q4: 1,038,772 shares 1,038,772 $33.8M 0.33% +60,789 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,761 shares; 2024Q4: 98,284 shares; 2025Q1: 96,875 shares; 2025Q2: 92,969 shares; 2025Q3: 94,935 shares; 2025Q4: 97,544 shares 97,544 $33.8M 0.33% +2,609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,544 shares; 2024Q4: 46,953 shares; 2025Q1: 42,505 shares; 2025Q2: 68,928 shares; 2025Q3: 63,142 shares; 2025Q4: 54,424 shares 54,424 $33.4M 0.33% -8,718 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,226 shares; 2024Q4: 115,743 shares; 2025Q1: 110,587 shares; 2025Q2: 100,842 shares; 2025Q3: 97,941 shares; 2025Q4: 105,870 shares 105,870 $33.2M 0.33% +7,929 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,324 shares; 2024Q4: 531,433 shares; 2025Q1: 624,538 shares; 2025Q2: 731,608 shares; 2025Q3: 733,484 shares; 2025Q4: 714,592 shares 714,592 $32.6M 0.32% -18,892 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,270 shares; 2024Q4: 58,170 shares; 2025Q1: 58,906 shares; 2025Q2: 57,864 shares; 2025Q3: 64,459 shares; 2025Q4: 64,893 shares 64,893 $32.6M 0.32% +434 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190,920 shares; 2024Q4: 1,073,782 shares; 2025Q1: 939,074 shares; 2025Q2: 906,069 shares; 2025Q3: 934,431 shares; 2025Q4: 935,581 shares 935,581 $32M 0.31% +1,150 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282,439 shares; 2024Q4: 1,053,601 shares; 2025Q1: 953,639 shares; 2025Q2: 1,230,537 shares; 2025Q3: 926,426 shares; 2025Q4: 1,222,647 shares 1,222,647 $31.5M 0.31% +296,221 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,854 shares; 2024Q4: 1,518,690 shares; 2025Q1: 1,241,309 shares; 2025Q2: 1,155,974 shares; 2025Q3: 1,081,280 shares; 2025Q4: 1,041,603 shares 1,041,603 $30.8M 0.3% -39,677 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,832 shares; 2024Q4: 1,939,693 shares; 2025Q1: 1,591,429 shares; 2025Q2: 1,305,338 shares; 2025Q3: 1,272,856 shares; 2025Q4: 1,145,531 shares 1,145,531 $30.8M 0.3% -127,325 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,405 shares; 2024Q4: 350,188 shares; 2025Q1: 354,381 shares; 2025Q2: 338,756 shares; 2025Q3: 312,520 shares; 2025Q4: 319,616 shares 319,616 $30.8M 0.3% +7,096 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,953 shares; 2024Q4: 359,535 shares; 2025Q1: 350,114 shares; 2025Q2: 302,012 shares; 2025Q3: 327,083 shares; 2025Q4: 352,643 shares 352,643 $30.7M 0.3% +25,560 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328,055 shares; 2024Q4: 1,358,764 shares; 2025Q1: 2,404,443 shares; 2025Q2: 3,354,992 shares; 2025Q3: 3,728,325 shares; 2025Q4: 762,687 shares 762,687 $29.8M 0.29% -2,965,638 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,165 shares; 2024Q4: 436,357 shares; 2025Q1: 426,121 shares; 2025Q2: 553,919 shares; 2025Q3: 558,418 shares; 2025Q4: 578,623 shares 578,623 $29.6M 0.29% +20,205 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,384 shares; 2024Q4: 143,376 shares; 2025Q1: 143,719 shares; 2025Q2: 149,698 shares; 2025Q3: 148,415 shares; 2025Q4: 144,283 shares 144,283 $29.6M 0.29% -4,132 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,865 shares; 2024Q4: 512,101 shares; 2025Q1: 795,594 shares; 2025Q2: 779,889 shares; 2025Q3: 759,005 shares; 2025Q4: 732,336 shares 732,336 $28M 0.27% -26,669 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,015 shares; 2024Q4: 908,539 shares; 2025Q1: 891,552 shares; 2025Q2: 873,997 shares; 2025Q3: 867,408 shares; 2025Q4: 853,865 shares 853,865 $27.9M 0.27% -13,543 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,864 shares; 2024Q4: 542,909 shares; 2025Q1: 487,689 shares; 2025Q2: 513,959 shares; 2025Q3: 542,939 shares; 2025Q4: 527,737 shares 527,737 $27.9M 0.27% -15,202 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,820 shares; 2024Q4: 173,695 shares; 2025Q1: 180,698 shares; 2025Q2: 216,890 shares; 2025Q3: 254,681 shares; 2025Q4: 288,227 shares 288,227 $27.3M 0.27% +33,546 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,348 shares; 2024Q4: 94,709 shares; 2025Q1: 88,926 shares; 2025Q2: 87,866 shares; 2025Q3: 87,637 shares; 2025Q4: 91,888 shares 91,888 $26.7M 0.26% +4,251 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,613 shares; 2024Q4: 408,219 shares; 2025Q1: 371,112 shares; 2025Q2: 338,082 shares; 2025Q3: 321,465 shares; 2025Q4: 311,846 shares 311,846 $26.5M 0.26% -9,619 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,451 shares; 2024Q4: 473,749 shares; 2025Q1: 480,543 shares; 2025Q2: 480,547 shares; 2025Q3: 496,514 shares; 2025Q4: 488,914 shares 488,914 $24.7M 0.24% -7,600 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,196 shares; 2024Q4: 441,459 shares; 2025Q1: 306,682 shares; 2025Q2: 297,026 shares; 2025Q3: 306,263 shares; 2025Q4: 297,238 shares 297,238 $24.6M 0.24% -9,025 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,038 shares; 2024Q4: 303,916 shares; 2025Q1: 354,584 shares; 2025Q2: 316,214 shares; 2025Q3: 281,124 shares; 2025Q4: 361,067 shares 361,067 $24.3M 0.24% +79,943 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,452 shares; 2024Q4: 142,006 shares; 2025Q1: 136,918 shares; 2025Q2: 131,695 shares; 2025Q3: 128,169 shares; 2025Q4: 126,143 shares 126,143 $24.2M 0.24% -2,026 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,764 shares; 2024Q4: 51,929 shares; 2025Q1: 41,554 shares; 2025Q2: 43,062 shares; 2025Q3: 45,213 shares; 2025Q4: 48,578 shares 48,578 $23.7M 0.23% +3,365 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,396 shares; 2024Q4: 67,074 shares; 2025Q1: 64,178 shares; 2025Q2: 63,796 shares; 2025Q3: 62,440 shares; 2025Q4: 61,834 shares 61,834 $23.1M 0.23% -606 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,750 shares; 2024Q4: 26,761 shares; 2025Q1: not reported; 2025Q2: 165,610 shares; 2025Q3: 385,231 shares; 2025Q4: 500,664 shares 500,664 $23.1M 0.23% +115,433 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,997 shares; 2024Q4: 220,313 shares; 2025Q1: 207,506 shares; 2025Q2: 195,547 shares; 2025Q3: 196,709 shares; 2025Q4: 205,105 shares 205,105 $22.9M 0.22% +8,396 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,119 shares; 2024Q4: 215,625 shares; 2025Q1: 335,521 shares; 2025Q2: 453,820 shares; 2025Q3: 477,029 shares; 2025Q4: 479,928 shares 479,928 $22.6M 0.22% +2,899 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,468 shares; 2025Q3: 320,747 shares; 2025Q4: 490,766 shares 490,766 $22.4M 0.22% +170,019 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,412 shares; 2024Q4: 104,433 shares; 2025Q1: 101,481 shares; 2025Q2: 104,163 shares; 2025Q3: 103,040 shares; 2025Q4: 101,713 shares 101,713 $22.4M 0.22% -1,327 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,992 shares; 2024Q4: 280,995 shares; 2025Q1: 270,589 shares; 2025Q2: 253,435 shares; 2025Q3: 241,427 shares; 2025Q4: 234,598 shares 234,598 $22.1M 0.22% -6,829 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,243 shares; 2024Q4: 86,508 shares; 2025Q1: 87,424 shares; 2025Q2: 82,763 shares; 2025Q3: 82,246 shares; 2025Q4: 106,236 shares 106,236 $22M 0.22% +23,990 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,343 shares; 2024Q4: 35,156 shares; 2025Q1: 34,396 shares; 2025Q2: 34,874 shares; 2025Q3: 33,785 shares; 2025Q4: 32,903 shares 32,903 $21.7M 0.21% -882 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,011 shares; 2024Q4: 359,580 shares; 2025Q1: 511,821 shares; 2025Q2: 508,712 shares; 2025Q3: 495,750 shares; 2025Q4: 490,740 shares 490,740 $21.7M 0.21% -5,010 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,167 shares; 2024Q4: 494,952 shares; 2025Q1: 524,632 shares; 2025Q2: 523,891 shares; 2025Q3: 482,339 shares; 2025Q4: 486,433 shares 486,433 $21.4M 0.21% +4,094 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,236 shares; 2024Q4: 1,034,361 shares; 2025Q1: 831,404 shares; 2025Q2: 782,977 shares; 2025Q3: 743,962 shares; 2025Q4: 709,056 shares 709,056 $21.3M 0.21% -34,906 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,313 shares; 2024Q4: 715,248 shares; 2025Q1: 734,389 shares; 2025Q2: 746,798 shares; 2025Q3: 764,622 shares; 2025Q4: 802,414 shares 802,414 $21.2M 0.21% +37,792 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,064 shares; 2024Q4: 83,223 shares; 2025Q1: 89,733 shares; 2025Q2: 145,825 shares; 2025Q3: 222,136 shares; 2025Q4: 285,752 shares 285,752 $21.2M 0.21% +63,616 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255,594 shares; 2024Q4: 1,402,046 shares; 2025Q1: 824,066 shares; 2025Q2: 753,931 shares; 2025Q3: 194,570 shares; 2025Q4: 185,598 shares 185,598 $21.1M 0.21% -8,972 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,632 shares; 2024Q4: 391,634 shares; 2025Q1: 390,487 shares; 2025Q2: 375,772 shares; 2025Q3: 375,233 shares; 2025Q4: 319,309 shares 319,309 $21.1M 0.21% -55,924 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,429 shares; 2024Q4: 351,904 shares; 2025Q1: 350,046 shares; 2025Q2: 410,982 shares; 2025Q3: 403,996 shares; 2025Q4: 406,386 shares 406,386 $21M 0.21% +2,390 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,360 shares; 2024Q4: 134,360 shares; 2025Q1: 134,360 shares; 2025Q2: 134,360 shares; 2025Q3: 215,091 shares; 2025Q4: 422,678 shares 422,678 $21M 0.21% +207,587 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,270 shares; 2024Q4: 467,954 shares; 2025Q1: 679,237 shares; 2025Q2: 662,979 shares; 2025Q3: 636,248 shares; 2025Q4: 596,145 shares 596,145 $21M 0.21% -40,103 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,111 shares; 2024Q4: 241,177 shares; 2025Q1: 705,427 shares; 2025Q2: 591,461 shares; 2025Q3: 556,094 shares; 2025Q4: 534,357 shares 534,357 $20M 0.2% -21,737 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,909 shares; 2024Q4: 386,071 shares; 2025Q1: 449,646 shares; 2025Q2: 453,136 shares; 2025Q3: 485,385 shares; 2025Q4: 600,596 shares 600,596 $19.8M 0.19% +115,211 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,330 shares; 2024Q4: 37,276 shares; 2025Q1: 35,073 shares; 2025Q2: 35,619 shares; 2025Q3: 36,067 shares; 2025Q4: 43,140 shares 43,140 $19.4M 0.19% +7,073 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,701 shares; 2024Q4: 67,101 shares; 2025Q1: 64,295 shares; 2025Q2: 74,485 shares; 2025Q3: 73,559 shares; 2025Q4: 63,196 shares 63,196 $19.2M 0.19% -10,363 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,170 shares; 2024Q4: 53,003 shares; 2025Q1: 72,092 shares; 2025Q2: 185,125 shares; 2025Q3: 202,472 shares; 2025Q4: 198,990 shares 198,990 $19.1M 0.19% -3,482 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,244 shares; 2024Q4: 107,959 shares; 2025Q1: 117,801 shares; 2025Q2: 111,253 shares; 2025Q3: 106,835 shares; 2025Q4: 133,426 shares 133,426 $19.1M 0.19% +26,591 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,745 shares; 2024Q4: 399,492 shares; 2025Q1: 400,955 shares; 2025Q2: 397,810 shares; 2025Q3: 396,621 shares; 2025Q4: 239,262 shares 239,262 $19M 0.19% -157,359 