{"url":"https://nivawealth.com/firms/ern-financial-297717","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/297717","regulatoryAum":1153857864,"crd":"297717","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4428463","suffix":null,"lastName":"ACE","firstName":"MELODIE","middleName":"KAY"},{"crd":"6429435","suffix":null,"lastName":"BUCHANAN","firstName":"MARK","middleName":"GREGORY"},{"crd":"7548176","suffix":null,"lastName":"Eichenlaub","firstName":"Reyn","middleName":null},{"crd":"8118428","suffix":null,"lastName":"Hinton","firstName":"Trent","middleName":"Jacob"},{"crd":"5056514","suffix":null,"lastName":"KOPP","firstName":"BRIAN","middleName":"JAMES"},{"crd":"1698046","suffix":null,"lastName":"MOOSHERR","firstName":"ERNEST","middleName":"PATRICK"},{"crd":"8099267","suffix":null,"lastName":"Moosherr","firstName":"Ernest","middleName":"Devan"},{"crd":"8099394","suffix":null,"lastName":"Moosherr","firstName":"Frederick","middleName":"Haas"},{"crd":"4375044","suffix":null,"lastName":"MUEHL","firstName":"DAVID","middleName":"MICHAEL"},{"crd":"2480237","suffix":null,"lastName":"RAETHER","firstName":"ERIC","middleName":"DAVID"}],"total":10,"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":"2021-06-19","regulatoryAum":716292217,"clients":477,"employees":19,"offices":3},{"filedOn":"2022-07-29","regulatoryAum":1173552713,"clients":804,"employees":22,"offices":3},{"filedOn":"2023-03-09","regulatoryAum":1075968949,"clients":883,"employees":22,"offices":3},{"filedOn":"2024-04-17","regulatoryAum":1280096449,"clients":929,"employees":21,"offices":3},{"filedOn":"2025-06-18","regulatoryAum":1474786629,"clients":992,"employees":14,"offices":4},{"filedOn":"2026-04-08","regulatoryAum":1153857864,"clients":601,"employees":12,"offices":4}],"acquisitions":[{"date":"2021-07-01","datePrecision":"month","name":"Chad Wing and Dustin Brutton team (from Northwestern Mutual)","crd":null,"source":"press","dealType":"team_lift_out","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://www.fa-mag.com/news/-300m-aum-northwestern-team-joins-canopy-wealth-in-arizona-63349.html"}],"secFileNumber":"801-113774","legalName":"Ern Financial, LLC","displayName":"Ern Financial","slug":"ern-financial-297717","website":"https://canopy-wealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/canopy-wealth-management/","founded":"2018","organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8215 Greenway Boulevard, Suite 540","city":"Middleton","state":"WI","stateName":"Wisconsin","country":"United States","postalCode":"53562"},"tradeNames":[],"registration":{"secApproved":"2 August 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1926207.5489864864,"staff":{"employees":12,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1153857864,"discretionary":1076155204,"discretionaryAccounts":2192,"nonDiscretionary":77702660,"nonDiscretionaryAccounts":416,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":299,"regulatoryAum":123256281},{"label":"High-net-worth individuals","clients":293,"regulatoryAum":1017058588},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":2043340},{"label":"Charitable organizations","clients":5,"regulatoryAum":11293061},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":206594}],"feePrograms":[{"role":"main","program":"Investment Advisory Services","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.2,"from":0},{"to":1500000,"pct":0.8,"from":500000},{"to":3000000,"pct":0.6,"from":1500000},{"to":5000000,"pct":0.5,"from":3000000},{"to":null,"pct":0.4,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008461","versionId":1008461,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-12","documentName":"ERN FINANCIAL LLC D/B/A CANOPY WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE","fee_rate_low":0.4,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning (Non-Subscription)","summary":"Flat-fee financial planning is generally $1,000 to $25,000 per engagement and negotiable; ending after work begins costs half the agreed planning fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008461","versionId":1008461,"submittedOn":"2026-02-12","documentName":"ERN FINANCIAL LLC D/B/A CANOPY WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE"},{"role":"other","program":"Ongoing Financial Planning","summary":"Ongoing financial planning is billed monthly in advance from a starting minimum of $200 per month.