{"url":"https://nivawealth.com/firms/armbruster-capital-management-151590","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/151590","regulatoryAum":1055065472,"crd":"151590","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2687579","suffix":null,"lastName":"ARMBRUSTER","firstName":"MARK","middleName":"EDWARD"},{"crd":"6460301","suffix":null,"lastName":"CEBULA","firstName":"CHRISTOPHER","middleName":"MICHAEL"},{"crd":"7002648","suffix":null,"lastName":"Julien","firstName":"Craig","middleName":"A"},{"crd":"7002660","suffix":null,"lastName":"Rozen","firstName":"Tarryn","middleName":"Denise Larson"},{"crd":"7374907","suffix":null,"lastName":"Warren","firstName":"Rudolph","middleName":"William"},{"crd":"7727791","suffix":null,"lastName":"Zambito","firstName":"Luca","middleName":"Charles"}],"total":6,"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":"2021-03-30","regulatoryAum":521180944,"clients":323,"employees":7,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":726835400,"clients":379,"employees":8,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":670479068,"clients":400,"employees":7,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":742489233,"clients":393,"employees":8,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":900785809,"clients":485,"employees":10,"offices":1},{"filedOn":"2026-07-30","regulatoryAum":1055065472,"clients":524,"employees":9,"offices":1}],"acquisitions":[{"date":"2021-12-01","datePrecision":"month","name":"Apex Advisors","crd":null,"source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://rochesterbeacon.com/2022/01/04/merger-boosts-armbruster-capital-growth/"}],"secFileNumber":"801-71184","legalName":"Armbruster Capital Management, Inc.","displayName":"Armbruster Capital Management","slug":"armbruster-capital-management-151590","website":"https://armbrustercapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/151590/9d1eb8dd5b2486bb-r1.webp","tone":"light","width":741,"height":200,"sourceUrl":"https://www.armbrustercapital.com","sourceLabel":"Armbruster Capital Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/armbrustercapital","xUrl":"https://twitter.com/armbrustercap","founded":"2009","organization":"New York corporation","fiscalYearEnd":"December","headquarters":{"street":"1250 Pittsford Victor Road, Building 100, Suite 180","city":"Pittsford","state":"NY","stateName":"New York","country":"United States","postalCode":"14534"},"tradeNames":[],"registration":{"secApproved":"9 March 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1944253.6991341992,"staff":{"employees":9,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":1055065472,"discretionary":965772160,"discretionaryAccounts":495,"nonDiscretionary":89293312,"nonDiscretionaryAccounts":29,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":205,"regulatoryAum":79941745},{"label":"High-net-worth individuals","clients":257,"regulatoryAum":818303464},{"label":"Pension and profit-sharing plans","clients":30,"regulatoryAum":89685862},{"label":"Charitable organizations","clients":22,"regulatoryAum":55472631},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":11661770}],"feePrograms":[{"role":"main","program":"Regular fee schedule","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051988","versionId":1051988,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-07-16","documentName":"ACM ADV PART 2 2026-07","fee_rate_low":0.4,"fee_rate_high":0.6,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:51:43.99505+00:00","documents":[{"name":"ACM ADV PART 2 2026-07","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051988","versionId":1051988,"submittedOn":"2026-07-16"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":668153681}],"custodyNote":"Armbruster Capital Management has custody of $99M for 31 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Cebula","title":"President","crd":"6460301"},{"name":"Tarryn Rozen","title":"Chief Compliance Officer","crd":"7002660"},{"name":"Mark Armbruster","title":"CEO","crd":"2687579"},{"name":"Omar Armbruster","title":"Owner","crd":"8233972"},{"name":"Amer Armbruster","title":"Owner","crd":"8233980"},{"name":"Nyla Armbruster","title":"Owner","crd":"8233981"}],"ownership":[{"label":"Mark Armbruster","detail":"Ceo in the 25% to 50% ownership band and a control person, since December 2022."},{"label":"Christopher Cebula","detail":"President in the 10% to 25% ownership band and a control person, since December 2022."},{"label":"Omar Armbruster","detail":"Owner in the 5% to 10% ownership band, since December 2025."},{"label":"Amer Armbruster","detail":"Owner in the 5% to 10% ownership band, since December 2025."},{"label":"Nyla Armbruster","detail":"Owner in the 5% to 10% ownership band, since December 2025."},{"label":"Nipa Armbruster","detail":"Client appreciation in the 10% to 25% ownership band, since September 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"1250 Pittsford Victor Road, Building 100, Suite 180","city":"Pittsford","headquarters":true}]}],"brochureServices":["retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"585-381-4180","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"U.S. government/agency bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":90},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"30 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/151590/PDF/151590.pdf","brochureDate":"16 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051988","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 Armbruster Capital Management have?","answer":"Armbruster Capital Management has 524 clients and manages $1.06 billion for them, as of July 2026. They include 257 high-net-worth individuals, 205 individual clients, and 30 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Armbruster Capital Management offer?","answer":"Armbruster Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and retirement plan services.