IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526,939 shares; 2024Q4: 1,552,135 shares; 2025Q1: 1,449,283 shares; 2025Q2: 851,043 shares 851,043 $528M 4.86% -598,240 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,498,157 shares; 2024Q4: 10,898,086 shares; 2025Q1: 10,891,893 shares; 2025Q2: 10,426,975 shares 10,426,975 $482M 4.43% -464,918 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710,211 shares; 2024Q4: 6,175,871 shares; 2025Q1: 5,028,548 shares; 2025Q2: 7,223,191 shares 7,223,191 $459M 4.22% +2,194,643 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037,197 shares; 2024Q4: 2,190,121 shares; 2025Q1: 2,489,669 shares; 2025Q2: 2,464,931 shares 2,464,931 $451M 4.14% -24,738 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801,919 shares; 2024Q4: 3,817,542 shares; 2025Q1: 3,942,984 shares; 2025Q2: 3,628,273 shares 3,628,273 $399M 3.67% -314,711 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,370,527 shares; 2024Q4: 6,398,299 shares; 2025Q1: 6,947,393 shares; 2025Q2: 7,022,649 shares 7,022,649 $382M 3.52% +75,256 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,916 shares; 2024Q4: 947,689 shares; 2025Q1: 1,450,465 shares; 2025Q2: 1,655,804 shares 1,655,804 $324M 2.98% +205,339 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,870 shares; 2024Q4: 1,211,575 shares; 2025Q1: 2,312,613 shares; 2025Q2: 4,407,918 shares 4,407,918 $265M 2.43% +2,095,305 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390,758 shares; 2024Q4: 2,926,949 shares; 2025Q1: 1,581,470 shares; 2025Q2: 1,598,189 shares 1,598,189 $179M 1.65% +16,719 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,015 shares; 2024Q4: 58,163 shares; 2025Q1: not reported; 2025Q2: 561,729 shares 561,729 $171M 1.57% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,604 shares; 2024Q4: 858,287 shares; 2025Q1: not reported; 2025Q2: 978,471 shares 978,471 $155M 1.42% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,398 shares; 2024Q4: 931,780 shares; 2025Q1: 966,309 shares; 2025Q2: 867,095 shares 867,095 $150M 1.38% -99,214 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,375 shares; 2024Q4: 204,710 shares; 2025Q1: 1,059,355 shares; 2025Q2: 1,425,450 shares 1,425,450 $145M 1.33% +366,095 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,465 shares; 2024Q4: 238,354 shares; 2025Q1: not reported; 2025Q2: 264,391 shares 264,391 $132M 1.21% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,560 shares; 2024Q4: 1,619,778 shares; 2025Q1: 1,331,733 shares; 2025Q2: 1,327,842 shares 1,327,842 $125M 1.15% -3,891 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,428 shares; 2024Q4: 1,033,611 shares; 2025Q1: not reported; 2025Q2: 1,113,045 shares 1,113,045 $116M 1.07% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274,232 shares; 2024Q4: 2,550,422 shares; 2025Q1: 2,814,004 shares; 2025Q2: 3,093,882 shares 3,093,882 $111M 1.02% +279,878 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,907 shares; 2024Q4: 507,294 shares; 2025Q1: not reported; 2025Q2: 457,403 shares 457,403 $110M 1.01% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,620 shares; 2024Q4: 468,966 shares; 2025Q1: not reported; 2025Q2: 529,895 shares 529,895 $109M 1% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,037 shares; 2024Q4: 166,740 shares; 2025Q1: 155,382 shares; 2025Q2: 174,955 shares 174,955 $108M 0.99% +19,573 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 10,109 shares; 2025Q1: 13,626 shares; 2025Q2: 1,722,609 shares 1,722,609 $88M 0.81% +1,708,983 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,508 shares; 2024Q4: 322,381 shares; 2025Q1: not reported; 2025Q2: 372,096 shares 372,096 $81.6M 0.75% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,589 shares; 2024Q4: 1,688,980 shares; 2025Q1: 2,182,955 shares; 2025Q2: 2,793,121 shares 2,793,121 $81.6M 0.75% +610,166 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454,229 shares; 2024Q4: 1,509,692 shares; 2025Q1: 1,497,794 shares; 2025Q2: 1,515,341 shares 1,515,341 $80.1M 0.74% +17,547 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,498 shares; 2024Q4: 331,455 shares; 2025Q1: not reported; 2025Q2: 402,203 shares 402,203 $78.4M 0.72% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,701 shares; 2024Q4: 363,179 shares; 2025Q1: not reported; 2025Q2: 359,315 shares 359,315 $73.5M 0.68% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746,137 shares; 2024Q4: 1,963,877 shares; 2025Q1: 2,064,742 shares; 2025Q2: 2,263,046 shares 2,263,046 $70.4M 0.65% +198,304 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560,452 shares; 2024Q4: 1,695,182 shares; 2025Q1: 1,787,044 shares; 2025Q2: 1,972,731 shares 1,972,731 $70.2M 0.65% +185,687 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,032 shares; 2024Q4: 806,460 shares; 2025Q1: 852,655 shares; 2025Q2: 920,220 shares 920,220 $66.9M 0.62% +67,565 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,917 shares; 2024Q4: 234,305 shares; 2025Q1: 253,274 shares; 2025Q2: 267,629 shares 267,629 $63.4M 0.58% +14,355 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 682,854 shares; 2025Q1: 1,374,967 shares; 2025Q2: 1,013,335 shares 1,013,335 $63.2M 0.58% -361,632 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600,150 shares; 2024Q4: 1,654,198 shares; 2025Q1: 1,873,561 shares; 2025Q2: 1,558,485 shares 1,558,485 $63.1M 0.58% -315,076 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,824 shares; 2024Q4: 204,557 shares; 2025Q1: 202,762 shares; 2025Q2: 204,663 shares 204,663 $62.2M 0.57% +1,901 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,352 shares; 2024Q4: 79,419 shares; 2025Q1: 86,228 shares; 2025Q2: 83,532 shares 83,532 $61.7M 0.57% -2,696 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,704 shares; 2024Q4: 610,396 shares; 2025Q1: 531,661 shares; 2025Q2: 597,681 shares 597,681 $60.3M 0.55% +66,020 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,205 shares; 2024Q4: 575,001 shares; 2025Q1: 557,049 shares; 2025Q2: 553,973 shares 553,973 $55M 0.51% -3,076 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,598 shares; 2024Q4: 801,673 shares; 2025Q1: not reported; 2025Q2: 743,458 shares 743,458 $50.7M 0.47% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,220 shares; 2024Q4: 809,442 shares; 2025Q1: 825,001 shares; 2025Q2: 846,824 shares 846,824 $48.3M 0.44% +21,823 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262,708 shares; 2024Q4: 1,381,380 shares; 2025Q1: 1,440,087 shares; 2025Q2: 1,551,634 shares 1,551,634 $46.3M 0.43% +111,547 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,561 shares; 2024Q4: 139,906 shares; 2025Q1: not reported; 2025Q2: 157,589 shares 157,589 $45.7M 0.42% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,726 shares; 2024Q4: 150,308 shares; 2025Q1: 160,041 shares; 2025Q2: 164,222 shares 164,222 $45.3M 0.42% +4,181 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,185 shares; 2024Q4: 238,365 shares; 2025Q1: 393,324 shares; 2025Q2: 475,892 shares 475,892 $44.7M 0.41% +82,568 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,743 shares; 2024Q4: 1,527,961 shares; 2025Q1: not reported; 2025Q2: 1,741,499 shares 1,741,499 $44.6M 0.41% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,998 shares; 2024Q4: 231,919 shares; 2025Q1: 245,725 shares; 2025Q2: 243,797 shares 243,797 $43M 0.4% -1,928 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,541 shares; 2024Q4: 357,884 shares; 2025Q1: not reported; 2025Q2: 390,168 shares 390,168 $42.8M 0.39% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,536 shares; 2024Q4: 849,304 shares; 2025Q1: 893,883 shares; 2025Q2: 810,277 shares 810,277 $42.4M 0.39% -83,606 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,215 shares; 2024Q4: 67,308 shares; 2025Q1: 87,318 shares; 2025Q2: 94,287 shares 94,287 $40M 0.37% +6,969 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,128 shares; 2024Q4: 84,181 shares; 2025Q1: 94,359 shares; 2025Q2: 106,334 shares 106,334 $37.8M 0.35% +11,975 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,812 shares; 2024Q4: 432,668 shares; 2025Q1: not reported; 2025Q2: 473,118 shares 473,118 $37.5M 0.35% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,616 shares; 2024Q4: 135,627 shares; 2025Q1: 195,359 shares; 2025Q2: 237,877 shares 237,877 $35.1M 0.32% +42,518 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,698 shares; 2024Q4: 439,220 shares; 2025Q1: 453,675 shares; 2025Q2: 701,192 shares 701,192 $33.7M 0.31% +247,517 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,731 shares; 2024Q4: 60,092 shares; 2025Q1: 63,408 shares; 2025Q2: 68,228 shares 68,228 $33.1M 0.3% +4,820 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,836 shares; 2024Q4: 306,923 shares; 2025Q1: 294,950 shares; 2025Q2: 389,575 shares 389,575 $32.5M 0.3% +94,625 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,922 shares; 2024Q4: 449,921 shares; 2025Q1: 447,378 shares; 2025Q2: 431,593 shares 431,593 $32.3M 0.3% -15,785 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,211 shares; 2024Q4: 86,637 shares; 2025Q1: 92,598 shares; 2025Q2: 99,695 shares 99,695 $31.7M 0.29% +7,097 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 19,086 shares; 2025Q1: 21,892 shares; 2025Q2: 23,432 shares 23,432 $31.4M 0.29% +1,540 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,121 shares; 2024Q4: 444,144 shares; 2025Q1: 445,952 shares; 2025Q2: 455,019 shares 455,019 $30.6M 0.28% +9,067 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,526 shares; 2024Q4: 350,041 shares; 2025Q1: 422,886 shares; 2025Q2: 444,194 shares 444,194 $30.4M 0.28% +21,308 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,706 shares; 