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008461","versionId":1008461,"submittedOn":"2026-02-12","documentName":"ERN FINANCIAL LLC D/B/A CANOPY WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:24:30.345498+00:00","documents":[{"name":"ERN FINANCIAL LLC D/B/A CANOPY WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008461","versionId":1008461,"submittedOn":"2026-02-12"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":1058051912}],"custodyNote":"Ern Financial has custody of $27.1M for 58 clients.","otherCustodians":[],"leadership":[{"name":"Ernest Moosherr","title":"Chief Executive Officer","crd":"1698046"},{"name":"Eric Raether","title":"President","crd":"2480237"},{"name":"Mark Buchanan","title":"Chief Compliance Officer/COO","crd":"6429435"}],"ownership":[{"label":"Ern Michigan, Inc.","detail":"Member in the 25% to 50% ownership band and a control person, since May 2018."},{"label":"Ern Wisconsin, Inc.","detail":"Member in the 25% to 50% ownership band and a control person, since May 2018."},{"label":"Ernest Moosherr","detail":"Indirect owner: a member of Ern Michigan, Inc. in the 75% or more band and a control person, since May 2018.","parent":"Ern Michigan, Inc."},{"label":"Eric Raether","detail":"Indirect owner: a member of Ern Wisconsin, Inc. in the 75% or more band and a control person, since May 2018.","parent":"Ern Wisconsin, Inc."},{"label":"David Muehl","detail":"Indirect owner: member of Ern Wisconsin, Inc., since May 2018.","parent":"Ern Wisconsin, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":2},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"380 North Old Woodward Avenue","city":"Birmingham"}]},{"state":"Wisconsin","offices":1,"addresses":[{"street":"8215 Greenway Boulevard, Suite 540","city":"Middleton","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"608-662-9018","stateRegisteredReps":9,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":84},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":4},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"8 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/297717/PDF/297717.pdf","brochureDate":"12 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008461","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 Ern Financial have?","answer":"Ern Financial has 601 clients and manages $1.15 billion for them, as of April 2026. They include 299 individual clients, 293 high-net-worth individuals and 5 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ern Financial offer?","answer":"Ern Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, educational seminars, education planning, estate planning, insurance, tax planning, and tax preparation.","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 Ern Financial charge?","answer":"Ern Financial charges 0.40%–1.20% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ERN FINANCIAL LLC D/B/A CANOPY WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE, filed 12 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ern Financial use?","answer":"Ern Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.06B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ern Financial have?","answer":"Ern Financial has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ern Financial invest in?","answer":"At the end of its last fiscal year, Ern Financial’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 5% cash and equivalents, 4% pooled vehicles (private funds and similar), 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate 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 Ern Financial?","answer":"Ern Financial is owned through holding companies by Ernest Moosherr and Eric Raether. Its direct owners are Ern Michigan, Inc. and Ern Wisconsin, Inc., each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ern Financial get paid?","answer":"Ern Financial is paid through a percentage of assets under management and hourly charges. 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 Ern Financial?","answer":"Ern Financial’s main office is at 8215 Greenway Boulevard, Suite 540, Middleton, WI 53562. Its phone number is 608-662-9018. Its website is canopy-wealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/ern-financial-297717/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-23","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1768302/000176830226000004/0001768302-26-000004-index.html","totalValue":604315365,"positionCount":161,"top10Share":0.3850515583035027,"top10":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":44455055,"shares":373603,"shareType":"SH","priorValue":36537222,"priorShares":373172},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":43316959,"shares":712567,"shareType":"SH","priorValue":39521349,"priorShares":698504},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":32895478,"shares":652818,"shareType":"SH","priorValue":29936708,"priorShares":655788},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":20882930,"shares":216224,"shareType":"SH","priorValue":18961443,"priorShares":209449},{"issuer":"VICTORY PORTFOLIOS II","titleOfClass":"SHORT TRM BD