IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526,939 shares; 2024Q4: 1,552,135 shares; 2025Q1: 1,449,283 shares; 2025Q2: 851,043 shares; 2025Q3: 872,931 shares 872,931 $584M 4.56% +21,888 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,370,527 shares; 2024Q4: 6,398,299 shares; 2025Q1: 6,947,393 shares; 2025Q2: 7,022,649 shares; 2025Q3: 8,682,084 shares 8,682,084 $514M 4.01% +1,659,435 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710,211 shares; 2024Q4: 6,175,871 shares; 2025Q1: 5,028,548 shares; 2025Q2: 7,223,191 shares; 2025Q3: 6,423,874 shares 6,423,874 $436M 3.4% -799,317 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801,919 shares; 2024Q4: 3,817,542 shares; 2025Q1: 3,942,984 shares; 2025Q2: 3,628,273 shares; 2025Q3: 3,575,069 shares 3,575,069 $432M 3.37% -53,204 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,498,157 shares; 2024Q4: 10,898,086 shares; 2025Q1: 10,891,893 shares; 2025Q2: 10,426,975 shares; 2025Q3: 8,927,097 shares 8,927,097 $417M 3.25% -1,499,878 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037,197 shares; 2024Q4: 2,190,121 shares; 2025Q1: 2,489,669 shares; 2025Q2: 2,464,931 shares; 2025Q3: 1,983,749 shares 1,983,749 $386M 3.01% -481,182 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,916 shares; 2024Q4: 947,689 shares; 2025Q1: 1,450,465 shares; 2025Q2: 1,655,804 shares; 2025Q3: 1,757,032 shares 1,757,032 $363M 2.83% +101,228 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,870 shares; 2024Q4: 1,211,575 shares; 2025Q1: 2,312,613 shares; 2025Q2: 4,407,918 shares; 2025Q3: 5,111,634 shares 5,111,634 $337M 2.63% +703,716 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,015 shares; 2024Q4: 58,163 shares; 2025Q1: not reported; 2025Q2: 561,729 shares; 2025Q3: 994,293 shares 994,293 $331M 2.58% +432,564 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,375 shares; 2024Q4: 204,710 shares; 2025Q1: 1,059,355 shares; 2025Q2: 1,425,450 shares; 2025Q3: 1,901,799 shares 1,901,799 $196M 1.53% +476,349 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,604 shares; 2024Q4: 858,287 shares; 2025Q1: not reported; 2025Q2: 978,471 shares; 2025Q3: 1,020,567 shares 1,020,567 $190M 1.49% +42,096 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,241,802 shares 5,241,802 $179M 1.4% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,693,229 shares 4,693,229 $178M 1.39% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,465 shares; 2024Q4: 238,354 shares; 2025Q1: not reported; 2025Q2: 264,391 shares; 2025Q3: 274,007 shares 274,007 $142M 1.11% +9,616 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,620 shares; 2024Q4: 468,966 shares; 2025Q1: not reported; 2025Q2: 529,895 shares; 2025Q3: 552,156 shares 552,156 $141M 1.1% +22,261 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,907 shares; 2024Q4: 507,294 shares; 2025Q1: not reported; 2025Q2: 457,403 shares; 2025Q3: 523,868 shares 523,868 $134M 1.05% +66,465 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; 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; 2025Q3: 3,354,038 shares 3,354,038 $129M 1.01% +260,156 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,560 shares; 2024Q4: 1,619,778 shares; 2025Q1: 1,331,733 shares; 2025Q2: 1,327,842 shares; 2025Q3: 1,353,322 shares 1,353,322 $129M 1% +25,480 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,037 shares; 2024Q4: 166,740 shares; 2025Q1: 155,382 shares; 2025Q2: 174,955 shares; 2025Q3: 184,554 shares 184,554 $123M 0.96% +9,599 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 682,854 shares; 2025Q1: 1,374,967 shares; 2025Q2: 1,013,335 shares; 2025Q3: 1,590,982 shares 1,590,982 $116M 0.9% +577,647 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,428 shares; 2024Q4: 1,033,611 shares; 2025Q1: not reported; 2025Q2: 1,113,045 shares; 2025Q3: 1,011,015 shares 1,011,015 $108M 0.84% -102,030 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; 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; 2025Q3: 3,233,030 shares 3,233,030 $103M 0.81% +439,909 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,464 shares; 2024Q4: 22,284 shares; 2025Q1: 19,654 shares; 2025Q2: 21,270 shares; 2025Q3: 483,301 shares 483,301 $101M 0.79% +462,031 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,498 shares; 2024Q4: 331,455 shares; 2025Q1: not reported; 2025Q2: 402,203 shares; 2025Q3: 471,888 shares 471,888 $98.5M 0.77% +69,685 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; 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; 2025Q3: 1,748,170 shares 1,748,170 $93.1M 0.73% +232,829 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 10,109 shares; 2025Q1: 13,626 shares; 2025Q2: 1,722,609 shares; 2025Q3: 1,766,685 shares 1,766,685 $90.5M 0.71% +44,076 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,479,907 shares 3,479,907 $88.1M 0.69% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,508 shares; 2024Q4: 322,381 shares; 2025Q1: not reported; 2025Q2: 372,096 shares; 2025Q3: 396,432 shares 396,432 $87M 0.68% +24,336 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; 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; 2025Q3: 2,148,265 shares 2,148,265 $81.1M 0.63% +175,534 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; 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; 2025Q3: 2,453,225 shares 2,453,225 $80.4M 0.63% +190,179 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,032 shares; 2024Q4: 806,460 shares; 2025Q1: 852,655 shares; 2025Q2: 920,220 shares; 2025Q3: 934,705 shares 934,705 $73.2M 0.57% +14,485 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,704 shares; 2024Q4: 610,396 shares; 2025Q1: 531,661 shares; 2025Q2: 597,681 shares; 2025Q3: 665,412 shares 665,412 $72.3M 0.56% +67,731 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,352 shares; 2024Q4: 79,419 shares; 2025Q1: 86,228 shares; 2025Q2: 83,532 shares; 2025Q3: 98,390 shares 98,390 $72.3M 0.56% +14,858 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,917 shares; 2024Q4: 234,305 shares; 2025Q1: 253,274 shares; 2025Q2: 267,629 shares; 2025Q3: 277,748 shares 277,748 $70.6M 0.55% +10,119 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,701 shares; 2024Q4: 363,179 shares; 2025Q1: not reported; 2025Q2: 359,315 shares; 2025Q3: 322,811 shares 322,811 $69.7M 0.54% -36,504 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,998 shares; 2024Q4: 231,919 shares; 2025Q1: 245,725 shares; 2025Q2: 243,797 shares; 2025Q3: 279,300 shares 279,300 $67.9M 0.53% +35,503 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,824 shares; 2024Q4: 204,557 shares; 2025Q1: 202,762 shares; 2025Q2: 204,663 shares; 2025Q3: 204,186 shares 204,186 $67M 0.52% -477 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; 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; 2025Q3: 1,554,582 shares 1,554,582 $66.5M 0.52% -3,903 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,205 shares; 2024Q4: 575,001 shares; 2025Q1: 557,049 shares; 2025Q2: 553,973 shares; 2025Q3: 610,516 shares 610,516 $61.2M 0.48% +56,543 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,726 shares; 2024Q4: 150,308 shares; 2025Q1: 160,041 shares; 2025Q2: 164,222 shares; 2025Q3: 170,716 shares 170,716 $56.3M 0.44% +6,494 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,598 shares; 2024Q4: 801,673 shares; 2025Q1: not reported; 2025Q2: 743,458 shares; 2025Q3: 726,655 shares 726,655 $52.5M 0.41% -16,803 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; 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; 2025Q3: 1,603,456 shares 1,603,456 $50.7M 0.4% +51,822 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,541 shares; 2024Q4: 357,884 shares; 2025Q1: not reported; 2025Q2: 390,168 shares; 2025Q3: 450,042 shares 450,042 $50.2M 0.39% +59,874 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991,343 shares 1,991,343 $49.8M 0.39% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,211 shares; 2024Q4: 86,637 shares; 2025Q1: 92,598 shares; 2025Q2: 99,695 shares; 2025Q3: 111,789 shares 111,789 $49.7M 0.39% +12,094 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,561 shares; 2024Q4: 139,906 shares; 2025Q1: not reported; 2025Q2: 157,589 shares; 2025Q3: 155,891 shares 155,891 $49.2M 0.38% -1,698 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,220 shares; 2024Q4: 809,442 shares; 2025Q1: 825,001 shares; 2025Q2: 846,824 shares; 2025Q3: 811,537 shares 811,537 $48.6M 0.38% -35,287 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390,758 shares; 2024Q4: 2,926,949 shares; 2025Q1: 1,581,470 shares; 2025Q2: 1,598,189 shares; 2025Q3: 417,288 shares 417,288 $47.5M 0.37% -1,180,901 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,536 shares; 2024Q4: 849,304 shares; 2025Q1: 893,883 shares; 2025Q2: 810,277 shares; 2025Q3: 876,543 shares 876,543 $47.2M 0.37% +66,266 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,215 shares; 2024Q4: 67,308 shares; 2025Q1: 87,318 shares; 2025Q2: 94,287 shares; 2025Q3: 94,419 shares 94,419 $44.2M 0.35% +132 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,398 shares; 2024Q4: 931,780 shares; 2025Q1: 966,309 shares; 2025Q2: 867,095 shares; 2025Q3: 224,653 shares 224,653 $44M 0.34% -642,442 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,995 shares; 2024Q4: 122,424 shares; 2025Q1: 101,382 shares; 2025Q2: 103,556 shares; 2025Q3: 155,896 shares 155,896 $43.9M 0.34% +52,340 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,812 shares; 2024Q4: 432,668 shares; 2025Q1: not reported; 2025Q2: 473,118 shares; 2025Q3: 473,562 shares 473,562 $42.2M 0.33% +444 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,743 shares; 2024Q4: 1,527,961 shares; 2025Q1: not reported; 2025Q2: 1,741,499 shares; 2025Q3: 1,616,234 shares 1,616,234 $41.8M 0.33% -125,265 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,526 shares; 2024Q4: 350,041 shares; 2025Q1: 422,886 shares; 2025Q2: 444,194 shares; 2025Q3: 517,290 shares 517,290 $38.9M 0.3% +73,096 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,616 shares; 2024Q4: 135,627 shares; 2025Q1: 195,359 shares; 2025Q2: 237,877 shares; 2025Q3: 238,609 shares 238,609 $36.8M 0.29% +732 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,128 shares; 2024Q4: 84,181 shares; 2025Q1: 94,359 shares; 2025Q2: 106,334 shares; 2025Q3: 107,027 shares 107,027 $36.5M 0.29% +693 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,221 shares; 2024Q4: 168,232 shares; 2025Q1: not reported; 2025Q2: 175,667 shares; 2025Q3: 198,334 shares 198,334 $36.2M 0.28% +22,667 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,698 shares; 2024Q4: 439,220 shares; 2025Q1: 453,675 shares; 2025Q2: 701,192 shares; 2025Q3: 737,272 shares 737,272 $35.5M 0.28% +36,080 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,731 shares; 2024Q4: 60,092 shares; 2025Q1: 63,408 shares; 2025Q2: 68,228 shares; 2025Q3: 70,437 shares 70,437 $35.4M 0.28% +2,209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,706 shares; 2024Q4: 875,436 shares; 2025Q1: 