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,633 shares; 2024Q4: 712,412 shares; 2025Q1: 707,410 shares; 2025Q2: 698,589 shares; 2025Q3: 760,191 shares; 2025Q4: 688,038 shares 688,038 $18.9M 0.18% -72,153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,849 shares; 2024Q4: 282,961 shares; 2025Q1: 302,916 shares; 2025Q2: 308,109 shares; 2025Q3: 303,505 shares; 2025Q4: 247,597 shares 247,597 $18.2M 0.18% -55,908 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,393 shares; 2024Q4: 176,500 shares; 2025Q1: 184,529 shares; 2025Q2: 201,159 shares; 2025Q3: 267,254 shares; 2025Q4: 359,071 shares 359,071 $18.2M 0.18% +91,817 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,210 shares; 2024Q4: 727,030 shares; 2025Q1: 696,741 shares; 2025Q2: 689,223 shares; 2025Q3: 664,443 shares; 2025Q4: 644,354 shares 644,354 $18.1M 0.18% -20,089 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,288 shares; 2024Q4: 116,711 shares; 2025Q1: 133,660 shares; 2025Q2: 160,966 shares; 2025Q3: 207,001 shares; 2025Q4: 238,779 shares 238,779 $18M 0.18% +31,778 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,815 shares; 2024Q4: 46,893 shares; 2025Q1: 49,380 shares; 2025Q2: 50,616 shares; 2025Q3: 58,589 shares; 2025Q4: 58,364 shares 58,364 $17.8M 0.17% -225 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279,647 shares; 2025Q3: 236,500 shares; 2025Q4: 225,745 shares 225,745 $17.7M 0.17% -10,755 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,977 shares; 2024Q4: 402,254 shares; 2025Q1: 379,402 shares; 2025Q2: 389,559 shares; 2025Q3: 380,769 shares; 2025Q4: 362,848 shares 362,848 $17.7M 0.17% -17,921 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,288 shares; 2024Q4: 550,691 shares; 2025Q1: 510,539 shares; 2025Q2: 497,698 shares; 2025Q3: 475,576 shares; 2025Q4: 462,241 shares 462,241 $17.6M 0.17% -13,335 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,710 shares; 2024Q4: 62,290 shares; 2025Q1: 123,619 shares; 2025Q2: 119,717 shares; 2025Q3: 119,145 shares; 2025Q4: 117,690 shares 117,690 $17.5M 0.17% -1,455 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,912 shares; 2024Q4: 223,421 shares; 2025Q1: 232,933 shares; 2025Q2: 233,383 shares; 2025Q3: 231,152 shares; 2025Q4: 218,318 shares 218,318 $17.2M 0.17% -12,834 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,013 shares; 2024Q4: 38,112 shares; 2025Q1: 36,973 shares; 2025Q2: 40,193 shares; 2025Q3: 39,370 shares; 2025Q4: 35,993 shares 35,993 $17M 0.17% -3,377 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,869 shares; 2024Q4: 72,353 shares; 2025Q1: 79,800 shares; 2025Q2: 75,494 shares; 2025Q3: 73,959 shares; 2025Q4: 76,501 shares 76,501 $16.6M 0.16% +2,542 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,489 shares; 2024Q4: 35,580 shares; 2025Q1: 201,953 shares; 2025Q2: 134,809 shares; 2025Q3: 259,318 shares; 2025Q4: 318,331 shares 318,331 $16.3M 0.16% +59,013 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,754 shares; 2024Q4: 202,257 shares; 2025Q1: 196,217 shares; 2025Q2: 196,149 shares; 2025Q3: 245,662 shares; 2025Q4: 229,504 shares 229,504 $16M 0.16% -16,158 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,342 shares; 2024Q4: 20,370 shares; 2025Q1: 20,713 shares; 2025Q2: 17,320 shares; 2025Q3: 17,494 shares; 2025Q4: 18,312 shares 18,312 $15.8M 0.15% +818 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,038 shares; 2024Q4: 160,401 shares; 2025Q1: 169,792 shares; 2025Q2: 171,975 shares; 2025Q3: 183,743 shares; 2025Q4: 192,633 shares 192,633 $15.4M 0.15% +8,890 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,843 shares; 2024Q4: 376,270 shares; 2025Q1: 360,578 shares; 2025Q2: 348,017 shares; 2025Q3: 341,801 shares; 2025Q4: 328,297 shares 328,297 $15.3M 0.15% -13,504 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,946 shares; 2024Q4: 138,557 shares; 2025Q1: 130,012 shares; 2025Q2: 127,713 shares; 2025Q3: 129,576 shares; 2025Q4: 126,690 shares 126,690 $15.2M 0.15% -2,886 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,071 shares; 2024Q4: 356,240 shares; 2025Q1: 356,354 shares; 2025Q2: 347,090 shares; 2025Q3: 327,734 shares; 2025Q4: 320,541 shares 320,541 $15M 0.15% -7,193 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,335 shares; 2024Q4: 457,858 shares; 2025Q1: 475,495 shares; 2025Q2: 479,859 shares; 2025Q3: 494,053 shares; 2025Q4: 520,300 shares 520,300 $15M 0.15% +26,247 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,692 shares; 2024Q4: 145,715 shares; 2025Q1: 158,510 shares; 2025Q2: 179,291 shares; 2025Q3: 180,767 shares; 2025Q4: 271,403 shares 271,403 $14.7M 0.14% +90,636 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,904 shares; 2024Q4: 172,965 shares; 2025Q1: 160,760 shares; 2025Q2: 157,504 shares; 2025Q3: 159,476 shares; 2025Q4: 121,580 shares 121,580 $14.6M 0.14% -37,896 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,627 shares; 2024Q4: 94,332 shares; 2025Q1: 103,533 shares; 2025Q2: 117,922 shares; 2025Q3: 136,038 shares; 2025Q4: 283,610 shares 283,610 $14.1M 0.14% +147,572 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,544 shares; 2024Q4: 41,731 shares; 2025Q1: 42,024 shares; 2025Q2: 41,396 shares; 2025Q3: 41,110 shares; 2025Q4: 161,521 shares 161,521 $14.1M 0.14% +120,411 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,024 shares; 2024Q4: 77,151 shares; 2025Q1: 80,451 shares; 2025Q2: 97,804 shares; 2025Q3: 102,107 shares; 2025Q4: 65,331 shares 65,331 $14M 0.14% -36,776 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,073 shares; 2024Q4: 49,210 shares; 2025Q1: 47,684 shares; 2025Q2: 41,462 shares; 2025Q3: 40,974 shares; 2025Q4: 60,571 shares 60,571 $13.8M 0.14% +19,597 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,765 shares; 2024Q4: 180,897 shares; 2025Q1: 183,228 shares; 2025Q2: 123,178 shares; 2025Q3: 127,396 shares; 2025Q4: 137,270 shares 137,270 $13.5M 0.13% +9,874 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,111 shares; 2024Q4: 198,178 shares; 2025Q1: 200,205 shares; 2025Q2: 234,384 shares; 2025Q3: 241,475 shares; 2025Q4: 214,435 shares 214,435 $13.4M 0.13% -27,040 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,402 shares; 2024Q4: 66,586 shares; 2025Q1: 59,816 shares; 2025Q2: 57,025 shares; 2025Q3: 67,400 shares; 2025Q4: 69,884 shares 69,884 $13.3M 0.13% +2,484 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,272 shares; 2024Q4: 48,219 shares; 2025Q1: 47,291 shares; 2025Q2: 47,232 shares; 2025Q3: 48,410 shares; 2025Q4: 51,454 shares 51,454 $13.3M 0.13% +3,044 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,519 shares 147,519 $13.2M 0.13% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,018 shares; 2024Q4: 438,110 shares; 2025Q1: 448,994 shares; 2025Q2: 357,544 shares; 2025Q3: 352,384 shares; 2025Q4: 346,731 shares 346,731 $13.2M 0.13% -5,653 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 12,386 shares; 2025Q1: 11,974 shares; 2025Q2: 11,998 shares; 2025Q3: 11,145 shares; 2025Q4: 12,244 shares 12,244 $13.2M 0.13% +1,099 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,656 shares; 2024Q4: 31,409 shares; 2025Q1: 30,365 shares; 2025Q2: 24,507 shares; 2025Q3: 24,679 shares; 2025Q4: 37,358 shares 37,358 $12.9M 0.13% +12,679 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,205 shares; 2024Q4: 60,433 shares; 2025Q1: 58,985 shares; 2025Q2: 57,690 shares; 2025Q3: 59,305 shares; 2025Q4: 82,177 shares 82,177 $12.5M 0.12% +22,872 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,787 shares; 2024Q4: 347,213 shares; 2025Q1: 320,786 shares; 2025Q2: 290,292 shares; 2025Q3: 266,129 shares; 2025Q4: 254,478 shares 254,478 $12.5M 0.12% -11,651 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,179 shares; 2024Q4: 270,932 shares; 2025Q1: 286,014 shares; 2025Q2: 222,264 shares; 2025Q3: 217,191 shares; 2025Q4: 209,517 shares 209,517 $12.4M 0.12% -7,674 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,399 shares; 2024Q4: 58,668 shares; 2025Q1: 178,554 shares; 2025Q2: 167,887 shares; 2025Q3: 162,871 shares; 2025Q4: 167,624 shares 167,624 $12.3M 0.12% +4,753 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,030 shares; 2024Q4: 92,512 shares; 2025Q1: 90,135 shares; 2025Q2: 76,283 shares; 2025Q3: 73,782 shares; 2025Q4: 72,873 shares 72,873 $12.2M 0.12% -909 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,399 shares; 2024Q4: 464,149 shares; 2025Q1: 415,622 shares; 2025Q2: 407,947 shares; 2025Q3: 562,331 shares; 2025Q4: 507,185 shares 507,185 $12.2M 0.12% -55,146 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,233 shares; 2024Q4: 33,289 shares; 2025Q1: 32,848 shares; 2025Q2: 38,989 shares; 2025Q3: 37,941 shares; 2025Q4: 36,626 shares 36,626 $12.1M 0.12% -1,315 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,683 shares; 2024Q4: 111,382 shares; 2025Q1: 88,247 shares; 2025Q2: 83,948 shares; 2025Q3: 85,229 shares; 2025Q4: 155,943 shares 155,943 $12M 0.12% +70,714 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,039 shares; 2024Q4: 31,256 shares; 2025Q1: 32,535 shares; 2025Q2: 30,095 shares; 2025Q3: 31,332 shares; 2025Q4: 29,699 shares 29,699 $11.8M 0.12% -1,633 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,017 shares; 2024Q4: 25,685 shares; 2025Q1: 28,404 shares; 2025Q2: 28,654 shares; 2025Q3: 28,573 shares; 2025Q4: 38,794 shares 38,794 $11.5M 0.11% +10,221 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,388 shares; 2024Q4: 156,980 shares; 2025Q1: 147,057 shares; 2025Q2: 170,588 shares; 2025Q3: 145,825 shares; 2025Q4: 117,358 shares 117,358 $11.3M 0.11% -28,467 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,511 shares; 2024Q4: 58,963 shares; 2025Q1: 55,935 shares; 2025Q2: 52,985 shares; 2025Q3: 51,316 shares; 2025Q4: 78,064 shares 78,064 $11.2M 0.11% +26,748 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,858 shares; 2024Q4: 572,459 shares; 2025Q1: 438,332 shares; 2025Q2: 407,961 shares; 2025Q3: 403,383 shares; 2025Q4: 393,300 shares 393,300 $11.2M 0.11% -10,083 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 441,620 shares 441,620 $11M 0.11% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,317 shares; 2024Q4: 44,338 shares; 2025Q1: 43,241 shares; 2025Q2: 43,125 shares; 2025Q3: 43,363 shares; 2025Q4: 42,658 shares 42,658 $11M 0.11% -705 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,651 shares; 2024Q4: 131,612 shares; 2025Q1: 125,213 shares; 2025Q2: 111,505 shares; 2025Q3: 106,439 shares; 2025Q4: 104,518 shares 104,518 $10.9M 0.11% -1,921 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,187 shares; 2024Q4: 103,899 shares; 2025Q1: 110,528 shares; 2025Q2: 113,538 shares; 2025Q3: 126,404 shares; 2025Q4: 129,943 shares 129,943 $10.9M 0.11% +3,539 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,078 shares; 2024Q4: 45,382 shares; 2025Q1: 44,221 shares; 2025Q2: 35,016 shares; 2025Q3: 33,901 shares; 2025Q4: 30,442 shares 30,442 $10.7M 0.1% -3,459 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,747 