| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, LLC | 15,250 | 17,477 | +2,227 | 0.02 | 0.02 | -0.00 | buy |
| Balentine LLC | 27,560 | 29,488 | +1,928 | 0.01 | 0.00 | -0.00 | buy |
| COLDSTREAM CAPITAL MANAGEMENT INC | 10,705 | 11,753 | +1,048 | 0.00 | 0.00 | -0.00 | buy |
| PDS Planning, Inc | 38,965 | 39,501 | +536 | 0.03 | 0.02 | -0.01 | buy |
| True Wealth Design, LLC | 80 | 70 | -10 | 0.00 | 0.00 | -0.00 | sell |
| Pinnacle Wealth Planning Services, Inc. | 16,201 | 15,994 | -207 | 0.02 | 0.01 | -0.00 | sell |
| BSW Wealth Partners | 18,990 | 15,402 | -3,588 | 0.02 | 0.02 | -0.01 | sell |
| Sequoia Financial Advisors, LLC | 69,346 | 61,475 | -7,871 | 0.01 | 0.01 | -0.00 | sell |
| RITHOLTZ WEALTH MANAGEMENT | 36,851 | 12,978 | -23,873 | 0.01 | 0.00 | -0.01 | sell |