938,235 shares; 2025Q2: 1,027,563 shares; 2025Q3: 1,128,743 shares 1,128,743 $34.3M 0.27% +101,180 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,922 shares; 2024Q4: 449,921 shares; 2025Q1: 447,378 shares; 2025Q2: 431,593 shares; 2025Q3: 425,326 shares 425,326 $34.3M 0.27% -6,267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,121 shares; 2024Q4: 444,144 shares; 2025Q1: 445,952 shares; 2025Q2: 455,019 shares; 2025Q3: 465,864 shares 465,864 $33.8M 0.26% +10,845 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,804 shares; 2024Q4: 285,316 shares; 2025Q1: 166,700 shares; 2025Q2: 166,132 shares; 2025Q3: 222,934 shares 222,934 $32.5M 0.25% +56,802 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,208 shares; 2024Q4: 211,319 shares; 2025Q1: 221,443 shares; 2025Q2: 285,674 shares; 2025Q3: 351,638 shares 351,638 $32.3M 0.25% +65,964 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,185 shares; 2024Q4: 238,365 shares; 2025Q1: 393,324 shares; 2025Q2: 475,892 shares; 2025Q3: 331,718 shares 331,718 $31.6M 0.25% -144,174 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,597 shares; 2024Q4: 681,531 shares; 2025Q1: 702,028 shares; 2025Q2: 614,170 shares; 2025Q3: 642,113 shares 642,113 $30.1M 0.23% +27,943 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 19,086 shares; 2025Q1: 21,892 shares; 2025Q2: 23,432 shares; 2025Q3: 24,388 shares 24,388 $29.2M 0.23% +956 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,827 shares; 2024Q4: 1,000,830 shares; 2025Q1: not reported; 2025Q2: 1,053,689 shares; 2025Q3: 1,231,527 shares 1,231,527 $28.7M 0.22% +177,838 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,925 shares; 2024Q4: 53,121 shares; 2025Q1: not reported; 2025Q2: 49,507 shares; 2025Q3: 50,096 shares 50,096 $28.5M 0.22% +589 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,822 shares; 2024Q4: 27,035 shares; 2025Q1: 32,463 shares; 2025Q2: 40,945 shares; 2025Q3: 46,304 shares 46,304 $28.4M 0.22% +5,359 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,833 shares; 2024Q4: 199,841 shares; 2025Q1: 231,877 shares; 2025Q2: 256,092 shares; 2025Q3: 272,103 shares 272,103 $28M 0.22% +16,011 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,796 shares; 2024Q4: 313,807 shares; 2025Q1: 312,908 shares; 2025Q2: 330,410 shares; 2025Q3: 354,052 shares 354,052 $27.9M 0.22% +23,642 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,169 shares; 2024Q4: 107,428 shares; 2025Q1: not reported; 2025Q2: 109,114 shares; 2025Q3: 114,047 shares 114,047 $27.8M 0.22% +4,933 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,809 shares; 2024Q4: 420,225 shares; 2025Q1: 430,923 shares; 2025Q2: 443,412 shares; 2025Q3: 461,921 shares 461,921 $27.5M 0.21% +18,509 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,816 shares; 2024Q4: 23,830 shares; 2025Q1: not reported; 2025Q2: 28,014 shares; 2025Q3: 29,103 shares 29,103 $26.9M 0.21% +1,089 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,548 shares 348,548 $26.7M 0.21% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,345 shares; 2024Q4: 654,372 shares; 2025Q1: 701,051 shares; 2025Q2: 772,818 shares; 2025Q3: 844,759 shares 844,759 $26.6M 0.21% +71,941 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,957 shares; 2024Q4: 99,934 shares; 2025Q1: 119,310 shares; 2025Q2: 130,635 shares; 2025Q3: 139,169 shares 139,169 $26M 0.2% +8,534 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,836 shares; 2024Q4: 306,923 shares; 2025Q1: 294,950 shares; 2025Q2: 389,575 shares; 2025Q3: 296,852 shares 296,852 $25.9M 0.2% -92,723 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,176 shares; 2024Q4: 198,243 shares; 2025Q1: 266,829 shares; 2025Q2: 266,551 shares; 2025Q3: 271,273 shares 271,273 $25.8M 0.2% +4,722 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,285 shares; 2024Q4: 87,664 shares; 2025Q1: not reported; 2025Q2: 103,789 shares; 2025Q3: 109,857 shares 109,857 $25.4M 0.2% +6,068 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; 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; 2025Q3: 1,881,511 shares 1,881,511 $25.3M 0.2% +52,428 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,196 shares; 2024Q4: 154,938 shares; 2025Q1: 207,284 shares; 2025Q2: 206,411 shares; 2025Q3: 207,429 shares 207,429 $25M 0.2% +1,018 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,223 shares; 2024Q4: 996,942 shares; 2025Q1: 971,376 shares; 2025Q2: 935,127 shares; 2025Q3: 850,669 shares 850,669 $24.9M 0.19% -84,458 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,596 shares; 2024Q4: 29,034 shares; 2025Q1: 39,919 shares; 2025Q2: 39,436 shares; 2025Q3: 41,121 shares 41,121 $24.7M 0.19% +1,685 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,226 shares; 2024Q4: 358,874 shares; 2025Q1: 371,046 shares; 2025Q2: 375,423 shares; 2025Q3: 417,092 shares 417,092 $24.5M 0.19% +41,669 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,043 shares; 2024Q4: 330,302 shares; 2025Q1: 250,116 shares; 2025Q2: 278,983 shares; 2025Q3: 309,404 shares 309,404 $24.4M 0.19% +30,421 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 13,558 shares; 2025Q1: 18,413 shares; 2025Q2: 67,033 shares; 2025Q3: 65,705 shares 65,705 $24M 0.19% -1,328 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,341 shares; 2024Q4: 938,759 shares; 2025Q1: 956,675 shares; 2025Q2: 935,204 shares; 2025Q3: 940,588 shares 940,588 $24M 0.19% +5,384 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,177 shares; 2024Q4: 413,602 shares; 2025Q1: not reported; 2025Q2: 485,338 shares; 2025Q3: 553,486 shares 553,486 $24M 0.19% +68,148 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,624 shares; 2024Q4: 138,456 shares; 2025Q1: not reported; 2025Q2: 282,131 shares; 2025Q3: 331,141 shares 331,141 $22.6M 0.18% +49,010 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,834 shares; 2024Q4: 166,729 shares; 2025Q1: 172,260 shares; 2025Q2: 171,561 shares; 2025Q3: 174,555 shares 174,555 $22M 0.17% +2,994 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590,071 shares; 2024Q4: 973,981 shares; 2025Q1: 656,307 shares; 2025Q2: 860,725 shares; 2025Q3: 948,583 shares 948,583 $21.9M 0.17% +87,858 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,650 shares; 2024Q4: 48,477 shares; 2025Q1: not reported; 2025Q2: 51,687 shares; 2025Q3: 53,920 shares 53,920 $21.8M 0.17% +2,233 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,339 shares; 2024Q4: 380,867 shares; 2025Q1: 428,538 shares; 2025Q2: 464,250 shares; 2025Q3: 505,426 shares 505,426 $21.3M 0.17% +41,176 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,520 shares; 2024Q4: 84,765 shares; 2025Q1: 97,305 shares; 2025Q2: 99,031 shares; 2025Q3: 136,204 shares 136,204 $21.2M 0.17% +37,173 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,168 shares; 2024Q4: 931,020 shares; 2025Q1: not reported; 2025Q2: 861,845 shares; 2025Q3: 765,930 shares 765,930 $20.9M 0.16% -95,915 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,831 shares; 2025Q1: 63,272 shares; 2025Q2: 127,778 shares; 2025Q3: 145,921 shares 145,921 $20.9M 0.16% +18,143 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 24,264 shares; 2025Q1: 27,717 shares; 2025Q2: 49,571 shares; 2025Q3: 86,303 shares 86,303 $20.9M 0.16% +36,732 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,224 shares; 2024Q4: 79,915 shares; 2025Q1: 135,501 shares; 2025Q2: 242,051 shares; 2025Q3: 175,636 shares 175,636 $20.8M 0.16% -66,415 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,069 shares; 2024Q4: 59,009 shares; 2025Q1: 61,238 shares; 2025Q2: not reported; 2025Q3: 68,806 shares 68,806 $20.7M 0.16% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,935 shares; 2024Q4: 211,996 shares; 2025Q1: 221,298 shares; 2025Q2: 224,705 shares; 2025Q3: 233,529 shares 233,529 $19.6M 0.15% +8,824 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,422 shares; 2024Q4: 226,665 shares; 2025Q1: 247,838 shares; 2025Q2: 285,184 shares; 2025Q3: 300,752 shares 300,752 $19.6M 0.15% +15,568 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398,657 shares 398,657 $19.6M 0.15% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,893 shares; 2024Q4: 19,274 shares; 2025Q1: 23,661 shares; 2025Q2: 23,900 shares; 2025Q3: 25,402 shares 25,402 $19.4M 0.15% +1,502 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 83,998 shares; 2025Q1: 73,218 shares; 2025Q2: 86,939 shares; 2025Q3: 94,847 shares 94,847 $19.3M 0.15% +7,908 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,791 shares; 2024Q4: 100,826 shares; 2025Q1: 108,884 shares; 2025Q2: 113,307 shares; 2025Q3: 117,938 shares 117,938 $19.1M 0.15% +4,631 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,112 shares; 2024Q4: 318,047 shares; 2025Q1: 306,992 shares; 2025Q2: 294,976 shares; 2025Q3: 317,693 shares 317,693 $19.1M 0.15% +22,717 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,069 shares; 2024Q4: 281,147 shares; 2025Q1: 231,154 shares; 2025Q2: 240,919 shares; 2025Q3: 396,352 shares 396,352 $18.4M 0.14% +155,433 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,966 shares; 2024Q4: 61,988 shares; 2025Q1: 64,550 shares; 2025Q2: 66,912 shares; 2025Q3: 65,313 shares 65,313 $18.2M 0.14% -1,599 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,842 shares; 2024Q4: 187,351 shares; 2025Q1: not reported; 2025Q2: 238,978 shares; 2025Q3: 262,089 shares 262,089 $17.9M 0.14% +23,111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,047 shares; 2024Q4: 361,643 shares; 2025Q1: 372,822 shares; 2025Q2: 352,058 shares; 2025Q3: 616,564 shares 616,564 $17.8M 0.14% +264,506 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 31,354 shares; 2025Q1: not reported; 2025Q2: 93,775 shares; 2025Q3: 558,712 shares 558,712 $17.8M 0.14% +464,937 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,984 shares; 2024Q4: 184,528 shares; 2025Q1: not reported; 2025Q2: 200,835 shares; 2025Q3: 213,372 shares 213,372 $17.6M 0.14% +12,537 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,094 shares; 2024Q4: 417,139 shares; 2025Q1: 465,468 shares; 2025Q2: 464,183 shares; 2025Q3: 528,890 shares 528,890 $17.5M 0.14% +64,707 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,327 shares; 2024Q4: 290,982 shares; 2025Q1: 290,720 shares; 2025Q2: 299,130 shares; 2025Q3: 352,707 shares 352,707 $17.4M 0.14% +53,577 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,921 shares; 2024Q4: 86,154 shares; 2025Q1: 89,774 shares; 2025Q2: 87,318 shares; 2025Q3: 112,476 shares 112,476 $17.3M 0.13% +25,158 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,343 shares; 2024Q4: 83,253 shares; 2025Q1: 68,300 shares; 2025Q2: not reported; 2025Q3: 72,033 shares 72,033 $17.3M 0.13% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,025 shares; 2024Q4: 463,821 shares; 2025Q1: 501,576 shares; 2025Q2: 392,790 shares; 2025Q3: 300,505 shares 300,505 $17.2M 0.13% -92,285 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,953 shares; 2024Q4: 103,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,791 shares 