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
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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
Invesco Preferred ETF ETF 46138E511 120,725 11,137 SH SOLE 0 0 11,137
iShares 5-10 Year Investment G ETF 464288638 200,717 3,775 SH SOLE 0 0 3,775
Genuine Parts Co Common Stock 372460105 201,864 1,711 SH SOLE 0 0 1,711
iShares Russell 2000 Growth ET ETF 464287648 202,889 515 SH SOLE 7 0 515
Oshkosh Corp Common Stock 688239201 207,198 1,350 SH SOLE 0 0 1,350
Loews Corp Common Stock 540424108 232,081 2,050 SH SOLE 0 0 2,050
Baker Hughes Co Common Stock 05722G100 235,931 4,251 SH SOLE 0 0 4,251
State Street Health Care Selec ETF 81369Y209 245,130 1,545 SH SOLE 0 0 1,545
WW Grainger Inc Common Stock 384802104 251,674 185 SH SOLE 0 0 185
iShares Russell Mid-Cap ETF ETF 464287499 251,861 2,283 SH SOLE 0 0 2,283
iShares MSCI Emerging Markets ETF 464287234 262,010 3,830 SH SOLE 0 0 3,830
Markel Group Inc Common Stock 570535104 271,468 139 SH SOLE 0 0 139
Owens Corning Common Stock 690742101 278,498 1,752 SH SOLE 0 0 1,752
Johnson Controls International Common Stock G51502105 284,330 1,946 SH SOLE 0 0 1,946
Reinsurance Group of America I Common Stock 759351604 296,221 1,393 SH SOLE 0 0 1,393
Vanguard Morningstar Small-Cap ETF 922908751 300,089 990 SH SOLE 0 0 990
iShares Core S&P U.S. Growth E ETF 464287671 300,944 1,600 SH SOLE 0 0 1,600
Federal Realty Investment Trus Common Stock 313745101 305,391 2,474 SH SOLE 0 0 2,474
Silgan Holdings Inc Common Stock 827048109 319,210 6,881 SH SOLE 0 0 6,881
State Street Materials Select ETF 81369Y100 330,497 6,502 SH SOLE 0 0 6,502
T Rowe Price US Equity Researc ETF 87283Q503 331,522 6,975 SH SOLE 0 0 6,975
Vanguard Total International B ETF 92203J407 348,696 7,200 SH SOLE 0 0 7,200
iShares Russell 1000 Growth ET ETF 464287614 359,100 2,892 SH SOLE 2 0 2,892
Vanguard Morningstar Large-Cap ETF 922908637 390,338 1,135 SH SOLE 0 0 1,135
MKS Inc Common Stock 55306N104 404,323 909 SH SOLE 0 0 909
Martin Marietta Materials Inc Common Stock 573284106 441,176 765 SH SOLE 0 0 765
Rockwell Automation Inc Common Stock 773903109 445,077 899 SH SOLE 0 0 899
Vanguard Real Estate ETF ETF 922908553 469,614 4,870 SH SOLE 0 0 4,870
Tractor Supply Co Common Stock 892356106 490,176 15,507 SH SOLE 0 0 15,507
Invesco Exchange-Traded Fund T ETF 46137V233 524,435 8,565 SH SOLE 0 0 8,565
Church & Dwight Co Inc Common Stock 171340102 554,057 5,719 SH SOLE 0 0 5,719
BorgWarner Inc Common Stock 099724106 555,502 8,366 SH SOLE 0 0 8,366
iShares MSCI EAFE Value ETF ETF 464288877 560,576 7,323 SH SOLE 0 0 7,323
Amgen Inc Common Stock 031162100 577,581 1,595 SH SOLE 0 0 1,595
Equinix Inc Common Stock 29444U700 582,696 559 SH SOLE 0 0 559
Evergy Inc Common Stock 30034W106 613,567 7,099 SH SOLE 0 0 7,099
iShares ESG MSCI KLD 400 ETF ETF 464288570 617,830 4,339 SH SOLE 0 0 4,339
Palantir Technologies Inc Common Stock 69608A108 623,368 5,343 SH SOLE 0 0 5,343
iShares MSCI EAFE Growth ETF ETF 464288885 623,966 5,015 SH SOLE 0 0 5,015
Zions Bancorp NA Common Stock 989701107 632,120 9,136 SH SOLE 0 0 9,136
Waters Corp Common Stock 941848103 642,068 1,712 SH SOLE 0 0 1,712
