{"url":"https://nivawealth.com/firms/midwestern-financial-270022","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/270022","regulatoryAum":172843118,"crd":"270022","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5584933","suffix":null,"lastName":"CAMPBELL","firstName":"PATRICK","middleName":"SHIHADY"},{"crd":"5917772","suffix":null,"lastName":"JAY","firstName":"JOSEPH","middleName":"DELBERT"},{"crd":"7670408","suffix":null,"lastName":"PICCHIETTI","firstName":"ANDREW","middleName":"PETER"}],"total":3,"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":"2025-05-14","regulatoryAum":139287189,"clients":122,"employees":3,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":172843118,"clients":135,"employees":3,"offices":1}],"secFileNumber":"801-132625","legalName":"Midwestern Financial, LLC","displayName":"Midwestern Financial","slug":"midwestern-financial-270022","website":"https://midwesternfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/midwestern-financial-group","founded":null,"organization":"Iowa limited liability company","fiscalYearEnd":"December","headquarters":{"street":"103 E College Street, Suite 210","city":"Iowa City","state":"IA","stateName":"Iowa","country":"United States","postalCode":"52240"},"tradeNames":[],"registration":{"secApproved":"1 May 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1257192.7925925925,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":172843118,"discretionary":172843118,"discretionaryAccounts":548,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":94,"regulatoryAum":37409101},{"label":"High-net-worth individuals","clients":41,"regulatoryAum":132311926},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1748088},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":1374003}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"marginal","fee_tiers":[{"to":1500000,"pct":1,"from":0},{"to":2500000,"pct":0.88,"from":1500000},{"to":5000000,"pct":0.76,"from":2500000},{"to":10000000,"pct":0.64,"from":5000000},{"to":null,"pct":0.5,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029067","versionId":1029067,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-27","documentName":"FORM ADV PART 2","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Early Investors Program","summary":"Beginning-investor financial planning at a flat fee of $399, $549 or $799, paid up front.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029067","versionId":1029067,"submittedOn":"2026-03-27","documentName":"FORM ADV PART 2"},{"role":"other","program":"Financial Planning Fixed Fee","summary":"Financial planning on a fixed fee from $250 to $35,000, negotiable and billed in advance; early termination is billed at $250 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029067","versionId":1029067,"submittedOn":"2026-03-27","documentName":"FORM ADV PART 2"},{"role":"other","program":"Pension Consulting","summary":"Pension consulting is an annual fee of 1.00% of plan assets, determined each quarter.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029067","versionId":1029067,"submittedOn":"2026-03-27","documentName":"FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:14:19.951863+00:00","documents":[{"name":"FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029067","versionId":1029067,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, CA","smaAssets":150920215},{"name":"Tiaa-Cref Individual & Institutional Services, LLC","shortName":"Tiaa-Cref Individual & Institutional Services","location":"New York, NY","smaAssets":19851150}],"custodyNote":"Midwestern Financial has custody of $28.5M for 56 clients.","otherCustodians":[],"leadership":[{"name":"Patrick Campbell","title":"Managing Partner & CCO","crd":"5584933"},{"name":"Joseph Jay","title":"Managing Partner","crd":"5917772"}],"ownership":[{"label":"Patrick Campbell","detail":"Managing partner & cco in the 50% to 75% ownership band and a control person, since May 2015."},{"label":"Joseph Jay","detail":"Managing partner in the 50% to 75% ownership band and a control person, since May 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"103 E College Street, Suite 210","city":"Iowa City","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"319-499-1620","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":8},{"label":"U.S. government/agency bonds","percent":6},{"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":85},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/270022/PDF/270022.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029067","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 Midwestern Financial have?","answer":"Midwestern Financial has 135 clients and manages $173 million for them, as of March 2026. They include 94 individual clients and 41 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Midwestern Financial offer?","answer":"Midwestern Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.","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 Midwestern Financial charge?","answer":"Midwestern Financial charges 0.50%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Midwestern Financial use?","answer":"Midwestern Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, CA), with $151M and Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $19.