2024Q4: 875,436 shares; 2025Q1: 938,235 shares; 2025Q2: 1,027,563 shares 1,027,563 $30.3M 0.28% +89,328 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,925 shares; 2024Q4: 53,121 shares; 2025Q1: not reported; 2025Q2: 49,507 shares 49,507 $27.8M 0.26% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,816 shares; 2024Q4: 23,830 shares; 2025Q1: not reported; 2025Q2: 28,014 shares 28,014 $27.7M 0.26% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,223 shares; 2024Q4: 996,942 shares; 2025Q1: 971,376 shares; 2025Q2: 935,127 shares 935,127 $27.4M 0.25% -36,249 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,224 shares; 2024Q4: 79,915 shares; 2025Q1: 135,501 shares; 2025Q2: 242,051 shares 242,051 $26.3M 0.24% +106,550 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,597 shares; 2024Q4: 681,531 shares; 2025Q1: 702,028 shares; 2025Q2: 614,170 shares 614,170 $26.2M 0.24% -87,858 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,995 shares; 2024Q4: 122,424 shares; 2025Q1: 101,382 shares; 2025Q2: 103,556 shares 103,556 $26.2M 0.24% +2,174 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,208 shares; 2024Q4: 211,319 shares; 2025Q1: 221,443 shares; 2025Q2: 285,674 shares 285,674 $26.2M 0.24% +64,231 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,796 shares; 2024Q4: 313,807 shares; 2025Q1: 312,908 shares; 2025Q2: 330,410 shares 330,410 $26M 0.24% +17,502 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,833 shares; 2024Q4: 199,841 shares; 2025Q1: 231,877 shares; 2025Q2: 256,092 shares 256,092 $25M 0.23% +24,215 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,176 shares; 2024Q4: 198,243 shares; 2025Q1: 266,829 shares; 2025Q2: 266,551 shares 266,551 $24.7M 0.23% -278 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,809 shares; 2024Q4: 420,225 shares; 2025Q1: 430,923 shares; 2025Q2: 443,412 shares 443,412 $24.4M 0.22% +12,489 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,221 shares; 2024Q4: 168,232 shares; 2025Q1: not reported; 2025Q2: 175,667 shares 175,667 $23.9M 0.22% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880,171 shares; 2024Q4: 1,927,133 shares; 2025Q1: 1,855,163 shares; 2025Q2: 1,829,083 shares 1,829,083 $23.9M 0.22% -26,080 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,341 shares; 2024Q4: 938,759 shares; 2025Q1: 956,675 shares; 2025Q2: 935,204 shares 935,204 $23.7M 0.22% -21,471 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,827 shares; 2024Q4: 1,000,830 shares; 2025Q1: not reported; 2025Q2: 1,053,689 shares 1,053,689 $23.3M 0.21% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,822 shares; 2024Q4: 27,035 shares; 2025Q1: 32,463 shares; 2025Q2: 40,945 shares 40,945 $23.3M 0.21% +8,482 Timeline BBUS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,196 shares; 2024Q4: 154,938 shares; 2025Q1: 207,284 shares; 2025Q2: 206,411 shares 206,411 $23.1M 0.21% -873 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,957 shares; 2024Q4: 99,934 shares; 2025Q1: 119,310 shares; 2025Q2: 130,635 shares 130,635 $23.1M 0.21% +11,325 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,168 shares; 2024Q4: 931,020 shares; 2025Q1: not reported; 2025Q2: 861,845 shares 861,845 $22.8M 0.21% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 13,558 shares; 2025Q1: 18,413 shares; 2025Q2: 67,033 shares 67,033 $22.8M 0.21% +48,620 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,804 shares; 2024Q4: 285,316 shares; 2025Q1: 166,700 shares; 2025Q2: 166,132 shares 166,132 $22.5M 0.21% -568 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,345 shares; 2024Q4: 654,372 shares; 2025Q1: 701,051 shares; 2025Q2: 772,818 shares 772,818 $22.4M 0.21% +71,767 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,334 shares; 2024Q4: 273,365 shares; 2025Q1: 129,342 shares; 2025Q2: 348,063 shares 348,063 $22.3M 0.2% +218,721 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,226 shares; 2024Q4: 358,874 shares; 2025Q1: 371,046 shares; 2025Q2: 375,423 shares 375,423 $22.1M 0.2% +4,377 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,596 shares; 2024Q4: 29,034 shares; 2025Q1: 39,919 shares; 2025Q2: 39,436 shares 39,436 $21.8M 0.2% -483 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,025 shares; 2024Q4: 463,821 shares; 2025Q1: 501,576 shares; 2025Q2: 392,790 shares 392,790 $21.2M 0.19% -108,786 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,177 shares; 2024Q4: 413,602 shares; 2025Q1: not reported; 2025Q2: 485,338 shares 485,338 $20.9M 0.19% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,043 shares; 2024Q4: 330,302 shares; 2025Q1: 250,116 shares; 2025Q2: 278,983 shares 278,983 $20.6M 0.19% +28,867 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,791 shares; 2024Q4: 100,826 shares; 2025Q1: 108,884 shares; 2025Q2: 113,307 shares 113,307 $20.6M 0.19% +4,423 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,978 shares; 2024Q4: 118,598 shares; 2025Q1: 155,622 shares; 2025Q2: 152,970 shares 152,970 $20.6M 0.19% -2,652 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,834 shares; 2024Q4: 166,729 shares; 2025Q1: 172,260 shares; 2025Q2: 171,561 shares 171,561 $19.9M 0.18% -699 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590,071 shares; 2024Q4: 973,981 shares; 2025Q1: 656,307 shares; 2025Q2: 860,725 shares 860,725 $19.8M 0.18% +204,418 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,169 shares; 2024Q4: 107,428 shares; 2025Q1: not reported; 2025Q2: 109,114 shares 109,114 $19.4M 0.18% new Timeline AVIG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,339 shares; 2024Q4: 380,867 shares; 2025Q1: 428,538 shares; 2025Q2: 464,250 shares 464,250 $19.3M 0.18% +35,712 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,285 shares; 2024Q4: 87,664 shares; 2025Q1: not reported; 2025Q2: 103,789 shares 103,789 $19.3M 0.18% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,650 shares; 2024Q4: 48,477 shares; 2025Q1: not reported; 2025Q2: 51,687 shares 51,687 $19M 0.17% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,624 shares; 2024Q4: 138,456 shares; 2025Q1: not reported; 2025Q2: 282,131 shares 282,131 $18.7M 0.17% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,335 shares; 2024Q4: 76,252 shares; 2025Q1: 104,294 shares; 2025Q2: 165,854 shares 165,854 $18.7M 0.17% +61,560 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,935 shares; 2024Q4: 211,996 shares; 2025Q1: 221,298 shares; 2025Q2: 224,705 shares 224,705 $18.6M 0.17% +3,407 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,893 shares; 2024Q4: 19,274 shares; 2025Q1: 23,661 shares; 2025Q2: 23,900 shares 23,900 $18.6M 0.17% +239 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,422 shares; 2024Q4: 226,665 shares; 2025Q1: 247,838 shares; 2025Q2: 285,184 shares 285,184 $17.7M 0.16% +37,346 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,112 shares; 2024Q4: 318,047 shares; 2025Q1: 306,992 shares; 2025Q2: 294,976 shares 294,976 $17.6M 0.16% -12,016 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 83,998 shares; 2025Q1: 73,218 shares; 2025Q2: 86,939 shares 86,939 $16.9M 0.16% +13,721 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,842 shares; 2024Q4: 187,351 shares; 2025Q1: not reported; 2025Q2: 238,978 shares 238,978 $16.6M 0.15% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,341 shares; 2024Q4: 337,600 shares; 2025Q1: not reported; 2025Q2: 554,689 shares 554,689 $16.1M 0.15% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 2,075 shares; 2025Q1: 16,631 shares; 2025Q2: 153,601 shares 153,601 $15.8M 0.15% +136,970 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,984 shares; 2024Q4: 184,528 shares; 2025Q1: not reported; 2025Q2: 200,835 shares 200,835 $15.5M 0.14% new Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,725 shares; 2024Q4: 306,307 shares; 2025Q1: 318,469 shares; 2025Q2: 309,875 shares 309,875 $15.2M 0.14% -8,594 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,966 shares; 2024Q4: 61,988 shares; 2025Q1: 64,550 shares; 2025Q2: 66,912 shares 66,912 $15.2M 0.14% +2,362 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517,017 shares; 2024Q4: 2,714,696 shares; 2025Q1: 2,147,305 shares; 2025Q2: 237,992 shares 237,992 $15M 0.14% -1,909,313 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,327 shares; 2024Q4: 290,982 shares; 2025Q1: 290,720 shares; 2025Q2: 299,130 shares 299,130 $14.8M 0.14% +8,410 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,094 shares; 2024Q4: 417,139 shares; 2025Q1: 465,468 shares; 2025Q2: 464,183 shares 464,183 $14.7M 0.14% -1,285 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,443 shares; 2024Q4: 221,712 shares; 2025Q1: 248,082 shares; 2025Q2: 334,921 shares 334,921 $14.5M 0.13% +86,839 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,713 shares; 2024Q4: 112,527 shares; 2025Q1: 121,829 shares; 2025Q2: 178,793 shares 178,793 $14.5M 0.13% +56,964 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 22,081 shares; 2025Q1: 26,513 shares; 2025Q2: 36,120 shares 36,120 $14.3M 0.13% +9,607 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,403 shares; 2024Q4: 99,232 shares; 2025Q1: not reported; 2025Q2: 129,824 shares 129,824 $14.2M 0.13% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,520 shares; 2024Q4: 84,765 shares; 2025Q1: 97,305 shares; 2025Q2: 99,031 shares 99,031 $14.2M 0.13% +1,726 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,922 shares; 2024Q4: 48,064 shares; 2025Q1: 49,433 shares; 2025Q2: 45,949 shares 45,949 $14M 0.13% -3,484 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,921 shares; 2024Q4: 86,154 shares; 2025Q1: 89,774 shares; 2025Q2: 87,318 shares 87,318 $13.9M 0.13% -2,456 