ETF","cusip":"92647N535","value":17699941,"shares":349663,"shareType":"SH","priorValue":16900245,"priorShares":334129},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":16554829,"shares":171570,"shareType":"SH","priorValue":13918039,"priorShares":172723},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP400VAL","cusip":"78464A839","value":16228617,"shares":171098,"shareType":"SH","priorValue":14427176,"priorShares":169432},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST PORT MARK ETF","cusip":"78463X509","value":13973973,"shares":269872,"shareType":"SH","priorValue":12481768,"priorShares":266079},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"U S TEC LEA ETF","cusip":"46654Q732","value":13422112,"shares":120322,"shareType":"SH","priorValue":9464226,"priorShares":118987},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":13262679,"shares":500101,"shareType":"SH","priorValue":12204196,"priorShares":465809}],"positionsListed":161,"positions":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":44455055,"shares":373603,"shareType":"SH","priorValue":36537222,"priorShares":373172},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":43316959,"shares":712567,"shareType":"SH","priorValue":39521349,"priorShares":698504},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":32895478,"shares":652818,"shareType":"SH","priorValue":29936708,"priorShares":655788},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":20882930,"shares":216224,"shareType":"SH","priorValue":18961443,"priorShares":209449},{"issuer":"VICTORY PORTFOLIOS II","titleOfClass":"SHORT TRM BD ETF","cusip":"92647N535","value":17699941,"shares":349663,"shareType":"SH","priorValue":16900245,"priorShares":334129},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":16554829,"shares":171570,"shareType":"SH","priorValue":13918039,"priorShares":172723},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP400VAL","cusip":"78464A839","value":16228617,"shares":171098,"shareType":"SH","priorValue":14427176,"priorShares":169432},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST PORT MARK ETF","cusip":"78463X509","value":13973973,"shares":269872,"shareType":"SH","priorValue":12481768,"priorShares":266079},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"U S TEC LEA ETF","cusip":"46654Q732","value":13422112,"shares":120322,"shareType":"SH","priorValue":9464226,"priorShares":118987},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":13262679,"shares":500101,"shareType":"SH","priorValue":12204196,"priorShares":465809},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":12426150,"shares":56629,"shareType":"SH","priorValue":10928415,"priorShares":56975},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL REIT ETF","cusip":"46434V647","value":12135552,"shares":439376,"shareType":"SH","priorValue":10895874,"priorShares":433236},{"issuer":"JOHN HANCOCK EXCHANGE TRADED","titleOfClass":"MLTFCTR LRG CAP","cusip":"47804J107","value":12089060,"shares":135558,"shareType":"SH","priorValue":10403998,"priorShares":132924},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CORE FIXE IN ETF","cusip":"25434V872","value":11911770,"shares":282203,"shareType":"SH","priorValue":11117605,"priorShares":263326},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EX US CORE","cusip":"25434V880","value":11748620,"shares":318909,"shareType":"SH","priorValue":10770284,"priorShares":317053},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":11420936,"shares":132586,"shareType":"SH","priorValue":9683326,"priorShares":22169},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP400GRW","cusip":"78464A821","value":10250055,"shares":91445,"shareType":"SH","priorValue":8737734,"priorShares":91056},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR AGGRE ETF","cusip":"78464A649","value":10144544,"shares":397513,"shareType":"SH","priorValue":9182083,"priorShares":358395},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR TIPS ETF","cusip":"78464A656","value":9551518,"shares":371944,"shareType":"SH","priorValue":9016921,"priorShares":346671},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":9505881,"shares":108169,"shareType":"SH","priorValue":7829036,"priorShares":102287},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"FOCUSED DYNAMIC","cusip":"025072810","value":9450663,"shares":71005,"shareType":"SH","priorValue":7478502,"priorShares":65572},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"RUSL 1000 DYNM","cusip":"46138J619","value":9163056,"shares":133689,"shareType":"SH","priorValue":8562933,"priorShares":142431},{"issuer":"ISHARES TR","titleOfClass":"CRE U S REIT ETF","cusip":"464288521","value":8804726,"shares":132502,"shareType":"SH","priorValue":7720760,"priorShares":130440},{"issuer":"VANECK ETF TRUST","titleOfClass":"REAL ASSETS ETF","cusip":"92189F130","value":8679122,"shares":218783,"shareType":"SH","priorValue":8547146,"priorShares":209952},{"issuer":"HARTFORD