| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Whitaker-Myers Wealth Managers, LTD. | 18,090 | 26,307 | +8,217 | 0.48 | 0.51 | +0.03 | buy |
| MEITAV INVESTMENT HOUSE LTD | 24,851 | 30,740 | +5,889 | 0.04 | 0.03 | -0.01 | buy |
| Harel Insurance Investments & Financial Services Ltd. | 1,330 | 3,629 | +2,299 | 0.00 | 0.00 | +0.00 | buy |
| Financial Life Planners | 14,005 | 15,712 | +1,707 | 1.14 | 1.05 | -0.10 | buy |
| Nautilus Advisors LLC | 1,866 | 3,131 | +1,265 | 0.15 | 0.19 | +0.04 | buy |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,735 | 4,960 | +225 | 0.01 | 0.01 | -0.00 | buy |
| Frazier Financial Advisors, LLC | 859 | 630 | -229 | 0.06 | 0.03 | -0.03 | sell |