The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES COM 002824100 1,827,909 20,144 SH SOLE 19,937 0 207
ABBVIE INC COM 00287Y109 12,065,904 47,949 SH SOLE 47,175 0 774
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,693,255 37,715 SH SOLE 34,875 0 2,840
ADOBE INC COM 00724F101 1,976,803 9,642 SH SOLE 8,938 0 704
ADVANCED MICRO DEVICES INC COM 007903107 2,962,060 5,099 SH SOLE 5,099 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 988,896 3,373 SH SOLE 3,373 0 0
ALLIANT ENERGY CORP COM 018802108 3,137,827 41,130 SH SOLE 39,078 0 2,052
ALLSTATE CORP COM 020002101 2,166,920 9,107 SH SOLE 9,107 0 0
ALPHABET INC CAP STK CL A 02079K305 6,884,376 19,264 SH SOLE 19,263 0 1
ALPHABET INC CAP STK CL C 02079K107 5,614,767 15,891 SH SOLE 15,891 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 372,582 7,186 SH SOLE 7,148 0 38
ALTRIA GROUP INC COM 02209S103 1,123,446 15,614 SH SOLE 15,614 0 0
AMAZON COM INC COM 023135106 3,210,916 13,472 SH SOLE 13,472 0 0
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5,186,919 50,334 SH SOLE 45,960 0 4,374
AMERICAN ELEC PWR CO INC COM 025537101 4,483,872 32,774 SH SOLE 31,579 0 1,195
AMERICAN TOWER CORP COM 03027X100 1,955,806 11,957 SH SOLE 11,927 0 30
AMGEN INC COM 031162100 627,554 1,733 SH SOLE 1,733 0 0
APPLE INC COM 037833100 18,462,633 63,805 SH SOLE 62,677 0 1,128
APPLIED MATLS INC COM 038222105 2,485,674 3,438 SH SOLE 3,408 0 30
ARES CAPITAL CORP COM 04010L103 216,014 11,658 SH SOLE 496 0 11,162
AT&T INC COM 00206R102 3,016,009 145,701 SH SOLE 143,361 0 2,340
ATLANTIC UN BANKSHARES CORP COM 04911A107 292,870 6,922 SH SOLE 6,922 0 0
ATMOS ENERGY CORP COM 049560105 263,401 1,529 SH SOLE 1,529 0 0
AUTODESK INC COM 052769106 236,804 1,218 SH SOLE 1,217 0 1
AUTOMATIC DATA PROCESSING IN COM 053015103 239,850 1,071 SH SOLE 1,071 0 0
BADGER METER INC COM 056525108 1,866,769 12,581 SH SOLE 11,669 0 912
BANK OF AMER CORP COM 060505104 1,523,308 26,734 SH SOLE 25,768 0 966
BANK OF NY MELLON CORP COM 064058100 3,107,661 21,490 SH SOLE 20,884 0 606
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,652,626 9,298 SH SOLE 9,278 0 20
BLACKROCK FLOATING RATE INCO COM 09255X100 109,900 10,000 SH SOLE 10,000 0 0
BORGWARNER INC COM 099724106 501,453 7,552 SH SOLE 7,119 0 433
BRISTOL-MYERS SQUIBB CO COM 110122108 1,532,289 26,593 SH SOLE 26,293 0 300
BROADCOM INC COM 11135F101 7,456,796 19,740 SH SOLE 19,615 0 125
CANADIAN NAT RES LTD MED TER COM 136385101 225,150 5,700 SH SOLE 5,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 9,230,062 46,008 SH SOLE 44,743 0 1,265
CARMAX INC COM 143130102 4,132,454 78,133 SH SOLE 73,960 0 4,173
CATERPILLAR INC COM 149123101 575,046 540 SH SOLE 540 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 397,576 3,025 SH SOLE 3,025 0 0
CHEVRON CORPORATION COM 166764100 11,955,832 72,127 SH SOLE 70,326 0 1,801
CISCO SYS INC COM 17275R102 14,184,619 120,761 SH SOLE 118,738 0 2,023
CLOROX CO DEL COM 189054109 259,215 2,716 SH SOLE 2,598 0 118
COCA COLA CO COM 191216100 1,024,490 12,606 SH SOLE 12,291 0 315