FDS EXCHANGE TRADED","titleOfClass":"MUN OPORTUNITE","cusip":"41653L503","value":8170692,"shares":208729,"shareType":"SH","priorValue":8086091,"priorShares":208727},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"MANAGD MUN ETF","cusip":"33739N108","value":7847313,"shares":152769,"shareType":"SH","priorValue":7714147,"priorShares":152273},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":7649001,"shares":61310,"shareType":"SH","priorValue":6805245,"priorShares":61603},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":7429656,"shares":58130,"shareType":"SH","priorValue":6458372,"priorShares":58878},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":7384430,"shares":10752,"shareType":"SH","priorValue":6405782,"priorShares":10720},{"issuer":"PIMCO ETF TR","titleOfClass":"INTER MUN BD ACT","cusip":"72201R866","value":7266953,"shares":138155,"shareType":"SH","priorValue":7052330,"priorShares":135128},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":7049759,"shares":67864,"shareType":"SH","priorValue":6737191,"priorShares":69363},{"issuer":"PUTNAM ETF TRUST","titleOfClass":"FOCUSED LAR CAP","cusip":"746729300","value":6749347,"shares":132470,"shareType":"SH","priorValue":6098352,"priorShares":131430},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":6591248,"shares":22779,"shareType":"SH","priorValue":5639203,"priorShares":22220},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"SMITH OPPORT FXD","cusip":"33740F805","value":6245541,"shares":143214,"shareType":"SH","priorValue":5942502,"priorShares":136327},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":6177491,"shares":41653,"shareType":"SH","priorValue":5145573,"priorShares":41393},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":5911475,"shares":115911,"shareType":"SH","priorValue":5377974,"priorShares":105492},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE BOND ETF","cusip":"46654Q716","value":5863814,"shares":109604,"shareType":"SH","priorValue":5519706,"priorShares":102654},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":5799801,"shares":48685,"shareType":"SH","priorValue":4759144,"priorShares":49256},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":5175085,"shares":76093,"shareType":"SH","priorValue":4472297,"priorShares":76870},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":4543033,"shares":6066,"shareType":"SH","priorValue":3958685,"priorShares":6060},{"issuer":"JOHN HANCOCK EXCHANGE TRADED","titleOfClass":"MULTIFACTOR MI","cusip":"47804J206","value":4408544,"shares":58812,"shareType":"SH","priorValue":3934528,"priorShares":58619},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":4383263,"shares":20113,"shareType":"SH","priorValue":3942834,"priorShares":20096},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":3575917,"shares":17872,"shareType":"SH","priorValue":2555025,"priorShares":14650},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F847","value":3352257,"shares":57313,"shareType":"SH","priorValue":3039087,"priorShares":56916},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":3148049,"shares":76316,"shareType":"SH","priorValue":3512140,"priorShares":90147},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQT MKT","cusip":"25434V104","value":3099820,"shares":59969,"shareType":"SH","priorValue":2752745,"priorShares":61009},{"issuer":"CAPITAL GROUP INTL FOCUS EQT","titleOfClass":"SHS CREAT UNIT","cusip":"14019W109","value":2986183,"shares":86256,"shareType":"SH","priorValue":2275714,"priorShares":77169},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHARES LRG CAP","cusip":"092528801","value":2509151,"shares":72456,"shareType":"SH","priorValue":2232547,"priorShares":69680},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":2481214,"shares":8101,"shareType":"SH","priorValue":2133212,"priorShares":8289},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUND EM EQUI ETF","cusip":"808524730","value":2425678,"shares":61131,"shareType":"SH","priorValue":2327700,"priorShares":60839},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":2368873,"shares":30721,"shareType":"SH","priorValue":2023759,"priorShares":29968},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740U307","value":2359517,"shares":42838,"shareType":"SH","priorValue":2165448,"priorShares":43025},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":2271027,"shares":28187,"shareType":"SH","priorValue":2144660,"priorShares":7468},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":2106749,"shares":2861,"shareType":"SH","priorValue":1693952,"priorShares":2935},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":2036080,"shares":22598,"shareType":"SH","priorValue":1690873,"priorShares":22488},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP E","cusip":"25434V773","value":2021812,"shares":57717,"shareType":"SH","priorValue":1873070,"priorShares":55630},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":1862091,"shares":29937,"shareType":"SH","priorValue":2039967,"priorShares":32608},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"CAP STRENGTH ETF","cusip":"33733E104","value":1861724,"shares":19822,"shareType":"SH","priorValue":1840307,"priorShares":19839},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1781336,"shares":4775,"shareType":"SH","priorValue":1747519,"priorShares":4721},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"33734H106","value":1752636,"shares":36377,"shareType":"SH","priorValue":1732041,"priorShares":36828},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600SM C","cusip":"78464A300","value":1662006,"shares":15232,"shareType":"SH","priorValue":1508918,"priorShares":15954},{"issuer":"FAIR ISAAC CORP","titleOfClass":"COM","cusip":"303250104","value":1629680,"shares":1364,"shareType":"SH","priorValue":1456125,"priorShares":1364},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":1616813,"shares":4716,"shareType":"SH","priorValue":1113193,"priorShares":4638},{"issuer":"ISHARES INC","titleOfClass":"MSCI EMRG CHN","cusip":"46434G764","value":1591072,"shares":15553,"shareType":"SH","priorValue":1223399,"priorShares":15553},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":1527967,"shares":2046,"shareType":"SH","priorValue":1346920,"priorShares":2071},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1502134,"shares":4251,"shareType":"SH","priorValue":711976,"priorShares":2482},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":1488191,"shares":21754,"shareType":"SH","priorValue":1342686,"priorShares":23643},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1476727,"shares":3511,"shareType":"SH","priorValue":929747,"priorShares":2501},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"HIGH DIVID ETF","cusip":"316092840","value":1460224,"shares":24220,"shareType":"SH","priorValue":1316314,"priorShares":23829},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1459875,"shares":20489,"shareType":"SH","priorValue":1687438,"priorShares":26333},{"issuer":"CREDIT ACCEP CORP MICH","titleOfClass":"COM","cusip":"225310101","value":1337154,"shares":2100,"shareType":"SH","priorValue":889266,"priorShares":2100},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":1319630,"shares":5577,"shareType":"SH","priorValue":1210143,"priorShares":5627},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":1288125,"shares":17059,"shareType":"SH","priorValue":1364540,"priorShares":15478},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":1237378,"shares":27894,"shareType":"SH","priorValue":1083961,"priorShares":27894},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1177161,"shares":4939,"shareType":"SH","priorValue":946587,"priorShares":4545},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":1141589,"shares":3194,"shareType":"SH","priorValue":850147,"priorShares":2956},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":1130960,"shares":6910,"shareType":"SH","priorValue":966181,"priorShares":6832},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":1111678,"shares":3040,"shareType":"SH","priorValue":997043,"priorShares":3299},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":1067718,"shares":925,"shareType":"SH","priorValue":300340,"priorShares":889},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":1044984,"shares":1855,"shareType":"SH","priorValue":830014,"priorShares":1451},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":1043143,"shares":7118,"shareType":"SH","priorValue":1045952,"priorShares":7110},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":1041825,"shares":18446,"shareType":"SH","priorValue":1022176,"priorShares":18034},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":1023165,"shares":9952,"shareType":"SH","priorValue":950272,"priorShares":9938},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F862","value":1001156,"shares":17718,"shareType":"SH","priorValue":966737,"priorShares":18669},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"JPMORGAN INTL VL","cusip":"46654Q757","value":989152,"shares":10757,"shareType":"SH","priorValue":868214,"priorShares":10138},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":978522,"shares":2590,"shareType":"SH","priorValue":625691,"priorShares":2022},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US VLU","cusip":"464287663","value":974974,"shares":8851,"shareType":"SH","priorValue":895139,"priorShares":8754},{"issuer":"CAPITAL GROUP NEW