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,026 shares; 2024Q4: 521,308 shares; 2025Q1: 513,668 shares; 2025Q2: 594,111 shares 594,111 $13.8M 0.13% +80,443 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,994 shares; 2024Q4: 41,617 shares; 2025Q1: 44,978 shares; 2025Q2: 49,205 shares 49,205 $13.7M 0.13% +4,227 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,815 shares; 2024Q4: 630,641 shares; 2025Q1: 657,942 shares; 2025Q2: 646,275 shares 646,275 $13.7M 0.13% -11,667 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,772 shares; 2024Q4: 367,703 shares; 2025Q1: 372,947 shares; 2025Q2: 517,426 shares 517,426 $13.4M 0.12% +144,479 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,827 shares; 2024Q4: 110,317 shares; 2025Q1: not reported; 2025Q2: 123,718 shares 123,718 $13.3M 0.12% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,560 shares; 2024Q4: 24,679 shares; 2025Q1: not reported; 2025Q2: 62,646 shares 62,646 $13.3M 0.12% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,148 shares; 2024Q4: 238,353 shares; 2025Q1: not reported; 2025Q2: 215,786 shares 215,786 $13M 0.12% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,287 shares; 2024Q4: 77,539 shares; 2025Q1: 100,307 shares; 2025Q2: 84,401 shares 84,401 $12.9M 0.12% -15,906 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,325 shares; 2024Q4: 206,962 shares; 2025Q1: 215,173 shares; 2025Q2: 233,048 shares 233,048 $12.9M 0.12% +17,875 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,791 shares; 2024Q4: 73,308 shares; 2025Q1: 78,829 shares; 2025Q2: 91,352 shares 91,352 $12.4M 0.11% +12,523 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,816 shares; 2025Q1: not reported; 2025Q2: 11,769 shares 11,769 $12.3M 0.11% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,729 shares; 2024Q4: 157,098 shares; 2025Q1: 115,826 shares; 2025Q2: 126,737 shares 126,737 $12.3M 0.11% +10,911 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,851 shares; 2024Q4: 47,543 shares; 2025Q1: 54,315 shares; 2025Q2: 60,056 shares 60,056 $12.3M 0.11% +5,741 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,831 shares; 2025Q1: 63,272 shares; 2025Q2: 127,778 shares 127,778 $12M 0.11% +64,506 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,062 shares; 2024Q4: 71,306 shares; 2025Q1: 80,800 shares; 2025Q2: 89,678 shares 89,678 $12M 0.11% +8,878 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,851 shares; 2024Q4: 92,829 shares; 2025Q1: 102,492 shares; 2025Q2: 134,390 shares 134,390 $11.8M 0.11% +31,898 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,716 shares; 2024Q4: 21,791 shares; 2025Q1: 22,023 shares; 2025Q2: 22,097 shares 22,097 $11.8M 0.11% +74 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,895 shares; 2024Q4: 82,691 shares; 2025Q1: 102,682 shares; 2025Q2: 130,800 shares 130,800 $11.7M 0.11% +28,118 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,366 shares; 2024Q4: 120,843 shares; 2025Q1: not reported; 2025Q2: 145,656 shares 145,656 $11.7M 0.11% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,056 shares; 2024Q4: 277,432 shares; 2025Q1: 359,991 shares; 2025Q2: 435,611 shares 435,611 $11.6M 0.11% +75,620 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,420 shares; 2024Q4: 150,175 shares; 2025Q1: 180,514 shares; 2025Q2: 189,770 shares 189,770 $11.6M 0.11% +9,256 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,206 shares; 2024Q4: 75,213 shares; 2025Q1: 77,591 shares; 2025Q2: 89,396 shares 89,396 $11M 0.1% +11,805 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,575 shares; 2024Q4: 34,738 shares; 2025Q1: not reported; 2025Q2: 34,396 shares 34,396 $11M 0.1% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 12,273 shares; 2025Q1: 12,187 shares; 2025Q2: 13,959 shares 13,959 $11M 0.1% +1,772 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 8,741 shares; 2025Q1: 15,075 shares; 2025Q2: 15,717 shares 15,717 $11M 0.1% +642 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,688 shares; 2024Q4: 16,934 shares; 2025Q1: 20,984 shares; 2025Q2: 24,566 shares 24,566 $10.8M 0.1% +3,582 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,775 shares; 2024Q4: 21,714 shares; 2025Q1: 22,167 shares; 2025Q2: 22,905 shares 22,905 $10.7M 0.1% +738 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 24,264 shares; 2025Q1: 27,717 shares; 2025Q2: 49,571 shares 49,571 $10.7M 0.1% +21,854 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,778 shares; 2024Q4: 137,927 shares; 2025Q1: 217,622 shares; 2025Q2: 223,720 shares 223,720 $10.6M 0.1% +6,098 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,455 shares; 2024Q4: 184,742 shares; 2025Q1: 189,745 shares; 2025Q2: 194,442 shares 194,442 $10.6M 0.1% +4,697 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,996 shares; 2024Q4: 221,524 shares; 2025Q1: 335,247 shares; 2025Q2: 343,257 shares 343,257 $10.5M 0.1% +8,010 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,343 shares; 2024Q4: 9,863 shares; 2025Q1: 10,177 shares; 2025Q2: 10,149 shares 10,149 $10.4M 0.1% -28 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,460 shares; 2024Q4: 90,659 shares; 2025Q1: not reported; 2025Q2: 222,629 shares 222,629 $10.3M 0.09% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,069 shares; 2024Q4: 281,147 shares; 2025Q1: 231,154 shares; 2025Q2: 240,919 shares 240,919 $10.3M 0.09% +9,765 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,743 shares; 2024Q4: 29,095 shares; 2025Q1: 34,686 shares; 2025Q2: 46,756 shares 46,756 $10.2M 0.09% +12,070 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 30,917 shares; 2025Q1: 31,400 shares; 2025Q2: 32,815 shares 32,815 $10.2M 0.09% +1,415 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,047 shares; 2024Q4: 361,643 shares; 2025Q1: 372,822 shares; 2025Q2: 352,058 shares 352,058 $10.1M 0.09% -20,764 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,046 shares; 2024Q4: 117,284 shares; 2025Q1: 115,909 shares; 2025Q2: 94,867 shares 94,867 $10.1M 0.09% -21,042 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,866 shares; 2024Q4: 252,896 shares; 2025Q1: 249,932 shares; 2025Q2: 257,495 shares 257,495 $10.1M 0.09% +7,563 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,052 shares; 2024Q4: 105,307 shares; 2025Q1: 145,717 shares; 2025Q2: 149,814 shares 149,814 $10.1M 0.09% +4,097 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,511 shares; 2024Q4: 109,464 shares; 2025Q1: 128,381 shares; 2025Q2: 157,722 shares 157,722 $10M 0.09% +29,341 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,947 shares; 2024Q4: 61,983 shares; 2025Q1: 63,518 shares; 2025Q2: 60,953 shares 60,953 $10M 0.09% -2,565 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,359 shares; 2024Q4: 155,206 shares; 2025Q1: not reported; 2025Q2: 194,290 shares 194,290 $10M 0.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,706 shares; 2024Q4: 213,979 shares; 2025Q1: not reported; 2025Q2: 304,441 shares 304,441 $10M 0.09% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,858 shares; 2024Q4: 35,810 shares; 2025Q1: 36,459 shares; 2025Q2: 33,348 shares 33,348 $9.97M 0.09% -3,111 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,115 shares; 2024Q4: 62,687 shares; 2025Q1: 91,504 shares; 2025Q2: 93,122 shares 93,122 $9.79M 0.09% +1,618 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,815 shares; 2024Q4: 145,522 shares; 2025Q1: not reported; 2025Q2: 140,163 shares 140,163 $9.73M 0.09% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,190 shares; 2024Q4: 200,960 shares; 2025Q1: 183,747 shares; 2025Q2: 195,806 shares 195,806 $9.69M 0.09% +12,059 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 13,232 shares; 2025Q1: 18,357 shares; 2025Q2: 18,211 shares 18,211 $9.6M 0.09% -146 Timeline AVSF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,328 shares; 2024Q4: 168,901 shares; 2025Q1: 193,233 shares; 2025Q2: 204,094 shares 204,094 $9.6M 0.09% +10,861 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,023 shares; 2024Q4: 326,441 shares; 2025Q1: 370,459 shares; 2025Q2: 373,269 shares 373,269 $9.51M 0.09% +2,810 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,644 shares; 2024Q4: 121,479 shares; 2025Q1: 140,027 shares; 2025Q2: 174,031 shares 174,031 $9.39M 0.09% +34,004 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,645 shares; 2024Q4: 109,353 shares; 2025Q1: 105,489 shares; 2025Q2: 100,570 shares 100,570 $9.38M 0.09% -4,919 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,905 shares; 2024Q4: 62,609 shares; 2025Q1: 62,963 shares; 2025Q2: 64,013 shares 64,013 $9.31M 0.09% +1,050 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,203 shares; 2024Q4: 57,962 shares; 2025Q1: not reported; 2025Q2: 97,097 shares 97,097 $9.3M 0.09% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,004 shares; 2024Q4: 30,708 shares; 2025Q1: 35,655 shares; 2025Q2: 33,902 shares 33,902 $9.24M 0.09% -1,753 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,873 shares; 2024Q4: 156,256 shares; 2025Q1: 175,983 shares; 2025Q2: 194,509 shares 194,509 $9.2M 0.08% +18,526 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 25,364 shares; 2025Q1: 28,072 shares; 2025Q2: 34,464 shares 34,464 $9.2M 0.08% +6,392 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 19,305 shares; 2025Q1: 20,288 shares; 2025Q2: 19,657 shares 19,657 $9.1M 0.08% -631 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,392 shares; 2025Q1: not reported; 2025Q2: 88,861 shares 88,861 $9.09M 0.08% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,932 shares; 2024Q4: 29,300 shares; 2025Q1: 56,078 shares; 2025Q2: 63,774 shares 63,774 $8.98M 0.08% +7,696 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,068 