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: 142,891 shares; 2024Q4: 138,945 shares; 2025Q1: 129,584 shares; 2025Q2: 129,532 shares; 2025Q3: 128,721 shares; 2025Q4: 129,938 shares 129,938 $79.8M 3.68% +1,217 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: 191,901 shares; 2024Q4: 199,575 shares; 2025Q1: 202,093 shares; 2025Q2: 208,704 shares; 2025Q3: 221,693 shares; 2025Q4: 284,358 shares 284,358 $71.9M 3.32% +62,665 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: 319,397 shares; 2024Q4: 259,012 shares; 2025Q1: 257,805 shares; 2025Q2: 259,165 shares; 2025Q3: 258,697 shares; 2025Q4: 263,094 shares 263,094 $71.5M 3.3% +4,397 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: 497,392 shares; 2024Q4: 550,906 shares; 2025Q1: 609,470 shares; 2025Q2: 617,700 shares; 2025Q3: 629,054 shares; 2025Q4: 718,479 shares 718,479 $57.6M 2.66% +89,425 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: 300,407 shares; 2024Q4: 263,618 shares; 2025Q1: 265,068 shares; 2025Q2: 280,359 shares; 2025Q3: 287,708 shares; 2025Q4: 300,844 shares 300,844 $56.1M 2.59% +13,136 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: 96,958 shares; 2024Q4: 92,144 shares; 2025Q1: 93,198 shares; 2025Q2: 93,066 shares; 2025Q3: 90,368 shares; 2025Q4: 90,454 shares 90,454 $45.5M 2.1% +86 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,991 shares; 2024Q4: 409,149 shares; 2025Q1: 375,378 shares; 2025Q2: 756,871 shares; 2025Q3: 1,000,724 shares; 2025Q4: 1,036,355 shares 1,036,355 $45.2M 2.09% +35,631 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: 94,913 shares; 2024Q4: 80,824 shares; 2025Q1: 79,365 shares; 2025Q2: 80,211 shares; 2025Q3: 82,491 shares; 2025Q4: 90,108 shares 90,108 $43.6M 2.01% +7,617 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: 274,671 shares; 2024Q4: 299,483 shares; 2025Q1: 333,401 shares; 2025Q2: 365,662 shares; 2025Q3: 367,992 shares; 2025Q4: 377,223 shares 377,223 $40.2M 1.86% +9,231 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: 152,742 shares; 2024Q4: 138,825 shares; 2025Q1: 140,122 shares; 2025Q2: 143,399 shares; 2025Q3: 147,457 shares; 2025Q4: 151,124 shares 151,124 $34.9M 1.61% +3,667 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: 50,849 shares; 2024Q4: 47,621 shares; 2025Q1: 40,264 shares; 2025Q2: 39,832 shares; 2025Q3: 49,879 shares; 2025Q4: 50,782 shares 50,782 $34.6M 1.6% +903 Timeline SDVY 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: 530,133 shares; 2024Q4: 605,230 shares; 2025Q1: 645,713 shares; 2025Q2: 599,077 shares; 2025Q3: 651,887 shares; 2025Q4: 756,416 shares 756,416 $29M 1.34% +104,529 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: 95,645 shares; 2024Q4: 85,617 shares; 2025Q1: 85,326 shares; 2025Q2: 87,031 shares; 2025Q3: 89,191 shares; 2025Q4: 92,042 shares 92,042 $28.8M 1.33% +2,851 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: 244,547 shares; 2024Q4: 222,932 shares; 2025Q1: 224,622 shares; 2025Q2: 221,708 shares; 2025Q3: 219,649 shares; 2025Q4: 216,870 shares 216,870 $26.7M 1.23% -2,779 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: 487,573 shares; 2024Q4: 503,057 shares; 2025Q1: 536,053 shares; 2025Q2: 422,552 shares; 2025Q3: 432,987 shares; 2025Q4: 442,600 shares 442,600 $25.1M 1.16% +9,613 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: 96,685 shares; 2024Q4: 73,824 shares; 2025Q1: 73,367 shares; 2025Q2: 73,110 shares; 2025Q3: 71,931 shares; 2025Q4: 71,335 shares 71,335 $24.7M 1.14% -596 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,491 shares; 2024Q4: 321,221 shares; 2025Q1: 324,386 shares; 2025Q2: 319,876 shares; 2025Q3: 325,070 shares; 2025Q4: 338,654 shares 338,654 $23.5M 1.09% +13,584 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,678 shares; 2024Q4: 34,519 shares; 2025Q1: 33,826 shares; 2025Q2: 33,836 shares; 2025Q3: 33,821 shares; 2025Q4: 33,121 shares 33,121 $22.7M 1.05% -700 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: 107,496 shares; 2024Q4: 105,078 shares; 2025Q1: 103,394 shares; 2025Q2: 104,423 shares; 2025Q3: 101,886 shares; 2025Q4: 101,623 shares 101,623 $22.3M 1.03% -263 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: 27,218 shares; 2024Q4: 24,561 shares; 2025Q1: 24,886 shares; 2025Q2: 24,981 shares; 2025Q3: 25,146 shares; 2025Q4: 35,004 shares 35,004 $22M 1.01% +9,858 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: 154,050 shares; 2024Q4: 110,747 shares; 2025Q1: 115,451 shares; 2025Q2: 115,697 shares; 2025Q3: 115,648 shares; 2025Q4: 223,840 shares 223,840 $20M 0.92% +108,192 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: 55,118 shares; 2024Q4: 44,878 shares; 2025Q1: 44,283 shares; 2025Q2: 45,014 shares; 2025Q3: 45,216 shares; 2025Q4: 58,772 shares 58,772 $19.7M 0.91% +13,556 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: 24,031 shares; 2024Q4: 23,323 shares; 2025Q1: 23,604 shares; 2025Q2: 23,401 shares; 2025Q3: 24,896 shares; 2025Q4: 46,019 shares 46,019 $18.2M 0.84% +21,123 Timeline FTSM 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: 248,049 shares; 2024Q4: 298,205 shares; 2025Q1: 301,889 shares; 2025Q2: 228,969 shares; 2025Q3: 242,937 shares; 2025Q4: 275,841 shares 275,841 $16.5M 0.76% +32,904 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: 19,421 shares; 2024Q4: 18,131 shares; 2025Q1: 19,623 shares; 2025Q2: 21,258 shares; 2025Q3: 22,153 shares; 2025Q4: 22,904 shares 22,904 $15.1M 0.7% +751 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: 208,295 shares; 2024Q4: 217,658 shares; 2025Q1: 212,821 shares; 2025Q2: 211,823 shares; 2025Q3: 212,780 shares; 2025Q4: 218,441 shares 218,441 $14.4M 0.67% +5,661 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: 58,862 shares; 2024Q4: 53,234 shares; 2025Q1: 55,129 shares; 2025Q2: 53,525 shares; 2025Q3: 47,029 shares; 2025Q4: 97,931 shares 97,931 $14.1M 0.65% +50,902 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: 51,927 shares; 2024Q4: 35,183 shares; 2025Q1: 36,278 shares; 2025Q2: 38,535 shares; 2025Q3: 39,472 shares; 2025Q4: 42,728 shares 42,728 $13.8M 0.64% +3,256 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: 17,460 shares; 2024Q4: 14,684 shares; 2025Q1: 14,975 shares; 2025Q2: 15,088 shares; 2025Q3: 15,479 shares; 2025Q4: 15,862 shares 15,862 $13.7M 0.63% +383 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: 45,635 shares; 2024Q4: 37,327 shares; 2025Q1: 37,061 shares; 2025Q2: 37,912 shares; 2025Q3: 38,451 shares; 2025Q4: 40,362 shares 40,362 $12.7M 0.58% +1,911 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: 14,611 shares; 2024Q4: 14,293 shares; 2025Q1: 14,444 shares; 2025Q2: 14,922 shares; 2025Q3: 15,570 shares; 2025Q4: 16,731 shares 16,731 $12.6M 0.58% +1,161 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: 27,588 shares; 2024Q4: 33,044 shares; 2025Q1: 21,920 shares; 2025Q2: 22,261 shares; 2025Q3: 22,470 shares; 2025Q4: 24,377 shares 24,377 $11.5M 0.53% +1,907 Timeline EVTR 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: 29,723 shares; 2024Q4: 178,588 shares; 2025Q1: 196,035 shares; 2025Q2: 198,790 shares; 2025Q3: 218,820 shares; 2025Q4: 223,032 shares 223,032 $11.5M 0.53% +4,212 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: 35,922 shares; 2024Q4: 29,441 shares; 2025Q1: 30,041 shares; 2025Q2: 30,713 shares; 2025Q3: 31,788 shares; 2025Q4: 32,543 shares 32,543 $11.4M 0.53% +755 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,731 shares; 2024Q4: 372,138 shares; 2025Q1: 381,810 shares; 2025Q2: 387,317 shares; 2025Q3: 414,483 shares; 2025Q4: 434,584 shares 434,584 $10.9M 0.5% +20,101 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: 217,913 shares; 2024Q4: 229,951 shares; 2025Q1: 191,098 shares; 2025Q2: 191,124 shares; 2025Q3: 190,315 shares; 2025Q4: 181,980 shares 181,980 $10.5M 0.49% -8,335 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,366 shares; 2024Q4: 142,496 shares; 2025Q1: 114,822 shares; 2025Q2: 111,891 shares; 2025Q3: 111,446 shares; 2025Q4: 113,606 shares 113,606 $10.5M 0.48% +2,160 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: 288,907 shares; 2024Q4: 279,951 shares; 2025Q1: 227,015 shares; 2025Q2: 230,982 shares; 2025Q3: 231,432 shares; 2025Q4: 222,503 shares 222,503 $10.4M 0.48% -8,929 Timeline VFLO 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: 127,026 shares; 2024Q4: 221,749 shares; 2025Q1: 231,147 shares; 2025Q2: 233,397 shares; 2025Q3: 241,694 shares; 2025Q4: 247,771 shares 247,771 $9.76M 0.45% +6,077 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,042 shares; 2025Q3: 103,611 shares; 2025Q4: 159,380 shares 159,380 $9.45M 0.44% +55,769 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: 41,711 shares; 2024Q4: 32,170 shares; 2025Q1: 28,207 shares; 2025Q2: 26,994 shares; 2025Q3: 18,543 shares; 2025Q4: 20,670 shares 20,670 $9.3M 0.43% +2,127 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: 11,918 shares; 2024Q4: 8,332 shares; 2025Q1: 8,315 shares; 2025Q2: 8,664 shares; 2025Q3: 8,461 shares; 2025Q4: 8,549 shares 8,549 $9.19M 0.42% +88 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: 46,212 shares; 2024Q4: 41,079 shares; 2025Q1: 36,900 shares; 2025Q2: 40,067 shares; 2025Q3: 52,175 shares; 2025Q4: 51,374 shares 51,374 $9.13M 0.42% -801 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: 115,604 shares; 2024Q4: 113,583 shares; 2025Q1: 121,967 shares; 2025Q2: 126,033 shares; 2025Q3: 137,467 shares; 2025Q4: 110,457 shares 110,457 $9.11M 0.42% -27,010 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: 134,804 shares; 2024Q4: 144,553 shares; 2025Q1: 151,851 shares; 2025Q2: 164,165 shares; 2025Q3: 163,289 shares; 2025Q4: 200,356 shares 200,356 $8.9M 0.41% +37,067 Timeline JGRO 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: 2,894 shares; 2024Q4: 3,575 shares; 2025Q1: 3,963 shares; 2025Q2: 4,303 shares; 2025Q3: 88,535 shares; 2025Q4: 93,504 shares 93,504 $8.68M 0.4% +4,969 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: 58,715 shares; 2024Q4: 52,917 shares; 2025Q1: 53,331 shares; 2025Q2: 51,464 shares; 2025Q3: 50,117 shares; 2025Q4: 51,797 shares 51,797 $8.02M 0.37% +1,680 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: 76,749 shares; 2024Q4: 59,966 shares; 2025Q1: 62,774 shares; 2025Q2: 67,652 shares; 2025Q3: 65,835 shares; 2025Q4: 70,209 shares 70,209 $7.82M 0.36% +4,374 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: 96,157 shares; 2024Q4: 109,554 shares; 2025Q1: 118,126 shares; 2025Q2: 126,571 shares; 2025Q3: 125,560 shares; 2025Q4: 133,860 shares 133,860 $7.73M 0.36% +8,300 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: 138,527 shares; 2024Q4: 123,527 shares; 2025Q1: 137,146 shares; 2025Q2: 139,145 shares; 2025Q3: 137,771 shares; 2025Q4: 140,257 shares 140,257 $7.68M 0.35% +2,486 Timeline RWL 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: 64,512 shares; 2024Q4: 65,818 shares; 2025Q1: 66,818 shares; 2025Q2: 68,253 shares; 2025Q3: 67,719 shares; 2025Q4: 66,907 shares 66,907 $7.66M 0.35% -812 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: 15,436 shares; 2024Q4: 12,967 shares; 2025Q1: 14,033 shares; 2025Q2: 14,031 shares; 2025Q3: 14,308 shares; 2025Q4: 15,542 shares 15,542 $7.58M 0.35% +1,234 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,123 shares; 2024Q4: 88,541 shares; 2025Q1: 135,221 shares; 2025Q2: 137,052 shares; 2025Q3: 147,762 shares; 2025Q4: 163,344 shares 163,344 $7.26M 0.34% +15,582 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: 75,814 shares; 2024Q4: 56,499 shares; 2025Q1: 59,384 shares; 2025Q2: 56,847 shares; 2025Q3: 55,811 shares; 2025Q4: 58,573 shares 58,573 $7.05M 0.33% +2,762 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: 46,851 shares; 2024Q4: 50,171 shares; 2025Q1: 59,955 shares; 2025Q2: 58,485 shares; 2025Q3: 57,817 shares; 2025Q4: 74,251 shares 74,251 $6.99M 0.32% +16,434 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: 9,099 shares; 2024Q4: 5,035 shares; 2025Q1: 4,953 shares; 2025Q2: 4,967 shares; 2025Q3: 4,966 shares; 2025Q4: 77,824 shares 77,824 $6.97M 0.32% +72,858 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: 28,068 