CONOCOPHILLIPS COM 20825C104 270,400 2,601 SH SOLE 2,601 0 0
CONSTELLATION ENERGY CORP COM 21037T109 457,498 1,842 SH SOLE 1,842 0 0
CORNING INC COM 219350105 9,221,922 36,104 SH SOLE 35,412 0 692
CSX CORP COM 126408103 578,202 12,165 SH SOLE 10,165 0 2,000
CVS HEALTH CORP COM 126650100 12,736,966 123,122 SH SOLE 119,217 0 3,905
DANAHER CORP DEL COM 235851102 2,680,816 14,074 SH SOLE 14,074 0 0
DEERE & CO COM 244199105 211,232 333 SH SOLE 333 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,534,761 85,546 SH SOLE 85,504 0 42
DISNEY WALT CO COM 254687106 457,188 4,750 SH SOLE 4,532 0 218
DOMINION ENERGY INC COM 25746U109 1,592,986 23,327 SH SOLE 22,864 0 463
DUKE ENERGY CORP NEW COM NEW 26441C204 1,503,391 11,877 SH SOLE 11,050 0 827
EATON CORP PLC SHS G29183103 5,208,465 12,223 SH SOLE 11,919 0 304
ELEVANCE HEALTH INC FORMERLY COM 036752103 295,075 763 SH SOLE 763 0 0
ELI LILLY & CO COM 532457108 2,046,228 1,706 SH SOLE 1,706 0 0
ENBRIDGE INC COM 29250N105 5,577,613 102,889 SH SOLE 97,606 0 5,283
EXELON CORP COM 30161N101 379,720 8,145 SH SOLE 8,145 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,446,448 8,875 SH SOLE 8,875 0 0
EXXON MOBIL CORP COM 30231G102 2,688,325 19,663 SH SOLE 19,663 0 0
FASTENAL CO COM 311900104 1,021,694 21,272 SH SOLE 21,272 0 0
FEDERATED HERMES INC CL B 314211103 4,995,706 90,469 SH SOLE 85,800 0 4,669
FEDEX CORP COM 31428X106 264,595 845 SH SOLE 845 0 0
FORTIVE CORP COM 34959J108 1,067,914 17,481 SH SOLE 17,461 0 20
FORTUNE BRANDS INNOVATIONS I COM 34964C106 6,643,383 121,009 SH SOLE 112,935 0 8,074
FREEPORT MCMORAN INC CL B 35671D857 291,621 4,637 SH SOLE 4,637 0 0
GENERAL DYNAMICS CORP COM 369550108 1,098,852 3,102 SH SOLE 3,102 0 0
GENERAL MILLS INC COM 370334104 5,519,002 158,592 SH SOLE 146,535 0 12,057
GENTEX CORP COM 371901109 6,362,789 251,792 SH SOLE 236,268 0 15,524
GOLDMAN SACHS ETF TR ULTR SHOR BD ETF 381430230 16,314,632 322,583 SH SOLE 289,240 0 33,343
GOLDMAN SACHS GROUP INC COM 38141G104 235,649 233 SH SOLE 233 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 5,544,291 259,079 SH SOLE 240,830 0 18,249
HOME DEPOT INC COM 437076102 2,305,116 6,536 SH SOLE 6,162 0 374
HONEYWELL AEROSPACE INC COM 43849R105 651,965 2,949 SH SOLE 2,949 0 0
HONEYWELL INTL INC COM 438516205 661,742 2,956 SH SOLE 2,956 0 0
IAMGOLD CORP COM 450913108 190,080 12,000 SH SOLE 12,000 0 0
INTEL CORP COM 458140100 616,598 4,416 SH SOLE 4,256 0 160
INTERNATIONAL BUSINESS MACHS COM 459200101 9,338,581 33,209 SH SOLE 32,277 0 932
INTUIT COM 461202103 207,756 796 SH SOLE 796 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3,266,445 15,352 SH SOLE 14,802 0 550
ISHARES INC MSCI EMRG CHN 46434G764 427,021 4,174 SH SOLE 4,174 0 0
ISHARES INC CORE MSCI EMKT 46434G103 3,544,972 42,793 SH SOLE 39,404 0 3,389
ISHARES TR PFD AND INCM SEC 464288687 698,997 22,925 SH SOLE 5,690 0 17,235
ISHARES TR CORE S&P SCP ETF 464287804 1,438,011 9,696 SH SOLE 9,486 0 210
ISHARES TR FLTG RATE NT ETF 46429B655 366,794 7,185 SH SOLE 7,185 0 0
ISHARES TR S&P MC 400GR ETF 464287606 254,975 2,170 SH SOLE 2,170 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 2,511,023 24,579 SH SOLE 22,710 0 1,869
