| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| PDS Planning, Inc | 47,264 | 66,675 | +19,411 | 0.01 | 0.02 | +0.00 | buy |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,153 | 30,162 | +16,009 | 0.00 | 0.00 | +0.00 | buy |
| Wealthstream Advisors, Inc. | 17,603 | 28,361 | +10,758 | 0.01 | 0.02 | +0.01 | buy |
| BSW Wealth Partners | 13,399 | 17,697 | +4,298 | 0.01 | 0.01 | +0.00 | buy |
| Inspire Investing, LLC | 14,431 | 18,690 | +4,259 | 0.01 | 0.01 | +0.00 | buy |
| WealthCollab, LLC | 1,082 | 1,725 | +643 | 0.00 | 0.00 | +0.00 | buy |
| Inspire Advisors, LLC | 40,278 | 40,740 | +462 | 0.01 | 0.01 | -0.00 | buy |
| Laird Norton Wetherby Trust Company, LLC | 54,288 | 37,091 | -17,197 | 0.03 | 0.02 | -0.01 | sell |