{"url":"https://nivawealth.com/firms/winch-advisory-services-110194","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110194","regulatoryAum":580178144,"crd":"110194","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5731048","suffix":null,"lastName":"HUBLEY","firstName":"FREDERIC","middleName":"DAVID"},{"crd":"5888773","suffix":null,"lastName":"PETERSON","firstName":"CHRISTIAN","middleName":null},{"crd":"6009530","suffix":null,"lastName":"WEYERS","firstName":"MATTHEW","middleName":"WILLIAM"},{"crd":"4992765","suffix":null,"lastName":"WINCH","firstName":"ADAM","middleName":"ZACHARY"},{"crd":"1069904","suffix":null,"lastName":"WINCH","firstName":"CHRISTINA","middleName":"VIGNEC"},{"crd":"3126026","suffix":null,"lastName":"WINCH","firstName":"SAMUEL","middleName":"RONALD"},{"crd":"6575794","suffix":null,"lastName":"Winch","firstName":"Tanya","middleName":"Christine"}],"total":7,"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":"2021-02-23","regulatoryAum":355688639,"clients":804,"employees":18,"offices":2},{"filedOn":"2022-02-12","regulatoryAum":432094101,"clients":846,"employees":18,"offices":2},{"filedOn":"2023-01-24","regulatoryAum":333928288,"clients":792,"employees":19,"offices":2},{"filedOn":"2024-03-01","regulatoryAum":420199081,"clients":799,"employees":17,"offices":2},{"filedOn":"2025-03-10","regulatoryAum":510720782,"clients":816,"employees":18,"offices":2},{"filedOn":"2026-03-04","regulatoryAum":580178144,"clients":851,"employees":18,"offices":2}],"secFileNumber":"801-55488","legalName":"Winch Advisory Services, LLC","displayName":"Winch Advisory Services","slug":"winch-advisory-services-110194","website":"https://winchfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/490256","founded":null,"organization":"Wisconsin limited liability company","fiscalYearEnd":"December","headquarters":{"street":"424 E. Wisconsin Avenue","city":"Appleton","state":"WI","stateName":"Wisconsin","country":"United States","postalCode":"54911"},"tradeNames":["Winch Financial"],"registration":{"secApproved":"30 April 1998","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":665534.2185663924,"staff":{"employees":18,"advisory":17,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":580178144,"discretionary":580178144,"discretionaryAccounts":2323,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":704,"regulatoryAum":201459442},{"label":"High-net-worth individuals","clients":147,"regulatoryAum":364910178},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":13759469},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":49055}],"feePrograms":[{"role":"main","program":"Individual Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013772","versionId":1013772,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-03","documentName":"WINCH ADVISORY SERVICES ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting Services","summary":"Charged hourly at up to $300 per hour, with an estimate of total hours set at the start of the relationship.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013772","versionId":1013772,"submittedOn":"2026-03-03","documentName":"WINCH ADVISORY SERVICES ADV PART 2A"},{"role":"other","program":"Financial Planning","summary":"An annual fee of 25 basis points (0.25%) on client assets managed, or a fixed fee typically ranging from $3,000 to $20,000 by complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013772","versionId":1013772,"submittedOn":"2026-03-03","documentName":"WINCH ADVISORY SERVICES ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:08:16.025719+00:00","documents":[{"name":"WINCH ADVISORY SERVICES ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013772","versionId":1013772,"submittedOn":"2026-03-03"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":570988258}],"custodyNote":"Winch Advisory Services does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Samuel Winch","title":"Owner/Chief Compliance Officer","crd":"3126026"},{"name":"Christina Winch","title":"Owner","crd":"1069904"},{"name":"Tanya Winch","title":"Owner","crd":"6575794"},{"name":"Adam Winch","title":"Owner","crd":"4992765"}],"ownership":[{"label":"Christina Winch","detail":"Owner in the 25% to 50% ownership band and a control person, since August 2004."},{"label":"Tanya Winch","detail":"Owner in the 25% to 50% ownership band and a control person, since December 2022."},{"label":"Samuel Winch","detail":"Owner/chief compliance officer in the 25% to 50% ownership band and a control person, since December 2022."},{"label":"Adam Winch","detail":"Owner in the 25% to 50% ownership band and a control person, since December 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Wisconsin","offices":1,"addresses":[{"street":"424 E. Wisconsin Avenue","city":"Appleton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"920-739-8577","stateRegisteredReps":7,"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","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops"],"financialPlanningClients":"700","assetMix":[{"label":"Exchange-traded equity securities","percent":40},{"label":"Securities issued by registered investment companies or business development companies","percent":58},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"4 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110194/PDF/110194.