shares; 2024Q4: 105,849 shares; 2025Q1: 100,067 shares; 2025Q2: 74,100 shares; 2025Q3: 73,609 shares; 2025Q4: 71,145 shares 71,145 $10.6M 0.1% -2,464 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 7,085 shares; 2025Q1: 7,571 shares; 2025Q2: 8,042 shares; 2025Q3: 13,139 shares; 2025Q4: 69,057 shares 69,057 $10.6M 0.1% +55,918 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,343 shares; 2024Q4: 132,912 shares; 2025Q1: 142,879 shares; 2025Q2: 133,418 shares; 2025Q3: 120,965 shares; 2025Q4: 103,513 shares 103,513 $10.6M 0.1% -17,452 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,792 shares; 2024Q4: 30,793 shares; 2025Q1: 34,380 shares; 2025Q2: 156,925 shares; 2025Q3: 156,870 shares; 2025Q4: 161,186 shares 161,186 $10.3M 0.1% +4,316 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,233 shares; 2024Q4: 154,358 shares; 2025Q1: 152,681 shares; 2025Q2: 151,554 shares; 2025Q3: 151,864 shares; 2025Q4: 147,586 shares 147,586 $10.2M 0.1% -4,278 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,872 shares; 2024Q4: 112,508 shares; 2025Q1: 68,053 shares; 2025Q2: 85,926 shares; 2025Q3: 80,654 shares; 2025Q4: 102,457 shares 102,457 $10.2M 0.1% +21,803 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,342 shares; 2025Q1: 53,857 shares; 2025Q2: 87,748 shares; 2025Q3: 120,267 shares; 2025Q4: 197,985 shares 197,985 $10.2M 0.1% +77,718 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,562 shares; 2024Q4: 229,265 shares; 2025Q1: 230,737 shares; 2025Q2: 232,326 shares; 2025Q3: 230,198 shares; 2025Q4: 226,317 shares 226,317 $10.1M 0.1% -3,881 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,750 shares; 2025Q3: 124,895 shares; 2025Q4: 198,048 shares 198,048 $10M 0.1% +73,153 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,563 shares; 2025Q3: 105,972 shares; 2025Q4: 177,308 shares 177,308 $9.98M 0.1% +71,336 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,229 shares; 2024Q4: 312,136 shares; 2025Q1: 269,843 shares; 2025Q2: 250,458 shares; 2025Q3: 241,927 shares; 2025Q4: 232,297 shares 232,297 $9.96M 0.1% -9,630 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,699 shares; 2024Q4: 687,439 shares; 2025Q1: 649,220 shares; 2025Q2: 603,602 shares; 2025Q3: 633,581 shares; 2025Q4: 689,190 shares 689,190 $9.92M 0.1% +55,609 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,215 shares; 2024Q4: 18,543 shares; 2025Q1: 17,871 shares; 2025Q2: 17,712 shares; 2025Q3: 17,271 shares; 2025Q4: 17,229 shares 17,229 $9.87M 0.1% -42 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,232 shares; 2024Q4: 15,079 shares; 2025Q1: 58,131 shares; 2025Q2: 73,498 shares; 2025Q3: 104,923 shares; 2025Q4: 98,260 shares 98,260 $9.86M 0.1% -6,663 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,724 shares; 2024Q4: 60,272 shares; 2025Q1: 64,070 shares; 2025Q2: 79,906 shares; 2025Q3: 78,708 shares; 2025Q4: 142,039 shares 142,039 $9.43M 0.09% +63,331 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,958 shares; 2024Q4: 304,264 shares; 2025Q1: 454,800 shares; 2025Q2: 347,073 shares; 2025Q3: 189,896 shares; 2025Q4: 184,816 shares 184,816 $9.4M 0.09% -5,080 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,645 shares; 2024Q4: 184,766 shares; 2025Q1: 199,388 shares; 2025Q2: 183,789 shares; 2025Q3: 195,440 shares; 2025Q4: 215,827 shares 215,827 $9.37M 0.09% +20,387 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,692 shares; 2024Q4: 72,967 shares; 2025Q1: 63,249 shares; 2025Q2: 94,946 shares; 2025Q3: 91,812 shares; 2025Q4: 91,899 shares 91,899 $9.34M 0.09% +87 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,531 shares; 2024Q4: 589,601 shares; 2025Q1: 547,174 shares; 2025Q2: 544,849 shares; 2025Q3: 532,087 shares; 2025Q4: 342,744 shares 342,744 $9.33M 0.09% -189,343 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,440 shares; 2024Q4: 84,139 shares; 2025Q1: 87,058 shares; 2025Q2: 78,194 shares; 2025Q3: 77,951 shares; 2025Q4: 76,728 shares 76,728 $9.3M 0.09% -1,223 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241,155 shares; 2024Q4: 2,354,764 shares; 2025Q1: 573,913 shares; 2025Q2: 443,173 shares; 2025Q3: 385,342 shares; 2025Q4: 349,307 shares 349,307 $9.25M 0.09% -36,035 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,146 shares; 2024Q4: 89,145 shares; 2025Q1: 105,110 shares; 2025Q2: 124,791 shares; 2025Q3: 127,546 shares; 2025Q4: 169,284 shares 169,284 $8.91M 0.09% +41,738 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,094 shares; 2025Q3: 133,936 shares; 2025Q4: 181,185 shares 181,185 $8.67M 0.08% +47,249 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,608 shares; 2024Q4: 100,602 shares; 2025Q1: 100,872 shares; 2025Q2: 102,396 shares; 2025Q3: 102,271 shares; 2025Q4: 84,995 shares 84,995 $8.63M 0.08% -17,276 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,516 shares; 2024Q4: 13,784 shares; 2025Q1: 14,451 shares; 2025Q2: 12,986 shares; 2025Q3: 20,247 shares; 2025Q4: 14,869 shares 14,869 $8.62M 0.08% -5,378 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,484 shares; 2024Q4: 122,209 shares; 2025Q1: 141,492 shares; 2025Q2: 146,552 shares; 2025Q3: 146,592 shares; 2025Q4: 146,378 shares 146,378 $8.6M 0.08% -214 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,621 shares; 2024Q4: 142,123 shares; 2025Q1: 152,571 shares; 2025Q2: 132,612 shares; 2025Q3: 129,787 shares; 2025Q4: 125,271 shares 125,271 $8.59M 0.08% -4,516 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,860 shares; 2024Q4: 20,740 shares; 2025Q1: 17,658 shares; 2025Q2: 17,782 shares; 2025Q3: 16,717 shares; 2025Q4: 22,894 shares 22,894 $8.47M 0.08% +6,177 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,642 shares; 2024Q4: 193,874 shares; 2025Q1: 192,267 shares; 2025Q2: 176,665 shares; 2025Q3: 149,987 shares; 2025Q4: 143,039 shares 143,039 $8.4M 0.08% -6,948 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,629 shares; 2024Q4: 279,972 shares; 2025Q1: 944,281 shares; 2025Q2: 219,692 shares; 2025Q3: 201,787 shares; 2025Q4: 201,920 shares 201,920 $8.35M 0.08% +133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,269 shares; 2024Q4: 115,974 shares; 2025Q1: 109,500 shares; 2025Q2: 108,032 shares; 2025Q3: 109,044 shares; 2025Q4: 117,162 shares 117,162 $8.19M 0.08% +8,118 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,778 shares; 2025Q3: 116,623 shares; 2025Q4: 184,236 shares 184,236 $8.13M 0.08% +67,613 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,623 shares; 2024Q4: 308,074 shares; 2025Q1: 302,402 shares; 2025Q2: 299,229 shares; 2025Q3: 293,025 shares; 2025Q4: 184,331 shares 184,331 $8.04M 0.08% -108,694 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,218 shares; 2024Q4: 38,563 shares; 2025Q1: 35,786 shares; 2025Q2: 38,057 shares; 2025Q3: 34,913 shares; 2025Q4: 38,223 shares 38,223 $8.04M 0.08% +3,310 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,146 shares; 2024Q4: 36,088 shares; 2025Q1: 37,676 shares; 2025Q2: 41,814 shares; 2025Q3: 42,737 shares; 2025Q4: 45,213 shares 45,213 $8.04M 0.08% +2,476 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,780 shares; 2024Q4: 48,084 shares; 2025Q1: 62,180 shares; 2025Q2: 25,720 shares; 2025Q3: 25,987 shares; 2025Q4: 25,854 shares 25,854 $7.96M 0.08% -133 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,700 shares; 2025Q1: 28,800 shares; 2025Q2: 59,900 shares; 2025Q3: 89,689 shares; 2025Q4: 234,354 shares 234,354 $7.85M 0.08% +144,665 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,250 shares; 2024Q4: 79,605 shares; 2025Q1: 79,826 shares; 2025Q2: 76,185 shares; 2025Q3: 76,334 shares; 2025Q4: 75,664 shares 75,664 $7.76M 0.08% -670 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,959 shares; 2024Q4: not reported; 2025Q1: 44,162 shares; 2025Q2: 45,293 shares; 2025Q3: 70,949 shares; 2025Q4: 318,248 shares 318,248 $7.71M 0.08% +247,299 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 3,398 shares; 2025Q1: 12,265 shares; 2025Q2: 19,006 shares; 2025Q3: 23,648 shares; 2025Q4: 26,966 shares 26,966 $7.66M 0.08% +3,318 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 690 shares; 2025Q1: 327 shares; 2025Q2: 318 shares; 2025Q3: 194 shares; 2025Q4: 5,758 shares 5,758 $7.66M 0.08% +5,564 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277,756 shares; 2024Q4: 1,280,328 shares; 2025Q1: 892,646 shares; 2025Q2: 121,529 shares; 2025Q3: 110,098 shares; 2025Q4: 105,076 shares 105,076 $7.64M 0.07% -5,022 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,220 shares; 2024Q4: 208,743 shares; 2025Q1: 194,001 shares; 2025Q2: 149,568 shares; 2025Q3: 148,118 shares; 2025Q4: 137,266 shares 137,266 $7.55M 0.07% -10,852 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 13,693 shares; 2025Q1: 12,138 shares; 2025Q2: 12,557 shares; 2025Q3: 12,337 shares; 2025Q4: 13,218 shares 13,218 $7.55M 0.07% +881 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,450 shares; 2024Q4: 13,842 shares; 2025Q1: 82,413 shares; 2025Q2: 82,189 shares; 2025Q3: 81,150 shares; 2025Q4: 78,387 shares 78,387 $7.53M 0.07% -2,763 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,423 shares; 2024Q4: 42,698 shares; 2025Q1: 39,389 shares; 2025Q2: 38,350 shares; 2025Q3: 36,905 shares; 2025Q4: 38,608 shares 38,608 $7.53M 0.07% +1,703 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,184 shares; 2024Q4: 55,914 shares; 2025Q1: 63,894 shares; 2025Q2: 63,386 shares; 2025Q3: 180,153 shares; 2025Q4: 210,534 shares 210,534 $7.46M 0.07% +30,381 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,254 shares; 2024Q4: 143,116 shares; 2025Q1: 140,394 shares; 2025Q2: 145,530 shares; 2025Q3: 134,723 shares; 2025Q4: 292,198 shares 292,198 $7.28M 0.07% +157,475 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,930 shares; 2024Q4: 125,049 shares; 2025Q1: 118,211 shares; 2025Q2: 109,075 shares; 2025Q3: 152,741 shares; 2025Q4: 124,075 shares 124,075 $7.19M 0.07% -28,666 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,850 shares; 2024Q4: 446,315 shares; 2025Q1: 378,431 shares; 2025Q2: 330,520 shares; 2025Q3: 330,448 shares; 2025Q4: 300,776 shares 300,776 $7.13M 0.07% -29,672 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,506 shares; 2024Q4: 174,706 shares; 2025Q1: 166,059 shares; 2025Q2: 111,548 shares; 2025Q3: 116,451 shares; 2025Q4: 123,145 shares 123,145 $7.08M 0.07% +6,694 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,318 shares; 2024Q4: 150,298 shares; 2025Q1: 157,226 shares; 2025Q2: 133,752 shares; 2025Q3: 143,019 shares; 2025Q4: 138,245 shares 138,245 $7.06M 0.07% -4,774 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,706 shares; 2024Q4: 76,139 shares; 2025Q1: 67,546 shares; 2025Q2: 71,241 shares; 2025Q3: 69,533 shares; 2025Q4: 74,787 shares 74,787 $6.97M 0.07% +5,254 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 25,529 shares; 2025Q1: 25,570 shares; 2025Q2: 24,071 shares; 2025Q3: 25,212 shares; 2025Q4: 48,341 shares 48,341 $6.96M 0.07% +23,129 