169,791 $16.9M 0.13% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,335 shares; 2024Q4: 76,252 shares; 2025Q1: 104,294 shares; 2025Q2: 165,854 shares; 2025Q3: 137,273 shares 137,273 $16.6M 0.13% -28,581 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,922 shares; 2024Q4: 48,064 shares; 2025Q1: 49,433 shares; 2025Q2: 45,949 shares; 2025Q3: 46,646 shares 46,646 $16.6M 0.13% +697 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,026 shares; 2024Q4: 521,308 shares; 2025Q1: 513,668 shares; 2025Q2: 594,111 shares; 2025Q3: 703,779 shares 703,779 $16.6M 0.13% +109,668 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 22,081 shares; 2025Q1: 26,513 shares; 2025Q2: 36,120 shares; 2025Q3: 37,935 shares 37,935 $16.5M 0.13% +1,815 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,403 shares; 2024Q4: 99,232 shares; 2025Q1: not reported; 2025Q2: 129,824 shares; 2025Q3: 138,972 shares 138,972 $16.5M 0.13% +9,148 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,341 shares; 2024Q4: 337,600 shares; 2025Q1: not reported; 2025Q2: 554,689 shares; 2025Q3: 580,212 shares 580,212 $16.4M 0.13% +25,523 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,287 shares; 2024Q4: 77,539 shares; 2025Q1: 100,307 shares; 2025Q2: 84,401 shares; 2025Q3: 86,704 shares 86,704 $16.1M 0.13% +2,303 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 2,075 shares; 2025Q1: 16,631 shares; 2025Q2: 153,601 shares; 2025Q3: 155,201 shares 155,201 $16M 0.13% +1,600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,443 shares; 2024Q4: 221,712 shares; 2025Q1: 248,082 shares; 2025Q2: 334,921 shares; 2025Q3: 363,930 shares 363,930 $16M 0.12% +29,009 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,994 shares; 2024Q4: 41,617 shares; 2025Q1: 44,978 shares; 2025Q2: 49,205 shares; 2025Q3: 48,885 shares 48,885 $16M 0.12% -320 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,743 shares; 2024Q4: 29,095 shares; 2025Q1: 34,686 shares; 2025Q2: 46,756 shares; 2025Q3: 55,245 shares 55,245 $15.5M 0.12% +8,489 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,725 shares; 2024Q4: 306,307 shares; 2025Q1: 318,469 shares; 2025Q2: 309,875 shares; 2025Q3: 311,857 shares 311,857 $15.5M 0.12% +1,982 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,729 shares; 2024Q4: 157,098 shares; 2025Q1: 115,826 shares; 2025Q2: 126,737 shares; 2025Q3: 157,620 shares 157,620 $15.4M 0.12% +30,883 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,037 shares; 2024Q4: 123,243 shares; 2025Q1: 117,679 shares; 2025Q2: 136,476 shares; 2025Q3: 337,212 shares 337,212 $15.4M 0.12% +200,736 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,815 shares; 2024Q4: 630,641 shares; 2025Q1: 657,942 shares; 2025Q2: 646,275 shares; 2025Q3: 679,028 shares 679,028 $15.3M 0.12% +32,753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,978 shares; 2024Q4: 118,598 shares; 2025Q1: 155,622 shares; 2025Q2: 152,970 shares; 2025Q3: 109,779 shares 109,779 $15.3M 0.12% -43,191 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,392 shares; 2025Q1: not reported; 2025Q2: 88,861 shares; 2025Q3: 100,786 shares 100,786 $14.7M 0.11% +11,925 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,851 shares; 2024Q4: 47,543 shares; 2025Q1: 54,315 shares; 2025Q2: 60,056 shares; 2025Q3: 70,683 shares 70,683 $14.4M 0.11% +10,627 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,827 shares; 2024Q4: 110,317 shares; 2025Q1: not reported; 2025Q2: 123,718 shares; 2025Q3: 127,293 shares 127,293 $14.4M 0.11% +3,575 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,726 shares; 2024Q4: 14,348 shares; 2025Q1: 16,000 shares; 2025Q2: 20,890 shares; 2025Q3: 19,176 shares 19,176 $13.8M 0.11% -1,714 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,325 shares; 2024Q4: 206,962 shares; 2025Q1: 215,173 shares; 2025Q2: 233,048 shares; 2025Q3: 238,973 shares 238,973 $13.6M 0.11% +5,925 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,062 shares; 2024Q4: 71,306 shares; 2025Q1: 80,800 shares; 2025Q2: 89,678 shares; 2025Q3: 96,510 shares 96,510 $13.6M 0.11% +6,832 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,206 shares; 2024Q4: 75,213 shares; 2025Q1: 77,591 shares; 2025Q2: 89,396 shares; 2025Q3: 92,938 shares 92,938 $13.4M 0.1% +3,542 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,420 shares; 2024Q4: 150,175 shares; 2025Q1: 180,514 shares; 2025Q2: 189,770 shares; 2025Q3: 204,937 shares 204,937 $13.3M 0.1% +15,167 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,825 shares; 2024Q4: 590,800 shares; 2025Q1: 609,472 shares; 2025Q2: not reported; 2025Q3: 393,123 shares 393,123 $13.3M 0.1% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,816 shares; 2025Q1: not reported; 2025Q2: 11,769 shares; 2025Q3: 11,289 shares 11,289 $13.2M 0.1% -480 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,511 shares; 2024Q4: 109,464 shares; 2025Q1: 128,381 shares; 2025Q2: 157,722 shares; 2025Q3: 189,425 shares 189,425 $13M 0.1% +31,703 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,148 shares; 2024Q4: 238,353 shares; 2025Q1: not reported; 2025Q2: 215,786 shares; 2025Q3: 204,577 shares 204,577 $12.9M 0.1% -11,209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,560 shares; 2024Q4: 24,679 shares; 2025Q1: not reported; 2025Q2: 62,646 shares; 2025Q3: 60,447 shares 60,447 $12.8M 0.1% -2,199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,366 shares; 2024Q4: 120,843 shares; 2025Q1: not reported; 2025Q2: 145,656 shares; 2025Q3: 152,308 shares 152,308 $12.8M 0.1% +6,652 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,775 shares; 2024Q4: 62,913 shares; 2025Q1: 71,835 shares; 2025Q2: not reported; 2025Q3: 75,273 shares 75,273 $12.6M 0.1% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,858 shares; 2024Q4: 146,670 shares; 2025Q1: 141,471 shares; 2025Q2: not reported; 2025Q3: 153,732 shares 153,732 $12.5M 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,056 shares; 2024Q4: 277,432 shares; 2025Q1: 359,991 shares; 2025Q2: 435,611 shares; 2025Q3: 461,046 shares 461,046 $12.4M 0.1% +25,435 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,866 shares; 2024Q4: 252,896 shares; 2025Q1: 249,932 shares; 2025Q2: 257,495 shares; 2025Q3: 284,859 shares 284,859 $12.4M 0.1% +27,364 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,359 shares; 2024Q4: 155,206 shares; 2025Q1: not reported; 2025Q2: 194,290 shares; 2025Q3: 215,168 shares 215,168 $12.3M 0.1% +20,878 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,996 shares; 2024Q4: 221,524 shares; 2025Q1: 335,247 shares; 2025Q2: 343,257 shares; 2025Q3: 385,981 shares 385,981 $12.2M 0.1% +42,724 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,605 shares; 2024Q4: 82,201 shares; 2025Q1: 84,831 shares; 2025Q2: 88,979 shares; 2025Q3: 165,341 shares 165,341 $12.2M 0.09% +76,362 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,746 shares; 2024Q4: 212,995 shares; 2025Q1: not reported; 2025Q2: 50,171 shares; 2025Q3: 115,479 shares 115,479 $12.1M 0.09% +65,308 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,791 shares; 2024Q4: 73,308 shares; 2025Q1: 78,829 shares; 2025Q2: 91,352 shares; 2025Q3: 89,912 shares 89,912 $12M 0.09% -1,440 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,895 shares; 2024Q4: 82,691 shares; 2025Q1: 102,682 shares; 2025Q2: 130,800 shares; 2025Q3: 127,805 shares 127,805 $11.9M 0.09% -2,995 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,644 shares; 2024Q4: 121,479 shares; 2025Q1: 140,027 shares; 2025Q2: 174,031 shares; 2025Q3: 204,264 shares 204,264 $11.9M 0.09% +30,233 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,334 shares; 2024Q4: 273,365 shares; 2025Q1: 129,342 shares; 2025Q2: 348,063 shares; 2025Q3: 174,629 shares 174,629 $11.9M 0.09% -173,434 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,023 shares; 2024Q4: 326,441 shares; 2025Q1: 370,459 shares; 2025Q2: 373,269 shares; 2025Q3: 463,466 shares 463,466 $11.9M 0.09% +90,197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,052 shares; 2024Q4: 105,307 shares; 2025Q1: 145,717 shares; 2025Q2: 149,814 shares; 2025Q3: 165,368 shares 165,368 $11.8M 0.09% +15,554 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 30,917 shares; 2025Q1: 31,400 shares; 2025Q2: 32,815 shares; 2025Q3: 33,989 shares 33,989 $11.8M 0.09% +1,174 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,203 shares; 2024Q4: 57,962 shares; 2025Q1: not reported; 2025Q2: 97,097 shares; 2025Q3: 121,652 shares 121,652 $11.7M 0.09% +24,555 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,775 shares; 2024Q4: 21,714 shares; 2025Q1: 22,167 shares; 2025Q2: 22,905 shares; 2025Q3: 24,537 shares 24,537 $11.7M 0.09% +1,632 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,713 shares; 2024Q4: 112,527 shares; 2025Q1: 121,829 shares; 2025Q2: 178,793 shares; 2025Q3: 147,527 shares 147,527 $11.6M 0.09% -31,266 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,455 shares; 2024Q4: 184,742 shares; 2025Q1: 189,745 shares; 2025Q2: 194,442 shares; 2025Q3: 201,829 shares 201,829 $11.5M 0.09% +7,387 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,575 shares; 2024Q4: 34,738 shares; 2025Q1: not reported; 2025Q2: 34,396 shares; 2025Q3: 37,257 shares 37,257 $11.5M 0.09% +2,861 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 12,273 shares; 2025Q1: 12,187 shares; 2025Q2: 13,959 shares; 2025Q3: 16,467 shares 16,467 $11.2M 0.09% +2,508 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 8,741 shares; 2025Q1: 15,075 shares; 2025Q2: 15,717 shares; 2025Q3: 14,810 shares 14,810 $11.2M 0.09% -907 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,688 shares; 2024Q4: 16,934 shares; 2025Q1: 20,984 shares; 2025Q2: 24,566 shares; 2025Q3: 23,409 shares 23,409 $11.2M 0.09% -1,157 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,706 shares; 2024Q4: 213,979 shares; 2025Q1: not reported; 2025Q2: 304,441 shares; 2025Q3: 314,001 shares 314,001 $11.1M 0.09% +9,560 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 19,305 shares; 2025Q1: 20,288 shares; 2025Q2: 19,657 shares; 2025Q3: 22,245 shares 22,245 $11.1M 0.09% +2,588 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,319 shares; 2024Q4: 75,073 shares; 2025Q1: 208,924 shares; 2025Q2: not reported; 2025Q3: 192,565 shares 192,565 $11M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,190 shares; 2024Q4: 200,960 shares; 2025Q1: 183,747 shares; 2025Q2: 195,806 shares; 2025Q3: 201,841 shares 201,841 $10.9M 0.09% +6,035 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,947 shares; 2024Q4: 61,983 shares; 2025Q1: 63,518 shares; 2025Q2: 60,953 shares; 2025Q3: 62,359 shares 62,359 $10.9M 0.08% +1,406 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,873 shares; 2024Q4: 156,256 shares; 2025Q1: 175,983 shares; 2025Q2: 194,509 shares; 2025Q3: 207,406 shares 207,406 $10.7M 0.08% +12,897 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,115 shares; 2024Q4: 62,687 shares; 2025Q1: 91,504 shares; 2025Q2: 93,122 shares; 2025Q3: 92,793 shares 