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; 2024Q2: restricted; 2024Q3: 3,819,672 shares; 2024Q4: 3,835,572 shares; 2025Q1: 4,021,493 shares; 2025Q2: 4,048,556 shares; 2025Q3: 4,169,081 shares; 2025Q4: not loaded; 2026Q1: 4,208,726 shares 4,208,726 $94M 9.72% 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; 2024Q2: restricted; 2024Q3: 76,736 shares; 2024Q4: 1,613,840 shares; 2025Q1: 2,045,331 shares; 2025Q2: 2,070,237 shares; 2025Q3: 2,105,722 shares; 2025Q4: not loaded; 2026Q1: 1,804,970 shares 1,804,970 $72.5M 7.5% 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; 2024Q2: restricted; 2024Q3: 2,091,148 shares; 2024Q4: 2,140,939 shares; 2025Q1: 2,137,481 shares; 2025Q2: 1,950,863 shares; 2025Q3: 2,012,901 shares; 2025Q4: not loaded; 2026Q1: 1,590,216 shares 1,590,216 $67.6M 6.99% 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; 2024Q2: restricted; 2024Q3: 1,079,989 shares; 2024Q4: 1,204,351 shares; 2025Q1: 1,094,462 shares; 2025Q2: 1,849,535 shares; 2025Q3: 2,006,133 shares; 2025Q4: not loaded; 2026Q1: 1,589,897 shares 1,589,897 $61.8M 6.39% Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613,286 shares; 2024Q4: 1,638,621 shares; 2025Q1: 1,633,937 shares; 2025Q2: 1,686,309 shares; 2025Q3: 1,716,123 shares; 2025Q4: not loaded; 2026Q1: 1,442,997 shares 1,442,997 $56.2M 5.81% 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; 2024Q2: restricted; 2024Q3: 423,332 shares; 2024Q4: 438,396 shares; 2025Q1: 437,826 shares; 2025Q2: 399,217 shares; 2025Q3: 418,977 shares; 2025Q4: not loaded; 2026Q1: 454,239 shares 454,239 $32.6M 3.37% Timeline JEMA 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 583,367 shares 583,367 $30.4M 3.14% Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470,969 shares; 2025Q4: not loaded; 2026Q1: 366,563 shares 366,563 $28.4M 2.94% 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; 2024Q2: restricted; 2024Q3: 138,715 shares; 2024Q4: 58,556 shares; 2025Q1: 59,388 shares; 2025Q2: 72,916 shares; 2025Q3: 74,694 shares; 2025Q4: not loaded; 2026Q1: 65,501 shares 65,501 $28.2M 2.91% 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; 2024Q2: restricted; 2024Q3: 629,180 shares; 2024Q4: 656,384 shares; 2025Q1: 663,646 shares; 2025Q2: 636,693 shares; 2025Q3: 662,480 shares; 2025Q4: not loaded; 2026Q1: 712,726 shares 712,726 $23.8M 2.46% 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; 2024Q2: restricted; 2024Q3: 30,688 shares; 2024Q4: 32,021 shares; 2025Q1: 29,167 shares; 2025Q2: 35,346 shares; 2025Q3: 34,776 shares; 2025Q4: not loaded; 2026Q1: 36,200 shares 36,200 $21.6M 2.24% Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 710,802 shares 710,802 $20.5M 2.12% 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; 2024Q2: restricted; 2024Q3: 200,984 shares; 2024Q4: 5,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 421,238 shares 421,238 $19.3M 2% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,117 shares; 2025Q4: not loaded; 2026Q1: 383,634 shares 383,634 $19.2M 1.98% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,690 shares; 2024Q4: 58,493 shares; 2025Q1: 58,387 shares; 2025Q2: 58,068 shares; 2025Q3: 65,026 shares; 2025Q4: not loaded; 2026Q1: 65,378 shares 65,378 $16.6M 1.72% Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,521 shares; 2025Q3: 25,478 shares; 2025Q4: not loaded; 2026Q1: 322,914 shares 322,914 $16.5M 1.71% Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,202 shares; 2024Q4: 144,131 shares; 2025Q1: 149,798 shares; 2025Q2: 174,476 shares; 2025Q3: 180,710 shares; 2025Q4: not loaded; 2026Q1: 207,264 shares 207,264 $15.2M 1.57% Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,457 shares; 2024Q4: 19,713 shares; 2025Q1: 94,344 shares; 2025Q2: 504,956 shares; 2025Q3: 624,333 shares; 2025Q4: not loaded; 2026Q1: 220,958 shares 220,958 $11.3M 1.16% Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,165 shares; 2024Q4: 414,209 shares; 2025Q1: 655,444 shares; 2025Q2: 762,134 shares; 2025Q3: 290,490 shares; 2025Q4: not loaded; 2026Q1: 207,556 shares 207,556 $9.47M 0.98% Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 32,315 shares; 2025Q1: 25,841 shares; 2025Q2: 15,647 shares; 2025Q3: 15,263 shares; 2025Q4: not loaded; 2026Q1: 16,032 shares 16,032 $9.25M 0.96% 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; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 12,495 shares; 2025Q1: 13,506 shares; 2025Q2: 14,916 shares; 2025Q3: 14,703 shares; 2025Q4: not loaded; 2026Q1: 17,767 shares 17,767 $8.51M 0.88% Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,098 shares; 2024Q4: 515,039 shares; 2025Q1: 532,043 shares; 2025Q2: 524,930 shares; 2025Q3: 603,239 shares; 2025Q4: not loaded; 2026Q1: 1,504,369 shares 1,504,369 $8.14M 0.84% Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 79,398 shares 79,398 $8.13M 0.84% Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 4,388 shares; 2025Q1: 20,750 shares; 2025Q2: 22,033 shares; 2025Q3: 26,365 shares; 2025Q4: not loaded; 2026Q1: 33,983 shares 33,983 $7.43M 0.77% 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; 2024Q2: restricted; 2024Q3: 66,717 shares; 2024Q4: 67,331 shares; 2025Q1: 67,886 shares; 2025Q2: 68,065 shares; 2025Q3: 68,179 shares; 2025Q4: not loaded; 2026Q1: 74,466 shares 74,466 $7.02M 0.73% 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; 2024Q2: restricted; 2024Q3: 25,727 shares; 2024Q4: 29,006 shares; 2025Q1: 31,422 shares; 2025Q2: 32,150 shares; 2025Q3: 32,503 shares; 2025Q4: not loaded; 2026Q1: 49,099 shares 49,099 $6.53M 0.67% Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 3,896 shares; 2025Q1: 58,547 shares; 2025Q2: 63,028 shares; 2025Q3: 64,487 shares; 2025Q4: not loaded; 2026Q1: 82,765 shares 82,765 $6.39M 0.66% Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 180,087 shares 180,087 $6.25M 0.65% Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,380 shares; 2024Q4: 216,206 shares; 