{"url":"https://nivawealth.com/firms/21-west-wealth-management-304532","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304532","regulatoryAum":137054526,"crd":"304532","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5326656","suffix":null,"lastName":"LOVELL","firstName":"SARA","middleName":"FAYE"},{"crd":"7134524","suffix":null,"lastName":"Silane","firstName":"Michael","middleName":"Francis"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-02-03","regulatoryAum":106927105,"clients":31,"employees":2,"offices":1},{"filedOn":"2026-06-30","regulatoryAum":137054526,"clients":35,"employees":2,"offices":1}],"secFileNumber":"801-132023","legalName":"21 West Wealth Management LLC","displayName":"21 West Wealth Management","slug":"21-west-wealth-management-304532","website":"https://21westwm.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/304532/4fd099cb922dbc34-r1.webp","tone":"light","width":680,"height":200,"sourceUrl":"https://www.21westwm.com/","sourceLabel":"21 West Wealth Management LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2522 Chambers Road, Suite 100","city":"Tustin","state":"CA","stateName":"California","country":"United States","postalCode":"92780"},"tradeNames":[],"registration":{"secApproved":"5 March 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3915843.6,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":137054526,"discretionary":137054526,"discretionaryAccounts":83,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":14,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":6,"regulatoryAum":3411462},{"label":"High-net-worth individuals","clients":29,"regulatoryAum":133643064}],"feePrograms":[{"role":"other","program":"401(k) plan 3(38) services","summary":"ERISA 3(38) investment management of plan assets: annual fee of 0.50% on the first $20 million and 0.25% above, billed quarterly or monthly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050203","versionId":1050203,"submittedOn":"2026-06-30","documentName":"FORM ADV2A/2B"},{"role":"other","program":"Cash balance plan 3(38) services","summary":"ERISA 3(38) investment management of plan assets: annual fee of 1.00% on the first $2 million, 0.75% to $7 million, 0.50% to $12 million and 0.25% above, billed quarterly or monthly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050203","versionId":1050203,"submittedOn":"2026-06-30","documentName":"FORM ADV2A/2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:23:22.913814+00:00","documents":[{"name":"FORM ADV2A/2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050203","versionId":1050203,"submittedOn":"2026-06-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":106927105}],"custodyNote":"21 West Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Sara Lovell","title":"Managing Member, and Chief Compliance Officer","crd":"5326656"},{"name":"Michael Silane","title":"Managing Member","crd":"7134524"}],"ownership":[{"label":"Michael Silane","detail":"Managing member in the 50% to 75% ownership band and a control person, since June 2019."},{"label":"Sara Lovell","detail":"Managing member, and chief compliance officer in the 25% to 50% ownership band and a control person, since July 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2522 Chambers Road, Suite 100","city":"Tustin","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"949-774-2121","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":16},{"label":"U.S. state and local bonds","percent":1},{"label":"Derivatives","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":79},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304532/PDF/304532.pdf","brochureDate":"30 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050203","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does 21 West Wealth Management have?","answer":"21 West Wealth Management has 35 clients and manages $137 million for them, as of June 2026. They include 29 high-net-worth individuals and 6 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does 21 West Wealth Management offer?","answer":"21 West Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does 21 West Wealth Management use?","answer":"21 West Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $107M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 21 West Wealth Management have?","answer":"21 West Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 21 West Wealth Management invest in?","answer":"At the end of its last fiscal year, 21 West Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 3% derivatives, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns 21 West Wealth Management?","answer":"21 West Wealth Management’s direct owners are Michael Silane (50% to 75%) and Sara Lovell (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 21 West Wealth Management get paid?","answer":"21 West Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact 21 West Wealth Management?","answer":"21 West Wealth Management’s main office is at 2522 Chambers Road, Suite 100, Tustin, CA 92780. Its phone number is 949-774-2121. Its website is 21westwm.