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013772","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 Winch Advisory Services have?","answer":"Winch Advisory Services has 851 clients and manages $580 million for them, as of March 2026. They include 704 individual clients and 147 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Winch Advisory Services offer?","answer":"Winch Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, 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 Winch Advisory Services charge?","answer":"Winch Advisory Services charges 0.50%–2.00% a year for its Individual Portfolio Management Fees. The fee is billed in advance and is negotiable.","source":"WINCH ADVISORY SERVICES ADV PART 2A, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Winch Advisory Services use?","answer":"Winch Advisory Services’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $571M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Winch Advisory Services have?","answer":"Winch Advisory Services has 7 investment adviser representatives registered with state securities authorities, out of 18 employees, and 17 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Winch Advisory Services invest in?","answer":"At the end of its last fiscal year, Winch Advisory Services’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities and 2% 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 Winch Advisory Services?","answer":"Winch Advisory Services’ direct owners are Christina Winch, Tanya Winch, Samuel Winch and Adam Winch, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Winch Advisory Services get paid?","answer":"Winch Advisory Services 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 Winch Advisory Services?","answer":"Winch Advisory Services’ main office is at 424 E. Wisconsin Avenue, Appleton, WI 54911. Its phone number is 920-739-8577. Its website is winchfinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/winch-advisory-services-110194/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-06","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1585822/000158064226004940/0001580642-26-004940-index.html","totalValue":481405946,"positionCount":567,"top10Share":0.5764246293709052,"top10":[{"issuer":"STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF","titleOfClass":"ETF","cusip":"78464A805","value":54215959,"shares":597158,"shareType":"SH","priorValue":47105225,"priorShares":595816},{"issuer":"NVIDIA CORP","titleOfClass":"COM","cusip":"67066G104","value":37394064,"shares":186886,"shareType":"SH","priorValue":33455908,"priorShares":191834},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":30511792,"shares":105446,"shareType":"SH","priorValue":27236756,"priorShares":107320},{"issuer":"VANGUARD SHORT TERM TREASURY ETF","titleOfClass":"ETF","cusip":"92206C102","value":29410197,"shares":505330,"shareType":"SH","priorValue":29248517,"priorShares":499633},{"issuer":"VANGUARD INTERMEDIATE TERM CORP BOND ETF","titleOfClass":"ETF","cusip":"92206C870","value":26970703,"shares":326324,"shareType":"SH","priorValue":26532569,"priorShares":320635},{"issuer":"STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF","titleOfClass":"ETF","cusip":"78468R663","value":22396630,"shares":244398,"shareType":"SH","priorValue":22442717,"priorShares":244901},{"issuer":"CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF","titleOfClass":"ETF","cusip":"14020Y300","value":21623472,"shares":791200,"shareType":"SH","priorValue":21238132,"priorShares":779954},{"issuer":"ALPHABET INC CL C","titleOfClass":"COM","cusip":"02079K107","value":20779108,"shares":58809,"shareType":"SH","priorValue":17402617,"priorShares":60666},{"issuer":"AMAZON.COM INC","titleOfClass":"COM","cusip":"023135106","value":18907451,"shares":79330,"shareType":"SH","priorValue":16888011,"priorShares":81087},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":15284868,"shares":40976,"shareType":"SH","priorValue":14900869,"priorShares":40254}],"positionsListed":200,"positions":[{"issuer":"STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF","titleOfClass":"ETF","cusip":"78464A805","value":54215959,"shares":597158,"shareType":"SH","priorValue":47105225,"priorShares":595816},{"issuer":"NVIDIA CORP","titleOfClass":"COM","cusip":"67066G104","value":37394064,"shares":186886,"shareType":"SH","priorValue":33455908,"priorShares":191834},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":30511792,"shares":105446,"shareType":"SH","priorValue":27236756,"priorShares":107320},{"issuer":"VANGUARD SHORT TERM TREASURY ETF","titleOfClass":"ETF","cusip":"92206C102","value":29410197,"shares":505330,"shareType":"SH","priorValue":29248517,"priorShares":499633},{"issuer":"VANGUARD INTERMEDIATE TERM CORP BOND