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Armbruster Capital Management charge?","answer":"Armbruster Capital Management charges 0.40%–0.60% a year for its Regular fee schedule. The fee is negotiable.","source":"ACM ADV PART 2 2026-07, filed 16 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Armbruster Capital Management use?","answer":"Armbruster Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $668M. 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 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Armbruster Capital Management have?","answer":"Armbruster Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 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 Armbruster Capital Management invest in?","answer":"At the end of its last fiscal year, Armbruster Capital Management’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 4% exchange-traded equities 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 Armbruster Capital Management?","answer":"Armbruster Capital Management’s direct owners are Mark Armbruster, Christopher Cebula, Omar Armbruster, Amer Armbruster, Nyla Armbruster and Nipa Armbruster, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Armbruster Capital Management get paid?","answer":"Armbruster Capital 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 Armbruster Capital Management?","answer":"Armbruster Capital Management’s main office is at 1250 Pittsford Victor Road, Building 100, Suite 180, Pittsford, NY 14534. Its phone number is 585-381-4180. Its website is armbrustercapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/armbruster-capital-management-151590/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1664847/000114036126028635/0001140361-26-028635-index.html","totalValue":670791214,"positionCount":125,"top10Share":0.5767767897448937,"top10":[{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":70732604,"shares":206320,"shareType":"SH","priorValue":51016702,"priorShares":212578},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"US VALUE FACTR","cusip":"921935805","value":64089254,"shares":431781,"shareType":"SH","priorValue":58147347,"priorShares":431969},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 PUR VAL","cusip":"46137V258","value":41753806,"shares":366841,"shareType":"SH","priorValue":39735698,"priorShares":370013},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 LOW VOL","cusip":"46138E354","value":40449100,"shares":540041,"shareType":"SH","priorValue":38750547,"priorShares":529813},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":37725627,"shares":171926,"shareType":"SH","priorValue":32669695,"priorShares":170323},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"US QUALITY","cusip":"921935706","value":32653756,"shares":191754,"shareType":"SH","priorValue":28419441,"priorShares":190437},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL VLU FT","cusip":"46435G409","value":28090912,"shares":671710,"shareType":"SH","priorValue":26789674,"priorShares":675143},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL MOMENT","cusip":"46434V449","value":24552652,"shares":460391,"shareType":"SH","priorValue":21749555,"priorShares":452927},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL QUALTY","cusip":"46434V456","value":23642188,"shares":477138,"shareType":"SH","priorValue":21642205,"priorShares":468142},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"EMERGING MKT VAL","cusip":"025072372","value":23206904,"shares":353764,"shareType":"SH","priorValue":20896398,"priorShares":348389}],"positionsListed":125,"positions":[{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":70732604,"shares":206320,"shareType":"SH","priorValue":51016702,"priorShares":212578},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"US VALUE FACTR","cusip":"921935805","value":64089254,"shares":431781,"shareType":"SH","priorValue":58147347,"priorShares":431969},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 PUR VAL","cusip":"46137V258","value":41753806,"shares":366841,"shareType":"SH","priorValue":39735698,"priorShares":370013},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 LOW VOL","cusip":"46138E354","value":40449100,"shares":540041,"shareType":"SH","priorValue":38750547,"priorShares":529813},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":37725627,"shares":171926,"shareType":"SH","priorValue":32669695,"priorShares":170323},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"US QUALITY","cusip":"921935706","value":32653756,"shares":191754,"shareType":"SH","priorValue":28419441,"priorShares":190437},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL VLU FT","cusip":"46435G409","value":28090912,"shares":671710,"shareType":"SH","priorValue":26789674,"priorShares":675143},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL MOMENT","cusip":"46434V449","value":24552652,"shares":460391,"shareType":"SH","priorValue":21749555,"priorShares":452927},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL QUALTY","cusip":"46434V456","value":23642188,"shares":477138,"shareType":"SH","priorValue":21642205,"priorShares":468142},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"EMERGING MKT