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/21-west-wealth-management-304532/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2067541/000206754126000003/0002067541-26-000003-index.html","totalValue":117052606,"positionCount":65,"top10Share":0.44096146821370213,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":8559713,"shares":12463,"shareType":"SH","priorValue":7338512,"priorShares":12281},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":8086108,"shares":159631,"shareType":"SH","priorValue":7667266,"priorShares":153376},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":6160169,"shares":57240,"shareType":"SH","priorValue":6097681,"priorShares":57444},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":5316782,"shares":86508,"shareType":"SH","priorValue":4908357,"priorShares":88407},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":4730886,"shares":57240,"shareType":"SH","priorValue":4629035,"priorShares":55940},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":4335066,"shares":76754,"shareType":"SH","priorValue":4614375,"priorShares":81411},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":3661695,"shares":15475,"shareType":"SH","priorValue":3313429,"priorShares":15407},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"SHORT DURA CORE","cusip":"46641Q274","value":3620453,"shares":76794,"shareType":"SH","priorValue":4027406,"priorShares":85146},{"issuer":"PIMCO ETF TR","titleOfClass":"ACTIVE BD ETF","cusip":"72201R775","value":3575535,"shares":38776,"shareType":"SH","priorValue":3558501,"priorShares":38562},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":3569282,"shares":78463,"shareType":"SH","priorValue":3560276,"priorShares":78042}],"positionsListed":65,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":8559713,"shares":12463,"shareType":"SH","priorValue":7338512,"priorShares":12281},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":8086108,"shares":159631,"shareType":"SH","priorValue":7667266,"priorShares":153376},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":6160169,"shares":57240,"shareType":"SH","priorValue":6097681,"priorShares":57444},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":5316782,"shares":86508,"shareType":"SH","priorValue":4908357,"priorShares":88407},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":4730886,"shares":57240,"shareType":"SH","priorValue":4629035,"priorShares":55940},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":4335066,"shares":76754,"shareType":"SH","priorValue":4614375,"priorShares":81411},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":3661695,"shares":15475,"shareType":"SH","priorValue":3313429,"priorShares":15407},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"SHORT DURA CORE","cusip":"46641Q274","value":3620453,"shares":76794,"shareType":"SH","priorValue":4027406,"priorShares":85146},{"issuer":"PIMCO ETF TR","titleOfClass":"ACTIVE BD ETF","cusip":"72201R775","value":3575535,"shares":38776,"shareType":"SH","priorValue":3558501,"priorShares":38562},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":3569282,"shares":78463,"shareType":"SH","priorValue":3560276,"priorShares":78042},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":3507295,"shares":69603,"shareType":"SH","priorValue":3267216,"priorShares":71571},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":3500559,"shares":42721,"shareType":"SH","priorValue":2967584,"priorShares":41850},{"issuer":"ISHARES TR","titleOfClass":"CALIF MUN BD ETF","cusip":"464288356","value":3048118,"shares":52882,"shareType":"SH","priorValue":2838508,"priorShares":49921},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":2971341,"shares":36879,"shareType":"SH","priorValue":2642630,"priorShares":9202},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL DVD ETF","cusip":"921946810","value":2969671,"shares":31802,"shareType":"SH","priorValue":2809136,"priorShares":31756},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P400MID","cusip":"78464A847","value":2853599,"shares":42238,"shareType":"SH","priorValue":2510573,"priorShares":42394},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR MSCI EAFE","cusip":"78463X434","value":2529419,"shares":26344,"shareType":"SH","priorValue":2474640,"priorShares":26532},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":2515932,"shares":12574,"shareType":"SH","priorValue":2193603,"priorShares":12578},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":2372484,"shares":3168,"shareType":"SH","priorValue":2113788,"priorShares":3236},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":2291837,"shares":3069,"shareType":"SH","priorValue":2004998,"priorShares":3083},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":2114565,"shares":6976,"shareType":"SH","priorValue":1838940,"priorShares":7021},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":2108473,"shares":36561,"shareType":"SH","priorValue":1798470,"priorShares":37220},{"issuer":"ISHARES TR","titleOfClass":"0-5 YR TIPS ETF","cusip":"46429B747","value":2020623,"shares":19779,"shareType":"SH","priorValue":1884495,"priorShares":18220},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":1997183,"shares":12638,"shareType":"SH","priorValue":1947219,"priorShares":13148},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":1844163,"shares":23916,"shareType":"SH","priorValue":1616398,"priorShares":23936},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1688126,"shares":5834,"shareType":"SH","priorValue":1480865,"priorShares":5835},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR R1K