Hexcel Corp Common Stock 428291108 699,319 6,989 SH SOLE 0 0 6,989
SLB Ltd Common Stock 806857108 706,555 15,198 SH SOLE 0 0 15,198
Zoetis Inc Common Stock 98978V103 740,086 10,299 SH SOLE 0 0 10,299
Littelfuse Inc Common Stock 537008104 750,839 1,649 SH SOLE 0 0 1,649
T-Mobile US Inc Common Stock 872590104 763,842 4,554 SH SOLE 0 0 4,554
iShares ESG Select Screened S& ETF 46436E544 775,050 14,694 SH SOLE 0 0 14,694
Everpure Inc Common Stock 74624M102 778,209 9,877 SH SOLE 0 0 9,877
Prologis Inc Common Stock 74340W103 791,687 5,844 SH SOLE 0 0 5,844
Mastercard Inc Common Stock 57636Q104 797,621 1,553 SH SOLE 0 0 1,553
Abbott Laboratories Common Stock 002824100 800,327 8,820 SH SOLE 0 0 8,820
Salesforce Inc Common Stock 79466L302 809,306 5,166 SH SOLE 0 0 5,166
State Street Technology Select ETF 81369Y803 824,571 4,328 SH SOLE 0 0 4,328
EOG Resources Inc Common Stock 26875P101 880,996 6,791 SH SOLE 0 0 6,791
Cintas Corp Common Stock 172908105 914,860 5,379 SH SOLE 0 0 5,379
Netflix Inc Common Stock 64110L106 922,845 12,925 SH SOLE 0 0 12,925
Walt Disney Co/The Common Stock 254687106 937,860 9,744 SH SOLE 0 0 9,744
Linde PLC Common Stock G54950103 941,357 1,814 SH SOLE 0 0 1,814
General Electric Co Common Stock 369604301 942,547 2,522 SH SOLE 0 0 2,522
iShares ESG Aware MSCI EM ETF ETF 46434G863 957,622 17,510 SH SOLE 0 0 17,510
iShares S&P Mid-Cap 400 Value ETF 464287705 971,029 6,573 SH SOLE 0 0 6,573
ExxonMobil Holdings Corp Common Stock 30233Q108 1,012,001 7,402 SH SOLE 0 0 7,402
iShares Short-Term National Mu ETF 464288158 1,033,717 9,709 SH SOLE 0 0 9,709
Crown Castle Inc Common Stock 22822V101 1,047,497 13,832 SH SOLE 0 0 13,832
iShares ESG Select Screened S& ETF 46436E551 1,065,685 20,435 SH SOLE 0 0 20,435
iShares National Muni Bond ETF ETF 464288414 1,096,971 10,193 SH SOLE 0 0 10,193
iShares Russell 2000 ETF ETF 464287655 1,179,867 3,927 SH SOLE 0 0 3,927
PNC Financial Services Group I Common Stock 693475105 1,213,618 4,929 SH SOLE 0 0 4,929
iShares ESG Aware MSCI EAFE ET ETF 46435G516 1,216,242 11,830 SH SOLE 0 0 11,830
iShares S&P Mid-Cap 400 Growth ETF 464287606 1,229,403 10,463 SH SOLE 0 0 10,463
Uber Technologies Inc Common Stock 90353T100 1,266,913 17,557 SH SOLE 0 0 17,557
Arista Networks Inc Common Stock 040413205 1,281,745 7,545 SH SOLE 0 0 7,545
Ameriprise Financial Inc Common Stock 03076C106 1,283,610 2,798 SH SOLE 0 0 2,798
Lam Research Corp Common Stock 512807306 1,418,289 3,273 SH SOLE 0 0 3,273
Duke Energy Corp Common Stock 26441C204 1,464,910 11,573 SH SOLE 0 0 11,573
Applied Materials Inc Common Stock 038222105 1,485,042 2,054 SH SOLE 0 0 2,054
American Express Co Common Stock 025816109 1,504,198 4,447 SH SOLE 0 0 4,447
Eaton Corp PLC Common Stock G29183103 1,529,771 3,590 SH SOLE 0 0 3,590
Comcast Corp Common Stock 20030N101 1,549,179 63,103 SH SOLE 0 0 63,103
Hershey Co/The Common Stock 427866108 1,561,505 8,900 SH SOLE 8 0 8,900
Oracle Corp Common Stock 68389X105 1,595,636 10,888 SH SOLE 0 0 10,888
Berkshire Hathaway Inc Common Stock 084670702 1,630,271 3,258 SH SOLE 0 0 3,258
iShares Select Dividend ETF ETF 464287168 1,673,973 10,710 SH SOLE 0 0 10,710
Alphabet Inc Common Stock 02079K107 1,677,964 4,749 SH SOLE 0 0 4,749