shares; 2024Q4: 207,656 shares; 2025Q1: 209,801 shares; 2025Q2: 212,063 shares 212,063 $8.96M 0.08% +2,262 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,848 shares; 2024Q4: 31,729 shares; 2025Q1: 34,573 shares; 2025Q2: 37,195 shares 37,195 $8.86M 0.08% +2,622 Timeline JGLO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,724 shares; 2024Q4: 114,352 shares; 2025Q1: not reported; 2025Q2: 135,623 shares 135,623 $8.73M 0.08% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,260 shares; 2024Q4: 379,002 shares; 2025Q1: 436,818 shares; 2025Q2: 461,058 shares 461,058 $8.68M 0.08% +24,240 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,404 shares; 2024Q4: 34,744 shares; 2025Q1: 39,064 shares; 2025Q2: 31,066 shares 31,066 $8.67M 0.08% -7,998 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,839 shares; 2024Q4: 116,006 shares; 2025Q1: 117,801 shares; 2025Q2: 351,256 shares 351,256 $8.62M 0.08% +233,455 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,494 shares; 2024Q4: 369,341 shares; 2025Q1: 385,795 shares; 2025Q2: 406,406 shares 406,406 $8.5M 0.08% +20,611 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,559 shares; 2024Q4: 18,342 shares; 2025Q1: 11,439 shares; 2025Q2: 83,065 shares 83,065 $8.36M 0.08% +71,626 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,295 shares; 2024Q4: 174,861 shares; 2025Q1: 182,304 shares; 2025Q2: 184,829 shares 184,829 $8.36M 0.08% +2,525 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,875 shares; 2024Q4: 28,753 shares; 2025Q1: 40,533 shares; 2025Q2: 74,728 shares 74,728 $8.29M 0.08% +34,195 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,495 shares; 2024Q4: 20,024 shares; 2025Q1: 23,895 shares; 2025Q2: 27,966 shares 27,966 $8.24M 0.08% +4,071 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 20,844 shares; 2025Q1: 23,905 shares; 2025Q2: 28,276 shares 28,276 $8.19M 0.08% +4,371 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,153 shares; 2024Q4: 34,430 shares; 2025Q1: 36,488 shares; 2025Q2: 35,512 shares 35,512 $8.17M 0.08% -976 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,079 shares; 2024Q4: 167,806 shares; 2025Q1: not reported; 2025Q2: 146,525 shares 146,525 $8.07M 0.07% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 5,062 shares; 2025Q1: 9,597 shares; 2025Q2: 10,513 shares 10,513 $8.07M 0.07% +916 Timeline GWX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,624 shares; 2024Q4: 204,398 shares; 2025Q1: 211,349 shares; 2025Q2: 214,836 shares 214,836 $7.99M 0.07% +3,487 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 19,906 shares; 2025Q1: 23,171 shares; 2025Q2: 26,262 shares 26,262 $7.99M 0.07% +3,091 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,783 shares; 2024Q4: 167,257 shares; 2025Q1: not reported; 2025Q2: 208,871 shares 208,871 $7.93M 0.07% new Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,693 shares; 2025Q1: 324,429 shares; 2025Q2: 289,843 shares 289,843 $7.88M 0.07% -34,586 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,817 shares; 2024Q4: 62,259 shares; 2025Q1: 65,592 shares; 2025Q2: 66,647 shares 66,647 $7.86M 0.07% +1,055 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,762 shares; 2024Q4: 22,526 shares; 2025Q1: 24,490 shares; 2025Q2: 20,186 shares 20,186 $7.84M 0.07% -4,304 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,109 shares; 2024Q4: 84,080 shares; 2025Q1: 100,540 shares; 2025Q2: 109,722 shares 109,722 $7.76M 0.07% +9,182 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,034 shares; 2025Q2: 138,031 shares 138,031 $7.64M 0.07% +33,997 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,783 shares; 2024Q4: 24,426 shares; 2025Q1: 42,455 shares; 2025Q2: 45,101 shares 45,101 $7.58M 0.07% +2,646 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196,887 shares; 2025Q1: 256,145 shares; 2025Q2: 200,268 shares 200,268 $7.54M 0.07% -55,877 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,446 shares; 2024Q4: 16,677 shares; 2025Q1: 18,018 shares; 2025Q2: 24,265 shares 24,265 $7.48M 0.07% +6,247 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,491 shares; 2024Q4: 306,172 shares; 2025Q1: 330,627 shares; 2025Q2: 317,172 shares 317,172 $7.41M 0.07% -13,455 APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,621 shares; 2024Q4: 59,346 shares; 2025Q1: 69,729 shares; 2025Q2: 74,793 shares 74,793 $7.39M 0.07% +5,064 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,369 shares; 2024Q4: 65,883 shares; 2025Q1: 74,803 shares; 2025Q2: 86,529 shares 86,529 $7.37M 0.07% +11,726 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 36,373 shares; 2025Q1: 33,074 shares; 2025Q2: 55,485 shares 55,485 $7.33M 0.07% +22,411 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,404 shares; 2024Q4: 25,266 shares; 2025Q1: 27,995 shares; 2025Q2: 22,972 shares 22,972 $7.33M 0.07% -5,023 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,726 shares; 2024Q4: 14,348 shares; 2025Q1: 16,000 shares; 2025Q2: 20,890 shares 20,890 $7.31M 0.07% +4,890 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 14,384 shares; 2025Q1: 7,656 shares; 2025Q2: 79,490 shares 79,490 $7.31M 0.07% +71,834 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,157 shares; 2024Q4: 26,517 shares; 2025Q1: 53,650 shares; 2025Q2: 68,380 shares 68,380 $7.22M 0.07% +14,730 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,037 shares; 2024Q4: 18,734 shares; 2025Q1: 18,618 shares; 2025Q2: 18,633 shares 18,633 $7.21M 0.07% +15 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,540 shares; 2024Q4: 43,413 shares; 2025Q1: not reported; 2025Q2: 50,704 shares 50,704 $7.2M 0.07% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 6,724 shares; 2025Q1: 7,859 shares; 2025Q2: 7,851 shares 7,851 $7.03M 0.06% -8 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,160 shares; 2024Q4: 104,157 shares; 2025Q1: 100,739 shares; 2025Q2: 94,974 shares 94,974 $6.99M 0.06% -5,765 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 31,006 shares; 2025Q1: 34,246 shares; 2025Q2: 24,587 shares 24,587 $6.99M 0.06% -9,659 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,556 shares; 2024Q4: 144,577 shares; 2025Q1: 170,669 shares; 2025Q2: 212,291 shares 212,291 $6.99M 0.06% +41,622 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,486 shares; 2024Q4: 30,780 shares; 2025Q1: 31,195 shares; 2025Q2: 31,314 shares 31,314 $6.98M 0.06% +119 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,550 shares; 2024Q4: 43,965 shares; 2025Q1: 61,401 shares; 2025Q2: 73,534 shares 73,534 $6.91M 0.06% +12,133 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,807 shares; 2024Q4: 100,996 shares; 2025Q1: 135,792 shares; 2025Q2: 140,313 shares 140,313 $6.88M 0.06% +4,521 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,987 shares; 2024Q4: 14,454 shares; 2025Q1: 15,339 shares; 2025Q2: 15,362 shares 15,362 $6.84M 0.06% +23 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,947 shares; 2024Q4: 187,895 shares; 2025Q1: 278,941 shares; 2025Q2: 331,946 shares 331,946 $6.8M 0.06% +53,005 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668,707 shares; 2024Q4: 767,634 shares; 2025Q1: not reported; 2025Q2: 76,957 shares 76,957 $6.79M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,430 shares; 2024Q4: 129,174 shares; 2025Q1: 154,396 shares; 2025Q2: 160,114 shares 160,114 $6.78M 0.06% +5,718 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,607 shares; 2024Q4: 60,039 shares; 2025Q1: 79,224 shares; 2025Q2: 148,338 shares 148,338 $6.74M 0.06% +69,114 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,851 shares; 2024Q4: 43,127 shares; 2025Q1: 46,508 shares; 2025Q2: 55,319 shares 55,319 $6.69M 0.06% +8,811 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,744 shares; 2025Q1: 6,341 shares; 2025Q2: 12,605 shares 12,605 $6.67M 0.06% +6,264 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,687 shares; 2024Q4: 20,732 shares; 2025Q1: not reported; 2025Q2: 22,681 shares 22,681 $6.63M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 10,734 shares; 2025Q1: 11,311 shares; 2025Q2: 8,249 shares 8,249 $6.61M 0.06% -3,062 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,329 shares; 2024Q4: 38,331 shares; 2025Q1: 34,751 shares; 2025Q2: 73,398 shares 73,398 $6.55M 0.06% +38,647 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,329 shares; 2024Q4: 90,248 shares; 2025Q1: not reported; 2025Q2: 78,861 shares 78,861 $6.53M 0.06% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,641 shares; 2024Q4: 41,019 shares; 2025Q1: not reported; 2025Q2: 50,599 shares 50,599 $6.46M 0.06% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,158 shares; 2024Q4: 29,271 shares; 2025Q1: not reported; 2025Q2: 35,076 shares 35,076 $6.43M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,356 shares; 2024Q4: 279,854 shares; 2025Q1: not reported; 2025Q2: 275,440 shares 275,440 $6.4M 0.06% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,115 shares; 2024Q4: 38,015 shares; 2025Q1: 27,308 shares; 2025Q2: 47,051 shares 47,051 $6.35M 0.06% +19,743 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,836 shares; 2024Q4: 46,904 shares; 2025Q1: not reported; 2025Q2: 198,526 shares 198,526 $6.33M 0.06% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,605 shares; 2024Q4: 82,201 shares; 2025Q1: 84,831 shares; 2025Q2: 88,979 shares 88,979 $6.3M 0.06% +4,148 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,176 shares; 2024Q4: 211,821 shares; 2025Q1: 218,536 shares; 2025Q2: 214,076 shares 214,076 $6.29M 0.06% -4,460 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,601 shares; 2024Q4: 77,312 shares; 2025Q1: 88,980 shares; 2025Q2: 89,674 shares 89,674 $6.27M 0.06% +694 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,076 shares; 2025Q2: 119,509 shares 119,509 $6.23M 0.06% +31,433 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,037 shares; 2024Q4: 123,243 shares; 2025Q1: 117,679 shares; 2025Q2: 136,476 shares 136,476 $6.1M 0.06% +18,797 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,398 shares; 2024Q4: 13,366 shares; 2025Q1: 13,474 shares; 2025Q2: 21,829 shares 21,829 $6.02M 0.06% +8,355 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,930 shares; 2025Q1: 56,015 shares; 2025Q2: 61,067 shares 61,067 $5.94M 0.05% +5,052 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,554 shares; 2024Q4: 102,657 shares; 2025Q1: not reported; 2025Q2: 85,970 shares 85,970 $5.93M 0.05% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,320 shares; 2024Q4: 10,623 shares; 2025Q1: 12,718 shares; 2025Q2: 17,694 shares 17,694 $5.85M 0.05% +4,976 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,988 shares; 2024Q4: 12,707 shares; 2025Q1: 14,247 shares; 2025Q2: 15,088 shares 15,088 $5.78M 0.05% +841 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,219 shares; 2024Q4: 92,561 shares; 2025Q1: not reported; 2025Q2: 116,008 shares 116,008 $5.7M 0.05% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,072 shares; 2024Q4: 15,028 shares; 2025Q1: 15,028 shares; 2025Q2: 15,053 shares 15,053 $5.69M 0.05% +25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,553 shares; 2024Q4: 110,872 shares; 2025Q1: 53,549 shares; 2025Q2: 66,745 shares 66,745 $5.66M 0.05% +13,196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,143 shares; 2024Q4: 70,226 shares; 2025Q1: 73,299 shares; 2025Q2: 45,093 shares 45,093 $5.59M 0.05% -28,206 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,396 shares; 2024Q4: 44,236 shares; 2025Q1: 45,305 shares; 2025Q2: 40,291 shares 40,291 $5.59M 0.05% -5,014 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,869 shares; 2024Q4: 47,774 shares; 2025Q1: 48,156 shares; 2025Q2: 46,794 shares 46,794 $5.58M 0.05% -1,362 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,909 shares; 2024Q4: 36,655 shares; 2025Q1: 98,787 shares; 2025Q2: 106,305 shares 106,305 $5.56M 0.05% +7,518 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,107 shares; 2024Q4: 110,796 shares; 2025Q1: 110,188 shares; 2025Q2: 109,147 shares 109,147 $5.55M 0.05% -1,041 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,374 shares; 2024Q4: 66,636 shares; 2025Q1: not reported; 2025Q2: 64,815 shares 64,815 $5.55M 0.05% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,833 shares; 2024Q4: 51,740 shares; 2025Q1: not reported; 2025Q2: 67,128 shares 67,128 $5.48M 0.05% new Timeline FEZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,015 shares 91,015 $5.44M 0.05% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,998 shares; 2024Q4: 258,313 shares; 2025Q1: 256,825 shares; 2025Q2: 253,555 shares 253,555 $5.43M 0.05% -3,270 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,190 shares; 2024Q4: 232,282 shares; 2025Q1: 264,991 shares; 2025Q2: 258,797 shares 258,797 $5.42M 0.05% -6,194 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,988 shares; 2024Q4: 30,115 shares; 2025Q1: 31,399 shares; 2025Q2: 35,877 shares 35,877 $5.37M 0.05% +4,478 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,253 shares; 2024Q4: 26,793 shares; 2025Q1: not reported; 2025Q2: 27,136 shares 27,136 $5.36M 0.05% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,648 shares; 2024Q4: 72,802 shares; 2025Q1: 106,803 shares; 2025Q2: 111,472 shares 111,472 $5.33M 0.05% +4,669 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,538 shares; 2024Q4: 66,911 shares; 2025Q1: 54,837 shares; 2025Q2: 75,731 shares 75,731 $5.33M 0.05% +20,894 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,114 shares; 2024Q4: 260,879 shares; 2025Q1: not reported; 2025Q2: 311,261 shares 311,261 $5.33M 0.05% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,488 shares; 2024Q4: 12,869 shares; 2025Q1: 46,082 shares; 2025Q2: 49,581 shares 49,581 $5.33M 0.05% +3,499 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,753 shares; 2024Q4: 56,654 shares; 2025Q1: not reported; 2025Q2: 57,009 shares 57,009 $5.22M 0.05% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,440 shares; 2024Q4: 44,119 shares; 2025Q1: 70,944 shares; 2025Q2: 84,370 shares 84,370 $5.16M 0.05% +13,426 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,251 shares; 2024Q4: 220,849 shares; 2025Q1: 226,738 shares; 2025Q2: 230,265 shares 230,265 $5.15M 0.05% +3,527 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,686 shares; 2025Q1: not reported; 2025Q2: 52,551 shares 52,551 $5.09M 0.05% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 6,630 shares; 2025Q1: not reported; 2025Q2: 16,043 shares 16,043 $5.02M 0.05% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,519 shares; 2024Q4: 47,014 shares; 2025Q1: 48,147 shares; 2025Q2: 47,949 shares 47,949 $5M 0.05% -198 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,471 shares; 2024Q4: 10,613 shares; 2025Q1: 11,597 shares; 2025Q2: 12,527 shares 12,527 $4.96M 0.05% +930 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,794 shares; 2024Q4: 18,886 shares; 2025Q1: 24,057 shares; 2025Q2: 46,781 shares 46,781 $4.95M 0.05% +22,724 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,192 shares; 2024Q4: 28,091 shares; 2025Q1: 29,372 shares; 2025Q2: 30,790 shares 30,790 $4.9M 0.05% +1,418 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,696 shares; 2024Q4: 36,662 shares; 2025Q1: 114,735 shares; 2025Q2: 113,668 shares 113,668 $4.88M 0.04% -1,067 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,525 shares; 2024Q4: 32,595 shares; 2025Q1: 27,878 shares; 2025Q2: 26,565 shares 26,565 $4.86M 0.04% -1,313 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 16,873 shares; 2025Q1: 15,331 shares; 2025Q2: 11,926 shares 11,926 $4.84M 0.04% -3,405 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,137 shares; 2024Q4: 116,307 shares; 2025Q1: 113,777 shares; 2025Q2: 118,458 shares 118,458 $4.83M 0.04% +4,681 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,746 shares; 2024Q4: 212,995 shares; 2025Q1: not reported; 2025Q2: 50,171 shares 50,171 $4.78M 0.04% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 10,276 shares; 2025Q1: 11,217 shares; 2025Q2: 9,241 shares 9,241 $4.74M 0.04% -1,976 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,495 shares; 2025Q1: 110,641 shares; 2025Q2: 108,164 shares 108,164 $4.74M 0.04% -2,477 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,129 shares; 2024Q4: 252,236 shares; 2025Q1: not reported; 2025Q2: 264,106 shares 264,106 $4.7M 0.04% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,387 shares; 2024Q4: 31,357 shares; 2025Q1: 39,373 shares; 2025Q2: 39,203 shares 39,203 $4.69M 0.04% -170 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,551 shares; 2024Q4: 83,720 shares; 2025Q1: 91,550 shares; 2025Q2: 98,697 shares 98,697 $4.68M 0.04% +7,147 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,792 shares; 2024Q4: 41,126 shares; 2025Q1: 83,019 shares; 2025Q2: 25,722 shares 25,722 $4.67M 0.04% -57,297 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 8,469 shares; 2025Q1: 8,779 shares; 2025Q2: 11,493 shares 11,493 $4.65M 0.04% +2,714 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,289 shares; 2024Q4: 13,520 shares; 2025Q1: 14,047 shares; 2025Q2: 12,984 shares 12,984 $4.63M 0.04% -1,063 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,810 shares; 2024Q4: 55,909 shares; 2025Q1: not reported; 2025Q2: 55,279 shares 55,279 $4.63M 0.04% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 42,169 shares; 2025Q1: 84,748 shares; 2025Q2: 70,596 shares 70,596 $4.62M 0.04% -14,152 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,524 shares; 2024Q4: 128,152 shares; 2025Q1: 110,067 shares; 2025Q2: 101,524 shares 101,524 $4.62M 0.04% -8,543 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,867 shares; 2024Q4: 94,603 shares; 2025Q1: not reported; 2025Q2: 58,150 shares 58,150 $4.6M 0.04% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,061 shares; 2024Q4: 22,427 shares; 2025Q1: 20,878 shares; 2025Q2: 14,900 shares 14,900 $4.59M 0.04% -5,978 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,636 shares; 2024Q4: 26,469 shares; 2025Q1: 79,883 shares; 2025Q2: 90,958 shares 90,958 $4.58M 0.04% +11,075 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,424 shares; 2024Q4: 44,571 shares; 2025Q1: not reported; 2025Q2: 43,356 shares 43,356 $4.57M 0.04% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,534 shares; 2024Q4: 11,690 shares; 2025Q1: 12,679 shares; 2025Q2: 15,186 shares 15,186 $4.55M 0.04% +2,507 Timeline BBIN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,295 shares; 2024Q4: 50,172 shares; 2025Q1: 62,498 shares; 2025Q2: 65,735 shares 65,735 $4.44M 0.04% +3,237 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,568 shares; 2024Q4: 15,840 shares; 2025Q1: 18,721 shares; 2025Q2: 18,308 shares 18,308 $4.37M 0.04% -413 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,159 shares; 2024Q4: 65,747 shares; 2025Q1: 68,974 shares; 2025Q2: 69,458 shares 69,458 $4.36M 0.04% +484 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,957 shares; 2024Q4: 25,711 shares; 2025Q1: 30,191 shares; 2025Q2: 35,116 shares 35,116 $4.33M 0.04% +4,925 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,768 shares; 2024Q4: 69,335 shares; 2025Q1: 70,994 shares; 2025Q2: 98,692 shares 98,692 $4.3M 0.04% +27,698 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,249 shares; 2024Q4: 45,604 shares; 2025Q1: not reported; 2025Q2: 47,640 shares 47,640 $4.3M 