{"url":"https://nivawealth.com/firms/bcgm-wealth-management-306757","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306757","regulatoryAum":541469419,"crd":"306757","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6757917","suffix":null,"lastName":"Busch","firstName":"Scott","middleName":"Charles"},{"crd":"5602142","suffix":null,"lastName":"CARDWELL","firstName":"WILLIAM","middleName":"J"},{"crd":"8334940","suffix":null,"lastName":"Collins","firstName":"Jackson","middleName":"H"},{"crd":"5279417","suffix":null,"lastName":"CRITES","firstName":"AUSTIN","middleName":"JOSEPH"},{"crd":"1035568","suffix":null,"lastName":"GETTINGS","firstName":"WILLIAM","middleName":"PAUL"},{"crd":"7255433","suffix":null,"lastName":"GIFFORD","firstName":"CHAD","middleName":null},{"crd":"8328859","suffix":null,"lastName":"Goyal","firstName":"Rishabh","middleName":"NMN"},{"crd":"7842324","suffix":null,"lastName":"Hubbert","firstName":"Reed","middleName":"Alexander"},{"crd":"8211026","suffix":null,"lastName":"Iles","firstName":"Brian","middleName":"David"},{"crd":"1452505","suffix":null,"lastName":"MACDONALD","firstName":"JAMES","middleName":"THOMAS"},{"crd":"6791490","suffix":null,"lastName":"ROE","firstName":"PIERCE","middleName":"E"}],"total":11,"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":"2021-05-24","regulatoryAum":240086972,"clients":589,"employees":5,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":313707477,"clients":676,"employees":5,"offices":2},{"filedOn":"2023-07-13","regulatoryAum":298225244,"clients":727,"employees":5,"offices":2},{"filedOn":"2024-05-03","regulatoryAum":376205837,"clients":782,"employees":10,"offices":2},{"filedOn":"2025-07-08","regulatoryAum":444067799,"clients":796,"employees":9,"offices":2},{"filedOn":"2026-09-24","regulatoryAum":541469419,"clients":884,"employees":10,"offices":2}],"secFileNumber":"801-117868","legalName":"BCGM Wealth Management, LLC","displayName":"BCGM Wealth Management","slug":"bcgm-wealth-management-306757","website":"https://gettingsbusch.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://linkedin.com/company/gettings-reed-financial-services/","founded":null,"organization":"Indiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"672 Main Street, Suite 300","city":"Lafayette","state":"IN","stateName":"Indiana","country":"United States","postalCode":"47901"},"tradeNames":["Aurora Financial Strategies","Gettings Busch","Gettings Busch Wealth","Gettings Reed","Gettings Reed Financial"],"registration":{"secApproved":"2 January 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":610415.5153933866,"staff":{"employees":10,"advisory":8,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":541469419,"discretionary":516175038,"discretionaryAccounts":1946,"nonDiscretionary":25294381,"nonDiscretionaryAccounts":35,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":675,"regulatoryAum":143308324},{"label":"High-net-worth individuals","clients":202,"regulatoryAum":392026083},{"label":"Charitable organizations","clients":4,"fewerThan5":true,"regulatoryAum":5197183},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":937829}],"feePrograms":[{"role":"main","program":"Investment management fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048170","versionId":1048170,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-06-11","documentName":"BCGM 2023 PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":1.15,"fee_negotiable":true,"minimum_account":100000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Stand-alone financial planning is negotiated as a fixed fee, with fixed fees for financial plans ranging from $250 to $5,000; consulting may be a monthly fixed fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048170","versionId":1048170,"submittedOn":"2026-06-11","documentName":"BCGM 2023 PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:39:52.360461+00:00","documents":[{"name":"BCGM 2023 PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048170","versionId":1048170,"submittedOn":"2026-06-11"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":541469419}],"custodyNote":"BCGM Wealth Management has custody of $174M in client assets for 634 clients.","otherCustodians":[],"leadership":[{"name":"Andy Armstrong","title":"Chief Compliance Officer","crd":"4448534"},{"name":"Scott Busch","title":"Member","crd":"6757917"},{"name":"William Cardwell","title":"Member","crd":"5602142"},{"name":"William Gettings","title":"Managing Member","crd":"1035568"}],"ownership":[{"label":"William Gettings","detail":"Managing member in the 10% to 25% ownership band and a control person, since August 2019."