VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,755 shares; 2024Q4: 246,765 shares; 2025Q1: 248,907 shares; 2025Q2: 261,918 shares; 2025Q3: 272,220 shares; 2025Q4: 274,140 shares; 2026Q1: 281,973 shares; 2026Q2: 348,545 shares 348,545 $76.4M 20.23% +66,572 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; 2024Q3: 103,678 shares; 2024Q4: 101,963 shares; 2025Q1: 103,914 shares; 2025Q2: 106,652 shares; 2025Q3: 102,839 shares; 2025Q4: 101,634 shares; 2026Q1: 107,322 shares; 2026Q2: 839,154 shares 839,154 $69.3M 18.36% +731,832 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613,101 shares; 2024Q4: 629,202 shares; 2025Q1: 646,774 shares; 2025Q2: 676,490 shares; 2025Q3: 730,293 shares; 2025Q4: 767,474 shares; 2026Q1: 870,659 shares; 2026Q2: 941,225 shares 941,225 $42.8M 11.34% +70,566 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,620 shares; 2024Q4: 288,201 shares; 2025Q1: 290,415 shares; 2025Q2: 289,426 shares; 2025Q3: 289,424 shares; 2025Q4: 294,944 shares; 2026Q1: 297,524 shares; 2026Q2: 307,098 shares 307,098 $25.3M 6.69% +9,574 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; 2024Q3: 166,158 shares; 2024Q4: 162,589 shares; 2025Q1: 165,198 shares; 2025Q2: 170,565 shares; 2025Q3: 176,232 shares; 2025Q4: 178,829 shares; 2026Q1: 181,234 shares; 2026Q2: 117,058 shares 117,058 $23.1M 6.12% -64,176 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,766 shares; 2024Q4: 187,121 shares; 2025Q1: 198,593 shares; 2025Q2: 203,991 shares; 2025Q3: 207,851 shares; 2025Q4: 211,441 shares; 2026Q1: 215,676 shares; 2026Q2: 183,300 shares 183,300 $20.5M 5.44% -32,376 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,412 shares; 2024Q4: 238,432 shares; 2025Q1: 242,346 shares; 2025Q2: 240,744 shares; 2025Q3: 240,122 shares; 2025Q4: 236,605 shares; 2026Q1: 231,530 shares; 2026Q2: 227,592 shares 227,592 $18.9M 4.99% -3,938 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; 2024Q3: 430,775 shares; 2024Q4: 447,528 shares; 2025Q1: 442,519 shares; 2025Q2: 444,756 shares; 2025Q3: 442,602 shares; 2025Q4: 443,006 shares; 2026Q1: 422,782 shares; 2026Q2: 436,894 shares 436,894 $17.5M 4.64% +14,112 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,631 shares; 2024Q4: 151,641 shares; 2025Q1: 164,594 shares; 2025Q2: 171,586 shares; 2025Q3: 176,443 shares; 2025Q4: 177,785 shares; 2026Q1: 182,277 shares; 2026Q2: 119,563 shares 119,563 $14.2M 3.77% -62,714 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; 2024Q3: 14,881 shares; 2024Q4: 14,881 shares; 2025Q1: 14,846 shares; 2025Q2: 14,810 shares; 2025Q3: 14,810 shares; 2025Q4: 14,874 shares; 2026Q1: 14,945 shares; 2026Q2: 14,982 shares 14,982 $5.54M 1.47% +37 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; 2024Q3: 63,025 shares; 2024Q4: 180,968 shares; 2025Q1: 177,103 shares; 2025Q2: 177,759 shares; 2025Q3: 172,446 shares; 2025Q4: 170,226 shares; 2026Q1: 167,354 shares; 2026Q2: 167,354 shares 167,354 $5.2M 1.38% 0 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; 2024Q3: 25,725 shares; 2024Q4: 25,552 shares; 2025Q1: 25,384 shares; 2025Q2: 25,384 shares; 2025Q3: 25,607 shares; 2025Q4: 25,599 shares; 2026Q1: 25,352 shares; 2026Q2: 25,877 shares 25,877 $3.02M 0.8% +525 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,146 shares; 2024Q4: 10,008 shares; 2025Q1: 9,872 shares; 2025Q2: 9,858 shares; 2025Q3: 10,017 shares; 2025Q4: 10,234 shares; 2026Q1: 9,799 shares; 2026Q2: 10,430 shares 10,430 $3.02M 0.8% +631 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,298 shares; 2024Q4: 60,470 shares; 2025Q1: 57,390 shares; 2025Q2: 50,557 shares; 2025Q3: 48,957 shares; 2025Q4: 48,211 shares; 2026Q1: 47,379 shares; 2026Q2: 47,356 shares 47,356 $2.28M 0.6% -23 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,127 shares; 2024Q4: 15,111 shares; 2025Q1: 15,000 shares; 2025Q2: 16,659 shares; 2025Q3: 16,416 shares; 2025Q4: 16,189 shares; 2026Q1: 16,014 shares; 2026Q2: 15,332 shares 15,332 $2.24M 0.59% -682 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; 2024Q3: 37,868 shares; 2024Q4: 38,777 shares; 2025Q1: 42,485 shares; 2025Q2: 46,057 