0.04% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,139 shares; 2024Q4: 52,768 shares; 2025Q1: 41,685 shares; 2025Q2: 39,325 shares 39,325 $4.29M 0.04% -2,360 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,773 shares; 2024Q4: 35,278 shares; 2025Q1: 37,748 shares; 2025Q2: 37,192 shares 37,192 $4.29M 0.04% -556 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,835 shares; 2025Q1: 62,489 shares; 2025Q2: 114,049 shares 114,049 $4.29M 0.04% +51,560 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,498 shares; 2024Q4: 23,101 shares; 2025Q1: 62,038 shares; 2025Q2: 78,806 shares 78,806 $4.29M 0.04% +16,768 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 19,382 shares; 2025Q1: 44,548 shares; 2025Q2: 51,613 shares 51,613 $4.27M 0.04% +7,065 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 19,861 shares; 2025Q1: not reported; 2025Q2: 19,289 shares 19,289 $4.22M 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,372 shares; 2025Q2: 67,409 shares 67,409 $4.19M 0.04% +9,037 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,979 shares; 2025Q1: 9,491 shares; 2025Q2: 43,370 shares 43,370 $4.18M 0.04% +33,879 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,587 shares; 2024Q4: 35,160 shares; 2025Q1: 31,078 shares; 2025Q2: 29,329 shares 29,329 $4.11M 0.04% -1,749 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,064 shares; 2024Q4: 41,401 shares; 2025Q1: not reported; 2025Q2: 44,632 shares 44,632 $4.1M 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,412 shares; 2024Q4: 30,420 shares; 2025Q1: 41,170 shares; 2025Q2: 55,880 shares 55,880 $4.09M 0.04% +14,710 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 78,297 shares; 2025Q1: 80,120 shares; 2025Q2: 44,921 shares 44,921 $4.05M 0.04% -35,199 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,484 shares; 2024Q4: 87,234 shares; 2025Q1: 98,526 shares; 2025Q2: 109,461 shares 109,461 $4.04M 0.04% +10,935 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,464 shares; 2024Q4: 22,284 shares; 2025Q1: 19,654 shares; 2025Q2: 21,270 shares 21,270 $4.01M 0.04% +1,616 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 9,978 shares; 2025Q1: 12,499 shares; 2025Q2: 14,949 shares 14,949 $4M 0.04% +2,450 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,928 shares; 2025Q1: not reported; 2025Q2: 4,824 shares 4,824 $3.99M 0.04% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 39,519 shares; 2025Q1: 55,641 shares; 2025Q2: 55,278 shares 55,278 $3.98M 0.04% -363 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 16,356 shares; 2025Q1: 22,866 shares; 2025Q2: 26,066 shares 26,066 $3.97M 0.04% +3,200 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 45,862 shares; 2025Q1: 63,379 shares; 2025Q2: 62,704 shares 62,704 $3.97M 0.04% -675 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,402 shares; 2024Q4: 37,734 shares; 2025Q1: 39,776 shares; 2025Q2: 37,586 shares 37,586 $3.96M 0.04% -2,190 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,769 shares; 2024Q4: 151,333 shares; 2025Q1: not reported; 2025Q2: 160,647 shares 160,647 $3.93M 0.04% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,774 shares; 2025Q1: 1,987 shares; 2025Q2: 1,494 shares 1,494 $3.9M 0.04% -493 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,815 shares; 2024Q4: 68,524 shares; 2025Q1: 77,731 shares; 2025Q2: 88,126 shares 88,126 $3.89M 0.04% +10,395 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354,959 shares; 2025Q2: 770,233 shares 770,233 $3.87M 0.04% +415,274 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 15,718 shares; 2025Q1: not reported; 2025Q2: 19,362 shares 19,362 $3.82M 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,863 shares; 2024Q4: 17,187 shares; 2025Q1: 19,878 shares; 2025Q2: 37,806 shares 37,806 $3.82M 0.04% +17,928 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,226 shares; 2024Q4: 106,050 shares; 2025Q1: not reported; 2025Q2: 157,050 shares 157,050 $3.81M 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,540 shares; 2024Q4: 39,246 shares; 2025Q1: 46,615 shares; 2025Q2: 41,729 shares 41,729 $3.8M 0.03% -4,886 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,197 shares; 2024Q4: 12,507 shares; 2025Q1: 13,817 shares; 2025Q2: 18,291 shares 18,291 $3.8M 0.03% +4,474 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,867 shares; 2024Q4: 200,014 shares; 2025Q1: 158,931 shares; 2025Q2: 164,206 shares 164,206 $3.78M 0.03% +5,275 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,993 shares; 2024Q4: 39,094 shares; 2025Q1: 49,556 shares; 2025Q2: 43,227 shares 43,227 $3.77M 0.03% -6,329 Timeline NUKZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,653 shares; 2025Q1: 60,090 shares; 2025Q2: 66,598 shares 66,598 $3.77M 0.03% +6,508 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,030 shares; 2024Q4: 35,288 shares; 2025Q1: not reported; 2025Q2: 121,100 shares 121,100 $3.76M 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,666 shares; 2024Q4: 38,350 shares; 2025Q1: 41,726 shares; 2025Q2: 46,077 shares 46,077 $3.75M 0.03% +4,351 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,934 shares; 2024Q4: 63,729 shares; 2025Q1: 118,317 shares; 2025Q2: 151,509 shares 151,509 $3.7M 0.03% +33,192 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,241 shares; 2024Q4: 52,519 shares; 2025Q1: 77,630 shares; 2025Q2: 95,343 shares 95,343 $3.66M 0.03% +17,713 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,294 shares; 2024Q4: 40,077 shares; 2025Q1: 37,398 shares; 2025Q2: 40,744 shares 40,744 $3.66M 0.03% +3,346 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 5,333 shares; 2025Q1: not reported; 2025Q2: 6,826 shares 6,826 $3.65M 0.03% new Timeline RSPD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,498 shares 68,498 $3.65M 0.03% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,695 shares; 2024Q4: 23,063 shares; 2025Q1: 43,092 shares; 2025Q2: 90,651 shares 90,651 $3.63M 0.03% +47,559 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,785 shares; 2024Q4: 20,815 shares; 2025Q1: not reported; 2025Q2: 39,516 shares 39,516 $3.6M 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,600 shares; 2024Q4: 78,553 shares; 2025Q1: 87,104 shares; 2025Q2: 91,228 shares 91,228 $3.6M 0.03% +4,124 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,284 shares; 2024Q4: 11,486 shares; 2025Q1: 13,319 shares; 2025Q2: 17,116 shares 17,116 $3.59M 0.03% +3,797 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,148 shares; 2025Q1: 23,435 shares; 2025Q2: 25,249 shares 25,249 $3.58M 0.03% +1,814 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,511 shares; 2024Q4: 51,086 shares; 2025Q1: not reported; 2025Q2: 73,668 shares 73,668 $3.55M 0.03% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,571 shares; 2024Q4: 45,688 shares; 2025Q1: 56,422 shares; 2025Q2: 62,680 shares 62,680 $3.54M 0.03% +6,258 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 12,027 shares; 2025Q1: not reported; 2025Q2: 12,484 shares 12,484 $3.52M 0.03% new Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,079 shares; 2025Q2: 23,553 shares 23,553 $3.51M 0.03% +9,474 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 12,761 shares; 2025Q1: not reported; 2025Q2: 43,896 shares 43,896 $3.49M 0.03% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,956 shares; 2024Q4: 47,269 shares; 2025Q1: 60,376 shares; 2025Q2: 55,636 shares 55,636 $3.4M 0.03% -4,740 NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,379 shares; 2024Q4: 29,802 shares; 2025Q1: 35,012 shares; 2025Q2: 45,645 shares 45,645 $3.4M 0.03% +10,633 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 579 shares; 2025Q1: 582 shares; 2025Q2: 585 shares 585 $3.39M 0.03% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,302 shares; 2024Q4: 6,700 shares; 2025Q1: 9,949 shares; 2025Q2: 8,708 shares 8,708 $3.39M 0.03% -1,241 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 3,048 shares; 2025Q1: not reported; 2025Q2: 27,949 shares 27,949 $3.38M 0.03% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148,104 shares; 2025Q2: 149,248 shares 149,248 $3.37M 0.03% +1,144 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,770 shares; 2024Q4: 106,384 shares; 2025Q1: 136,994 shares; 2025Q2: 153,220 shares 153,220 $3.36M 0.03% +16,226 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,297 shares; 2024Q4: 190,094 shares; 2025Q1: 194,976 shares; 2025Q2: 221,149 shares 221,149 $3.34M 0.03% +26,173 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,873 shares; 2024Q4: 69,089 shares; 2025Q1: 77,275 shares; 2025Q2: 80,161 shares 80,161 $3.33M 0.03% +2,886 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,285 shares; 2025Q1: 4,632 shares; 2025Q2: 4,542 shares 4,542 $3.33M 0.03% -90 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,995 shares; 2024Q4: 12,228 shares; 2025Q1: not reported; 2025Q2: 11,553 shares 11,553 $3.33M 0.03% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,586 shares; 2024Q4: 46,797 shares; 2025Q1: not reported; 2025Q2: 88,600 shares 88,600 $3.32M 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 22,335 shares; 2025Q1: 23,284 shares; 2025Q2: 14,787 shares 14,787 $3.27M 0.03% -8,497 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 13,062 shares; 2025Q1: not reported; 2025Q2: 11,396 shares 11,396 $3.25M 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,687 shares; 2024Q4: 29,895 shares; 2025Q1: 32,867 shares; 2025Q2: 31,302 shares 31,302 $3.25M 0.03% -1,565 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 20,153 shares; 2025Q1: 20,079 shares; 2025Q2: 20,205 shares 20,205 $3.23M 0.03% +126 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 19,928 shares; 