| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 35,241 | 35,362 | +121 | 0.01 | 0.01 | -0.00 | buy |
| TD Capital Management LLC | 13,092 | 13,138 | +46 | 0.01 | 0.01 | -0.00 | buy |
| Sterling Financial Group, Inc. | 103,722 | 101,522 | -2,200 | 0.58 | 0.48 | -0.10 | sell |
| Orin Green Financial, LLC | 10,737 | 0 | -10,737 | 0.05 | 0.05 | +0.00 | sell |