},{"label":"Scott Busch","detail":"Member in the 50% to 75% ownership band and a control person, since August 2019."},{"label":"William Cardwell","detail":"Member in the 10% to 25% ownership band and a control person, since December 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Indiana","offices":2,"addresses":[{"street":"672 Main Street, Suite 300","city":"Lafayette","headquarters":true},{"street":"2705 S. Berkley RD.","city":"Kokomo"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"765-742-7366","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":79},{"label":"Securities issued by registered investment companies or business development companies","percent":15},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"24 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306757/PDF/306757.pdf","brochureDate":"11 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048170","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 BCGM Wealth Management have?","answer":"BCGM Wealth Management has 884 clients and manages $541 million for them, as of September 2026. They include 675 individual clients, 202 high-net-worth individuals and 4 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BCGM Wealth Management offer?","answer":"BCGM Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does BCGM Wealth Management charge?","answer":"BCGM Wealth Management charges up to 1.15% a year for its Investment management fees. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.","source":"BCGM 2023 PART 2A BROCHURE, filed 11 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does BCGM Wealth Management use?","answer":"BCGM Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $541M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BCGM Wealth Management have?","answer":"BCGM Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are 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 BCGM Wealth Management invest in?","answer":"At the end of its last fiscal year, BCGM Wealth Management’s separately managed accounts held 79% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs) and 6% 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":"Does BCGM Wealth Management have a minimum investment?","answer":"Yes, BCGM Wealth Management’s minimum account size for its Investment management fees is $100K.","source":"BCGM 2023 PART 2A BROCHURE, filed 11 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns BCGM Wealth Management?","answer":"BCGM Wealth Management’s direct owners are William Gettings (10% to 25%), Scott Busch (50% to 75%) and William Cardwell (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BCGM Wealth Management get paid?","answer":"BCGM Wealth Management is paid through a percentage of assets under management and fixed fees. 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 BCGM Wealth Management?","answer":"BCGM Wealth Management’s main office is at 672 Main Street, Suite 300, Lafayette, IN 47901. Its phone number is 765-742-7366. Its website is gettingsbusch.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/bcgm-wealth-management-306757/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-04","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1830467/000176538026000268/0001765380-26-000268-index.html","totalValue":472991565,"positionCount":182,"top10Share":0.3681277254912569,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":36155108,"shares":220096,"shareType":"SH","priorValue":17884841,"priorShares":125569},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"CORE BD ETF","cusip":"922020748","value":25442382,"shares":329425,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":19719050,"shares":26331,"shareType":"SH","priorValue":17483123,"priorShares":26765},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":17100651,"shares":23222,"shareType":"SH","priorValue":13647975,"priorShares":23646},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":15290480,"shares":224827,"shareType":"SH","priorValue":12676186,"priorShares":217879},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":14927277,"shares":120216,"shareType":"SH","priorValue":12058660,"priorShares":28280},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE VALUE ETF","cusip":"46641Q167","value":13875455,"shares":174732,"shareType":"SH","priorValue":14975737,"priorShares":208721},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA IN CTRY