IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867,033 shares; 2024Q4: 918,204 shares; 2025Q1: 1,025,848 shares; 2025Q2: 1,105,028 shares; 2025Q3: 1,141,094 shares; 2025Q4: 1,191,579 shares 1,191,579 $816M 6.61% +50,485 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,221 shares; 2024Q4: 636,852 shares; 2025Q1: 676,811 shares; 2025Q2: 716,569 shares; 2025Q3: 733,236 shares; 2025Q4: 736,666 shares 736,666 $359M 2.91% +3,430 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,474 shares; 2024Q4: 679,778 shares; 2025Q1: 894,862 shares; 2025Q2: 900,513 shares; 2025Q3: 970,962 shares; 2025Q4: 1,188,506 shares 1,188,506 $323M 2.62% +217,544 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,404 shares; 2024Q4: 840,124 shares; 2025Q1: 891,032 shares; 2025Q2: 917,465 shares; 2025Q3: 932,415 shares; 2025Q4: 1,216,612 shares 1,216,612 $267M 2.17% +284,197 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,686 shares; 2024Q4: 208,882 shares; 2025Q1: 320,844 shares; 2025Q2: 326,326 shares; 2025Q3: 340,000 shares; 2025Q4: 474,910 shares 474,910 $230M 1.86% +134,910 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,639 shares; 2024Q4: 714,717 shares; 2025Q1: 903,602 shares; 2025Q2: 902,972 shares; 2025Q3: 941,779 shares; 2025Q4: 1,205,761 shares 1,205,761 $225M 1.82% +263,982 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064,672 shares; 2024Q4: 3,966,188 shares; 2025Q1: 3,881,638 shares; 2025Q2: 3,782,356 shares; 2025Q3: 3,758,372 shares; 2025Q4: 3,703,220 shares 3,703,220 $174M 1.41% -55,152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,544 shares; 2024Q4: 422,393 shares; 2025Q1: 3,899,687 shares; 2025Q2: 4,015,141 shares; 2025Q3: 4,596,388 shares; 2025Q4: 5,080,421 shares 5,080,421 $172M 1.39% +484,033 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,403 shares; 2024Q4: 391,743 shares; 2025Q1: 448,839 shares; 2025Q2: 1,543,714 shares; 2025Q3: 1,550,823 shares; 2025Q4: 1,471,057 shares 1,471,057 $148M 1.2% -79,766 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879,097 shares; 2024Q4: 973,523 shares; 2025Q1: 1,109,558 shares; 2025Q2: 1,183,354 shares; 2025Q3: 1,243,904 shares; 2025Q4: 1,312,548 shares 1,312,548 $134M 1.08% +68,644 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,365 shares; 2024Q4: 334,499 shares; 2025Q1: 331,951 shares; 2025Q2: 331,452 shares; 2025Q3: 328,073 shares; 2025Q4: 326,569 shares 326,569 $122M 0.99% -1,504 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,107 shares; 2024Q4: 59,501 shares; 2025Q1: 68,962 shares; 2025Q2: 72,041 shares; 2025Q3: 72,878 shares; 2025Q4: 193,364 shares 193,364 $121M 0.98% +120,486 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,051 shares; 2024Q4: 177,779 shares; 2025Q1: 301,637 shares; 2025Q2: 307,746 shares; 2025Q3: 312,274 shares; 2025Q4: 385,200 shares 385,200 $121M 0.98% +72,926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,560 shares; 2024Q4: 964,906 shares; 2025Q1: 1,182,164 shares; 2025Q2: 1,351,013 shares; 2025Q3: 1,444,905 shares; 2025Q4: 1,535,309 shares 1,535,309 $116M 0.94% +90,404 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,087 shares; 2024Q4: 188,941 shares; 2025Q1: 300,632 shares; 2025Q2: 308,480 shares; 2025Q3: 320,612 shares; 2025Q4: 481,844 shares 481,844 $111M 0.9% +161,232 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,702 shares; 2024Q4: 124,949 shares; 2025Q1: 153,361 shares; 2025Q2: 149,627 shares; 2025Q3: 146,654 shares; 2025Q4: 156,699 shares 156,699 $107M 0.87% +10,045 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,095 shares; 2024Q4: 247,343 shares; 2025Q1: 267,536 shares; 2025Q2: 273,493 shares; 2025Q3: 261,198 shares; 2025Q4: 315,628 shares 315,628 $106M 0.86% +54,430 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,975 shares; 2024Q4: 987,428 shares; 2025Q1: 1,339,709 shares; 2025Q2: 1,757,302 shares; 2025Q3: 2,106,078 shares; 2025Q4: 2,276,189 shares 2,276,189 $105M 0.85% +170,111 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,407 shares; 2024Q4: 88,097 shares; 2025Q1: 1,952,026 shares; 2025Q2: 2,182,429 shares; 2025Q3: 2,395,461 shares; 2025Q4: 2,490,895 shares 2,490,895 $103M 0.83% +95,434 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,869 shares; 2024Q4: 160,295 shares; 2025Q1: 218,223 shares; 2025Q2: 221,884 shares; 2025Q3: 227,851 shares; 2025Q4: 318,878 shares 318,878 $103M 0.83% +91,027 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,580 shares; 2024Q4: 166,199 shares; 2025Q1: 189,493 shares; 2025Q2: 189,087 shares; 2025Q3: 184,843 shares; 2025Q4: 201,436 shares 201,436 $101M 0.82% +16,593 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,361 shares; 2024Q4: 42,377 shares; 2025Q1: 54,186 shares; 2025Q2: 54,930 shares; 2025Q3: 54,522 shares; 2025Q4: 343,322 shares 343,322 $99.6M 0.81% +288,800 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,007 shares; 2024Q4: 755,565 shares; 2025Q1: 775,808 shares; 2025Q2: 786,880 shares; 2025Q3: 814,248 shares; 2025Q4: 929,551 shares 929,551 $99.2M 0.8% +115,303 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,610 shares; 2024Q4: 632,321 shares; 2025Q1: 612,076 shares; 2025Q2: 588,184 shares; 2025Q3: 570,947 shares; 2025Q4: 542,484 shares 542,484 $96.2M 0.78% -28,463 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,606 shares; 2024Q4: 161,620 shares; 2025Q1: 155,711 shares; 2025Q2: 155,524 shares; 2025Q3: 153,832 shares; 2025Q4: 200,563 shares 200,563 $94.9M 0.77% +46,731 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,345 shares; 2024Q4: 301,309 shares; 2025Q1: 297,773 shares; 2025Q2: 297,817 shares; 2025Q3: 299,696 shares; 2025Q4: 298,808 shares 298,808 $92.3M 0.75% -888 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 91,908 shares; 2025Q1: 224,424 shares; 2025Q2: 233,122 shares; 2025Q3: 236,151 shares; 2025Q4: 290,192 shares 290,192 $91.1M 0.74% +54,041 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,900 shares; 2024Q4: 85,059 shares; 2025Q1: 217,985 shares; 2025Q2: 214,937 shares; 2025Q3: 211,214 shares; 2025Q4: 260,187 shares 260,187 $90.1M 0.73% +48,973 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,972 shares; 2024Q4: 164,341 shares; 2025Q1: 168,411 shares; 2025Q2: 172,630 shares; 2025Q3: 177,047 shares; 2025Q4: 933,429 shares 933,429 $89.9M 0.73% +756,382 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855,776 shares; 2024Q4: 933,535 shares; 2025Q1: 1,310,262 shares; 2025Q2: 1,287,178 shares; 2025Q3: 1,279,526 shares; 2025Q4: 1,418,311 shares 1,418,311 $88.6M 0.72% +138,785 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,862 shares; 2024Q4: 569,742 shares; 2025Q1: 584,437 shares; 2025Q2: 532,828 shares; 2025Q3: 495,033 shares; 2025Q4: 446,606 shares 446,606 $85.6M 0.69% -48,427 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,710 shares; 2024Q4: 700,613 shares; 2025Q1: 2,185,039 shares; 2025Q2: 2,384,385 shares; 2025Q3: 2,399,120 shares; 2025Q4: 2,523,361 shares 2,523,361 $82.3M 0.67% +124,241 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,937 shares; 2024Q4: 1,183,899 shares; 2025Q1: 2,737,672 shares; 2025Q2: 2,773,692 shares; 2025Q3: 2,892,781 shares; 2025Q4: 3,019,866 shares 3,019,866 $79.2M 0.64% +127,085 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,814 shares; 2024Q4: 274,029 shares; 2025Q1: 266,358 shares; 2025Q2: 257,449 shares; 2025Q3: 253,586 shares; 2025Q4: 249,113 shares 249,113 $69.5M 0.56% -4,473 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,884 shares; 2024Q4: 166,428 shares; 2025Q1: 171,937 shares; 2025Q2: 181,488 shares; 2025Q3: 186,095 shares; 2025Q4: 279,760 shares 279,760 $68.9M 0.56% +93,665 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,112 shares; 2024Q4: 90,904 shares; 2025Q1: 98,173 shares; 2025Q2: 102,093 shares; 2025Q3: 99,969 shares; 2025Q4: 108,799 shares 108,799 $66.8M 0.54% +8,830 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,860 shares; 2024Q4: 265,873 shares; 2025Q1: 292,519 shares; 2025Q2: 354,971 shares; 2025Q3: 371,513 shares; 2025Q4: 458,524 shares 458,524 $65.7M 0.53% +87,011 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,340 shares; 2024Q4: 32,016 shares; 2025Q1: 36,803 shares; 2025Q2: 43,977 shares; 2025Q3: 51,086 shares; 2025Q4: 58,138 shares 58,138 $62.5M 0.51% +7,052 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,882 shares; 2024Q4: 183,509 shares; 2025Q1: 742,392 shares; 2025Q2: 762,109 shares; 2025Q3: 779,155 shares; 2025Q4: 840,955 shares 840,955 $61.9M 0.5% +61,800 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,918 shares; 2024Q4: 368,690 shares; 2025Q1: 407,890 shares; 2025Q2: 451,445 shares; 2025Q3: 462,200 shares; 2025Q4: 487,802 shares 487,802 $60.1M 0.49% +25,602 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,006 shares; 2024Q4: 234,736 shares; 2025Q1: 260,826 shares; 2025Q2: 233,951 shares; 2025Q3: 228,089 shares; 2025Q4: 640,890 shares 640,890 $59.7M 0.48% +412,801 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,422 shares; 2024Q4: 136,514 shares; 2025Q1: 193,497 shares; 2025Q2: 196,965 shares; 2025Q3: 197,928 shares; 2025Q4: 280,747 shares 280,747 $59.1M 0.48% +82,819 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,512 shares; 2024Q4: 152,237 shares; 2025Q1: 156,190 shares; 2025Q2: 155,754 shares; 2025Q3: 153,402 shares; 2025Q4: 152,147 shares 152,147 $58.9M 0.48% -1,255 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,520 shares; 2024Q4: 768,953 shares; 2025Q1: 902,562 shares; 2025Q2: 894,894 shares; 2025Q3: 901,358 shares; 2025Q4: 882,128 shares 882,128 $58.2M 0.47% -19,230 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,615 shares; 2024Q4: 388,265 shares; 2025Q1: 389,787 shares; 2025Q2: 494,260 shares; 2025Q3: 612,321 shares; 2025Q4: 1,137,455 shares 1,137,455 $57.5M 0.47% +525,134 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,432 shares; 2024Q4: 259,673 shares; 2025Q1: 254,543 shares; 2025Q2: 253,530 shares; 2025Q3: 248,979 shares; 2025Q4: 301,211 shares 301,211 $57.5M 0.47% +52,232 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,126 shares; 2024Q4: 166,281 shares; 2025Q1: 469,774 shares; 2025Q2: 461,771 shares; 2025Q3: 459,418 shares; 2025Q4: 466,164 shares 466,164 $55.6M 0.45% +6,746 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,469 shares; 2024Q4: 136,438 shares; 2025Q1: 157,667 shares; 2025Q2: 158,972 shares; 2025Q3: 172,280 shares; 2025Q4: 267,760 shares 267,760 $55.4M 0.45% +95,480 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,046 shares; 2024Q4: 27,906 shares; 2025Q1: 98,695 shares; 2025Q2: 229,834 shares; 2025Q3: 372,508 shares; 2025Q4: 645,440 shares 645,440 $53.1M 0.43% +272,932 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,103 shares; 2024Q4: 459,414 shares; 2025Q1: 1,805,978 shares; 2025Q2: 1,780,735 shares; 2025Q3: 1,749,682 shares; 2025Q4: 1,741,785 shares 1,741,785 $52.4M 0.42% -7,897 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376,082 shares; 2024Q4: 1,321,060 shares; 2025Q1: 1,230,237 shares; 2025Q2: 1,188,631 shares; 2025Q3: 1,154,991 shares; 2025Q4: 1,127,581 shares 1,127,581 $51.7M 0.42% -27,410 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,412 shares; 2024Q4: 82,698 shares; 2025Q1: 184,757 shares; 2025Q2: 182,194 shares; 2025Q3: 176,342 shares; 2025Q4: 166,287 shares 166,287 $50.5M 0.41% -10,055 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,957 shares; 2024Q4: 114,340 shares; 2025Q1: 149,472 shares; 2025Q2: 159,887 shares; 2025Q3: 158,950 shares; 2025Q4: 218,876 shares 218,876 $50M 0.41% +59,926 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,470 shares; 2024Q4: 490,954 shares; 2025Q1: 497,787 shares; 2025Q2: 512,290 shares; 2025Q3: 525,677 shares; 2025Q4: 715,165 shares 715,165 $49.6M 0.4% +189,488 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,979 shares; 2024Q4: 326,486 shares; 2025Q1: 334,527 shares; 2025Q2: 339,085 shares; 2025Q3: 346,584 shares; 2025Q4: 342,801 shares 342,801 $49.2M 0.4% -3,783 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,632 shares; 2025Q1: 10,872 shares; 2025Q2: 13,972 shares; 2025Q3: 13,861 shares; 2025Q4: 722,543 shares 722,543 $48.5M 0.39% +708,682 