VAL","cusip":"025072372","value":23206904,"shares":353764,"shareType":"SH","priorValue":20896398,"priorShares":348389},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE MIN VL","cusip":"46429B689","value":20079626,"shares":228932,"shareType":"SH","priorValue":20231694,"priorShares":221426},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P SMLCP MOMENT","cusip":"46137V498","value":18554283,"shares":198166,"shareType":"SH","priorValue":15394126,"priorShares":202501},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":15965866,"shares":165518,"shareType":"SH","priorValue":15400219,"priorShares":166058},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P SMLCP LOW","cusip":"46138G102","value":13936419,"shares":265916,"shareType":"SH","priorValue":12271727,"priorShares":260019},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":13856804,"shares":143475,"shareType":"SH","priorValue":14215156,"priorShares":157022},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"US MOMENTUM","cusip":"921935508","value":11855717,"shares":47516,"shareType":"SH","priorValue":9779314,"priorShares":49616},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 CONC ETF","cusip":"46138E396","value":10946214,"shares":156628,"shareType":"SH","priorValue":9358449,"priorShares":157428},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":10258147,"shares":29828,"shareType":"SH","priorValue":8943983,"priorShares":29928},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P SML600 VAL","cusip":"46137V167","value":9504298,"shares":63762,"shareType":"SH","priorValue":8223448,"priorShares":66103},{"issuer":"ISHARES INC","titleOfClass":"EMNG MKTS EQT","cusip":"46434G889","value":9181963,"shares":125334,"shareType":"SH","priorValue":7930134,"priorShares":131228},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":7955341,"shares":10653,"shareType":"SH","priorValue":6930673,"priorShares":10657},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":7279814,"shares":87878,"shareType":"SH","priorValue":6498259,"priorShares":93165},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":7157851,"shares":258406,"shareType":"SH","priorValue":6404171,"priorShares":258754},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":6625677,"shares":85925,"shareType":"SH","priorValue":5826151,"priorShares":86275},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":5685413,"shares":8278,"shareType":"SH","priorValue":5866746,"priorShares":9818},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":5652622,"shares":7548,"shareType":"SH","priorValue":4974194,"priorShares":7615},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":5227515,"shares":96770,"shareType":"SH","priorValue":5286973,"priorShares":100170},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":4619351,"shares":64833,"shareType":"SH","priorValue":4264140,"priorShares":66544},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":4412777,"shares":45733,"shareType":"SH","priorValue":4110789,"priorShares":51015},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":4325642,"shares":53688,"shareType":"SH","priorValue":4029997,"priorShares":14033},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":4083560,"shares":138755,"shareType":"SH","priorValue":4204447,"priorShares":163980},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US LARGE CAP VLU","cusip":"025072349","value":3644569,"shares":39958,"shareType":"SH","priorValue":3942474,"priorShares":48908},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":3594738,"shares":24238,"shareType":"SH","priorValue":3013026,"priorShares":24238},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":3575939,"shares":40089,"shareType":"SH","priorValue":4158093,"priorShares":49011},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P INTL LOW","cusip":"46138E230","value":3342411,"shares":96900,"shareType":"SH","priorValue":3486714,"priorShares":101200},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":2979103,"shares":22528,"shareType":"SH","priorValue":2525177,"priorShares":22492},{"issuer":"SPDR SERIES TRUST","titleOfClass":"SPDR S&P 500 ESG","cusip":"78468R531","value":2577784,"shares":35346,"shareType":"SH","priorValue":2246672,"priorShares":35616},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2430824,"shares":8401,"shareType":"SH","priorValue":2218168,"priorShares":8740},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":2428893,"shares":4854,"shareType":"SH","priorValue":2353830,"priorShares":4912},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":2143127,"shares":17178,"shareType":"SH","priorValue":2272147,"priorShares":20568},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":2073093,"shares":34731,"shareType":"SH","priorValue":1954989,"priorShares":36170},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":2066303,"shares":5584,"shareType":"SH","priorValue":983924,"priorShares":3067},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA SMCP MN","cusip":"46435G433","value":1970512,"shares":42800,"shareType":"SH","priorValue":2029940,"priorShares":46540},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1577731,"shares":4820,"shareType":"SH","priorValue":2085594,"priorShares":7090},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":1569143,"shares":27209,"shareType":"SH","priorValue":1726184,"priorShares":35724},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":1523365,"shares":16779,"shareType":"SH","priorValue":1341168,"priorShares":16964},{"issuer":"BROADSTONE NET LEASE INC","titleOfClass":"COM","cusip":"11135E203","value":1458351,"shares":70554,"shareType":"SH","priorValue":1289022,"priorShares":70554},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS US LARG","cusip":"025072158","value":1457352,"shares":16200,"shareType":"SH","priorValue":1628550,"priorShares":21000},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":1454453,"shares":14147,"shareType":"SH","priorValue":1318791,"priorShares":13792},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P400MID","cusip":"78464A847","value":1332756,"shares":19727,"shareType":"SH","priorValue":1408548,"priorShares":23785},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":1321598,"shares":9465,"shareType":"SH","priorValue":976376,"priorShares":22125},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":1271131,"shares":35056,"shareType":"SH","priorValue":1154930,"priorShares":35051},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":1253098,"shares":4134,"shareType":"SH","priorValue":1112898,"priorShares":4249},{"issuer":"ISHARES TR","titleOfClass":"INTL EQTY FACTOR","cusip":"46434V274","value":1203200,"shares":29375,"shareType":"SH","priorValue":1309056,"priorShares":33600},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1193904,"shares":3201,"shareType":"SH","priorValue":1195461,"priorShares":3229},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP MOMNTUM","cusip":"46137V464","value":1184004,"shares":6959,"shareType":"SH","priorValue":1009194,"priorShares":6959},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":1173989,"shares":5387,"shareType":"SH","priorValue":1040841,"priorShares":5305},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"LARG CAP GRO ETF","cusip":"46137V746","value":1073090,"shares":6370,"shareType":"SH","priorValue":802174,"priorShares":6370},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":1024312,"shares":2866,"shareType":"SH","priorValue":826447,"priorShares":2874},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":963591,"shares":9276,"shareType":"SH","priorValue":900978,"priorShares":9276},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":947521,"shares":9826,"shareType":"SH","priorValue":840965,"priorShares":9481},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":923319,"shares":9390,"shareType":"SH","priorValue":1869944,"priorShares":20299},{"issuer":"ISHARES INC","titleOfClass":"MSCI EMERG MRKT","cusip":"464286533","value":880776,"shares":11700,"shareType":"SH","priorValue":778378,"priorShares":12025},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":878166,"shares":3614,"shareType":"SH","priorValue":785142,"priorShares":3614},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":863788,"shares":11087,"shareType":"SH","priorValue":869332,"priorShares":11087},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":850329,"shares":2251,"shareType":"SH","priorValue":931935,"priorShares":3011},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":787815,"shares":21805,"shareType":"SH","priorValue":636270,"priorShares":21880},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":784576,"shares":1840,"shareType":"SH","priorValue":678344,"priorShares":1830},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":777638,"shares":1056,"shareType":"SH","priorValue":1594171,"priorShares":2762},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"LARGE CAP VALUE","cusip":"46137V738","value":766565,"shares":10117,"shareType":"SH","priorValue":705256,"priorShares":10117},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":716273,"shares":1978,"shareType":"SH","priorValue":697015,"priorShares":1981},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":707286,"shares":2769,"shareType":"SH","priorValue":376501,"priorShares":2769},{"issuer":"NATIONAL FUEL GAS CO","titleOfClass":"COM","cusip":"636180101","value":673503,"shares":8723,"shareType":"SH","priorValue":819613,"priorShares":8723},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":643355,"shares":4390,"shareType":"SH","priorValue":648755,"priorShares":4410},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":638088,"shares":7270,"shareType":"SH","priorValue":675238,"priorShares":7270},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P SMCP VLU MNT","cusip":"46137V480","value":632851,"shares":9094,"shareType":"SH","priorValue":548004,"priorShares":9094},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP VLU MNT","cusip":"46137V456","value":620479,"shares":8749,"shareType":"SH","priorValue":569735,"priorShares":8749},{"issuer":"ISHARES INC","titleOfClass":"MSCI GBL MIN VOL","cusip":"464286525","value":620387,"shares":5160,"shareType":"SH","priorValue":616672,"priorShares":5160},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":615646,"shares":7351,"shareType":"SH","priorValue":552060,"priorShares":7351},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP AERO","cusip":"78464A631","value":612986,"shares":2160,"shareType":"SH","priorValue":548597,"priorShares":2160},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":566157,"shares":4820,"shareType":"SH","priorValue":373984,"priorShares":4820},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":548827,"shares":2181,"shareType":"SH","priorValue":474346,"priorShares":2181},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US GWT","cusip":"464287671","value":545461,"shares":2900,"shareType":"SH","priorValue":449819,"priorShares":2900},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":523325,"shares":18071,"shareType":"SH","priorValue":451084,"priorShares":17971},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":500100,"shares":1418,"shareType":"SH","priorValue":466366,"priorShares":1418},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":497778,"shares":4395,"shareType":"SH","priorValue":546211,"priorShares":4395},{"issuer":"ISHARES