ETF","cusip":"09290C764","value":12348364,"shares":337387,"shareType":"SH","priorValue":10073728,"priorShares":313306},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":10730670,"shares":8946,"shareType":"SH","priorValue":4514929,"priorShares":4909},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL DVD ETF","cusip":"921946810","value":8531872,"shares":91367,"shareType":"SH","priorValue":7823751,"priorShares":88444}],"positionsListed":182,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":36155108,"shares":220096,"shareType":"SH","priorValue":17884841,"priorShares":125569},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"CORE BD ETF","cusip":"922020748","value":25442382,"shares":329425,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":19719050,"shares":26331,"shareType":"SH","priorValue":17483123,"priorShares":26765},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":17100651,"shares":23222,"shareType":"SH","priorValue":13647975,"priorShares":23646},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":15290480,"shares":224827,"shareType":"SH","priorValue":12676186,"priorShares":217879},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":14927277,"shares":120216,"shareType":"SH","priorValue":12058660,"priorShares":28280},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE VALUE ETF","cusip":"46641Q167","value":13875455,"shares":174732,"shareType":"SH","priorValue":14975737,"priorShares":208721},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA IN CTRY ETF","cusip":"09290C764","value":12348364,"shares":337387,"shareType":"SH","priorValue":10073728,"priorShares":313306},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":10730670,"shares":8946,"shareType":"SH","priorValue":4514929,"priorShares":4909},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL DVD ETF","cusip":"921946810","value":8531872,"shares":91367,"shareType":"SH","priorValue":7823751,"priorShares":88444},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"MANAGD MUN ETF","cusip":"33739N108","value":7593810,"shares":147834,"shareType":"SH","priorValue":6992097,"priorShares":138020},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":7476728,"shares":10886,"shareType":"SH","priorValue":6506863,"priorShares":10889},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":7182772,"shares":315310,"shareType":"SH","priorValue":6179455,"priorShares":269727},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":6926727,"shares":20205,"shareType":"SH","priorValue":6291068,"priorShares":26214},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":6835517,"shares":49996,"shareType":"SH","priorValue":8112594,"priorShares":47817},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":6604912,"shares":249054,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C508","value":6007888,"shares":121396,"shareType":"SH","priorValue":5649587,"priorShares":122471},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":5857584,"shares":70710,"shareType":"SH","priorValue":7696680,"priorShares":110347},{"issuer":"ISHARES TR","titleOfClass":"10-20 YR TRS ETF","cusip":"464288653","value":5751960,"shares":57319,"shareType":"SH","priorValue":6193098,"priorShares":61488},{"issuer":"BONDBLOXX ETF TRUST","titleOfClass":"IR M TAXAWARE","cusip":"09789C721","value":5708960,"shares":112514,"shareType":"SH","priorValue":5456452,"priorShares":107931},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":5660327,"shares":31288,"shareType":"SH","priorValue":4479704,"priorShares":27094},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":5558510,"shares":25332,"shareType":"SH","priorValue":10292611,"priorShares":53660},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA US THEM ETF","cusip":"09290C806","value":5026411,"shares":116595,"shareType":"SH","priorValue":5441507,"priorShares":150235},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":5019475,"shares":49861,"shareType":"SH","priorValue":1656814,"priorShares":16460},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA LA CORE ETF","cusip":"09290C855","value":4988137,"shares":99030,"shareType":"SH","priorValue":4742348,"priorShares":115498},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":4975742,"shares":102741,"shareType":"SH","priorValue":4953426,"priorShares":103089},{"issuer":"U HAUL HOLDING COMPANY","titleOfClass":"COM SER N","cusip":"023586506","value":4948030,"shares":85754,"shareType":"SH","priorValue":3603127,"priorShares":80661},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":4866613,"shares":96216,"shareType":"SH","priorValue":4564394,"priorShares":91489},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIA