{"url":"https://nivawealth.com/firms/econ-financial-services-226774","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/226774","regulatoryAum":232083037,"crd":"226774","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6966343","suffix":null,"lastName":"Artz","firstName":"Jacob","middleName":"C"},{"crd":"3066139","suffix":null,"lastName":"ECONOMOPOULOS","firstName":"STEVEN","middleName":"RICHARD"},{"crd":"7513986","suffix":null,"lastName":"Troup","firstName":"Ryan","middleName":"Robert"},{"crd":"7227882","suffix":null,"lastName":"Zellers","firstName":"Brian","middleName":"Nicholas"}],"total":4,"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":"2021-06-29","regulatoryAum":136151287,"clients":258,"employees":6,"offices":2},{"filedOn":"2022-02-15","regulatoryAum":153525218,"clients":265,"employees":10,"offices":2},{"filedOn":"2023-03-17","regulatoryAum":149582772,"clients":273,"employees":10,"offices":2},{"filedOn":"2024-04-18","regulatoryAum":167746290,"clients":286,"employees":7,"offices":2},{"filedOn":"2025-03-05","regulatoryAum":192666673,"clients":307,"employees":7,"offices":2},{"filedOn":"2026-03-10","regulatoryAum":232083037,"clients":337,"employees":7,"offices":2}],"secFileNumber":"801-104471","legalName":"Econ Financial Services Corporation","displayName":"Econ Financial Services","slug":"econ-financial-services-226774","website":"https://econwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/econ-wealth-management-llc","founded":null,"organization":"Pennsylvania corporation","fiscalYearEnd":"December","headquarters":{"street":"4755 Linglestown Road, Suite 204","city":"Harrisburg","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"17112"},"tradeNames":[],"registration":{"secApproved":"24 July 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":681283.2166172107,"staff":{"employees":7,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":232083037,"discretionary":232083037,"discretionaryAccounts":869,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":6},"clientTypes":[{"label":"Individuals (other than HNW)","clients":290,"regulatoryAum":112745715},{"label":"High-net-worth individuals","clients":47,"regulatoryAum":116846729},{"label":"Charitable organizations","clients":0,"fewerThan5":true,"regulatoryAum":2490593}],"feePrograms":[{"role":"main","program":"Investment management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016717","versionId":1016717,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-10","documentName":"EWM ADV PART 2A","fee_rate_low":0.6,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Hourly fees","summary":"EWM may offer hourly fees for specific circumstances, at $350 to $500 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016717","versionId":1016717,"submittedOn":"2026-03-10","documentName":"EWM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:13:20.257032+00:00","documents":[{"name":"EWM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016717","versionId":1016717,"submittedOn":"2026-03-10"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":232083037}],"custodyNote":"Econ Financial Services has custody of $63.5M in client assets for 140 clients.","leadership":[{"name":"Steven Economopoulos","title":"President/CCO","crd":"3066139"}],"ownership":[{"label":"Steven Economopoulos","detail":"President/cco in the 75% or more ownership band and a control person, since September 2015."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"4755 Linglestown Road, Suite 204","city":"Harrisburg","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"717-545-5870","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":92},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"10 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/226774/PDF/226774.pdf","brochureDate":"10 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016717","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 Econ Financial Services have?","answer":"Econ Financial Services has 337 clients and manages $232 million for them, as of March 2026. They include 290 individual clients and 47 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Econ Financial Services offer?","answer":"Econ Financial Services provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","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 Econ Financial Services charge?","answer":"Econ Financial Services charges 0.60%–1.75% a year for its Investment management. The fee is billed in advance and is negotiable.","source":"EWM