shares; 2025Q3: 49,172 shares; 2025Q4: 49,820 shares; 2026Q1: 51,177 shares; 2026Q2: 49,898 shares 49,898 $2.21M 0.59% -1,279 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,794 shares; 2024Q4: 5,406 shares; 2025Q1: 5,192 shares; 2025Q2: 5,735 shares; 2025Q3: 5,510 shares; 2025Q4: 5,464 shares; 2026Q1: 5,338 shares; 2026Q2: 5,194 shares 5,194 $2.05M 0.54% -144 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,749 shares; 2024Q4: 44,817 shares; 2025Q1: 42,006 shares; 2025Q2: 29,570 shares; 2025Q3: 28,675 shares; 2025Q4: 28,430 shares; 2026Q1: 27,955 shares; 2026Q2: 26,612 shares 26,612 $1.95M 0.52% -1,343 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; 2024Q3: 6,132 shares; 2024Q4: 6,207 shares; 2025Q1: 5,829 shares; 2025Q2: 5,775 shares; 2025Q3: 5,798 shares; 2025Q4: 5,798 shares; 2026Q1: 5,872 shares; 2026Q2: 5,821 shares 5,821 $1.91M 0.5% -51 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,340 shares; 2024Q4: 37,010 shares; 2025Q1: 36,659 shares; 2025Q2: 36,351 shares; 2025Q3: 36,313 shares; 2025Q4: 34,961 shares; 2026Q1: 34,894 shares; 2026Q2: 34,894 shares 34,894 $1.89M 0.5% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,137 shares; 2024Q4: 50,913 shares; 2025Q1: 44,893 shares; 2025Q2: 40,355 shares; 2025Q3: 40,105 shares; 2025Q4: 39,756 shares; 2026Q1: 37,912 shares; 2026Q2: 37,856 shares 37,856 $1.84M 0.49% -56 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,054 shares; 2024Q4: 105,074 shares; 2025Q1: 99,016 shares; 2025Q2: 99,080 shares; 2025Q3: 98,154 shares; 2025Q4: 98,344 shares; 2026Q1: 98,749 shares; 2026Q2: 98,749 shares 98,749 $1.75M 0.46% 0 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; 2024Q3: 1,687 shares; 2024Q4: not reported; 2025Q1: 1,678 shares; 2025Q2: not reported; 2025Q3: 1,995 shares; 2025Q4: 2,044 shares; 2026Q1: not reported; 2026Q2: 2,131 shares 2,131 $1.59M 0.42% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,475 shares; 2024Q4: 6,705 shares; 2025Q1: 6,698 shares; 2025Q2: 7,059 shares; 2025Q3: 7,372 shares; 2025Q4: 6,536 shares; 2026Q1: 7,634 shares; 2026Q2: 7,561 shares 7,561 $1.51M 0.4% -73 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,797 shares 7,797 $1.48M 0.39% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,679 shares; 2024Q4: 25,893 shares; 2025Q1: 22,878 shares; 2025Q2: 21,350 shares; 2025Q3: 15,624 shares; 2025Q4: 15,993 shares; 2026Q1: 16,011 shares; 2026Q2: 17,669 shares 17,669 $1.3M 0.34% +1,658 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,434 shares; 2024Q4: 25,394 shares; 2025Q1: 24,359 shares; 2025Q2: 23,983 shares; 2025Q3: 23,608 shares; 2025Q4: 23,098 shares; 2026Q1: 23,098 shares; 2026Q2: 23,098 shares 23,098 $1.29M 0.34% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,345 shares; 2024Q4: 3,347 shares; 2025Q1: 3,350 shares; 2025Q2: 3,365 shares; 2025Q3: 3,380 shares; 2025Q4: 3,382 shares; 2026Q1: 3,384 shares; 2026Q2: 3,386 shares 3,386 $1.25M 0.33% +2 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727 shares; 2024Q4: 2,067 shares; 2025Q1: 1,914 shares; 2025Q2: 2,002 shares; 2025Q3: 2,086 shares; 2025Q4: 2,104 shares; 2026Q1: 2,164 shares; 2026Q2: 3,380 shares 3,380 $1.21M 0.32% +1,216 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; 2024Q3: 17,422 shares; 2024Q4: 19,674 shares; 2025Q1: 26,929 shares; 2025Q2: 33,018 shares; 2025Q3: 33,110 shares; 2025Q4: 33,560 shares; 2026Q1: 28,519 shares; 2026Q2: 21,338 shares 21,338 $1.08M 0.29% -7,181 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; 2024Q3: 1,270 shares; 2024Q4: 1,168 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $1.07M 0.28% 0 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; 2024Q3: 17,199 shares; 2024Q4: 34,398 shares; 2025Q1: 34,398 shares; 2025Q2: 37,098 shares; 2025Q3: 37,098 shares; 2025Q4: 37,098 shares; 2026Q1: 37,098 shares; 2026Q2: 37,098 shares 37,098 $1.03M 0.27% 0 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; 2024Q3: 4,875 shares; 2024Q4: 4,887 shares; 2025Q1: 4,898 shares; 2025Q2: 4,918 shares; 2025Q3: 4,778 shares; 2025Q4: 4,778 shares; 2026Q1: 4,778 shares; 2026Q2: 5,878 shares 