92,793 $10.6M 0.08% -329 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 10,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,140 shares 13,140 $10.5M 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,851 shares; 2024Q4: 92,829 shares; 2025Q1: 102,492 shares; 2025Q2: 134,390 shares; 2025Q3: 116,664 shares 116,664 $10.5M 0.08% -17,726 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,328 shares; 2024Q4: 168,901 shares; 2025Q1: 193,233 shares; 2025Q2: 204,094 shares; 2025Q3: 221,229 shares 221,229 $10.4M 0.08% +17,135 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,762 shares; 2024Q4: 22,526 shares; 2025Q1: 24,490 shares; 2025Q2: 20,186 shares; 2025Q3: 21,842 shares 21,842 $10.4M 0.08% +1,656 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,460 shares; 2024Q4: 90,659 shares; 2025Q1: not reported; 2025Q2: 222,629 shares; 2025Q3: 222,818 shares 222,818 $10.4M 0.08% +189 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,932 shares; 2024Q4: 29,300 shares; 2025Q1: 56,078 shares; 2025Q2: 63,774 shares; 2025Q3: 65,361 shares 65,361 $10.4M 0.08% +1,587 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,839 shares; 2024Q4: 116,006 shares; 2025Q1: 117,801 shares; 2025Q2: 351,256 shares; 2025Q3: 387,778 shares 387,778 $10.2M 0.08% +36,522 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,076 shares; 2025Q2: 119,509 shares; 2025Q3: 174,451 shares 174,451 $10M 0.08% +54,942 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,716 shares; 2024Q4: 21,791 shares; 2025Q1: 22,023 shares; 2025Q2: 22,097 shares; 2025Q3: 20,293 shares 20,293 $9.97M 0.08% -1,804 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,343 shares; 2024Q4: 9,863 shares; 2025Q1: 10,177 shares; 2025Q2: 10,149 shares; 2025Q3: 10,827 shares 10,827 $9.96M 0.08% +678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,693 shares; 2025Q1: 324,429 shares; 2025Q2: 289,843 shares; 2025Q3: 347,300 shares 347,300 $9.95M 0.08% +57,457 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,817 shares; 2024Q4: 62,259 shares; 2025Q1: 65,592 shares; 2025Q2: 66,647 shares; 2025Q3: 79,343 shares 79,343 $9.82M 0.08% +12,696 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,645 shares; 2024Q4: 109,353 shares; 2025Q1: 105,489 shares; 2025Q2: 100,570 shares; 2025Q3: 98,810 shares 98,810 $9.68M 0.08% -1,760 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,369 shares; 2024Q4: 65,883 shares; 2025Q1: 74,803 shares; 2025Q2: 86,529 shares; 2025Q3: 95,269 shares 95,269 $9.67M 0.08% +8,740 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,621 shares; 2024Q4: 59,346 shares; 2025Q1: 69,729 shares; 2025Q2: 74,793 shares; 2025Q3: 78,036 shares 78,036 $9.66M 0.08% +3,243 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,329 shares; 2024Q4: 38,331 shares; 2025Q1: 34,751 shares; 2025Q2: 73,398 shares; 2025Q3: 103,544 shares 103,544 $9.63M 0.08% +30,146 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,778 shares; 2024Q4: 137,927 shares; 2025Q1: 217,622 shares; 2025Q2: 223,720 shares; 2025Q3: 199,103 shares 199,103 $9.56M 0.07% -24,617 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,622 shares; 2024Q4: 32,034 shares; 2025Q1: 32,862 shares; 2025Q2: not reported; 2025Q3: 27,600 shares 27,600 $9.53M 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,068 shares; 2024Q4: 207,656 shares; 2025Q1: 209,801 shares; 2025Q2: 212,063 shares; 2025Q3: 222,547 shares 222,547 $9.52M 0.07% +10,484 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,571 shares; 2024Q4: 45,688 shares; 2025Q1: 56,422 shares; 2025Q2: 62,680 shares; 2025Q3: 161,291 shares 161,291 $9.47M 0.07% +98,611 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,034 shares; 2025Q2: 138,031 shares; 2025Q3: 160,866 shares 160,866 $9.32M 0.07% +22,835 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,553 shares; 2024Q4: 110,872 shares; 2025Q1: 53,549 shares; 2025Q2: 66,745 shares; 2025Q3: 104,032 shares 104,032 $9.29M 0.07% +37,287 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,260 shares; 2024Q4: 379,002 shares; 2025Q1: 436,818 shares; 2025Q2: 461,058 shares; 2025Q3: 475,170 shares 475,170 $9.23M 0.07% +14,112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,909 shares; 2024Q4: 36,655 shares; 2025Q1: 98,787 shares; 2025Q2: 106,305 shares; 2025Q3: 165,443 shares 165,443 $9.15M 0.07% +59,138 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,556 shares; 2024Q4: 144,577 shares; 2025Q1: 170,669 shares; 2025Q2: 212,291 shares; 2025Q3: 254,902 shares 254,902 $9.1M 0.07% +42,611 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,724 shares; 2024Q4: 114,352 shares; 2025Q1: not reported; 2025Q2: 135,623 shares; 2025Q3: 132,506 shares 132,506 $8.98M 0.07% -3,117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,815 shares; 2024Q4: 145,522 shares; 2025Q1: not reported; 2025Q2: 140,163 shares; 2025Q3: 118,299 shares 118,299 $8.93M 0.07% -21,864 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,930 shares; 2025Q1: 56,015 shares; 2025Q2: 61,067 shares; 2025Q3: 66,389 shares 66,389 $8.89M 0.07% +5,322 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,848 shares; 2024Q4: 31,729 shares; 2025Q1: 34,573 shares; 2025Q2: 37,195 shares; 2025Q3: 37,015 shares 37,015 $8.86M 0.07% -180 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,430 shares; 2024Q4: 129,174 shares; 2025Q1: 154,396 shares; 2025Q2: 160,114 shares; 2025Q3: 193,137 shares 193,137 $8.84M 0.07% +33,023 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,429 shares 189,429 $8.83M 0.07% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,046 shares; 2024Q4: 117,284 shares; 2025Q1: 115,909 shares; 2025Q2: 94,867 shares; 2025Q3: 82,693 shares 82,693 $8.83M 0.07% -12,174 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,624 shares; 2024Q4: 204,398 shares; 2025Q1: 211,349 shares; 2025Q2: 214,836 shares; 2025Q3: 218,767 shares 218,767 $8.79M 0.07% +3,931 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,875 shares; 2024Q4: 28,753 shares; 2025Q1: 40,533 shares; 2025Q2: 74,728 shares; 2025Q3: 78,816 shares 78,816 $8.75M 0.07% +4,088 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,079 shares; 2024Q4: 167,806 shares; 2025Q1: not reported; 2025Q2: 146,525 shares; 2025Q3: 150,663 shares 150,663 $8.66M 0.07% +4,138 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,404 shares; 2024Q4: 34,744 shares; 2025Q1: 39,064 shares; 2025Q2: 31,066 shares; 2025Q3: 30,469 shares 30,469 $8.6M 0.07% -597 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 25,364 shares; 2025Q1: 28,072 shares; 2025Q2: 34,464 shares; 2025Q3: 34,696 shares 34,696 $8.57M 0.07% +232 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,494 shares; 2024Q4: 369,341 shares; 2025Q1: 385,795 shares; 2025Q2: 406,406 shares; 2025Q3: 405,479 shares 405,479 $8.49M 0.07% -927 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,160 shares; 2024Q4: 104,157 shares; 2025Q1: 100,739 shares; 2025Q2: 94,974 shares; 2025Q3: 112,231 shares 112,231 $8.35M 0.07% +17,257 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 26,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,328 shares 28,328 $8.32M 0.06% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,905 shares; 2024Q4: 62,609 shares; 2025Q1: 62,963 shares; 2025Q2: 64,013 shares; 2025Q3: 64,924 shares 64,924 $8.23M 0.06% +911 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,947 shares; 2024Q4: 187,895 shares; 2025Q1: 278,941 shares; 2025Q2: 331,946 shares; 2025Q3: 399,501 shares 399,501 $8.22M 0.06% +67,555 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 14,384 shares; 2025Q1: 7,656 shares; 2025Q2: 79,490 shares; 2025Q3: 84,667 shares 84,667 $8.18M 0.06% +5,177 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 36,373 shares; 2025Q1: 33,074 shares; 2025Q2: 55,485 shares; 2025Q3: 58,513 shares 58,513 $8.17M 0.06% +3,028 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,940 shares; 2024Q4: 15,724 shares; 2025Q1: 19,591 shares; 2025Q2: not reported; 2025Q3: 18,264 shares 18,264 $8.17M 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,295 shares; 2024Q4: 174,861 shares; 2025Q1: 182,304 shares; 2025Q2: 184,829 shares; 2025Q3: 168,845 shares 168,845 $8.16M 0.06% -15,984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 42,169 shares; 2025Q1: 84,748 shares; 2025Q2: 70,596 shares; 2025Q3: 105,572 shares 105,572 $8.07M 0.06% +34,976 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 6,724 shares; 2025Q1: 7,859 shares; 2025Q2: 7,851 shares; 2025Q3: 7,474 shares 7,474 $8.06M 0.06% -377 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,495 shares; 2024Q4: 20,024 shares; 2025Q1: 23,895 shares; 2025Q2: 27,966 shares; 2025Q3: 28,461 shares 28,461 $8.03M 0.06% +495 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,559 shares; 2024Q4: 18,342 shares; 2025Q1: 11,439 shares; 2025Q2: 83,065 shares; 2025Q3: 79,746 shares 79,746 $8.03M 0.06% -3,319 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,550 shares; 2024Q4: 43,965 shares; 2025Q1: 61,401 shares; 2025Q2: 73,534 shares; 2025Q3: 80,174 shares 80,174 $8M 0.06% +6,640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,601 shares; 2024Q4: 77,312 shares; 2025Q1: 88,980 shares; 2025Q2: 89,674 shares; 2025Q3: 103,876 shares 103,876 $7.97M 0.06% +14,202 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668,707 shares; 2024Q4: 767,634 shares; 2025Q1: not reported; 2025Q2: 76,957 shares; 2025Q3: 89,174 shares 89,174 $7.97M 0.06% +12,217 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,687 shares; 2024Q4: 20,732 shares; 2025Q1: not reported; 2025Q2: 22,681 shares; 2025Q3: 26,161 shares 26,161 $7.95M 0.06% +3,480 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,153 shares; 2024Q4: 34,430 shares; 2025Q1: 36,488 shares; 2025Q2: 35,512 shares; 2025Q3: 33,426 shares 33,426 $7.9M 0.06% -2,086 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,171 shares; 2024Q4: 17,891 shares; 2025Q1: 21,041 shares; 2025Q2: not reported; 2025Q3: 18,644 shares 18,644 $7.87M 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,398 shares; 2024Q4: 13,366 shares; 2025Q1: 13,474 shares; 2025Q2: 21,829 shares; 2025Q3: 28,834 shares 28,834 $7.79M 0.06% +7,005 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 13,232 shares; 2025Q1: 18,357 shares; 2025Q2: 18,211 shares; 2025Q3: 15,682 shares 15,682 $7.63M 0.06% -2,529 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,641 shares; 2024Q4: 41,019 shares; 2025Q1: not reported; 2025Q2: 50,599 shares; 2025Q3: 50,974 shares 50,974 $7.6M 0.06% +375 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 10,734 shares; 2025Q1: 11,311 shares; 2025Q2: 8,249 shares; 2025Q3: 7,808 shares 7,808 $7.56M 0.06% -441 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,157 shares; 2024Q4: 26,517 shares; 2025Q1: 53,650 shares; 2025Q2: 68,380 shares; 2025Q3: 68,348 shares 68,348 $7.51M 0.06% -32 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,744 shares; 2025Q1: 6,341 shares; 2025Q2: 12,605 shares; 2025Q3: 12,195 shares 