ETF","titleOfClass":"ETF","cusip":"92206C870","value":26970703,"shares":326324,"shareType":"SH","priorValue":26532569,"priorShares":320635},{"issuer":"STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF","titleOfClass":"ETF","cusip":"78468R663","value":22396630,"shares":244398,"shareType":"SH","priorValue":22442717,"priorShares":244901},{"issuer":"CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF","titleOfClass":"ETF","cusip":"14020Y300","value":21623472,"shares":791200,"shareType":"SH","priorValue":21238132,"priorShares":779954},{"issuer":"ALPHABET INC CL C","titleOfClass":"COM","cusip":"02079K107","value":20779108,"shares":58809,"shareType":"SH","priorValue":17402617,"priorShares":60666},{"issuer":"AMAZON.COM INC","titleOfClass":"COM","cusip":"023135106","value":18907451,"shares":79330,"shareType":"SH","priorValue":16888011,"priorShares":81087},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":15284868,"shares":40976,"shareType":"SH","priorValue":14900869,"priorShares":40254},{"issuer":"BERKSHIRE HATHAWAY INC CL B","titleOfClass":"COM","cusip":"084670702","value":12375361,"shares":24731,"shareType":"SH","priorValue":11891315,"priorShares":24815},{"issuer":"GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF","titleOfClass":"ETF","cusip":"381430529","value":11858087,"shares":118391,"shareType":"SH","priorValue":11975277,"priorShares":119526},{"issuer":"ISHARES 0-1 YEAR TREASURY BOND ETF","titleOfClass":"ETF","cusip":"464288679","value":10999850,"shares":99681,"shareType":"SH","priorValue":11814597,"priorShares":107026},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":9363219,"shares":31432,"shareType":"SH","priorValue":3324225,"priorShares":33561},{"issuer":"INVESCO QQQ ETF","titleOfClass":"ETF","cusip":"46090E103","value":7952846,"shares":10800,"shareType":"SH","priorValue":6149156,"priorShares":10654},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":7725822,"shares":23603,"shareType":"SH","priorValue":7044075,"priorShares":23946},{"issuer":"ONTO INNOVATION INC","titleOfClass":"COM","cusip":"68389X105","value":6788258,"shares":17937,"shareType":"SH","priorValue":5024625,"priorShares":24502},{"issuer":"STATE STREET SPDR S&P 500 ETF","titleOfClass":"ETF","cusip":"78462F103","value":6276961,"shares":8405,"shareType":"SH","priorValue":5171053,"priorShares":7951},{"issuer":"VISA INC CL A","titleOfClass":"COM","cusip":"92826C839","value":6226134,"shares":18147,"shareType":"SH","priorValue":5492107,"priorShares":18171},{"issuer":"GOLDMAN SACHS PHYSICAL GOLD ETF","titleOfClass":"ETF","cusip":"38150K103","value":5742130,"shares":145113,"shareType":"SH","priorValue":6672687,"priorShares":144462},{"issuer":"CITIGROUP INC","titleOfClass":"COM","cusip":"172967424","value":4889983,"shares":34938,"shareType":"SH","priorValue":4100317,"priorShares":36155},{"issuer":"STRYKER CORP","titleOfClass":"COM","cusip":"863667101","value":4504256,"shares":14306,"shareType":"SH","priorValue":4706344,"priorShares":14323},{"issuer":"META PLATFORMS INC CL A","titleOfClass":"COM","cusip":"30303M102","value":4160720,"shares":7386,"shareType":"SH","priorValue":4243381,"priorShares":7417},{"issuer":"NETFLIX INC","titleOfClass":"COM","cusip":"64110L106","value":3895301,"shares":54556,"shareType":"SH","priorValue":5201199,"priorShares":54095},{"issuer":"STATE STREET SPDR S&P EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"78463X509","value":3868476,"shares":74710,"shareType":"SH","priorValue":3445345,"priorShares":73446},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":3439514,"shares":2980,"shareType":"SH","priorValue":1003705,"priorShares":2971},{"issuer":"ISHARES 1-3 YR TREASURY BOND ETF","titleOfClass":"ETF","cusip":"464287457","value":3423602,"shares":41695,"shareType":"SH","priorValue":3422734,"priorShares":41453},{"issuer":"COSTCO WHOLESALE CORP","titleOfClass":"COM","cusip":"22160K105","value":3351213,"shares":3582,"shareType":"SH","priorValue":3587396,"priorShares":3600},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":3103221,"shares":5342,"shareType":"SH","priorValue":1090385,"priorShares":5360},{"issuer":"VANGUARD TOTAL STOCK MARKET ETF","titleOfClass":"ETF","cusip":"922908769","value":3050026,"shares":8242,"shareType":"SH","priorValue":2477929,"priorShares":7724},{"issuer":"STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF","titleOfClass":"ETF","cusip":"78464A375","value":2587248,"shares":77324,"shareType":"SH","priorValue":2485080,"priorShares":74093},{"issuer":"COCA-COLA COMPANY","titleOfClass":"COM","cusip":"191216100","value":2419690,"shares":29773,"shareType":"SH","priorValue":2268732,"priorShares":29832},{"issuer":"ASML HOLDING NV NY REGISTRY SHS NEW 2012","titleOfClass":"COM","cusip":"N07059210","value":2261507,"shares":1137,"shareType":"SH","priorValue":1463452,"priorShares":1108},{"issuer":"STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF","titleOfClass":"ETF","cusip":"78464A649","value":2243735,"shares":87921,"shareType":"SH","priorValue":2067981,"priorShares":80717},{"issuer":"RTX CORP","titleOfClass":"COM","cusip":"75513E101","value":2230914,"shares":11758,"shareType":"SH","priorValue":2257111,"priorShares":11701},{"issuer":"VANGUARD GROWTH ETF","titleOfClass":"ETF","cusip":"922908736","value":2196604,"shares":25500,"shareType":"SH","priorValue":1630680,"priorShares":3733},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":2031778,"shares":12969,"shareType":"SH","priorValue":2328454,"priorShares":12474},{"issuer":"VANECK