{"url":"https://nivawealth.com/firms/cranbrook-wealth-management-132058","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/132058","regulatoryAum":906790077,"crd":"132058","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"847418","suffix":null,"lastName":"BALAMUCKI","firstName":"RICHARD","middleName":"EDWARD"},{"crd":"6958545","suffix":null,"lastName":"DiGIACOMO","firstName":"DOMINIC","middleName":"JOHN"},{"crd":"3204553","suffix":null,"lastName":"FITZGERALD","firstName":"MARK","middleName":"ROOSEVELT"},{"crd":"7528606","suffix":null,"lastName":"MOWID","firstName":"MITCHELL","middleName":null},{"crd":"6096636","suffix":null,"lastName":"ROSS","firstName":"LOGAN","middleName":"THOMAS"}],"total":5,"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":854287600,"clients":232,"employees":5,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":1002471125,"clients":249,"employees":5,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":676302366,"clients":230,"employees":7,"offices":3},{"filedOn":"2024-03-19","regulatoryAum":699717426,"clients":221,"employees":6,"offices":3},{"filedOn":"2025-03-20","regulatoryAum":777819511,"clients":242,"employees":6,"offices":3},{"filedOn":"2026-03-23","regulatoryAum":906790077,"clients":253,"employees":6,"offices":3}],"secFileNumber":"801-66180","legalName":"Cranbrook Wealth Management, LLC","displayName":"Cranbrook Wealth Management","slug":"cranbrook-wealth-management-132058","website":"https://cranbrookwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/132058/1a895a09b5e5b616-r1.webp","tone":"light","width":763,"height":200,"sourceUrl":"https://www.cranbrookwealth.com","sourceLabel":"Cranbrook Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://linkedin.com/company/cranbrook-wealth/","founded":"2004","organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"36330 Woodward Avenue, Suite 200","city":"Bloomfield Hills","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48304"},"tradeNames":[],"registration":{"secApproved":"15 February 2006","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3554160.7628458496,"staff":{"employees":6,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":906790077,"discretionary":906790077,"discretionaryAccounts":1015,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":126,"regulatoryAum":263052352},{"label":"High-net-worth individuals","clients":127,"regulatoryAum":636150321},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":7587404}],"feePrograms":[{"role":"main","program":"Investment management fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024020","versionId":1024020,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-23","documentName":"FIRM BROCHURE","fee_rate_low":0.1,"fee_rate_high":0.95,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Stand-alone financial planning","summary":"Stand-alone financial planning is a fixed annual fee, typically $10,000 to $100,000, depending on the complexity and scope of the project; billed quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024020","versionId":1024020,"submittedOn":"2026-03-23","documentName":"FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:32:56.798123+00:00","documents":[{"name":"FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024020","versionId":1024020,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":858857685}],"custodyNote":"Cranbrook Wealth Management has custody of $83M for 30 clients.","otherCustodians":[],"leadership":[{"name":"Mark Fitzgerald","title":"Chief Executive Officer","crd":"3204553"},{"name":"Logan Ross","title":"President","crd":"6096636"},{"name":"Dominic DiGIACOMO","title":"Chief Compliance Officer","crd":"6958545"}],"ownership":[{"label":"Mark Fitzgerald","detail":"Chief executive officer in the 50% to 75% ownership band and a control person, since January 2023."},{"label":"Logan Ross","detail":"President in the 50% to 75% ownership band and a control person, since January 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"36330 Woodward Avenue, Suite 200","city":"Bloomfield Hills","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-362-0900","stateRegisteredReps":5,"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":"251-500","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":97},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/132058/PDF/132058.