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,697 shares; 2024Q4: 136,441 shares; 2025Q1: 131,655 shares; 2025Q2: 133,676 shares; 2025Q3: 140,129 shares; 2025Q4: 128,237 shares 128,237 $6.89M 0.07% -11,892 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,638 shares; 2024Q4: 184,970 shares; 2025Q1: 161,356 shares; 2025Q2: 160,176 shares; 2025Q3: 137,819 shares; 2025Q4: 133,236 shares 133,236 $6.83M 0.07% -4,583 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,955 shares; 2024Q4: 190,584 shares; 2025Q1: 200,018 shares; 2025Q2: 200,696 shares; 2025Q3: 183,923 shares; 2025Q4: 180,312 shares 180,312 $6.8M 0.07% -3,611 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 14,697 shares; 2025Q1: 15,583 shares; 2025Q2: 15,504 shares; 2025Q3: 15,941 shares; 2025Q4: 15,128 shares 15,128 $6.73M 0.07% -813 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,727 shares; 2024Q4: 22,431 shares; 2025Q1: 22,964 shares; 2025Q2: 22,762 shares; 2025Q3: 22,364 shares; 2025Q4: 26,490 shares 26,490 $6.72M 0.07% +4,126 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,787 shares; 2024Q4: 18,236 shares; 2025Q1: 59,448 shares; 2025Q2: 62,468 shares; 2025Q3: 62,894 shares; 2025Q4: 69,330 shares 69,330 $6.67M 0.07% +6,436 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,092 shares; 2024Q4: 91,487 shares; 2025Q1: 86,961 shares; 2025Q2: 114,788 shares; 2025Q3: 115,596 shares; 2025Q4: 51,738 shares 51,738 $6.67M 0.07% -63,858 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,655 shares 271,655 $6.6M 0.06% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,320 shares; 2024Q4: 120,578 shares; 2025Q1: 122,330 shares; 2025Q2: 120,969 shares; 2025Q3: 122,259 shares; 2025Q4: 120,098 shares 120,098 $6.58M 0.06% -2,161 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,610 shares; 2024Q4: 65,563 shares; 2025Q1: 66,097 shares; 2025Q2: 162,817 shares; 2025Q3: 159,787 shares; 2025Q4: 117,085 shares 117,085 $6.53M 0.06% -42,702 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 40,278 shares; 2025Q1: 37,802 shares; 2025Q2: 37,856 shares; 2025Q3: 37,587 shares; 2025Q4: 40,674 shares 40,674 $6.53M 0.06% +3,087 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,813 shares; 2024Q4: 198,491 shares; 2025Q1: 207,643 shares; 2025Q2: 205,691 shares; 2025Q3: 217,270 shares; 2025Q4: 218,810 shares 218,810 $6.43M 0.06% +1,540 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,105 shares; 2024Q4: 72,847 shares; 2025Q1: 72,163 shares; 2025Q2: 70,001 shares; 2025Q3: 69,309 shares; 2025Q4: 68,295 shares 68,295 $6.39M 0.06% -1,014 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,364 shares; 2024Q4: 65,715 shares; 2025Q1: 65,439 shares; 2025Q2: 62,393 shares; 2025Q3: 63,401 shares; 2025Q4: 118,008 shares 118,008 $6.38M 0.06% +54,607 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,189 shares; 2024Q4: 71,289 shares; 2025Q1: 62,529 shares; 2025Q2: 61,709 shares; 2025Q3: 61,647 shares; 2025Q4: 57,661 shares 57,661 $6.34M 0.06% -3,986 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,209 shares; 2024Q4: 33,906 shares; 2025Q1: 38,039 shares; 2025Q2: 37,222 shares; 2025Q3: 38,442 shares; 2025Q4: 127,400 shares 127,400 $6.27M 0.06% +88,958 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,946 shares; 2024Q4: 17,903 shares; 2025Q1: 19,128 shares; 2025Q2: 21,393 shares; 2025Q3: 21,496 shares; 2025Q4: 24,639 shares 24,639 $6.23M 0.06% +3,143 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,829 shares; 2024Q4: 30,513 shares; 2025Q1: 27,422 shares; 2025Q2: 102,860 shares; 2025Q3: 99,968 shares; 2025Q4: 96,005 shares 96,005 $6.17M 0.06% -3,963 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,195 shares; 2024Q4: 45,347 shares; 2025Q1: 47,713 shares; 2025Q2: 49,003 shares; 2025Q3: 49,898 shares; 2025Q4: 71,465 shares 71,465 $6.09M 0.06% +21,567 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,965 shares; 2024Q4: 43,475 shares; 2025Q1: 41,285 shares; 2025Q2: 34,024 shares; 2025Q3: 31,582 shares; 2025Q4: 112,773 shares 112,773 $6.08M 0.06% +81,191 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,620 shares; 2024Q4: 130,885 shares; 2025Q1: 123,350 shares; 2025Q2: 104,216 shares; 2025Q3: 93,759 shares; 2025Q4: 90,085 shares 90,085 $6.07M 0.06% -3,674 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,836 shares; 2025Q4: 115,867 shares 115,867 $6M 0.06% -3,969 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,136 shares; 2025Q1: 30,136 shares; 2025Q2: 29,887 shares; 2025Q3: 33,454 shares; 2025Q4: 88,575 shares 88,575 $5.99M 0.06% +55,121 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 53,702 shares; 2025Q1: 80,978 shares; 2025Q2: 80,112 shares; 2025Q3: 85,689 shares; 2025Q4: 79,844 shares 79,844 $5.93M 0.06% -5,845 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,621 shares; 2024Q4: 115,512 shares; 2025Q1: 82,014 shares; 2025Q2: 88,054 shares; 2025Q3: 90,364 shares; 2025Q4: 85,208 shares 85,208 $5.92M 0.06% -5,156 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,393 shares; 2025Q4: 100,500 shares 100,500 $5.91M 0.06% -2,893 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,043 shares; 2024Q4: 20,996 shares; 2025Q1: 17,986 shares; 2025Q2: 16,915 shares; 2025Q3: 14,324 shares; 2025Q4: 98,182 shares 98,182 $5.9M 0.06% +83,858 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,979 shares; 2024Q4: 22,735 shares; 2025Q1: 23,383 shares; 2025Q2: 23,669 shares; 2025Q3: 22,893 shares; 2025Q4: 20,676 shares 20,676 $5.9M 0.06% -2,217 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,543 shares; 2024Q4: 55,507 shares; 2025Q1: 61,951 shares; 2025Q2: 67,684 shares; 2025Q3: 67,307 shares; 2025Q4: 36,402 shares 36,402 $5.9M 0.06% -30,905 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,882 shares; 2024Q4: 81,675 shares; 2025Q1: 78,395 shares; 2025Q2: 78,834 shares; 2025Q3: 78,687 shares; 2025Q4: 78,267 shares 78,267 $5.87M 0.06% -420 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 5,792 shares; 2025Q1: 5,525 shares; 2025Q2: 8,519 shares; 2025Q3: 8,257 shares; 2025Q4: 12,585 shares 12,585 $5.86M 0.06% +4,328 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,077 shares 246,077 $5.76M 0.06% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 20,469 shares; 2025Q1: 19,609 shares; 2025Q2: 16,396 shares; 2025Q3: 14,706 shares; 2025Q4: 33,118 shares 33,118 $5.75M 0.06% +18,412 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225,470 shares 225,470 $5.74M 0.06% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 10,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,178 shares; 2025Q4: 118,987 shares 118,987 $5.72M 0.06% -3,191 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,557 shares; 2024Q4: 36,983 shares; 2025Q1: 32,045 shares; 2025Q2: 29,090 shares; 2025Q3: 27,933 shares; 2025Q4: 18,823 shares 18,823 $5.69M 0.06% -9,110 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,932 shares; 2024Q4: 163,257 shares; 2025Q1: 159,437 shares; 2025Q2: 161,806 shares; 2025Q3: 161,379 shares; 2025Q4: 157,129 shares 157,129 $5.64M 0.06% -4,250 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,899 shares; 2024Q4: 18,319 shares; 2025Q1: 15,592 shares; 2025Q2: 15,603 shares; 2025Q3: 15,642 shares; 2025Q4: 17,032 shares 17,032 $5.57M 0.05% +1,390 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,301 shares; 2024Q4: 60,846 shares; 2025Q1: 55,900 shares; 2025Q2: 50,121 shares; 2025Q3: 50,926 shares; 2025Q4: 52,724 shares 52,724 $5.55M 0.05% +1,798 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,635 shares; 2024Q4: 79,032 shares; 2025Q1: 76,880 shares; 2025Q2: 74,002 shares; 2025Q3: 74,079 shares; 2025Q4: 74,527 shares 74,527 $5.52M 0.05% +448 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 4,209 shares; 2025Q1: 5,014 shares; 2025Q2: 4,550 shares; 2025Q3: 5,066 shares; 2025Q4: 33,838 shares 33,838 $5.51M 0.05% +28,772 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,825 shares; 2024Q4: 39,127 shares; 2025Q1: 38,914 shares; 2025Q2: 38,666 shares; 2025Q3: 37,727 shares; 2025Q4: 38,342 shares 38,342 $5.5M 0.05% +615 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,385 shares; 2024Q4: 38,655 shares; 2025Q1: 33,314 shares; 2025Q2: 28,837 shares; 2025Q3: 26,975 shares; 2025Q4: 25,919 shares 25,919 $5.49M 0.05% -1,056 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248,375 shares 248,375 $5.48M 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,623 shares; 2025Q1: 8,448 shares; 2025Q2: 8,079 shares; 2025Q3: 8,042 shares; 2025Q4: 29,691 shares 29,691 $5.4M 0.05% +21,649 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 33,076 shares; 2025Q1: 28,795 shares; 2025Q2: 27,520 shares; 2025Q3: 22,683 shares; 2025Q4: 54,363 shares 54,363 $5.39M 0.05% +31,680 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,613 shares; 2025Q1: 127,290 shares; 2025Q2: 124,966 shares; 2025Q3: 122,075 shares; 2025Q4: 117,583 shares 117,583 $5.33M 0.05% -4,492 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,990 shares; 2024Q4: 49,062 shares; 2025Q1: 49,202 shares; 2025Q2: 49,039 shares; 2025Q3: 50,489 shares; 2025Q4: 44,634 shares 44,634 $5.23M 0.05% -5,855 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,341 shares; 2024Q4: 29,798 shares; 2025Q1: 25,507 shares; 2025Q2: 25,153 shares; 2025Q3: 22,002 shares; 2025Q4: 33,914 shares 33,914 $5.21M 0.05% +11,912 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,705 shares; 2025Q1: 2,554 shares; 2025Q2: 2,579 shares; 2025Q3: 2,629 shares; 2025Q4: 4,862 shares 4,862 $5.2M 0.05% +2,233 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 5,319 shares; 2025Q1: 5,005 shares; 2025Q2: 6,055 shares; 2025Q3: 6,021 shares; 2025Q4: 10,985 shares 10,985 $5.15M 0.05% +4,964 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,939 shares; 2024Q4: 32,457 shares; 2025Q1: 29,741 shares; 2025Q2: 29,599 shares; 2025Q3: 29,558 shares; 2025Q4: 28,028 shares 28,028 $5.14M 0.05% -1,530 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,584 shares; 2024Q4: 314,507 shares; 2025Q1: 277,937 shares; 2025Q2: 273,599 shares; 2025Q3: 268,400 shares; 2025Q4: 257,916 shares 257,916 $5.11M 0.05% -10,484 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 11,838 shares; 2025Q1: 8,354 shares; 2025Q2: 8,914 shares; 2025Q3: 11,254 shares; 2025Q4: 88,668 shares 88,668 $5M 0.05% +77,414 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,011 shares; 2024Q4: 18,193 shares; 2025Q1: 14,207 shares; 2025Q2: 18,950 shares; 2025Q3: 20,164 shares; 2025Q4: 20,220 shares 20,220 $4.98M 0.05% +56 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 11,565 shares; 2025Q1: 7,737 shares; 2025Q2: 50,228 shares; 2025Q3: 107,175 shares; 2025Q4: 140,061 shares 140,061 $4.97M 0.05% +32,886 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,286 shares; 2024Q4: 6,895 shares; 2025Q1: not reported; 2025Q2: 4,878 shares; 2025Q3: 4,906 shares; 2025Q4: 111,111 shares 111,111 $4.94M 0.05% +106,205 