| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 150,001 | 155,002 | +5,001 | 0.06 | 0.06 | -0.01 | buy |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 271,339 | 272,512 | +1,173 | 0.12 | 0.09 | -0.03 | buy |