ISHARES TR EAFE SML CP ETF 464288273 856,593 10,412 SH SOLE 10,412 0 0
ISHARES TR CORE S&P US VLU 464287663 204,879 1,860 SH SOLE 1,860 0 0
ISHARES TR MSCI USA VALUE 46432F388 357,660 1,790 SH SOLE 1,734 0 56
ISHARES TR MSCI EAFE ETF 464287465 951,780 9,162 SH SOLE 9,162 0 0
ISHARES TR CORE HIGH DV ETF 46429B663 442,672 16,150 SH SOLE 13,120 0 3,030
ISHARES TR RUSSELL 2000 ETF 464287655 345,518 1,150 SH SOLE 1,150 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 346,134 5,060 SH SOLE 5,060 0 0
ISHARES TR RUS MID CAP ETF 464287499 261,127 2,367 SH SOLE 1,621 0 746
ISHARES TR CORE S&P MCP ETF 464287507 300,421 3,896 SH SOLE 3,861 0 35
J P MORGAN EXCHANGE TRADED F BETABUILDERS US 46641Q241 557,528 12,133 SH SOLE 11,921 0 213
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 40,322,739 797,365 SH SOLE 731,191 0 66,173
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1,842,509 36,128 SH SOLE 36,128 0 0
JOHNSON & JOHNSON COM 478160104 11,723,961 46,163 SH SOLE 44,293 0 1,870
JOHNSON CONTROLS INTERNATION SHS G51502105 4,268,129 29,212 SH SOLE 28,283 0 929
JPMORGAN CHASE & CO COM 46625H100 9,980,543 30,491 SH SOLE 29,353 0 1,138
KENVUE INC COM 49177J102 3,017,319 157,892 SH SOLE 139,420 0 18,472
KIMBERLY-CLARK CORP COM 494368103 4,134,707 37,667 SH SOLE 37,503 0 164
KINDER MORGAN INC DEL COM 49456B101 2,586,231 80,896 SH SOLE 79,886 0 1,010
KLA CORP COM NEW 482480100 1,826,854 6,055 SH SOLE 5,545 0 510
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 1,508,132 133,345 SH SOLE 119,631 0 13,714
LAMAR ADVERTISING CO CL A 512816109 736,070 4,719 SH SOLE 4,719 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 758,991 4,145 SH SOLE 4,145 0 0
LOWES COS INC COM 548661107 1,843,296 8,360 SH SOLE 8,169 0 191
MARATHON PETE CORP COM 56585A102 10,248,835 40,086 SH SOLE 39,024 0 1,062
MARKEL GROUP INC COM 570535104 6,839,441 3,502 SH SOLE 3,407 0 95
MARKETAXESS HLDGS INC COM 57060D108 6,974,301 61,453 SH SOLE 58,025 0 3,428
MARRIOTT INTL INC NEW CL A 571903202 1,612,437 4,351 SH SOLE 4,171 0 180
MARTIN MARIETTA MATLS INC COM 573284106 1,501,727 2,604 SH SOLE 2,604 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,026,645 5,893 SH SOLE 5,783 0 110
MCDONALDS CORP COM 580135101 3,038,151 11,240 SH SOLE 10,426 0 814
MEDTRONIC PLC SHS G5960L103 287,795 3,679 SH SOLE 3,479 0 200
MERCADOLIBRE INC COM 58733R102 422,650 249 SH SOLE 249 0 0
MERCK & CO INC COM 58933Y105 3,929,530 30,580 SH SOLE 30,542 0 38
MICROSOFT CORP COM 594918104 19,073,457 51,133 SH SOLE 49,867 0 1,266
MOLSON COORS BEVERAGE CO CL B 60871R209 4,284,071 109,961 SH SOLE 102,765 0 7,196
MONDELEZ INTL INC CL A 609207105 4,690,377 81,092 SH SOLE 76,719 0 4,373
NEXTERA ENERGY INC COM 65339F101 635,894 7,245 SH SOLE 7,245 0 0
NIKE INC CL B 654106103 200,652 4,888 SH SOLE 4,888 0 0
NORFOLK SOUTHN CORP COM 655844108 4,621,803 14,692 SH SOLE 13,847 0 845
NUCOR CORP COM 670346105 250,817 1,126 SH SOLE 976 0 150