SEMICONDUCTOR ETF","titleOfClass":"ETF","cusip":"92189F676","value":1990829,"shares":3035,"shareType":"SH","priorValue":1131532,"priorShares":2951},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1956211,"shares":4651,"shareType":"SH","priorValue":1735701,"priorShares":4669},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":1872135,"shares":44217,"shareType":"SH","priorValue":2139075,"priorShares":42611},{"issuer":"EBAY INC","titleOfClass":"COM","cusip":"278642103","value":1845077,"shares":16511,"shareType":"SH","priorValue":1609146,"priorShares":17679},{"issuer":"TEXAS INSTRUMENTS INC","titleOfClass":"COM","cusip":"882508104","value":1811302,"shares":6077,"shareType":"SH","priorValue":1199036,"priorShares":6176},{"issuer":"KLA CORP","titleOfClass":"COM","cusip":"482480100","value":1789170,"shares":5930,"shareType":"SH","priorValue":872163,"priorShares":592},{"issuer":"MASTERCARD INC CL A","titleOfClass":"COM","cusip":"57636Q104","value":1606989,"shares":3129,"shareType":"SH","priorValue":1559116,"priorShares":3120},{"issuer":"WALT DISNEY CO","titleOfClass":"COM","cusip":"254687106","value":1545439,"shares":16057,"shareType":"SH","priorValue":1641015,"priorShares":17027},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1513614,"shares":13364,"shareType":"SH","priorValue":1687530,"priorShares":13578},{"issuer":"ALPHABET INC CL A","titleOfClass":"COM","cusip":"02079K305","value":1431943,"shares":4007,"shareType":"SH","priorValue":1191253,"priorShares":4143},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM","cusip":"512807306","value":1292508,"shares":2983,"shareType":"SH","priorValue":636852,"priorShares":2981},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":1161181,"shares":7919,"shareType":"SH","priorValue":1146862,"priorShares":7940},{"issuer":"CHEVRON CORP","titleOfClass":"COM","cusip":"166764100","value":1157908,"shares":6985,"shareType":"SH","priorValue":1437704,"priorShares":6949},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":1120147,"shares":2199,"shareType":"SH","priorValue":1494471,"priorShares":2191},{"issuer":"VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF","titleOfClass":"ETF","cusip":"92206C706","value":1117733,"shares":18951,"shareType":"SH","priorValue":1113373,"priorShares":18696},{"issuer":"TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR","titleOfClass":"COM","cusip":"874039100","value":1057209,"shares":2214,"shareType":"SH","priorValue":726974,"priorShares":2151},{"issuer":"ADOBE INC","titleOfClass":"COM","cusip":"00724F101","value":994484,"shares":4851,"shareType":"SH","priorValue":1197963,"priorShares":4928},{"issuer":"WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF","titleOfClass":"ETF","cusip":"97717X511","value":980145,"shares":22542,"shareType":"SH","priorValue":876060,"priorShares":20162},{"issuer":"ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF","titleOfClass":"ETF","cusip":"46435U853","value":965703,"shares":26086,"shareType":"SH","priorValue":951553,"priorShares":25829},{"issuer":"VANGUARD SHORT TERM CORP BOND ETF","titleOfClass":"ETF","cusip":"92206C409","value":949742,"shares":12017,"shareType":"SH","priorValue":965014,"priorShares":12174},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":947355,"shares":9271,"shareType":"SH","priorValue":861342,"priorShares":9614},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":920541,"shares":6733,"shareType":"SH","priorValue":1120825,"priorShares":6606},{"issuer":"WEC ENERGY GROUP INC","titleOfClass":"COM","cusip":"92939U106","value":917587,"shares":7858,"shareType":"SH","priorValue":901963,"priorShares":7791},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":881968,"shares":1731,"shareType":"SH","priorValue":999123,"priorShares":1653},{"issuer":"SPDR GOLD TRUST GOLD SHARES","titleOfClass":"ETF","cusip":"78463V107","value":837328,"shares":2273,"shareType":"SH","priorValue":978049,"priorShares":2273},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":823648,"shares":3243,"shareType":"SH","priorValue":788197,"priorShares":3225},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516106","value":806461,"shares":3602,"shareType":"SH","priorValue":1631773,"priorShares":7219},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":777759,"shares":3518,"shareType":"SH"},{"issuer":"VANGUARD S&P 500 INDEX ETF","titleOfClass":"ETF","cusip":"922908363","value":756674,"shares":1102,"shareType":"SH","priorValue":519862,"priorShares":870},{"issuer":"STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF","titleOfClass":"ETF","cusip":"78468R101","value":711667,"shares":24532,"shareType":"SH","priorValue":748973,"priorShares":25667},{"issuer":"MEDTRONIC PLC","titleOfClass":"COM","cusip":"G5960L103","value":698069,"shares":8923,"shareType":"SH","priorValue":777479,"priorShares":8973},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":694645,"shares":7914,"shareType":"SH","priorValue":662298,"priorShares":7131},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":672066,"shares":1779,"shareType":"SH","priorValue":521095,"priorShares":1684},{"issuer":"PAYPAL HOLDINGS