US JAN ETF","cusip":"00888H802","value":4812163,"shares":124426,"shareType":"SH","priorValue":4539060,"priorShares":124426},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES DEFENSE","cusip":"09290C699","value":4710950,"shares":148236,"shareType":"SH","priorValue":4174418,"priorShares":127580},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":4401040,"shares":40894,"shareType":"SH","priorValue":4451087,"priorShares":41932},{"issuer":"LOVESAC CO","titleOfClass":"COM","cusip":"54738L109","value":4392089,"shares":263157,"shareType":"SH","priorValue":3713769,"priorShares":251440},{"issuer":"LOUISIANA PAC CORP","titleOfClass":"COM","cusip":"546347105","value":4113714,"shares":52297,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"SMITH OPPORT FXD","cusip":"33740F805","value":4045904,"shares":92775,"shareType":"SH","priorValue":3843105,"priorShares":88165},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":3947090,"shares":7750,"shareType":"SH","priorValue":5047087,"priorShares":7398},{"issuer":"BONDBLOXX ETF TRUST","titleOfClass":"IR M TAX AWARE","cusip":"09789C663","value":3906422,"shares":76822,"shareType":"SH","priorValue":3787272,"priorShares":75493},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"CORE PLUS BD ETF","cusip":"46641Q670","value":3889764,"shares":82867,"shareType":"SH","priorValue":3180735,"priorShares":67560},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":3880917,"shares":13412,"shareType":"SH","priorValue":4858309,"priorShares":19143},{"issuer":"MOBILEYE GLOBAL INC","titleOfClass":"COMMON CLASS A","cusip":"60741F104","value":3866623,"shares":399445,"shareType":"SH","priorValue":2533402,"priorShares":368763},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHA FLEX IN ETF","cusip":"092528603","value":3836233,"shares":73294,"shareType":"SH","priorValue":3729019,"priorShares":71809},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":3699016,"shares":45911,"shareType":"SH","priorValue":3637822,"priorShares":12667},{"issuer":"SIBANYE STILLWATER LTD","titleOfClass":"SPONSORED ADR","cusip":"82575P107","value":3694880,"shares":435204,"shareType":"SH","priorValue":5281042,"priorShares":428656},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":3619769,"shares":11058,"shareType":"SH","priorValue":3168653,"priorShares":10772},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":3610780,"shares":18046,"shareType":"SH","priorValue":3132278,"priorShares":17960},{"issuer":"GENTEX CORP","titleOfClass":"COM","cusip":"371901109","value":3550655,"shares":140509,"shareType":"SH","priorValue":1567975,"priorShares":71761},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":3469056,"shares":48689,"shareType":"SH","priorValue":4099672,"priorShares":63977},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":3336388,"shares":8027,"shareType":"SH","priorValue":2042591,"priorShares":7549},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US TIPS ETF","cusip":"808524870","value":3297756,"shares":124444,"shareType":"SH","priorValue":3147882,"priorShares":118297},{"issuer":"HUNTINGTON INGALLS INDS INC","titleOfClass":"COM","cusip":"446413106","value":3209318,"shares":11466,"shareType":"SH","priorValue":4226767,"priorShares":11126},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":3166796,"shares":30612,"shareType":"SH","priorValue":2121657,"priorShares":29541},{"issuer":"DEVON ENERGY CORP NEW","titleOfClass":"COM","cusip":"25179M103","value":2992392,"shares":72420,"shareType":"SH"},{"issuer":"FIRST SOLAR INC","titleOfClass":"COM","cusip":"336433107","value":2912454,"shares":12343,"shareType":"SH","priorValue":1673357,"priorShares":8483},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":2874743,"shares":49848,"shareType":"SH","priorValue":2505350,"priorShares":51849},{"issuer":"ISHARES TR","titleOfClass":"CORE 1 5 YR USD","cusip":"46432F859","value":2719947,"shares":56372,"shareType":"SH","priorValue":2608348,"priorShares":53825},{"issuer":"SIMON PPTY GROUP INC NEW","titleOfClass":"COM","cusip":"828806109","value":2658902,"shares":11889,"shareType":"SH","priorValue":2117781,"priorShares":11354},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":2651759,"shares":62630,"shareType":"SH","priorValue":2976120,"priorShares":59285},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":2650566,"shares":5297,"shareType":"SH","priorValue":3422926,"priorShares":7143},{"issuer":"FACTSET RESH SYS