| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 19,189 | 38,575 | +19,386 | 0.01 | 0.02 | +0.01 | buy |
| Wealthstream Advisors, Inc. | 10,999 | 26,371 | +15,372 | 0.02 | 0.04 | +0.02 | buy |
| Intelligence Driven Advisers, LLC | 19,608 | 31,435 | +11,827 | 0.01 | 0.02 | +0.01 | buy |
| Sivia Capital Partners, LLC | 26,454 | 35,186 | +8,732 | 0.10 | 0.10 | +0.00 | buy |
| Inspire Advisors, LLC | 27,202 | 33,078 | +5,876 | 0.02 | 0.02 | -0.00 | buy |
| PDS Planning, Inc | 26,043 | 31,333 | +5,290 | 0.01 | 0.01 | -0.00 | buy |
| COLDSTREAM CAPITAL MANAGEMENT INC | 12,861 | 16,434 | +3,573 | 0.00 | 0.00 | -0.00 | buy |
| True Wealth Design, LLC | 70 | 117 | +47 | 0.00 | 0.00 | +0.00 | buy |