| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, LLC | 17,477 | 27,202 | +9,725 | 0.02 | 0.02 | +0.00 | buy |
| Intelligence Driven Advisers, LLC | 13,673 | 19,608 | +5,935 | 0.01 | 0.01 | +0.00 | buy |
| Pinnacle Wealth Planning Services, Inc. | 15,994 | 19,189 | +3,195 | 0.01 | 0.01 | +0.00 | buy |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11,753 | 12,861 | +1,108 | 0.00 | 0.00 | -0.00 | buy |
| PDS Planning, Inc | 39,501 | 26,043 | -13,458 | 0.02 | 0.01 | -0.01 | sell |