LOWV","cusip":"78468R754","value":1616924,"shares":11302,"shareType":"SH","priorValue":1519207,"priorShares":11323},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"RLTY INCOME ETF","cusip":"46641Q126","value":1590081,"shares":30473,"shareType":"SH","priorValue":1466231,"priorShares":30502},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUND EM EQUI ETF","cusip":"808524730","value":1339795,"shares":33765,"shareType":"SH","priorValue":1327086,"priorShares":34686},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI RL EST ETF","cusip":"316092857","value":1310911,"shares":44741,"shareType":"SH","priorValue":1203254,"priorShares":44714},{"issuer":"ISHARES TR","titleOfClass":"0-5YR HI YL CP","cusip":"46434V407","value":1232901,"shares":29071,"shareType":"SH","priorValue":1205581,"priorShares":28494},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":1126682,"shares":10846,"shareType":"SH","priorValue":1053472,"priorShares":10846},{"issuer":"ISHARES INC","titleOfClass":"MSCI EMRG CHN","cusip":"46434G764","value":1097474,"shares":10728,"shareType":"SH","priorValue":924648,"priorShares":11755},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1039234,"shares":2786,"shareType":"SH","priorValue":1029443,"priorShares":2781},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":890038,"shares":2519,"shareType":"SH","priorValue":722600,"priorShares":2519},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":824095,"shares":2306,"shareType":"SH","priorValue":663113,"priorShares":2306},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":815361,"shares":3421,"shareType":"SH","priorValue":712492,"priorShares":3421},{"issuer":"ISHARES TR","titleOfClass":"EAFE SML CP ETF","cusip":"464288273","value":802873,"shares":9759,"shareType":"SH","priorValue":786531,"priorShares":10031},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":781742,"shares":5271,"shareType":"SH","priorValue":657103,"priorShares":5286},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":692574,"shares":600,"shareType":"SH","priorValue":207772,"priorShares":615},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR BL LN ETF","cusip":"78467V608","value":670949,"shares":16653,"shareType":"SH","priorValue":659621,"priorShares":16433},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":634970,"shares":5404,"shareType":"SH","priorValue":543750,"priorShares":5404},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":609488,"shares":1862,"shareType":"SH","priorValue":549491,"priorShares":1868},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":563261,"shares":3422,"shareType":"SH","priorValue":498722,"priorShares":3422},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":544136,"shares":7637,"shareType":"SH","priorValue":490917,"priorShares":7661},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":508877,"shares":876,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":498147,"shares":689,"shareType":"SH","priorValue":235493,"priorShares":689},{"issuer":"ISHARES TR","titleOfClass":"NEW YORK MUN ETF","cusip":"464288323","value":456683,"shares":8472,"shareType":"SH","priorValue":450033,"priorShares":8472},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":434355,"shares":2432,"shareType":"SH","priorValue":351935,"priorShares":2432},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":431391,"shares":1142,"shareType":"SH","priorValue":353460,"priorShares":1142},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":421000,"shares":351,"shareType":"SH","priorValue":322839,"priorShares":351},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":402752,"shares":715,"shareType":"SH","priorValue":403924,"priorShares":706},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":361782,"shares":723,"shareType":"SH","priorValue":346462,"priorShares":723},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":342747,"shares":999,"shareType":"SH","priorValue":301938,"priorShares":999},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":341978,"shares":1148,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":320340,"shares":3322,"shareType":"SH","priorValue":290936,"priorShares":3280},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":317066,"shares":1260,"shareType":"SH","priorValue":274037,"priorShares":1260},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":310599,"shares":3138,"shareType":"SH","priorValue":305851,"priorShares":3081},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":302971,"shares":711,"shareType":"SH","priorValue":254303,"priorShares":711},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CORE FIXE IN ETF","cusip":"25434V872","value":299733,"shares":7101,"shareType":"SH","priorValue":294316,"priorShares":6971},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"SHS","cusip":"G8994E103","value":266700,"shares":543,"shareType":"SH","priorValue":226290,"priorShares":543},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"MTG-BKD SECS ETF","cusip":"92206C771","value":250293,"shares":5347,"shareType":"SH","priorValue":245502,"priorShares":5229},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":227558,"shares":225,"shareType":"SH"},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":212592,"shares":3731,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":212476,"shares":1876,"shareType":"SH","priorValue":233149,"priorShares":1876}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}