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024020","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 Cranbrook Wealth Management have?","answer":"Cranbrook Wealth Management has 253 clients and manages $907 million for them, as of March 2026. They include 127 high-net-worth individuals and 126 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cranbrook Wealth Management offer?","answer":"Cranbrook Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","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 Cranbrook Wealth Management charge?","answer":"Cranbrook Wealth Management charges 0.10%–0.95% a year for its Investment management fee. The fee is billed in advance and is negotiable.","source":"FIRM BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cranbrook Wealth Management use?","answer":"Cranbrook Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $859M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cranbrook Wealth Management have?","answer":"Cranbrook Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 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 Cranbrook Wealth Management invest in?","answer":"At the end of its last fiscal year, Cranbrook Wealth Management’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs) and 3% 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 Cranbrook Wealth Management?","answer":"Cranbrook Wealth Management’s direct owners are Mark Fitzgerald (50% to 75%) and Logan Ross (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cranbrook Wealth Management get paid?","answer":"Cranbrook 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 Cranbrook Wealth Management?","answer":"Cranbrook Wealth Management’s main office is at 36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304. Its phone number is 248-362-0900. Its website is cranbrookwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/cranbrook-wealth-management-132058/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-06","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1599084/000090572926000145/0000905729-26-000145-index.html","totalValue":534353983,"positionCount":406,"top10Share":0.5296639063322935,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":62206109,"shares":83064,"shareType":"SH","priorValue":54835218,"priorShares":83947},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":56037633,"shares":730608,"shareType":"SH","priorValue":55436359,"priorShares":718274},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":38250684,"shares":396052,"shareType":"SH","priorValue":35789728,"priorShares":395336},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":35009670,"shares":434525,"shareType":"SH","priorValue":31038763,"priorShares":108081},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":18617937,"shares":672128,"shareType":"SH","priorValue":16640322,"priorShares":672336},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":18454355,"shares":381052,"shareType":"SH","priorValue":18426569,"priorShares":383487},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":15458477,"shares":104231,"shareType":"SH","priorValue":13346215,"priorShares":107362},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":14120436,"shares":163924,"shareType":"SH","priorValue":11952837,"priorShares":27365},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":12535320,"shares":36449,"shareType":"SH","priorValue":11248294,"priorShares":37639},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":12337397,"shares":64756,"shareType":"SH","priorValue":8548298,"priorShares":64321}],"positionsListed":200,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":62206109,"shares":83064,"shareType":"SH","priorValue":54835218,"priorShares":83947},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":56037633,"shares":730608,"shareType":"SH","priorValue":55436359,"priorShares":718274},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":38250684,"shares":396052,"shareType":"SH","priorValue":35789728,"priorShares":395336},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":35009670,"shares":434525,"shareType":"SH","priorValue":31038763,"priorShares":108081},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":18617937,"shares":672128,"shareType":"SH","priorValue":16640322,"priorShares":672336},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":18454355,"shares":381052,"shareType":"SH","priorValue":18426569,"priorShares":383487},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":15458477,"shares":104231,"shareType":"SH","priorValue":13346215,"priorShares":107362},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":14120436,"shares":163924,"shareType":"SH","priorValue":11952837,"priorShares":27365},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