shares; 2024Q4: 19,271 shares; 2025Q1: 19,801 shares; 2025Q2: 20,370 shares; 2025Q3: 21,417 shares; 2025Q4: 21,941 shares 21,941 $6.67M 0.31% +524 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,830 shares; 2024Q4: 97,226 shares; 2025Q1: 169,251 shares; 2025Q2: 164,483 shares; 2025Q3: 154,796 shares; 2025Q4: 191,213 shares 191,213 $6.55M 0.3% +36,417 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: 8,331 shares; 2024Q4: 9,849 shares; 2025Q1: 9,756 shares; 2025Q2: 10,016 shares; 2025Q3: 11,198 shares; 2025Q4: 29,935 shares 29,935 $6.43M 0.3% +18,737 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: 100,506 shares; 2024Q4: 126,746 shares; 2025Q1: 135,832 shares; 2025Q2: 176,901 shares; 2025Q3: 176,338 shares; 2025Q4: 210,069 shares 210,069 $6.06M 0.28% +33,731 Timeline IDMO 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: 7,112 shares; 2024Q4: 7,167 shares; 2025Q1: 7,175 shares; 2025Q2: 96,273 shares; 2025Q3: 107,156 shares; 2025Q4: 108,586 shares 108,586 $6.03M 0.28% +1,430 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: 42,841 shares; 2024Q4: 34,410 shares; 2025Q1: 35,738 shares; 2025Q2: 50,277 shares; 2025Q3: 54,420 shares; 2025Q4: 50,646 shares 50,646 $5.96M 0.28% -3,774 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: 11,064 shares; 2024Q4: 10,271 shares; 2025Q1: 10,359 shares; 2025Q2: 10,147 shares; 2025Q3: 10,274 shares; 2025Q4: 10,299 shares 10,299 $5.88M 0.27% +25 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: 71,735 shares; 2024Q4: 71,228 shares; 2025Q1: 73,324 shares; 2025Q2: 66,954 shares; 2025Q3: 70,347 shares; 2025Q4: 65,332 shares 65,332 $5.84M 0.27% -5,015 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,524 shares; 2024Q4: 137,622 shares; 2025Q1: 120,082 shares; 2025Q2: 119,877 shares; 2025Q3: 138,815 shares; 2025Q4: 145,945 shares 145,945 $5.78M 0.27% +7,130 Timeline QGRO 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: 2,875 shares; 2024Q4: 3,465 shares; 2025Q1: 3,565 shares; 2025Q2: 50,615 shares; 2025Q3: 52,060 shares; 2025Q4: 50,398 shares 50,398 $5.77M 0.27% -1,662 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: 20,000 shares; 2024Q4: 18,097 shares; 2025Q1: 18,082 shares; 2025Q2: 18,225 shares; 2025Q3: 18,678 shares; 2025Q4: 18,716 shares 18,716 $5.72M 0.26% +38 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: 36,340 shares; 2024Q4: 32,758 shares; 2025Q1: 32,518 shares; 2025Q2: 33,237 shares; 2025Q3: 32,534 shares; 2025Q4: 39,172 shares 39,172 $5.61M 0.26% +6,638 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,366 shares; 2024Q4: 115,606 shares; 2025Q1: 111,024 shares; 2025Q2: 108,441 shares; 2025Q3: 105,652 shares; 2025Q4: 119,872 shares 119,872 $5.52M 0.25% +14,220 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: 20,815 shares; 2024Q4: 24,097 shares; 2025Q1: 24,820 shares; 2025Q2: 26,920 shares; 2025Q3: 28,027 shares; 2025Q4: 38,444 shares 38,444 $5.52M 0.25% +10,417 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,215 shares 85,215 $5.48M 0.25% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,552 shares; 2024Q4: 97,539 shares; 2025Q1: 106,944 shares; 2025Q2: 110,174 shares; 2025Q3: 121,142 shares; 2025Q4: 133,938 shares 133,938 $5.47M 0.25% +12,796 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: 36,096 shares; 2024Q4: 21,355 shares; 2025Q1: 21,492 shares; 2025Q2: 21,744 shares; 2025Q3: 21,829 shares; 2025Q4: 23,814 shares 23,814 $5.44M 0.25% +1,985 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: 35,208 shares; 2024Q4: 34,925 shares; 2025Q1: 34,629 shares; 2025Q2: 36,071 shares; 2025Q3: 36,064 shares; 2025Q4: 36,141 shares 36,141 $5.37M 0.25% +77 Timeline AIRR 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: 25,486 shares; 2024Q4: 29,908 shares; 2025Q1: 32,887 shares; 2025Q2: 35,884 shares; 2025Q3: 38,217 shares; 2025Q4: 53,091 shares 53,091 $5.22M 0.24% +14,874 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: 99,047 shares; 2024Q4: 118,585 shares; 2025Q1: 126,091 shares; 2025Q2: 110,942 shares; 2025Q3: 138,640 shares; 2025Q4: 152,161 shares 152,161 $5.14M 0.24% +13,521 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,461 shares; 2024Q4: 63,138 shares; 2025Q1: 63,619 shares; 2025Q2: 64,640 shares; 2025Q3: 65,632 shares; 2025Q4: 67,976 shares 67,976 $5.1M 0.24% +2,344 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: 51,532 shares; 2024Q4: 86,396 shares; 2025Q1: 195,727 shares; 2025Q2: 109,247 shares; 2025Q3: 94,919 shares; 2025Q4: 101,365 shares 101,365 $5.1M 0.24% +6,446 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: 47,561 shares; 2024Q4: 28,474 shares; 2025Q1: 30,835 shares; 2025Q2: 29,448 shares; 2025Q3: 28,105 shares; 2025Q4: 25,474 shares 25,474 $5.06M 0.23% -2,631 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,511 shares; 2024Q4: 78,020 shares; 2025Q1: 126,650 shares; 2025Q2: 105,829 shares; 2025Q3: 112,720 shares; 2025Q4: 125,762 shares 125,762 $5.06M 0.23% +13,042 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: 4,161 shares; 2024Q4: 3,990 shares; 2025Q1: 3,706 shares; 2025Q2: 54,548 shares; 2025Q3: 56,015 shares; 2025Q4: 55,408 shares 55,408 $5.05M 0.23% -607 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: 4,790 shares; 2024Q4: 4,613 shares; 2025Q1: 5,074 shares; 2025Q2: 5,095 shares; 2025Q3: 5,547 shares; 2025Q4: 53,790 shares 53,790 $5.04M 0.23% +48,243 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: 81,944 shares; 2024Q4: 82,828 shares; 2025Q1: 85,123 shares; 2025Q2: 90,319 shares; 2025Q3: 91,277 shares; 2025Q4: 91,247 shares 91,247 $5.02M 0.23% -30 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: 309,844 shares; 2024Q4: 299,305 shares; 2025Q1: 294,327 shares; 2025Q2: 286,378 shares; 2025Q3: 280,901 shares; 2025Q4: 273,749 shares 273,749 $4.99M 0.23% -7,152 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: 13,584 shares; 2024Q4: 12,340 shares; 2025Q1: 12,225 shares; 2025Q2: 12,760 shares; 2025Q3: 12,539 shares; 2025Q4: 13,725 shares 13,725 $4.94M 0.23% +1,186 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: 36,514 shares; 2024Q4: 42,459 shares; 2025Q1: 48,791 shares; 2025Q2: 48,106 shares; 2025Q3: 48,893 shares; 2025Q4: 50,965 shares 50,965 $4.89M 0.23% +2,072 Timeline IHDG 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: 61,381 shares; 2024Q4: 20,104 shares; 2025Q1: 32,726 shares; 2025Q2: 40,534 shares; 2025Q3: 100,648 shares; 2025Q4: 100,046 shares 100,046 $4.87M 0.22% -602 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: 9,392 shares; 2024Q4: 10,748 shares; 2025Q1: 9,812 shares; 2025Q2: 9,620 shares; 2025Q3: 10,430 shares; 2025Q4: 10,109 shares 10,109 $4.74M 0.22% -321 Timeline PTLC 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: 36,972 shares; 2024Q4: 13,984 shares; 2025Q1: 14,847 shares; 2025Q2: 14,582 shares; 2025Q3: 10,466 shares; 2025Q4: 84,835 shares 84,835 $4.72M 0.22% +74,369 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,770 shares; 2024Q4: 34,369 shares; 2025Q1: 35,078 shares; 2025Q2: 36,555 shares; 2025Q3: 37,154 shares; 2025Q4: 36,820 shares 36,820 $4.64M 0.21% -334 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: 42,555 shares; 2024Q4: 42,710 shares; 2025Q1: 45,309 shares; 2025Q2: 43,328 shares; 2025Q3: 29,854 shares; 2025Q4: 29,222 shares 29,222 $4.53M 0.21% -632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,451 shares 93,451 $4.46M 0.21% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,625 shares; 2024Q4: 7,702 shares; 2025Q1: 9,237 shares; 2025Q2: 8,449 shares; 2025Q3: 8,465 shares; 2025Q4: 9,215 shares 9,215 $4.43M 0.2% +750 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: 12,721 shares; 2024Q4: 12,844 shares; 2025Q1: 13,357 shares; 2025Q2: 14,041 shares; 2025Q3: 14,095 shares; 2025Q4: 14,344 shares 14,344 $4.42M 0.2% +249 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: 76,060 shares; 2024Q4: 63,626 shares; 2025Q1: 63,523 shares; 2025Q2: 51,864 shares; 2025Q3: 43,855 shares; 2025Q4: 42,648 shares 42,648 $4.42M 0.2% -1,207 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,612 shares; 2024Q4: 17,182 shares; 2025Q1: 17,382 shares; 2025Q2: 19,080 shares; 2025Q3: 20,407 shares; 2025Q4: 68,207 shares 68,207 $4.39M 0.2% +47,800 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: 18,721 shares; 2024Q4: 12,958 shares; 2025Q1: 12,855 shares; 2025Q2: 12,701 shares; 2025Q3: 12,713 shares; 2025Q4: 12,646 shares 12,646 $4.35M 0.2% -67 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: 58,860 shares; 2024Q4: 53,104 shares; 2025Q1: 51,883 shares; 2025Q2: 50,570 shares; 2025Q3: 47,235 shares; 2025Q4: 97,039 shares 97,039 $4.34M 0.2% +49,804 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: 91,696 shares; 2024Q4: 121,950 shares; 2025Q1: 136,583 shares; 2025Q2: 173,723 shares; 2025Q3: 174,409 shares; 2025Q4: 192,914 shares 192,914 $4.32M 0.2% +18,505 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,297 shares; 2024Q4: 25,556 shares; 2025Q1: 25,216 shares; 2025Q2: 24,239 shares; 2025Q3: 24,453 shares; 2025Q4: 22,884 shares 22,884 $4.3M 0.2% -1,569 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,062 shares; 2024Q4: 59,363 shares; 2025Q1: 63,139 shares; 2025Q2: 64,975 shares; 2025Q3: 64,639 shares; 2025Q4: 67,277 shares 67,277 $4.25M 0.2% +2,638 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,639 shares; 2025Q3: 41,611 shares; 2025Q4: 58,041 shares 58,041 $4.17M 0.19% +16,430 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: 4,418 shares; 2024Q4: 4,418 shares; 2025Q1: 8,538 shares; 2025Q2: 8,388 shares; 2025Q3: 6,948 shares; 2025Q4: 40,729 shares 40,729 $4.09M 0.19% +33,781 Timeline TRFK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,488 shares; 2025Q3: 42,972 shares; 2025Q4: 62,082 shares 62,082 $3.98M 0.18% +19,110 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: 40,020 shares; 2024Q4: 41,314 shares; 2025Q1: 43,706 shares; 2025Q2: 43,353 shares; 2025Q3: 46,926 shares; 2025Q4: 57,065 shares 57,065 $3.96M 0.18% +10,139 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: 21,642 shares; 2024Q4: 13,944 shares; 2025Q1: 11,009 shares; 2025Q2: 11,546 shares; 2025Q3: 11,958 shares; 2025Q4: 38,188 shares 38,188 $3.81M 0.18% +26,230 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: 98,340 shares; 2024Q4: 59,105 shares; 2025Q1: 51,177 shares; 2025Q2: 56,115 shares; 2025Q3: 125,794 shares; 2025Q4: 91,316 shares 91,316 $3.68M 0.17% -34,478 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: 77,613 shares; 2024Q4: 38,901 shares; 2025Q1: 38,171 shares; 2025Q2: 35,852 shares; 2025Q3: 47,506 shares; 2025Q4: 47,580 shares 47,580 $3.67M 0.17% +74 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,387 shares 154,387 $3.65M 0.17% new 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: 31,844 shares; 2024Q4: 27,947 shares; 2025Q1: 31,678 shares; 2025Q2: 34,422 shares; 2025Q3: 39,270 shares; 2025Q4: 44,956 shares 44,956 $3.65M 0.17% +5,686 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: 30,169 shares; 2024Q4: 16,766 shares; 2025Q1: 14,732 shares; 2025Q2: 15,282 shares; 2025Q3: 15,373 shares; 2025Q4: 17,600 shares 17,600 $3.64M 0.17% +2,227 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: 11,490 shares; 2024Q4: 11,930 shares; 2025Q1: 12,011 shares; 2025Q2: 11,743 shares; 2025Q3: 12,345 shares; 2025Q4: 14,453 shares 14,453 $3.62M 0.17% +2,108 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,767 shares; 2024Q4: 28,596 shares; 2025Q1: 27,198 shares; 2025Q2: 24,964 shares; 2025Q3: 24,975 shares; 2025Q4: 21,541 shares 21,541 $3.62M 0.17% -3,434 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: 51,415 shares; 2024Q4: 24,437 shares; 2025Q1: 26,280 shares; 2025Q2: 28,043 shares; 2025Q3: 30,973 shares; 2025Q4: 53,737 shares 53,737 $3.61M 0.17% +22,764 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: 78,073 shares; 2024Q4: 161,609 shares; 2025Q1: 161,626 shares; 2025Q2: 136,499 shares; 2025Q3: 143,746 shares; 2025Q4: 129,635 shares 129,635 $3.56M 0.16% -14,111 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: 29,111 shares; 2024Q4: 13,952 shares; 2025Q1: 13,890 shares; 