INC","titleOfClass":"COM","cusip":"303075105","value":2529111,"shares":10992,"shareType":"SH"},{"issuer":"FARMLAND PARTNERS INC","titleOfClass":"COM","cusip":"31154R109","value":2377297,"shares":245589,"shareType":"SH","priorValue":3025039,"priorShares":269371},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":2277818,"shares":30166,"shareType":"SH","priorValue":2387902,"priorShares":27086},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":2090553,"shares":7776,"shareType":"SH","priorValue":1792176,"priorShares":7777},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":1832336,"shares":14503,"shareType":"SH","priorValue":1902013,"priorShares":13647},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NATL AMT MUNI","cusip":"46138E537","value":1819933,"shares":77378,"shareType":"SH","priorValue":879726,"priorShares":38282},{"issuer":"BOSTON BEER INC","titleOfClass":"CL A","cusip":"100557107","value":1814026,"shares":10247,"shareType":"SH","priorValue":2291098,"priorShares":9944},{"issuer":"KROGER CO","titleOfClass":"COM","cusip":"501044101","value":1782975,"shares":32108,"shareType":"SH","priorValue":2202621,"priorShares":30440},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":1754591,"shares":55332,"shareType":"SH","priorValue":1842559,"priorShares":60057},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR NUVEE ETF","cusip":"78468R721","value":1619396,"shares":35358,"shareType":"SH","priorValue":279430,"priorShares":6163},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":1595077,"shares":4463,"shareType":"SH","priorValue":1230693,"priorShares":4280},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":1559149,"shares":44790,"shareType":"SH","priorValue":1404564,"priorShares":46051},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1554453,"shares":6522,"shareType":"SH","priorValue":1274821,"priorShares":6121},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C656","value":1541754,"shares":33480,"shareType":"SH","priorValue":1441649,"priorShares":33480},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":1505893,"shares":29527,"shareType":"SH","priorValue":3793533,"priorShares":74412},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":1402743,"shares":14542,"shareType":"SH","priorValue":1445969,"priorShares":15592},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":1373258,"shares":57029,"shareType":"SH","priorValue":1527496,"priorShares":54398},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BF","cusip":"45782C680","value":1358977,"shares":29776,"shareType":"SH","priorValue":1272031,"priorShares":29776},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIA US MAY ETF","cusip":"00888H752","value":1321886,"shares":38018,"shareType":"SH","priorValue":1284776,"priorShares":38018},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C318","value":1320857,"shares":31982,"shareType":"SH","priorValue":1277361,"priorShares":31982},{"issuer":"CHECK POINT SOFTWARE TECH LT","titleOfClass":"ORD","cusip":"M22465104","value":1313380,"shares":9993,"shareType":"SH","priorValue":1363932,"priorShares":9548},{"issuer":"DIAGEO PLC","titleOfClass":"SPON ADR NEW","cusip":"25243Q205","value":1293170,"shares":16088,"shareType":"SH","priorValue":1154270,"priorShares":15504},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":1251481,"shares":17048,"shareType":"SH","priorValue":1266344,"priorShares":17196},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":1194134,"shares":23609,"shareType":"SH","priorValue":1566879,"priorShares":30954},{"issuer":"TRANSOCEAN LTD","titleOfClass":"REGISTERED SHS","cusip":"H8817H100","value":1192387,"shares":243842,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 GR ETF","cusip":"464289438","value":1191711,"shares":4101,"shareType":"SH","priorValue":1312289,"priorShares":5274},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":1178839,"shares":8572,"shareType":"SH","priorValue":630178,"priorShares":5571},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY BUFR JUL","cusip":"45782C789","value":1159627,"shares":21352,"shareType":"SH","priorValue":1060889,"priorShares":21352},{"issuer":"CALAMOS ETF TR","titleOfClass":"S P 500 STRUCTUR","cusip":"12811T605","value":1043048,"shares":35650,"shareType":"SH","priorValue":1028699,"priorShares":35650},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":1041770,"shares":20740,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US SML CP PWR B","cusip":"45782C474","value":1024713,"shares":22457,"shareType":"SH","priorValue":936951,"priorShares":22457},{"issuer":"PIMCO