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,747 shares; 2024Q4: 54,626 shares; 2025Q1: 49,636 shares; 2025Q2: 37,673 shares; 2025Q3: 35,324 shares; 2025Q4: 36,151 shares 36,151 $4.94M 0.05% +827 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 11,882 shares; 2025Q1: 9,434 shares; 2025Q2: 8,028 shares; 2025Q3: 7,855 shares; 2025Q4: 10,078 shares 10,078 $4.87M 0.05% +2,223 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,201 shares; 2024Q4: 15,187 shares; 2025Q1: 11,816 shares; 2025Q2: 10,508 shares; 2025Q3: 10,084 shares; 2025Q4: 43,086 shares 43,086 $4.83M 0.05% +33,002 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,481 shares; 2024Q4: 14,559 shares; 2025Q1: 14,667 shares; 2025Q2: 14,238 shares; 2025Q3: 13,104 shares; 2025Q4: 47,897 shares 47,897 $4.83M 0.05% +34,793 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,084 shares; 2024Q4: 113,702 shares; 2025Q1: 121,194 shares; 2025Q2: 115,256 shares; 2025Q3: 114,029 shares; 2025Q4: 112,314 shares 112,314 $4.81M 0.05% -1,715 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,732 shares 69,732 $4.79M 0.05% new Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,759 shares; 2025Q3: 52,155 shares; 2025Q4: 51,260 shares 51,260 $4.79M 0.05% -895 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,019 shares; 2024Q4: 131,474 shares; 2025Q1: 132,839 shares; 2025Q2: 133,815 shares; 2025Q3: 131,544 shares; 2025Q4: 132,522 shares 132,522 $4.75M 0.05% +978 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,548 shares; 2024Q4: 46,441 shares; 2025Q1: 36,869 shares; 2025Q2: 37,187 shares; 2025Q3: 13,021 shares; 2025Q4: 17,446 shares 17,446 $4.62M 0.05% +4,425 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,116 shares; 2024Q4: 75,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,297 shares; 2025Q4: 67,953 shares 67,953 $4.51M 0.04% +60,656 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,424 shares; 2024Q4: 78,054 shares; 2025Q1: 99,628 shares; 2025Q2: 88,741 shares; 2025Q3: 85,465 shares; 2025Q4: 89,135 shares 89,135 $4.51M 0.04% +3,670 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,364 shares 35,364 $4.48M 0.04% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,111 shares 211,111 $4.46M 0.04% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,879 shares; 2024Q4: 166,606 shares; 2025Q1: 147,465 shares; 2025Q2: 163,438 shares; 2025Q3: 186,577 shares; 2025Q4: 188,949 shares 188,949 $4.42M 0.04% +2,372 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,997 shares; 2024Q4: 97,461 shares; 2025Q1: 30,079 shares; 2025Q2: 26,923 shares; 2025Q3: 25,942 shares; 2025Q4: 25,453 shares 25,453 $4.35M 0.04% -489 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,052 shares; 2024Q4: 169,956 shares; 2025Q1: 160,771 shares; 2025Q2: 128,433 shares; 2025Q3: 118,731 shares; 2025Q4: 112,258 shares 112,258 $4.33M 0.04% -6,473 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,179 shares; 2024Q4: 83,435 shares; 2025Q1: 82,855 shares; 2025Q2: 57,842 shares; 2025Q3: 48,211 shares; 2025Q4: 46,025 shares 46,025 $4.32M 0.04% -2,186 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,158 shares; 2024Q4: 45,642 shares; 2025Q1: 46,621 shares; 2025Q2: 45,095 shares; 2025Q3: 42,496 shares; 2025Q4: 34,442 shares 34,442 $4.3M 0.04% -8,054 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,719 shares 165,719 $4.23M 0.04% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,387 shares; 2024Q4: 136,168 shares; 2025Q1: 125,992 shares; 2025Q2: 121,293 shares; 2025Q3: 106,757 shares; 2025Q4: 103,316 shares 103,316 $4.21M 0.04% -3,441 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,432 shares; 2024Q4: 50,523 shares; 2025Q1: 42,217 shares; 2025Q2: 44,515 shares; 2025Q3: 41,804 shares; 2025Q4: 43,541 shares 43,541 $4.18M 0.04% +1,737 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,820 shares; 2024Q4: 94,732 shares; 2025Q1: 109,141 shares; 2025Q2: 95,393 shares; 2025Q3: 94,049 shares; 2025Q4: 90,816 shares 90,816 $4.17M 0.04% -3,233 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,073 shares; 2024Q4: 30,695 shares; 2025Q1: 24,874 shares; 2025Q2: 25,110 shares; 2025Q3: 25,170 shares; 2025Q4: 25,685 shares 25,685 $4.12M 0.04% +515 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,736 shares; 2024Q4: 19,469 shares; 2025Q1: 17,772 shares; 2025Q2: 17,437 shares; 2025Q3: 19,134 shares; 2025Q4: 18,056 shares 18,056 $4.11M 0.04% -1,078 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,054 shares; 2024Q4: 200,607 shares; 2025Q1: 200,630 shares; 2025Q2: 199,391 shares; 2025Q3: 195,321 shares; 2025Q4: 173,777 shares 173,777 $4.11M 0.04% -21,544 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,646 shares; 2024Q4: 40,588 shares; 2025Q1: 40,717 shares; 2025Q2: 35,666 shares; 2025Q3: 36,164 shares; 2025Q4: 35,956 shares 35,956 $4.09M 0.04% -208 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,955 shares; 2024Q4: 47,591 shares; 2025Q1: 47,116 shares; 2025Q2: 45,497 shares; 2025Q3: 43,386 shares; 2025Q4: 40,941 shares 40,941 $4.09M 0.04% -2,445 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,750 shares; 2024Q4: 64,077 shares; 2025Q1: 87,741 shares; 2025Q2: 97,502 shares; 2025Q3: 86,317 shares; 2025Q4: 85,116 shares 85,116 $4.07M 0.04% -1,201 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,440 shares; 2024Q4: 75,675 shares; 2025Q1: 86,182 shares; 2025Q2: 83,558 shares; 2025Q3: 82,430 shares; 2025Q4: 82,829 shares 82,829 $4.07M 0.04% +399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,718 shares; 2024Q4: 89,049 shares; 2025Q1: 85,741 shares; 2025Q2: 93,829 shares; 2025Q3: 91,269 shares; 2025Q4: 80,859 shares 80,859 $4.07M 0.04% -10,410 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,189 shares; 2024Q4: 28,917 shares; 2025Q1: 23,373 shares; 2025Q2: 23,045 shares; 2025Q3: 23,132 shares; 2025Q4: 21,850 shares 21,850 $4.02M 0.04% -1,282 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,699 shares; 2024Q4: 187,873 shares; 2025Q1: 183,986 shares; 2025Q2: 184,839 shares; 2025Q3: 166,351 shares; 2025Q4: 161,957 shares 161,957 $4.02M 0.04% -4,394 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,673 shares; 2024Q4: 49,783 shares; 2025Q1: 73,347 shares; 2025Q2: 74,554 shares; 2025Q3: 80,033 shares; 2025Q4: 105,068 shares 105,068 $3.99M 0.04% +25,035 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,935 shares; 2024Q4: 32,741 shares; 2025Q1: 18,049 shares; 2025Q2: 18,053 shares; 2025Q3: 17,851 shares; 2025Q4: 17,336 shares 17,336 $3.99M 0.04% -515 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,658 shares; 2024Q4: 48,673 shares; 2025Q1: 63,105 shares; 2025Q2: 53,802 shares; 2025Q3: 63,667 shares; 2025Q4: 76,643 shares 76,643 $3.97M 0.04% +12,976 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 51,914 shares; 2025Q1: 49,914 shares; 2025Q2: 86,635 shares; 2025Q3: 96,447 shares; 2025Q4: 90,382 shares 90,382 $3.95M 0.04% -6,065 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,975 shares 87,975 $3.93M 0.04% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 10,144 shares; 2025Q1: 8,504 shares; 2025Q2: 8,571 shares; 2025Q3: 7,964 shares; 2025Q4: 40,081 shares 40,081 $3.92M 0.04% +32,117 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,708 shares; 2024Q4: 11,670 shares; 2025Q1: 11,589 shares; 2025Q2: 11,687 shares; 2025Q3: 11,581 shares; 2025Q4: 11,545 shares 11,545 $3.92M 0.04% -36 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,088 shares; 2024Q4: 15,547 shares; 2025Q1: 13,195 shares; 2025Q2: 12,342 shares; 2025Q3: 12,283 shares; 2025Q4: 16,809 shares 16,809 $3.89M 0.04% +4,526 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,343 shares; 2024Q4: 61,388 shares; 2025Q1: 60,821 shares; 2025Q2: 52,405 shares; 2025Q3: 50,940 shares; 2025Q4: 93,950 shares 93,950 $3.86M 0.04% +43,010 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,857 shares; 2024Q4: 57,935 shares; 2025Q1: 61,329 shares; 2025Q2: 100,557 shares; 2025Q3: 85,555 shares; 2025Q4: 81,127 shares 81,127 $3.81M 0.04% -4,428 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,743 shares; 2024Q4: 55,691 shares; 2025Q1: 52,131 shares; 2025Q2: 75,358 shares; 2025Q3: 84,492 shares; 2025Q4: 82,017 shares 82,017 $3.81M 0.04% -2,475 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 7,112 shares; 2025Q1: 6,892 shares; 2025Q2: 6,597 shares; 2025Q3: 6,475 shares; 2025Q4: 6,301 shares 6,301 $3.8M 0.04% -174 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,860 shares; 2024Q4: 109,870 shares; 2025Q1: 109,939 shares; 2025Q2: 118,385 shares; 2025Q3: 153,461 shares; 2025Q4: 171,694 shares 171,694 $3.78M 0.04% +18,233 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 5,345 shares; 2025Q1: 4,729 shares; 2025Q2: 4,674 shares; 2025Q3: 4,463 shares; 2025Q4: 40,233 shares 40,233 $3.77M 0.04% +35,770 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,544 shares; 2025Q3: 56,410 shares; 2025Q4: 53,959 shares 53,959 $3.77M 0.04% -2,451 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,875 shares; 2024Q4: 18,948 shares; 2025Q1: 31,769 shares; 2025Q2: 28,587 shares; 2025Q3: 30,624 shares; 2025Q4: 29,063 shares 29,063 $3.75M 0.04% -1,561 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,826 shares; 2024Q4: 28,752 shares; 2025Q1: 28,635 shares; 2025Q2: 28,293 shares; 2025Q3: 28,034 shares; 2025Q4: 28,839 shares 28,839 $3.72M 0.04% +805 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,367 shares; 2024Q4: 217,093 shares; 2025Q1: 212,194 shares; 2025Q2: 213,457 shares; 2025Q3: 214,225 shares; 2025Q4: 212,161 shares 212,161 $3.72M 0.04% -2,064 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,910 shares; 2024Q4: 121,180 shares; 2025Q1: 117,152 shares; 2025Q2: 98,661 shares; 2025Q3: 88,603 shares; 2025Q4: 84,852 shares 84,852 $3.69M 0.04% -3,751 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,262 shares; 2024Q4: 5,868 shares; 2025Q1: 2,989 shares; 2025Q2: 3,325 shares; 2025Q3: 3,064 shares; 2025Q4: 5,529 shares 5,529 $3.66M 0.04% +2,465 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,777 shares; 2024Q4: 27,041 shares; 2025Q1: 33,586 shares; 2025Q2: 77,603 shares; 2025Q3: 81,354 shares; 2025Q4: 84,355 shares 84,355 $3.66M 0.04% +3,001 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,529 shares; 2024Q4: 28,988 shares; 2025Q1: 35,828 shares; 2025Q2: 67,063 shares; 2025Q3: 60,526 shares; 2025Q4: 83,286 shares 83,286 $3.66M 0.04% +22,760 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,369 shares; 2024Q4: 31,527 shares; 2025Q1: 31,117 shares; 2025Q2: 29,000 shares; 2025Q3: 28,903 shares; 2025Q4: 28,887 shares 28,887 $3.62M 0.04% -16 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,380 shares; 2025Q4: 130,470 shares 130,470 $3.61M 0.04% +27,090 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,344 shares; 2024Q4: 34,676 shares; 2025Q1: 34,437 shares; 2025Q2: 34,509 shares; 2025Q3: 31,798 shares; 2025Q4: 30,820 shares 30,820 $3.6M 0.04% -978 