12,195 $7.5M 0.06% -410 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,607 shares; 2024Q4: 60,039 shares; 2025Q1: 79,224 shares; 2025Q2: 148,338 shares; 2025Q3: 161,830 shares 161,830 $7.45M 0.06% +13,492 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,177 shares; 2024Q4: 43,838 shares; 2025Q1: 34,705 shares; 2025Q2: 33,383 shares; 2025Q3: 100,660 shares 100,660 $7.38M 0.06% +67,277 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 19,906 shares; 2025Q1: 23,171 shares; 2025Q2: 26,262 shares; 2025Q3: 27,603 shares 27,603 $7.38M 0.06% +1,341 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,404 shares; 2024Q4: 25,266 shares; 2025Q1: 27,995 shares; 2025Q2: 22,972 shares; 2025Q3: 21,862 shares 21,862 $7.26M 0.06% -1,110 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,109 shares; 2024Q4: 84,080 shares; 2025Q1: 100,540 shares; 2025Q2: 109,722 shares; 2025Q3: 109,064 shares 109,064 $7.23M 0.06% -658 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,446 shares; 2024Q4: 16,677 shares; 2025Q1: 18,018 shares; 2025Q2: 24,265 shares; 2025Q3: 24,500 shares 24,500 $7.19M 0.06% +235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 5,062 shares; 2025Q1: 9,597 shares; 2025Q2: 10,513 shares; 2025Q3: 10,195 shares 10,195 $7.12M 0.06% -318 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,783 shares; 2024Q4: 24,426 shares; 2025Q1: 42,455 shares; 2025Q2: 45,101 shares; 2025Q3: 44,942 shares 44,942 $7.05M 0.06% -159 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,648 shares; 2024Q4: 72,802 shares; 2025Q1: 106,803 shares; 2025Q2: 111,472 shares; 2025Q3: 145,471 shares 145,471 $7.05M 0.06% +33,999 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,329 shares; 2024Q4: 90,248 shares; 2025Q1: not reported; 2025Q2: 78,861 shares; 2025Q3: 84,767 shares 84,767 $7.03M 0.05% +5,906 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 31,006 shares; 2025Q1: 34,246 shares; 2025Q2: 24,587 shares; 2025Q3: 23,910 shares 23,910 $7.03M 0.05% -677 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 20,844 shares; 2025Q1: 23,905 shares; 2025Q2: 28,276 shares; 2025Q3: 24,538 shares 24,538 $6.93M 0.05% -3,738 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,004 shares; 2024Q4: 30,708 shares; 2025Q1: 35,655 shares; 2025Q2: 33,902 shares; 2025Q3: 28,990 shares 28,990 $6.87M 0.05% -4,912 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,176 shares; 2024Q4: 211,821 shares; 2025Q1: 218,536 shares; 2025Q2: 214,076 shares; 2025Q3: 217,864 shares 217,864 $6.84M 0.05% +3,788 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,851 shares; 2024Q4: 43,127 shares; 2025Q1: 46,508 shares; 2025Q2: 55,319 shares; 2025Q3: 52,892 shares 52,892 $6.78M 0.05% -2,427 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,807 shares; 2024Q4: 100,996 shares; 2025Q1: 135,792 shares; 2025Q2: 140,313 shares; 2025Q3: 135,158 shares 135,158 $6.77M 0.05% -5,155 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 10,276 shares; 2025Q1: 11,217 shares; 2025Q2: 9,241 shares; 2025Q3: 13,702 shares 13,702 $6.76M 0.05% +4,461 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,988 shares; 2024Q4: 30,115 shares; 2025Q1: 31,399 shares; 2025Q2: 35,877 shares; 2025Q3: 39,488 shares 39,488 $6.75M 0.05% +3,611 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,519 shares; 2024Q4: 47,014 shares; 2025Q1: 48,147 shares; 2025Q2: 47,949 shares; 2025Q3: 58,821 shares 58,821 $6.74M 0.05% +10,872 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,797 shares; 2025Q1: 69,644 shares; 2025Q2: not reported; 2025Q3: 120,766 shares 120,766 $6.71M 0.05% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,687 shares 260,687 $6.65M 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 6,293 shares; 2025Q1: 6,847 shares; 2025Q2: 7,070 shares; 2025Q3: 35,519 shares 35,519 $6.64M 0.05% +28,449 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,114 shares; 2024Q4: 260,879 shares; 2025Q1: not reported; 2025Q2: 311,261 shares; 2025Q3: 373,812 shares 373,812 $6.64M 0.05% +62,551 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,833 shares; 2024Q4: 51,740 shares; 2025Q1: not reported; 2025Q2: 67,128 shares; 2025Q3: 76,142 shares 76,142 $6.64M 0.05% +9,014 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,835 shares; 2025Q1: 62,489 shares; 2025Q2: 114,049 shares; 2025Q3: 162,000 shares 162,000 $6.61M 0.05% +47,951 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,495 shares; 2025Q1: 110,641 shares; 2025Q2: 108,164 shares; 2025Q3: 102,088 shares 102,088 $6.61M 0.05% -6,076 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,115 shares; 2024Q4: 38,015 shares; 2025Q1: 27,308 shares; 2025Q2: 47,051 shares; 2025Q3: 44,834 shares 44,834 $6.53M 0.05% -2,217 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,867 shares; 2024Q4: 94,603 shares; 2025Q1: not reported; 2025Q2: 58,150 shares; 2025Q3: 76,989 shares 76,989 $6.46M 0.05% +18,839 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,440 shares; 2024Q4: 44,119 shares; 2025Q1: 70,944 shares; 2025Q2: 84,370 shares; 2025Q3: 99,084 shares 99,084 $6.44M 0.05% +14,714 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354,959 shares; 2025Q2: 770,233 shares; 2025Q3: 1,069,683 shares 1,069,683 $6.44M 0.05% +299,450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,540 shares; 2024Q4: 43,413 shares; 2025Q1: not reported; 2025Q2: 50,704 shares; 2025Q3: 39,786 shares 39,786 $6.44M 0.05% -10,918 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 30,101 shares; 2025Q1: not reported; 2025Q2: 46,082 shares; 2025Q3: 89,411 shares 89,411 $6.43M 0.05% +43,329 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,686 shares; 2025Q1: not reported; 2025Q2: 52,551 shares; 2025Q3: 61,559 shares 61,559 $6.42M 0.05% +9,008 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,072 shares; 2024Q4: 15,028 shares; 2025Q1: 15,028 shares; 2025Q2: 15,053 shares; 2025Q3: 15,349 shares 15,349 $6.36M 0.05% +296 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,988 shares; 2024Q4: 12,707 shares; 2025Q1: 14,247 shares; 2025Q2: 15,088 shares; 2025Q3: 14,782 shares 14,782 $6.3M 0.05% -306 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,139 shares 200,139 $6.29M 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,772 shares; 2024Q4: 367,703 shares; 2025Q1: 372,947 shares; 2025Q2: 517,426 shares; 2025Q3: 238,783 shares 238,783 $6.22M 0.05% -278,643 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,486 shares; 2024Q4: 30,780 shares; 2025Q1: 31,195 shares; 2025Q2: 31,314 shares; 2025Q3: 30,174 shares 30,174 $6.19M 0.05% -1,140 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,356 shares; 2024Q4: 279,854 shares; 2025Q1: not reported; 2025Q2: 275,440 shares; 2025Q3: 263,741 shares 263,741 $6.19M 0.05% -11,699 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,957 shares; 2024Q4: 25,711 shares; 2025Q1: 30,191 shares; 2025Q2: 35,116 shares; 2025Q3: 36,892 shares 36,892 $6.17M 0.05% +1,776 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,396 shares; 2024Q4: 44,236 shares; 2025Q1: 45,305 shares; 2025Q2: 40,291 shares; 2025Q3: 42,961 shares 42,961 $6.12M 0.05% +2,670 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 10,707 shares; 2025Q1: 24,207 shares; 2025Q2: not reported; 2025Q3: 30,971 shares 30,971 $6.08M 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,524 shares; 2024Q4: 128,152 shares; 2025Q1: 110,067 shares; 2025Q2: 101,524 shares; 2025Q3: 129,951 shares 129,951 $6.06M 0.05% +28,427 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,043 shares; 2024Q4: 72,499 shares; 2025Q1: 78,784 shares; 2025Q2: not reported; 2025Q3: 90,683 shares 90,683 $5.99M 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,836 shares; 2024Q4: 46,904 shares; 2025Q1: not reported; 2025Q2: 198,526 shares; 2025Q3: 184,705 shares 184,705 $5.97M 0.05% -13,821 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,158 shares; 2024Q4: 29,271 shares; 2025Q1: not reported; 2025Q2: 35,076 shares; 2025Q3: 35,236 shares 35,236 $5.94M 0.05% +160 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,107 shares; 2024Q4: 110,796 shares; 2025Q1: 110,188 shares; 2025Q2: 109,147 shares; 2025Q3: 111,212 shares 111,212 $5.93M 0.05% +2,065 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,139 shares; 2024Q4: 52,768 shares; 2025Q1: 41,685 shares; 2025Q2: 39,325 shares; 2025Q3: 49,178 shares 49,178 $5.93M 0.05% +9,853 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,219 shares; 2024Q4: 92,561 shares; 2025Q1: not reported; 2025Q2: 116,008 shares; 2025Q3: 119,892 shares 119,892 $5.91M 0.05% +3,884 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,987 shares; 2024Q4: 14,454 shares; 2025Q1: 15,339 shares; 2025Q2: 15,362 shares; 2025Q3: 15,043 shares 15,043 $5.89M 0.05% -319 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 8,469 shares; 2025Q1: 8,779 shares; 2025Q2: 11,493 shares; 2025Q3: 17,871 shares 17,871 $5.76M 0.04% +6,378 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,143 shares; 2024Q4: 70,226 shares; 2025Q1: 73,299 shares; 2025Q2: 45,093 shares; 2025Q3: 50,107 shares 50,107 $5.74M 0.04% +5,014 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,568 shares; 2024Q4: 15,840 shares; 2025Q1: 18,721 shares; 2025Q2: 18,308 shares; 2025Q3: 20,726 shares 20,726 $5.62M 0.04% +2,418 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 16,873 shares; 2025Q1: 15,331 shares; 2025Q2: 11,926 shares; 2025Q3: 11,507 shares 11,507 $5.58M 0.04% -419 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,666 shares; 2024Q4: 38,350 shares; 2025Q1: 41,726 shares; 2025Q2: 46,077 shares; 2025Q3: 38,275 shares 38,275 $5.58M 0.04% -7,802 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680,165 shares 680,165 $5.57M 0.04% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,123 shares 79,123 $5.56M 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517,017 shares; 2024Q4: 2,714,696 shares; 2025Q1: 2,147,305 shares; 2025Q2: 237,992 shares; 2025Q3: 82,275 shares 82,275 $5.55M 0.04% -155,717 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,037 shares; 2024Q4: 18,734 shares; 2025Q1: 18,618 shares; 2025Q2: 18,633 shares; 2025Q3: 15,596 shares 15,596 $5.5M 0.04% -3,037 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,858 shares; 2024Q4: 12,197 shares; 2025Q1: 12,470 shares; 2025Q2: not reported; 2025Q3: 11,197 shares 11,197 $5.49M 0.04% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,251 shares; 2024Q4: 220,849 shares; 2025Q1: 226,738 shares; 2025Q2: 230,265 shares; 2025Q3: 240,088 shares 240,088 $5.37M 0.04% +9,823 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,137 shares; 2024Q4: 116,307 shares; 2025Q1: 113,777 shares; 2025Q2: 118,458 shares; 2025Q3: 120,371 shares 120,371 $5.37M 0.04% +1,913 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,320 shares; 2024Q4: 10,623 shares; 2025Q1: 12,718 shares; 2025Q2: 17,694 shares; 2025Q3: 18,605 shares 18,605 $5.36M 0.04% +911 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,121 shares; 