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Midwestern Financial have?","answer":"Midwestern Financial has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 Midwestern Financial invest in?","answer":"At the end of its last fiscal year, Midwestern Financial’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 6% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Midwestern Financial?","answer":"Midwestern Financial’s direct owners are Patrick Campbell (50% to 75%) and Joseph Jay (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Midwestern Financial get paid?","answer":"Midwestern Financial is paid through a percentage of assets under management, hourly charges 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 Midwestern Financial?","answer":"Midwestern Financial’s main office is at 103 E College Street, Suite 210, Iowa City, IA 52240. Its phone number is 319-499-1620. Its website is midwesternfinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/midwestern-financial-270022/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2083276/000206336426000305/0002063364-26-000305-index.html","totalValue":142830768,"positionCount":54,"top10Share":0.5728270116141922,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":15484962,"shares":20736,"shareType":"SH","priorValue":12980874,"priorShares":19960},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":10617333,"shares":107267,"shareType":"SH","priorValue":9784528,"priorShares":98565},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"FOCUSED LRG CAP","cusip":"025072794","value":10438359,"shares":128393,"shareType":"SH","priorValue":9446948,"priorShares":123191},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI EX US","cusip":"464288240","value":9708510,"shares":127559,"shareType":"SH","priorValue":8260964,"priorShares":120651},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":8028979,"shares":83210,"shareType":"SH","priorValue":6754699,"priorShares":83826},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":7402579,"shares":82988,"shareType":"SH","priorValue":6742794,"priorShares":79477},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":6328716,"shares":125148,"shareType":"SH","priorValue":5542161,"priorShares":109507},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":4987567,"shares":22887,"shareType":"SH","priorValue":4944911,"priorShares":25204},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":4611442,"shares":159235,"shareType":"SH","priorValue":4525421,"priorShares":180295},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":4208875,"shares":116492,"shareType":"SH","priorValue":3032970,"priorShares":104298}],"positionsListed":54,"positions":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":15484962,"shares":20736,"shareType":"SH","priorValue":12980874,"priorShares":19960},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":10617333,"shares":107267,"shareType":"SH","priorValue":9784528,"priorShares":98565},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"FOCUSED LRG CAP","cusip":"025072794","value":10438359,"shares":128393,"shareType":"SH","priorValue":9446948,"priorShares":123191},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI EX US","cusip":"464288240","value":9708510,"shares":127559,"shareType":"SH","priorValue":8260964,"priorShares":120651},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":8028979,"shares":83210,"shareType":"SH","priorValue":6754699,"priorShares":83826},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":7402579,"shares":82988,"shareType":"SH","priorValue":6742794,"priorShares":79477},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":6328716,"shares":125148,"shareType":"SH","priorValue":5542161,"priorShares":109507},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":4987567,"shares":22887,"shareType":"SH","priorValue":4944911,"priorShares":25204},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":4611442,"shares":159235,"shareType":"SH","priorValue":4525421,"priorShares":180295},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":4208875,"shares":116492,"shareType":"SH","priorValue":3032970,"priorShares":104298},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":3826581,"shares":10341,"shareType":"SH","priorValue":3541265,"priorShares":11039},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":3741794,"shares":46442,"shareType":"SH","priorValue":2911882,"priorShares":10139},{"issuer":"ISHARES TR","titleOfClass":"CORE INTL AGGR","cusip":"46435G672","value":3586646,"shares":70882,"shareType":"SH","priorValue":3375615,"priorShares":67458},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":3498778,"shares":69173,"shareType":"SH","priorValue":2746340,"priorShares":55048},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":3263905,"shares":20796,"shareType":"SH","priorValue":2868365,"priorShares":20737},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":3233148,"shares":4390,"shareType":"SH","priorValue":2534096,"priorShares":4390},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":3103089,"shares":43552,"shareType":"SH","priorValue":2909686,"priorShares":45407},{"issuer":"VANECK ETF TRUST","titleOfClass":"SHRT HGH YLD