Stryker Corp Common Stock 863667101 1,711,470 5,436 SH SOLE 0 0 5,436
State Street SPDR Portfolio Sh ETF 78464A474 1,764,948 58,812 SH SOLE 0 0 58,812
Public Storage Common Stock 74460D109 1,809,592 5,685 SH SOLE 0 0 5,685
United Rentals Inc Common Stock 911363109 1,846,611 1,630 SH SOLE 0 0 1,630
Thermo Fisher Scientific Inc Common Stock 883556102 1,858,040 3,706 SH SOLE 0 0 3,706
iShares Core MSCI Emerging Mar ETF 46434G103 1,902,584 22,967 SH SOLE 0 0 22,967
iShares Russell 2500 ETF ETF 46435G268 2,013,868 21,978 SH SOLE 0 0 21,978
RTX Corp Common Stock 75513E101 2,075,456 10,939 SH SOLE 0 0 10,939
iShares Gold Trust ETF 464285204 2,155,811 28,550 SH SOLE 0 0 28,550
iShares Core MSCI EAFE ETF ETF 46432F842 2,244,219 23,237 SH SOLE 0 0 23,237
Pfizer Inc Common Stock 717081103 2,263,111 93,983 SH SOLE 0 0 93,983
NextEra Energy Inc Common Stock 65339F101 2,328,450 26,529 SH SOLE 0 0 26,529
Harbor Commodity All Weather S ETF 41151J505 2,339,601 79,741 SH SOLE 0 0 79,741
Intercontinental Exchange Inc Common Stock 45866F104 2,418,496 19,645 SH SOLE 0 0 19,645
Principal Spectrum Preferred S ETF 74255Y888 2,627,326 137,845 SH SOLE 0 0 137,845
State Street SPDR S&P 500 ESG ETF 78468R531 2,791,323 38,274 SH SOLE 0 0 38,274
Bank of America Corp Common Stock 060505104 2,890,937 50,736 SH SOLE 0 0 50,736
Eli Lilly & Co Common Stock 532457108 3,021,364 2,519 SH SOLE 4 0 2,519
Deere & Co Common Stock 244199105 3,068,254 4,837 SH SOLE 0 0 4,837
Sysco Corp Common Stock 871829107 3,112,018 37,234 SH SOLE 0 0 37,234
Ingredion Inc Common Stock 457187102 3,161,704 33,383 SH SOLE 0 0 33,383
Schwab US Dividend Equity ETF ETF 808524797 3,228,574 101,816 SH SOLE 0 0 101,816
Advanced Micro Devices Inc Common Stock 007903107 3,242,640 5,582 SH SOLE 0 0 5,582
Verizon Communications Inc Common Stock 92343V104 3,247,097 76,691 SH SOLE 0 0 76,691
Air Products and Chemicals Inc Common Stock 009158106 3,249,607 11,084 SH SOLE 0 0 11,084
Bank of New York Mellon Corp/T Common Stock 064058100 3,274,838 22,646 SH SOLE 5 0 22,646
Medtronic PLC Common Stock G5960L103 3,354,346 42,878 SH SOLE 0 0 42,878
CME Group Inc Common Stock 12572Q105 3,372,516 15,272 SH SOLE 0 0 15,272
General Dynamics Corp Common Stock 369550108 3,672,760 10,368 SH SOLE 0 0 10,368
Marvell Technology Inc Common Stock 573874104 3,813,290 12,801 SH SOLE 0 0 12,801
Morgan Stanley Common Stock 617446448 3,931,833 18,809 SH SOLE 1 0 18,809
Prudential Financial Inc Common Stock 744320102 3,993,086 36,997 SH SOLE 0 0 36,997
Merck & Co Inc Common Stock 58933Y105 4,000,334 31,131 SH SOLE 0 0 31,131
iShares MSCI ACWI ETF ETF 464288257 4,037,111 25,719 SH SOLE 0 0 25,719
Honeywell Aerospace Inc Common Stock 43849R105 4,125,242 18,660 SH SOLE 0 0 18,660
Honeywell International Inc Common Stock 438516205 4,135,097 18,469 SH SOLE 0 0 18,469
Cadence Design Systems Inc Common Stock 127387108 4,136,026 11,020 SH SOLE 0 0 11,020
Marriott International Inc/MD Common Stock 571903202 4,299,215 11,601 SH SOLE 0 0 11,601
Enbridge Inc Common Stock 29250N105 4,315,333 79,604 SH SOLE 0 0 79,604
Paychex Inc Common Stock 704326107 4,320,325 43,937 SH SOLE 0 0 43,937
Meta Platforms Inc Common Stock 30303M102 4,430,276 7,865 SH SOLE 0 0 7,865