NVIDIA CORPORATION COM 67066G104 225,101 1,125 SH SOLE 1,125 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 4,212,437 19,448 SH SOLE 19,208 0 240
OREILLY AUTOMOTIVE INC COM 67103H107 482,091 5,235 SH SOLE 5,235 0 0
PALO ALTO NETWORKS INC COM 697435105 330,789 970 SH SOLE 970 0 0
PARAMOUNT SKYDANCE CORP COM CL B 69932A204 1,761,858 178,687 SH SOLE 158,882 0 19,805
PAYCHEX INC COM 704326107 477,589 4,857 SH SOLE 4,677 0 180
PAYPAL HLDGS INC COM 70450Y103 4,962,940 114,936 SH SOLE 106,286 0 8,650
PEPSICO INC COM 713448108 2,210,391 16,325 SH SOLE 16,130 0 195
PFIZER INC COM 717081103 5,263,235 218,573 SH SOLE 204,848 0 13,725
PHILIP MORRIS INTL INC COM 718172109 1,302,518 7,200 SH SOLE 7,153 0 47
PHILLIPS 66 COM 718546104 5,597,949 33,114 SH SOLE 30,888 0 2,226
PROCTER & GAMBLE CO COM 742718109 2,059,227 14,043 SH SOLE 13,768 0 275
QUALCOMM INC COM 747525103 1,828,497 9,895 SH SOLE 7,374 0 2,521
RALLIANT CORP COM 750940108 2,900,359 39,391 SH SOLE 39,365 0 26
REALTY INCOME CORP COM 756109104 5,436,519 87,742 SH SOLE 82,817 0 4,925
ROBERT HALF INC. COM 770323103 7,304,343 237,926 SH SOLE 222,966 0 14,960
RTX CORPORATION COM 75513E101 2,590,384 13,653 SH SOLE 13,408 0 245
SALESFORCE INC COM 79466L302 219,794 1,403 SH SOLE 1,382 0 21
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5,160,063 178,179 SH SOLE 178,179 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 551,095 23,826 SH SOLE 21,902 0 1,924
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,728,299 103,191 SH SOLE 101,159 0 2,032
SCHWAB STRATEGIC TR FUND EM EQUI ETF 808524730 5,274,781 132,933 SH SOLE 127,306 0 5,627
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 264,166 5,440 SH SOLE 5,440 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847 335,790 14,180 SH SOLE 14,180 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,501,702 41,415 SH SOLE 40,365 0 1,050
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 15,188,338 287,876 SH SOLE 277,674 0 10,202
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 589,560 17,422 SH SOLE 16,672 0 750
SCHWAB STRATEGIC TR US TIPS ETF 808524870 5,760,091 217,362 SH SOLE 205,151 0 12,211
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6,734,261 243,114 SH SOLE 239,205 0 3,909
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5,851,021 184,517 SH SOLE 182,637 0 1,880
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 2,318,692 74,556 SH SOLE 73,953 0 603
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 212,891 8,819 SH SOLE 8,819 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5,152,463 139,747 SH SOLE 136,442 0 3,305
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 278,860 5,795 SH SOLE 5,645 0 150
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2,186,424 74,292 SH SOLE 70,680 0 3,612
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 2,651,640 69,670 SH SOLE 65,828 0 3,842
SHELL PLC SPON ADS 780259305 360,251 4,646 SH SOLE 4,646 0 0
SIMON PPTY GROUP INC NEW COM 828806109 8,494,744 37,982 SH SOLE 36,521 0 1,461
SLB LIMITED COM STK 806857108 4,561,947 98,127 SH SOLE 92,538 0 5,589
