| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 9,752 | 14,134 | +4,382 | 0.29 | 0.42 | +0.12 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 1,785 | 4,569 | +2,784 | 0.06 | 0.13 | +0.08 | buy |
| Cornerstone Wealth Management, LLC | 1,727 | 2,105 | +378 | 0.02 | 0.02 | +0.00 | buy |
| Miracle Mile Advisors, LLC | 5,622 | 5,910 | +288 | 0.02 | 0.02 | +0.00 | buy |
| CWA Asset Management Group, LLC | 2,667 | 2,938 | +271 | 0.02 | 0.02 | +0.00 | buy |
| Capital Investment Advisors, LLC | 1,479 | 1,625 | +146 | 0.00 | 0.00 | +0.00 | buy |
| EXENCIAL WEALTH ADVISORS, LLC | 1,432 | 1,507 | +75 | 0.01 | 0.01 | +0.00 | buy |
| Perigon Wealth Management, LLC | 3,195 | 3,263 | +68 | 0.01 | 0.01 | +0.00 | buy |
| Seelaus Asset Management LLC | 3,245 | 3,290 | +45 | 0.52 | 0.50 | -0.02 | buy |
| Winch Advisory Services, LLC | 430 | 432 | +2 | 0.02 | 0.02 | +0.00 | buy |