| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 0 | 18,700 | +18,700 | 0.00 | 0.04 | +0.04 | buy |
| Comprehensive Financial Planning, Inc./PA | 3,579 | 1,878 | -1,701 | 0.06 | 0.03 | -0.02 | sell |