2024Q4: 333,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,276 shares 186,276 $5.36M 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,869 shares; 2024Q4: 47,774 shares; 2025Q1: 48,156 shares; 2025Q2: 46,794 shares; 2025Q3: 39,356 shares 39,356 $5.35M 0.04% -7,438 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,133 shares; 2024Q4: not reported; 2025Q1: 23,450 shares; 2025Q2: 52,779 shares; 2025Q3: 63,462 shares 63,462 $5.35M 0.04% +10,683 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 78,297 shares; 2025Q1: 80,120 shares; 2025Q2: 44,921 shares; 2025Q3: 53,281 shares 53,281 $5.33M 0.04% +8,360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 6,630 shares; 2025Q1: not reported; 2025Q2: 16,043 shares; 2025Q3: 16,413 shares 16,413 $5.31M 0.04% +370 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,030 shares; 2024Q4: 35,288 shares; 2025Q1: not reported; 2025Q2: 121,100 shares; 2025Q3: 161,249 shares 161,249 $5.3M 0.04% +40,149 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,773 shares; 2024Q4: 35,278 shares; 2025Q1: 37,748 shares; 2025Q2: 37,192 shares; 2025Q3: 35,615 shares 35,615 $5.29M 0.04% -1,577 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,061 shares; 2024Q4: 22,427 shares; 2025Q1: 20,878 shares; 2025Q2: 14,900 shares; 2025Q3: 15,063 shares 15,063 $5.29M 0.04% +163 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,525 shares; 2024Q4: 32,595 shares; 2025Q1: 27,878 shares; 2025Q2: 26,565 shares; 2025Q3: 25,652 shares 25,652 $5.25M 0.04% -913 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,192 shares; 2024Q4: 28,091 shares; 2025Q1: 29,372 shares; 2025Q2: 30,790 shares; 2025Q3: 31,531 shares 31,531 $5.25M 0.04% +741 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,015 shares; 2024Q4: 35,466 shares; 2025Q1: 35,356 shares; 2025Q2: not reported; 2025Q3: 37,118 shares 37,118 $5.21M 0.04% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,998 shares; 2024Q4: 241,672 shares; 2025Q1: 222,741 shares; 2025Q2: not reported; 2025Q3: 270,780 shares 270,780 $5.21M 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,471 shares; 2024Q4: 10,613 shares; 2025Q1: 11,597 shares; 2025Q2: 12,527 shares; 2025Q3: 14,066 shares 14,066 $5.2M 0.04% +1,539 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,402 shares; 2024Q4: 37,734 shares; 2025Q1: 39,776 shares; 2025Q2: 37,586 shares; 2025Q3: 39,104 shares 39,104 $5.17M 0.04% +1,518 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,372 shares; 2025Q2: 67,409 shares; 2025Q3: 76,437 shares 76,437 $5.16M 0.04% +9,028 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,658 shares 33,658 $5.08M 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,129 shares; 2024Q4: 252,236 shares; 2025Q1: not reported; 2025Q2: 264,106 shares; 2025Q3: 278,376 shares 278,376 $5.08M 0.04% +14,270 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,488 shares; 2024Q4: 12,869 shares; 2025Q1: 46,082 shares; 2025Q2: 49,581 shares; 2025Q3: 51,731 shares 51,731 $5.05M 0.04% +2,150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,253 shares; 2024Q4: 26,793 shares; 2025Q1: not reported; 2025Q2: 27,136 shares; 2025Q3: 25,423 shares 25,423 $5.04M 0.04% -1,713 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,226 shares; 2024Q4: 106,050 shares; 2025Q1: not reported; 2025Q2: 157,050 shares; 2025Q3: 196,932 shares 196,932 $5.02M 0.04% +39,882 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,534 shares; 2024Q4: 11,690 shares; 2025Q1: 12,679 shares; 2025Q2: 15,186 shares; 2025Q3: 15,815 shares 15,815 $4.94M 0.04% +629 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,785 shares; 2024Q4: 20,815 shares; 2025Q1: not reported; 2025Q2: 39,516 shares; 2025Q3: 51,734 shares 51,734 $4.94M 0.04% +12,218 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,289 shares; 2024Q4: 13,520 shares; 2025Q1: 14,047 shares; 2025Q2: 12,984 shares; 2025Q3: 13,127 shares 13,127 $4.91M 0.04% +143 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,534 shares; 2024Q4: 89,530 shares; 2025Q1: 90,183 shares; 2025Q2: not reported; 2025Q3: 90,717 shares 90,717 $4.89M 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,858 shares; 2024Q4: 35,810 shares; 2025Q1: 36,459 shares; 2025Q2: 33,348 shares; 2025Q3: 19,788 shares 19,788 $4.88M 0.04% -13,560 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,810 shares; 2024Q4: 55,909 shares; 2025Q1: not reported; 2025Q2: 55,279 shares; 2025Q3: 54,746 shares 54,746 $4.87M 0.04% -533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,540 shares; 2024Q4: 39,246 shares; 2025Q1: 46,615 shares; 2025Q2: 41,729 shares; 2025Q3: 44,409 shares 44,409 $4.84M 0.04% +2,680 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,538 shares; 2024Q4: 66,911 shares; 2025Q1: 54,837 shares; 2025Q2: 75,731 shares; 2025Q3: 67,544 shares 67,544 $4.83M 0.04% -8,187 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,079 shares; 2025Q2: 23,553 shares; 2025Q3: 22,869 shares 22,869 $4.82M 0.04% -684 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,753 shares; 2024Q4: 56,654 shares; 2025Q1: not reported; 2025Q2: 57,009 shares; 2025Q3: 56,281 shares 56,281 $4.76M 0.04% -728 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 19,382 shares; 2025Q1: 44,548 shares; 2025Q2: 51,613 shares; 2025Q3: 52,950 shares 52,950 $4.7M 0.04% +1,337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,249 shares; 2024Q4: 45,604 shares; 2025Q1: not reported; 2025Q2: 47,640 shares; 2025Q3: 47,522 shares 47,522 $4.68M 0.04% -118 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 16,048 shares; 2025Q1: 16,577 shares; 2025Q2: not reported; 2025Q3: 17,717 shares 17,717 $4.62M 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,498 shares; 2024Q4: 23,101 shares; 2025Q1: 62,038 shares; 2025Q2: 78,806 shares; 2025Q3: 79,811 shares 79,811 $4.59M 0.04% +1,005 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,387 shares; 2024Q4: 31,357 shares; 2025Q1: 39,373 shares; 2025Q2: 39,203 shares; 2025Q3: 40,627 shares 40,627 $4.55M 0.04% +1,424 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,587 shares; 2024Q4: 35,160 shares; 2025Q1: 31,078 shares; 2025Q2: 29,329 shares; 2025Q3: 28,806 shares 28,806 $4.54M 0.04% -523 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,498 shares; 2025Q3: 78,653 shares 78,653 $4.54M 0.04% +10,155 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,792 shares; 2024Q4: 41,126 shares; 2025Q1: 83,019 shares; 2025Q2: 25,722 shares; 2025Q3: 23,728 shares 23,728 $4.5M 0.04% -1,994 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,815 shares; 2024Q4: 68,524 shares; 2025Q1: 77,731 shares; 2025Q2: 88,126 shares; 2025Q3: 101,074 shares 101,074 $4.5M 0.04% +12,948 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,668 shares; 2024Q4: 32,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,454 shares 37,454 $4.49M 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,993 shares; 2024Q4: 39,094 shares; 2025Q1: 49,556 shares; 2025Q2: 43,227 shares; 2025Q3: 47,057 shares 47,057 $4.48M 0.03% +3,830 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,653 shares; 2025Q1: 60,090 shares; 2025Q2: 66,598 shares; 2025Q3: 68,810 shares 68,810 $4.47M 0.03% +2,212 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,998 shares; 2024Q4: 258,313 shares; 2025Q1: 256,825 shares; 2025Q2: 253,555 shares; 2025Q3: 209,070 shares 209,070 $4.47M 0.03% -44,485 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,123 shares; 2024Q4: 154,297 shares; 2025Q1: not reported; 2025Q2: 345,625 shares; 2025Q3: 426,022 shares 426,022 $4.46M 0.03% +80,397 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,695 shares; 2024Q4: 23,063 shares; 2025Q1: 43,092 shares; 2025Q2: 90,651 shares; 2025Q3: 102,875 shares 102,875 $4.42M 0.03% +12,224 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 16,356 shares; 2025Q1: 22,866 shares; 2025Q2: 26,066 shares; 2025Q3: 28,411 shares 28,411 $4.41M 0.03% +2,345 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,159 shares; 2024Q4: 65,747 shares; 2025Q1: 68,974 shares; 2025Q2: 69,458 shares; 2025Q3: 69,487 shares 69,487 $4.4M 0.03% +29 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 5,333 shares; 2025Q1: not reported; 2025Q2: 6,826 shares; 2025Q3: 6,729 shares 6,729 $4.37M 0.03% -97 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 9,978 shares; 2025Q1: 12,499 shares; 2025Q2: 14,949 shares; 2025Q3: 15,577 shares 15,577 $4.35M 0.03% +628 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,586 shares; 2024Q4: 46,797 shares; 2025Q1: not reported; 2025Q2: 88,600 shares; 2025Q3: 113,878 shares 113,878 $4.3M 0.03% +25,278 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,064 shares; 2024Q4: 41,401 shares; 2025Q1: not reported; 2025Q2: 44,632 shares; 2025Q3: 45,187 shares 45,187 $4.28M 0.03% +555 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,696 shares; 2024Q4: 36,662 shares; 2025Q1: 114,735 shares; 2025Q2: 113,668 shares; 2025Q3: 114,364 shares 114,364 $4.28M 0.03% +696 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 7,172 shares; 2025Q1: 7,802 shares; 2025Q2: 40,837 shares; 2025Q3: 55,211 shares 55,211 $4.19M 0.03% +14,374 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,637 shares; 2025Q3: 34,566 shares 34,566 $4.15M 0.03% +14,929 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,289 shares; 2024Q4: 28,056 shares; 2025Q1: not reported; 2025Q2: 23,326 shares; 2025Q3: 24,449 shares 24,449 $4.14M 0.03% +1,123 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 15,718 shares; 2025Q1: not reported; 2025Q2: 19,362 shares; 2025Q3: 18,585 shares 18,585 $4.13M 0.03% -777 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,453 shares; 2025Q3: 233,255 shares 233,255 $4.08M 0.03% +89,802 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,690 shares; 2025Q1: 3,770 shares; 2025Q2: 4,110 shares; 2025Q3: 4,374 shares 4,374 $4.03M 0.03% +264 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 12,761 shares; 2025Q1: not reported; 2025Q2: 43,896 shares; 2025Q3: 50,188 shares 50,188 $4.01M 0.03% +6,292 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,511 shares; 2024Q4: 51,086 shares; 2025Q1: not reported; 2025Q2: 73,668 shares; 2025Q3: 74,524 shares 74,524 $3.98M 0.03% +856 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,934 shares; 2024Q4: 63,729 shares; 2025Q1: 118,317 shares; 2025Q2: 151,509 shares; 2025Q3: 149,790 shares 149,790 $3.94M 0.03% -1,719 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,484 shares; 2024Q4: 87,234 shares; 2025Q1: 98,526 shares; 2025Q2: 109,461 shares; 2025Q3: 99,577 shares 99,577 $3.94M 0.03% -9,884 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 18,144 shares; 2025Q1: 26,698 shares; 2025Q2: 59,092 shares; 2025Q3: 70,814 shares 70,814 $3.93M 0.03% +11,722 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,600 shares; 2024Q4: 78,553 shares; 2025Q1: 87,104 shares; 2025Q2: 91,228 shares; 2025Q3: 93,206 shares 93,206 $3.92M 0.03% +1,978 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 