":12535320,"shares":36449,"shareType":"SH","priorValue":11248294,"priorShares":37639},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":12337397,"shares":64756,"shareType":"SH","priorValue":8548298,"priorShares":64321},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":11988103,"shares":55009,"shareType":"SH","priorValue":10852782,"priorShares":55315},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":10754831,"shares":180178,"shareType":"SH","priorValue":10008568,"priorShares":185172},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":9116614,"shares":73273,"shareType":"SH","priorValue":8447121,"priorShares":75847},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":7881309,"shares":57306,"shareType":"SH","priorValue":6599715,"priorShares":58348},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7729910,"shares":26714,"shareType":"SH","priorValue":6797811,"priorShares":26785},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":7601528,"shares":20635,"shareType":"SH","priorValue":8880333,"priorShares":20638},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":7554414,"shares":38231,"shareType":"SH","priorValue":7551017,"priorShares":40976},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":7186270,"shares":23462,"shareType":"SH","priorValue":6035070,"priorShares":23451},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":6886794,"shares":91204,"shareType":"SH","priorValue":8189389,"priorShares":92892},{"issuer":"ISHARES TR","titleOfClass":"IBOXX HI YD ETF","cusip":"464288513","value":6464979,"shares":80843,"shareType":"SH","priorValue":6249395,"priorShares":78549},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":5334938,"shares":69186,"shareType":"SH","priorValue":4830079,"priorShares":71525},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":5299253,"shares":48426,"shareType":"SH","priorValue":5268065,"priorShares":47735},{"issuer":"ISHARES TR","titleOfClass":"CORE 1 5 YR USD","cusip":"46432F859","value":5195941,"shares":107688,"shareType":"SH","priorValue":5627169,"priorShares":116120},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":4944337,"shares":21775,"shareType":"SH","priorValue":4937578,"priorShares":23384},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI KLD ETF","cusip":"464288570","value":4940763,"shares":34699,"shareType":"SH","priorValue":4264774,"priorShares":35191},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":4927897,"shares":59487,"shareType":"SH","priorValue":4194682,"priorShares":60139},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":4908204,"shares":64118,"shareType":"SH","priorValue":4887167,"priorShares":65732},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":4888720,"shares":146853,"shareType":"SH","priorValue":5636745,"priorShares":146714},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":4392877,"shares":37386,"shareType":"SH","priorValue":3856386,"priorShares":38326},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":4147450,"shares":53234,"shareType":"SH","priorValue":4916458,"priorShares":62702},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":4145962,"shares":12666,"shareType":"SH","priorValue":3725831,"priorShares":12666},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400VL ETF","cusip":"464287705","value":4141454,"shares":28034,"shareType":"SH","priorValue":3797724,"priorShares":28662},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":3945912,"shares":13133,"shareType":"SH","priorValue":3422407,"priorShares":13800},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":3784064,"shares":15573,"shareType":"SH","priorValue":3476034,"priorShares":16000},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":3757679,"shares":74809,"shareType":"SH","priorValue":3568132,"priorShares":71434},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":3665457,"shares":14566,"shareType":"SH","priorValue":3193465,"priorShares":14683},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":3369879,"shares":8229,"shareType":"SH","priorValue":3418539,"priorShares":9588},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":3327167,"shares":9098,"shareType":"SH","priorValue":2854350,"priorShares":9444},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":2934865,"shares":2756,"shareType":"SH","priorValue":1961018,"priorShares":2768},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":2821409,"shares":7564,"shareType":"SH","priorValue":2799797,"priorShares":7564},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":2756025,"shares":3691,"shareType":"SH","priorValue":2319407,"priorShares":3566},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":2499043,"shares":24307,"shareType":"SH","priorValue":2378024,"priorShares":24870},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":2309994,"shares":32421,"shareType":"SH","priorValue":2212894,"priorShares":34533},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER ETF","cusip":"78464A672","value":2301899,"shares":81081,"shareType":"SH","priorValue":2111435,"priorShares":73672},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":2117702,"shares":6986,"shareType":"SH","priorValue":1855191,"priorShares":7083},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":2061907,"shares":12598,"shareType":"SH","priorValue":1800062,"priorShares":12728},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":1970898,"shares":2726,"shareType":"SH","priorValue":931720,"priorShares":2726},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR UTIL ETF","cusip":"81369Y886","value":1966998,"shares":43383,"shareType":"SH","priorValue":2017044,"priorShares":43954},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":1946896,"shares":10901,"shareType":"SH","priorValue":1641401,"priorShares":11343},{"issuer":"ISHARES TR","titleOfClass":"SP SMCP600VL ETF","cusip":"464287879","value":1837121,"shares":13441,"shareType":"SH","priorValue":1636091,"priorShares":13812},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR US AGRGT","cusip":"46435U549","value":1769055,"shares":37314,"shareType":"SH","priorValue":1708178,"priorShares":35924},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":1766335,"shares":2572,"shareType":"SH","priorValue":1323574,"priorShares":2215},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":1761315,"shares":5594,"shareType":"SH","priorValue":1838227,"priorShares":5594},{"issuer":"ISHARES TR","titleOfClass":"HIGH YLD SYSTM B","cusip":"46435G250","value":1729298,"shares":36974,"shareType":"SH","priorValue":1540718,"priorShares":33119},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":1594821,"shares":14819,"shareType":"SH","priorValue":1573037,"priorShares":14819},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":1584815,"shares":8353,"shareType":"SH","priorValue":1611294,"priorShares":8353},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":1469274,"shares":10035,"shareType":"SH","priorValue":1285728,"priorShares":10035},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":1370596,"shares":27098,"shareType":"SH","priorValue":1335036,"priorShares":26760},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1321169,"shares":6603,"shareType":"SH","priorValue":1142821,"priorShares":6553},{"issuer":"ISHARES TR","titleOfClass":"ESG AWARE MSCI","cusip":"46435U663","value":1224497,"shares":21893,"shareType":"SH","priorValue":1064111,"priorShares":22631},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1191835,"shares":4238,"shareType":"SH","priorValue":1027217,"priorShares":4238},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":1150691,"shares":4863,"shareType":"SH","priorValue":1045844,"priorShares":4863},{"issuer":"VULCAN MATLS CO","titleOfClass":"COM","cusip":"929160109","value":1131069,"shares":3834,"shareType":"SH","priorValue":1043999,"priorShares":3834},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1127627,"shares":4440,"shareType":"SH","priorValue":1085314,"priorShares":4440},{"issuer":"DTE ENERGY CO","titleOfClass":"COM","cusip":"233331107","value":985627,"shares":6469,"shareType":"SH","priorValue":945845,"priorShares":6469},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":977378,"shares":3281,"shareType":"SH","priorValue":324984,"priorShares":3281},{"issuer":"WATSCO INC","titleOfClass":"COM","cusip":"942622200","value":919724,"shares":2207,"shareType":"SH","priorValue":853088,"priorShares":2345},{"issuer":"ECOLAB INC","titleOfClass":"COM","cusip":"278865100","value":918856,"shares":3298,"shareType":"SH","priorValue":884783,"priorShares":3326},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":918471,"shares":10122,"shareType":"SH","priorValue":1172172,"priorShares":11417},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":894750,"shares":6408,"shareType":"SH","priorValue":298761,"priorShares":6770},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":856754,"shares":7294,"shareType":"SH","priorValue":565942,"priorShares":7294},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":844344,"shares":3543,"shareType":"SH","priorValue":831539,"priorShares":3993},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":796247,"shares":9061,"shareType":"SH","priorValue":688507,"priorShares":8995},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":774447,"shares":7020,"shareType":"SH","priorValue":682555,"priorShares":7020},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":748850,"shares":1,"shareType":"SH","priorValue":718140,"priorShares":1},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":738367,"shares":10793,"shareType":"SH","priorValue":622291,"priorShares":10958},{"issuer":"STERIS