| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Partners in Financial Planning | 6,656 | 6,656 | 0 | 0.30 | 0.32 | +0.02 | hold |
| Heritage Wealth Advisors | 52 | 0 | -52 | 0.00 | 0.00 | -0.00 | sell |