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,957 shares; 2024Q4: 68,995 shares; 2025Q1: 76,348 shares; 2025Q2: 77,277 shares; 2025Q3: 110,543 shares; 2025Q4: 138,152 shares 138,152 $47.5M 0.39% +27,609 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,134 shares; 2024Q4: 279,364 shares; 2025Q1: 622,748 shares; 2025Q2: 617,331 shares; 2025Q3: 615,292 shares; 2025Q4: 873,460 shares 873,460 $47M 0.38% +258,168 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,525 shares; 2024Q4: 511,027 shares; 2025Q1: 555,872 shares; 2025Q2: 568,746 shares; 2025Q3: 577,162 shares; 2025Q4: 576,825 shares 576,825 $46.3M 0.37% -337 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,760 shares; 2024Q4: 60,546 shares; 2025Q1: 115,559 shares; 2025Q2: 113,147 shares; 2025Q3: 113,235 shares; 2025Q4: 131,040 shares 131,040 $46M 0.37% +17,805 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,514 shares; 2024Q4: 1,479,271 shares; 2025Q1: 1,594,056 shares; 2025Q2: 1,582,325 shares; 2025Q3: 1,667,785 shares; 2025Q4: 1,674,883 shares 1,674,883 $45.9M 0.37% +7,098 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,330 shares; 2024Q4: 157,564 shares; 2025Q1: 215,398 shares; 2025Q2: 244,203 shares; 2025Q3: 238,748 shares; 2025Q4: 234,255 shares 234,255 $45.7M 0.37% -4,493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,216 shares; 2024Q4: 493,314 shares; 2025Q1: 515,645 shares; 2025Q2: 529,774 shares; 2025Q3: 567,943 shares; 2025Q4: 803,642 shares 803,642 $45.7M 0.37% +235,699 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,479 shares; 2024Q4: 303,821 shares; 2025Q1: 301,483 shares; 2025Q2: 304,463 shares; 2025Q3: 316,598 shares; 2025Q4: 401,946 shares 401,946 $44.8M 0.36% +85,348 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,442 shares; 2024Q4: 419,542 shares; 2025Q1: 413,864 shares; 2025Q2: 406,416 shares; 2025Q3: 405,189 shares; 2025Q4: 400,195 shares 400,195 $44.7M 0.36% -4,994 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,311 shares; 2024Q4: 108,328 shares; 2025Q1: 122,654 shares; 2025Q2: 128,592 shares; 2025Q3: 139,232 shares; 2025Q4: 207,215 shares 207,215 $43.9M 0.36% +67,983 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,182 shares; 2025Q1: 99,292 shares; 2025Q2: 266,721 shares; 2025Q3: 358,793 shares; 2025Q4: 403,624 shares 403,624 $42.7M 0.35% +44,831 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,647 shares; 2024Q4: 413,684 shares; 2025Q1: 456,131 shares; 2025Q2: 474,025 shares; 2025Q3: 493,145 shares; 2025Q4: 603,543 shares 603,543 $42.2M 0.34% +110,398 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,968 shares; 2024Q4: 22,827 shares; 2025Q1: 24,486 shares; 2025Q2: 26,315 shares; 2025Q3: 27,928 shares; 2025Q4: 59,638 shares 59,638 $39.4M 0.32% +31,710 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,538 shares; 2024Q4: 224,082 shares; 2025Q1: 249,894 shares; 2025Q2: 240,147 shares; 2025Q3: 274,108 shares; 2025Q4: 325,799 shares 325,799 $39.2M 0.32% +51,691 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,790 shares; 2024Q4: 58,075 shares; 2025Q1: 58,071 shares; 2025Q2: 59,605 shares; 2025Q3: 63,529 shares; 2025Q4: 131,195 shares 131,195 $37.4M 0.3% +67,666 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,103 shares; 2024Q4: 523,466 shares; 2025Q1: 513,678 shares; 2025Q2: 501,425 shares; 2025Q3: 518,892 shares; 2025Q4: 500,499 shares 500,499 $35.7M 0.29% -18,393 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,313 shares; 2024Q4: 46,271 shares; 2025Q1: 100,818 shares; 2025Q2: 99,608 shares; 2025Q3: 106,975 shares; 2025Q4: 114,138 shares 114,138 $34.9M 0.28% +7,163 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 16,314 shares; 2025Q1: 60,580 shares; 2025Q2: 60,870 shares; 2025Q3: 66,589 shares; 2025Q4: 129,623 shares 129,623 $34.3M 0.28% +63,034 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,674 shares; 2024Q4: 412,980 shares; 2025Q1: 1,327,058 shares; 2025Q2: 1,327,572 shares; 2025Q3: 1,369,693 shares; 2025Q4: 1,406,458 shares 1,406,458 $33.8M 0.27% +36,765 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668,805 shares; 2024Q4: 1,520,027 shares; 2025Q1: 1,569,119 shares; 2025Q2: 1,616,132 shares; 2025Q3: 1,664,333 shares; 2025Q4: 1,277,480 shares 1,277,480 $32.9M 0.27% -386,853 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,715 shares; 2024Q4: 446,619 shares; 2025Q1: 452,951 shares; 2025Q2: 456,178 shares; 2025Q3: 471,211 shares; 2025Q4: 391,804 shares 391,804 $32.8M 0.27% -79,407 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,027 shares; 2024Q4: 208,090 shares; 2025Q1: 231,692 shares; 2025Q2: 228,476 shares; 2025Q3: 232,565 shares; 2025Q4: 419,782 shares 419,782 $32.3M 0.26% +187,217 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,792 shares; 2024Q4: 35,546 shares; 2025Q1: 41,831 shares; 2025Q2: 43,197 shares; 2025Q3: 44,201 shares; 2025Q4: 125,200 shares 125,200 $32.3M 0.26% +80,999 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,380 shares; 2024Q4: 42,296 shares; 2025Q1: 81,269 shares; 2025Q2: 84,258 shares; 2025Q3: 85,620 shares; 2025Q4: 87,126 shares 87,126 $32.2M 0.26% +1,506 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,319 shares; 2024Q4: 278,666 shares; 2025Q1: 330,115 shares; 2025Q2: 319,468 shares; 2025Q3: 320,536 shares; 2025Q4: 565,932 shares 565,932 $31.1M 0.25% +245,396 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,990 shares; 2024Q4: 15,320 shares; 2025Q1: 16,610 shares; 2025Q2: 17,069 shares; 2025Q3: 17,573 shares; 2025Q4: 35,982 shares 35,982 $31M 0.25% +18,409 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 111,972 shares; 2025Q1: 112,252 shares; 2025Q2: 111,713 shares; 2025Q3: 112,532 shares; 2025Q4: 111,746 shares 111,746 $30.9M 0.25% -786 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,700 shares; 2024Q4: 114,181 shares; 2025Q1: 114,627 shares; 2025Q2: 114,877 shares; 2025Q3: 114,957 shares; 2025Q4: 116,846 shares 116,846 $30.7M 0.25% +1,889 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,200 shares; 2024Q4: 673,996 shares; 2025Q1: 671,465 shares; 2025Q2: 624,180 shares; 2025Q3: 594,777 shares; 2025Q4: 602,056 shares 602,056 $30.3M 0.25% +7,279 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,342 shares; 2024Q4: 85,042 shares; 2025Q1: 108,320 shares; 2025Q2: 92,362 shares; 2025Q3: 121,973 shares; 2025Q4: 209,109 shares 209,109 $30M 0.24% +87,136 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,869 shares; 2024Q4: 219,362 shares; 2025Q1: 225,037 shares; 2025Q2: 226,234 shares; 2025Q3: 240,397 shares; 2025Q4: 334,357 shares 334,357 $29.2M 0.24% +93,960 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,679 shares; 2024Q4: 69,197 shares; 2025Q1: 94,669 shares; 2025Q2: 97,416 shares; 2025Q3: 99,522 shares; 2025Q4: 107,257 shares 107,257 $28.8M 0.23% +7,735 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 11,073 shares; 2025Q1: 62,631 shares; 2025Q2: 63,342 shares; 2025Q3: 64,354 shares; 2025Q4: 71,605 shares 71,605 $28.4M 0.23% +7,251 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431,441 shares 431,441 $28.3M 0.23% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,551 shares; 2024Q4: 21,529 shares; 2025Q1: 23,798 shares; 2025Q2: 24,300 shares; 2025Q3: 25,720 shares; 2025Q4: 48,166 shares 48,166 $27.6M 0.22% +22,446 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,044 shares; 2024Q4: 106,935 shares; 2025Q1: 112,383 shares; 2025Q2: 108,643 shares; 2025Q3: 422,338 shares; 2025Q4: 591,509 shares 591,509 $27.2M 0.22% +169,171 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,248 shares; 2024Q4: 259,596 shares; 2025Q1: 265,524 shares; 2025Q2: 271,320 shares; 2025Q3: 283,744 shares; 2025Q4: 270,310 shares 270,310 $27.1M 0.22% -13,434 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,871 shares; 2024Q4: 230,197 shares; 2025Q1: 226,768 shares; 2025Q2: 235,399 shares; 2025Q3: 238,734 shares; 2025Q4: 282,022 shares 282,022 $27.1M 0.22% +43,288 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,880 shares; 2024Q4: 216,878 shares; 2025Q1: 260,022 shares; 2025Q2: 263,818 shares; 2025Q3: 268,838 shares; 2025Q4: 271,716 shares 271,716 $27M 0.22% +2,878 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,923 shares; 2024Q4: 324,444 shares; 2025Q1: 350,857 shares; 2025Q2: 331,015 shares; 2025Q3: 341,017 shares; 2025Q4: 338,884 shares 338,884 $27M 0.22% -2,133 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,792 shares; 2024Q4: 143,718 shares; 2025Q1: 131,222 shares; 2025Q2: 137,932 shares; 2025Q3: 131,980 shares; 2025Q4: 256,604 shares 256,604 $27M 0.22% +124,624 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,739 shares; 2024Q4: 354,551 shares; 2025Q1: 351,250 shares; 2025Q2: 349,454 shares; 2025Q3: 318,704 shares; 2025Q4: 319,193 shares 319,193 $26.3M 0.21% +489 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,044 shares; 2024Q4: 165,799 shares; 2025Q1: 185,273 shares; 2025Q2: 250,124 shares; 2025Q3: 263,774 shares; 2025Q4: 292,447 shares 292,447 $26.2M 0.21% +28,673 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,580 shares; 2024Q4: 40,306 shares; 2025Q1: 47,266 shares; 2025Q2: 48,383 shares; 2025Q3: 49,124 shares; 2025Q4: 57,117 shares 57,117 $25.7M 0.21% +7,993 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,655 shares; 2024Q4: 193,155 shares; 2025Q1: 292,843 shares; 2025Q2: 300,636 shares; 2025Q3: 310,381 shares; 2025Q4: 340,430 shares 340,430 $25.2M 0.2% +30,049 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,881 shares; 2024Q4: 52,750 shares; 2025Q1: 54,783 shares; 2025Q2: 63,078 shares; 2025Q3: 83,764 shares; 2025Q4: 171,528 shares 171,528 $24.7M 0.2% +87,764 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,057 shares; 2024Q4: 147,955 shares; 2025Q1: 146,038 shares; 2025Q2: 155,749 shares; 2025Q3: 165,109 shares; 2025Q4: 176,065 shares 176,065 $24.1M 0.2% +10,956 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,765 shares; 2024Q4: 302,094 shares; 2025Q1: 337,327 shares; 2025Q2: 354,542 shares; 2025Q3: 356,640 shares; 2025Q4: 415,474 shares 415,474 $24.1M 0.19% +58,834 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,552 shares; 2024Q4: 252,509 shares; 2025Q1: 260,361 shares; 2025Q2: 278,521 shares; 2025Q3: 293,851 shares; 2025Q4: 317,798 shares 317,798 $24M 0.19% +23,947 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,359 shares; 2024Q4: 37,487 shares; 2025Q1: 40,913 shares; 2025Q2: 41,006 shares; 2025Q3: 58,004 shares; 2025Q4: 138,359 shares 138,359 $23.7M 0.19% +80,355 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,933 shares; 2024Q4: 383,164 shares; 2025Q1: 1,303,694 shares; 2025Q2: 1,313,697 shares; 2025Q3: 1,288,808 shares; 2025Q4: 1,410,878 shares 1,410,878 $23.3M 0.19% +122,070 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,766 shares; 2024Q4: 71,721 shares; 2025Q1: 93,915 shares; 2025Q2: 95,362 shares; 2025Q3: 96,825 shares; 2025Q4: 104,605 shares 104,605 $23M 0.19% +7,780 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,817 shares; 2024Q4: 36,953 shares; 2025Q1: 103,557 shares; 2025Q2: 100,135 shares; 2025Q3: 107,747 shares; 2025Q4: 199,722 shares 199,722 $22.7M 0.18% +91,975 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 30 shares 30 $22.6M 0.18% +2 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,248 shares; 2024Q4: 557,679 shares; 2025Q1: 1,433,945 shares; 2025Q2: 967,366 shares; 2025Q3: 705,304 shares; 2025Q4: 733,901 shares 733,901 $22.2M 0.18% +28,597 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,750 shares; 2024Q4: 25,356 shares; 2025Q1: 71,294 shares; 2025Q2: 70,148 shares; 2025Q3: 69,799 shares; 2025Q4: 94,966 shares 94,966 $22M 0.18% +25,167 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,765 shares; 2024Q4: 95,226 shares; 2025Q1: 133,101 shares; 2025Q2: 134,098 shares; 2025Q3: 132,426 shares; 2025Q4: 260,509 shares 260,509 $21.9M 0.18% +128,083 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 24,155 shares; 2025Q1: 224,090 shares; 2025Q2: 230,234 shares; 2025Q3: 236,786 shares; 2025Q4: 237,819 shares 237,819 $21.9M 0.18% +1,033 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,222 shares; 2025Q1: 