2025Q1: 335,828 shares; 2025Q2: 554,079 shares; 2025Q3: 341,189 shares; 2025Q4: not loaded; 2026Q1: 108,291 shares 108,291 $6.14M 0.63% 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; 2024Q2: restricted; 2024Q3: 23,893 shares; 2024Q4: 22,746 shares; 2025Q1: 24,204 shares; 2025Q2: 24,972 shares; 2025Q3: 25,781 shares; 2025Q4: not loaded; 2026Q1: 29,429 shares 29,429 $6.13M 0.63% Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,365 shares; 2024Q4: 152,636 shares; 2025Q1: 146,338 shares; 2025Q2: 142,017 shares; 2025Q3: 140,154 shares; 2025Q4: not loaded; 2026Q1: 122,439 shares 122,439 $5.93M 0.61% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 13,831 shares; 2025Q1: 13,649 shares; 2025Q2: 13,675 shares; 2025Q3: 13,191 shares; 2025Q4: not loaded; 2026Q1: 15,417 shares 15,417 $5.7M 0.59% 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; 2024Q2: restricted; 2024Q3: 33,520 shares; 2024Q4: 34,056 shares; 2025Q1: 98,116 shares; 2025Q2: 107,036 shares; 2025Q3: 122,699 shares; 2025Q4: not loaded; 2026Q1: 208,949 shares 208,949 $5.47M 0.57% 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; 2024Q2: restricted; 2024Q3: 190,596 shares; 2024Q4: 71,971 shares; 2025Q1: 157,356 shares; 2025Q2: 154,877 shares; 2025Q3: 162,586 shares; 2025Q4: not loaded; 2026Q1: 102,401 shares 102,401 $5.18M 0.54% 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; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,791 shares; 2025Q1: 4,962 shares; 2025Q2: 5,189 shares; 2025Q3: 5,614 shares; 2025Q4: not loaded; 2026Q1: 5,568 shares 5,568 $5.12M 0.53% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,123 shares; 2024Q4: 34,435 shares; 2025Q1: 37,981 shares; 2025Q2: 31,921 shares; 2025Q3: 28,849 shares; 2025Q4: not loaded; 2026Q1: 28,889 shares 28,889 $5.09M 0.53% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 96,736 shares 96,736 $4.91M 0.51% Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 1,869 shares; 2025Q1: 2,720 shares; 2025Q2: 3,211 shares; 2025Q3: 944 shares; 2025Q4: not loaded; 2026Q1: 19,901 shares 19,901 $4.47M 0.46% Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,773 shares; 2025Q2: 36,003 shares; 2025Q3: 78,451 shares; 2025Q4: not loaded; 2026Q1: 85,526 shares 85,526 $4.46M 0.46% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 6,871 shares; 2025Q1: 6,672 shares; 2025Q2: 6,511 shares; 2025Q3: 6,092 shares; 2025Q4: not loaded; 2026Q1: 6,643 shares 6,643 $4.34M 0.45% 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; 2024Q2: restricted; 2024Q3: 46,515 shares; 2024Q4: 46,420 shares; 2025Q1: 47,912 shares; 2025Q2: 48,616 shares; 2025Q3: 48,258 shares; 2025Q4: not loaded; 2026Q1: 29,772 shares 29,772 $4.32M 0.45% 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; 2024Q2: restricted; 2024Q3: 47,865 shares; 2024Q4: 164,242 shares; 2025Q1: 235,834 shares; 2025Q2: 262,300 shares; 2025Q3: 247,446 shares; 2025Q4: not loaded; 2026Q1: 174,656 shares 174,656 $4.24M 0.44% Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 49,195 shares 49,195 $3.93M 0.41% 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; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,410 shares; 2025Q1: 5,828 shares; 2025Q2: 8,785 shares; 2025Q3: 10,611 shares; 2025Q4: not loaded; 2026Q1: 11,656 shares 11,656 $3.74M 0.39% Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,423 shares; 2024Q4: 66,619 shares; 2025Q1: 71,146 shares; 2025Q2: 70,678 shares; 2025Q3: 71,975 shares; 2025Q4: not loaded; 2026Q1: 76,340 shares 76,340 $3.53M 0.36% 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; 2024Q2: restricted; 2024Q3: 53,858 shares; 2024Q4: 26,771 shares; 2025Q1: 64,801 shares; 2025Q2: 65,240 shares; 2025Q3: 73,624 shares; 2025Q4: not loaded; 2026Q1: 53,466 shares 53,466 $3.34M 0.35% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,974 shares; 2025Q1: 47,906 shares; 2025Q2: 42,077 shares; 2025Q3: 48,635 shares; 2025Q4: not loaded; 2026Q1: 93,404 shares 93,404 $3.21M 0.33% 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; 2024Q2: restricted; 2024Q3: 76,552 shares; 2024Q4: 76,705 shares; 2025Q1: 79,565 shares; 2025Q2: 57,021 shares; 2025Q3: 56,523 shares; 2025Q4: not loaded; 2026Q1: 66,457 shares 66,457 $3.21M 0.33% 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; 2024Q2: restricted; 2024Q3: 202,137 shares; 2024Q4: 186,586 shares; 2025Q1: 188,972 shares; 2025Q2: 188,715 shares; 2025Q3: 185,639 shares; 2025Q4: not loaded; 2026Q1: 63,872 shares 63,872 $3.21M 0.33% 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; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 8,105 shares; 2025Q1: 8,410 shares; 2025Q2: 10,065 shares; 2025Q3: 9,153 shares; 2025Q4: not loaded; 2026Q1: 8,526 shares 8,526 $3.13M 0.32% 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; 2024Q2: restricted; 2024Q3: 146,629 shares; 2024Q4: 499,396 shares; 2025Q1: 415,327 shares; 2025Q2: 212,524 shares; 2025Q3: 792,148 shares; 2025Q4: not loaded; 2026Q1: 54,846 shares 54,846 $3.05M 0.31% Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,567 shares; 2024Q4: 23,289 shares; 2025Q1: 30,767 shares; 2025Q2: 31,155 shares; 2025Q3: 32,452 shares; 2025Q4: not loaded; 2026Q1: 31,571 shares 31,571 $2.97M 0.31% 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; 2024Q2: restricted; 2024Q3: 18,998 shares; 2024Q4: 17,251 shares; 2025Q1: 19,690 shares; 2025Q2: 20,329 shares; 2025Q3: 18,035 shares; 2025Q4: not loaded; 2026Q1: 17,196 shares 17,196 $2.92M 0.3% 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; 2024Q2: restricted; 2024Q3: 162,484 shares; 2024Q4: 194,612 shares; 2025Q1: 211,598 shares; 2025Q2: 251,311 shares; 2025Q3: 262,906 shares; 2025Q4: not loaded; 2026Q1: 106,638 shares 106,638 $2.9M 0.3% 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; 2024Q2: restricted; 2024Q3: 316,197 shares; 2024Q4: 136,428 shares; 2025Q1: 82,541 shares; 2025Q2: 67,092 shares; 2025Q3: 56,971 shares; 2025Q4: not