Cummins Inc Common Stock 231021106 4,434,740 6,218 SH SOLE 0 0 6,218
International Business Machine Common Stock 459200101 4,537,605 16,136 SH SOLE 0 0 16,136
Walmart Inc Common Stock 931142103 4,652,947 41,082 SH SOLE 0 0 41,082
QUALCOMM Inc Common Stock 747525103 4,763,701 25,779 SH SOLE 0 0 25,779
Tesla Inc Common Stock 88160R101 4,846,574 11,523 SH SOLE 0 0 11,523
Vanguard Total Bond Market ETF ETF 921937835 4,929,041 67,144 SH SOLE 0 0 67,144
American Electric Power Co Inc Common Stock 025537101 5,207,399 38,063 SH SOLE 0 0 38,063
Altria Group Inc Common Stock 02209S103 5,265,013 73,176 SH SOLE 0 0 73,176
Visa Inc Common Stock 92826C839 5,347,401 15,586 SH SOLE 0 0 15,586
US Bancorp Common Stock 902973304 5,361,527 88,767 SH SOLE 0 0 88,767
Lockheed Martin Corp Common Stock 539830109 5,868,979 11,520 SH SOLE 6 0 11,520
Southern Co/The Common Stock 842587107 6,309,299 65,921 SH SOLE 0 0 65,921
Goldman Sachs Group Inc/The Common Stock 38141G104 6,480,859 6,408 SH SOLE 0 0 6,408
Palo Alto Networks Inc Common Stock 697435105 6,616,129 19,401 SH SOLE 5 0 19,401
Emerson Electric Co Common Stock 291011104 6,907,560 48,254 SH SOLE 0 0 48,254
Microchip Technology Inc Common Stock 595017104 7,034,803 77,136 SH SOLE 0 0 77,136
PepsiCo Inc Common Stock 713448108 7,238,619 53,461 SH SOLE 0 0 53,461
McDonald's Corp Common Stock 580135101 7,692,212 28,457 SH SOLE 0 0 28,457
Cisco Systems Inc Common Stock 17275R102 8,336,724 70,975 SH SOLE 0 0 70,975
Chevron Corp Common Stock 166764100 9,072,045 54,730 SH SOLE 0 0 54,730
Home Depot Inc/The Common Stock 437076102 9,679,655 27,446 SH SOLE 0 0 27,446
Waste Management Inc Common Stock 94106L109 9,863,554 44,255 SH SOLE 0 0 44,255
Procter & Gamble Co/The Common Stock 742718109 10,663,221 72,717 SH SOLE 0 0 72,717
Vanguard FTSE Emerging Markets ETF 922042858 11,139,646 186,625 SH SOLE 0 0 186,625
Amazon.com Inc Common Stock 023135106 11,939,404 50,094 SH SOLE 0 0 50,094
AbbVie Inc Common Stock 00287Y109 13,524,140 53,744 SH SOLE 0 0 53,744
Vanguard Intermediate-Term Tre ETF 92206C706 14,920,642 252,978 SH SOLE 0 0 252,978
NVIDIA Corp Common Stock 67066G104 15,342,701 76,679 SH SOLE 0 0 76,679
Broadcom Inc Common Stock 11135F101 15,866,633 42,003 SH SOLE 0 0 42,003
Johnson & Johnson Common Stock 478160104 16,048,364 63,190 SH SOLE 0 0 63,190
Blackrock Inc Common Stock 09290D101 16,244,595 16,894 SH SOLE 0 0 16,894
Caterpillar Inc Common Stock 149123101 17,317,404 16,262 SH SOLE 0 0 16,262
iShares Core S&P 500 ETF ETF 464287200 17,350,284 23,168 SH SOLE 0 0 23,168
JPMorgan Chase & Co Common Stock 46625H100 20,621,463 62,999 SH SOLE 0 0 62,999
iShares Core S&P Small-Cap ETF ETF 464287804 21,345,072 143,922 SH SOLE 0 0 143,922
Alphabet Inc Common Stock 02079K305 22,411,030 62,711 SH SOLE 0 0 62,711
Microsoft Corp Common Stock 594918104 25,321,717 67,883 SH SOLE 0 0 67,883
Vanguard Short-Term Treasury E ETF 92206C102 29,211,919 501,923 SH SOLE 0 0 501,923
Apple Inc Common Stock 037833100 37,345,812 129,063 SH SOLE 0 0 129,063
iShares MSCI EAFE ETF ETF 464287465 42,053,325 404,826 SH SOLE 0 0 404,826
iShares Core S&P Mid-Cap ETF ETF 464287507 45,954,398 595,959 SH SOLE 0 0 595,959