ETF TR","titleOfClass":"SHTRM MUN BD ACT","cusip":"72201R874","value":1021649,"shares":20231,"shareType":"SH","priorValue":1122431,"priorShares":22248},{"issuer":"FIRST MERCHANTS CORP","titleOfClass":"COM","cusip":"320817109","value":989378,"shares":22645,"shareType":"SH","priorValue":878916,"priorShares":22693},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":927488,"shares":1242,"shareType":"SH","priorValue":805121,"priorShares":1238},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":893797,"shares":2415,"shareType":"SH","priorValue":774321,"priorShares":2414},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":857682,"shares":7176,"shareType":"SH","priorValue":646754,"priorShares":927},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C417","value":847981,"shares":19693,"shareType":"SH","priorValue":789689,"priorShares":19693},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H687","value":835552,"shares":25022,"shareType":"SH","priorValue":790410,"priorShares":25022},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":812578,"shares":13367,"shareType":"SH","priorValue":778841,"priorShares":13765},{"issuer":"DOMINION ENERGY INC","titleOfClass":"COM","cusip":"25746U109","value":805915,"shares":11801,"shareType":"SH","priorValue":707057,"priorShares":11437},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":783531,"shares":13873,"shareType":"SH","priorValue":994319,"priorShares":17543},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQ","cusip":"00888H869","value":777097,"shares":21302,"shareType":"SH","priorValue":716599,"priorShares":21302},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":772500,"shares":2045,"shareType":"SH","priorValue":590237,"priorShares":1907},{"issuer":"ISHARES TR","titleOfClass":"SYSTEMATIC BD ET","cusip":"46435U796","value":750717,"shares":8462,"shareType":"SH","priorValue":719298,"priorShares":8082},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST U.S EQT","cusip":"33740U695","value":727238,"shares":17505,"shareType":"SH","priorValue":676164,"priorShares":17505},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":711850,"shares":5624,"shareType":"SH","priorValue":702227,"priorShares":5363},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA SZE FT","cusip":"46432F370","value":706728,"shares":3964,"shareType":"SH","priorValue":632123,"priorShares":3964},{"issuer":"ISHARES TR","titleOfClass":"S&P 100 ETF","cusip":"464287101","value":659841,"shares":1803,"shareType":"SH","priorValue":586035,"priorShares":1842},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":615748,"shares":9899,"shareType":"SH","priorValue":534012,"priorShares":8536},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US B","cusip":"808524789","value":610632,"shares":20047,"shareType":"SH","priorValue":521098,"priorShares":19158},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C797","value":596925,"shares":12862,"shareType":"SH","priorValue":585736,"priorShares":13587},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F862","value":565050,"shares":10000,"shareType":"SH","priorValue":517830,"priorShares":10000},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":554841,"shares":985,"shareType":"SH","priorValue":772376,"priorShares":1350},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":538181,"shares":10624,"shareType":"SH","priorValue":959054,"priorShares":19185},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY BUF SEP","cusip":"45782C664","value":527300,"shares":10000,"shareType":"SH","priorValue":480835,"priorShares":10000},{"issuer":"ABRDN SILVER ETF TRUST","titleOfClass":"PHYSCL SILVR SHS","cusip":"003264108","value":507273,"shares":9023,"shareType":"SH","priorValue":646925,"priorShares":9034},{"issuer":"MERCHANTS BANCORP IND","titleOfClass":"COM","cusip":"58844R108","value":504866,"shares":10097,"shareType":"SH","priorValue":664131,"priorShares":15477},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":492943,"shares":1172,"shareType":"SH","priorValue":305207,"priorShares":821},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA VALUE","cusip":"46432F388","value":482240,"shares":2413,"shareType":"SH","priorValue":342374,"priorShares":2408},{"issuer":"ISHARES TR","titleOfClass":"CORE 80 20 ETF","cusip":"464289859","value":472391,"shares":4840,"shareType":"SH","priorValue":420328,"priorShares":4750},{"issuer":"AMERICAN ELEC PWR CO