| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, LLC | 44,195 | 52,647 | +8,452 | 0.02 | 0.02 | -0.00 | buy |
| VIRTUS ADVISERS, LLC | 48,556 | 55,610 | +7,054 | 0.08 | 0.06 | -0.02 | buy |
| Apexium Financial, LP | 16,735 | 17,477 | +742 | 0.00 | 0.00 | -0.00 | buy |
| True Wealth Design, LLC | 41 | 71 | +30 | 0.00 | 0.00 | +0.00 | buy |
| Laird Norton Wetherby Wealth Management, LLC | 33,797 | 29,116 | -4,681 | 0.01 | 0.00 | -0.00 | sell |
| Compound Planning, Inc. | 16,102 | 10,791 | -5,311 | 0.00 | 0.00 | -0.00 | sell |
| HUB Investment Partners, LLC | 161,294 | 155,836 | -5,458 | 0.03 | 0.02 | -0.01 | sell |
| NFJ INVESTMENT GROUP, LLC | 1,026,570 | 963,431 | -63,139 | 0.09 | 0.07 | -0.02 | sell |