| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Graypoint LLC | 164,826 | 168,540 | +3,714 | 0.07 | 0.06 | -0.01 | buy |
| NICOLET ADVISORY SERVICES, LLC | 14,888 | 15,579 | +691 | 0.01 | 0.01 | +0.00 | buy |
| MELFA WEALTH MANAGEMENT, INC. | 10,274 | 10,279 | +5 | 0.05 | 0.04 | -0.01 | buy |