20,280 shares; 2025Q2: 20,374 shares; 2025Q3: 20,429 shares; 2025Q4: 20,383 shares 20,383 $21.8M 0.18% -46 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,701 shares; 2024Q4: 315,536 shares; 2025Q1: 354,590 shares; 2025Q2: 356,854 shares; 2025Q3: 388,889 shares; 2025Q4: 424,414 shares 424,414 $21.6M 0.17% +35,525 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,926 shares; 2024Q4: 77,200 shares; 2025Q1: 87,821 shares; 2025Q2: 98,412 shares; 2025Q3: 100,483 shares; 2025Q4: 141,458 shares 141,458 $21.6M 0.17% +40,975 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,005 shares; 2024Q4: 250,521 shares; 2025Q1: 264,193 shares; 2025Q2: 270,343 shares; 2025Q3: 292,746 shares; 2025Q4: 526,680 shares 526,680 $21.5M 0.17% +233,934 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,071 shares; 2024Q4: 493,825 shares; 2025Q1: 551,182 shares; 2025Q2: 560,748 shares; 2025Q3: 686,393 shares; 2025Q4: 877,529 shares 877,529 $21.4M 0.17% +191,136 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,645 shares; 2024Q4: 404,710 shares; 2025Q1: 424,730 shares; 2025Q2: 428,420 shares; 2025Q3: 435,795 shares; 2025Q4: 476,080 shares 476,080 $21.1M 0.17% +40,285 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,596 shares; 2024Q4: 212,559 shares; 2025Q1: 244,396 shares; 2025Q2: 222,599 shares; 2025Q3: 279,040 shares; 2025Q4: 312,040 shares 312,040 $21M 0.17% +33,000 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,935 shares; 2024Q4: 150,428 shares; 2025Q1: 160,379 shares; 2025Q2: 172,169 shares; 2025Q3: 168,805 shares; 2025Q4: 210,665 shares 210,665 $20.9M 0.17% +41,860 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,203 shares; 2024Q4: 18,028 shares; 2025Q1: 82,613 shares; 2025Q2: 84,809 shares; 2025Q3: 89,058 shares; 2025Q4: 106,863 shares 106,863 $20.8M 0.17% +17,805 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303,269 shares 303,269 $20.8M 0.17% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,052 shares; 2024Q4: 427,027 shares; 2025Q1: 425,862 shares; 2025Q2: 426,555 shares; 2025Q3: 418,926 shares; 2025Q4: 409,130 shares 409,130 $20.4M 0.17% -9,796 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,349 shares; 2024Q4: 263,307 shares; 2025Q1: 364,108 shares; 2025Q2: 378,855 shares; 2025Q3: 349,532 shares; 2025Q4: 352,499 shares 352,499 $20.2M 0.16% +2,967 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,379 shares; 2024Q4: 259,386 shares; 2025Q1: 297,119 shares; 2025Q2: 288,079 shares; 2025Q3: 200,769 shares; 2025Q4: 201,591 shares 201,591 $20.1M 0.16% +822 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,949 shares; 2024Q4: 30,274 shares; 2025Q1: 124,858 shares; 2025Q2: 110,394 shares; 2025Q3: 110,740 shares; 2025Q4: 93,309 shares 93,309 $20M 0.16% -17,431 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,470 shares; 2024Q4: 30,600 shares; 2025Q1: 79,446 shares; 2025Q2: 110,140 shares; 2025Q3: 111,625 shares; 2025Q4: 170,605 shares 170,605 $19.9M 0.16% +58,980 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,481 shares; 2024Q4: 198,317 shares; 2025Q1: 175,830 shares; 2025Q2: 175,512 shares; 2025Q3: 169,619 shares; 2025Q4: 163,289 shares 163,289 $19.9M 0.16% -6,330 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,504 shares; 2024Q4: 27,708 shares; 2025Q1: 29,138 shares; 2025Q2: 42,097 shares; 2025Q3: 30,800 shares; 2025Q4: 127,273 shares 127,273 $19.6M 0.16% +96,473 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,182 shares; 2024Q4: 41,900 shares; 2025Q1: 46,847 shares; 2025Q2: 47,264 shares; 2025Q3: 52,300 shares; 2025Q4: 64,710 shares 64,710 $19.2M 0.16% +12,410 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 12,566 shares; 2025Q1: 12,545 shares; 2025Q2: 12,544 shares; 2025Q3: 12,867 shares; 2025Q4: 21,686 shares 21,686 $19.1M 0.15% +8,819 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201,682 shares; 2025Q1: 204,237 shares; 2025Q2: 203,059 shares; 2025Q3: 207,652 shares; 2025Q4: 205,791 shares 205,791 $18.9M 0.15% -1,861 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,740 shares; 2024Q4: 44,741 shares; 2025Q1: 43,908 shares; 2025Q2: 43,816 shares; 2025Q3: 43,564 shares; 2025Q4: 54,191 shares 54,191 $18.6M 0.15% +10,627 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 6,648 shares; 2025Q1: 50,030 shares; 2025Q2: 51,825 shares; 2025Q3: 60,217 shares; 2025Q4: 100,787 shares 100,787 $18.6M 0.15% +40,570 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555,779 shares; 2025Q4: 561,314 shares 561,314 $17.9M 0.15% +5,535 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,177 shares; 2024Q4: 21,523 shares; 2025Q1: 23,505 shares; 2025Q2: 25,115 shares; 2025Q3: 25,331 shares; 2025Q4: 30,789 shares 30,789 $17.8M 0.14% +5,458 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 10,596 shares; 2025Q1: 32,024 shares; 2025Q2: 32,893 shares; 2025Q3: 33,095 shares; 2025Q4: 77,476 shares 77,476 $17.7M 0.14% +44,381 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,028 shares; 2024Q4: 305,523 shares; 2025Q1: 302,910 shares; 2025Q2: 211,927 shares; 2025Q3: 213,548 shares; 2025Q4: 204,060 shares 204,060 $17.5M 0.14% -9,488 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,009 shares; 2024Q4: 95,323 shares; 2025Q1: 525,145 shares; 2025Q2: 537,751 shares; 2025Q3: 546,016 shares; 2025Q4: 542,575 shares 542,575 $17.4M 0.14% -3,441 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 21,152 shares; 2025Q1: 22,956 shares; 2025Q2: 22,127 shares; 2025Q3: 25,002 shares; 2025Q4: 56,339 shares 56,339 $17.4M 0.14% +31,337 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,135 shares; 2024Q4: 213,204 shares; 2025Q1: 531,480 shares; 2025Q2: 581,588 shares; 2025Q3: 590,019 shares; 2025Q4: 585,383 shares 585,383 $17.3M 0.14% -4,636 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,826 shares; 2024Q4: 73,554 shares; 2025Q1: 75,767 shares; 2025Q2: 107,069 shares; 2025Q3: 105,013 shares; 2025Q4: 85,726 shares 85,726 $17M 0.14% -19,287 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,094 shares; 2024Q4: 106,815 shares; 2025Q1: 121,625 shares; 2025Q2: 127,828 shares; 2025Q3: 154,437 shares; 2025Q4: 320,585 shares 320,585 $16.9M 0.14% +166,148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,913 shares; 2024Q4: 191,459 shares; 2025Q1: 236,868 shares; 2025Q2: 246,970 shares; 2025Q3: 263,227 shares; 2025Q4: 289,236 shares 289,236 $16.8M 0.14% +26,009 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,386 shares; 2024Q4: 181,292 shares; 2025Q1: 486,837 shares; 2025Q2: 488,200 shares; 2025Q3: 517,011 shares; 2025Q4: 506,867 shares 506,867 $16.6M 0.13% -10,144 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,154 shares; 2024Q4: 258,466 shares; 2025Q1: 258,140 shares; 2025Q2: 254,349 shares; 2025Q3: 254,868 shares; 2025Q4: 247,953 shares 247,953 $16.1M 0.13% -6,915 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 108,952 shares; 2025Q1: 109,929 shares; 2025Q2: 111,079 shares; 2025Q3: 112,360 shares; 2025Q4: 111,899 shares 111,899 $15.8M 0.13% -461 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 4,933 shares; 2025Q1: 41,060 shares; 2025Q2: 41,527 shares; 2025Q3: 42,050 shares; 2025Q4: 44,201 shares 44,201 $15.5M 0.13% +2,151 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,446 shares; 2024Q4: 98,908 shares; 2025Q1: 96,150 shares; 2025Q2: 104,157 shares; 2025Q3: 101,167 shares; 2025Q4: 104,126 shares 104,126 $15.5M 0.13% +2,959 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 6,605 shares; 2025Q1: 8,128 shares; 2025Q2: 8,631 shares; 2025Q3: 8,685 shares; 2025Q4: 87,033 shares 87,033 $15.5M 0.13% +78,348 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,210 shares; 2024Q4: 68,313 shares; 2025Q1: 150,023 shares; 2025Q2: 151,218 shares; 2025Q3: 155,141 shares; 2025Q4: 165,683 shares 165,683 $15.4M 0.13% +10,542 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,533 shares; 2024Q4: 110,631 shares; 2025Q1: 109,504 shares; 2025Q2: 107,436 shares; 2025Q3: 105,880 shares; 2025Q4: 107,597 shares 107,597 $15.2M 0.12% +1,717 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,847 shares; 2024Q4: 34,976 shares; 2025Q1: 33,165 shares; 2025Q2: 32,046 shares; 2025Q3: 32,223 shares; 2025Q4: 32,265 shares 32,265 $15M 0.12% +42 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,153 shares; 2025Q2: 73,972 shares; 2025Q3: 80,522 shares; 2025Q4: 76,855 shares 76,855 $14.9M 0.12% -3,667 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 3,174 shares; 2025Q4: 52,732 shares 52,732 $14.9M 0.12% +49,558 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,925 shares; 2024Q4: 165,063 shares; 2025Q1: 164,800 shares; 2025Q2: 163,889 shares; 2025Q3: 164,208 shares; 2025Q4: 158,839 shares 158,839 $14.9M 0.12% -5,369 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,470 shares; 2024Q4: 31,448 shares; 2025Q1: 73,987 shares; 2025Q2: 75,843 shares; 2025Q3: 72,385 shares; 2025Q4: 168,923 shares 168,923 $14.8M 0.12% +96,538 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,268 shares; 2024Q4: 140,474 shares; 2025Q1: 140,984 shares; 2025Q2: 139,963 shares; 2025Q3: 129,256 shares; 2025Q4: 216,163 shares 216,163 $14.7M 0.12% +86,907 Timeline GGM NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 708,533 shares; 2025Q2: 686,606 shares; 2025Q3: 571,057 shares; 2025Q4: 539,448 shares 539,448 $14.7M 0.12% -31,609 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,538 shares; 2024Q4: 91,627 shares; 2025Q1: 87,915 shares; 2025Q2: 81,121 shares; 2025Q3: 78,883 shares; 2025Q4: 80,113 shares 80,113 $14.5M 0.12% +1,230 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 5,871 shares; 2025Q1: 59,099 shares; 2025Q2: 59,346 shares; 2025Q3: 58,742 shares; 2025Q4: 55,991 shares 55,991 $14.4M 0.12% -2,751 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 11,174 shares; 2025Q1: 63,518 shares; 2025Q2: 65,713 shares; 2025Q3: 70,664 shares; 2025Q4: 150,188 shares 150,188 $14.3M 0.12% +79,524 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,467 shares; 2024Q4: 160,220 shares; 2025Q1: 154,554 shares; 2025Q2: 139,916 shares; 2025Q3: 130,836 shares; 2025Q4: 125,651 shares 125,651 $14.3M 0.12% -5,185 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 5,771 shares; 2025Q1: 43,691 shares; 2025Q2: 43,644 shares; 2025Q3: 46,041 shares; 2025Q4: 52,664 shares 52,664 $14.3M 0.12% +6,623 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,314 shares; 2024Q4: 142,155 shares; 2025Q1: 144,763 shares; 2025Q2: 143,454 shares; 2025Q3: 142,158 shares; 2025Q4: 147,355 shares 147,355 $14.3M 0.12% +5,197 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,142 shares; 2024Q4: 117,073 shares; 2025Q1: 130,181 shares; 2025Q2: 155,990 shares; 2025Q3: 207,113 shares; 2025Q4: 233,668 shares 233,668 $14.2M 0.12% +26,555 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,504 shares; 2024Q4: 665,498 shares; 2025Q1: 709,406 shares; 2025Q2: 684,966 shares; 2025Q3: 723,556 shares; 2025Q4: 776,926 shares 776,926 $14.2M 0.11% +53,370 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,266 shares; 2024Q4: 53,841 shares; 2025Q1: 54,118 shares; 2025Q2: 55,088 shares; 2025Q3: 58,238 shares; 2025Q4: 56,167 shares 56,167 $14.1M 0.11% -2,071 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,196 shares; 2025Q2: 316,065 shares; 2025Q3: 306,738 shares; 2025Q4: 355,743 shares 355,743 $14.1M 0.11% +49,005 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 27,761 shares; 2025Q1: 31,127 shares; 2025Q2: 32,668 shares; 2025Q3: 33,894 shares; 2025Q4: 87,583 shares 87,583 $14M 0.11% +53,689 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,650 shares; 2024Q4: 109,248 shares; 2025Q1: 109,945 shares; 2025Q2: 121,895 shares; 2025Q3: 115,872 shares; 2025Q4: 134,890 shares 134,890 $14M 0.11% +19,018 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 86,980 shares; 2025Q1: 85,919 shares; 2025Q2: 84,721 shares; 2025Q3: 85,702 shares; 2025Q4: 85,737 shares 85,737 $14M 0.11% +35 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,592 shares; 2024Q4: 165,812 shares; 2025Q1: 168,920 shares; 2025Q2: 157,936 shares; 2025Q3: 161,971 shares; 2025Q4: 122,422 shares 122,422 $13.9M 