5,878 $997K 0.26% +1,100 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; 2024Q3: 20,753 shares; 2024Q4: 21,687 shares; 2025Q1: 24,082 shares; 2025Q2: 25,554 shares; 2025Q3: 27,090 shares; 2025Q4: 27,377 shares; 2026Q1: 27,458 shares; 2026Q2: 26,541 shares 26,541 $978K 0.26% -917 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,721 shares; 2024Q4: 38,721 shares; 2025Q1: 37,621 shares; 2025Q2: 37,621 shares; 2025Q3: 27,683 shares; 2025Q4: 27,683 shares; 2026Q1: 27,198 shares; 2026Q2: 27,198 shares 27,198 $925K 0.24% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,537 shares; 2024Q4: 13,729 shares; 2025Q1: 12,473 shares; 2025Q2: 11,376 shares; 2025Q3: 10,466 shares; 2025Q4: 10,332 shares; 2026Q1: 10,208 shares; 2026Q2: 9,995 shares 9,995 $837K 0.22% -213 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; 2024Q3: 1,091 shares; 2024Q4: 1,095 shares; 2025Q1: 1,090 shares; 2025Q2: 1,247 shares; 2025Q3: 1,097 shares; 2025Q4: 1,111 shares; 2026Q1: 1,170 shares; 2026Q2: 1,134 shares 1,134 $779K 0.21% -36 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; 2024Q3: 11,226 shares; 2024Q4: 11,026 shares; 2025Q1: 10,089 shares; 2025Q2: 10,343 shares; 2025Q3: 10,343 shares; 2025Q4: 10,343 shares; 2026Q1: 10,343 shares; 2026Q2: 10,343 shares 10,343 $737K 0.2% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,466 shares; 2024Q4: 25,396 shares; 2025Q1: 25,089 shares; 2025Q2: 25,089 shares; 2025Q3: 25,089 shares; 2025Q4: 25,089 shares; 2026Q1: 25,089 shares; 2026Q2: 25,089 shares 25,089 $727K 0.19% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,252 shares; 2025Q3: 1,223 shares; 2025Q4: 1,063 shares; 2026Q1: 1,059 shares; 2026Q2: 1,222 shares 1,222 $688K 0.18% +163 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,753 shares; 2024Q4: 12,568 shares; 2025Q1: 12,194 shares; 2025Q2: 12,194 shares; 2025Q3: 11,574 shares; 2025Q4: 11,574 shares; 2026Q1: 11,574 shares; 2026Q2: 11,574 shares 11,574 $665K 0.18% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,252 shares; 2024Q4: 9,252 shares; 2025Q1: 9,252 shares; 2025Q2: 7,734 shares; 2025Q3: 7,734 shares; 2025Q4: 7,734 shares; 2026Q1: 7,734 shares; 2026Q2: 8,452 shares 8,452 $645K 0.17% +718 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; 2024Q3: 8,330 shares; 2024Q4: 8,285 shares; 2025Q1: 8,285 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares; 2026Q1: 8,285 shares; 2026Q2: 8,285 shares 8,285 $608K 0.16% 0 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; 2024Q3: 13,081 shares; 2024Q4: 12,929 shares; 2025Q1: 12,929 shares; 2025Q2: 12,789 shares; 2025Q3: 12,094 shares; 2025Q4: 12,029 shares; 2026Q1: 12,029 shares; 2026Q2: 12,029 shares 12,029 $580K 0.15% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 521 shares 521 $555K 0.15% +1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 1,654 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,544 shares; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares; 2026Q2: 1,532 shares 1,532 $527K 0.14% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: 1,556 shares; 2025Q1: 1,511 shares; 2025Q2: 1,513 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares; 2026Q2: 1,446 shares 1,446 $525K 0.14% 0 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,518 shares 3,518 $522K 0.14% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,232 shares; 2025Q3: 1,233 shares; 2025Q4: 1,183 shares; 2026Q1: 1,158 shares; 2026Q2: 1,158 shares 1,158 $494K 0.13% 0 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; 2024Q3: 1,266 shares; 2024Q4: 1,428 shares; 2025Q1: 1,443 shares; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 1,176 shares; 2026Q1: 1,115 shares; 2026Q2: 2,068 shares 2,068 $493K 0.13% +953 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 3,130 shares; 2025Q4: 3,543 shares; 2026Q1: 3,393 shares; 2026Q2: 4,096 shares 4,096 $481K 0.13% +703 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,954 shares; 2025Q1: 1,963 shares; 2025Q2: 1,419 shares; 2025Q3: 1,439 shares; 2025Q4: 2,011 shares; 2026Q1: 1,829 shares; 2026Q2: 1,730 shares 1,730 $435K 0.12% -99 