2025Q1: 21,090 shares; 2025Q2: 25,465 shares 25,465 $3.23M 0.03% +4,375 Timeline XLRE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,986 shares; 2024Q4: 43,511 shares; 2025Q1: not reported; 2025Q2: 77,879 shares 77,879 $3.23M 0.03% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 45,424 shares; 2025Q1: 43,613 shares; 2025Q2: 38,742 shares 38,742 $3.22M 0.03% -4,871 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 18,144 shares; 2025Q1: 26,698 shares; 2025Q2: 59,092 shares 59,092 $3.21M 0.03% +32,394 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,261 shares; 2024Q4: 61,173 shares; 2025Q1: 65,050 shares; 2025Q2: 58,796 shares 58,796 $3.19M 0.03% -6,254 Timeline RWX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,413 shares 116,413 $3.19M 0.03% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,622 shares; 2024Q4: 20,367 shares; 2025Q1: 21,514 shares; 2025Q2: 18,462 shares 18,462 $3.18M 0.03% -3,052 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 37,290 shares; 2025Q1: 39,409 shares; 2025Q2: 39,133 shares 39,133 $3.15M 0.03% -276 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,447 shares; 2024Q4: 14,444 shares; 2025Q1: 14,245 shares; 2025Q2: 13,877 shares 13,877 $3.12M 0.03% -368 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 5,615 shares; 2025Q1: 6,392 shares; 2025Q2: 6,360 shares 6,360 $3.11M 0.03% -32 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 33,075 shares; 2025Q1: 36,516 shares; 2025Q2: 43,170 shares 43,170 $3.1M 0.03% +6,654 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,151 shares; 2024Q4: 24,148 shares; 2025Q1: 23,666 shares; 2025Q2: 19,823 shares 19,823 $3.09M 0.03% -3,843 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 22,868 shares; 2025Q1: 21,565 shares; 2025Q2: 23,198 shares 23,198 $3.09M 0.03% +1,633 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 30,101 shares; 2025Q1: not reported; 2025Q2: 46,082 shares 46,082 $3.08M 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,287 shares; 2024Q4: 24,646 shares; 2025Q1: 25,890 shares; 2025Q2: 44,641 shares 44,641 $3.08M 0.03% +18,751 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 4,724 shares; 2025Q1: 5,503 shares; 2025Q2: 6,051 shares 6,051 $3.08M 0.03% +548 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,133 shares; 2024Q4: not reported; 2025Q1: 23,450 shares; 2025Q2: 52,779 shares 52,779 $3.08M 0.03% +29,329 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 9,533 shares; 2025Q1: 9,779 shares; 2025Q2: 9,859 shares 9,859 $3.07M 0.03% +80 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,090 shares; 2024Q4: 49,073 shares; 2025Q1: 54,147 shares; 2025Q2: 58,075 shares 58,075 $3.06M 0.03% +3,928 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,477 shares; 2024Q4: 89,933 shares; 2025Q1: 86,936 shares; 2025Q2: 93,578 shares 93,578 $3.05M 0.03% +6,642 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 5,821 shares; 2025Q1: 8,709 shares; 2025Q2: 9,265 shares 9,265 $3.03M 0.03% +556 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,275 shares; 2025Q2: 56,475 shares 56,475 $3.02M 0.03% +7,200 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 7,172 shares; 2025Q1: 7,802 shares; 2025Q2: 40,837 shares 40,837 $3.02M 0.03% +33,035 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,659 shares; 2024Q4: 56,105 shares; 2025Q1: 59,058 shares; 2025Q2: 65,562 shares 65,562 $3.01M 0.03% +6,504 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,289 shares; 2024Q4: 28,056 shares; 2025Q1: not reported; 2025Q2: 23,326 shares 23,326 $3.01M 0.03% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 6,127 shares; 2025Q1: 6,659 shares; 2025Q2: 7,149 shares 7,149 $3.01M 0.03% +490 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,690 shares; 2025Q1: 3,770 shares; 2025Q2: 4,110 shares 4,110 $3.01M 0.03% +340 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 6,693 shares; 2025Q1: 12,858 shares; 2025Q2: 13,124 shares 13,124 $3M 0.03% +266 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,340 shares; 2024Q4: 101,965 shares; 2025Q1: 81,858 shares; 2025Q2: 83,474 shares 83,474 $2.98M 0.03% +1,616 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,870 shares; 2024Q4: 66,247 shares; 2025Q1: 69,578 shares; 2025Q2: 71,876 shares 71,876 $2.96M 0.03% +2,298 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,119 shares; 2024Q4: 35,450 shares; 2025Q1: 39,364 shares; 2025Q2: 40,413 shares 40,413 $2.94M 0.03% +1,049 Timeline FTCB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,265 shares; 2025Q1: 116,647 shares; 2025Q2: 139,124 shares 139,124 $2.93M 0.03% +22,477 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,746 shares; 2024Q4: 115,116 shares; 2025Q1: 116,312 shares; 2025Q2: 84,827 shares 84,827 $2.93M 0.03% -31,485 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,073 shares; 2024Q4: 58,777 shares; 2025Q1: 59,829 shares; 2025Q2: 37,735 shares 37,735 $2.92M 0.03% -22,094 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,213 shares; 2024Q4: 12,409 shares; 2025Q1: 13,213 shares; 2025Q2: 13,088 shares 13,088 $2.9M 0.03% -125 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 13,004 shares; 2025Q1: 14,060 shares; 2025Q2: 15,836 shares 15,836 $2.88M 0.03% +1,776 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 10,372 shares; 2025Q1: 11,685 shares; 2025Q2: 9,863 shares 9,863 $2.88M 0.03% -1,822 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,157 shares; 2025Q1: 8,142 shares; 2025Q2: 17,043 shares 17,043 $2.88M 0.03% +8,901 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,750 shares 68,750 $2.87M 0.03% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,485 shares; 2025Q1: 147,413 shares; 2025Q2: 153,984 shares 153,984 $2.87M 0.03% +6,571 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,123 shares; 2024Q4: 154,297 shares; 2025Q1: not reported; 2025Q2: 345,625 shares 345,625 $2.87M 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,796 shares; 2024Q4: 70,104 shares; 2025Q1: 84,552 shares; 2025Q2: 97,449 shares 97,449 $2.87M 0.03% +12,897 Timeline RWO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,695 shares; 2024Q4: 62,422 shares; 2025Q1: not reported; 2025Q2: 64,828 shares 64,828 $2.86M 0.03% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,367 shares; 2024Q4: 68,982 shares; 2025Q1: 55,543 shares; 2025Q2: 59,230 shares 59,230 $2.86M 0.03% +3,687 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 13,786 shares; 2025Q1: 14,466 shares; 2025Q2: 22,020 shares 22,020 $2.84M 0.03% +7,554 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,586 shares; 2024Q4: 13,149 shares; 2025Q1: 12,818 shares; 2025Q2: 11,919 shares 11,919 $2.84M 0.03% -899 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,377 shares; 2024Q4: 6,680 shares; 2025Q1: not reported; 2025Q2: 8,250 shares 8,250 $2.83M 0.03% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,269 shares; 2025Q2: 38,576 shares 38,576 $2.83M 0.03% +23,307 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 12,420 shares; 2025Q1: not reported; 2025Q2: 17,603 shares 17,603 $2.83M 0.03% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,783 shares; 2024Q4: 78,693 shares; 2025Q1: not reported; 2025Q2: 67,427 shares 67,427 $2.83M 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,772 shares; 2024Q4: 42,220 shares; 2025Q1: 69,890 shares; 2025Q2: 88,263 shares 88,263 $2.81M 0.03% +18,373 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,582 shares; 2024Q4: 25,990 shares; 2025Q1: 27,256 shares; 2025Q2: 30,761 shares 30,761 $2.8M 0.03% +3,505 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,278 shares; 2024Q4: 113,633 shares; 2025Q1: not reported; 2025Q2: 137,043 shares 137,043 $2.79M 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 13,641 shares; 2025Q1: 15,260 shares; 2025Q2: 14,405 shares 14,405 $2.79M 0.03% -855 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 17,473 shares; 2025Q1: 20,008 shares; 2025Q2: 18,649 shares 18,649 $2.78M 0.03% -1,359 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,114 shares; 2024Q4: 97,688 shares; 2025Q1: 110,869 shares; 2025Q2: 112,398 shares 112,398 $2.77M 0.03% +1,529 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 31,354 shares; 2025Q1: not reported; 2025Q2: 93,775 shares 93,775 $2.76M 0.03% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,802 shares; 2024Q4: 141,701 shares; 2025Q1: 131,749 shares; 2025Q2: 123,392 shares 123,392 $2.75M 0.03% -8,357 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 135,972 shares; 2025Q1: 149,170 shares; 2025Q2: 57,598 shares 57,598 $2.73M 0.03% -91,572 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 19,961 shares; 2025Q1: 13,780 shares; 2025Q2: 11,676 shares 11,676 $2.72M 0.03% -2,104 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,002 shares; 2024Q4: 33,622 shares; 2025Q1: 33,866 shares; 2025Q2: 56,520 shares 56,520 $2.67M 0.02% +22,654 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,907 shares; 2024Q4: 77,851 shares; 2025Q1: 85,972 shares; 2025Q2: 99,881 shares 99,881 $2.67M 0.02% +13,909 Timeline XMMO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 28,065 shares; 2025Q1: 18,702 shares; 2025Q2: 20,721 shares 20,721 $2.67M 0.02% +2,019 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 4,274 shares; 2025Q1: 4,461 shares; 2025Q2: 4,494 shares 4,494 $2.66M 0.02% +33 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,577 shares; 2024Q4: 40,092 shares; 2025Q1: 42,923 shares; 2025Q2: 52,554 shares 52,554 $2.64M 0.02% +9,631 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,975 shares; 2024Q4: 16,160 shares; 2025Q1: 18,815 shares; 2025Q2: 19,619 shares 19,619 $2.63M 0.02% +804 