ADV PART 2A, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Econ Financial Services use?","answer":"Econ Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $232M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Econ Financial Services have?","answer":"Econ Financial Services has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 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 Econ Financial Services invest in?","answer":"At the end of its last fiscal year, Econ Financial Services’ separately managed accounts held 92% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.","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 Econ Financial Services?","answer":"Econ Financial Services’ direct owner is Steven Economopoulos (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Econ Financial Services get paid?","answer":"Econ Financial Services 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":"Is Econ Financial Services registered with the SEC?","answer":"Yes, Econ Financial Services has been registered with the SEC as an investment adviser since 24 July 2015. Its CRD number is 226774 and its SEC file number is 801-104471.","source":"Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Econ Financial Services?","answer":"Econ Financial Services’ main office is at 4755 Linglestown Road, Suite 204, Harrisburg, PA 17112. Its phone number is 717-545-5870. Its website is econwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/econ-financial-services-226774/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-23","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1659718/000165971826000003/0001659718-26-000003-index.html","totalValue":214007028,"positionCount":72,"top10Share":0.3648273738000791,"top10":[{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"CORE PLUS BD ETF","cusip":"46641Q670","value":13436481,"shares":286248,"shareType":"SH","priorValue":11374246,"priorShares":241594},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST LONG BD ETF","cusip":"78464A367","value":11770102,"shares":525451,"shareType":"SH","priorValue":5342710,"priorShares":240446},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":9148419,"shares":344963,"shareType":"SH","priorValue":8266991,"priorShares":315534},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":6687606,"shares":155021,"shareType":"SH","priorValue":9514538,"priorShares":241302},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":6517753,"shares":41080,"shareType":"SH","priorValue":5464448,"priorShares":37272},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR REAL ETF","cusip":"81369Y860","value":6279118,"shares":142610,"shareType":"SH","priorValue":5671899,"priorShares":138915},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":6134743,"shares":34966,"shareType":"SH","priorValue":4150396,"priorShares":19964},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INTL BD OPP ETF","cusip":"46641Q852","value":6093937,"shares":126038,"shareType":"SH","priorValue":5695792,"priorShares":119109},{"issuer":"PIMCO ETF TR","titleOfClass":"MTG BKD SECS ACT","cusip":"72201R569","value":6046976,"shares":122458,"shareType":"SH","priorValue":4926966,"priorShares":99334},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR UTIL ETF","cusip":"81369Y886","value":5960487,"shares":131462,"shareType":"SH","priorValue":4758931,"priorShares":103703}],"positionsListed":72,"positions":[{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"CORE PLUS BD ETF","cusip":"46641Q670","value":13436481,"shares":286248,"shareType":"SH","priorValue":11374246,"priorShares":241594},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST LONG BD ETF","cusip":"78464A367","value":11770102,"shares":525451,"shareType":"SH","priorValue":5342710,"priorShares":240446},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":9148419,"shares":344963,"shareType":"SH","priorValue":8266991,"priorShares":315534},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":6687606,"shares":155021,"shareType":"SH","priorValue":9514538,"priorShares":241302},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":6517753,"shares":41080,"shareType":"SH","priorValue":5464448,"priorShares":37272},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR REAL ETF","cusip":"81369Y860","value":6279118,"shares":142610,"shareType":"SH","priorValue":5671899,"priorShares":138915},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":6134743,"shares":34966,"shareType":"SH","priorValue":4150396,"priorShares":19964},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INTL