loaded; 2026Q1: 98,838 shares 98,838 $2.87M 0.3% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 30,021 shares 30,021 $2.75M 0.28% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 6,465 shares; 2025Q1: 8,770 shares; 2025Q2: 8,610 shares; 2025Q3: 10,786 shares; 2025Q4: not loaded; 2026Q1: 9,102 shares 9,102 $2.61M 0.27% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,915 shares; 2025Q4: not loaded; 2026Q1: 44,182 shares 44,182 $2.57M 0.27% 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; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 4,135 shares; 2025Q1: 4,026 shares; 2025Q2: 3,958 shares; 2025Q3: 4,060 shares; 2025Q4: not loaded; 2026Q1: 3,948 shares 3,948 $2.57M 0.27% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 51,367 shares 51,367 $2.54M 0.26% 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; 2024Q2: restricted; 2024Q3: 70,572 shares; 2024Q4: 75,718 shares; 2025Q1: 81,398 shares; 2025Q2: 81,483 shares; 2025Q3: 79,796 shares; 2025Q4: not loaded; 2026Q1: 49,075 shares 49,075 $2.42M 0.25% 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; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: not reported; 2025Q1: 7,747 shares; 2025Q2: 7,767 shares; 2025Q3: 8,669 shares; 2025Q4: not loaded; 2026Q1: 34,285 shares 34,285 $2.34M 0.24% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 4,990 shares; 2025Q1: 6,622 shares; 2025Q2: 6,979 shares; 2025Q3: 7,307 shares; 2025Q4: not loaded; 2026Q1: 8,084 shares 8,084 $2.32M 0.24% 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; 2024Q2: restricted; 2024Q3: 10,512 shares; 2024Q4: 7,265 shares; 2025Q1: 9,478 shares; 2025Q2: 10,527 shares; 2025Q3: 11,763 shares; 2025Q4: not loaded; 2026Q1: 10,737 shares 10,737 $2.31M 0.24% Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 44,930 shares 44,930 $2.29M 0.24% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 24,189 shares 24,189 $2.24M 0.23% 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; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 3,508 shares; 2025Q1: 4,024 shares; 2025Q2: 3,893 shares; 2025Q3: 3,855 shares; 2025Q4: not loaded; 2026Q1: 3,756 shares 3,756 $2.15M 0.22% Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 14,119 shares; 2025Q3: 14,119 shares; 2025Q4: not loaded; 2026Q1: 14,119 shares 14,119 $2.06M 0.21% Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,273 shares; 2024Q4: 48,509 shares; 2025Q1: 49,012 shares; 2025Q2: 45,280 shares; 2025Q3: 45,498 shares; 2025Q4: not loaded; 2026Q1: 45,103 shares 45,103 $1.91M 0.2% 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; 2024Q2: restricted; 2024Q3: 25,582 shares; 2024Q4: 23,940 shares; 2025Q1: 23,972 shares; 2025Q2: 24,011 shares; 2025Q3: 24,047 shares; 2025Q4: not loaded; 2026Q1: 24,587 shares 24,587 $1.74M 0.18% 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; 2024Q2: restricted; 2024Q3: 22,978 shares; 2024Q4: 29,540 shares; 2025Q1: 39,002 shares; 2025Q2: 39,321 shares; 2025Q3: 41,186 shares; 2025Q4: not loaded; 2026Q1: 38,566 shares 38,566 $1.73M 0.18% 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; 2024Q2: restricted; 2024Q3: 860,214 shares; 2024Q4: 866,609 shares; 2025Q1: 901,933 shares; 2025Q2: 960,267 shares; 2025Q3: 997,621 shares; 2025Q4: not loaded; 2026Q1: 64,388 shares 64,388 $1.66M 0.17% Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,239 shares; 2024Q4: 18,686 shares; 2025Q1: 18,640 shares; 2025Q2: 18,662 shares; 2025Q3: 18,684 shares; 2025Q4: not loaded; 2026Q1: 18,007 shares 18,007 $1.59M 0.16% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,159 shares; 2024Q4: 6,107 shares; 2025Q1: 6,563 shares; 2025Q2: 6,590 shares; 2025Q3: 6,658 shares; 2025Q4: not loaded; 2026Q1: 6,364 shares 6,364 $1.56M 0.16% Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 880 shares; 2025Q1: 878 shares; 2025Q2: 866 shares; 2025Q3: 867 shares; 2025Q4: not loaded; 2026Q1: 899 shares 899 $1.55M 0.16% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 4,793 shares; 2025Q1: 4,911 shares; 2025Q2: 5,365 shares; 2025Q3: 5,296 shares; 2025Q4: not loaded; 2026Q1: 4,979 shares 4,979 $1.55M 0.16% Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 5,432 shares; 2025Q1: 5,429 shares; 2025Q2: 5,099 shares; 2025Q3: 5,190 shares; 2025Q4: not loaded; 2026Q1: 4,900 shares 4,900 $1.43M 0.15% Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 2,448 shares; 2025Q1: 5,433 shares; 2025Q2: 15,458 shares; 2025Q3: 15,466 shares; 2025Q4: not loaded; 2026Q1: 12,008 shares 12,008 $1.42M 0.15% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,671 shares; 2024Q4: 11,237 shares; 2025Q1: 11,848 shares; 2025Q2: 11,676 shares; 2025Q3: 10,970 shares; 2025Q4: not loaded; 2026Q1: 11,277 shares 11,277 $1.4M 0.14% Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: not reported; 2025Q1: 4,914 shares; 2025Q2: 9,363 shares; 2025Q3: 10,954 shares; 2025Q4: not loaded; 2026Q1: 9,880 shares 9,880 $1.4M 0.14% 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; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 9,239 shares; 2025Q1: 9,943 shares; 2025Q2: 8,425 shares; 2025Q3: 6,675 shares; 2025Q4: not loaded; 2026Q1: 7,059 shares 7,059 $1.39M 0.14% Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 4,096 shares; 2025Q1: 5,222 shares; 2025Q2: 5,580 shares; 2025Q3: 6,904 shares; 2025Q4: not loaded; 2026Q1: 5,066 shares 5,066 $1.38M 0.14% 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; 2024Q2: restricted; 2024Q3: 120,037 shares; 2024Q4: 299,004 shares; 2025Q1: 12,791 shares; 2025Q2: 9,731 shares; 2025Q3: 215,701 shares; 2025Q4: not loaded; 2026Q1: 22,463 shares 22,463 $1.38M 0.14% 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; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,504 shares; 2025Q1: 4,340 shares; 2025Q2: 4,895 shares; 2025Q3: 4,277 shares; 2025Q4: not loaded; 2026Q1: 4,570 shares 4,570 $1.34M 0.14% Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,442 