0.11% -39,549 Timeline CBLS ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502,058 shares; 2025Q2: 495,199 shares; 2025Q3: 503,671 shares; 2025Q4: 503,982 shares 503,982 $13.9M 0.11% +311 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,312 shares; 2024Q4: 307,035 shares; 2025Q1: 492,403 shares; 2025Q2: 492,590 shares; 2025Q3: 493,189 shares; 2025Q4: 514,916 shares 514,916 $13.9M 0.11% +21,727 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,213 shares; 2024Q4: 87,165 shares; 2025Q1: 94,606 shares; 2025Q2: 98,047 shares; 2025Q3: 101,169 shares; 2025Q4: 110,077 shares 110,077 $13.8M 0.11% +8,908 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,461 shares; 2024Q4: 47,597 shares; 2025Q1: 65,049 shares; 2025Q2: 68,520 shares; 2025Q3: 74,124 shares; 2025Q4: 171,403 shares 171,403 $13.8M 0.11% +97,279 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,234 shares; 2024Q4: 81,502 shares; 2025Q1: 72,265 shares; 2025Q2: 68,185 shares; 2025Q3: 68,464 shares; 2025Q4: 64,555 shares 64,555 $13.6M 0.11% -3,909 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,449 shares; 2024Q4: 100,827 shares; 2025Q1: 108,523 shares; 2025Q2: 104,713 shares; 2025Q3: 104,303 shares; 2025Q4: 171,229 shares 171,229 $13.5M 0.11% +66,926 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474,519 shares 474,519 $13.4M 0.11% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,897 shares; 2024Q4: 197,102 shares; 2025Q1: 200,567 shares; 2025Q2: 206,216 shares; 2025Q3: 220,292 shares; 2025Q4: 222,163 shares 222,163 $13.3M 0.11% +1,871 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,220 shares; 2024Q4: 306,895 shares; 2025Q1: 304,093 shares; 2025Q2: 290,834 shares; 2025Q3: 279,963 shares; 2025Q4: 277,604 shares 277,604 $13.3M 0.11% -2,359 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,830 shares; 2024Q4: 107,193 shares; 2025Q1: 105,809 shares; 2025Q2: 108,752 shares; 2025Q3: 243,254 shares; 2025Q4: 259,344 shares 259,344 $13.3M 0.11% +16,090 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,091 shares; 2024Q4: 74,339 shares; 2025Q1: 79,647 shares; 2025Q2: 80,385 shares; 2025Q3: 78,828 shares; 2025Q4: 101,466 shares 101,466 $13.2M 0.11% +22,638 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,190 shares; 2024Q4: 10,827 shares; 2025Q1: 21,465 shares; 2025Q2: 26,835 shares; 2025Q3: 47,649 shares; 2025Q4: 48,311 shares 48,311 $13.2M 0.11% +662 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258,434 shares; 2025Q2: 253,606 shares; 2025Q3: 246,114 shares; 2025Q4: 246,265 shares 246,265 $13.1M 0.11% +151 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 26,673 shares; 2025Q1: 41,599 shares; 2025Q2: 37,944 shares; 2025Q3: 38,187 shares; 2025Q4: 40,158 shares 40,158 $13M 0.11% +1,971 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,899 shares; 2024Q4: 70,172 shares; 2025Q1: 111,890 shares; 2025Q2: 108,839 shares; 2025Q3: 108,351 shares; 2025Q4: 107,554 shares 107,554 $12.9M 0.1% -797 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535,320 shares; 2025Q2: 526,432 shares; 2025Q3: 508,440 shares; 2025Q4: 431,543 shares 431,543 $12.9M 0.1% -76,897 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,402 shares; 2024Q4: 65,765 shares; 2025Q1: 71,178 shares; 2025Q2: 79,092 shares; 2025Q3: 78,956 shares; 2025Q4: 78,644 shares 78,644 $12.8M 0.1% -312 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,367 shares; 2024Q4: 114,007 shares; 2025Q1: 113,863 shares; 2025Q2: 118,258 shares; 2025Q3: 126,980 shares; 2025Q4: 133,004 shares 133,004 $12.8M 0.1% +6,024 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,928 shares; 2024Q4: 77,900 shares; 2025Q1: 78,222 shares; 2025Q2: 81,206 shares; 2025Q3: 133,001 shares; 2025Q4: 141,316 shares 141,316 $12.7M 0.1% +8,315 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,183 shares; 2024Q4: 114,697 shares; 2025Q1: 123,806 shares; 2025Q2: 125,314 shares; 2025Q3: 124,653 shares; 2025Q4: 117,485 shares 117,485 $12.6M 0.1% -7,168 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,191 shares; 2024Q4: 82,485 shares; 2025Q1: 602,610 shares; 2025Q2: 553,255 shares; 2025Q3: 520,454 shares; 2025Q4: 436,454 shares 436,454 $12.4M 0.1% -84,000 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,520 shares; 2024Q4: 67,854 shares; 2025Q1: 76,509 shares; 2025Q2: 88,161 shares; 2025Q3: 93,645 shares; 2025Q4: 105,647 shares 105,647 $12.4M 0.1% +12,002 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230,040 shares 230,040 $12.1M 0.1% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,328 shares; 2024Q4: 51,565 shares; 2025Q1: 710,111 shares; 2025Q2: 679,083 shares; 2025Q3: 682,432 shares; 2025Q4: 676,024 shares 676,024 $12.1M 0.1% -6,408 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,773 shares; 2024Q4: 184,161 shares; 2025Q1: 183,318 shares; 2025Q2: 178,329 shares; 2025Q3: 178,738 shares; 2025Q4: 157,139 shares 157,139 $12.1M 0.1% -21,599 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,663 shares; 2024Q4: 104,700 shares; 2025Q1: 102,489 shares; 2025Q2: 102,714 shares; 2025Q3: 91,632 shares; 2025Q4: 85,282 shares 85,282 $12.1M 0.1% -6,350 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,966 shares; 2024Q4: 143,522 shares; 2025Q1: 144,413 shares; 2025Q2: 147,980 shares; 2025Q3: 146,389 shares; 2025Q4: 134,439 shares 134,439 $12M 0.1% -11,950 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 8,988 shares; 2025Q1: 12,495 shares; 2025Q2: 13,670 shares; 2025Q3: 14,341 shares; 2025Q4: 17,926 shares 17,926 $11.9M 0.1% +3,585 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 22,647 shares; 2025Q1: 24,433 shares; 2025Q2: 20,135 shares; 2025Q3: 27,243 shares; 2025Q4: 28,752 shares 28,752 $11.9M 0.1% +1,509 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 15,058 shares; 2025Q1: 43,188 shares; 2025Q2: 43,057 shares; 2025Q3: 46,572 shares; 2025Q4: 47,482 shares 47,482 $11.7M 0.09% +910 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,105 shares; 2024Q4: 37,648 shares; 2025Q1: 38,468 shares; 2025Q2: 38,761 shares; 2025Q3: 41,205 shares; 2025Q4: 244,313 shares 244,313 $11.7M 0.09% +203,108 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,956 shares; 2024Q4: 74,323 shares; 2025Q1: 64,737 shares; 2025Q2: 64,841 shares; 2025Q3: 67,957 shares; 2025Q4: 212,323 shares 212,323 $11.6M 0.09% +144,366 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 11,558 shares; 2025Q1: 12,345 shares; 2025Q2: 12,687 shares; 2025Q3: 13,531 shares; 2025Q4: 36,187 shares 36,187 $11.5M 0.09% +22,656 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,734 shares; 2024Q4: 339,011 shares; 2025Q1: 358,750 shares; 2025Q2: 342,903 shares; 2025Q3: 279,379 shares; 2025Q4: 463,356 shares 463,356 $11.5M 0.09% +183,977 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,255 shares; 2024Q4: 146,748 shares; 2025Q1: 146,032 shares; 2025Q2: 158,295 shares; 2025Q3: 156,917 shares; 2025Q4: 159,780 shares 159,780 $11.5M 0.09% +2,863 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,264 shares; 2025Q2: 260,137 shares; 2025Q3: 299,659 shares; 2025Q4: 299,867 shares 299,867 $11.5M 0.09% +208 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 6,340 shares; 2025Q1: 22,571 shares; 2025Q2: 29,475 shares; 2025Q3: 29,860 shares; 2025Q4: 32,721 shares 32,721 $11.5M 0.09% +2,861 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,184 shares; 2024Q4: 25,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,375 shares 187,375 $11.3M 0.09% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,931 shares; 2024Q4: 59,132 shares; 2025Q1: 329,915 shares; 2025Q2: 319,718 shares; 2025Q3: 270,260 shares; 2025Q4: 223,090 shares 223,090 $11.3M 0.09% -47,170 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,931 shares; 2024Q4: 84,772 shares; 2025Q1: 173,488 shares; 2025Q2: 94,509 shares; 2025Q3: 215,068 shares; 2025Q4: 220,573 shares 220,573 $11.2M 0.09% +5,505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 58,460 shares; 2025Q2: 53,756 shares; 2025Q3: 55,245 shares; 2025Q4: 54,945 shares 54,945 $11.2M 0.09% -300 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,311 shares; 2024Q4: 31,014 shares; 2025Q1: 32,331 shares; 2025Q2: 32,450 shares; 2025Q3: 32,011 shares; 2025Q4: 34,042 shares 34,042 $11.1M 0.09% +2,031 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,309 shares; 2024Q4: 77,282 shares; 2025Q1: 78,454 shares; 2025Q2: 80,103 shares; 2025Q3: 80,405 shares; 2025Q4: 109,030 shares 109,030 $11M 0.09% +28,625 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 4,859 shares; 2025Q1: 5,821 shares; 2025Q2: 6,418 shares; 2025Q3: 7,424 shares; 2025Q4: 16,466 shares 16,466 $10.8M 0.09% +9,042 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,904 shares; 2024Q4: 232,772 shares; 2025Q1: 259,810 shares; 2025Q2: 275,064 shares; 2025Q3: 301,912 shares; 2025Q4: 298,280 shares 298,280 $10.7M 0.09% -3,632 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 14,572 shares; 2025Q1: 17,141 shares; 2025Q2: 18,377 shares; 2025Q3: 20,517 shares; 2025Q4: 21,971 shares 21,971 $10.6M 0.09% +1,454 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,040 shares; 2025Q4: 139,568 shares 139,568 $10.6M 0.09% +136,528 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,566 shares; 2025Q2: 33,323 shares; 2025Q3: 33,923 shares; 2025Q4: 35,180 shares 35,180 $10.6M 0.09% +1,257 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,634 shares; 2025Q1: 150,329 shares; 2025Q2: 140,702 shares; 2025Q3: 153,959 shares; 2025Q4: 158,434 shares 158,434 $10.5M 0.09% +4,475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,561 shares; 2024Q4: 37,738 shares; 2025Q1: 34,855 shares; 2025Q2: 35,684 shares; 2025Q3: 82,797 shares; 2025Q4: 245,852 shares 245,852 $10.5M 0.09% +163,055 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,350 shares; 2024Q4: 91,505 shares; 2025Q1: 138,689 shares; 2025Q2: 138,588 shares; 2025Q3: 154,925 shares; 2025Q4: 420,267 shares 420,267 $10.5M 0.08% +265,342 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,624 shares; 2024Q4: 19,496 shares; 2025Q1: 23,789 shares; 2025Q2: 23,949 shares; 2025Q3: 110,157 shares; 2025Q4: 300,617 shares 300,617 $10.4M 0.08% +190,460 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 3,948 shares; 2025Q1: 19,836 shares; 2025Q2: 20,145 shares; 2025Q3: 20,248 shares; 2025Q4: 22,732 shares 22,732 $10.3M 0.08% +2,484 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 16,369 shares; 2025Q1: 17,352 shares; 2025Q2: 19,184 shares; 2025Q3: 21,313 shares; 2025Q4: 49,252 shares 49,252 $10.3M 0.08% +27,939 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,669 shares; 2024Q4: 56,550 shares; 2025Q1: 55,588 shares; 2025Q2: 82,929 shares; 2025Q3: 98,966 shares; 2025Q4: 187,672 shares 187,672 $10.3M 0.08% +88,706 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,858 shares; 2024Q4: 144,229 shares; 2025Q1: 154,282 shares; 2025Q2: 160,360 shares; 2025Q3: 179,607 shares; 2025Q4: 217,444 shares 217,444 $10.2M 0.08% +37,837 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,636 shares; 2024Q4: 139,519 shares; 2025Q1: 137,857 shares; 2025Q2: 134,616 shares; 2025Q3: 133,425 shares; 2025Q4: 133,249 shares 133,249 $10.2M 0.08% -176 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,735 shares; 2024Q4: 11,799 shares; 2025Q1: 12,097 shares; 2025Q2: 12,454 shares; 2025Q3: 14,079 shares; 2025Q4: 17,887 shares 17,887 $10.1M 0.08% +3,808 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,676 shares; 2024Q4: 218,032 shares; 2025Q1: 217,075 shares; 2025Q2: 213,222 shares; 2025Q3: 211,013 shares; 2025Q4: 206,842 shares 206,842 $10.1M 0.08% -4,171 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 3,545 shares; 2025Q1: 6,108 shares; 2025Q2: 7,509 shares; 2025Q3: 7,790 shares; 2025Q4: 107,154 shares 107,154 $10M 0.08% +99,364 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,928 shares; 2024Q4: 26,419 shares; 2025Q1: 79,200 shares; 2025Q2: 79,009 shares; 2025Q3: 54,318 shares; 2025Q4: 104,525 shares 104,525 $10M 0.08% +50,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,608 shares; 2025Q1: 99,580 shares; 2025Q2: 99,965 shares; 2025Q3: 110,692 shares; 