PLC","titleOfClass":"SHS USD","cusip":"G8473T100","value":687933,"shares":3267,"shareType":"SH","priorValue":722432,"priorShares":3267},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":685861,"shares":1368,"shareType":"SH","priorValue":716651,"priorShares":1458},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":647005,"shares":1293,"shareType":"SH","priorValue":528558,"priorShares":1103},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":631159,"shares":995,"shareType":"SH","priorValue":560484,"priorShares":995},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":595433,"shares":1025,"shareType":"SH","priorValue":208516,"priorShares":1025},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 GRW ETF","cusip":"464287648","value":594825,"shares":1510,"shareType":"SH","priorValue":477889,"priorShares":1523},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":592063,"shares":6186,"shareType":"SH","priorValue":597073,"priorShares":6186},{"issuer":"ISHARES TR","titleOfClass":"HDG MSCI EAFE","cusip":"46434V803","value":589942,"shares":12572,"shareType":"SH","priorValue":534248,"priorShares":12572},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":579713,"shares":6922,"shareType":"SH","priorValue":536886,"priorShares":7149},{"issuer":"LATTICE STRATEGIES TR","titleOfClass":"HARTFORD MLT ETF","cusip":"518416102","value":561431,"shares":13893,"shareType":"SH","priorValue":590963,"priorShares":14991},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":536133,"shares":1500,"shareType":"SH","priorValue":436291,"priorShares":1517},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":533789,"shares":4154,"shareType":"SH","priorValue":538298,"priorShares":4475},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR MATER ETF","cusip":"81369Y100","value":515704,"shares":10146,"shareType":"SH","priorValue":494740,"priorShares":9901},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST SHO TREAS ETF","cusip":"78468R101","value":499019,"shares":17202,"shareType":"SH","priorValue":429427,"priorShares":14716},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":471650,"shares":1275,"shareType":"SH","priorValue":416817,"priorShares":1299},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":468351,"shares":636,"shareType":"SH","priorValue":164497,"priorShares":285},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":457095,"shares":2777,"shareType":"SH","priorValue":425270,"priorShares":2918},{"issuer":"DT MIDSTREAM INC","titleOfClass":"COMMON STOCK","cusip":"23345M107","value":450786,"shares":3072,"shareType":"SH","priorValue":418420,"priorShares":3107},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":434417,"shares":3208,"shareType":"SH","priorValue":497374,"priorShares":3203},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":428228,"shares":1214,"shareType":"SH","priorValue":399287,"priorShares":1214},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":414070,"shares":813,"shareType":"SH","priorValue":554662,"priorShares":813},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":404292,"shares":2957,"shareType":"SH","priorValue":514497,"priorShares":3033},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MATERIALS ETF","cusip":"92204A801","value":398076,"shares":1740,"shareType":"SH","priorValue":391903,"priorShares":1739},{"issuer":"CREDO TECHNOLOGY GROUP HOLDI","titleOfClass":"ORDINARY SHARES","cusip":"G25457105","value":391065,"shares":1438,"shareType":"SH","priorValue":151037,"priorShares":1609},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":382489,"shares":1415,"shareType":"SH","priorValue":439768,"priorShares":1415},{"issuer":"ISHARES INC","titleOfClass":"ESG AWR MSCI EM","cusip":"46434G863","value":379565,"shares":6940,"shareType":"SH","priorValue":270528,"priorShares":5950},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":374866,"shares":2282,"shareType":"SH","priorValue":327294,"priorShares":2298},{"issuer":"ISHARES INC","titleOfClass":"CUR HD MSCI EM","cusip":"46434G509","value":365579,"shares":8173,"shareType":"SH","priorValue":301748,"priorShares":8173},{"issuer":"EATON