shares; 2024Q4: 4,954 shares; 2025Q1: 18,529 shares; 2025Q2: 20,709 shares; 2025Q3: 32,190 shares; 2025Q4: not loaded; 2026Q1: 24,750 shares 24,750 $1.31M 0.14% 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; 2024Q2: restricted; 2024Q3: 10,441 shares; 2024Q4: 8,361 shares; 2025Q1: 10,101 shares; 2025Q2: 9,656 shares; 2025Q3: 12,365 shares; 2025Q4: not loaded; 2026Q1: 10,759 shares 10,759 $1.29M 0.13% Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,961 shares; 2025Q4: not loaded; 2026Q1: 130,090 shares 130,090 $1.25M 0.13% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 8,011 shares; 2025Q1: 8,650 shares; 2025Q2: 8,607 shares; 2025Q3: 8,533 shares; 2025Q4: not loaded; 2026Q1: 7,945 shares 7,945 $1.23M 0.13% Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 769 shares; 2025Q1: 670 shares; 2025Q2: 6,698 shares; 2025Q3: 6,350 shares; 2025Q4: not loaded; 2026Q1: 6,353 shares 6,353 $1.22M 0.13% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,794 shares; 2025Q4: not loaded; 2026Q1: 35,048 shares 35,048 $1.15M 0.12% 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; 2024Q2: restricted; 2024Q3: 8,778 shares; 2024Q4: 7,540 shares; 2025Q1: 8,299 shares; 2025Q2: 8,607 shares; 2025Q3: 8,227 shares; 2025Q4: not loaded; 2026Q1: 7,790 shares 7,790 $1.13M 0.12% Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: not loaded; 2026Q1: 5,582 shares 5,582 $1.07M 0.11% Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,309 shares; 2024Q4: 23,393 shares; 2025Q1: 25,040 shares; 2025Q2: 26,081 shares; 2025Q3: 25,918 shares; 2025Q4: not loaded; 2026Q1: 21,218 shares 21,218 $1.07M 0.11% Timeline EVSM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 21,235 shares 21,235 $1.07M 0.11% 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; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 4,611 shares; 2025Q1: 5,351 shares; 2025Q2: 5,376 shares; 2025Q3: 5,399 shares; 2025Q4: not loaded; 2026Q1: 7,194 shares 7,194 $1.07M 0.11% 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; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 3,529 shares; 2025Q1: 4,910 shares; 2025Q2: 4,770 shares; 2025Q3: 4,772 shares; 2025Q4: not loaded; 2026Q1: 5,090 shares 5,090 $1.05M 0.11% 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; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 1,814 shares; 2025Q1: 1,882 shares; 2025Q2: 2,278 shares; 2025Q3: 2,330 shares; 2025Q4: not loaded; 2026Q1: 2,398 shares 2,398 $1.05M 0.11% Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,037 shares; 2024Q4: 78,657 shares; 2025Q1: 64,330 shares; 2025Q2: 25,763 shares; 2025Q3: 24,024 shares; 2025Q4: not loaded; 2026Q1: 22,113 shares 22,113 $1.02M 0.11% 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; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: not loaded; 2026Q1: 1,443 shares 1,443 $1.01M 0.1% Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 8,627 shares; 2025Q1: 8,631 shares; 2025Q2: 8,636 shares; 2025Q3: 8,640 shares; 2025Q4: not loaded; 2026Q1: 8,649 shares 8,649 $1M 0.1% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,436 shares; 2025Q1: 2,570 shares; 2025Q2: 2,538 shares; 2025Q3: 2,590 shares; 2025Q4: not loaded; 2026Q1: 2,683 shares 2,683 $997K 0.1% Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,179 shares; 2025Q1: 2,179 shares; 2025Q2: 7,234 shares; 2025Q3: 7,234 shares; 2025Q4: not loaded; 2026Q1: 7,234 shares 7,234 $974K 0.1% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,747 shares; 2024Q4: 29,686 shares; 2025Q1: 38,353 shares; 2025Q2: 39,101 shares; 2025Q3: 45,892 shares; 2025Q4: not loaded; 2026Q1: 33,878 shares 33,878 $951K 0.1% Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,978 shares; 2024Q4: 84,422 shares; 2025Q1: 83,359 shares; 2025Q2: 57,411 shares; 2025Q3: 23,863 shares; 2025Q4: not loaded; 2026Q1: 20,801 shares 20,801 $946K 0.1% Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,538 shares; 2025Q1: 6,773 shares; 2025Q2: 5,823 shares; 2025Q3: 5,454 shares; 2025Q4: not loaded; 2026Q1: 7,209 shares 7,209 $944K 0.1% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 3,990 shares; 2025Q1: 4,006 shares; 2025Q2: 3,473 shares; 2025Q3: 4,475 shares; 2025Q4: not loaded; 2026Q1: 4,328 shares 4,328 $941K 0.1% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,393 shares; 2025Q2: 2,394 shares; 2025Q3: 2,395 shares; 2025Q4: not loaded; 2026Q1: 2,168 shares 2,168 $925K 0.1% 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; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,437 shares; 2025Q1: 2,433 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: not loaded; 2026Q1: 2,662 shares 2,662 $899K 0.09% 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; 2024Q2: restricted; 2024Q3: 20,262 shares; 2024Q4: 15,137 shares; 2025Q1: 18,450 shares; 2025Q2: 20,178 shares; 2025Q3: 19,921 shares; 2025Q4: not loaded; 2026Q1: 18,217 shares 18,217 $888K 0.09% Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,543 shares; 2024Q4: 42,050 shares; 2025Q1: 38,365 shares; 2025Q2: 33,906 shares; 2025Q3: 34,677 shares; 2025Q4: not loaded; 2026Q1: 38,387 shares 38,387 $850K 0.09% 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; 2024Q2: restricted; 2024Q3: 11,670 shares; 2024Q4: 7,368 shares; 2025Q1: 11,225 shares; 2025Q2: 11,076 shares; 2025Q3: 11,084 shares; 2025Q4: not loaded; 2026Q1: 8,432 shares 8,432 $813K 0.08% 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; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 331 shares; 2025Q1: 365 shares; 2025Q2: 380 shares; 2025Q3: 378 shares; 2025Q4: not loaded; 2026Q1: 810 shares 810 $807K 0.08% Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 24,646 shares 24,646 $806K 0.08% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,067 shares; 2025Q1: 4,612 shares; 2025Q2: 4,394 shares; 2025Q3: 4,670 shares; 2025Q4: not loaded; 2026Q1: 3,884 shares 3,884 $804K 0.08% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,398 