TR","titleOfClass":"ESG SELECT SCRE","cusip":"46436E551","value":491514,"shares":9425,"shareType":"SH","priorValue":418538,"priorShares":9225},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":488365,"shares":1175,"shareType":"SH","priorValue":317943,"priorShares":1175},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":482166,"shares":923,"shareType":"SH","priorValue":427524,"priorShares":923},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":478409,"shares":1354,"shareType":"SH","priorValue":385253,"priorShares":1343},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":464259,"shares":926,"shareType":"SH","priorValue":455157,"priorShares":926},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE SMCAP ETF","cusip":"922042718","value":455001,"shares":2949,"shareType":"SH","priorValue":429935,"priorShares":2949},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":454175,"shares":13643,"shareType":"SH","priorValue":524164,"priorShares":13643},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":436725,"shares":11845,"shareType":"SH","priorValue":366721,"priorShares":11845},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":433318,"shares":2742,"shareType":"SH","priorValue":406090,"priorShares":2742},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":412113,"shares":2278,"shareType":"SH","priorValue":929045,"priorShares":5619},{"issuer":"SHERWIN WILLIAMS CO","titleOfClass":"COM","cusip":"824348106","value":411118,"shares":1194,"shareType":"SH","priorValue":382737,"priorShares":1194},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":409654,"shares":1613,"shareType":"SH","priorValue":356149,"priorShares":1457},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":404942,"shares":1440,"shareType":"SH","priorValue":364797,"priorShares":1505},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":404453,"shares":4731,"shareType":"SH","priorValue":274512,"priorShares":3560},{"issuer":"ISHARES TR","titleOfClass":"ESG SELE SCR ETF","cusip":"46436E544","value":398021,"shares":7546,"shareType":"SH","priorValue":320262,"priorShares":7356},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN US SMAL ETF","cusip":"025072323","value":393102,"shares":5360,"shareType":"SH","priorValue":380030,"priorShares":6100},{"issuer":"FLEX LTD","titleOfClass":"ORD","cusip":"Y2573F102","value":378758,"shares":2337,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":368712,"shares":1547,"shareType":"SH","priorValue":322194,"priorShares":1547},{"issuer":"VANGUARD WORLD FD","titleOfClass":"CONSUM STP ETF","cusip":"92204A207","value":367549,"shares":1630,"shareType":"SH","priorValue":366082,"priorShares":1630},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":360400,"shares":4000,"shareType":"SH","priorValue":300760,"priorShares":4000},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":352831,"shares":7002,"shareType":"SH","priorValue":314757,"priorShares":6895},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":343095,"shares":2670,"shareType":"SH","priorValue":564401,"priorShares":4692},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":339663,"shares":2242,"shareType":"SH","priorValue":358047,"priorShares":2242},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":339153,"shares":602,"shareType":"SH","priorValue":344422,"priorShares":602},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":336059,"shares":799,"shareType":"SH","priorValue":297028,"priorShares":799},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600SM C","cusip":"78464A300","value":331476,"shares":3038,"shareType":"SH","priorValue":292063,"priorShares":3088},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":308468,"shares":305,"shareType":"SH","priorValue":257181,"priorShares":304},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":305337,"shares":1526,"shareType":"SH","priorValue":407747,"priorShares":2338},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":303092,"shares":324,"shareType":"SH","priorValue":322843,"priorShares":324},{"issuer":"ISHARES INC","titleOfClass":"ESG AWR MSCI EM","cusip":"46434G863","value":267981,"shares":4900,"shareType":"SH","priorValue":227350,"priorShares":5000},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":242865,"shares":1500,"shareType":"SH","priorValue":217845,"priorShares":1500},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":241337,"shares":1272,"shareType":"SH","priorValue":244597,"priorShares":1268},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":232424,"shares":1585,"shareType":"SH","priorValue":409343,"priorShares":2834},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":228694,"shares":2814,"shareType":"SH","priorValue":472347,"priorShares":6211},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":219964,"shares":1327,"shareType":"SH","priorValue":418973,"priorShares":2025},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":218979,"shares":2900,"shareType":"SH","priorValue":663404,"priorShares":7525},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":216965,"shares":1098,"shareType":"SH","priorValue":202339,"priorShares":1098},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 HDL VOL","cusip":"46138E362","value":214850,"shares":4226,"shareType":"SH","priorValue":206923,"priorShares":4171},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":208165,"shares":2177,"shareType":"SH"}]},"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."}