| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 148,911 | 114,125 | +34,786 | 0.02 | 0.02 | 0.00 | sell |
| New England Professional Planning Group Inc. | 10,384 | 11,058 | +674 | 0.03 | 0.04 | +0.02 | buy |
| Sound Income Strategies, LLC | 608 | 647 | +39 | 0.00 | 0.00 | 0.00 | buy |
| EP Wealth Advisors, LLC | 20,401 | 19,449 | -952 | 0.00 | 0.00 | +0.00 | sell |