2025Q2: 15,235 shares; 2025Q3: 17,692 shares; 2025Q4: 20,682 shares 20,682 $3.54M 0.16% +2,990 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: 25,448 shares; 2024Q4: 23,608 shares; 2025Q1: 21,699 shares; 2025Q2: 22,161 shares; 2025Q3: 22,293 shares; 2025Q4: 22,895 shares 22,895 $3.52M 0.16% +602 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: 45,993 shares; 2024Q4: 50,523 shares; 2025Q1: 48,353 shares; 2025Q2: 47,281 shares; 2025Q3: 23,527 shares; 2025Q4: 29,147 shares 29,147 $3.5M 0.16% +5,620 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: 15,112 shares; 2024Q4: 14,447 shares; 2025Q1: 14,000 shares; 2025Q2: 14,003 shares; 2025Q3: 13,772 shares; 2025Q4: 25,449 shares 25,449 $3.48M 0.16% +11,677 Timeline PTNQ 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: 43,087 shares; 2024Q4: 42,607 shares; 2025Q1: 44,038 shares; 2025Q2: 37,729 shares; 2025Q3: 36,869 shares; 2025Q4: 44,208 shares 44,208 $3.48M 0.16% +7,339 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: 34,612 shares; 2024Q4: 38,144 shares; 2025Q1: 39,200 shares; 2025Q2: 43,316 shares; 2025Q3: 62,137 shares; 2025Q4: 68,482 shares 68,482 $3.46M 0.16% +6,345 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,081 shares; 2025Q2: 37,959 shares; 2025Q3: 38,819 shares; 2025Q4: 48,205 shares 48,205 $3.46M 0.16% +9,386 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: 50,744 shares; 2024Q4: 48,370 shares; 2025Q1: 50,731 shares; 2025Q2: 16,621 shares; 2025Q3: 16,525 shares; 2025Q4: 16,298 shares 16,298 $3.46M 0.16% -227 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: 66,085 shares; 2024Q4: 44,037 shares; 2025Q1: 42,200 shares; 2025Q2: 41,915 shares; 2025Q3: 42,986 shares; 2025Q4: 48,752 shares 48,752 $3.41M 0.16% +5,766 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: 112,749 shares; 2024Q4: 40,312 shares; 2025Q1: 36,318 shares; 2025Q2: 51,828 shares; 2025Q3: 52,559 shares; 2025Q4: 54,465 shares 54,465 $3.4M 0.16% +1,906 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 7,201 shares; 2025Q1: 14,662 shares; 2025Q2: 25,516 shares; 2025Q3: 42,150 shares; 2025Q4: 41,618 shares 41,618 $3.4M 0.16% -532 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 57,390 shares 57,390 $3.37M 0.16% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,007 shares; 2025Q1: 2,291 shares; 2025Q2: 2,585 shares; 2025Q3: 2,858 shares; 2025Q4: 3,147 shares 3,147 $3.37M 0.16% +289 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: 15,128 shares; 2024Q4: 16,633 shares; 2025Q1: 16,186 shares; 2025Q2: 15,442 shares; 2025Q3: 16,010 shares; 2025Q4: 17,478 shares 17,478 $3.34M 0.15% +1,468 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,658 shares; 2025Q4: 62,879 shares 62,879 $3.33M 0.15% +48,221 Timeline BILS 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: 13,715 shares; 2024Q4: 23,070 shares; 2025Q1: 25,875 shares; 2025Q2: 27,895 shares; 2025Q3: 22,500 shares; 2025Q4: 33,505 shares 33,505 $3.32M 0.15% +11,005 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: 17,833 shares; 2024Q4: 15,862 shares; 2025Q1: 15,759 shares; 2025Q2: 15,538 shares; 2025Q3: 15,609 shares; 2025Q4: 15,769 shares 15,769 $3.32M 0.15% +160 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,964 shares; 2024Q4: 84,964 shares; 2025Q1: 84,964 shares; 2025Q2: 84,964 shares; 2025Q3: 84,964 shares; 2025Q4: 84,964 shares 84,964 $3.31M 0.15% 0 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: 14,564 shares; 2024Q4: 14,378 shares; 2025Q1: 14,637 shares; 2025Q2: 14,943 shares; 2025Q3: 24,060 shares; 2025Q4: 21,478 shares 21,478 $3.31M 0.15% -2,582 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: 85,364 shares; 2024Q4: 125,629 shares; 2025Q1: 121,849 shares; 2025Q2: 122,113 shares; 2025Q3: 117,114 shares; 2025Q4: 122,945 shares 122,945 $3.31M 0.15% +5,831 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: 11,149 shares; 2024Q4: 11,139 shares; 2025Q1: 11,056 shares; 2025Q2: 10,878 shares; 2025Q3: 10,917 shares; 2025Q4: 10,682 shares 10,682 $3.23M 0.15% -235 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,579 shares; 2024Q4: 86,464 shares; 2025Q1: 102,858 shares; 2025Q2: 107,262 shares; 2025Q3: 115,805 shares; 2025Q4: 121,364 shares 121,364 $3.22M 0.15% +5,559 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,562 shares; 2024Q4: 14,826 shares; 2025Q1: 24,958 shares; 2025Q2: 25,130 shares; 2025Q3: 25,201 shares; 2025Q4: 26,161 shares 26,161 $3.19M 0.15% +960 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,389 shares; 2025Q1: 8,547 shares; 2025Q2: 19,892 shares; 2025Q3: 24,531 shares; 2025Q4: 37,130 shares 37,130 $3.17M 0.15% +12,599 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: 70,976 shares; 2024Q4: 54,374 shares; 2025Q1: 55,569 shares; 2025Q2: 65,278 shares; 2025Q3: 65,932 shares; 2025Q4: 67,067 shares 67,067 $3.14M 0.14% +1,135 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: 8,527 shares; 2024Q4: 8,080 shares; 2025Q1: 8,068 shares; 2025Q2: 8,473 shares; 2025Q3: 8,451 shares; 2025Q4: 8,429 shares 8,429 $3.12M 0.14% -22 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,120 shares; 2024Q4: 104,818 shares; 2025Q1: 90,337 shares; 2025Q2: 86,891 shares; 2025Q3: 89,849 shares; 2025Q4: 94,968 shares 94,968 $3.11M 0.14% +5,119 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,136 shares; 2024Q4: 26,479 shares; 2025Q1: 27,038 shares; 2025Q2: 27,752 shares; 2025Q3: 28,343 shares; 2025Q4: 27,443 shares 27,443 $3.1M 0.14% -900 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,868 shares; 2024Q4: 26,440 shares; 2025Q1: 26,265 shares; 2025Q2: 23,470 shares; 2025Q3: 22,949 shares; 2025Q4: 21,756 shares 21,756 $3.07M 0.14% -1,193 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,116 shares; 2024Q4: 22,890 shares; 2025Q1: 20,864 shares; 2025Q2: 20,569 shares; 2025Q3: 20,427 shares; 2025Q4: 18,707 shares 18,707 $3.06M 0.14% -1,720 Timeline FXO 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: 40,855 shares; 2024Q4: 41,080 shares; 2025Q1: 38,652 shares; 2025Q2: 37,991 shares; 2025Q3: 37,860 shares; 2025Q4: 50,563 shares 50,563 $3.05M 0.14% +12,703 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: 29,176 shares; 2024Q4: 28,722 shares; 2025Q1: 21,008 shares; 2025Q2: 11,986 shares; 2025Q3: 11,260 shares; 2025Q4: 14,145 shares 14,145 $3.03M 0.14% +2,885 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,556 shares; 2025Q3: 107,920 shares; 2025Q4: 110,977 shares 110,977 $3.03M 0.14% +3,057 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: 4,539 shares; 2024Q4: 3,504 shares; 2025Q1: 4,314 shares; 2025Q2: 5,738 shares; 2025Q3: 4,923 shares; 2025Q4: 5,341 shares 5,341 $3.02M 0.14% +418 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: 2,724 shares; 2024Q4: 2,849 shares; 2025Q1: 3,603 shares; 2025Q2: 3,922 shares; 2025Q3: 4,567 shares; 2025Q4: 4,619 shares 4,619 $3.02M 0.14% +52 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,860 shares; 2024Q4: 36,501 shares; 2025Q1: 23,639 shares; 2025Q2: 21,463 shares; 2025Q3: 20,029 shares; 2025Q4: 18,772 shares 18,772 $3M 0.14% -1,257 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 3,048 shares; 2025Q1: 3,104 shares; 2025Q2: 3,235 shares; 2025Q3: 3,303 shares; 2025Q4: 3,403 shares 3,403 $2.99M 0.14% +100 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: 63,672 shares; 2024Q4: 52,768 shares; 2025Q1: 60,804 shares; 2025Q2: 61,510 shares; 2025Q3: 61,708 shares; 2025Q4: 64,055 shares 64,055 $2.98M 0.14% +2,347 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: 17,718 shares; 2024Q4: 20,686 shares; 2025Q1: 20,430 shares; 2025Q2: 20,128 shares; 2025Q3: 20,503 shares; 2025Q4: 21,371 shares 21,371 $2.97M 0.14% +868 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,713 shares; 2024Q4: 27,644 shares; 2025Q1: 37,257 shares; 2025Q2: 45,922 shares; 2025Q3: 31,336 shares; 2025Q4: 32,462 shares 32,462 $2.97M 0.14% +1,126 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,454 shares; 2025Q1: 1,555 shares; 2025Q2: 1,453 shares; 2025Q3: 1,446 shares; 2025Q4: 16,028 shares 16,028 $2.97M 0.14% +14,582 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: 42,331 shares; 2024Q4: 43,746 shares; 2025Q1: 41,305 shares; 2025Q2: 39,385 shares; 2025Q3: 34,860 shares; 2025Q4: 49,047 shares 49,047 $2.95M 0.14% +14,187 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: 46,689 shares; 2024Q4: 40,063 shares; 2025Q1: 42,748 shares; 2025Q2: 40,820 shares; 2025Q3: 42,578 shares; 2025Q4: 40,646 shares 40,646 $2.9M 0.13% -1,932 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: 8,765 shares; 2024Q4: 3,910 shares; 2025Q1: 4,084 shares; 2025Q2: 4,251 shares; 2025Q3: 4,418 shares; 2025Q4: 29,987 shares 29,987 $2.88M 0.13% +25,569 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,165 shares; 2024Q4: 130,100 shares; 2025Q1: 136,125 shares; 2025Q2: 122,245 shares; 2025Q3: 122,399 shares; 2025Q4: 127,073 shares 127,073 $2.88M 0.13% +4,674 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: 15,392 shares; 2024Q4: 12,557 shares; 2025Q1: 13,092 shares; 2025Q2: 13,307 shares; 2025Q3: 14,137 shares; 2025Q4: 15,615 shares 15,615 $2.86M 0.13% +1,478 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,130 shares; 2024Q4: 35,160 shares; 2025Q1: 3,485 shares; 2025Q2: 4,003 shares; 2025Q3: 5,582 shares; 2025Q4: 27,753 shares 27,753 $2.84M 0.13% +22,171 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: 6,754 shares; 2024Q4: 12,444 shares; 2025Q1: 12,984 shares; 2025Q2: 12,998 shares; 2025Q3: 14,526 shares; 2025Q4: 15,380 shares 15,380 $2.83M 0.13% +854 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: 16,776 shares; 2024Q4: 11,955 shares; 2025Q1: 11,523 shares; 2025Q2: 11,523 shares; 2025Q3: 11,366 shares; 2025Q4: 11,472 shares 11,472 $2.82M 0.13% +106 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: 11,760 shares; 2024Q4: 8,447 shares; 2025Q1: 8,556 shares; 2025Q2: 8,855 shares; 2025Q3: 8,542 shares; 2025Q4: 8,537 shares 8,537 $2.82M 0.13% -5 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,879 shares 80,879 $2.8M 0.13% new Timeline QEFA 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: 23,667 shares; 2024Q4: 25,509 shares; 2025Q1: 23,981 shares; 2025Q2: 27,160 shares; 2025Q3: 28,922 shares; 2025Q4: 30,562 shares 30,562 $2.77M 0.13% +1,640 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: 26,339 shares; 2024Q4: 22,033 shares; 2025Q1: 22,558 shares; 2025Q2: 23,553 shares; 2025Q3: 14,547 shares; 2025Q4: 13,636 shares 13,636 $2.72M 0.13% -911 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: 3,858 shares; 2024Q4: 4,078 shares; 2025Q1: 4,541 shares; 2025Q2: 4,914 shares; 2025Q3: 5,327 shares; 2025Q4: 5,194 shares 5,194 $2.71M 0.13% -133 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: 30,629 shares; 2024Q4: 30,615 shares; 2025Q1: 28,588 shares; 2025Q2: 27,267 shares; 2025Q3: 27,267 shares; 2025Q4: 25,763 shares 25,763 $2.71M 0.12% -1,504 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 6,043 shares; 2025Q1: 6,164 shares; 2025Q2: 6,073 shares; 2025Q3: 5,950 shares; 2025Q4: 6,185 shares 6,185 $2.64M 0.12% +235 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,422 shares; 2025Q3: 19,240 shares; 2025Q4: 23,942 shares 23,942 $2.63M 0.12% +4,702 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: 12,918 shares; 2024Q4: 11,314 shares; 2025Q1: 12,050 shares; 2025Q2: 11,643 shares; 2025Q3: 9,752 shares; 2025Q4: 9,864 shares 9,864 $2.61M 0.12% +112 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: 4,643 shares; 2024Q4: 2,753 shares; 2025Q1: 2,926 shares; 2025Q2: 2,692 shares; 2025Q3: 3,390 shares; 2025Q4: 4,494 shares 4,494 $2.6M 0.12% +1,104 Timeline JBND 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: 6,198 shares; 2024Q4: 10,302 shares; 2025Q1: 35,231 shares; 2025Q2: 40,075 shares; 2025Q3: 40,340 shares; 2025Q4: 47,878 shares 47,878 $2.59M 0.12% +7,538 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: 29,430 shares; 2024Q4: 17,360 shares; 2025Q1: 16,984 shares; 2025Q2: 17,426 shares; 2025Q3: 16,372 shares; 2025Q4: 16,887 shares 16,887 $2.57M 0.12% +515 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,174 