VANCE TAX-MANAGED GLOB","titleOfClass":"COM","cusip":"27829F108","value":362225,"shares":36924,"shareType":"SH","priorValue":319762,"priorShares":36924},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":353770,"shares":378,"shareType":"SH","priorValue":376777,"priorShares":378},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":344237,"shares":287,"shareType":"SH","priorValue":263974,"priorShares":287},{"issuer":"FIRST MERCHANTS CORP","titleOfClass":"COM","cusip":"320817109","value":336719,"shares":7707,"shareType":"SH","priorValue":298493,"priorShares":7707},{"issuer":"TIDAL TRUST II","titleOfClass":"ROUNDHILL GENER","cusip":"88636J600","value":313704,"shares":3179,"shareType":"SH"},{"issuer":"IDEXX LABS INC","titleOfClass":"COM","cusip":"45168D104","value":307968,"shares":585,"shareType":"SH","priorValue":343315,"priorShares":611},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":307176,"shares":5326,"shareType":"SH","priorValue":257294,"priorShares":5325},{"issuer":"OCCIDENTAL PETE CORP","titleOfClass":"COM","cusip":"674599105","value":303514,"shares":6249,"shareType":"SH","priorValue":406185,"priorShares":6249},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":303411,"shares":300,"shareType":"SH","priorValue":253797,"priorShares":300},{"issuer":"AMERICAN ELEC PWR CO INC","titleOfClass":"COM","cusip":"025537101","value":288533,"shares":2109,"shareType":"SH","priorValue":276448,"priorShares":2109},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":283024,"shares":2368,"shareType":"SH","priorValue":206526,"priorShares":296},{"issuer":"ALCON AG","titleOfClass":"ORD SHS","cusip":"H01301128","value":282693,"shares":4213,"shareType":"SH","priorValue":317450,"priorShares":4213},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":282057,"shares":2490,"shareType":"SH","priorValue":309408,"priorShares":2490},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":269543,"shares":2595,"shareType":"SH","priorValue":251776,"priorShares":2592},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":261201,"shares":1646,"shareType":"SH","priorValue":219811,"priorShares":1499},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":238332,"shares":550,"shareType":"SH","priorValue":117513,"priorShares":550},{"issuer":"XCEL ENERGY INC","titleOfClass":"COM","cusip":"98389B100","value":233272,"shares":2905,"shareType":"SH","priorValue":230774,"priorShares":2905},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":222672,"shares":1169,"shareType":"SH","priorValue":290468,"priorShares":1532},{"issuer":"WOODWARD INC","titleOfClass":"COM","cusip":"980745103","value":220804,"shares":519,"shareType":"SH","priorValue":185761,"priorShares":519},{"issuer":"OLD DOMINION FREIGHT LINE IN","titleOfClass":"COM","cusip":"679580100","value":216600,"shares":1000,"shareType":"SH","priorValue":195400,"priorShares":1000},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":211449,"shares":1169,"shareType":"SH","priorValue":192640,"priorShares":1165},{"issuer":"YUM BRANDS INC","titleOfClass":"COM","cusip":"988498101","value":204937,"shares":1282,"shareType":"SH","priorValue":198918,"priorShares":1279},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR DISCR ETF","cusip":"81369Y407","value":191347,"shares":1632,"shareType":"SH","priorValue":161355,"priorShares":1481},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":189280,"shares":1211,"shareType":"SH","priorValue":183358,"priorShares":1211},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":179873,"shares":3387,"shareType":"SH","priorValue":147831,"priorShares":2413},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":179594,"shares":427,"shareType":"SH","priorValue":158735,"priorShares":427},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":177280,"shares":502,"shareType":"SH","priorValue":143894,"priorShares":502},{"issuer":"T ROWE PRICE EXCHANGE-TRADED","titleOfClass":"FLOATING RATE","cusip":"87283Q883","value":171792,"shares":3408,"shareType":"SH","priorValue":167839,"priorShares":3333},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":166186,"shares":650,"shareType":"SH","priorValue":158717,"priorShares":650},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR REAL ETF","cusip":"81369Y860","value":165994,"shares":3770,"shareType":"SH","priorValue":153930,"priorShares":3770},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":163142,"shares":780,"shareType":"SH","priorValue":129726,"priorShares":788},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":157230,"shares":1599,"shareType":"SH","priorValue":147300,"priorShares":1599},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":156074,"shares":1233,"shareType":"SH","priorValue":161450,"priorShares":1233},{"issuer":"WISDOMTREE