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,227 shares; 2024Q4: 229,534 shares; 2025Q1: 100,423 shares; 2025Q2: 107,249 shares; 2025Q3: 111,481 shares; 2025Q4: 104,940 shares 104,940 $3.6M 0.04% -6,541 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,080 shares; 2024Q4: 103,157 shares; 2025Q1: 95,538 shares; 2025Q2: 44,110 shares; 2025Q3: 46,164 shares; 2025Q4: 42,950 shares 42,950 $3.59M 0.04% -3,214 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,744 shares; 2024Q4: 41,002 shares; 2025Q1: 40,487 shares; 2025Q2: 41,564 shares; 2025Q3: 41,576 shares; 2025Q4: 42,186 shares 42,186 $3.57M 0.03% +610 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,555 shares; 2024Q4: 173,759 shares; 2025Q1: 155,072 shares; 2025Q2: 150,191 shares; 2025Q3: 147,876 shares; 2025Q4: 54,773 shares 54,773 $3.57M 0.03% -93,103 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,017 shares; 2024Q4: 140,371 shares; 2025Q1: 140,920 shares; 2025Q2: 126,299 shares; 2025Q3: 121,351 shares; 2025Q4: 65,057 shares 65,057 $3.56M 0.03% -56,294 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 5,017 shares; 2025Q1: 4,944 shares; 2025Q2: 4,657 shares; 2025Q3: 4,998 shares; 2025Q4: 5,402 shares 5,402 $3.53M 0.03% +404 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,395 shares; 2024Q4: 63,551 shares; 2025Q1: 59,905 shares; 2025Q2: 90,612 shares; 2025Q3: 89,627 shares; 2025Q4: 81,323 shares 81,323 $3.52M 0.03% -8,304 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,223 shares; 2024Q4: 10,344 shares; 2025Q1: 10,923 shares; 2025Q2: 11,938 shares; 2025Q3: 12,977 shares; 2025Q4: 13,385 shares 13,385 $3.44M 0.03% +408 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 4,739 shares; 2025Q1: 5,346 shares; 2025Q2: 5,317 shares; 2025Q3: 4,940 shares; 2025Q4: 8,811 shares 8,811 $3.43M 0.03% +3,871 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,104 shares; 2024Q4: 59,431 shares; 2025Q1: 61,572 shares; 2025Q2: 41,271 shares; 2025Q3: 41,298 shares; 2025Q4: 42,474 shares 42,474 $3.43M 0.03% +1,176 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,264 shares; 2025Q1: 2,888 shares; 2025Q2: 2,882 shares; 2025Q3: 2,873 shares; 2025Q4: 2,799 shares 2,799 $3.4M 0.03% -74 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,528 shares; 2024Q4: 73,643 shares; 2025Q1: 72,959 shares; 2025Q2: 73,142 shares; 2025Q3: 74,525 shares; 2025Q4: 74,980 shares 74,980 $3.33M 0.03% +455 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 61,455 shares; 2025Q1: 77,637 shares; 2025Q2: 73,218 shares; 2025Q3: 77,958 shares; 2025Q4: 78,300 shares 78,300 $3.33M 0.03% +342 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,683 shares; 2024Q4: 42,478 shares; 2025Q1: 30,161 shares; 2025Q2: 29,771 shares; 2025Q3: 29,212 shares; 2025Q4: 30,160 shares 30,160 $3.32M 0.03% +948 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,722 shares; 2024Q4: 90,230 shares; 2025Q1: 93,758 shares; 2025Q2: 90,899 shares; 2025Q3: 92,995 shares; 2025Q4: 98,421 shares 98,421 $3.32M 0.03% +5,426 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 6,633 shares; 2025Q1: 6,609 shares; 2025Q2: 2,913 shares; 2025Q3: 2,951 shares; 2025Q4: 3,089 shares 3,089 $3.3M 0.03% +138 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,036 shares; 2024Q4: 35,010 shares; 2025Q1: 271,662 shares; 2025Q2: 533,510 shares; 2025Q3: 103,632 shares; 2025Q4: 132,069 shares 132,069 $3.29M 0.03% +28,437 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 13,198 shares; 2025Q1: 10,055 shares; 2025Q2: 9,406 shares; 2025Q3: 9,925 shares; 2025Q4: 70,497 shares 70,497 $3.28M 0.03% +60,572 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 15,352 shares; 2025Q1: 16,120 shares; 2025Q2: 16,523 shares; 2025Q3: 16,726 shares; 2025Q4: 18,381 shares 18,381 $3.26M 0.03% +1,655 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,330 shares; 2024Q4: 59,260 shares; 2025Q1: 57,115 shares; 2025Q2: 42,875 shares; 2025Q3: 40,638 shares; 2025Q4: 39,395 shares 39,395 $3.25M 0.03% -1,243 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 12,241 shares; 2025Q1: 10,473 shares; 2025Q2: 11,246 shares; 2025Q3: 10,550 shares; 2025Q4: 10,367 shares 10,367 $3.24M 0.03% -183 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 69,275 shares; 2025Q1: 61,941 shares; 2025Q2: 58,007 shares; 2025Q3: 58,081 shares; 2025Q4: 66,329 shares 66,329 $3.23M 0.03% +8,248 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,971 shares 58,971 $3.23M 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 5,478 shares; 2025Q1: 5,790 shares; 2025Q2: 5,427 shares; 2025Q3: 5,374 shares; 2025Q4: 5,268 shares 5,268 $3.22M 0.03% -106 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,859 shares; 2024Q4: 15,894 shares; 2025Q1: 15,894 shares; 2025Q2: 16,430 shares; 2025Q3: 17,773 shares; 2025Q4: 17,773 shares 17,773 $3.22M 0.03% 0 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,599 shares 101,599 $3.22M 0.03% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,507 shares; 2024Q4: 28,217 shares; 2025Q1: 31,399 shares; 2025Q2: 23,768 shares; 2025Q3: 25,404 shares; 2025Q4: 23,055 shares 23,055 $3.21M 0.03% -2,349 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,293 shares; 2024Q4: 47,333 shares; 2025Q1: 47,093 shares; 2025Q2: 82,206 shares; 2025Q3: 80,828 shares; 2025Q4: 76,549 shares 76,549 $3.21M 0.03% -4,279 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,097 shares; 2024Q4: 128,839 shares; 2025Q1: 130,180 shares; 2025Q2: 131,651 shares; 2025Q3: 131,697 shares; 2025Q4: 130,055 shares 130,055 $3.19M 0.03% -1,642 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,298 shares; 2024Q4: 36,361 shares; 2025Q1: 60,850 shares; 2025Q2: 63,053 shares; 2025Q3: 72,571 shares; 2025Q4: 99,845 shares 99,845 $3.16M 0.03% +27,274 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,165 shares; 2024Q4: 29,436 shares; 2025Q1: 29,334 shares; 2025Q2: 74,593 shares; 2025Q3: 70,901 shares; 2025Q4: 75,612 shares 75,612 $3.16M 0.03% +4,711 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,282 shares; 2024Q4: 80,630 shares; 2025Q1: 70,228 shares; 2025Q2: 59,343 shares; 2025Q3: 55,961 shares; 2025Q4: 53,024 shares 53,024 $3.16M 0.03% -2,937 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,871 shares; 2024Q4: 73,588 shares; 2025Q1: 77,331 shares; 2025Q2: 79,556 shares; 2025Q3: 100,168 shares; 2025Q4: 123,892 shares 123,892 $3.12M 0.03% +23,724 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,258 shares; 2024Q4: 15,869 shares; 2025Q1: 16,407 shares; 2025Q2: 16,045 shares; 2025Q3: 17,485 shares; 2025Q4: 17,557 shares 17,557 $3.12M 0.03% +72 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,107 shares; 2024Q4: 39,009 shares; 2025Q1: 36,080 shares; 2025Q2: 36,056 shares; 2025Q3: 36,080 shares; 2025Q4: 36,096 shares 36,096 $3.11M 0.03% +16 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,539 shares; 2024Q4: 773,706 shares; 2025Q1: 899,744 shares; 2025Q2: 547,937 shares; 2025Q3: 265,571 shares; 2025Q4: 113,966 shares 113,966 $3.11M 0.03% -151,605 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 2,059 shares; 2025Q1: 2,621 shares; 2025Q2: 2,697 shares; 2025Q3: 2,626 shares; 2025Q4: 17,389 shares 17,389 $3.11M 0.03% +14,763 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,829 shares; 2024Q4: 14,947 shares; 2025Q1: 15,535 shares; 2025Q2: 20,581 shares; 2025Q3: 5,284 shares; 2025Q4: 5,411 shares 5,411 $3.06M 0.03% +127 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,763 shares; 2024Q4: 89,195 shares; 2025Q1: 74,638 shares; 2025Q2: 80,830 shares; 2025Q3: 76,690 shares; 2025Q4: 68,553 shares 68,553 $3.04M 0.03% -8,137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,941 shares; 2024Q4: 25,376 shares; 2025Q1: 24,553 shares; 2025Q2: 24,514 shares; 2025Q3: 24,797 shares; 2025Q4: 25,958 shares 25,958 $3.01M 0.03% +1,161 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,403 shares; 2024Q4: 20,447 shares; 2025Q1: 17,611 shares; 2025Q2: 17,117 shares; 2025Q3: 17,428 shares; 2025Q4: 18,365 shares 18,365 $2.94M 0.03% +937 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,216 shares; 2025Q1: 6,310 shares; 2025Q2: 6,483 shares; 2025Q3: 10,207 shares; 2025Q4: 10,120 shares 10,120 $2.92M 0.03% -87 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,406 shares; 2025Q2: 31,479 shares; 2025Q3: 31,049 shares; 2025Q4: 29,769 shares 29,769 $2.91M 0.03% -1,280 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,403 shares; 2024Q4: 43,223 shares; 2025Q1: 40,162 shares; 2025Q2: 50,032 shares; 2025Q3: 46,660 shares; 2025Q4: 34,430 shares 34,430 $2.9M 0.03% -12,230 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,700 shares; 2025Q1: 1,755 shares; 2025Q2: 1,615 shares; 2025Q3: 1,494 shares; 2025Q4: 6,392 shares 6,392 $2.9M 0.03% +4,898 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,666 shares; 2024Q4: 27,317 shares; 2025Q1: 29,222 shares; 2025Q2: 78,662 shares; 2025Q3: 72,116 shares; 2025Q4: 64,399 shares 64,399 $2.89M 0.03% -7,717 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,915 shares; 2024Q4: 19,933 shares; 2025Q1: 17,238 shares; 2025Q2: 17,021 shares; 2025Q3: 15,639 shares; 2025Q4: 15,466 shares 15,466 $2.87M 0.03% -173 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,433 shares; 2024Q4: 120,018 shares; 2025Q1: 80,820 shares; 2025Q2: 73,142 shares; 2025Q3: 62,686 shares; 2025Q4: 60,248 shares 60,248 $2.85M 0.03% -2,438 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,148 shares; 2024Q4: 46,076 shares; 2025Q1: 46,001 shares; 2025Q2: 46,838 shares; 2025Q3: 48,912 shares; 2025Q4: 44,238 shares 44,238 $2.85M 0.03% -4,674 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,014 shares; 2024Q4: 25,547 shares; 2025Q1: 23,738 shares; 2025Q2: 22,647 shares; 2025Q3: 21,976 shares; 2025Q4: 21,414 shares 21,414 $2.84M 0.03% -562 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 10,789 shares; 2025Q1: 10,640 shares; 2025Q2: 11,184 shares; 2025Q3: 11,469 shares; 2025Q4: 11,767 shares 11,767 $2.84M 0.03% +298 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,417 shares; 2024Q4: 16,742 shares; 2025Q1: 17,535 shares; 2025Q2: 15,854 shares; 2025Q3: 14,414 shares; 2025Q4: 12,383 shares 12,383 $2.83M 0.03% -2,031 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 9,063 shares; 2025Q1: 7,587 shares; 2025Q2: 7,333 shares; 2025Q3: 6,973 shares; 2025Q4: 5,421 shares 5,421 $2.83M 0.03% -1,552 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,208 shares; 2024Q4: 14,222 shares; 2025Q1: 15,364 shares; 2025Q2: 16,205 shares; 2025Q3: 15,043 shares; 2025Q4: 14,560 shares 14,560 $2.83M 0.03% -483 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,496 shares; 2024Q4: 24,801 shares; 2025Q1: 33,192 shares; 2025Q2: 34,369 shares; 2025Q3: 33,910 shares; 2025Q4: 32,081 shares 32,081 $2.81M 0.03% -1,829 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,385 shares; 2024Q4: 53,718 shares; 2025Q1: 43,769 shares; 2025Q2: 48,089 shares; 2025Q3: 