shares; 2025Q1: 30,604 shares; 2025Q2: 31,960 shares; 2025Q3: 33,819 shares; 2025Q4: 34,202 shares 34,202 $2.56M 0.12% +383 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: 7,014 shares; 2024Q4: 4,376 shares; 2025Q1: 4,500 shares; 2025Q2: 4,166 shares; 2025Q3: 4,092 shares; 2025Q4: 4,435 shares 4,435 $2.54M 0.12% +343 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,917 shares; 2024Q4: 18,247 shares; 2025Q1: 17,703 shares; 2025Q2: 17,600 shares; 2025Q3: 19,281 shares; 2025Q4: 26,447 shares 26,447 $2.52M 0.12% +7,166 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: 109,566 shares; 2024Q4: 97,466 shares; 2025Q1: 95,143 shares; 2025Q2: 101,278 shares; 2025Q3: 100,681 shares; 2025Q4: 100,354 shares 100,354 $2.49M 0.12% -327 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: 16,693 shares; 2024Q4: 16,647 shares; 2025Q1: 16,633 shares; 2025Q2: 16,951 shares; 2025Q3: 16,651 shares; 2025Q4: 20,339 shares 20,339 $2.47M 0.11% +3,688 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: 28,211 shares; 2024Q4: 26,158 shares; 2025Q1: 26,932 shares; 2025Q2: 27,382 shares; 2025Q3: 26,394 shares; 2025Q4: 31,775 shares 31,775 $2.47M 0.11% +5,381 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,863 shares; 2024Q4: 40,782 shares; 2025Q1: 68,765 shares; 2025Q2: 70,261 shares; 2025Q3: 78,148 shares; 2025Q4: 82,981 shares 82,981 $2.45M 0.11% +4,833 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: 2,095 shares; 2024Q4: 1,897 shares; 2025Q1: 1,769 shares; 2025Q2: 1,691 shares; 2025Q3: 1,680 shares; 2025Q4: 11,636 shares 11,636 $2.43M 0.11% +9,956 Timeline MMTM 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: 9,075 shares; 2024Q4: 9,128 shares; 2025Q1: 9,126 shares; 2025Q2: 8,527 shares; 2025Q3: 8,325 shares; 2025Q4: 8,237 shares 8,237 $2.41M 0.11% -88 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: 6,402 shares; 2024Q4: 7,014 shares; 2025Q1: 6,866 shares; 2025Q2: 7,966 shares; 2025Q3: 7,675 shares; 2025Q4: 27,075 shares 27,075 $2.4M 0.11% +19,400 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: 18,582 shares; 2024Q4: 20,260 shares; 2025Q1: 20,252 shares; 2025Q2: 23,590 shares; 2025Q3: 24,899 shares; 2025Q4: 24,929 shares 24,929 $2.38M 0.11% +30 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,509 shares; 2025Q1: 58,772 shares; 2025Q2: 71,894 shares; 2025Q3: 74,900 shares; 2025Q4: 88,358 shares 88,358 $2.36M 0.11% +13,458 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: 28,668 shares; 2024Q4: 25,527 shares; 2025Q1: 25,213 shares; 2025Q2: 23,573 shares; 2025Q3: 26,515 shares; 2025Q4: 31,812 shares 31,812 $2.36M 0.11% +5,297 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: 5,625 shares; 2024Q4: 5,271 shares; 2025Q1: 5,143 shares; 2025Q2: 5,485 shares; 2025Q3: 4,885 shares; 2025Q4: 9,079 shares 9,079 $2.34M 0.11% +4,194 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: 28,721 shares; 2024Q4: 21,418 shares; 2025Q1: 20,548 shares; 2025Q2: 19,517 shares; 2025Q3: 19,668 shares; 2025Q4: 22,239 shares 22,239 $2.34M 0.11% +2,571 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: 3,035 shares; 2024Q4: 2,748 shares; 2025Q1: 2,751 shares; 2025Q2: 2,908 shares; 2025Q3: 2,885 shares; 2025Q4: 2,848 shares 2,848 $2.34M 0.11% -37 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 154,368 shares 154,368 $2.32M 0.11% new 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: 16,913 shares; 2024Q4: 6,097 shares; 2025Q1: 6,584 shares; 2025Q2: 7,232 shares; 2025Q3: 6,711 shares; 2025Q4: 7,804 shares 7,804 $2.31M 0.11% +1,093 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: 19,676 shares; 2024Q4: 20,391 shares; 2025Q1: 20,301 shares; 2025Q2: 20,298 shares; 2025Q3: 22,429 shares; 2025Q4: 23,007 shares 23,007 $2.3M 0.11% +578 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: 104,631 shares; 2024Q4: 46,243 shares; 2025Q1: 45,921 shares; 2025Q2: 48,704 shares; 2025Q3: 55,963 shares; 2025Q4: 56,341 shares 56,341 $2.29M 0.11% +378 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: 7,613 shares; 2024Q4: 7,838 shares; 2025Q1: 7,912 shares; 2025Q2: 7,817 shares; 2025Q3: 7,954 shares; 2025Q4: 8,238 shares 8,238 $2.28M 0.11% +284 Timeline WTV 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: 13,523 shares; 2024Q4: not reported; 2025Q1: 7,663 shares; 2025Q2: 10,297 shares; 2025Q3: 20,415 shares; 2025Q4: 24,445 shares 24,445 $2.28M 0.11% +4,030 Timeline INTF 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: 7,886 shares; 2025Q4: 60,402 shares 60,402 $2.28M 0.11% +52,516 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: 57,566 shares; 2024Q4: 21,635 shares; 2025Q1: 21,186 shares; 2025Q2: 24,922 shares; 2025Q3: 25,390 shares; 2025Q4: 25,812 shares 25,812 $2.26M 0.1% +422 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: not reported; 2025Q2: 10,620 shares; 2025Q3: 31,665 shares; 2025Q4: 58,861 shares 58,861 $2.25M 0.1% +27,196 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: 1,779 shares; 2024Q4: 1,795 shares; 2025Q1: 2,959 shares; 2025Q2: 4,592 shares; 2025Q3: 5,925 shares; 2025Q4: 6,378 shares 6,378 $2.24M 0.1% +453 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: 2,558 shares; 2024Q4: 3,176 shares; 2025Q1: 3,294 shares; 2025Q2: 3,363 shares; 2025Q3: 3,558 shares; 2025Q4: 14,493 shares 14,493 $2.22M 0.1% +10,935 Timeline FIXD 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: 33,847 shares; 2024Q4: 32,498 shares; 2025Q1: 36,222 shares; 2025Q2: 34,236 shares; 2025Q3: 38,311 shares; 2025Q4: 49,695 shares 49,695 $2.2M 0.1% +11,384 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 9,338 shares; 2025Q1: 11,446 shares; 2025Q2: 11,455 shares; 2025Q3: 14,426 shares; 2025Q4: 14,430 shares 14,430 $2.19M 0.1% +4 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: 20,362 shares; 2024Q4: 35,387 shares; 2025Q1: 42,187 shares; 2025Q2: 42,187 shares; 2025Q3: 61,999 shares; 2025Q4: 72,486 shares 72,486 $2.19M 0.1% +10,487 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: 84,152 shares; 2024Q4: 41,721 shares; 2025Q1: 39,022 shares; 2025Q2: 43,236 shares; 2025Q3: 46,002 shares; 2025Q4: 50,056 shares 50,056 $2.16M 0.1% +4,054 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: 4,879 shares; 2024Q4: 3,605 shares; 2025Q1: 4,355 shares; 2025Q2: 4,340 shares; 2025Q3: 4,337 shares; 2025Q4: 4,379 shares 4,379 $2.12M 0.1% +42 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,436 shares; 2024Q4: 23,086 shares; 2025Q1: 22,733 shares; 2025Q2: 19,753 shares; 2025Q3: 18,622 shares; 2025Q4: 20,629 shares 20,629 $2.12M 0.1% +2,007 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: 43,915 shares; 2024Q4: 33,315 shares; 2025Q1: 31,706 shares; 2025Q2: 31,065 shares; 2025Q3: 22,073 shares; 2025Q4: 26,248 shares 26,248 $2.11M 0.1% +4,175 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,099 shares; 2024Q4: 7,466 shares; 2025Q1: 8,089 shares; 2025Q2: 7,911 shares; 2025Q3: 8,235 shares; 2025Q4: 13,152 shares 13,152 $2.06M 0.1% +4,917 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,064 shares; 2025Q1: 8,944 shares; 2025Q2: 14,724 shares; 2025Q3: 15,593 shares; 2025Q4: 15,665 shares 15,665 $2.05M 0.09% +72 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: 22,787 shares; 2024Q4: 12,709 shares; 2025Q1: 13,261 shares; 2025Q2: 13,490 shares; 2025Q3: 13,613 shares; 2025Q4: 16,374 shares 16,374 $2.05M 0.09% +2,761 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: 8,227 shares; 2024Q4: 8,407 shares; 2025Q1: 8,380 shares; 2025Q2: 8,227 shares; 2025Q3: 8,254 shares; 2025Q4: 8,497 shares 8,497 $2.05M 0.09% +243 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,744 shares; 2025Q4: 38,804 shares 38,804 $2.05M 0.09% +34,060 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,400 shares; 2024Q4: 51,111 shares; 2025Q1: 49,059 shares; 2025Q2: 45,850 shares; 2025Q3: 41,156 shares; 2025Q4: 40,046 shares 40,046 $2.05M 0.09% -1,110 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: 18,427 shares; 2024Q4: 17,815 shares; 2025Q1: 18,426 shares; 2025Q2: 21,243 shares; 2025Q3: 22,106 shares; 2025Q4: 47,951 shares 47,951 $2.05M 0.09% +25,845 Timeline IQDG 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: 11,018 shares; 2024Q4: 11,151 shares; 2025Q1: 8,827 shares; 2025Q2: 11,330 shares; 2025Q3: 45,480 shares; 2025Q4: 48,174 shares 48,174 $2M 0.09% +2,694 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: 45,599 shares; 2024Q4: 37,813 shares; 2025Q1: 39,263 shares; 2025Q2: 39,224 shares; 2025Q3: 37,915 shares; 2025Q4: 37,221 shares 37,221 $1.99M 0.09% -694 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,273 shares; 2024Q4: 8,662 shares; 2025Q1: 8,672 shares; 2025Q2: 8,682 shares; 2025Q3: 18,752 shares; 2025Q4: 40,031 shares 40,031 $1.99M 0.09% +21,279 Timeline RWK 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: 14,412 shares; 2024Q4: 15,164 shares; 2025Q1: 15,109 shares; 2025Q2: 15,292 shares; 2025Q3: 15,433 shares; 2025Q4: 15,657 shares 15,657 $1.98M 0.09% +224 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 5,927 shares; 2025Q1: 6,092 shares; 2025Q2: 9,439 shares; 2025Q3: 19,276 shares; 2025Q4: 20,571 shares 20,571 $1.94M 0.09% +1,295 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: 13,043 shares; 2024Q4: 10,999 shares; 2025Q1: 11,011 shares; 2025Q2: 12,159 shares; 2025Q3: 10,832 shares; 2025Q4: 13,365 shares 13,365 $1.92M 0.09% +2,533 Timeline PAVE 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: 59,642 shares; 2024Q4: 50,588 shares; 2025Q1: 49,336 shares; 2025Q2: 38,350 shares; 2025Q3: 35,620 shares; 2025Q4: 39,156 shares 39,156 $1.87M 0.09% +3,536 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: 12,084 shares; 2024Q4: 10,420 shares; 2025Q1: 12,464 shares; 2025Q2: 12,985 shares; 2025Q3: 13,803 shares; 2025Q4: 9,507 shares 9,507 $1.85M 0.09% -4,296 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: 8,053 shares; 2024Q4: 9,241 shares; 2025Q1: 10,768 shares; 2025Q2: 9,590 shares; 2025Q3: 10,271 shares; 2025Q4: 9,588 shares 9,588 $1.84M 0.08% -683 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: 9,304 shares; 2024Q4: 7,652 shares; 2025Q1: 7,817 shares; 2025Q2: 7,618 shares; 2025Q3: 7,625 shares; 2025Q4: 15,334 shares 15,334 $1.83M 0.08% +7,709 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: 6,998 shares; 2024Q4: 3,616 shares; 2025Q1: 3,617 shares; 2025Q2: 3,877 shares; 2025Q3: 4,725 shares; 2025Q4: 5,722 shares 5,722 $1.82M 0.08% +997 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: 15,572 shares; 2024Q4: 12,959 shares; 2025Q1: 12,601 shares; 2025Q2: 12,468 shares; 2025Q3: 12,460 shares; 2025Q4: 11,356 shares 11,356 $1.82M 0.08% -1,104 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: 10,029 shares; 2024Q4: 7,726 shares; 2025Q1: 7,650 shares; 2025Q2: 8,362 shares; 2025Q3: 8,218 shares; 2025Q4: 8,336 shares 8,336 $1.81M 0.08% +118 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,227 shares; 2024Q4: 79,436 shares; 2025Q1: 87,050 shares; 2025Q2: 91,511 shares; 2025Q3: 91,110 shares; 2025Q4: 85,981 shares 85,981 $1.81M 0.08% -5,129 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,125 shares 27,125 $1.8M 0.08% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,988 shares; 2025Q4: 2,922 shares 2,922 $1.79M 0.08% -66 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: 18,460 shares; 2024Q4: 16,221 shares; 2025Q1: 15,436 shares; 2025Q2: 16,378 shares; 2025Q3: 17,600 shares; 2025Q4: 20,700 shares 20,700 $1.78M 0.08% +3,100 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: 29,945 shares; 2024Q4: 29,482 shares; 2025Q1: 29,465 shares; 2025Q2: 29,323 shares; 2025Q3: 29,908 shares; 2025Q4: 30,777 shares 30,777 $1.77M 0.08% +869 Timeline CLOI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,956 shares; 2025Q3: 30,276 shares; 2025Q4: 33,304 shares 33,304 $1.76M 0.08% +3,028 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: 27,505 shares; 2024Q4: 21,483 shares; 2025Q1: 21,215 shares; 2025Q2: 20,403 shares; 2025Q3: 16,439 shares; 2025Q4: 18,659 shares 18,659 $1.75M 0.08% +2,220 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: 3,151 shares; 