INC","titleOfClass":"COM","cusip":"70450Y103","value":642558,"shares":14881,"shareType":"SH","priorValue":684726,"priorShares":15139},{"issuer":"ISHARES GOLD TRUST ETF","titleOfClass":"ETF","cusip":"464285204","value":624845,"shares":8275,"shareType":"SH","priorValue":729524,"priorShares":8275},{"issuer":"VANGUARD FINANCIALS ETF","titleOfClass":"ETF","cusip":"92204A405","value":593989,"shares":4514,"shareType":"SH","priorValue":541773,"priorShares":4485},{"issuer":"VANGUARD HEALTH CARE ETF","titleOfClass":"ETF","cusip":"92204A504","value":582758,"shares":1949,"shareType":"SH","priorValue":528986,"priorShares":1942},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":559178,"shares":1345,"shareType":"SH","priorValue":415027,"priorShares":1534},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":527913,"shares":832,"shareType":"SH","priorValue":472548,"priorShares":839},{"issuer":"BP PLC SPON ADR","titleOfClass":"COM","cusip":"055622104","value":501807,"shares":13581,"shareType":"SH","priorValue":602884,"priorShares":12827},{"issuer":"WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF","titleOfClass":"ETF","cusip":"97717Y808","value":481093,"shares":10166,"shareType":"SH","priorValue":481587,"priorShares":10122},{"issuer":"3M COMPANY","titleOfClass":"COM","cusip":"88579Y101","value":438444,"shares":2708,"shareType":"SH","priorValue":417342,"priorShares":2874},{"issuer":"JPMORGAN EQUITY PREMIUM INCOME ETF","titleOfClass":"ETF","cusip":"46641Q332","value":438368,"shares":7761,"shareType":"SH","priorValue":453792,"priorShares":8006},{"issuer":"NIKE INC CL B","titleOfClass":"COM","cusip":"654106103","value":429004,"shares":10451,"shareType":"SH","priorValue":561441,"priorShares":10629},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":417666,"shares":17345,"shareType":"SH","priorValue":483282,"priorShares":17211},{"issuer":"VANGUARD MATERIALS ETF","titleOfClass":"ETF","cusip":"92204A801","value":416900,"shares":1822,"shareType":"SH","priorValue":409199,"priorShares":1816},{"issuer":"VANGUARD INDUSTRIALS ETF","titleOfClass":"ETF","cusip":"92204A603","value":402910,"shares":1118,"shareType":"SH","priorValue":348321,"priorShares":1116},{"issuer":"STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y803","value":374408,"shares":1965,"shareType":"SH","priorValue":260940,"priorShares":1963},{"issuer":"VANGUARD HIGH DIVIDEND YIELD ETF","titleOfClass":"ETF","cusip":"921946406","value":340287,"shares":2153,"shareType":"SH","priorValue":317265,"priorShares":2142},{"issuer":"VANGUARD VALUE ETF","titleOfClass":"ETF","cusip":"922908744","value":339077,"shares":1556,"shareType":"SH","priorValue":270355,"priorShares":1378},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":327211,"shares":1211,"shareType":"SH","priorValue":375444,"priorShares":1208},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":320539,"shares":15485,"shareType":"SH","priorValue":445526,"priorShares":15368},{"issuer":"ISHARES U S AEROSPACE & DEFENSE ETF","titleOfClass":"ETF","cusip":"464288760","value":317728,"shares":1311,"shareType":"SH","priorValue":286520,"priorShares":1310},{"issuer":"VANGUARD TOTAL INTL STOCK INDEX ETF","titleOfClass":"ETF","cusip":"921909768","value":301655,"shares":3529,"shareType":"SH","priorValue":196225,"priorShares":2545},{"issuer":"SPACE EXPLORATION TECHNOLOGIES CORP CL A","titleOfClass":"COM","cusip":"84615Q103","value":298492,"shares":1747,"shareType":"SH"},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":279523,"shares":1073,"shareType":"SH","priorValue":272422,"priorShares":1103},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":270630,"shares":254,"shareType":"SH","priorValue":160135,"priorShares":226},{"issuer":"ROPER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"776696106","value":256060,"shares":757,"shareType":"SH","priorValue":267098,"priorShares":755},{"issuer":"ISHARES SILVER TRUST","titleOfClass":"ETF","cusip":"46428Q109","value":252271,"shares":4718,"shareType":"SH","priorValue":312626,"priorShares":4588},{"issuer":"FORD MOTOR CO","titleOfClass":"COM","cusip":"345370860","value":252123,"shares":18138,"shareType":"SH","priorValue":207916,"priorShares":18017},{"issuer":"CHENIERE ENERGY INC","titleOfClass":"COM","cusip":"16411R208","value":248410,"shares":1039,"shareType":"SH","priorValue":294559,"priorShares":1038},{"issuer":"ISHARES 7-10YR TREASURY BOND ETF","titleOfClass":"ETF","cusip":"464287440","value":247903,"shares":2621,"shareType":"SH"},{"issuer":"KIMBERLY CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":246155,"shares":2242,"shareType":"SH","priorValue":165721,"priorShares":1718},{"issuer":"STATE STREET ULTRA SHORT TERM BOND ETF","titleOfClass":"ETF","cusip":"78467V707","value":242893,"shares":6008,"shareType":"SH","priorValue":240918,"priorShares":5949},{"issuer":"STATE STREET SPDR S&P 500 VALUE ETF","titleOfClass":"ETF","cusip":"78464A508","value":241471,"shares":3972,"shareType":"SH","priorValue":224899,"priorShares":3975},{"issuer":"WASTE MANAGEMENT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":241155,"shares":1082,"shareType":"SH","priorValue":248188,"priorShares":1080},{"issuer":"AMERICAN CONSERVATIVE VALUES