GEOGRAPHY","titleOfClass":"SHS","cusip":"14021N105","value":926798,"shares":24741,"shareType":"SH","priorValue":561599,"priorShares":17789},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":867264,"shares":723,"shareType":"SH","priorValue":550047,"priorShares":598},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":862933,"shares":2332,"shareType":"SH","priorValue":752299,"priorShares":2345},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":842541,"shares":6163,"shareType":"SH","priorValue":1041400,"priorShares":6138},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"DIVERSIFIED MU","cusip":"025072505","value":822002,"shares":16170,"shareType":"SH","priorValue":839238,"priorShares":16768},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":814575,"shares":4795,"shareType":"SH","priorValue":587134,"priorShares":4782},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P400MID","cusip":"78464A847","value":802852,"shares":11884,"shareType":"SH","priorValue":691946,"priorShares":11684},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVA MAR SMA ETF","cusip":"025072141","value":749191,"shares":10807,"shareType":"SH","priorValue":593134,"priorShares":9351},{"issuer":"RBB FUND TRUST","titleOfClass":"FIRS EAGL OV ETF","cusip":"75526L878","value":735532,"shares":13774,"shareType":"SH","priorValue":448287,"priorShares":8884},{"issuer":"WISDOMTREE TR","titleOfClass":"EMER MKT HIGH FD","cusip":"97717W315","value":731275,"shares":13595,"shareType":"SH","priorValue":690492,"priorShares":13896},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":697138,"shares":2869,"shareType":"SH","priorValue":623290,"priorShares":2869},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":695042,"shares":1389,"shareType":"SH","priorValue":749469,"priorShares":1564},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"RUSL 2000 DYNM","cusip":"46138J593","value":680816,"shares":12764,"shareType":"SH","priorValue":570897,"priorShares":12612},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":678944,"shares":2414,"shareType":"SH","priorValue":292705,"priorShares":1208},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":674606,"shares":3414,"shareType":"SH","priorValue":629132,"priorShares":3414},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":652484,"shares":1902,"shareType":"SH","priorValue":399253,"priorShares":1321},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR CONV ETF","cusip":"78464A359","value":606974,"shares":5630,"shareType":"SH","priorValue":513378,"priorShares":5609},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":597520,"shares":1825,"shareType":"SH","priorValue":457713,"priorShares":1556},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":592248,"shares":20124,"shareType":"SH","priorValue":515978,"priorShares":20124},{"issuer":"FORD MTR CO","titleOfClass":"COM","cusip":"345370860","value":541525,"shares":38959,"shareType":"SH","priorValue":448788,"priorShares":38890},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P MIDCP LOW","cusip":"46138E198","value":494623,"shares":7457,"shareType":"SH","priorValue":521014,"priorShares":8274},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F722","value":492249,"shares":8211,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":481734,"shares":8353,"shareType":"SH","priorValue":414369,"priorShares":8576},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":476807,"shares":1346,"shareType":"SH","priorValue":437949,"priorShares":1276},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":448849,"shares":3963,"shareType":"SH","priorValue":491279,"priorShares":3953},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":435135,"shares":2694,"shareType":"SH","priorValue":247805,"priorShares":2210},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":426016,"shares":861,"shareType":"SH","priorValue":308816,"priorShares":861},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":417782,"shares":210,"shareType":"SH","priorValue":330208,"priorShares":250},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":417396,"shares":1377,"shareType":"SH","priorValue":393404,"priorShares":1502},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":417249,"shares":3552,"shareType":"SH","priorValue":274922,"priorShares":3543},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":411607,"shares":440,"shareType":"SH","priorValue":438429,"priorShares":440},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":405603,"shares":561,"shareType":"SH","priorValue":221480,"priorShares":648},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":397923,"shares":685,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":380771,"shares":1759,"shareType":"SH","priorValue":325613,"priorShares":1636},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":373825,"shares":3274,"shareType":"SH","priorValue":391920,"priorShares":3304},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":368071,"shares":1463,"shareType":"SH","priorValue":318121,"priorShares":1463},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":367383,"shares":2031,"shareType":"SH","priorValue":343438,"priorShares":2077},{"issuer":"BANK