2024Q4: 940 shares; 2025Q1: 1,493 shares; 2025Q2: 1,869 shares; 2025Q3: 2,305 shares; 2025Q4: 3,036 shares 3,036 $1.73M 0.08% +731 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 15,850 shares; 2025Q4: 32,510 shares 32,510 $1.72M 0.08% +16,660 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,631 shares; 2025Q4: 34,296 shares 34,296 $1.72M 0.08% -335 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: 31,136 shares; 2024Q4: 16,884 shares; 2025Q1: 14,205 shares; 2025Q2: 15,186 shares; 2025Q3: 14,974 shares; 2025Q4: 15,033 shares 15,033 $1.71M 0.08% +59 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: not reported; 2024Q4: not reported; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 793 shares; 2025Q4: 793 shares 793 $1.7M 0.08% 0 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: 4,116 shares; 2024Q4: 4,252 shares; 2025Q1: 4,148 shares; 2025Q2: 6,915 shares; 2025Q3: 7,029 shares; 2025Q4: 7,021 shares 7,021 $1.7M 0.08% -8 Timeline OMFL 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: 43,484 shares; 2024Q4: 34,430 shares; 2025Q1: 31,990 shares; 2025Q2: 31,749 shares; 2025Q3: 30,611 shares; 2025Q4: 27,690 shares 27,690 $1.69M 0.08% -2,921 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,078 shares; 2024Q4: 48,119 shares; 2025Q1: 49,563 shares; 2025Q2: 54,045 shares; 2025Q3: 54,474 shares; 2025Q4: 54,273 shares 54,273 $1.69M 0.08% -201 Timeline SOXX 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: 6,267 shares; 2024Q4: 4,966 shares; 2025Q1: 4,925 shares; 2025Q2: 4,402 shares; 2025Q3: 3,674 shares; 2025Q4: 5,579 shares 5,579 $1.68M 0.08% +1,905 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,570 shares; 2025Q1: 3,454 shares; 2025Q2: 3,633 shares; 2025Q3: 3,630 shares; 2025Q4: 3,593 shares 3,593 $1.68M 0.08% -37 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: 68,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,117 shares; 2025Q4: 51,359 shares 51,359 $1.68M 0.08% +9,242 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 6,775 shares; 2025Q2: 9,003 shares; 2025Q3: 8,272 shares; 2025Q4: 8,495 shares 8,495 $1.67M 0.08% +223 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: 7,371 shares; 2024Q4: 7,093 shares; 2025Q1: 6,652 shares; 2025Q2: 6,788 shares; 2025Q3: 6,697 shares; 2025Q4: 6,221 shares 6,221 $1.67M 0.08% -476 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,534 shares; 2025Q4: 50,127 shares 50,127 $1.67M 0.08% +39,593 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: 36,273 shares; 2024Q4: 66,743 shares; 2025Q1: 65,058 shares; 2025Q2: 65,158 shares; 2025Q3: 64,053 shares; 2025Q4: 63,290 shares 63,290 $1.66M 0.08% -763 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: 6,894 shares; 2024Q4: 6,891 shares; 2025Q1: 7,402 shares; 2025Q2: 7,476 shares; 2025Q3: 7,529 shares; 2025Q4: 7,467 shares 7,467 $1.64M 0.08% -62 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: 7,856 shares; 2024Q4: 4,716 shares; 2025Q1: 4,381 shares; 2025Q2: 4,437 shares; 2025Q3: 4,345 shares; 2025Q4: 5,620 shares 5,620 $1.63M 0.08% +1,275 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,864 shares; 2024Q4: 46,825 shares; 2025Q1: 41,622 shares; 2025Q2: 39,831 shares; 2025Q3: 38,341 shares; 2025Q4: 69,499 shares 69,499 $1.61M 0.07% +31,158 Timeline DIVB 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: 14,116 shares; 2024Q4: 14,854 shares; 2025Q1: 18,948 shares; 2025Q2: 26,904 shares; 2025Q3: 28,276 shares; 2025Q4: 30,108 shares 30,108 $1.6M 0.07% +1,832 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 10,987 shares; 2025Q1: 11,049 shares; 2025Q2: 11,059 shares; 2025Q3: 11,116 shares; 2025Q4: 11,518 shares 11,518 $1.59M 0.07% +402 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: 3,373 shares; 2024Q4: 3,088 shares; 2025Q1: 3,087 shares; 2025Q2: 3,341 shares; 2025Q3: 3,472 shares; 2025Q4: 4,641 shares 4,641 $1.59M 0.07% +1,169 Timeline RWJ 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: 29,685 shares; 2024Q4: 30,711 shares; 2025Q1: 30,803 shares; 2025Q2: 31,289 shares; 2025Q3: 31,409 shares; 2025Q4: 31,927 shares 31,927 $1.56M 0.07% +518 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: 55,967 shares; 2024Q4: 35,313 shares; 2025Q1: 38,045 shares; 2025Q2: 47,071 shares; 2025Q3: 52,599 shares; 2025Q4: 62,185 shares 62,185 $1.55M 0.07% +9,586 Timeline RDVI 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: 40,894 shares; 2024Q4: 46,711 shares; 2025Q1: 44,707 shares; 2025Q2: 44,873 shares; 2025Q3: 44,404 shares; 2025Q4: 58,964 shares 58,964 $1.55M 0.07% +14,560 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: 10,143 shares; 2024Q4: 10,345 shares; 2025Q1: 10,385 shares; 2025Q2: 10,516 shares; 2025Q3: 10,564 shares; 2025Q4: 12,134 shares 12,134 $1.55M 0.07% +1,570 Timeline CALF 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: 25,831 shares; 2024Q4: 27,043 shares; 2025Q1: 30,265 shares; 2025Q2: 28,890 shares; 2025Q3: 25,387 shares; 2025Q4: 34,673 shares 34,673 $1.54M 0.07% +9,286 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 6,796 shares; 2025Q1: 6,690 shares; 2025Q2: 7,204 shares; 2025Q3: 7,164 shares; 2025Q4: 7,170 shares 7,170 $1.53M 0.07% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,258 shares; 2025Q4: 9,259 shares 9,259 $1.51M 0.07% -999 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,823 shares; 2025Q3: 27,480 shares; 2025Q4: 29,592 shares 29,592 $1.51M 0.07% +2,112 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,385 shares; 2025Q4: 16,331 shares 16,331 $1.51M 0.07% -54 Timeline VONV 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: 3,240 shares; 2024Q4: 3,165 shares; 2025Q1: 15,303 shares; 2025Q2: 16,147 shares; 2025Q3: 16,522 shares; 2025Q4: 16,143 shares 16,143 $1.49M 0.07% -379 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: 8,619 shares; 2024Q4: 6,379 shares; 2025Q1: 6,248 shares; 2025Q2: 6,191 shares; 2025Q3: 6,348 shares; 2025Q4: 6,486 shares 6,486 $1.48M 0.07% +138 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,152 shares; 2024Q4: 15,985 shares; 2025Q1: 16,101 shares; 2025Q2: 15,684 shares; 2025Q3: 14,770 shares; 2025Q4: 14,796 shares 14,796 $1.47M 0.07% +26 Timeline NLR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,934 shares; 2025Q3: 10,235 shares; 2025Q4: 11,824 shares 11,824 $1.47M 0.07% +1,589 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: 5,889 shares; 2024Q4: 1,518 shares; 2025Q1: 1,629 shares; 2025Q2: 1,636 shares; 2025Q3: 1,617 shares; 2025Q4: 3,542 shares 3,542 $1.46M 0.07% +1,925 Timeline FDL 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: 26,586 shares; 2024Q4: 28,187 shares; 2025Q1: 32,100 shares; 2025Q2: 30,423 shares; 2025Q3: 28,100 shares; 2025Q4: 32,556 shares 32,556 $1.44M 0.07% +4,456 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: 15,338 shares; 2024Q4: 14,896 shares; 2025Q1: 14,171 shares; 2025Q2: 13,845 shares; 2025Q3: 13,830 shares; 2025Q4: 19,488 shares 19,488 $1.44M 0.07% +5,658 Timeline IFRA 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: 5,068 shares; 2024Q4: 10,109 shares; 2025Q1: 10,269 shares; 2025Q2: 8,735 shares; 2025Q3: 24,654 shares; 2025Q4: 27,291 shares 27,291 $1.44M 0.07% +2,637 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: 6,485 shares; 2024Q4: 6,534 shares; 2025Q1: 6,453 shares; 2025Q2: 6,877 shares; 2025Q3: 6,809 shares; 2025Q4: 26,505 shares 26,505 $1.43M 0.07% +19,696 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: 70,120 shares; 2024Q4: 68,533 shares; 2025Q1: 70,072 shares; 2025Q2: 73,112 shares; 2025Q3: 73,545 shares; 2025Q4: 86,434 shares 86,434 $1.43M 0.07% +12,889 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,093 shares; 2024Q4: 15,573 shares; 2025Q1: 16,150 shares; 2025Q2: 22,028 shares; 2025Q3: 24,121 shares; 2025Q4: 25,050 shares 25,050 $1.43M 0.07% +929 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: 6,033 shares; 2024Q4: 6,036 shares; 2025Q1: 5,812 shares; 2025Q2: 6,368 shares; 2025Q3: 6,188 shares; 2025Q4: 6,208 shares 6,208 $1.42M 0.07% +20 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: 6,162 shares; 2024Q4: 6,340 shares; 2025Q1: 5,769 shares; 2025Q2: 7,855 shares; 2025Q3: 7,863 shares; 2025Q4: 7,984 shares 7,984 $1.42M 0.07% +121 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: 8,853 shares; 2024Q4: 3,516 shares; 2025Q1: 3,817 shares; 2025Q2: 4,123 shares; 2025Q3: 4,164 shares; 2025Q4: 4,297 shares 4,297 $1.41M 0.06% +133 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: 12,862 shares; 2024Q4: 13,098 shares; 2025Q1: 13,809 shares; 2025Q2: 14,029 shares; 2025Q3: 14,820 shares; 2025Q4: 19,629 shares 19,629 $1.4M 0.06% +4,809 Timeline FTGS 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: 25,929 shares; 2024Q4: 25,360 shares; 2025Q1: 30,944 shares; 2025Q2: 29,235 shares; 2025Q3: 28,863 shares; 2025Q4: 39,641 shares 39,641 $1.4M 0.06% +10,778 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: 35,255 shares; 2024Q4: 35,607 shares; 2025Q1: 32,705 shares; 2025Q2: 36,710 shares; 2025Q3: 36,758 shares; 2025Q4: 37,779 shares 37,779 $1.37M 0.06% +1,021 Timeline DOL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,096 shares; 2025Q4: 20,710 shares 20,710 $1.36M 0.06% +6,614 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: 13,215 shares; 2025Q1: 20,071 shares; 2025Q2: 37,738 shares; 2025Q3: 39,800 shares; 2025Q4: 42,464 shares 42,464 $1.36M 0.06% +2,664 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: 21,191 shares; 2024Q4: 13,581 shares; 2025Q1: 13,129 shares; 2025Q2: 12,370 shares; 2025Q3: 13,725 shares; 2025Q4: 15,513 shares 15,513 $1.35M 0.06% +1,788 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: 48,512 shares; 2024Q4: 49,332 shares; 2025Q1: 56,212 shares; 2025Q2: 55,062 shares; 2025Q3: 66,057 shares; 2025Q4: 66,759 shares 66,759 $1.35M 0.06% +702 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: 20,827 shares; 2024Q4: 22,148 shares; 2025Q1: 21,875 shares; 2025Q2: 21,429 shares; 2025Q3: 21,432 shares; 2025Q4: 21,332 shares 21,332 $1.34M 0.06% -100 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: 24,707 shares; 2024Q4: 19,822 shares; 2025Q1: 19,620 shares; 2025Q2: 16,354 shares; 2025Q3: 21,638 shares; 2025Q4: 22,961 shares 22,961 $1.33M 0.06% +1,323 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,647 shares; 2024Q4: 41,799 shares; 2025Q1: 43,624 shares; 2025Q2: 44,348 shares; 2025Q3: 43,539 shares; 2025Q4: 50,351 shares 50,351 $1.31M 0.06% +6,812 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,553 shares; 2024Q4: 16,781 shares; 2025Q1: 15,676 shares; 2025Q2: 15,003 shares; 2025Q3: 14,666 shares; 2025Q4: 15,148 shares 15,148 $1.3M 0.06% +482 Timeline FLRT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,372 shares 27,372 $1.29M 0.06% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 9,947 shares; 2025Q1: 9,603 shares; 2025Q2: 9,605 shares; 2025Q3: 10,138 shares; 2025Q4: 10,849 shares 10,849 $1.26M 0.06% +711 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: 11,660 shares; 2024Q4: 7,893 shares; 2025Q1: 8,532 shares; 2025Q2: 11,832 shares; 2025Q3: 15,777 shares; 2025Q4: 17,590 shares 17,590 $1.26M 0.06% +1,813 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: 10,037 shares; 2024Q4: 9,296 shares; 2025Q1: 10,440 shares; 2025Q2: 11,952 shares; 2025Q3: 11,179 shares; 2025Q4: 10,758 shares 10,758 $1.26M 0.06% -421 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: 22,511 shares; 2024Q4: 17,847 shares; 2025Q1: 15,611 shares; 2025Q2: 14,943 shares; 2025Q3: 15,919 shares; 2025Q4: 14,809 shares 14,809 $1.25M 0.06% -1,110 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: 11,949 shares; 2024Q4: 13,716 shares; 2025Q1: 12,708 shares; 2025Q2: 11,605 shares; 2025Q3: 10,181 shares; 2025Q4: 11,690 shares 11,690 $1.25M 0.06% +1,509 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: 18,659 shares; 2024Q4: 13,199 shares; 2025Q1: 15,214 shares; 2025Q2: 16,815 shares; 2025Q3: 18,410 shares; 2025Q4: 20,456 shares 20,456 $1.24M 0.06% +2,046 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: 2,541 shares; 2024Q4: 2,804 shares; 2025Q1: 2,814 shares; 