2025Q4: 117,907 shares 117,907 $10M 0.08% +7,215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,298 shares; 2024Q4: 25,945 shares; 2025Q1: 24,694 shares; 2025Q2: 24,866 shares; 2025Q3: 23,877 shares; 2025Q4: 78,428 shares 78,428 $10M 0.08% +54,551 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,642 shares; 2024Q4: 50,520 shares; 2025Q1: 50,319 shares; 2025Q2: 51,754 shares; 2025Q3: 56,763 shares; 2025Q4: 70,610 shares 70,610 $9.96M 0.08% +13,847 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,933 shares; 2024Q4: 74,652 shares; 2025Q1: 73,440 shares; 2025Q2: 72,898 shares; 2025Q3: 71,478 shares; 2025Q4: 118,025 shares 118,025 $9.87M 0.08% +46,547 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,781 shares; 2025Q2: 69,006 shares; 2025Q3: 68,525 shares; 2025Q4: 72,827 shares 72,827 $9.81M 0.08% +4,302 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 6,194 shares; 2025Q1: 6,239 shares; 2025Q2: 7,096 shares; 2025Q3: 7,650 shares; 2025Q4: 77,139 shares 77,139 $9.76M 0.08% +69,489 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,089 shares; 2024Q4: 20,522 shares; 2025Q1: 50,243 shares; 2025Q2: 28,042 shares; 2025Q3: 28,297 shares; 2025Q4: 29,212 shares 29,212 $9.64M 0.08% +915 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347,265 shares; 2025Q4: 360,542 shares 360,542 $9.64M 0.08% +13,277 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,925 shares; 2024Q4: 50,912 shares; 2025Q1: 81,522 shares; 2025Q2: 78,354 shares; 2025Q3: 75,656 shares; 2025Q4: 47,173 shares 47,173 $9.64M 0.08% -28,483 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,862 shares; 2025Q2: 108,117 shares; 2025Q3: 99,311 shares; 2025Q4: 100,584 shares 100,584 $9.59M 0.08% +1,273 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,866 shares; 2024Q4: 187,056 shares; 2025Q1: 187,103 shares; 2025Q2: 179,428 shares; 2025Q3: 185,599 shares; 2025Q4: 180,486 shares 180,486 $9.54M 0.08% -5,113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,437 shares; 2024Q4: 50,764 shares; 2025Q1: 56,401 shares; 2025Q2: 57,131 shares; 2025Q3: 54,429 shares; 2025Q4: 61,570 shares 61,570 $9.53M 0.08% +7,141 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,033 shares; 2024Q4: 51,708 shares; 2025Q1: 52,038 shares; 2025Q2: 49,886 shares; 2025Q3: 54,024 shares; 2025Q4: 54,501 shares 54,501 $9.51M 0.08% +477 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,971 shares; 2025Q2: 82,509 shares; 2025Q3: 81,758 shares; 2025Q4: 87,545 shares 87,545 $9.49M 0.08% +5,787 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,648 shares; 2024Q4: 78,194 shares; 2025Q1: 78,613 shares; 2025Q2: 86,537 shares; 2025Q3: 87,186 shares; 2025Q4: 192,559 shares 192,559 $9.48M 0.08% +105,373 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,738 shares; 2024Q4: 165,941 shares; 2025Q1: 164,274 shares; 2025Q2: 155,726 shares; 2025Q3: 160,960 shares; 2025Q4: 189,553 shares 189,553 $9.46M 0.08% +28,593 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 24,371 shares; 2025Q1: 23,631 shares; 2025Q2: 62,136 shares; 2025Q3: 92,358 shares; 2025Q4: 211,416 shares 211,416 $9.45M 0.08% +119,058 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,833 shares; 2025Q1: 5,078 shares; 2025Q2: 77,631 shares; 2025Q3: 77,856 shares; 2025Q4: 103,311 shares 103,311 $9.42M 0.08% +25,455 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,634 shares; 2025Q2: 28,527 shares; 2025Q3: 29,557 shares; 2025Q4: 27,616 shares 27,616 $9.37M 0.08% -1,941 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,325 shares; 2024Q4: 39,643 shares; 2025Q1: 42,619 shares; 2025Q2: 43,090 shares; 2025Q3: 43,958 shares; 2025Q4: 50,758 shares 50,758 $9.31M 0.08% +6,800 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,022 shares; 2025Q1: 23,629 shares; 2025Q2: 25,470 shares; 2025Q3: 27,852 shares; 2025Q4: 36,661 shares 36,661 $9.29M 0.08% +8,809 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,789 shares; 2024Q4: 94,670 shares; 2025Q1: 94,113 shares; 2025Q2: 94,626 shares; 2025Q3: 96,139 shares; 2025Q4: 89,174 shares 89,174 $9.29M 0.08% -6,965 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330,766 shares; 2025Q4: 362,567 shares 362,567 $9.29M 0.08% +31,801 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 17,945 shares; 2025Q1: 19,865 shares; 2025Q2: 20,513 shares; 2025Q3: 21,172 shares; 2025Q4: 38,177 shares 38,177 $9.21M 0.07% +17,005 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,423 shares; 2024Q4: 39,442 shares; 2025Q1: 39,371 shares; 2025Q2: 38,466 shares; 2025Q3: 39,357 shares; 2025Q4: 117,971 shares 117,971 $9.19M 0.07% +78,614 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,515 shares; 2024Q4: 94,663 shares; 2025Q1: 93,904 shares; 2025Q2: 98,565 shares; 2025Q3: 102,651 shares; 2025Q4: 108,439 shares 108,439 $9.18M 0.07% +5,788 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,068 shares; 2024Q4: 17,253 shares; 2025Q1: 18,817 shares; 2025Q2: 20,683 shares; 2025Q3: 22,705 shares; 2025Q4: 42,255 shares 42,255 $9.17M 0.07% +19,550 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 5,676 shares; 2025Q1: 13,293 shares; 2025Q2: 13,254 shares; 2025Q3: 14,562 shares; 2025Q4: 16,019 shares 16,019 $9.14M 0.07% +1,457 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,801 shares; 2024Q4: 160,051 shares; 2025Q1: 165,199 shares; 2025Q2: 167,347 shares; 2025Q3: 174,693 shares; 2025Q4: 183,560 shares 183,560 $9.02M 0.07% +8,867 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,736 shares; 2024Q4: 40,169 shares; 2025Q1: 80,882 shares; 2025Q2: 90,879 shares; 2025Q3: 93,558 shares; 2025Q4: 89,919 shares 89,919 $8.98M 0.07% -3,639 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,057 shares; 2024Q4: 32,410 shares; 2025Q1: 33,035 shares; 2025Q2: 34,293 shares; 2025Q3: 34,936 shares; 2025Q4: 34,204 shares 34,204 $8.88M 0.07% -732 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,844 shares; 2024Q4: 249,823 shares; 2025Q1: 261,893 shares; 2025Q2: 269,061 shares; 2025Q3: 278,146 shares; 2025Q4: 281,555 shares 281,555 $8.87M 0.07% +3,409 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,642 shares; 2024Q4: 28,417 shares; 2025Q1: 26,930 shares; 2025Q2: 26,438 shares; 2025Q3: 26,215 shares; 2025Q4: 29,167 shares 29,167 $8.81M 0.07% +2,952 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,521 shares; 2025Q2: 29,074 shares; 2025Q3: 29,902 shares; 2025Q4: 30,199 shares 30,199 $8.72M 0.07% +297 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,491 shares; 2024Q4: 24,428 shares; 2025Q1: 49,435 shares; 2025Q2: 43,917 shares; 2025Q3: 45,747 shares; 2025Q4: 56,609 shares 56,609 $8.7M 0.07% +10,862 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,613 shares; 2024Q4: 45,515 shares; 2025Q1: 44,112 shares; 2025Q2: 47,594 shares; 2025Q3: 51,952 shares; 2025Q4: 55,969 shares 55,969 $8.68M 0.07% +4,017 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 17,533 shares; 2025Q1: 22,866 shares; 2025Q2: 28,468 shares; 2025Q3: 31,670 shares; 2025Q4: 34,320 shares 34,320 $8.68M 0.07% +2,650 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 10,023 shares; 2025Q1: 10,101 shares; 2025Q2: 9,682 shares; 2025Q3: 10,115 shares; 2025Q4: 11,182 shares 11,182 $8.57M 0.07% +1,067 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 12,153 shares; 2025Q1: 12,462 shares; 2025Q2: 23,962 shares; 2025Q3: 24,344 shares; 2025Q4: 23,720 shares 23,720 $8.54M 0.07% -624 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,967 shares; 2025Q2: 19,477 shares; 2025Q3: 19,895 shares; 2025Q4: 20,358 shares 20,358 $8.49M 0.07% +463 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,686 shares; 2025Q1: 42,318 shares; 2025Q2: 42,672 shares; 2025Q3: 43,588 shares; 2025Q4: 52,288 shares 52,288 $8.4M 0.07% +8,700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 14,651 shares; 2025Q1: 51,614 shares; 2025Q2: 69,445 shares; 2025Q3: 69,522 shares; 2025Q4: 69,284 shares 69,284 $8.16M 0.07% -238 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,951 shares; 2024Q4: 175,400 shares; 2025Q1: 185,801 shares; 2025Q2: 198,513 shares; 2025Q3: 217,713 shares; 2025Q4: 219,470 shares 219,470 $8.1M 0.07% +1,757 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,852 shares; 2024Q4: 104,689 shares; 2025Q1: 106,136 shares; 2025Q2: 106,370 shares; 2025Q3: 110,355 shares; 2025Q4: 129,417 shares 129,417 $8.09M 0.07% +19,062 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293,827 shares; 2025Q4: 323,822 shares 323,822 $8.03M 0.07% +29,995 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,469 shares 122,469 $8.01M 0.06% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,448 shares; 2025Q1: 3,842 shares; 2025Q2: 5,490 shares; 2025Q3: 5,466 shares; 2025Q4: 10,616 shares 10,616 $8M 0.06% +5,150 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,121 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,215 shares; 2025Q4: 29,170 shares 29,170 $7.85M 0.06% +27,955 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,483 shares; 2024Q4: 86,614 shares; 2025Q1: 63,960 shares; 2025Q2: 45,716 shares; 2025Q3: 40,729 shares; 2025Q4: 44,098 shares 44,098 $7.84M 0.06% +3,369 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302,956 shares; 2025Q2: 160,551 shares; 2025Q3: 165,647 shares; 2025Q4: 440,279 shares 440,279 $7.83M 0.06% +274,632 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,883 shares; 2024Q4: 64,627 shares; 2025Q1: 71,532 shares; 2025Q2: 71,306 shares; 2025Q3: 76,378 shares; 2025Q4: 78,441 shares 78,441 $7.83M 0.06% +2,063 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,056 shares; 2024Q4: 78,884 shares; 2025Q1: 78,868 shares; 2025Q2: 78,974 shares; 2025Q3: 78,691 shares; 2025Q4: 75,983 shares 75,983 $7.75M 0.06% -2,708 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 1,542 shares; 2025Q2: 2,591 shares; 2025Q3: 4,950 shares; 2025Q4: 7,239 shares 7,239 $7.75M 0.06% +2,289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 18,093 shares; 2025Q1: 17,293 shares; 2025Q2: 18,392 shares; 2025Q3: 17,836 shares; 2025Q4: 31,026 shares 31,026 $7.66M 0.06% +13,190 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,678 shares; 2024Q4: 6,659 shares; 2025Q1: 7,054 shares; 2025Q2: 6,982 shares; 2025Q3: 7,815 shares; 2025Q4: 85,787 shares 85,787 $7.62M 0.06% +77,972 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,148 shares; 2025Q1: 12,952 shares; 2025Q2: 38,072 shares; 2025Q3: 33,429 shares; 2025Q4: 26,429 shares 26,429 $7.61M 0.06% -7,000 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,925 shares; 2024Q4: 28,922 shares; 2025Q1: 131,149 shares; 2025Q2: 132,226 shares; 2025Q3: 131,703 shares; 2025Q4: 140,829 shares 140,829 $7.58M 0.06% +9,126 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 5,164 shares; 2025Q1: 11,426 shares; 2025Q2: 11,690 shares; 2025Q3: 12,210 shares; 2025Q4: 12,547 shares 12,547 $7.57M 0.06% +337 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,954 shares; 2024Q4: 79,205 shares; 2025Q1: 79,836 shares; 2025Q2: 79,923 shares; 2025Q3: 82,435 shares; 2025Q4: 105,590 shares 105,590 $7.54M 0.06% +23,155 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 14,768 shares; 2025Q1: 14,488 shares; 2025Q2: 13,781 shares; 2025Q3: 15,339 shares; 2025Q4: 92,695 shares 92,695 $7.52M 0.06% +77,356 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 11,516 shares; 2025Q1: 12,827 shares; 2025Q2: 12,846 shares; 2025Q3: 13,227 shares; 2025Q4: 17,517 shares 17,517 $7.47M 0.06% +4,290 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,746 shares; 2024Q4: 305,393 shares; 2025Q1: 317,217 shares; 2025Q2: 312,664 shares; 2025Q3: 328,168 shares; 2025Q4: 341,267 shares 341,267 $7.39M 0.06% +13,099 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 16,987 shares; 2025Q1: 18,580 shares; 2025Q2: 19,961 shares; 2025Q3: 20,825 shares; 2025Q4: 21,833 shares 21,833 $7.35M 0.06% +1,008 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,495 shares; 2025Q1: 15,552 shares; 2025Q2: 17,435 shares; 2025Q3: 16,191 shares; 2025Q4: 190,851 shares 190,851 $7.32M 0.06% +174,660 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215,990 shares; 2025Q2: 211,162 shares; 