| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| VSM Wealth Advisory, LLC | 7,764 | 20,451 | +12,687 | 0.03 | 0.08 | +0.05 | buy |
| Intrua Financial, LLC | 11,534 | 11,626 | +92 | 0.02 | 0.02 | -0.00 | buy |
| HighPoint Advisor Group LLC | 23,025 | 23,037 | +12 | 0.01 | 0.01 | -0.00 | buy |
| HHM Wealth Advisors, LLC | 227 | 231 | +4 | 0.00 | 0.00 | -0.00 | buy |
| Princeton Global Asset Management LLC | 2,813 | 2,710 | -103 | 0.01 | 0.01 | -0.00 | sell |
| King Wealth Management Group | 12,177 | 11,981 | -196 | 0.02 | 0.02 | -0.00 | sell |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 14,739 | 13,151 | -1,588 | 0.14 | 0.14 | +0.00 | sell |
| Shaker Financial Services, LLC | 468,608 | 437,829 | -30,779 | 2.36 | 2.13 | -0.22 | sell |