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,822 shares; 2024Q4: 4,708 shares; 2025Q1: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,560 shares; 2025Q4: 4,560 shares; 2026Q1: 4,552 shares; 2026Q2: 5,652 shares 5,652 $433K 0.11% +1,100 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,483 shares; 2025Q2: 2,768 shares; 2025Q3: 2,692 shares; 2025Q4: 2,692 shares; 2026Q1: 1,956 shares; 2026Q2: 3,236 shares 3,236 $416K 0.11% +1,280 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,398 shares; 2025Q1: 7,398 shares; 2025Q2: 7,398 shares; 2025Q3: 7,370 shares; 2025Q4: 7,315 shares; 2026Q1: 7,315 shares; 2026Q2: 7,390 shares 7,390 $406K 0.11% +75 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; 2024Q3: 4,309 shares; 2024Q4: 13,300 shares; 2025Q1: 12,927 shares; 2025Q2: 12,927 shares; 2025Q3: 12,927 shares; 2025Q4: 12,927 shares; 2026Q1: 12,624 shares; 2026Q2: 12,624 shares 12,624 $400K 0.11% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: 552 shares; 2026Q1: not reported; 2026Q2: 542 shares 542 $399K 0.11% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,581 shares; 2025Q3: 1,583 shares; 2025Q4: 1,586 shares; 2026Q1: 1,595 shares; 2026Q2: 1,720 shares 1,720 $385K 0.1% +125 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares; 2026Q2: 1,693 shares 1,693 $384K 0.1% -325 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,383 shares; 2026Q2: 1,553 shares 1,553 $367K 0.1% +170 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; 2024Q3: 2,621 shares; 2024Q4: 2,627 shares; 2025Q1: 2,627 shares; 2025Q2: 2,627 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares; 2026Q2: 2,633 shares 2,633 $360K 0.1% 0 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; 2024Q3: 1,190 shares; 2024Q4: 1,191 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $354K 0.09% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 487 shares 487 $352K 0.09% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,694 shares; 2025Q3: 11,829 shares; 2025Q4: 11,830 shares; 2026Q1: 11,832 shares; 2026Q2: 11,833 shares 11,833 $348K 0.09% +1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares; 2026Q2: 1,499 shares 1,499 $316K 0.08% +15 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: not reported; 2026Q2: 880 shares 880 $311K 0.08% new Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,175 shares 19,175 $309K 0.08% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,264 shares; 2024Q4: 7,264 shares; 2025Q1: 7,264 shares; 2025Q2: 7,264 shares; 2025Q3: 7,264 shares; 2025Q4: 7,264 shares; 2026Q1: 7,264 shares; 2026Q2: 7,264 shares 7,264 $297K 0.08% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,152 shares; 2024Q4: 4,152 shares; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares; 2025Q3: 4,142 shares; 2025Q4: 4,142 shares; 2026Q1: 4,142 shares; 2026Q2: 4,142 shares 4,142 $297K 0.08% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares 1,201 $296K 0.08% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 657 shares; 2026Q1: 704 shares; 2026Q2: 737 shares 737 $278K 0.07% +33 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 573 shares; 2026Q1: 649 shares; 2026Q2: 661 shares 661 $278K 0.07% +12 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,410 shares; 2025Q1: not reported; 2025Q2: 8,412 shares; 2025Q3: 8,412 shares; 2025Q4: 8,426 shares; 2026Q1: 8,426 shares; 2026Q2: 8,553 shares 8,553 $263K 0.07% +127 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 499 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 513 shares; 2026Q2: 474 shares 474 $243K 0.06% -39 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,272 shares 1,272 $242K 0.06% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,091 shares 1,091 $241K 0.06% new 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; 2024Q3: 435 shares; 2024Q4: 444 shares; 2025Q1: 447 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 546 shares 546 $227K 0.06% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92 shares 92 $209K 0.06% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 289 shares 289 $203K 0.05% new Timeline