3,048 shares; 2025Q1: not reported; 2025Q2: 27,949 shares; 2025Q3: 30,858 shares 30,858 $3.91M 0.03% +2,909 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 5,821 shares; 2025Q1: 8,709 shares; 2025Q2: 9,265 shares; 2025Q3: 9,254 shares 9,254 $3.91M 0.03% -11 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,770 shares; 2024Q4: 106,384 shares; 2025Q1: 136,994 shares; 2025Q2: 153,220 shares; 2025Q3: 177,887 shares 177,887 $3.91M 0.03% +24,667 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,284 shares; 2024Q4: 11,486 shares; 2025Q1: 13,319 shares; 2025Q2: 17,116 shares; 2025Q3: 18,022 shares 18,022 $3.89M 0.03% +906 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,148 shares; 2025Q1: 23,435 shares; 2025Q2: 25,249 shares; 2025Q3: 24,827 shares 24,827 $3.86M 0.03% -422 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,687 shares; 2024Q4: 29,895 shares; 2025Q1: 32,867 shares; 2025Q2: 31,302 shares; 2025Q3: 34,298 shares 34,298 $3.86M 0.03% +2,996 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,157 shares; 2025Q1: 8,142 shares; 2025Q2: 17,043 shares; 2025Q3: 17,567 shares 17,567 $3.86M 0.03% +524 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,636 shares; 2024Q4: 26,469 shares; 2025Q1: 79,883 shares; 2025Q2: 90,958 shares; 2025Q3: 76,462 shares 76,462 $3.84M 0.03% -14,496 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,907 shares; 2024Q4: 77,851 shares; 2025Q1: 85,972 shares; 2025Q2: 99,881 shares; 2025Q3: 139,181 shares 139,181 $3.8M 0.03% +39,300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 3,212 shares; 2025Q1: 2,808 shares; 2025Q2: 3,621 shares; 2025Q3: 5,063 shares 5,063 $3.78M 0.03% +1,442 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 11,827 shares; 2025Q1: 26,047 shares; 2025Q2: 38,172 shares; 2025Q3: 56,169 shares 56,169 $3.78M 0.03% +17,997 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,769 shares; 2024Q4: 151,333 shares; 2025Q1: not reported; 2025Q2: 160,647 shares; 2025Q3: 151,307 shares 151,307 $3.74M 0.03% -9,340 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,867 shares; 2024Q4: 200,014 shares; 2025Q1: 158,931 shares; 2025Q2: 164,206 shares; 2025Q3: 161,019 shares 161,019 $3.72M 0.03% -3,187 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,424 shares; 2024Q4: 44,571 shares; 2025Q1: not reported; 2025Q2: 43,356 shares; 2025Q3: 33,324 shares 33,324 $3.72M 0.03% -10,032 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,275 shares; 2025Q2: 56,475 shares; 2025Q3: 64,494 shares 64,494 $3.7M 0.03% +8,019 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 20,153 shares; 2025Q1: 20,079 shares; 2025Q2: 20,205 shares; 2025Q3: 20,611 shares 20,611 $3.68M 0.03% +406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,287 shares; 2024Q4: 24,646 shares; 2025Q1: 25,890 shares; 2025Q2: 44,641 shares; 2025Q3: 48,646 shares 48,646 $3.67M 0.03% +4,005 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 45,862 shares; 2025Q1: 63,379 shares; 2025Q2: 62,704 shares; 2025Q3: 55,902 shares 55,902 $3.66M 0.03% -6,802 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 6,127 shares; 2025Q1: 6,659 shares; 2025Q2: 7,149 shares; 2025Q3: 7,986 shares 7,986 $3.65M 0.03% +837 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 12,352 shares; 2025Q1: 16,396 shares; 2025Q2: not reported; 2025Q3: 19,023 shares 19,023 $3.63M 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,554 shares; 2024Q4: 102,657 shares; 2025Q1: not reported; 2025Q2: 85,970 shares; 2025Q3: 65,187 shares 65,187 $3.62M 0.03% -20,783 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 5,615 shares; 2025Q1: 6,392 shares; 2025Q2: 6,360 shares; 2025Q3: 6,605 shares 6,605 $3.59M 0.03% +245 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,458 shares; 2024Q4: 63,315 shares; 2025Q1: 66,515 shares; 2025Q2: not reported; 2025Q3: 111,230 shares 111,230 $3.57M 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 22,868 shares; 2025Q1: 21,565 shares; 2025Q2: 23,198 shares; 2025Q3: 27,351 shares 27,351 $3.55M 0.03% +4,153 Timeline CGHM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,283 shares 140,283 $3.55M 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 12,420 shares; 2025Q1: not reported; 2025Q2: 17,603 shares; 2025Q3: 18,809 shares 18,809 $3.53M 0.03% +1,206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 19,928 shares; 2025Q1: 21,090 shares; 2025Q2: 25,465 shares; 2025Q3: 26,432 shares 26,432 $3.53M 0.03% +967 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,285 shares; 2025Q1: 4,632 shares; 2025Q2: 4,542 shares; 2025Q3: 4,552 shares 4,552 $3.52M 0.03% +10 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 6,800 shares; 2025Q1: 9,521 shares; 2025Q2: 21,820 shares; 2025Q3: 27,893 shares 27,893 $3.51M 0.03% +6,073 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,956 shares; 2024Q4: 47,269 shares; 2025Q1: 60,376 shares; 2025Q2: 55,636 shares; 2025Q3: 59,202 shares 59,202 $3.51M 0.03% +3,566 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 13,062 shares; 2025Q1: not reported; 2025Q2: 11,396 shares; 2025Q3: 11,385 shares 11,385 $3.5M 0.03% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 19,861 shares; 2025Q1: not reported; 2025Q2: 19,289 shares; 2025Q3: 17,177 shares 17,177 $3.46M 0.03% -2,112 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,570 shares; 2024Q4: 125,360 shares; 2025Q1: not reported; 2025Q2: 89,095 shares; 2025Q3: 149,955 shares 149,955 $3.46M 0.03% +60,860 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 12,027 shares; 2025Q1: not reported; 2025Q2: 12,484 shares; 2025Q3: 12,689 shares 12,689 $3.46M 0.03% +205 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,379 shares; 2024Q4: 29,802 shares; 2025Q1: 35,012 shares; 2025Q2: 45,645 shares; 2025Q3: 47,594 shares 47,594 $3.46M 0.03% +1,949 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 13,004 shares; 2025Q1: 14,060 shares; 2025Q2: 15,836 shares; 2025Q3: 17,083 shares 17,083 $3.45M 0.03% +1,247 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,873 shares; 2024Q4: 69,089 shares; 2025Q1: 77,275 shares; 2025Q2: 80,161 shares; 2025Q3: 82,767 shares 82,767 $3.44M 0.03% +2,606 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 10,372 shares; 2025Q1: 11,685 shares; 2025Q2: 9,863 shares; 2025Q3: 10,086 shares 10,086 $3.44M 0.03% +223 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 45,424 shares; 2025Q1: 43,613 shares; 2025Q2: 38,742 shares; 2025Q3: 36,827 shares 36,827 $3.43M 0.03% -1,915 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,269 shares; 2025Q2: 38,576 shares; 2025Q3: 42,669 shares 42,669 $3.41M 0.03% +4,093 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 13,776 shares; 2025Q1: not reported; 2025Q2: 33,503 shares; 2025Q3: 37,425 shares 37,425 $3.4M 0.03% +3,922 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,213 shares; 2024Q4: 12,409 shares; 2025Q1: 13,213 shares; 2025Q2: 13,088 shares; 2025Q3: 13,532 shares 13,532 $3.4M 0.03% +444 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,995 shares; 2024Q4: 12,228 shares; 2025Q1: not reported; 2025Q2: 11,553 shares; 2025Q3: 11,394 shares 11,394 $3.39M 0.03% -159 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 14,306 shares; 2025Q1: 14,050 shares; 2025Q2: 16,572 shares; 2025Q3: 13,777 shares 13,777 $3.39M 0.03% -2,795 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,090 shares; 2024Q4: 49,073 shares; 2025Q1: 54,147 shares; 2025Q2: 58,075 shares; 2025Q3: 63,566 shares 63,566 $3.37M 0.03% +5,491 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,986 shares; 2024Q4: 43,511 shares; 2025Q1: not reported; 2025Q2: 77,879 shares; 2025Q3: 79,425 shares 79,425 $3.35M 0.03% +1,546 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,068 shares; 2024Q4: 18,465 shares; 2025Q1: 17,368 shares; 2025Q2: 15,566 shares; 2025Q3: 18,665 shares 18,665 $3.34M 0.03% +3,099 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,618 shares; 2024Q4: 47,849 shares; 2025Q1: 51,663 shares; 2025Q2: 52,821 shares; 2025Q3: 54,566 shares 54,566 $3.33M 0.03% +1,745 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 33,075 shares; 2025Q1: 36,516 shares; 2025Q2: 43,170 shares; 2025Q3: 49,287 shares 49,287 $3.32M 0.03% +6,117 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 13,641 shares; 2025Q1: 15,260 shares; 2025Q2: 14,405 shares; 2025Q3: 16,943 shares 16,943 $3.32M 0.03% +2,538 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,830 shares; 2025Q1: 4,560 shares; 2025Q2: 5,502 shares; 2025Q3: 12,106 shares 12,106 $3.31M 0.03% +6,604 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,302 shares; 2024Q4: 6,700 shares; 2025Q1: 9,949 shares; 2025Q2: 8,708 shares; 2025Q3: 10,211 shares 10,211 $3.3M 0.03% +1,503 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 747 shares; 2025Q1: not reported; 2025Q2: 25,692 shares; 2025Q3: 30,515 shares 30,515 $3.29M 0.03% +4,823 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,600 shares 106,600 $3.28M 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 13,456 shares; 2025Q1: 17,043 shares; 2025Q2: 17,071 shares; 2025Q3: 18,365 shares 18,365 $3.27M 0.03% +1,294 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,750 shares; 2025Q3: 77,224 shares 77,224 $3.26M 0.03% +8,474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,928 shares; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 4,536 shares 4,536 $3.25M 0.03% -288 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,412 shares; 2024Q4: 30,420 shares; 2025Q1: 41,170 shares; 2025Q2: 55,880 shares; 2025Q3: 54,046 shares 54,046 $3.23M 0.03% -1,834 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,485 shares; 2025Q1: 147,413 shares; 2025Q2: 153,984 shares; 2025Q3: 157,502 shares 157,502 $3.23M 0.03% +3,518 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,772 shares; 2024Q4: 42,220 shares; 2025Q1: 69,890 shares; 2025Q2: 88,263 shares; 2025Q3: 95,683 shares 95,683 $3.2M 0.02% +7,420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 29,174 shares; 2025Q1: not reported; 2025Q2: 36,670 shares; 2025Q3: 43,234 shares 43,234 $3.18M 0.02% +6,564 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,774 shares; 2025Q1: 1,987 shares; 2025Q2: 1,494 shares; 2025Q3: 1,357 shares 1,357 $3.17M 0.02% -137 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,119 shares; 2024Q4: 35,450 shares; 2025Q1: 39,364 shares; 2025Q2: 40,413 shares; 2025Q3: 40,944 shares 40,944 $3.14M 0.02% +531 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,447 shares; 2024Q4: 14,444 shares; 2025Q1: 14,245 shares; 2025Q2: 13,877 shares; 2025Q3: 12,854 shares 12,854 $3.14M 0.02% -1,023 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,294 shares; 2024Q4: 40,077 shares; 2025Q1: 37,398 shares; 2025Q2: 40,744 shares; 2025Q3: 33,162 shares 33,162 $3.14M 0.02% -7,582 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,958 shares; 2024Q4: 14,354 shares; 2025Q1: 14,645 shares; 2025Q2: 32,704 shares; 2025Q3: 31,806 shares 31,806 $3.14M 0.02% -898 