2025Q3: 219,697 shares; 2025Q4: 281,356 shares 281,356 $7.32M 0.06% +61,659 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 5,232 shares; 2025Q1: 30,137 shares; 2025Q2: 30,407 shares; 2025Q3: 29,866 shares; 2025Q4: 32,037 shares 32,037 $7.3M 0.06% +2,171 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,608 shares 81,608 $7.27M 0.06% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 7,190 shares; 2025Q1: 7,585 shares; 2025Q2: 8,539 shares; 2025Q3: 10,396 shares; 2025Q4: 23,287 shares 23,287 $7.27M 0.06% +12,891 Timeline CBSE ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,458 shares; 2025Q2: 181,283 shares; 2025Q3: 181,317 shares; 2025Q4: 182,912 shares 182,912 $7.21M 0.06% +1,595 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 6,068 shares; 2025Q1: 26,296 shares; 2025Q2: 33,278 shares; 2025Q3: 37,537 shares; 2025Q4: 40,904 shares 40,904 $7.18M 0.06% +3,367 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,858 shares 60,858 $6.91M 0.06% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,383 shares; 2025Q2: 73,910 shares; 2025Q3: 59,134 shares; 2025Q4: 59,843 shares 59,843 $6.87M 0.06% +709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,991 shares; 2024Q4: 123,748 shares; 2025Q1: 154,595 shares; 2025Q2: 160,823 shares; 2025Q3: 208,629 shares; 2025Q4: 233,963 shares 233,963 $6.85M 0.06% +25,334 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,692 shares; 2025Q3: 68,867 shares; 2025Q4: 67,246 shares 67,246 $6.83M 0.06% -1,621 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,062 shares; 2024Q4: 143,986 shares; 2025Q1: 143,156 shares; 2025Q2: 186,474 shares; 2025Q3: 176,189 shares; 2025Q4: 178,600 shares 178,600 $6.81M 0.06% +2,411 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,021 shares; 2024Q4: 140,030 shares; 2025Q1: 144,672 shares; 2025Q2: 141,598 shares; 2025Q3: 141,715 shares; 2025Q4: 142,884 shares 142,884 $6.8M 0.06% +1,169 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,399 shares 29,399 $6.77M 0.05% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 52,350 shares; 2025Q1: 53,955 shares; 2025Q2: 51,475 shares; 2025Q3: 74,312 shares; 2025Q4: 74,574 shares 74,574 $6.67M 0.05% +262 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,643 shares; 2024Q4: 13,805 shares; 2025Q1: 49,628 shares; 2025Q2: 50,689 shares; 2025Q3: 41,112 shares; 2025Q4: 35,800 shares 35,800 $6.64M 0.05% -5,312 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,440 shares; 2024Q4: 309,602 shares; 2025Q1: 314,013 shares; 2025Q2: 309,918 shares; 2025Q3: 211,199 shares; 2025Q4: 207,960 shares 207,960 $6.59M 0.05% -3,239 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,335 shares; 2025Q3: 3,865 shares; 2025Q4: 40,604 shares 40,604 $6.58M 0.05% +36,739 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,578 shares; 2025Q2: 77,701 shares; 2025Q3: 75,655 shares; 2025Q4: 125,451 shares 125,451 $6.57M 0.05% +49,796 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,996 shares; 2024Q4: 41,596 shares; 2025Q1: 45,769 shares; 2025Q2: 45,256 shares; 2025Q3: 45,737 shares; 2025Q4: 48,893 shares 48,893 $6.57M 0.05% +3,156 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 182,452 shares; 2025Q2: 203,270 shares; 2025Q3: 210,745 shares; 2025Q4: 208,476 shares 208,476 $6.55M 0.05% -2,269 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,130 shares; 2024Q4: 191,396 shares; 2025Q1: 197,044 shares; 2025Q2: 189,077 shares; 2025Q3: 190,338 shares; 2025Q4: 190,915 shares 190,915 $6.53M 0.05% +577 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,929 shares; 2024Q4: 199,104 shares; 2025Q1: 198,255 shares; 2025Q2: 184,984 shares; 2025Q3: 191,177 shares; 2025Q4: 191,982 shares 191,982 $6.48M 0.05% +805 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,679 shares; 2024Q4: 19,071 shares; 2025Q1: 27,807 shares; 2025Q2: 22,263 shares; 2025Q3: 25,761 shares; 2025Q4: 80,920 shares 80,920 $6.42M 0.05% +55,159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,394 shares; 2024Q4: 20,198 shares; 2025Q1: 20,423 shares; 2025Q2: 24,719 shares; 2025Q3: 25,606 shares; 2025Q4: 53,539 shares 53,539 $6.39M 0.05% +27,933 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,426 shares; 2025Q2: 50,599 shares; 2025Q3: 51,997 shares; 2025Q4: 54,282 shares 54,282 $6.37M 0.05% +2,285 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,559 shares; 2024Q4: 61,533 shares; 2025Q1: 63,641 shares; 2025Q2: 63,796 shares; 2025Q3: 63,262 shares; 2025Q4: 71,720 shares 71,720 $6.35M 0.05% +8,458 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,577 shares; 2024Q4: 121,150 shares; 2025Q1: 114,861 shares; 2025Q2: 110,612 shares; 2025Q3: 108,948 shares; 2025Q4: 81,340 shares 81,340 $6.31M 0.05% -27,608 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,030 shares; 2024Q4: 57,875 shares; 2025Q1: 59,978 shares; 2025Q2: 68,359 shares; 2025Q3: 72,573 shares; 2025Q4: 81,121 shares 81,121 $6.3M 0.05% +8,548 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 4,310 shares; 2025Q1: 5,108 shares; 2025Q2: 6,002 shares; 2025Q3: 15,895 shares; 2025Q4: 13,356 shares 13,356 $6.27M 0.05% -2,539 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,875 shares; 2025Q1: 6,955 shares; 2025Q2: 13,646 shares; 2025Q3: 13,801 shares; 2025Q4: 155,647 shares 155,647 $6.25M 0.05% +141,846 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,537 shares; 2024Q4: 51,087 shares; 2025Q1: 53,806 shares; 2025Q2: 127,626 shares; 2025Q3: 127,393 shares; 2025Q4: 131,787 shares 131,787 $6.17M 0.05% +4,394 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 32,886 shares; 2025Q1: 32,829 shares; 2025Q2: 30,493 shares; 2025Q3: 30,186 shares; 2025Q4: 64,543 shares 64,543 $6.08M 0.05% +34,357 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,847 shares; 2024Q4: 189,654 shares; 2025Q1: 201,059 shares; 2025Q2: 213,483 shares; 2025Q3: 212,619 shares; 2025Q4: 236,496 shares 236,496 $6.05M 0.05% +23,877 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,833 shares; 2024Q4: 90,042 shares; 2025Q1: 109,178 shares; 2025Q2: 104,493 shares; 2025Q3: 96,234 shares; 2025Q4: 201,211 shares 201,211 $6.01M 0.05% +104,977 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 12,415 shares; 2025Q1: 13,012 shares; 2025Q2: 13,781 shares; 2025Q3: 15,096 shares; 2025Q4: 34,623 shares 34,623 $6.01M 0.05% +19,527 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 9,199 shares; 2025Q1: 9,397 shares; 2025Q2: 9,452 shares; 2025Q3: 9,560 shares; 2025Q4: 20,797 shares 20,797 $6M 0.05% +11,237 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 11,210 shares; 2025Q1: 11,201 shares; 2025Q2: 11,359 shares; 2025Q3: 11,101 shares; 2025Q4: 24,763 shares 24,763 $5.97M 0.05% +13,662 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 4,015 shares; 2025Q1: 15,682 shares; 2025Q2: 15,837 shares; 2025Q3: 16,271 shares; 2025Q4: 13,385 shares 13,385 $5.96M 0.05% -2,886 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 3,248 shares; 2025Q1: 3,508 shares; 2025Q2: 3,527 shares; 2025Q3: 4,243 shares; 2025Q4: 53,799 shares 53,799 $5.89M 0.05% +49,556 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,955 shares; 2024Q4: 17,340 shares; 2025Q1: 20,213 shares; 2025Q2: 20,295 shares; 2025Q3: 20,492 shares; 2025Q4: 20,461 shares 20,461 $5.84M 0.05% -31 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,399 shares; 2024Q4: 71,338 shares; 2025Q1: 72,753 shares; 2025Q2: 71,639 shares; 2025Q3: 71,413 shares; 2025Q4: 69,573 shares 69,573 $5.76M 0.05% -1,840 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,986 shares; 2025Q2: 54,782 shares; 2025Q3: 54,610 shares; 2025Q4: 62,761 shares 62,761 $5.75M 0.05% +8,151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,068 shares; 2025Q4: 47,842 shares 47,842 $5.71M 0.05% +45,774 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,034 shares; 2025Q2: 12,792 shares; 2025Q3: 13,120 shares; 2025Q4: 12,546 shares 12,546 $5.7M 0.05% -574 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,665 shares; 2025Q2: 41,916 shares; 2025Q3: 51,518 shares; 2025Q4: 63,108 shares 63,108 $5.68M 0.05% +11,590 Timeline TOTL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,828 shares; 2025Q2: 125,107 shares; 2025Q3: 134,016 shares; 2025Q4: 141,148 shares 141,148 $5.68M 0.05% +7,132 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,392 shares; 2024Q4: 14,784 shares; 2025Q1: 17,390 shares; 2025Q2: 18,138 shares; 2025Q3: 21,101 shares; 2025Q4: 96,882 shares 96,882 $5.68M 0.05% +75,781 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,359 shares; 2024Q4: 186,556 shares; 2025Q1: 158,228 shares; 2025Q2: 137,246 shares; 2025Q3: 121,141 shares; 2025Q4: 109,874 shares 109,874 $5.65M 0.05% -11,267 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,250 shares; 2024Q4: 259,146 shares; 2025Q1: 278,335 shares; 2025Q2: 290,307 shares; 2025Q3: 310,912 shares; 2025Q4: 315,208 shares 315,208 $5.62M 0.05% +4,296 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,798 shares; 2024Q4: 40,892 shares; 2025Q1: 113,225 shares; 2025Q2: 116,005 shares; 2025Q3: 97,511 shares; 2025Q4: 92,890 shares 92,890 $5.59M 0.05% -4,621 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,908 shares; 2024Q4: 53,509 shares; 2025Q1: 51,651 shares; 2025Q2: 51,244 shares; 2025Q3: 50,788 shares; 2025Q4: 51,686 shares 51,686 $5.51M 0.04% +898 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,361 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 32,535 shares 32,535 $5.48M 0.04% +29,309 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 14,014 shares; 2025Q1: 14,834 shares; 2025Q2: 14,151 shares; 2025Q3: 14,520 shares; 2025Q4: 26,249 shares 26,249 $5.46M 0.04% +11,729 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,714 shares; 2024Q4: 340,511 shares; 2025Q1: 343,005 shares; 2025Q2: 337,430 shares; 2025Q3: 261,204 shares; 2025Q4: 232,165 shares 232,165 $5.43M 0.04% -29,039 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 1,228 shares; 2025Q1: 8,865 shares; 2025Q2: 9,019 shares; 2025Q3: 9,400 shares; 2025Q4: 9,513 shares 9,513 $5.42M 0.04% +113 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,999 shares; 2024Q4: 79,206 shares; 2025Q1: 81,770 shares; 2025Q2: 94,285 shares; 2025Q3: 99,828 shares; 2025Q4: 99,946 shares 99,946 $5.39M 0.04% +118 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,798 shares; 2025Q1: 24,365 shares; 2025Q2: 27,186 shares; 2025Q3: 29,549 shares; 2025Q4: 31,394 shares 31,394 $5.36M 0.04% +1,845 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,598 shares; 2024Q4: 105,088 shares; 2025Q1: 117,692 shares; 2025Q2: 116,319 shares; 2025Q3: 116,719 shares; 2025Q4: 112,981 shares 112,981 $5.35M 0.04% -3,738 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201,028 shares 201,028 $5.35M 0.04% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,404 shares; 2024Q4: 12,103 shares; 2025Q1: 12,047 shares; 2025Q2: 12,150 shares; 2025Q3: 11,626 shares; 2025Q4: 66,027 shares 66,027 $5.33M 0.04% +54,401 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,381 shares; 2025Q2: 11,963 shares; 2025Q3: 11,951 shares; 2025Q4: 11,857 shares 11,857 $5.29M 0.04% -94 SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 19,405 shares; 2025Q1: 21,087 shares; 2025Q2: 23,470 shares; 2025Q3: 24,073 shares; 2025Q4: 71,930 shares 71,930 $5.29M 0.04% +47,857 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,705 shares; 2024Q4: 114,114 shares; 2025Q1: 115,115 shares; 2025Q2: 108,451 shares; 2025Q3: 112,159 shares; 2025Q4: 112,595 shares 112,595 $5.28M 0.04% +436 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,032 shares; 2024Q4: 103,290 shares; 2025Q1: 103,768 shares; 2025Q2: 103,043 shares; 2025Q3: 103,258 shares; 2025Q4: 103,375 shares 103,375 $5.24M 0.04% +117 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,036 shares 107,036 $5.23M 0.04% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 37,820 shares; 2025Q1: 40,193 shares; 2025Q2: 39,809 shares; 2025Q3: 39,707 shares; 2025Q4: 39,706 shares 39,706 $5.22M 0.04% -1 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 3,227 shares; 2025Q1: 3,372 shares; 2025Q2: 3,461 shares; 2025Q3: 