ETF","titleOfClass":"ETF","cusip":"26923N108","value":238154,"shares":4367,"shareType":"SH","priorValue":207728,"priorShares":4363},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":233561,"shares":2826,"shareType":"SH","priorValue":223798,"priorShares":2811},{"issuer":"AGNC INVESTMENT CORP","titleOfClass":"COM","cusip":"00123Q104","value":221155,"shares":20289,"shareType":"SH","priorValue":201720,"priorShares":20112},{"issuer":"STATE STREET SPDR DOW JONES INDL AVERAGE UNIT SER 1 ETF","titleOfClass":"ETF","cusip":"78467X109","value":205075,"shares":393,"shareType":"SH","priorValue":181450,"priorShares":392},{"issuer":"VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF","titleOfClass":"ETF","cusip":"921908844","value":202899,"shares":857,"shareType":"SH","priorValue":183809,"priorShares":855},{"issuer":"JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF","titleOfClass":"ETF","cusip":"46654Q203","value":193059,"shares":3141,"shareType":"SH","priorValue":163291,"priorShares":2941},{"issuer":"ISHARES RUSSELL 2000 ETF","titleOfClass":"ETF","cusip":"464287655","value":192732,"shares":641,"shareType":"SH","priorValue":118040,"priorShares":476},{"issuer":"CAPITAL GROUP DIVIDEND VALUE ETF","titleOfClass":"ETF","cusip":"14020W106","value":189330,"shares":3842,"shareType":"SH","priorValue":118772,"priorShares":2792},{"issuer":"ISHARES CORE U S AGGREGATE BOND ETF","titleOfClass":"ETF","cusip":"464287226","value":188795,"shares":1907,"shareType":"SH","priorValue":85760,"priorShares":864},{"issuer":"GLOBAL X ROBOTICS A I ETF","titleOfClass":"ETF","cusip":"37954Y715","value":187035,"shares":4930,"shareType":"SH","priorValue":163767,"priorShares":4930},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"COM","cusip":"35671D857","value":180522,"shares":2870,"shareType":"SH","priorValue":159624,"priorShares":2716},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":174121,"shares":692,"shareType":"SH","priorValue":149448,"priorShares":687},{"issuer":"CISCO SYSTEMS INC","titleOfClass":"COM","cusip":"17275R102","value":168761,"shares":1437,"shareType":"SH","priorValue":126828,"priorShares":1635},{"issuer":"STATE STREET ENERGY SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y506","value":166275,"shares":3131,"shareType":"SH","priorValue":190454,"priorShares":3109},{"issuer":"VANGUARD FTSE EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"922042858","value":166208,"shares":2785,"shareType":"SH","priorValue":78123,"priorShares":1445},{"issuer":"ISHARES MSCI EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"464287234","value":166074,"shares":2428,"shareType":"SH","priorValue":139130,"priorShares":2450},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":162344,"shares":2256,"shareType":"SH","priorValue":131211,"priorShares":1988},{"issuer":"ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF","titleOfClass":"ETF","cusip":"301505707","value":161819,"shares":1889,"shareType":"SH","priorValue":129270,"priorShares":1889},{"issuer":"VALVOLINE INC","titleOfClass":"COM","cusip":"92047W101","value":155291,"shares":3927,"shareType":"SH","priorValue":132276,"priorShares":3927},{"issuer":"STATE STREET PORT DEVELOPED WORLD EX-US ETF","titleOfClass":"ETF","cusip":"78463X889","value":154973,"shares":3075,"shareType":"SH","priorValue":138788,"priorShares":3040},{"issuer":"ABRDN PHYSICAL PRECIOUS METALS BASKET ETF","titleOfClass":"ETF","cusip":"003263100","value":145282,"shares":802,"shareType":"SH","priorValue":175413,"priorShares":802},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":145272,"shares":1397,"shareType":"SH","priorValue":185780,"priorShares":1407},{"issuer":"MARATHON PETROLEUM CORP","titleOfClass":"COM","cusip":"56585A102","value":142018,"shares":555,"shareType":"SH","priorValue":135375,"priorShares":554},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":134875,"shares":966,"shareType":"SH","priorValue":42627,"priorShares":966},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":126160,"shares":105,"shareType":"SH","priorValue":94875,"priorShares":103},{"issuer":"ISHARES BIOTECHNOLOGY ETF","titleOfClass":"ETF","cusip":"464287556","value":124210,"shares":653,"shareType":"SH","priorValue":110259,"priorShares":653},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":121707,"shares":899,"shareType":"SH","priorValue":133886,"priorShares":862},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"ETF","cusip":"14020G101","value":120151,"shares":2546,"shareType":"SH","priorValue":58660,"priorShares":1460},{"issuer":"OSHKOSH CORP","titleOfClass":"COM","cusip":"674599105","value":119405,"shares":2120,"shareType":"SH","priorValue":150542,"priorShares":2118},{"issuer":"AMCOR PLC","titleOfClass":"COM","cusip":"G0250X107","value":119126,"shares":2748,"shareType":"SH","priorValue":109233,"priorShares":2748},{"issuer":"VANGUARD SMALL CAP ETF","titleOfClass":"ETF","cusip":"922908751","value":118694,"shares":392,"shareType":"SH","priorValue":33287,"priorShares":127},{"issuer":"ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF","titleOfClass":"ETF","cusip":"464287242","value":118675,"shares":1088,"shareType":"SH","priorValue":17231,"priorShares":158},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"ETF","cusip":"46438F101","value":117747,"shares":3537,"shareType":"SH","priorValue":135892,"priorShares":3537},{"issuer":"CAPITAL