47,187 shares; 2025Q4: 48,587 shares 48,587 $2.8M 0.03% +1,400 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 3,742 shares; 2025Q1: 3,337 shares; 2025Q2: 3,245 shares; 2025Q3: 2,952 shares; 2025Q4: 3,173 shares 3,173 $2.79M 0.03% +221 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,806 shares; 2024Q4: 127,819 shares; 2025Q1: 111,648 shares; 2025Q2: 72,608 shares; 2025Q3: 60,291 shares; 2025Q4: 55,263 shares 55,263 $2.78M 0.03% -5,028 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,969 shares; 2024Q4: 16,063 shares; 2025Q1: 17,291 shares; 2025Q2: 17,453 shares; 2025Q3: 17,183 shares; 2025Q4: 17,258 shares 17,258 $2.77M 0.03% +75 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,858 shares 104,858 $2.74M 0.03% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,708 shares; 2024Q4: 42,540 shares; 2025Q1: 70,713 shares; 2025Q2: 28,628 shares; 2025Q3: 77,243 shares; 2025Q4: 79,279 shares 79,279 $2.73M 0.03% +2,036 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,547 shares; 2025Q1: 64,738 shares; 2025Q2: 70,039 shares; 2025Q3: 71,828 shares; 2025Q4: 84,134 shares 84,134 $2.7M 0.03% +12,306 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 29,081 shares; 2025Q1: 38,409 shares; 2025Q2: 41,796 shares; 2025Q3: 40,540 shares; 2025Q4: 32,875 shares 32,875 $2.7M 0.03% -7,665 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,192 shares; 2024Q4: 39,692 shares; 2025Q1: 38,642 shares; 2025Q2: 77,548 shares; 2025Q3: 71,856 shares; 2025Q4: 68,061 shares 68,061 $2.69M 0.03% -3,795 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,302 shares; 2024Q4: 25,492 shares; 2025Q1: 23,606 shares; 2025Q2: 34,412 shares; 2025Q3: 33,521 shares; 2025Q4: 33,207 shares 33,207 $2.68M 0.03% -314 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 7,923 shares; 2025Q1: 6,966 shares; 2025Q2: 7,234 shares; 2025Q3: 6,862 shares; 2025Q4: 6,253 shares 6,253 $2.67M 0.03% -609 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 22,607 shares; 2025Q1: 20,218 shares; 2025Q2: 19,512 shares; 2025Q3: 20,408 shares; 2025Q4: 18,142 shares 18,142 $2.66M 0.03% -2,266 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 10,496 shares; 2025Q1: 10,775 shares; 2025Q2: 10,641 shares; 2025Q3: 9,756 shares; 2025Q4: 9,640 shares 9,640 $2.65M 0.03% -116 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,258 shares; 2024Q4: 15,963 shares; 2025Q1: 16,367 shares; 2025Q2: 15,452 shares; 2025Q3: 15,197 shares; 2025Q4: 12,056 shares 12,056 $2.65M 0.03% -3,141 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,826 shares; 2024Q4: 68,080 shares; 2025Q1: 68,072 shares; 2025Q2: 64,715 shares; 2025Q3: 65,662 shares; 2025Q4: 63,481 shares 63,481 $2.63M 0.03% -2,181 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,624 shares; 2025Q1: 13,777 shares; 2025Q2: 13,370 shares; 2025Q3: 12,266 shares; 2025Q4: 15,249 shares 15,249 $2.61M 0.03% +2,983 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105,334 shares; 2025Q1: 183,447 shares; 2025Q2: 190,850 shares; 2025Q3: 181,713 shares; 2025Q4: 71,561 shares 71,561 $2.6M 0.03% -110,152 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208,720 shares; 2025Q1: 223,806 shares; 2025Q2: 63,701 shares; 2025Q3: 54,342 shares; 2025Q4: 51,513 shares 51,513 $2.6M 0.03% -2,829 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,812 shares; 2024Q4: 20,267 shares; 2025Q1: 14,961 shares; 2025Q2: 13,604 shares; 2025Q3: 13,223 shares; 2025Q4: 13,182 shares 13,182 $2.57M 0.03% -41 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,679 shares; 2024Q4: 62,637 shares; 2025Q1: 67,208 shares; 2025Q2: 64,466 shares; 2025Q3: 63,894 shares; 2025Q4: 69,462 shares 69,462 $2.56M 0.03% +5,568 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,840 shares; 2024Q4: 54,767 shares; 2025Q1: 48,981 shares; 2025Q2: 51,796 shares; 2025Q3: 47,786 shares; 2025Q4: 51,729 shares 51,729 $2.56M 0.03% +3,943 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,514 shares; 2025Q3: 45,675 shares; 2025Q4: 43,873 shares 43,873 $2.56M 0.03% -1,802 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,054 shares; 2024Q4: 10,321 shares; 2025Q1: 9,752 shares; 2025Q2: 9,106 shares; 2025Q3: 8,909 shares; 2025Q4: 8,852 shares 8,852 $2.55M 0.02% -57 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,171 shares; 2024Q4: 52,272 shares; 2025Q1: 57,761 shares; 2025Q2: 45,750 shares; 2025Q3: 50,576 shares; 2025Q4: 42,507 shares 42,507 $2.55M 0.02% -8,069 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,999 shares; 2024Q4: 34,056 shares; 2025Q1: 17,098 shares; 2025Q2: 15,958 shares; 2025Q3: 17,251 shares; 2025Q4: 16,520 shares 16,520 $2.55M 0.02% -731 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,310 shares; 2024Q4: 53,259 shares; 2025Q1: 54,977 shares; 2025Q2: 238,495 shares; 2025Q3: 238,671 shares; 2025Q4: 210,598 shares 210,598 $2.53M 0.02% -28,073 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,291 shares; 2024Q4: 44,132 shares; 2025Q1: 35,598 shares; 2025Q2: 33,166 shares; 2025Q3: 35,234 shares; 2025Q4: 32,440 shares 32,440 $2.53M 0.02% -2,794 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,423 shares; 2024Q4: 45,030 shares; 2025Q1: 45,344 shares; 2025Q2: 32,746 shares; 2025Q3: 39,914 shares; 2025Q4: 56,434 shares 56,434 $2.51M 0.02% +16,520 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,527 shares; 2024Q4: 147,653 shares; 2025Q1: 141,697 shares; 2025Q2: 142,461 shares; 2025Q3: 139,580 shares; 2025Q4: 149,011 shares 149,011 $2.51M 0.02% +9,431 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 42,465 shares; 2025Q1: 49,095 shares; 2025Q2: 51,027 shares; 2025Q3: 51,365 shares; 2025Q4: 51,177 shares 51,177 $2.5M 0.02% -188 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,926 shares; 2024Q4: 57,630 shares; 2025Q1: 25,518 shares; 2025Q2: 25,200 shares; 2025Q3: 26,028 shares; 2025Q4: 26,681 shares 26,681 $2.47M 0.02% +653 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,213 shares; 2024Q4: 30,749 shares; 2025Q1: 31,631 shares; 2025Q2: 30,698 shares; 2025Q3: 30,904 shares; 2025Q4: 30,689 shares 30,689 $2.46M 0.02% -215 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,820 shares; 2025Q1: 2,536 shares; 2025Q2: 2,483 shares; 2025Q3: 2,461 shares; 2025Q4: 13,330 shares 13,330 $2.46M 0.02% +10,869 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,416 shares; 2024Q4: 27,473 shares; 2025Q1: 24,253 shares; 2025Q2: 23,001 shares; 2025Q3: 21,381 shares; 2025Q4: 19,962 shares 19,962 $2.45M 0.02% -1,419 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,355 shares; 2024Q4: 27,762 shares; 2025Q1: 26,416 shares; 2025Q2: 23,604 shares; 2025Q3: 23,585 shares; 2025Q4: 22,813 shares 22,813 $2.43M 0.02% -772 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 32,771 shares; 2025Q1: 10,058 shares; 2025Q2: 10,678 shares; 2025Q3: 14,578 shares; 2025Q4: 24,151 shares 24,151 $2.42M 0.02% +9,573 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,105 shares; 2024Q4: 96,383 shares; 2025Q1: 89,168 shares; 2025Q2: 83,917 shares; 2025Q3: 80,369 shares; 2025Q4: 77,719 shares 77,719 $2.41M 0.02% -2,650 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,199 shares; 2024Q4: 18,975 shares; 2025Q1: 18,550 shares; 2025Q2: 7,552 shares; 2025Q3: 7,533 shares; 2025Q4: 7,143 shares 7,143 $2.4M 0.02% -390 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,224 shares; 2024Q4: 21,087 shares; 2025Q1: 18,599 shares; 2025Q2: 18,743 shares; 2025Q3: 17,315 shares; 2025Q4: 21,700 shares 21,700 $2.39M 0.02% +4,385 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,770 shares; 2024Q4: 59,238 shares; 2025Q1: 56,974 shares; 2025Q2: 45,914 shares; 2025Q3: 50,711 shares; 2025Q4: 52,693 shares 52,693 $2.33M 0.02% +1,982 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,027 shares; 2024Q4: 71,852 shares; 2025Q1: 69,338 shares; 2025Q2: 68,064 shares; 2025Q3: 65,825 shares; 2025Q4: 62,784 shares 62,784 $2.32M 0.02% -3,041 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 5,095 shares; 2025Q1: 3,125 shares; 2025Q2: 3,824 shares; 2025Q3: 3,871 shares; 2025Q4: 3,076 shares 3,076 $2.32M 0.02% -795 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,277 shares; 2024Q4: 18,104 shares; 2025Q1: 17,832 shares; 2025Q2: 14,022 shares; 2025Q3: 14,501 shares; 2025Q4: 14,924 shares 14,924 $2.31M 0.02% +423 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,965 shares; 2024Q4: 11,108 shares; 2025Q1: 27,361 shares; 2025Q2: 72,853 shares; 2025Q3: 65,602 shares; 2025Q4: 55,299 shares 55,299 $2.25M 0.02% -10,303 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,718 shares; 2024Q4: 56,260 shares; 2025Q1: 56,876 shares; 2025Q2: 57,491 shares; 2025Q3: 57,955 shares; 2025Q4: 63,775 shares 63,775 $2.25M 0.02% +5,820 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,645 shares; 2024Q4: 32,130 shares; 2025Q1: 31,077 shares; 2025Q2: 24,414 shares; 2025Q3: 25,873 shares; 2025Q4: 24,454 shares 24,454 $2.25M 0.02% -1,419 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 17,837 shares; 2025Q1: 17,260 shares; 2025Q2: 18,028 shares; 2025Q3: 14,561 shares; 2025Q4: 13,902 shares 13,902 $2.24M 0.02% -659 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,004 shares; 2024Q4: 38,252 shares; 2025Q1: 36,897 shares; 2025Q2: 35,925 shares; 2025Q3: 35,872 shares; 2025Q4: 34,907 shares 34,907 $2.23M 0.02% -965 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 7,677 shares; 2025Q1: 8,638 shares; 2025Q2: 7,387 shares; 2025Q3: 7,357 shares; 2025Q4: 7,614 shares 7,614 $2.21M 0.02% +257 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,748 shares 80,748 $2.2M 0.02% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,331 shares; 2024Q4: 164,415 shares; 2025Q1: 128,596 shares; 2025Q2: 51,573 shares; 2025Q3: 45,317 shares; 2025Q4: 46,250 shares 46,250 $2.18M 0.02% +933 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,513 shares; 2024Q4: 86,417 shares; 2025Q1: 48,119 shares; 2025Q2: 45,994 shares; 2025Q3: 45,994 shares; 2025Q4: 31,166 shares 31,166 $2.16M 0.02% -14,828 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,465 shares; 2024Q4: 125,540 shares; 2025Q1: 122,540 shares; 2025Q2: 119,681 shares; 2025Q3: 116,472 shares; 2025Q4: 118,085 shares 118,085 $2.15M 0.02% +1,613 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 9,738 shares; 2025Q1: 9,355 shares; 2025Q2: 9,123 shares; 2025Q3: 7,669 shares; 2025Q4: 7,989 shares 7,989 $2.14M 0.02% +320 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 42,747 shares; 2025Q1: 44,621 shares; 2025Q2: 44,891 shares; 2025Q3: 31,430 shares; 2025Q4: 42,940 shares 42,940 $2.14M 0.02% +11,510 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 14,536 shares; 2025Q1: 21,200 shares; 2025Q2: 29,994 shares; 2025Q3: 33,835 shares; 2025Q4: 42,726 shares 42,726 $2.12M 0.02% +8,891 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,823 shares; 2025Q1: 7,668 shares; 2025Q2: 7,027 shares; 2025Q3: 5,738 shares; 2025Q4: 6,025 shares 6,025 $2.11M 0.02% +287 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 14,230 shares; 2025Q1: 14,308 shares; 2025Q2: 14,116 shares; 2025Q3: 14,228 shares; 2025Q4: 15,153 shares 15,153 $2.11M 0.02% +925 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,162 shares; 2025Q1: 5,186 shares; 2025Q2: 4,685 shares; 2025Q3: 4,552 shares; 2025Q4: 41,945 shares 41,945 $2.1M 0.02% +37,393 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,116 shares; 2025Q1: 2,906 shares; 2025Q2: 2,417 shares; 2025Q3: 2,671 shares; 2025Q4: 3,096 shares 3,096 $2.09M 0.02% +425 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 4,245 shares; 2025Q1: 3,788 shares; 2025Q2: 3,618 shares; 2025Q3: 3,590 shares; 2025Q4: 4,085 shares 4,085 $2.09M 0.02% +495 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,913 shares; 2024Q4: 109,321 shares; 2025Q1: 108,261 shares; 2025Q2: 105,749 shares; 2025Q3: 104,539 shares; 2025Q4: 102,179 shares 102,179 $2.08M 0.02% -2,360 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,738 shares; 2025Q1: 36,902 shares; 2025Q2: 38,604 shares; 2025Q3: 47,138 shares; 2025Q4: 59,315 shares 59,315 $2.07M 0.02% +12,177 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,195 shares; 2024Q4: 20,246 shares; 2025Q1: 19,681 shares; 2025Q2: 16,062 shares; 2025Q3: 14,988 shares; 2025Q4: 14,820 shares 14,820 $2.06M 0.02% -168 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,121 shares; 2024Q4: 20,196 shares; 2025Q1: 14,885 shares; 2025Q2: 14,450 shares; 2025Q3: 27,967 shares; 2025Q4: 23,105 shares 23,105 $2.04M 0.02% -4,862 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 11,191 shares; 2025Q1: 11,178 shares; 2025Q2: 11,501 shares; 2025Q3: 11,109 shares; 2025Q4: 10,949 shares 10,949 $2.03M 0.02% -160 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,068 shares; 2024Q4: 22,709 shares; 2025Q1: 24,655 shares; 2025Q2: 14,401 shares; 2025Q3: 5,807 shares; 2025Q4: 5,773 shares 5,773 $2.03M 0.02% -34 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,610 shares; 2024Q4: 13,473 shares; 2025Q1: 14,169 shares; 2025Q2: 16,313 shares; 2025Q3: 15,738 shares; 2025Q4: 29,175 shares 29,175 $2.02M 0.02% +13,437 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,471 shares; 2024Q4: 159,543 shares; 2025Q1: 40,789 shares; 2025Q2: 44,009 shares; 2025Q3: 44,518 shares; 2025Q4: 35,214 shares 35,214 $2.02M 0.02% -9,304 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 7,240 shares; 2025Q1: 7,942 shares; 2025Q2: 7,751 shares; 2025Q3: 7,638 shares; 2025Q4: 7,426 shares 7,426 $2.01M 0.02% -212 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,135 shares; 2024Q4: 25,349 shares; 2025Q1: 26,131 shares; 2025Q2: 25,553 shares; 2025Q3: 25,915 shares; 2025Q4: 23,329 shares 23,329 $2.01M 0.02% -2,586 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,075 shares; 2024Q4: 224,048 shares; 2025Q1: 196,275 shares; 2025Q2: 194,967 shares; 2025Q3: 189,945 shares; 2025Q4: 184,386 shares 184,386 $2.01M 0.02% -5,559 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,044 shares; 2025Q1: 100,131 shares; 2025Q2: 96,316 shares; 2025Q3: 98,816 shares; 2025Q4: 97,797 shares 97,797 $1.99M 0.02% -1,019 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 647 shares; 2025Q1: 464 shares; 2025Q2: 461 shares; 2025Q3: 425 shares; 2025Q4: 371 shares 371 $1.99M 0.02% -54 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 7,228 shares; 2025Q1: 6,829 shares; 2025Q2: 6,985 shares; 2025Q3: 6,344 shares; 2025Q4: 6,192 shares 6,192 $1.97M 0.02% -152 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,921 shares; 2024Q4: 213,234 shares; 2025Q1: 132,849 shares; 2025Q2: 140,068 shares; 2025Q3: 156,723 shares; 2025Q4: 166,184 shares 166,184 $1.96M 0.02% +9,461 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 19,242 shares; 2025Q1: 26,386 shares; 2025Q2: 42,405 shares; 2025Q3: 33,827 shares; 2025Q4: 38,474 shares 38,474 $1.96M 0.02% +4,647 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 22,338 shares; 2025Q1: 15,848 shares; 2025Q2: 16,767 shares; 2025Q3: 17,037 shares; 2025Q4: 19,106 shares 19,106 $1.96M 0.02% +2,069 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,247 shares; 2024Q4: 24,488 shares; 2025Q1: 40,417 shares; 2025Q2: 42,620 shares; 2025Q3: 45,943 shares; 2025Q4: 60,208 shares 60,208 $1.94M 0.02% +14,265 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,676 shares; 2024Q4: 35,032 shares; 2025Q1: 33,514 shares; 2025Q2: 32,174 shares; 2025Q3: 30,267 shares; 2025Q4: 29,464 shares 29,464 $1.93M 0.02% -803 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 23,387 shares; 2025Q1: 23,268 shares; 2025Q2: 23,422 shares; 2025Q3: 24,667 shares; 2025Q4: 27,049 shares 27,049 $1.93M 0.02% +2,382 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,256 shares; 2024Q4: 64,327 shares; 2025Q1: 58,288 shares; 2025Q2: 45,090 shares; 2025Q3: 46,279 shares; 2025Q4: 25,075 shares 25,075 $1.93M 0.02% -21,204 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,790 shares; 2024Q4: 9,089 shares; 2025Q1: 7,773 shares; 2025Q2: 7,271 shares; 2025Q3: 6,496 shares; 2025Q4: 5,442 shares 5,442 $1.92M 0.02% -1,054 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 2,651 shares; 2025Q1: 2,534 shares; 2025Q2: 2,047 shares; 2025Q3: 1,886 shares; 2025Q4: 3,306 shares 3,306 $1.92M 0.02% +1,420 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 21,563 shares; 2025Q1: 20,045 shares; 2025Q2: 14,378 shares; 2025Q3: 13,296 shares; 2025Q4: 13,561 shares 13,561 $1.91M 0.02% +265 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,942 shares; 2025Q1: 4,768 shares; 2025Q2: 6,869 shares; 2025Q3: 10,458 shares; 2025Q4: 10,308 shares 10,308 $1.91M 0.02% -150 Timeline SSFI STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,023 shares; 2024Q4: 20,689 shares; 2025Q1: 62,894 shares; 2025Q2: 55,468 shares; 2025Q3: 58,399 shares; 2025Q4: 88,875 shares 88,875 $1.91M 0.02% +30,476 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,185 shares; 2024Q4: 152,126 shares; 2025Q1: 144,300 shares; 2025Q2: 151,201 shares; 2025Q3: 149,810 shares; 2025Q4: 144,372 shares 144,372 $1.89M 0.02% -5,438 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,462 shares; 2024Q4: 25,295 shares; 2025Q1: 23,660 shares; 2025Q2: 21,241 shares; 2025Q3: 20,904 shares; 2025Q4: 41,582 shares 41,582 $1.89M 0.02% +20,678 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,427 shares; 2024Q4: 66,821 shares; 2025Q1: 66,057 shares; 2025Q2: 219,410 shares; 2025Q3: 220,316 shares; 2025Q4: 184,586 shares 184,586 $1.88M 0.02% -35,730 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,093 shares 33,093 $1.87M 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,306 shares; 2024Q4: 25,119 shares; 2025Q1: 22,427 shares; 2025Q2: 22,522 shares; 2025Q3: 23,640 shares; 2025Q4: 22,733 shares 22,733 $1.86M 0.02% -907 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,292 shares; 2024Q4: 42,930 shares; 2025Q1: 43,042 shares; 2025Q2: 42,955 shares; 2025Q3: 42,780 shares; 2025Q4: 43,101 shares 43,101 $1.85M 0.02% +321 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,885 shares; 2024Q4: 28,238 shares; 2025Q1: 28,238 shares; 2025Q2: 65,710 shares; 2025Q3: 52,092 shares; 2025Q4: 47,283 shares 47,283 $1.85M 0.02% -4,809 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,093 shares; 2024Q4: 32,940 shares; 2025Q1: 33,566 shares; 2025Q2: 41,079 shares; 2025Q3: 41,636 shares; 2025Q4: 41,969 shares 41,969 $1.84M 0.02% +333 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,680 shares; 2025Q1: 135,866 shares; 2025Q2: 137,492 shares; 2025Q3: 138,271 shares; 2025Q4: 127,937 shares 127,937 $1.84M 0.02% -10,334 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,011 shares; 2024Q4: 88,236 shares; 2025Q1: 78,616 shares; 2025Q2: 82,577 shares; 2025Q3: 70,861 shares; 2025Q4: 50,456 shares 50,456 $1.83M 0.02% -20,405 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,851 shares; 2025Q1: 112,659 shares; 2025Q2: 134,174 shares; 2025Q3: 108,183 shares; 2025Q4: 64,153 shares 64,153 $1.83M 0.02% -44,030 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,040 shares; 2024Q4: 21,041 shares; 2025Q1: 23,953 shares; 2025Q2: 22,516 shares; 2025Q3: 20,181 shares; 2025Q4: 19,919 shares 19,919 $1.82M 0.02% -262 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,167 shares; 2024Q4: 55,628 shares; 2025Q1: 56,766 shares; 2025Q2: 55,651 shares; 2025Q3: 36,809 shares; 2025Q4: 35,828 shares 35,828 $1.81M 0.02% -981 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,820 shares; 2024Q4: 29,862 shares; 2025Q1: 27,247 shares; 2025Q2: 23,226 shares; 2025Q3: 22,961 shares; 2025Q4: 40,434 shares 40,434 $1.81M 0.02% +17,473 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 5,843 shares; 2025Q1: 5,554 shares; 2025Q2: 5,766 shares; 2025Q3: 4,950 shares; 2025Q4: 5,142 shares 5,142 $1.8M 0.02% +192 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,564 shares; 2024Q4: 27,707 shares; 2025Q1: 26,641 shares; 2025Q2: 20,612 shares; 2025Q3: 21,025 shares; 2025Q4: 100,731 shares 100,731 $1.78M 0.02% +79,706 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,096 shares; 2024Q4: 10,500 shares; 2025Q1: 8,008 shares; 2025Q2: 7,499 shares; 2025Q3: 7,151 shares; 2025Q4: 6,872 shares 6,872 $1.78M 0.02% -279 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,858 shares; 2025Q1: 4,176 shares; 2025Q2: 4,629 shares; 2025Q3: 4,907 shares; 2025Q4: 4,568 shares 4,568 $1.78M 0.02% -339 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 686 shares; 2025Q1: 867 shares; 2025Q2: 736 shares; 2025Q3: 674 shares; 2025Q4: 5,140 shares 5,140 $1.77M 0.02% +4,466 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 16,423 shares; 2025Q1: 16,505 shares; 2025Q2: 16,546 shares; 2025Q3: 16,269 shares; 2025Q4: 16,167 shares 16,167 $1.77M 0.02% -102 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,351 shares; 2025Q1: 2,391 shares; 2025Q2: 2,170 shares; 2025Q3: 2,129 shares; 2025Q4: 2,147 shares 2,147 $1.76M 0.02% +18 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,850 shares; 2025Q3: 20,050 shares; 2025Q4: 37,050 shares 37,050 $1.75M 0.02% +17,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,959 shares; 2024Q4: 60,856 shares; 2025Q1: 61,198 shares; 2025Q2: 103,607 shares; 2025Q3: 105,066 shares; 2025Q4: 34,400 shares 34,400 $1.75M 0.02% -70,666 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,359 shares; 2024Q4: 29,623 shares; 2025Q1: 29,901 shares; 2025Q2: 29,748 shares; 2025Q3: 28,112 shares; 2025Q4: 23,712 shares 23,712 $1.75M 0.02% -4,400 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,807 shares; 2024Q4: 21,450 shares; 2025Q1: 20,367 shares; 2025Q2: 19,030 shares; 2025Q3: 18,701 shares; 2025Q4: 18,141 shares 18,141 $1.74M 0.02% -560 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,724 shares; 2024Q4: 202,710 shares; 2025Q1: 200,964 shares; 2025Q2: 184,073 shares; 2025Q3: 182,124 shares; 2025Q4: 178,764 shares 178,764 $1.73M 0.02% -3,360 Timeline