| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 1,984 | 3,257 | +1,273 | 0.06 | 0.15 | +0.09 | buy |
| Inspire Investing, LLC | 4,758 | 4,446 | -312 | 0.24 | 0.29 | +0.05 | sell |