GROUP FIXED CORE PLUS INCOME ETF","titleOfClass":"ETF","cusip":"14020Y102","value":116611,"shares":5232,"shareType":"SH","priorValue":65663,"priorShares":2939},{"issuer":"STATE STREET SPDR S&P 500 GROWTH ETF","titleOfClass":"ETF","cusip":"78464A409","value":116530,"shares":979,"shareType":"SH","priorValue":95786,"priorShares":978},{"issuer":"VANGUARD MEGA CAP GROWTH ETF","titleOfClass":"ETF","cusip":"921910816","value":115497,"shares":1314,"shareType":"SH","priorValue":61335,"priorShares":167},{"issuer":"BOEING COMPANY","titleOfClass":"COM","cusip":"097023105","value":114080,"shares":527,"shareType":"SH","priorValue":100311,"priorShares":504},{"issuer":"EOG RESOURCES INC","titleOfClass":"COM","cusip":"26875P101","value":106165,"shares":818,"shareType":"SH","priorValue":119603,"priorShares":827},{"issuer":"CAPITAL GROUP CORE EQUITY ETF","titleOfClass":"ETF","cusip":"14020V108","value":104445,"shares":2348,"shareType":"SH","priorValue":45850,"priorShares":1193},{"issuer":"BANK OF AMERICA CORP","titleOfClass":"COM","cusip":"060505104","value":104225,"shares":1829,"shareType":"SH","priorValue":84431,"priorShares":1732},{"issuer":"STATE STREET FINANCIAL SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y605","value":103652,"shares":1933,"shareType":"SH","priorValue":95182,"priorShares":1928},{"issuer":"STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y852","value":103340,"shares":965,"shareType":"SH","priorValue":106657,"priorShares":962},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"688239201","value":103108,"shares":704,"shareType":"SH","priorValue":111231,"priorShares":756},{"issuer":"W P CAREY INC","titleOfClass":"COM","cusip":"92936U109","value":98630,"shares":1379,"shareType":"SH","priorValue":92541,"priorShares":1362},{"issuer":"VANECK URANIUM & NUCLEAR ENERGY ETF","titleOfClass":"ETF","cusip":"92189F601","value":94571,"shares":815,"shareType":"SH","priorValue":108604,"priorShares":815},{"issuer":"SCHWAB FUNDAMENTAL INTL EQUITY ETF","titleOfClass":"ETF","cusip":"808524755","value":92105,"shares":1746,"shareType":"SH","priorValue":85419,"priorShares":1746},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":92008,"shares":498,"shareType":"SH","priorValue":61025,"priorShares":474},{"issuer":"EATON CORP PLC","titleOfClass":"COM","cusip":"G29183103","value":91793,"shares":215,"shareType":"SH","priorValue":76837,"priorShares":215},{"issuer":"STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y209","value":89150,"shares":562,"shareType":"SH","priorValue":82116,"priorShares":560},{"issuer":"NICOLET BANKSHARES INC","titleOfClass":"COM","cusip":"65406E102","value":85233,"shares":515,"shareType":"SH","priorValue":76407,"priorShares":514},{"issuer":"CAPITAL GROUP INTL FOCUS EQUITY ETF","titleOfClass":"ETF","cusip":"14019W109","value":84206,"shares":2432,"shareType":"SH","priorValue":27198,"priorShares":922},{"issuer":"VERTIV HOLDINGS LLC CL A","titleOfClass":"COM","cusip":"92537N108","value":84160,"shares":251,"shareType":"SH","priorValue":47187,"priorShares":188},{"issuer":"UNITED PARCEL SERVICE INC CL B","titleOfClass":"COM","cusip":"911312106","value":84023,"shares":782,"shareType":"SH","priorValue":51196,"priorShares":520},{"issuer":"STATE STREET SPDR PORT S&P 500 ETF","titleOfClass":"ETF","cusip":"78464A854","value":81240,"shares":924,"shareType":"SH","priorValue":70566,"priorShares":922},{"issuer":"STATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF","titleOfClass":"ETF","cusip":"78464A474","value":78861,"shares":2628,"shareType":"SH","priorValue":13713,"priorShares":456},{"issuer":"ALLIANT ENERGY CORP","titleOfClass":"COM","cusip":"018802108","value":77628,"shares":1018,"shareType":"SH","priorValue":72483,"priorShares":1010},{"issuer":"ASHLAND INC","titleOfClass":"COM","cusip":"044186104","value":75772,"shares":1150,"shareType":"SH","priorValue":63795,"priorShares":1147},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":75642,"shares":222,"shareType":"SH","priorValue":32354,"priorShares":202},{"issuer":"DOW INC","titleOfClass":"COM","cusip":"260557103","value":75077,"shares":2744,"shareType":"SH","priorValue":167436,"priorShares":4020},{"issuer":"ISHARES CORE S&P MID CAP ETF","titleOfClass":"ETF","cusip":"464287507","value":74752,"shares":969,"shareType":"SH"},{"issuer":"PROFESSIONALLY MANAGED AKRE FOCUS ETF","titleOfClass":"ETF","cusip":"74316P579","value":73881,"shares":1389,"shareType":"SH","priorValue":73409,"priorShares":1389},{"issuer":"ISHARES CORE S&P SMALL CAP ETF","titleOfClass":"ETF","cusip":"464287804","value":73625,"shares":496,"shareType":"SH","priorValue":61711,"priorShares":496},{"issuer":"IONQ INC","titleOfClass":"COM","cusip":"46222L108","value":73179,"shares":1374,"shareType":"SH","priorValue":15107,"priorShares":524},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":72797,"shares":434,"shareType":"SH","priorValue":90729,"priorShares":432},{"issuer":"ISHARES CORE S&P U S GROWTH ETF","titleOfClass":"ETF","cusip":"464287671","value":72196,"shares":384,"shareType":"SH","priorValue":59537,"priorShares":384},{"issuer":"HUNTINGTON