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 43,264 shares; 2025Q1: 58,082 shares; 2025Q2: 51,632 shares 51,632 $2.63M 0.02% -6,450 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10,074 shares; 2025Q1: 10,652 shares; 2025Q2: 13,424 shares 13,424 $2.63M 0.02% +2,772 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 13,456 shares; 2025Q1: 17,043 shares; 2025Q2: 17,071 shares 17,071 $2.62M 0.02% +28 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 16,055 shares; 2025Q1: not reported; 2025Q2: 17,391 shares 17,391 $2.62M 0.02% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,375 shares; 2024Q4: 56,610 shares; 2025Q1: 64,750 shares; 2025Q2: 58,330 shares 58,330 $2.61M 0.02% -6,420 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,618 shares; 2024Q4: 47,849 shares; 2025Q1: 51,663 shares; 2025Q2: 52,821 shares 52,821 $2.6M 0.02% +1,158 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,469 shares; 2025Q1: 5,079 shares; 2025Q2: 5,192 shares 5,192 $2.6M 0.02% +113 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,975 shares; 2024Q4: 32,472 shares; 2025Q1: 41,980 shares; 2025Q2: 46,171 shares 46,171 $2.59M 0.02% +4,191 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 14,306 shares; 2025Q1: 14,050 shares; 2025Q2: 16,572 shares 16,572 $2.58M 0.02% +2,522 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 16,560 shares; 2025Q1: 15,507 shares; 2025Q2: 14,346 shares 14,346 $2.58M 0.02% -1,161 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,905 shares; 2024Q4: 15,775 shares; 2025Q1: not reported; 2025Q2: 14,883 shares 14,883 $2.58M 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 9,345 shares; 2025Q1: 10,393 shares; 2025Q2: 9,508 shares 9,508 $2.56M 0.02% -885 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,317 shares; 2024Q4: 18,695 shares; 2025Q1: 19,445 shares; 2025Q2: 19,195 shares 19,195 $2.54M 0.02% -250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 29,174 shares; 2025Q1: not reported; 2025Q2: 36,670 shares 36,670 $2.53M 0.02% new Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,348 shares; 2025Q1: 95,516 shares; 2025Q2: 115,377 shares 115,377 $2.53M 0.02% +19,861 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,933 shares; 2024Q4: 20,943 shares; 2025Q1: 19,770 shares; 2025Q2: 18,800 shares 18,800 $2.51M 0.02% -970 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 13,776 shares; 2025Q1: not reported; 2025Q2: 33,503 shares 33,503 $2.5M 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 6,800 shares; 2025Q1: 9,521 shares; 2025Q2: 21,820 shares 21,820 $2.45M 0.02% +12,299 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,587 shares; 2024Q4: 53,590 shares; 2025Q1: 53,879 shares; 2025Q2: 54,475 shares 54,475 $2.44M 0.02% +596 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 8,635 shares; 2025Q1: 9,743 shares; 2025Q2: 9,911 shares 9,911 $2.42M 0.02% +168 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,453 shares 143,453 $2.42M 0.02% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,464 shares; 2024Q4: 15,249 shares; 2025Q1: not reported; 2025Q2: 102,600 shares 102,600 $2.41M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 3,212 shares; 2025Q1: 2,808 shares; 2025Q2: 3,621 shares 3,621 $2.4M 0.02% +813 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,116 shares; 2024Q4: 33,230 shares; 2025Q1: 35,415 shares; 2025Q2: 39,085 shares 39,085 $2.4M 0.02% +3,670 NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,958 shares; 2024Q4: 14,354 shares; 2025Q1: 14,645 shares; 2025Q2: 32,704 shares 32,704 $2.4M 0.02% +18,059 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 11,827 shares; 2025Q1: 26,047 shares; 2025Q2: 38,172 shares 38,172 $2.4M 0.02% +12,125 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 6,064 shares; 2025Q1: 8,572 shares; 2025Q2: 15,172 shares 15,172 $2.39M 0.02% +6,600 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 8,717 shares; 2025Q1: 11,157 shares; 2025Q2: 10,885 shares 10,885 $2.38M 0.02% -272 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,177 shares; 2024Q4: 43,838 shares; 2025Q1: 34,705 shares; 2025Q2: 33,383 shares 33,383 $2.38M 0.02% -1,322 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,884 shares; 2024Q4: 128,244 shares; 2025Q1: 127,843 shares; 2025Q2: 122,594 shares 122,594 $2.35M 0.02% -5,249 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,347 shares; 2025Q1: 4,292 shares; 2025Q2: 4,138 shares 4,138 $2.35M 0.02% -154 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,346 shares; 2024Q4: 41,417 shares; 2025Q1: 28,233 shares; 2025Q2: 31,535 shares 31,535 $2.34M 0.02% +3,302 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 13,000 shares; 2025Q1: not reported; 2025Q2: 10,416 shares 10,416 $2.33M 0.02% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 8,113 shares; 2025Q1: 8,073 shares; 2025Q2: 7,891 shares 7,891 $2.33M 0.02% -182 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,016 shares; 2024Q4: 231,596 shares; 2025Q1: 271,499 shares; 2025Q2: 262,460 shares 262,460 $2.33M 0.02% -9,039 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,915 shares; 2025Q1: 8,301 shares; 2025Q2: 7,185 shares 7,185 $2.32M 0.02% -1,116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,967 shares; 2024Q4: 26,085 shares; 2025Q1: 27,481 shares; 2025Q2: 26,029 shares 26,029 $2.32M 0.02% -1,452 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,745 shares; 2024Q4: 36,776 shares; 2025Q1: 36,647 shares; 2025Q2: 37,520 shares 37,520 $2.32M 0.02% +873 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 20,360 shares; 2025Q1: 26,929 shares; 2025Q2: 22,480 shares 22,480 $2.32M 0.02% -4,449 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 10,184 shares; 2025Q1: 10,163 shares; 2025Q2: 11,511 shares 11,511 $2.32M 0.02% +1,348 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 747 shares; 2025Q1: not reported; 2025Q2: 25,692 shares 25,692 $2.32M 0.02% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,314 shares; 2024Q4: 38,556 shares; 2025Q1: 40,342 shares; 2025Q2: 35,804 shares 35,804 $2.3M 0.02% -4,538 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 6,547 shares; 2025Q1: 11,409 shares; 2025Q2: 11,857 shares 11,857 $2.3M 0.02% +448 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,614 shares; 2024Q4: 15,935 shares; 2025Q1: 14,684 shares; 2025Q2: 13,814 shares 13,814 $2.29M 0.02% -870 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,228 shares; 2024Q4: 100,376 shares; 2025Q1: 93,614 shares; 2025Q2: 98,676 shares 98,676 $2.26M 0.02% +5,062 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,345 shares; 2024Q4: 9,105 shares; 2025Q1: 7,948 shares; 2025Q2: 9,361 shares 9,361 $2.25M 0.02% +1,413 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,949 shares; 2024Q4: 68,346 shares; 2025Q1: 58,612 shares; 2025Q2: 68,794 shares 68,794 $2.25M 0.02% +10,182 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 22,047 shares; 2025Q1: 24,478 shares; 2025Q2: 25,691 shares 25,691 $2.24M 0.02% +1,213 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 22,584 shares; 2025Q1: not reported; 2025Q2: 29,117 shares 29,117 $2.23M 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,656 shares; 2024Q4: 49,931 shares; 2025Q1: 48,173 shares; 2025Q2: 47,579 shares 47,579 $2.23M 0.02% -594 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,381 shares; 2024Q4: 10,136 shares; 2025Q1: not reported; 2025Q2: 9,153 shares 9,153 $2.22M 0.02% new Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,977 shares; 2025Q1: 38,604 shares; 2025Q2: 66,594 shares 66,594 $2.22M 0.02% +27,990 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,006 shares; 2024Q4: 20,179 shares; 2025Q1: 25,141 shares; 2025Q2: 33,027 shares 33,027 $2.2M 0.02% +7,886 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,148 shares; 2024Q4: 89,431 shares; 2025Q1: 87,531 shares; 2025Q2: 83,531 shares 83,531 $2.17M 0.02% -4,000 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,623 shares; 2025Q1: 44,846 shares; 2025Q2: 71,785 shares 71,785 $2.16M 0.02% +26,939 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,507 shares; 2024Q4: 32,689 shares; 2025Q1: 35,749 shares; 2025Q2: 35,517 shares 35,517 $2.16M 0.02% -232 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,545 shares; 2025Q1: not reported; 2025Q2: 49,656 shares 49,656 $2.15M 0.02% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,646 shares; 2024Q4: 41,624 shares; 2025Q1: 37,675 shares; 2025Q2: 42,326 shares 42,326 $2.14M 0.02% +4,651 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 13,579 shares; 2025Q1: not reported; 2025Q2: 13,837 shares 13,837 $2.12M 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 11,297 shares; 2025Q1: 10,576 shares; 2025Q2: 11,360 shares 11,360 $2.12M 0.02% +784 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 10,864 shares; 2025Q1: 10,545 shares; 2025Q2: 9,689 shares 9,689 $2.12M 0.02% -856 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 7,459 shares; 2025Q1: not reported; 2025Q2: 17,079 shares 17,079 $2.12M 0.02% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,531 shares; 2024Q4: 29,073 shares; 2025Q1: not reported; 2025Q2: 26,232 shares 26,232 $2.11M 0.02% new Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,008 shares; 2025Q1: 75,669 shares; 2025Q2: 77,242 shares 77,242 $2.11M 0.02% +1,573 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,440 shares; 2024Q4: 14,378 shares; 2025Q1: 13,405 shares; 2025Q2: 20,454 shares 20,454 $2.1M 0.02% +7,049 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,942 shares; 2024Q4: 47,545 shares; 2025Q1: 41,300 shares; 2025Q2: 42,202 shares 42,202 $2.08M 0.02% +902 Timeline