INC","titleOfClass":"COM","cusip":"025537101","value":463375,"shares":3387,"shareType":"SH","priorValue":425617,"priorShares":3247},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":443120,"shares":2673,"shareType":"SH","priorValue":522144,"priorShares":2524},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C748","value":431392,"shares":9979,"shareType":"SH","priorValue":417389,"priorShares":9979},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"HEDG EQU LAD ETF","cusip":"46654Q724","value":429978,"shares":6363,"shareType":"SH","priorValue":417286,"priorShares":6529},{"issuer":"TIMOTHY PLAN","titleOfClass":"US LRGMD CP CORE","cusip":"887432359","value":417905,"shares":8300,"shareType":"SH","priorValue":385452,"priorShares":8300},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"SHORT DURA CORE","cusip":"46641Q274","value":412402,"shares":8748,"shareType":"SH","priorValue":393455,"priorShares":8318},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":411704,"shares":1377,"shareType":"SH","priorValue":374969,"priorShares":1377},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":411234,"shares":1369,"shareType":"SH","priorValue":339385,"priorShares":1368},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":411203,"shares":4258,"shareType":"SH","priorValue":516017,"priorShares":5700},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY BUFR JAN","cusip":"45782C409","value":407675,"shares":6925,"shareType":"SH","priorValue":369310,"priorShares":6925},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":403906,"shares":2754,"shareType":"SH","priorValue":397481,"priorShares":2752},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":398750,"shares":1645,"shareType":"SH","priorValue":351212,"priorShares":1644},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIA US OCT ETF","cusip":"00888H505","value":397441,"shares":9715,"shareType":"SH","priorValue":373736,"priorShares":9715},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":392964,"shares":2684,"shareType":"SH","priorValue":343874,"priorShares":2684},{"issuer":"ISHARES TR","titleOfClass":"SHRT NAT MUN ETF","cusip":"464288158","value":392458,"shares":3686,"shareType":"SH","priorValue":407881,"priorShares":3830},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":387904,"shares":4414,"shareType":"SH","priorValue":328510,"priorShares":4292},{"issuer":"ISHARES TR","titleOfClass":"LARG CAP JUN ETF","cusip":"46438G612","value":379989,"shares":13045,"shareType":"SH","priorValue":367330,"priorShares":13045},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP INDEX","cusip":"921910873","value":379353,"shares":1386,"shareType":"SH","priorValue":341119,"priorShares":1443},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":375849,"shares":402,"shareType":"SH","priorValue":386391,"priorShares":388},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":375408,"shares":2281,"shareType":"SH","priorValue":332363,"priorShares":2281},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":373577,"shares":3202,"shareType":"SH","priorValue":459027,"priorShares":3138},{"issuer":"PGIM ROCK ETF TR","titleOfClass":"S&P 500 BUFFER","cusip":"69420N833","value":367032,"shares":11730,"shareType":"SH","priorValue":348571,"priorShares":11730},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H778","value":364997,"shares":10108,"shareType":"SH","priorValue":344582,"priorShares":10108},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":359086,"shares":4657,"shareType":"SH","priorValue":327551,"priorShares":4850},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":357027,"shares":4393,"shareType":"SH","priorValue":320630,"priorShares":4216},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":352908,"shares":958,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL TECH ETF","cusip":"464287291","value":349315,"shares":2418,"shareType":"SH","priorValue":241701,"priorShares":2418},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":346338,"shares":1364,"shareType":"SH","priorValue":317166,"priorShares":1298},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT PWR BUF","cusip":"45782C870","value":345660,"shares":8191,"shareType":"SH","priorValue":326002,"priorShares":8191},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F516","value":319984,"shares":7107,"shareType":"SH","priorValue":297854,"priorShares":7107},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":319532,"shares":1318,"shareType":"SH","priorValue":221831,"priorShares":1014},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":307846,"shares":1139,"shareType":"SH","priorValue":346799,"priorShares":1116},{"issuer":"PGIM