shares; 2025Q1: 3,344 shares; 2025Q2: 3,346 shares; 2025Q3: 4,277 shares; 2025Q4: not loaded; 2026Q1: 4,107 shares 4,107 $792K 0.08% 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; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 5,452 shares; 2025Q1: 6,123 shares; 2025Q2: 6,395 shares; 2025Q3: 13,221 shares; 2025Q4: not loaded; 2026Q1: 13,024 shares 13,024 $790K 0.08% 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; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 10,794 shares; 2025Q1: 11,078 shares; 2025Q2: 10,269 shares; 2025Q3: 9,917 shares; 2025Q4: not loaded; 2026Q1: 9,913 shares 9,913 $784K 0.08% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,404 shares; 2025Q1: 18,897 shares; 2025Q2: 20,757 shares; 2025Q3: 20,510 shares; 2025Q4: not loaded; 2026Q1: 12,236 shares 12,236 $782K 0.08% Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,925 shares; 2024Q4: 89,879 shares; 2025Q1: 82,088 shares; 2025Q2: 60,799 shares; 2025Q3: 40,526 shares; 2025Q4: not loaded; 2026Q1: 20,003 shares 20,003 $764K 0.08% Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 25,780 shares 25,780 $747K 0.08% Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 11,592 shares; 2025Q1: 14,204 shares; 2025Q2: 13,117 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 33,350 shares 33,350 $741K 0.08% Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,030 shares; 2024Q4: 8,255 shares; 2025Q1: 8,701 shares; 2025Q2: 8,445 shares; 2025Q3: 8,606 shares; 2025Q4: not loaded; 2026Q1: 7,932 shares 7,932 $740K 0.08% 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; 2024Q2: restricted; 2024Q3: 11,002 shares; 2024Q4: 7,584 shares; 2025Q1: 10,104 shares; 2025Q2: 10,166 shares; 2025Q3: 10,077 shares; 2025Q4: not loaded; 2026Q1: 9,447 shares 9,447 $718K 0.07% 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; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,985 shares; 2025Q1: 5,856 shares; 2025Q2: 3,316 shares; 2025Q3: 3,319 shares; 2025Q4: not loaded; 2026Q1: 3,718 shares 3,718 $714K 0.07% 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; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 1,825 shares; 2025Q1: 1,946 shares; 2025Q2: 2,080 shares; 2025Q3: 3,137 shares; 2025Q4: not loaded; 2026Q1: 2,864 shares 2,864 $694K 0.07% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,179 shares; 2025Q1: 7,332 shares; 2025Q2: 6,858 shares; 2025Q3: 6,802 shares; 2025Q4: not loaded; 2026Q1: 6,756 shares 6,756 $694K 0.07% 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; 2024Q2: restricted; 2024Q3: 12,551 shares; 2024Q4: 13,381 shares; 2025Q1: 13,878 shares; 2025Q2: 13,358 shares; 2025Q3: 13,310 shares; 2025Q4: not loaded; 2026Q1: 10,822 shares 10,822 $693K 0.07% Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 1,982 shares; 2025Q1: 3,021 shares; 2025Q2: 3,228 shares; 2025Q3: 3,016 shares; 2025Q4: not loaded; 2026Q1: 2,427 shares 2,427 $689K 0.07% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,511 shares; 2025Q1: 2,053 shares; 2025Q2: 2,155 shares; 2025Q3: 1,823 shares; 2025Q4: not loaded; 2026Q1: 2,031 shares 2,031 $658K 0.07% Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,225 shares; 2025Q1: 2,253 shares; 2025Q2: 2,226 shares; 2025Q3: 2,127 shares; 2025Q4: not loaded; 2026Q1: 1,818 shares 1,818 $653K 0.07% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 1,020 shares; 2025Q3: 920 shares; 2025Q4: not loaded; 2026Q1: 920 shares 920 $652K 0.07% Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,374 shares; 2025Q1: 5,375 shares; 2025Q2: 5,376 shares; 2025Q3: 5,463 shares; 2025Q4: not loaded; 2026Q1: 5,367 shares 5,367 $650K 0.07% 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; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,760 shares; 2025Q1: 1,994 shares; 2025Q2: 2,031 shares; 2025Q3: 2,028 shares; 2025Q4: not loaded; 2026Q1: 1,956 shares 1,956 $643K 0.07% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,601 shares 10,601 $628K 0.06% Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,819 shares; 2025Q1: 1,792 shares; 2025Q2: 1,759 shares; 2025Q3: 1,760 shares; 2025Q4: not loaded; 2026Q1: 1,755 shares 1,755 $626K 0.06% Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 1,990 shares; 2025Q3: 1,607 shares; 2025Q4: not loaded; 2026Q1: 1,526 shares 1,526 $621K 0.06% Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,920 shares; 2024Q4: 57,439 shares; 2025Q1: 81,529 shares; 2025Q2: 90,615 shares; 2025Q3: 49,644 shares; 2025Q4: not loaded; 2026Q1: 10,286 shares 10,286 $613K 0.06% Timeline TCHP 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; 2024Q2: restricted; 2024Q3: 28,159 shares; 2024Q4: 28,159 shares; 2025Q1: 28,159 shares; 2025Q2: 14,683 shares; 2025Q3: 14,148 shares; 2025Q4: not loaded; 2026Q1: 13,648 shares 13,648 $603K 0.06% 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; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,392 shares; 2025Q1: 1,420 shares; 2025Q2: 1,284 shares; 2025Q3: 1,276 shares; 2025Q4: not loaded; 2026Q1: 710 shares 710 $601K 0.06% Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,875 shares; 2025Q4: not loaded; 2026Q1: 2,844 shares 2,844 $601K 0.06% 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; 2024Q2: restricted; 2024Q3: 22,728 shares; 2024Q4: 26,817 shares; 2025Q1: 22,675 shares; 2025Q2: 20,807 shares; 2025Q3: 18,713 shares; 2025Q4: not loaded; 2026Q1: 16,693 shares 16,693 $594K 0.06% Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,661 shares; 2024Q4: 192,589 shares; 2025Q1: 188,358 shares; 2025Q2: 188,141 shares; 2025Q3: 189,018 shares; 2025Q4: not loaded; 2026Q1: 12,622 shares 12,622 $593K 0.06% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,681 shares; 2025Q4: not loaded; 2026Q1: 5,225 shares 5,225 $591K 0.06% Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,378 shares; 2024Q4: 19,476 shares; 2025Q1: 19,509 shares; 2025Q2: 24,759 