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 6,693 shares; 2025Q1: 12,858 shares; 2025Q2: 13,124 shares; 2025Q3: 14,165 shares 14,165 $3.13M 0.02% +1,041 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 6,064 shares; 2025Q1: 8,572 shares; 2025Q2: 15,172 shares; 2025Q3: 16,535 shares 16,535 $3.12M 0.02% +1,363 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 13,000 shares; 2025Q1: not reported; 2025Q2: 10,416 shares; 2025Q3: 13,846 shares 13,846 $3.12M 0.02% +3,430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,278 shares; 2024Q4: 113,633 shares; 2025Q1: not reported; 2025Q2: 137,043 shares; 2025Q3: 137,253 shares 137,253 $3.11M 0.02% +210 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,114 shares; 2024Q4: 97,688 shares; 2025Q1: 110,869 shares; 2025Q2: 112,398 shares; 2025Q3: 123,196 shares 123,196 $3.1M 0.02% +10,798 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 579 shares; 2025Q1: 582 shares; 2025Q2: 585 shares; 2025Q3: 574 shares 574 $3.1M 0.02% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,695 shares; 2024Q4: 62,422 shares; 2025Q1: not reported; 2025Q2: 64,828 shares; 2025Q3: 67,121 shares 67,121 $3.07M 0.02% +2,293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,915 shares; 2025Q1: 8,301 shares; 2025Q2: 7,185 shares; 2025Q3: 9,292 shares 9,292 $3.06M 0.02% +2,107 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,002 shares; 2024Q4: 33,622 shares; 2025Q1: 33,866 shares; 2025Q2: 56,520 shares; 2025Q3: 57,337 shares 57,337 $3.04M 0.02% +817 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,883 shares 58,883 $3.04M 0.02% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 135,972 shares; 2025Q1: 149,170 shares; 2025Q2: 57,598 shares; 2025Q3: 62,720 shares 62,720 $3M 0.02% +5,122 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 11,250 shares; 2025Q1: not reported; 2025Q2: 12,677 shares; 2025Q3: 19,868 shares 19,868 $3M 0.02% +7,191 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,477 shares; 2024Q4: 89,933 shares; 2025Q1: 86,936 shares; 2025Q2: 93,578 shares; 2025Q3: 84,170 shares 84,170 $2.99M 0.02% -9,408 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 3,146 shares; 2025Q1: 2,825 shares; 2025Q2: not reported; 2025Q3: 3,619 shares 3,619 $2.99M 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 16,055 shares; 2025Q1: not reported; 2025Q2: 17,391 shares; 2025Q3: 18,121 shares 18,121 $2.98M 0.02% +730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,586 shares; 2024Q4: 13,149 shares; 2025Q1: 12,818 shares; 2025Q2: 11,919 shares; 2025Q3: 12,069 shares 12,069 $2.96M 0.02% +150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,587 shares; 2024Q4: 53,590 shares; 2025Q1: 53,879 shares; 2025Q2: 54,475 shares; 2025Q3: 55,779 shares 55,779 $2.96M 0.02% +1,304 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,783 shares; 2024Q4: 78,693 shares; 2025Q1: not reported; 2025Q2: 67,427 shares; 2025Q3: 67,503 shares 67,503 $2.96M 0.02% +76 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,870 shares; 2024Q4: 66,247 shares; 2025Q1: 69,578 shares; 2025Q2: 71,876 shares; 2025Q3: 66,288 shares 66,288 $2.95M 0.02% -5,588 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,251 shares; 2024Q4: 34,342 shares; 2025Q1: 38,892 shares; 2025Q2: not reported; 2025Q3: 52,113 shares 52,113 $2.95M 0.02% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 9,167 shares; 2025Q1: 10,017 shares; 2025Q2: not reported; 2025Q3: 10,830 shares 10,830 $2.95M 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 22,047 shares; 2025Q1: 24,478 shares; 2025Q2: 25,691 shares; 2025Q3: 29,893 shares 29,893 $2.92M 0.02% +4,202 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,614 shares; 2024Q4: 15,935 shares; 2025Q1: 14,684 shares; 2025Q2: 13,814 shares; 2025Q3: 15,096 shares 15,096 $2.91M 0.02% +1,282 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,469 shares; 2025Q1: 5,079 shares; 2025Q2: 5,192 shares; 2025Q3: 4,748 shares 4,748 $2.89M 0.02% -444 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,796 shares; 2024Q4: 70,104 shares; 2025Q1: 84,552 shares; 2025Q2: 97,449 shares; 2025Q3: 102,052 shares 102,052 $2.89M 0.02% +4,603 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,802 shares; 2024Q4: 141,701 shares; 2025Q1: 131,749 shares; 2025Q2: 123,392 shares; 2025Q3: 128,624 shares 128,624 $2.89M 0.02% +5,232 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,933 shares; 2024Q4: 20,943 shares; 2025Q1: 19,770 shares; 2025Q2: 18,800 shares; 2025Q3: 22,011 shares 22,011 $2.89M 0.02% +3,211 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 13,786 shares; 2025Q1: 14,466 shares; 2025Q2: 22,020 shares; 2025Q3: 23,200 shares 23,200 $2.88M 0.02% +1,180 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 10,184 shares; 2025Q1: 10,163 shares; 2025Q2: 11,511 shares; 2025Q3: 13,408 shares 13,408 $2.88M 0.02% +1,897 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,746 shares; 2024Q4: 115,116 shares; 2025Q1: 116,312 shares; 2025Q2: 84,827 shares; 2025Q3: 78,215 shares 78,215 $2.86M 0.02% -6,612 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,977 shares; 2025Q1: 38,604 shares; 2025Q2: 66,594 shares; 2025Q3: 80,520 shares 80,520 $2.86M 0.02% +13,926 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,197 shares; 2024Q4: 12,507 shares; 2025Q1: 13,817 shares; 2025Q2: 18,291 shares; 2025Q3: 15,516 shares 15,516 $2.85M 0.02% -2,775 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,863 shares; 2024Q4: 17,187 shares; 2025Q1: 19,878 shares; 2025Q2: 37,806 shares; 2025Q3: 34,010 shares 34,010 $2.84M 0.02% -3,796 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,507 shares; 2024Q4: 32,689 shares; 2025Q1: 35,749 shares; 2025Q2: 35,517 shares; 2025Q3: 39,911 shares 39,911 $2.83M 0.02% +4,394 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,375 shares; 2024Q4: 56,610 shares; 2025Q1: 64,750 shares; 2025Q2: 58,330 shares; 2025Q3: 60,989 shares 60,989 $2.82M 0.02% +2,659 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,265 shares; 2025Q1: 116,647 shares; 2025Q2: 139,124 shares; 2025Q3: 132,164 shares 132,164 $2.82M 0.02% -6,960 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10,074 shares; 2025Q1: 10,652 shares; 2025Q2: 13,424 shares; 2025Q3: 13,120 shares 13,120 $2.81M 0.02% -304 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,521 shares; 2024Q4: 42,917 shares; 2025Q1: 16,711 shares; 2025Q2: 33,085 shares; 2025Q3: 53,992 shares 53,992 $2.81M 0.02% +20,907 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 9,345 shares; 2025Q1: 10,393 shares; 2025Q2: 9,508 shares; 2025Q3: 10,227 shares 10,227 $2.8M 0.02% +719 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,841 shares; 2024Q4: 15,186 shares; 2025Q1: not reported; 2025Q2: 34,066 shares; 2025Q3: 60,384 shares 60,384 $2.79M 0.02% +26,318 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,261 shares; 2024Q4: 61,173 shares; 2025Q1: 65,050 shares; 2025Q2: 58,796 shares; 2025Q3: 57,841 shares 57,841 $2.76M 0.02% -955 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,582 shares; 2024Q4: 25,990 shares; 2025Q1: 27,256 shares; 2025Q2: 30,761 shares; 2025Q3: 30,418 shares 30,418 $2.76M 0.02% -343 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,686 shares; 2025Q2: 8,129 shares; 2025Q3: 98,802 shares 98,802 $2.75M 0.02% +90,673 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,114 shares; 2024Q4: 17,628 shares; 2025Q1: 39,048 shares; 2025Q2: 68,955 shares; 2025Q3: 89,784 shares 89,784 $2.74M 0.02% +20,829 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,560 shares; 2025Q1: 6,919 shares; 2025Q2: not reported; 2025Q3: 8,944 shares 8,944 $2.73M 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,073 shares; 2024Q4: 58,777 shares; 2025Q1: 59,829 shares; 2025Q2: 37,735 shares; 2025Q3: 32,388 shares 32,388 $2.72M 0.02% -5,347 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 22,335 shares; 2025Q1: 23,284 shares; 2025Q2: 14,787 shares; 2025Q3: 14,074 shares 14,074 $2.71M 0.02% -713 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,189 shares; 2024Q4: 19,101 shares; 2025Q1: 19,094 shares; 2025Q2: 48,911 shares; 2025Q3: 54,825 shares 54,825 $2.69M 0.02% +5,914 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 17,473 shares; 2025Q1: 20,008 shares; 2025Q2: 18,649 shares; 2025Q3: 16,954 shares 16,954 $2.68M 0.02% -1,695 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 37,290 shares; 2025Q1: 39,409 shares; 2025Q2: 39,133 shares; 2025Q3: 32,486 shares 32,486 $2.68M 0.02% -6,647 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,176 shares; 2024Q4: 22,975 shares; 2025Q1: 14,230 shares; 2025Q2: not reported; 2025Q3: 13,282 shares 13,282 $2.66M 0.02% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,190 shares; 2024Q4: 232,282 shares; 2025Q1: 264,991 shares; 2025Q2: 258,797 shares; 2025Q3: 162,191 shares 162,191 $2.63M 0.02% -96,606 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,949 shares; 2024Q4: 68,346 shares; 2025Q1: 58,612 shares; 2025Q2: 68,794 shares; 2025Q3: 73,715 shares 73,715 $2.61M 0.02% +4,921 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,297 shares; 2024Q4: 190,094 shares; 2025Q1: 194,976 shares; 2025Q2: 221,149 shares; 2025Q3: 155,951 shares 155,951 $2.61M 0.02% -65,198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 8,717 shares; 2025Q1: 11,157 shares; 2025Q2: 10,885 shares; 2025Q3: 9,912 shares 9,912 $2.6M 0.02% -973 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,847 shares; 2025Q1: 3,991 shares; 2025Q2: 10,233 shares; 2025Q3: 14,653 shares 14,653 $2.6M 0.02% +4,420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 39,519 shares; 2025Q1: 55,641 shares; 2025Q2: 55,278 shares; 2025Q3: 52,834 shares 52,834 $2.59M 0.02% -2,444 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,745 shares; 2024Q4: 36,776 shares; 2025Q1: 36,647 shares; 2025Q2: 37,520 shares; 2025Q3: 37,724 shares 37,724 $2.59M 0.02% +204 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,962 shares; 2024Q4: 13,718 shares; 2025Q1: 16,220 shares; 2025Q2: 13,120 shares; 2025Q3: 15,196 shares 15,196 $2.59M 0.02% +2,076 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,311 shares; 2024Q4: 16,762 shares; 2025Q1: not reported; 2025Q2: 14,902 shares; 2025Q3: 17,374 shares 17,374 $2.56M 0.02% +2,472 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 20,360 shares; 2025Q1: 26,929 shares; 2025Q2: 22,480 shares; 2025Q3: 25,218 shares 25,218 $2.56M 0.02% +2,738 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 9,533 shares; 2025Q1: 9,779 shares; 2025Q2: 9,859 shares; 2025Q3: 10,161 shares 10,161 $2.56M 0.02% +302 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,228 shares; 2024Q4: 100,376 shares; 2025Q1: 93,614 shares; 2025Q2: 98,676 shares; 2025Q3: 110,972 shares 110,972 $2.55M 0.02% +12,296 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,006 shares; 2024Q4: 20,179 shares; 2025Q1: 25,141 shares; 2025Q2: 33,027 shares; 2025Q3: 35,811 shares 35,811 $2.54M 0.02% +2,784 Timeline