2025Q2: 3,262 shares; 2025Q3: 3,597 shares; 2025Q4: 4,821 shares 4,821 $1.24M 0.06% +1,224 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 34,161 shares; 2025Q4: 34,685 shares 34,685 $1.23M 0.06% +524 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: 23,769 shares; 2024Q4: 34,081 shares; 2025Q1: 42,581 shares; 2025Q2: 43,581 shares; 2025Q3: 41,437 shares; 2025Q4: 41,437 shares 41,437 $1.21M 0.06% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 13,473 shares; 2025Q1: 18,880 shares; 2025Q2: 20,124 shares; 2025Q3: 19,977 shares; 2025Q4: 44,570 shares 44,570 $1.21M 0.06% +24,593 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: 19,979 shares; 2024Q4: 19,986 shares; 2025Q1: 19,750 shares; 2025Q2: 22,673 shares; 2025Q3: 22,812 shares; 2025Q4: 22,373 shares 22,373 $1.21M 0.06% -439 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: 7,674 shares; 2024Q4: 7,629 shares; 2025Q1: 7,200 shares; 2025Q2: 7,698 shares; 2025Q3: 7,159 shares; 2025Q4: 10,844 shares 10,844 $1.18M 0.05% +3,685 Timeline PWV 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: 16,786 shares; 2024Q4: 16,249 shares; 2025Q1: 16,418 shares; 2025Q2: 16,368 shares; 2025Q3: 17,381 shares; 2025Q4: 17,683 shares 17,683 $1.18M 0.05% +302 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,799 shares; 2025Q4: 1,737 shares 1,737 $1.18M 0.05% -62 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: 14,888 shares; 2024Q4: 16,004 shares; 2025Q1: 16,214 shares; 2025Q2: 15,769 shares; 2025Q3: 15,812 shares; 2025Q4: 15,685 shares 15,685 $1.16M 0.05% -127 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: 8,925 shares; 2024Q4: 9,111 shares; 2025Q1: 8,601 shares; 2025Q2: 8,912 shares; 2025Q3: 8,847 shares; 2025Q4: 9,877 shares 9,877 $1.16M 0.05% +1,030 Timeline IONQ IONQ INC More: the full row for IONQ 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: 7,362 shares; 2025Q3: 23,762 shares; 2025Q4: 25,719 shares 25,719 $1.15M 0.05% +1,957 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: 16,187 shares; 2024Q4: 16,204 shares; 2025Q1: 16,220 shares; 2025Q2: 17,112 shares; 2025Q3: 18,895 shares; 2025Q4: 24,569 shares 24,569 $1.15M 0.05% +5,674 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: 110,935 shares; 2024Q4: 14,205 shares; 2025Q1: 16,262 shares; 2025Q2: 21,371 shares; 2025Q3: 28,746 shares; 2025Q4: 27,847 shares 27,847 $1.15M 0.05% -899 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: 22,216 shares; 2024Q4: 12,140 shares; 2025Q1: 13,775 shares; 2025Q2: 12,952 shares; 2025Q3: 12,179 shares; 2025Q4: 12,227 shares 12,227 $1.14M 0.05% +48 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,700 shares; 2024Q4: 72,216 shares; 2025Q1: 74,258 shares; 2025Q2: 72,888 shares; 2025Q3: 69,345 shares; 2025Q4: 64,214 shares 64,214 $1.14M 0.05% -5,131 Timeline COWG 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: not reported; 2024Q4: not reported; 2025Q1: 24,927 shares; 2025Q2: 39,285 shares; 2025Q3: 36,388 shares; 2025Q4: 31,933 shares 31,933 $1.12M 0.05% -4,455 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 8,370 shares; 2025Q1: 8,684 shares; 2025Q2: 8,742 shares; 2025Q3: 8,742 shares; 2025Q4: 11,720 shares 11,720 $1.11M 0.05% +2,978 Timeline VIS 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: 3,715 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,515 shares; 2025Q4: 3,728 shares 3,728 $1.11M 0.05% +213 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: 12,615 shares; 2024Q4: 8,561 shares; 2025Q1: 8,354 shares; 2025Q2: 8,267 shares; 2025Q3: 8,232 shares; 2025Q4: 8,259 shares 8,259 $1.1M 0.05% +27 Timeline SKYY 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: 11,746 shares; 2024Q4: 10,428 shares; 2025Q1: 10,311 shares; 2025Q2: 10,226 shares; 2025Q3: 8,756 shares; 2025Q4: 8,474 shares 8,474 $1.1M 0.05% -282 Timeline AUSF 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: 17,146 shares; 2025Q4: 23,726 shares 23,726 $1.1M 0.05% +6,580 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,257 shares; 2025Q1: 3,348 shares; 2025Q2: 3,849 shares; 2025Q3: 2,716 shares; 2025Q4: 10,636 shares 10,636 $1.09M 0.05% +7,920 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: 10,787 shares; 2024Q4: 5,677 shares; 2025Q1: 5,696 shares; 2025Q2: 5,520 shares; 2025Q3: 5,351 shares; 2025Q4: 5,577 shares 5,577 $1.09M 0.05% +226 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: not reported; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 1,562 shares; 2025Q3: 1,817 shares; 2025Q4: 1,419 shares 1,419 $1.09M 0.05% -398 Timeline SPYX 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: 13,513 shares; 2024Q4: 13,213 shares; 2025Q1: 14,150 shares; 2025Q2: 14,498 shares; 2025Q3: 14,507 shares; 2025Q4: 19,268 shares 19,268 $1.08M 0.05% +4,761 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: 5,771 shares; 2024Q4: 3,484 shares; 2025Q1: 2,280 shares; 2025Q2: 1,688 shares; 2025Q3: 7,800 shares; 2025Q4: 9,060 shares 9,060 $1.08M 0.05% +1,260 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: 6,360 shares; 2024Q4: 6,110 shares; 2025Q1: 7,779 shares; 2025Q2: 8,425 shares; 2025Q3: 8,492 shares; 2025Q4: 11,216 shares 11,216 $1.08M 0.05% +2,724 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: 3,529 shares; 2024Q4: 3,548 shares; 2025Q1: 9,857 shares; 2025Q2: 10,437 shares; 2025Q3: 10,703 shares; 2025Q4: 11,097 shares 11,097 $1.08M 0.05% +394 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: 3,596 shares; 2024Q4: 3,626 shares; 2025Q1: 3,735 shares; 2025Q2: 4,243 shares; 2025Q3: 4,023 shares; 2025Q4: 4,160 shares 4,160 $1.07M 0.05% +137 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: 3,422 shares; 2024Q4: 1,452 shares; 2025Q1: 1,725 shares; 2025Q2: 1,110 shares; 2025Q3: 1,169 shares; 2025Q4: 1,215 shares 1,215 $1.07M 0.05% +46 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 211 shares; 2025Q4: 1,059 shares 1,059 $1.07M 0.05% +848 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: 14,890 shares; 2024Q4: 20,854 shares; 2025Q1: 22,783 shares; 2025Q2: 19,460 shares; 2025Q3: 19,809 shares; 2025Q4: 20,210 shares 20,210 $1.07M 0.05% +401 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: 2,058 shares; 2024Q4: 1,344 shares; 2025Q1: 1,278 shares; 2025Q2: 1,302 shares; 2025Q3: 2,133 shares; 2025Q4: 3,046 shares 3,046 $1.07M 0.05% +913 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,071 shares; 2024Q4: 18,783 shares; 2025Q1: 18,832 shares; 2025Q2: 18,917 shares; 2025Q3: 17,840 shares; 2025Q4: 20,940 shares 20,940 $1.07M 0.05% +3,100 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: 21,836 shares; 2024Q4: 11,169 shares; 2025Q1: 13,076 shares; 2025Q2: 15,619 shares; 2025Q3: 15,251 shares; 2025Q4: 16,647 shares 16,647 $1.06M 0.05% +1,396 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 7,784 shares; 2025Q1: 7,807 shares; 2025Q2: 8,131 shares; 2025Q3: 8,732 shares; 2025Q4: 10,981 shares 10,981 $1.06M 0.05% +2,249 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: 13,358 shares; 2024Q4: 13,670 shares; 2025Q1: 13,492 shares; 2025Q2: 25,864 shares; 2025Q3: 25,064 shares; 2025Q4: 26,222 shares 26,222 $1.05M 0.05% +1,158 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 12,148 shares; 2025Q1: 9,900 shares; 2025Q2: 9,609 shares; 2025Q3: 8,205 shares; 2025Q4: 13,330 shares 13,330 $1.05M 0.05% +5,125 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 2,391 shares; 2025Q2: 5,544 shares; 2025Q3: 6,084 shares; 2025Q4: 6,024 shares 6,024 $1.04M 0.05% -60 Timeline TCAL 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: not reported; 2025Q2: not reported; 2025Q3: 19,885 shares; 2025Q4: 44,067 shares 44,067 $1.04M 0.05% +24,182 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: 4,304 shares; 2024Q4: 4,207 shares; 2025Q1: 4,171 shares; 2025Q2: 3,632 shares; 2025Q3: 3,630 shares; 2025Q4: 3,683 shares 3,683 $1.03M 0.05% +53 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: 35,829 shares; 2024Q4: 35,209 shares; 2025Q1: 34,468 shares; 2025Q2: 8,813 shares; 2025Q3: 12,070 shares; 2025Q4: 20,110 shares 20,110 $1.02M 0.05% +8,040 Timeline FTXL 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: 9,349 shares; 2024Q4: 9,014 shares; 2025Q1: 8,232 shares; 2025Q2: 7,898 shares; 2025Q3: 7,592 shares; 2025Q4: 7,843 shares 7,843 $1.02M 0.05% +251 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,139 shares; 2025Q1: 20,139 shares; 2025Q2: 20,139 shares; 2025Q3: 20,139 shares; 2025Q4: 20,188 shares 20,188 $1.02M 0.05% +49 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: 3,160 shares; 2024Q4: 4,784 shares; 2025Q1: 5,218 shares; 2025Q2: 5,970 shares; 2025Q3: 6,974 shares; 2025Q4: 7,495 shares 7,495 $1.01M 0.05% +521 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: 8,793 shares; 2024Q4: 9,172 shares; 2025Q1: 8,815 shares; 2025Q2: 10,601 shares; 2025Q3: 10,348 shares; 2025Q4: 10,209 shares 10,209 $1.01M 0.05% -139 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: 4,528 shares; 2024Q4: 4,522 shares; 2025Q1: 4,496 shares; 2025Q2: 4,186 shares; 2025Q3: 4,362 shares; 2025Q4: 13,359 shares 13,359 $1.01M 0.05% +8,997 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,311 shares 36,311 $1M 0.05% new 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: 1,548 shares; 2024Q4: 1,738 shares; 2025Q1: 1,712 shares; 2025Q2: 1,692 shares; 2025Q3: 2,113 shares; 2025Q4: 2,981 shares 2,981 $1M 0.05% +868 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,373 shares; 2025Q1: 11,158 shares; 2025Q2: 13,018 shares; 2025Q3: 13,438 shares; 2025Q4: 24,417 shares 24,417 $1M 0.05% +10,979 Timeline FPEI 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: 85,065 shares; 2024Q4: 89,105 shares; 2025Q1: 90,197 shares; 2025Q2: 53,912 shares; 2025Q3: 52,090 shares; 2025Q4: 51,310 shares 51,310 $995K 0.05% -780 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: not reported; 2024Q4: 8,097 shares; 2025Q1: 10,950 shares; 2025Q2: 13,612 shares; 2025Q3: 18,363 shares; 2025Q4: 20,028 shares 20,028 $994K 0.05% +1,665 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: 5,217 shares; 2024Q4: 5,451 shares; 2025Q1: 5,340 shares; 2025Q2: 5,224 shares; 2025Q3: 5,145 shares; 2025Q4: 7,485 shares 7,485 $993K 0.05% +2,340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,005 shares 11,005 $990K 0.05% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 3,902 shares; 2025Q1: 3,655 shares; 2025Q2: 4,025 shares; 2025Q3: 6,670 shares; 2025Q4: 6,671 shares 6,671 $986K 0.05% +1 Timeline FGD 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: 16,693 shares; 2024Q4: 16,729 shares; 2025Q1: 16,876 shares; 2025Q2: 23,774 shares; 2025Q3: 25,732 shares; 2025Q4: 32,552 shares 32,552 $985K 0.05% +6,820 Timeline FBT 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: 1,177 shares; 2024Q4: not reported; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 4,739 shares 4,739 $979K 0.05% +3,568 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: not reported; 2025Q4: 19,564 shares 19,564 $973K 0.04% new Timeline SPHD 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: 17,126 shares; 2024Q4: 17,433 shares; 2025Q1: 17,452 shares; 2025Q2: 17,422 shares; 2025Q3: 16,198 shares; 2025Q4: 20,240 shares 20,240 $971K 0.04% +4,042 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: 51,623 shares; 2024Q4: 52,210 shares; 2025Q1: 48,634 shares; 2025Q2: 48,634 shares; 2025Q3: 49,558 shares; 2025Q4: 49,568 shares 49,568 $970K 0.04% +10 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,923 shares; 2025Q1: 2,880 shares; 2025Q2: 2,653 shares; 2025Q3: 2,581 shares; 2025Q4: 2,491 shares 2,491 $969K 0.04% -90 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,362 shares; 2025Q1: 11,663 shares; 2025Q2: 11,544 shares; 2025Q3: 26,997 shares; 2025Q4: 27,910 shares 27,910 $967K 0.04% +913 Timeline FLTR 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: 40,287 shares; 2024Q4: 40,315 shares; 2025Q1: 40,945 shares; 2025Q2: 41,563 shares; 2025Q3: 40,814 shares; 2025Q4: 37,763 shares 37,763 $962K 0.04% -3,051 Timeline XSMO 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: 12,303 shares; 2024Q4: 