3,815 shares; 2025Q4: 40,201 shares 40,201 $5.19M 0.04% +36,386 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 38,420 shares; 2025Q1: 42,448 shares; 2025Q2: 40,033 shares; 2025Q3: 43,516 shares; 2025Q4: 55,322 shares 55,322 $5.18M 0.04% +11,806 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,108 shares; 2024Q4: 58,145 shares; 2025Q1: 62,220 shares; 2025Q2: 61,928 shares; 2025Q3: 61,954 shares; 2025Q4: 69,744 shares 69,744 $5.17M 0.04% +7,790 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,655 shares; 2024Q4: 52,296 shares; 2025Q1: 200,976 shares; 2025Q2: 196,868 shares; 2025Q3: 191,297 shares; 2025Q4: 195,178 shares 195,178 $5.17M 0.04% +3,881 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 8,096 shares; 2025Q1: 8,525 shares; 2025Q2: 8,888 shares; 2025Q3: 9,268 shares; 2025Q4: 69,735 shares 69,735 $5.15M 0.04% +60,467 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 8,868 shares; 2025Q1: 15,650 shares; 2025Q2: 14,858 shares; 2025Q3: 14,376 shares; 2025Q4: 17,333 shares 17,333 $5.09M 0.04% +2,957 Timeline EIDO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,255 shares; 2025Q2: 85,736 shares; 2025Q3: 249,038 shares; 2025Q4: 271,714 shares 271,714 $5.08M 0.04% +22,676 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,432 shares; 2025Q2: 20,332 shares; 2025Q3: 30,437 shares; 2025Q4: 30,812 shares 30,812 $5.05M 0.04% +375 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,770 shares 136,770 $5.03M 0.04% new Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,190 shares; 2025Q2: 63,269 shares; 2025Q3: 63,269 shares; 2025Q4: 66,213 shares 66,213 $5M 0.04% +2,944 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,075 shares; 2024Q4: 32,706 shares; 2025Q1: 32,083 shares; 2025Q2: 32,290 shares; 2025Q3: 32,161 shares; 2025Q4: 45,224 shares 45,224 $4.97M 0.04% +13,063 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 12,001 shares; 2025Q1: 13,960 shares; 2025Q2: 13,779 shares; 2025Q3: 14,858 shares; 2025Q4: 19,181 shares 19,181 $4.93M 0.04% +4,323 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,498 shares; 2025Q2: 55,421 shares; 2025Q3: 57,277 shares; 2025Q4: 56,057 shares 56,057 $4.91M 0.04% -1,220 Timeline BBHL BBH TR More: the full row for BBH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 301,709 shares 301,709 $4.86M 0.04% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,068 shares; 2024Q4: 11,956 shares; 2025Q1: 82,541 shares; 2025Q2: 86,241 shares; 2025Q3: 78,280 shares; 2025Q4: 110,619 shares 110,619 $4.78M 0.04% +32,339 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 26,443 shares; 2025Q1: 28,797 shares; 2025Q2: 27,874 shares; 2025Q3: 27,151 shares; 2025Q4: 29,825 shares 29,825 $4.77M 0.04% +2,674 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,837 shares; 2025Q2: 19,865 shares; 2025Q3: 78,777 shares; 2025Q4: 117,323 shares 117,323 $4.73M 0.04% +38,546 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,293 shares; 2024Q4: 104,799 shares; 2025Q1: 109,138 shares; 2025Q2: 111,707 shares; 2025Q3: 111,711 shares; 2025Q4: 113,581 shares 113,581 $4.69M 0.04% +1,870 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,095 shares 94,095 $4.64M 0.04% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239,251 shares 239,251 $4.63M 0.04% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262,987 shares; 2025Q2: 246,785 shares; 2025Q3: 247,943 shares; 2025Q4: 241,203 shares 241,203 $4.62M 0.04% -6,740 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 72,367 shares 72,367 $4.55M 0.04% +67,082 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,235 shares; 2024Q4: 14,249 shares; 2025Q1: 13,843 shares; 2025Q2: 13,340 shares; 2025Q3: 12,800 shares; 2025Q4: 21,491 shares 21,491 $4.55M 0.04% +8,691 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,637 shares; 2025Q2: 12,979 shares; 2025Q3: 13,628 shares; 2025Q4: 14,518 shares 14,518 $4.54M 0.04% +890 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,854 shares; 2024Q4: 43,846 shares; 2025Q1: 52,650 shares; 2025Q2: 54,255 shares; 2025Q3: 58,034 shares; 2025Q4: 78,260 shares 78,260 $4.51M 0.04% +20,226 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,125 shares; 2025Q4: 141,929 shares 141,929 $4.51M 0.04% +44,804 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,965 shares; 2025Q1: 79,765 shares; 2025Q2: 79,765 shares; 2025Q3: 79,265 shares; 2025Q4: 79,105 shares 79,105 $4.5M 0.04% -160 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 7,338 shares; 2025Q1: 50,438 shares; 2025Q2: 48,014 shares; 2025Q3: 41,366 shares; 2025Q4: 34,807 shares 34,807 $4.49M 0.04% -6,559 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,621 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,490 shares; 2025Q4: 20,667 shares 20,667 $4.49M 0.04% +16,177 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,856 shares; 2024Q4: 144,687 shares; 2025Q1: 160,295 shares; 2025Q2: 164,027 shares; 2025Q3: 179,462 shares; 2025Q4: 199,195 shares 199,195 $4.46M 0.04% +19,733 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,087 shares; 2025Q1: 33,604 shares; 2025Q2: 32,998 shares; 2025Q3: 41,093 shares; 2025Q4: 186,524 shares 186,524 $4.46M 0.04% +145,431 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: 2,053 shares; 2025Q4: 21,705 shares 21,705 $4.46M 0.04% +19,652 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,144 shares 117,144 $4.41M 0.04% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,707 shares; 2024Q4: 70,064 shares; 2025Q1: 68,579 shares; 2025Q2: 68,445 shares; 2025Q3: 67,197 shares; 2025Q4: 67,203 shares 67,203 $4.4M 0.04% +6 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,776 shares; 2025Q2: 37,446 shares; 2025Q3: 41,080 shares; 2025Q4: 43,999 shares 43,999 $4.39M 0.04% +2,919 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,538 shares; 2024Q4: 158,763 shares; 2025Q1: 155,608 shares; 2025Q2: 152,373 shares; 2025Q3: 154,596 shares; 2025Q4: 140,280 shares 140,280 $4.34M 0.04% -14,316 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,865 shares; 2025Q2: 206,681 shares; 2025Q3: 251,952 shares; 2025Q4: 245,532 shares 245,532 $4.31M 0.03% -6,420 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 1,842 shares; 2025Q1: 2,070 shares; 2025Q2: 2,314 shares; 2025Q3: 2,289 shares; 2025Q4: 28,135 shares 28,135 $4.31M 0.03% +25,846 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: not reported; 2025Q1: 74,744 shares; 2025Q2: 78,188 shares; 2025Q3: 83,302 shares; 2025Q4: 78,649 shares 78,649 $4.25M 0.03% -4,653 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 10,836 shares; 2025Q1: 190,823 shares; 2025Q2: 211,201 shares; 2025Q3: 137,038 shares; 2025Q4: 101,627 shares 101,627 $4.24M 0.03% -35,411 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,128 shares; 2025Q4: 75,973 shares 75,973 $4.24M 0.03% -155 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,887 shares 60,887 $4.23M 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,773 shares; 2024Q4: 120,321 shares; 2025Q1: 126,301 shares; 2025Q2: 136,700 shares; 2025Q3: 157,621 shares; 2025Q4: 150,921 shares 150,921 $4.15M 0.03% -6,700 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,275 shares; 2025Q1: 3,567 shares; 2025Q2: 3,608 shares; 2025Q3: 3,499 shares; 2025Q4: 5,051 shares 5,051 $4.14M 0.03% +1,552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,976 shares; 2024Q4: 185,812 shares; 2025Q1: 215,176 shares; 2025Q2: 192,781 shares; 2025Q3: 204,814 shares; 2025Q4: 125,689 shares 125,689 $4.14M 0.03% -79,125 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,407 shares; 2024Q4: 52,392 shares; 2025Q1: 50,972 shares; 2025Q2: 49,398 shares; 2025Q3: 46,020 shares; 2025Q4: 45,429 shares 45,429 $4.13M 0.03% -591 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 456 shares; 2025Q1: 464 shares; 2025Q2: 471 shares; 2025Q3: 483 shares; 2025Q4: 768 shares 768 $4.12M 0.03% +285 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,810 shares; 2025Q1: 119,195 shares; 2025Q2: 118,763 shares; 2025Q3: 118,558 shares; 2025Q4: 118,409 shares 118,409 $4.11M 0.03% -149 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,373 shares; 2024Q4: 43,034 shares; 2025Q1: 41,118 shares; 2025Q2: 39,414 shares; 2025Q3: 36,196 shares; 2025Q4: 47,364 shares 47,364 $4.09M 0.03% +11,168 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,115 shares; 2024Q4: 43,786 shares; 2025Q1: 47,264 shares; 2025Q2: 53,708 shares; 2025Q3: 57,129 shares; 2025Q4: 58,752 shares 58,752 $4.08M 0.03% +1,623 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,123 shares; 2024Q4: 85,219 shares; 2025Q1: 121,030 shares; 2025Q2: 117,671 shares; 2025Q3: 100,782 shares; 2025Q4: 80,945 shares 80,945 $4.07M 0.03% -19,837 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 55,066 shares; 2025Q1: 52,148 shares; 2025Q2: 56,297 shares; 2025Q3: 58,960 shares; 2025Q4: 75,003 shares 75,003 $4M 0.03% +16,043 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,035 shares; 2024Q4: 73,281 shares; 2025Q1: 75,044 shares; 2025Q2: 77,284 shares; 2025Q3: 78,469 shares; 2025Q4: 83,485 shares 83,485 $3.98M 0.03% +5,016 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 22,299 shares; 2025Q1: 23,040 shares; 2025Q2: 25,445 shares; 2025Q3: 26,123 shares; 2025Q4: 27,139 shares 27,139 $3.98M 0.03% +1,016 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,253 shares; 2025Q1: 7,933 shares; 2025Q2: 7,449 shares; 2025Q3: 8,606 shares; 2025Q4: 23,203 shares 23,203 $3.97M 0.03% +14,597 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,985 shares; 2024Q4: 51,196 shares; 2025Q1: 65,010 shares; 2025Q2: 69,562 shares; 2025Q3: 71,110 shares; 2025Q4: 75,565 shares 75,565 $3.97M 0.03% +4,455 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 11,617 shares; 2025Q1: 19,310 shares; 2025Q2: 21,770 shares; 2025Q3: 26,407 shares; 2025Q4: 34,248 shares 34,248 $3.95M 0.03% +7,841 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,771 shares; 2024Q4: 24,372 shares; 2025Q1: 26,108 shares; 2025Q2: 24,076 shares; 2025Q3: 24,095 shares; 2025Q4: 29,736 shares 29,736 $3.95M 0.03% +5,641 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,184 shares; 2024Q4: 22,020 shares; 2025Q1: 22,082 shares; 2025Q2: 16,340 shares; 2025Q3: 16,772 shares; 2025Q4: 23,186 shares 23,186 $3.91M 0.03% +6,414 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,991 shares; 2024Q4: 23,024 shares; 2025Q1: 41,353 shares; 2025Q2: 45,782 shares; 2025Q3: 49,342 shares; 2025Q4: 49,389 shares 49,389 $3.9M 0.03% +47 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,878 shares; 2024Q4: 45,486 shares; 2025Q1: 39,336 shares; 2025Q2: 39,287 shares; 2025Q3: 39,155 shares; 2025Q4: 37,073 shares 37,073 $3.89M 0.03% -2,082 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,104 shares; 2024Q4: 24,074 shares; 2025Q1: 26,049 shares; 2025Q2: 26,149 shares; 2025Q3: 27,207 shares; 2025Q4: 29,097 shares 29,097 $3.88M 0.03% +1,890 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 5,493 shares; 2025Q1: 5,923 shares; 2025Q2: 5,700 shares; 2025Q3: 6,971 shares; 2025Q4: 47,347 shares 47,347 $3.88M 0.03% +40,376 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,080 shares; 2025Q4: 76,349 shares 76,349 $3.88M 0.03% +7,269 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,072 shares; 2025Q1: 6,032 shares; 2025Q2: 5,671 shares; 2025Q3: 5,679 shares; 2025Q4: 83,051 shares 83,051 $3.86M 0.03% +77,372 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,193 shares; 2025Q1: 30,965 shares; 2025Q2: 31,292 shares; 2025Q3: 31,365 shares; 2025Q4: 29,782 shares 29,782 $3.84M 0.03% -1,583 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,386 shares; 2024Q4: 17,407 shares; 2025Q1: 34,962 shares; 2025Q2: 17,523 shares; 2025Q3: 17,763 shares; 2025Q4: 17,728 shares 17,728 $3.81M 0.03% -35 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 11,400 shares; 2025Q1: 11,727 shares; 2025Q2: 11,275 shares; 2025Q3: 11,211 shares; 2025Q4: 13,746 shares 13,746 $3.78M 0.03% +2,535 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,435 shares; 2025Q2: 1,769 shares; 2025Q3: 1,676 shares; 2025Q4: 16,765 shares 16,765 $3.77M 0.03% +15,089 