| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Prairie Wealth Advisors, Inc. | 52,343 | 57,843 | +5,500 | 0.59 | 0.71 | +0.12 | buy |
| NFP Retirement, Inc. | 102,696 | 106,370 | +3,674 | 0.19 | 0.21 | +0.02 | buy |
| Consolidated Portfolio Review Corp | 42,846 | 43,279 | +433 | 0.22 | 0.24 | +0.02 | buy |
| M3 Advisory Group, LLC | 9,066 | 9,206 | +140 | 0.17 | 0.17 | +0.00 | buy |
| Winch Advisory Services, LLC | 575 | 584 | +9 | 0.00 | 0.00 | +0.00 | buy |
| Midwest Heritage Bank, FSB | 12,137 | 10,137 | -2,000 | 0.14 | 0.12 | -0.02 | sell |
| Dakota Wealth Management | 83,184 | 77,655 | -5,529 | 0.04 | 0.04 | +0.00 | sell |
| Cornerstone Advisors, LLC | 274,130 | 173,752 | -100,378 | 0.25 | 0.17 | -0.08 | sell |