TR","titleOfClass":"ARTI INT INN FD","cusip":"97717Y543","value":153329,"shares":3230,"shareType":"SH"},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":152706,"shares":1042,"shareType":"SH","priorValue":155202,"priorShares":1055},{"issuer":"BLOOM ENERGY CORP","titleOfClass":"COM CL A","cusip":"093712107","value":139848,"shares":462,"shareType":"SH","priorValue":62597,"priorShares":462},{"issuer":"NAVITAS SEMICONDUCTOR CORP","titleOfClass":"COM","cusip":"63942X106","value":134992,"shares":7533,"shareType":"SH","priorValue":58207,"priorShares":6637},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":131092,"shares":791,"shareType":"SH","priorValue":177822,"priorShares":859},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":129792,"shares":1804,"shareType":"SH","priorValue":118288,"priorShares":1793},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":129015,"shares":477,"shareType":"SH","priorValue":124159,"priorShares":477},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":128145,"shares":4832,"shareType":"SH","priorValue":126599,"priorShares":4832},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":125413,"shares":332,"shareType":"SH","priorValue":109877,"priorShares":355},{"issuer":"FIFTH THIRD BANCORP","titleOfClass":"COM","cusip":"316773100","value":124522,"shares":2209,"shareType":"SH","priorValue":102631,"priorShares":2209},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":123077,"shares":2136,"shareType":"SH","priorValue":129549,"priorShares":2136},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":122355,"shares":106,"shareType":"SH","priorValue":35812,"priorShares":106},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":121445,"shares":285,"shareType":"SH","priorValue":101936,"priorShares":285},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":121063,"shares":2430,"shareType":"SH","priorValue":111708,"priorShares":2430},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":117260,"shares":275,"shareType":"SH","priorValue":101937,"priorShares":275},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"SMLLCP 600 IDX","cusip":"921932828","value":114159,"shares":830,"shareType":"SH","priorValue":95309,"priorShares":830},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":112570,"shares":1220,"shareType":"SH","priorValue":144260,"priorShares":1535},{"issuer":"MP MATERIALS CORP","titleOfClass":"COM CL A","cusip":"553368101","value":112020,"shares":2000,"shareType":"SH"},{"issuer":"COINBASE GLOBAL INC","titleOfClass":"COM CL A","cusip":"19260Q107","value":109643,"shares":750,"shareType":"SH","priorValue":130958,"priorShares":750},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":109365,"shares":1443,"shareType":"SH","priorValue":101270,"priorShares":1443},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":108650,"shares":4512,"shareType":"SH","priorValue":126698,"priorShares":4512},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":107351,"shares":5186,"shareType":"SH","priorValue":150343,"priorShares":5186},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":105366,"shares":1275,"shareType":"SH","priorValue":107474,"priorShares":1350},{"issuer":"ALPS ETF TR","titleOfClass":"REIT DIVIDE DOGS","cusip":"00162Q106","value":103204,"shares":3762,"shareType":"SH","priorValue":102420,"priorShares":3762},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":102445,"shares":1035,"shareType":"SH","priorValue":102745,"priorShares":1035},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":101892,"shares":200,"shareType":"SH","priorValue":120878,"priorShares":200},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":101664,"shares":340,"shareType":"SH","priorValue":92593,"priorShares":340},{"issuer":"ECHOSTAR CORP","titleOfClass":"CL A","cusip":"278768106","value":101500,"shares":1000,"shareType":"SH"},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":100808,"shares":590,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"FLTG RATE NT ETF","cusip":"46429B655","value":100773,"shares":1974,"shareType":"SH","priorValue":100576,"priorShares":1974},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":97193,"shares":244,"shareType":"SH","priorValue":112666,"priorShares":244},{"issuer":"FORD MTR