ROCK ETF TR","titleOfClass":"S&P 500 BUFFER","cusip":"69420N759","value":306487,"shares":9903,"shareType":"SH","priorValue":287276,"priorShares":9903},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":304509,"shares":3469,"shareType":"SH","priorValue":330888,"priorShares":3563},{"issuer":"FRANKLIN TEMPLETON ETF TR","titleOfClass":"INTL COR DIV TIL","cusip":"35473P108","value":302621,"shares":7084,"shareType":"SH","priorValue":291760,"priorShares":7329},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"INTRNL DEV JAN","cusip":"45782C524","value":299955,"shares":7877,"shareType":"SH","priorValue":285778,"priorShares":7877},{"issuer":"ISHARES U S ETF TR","titleOfClass":"SHOR MAT MUN ETF","cusip":"46431W838","value":299562,"shares":5946,"shareType":"SH","priorValue":297273,"priorShares":5905},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":295329,"shares":1991,"shareType":"SH","priorValue":249805,"priorShares":2010},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE MIN VL","cusip":"46429B689","value":294067,"shares":3353,"shareType":"SH","priorValue":308463,"priorShares":3376},{"issuer":"WISDOMTREE TR","titleOfClass":"US MIDCAP DIVID","cusip":"97717W505","value":286468,"shares":5068,"shareType":"SH","priorValue":385357,"priorShares":7335},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST U.S EQT","cusip":"33740U711","value":270950,"shares":6615,"shareType":"SH","priorValue":252098,"priorShares":6615},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":266225,"shares":250,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":262056,"shares":1935,"shareType":"SH","priorValue":283487,"priorShares":1826},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US SML CP PWR B","cusip":"45782C284","value":258512,"shares":7610,"shareType":"SH","priorValue":243747,"priorShares":7610},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"MIDCP 400 GRTH","cusip":"921932869","value":257662,"shares":1761,"shareType":"SH","priorValue":220201,"priorShares":1761},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":252446,"shares":714,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":250456,"shares":730,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":246738,"shares":661,"shareType":"SH","priorValue":481420,"priorShares":1301},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":243649,"shares":2151,"shareType":"SH","priorValue":251801,"priorShares":2026},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H547","value":240348,"shares":7901,"shareType":"SH","priorValue":255076,"priorShares":9240},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":234596,"shares":1337,"shareType":"SH","priorValue":283217,"priorShares":1362},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":234519,"shares":2723,"shareType":"SH"},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":231214,"shares":306,"shareType":"SH","priorValue":259608,"priorShares":300},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COM","cusip":"036752103","value":230491,"shares":596,"shareType":"SH"},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":227160,"shares":3148,"shareType":"SH","priorValue":209964,"priorShares":2919},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H406","value":223163,"shares":5467,"shareType":"SH","priorValue":212184,"priorShares":5467},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":219260,"shares":312,"shareType":"SH"},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":217036,"shares":599,"shareType":"SH","priorValue":206406,"priorShares":587},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":213267,"shares":2367,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"EM MK GOV BD ETF","cusip":"921946885","value":212680,"shares":3163,"shareType":"SH"},{"issuer":"SEMPRA","titleOfClass":"COM","cusip":"816851109","value":212074,"shares":2288,"shareType":"SH","priorValue":218293,"priorShares":2247},{"issuer":"ISHARES TR","titleOfClass":"HDG MSCI EAFE","cusip":"46434V803","value":205174,"shares":4372,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C540","value":201778,"shares":4397,"shareType":"SH","priorValue":244460,"priorShares":5752},{"issuer":"IMMUNITYBIO INC","titleOfClass":"COM","cusip":"45256X103","value":201628,"shares":23030,"shareType":"SH","priorValue":130620,"priorShares":17030},{"issuer":"BLINK CHARGING CO","titleOfClass":"COM","cusip":"09354A100","value":6420,"shares":10035,"shareType":"SH","priorValue":5689,"priorShares":10035}]},"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."}