BANCSHARES INC","titleOfClass":"COM","cusip":"446150104","value":71771,"shares":4048,"shareType":"SH","priorValue":63010,"priorShares":4026},{"issuer":"TRANSDIGM GROUP INC","titleOfClass":"COM","cusip":"893641100","value":69290,"shares":52,"shareType":"SH","priorValue":60287,"priorShares":52},{"issuer":"KRAFT HEINZ CO","titleOfClass":"COM","cusip":"500754106","value":68727,"shares":2910,"shareType":"SH","priorValue":47675,"priorShares":2120},{"issuer":"ISHARES CORE S&P TOTAL U S STOCK MARKET ETF","titleOfClass":"ETF","cusip":"464287150","value":68328,"shares":416,"shareType":"SH","priorValue":59093,"priorShares":415},{"issuer":"QNITY ELECTRONICS INC","titleOfClass":"COM","cusip":"74743L100","value":65780,"shares":403,"shareType":"SH","priorValue":46451,"priorShares":403},{"issuer":"STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y704","value":65047,"shares":351,"shareType":"SH","priorValue":27543,"priorShares":170},{"issuer":"VANGUARD MID CAP ETF","titleOfClass":"ETF","cusip":"922908629","value":64808,"shares":804,"shareType":"SH","priorValue":62126,"priorShares":216},{"issuer":"ISHARE GLOBAL ENERGY ETF","titleOfClass":"ETF","cusip":"464287341","value":64311,"shares":1309,"shareType":"SH","priorValue":75411,"priorShares":1309},{"issuer":"BANK MONTREAL QUEBEC","titleOfClass":"COM","cusip":"063671101","value":61845,"shares":350,"shareType":"SH","priorValue":47369,"priorShares":350},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":61264,"shares":339,"shareType":"SH","priorValue":55483,"priorShares":336},{"issuer":"PRINCIPAL FINANCIAL GROUP INC","titleOfClass":"COM","cusip":"74251V102","value":60786,"shares":564,"shareType":"SH","priorValue":50533,"priorShares":561},{"issuer":"PUBLIC STORAGE INC","titleOfClass":"COM","cusip":"74460D109","value":60623,"shares":190,"shareType":"SH","priorValue":51112,"priorShares":189},{"issuer":"PLEXUS CORP","titleOfClass":"COM","cusip":"729132100","value":60134,"shares":200,"shareType":"SH","priorValue":40508,"priorShares":200},{"issuer":"PALANTIR TECHNOLOGIES INC CL A","titleOfClass":"COM","cusip":"69608A108","value":59968,"shares":514,"shareType":"SH","priorValue":74018,"priorShares":506},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":59777,"shares":84,"shareType":"SH","priorValue":44960,"priorShares":84},{"issuer":"MERCK & COMPANY INC","titleOfClass":"COM","cusip":"58933Y105","value":58252,"shares":453,"shareType":"SH","priorValue":43948,"priorShares":365},{"issuer":"VANGUARD MID CAP GROWTH ETF","titleOfClass":"ETF","cusip":"922908538","value":56655,"shares":185,"shareType":"SH","priorValue":47527,"priorShares":185},{"issuer":"SPDR S&P MID CAP 400 ETF","titleOfClass":"ETF","cusip":"78467Y107","value":56037,"shares":80,"shareType":"SH","priorValue":49027,"priorShares":79},{"issuer":"LYONDELLBASELL INDUSTRIES N V ORD SHS CL A","titleOfClass":"COM","cusip":"N53745100","value":55025,"shares":1045,"shareType":"SH","priorValue":172772,"priorShares":2145},{"issuer":"SOUTHERN COMPANY","titleOfClass":"COM","cusip":"842587107","value":54031,"shares":565,"shareType":"SH","priorValue":54043,"priorShares":560},{"issuer":"FIDELITY NATIONAL INFORMATION SERVICES INC","titleOfClass":"COM","cusip":"31620M106","value":53266,"shares":1370,"shareType":"SH","priorValue":64267,"priorShares":1370},{"issuer":"JPMORGAN ULTRA SHORT INCOME ETF","titleOfClass":"ETF","cusip":"46641Q837","value":52530,"shares":1039,"shareType":"SH","priorValue":52571,"priorShares":1039},{"issuer":"STATE STREET SPDR PORTFOLIO TIPS ETF","titleOfClass":"ETF","cusip":"78464A656","value":52359,"shares":2039,"shareType":"SH","priorValue":51871,"priorShares":1994},{"issuer":"STATE STREET SPDR S&P METALS & MINING ETF","titleOfClass":"ETF","cusip":"78464A755","value":51903,"shares":485,"shareType":"SH","priorValue":52391,"priorShares":485},{"issuer":"ILLINOIS TOOL WORKS INC","titleOfClass":"COM","cusip":"452308109","value":51449,"shares":190,"shareType":"SH","priorValue":49217,"priorShares":189},{"issuer":"STATE STREET UTILS SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y886","value":51290,"shares":1131,"shareType":"SH","priorValue":51588,"priorShares":1124},{"issuer":"INSPIRE 100 ETF","titleOfClass":"ETF","cusip":"66538H534","value":51288,"shares":886,"shareType":"SH","priorValue":41605,"priorShares":882},{"issuer":"VANGUARD ESG U S STOCK ETF","titleOfClass":"ETF","cusip":"921910733","value":51177,"shares":387,"shareType":"SH","priorValue":43448,"priorShares":387},{"issuer":"SCHNEIDER NATL INC WI CL B","titleOfClass":"COM","cusip":"80689H102","value":50162,"shares":1373,"shareType":"SH","priorValue":36070,"priorShares":1368},{"issuer":"IMPERIAL OIL LTD","titleOfClass":"COM","cusip":"453038408","value":48140,"shares":430,"shareType":"SH","priorValue":55946,"priorShares":428},{"issuer":"STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF","titleOfClass":"ETF","cusip":"78464A847","value":46175,"shares":683,"shareType":"SH","priorValue":38036,"priorShares":642},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":45990,"shares":130,"shareType":"SH","priorValue":44461,"priorShares":130}]},"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."}