CO","titleOfClass":"COM","cusip":"345370860","value":95924,"shares":6901,"shareType":"SH","priorValue":79638,"priorShares":6901},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":94304,"shares":1160,"shareType":"SH","priorValue":88247,"priorShares":1160},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":90897,"shares":763,"shareType":"SH","priorValue":73722,"priorShares":763},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":89916,"shares":402,"shareType":"SH","priorValue":81577,"priorShares":402},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600SM C","cusip":"78464A300","value":88161,"shares":808,"shareType":"SH","priorValue":76421,"priorShares":808},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":87333,"shares":1611,"shareType":"SH","priorValue":87220,"priorShares":1611},{"issuer":"ISHARES TR","titleOfClass":"ESG OPTIMIZED","cusip":"464288802","value":85874,"shares":557,"shareType":"SH","priorValue":85537,"priorShares":648},{"issuer":"CMS ENERGY CORP","titleOfClass":"COM","cusip":"125896100","value":85145,"shares":1113,"shareType":"SH","priorValue":86347,"priorShares":1113},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL SCEQT ETF","cusip":"808524888","value":84980,"shares":1766,"shareType":"SH","priorValue":82543,"priorShares":1766},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":83277,"shares":595,"shareType":"SH","priorValue":67479,"priorShares":595},{"issuer":"ISHARES TR","titleOfClass":"U.S. BAS MTL ETF","cusip":"464287838","value":82943,"shares":462,"shareType":"SH","priorValue":81276,"priorShares":462},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI TOTAL","cusip":"46432F834","value":78643,"shares":824,"shareType":"SH","priorValue":71392,"priorShares":824},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":75164,"shares":855,"shareType":"SH","priorValue":62833,"priorShares":171},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":72307,"shares":128,"shareType":"SH","priorValue":76292,"priorShares":133},{"issuer":"CONSOLIDATED EDISON INC","titleOfClass":"COM","cusip":"209115104","value":71080,"shares":643,"shareType":"SH","priorValue":145437,"priorShares":1285},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":70744,"shares":735,"shareType":"SH","priorValue":70840,"priorShares":735},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP BIOT","cusip":"78464A870","value":70580,"shares":446,"shareType":"SH","priorValue":56968,"priorShares":446},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":68271,"shares":71,"shareType":"SH","priorValue":68282,"priorShares":71},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":68169,"shares":1196,"shareType":"SH","priorValue":58323,"priorShares":1196},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INDUSTRIAL ETF","cusip":"92204A603","value":67392,"shares":187,"shareType":"SH","priorValue":58386,"priorShares":187},{"issuer":"HUNTINGTON BANCSHARES INC","titleOfClass":"COM","cusip":"446150104","value":62144,"shares":3505,"shareType":"SH","priorValue":54854,"priorShares":3505},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":61928,"shares":165,"shareType":"SH","priorValue":50017,"priorShares":180},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":61332,"shares":418,"shareType":"SH","priorValue":60372,"priorShares":418},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":61045,"shares":282,"shareType":"SH","priorValue":56127,"priorShares":282},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":56462,"shares":1053,"shareType":"SH","priorValue":35792,"priorShares":725},{"issuer":"YUM CHINA HLDGS INC","titleOfClass":"COM","cusip":"98850P109","value":55581,"shares":1360,"shareType":"SH","priorValue":66180,"priorShares":1357},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":55092,"shares":314,"shareType":"SH","priorValue":65278,"priorShares":314},{"issuer":"NORTHWEST NAT HLDG CO","titleOfClass":"COM","cusip":"66765N105","value":54163,"shares":1104,"shareType":"SH","priorValue":58755,"priorShares":1104},{"issuer":"WORKDAY INC","titleOfClass":"CL A","cusip":"98138H101","value":53498,"shares":437,"shareType":"SH","priorValue":69378,"priorShares":534},{"issuer":"GENERAC HLDGS INC","titleOfClass":"COM","cusip":"368736104","value":52706,"shares":180,"shareType":"SH","priorValue":35160,"priorShares":180},{"issuer":"MGM RESORTS INTERNATIONAL","titleOfClass":"COM","cusip":"552953101","value":52591,"shares":1100,"shareType":"SH","priorValue":40711,"priorShares":1100},{"issuer":"ISHARES TR","titleOfClass":"EAFE SML CP ETF","cusip":"464288273","value":51255,"shares":623,"shareType":"SH","priorValue":48850,"priorShares":623}]},"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."}