shares; 2025Q3: 25,597 shares; 2025Q4: not loaded; 2026Q1: 19,322 shares 19,322 $589K 0.06% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,622 shares; 2024Q4: 3,180 shares; 2025Q1: 3,487 shares; 2025Q2: 3,127 shares; 2025Q3: 2,747 shares; 2025Q4: not loaded; 2026Q1: 2,822 shares 2,822 $562K 0.06% Timeline NYM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 22,348 shares 22,348 $558K 0.06% 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; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,824 shares; 2025Q1: 9,674 shares; 2025Q2: 9,424 shares; 2025Q3: 9,364 shares; 2025Q4: not loaded; 2026Q1: 5,976 shares 5,976 $548K 0.06% 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; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 6,818 shares; 2025Q1: 6,432 shares; 2025Q2: 6,331 shares; 2025Q3: 5,843 shares; 2025Q4: not loaded; 2026Q1: 5,833 shares 5,833 $548K 0.06% 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; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 978 shares; 2025Q4: not loaded; 2026Q1: 890 shares 890 $538K 0.06% Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 18,983 shares; 2025Q1: 18,633 shares; 2025Q2: 16,927 shares; 2025Q3: 16,927 shares; 2025Q4: not loaded; 2026Q1: 13,077 shares 13,077 $537K 0.06% Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 8,883 shares; 2025Q1: 8,123 shares; 2025Q2: 7,046 shares; 2025Q3: 7,046 shares; 2025Q4: not loaded; 2026Q1: 7,531 shares 7,531 $513K 0.05% Timeline GMNY 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 9,981 shares 9,981 $496K 0.05% 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; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,431 shares; 2025Q1: 3,774 shares; 2025Q2: 3,538 shares; 2025Q3: 2,796 shares; 2025Q4: not loaded; 2026Q1: 3,064 shares 3,064 $496K 0.05% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 7,298 shares; 2025Q1: 7,421 shares; 2025Q2: 7,370 shares; 2025Q3: 7,373 shares; 2025Q4: not loaded; 2026Q1: 7,314 shares 7,314 $494K 0.05% Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,048 shares; 2025Q4: not loaded; 2026Q1: 9,048 shares 9,048 $490K 0.05% Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,381 shares; 2024Q4: 7,932 shares; 2025Q1: 7,932 shares; 2025Q2: 8,929 shares; 2025Q3: 9,235 shares; 2025Q4: not loaded; 2026Q1: 9,614 shares 9,614 $487K 0.05% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,523 shares; 2025Q3: 12,673 shares; 2025Q4: not loaded; 2026Q1: 14,319 shares 14,319 $486K 0.05% Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,142 shares; 2024Q4: 138,762 shares; 2025Q1: 137,796 shares; 2025Q2: 2,336 shares; 2025Q3: 2,684 shares; 2025Q4: not loaded; 2026Q1: 4,240 shares 4,240 $485K 0.05% Timeline JMST 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; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,983 shares; 2025Q1: 8,983 shares; 2025Q2: 9,483 shares; 2025Q3: 9,483 shares; 2025Q4: not loaded; 2026Q1: 9,483 shares 9,483 $483K 0.05% 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; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,659 shares; 2025Q1: 2,344 shares; 2025Q2: 2,347 shares; 2025Q3: 2,350 shares; 2025Q4: not loaded; 2026Q1: 2,421 shares 2,421 $480K 0.05% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 676 shares; 2025Q4: not loaded; 2026Q1: 530 shares 530 $463K 0.05% 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; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,543 shares; 2025Q1: 4,077 shares; 2025Q2: 4,080 shares; 2025Q3: 4,559 shares; 2025Q4: not loaded; 2026Q1: 6,252 shares 6,252 $460K 0.05% Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,359 shares; 2025Q4: not loaded; 2026Q1: 4,087 shares 4,087 $459K 0.05% 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; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 4,595 shares; 2025Q1: 4,798 shares; 2025Q2: 5,020 shares; 2025Q3: 5,035 shares; 2025Q4: not loaded; 2026Q1: 4,871 shares 4,871 $452K 0.05% Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 15,293 shares 15,293 $449K 0.05% Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 8,794 shares; 2025Q1: 7,116 shares; 2025Q2: 6,939 shares; 2025Q3: 7,291 shares; 2025Q4: not loaded; 2026Q1: 9,870 shares 9,870 $446K 0.05% Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,679 shares; 2024Q4: 74,654 shares; 2025Q1: 97,824 shares; 2025Q2: 104,967 shares; 2025Q3: 46,049 shares; 2025Q4: not loaded; 2026Q1: 7,980 shares 7,980 $442K 0.05% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,264 shares; 2025Q1: 3,788 shares; 2025Q2: 3,852 shares; 2025Q3: 3,855 shares; 2025Q4: not loaded; 2026Q1: 3,686 shares 3,686 $424K 0.04% Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,158 shares; 2024Q4: 35,605 shares; 2025Q1: 41,367 shares; 2025Q2: 38,778 shares; 2025Q3: 38,310 shares; 2025Q4: not loaded; 2026Q1: 36,174 shares 36,174 $417K 0.04% Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,519 shares; 2025Q2: 16,844 shares; 2025Q3: 16,318 shares; 2025Q4: not loaded; 2026Q1: 10,390 shares 10,390 $417K 0.04% Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: not loaded; 2026Q1: 2,995 shares 2,995 $407K 0.04% Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,677 shares; 2024Q4: 21,811 shares; 2025Q1: 21,770 shares; 2025Q2: 20,155 shares; 2025Q3: 20,176 shares; 2025Q4: not loaded; 2026Q1: 16,288 shares 16,288 $406K 0.04% 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; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,550 shares; 2025Q1: 2,501 shares; 2025Q2: 2,501 shares; 2025Q3: 2,502 shares; 2025Q4: not loaded; 2026Q1: 2,503 shares 2,503 $400K 0.04% Timeline CVIE 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,409 shares 5,409 $393K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,140 shares 1,140 $390K 0.04% 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; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 569 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: not loaded; 2026Q1: 570 shares 570 $389K 0.04% 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; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: not loaded; 2026Q1: 837 shares 837 $388K 0.04% Timeline RCMT RCM TECHNOLOGIES INC More: the full row for RCM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 20,000 shares 20,000 $383K 0.04% Timeline PSI 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; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,068 shares; 2025Q1: not reported; 2025Q2: 3,914 shares; 2025Q3: 3,915 shares; 2025Q4: not loaded; 2026Q1: 3,910 shares 3,910 $369K 0.04% Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 13,911 shares; 2025Q1: 14,534 shares; 2025Q2: 11,772 shares; 2025Q3: 11,867 shares; 2025Q4: not loaded; 2026Q1: 11,062 shares 11,062 $367K 0.04% Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,439 shares; 2025Q4: not loaded; 2026Q1: 9,711 shares 9,711 $367K 0.04% 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; 2024Q2: restricted; 2024Q3: 9,193 shares; 2024Q4: 8,114 shares; 2025Q1: 7,631 shares; 2025Q2: 6,946 shares; 2025Q3: 6,935 shares; 2025Q4: not loaded; 2026Q1: 6,370 shares 6,370 $360K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,401 shares; 2025Q1: 3,651 shares; 2025Q2: 3,601 shares; 2025Q3: 4,378 shares; 2025Q4: not loaded; 2026Q1: 4,609 shares 4,609 $358K 0.04% Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: not loaded; 2026Q1: 3,000 shares 3,000 $356K 0.04% 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; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: not loaded; 2026Q1: 1,183 shares 1,183 $354K 0.04% 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; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 3,868 shares; 2025Q1: 6,218 shares; 2025Q2: 7,000 shares; 2025Q3: 9,150 shares; 2025Q4: not loaded; 2026Q1: 6,710 shares 6,710 $352K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,482 shares; 2025Q4: not loaded; 2026Q1: 1,724 shares 1,724 $351K 0.04% 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; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,847 shares; 2025Q1: 3,847 shares; 2025Q2: 4,637 shares; 2025Q3: 4,643 shares; 2025Q4: not loaded; 2026Q1: 4,666 shares 4,666 $350K 0.04% 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; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 7,925 shares; 2025Q1: 7,925 shares; 2025Q2: 7,827 shares; 2025Q3: 7,614 shares; 2025Q4: not loaded; 2026Q1: 7,617 shares 7,617 $348K 0.04% Timeline GMUB 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,732 shares 6,732 $343K 0.04% Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,094 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: not loaded; 2026Q1: 3,073 shares 3,073 $337K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: not loaded; 2026Q1: 966 shares 966 $332K 0.03% Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 4,380 shares; 2025Q1: 5,790 shares; 2025Q2: 6,019 shares; 2025Q3: 5,345 shares; 2025Q4: not loaded; 2026Q1: 3,981 shares 3,981 $329K 0.03% Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 12,965 shares; 2025Q1: 13,023 shares; 2025Q2: 6,284 shares; 2025Q3: 3,064 shares; 2025Q4: not loaded; 2026Q1: 2,775 shares 2,775 $319K 0.03% Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,395 shares; 2024Q4: 4,613 shares; 2025Q1: 3,869 shares; 2025Q2: 2,980 shares; 2025Q3: 2,984 shares; 2025Q4: not loaded; 2026Q1: 3,324 shares 3,324 $317K 0.03% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: not loaded; 2026Q1: 560 shares 560 $315K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,383 shares; 2025Q1: 1,183 shares; 2025Q2: 1,169 shares; 2025Q3: 1,123 shares; 2025Q4: not loaded; 2026Q1: 1,188 shares 1,188 $311K 0.03% 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; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,679 shares; 2025Q1: 2,314 shares; 2025Q2: 2,317 shares; 2025Q3: 2,319 shares; 2025Q4: not loaded; 2026Q1: 2,326 shares 2,326 $305K 0.03% Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,348 shares 6,348 $298K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 907 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: not loaded; 2026Q1: 1,267 shares 1,267 $291K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,491 shares; 2025Q3: 1,524 shares; 2025Q4: not loaded; 2026Q1: 1,969 shares 1,969 $288K 0.03% Timeline TDVG 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; 2024Q2: restricted; 2024Q3: 1,633,296 shares; 2024Q4: 207,295 shares; 2025Q1: 7,505 shares; 2025Q2: 6,535 shares; 2025Q3: 6,435 shares; 2025Q4: not loaded; 2026Q1: 6,435 shares 6,435 $287K 0.03% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,673 shares; 2025Q1: 2,023 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: not loaded; 2026Q1: 1,959 shares 1,959 $285K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,361 shares; 2025Q4: not loaded; 2026Q1: 3,204 shares 3,204 $282K 0.03% 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; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,385 shares; 2025Q1: 2,739 shares; 2025Q2: 2,839 shares; 2025Q3: 2,876 shares; 2025Q4: not loaded; 2026Q1: 1,921 shares 1,921 $282K 0.03% Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,508 shares; 2024Q4: 6,526 shares; 2025Q1: 5,551 shares; 2025Q2: 5,565 shares; 2025Q3: 5,578 shares; 2025Q4: not loaded; 2026Q1: 5,604 shares 5,604 $279K 0.03% Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,061 shares; 2025Q1: 2,763 shares; 2025Q2: 2,516 shares; 2025Q3: 3,036 shares; 2025Q4: not loaded; 2026Q1: 2,166 shares 2,166 $279K 0.03% Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: not reported; 2025Q1: 5,542 shares; 2025Q2: 5,047 shares; 2025Q3: 5,155 shares; 2025Q4: not loaded; 2026Q1: 5,219 shares 5,219 $275K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 2,310 shares; 2025Q1: 2,108 shares; 2025Q2: 2,126 shares; 2025Q3: 2,022 