BD OPP ETF","cusip":"46641Q852","value":6093937,"shares":126038,"shareType":"SH","priorValue":5695792,"priorShares":119109},{"issuer":"PIMCO ETF TR","titleOfClass":"MTG BKD SECS ACT","cusip":"72201R569","value":6046976,"shares":122458,"shareType":"SH","priorValue":4926966,"priorShares":99334},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR UTIL ETF","cusip":"81369Y886","value":5960487,"shares":131462,"shareType":"SH","priorValue":4758931,"priorShares":103703},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":5113216,"shares":21453,"shareType":"SH","priorValue":6726174,"priorShares":32295},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":4883996,"shares":22562,"shareType":"SH","priorValue":2837571,"priorShares":14257},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":4470235,"shares":185641,"shareType":"SH","priorValue":4149101,"priorShares":147760},{"issuer":"WISDOMTREE TR","titleOfClass":"EMG MKTS SMCAP","cusip":"97717W281","value":4360872,"shares":67391,"shareType":"SH","priorValue":4024056,"priorShares":66956},{"issuer":"EXTRA SPACE STORAGE INC","titleOfClass":"COM","cusip":"30225T102","value":4240871,"shares":29187,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":4070567,"shares":9678,"shareType":"SH","priorValue":3161362,"priorShares":8504},{"issuer":"PPG INDS INC","titleOfClass":"COM","cusip":"693506107","value":3971884,"shares":32747,"shareType":"SH"},{"issuer":"SOUTHWEST AIRLS CO","titleOfClass":"COM","cusip":"844741108","value":3692007,"shares":71801,"shareType":"SH"},{"issuer":"PACER FDS TR","titleOfClass":"US SM CAP CA ETF","cusip":"69374H857","value":3642554,"shares":71973,"shareType":"SH","priorValue":4909720,"priorShares":109421},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":3475903,"shares":13813,"shareType":"SH"},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":3386143,"shares":31499,"shareType":"SH","priorValue":3024300,"priorShares":30741},{"issuer":"VANECK ETF TRUST","titleOfClass":"AGRIBUSINESS ETF","cusip":"92189F700","value":3378276,"shares":42655,"shareType":"SH"},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"PFD SECS INC ETF","cusip":"33739E108","value":3341718,"shares":186897,"shareType":"SH","priorValue":3197521,"priorShares":180142},{"issuer":"AIRBNB INC","titleOfClass":"COM CL A","cusip":"009066101","value":3307327,"shares":23112,"shareType":"SH","priorValue":2813645,"priorShares":22281},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":3246318,"shares":9462,"shareType":"SH"},{"issuer":"ANTERO RESOURCES CORP","titleOfClass":"COM","cusip":"03674X106","value":3133785,"shares":89180,"shareType":"SH"},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":3106990,"shares":8580,"shareType":"SH","priorValue":1422178,"priorShares":4042},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP500DIV","cusip":"78468R788","value":3019375,"shares":63286,"shareType":"SH","priorValue":2802302,"priorShares":61562},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR STAPL ETF","cusip":"81369Y308","value":2998910,"shares":36101,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":2937593,"shares":30454,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"INTER MUN BD ACT","cusip":"72201R866","value":2880849,"shares":54769,"shareType":"SH","priorValue":1901804,"priorShares":36440},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":2853712,"shares":39547,"shareType":"SH","priorValue":1952756,"priorShares":27148},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":2769306,"shares":75110,"shareType":"SH","priorValue":2395251,"priorShares":77366},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":2759728,"shares":25141,"shareType":"SH"},{"issuer":"EDWARDS LIFESCIENCES CORP","titleOfClass":"COM","cusip":"28176E108","value":2740848,"shares":30299,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":2629199,"shares":52177,"shareType":"SH","priorValue":2338878,"priorShares":51235},{"issuer":"COLGATE PALMOLIVE CO","titleOfClass":"COM","cusip":"194162103","value":2623332,"shares":28614,"shareType":"SH"},{"issuer":"FORD MTR CO","titleOfClass":"COM","cusip":"345370860","value":2436003,"shares":175252,"shareType":"SH","priorValue":1517302,"priorShares":131482},{"issuer":"PIMCO ETF TR","titleOfClass":"MUNI INCOME OPP","cusip":"72201R635","value":2383089,"shares":52078,"shareType":"SH","priorValue":1631586,"priorShares":36121},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":2324852,"shares":78996,"shareType":"SH","priorValue":2029047,"priorShares":79136},{"issuer":"CARRIER