| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| GeoWealth Management, LLC | 7,835 | 9,041 | +1,206 | 0.01 | 0.02 | +0.00 | buy |
| One Wealth Advisors, LLC | 17,963 | 18,866 | +903 | 0.12 | 0.13 | +0.02 | buy |
| Clarity Asset Management, Inc. | 173 | 830 | +657 | 0.01 | 0.03 | +0.02 | buy |
| NATURAL INVESTMENTS, LLC | 9,728 | 10,101 | +373 | 0.12 | 0.14 | +0.02 | buy |
| Horst & Graben Wealth Management LLC | 13,087 | 13,452 | +365 | 0.10 | 0.12 | +0.01 | buy |
| Trademark Financial Management, LLC | 9,407 | 9,696 | +289 | 0.28 | 0.31 | +0.02 | buy |
| Financial Network Wealth Advisors LLC | 114 | 221 | +107 | 0.01 | 0.01 | +0.01 | buy |
| Investor's Fiduciary Advisor Network, LLC | 5,762 | 5,795 | +33 | 0.10 | 0.07 | -0.03 | buy |
| Sharkey, Howes & Javer | 11,228 | 11,240 | +12 | 0.07 | 0.08 | +0.01 | buy |
| SigFig Wealth Management, LLC | 7,516 | 7,075 | -441 | 0.01 | 0.01 | +0.00 | sell |
| 3EDGE Asset Management, LP | 91,929 | 35,614 | -56,315 | 0.27 | 0.11 | -0.16 | sell |