MUN","cusip":"92189F387","value":2846848,"shares":124317,"shareType":"SH","priorValue":2118759,"priorShares":93502},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":2831728,"shares":11654,"shareType":"SH","priorValue":2600306,"priorShares":11969},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":2126645,"shares":36541,"shareType":"SH","priorValue":2190268,"priorShares":37415},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":2068557,"shares":9427,"shareType":"SH","priorValue":1845865,"priorShares":9623},{"issuer":"ISHARES TR","titleOfClass":"SHRT NAT MUN ETF","cusip":"464288158","value":2010173,"shares":18880,"shareType":"SH","priorValue":1930225,"priorShares":18124},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":1859206,"shares":7857,"shareType":"SH","priorValue":1682710,"priorShares":7824},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":1849349,"shares":3283,"shareType":"SH","priorValue":1876570,"priorShares":3280},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1743176,"shares":8712,"shareType":"SH","priorValue":1517331,"priorShares":8700},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1702906,"shares":5885,"shareType":"SH","priorValue":1507227,"priorShares":5939},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":1414323,"shares":28157,"shareType":"SH","priorValue":1249918,"priorShares":25023},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1414102,"shares":2826,"shareType":"SH","priorValue":1354219,"priorShares":2826},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"STATE STREET IND","cusip":"81369Y704","value":1199680,"shares":6477,"shareType":"SH","priorValue":1044901,"priorShares":6461},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":1178613,"shares":9861,"shareType":"SH","priorValue":859118,"priorShares":1231},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"DIVERSIFIED MU","cusip":"025072505","value":1177359,"shares":23160,"shareType":"SH","priorValue":1170135,"priorShares":23379},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":1145593,"shares":19192,"shareType":"SH","priorValue":1036116,"priorShares":19170},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":1006045,"shares":9348,"shareType":"SH","priorValue":984444,"priorShares":9274},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":787952,"shares":3306,"shareType":"SH","priorValue":688540,"priorShares":3306},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":726710,"shares":2033,"shareType":"SH","priorValue":584405,"priorShares":2032},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":705717,"shares":6906,"shareType":"SH","priorValue":831739,"priorShares":9284},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":565938,"shares":1517,"shareType":"SH","priorValue":560314,"priorShares":1514},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":556669,"shares":1836,"shareType":"SH","priorValue":479594,"priorShares":1831},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"BETABUILDERS USD","cusip":"46641Q878","value":507725,"shares":11015,"shareType":"SH","priorValue":497675,"priorShares":10859},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":507127,"shares":4477,"shareType":"SH","priorValue":554234,"priorShares":4460},{"issuer":"ROPER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"776696106","value":460459,"shares":1361,"shareType":"SH","priorValue":480315,"priorShares":1357},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI ETF","cusip":"464288257","value":438231,"shares":2792,"shareType":"SH","priorValue":440759,"priorShares":3186},{"issuer":"TE CONNECTIVITY PLC","titleOfClass":"ORD SHS","cusip":"G87052109","value":407857,"shares":2023,"shareType":"SH","priorValue":458380,"priorShares":2193},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"STATE STREET MAT","cusip":"81369Y100","value":403243,"shares":7933,"shareType":"SH","priorValue":394931,"priorShares":7903},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"BETABUILDERS USD","cusip":"46641Q449","value":393764,"shares":8688,"shareType":"SH","priorValue":584462,"priorShares":12888},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":380665,"shares":7464,"shareType":"SH","priorValue":378073,"priorShares":7416},{"issuer":"ISHARES TR","titleOfClass":"IBOXX INV CP ETF","cusip":"464287242","value":376127,"shares":3449,"shareType":"SH","priorValue":424649,"priorShares":3896},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":314081,"shares":960,"shareType":"SH","priorValue":280906,"priorShares":955},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A847","value":313135,"shares":4635,"shareType":"SH","priorValue":273606,"priorShares":4620},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"SHORT TRM TAX EX","cusip":"921935870","value":304575,"shares":3006,"shareType":"SH","priorValue":302054,"priorShares":2986},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":300537,"shares":4094,"shareType":"SH","priorValue":321044,"priorShares":4360},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":264978,"shares":630,"shareType":"SH","priorValue":234202,"priorShares":630},{"issuer":"ISHARES TR","titleOfClass":"CORE HIGH DV ETF","cusip":"46429B663","value":259740,"shares":9476,"shareType":"SH","priorValue":255502,"priorShares":1883},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":209972,"shares":224,"shareType":"SH","priorValue":223340,"priorShares":224}]},"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."}