shares; 2025Q4: not loaded; 2026Q1: 1,704 shares 1,704 $273K 0.03% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,787 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares; 2025Q3: 2,968 shares; 2025Q4: not loaded; 2026Q1: 2,787 shares 2,787 $269K 0.03% Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,685 shares; 2024Q4: 82,889 shares; 2025Q1: 71,053 shares; 2025Q2: 6,319 shares; 2025Q3: 4,698 shares; 2025Q4: not loaded; 2026Q1: 3,095 shares 3,095 $268K 0.03% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 1,241 shares; 2025Q4: not loaded; 2026Q1: 1,802 shares 1,802 $265K 0.03% Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 4,459 shares; 2025Q1: 4,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,361 shares 3,361 $264K 0.03% 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; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,231 shares; 2025Q3: 8,083 shares; 2025Q4: not loaded; 2026Q1: 5,320 shares 5,320 $263K 0.03% Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,363 shares; 2025Q1: 4,615 shares; 2025Q2: 3,306 shares; 2025Q3: 3,306 shares; 2025Q4: not loaded; 2026Q1: 2,576 shares 2,576 $259K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,662 shares; 2025Q1: 1,609 shares; 2025Q2: 1,709 shares; 2025Q3: 1,357 shares; 2025Q4: not loaded; 2026Q1: 1,186 shares 1,186 $258K 0.03% Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,955 shares; 2024Q4: 386,248 shares; 2025Q1: 563,944 shares; 2025Q2: 650,125 shares; 2025Q3: 659,170 shares; 2025Q4: not loaded; 2026Q1: 27,910 shares 27,910 $257K 0.03% Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,047 shares 8,047 $255K 0.03% Timeline JPEF 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; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 3,472 shares; 2025Q1: 6,183 shares; 2025Q2: 6,079 shares; 2025Q3: 4,520 shares; 2025Q4: not loaded; 2026Q1: 3,540 shares 3,540 $254K 0.03% Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,588 shares; 2024Q4: 144,653 shares; 2025Q1: 182,505 shares; 2025Q2: 199,926 shares; 2025Q3: 213,950 shares; 2025Q4: not loaded; 2026Q1: 14,213 shares 14,213 $253K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,693 shares 4,693 $252K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: not loaded; 2026Q1: 1,114 shares 1,114 $252K 0.03% Timeline BBHY 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,429 shares 5,429 $249K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,713 shares; 2025Q1: 1,998 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: not loaded; 2026Q1: 858 shares 858 $247K 0.03% Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 7,490 shares 7,490 $242K 0.02% Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,146 shares; 2024Q4: 21,146 shares; 2025Q1: 24,134 shares; 2025Q2: 24,955 shares; 2025Q3: 25,704 shares; 2025Q4: not loaded; 2026Q1: 14,710 shares 14,710 $239K 0.02% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 278 shares; 2025Q4: not loaded; 2026Q1: 2,478 shares 2,478 $238K 0.02% Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 240 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: not loaded; 2026Q1: 240 shares 240 $231K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,657 shares; 2025Q3: 1,551 shares; 2025Q4: not loaded; 2026Q1: 1,386 shares 1,386 $229K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 964 shares 964 $229K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,213 shares; 2025Q3: 4,213 shares; 2025Q4: not loaded; 2026Q1: 4,213 shares 4,213 $228K 0.02% Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,694 shares; 2024Q4: 14,377 shares; 2025Q1: 13,852 shares; 2025Q2: 14,945 shares; 2025Q3: 14,876 shares; 2025Q4: not loaded; 2026Q1: 2,132 shares 2,132 $226K 0.02% 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; 2024Q2: restricted; 2024Q3: 22,809 shares; 2024Q4: 22,839 shares; 2025Q1: 13,595 shares; 2025Q2: 2,337 shares; 2025Q3: 2,352 shares; 2025Q4: not loaded; 2026Q1: 2,285 shares 2,285 $224K 0.02% 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; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: not loaded; 2026Q1: 52 shares 52 $219K 0.02% Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,045 shares; 2025Q1: 1,987 shares; 2025Q2: 1,989 shares; 2025Q3: 2,022 shares; 2025Q4: not loaded; 2026Q1: 2,372 shares 2,372 $219K 0.02% Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: not loaded; 2026Q1: 686 shares 686 $218K 0.02% 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; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,660 shares; 2025Q1: 3,520 shares; 2025Q2: 3,492 shares; 2025Q3: 3,892 shares; 2025Q4: not loaded; 2026Q1: 2,730 shares 2,730 $216K 0.02% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 712 shares 712 $215K 0.02% Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,307 shares; 2025Q4: not loaded; 2026Q1: 3,307 shares 3,307 $209K 0.02% Timeline EVLN 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,309 shares 4,309 $208K 0.02% Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 2,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: not loaded; 2026Q1: 5,624 shares 5,624 $207K 0.02% Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,174 shares 8,174 $207K 0.02% Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 9,010 shares 9,010 $203K 0.02% Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 15,320 shares 15,320 $196K 0.02% Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,100 shares 10,100 $176K 0.02% Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,666 shares 10,666 $63.9K 0.01% Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 75,000 shares 75,000 $38.7K <0.01% Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 13,229 shares 13,229 $23.3K <0.01% Timeline GPUS HYPERSCALE DATA INC More: the full row for HYPERSCALE DATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 43,350 shares 43,350 $6.52K <0.01% Timeline