| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 10,878 | 11,000 | +122 | 0.00 | 0.00 | -0.00 | buy |
| Activest Wealth Management | 7,347 | 7,451 | +104 | 0.07 | 0.05 | -0.02 | buy |
| Pettinga Financial Advisors LLC | 16,850 | 16,600 | -250 | 0.08 | 0.08 | -0.00 | sell |
| LexAurum Advisors, LLC | 46,308 | 31,968 | -14,340 | 0.23 | 0.15 | -0.07 | sell |
| Shaker Financial Services, LLC | 38,322 | 22,104 | -16,218 | 0.29 | 0.18 | -0.11 | sell |
| SIT INVESTMENT ASSOCIATES INC | 301,948 | 29,149 | -272,799 | 0.14 | 0.01 | -0.12 | sell |