GLOBAL CORPORATION","titleOfClass":"COM","cusip":"14448C104","value":2263801,"shares":30863,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":2165268,"shares":51140,"shareType":"SH"},{"issuer":"INTERNATIONAL FLAVORS&FRAGRA","titleOfClass":"COM","cusip":"459506101","value":2093072,"shares":26421,"shareType":"SH"},{"issuer":"DOW HLDGS INC","titleOfClass":"COM","cusip":"260557103","value":2064914,"shares":75472,"shareType":"SH","priorValue":1681744,"priorShares":40378},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US TIPS ETF","cusip":"808524870","value":2043813,"shares":77125,"shareType":"SH"},{"issuer":"SOUTHSTATE BK CORP","titleOfClass":"COM","cusip":"84472E102","value":1988709,"shares":19907,"shareType":"SH"},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":1941973,"shares":18680,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":1912824,"shares":52753,"shareType":"SH","priorValue":1702098,"priorShares":51657},{"issuer":"THE CAMPBELLS COMPANY","titleOfClass":"COM","cusip":"134429109","value":1817922,"shares":81631,"shareType":"SH","priorValue":1222445,"priorShares":54892},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":1815316,"shares":50244,"shareType":"SH","priorValue":2657011,"priorShares":91369},{"issuer":"HALOZYME THERAPEUTICS INC","titleOfClass":"COM","cusip":"40637H109","value":1765536,"shares":22557,"shareType":"SH"},{"issuer":"NEW YORK LIFE INVTS ACTIVE E","titleOfClass":"MACK MU INSD ETF","cusip":"45409F843","value":1652768,"shares":68268,"shareType":"SH","priorValue":1632599,"priorShares":68857},{"issuer":"BIOGEN INC","titleOfClass":"COM","cusip":"09062X103","value":1361178,"shares":6300,"shareType":"SH","priorValue":806102,"priorShares":4397},{"issuer":"FLUOR CORP","titleOfClass":"COM","cusip":"343412102","value":1055711,"shares":20151,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":1001759,"shares":29939,"shareType":"SH","priorValue":991409,"priorShares":29559},{"issuer":"HILTON GRAND VACATIONS INC","titleOfClass":"COM","cusip":"43283X105","value":967483,"shares":18474,"shareType":"SH"},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":815706,"shares":16843,"shareType":"SH","priorValue":800657,"priorShares":16663},{"issuer":"LEGGETT & PLATT INC","titleOfClass":"COM","cusip":"524660107","value":756407,"shares":64595,"shareType":"SH"},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"SHS","cusip":"G8994E103","value":749019,"shares":1525,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":738637,"shares":9579,"shareType":"SH","priorValue":8161000,"priorShares":120850},{"issuer":"AVIENT CORPORATION","titleOfClass":"COM","cusip":"05368V106","value":736058,"shares":19915,"shareType":"SH"},{"issuer":"HUBBELL INC","titleOfClass":"COM","cusip":"443510607","value":700821,"shares":1339,"shareType":"SH","priorValue":655521,"priorShares":1336},{"issuer":"MGM RESORTS INTERNATIONAL","titleOfClass":"COM","cusip":"552953101","value":588159,"shares":12302,"shareType":"SH"},{"issuer":"DELTA AIR LINES INC","titleOfClass":"COM NEW","cusip":"247361702","value":428682,"shares":4577,"shareType":"SH","priorValue":4570035,"priorShares":68743},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":381099,"shares":1501,"shareType":"SH","priorValue":366623,"priorShares":1500},{"issuer":"ISHARES TR","titleOfClass":"10+ YR INVST GRD","cusip":"464289511","value":340422,"shares":6803,"shareType":"SH","priorValue":334258,"priorShares":6735},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"MTG-BKD SECS ETF","cusip":"92206C771","value":334785,"shares":7152,"shareType":"SH","priorValue":330951,"priorShares":7049},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"EQUAL WEGT 0-30","cusip":"46138E107","value":306089,"shares":11274,"shareType":"SH","priorValue":6166576,"priorShares":226050},{"issuer":"ERIE INDTY CO","titleOfClass":"CL A","cusip":"29530P102","value":269000,"shares":1122,"shareType":"SH","priorValue":321425,"priorShares":1279},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FT VEST S&P 500","cusip":"33739Q705","value":264974,"shares":5247,"shareType":"SH","priorValue":2619526,"priorShares":53778},{"issuer":"EVERSOURCE ENERGY","titleOfClass":"COM","cusip":"30040W108","value":223837,"shares":3097,"shareType":"SH","priorValue":212291,"priorShares":3064},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":206206,"shares":2295,"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."}