MONTREAL MEDIUM","titleOfClass":"COM","cusip":"063671101","value":348276,"shares":1971,"shareType":"SH","priorValue":227371,"priorShares":1680},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":338932,"shares":4711,"shareType":"SH","priorValue":307816,"priorShares":4665},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":337579,"shares":4728,"shareType":"SH","priorValue":461232,"priorShares":4797},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":337303,"shares":2711,"shareType":"SH","priorValue":300142,"priorShares":2695},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":318973,"shares":904,"shareType":"SH","priorValue":236150,"priorShares":718},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":313948,"shares":3799,"shareType":"SH","priorValue":205553,"priorShares":2582},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":305236,"shares":1731,"shareType":"SH","priorValue":215642,"priorShares":1707},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":301440,"shares":395,"shareType":"SH"},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":297209,"shares":944,"shareType":"SH","priorValue":311175,"priorShares":947},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":295559,"shares":8734,"shareType":"SH","priorValue":254421,"priorShares":8734},{"issuer":"FIRST BUSINESS FINL SVCS INC","titleOfClass":"COM","cusip":"319390100","value":291530,"shares":4615,"shareType":"SH","priorValue":248887,"priorShares":4615},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F763","value":290753,"shares":4768,"shareType":"SH","priorValue":266740,"priorShares":4776},{"issuer":"ISHARES TR","titleOfClass":"0-5YR HI YL CP","cusip":"46434V407","value":280043,"shares":6603,"shareType":"SH","priorValue":277174,"priorShares":6551},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":273687,"shares":533,"shareType":"SH","priorValue":270755,"priorShares":542},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":271575,"shares":231,"shareType":"SH"},{"issuer":"PACER FDS TR","titleOfClass":"DEVELOPED MRKT","cusip":"69374H873","value":271546,"shares":6523,"shareType":"SH","priorValue":357373,"priorShares":8421},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":268704,"shares":2164,"shareType":"SH","priorValue":211921,"priorShares":497},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":265713,"shares":1603,"shareType":"SH","priorValue":313867,"priorShares":1517},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":265299,"shares":4656,"shareType":"SH","priorValue":226980,"priorShares":4656},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR R1K LOWV","cusip":"78468R804","value":243589,"shares":1342,"shareType":"SH","priorValue":229640,"priorShares":1289},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":235268,"shares":221,"shareType":"SH"},{"issuer":"UNITED RENTALS INC","titleOfClass":"COM","cusip":"911363109","value":233375,"shares":206,"shareType":"SH"},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":231832,"shares":535,"shareType":"SH"},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":230574,"shares":853,"shareType":"SH","priorValue":267590,"priorShares":861},{"issuer":"MGE ENERGY INC","titleOfClass":"COM","cusip":"55277P104","value":228760,"shares":2805,"shareType":"SH","priorValue":216069,"priorShares":2796},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":225593,"shares":568,"shareType":"SH"},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHAR INTER ETF","cusip":"092528207","value":223100,"shares":9200,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F599","value":219103,"shares":4193,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":218004,"shares":1489,"shareType":"SH"},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":217544,"shares":1558,"shareType":"SH"},{"issuer":"JOHNSON CONTROLS INTERNATION","titleOfClass":"SHS","cusip":"G51502105","value":217276,"shares":1487,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":211155,"shares":831,"shareType":"SH","priorValue":203186,"priorShares":831},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":208546,"shares":276,"shareType":"SH","priorValue":234513,"priorShares":271},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":205659,"shares":396,"shareType":"SH"},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":202645,"shares":1577,"shareType":"SH"},{"issuer":"CALAMOS ETF TR","titleOfClass":"AUTOC INCOM ETF","cusip":"12811T571","value":200674,"shares":7375,"shareType":"SH"},{"issuer":"EVOLENT HEALTH INC","titleOfClass":"CL A","cusip":"30050B101","value":160291,"shares":29574,"shareType":"SH","priorValue":67429,"priorShares":29574}]},"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."}