13,228 shares; 2025Q1: 13,362 shares; 2025Q2: 13,104 shares; 2025Q3: 13,107 shares; 2025Q4: 13,339 shares 13,339 $961K 0.04% +232 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: 3,169 shares; 2024Q4: 3,088 shares; 2025Q1: 3,160 shares; 2025Q2: 3,144 shares; 2025Q3: 3,166 shares; 2025Q4: 4,518 shares 4,518 $957K 0.04% +1,352 Timeline FNCL 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: 12,353 shares; 2024Q4: 12,356 shares; 2025Q1: 12,359 shares; 2025Q2: 12,362 shares; 2025Q3: 12,365 shares; 2025Q4: 12,292 shares 12,292 $956K 0.04% -73 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 356 shares; 2025Q1: 293 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 278 shares 278 $943K 0.04% +2 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: 134 shares; 2024Q4: 164 shares; 2025Q1: 165 shares; 2025Q2: 173 shares; 2025Q3: 188 shares; 2025Q4: 175 shares 175 $938K 0.04% -13 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,733 shares; 2025Q4: 24,623 shares 24,623 $925K 0.04% -110 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,672 shares; 2025Q1: 1,470 shares; 2025Q2: 1,592 shares; 2025Q3: 3,522 shares; 2025Q4: 2,913 shares 2,913 $917K 0.04% -609 Timeline EZM 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: 16,618 shares; 2024Q4: 16,414 shares; 2025Q1: 16,318 shares; 2025Q2: 13,867 shares; 2025Q3: 13,920 shares; 2025Q4: 13,711 shares 13,711 $916K 0.04% -209 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 5,595 shares; 2025Q1: 5,209 shares; 2025Q2: 5,259 shares; 2025Q3: 4,247 shares; 2025Q4: 6,089 shares 6,089 $907K 0.04% +1,842 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: 26,845 shares; 2024Q4: 12,599 shares; 2025Q1: 12,005 shares; 2025Q2: 11,167 shares; 2025Q3: 10,319 shares; 2025Q4: 10,758 shares 10,758 $906K 0.04% +439 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,995 shares; 2024Q4: 15,417 shares; 2025Q1: 15,682 shares; 2025Q2: 17,414 shares; 2025Q3: 19,556 shares; 2025Q4: 19,708 shares 19,708 $904K 0.04% +152 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: 22,145 shares; 2024Q4: 20,588 shares; 2025Q1: 20,588 shares; 2025Q2: 20,653 shares; 2025Q3: 19,831 shares; 2025Q4: 19,382 shares 19,382 $901K 0.04% -449 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: 2,500 shares; 2024Q4: not reported; 2025Q1: 2,399 shares; 2025Q2: 2,138 shares; 2025Q3: 2,173 shares; 2025Q4: 3,136 shares 3,136 $895K 0.04% +963 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,325 shares; 2025Q2: 27,327 shares; 2025Q3: 29,127 shares; 2025Q4: 34,847 shares 34,847 $890K 0.04% +5,720 Timeline FLRN 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: 15,650 shares; 2024Q4: 27,034 shares; 2025Q1: 30,099 shares; 2025Q2: 30,105 shares; 2025Q3: 29,462 shares; 2025Q4: 28,904 shares 28,904 $888K 0.04% -558 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,925 shares; 2025Q4: 22,841 shares 22,841 $881K 0.04% +11,916 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: 15,528 shares; 2024Q4: 10,222 shares; 2025Q1: 10,051 shares; 2025Q2: 9,679 shares; 2025Q3: 9,455 shares; 2025Q4: 11,041 shares 11,041 $880K 0.04% +1,586 Timeline QGRW 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: 11,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,689 shares; 2025Q3: 9,593 shares; 2025Q4: 14,955 shares 14,955 $877K 0.04% +5,362 Timeline DLN 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: 7,954 shares; 2024Q4: 7,962 shares; 2025Q1: 7,641 shares; 2025Q2: 7,540 shares; 2025Q3: 8,048 shares; 2025Q4: 9,906 shares 9,906 $872K 0.04% +1,858 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,096 shares; 2025Q2: 10,591 shares; 2025Q3: 11,228 shares; 2025Q4: 12,863 shares 12,863 $870K 0.04% +1,635 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: 10,158 shares; 2024Q4: 4,373 shares; 2025Q1: 3,933 shares; 2025Q2: 3,774 shares; 2025Q3: 3,735 shares; 2025Q4: 3,721 shares 3,721 $861K 0.04% -14 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 6,977 shares; 2025Q1: 7,081 shares; 2025Q2: 7,826 shares; 2025Q3: 7,043 shares; 2025Q4: 17,221 shares 17,221 $852K 0.04% +10,178 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,444 shares; 2025Q1: 4,420 shares; 2025Q2: 4,470 shares; 2025Q3: 5,088 shares; 2025Q4: 8,708 shares 8,708 $852K 0.04% +3,620 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,026 shares; 2024Q4: 13,835 shares; 2025Q1: 15,904 shares; 2025Q2: 16,031 shares; 2025Q3: 20,029 shares; 2025Q4: 31,101 shares 31,101 $852K 0.04% +11,072 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: 14,762 shares; 2024Q4: 6,416 shares; 2025Q1: 6,816 shares; 2025Q2: 7,310 shares; 2025Q3: 7,267 shares; 2025Q4: 7,365 shares 7,365 $849K 0.04% +98 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,603 shares; 2025Q1: 4,603 shares; 2025Q2: 4,603 shares; 2025Q3: 4,626 shares; 2025Q4: 4,599 shares 4,599 $849K 0.04% -27 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,111 shares; 2025Q1: 8,006 shares; 2025Q2: 8,093 shares; 2025Q3: 8,222 shares; 2025Q4: 12,166 shares 12,166 $848K 0.04% +3,944 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,030 shares 16,030 $848K 0.04% new Timeline CDC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,823 shares 12,823 $845K 0.04% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 13,448 shares; 2025Q1: 10,668 shares; 2025Q2: 10,668 shares; 2025Q3: 10,668 shares; 2025Q4: 12,320 shares 12,320 $842K 0.04% +1,652 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,743 shares 21,743 $834K 0.04% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,039 shares; 2025Q1: 2,040 shares; 2025Q2: 1,574 shares; 2025Q3: 2,505 shares; 2025Q4: 5,415 shares 5,415 $829K 0.04% +2,910 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: 2,074 shares; 2024Q4: 2,289 shares; 2025Q1: 2,275 shares; 2025Q2: 2,574 shares; 2025Q3: 2,652 shares; 2025Q4: 2,651 shares 2,651 $828K 0.04% -1 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,939 shares; 2024Q4: 17,854 shares; 2025Q1: 17,579 shares; 2025Q2: 17,579 shares; 2025Q3: 17,579 shares; 2025Q4: 18,521 shares 18,521 $821K 0.04% +942 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: 4,923 shares; 2024Q4: 4,382 shares; 2025Q1: 4,446 shares; 2025Q2: 4,982 shares; 2025Q3: 5,221 shares; 2025Q4: 5,115 shares 5,115 $820K 0.04% -106 Timeline GOVT 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: 23,921 shares; 2024Q4: 23,199 shares; 2025Q1: 19,647 shares; 2025Q2: 22,866 shares; 2025Q3: 30,375 shares; 2025Q4: 35,566 shares 35,566 $819K 0.04% +5,191 Timeline DSI 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: 4,967 shares; 2024Q4: 4,564 shares; 2025Q1: 5,175 shares; 2025Q2: 5,261 shares; 2025Q3: 4,537 shares; 2025Q4: 6,296 shares 6,296 $811K 0.04% +1,759 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: 1,278 shares; 2024Q4: 824 shares; 2025Q1: 2,349 shares; 2025Q2: 3,301 shares; 2025Q3: 3,400 shares; 2025Q4: 3,014 shares 3,014 $809K 0.04% -386 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: 3,970 shares; 2024Q4: 4,055 shares; 2025Q1: 4,511 shares; 2025Q2: 4,296 shares; 2025Q3: 4,423 shares; 2025Q4: 5,688 shares 5,688 $803K 0.04% +1,265 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,652 shares; 2025Q3: 10,384 shares; 2025Q4: 12,324 shares 12,324 $799K 0.04% +1,940 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 4,265 shares; 2025Q1: 4,089 shares; 2025Q2: 4,376 shares; 2025Q3: 4,291 shares; 2025Q4: 4,295 shares 4,295 $797K 0.04% +4 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,287 shares; 2024Q4: 25,683 shares; 2025Q1: 24,445 shares; 2025Q2: 29,306 shares; 2025Q3: 29,331 shares; 2025Q4: 29,354 shares 29,354 $796K 0.04% +23 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: 12,709 shares; 2024Q4: 10,962 shares; 2025Q1: 10,759 shares; 2025Q2: 9,318 shares; 2025Q3: 8,850 shares; 2025Q4: 8,675 shares 8,675 $789K 0.04% -175 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,705 shares; 2024Q4: 35,817 shares; 2025Q1: 35,711 shares; 2025Q2: 36,808 shares; 2025Q3: 36,936 shares; 2025Q4: 60,704 shares 60,704 $782K 0.04% +23,768 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,918 shares; 2024Q4: 13,581 shares; 2025Q1: 15,658 shares; 2025Q2: 15,172 shares; 2025Q3: 18,194 shares; 2025Q4: 19,535 shares 19,535 $776K 0.04% +1,341 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: 9,559 shares; 2024Q4: 8,993 shares; 2025Q1: 7,839 shares; 2025Q2: 7,819 shares; 2025Q3: 7,694 shares; 2025Q4: 7,741 shares 7,741 $773K 0.04% +47 Timeline RPG 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: 19,701 shares; 2024Q4: 17,954 shares; 2025Q1: 17,955 shares; 2025Q2: 17,123 shares; 2025Q3: 16,499 shares; 2025Q4: 16,499 shares 16,499 $770K 0.04% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,417 shares 15,417 $769K 0.04% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 4,513 shares; 2025Q1: 4,929 shares; 2025Q2: 6,422 shares; 2025Q3: 6,696 shares; 2025Q4: 7,882 shares 7,882 $763K 0.04% +1,186 Timeline DXJ 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: 4,636 shares; 2024Q4: 3,929 shares; 2025Q1: 4,599 shares; 2025Q2: 5,290 shares; 2025Q3: 5,395 shares; 2025Q4: 5,292 shares 5,292 $763K 0.04% -103 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 19,799 shares; 2025Q1: 19,775 shares; 2025Q2: 19,681 shares; 2025Q3: 16,454 shares; 2025Q4: 15,557 shares 15,557 $758K 0.03% -897 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: 10,371 shares; 2024Q4: 3,236 shares; 2025Q1: 3,206 shares; 2025Q2: 2,985 shares; 2025Q3: 3,800 shares; 2025Q4: 4,369 shares 4,369 $758K 0.03% +569 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: 18 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,463 shares; 2024Q4: 12,463 shares; 2025Q1: 12,463 shares; 2025Q2: 12,463 shares; 2025Q3: 12,463 shares; 2025Q4: 38,810 shares 38,810 $745K 0.03% +26,347 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,869 shares 16,869 $745K 0.03% new Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 26,802 shares 26,802 $737K 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 3,258 shares; 2025Q1: 2,908 shares; 2025Q2: 2,785 shares; 2025Q3: 2,772 shares; 2025Q4: 4,190 shares 4,190 $736K 0.03% +1,418 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 421 shares; 2025Q1: 467 shares; 2025Q2: 488 shares; 2025Q3: 497 shares; 2025Q4: 903 shares 903 $731K 0.03% +406 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: 20,530 shares; 2024Q4: 8,697 shares; 2025Q1: 10,084 shares; 2025Q2: 9,941 shares; 2025Q3: 8,927 shares; 2025Q4: 9,865 shares 9,865 $726K 0.03% +938 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: 3,725 shares; 2024Q4: 3,454 shares; 2025Q1: 3,803 shares; 2025Q2: 3,752 shares; 2025Q3: 3,706 shares; 2025Q4: 5,139 shares 5,139 $725K 0.03% +1,433 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,255 shares 11,255 $725K 0.03% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,682 shares; 2024Q4: 10,932 shares; 2025Q1: 10,915 shares; 2025Q2: 10,757 shares; 2025Q3: 10,757 shares; 2025Q4: 11,067 shares 11,067 $725K 0.03% +310 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,371 shares 19,371 $724K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,751 shares; 2025Q1: 4,780 shares; 2025Q2: 4,301 shares; 2025Q3: 4,288 shares; 2025Q4: 4,680 shares 4,680 $724K 0.03% +392 Timeline JMEE 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: 8,646 shares; 2025Q1: 9,704 shares; 2025Q2: 10,524 shares; 2025Q3: 10,682 shares; 2025Q4: 11,167 shares 11,167 $719K 0.03% +485 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,936 shares 8,936 $718K 0.03% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,525 shares; 2025Q3: 6,600 shares; 2025Q4: 6,912 shares 6,912 $717K 0.03% +312 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: 4,205 shares; 2024Q4: 5,110 shares; 2025Q1: 5,441 shares; 2025Q2: 5,841 shares; 2025Q3: 5,966 shares; 2025Q4: 6,765 shares 6,765 $715K 0.03% +799 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: 24,247 shares; 2024Q4: 25,295 shares; 2025Q1: 25,175 shares; 2025Q2: 24,902 shares; 2025Q3: 29,729 shares; 2025Q4: 29,246 