SMUCKER J M CO COM NEW 832696405 982,350 8,732 SH SOLE 8,732 0 0
SMURFIT WESTROCK PLC SHS G8267P108 2,754,505 59,544 SH SOLE 55,849 0 3,695
SOUTHERN CO COM 842587107 316,513 3,307 SH SOLE 3,307 0 0
SPDR GOLD TR GOLD SHS 78463V107 594,197 1,613 SH SOLE 1,538 0 75
SPDR SERIES TRUST ST SHOR CORP ETF 78464A474 1,798,310 59,924 SH SOLE 55,723 0 4,201
SPDR SERIES TRUST ST STR SP500FF 78468R796 271,895 4,450 SH SOLE 4,450 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,869,822 2,504 SH SOLE 2,504 0 0
STRYKER CORPORATION COM 863667101 231,407 735 SH SOLE 735 0 0
SYSCO CORP COM 871829107 471,726 5,644 SH SOLE 5,644 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 324,748 680 SH SOLE 680 0 0
TEXAS INSTRS INC COM 882508104 741,896 2,489 SH SOLE 2,489 0 0
TJX COS INC NEW COM 872540109 278,912 1,841 SH SOLE 1,841 0 0
TRUIST FINL CORP COM 89832Q109 7,533,578 151,216 SH SOLE 144,537 0 6,679
UGI CORP NEW COM 902681105 510,345 14,775 SH SOLE 14,475 0 300
UNION PAC CORP COM 907818108 1,479,136 5,438 SH SOLE 5,438 0 0
UNITED PARCEL SVCS INC CL B 911312106 616,943 5,739 SH SOLE 4,886 0 853
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 221,183 1,009 SH SOLE 1,009 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 23,885,888 479,829 SH SOLE 430,985 0 48,844
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,762,769 35,461 SH SOLE 31,397 0 4,064
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 252,387 5,211 SH SOLE 5,161 0 50
VANGUARD INDEX FDS SM CP VAL ETF 922908611 6,877,956 28,306 SH SOLE 26,452 0 1,854
VANGUARD INDEX FDS GROWTH ETF 922908736 1,044,103 12,121 SH SOLE 12,121 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,990,988 8,083 SH SOLE 7,783 0 300
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 423,974 1,722 SH SOLE 1,722 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,930,190 50,254 SH SOLE 46,776 0 3,478
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 672,286 8,027 SH SOLE 8,027 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 700,531 11,736 SH SOLE 11,736 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 566,250 2,393 SH SOLE 2,393 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 385,178 5,406 SH SOLE 5,406 0 0
VERALTO CORP COM SHS 92338C103 413,249 4,660 SH SOLE 4,660 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,167,845 216,529 SH SOLE 206,688 0 9,841
VIATRIS INC COM 92556V106 420,534 26,482 SH SOLE 23,227 0 3,255
VISA INC COM CL A 92826C839 3,329,688 9,705 SH SOLE 9,705 0 0
VULCAN MATLS CO COM 929160109 1,227,832 4,162 SH SOLE 4,162 0 0
WALMART INC COM 931142103 560,750 4,951 SH SOLE 4,951 0 0
WATSCO INC COM 942622200 1,315,617 3,157 SH SOLE 3,157 0 0
WEYERHAEUSER CO COM NEW 962166104 321,442 13,427 SH SOLE 13,427 0 0
WILLIAMS SONOMA INC COM 969904101 564,102 2,420 SH SOLE 2,420 0 0
WISDOMTREE TR EMG MKTS SMCAP 97717W281 2,798,841 43,252 SH SOLE 40,161 0 3,091
WISDOMTREE TR US MIDCAP DIVID 97717W505 320,016 5,662 SH SOLE 5,521 0 141
WISDOMTREE TR INTL SMCAP DIV 97717W760 314,296 3,751 SH SOLE 3,731 0 20
WP CAREY INC COM 92936U109 3,670,352 51,334 SH SOLE 51,304 0 30