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,781 shares; 2024Q4: 19,591 shares; 2025Q1: 65,526 shares; 2025Q2: 59,378 shares; 2025Q3: 55,996 shares; 2025Q4: 59,059 shares 59,059 $3.76M 0.03% +3,063 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,842 shares; 2024Q4: 37,793 shares; 2025Q1: 37,756 shares; 2025Q2: 37,014 shares; 2025Q3: 36,179 shares; 2025Q4: 41,054 shares 41,054 $3.75M 0.03% +4,875 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,554 shares; 2024Q4: 79,194 shares; 2025Q1: 76,639 shares; 2025Q2: 78,209 shares; 2025Q3: 76,908 shares; 2025Q4: 74,216 shares 74,216 $3.75M 0.03% -2,692 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 20,035 shares; 2025Q1: 20,856 shares; 2025Q2: 21,048 shares; 2025Q3: 21,201 shares; 2025Q4: 22,915 shares 22,915 $3.73M 0.03% +1,714 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,475 shares; 2024Q4: 51,411 shares; 2025Q1: 49,501 shares; 2025Q2: 49,114 shares; 2025Q3: 48,866 shares; 2025Q4: 47,967 shares 47,967 $3.71M 0.03% -899 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 2,124 shares; 2025Q1: 3,033 shares; 2025Q2: 3,530 shares; 2025Q3: 3,692 shares; 2025Q4: 7,892 shares 7,892 $3.7M 0.03% +4,200 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,196 shares; 2025Q1: 5,583 shares; 2025Q2: 5,734 shares; 2025Q3: 8,082 shares; 2025Q4: 27,340 shares 27,340 $3.69M 0.03% +19,258 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,933 shares; 2024Q4: 195,983 shares; 2025Q1: 198,128 shares; 2025Q2: 199,940 shares; 2025Q3: 204,054 shares; 2025Q4: 182,575 shares 182,575 $3.69M 0.03% -21,479 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,596 shares; 2024Q4: 82,936 shares; 2025Q1: 94,529 shares; 2025Q2: 101,302 shares; 2025Q3: 109,714 shares; 2025Q4: 123,675 shares 123,675 $3.69M 0.03% +13,961 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419,985 shares; 2025Q3: 405,608 shares; 2025Q4: 403,250 shares 403,250 $3.65M 0.03% -2,358 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,932 shares; 2024Q4: 78,373 shares; 2025Q1: 78,646 shares; 2025Q2: 81,316 shares; 2025Q3: 112,421 shares; 2025Q4: 126,204 shares 126,204 $3.64M 0.03% +13,783 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,859 shares; 2024Q4: 29,458 shares; 2025Q1: 28,591 shares; 2025Q2: 28,087 shares; 2025Q3: 27,062 shares; 2025Q4: 26,094 shares 26,094 $3.63M 0.03% -968 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,599 shares; 2024Q4: 21,398 shares; 2025Q1: 20,433 shares; 2025Q2: 16,409 shares; 2025Q3: 53,986 shares; 2025Q4: 154,876 shares 154,876 $3.62M 0.03% +100,890 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,145 shares; 2024Q4: 118,206 shares; 2025Q1: 118,196 shares; 2025Q2: 118,369 shares; 2025Q3: 117,426 shares; 2025Q4: 115,783 shares 115,783 $3.61M 0.03% -1,643 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,717 shares 32,717 $3.61M 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 5,347 shares; 2025Q1: 5,595 shares; 2025Q2: 5,765 shares; 2025Q3: 6,126 shares; 2025Q4: 7,029 shares 7,029 $3.59M 0.03% +903 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,996 shares; 2025Q4: 29,054 shares 29,054 $3.54M 0.03% +26,058 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,713 shares; 2024Q4: 62,840 shares; 2025Q1: 60,961 shares; 2025Q2: 59,044 shares; 2025Q3: 62,293 shares; 2025Q4: 62,106 shares 62,106 $3.54M 0.03% -187 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,072 shares; 2024Q4: 59,571 shares; 2025Q1: 59,471 shares; 2025Q2: 58,935 shares; 2025Q3: 58,918 shares; 2025Q4: 92,802 shares 92,802 $3.53M 0.03% +33,884 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 10,820 shares; 2025Q1: 10,985 shares; 2025Q2: 10,352 shares; 2025Q3: 10,246 shares; 2025Q4: 21,765 shares 21,765 $3.52M 0.03% +11,519 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,080 shares; 2024Q4: 81,409 shares; 2025Q1: 84,455 shares; 2025Q2: 85,157 shares; 2025Q3: 86,021 shares; 2025Q4: 79,005 shares 79,005 $3.5M 0.03% -7,016 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,591 shares 79,591 $3.5M 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,445 shares; 2024Q4: 23,858 shares; 2025Q1: 33,905 shares; 2025Q2: 34,222 shares; 2025Q3: 41,492 shares; 2025Q4: 70,478 shares 70,478 $3.5M 0.03% +28,986 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,101 shares; 2025Q1: 54,448 shares; 2025Q2: 61,032 shares; 2025Q3: 63,987 shares; 2025Q4: 60,645 shares 60,645 $3.49M 0.03% -3,342 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,332 shares; 2024Q4: 282,865 shares; 2025Q1: 286,721 shares; 2025Q2: 284,800 shares; 2025Q3: 77,227 shares; 2025Q4: 74,855 shares 74,855 $3.48M 0.03% -2,372 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,191 shares; 2024Q4: 78,307 shares; 2025Q1: 77,419 shares; 2025Q2: 76,476 shares; 2025Q3: 75,089 shares; 2025Q4: 74,489 shares 74,489 $3.48M 0.03% -600 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,536 shares; 2024Q4: 126,327 shares; 2025Q1: 127,525 shares; 2025Q2: 135,146 shares; 2025Q3: 149,428 shares; 2025Q4: 173,894 shares 173,894 $3.43M 0.03% +24,466 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: 2,812 shares; 2025Q2: 5,329 shares; 2025Q3: 6,939 shares; 2025Q4: 13,995 shares 13,995 $3.39M 0.03% +7,056 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,302 shares; 2025Q1: 13,951 shares; 2025Q2: 13,836 shares; 2025Q3: 13,958 shares; 2025Q4: 93,089 shares 93,089 $3.38M 0.03% +79,131 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,022 shares; 2024Q4: 32,200 shares; 2025Q1: 31,763 shares; 2025Q2: 30,017 shares; 2025Q3: 31,333 shares; 2025Q4: 34,413 shares 34,413 $3.36M 0.03% +3,080 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,847 shares; 2024Q4: 91,145 shares; 2025Q1: 82,358 shares; 2025Q2: 81,483 shares; 2025Q3: 81,572 shares; 2025Q4: 92,348 shares 92,348 $3.35M 0.03% +10,776 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,119 shares; 2024Q4: 14,369 shares; 2025Q1: 14,601 shares; 2025Q2: 12,795 shares; 2025Q3: 13,259 shares; 2025Q4: 49,875 shares 49,875 $3.34M 0.03% +36,616 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,592 shares; 2025Q1: 3,404 shares; 2025Q2: 3,385 shares; 2025Q3: 3,383 shares; 2025Q4: 6,541 shares 6,541 $3.34M 0.03% +3,158 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,044 shares; 2025Q1: 5,167 shares; 2025Q2: 8,729 shares; 2025Q3: 10,318 shares; 2025Q4: 56,030 shares 56,030 $3.32M 0.03% +45,712 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,251 shares; 2024Q4: 28,326 shares; 2025Q1: 28,277 shares; 2025Q2: 28,198 shares; 2025Q3: 26,693 shares; 2025Q4: 28,951 shares 28,951 $3.3M 0.03% +2,258 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,143 shares; 2024Q4: 41,658 shares; 2025Q1: 48,749 shares; 2025Q2: 49,352 shares; 2025Q3: 57,222 shares; 2025Q4: 72,001 shares 72,001 $3.29M 0.03% +14,779 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,466 shares; 2025Q1: 140,463 shares; 2025Q2: 134,940 shares; 2025Q3: 149,291 shares; 2025Q4: 145,668 shares 145,668 $3.26M 0.03% -3,623 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,861 shares; 2024Q4: 29,181 shares; 2025Q1: 32,677 shares; 2025Q2: 36,384 shares; 2025Q3: 22,901 shares; 2025Q4: 26,468 shares 26,468 $3.25M 0.03% +3,567 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 5,032 shares; 2025Q1: 6,729 shares; 2025Q2: 7,322 shares; 2025Q3: 8,890 shares; 2025Q4: 11,233 shares 11,233 $3.24M 0.03% +2,343 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,379 shares; 2024Q4: 48,991 shares; 2025Q1: 48,348 shares; 2025Q2: 43,027 shares; 2025Q3: 41,466 shares; 2025Q4: 40,179 shares 40,179 $3.24M 0.03% -1,287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 4,223 shares; 2025Q1: 6,878 shares; 2025Q2: 7,633 shares; 2025Q3: 8,191 shares; 2025Q4: 9,002 shares 9,002 $3.18M 0.03% +811 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,795 shares; 2024Q4: 136,936 shares; 2025Q1: 137,678 shares; 2025Q2: 142,836 shares; 2025Q3: 159,307 shares; 2025Q4: 161,922 shares 161,922 $3.17M 0.03% +2,615 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,381 shares; 2024Q4: 16,839 shares; 2025Q1: 16,880 shares; 2025Q2: 17,155 shares; 2025Q3: 14,825 shares; 2025Q4: 15,066 shares 15,066 $3.15M 0.03% +241 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 8,845 shares; 2025Q1: 8,802 shares; 2025Q2: 26,482 shares; 2025Q3: 30,945 shares; 2025Q4: 28,324 shares 28,324 $3.12M 0.03% -2,621 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,954 shares 53,954 $3.11M 0.03% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,999 shares 21,999 $3.11M 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,776 shares; 2024Q4: 34,678 shares; 2025Q1: 34,285 shares; 2025Q2: 34,112 shares; 2025Q3: 35,966 shares; 2025Q4: 34,797 shares 34,797 $3.1M 0.03% -1,169 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,919 shares; 2024Q4: 31,449 shares; 2025Q1: 32,685 shares; 2025Q2: 33,240 shares; 2025Q3: 29,851 shares; 2025Q4: 37,363 shares 37,363 $3.1M 0.03% +7,512 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,377 shares; 2024Q4: 32,099 shares; 2025Q1: 39,397 shares; 2025Q2: 39,523 shares; 2025Q3: 43,529 shares; 2025Q4: 57,468 shares 57,468 $3.1M 0.03% +13,939 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,429 shares; 2025Q3: 1,437 shares; 2025Q4: 1,441 shares 1,441 $3.09M 0.03% +4 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,428 shares; 2024Q4: 13,754 shares; 2025Q1: 16,261 shares; 2025Q2: 16,035 shares; 2025Q3: 15,458 shares; 2025Q4: 15,298 shares 15,298 $3.05M 0.02% -160 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,398 shares; 2024Q4: 43,503 shares; 2025Q1: 42,570 shares; 2025Q2: 41,669 shares; 2025Q3: 39,544 shares; 2025Q4: 42,574 shares 42,574 $3.04M 0.02% +3,030 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,749 shares; 2024Q4: 55,956 shares; 2025Q1: 55,609 shares; 2025Q2: 55,170 shares; 2025Q3: 40,634 shares; 2025Q4: 40,441 shares 40,441 $3M 0.02% -193 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 29,165 shares; 2025Q1: 30,699 shares; 2025Q2: 29,146 shares; 2025Q3: 28,563 shares; 2025Q4: 28,992 shares 28,992 $3M 0.02% +429 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,037 shares; 2024Q4: 143,626 shares; 2025Q1: 110,555 shares; 2025Q2: 111,655 shares; 2025Q3: 113,066 shares; 2025Q4: 113,838 shares 113,838 $3M 0.02% +772 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,971 shares; 2024Q4: 18,383 shares; 2025Q1: 20,170 shares; 2025Q2: 19,862 shares; 2025Q3: 22,355 shares; 2025Q4: 22,547 shares 22,547 $2.99M 0.02% +192 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,267 shares; 2024Q4: 39,526 shares; 2025Q1: 41,589 shares; 2025Q2: 44,647 shares; 2025Q3: 52,829 shares; 2025Q4: 56,886 shares 56,886 $2.98M 0.02% +4,057 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 20,616 shares; 2025Q1: 101,947 shares; 2025Q2: 96,673 shares; 2025Q3: 94,886 shares; 2025Q4: 89,075 shares 89,075 $2.98M 0.02% -5,811 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 4,273 shares; 2025Q1: 4,545 shares; 2025Q2: 4,613 shares; 2025Q3: 4,625 shares; 2025Q4: 5,691 shares 5,691 $2.97M 0.02% +1,066 Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,521 shares 118,521 $2.97M 0.02% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,317 shares; 2024Q4: 12,964 shares; 2025Q1: 13,215 shares; 2025Q2: 13,629 shares; 2025Q3: 14,706 shares; 2025Q4: 14,359 shares 14,359 $2.96M 0.02% -347 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,877 shares 45,877 $2.96M 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,761 shares; 2024Q4: 27,056 shares; 2025Q1: 26,858 shares; 2025Q2: 25,581 shares; 2025Q3: 25,304 shares; 2025Q4: 27,237 shares 27,237 $2.96M 0.02% +1,933 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,772 shares; 2024Q4: 50,008 shares; 2025Q1: 54,495 shares; 2025Q2: 55,995 shares; 2025Q3: 49,790 shares; 2025Q4: 60,544 shares 60,544 $2.95M 0.02% +10,754 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,684 shares; 2025Q1: 5,818 shares; 2025Q2: 5,867 shares; 2025Q3: 5,898 shares; 2025Q4: 16,785 shares 16,785 $2.94M 0.02% +10,887 Timeline