shares 29,246 $713K 0.03% -483 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 2,097 shares; 2025Q1: 2,133 shares; 2025Q2: 2,352 shares; 2025Q3: 2,404 shares; 2025Q4: 2,464 shares 2,464 $708K 0.03% +60 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: 3,877 shares; 2024Q4: 3,803 shares; 2025Q1: 3,439 shares; 2025Q2: 3,450 shares; 2025Q3: 3,554 shares; 2025Q4: 3,875 shares 3,875 $702K 0.03% +321 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 5,289 shares; 2025Q1: 4,972 shares; 2025Q2: 6,104 shares; 2025Q3: 6,110 shares; 2025Q4: 6,215 shares 6,215 $702K 0.03% +105 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: 5,627 shares; 2024Q4: 5,694 shares; 2025Q1: 3,398 shares; 2025Q2: 3,438 shares; 2025Q3: 4,120 shares; 2025Q4: 3,603 shares 3,603 $700K 0.03% -517 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: 17,672 shares; 2024Q4: 18,403 shares; 2025Q1: 18,099 shares; 2025Q2: 18,335 shares; 2025Q3: 18,637 shares; 2025Q4: 20,067 shares 20,067 $697K 0.03% +1,430 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: 24,715 shares; 2024Q4: 9,867 shares; 2025Q1: 7,251 shares; 2025Q2: 6,443 shares; 2025Q3: 7,442 shares; 2025Q4: 12,907 shares 12,907 $694K 0.03% +5,465 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: 14,715 shares; 2024Q4: 13,732 shares; 2025Q1: 12,376 shares; 2025Q2: 11,924 shares; 2025Q3: 11,725 shares; 2025Q4: 8,245 shares 8,245 $691K 0.03% -3,480 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,561 shares; 2025Q4: 14,596 shares 14,596 $690K 0.03% +35 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 28,308 shares; 2025Q4: 27,103 shares 27,103 $687K 0.03% -1,205 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: 14,260 shares; 2024Q4: 15,035 shares; 2025Q1: 17,910 shares; 2025Q2: 15,564 shares; 2025Q3: 15,670 shares; 2025Q4: 17,049 shares 17,049 $686K 0.03% +1,379 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,481 shares 32,481 $685K 0.03% new 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: 1,814 shares; 2024Q4: 2,285 shares; 2025Q1: 2,355 shares; 2025Q2: 2,525 shares; 2025Q3: 2,429 shares; 2025Q4: 2,834 shares 2,834 $684K 0.03% +405 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: 12,839 shares; 2024Q4: 16,188 shares; 2025Q1: 14,266 shares; 2025Q2: 14,022 shares; 2025Q3: 13,784 shares; 2025Q4: 13,421 shares 13,421 $675K 0.03% -363 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 3,901 shares; 2025Q1: 3,900 shares; 2025Q2: 4,196 shares; 2025Q3: 3,524 shares; 2025Q4: 4,143 shares 4,143 $674K 0.03% +619 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: not reported; 2025Q4: 13,198 shares 13,198 $671K 0.03% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares; 2025Q3: 6,744 shares; 2025Q4: 7,854 shares 7,854 $669K 0.03% +1,110 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 10,715 shares; 2025Q1: 9,518 shares; 2025Q2: 9,012 shares; 2025Q3: 9,092 shares; 2025Q4: 8,660 shares 8,660 $666K 0.03% -432 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,158 shares; 2025Q4: 21,760 shares 21,760 $663K 0.03% +8,602 Timeline DAPP 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: 28,116 shares; 2024Q4: 26,078 shares; 2025Q1: 27,524 shares; 2025Q2: 30,200 shares; 2025Q3: 31,775 shares; 2025Q4: 40,060 shares 40,060 $662K 0.03% +8,285 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 3,333 shares; 2025Q4: 6,799 shares 6,799 $660K 0.03% +3,466 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270 $659K 0.03% 0 Timeline LGOV 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: 134,249 shares; 2024Q4: 127,228 shares; 2025Q1: 105,291 shares; 2025Q2: 19,658 shares; 2025Q3: 26,368 shares; 2025Q4: 30,136 shares 30,136 $658K 0.03% +3,768 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES 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: 30,046 shares 30,046 $649K 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,100 shares; 2025Q4: 1,075 shares 1,075 $649K 0.03% -25 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: 1,514 shares; 2024Q4: 1,499 shares; 2025Q1: 1,491 shares; 2025Q2: 1,491 shares; 2025Q3: 1,478 shares; 2025Q4: 1,727 shares 1,727 $645K 0.03% +249 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 13,708 shares; 2025Q4: 17,787 shares 17,787 $642K 0.03% +4,079 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: 636 shares; 2024Q4: 530 shares; 2025Q1: 500 shares; 2025Q2: 586 shares; 2025Q3: 543 shares; 2025Q4: 596 shares 596 $637K 0.03% +53 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: 21,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,622 shares 7,622 $631K 0.03% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,796 shares; 2024Q4: 5,606 shares; 2025Q1: 6,218 shares; 2025Q2: 6,533 shares; 2025Q3: 8,163 shares; 2025Q4: 7,390 shares 7,390 $628K 0.03% -773 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: 904 shares; 2024Q4: 887 shares; 2025Q1: 1,111 shares; 2025Q2: 1,169 shares; 2025Q3: 1,152 shares; 2025Q4: 1,346 shares 1,346 $627K 0.03% +194 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 5,130 shares; 2025Q4: 11,480 shares 11,480 $620K 0.03% +6,350 Timeline GDXJ 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: 7,481 shares; 2024Q4: 7,092 shares; 2025Q1: 6,871 shares; 2025Q2: 5,833 shares; 2025Q3: 5,797 shares; 2025Q4: 5,432 shares 5,432 $618K 0.03% -365 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,368 shares; 2025Q3: 14,402 shares; 2025Q4: 34,213 shares 34,213 $617K 0.03% +19,811 Timeline IXC 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: 18,944 shares; 2024Q4: 18,947 shares; 2025Q1: 18,842 shares; 2025Q2: 19,454 shares; 2025Q3: 19,117 shares; 2025Q4: 14,663 shares 14,663 $615K 0.03% -4,454 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,144 shares 6,144 $614K 0.03% new Timeline BSCS 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: 27,850 shares; 2024Q4: 28,700 shares; 2025Q1: 28,700 shares; 2025Q2: 28,700 shares; 2025Q3: 29,740 shares; 2025Q4: 29,740 shares 29,740 $613K 0.03% 0 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: 13,043 shares; 2024Q4: 13,043 shares; 2025Q1: 13,043 shares; 2025Q2: 16,043 shares; 2025Q3: 17,043 shares; 2025Q4: 17,043 shares 17,043 $612K 0.03% 0 Timeline IHI 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: 3,696 shares; 2024Q4: not reported; 2025Q1: 4,001 shares; 2025Q2: 4,403 shares; 2025Q3: 4,340 shares; 2025Q4: 9,743 shares 9,743 $606K 0.03% +5,403 Timeline QYLD 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: 19,608 shares; 2024Q4: 18,069 shares; 2025Q1: 19,269 shares; 2025Q2: 27,448 shares; 2025Q3: 30,160 shares; 2025Q4: 34,221 shares 34,221 $605K 0.03% +4,061 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,630 shares; 2024Q4: 12,149 shares; 2025Q1: 11,972 shares; 2025Q2: 12,679 shares; 2025Q3: 12,164 shares; 2025Q4: 11,008 shares 11,008 $603K 0.03% -1,156 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS 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: 75,675 shares 75,675 $594K 0.03% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,662 shares; 2024Q4: 14,884 shares; 2025Q1: 12,738 shares; 2025Q2: 13,140 shares; 2025Q3: 14,830 shares; 2025Q4: 12,068 shares 12,068 $593K 0.03% -2,762 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 794 shares; 2025Q1: 1,817 shares; 2025Q2: 2,047 shares; 2025Q3: 2,369 shares; 2025Q4: 1,994 shares 1,994 $590K 0.03% -375 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 3,839 shares; 2025Q1: 3,842 shares; 2025Q2: 3,828 shares; 2025Q3: 3,831 shares; 2025Q4: 4,190 shares 4,190 $584K 0.03% +359 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,762 shares; 2024Q4: 9,762 shares; 2025Q1: 9,762 shares; 2025Q2: 9,662 shares; 2025Q3: 9,662 shares; 2025Q4: 9,412 shares 9,412 $582K 0.03% -250 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,525 shares; 2024Q4: 12,150 shares; 2025Q1: 12,769 shares; 2025Q2: 10,986 shares; 2025Q3: 7,650 shares; 2025Q4: 11,436 shares 11,436 $578K 0.03% +3,786 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 7,195 shares; 2025Q3: 11,679 shares; 2025Q4: 15,648 shares 15,648 $576K 0.03% +3,969 Timeline SPGM 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: 6,782 shares; 2024Q4: 6,891 shares; 2025Q1: 6,942 shares; 2025Q2: 7,355 shares; 2025Q3: 8,024 shares; 2025Q4: 7,493 shares 7,493 $575K 0.03% -531 Timeline VLU 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: 3,157 shares; 2024Q4: 3,169 shares; 2025Q1: 3,108 shares; 2025Q2: 3,120 shares; 2025Q3: 2,714 shares; 2025Q4: 2,717 shares 2,717 $572K 0.03% +3 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: 13,536 shares; 2024Q4: 15,605 shares; 2025Q1: 15,960 shares; 2025Q2: 14,191 shares; 2025Q3: 14,170 shares; 2025Q4: 20,736 shares 20,736 $570K 0.03% +6,566 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,487 shares; 2025Q1: 4,422 shares; 2025Q2: 4,091 shares; 2025Q3: 4,079 shares; 2025Q4: 4,026 shares 4,026 $568K 0.03% -53 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,703 shares; 2025Q4: 22,800 shares 22,800 $567K 0.03% +97 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,583 shares 2,583 $567K 0.03% new Timeline FFIV F5 INC More: the full row for F5 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: 2,216 shares 2,216 $566K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,380 shares; 2024Q4: 4,498 shares; 2025Q1: 4,259 shares; 2025Q2: 4,093 shares; 2025Q3: 4,100 shares; 2025Q4: 4,376 shares 4,376 $565K 0.03% +276 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: 13,399 shares; 2024Q4: 13,113 shares; 2025Q1: 12,934 shares; 2025Q2: 12,250 shares; 2025Q3: 12,255 shares; 2025Q4: 12,260 shares 12,260 $563K 0.03% +5 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 9,102 shares; 2025Q1: 10,380 shares; 2025Q2: 7,754 shares; 2025Q3: 6,781 shares; 2025Q4: 7,684 shares 7,684 $558K 0.03% +903 Timeline IGF 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: 3,864 shares; 2024Q4: 3,889 shares; 2025Q1: 3,985 shares; 2025Q2: 4,412 shares; 2025Q3: 5,630 shares; 2025Q4: 9,081 shares 9,081 $557K 0.03% +3,451 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,199 shares; 2025Q2: 2,119 shares; 2025Q3: 2,738 shares; 2025Q4: 3,461 shares 3,461 $557K 0.03% +723 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: 52,099 shares; 2024Q4: 26,002 shares; 2025Q1: 21,028 shares; 2025Q2: 16,486 shares; 2025Q3: 14,557 shares; 2025Q4: 17,992 shares 17,992 $557K 0.03% +3,435 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 775 shares; 2025Q1: 670 shares; 2025Q2: 706 shares; 2025Q3: 489 shares; 2025Q4: 979 shares 979 $556K 0.03% +490 Timeline VDE 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: 4,464 shares; 2024Q4: 4,139 shares; 2025Q1: 4,146 shares; 2025Q2: 3,808 shares; 2025Q3: 3,745 shares; 2025Q4: 4,399 shares 4,399 $554K 0.03% +654 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,079 shares; 2024Q4: 39,490 shares; 2025Q1: 38,856 shares; 2025Q2: 35,579 shares; 2025Q3: 34,964 shares; 2025Q4: 33,470 shares 33,470 $553K 0.03% -1,494 Timeline BUFQ 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: 6,656 shares; 2025Q3: 6,645 shares; 2025Q4: 15,151 shares 15,151 $543K 0.03% +8,506 Timeline ICOP 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: 12,190 shares 12,190 $540K 0.02% new Timeline ULST 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: 16,534 shares; 2024Q4: 16,539 shares; 2025Q1: 17,842 shares; 2025Q2: 17,845 shares; 2025Q3: 15,738 shares; 2025Q4: 13,302 shares 13,302 $539K 0.02% -2,436 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,275 shares; 2025Q1: 12,115 shares; 2025Q2: 12,118 shares; 2025Q3: 11,977 shares; 2025Q4: 14,615 shares 14,615 $539K 0.02% +2,638 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,918 shares; 2025Q1: 4,185 shares; 2025Q2: 3,614 shares; 2025Q3: 3,644 shares; 2025Q4: 4,063 shares 4,063 $538K 0.02% +419 Timeline FXU 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: 9,428 shares; 2024Q4: 9,454 shares; 2025Q1: 9,474 shares; 2025Q2: 9,493 shares; 2025Q3: 9,516 shares; 2025Q4: 11,896 shares 11,896 $535K 0.02% +2,380 Timeline