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
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
3M CO COM 88579Y101 1,808 10,344 SH   SOLE   10,259 0 85
ABBOTT LABS COM 002824100 3,020 27,582 SH   SOLE   27,582 0 0
ABBVIE INC COM 00287Y109 1,153 10,761 SH   SOLE   10,761 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5,772 22,097 SH   SOLE   20,990 0 1,107
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,883 3,765 SH   SOLE   3,635 0 130
AGILENT TECHNOLOGIES INC COM 00846U101 508 4,286 SH   SOLE   4,286 0 0
AIR PRODS & CHEMS INC COM 009158106 2,257 8,259 SH   SOLE   7,910 0 349
ALIGN TECHNOLOGY INC COM 016255101 649 1,214 SH   SOLE   1,214 0 0
ALLIANT ENERGY CORP COM 018802108 338 6,559 SH   SOLE   6,159 0 400
ALLSTATE CORP COM 020002101 290 2,639 SH   SOLE   2,639 0 0
ALPHABET INC CAP STK CL C 02079K107 5,564 3,176 SH   SOLE   3,116 0 60
ALPHABET INC CAP STK CL A 02079K305 11,974 6,832 SH   SOLE   6,570 0 262
ALTRIA GROUP INC COM 02209S103 383 9,337 SH   SOLE   9,337 0 0
AMAZON COM INC COM 023135106 11,634 3,572 SH   SOLE   3,398 0 174
AMERICAN ELEC PWR CO INC COM 025537101 2,481 29,797 SH   SOLE   28,780 0 1,017
AMERICAN EXPRESS CO COM 025816109 251 2,079 SH   SOLE   1,979 0 100
AMESITE INC COM 031094105 82 17,000 SH   SOLE   0 0 17,000
AMGEN INC COM 031162100 5,548 24,132 SH   SOLE   22,557 0 1,575
AMPIO PHARMACEUTICALS INC COM 03209T109 20 12,500 SH   SOLE   12,500 0 0
ANALOG DEVICES INC COM 032654105 1,939 13,122 SH   SOLE   12,394 0 728
APPLE INC COM 037833100 44,267 333,616 SH   SOLE   321,873 0 11,743
ARK ETF TR FINTECH INNOVA 00214Q708 232 4,677 SH   SOLE   0 0 4,677
AT&T INC COM 00206R102 260 9,044 SH   SOLE   9,044 0 0
AUTODESK INC COM 052769106 627 2,054 SH   SOLE   1,954 0 100
AUTOMATIC DATA PROCESSING IN COM 053015103 477 2,705 SH   SOLE   2,705 0 0
BAXTER INTL INC COM 071813109 264 3,295 SH   SOLE   3,295 0 0
BECTON DICKINSON & CO COM 075887109 398 1,590 SH   SOLE   1,590 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 4,869 14 SH   SOLE   14 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,115 39,310 SH   SOLE   37,499 0 1,811
BLACKROCK INC COM 09247X101 1,540 2,135 SH   SOLE   2,018 0 117
BOEING CO COM 097023105 306 1,428 SH   SOLE   1,428 0 0
BOOKING HOLDINGS INC COM 09857L108 4,085 1,834 SH   SOLE   1,675 0 159
BRISTOL-MYERS SQUIBB CO COM 110122108 236 3,803 SH   SOLE   3,803 0 0
CATERPILLAR INC COM 149123101 544 2,991 SH   SOLE   2,991 0 0
CHEVRON CORP NEW COM 166764100 3,384 40,076 SH   SOLE   36,139 0 3,937
CIGNA CORP NEW COM 125523100 392 1,885 SH   SOLE   1,876 0 9
CISCO SYS INC COM 17275R102 7,419 165,783 SH   SOLE   156,575 0 9,208
CITIGROUP INC COM NEW 172967424 392 6,354 SH   SOLE   6,225 0 129
CLOROX CO DEL COM 189054109 557 2,759 SH   SOLE   2,759 0 0
COCA COLA CO COM 191216100 2,001 36,483 SH   SOLE   36,483 0 0
COHEN & STEERS INC COM 19247A100 533 7,170 SH   SOLE   6,890 0 280
COLGATE PALMOLIVE CO COM 194162103 232 2,711 SH   SOLE   2,511 0 200
COMCAST CORP NEW CL A 20030N101 1,136 21,687 SH   SOLE   20,777 0 910
CONSTELLATION BRANDS INC CL A 21036P108 4,341 19,816 SH   SOLE   19,410 0 406
COSTCO WHSL CORP NEW COM 22160K105 3,689 9,792 SH   SOLE   9,383 0 409
CUMMINS INC COM 231021106 391 1,720 SH   SOLE   1,720 0 0
DANAHER CORPORATION COM 235851102 7,269 32,722 SH   SOLE   30,512 0 2,210
DEERE & CO COM 244199105 423 1,573 SH   SOLE   1,573 0 0
DISCOVER FINL SVCS COM 254709108 622 6,867 SH   SOLE   6,767 0 100
DISNEY WALT CO COM 254687106 10,196 56,273 SH   SOLE   53,318 0 2,955
DUKE ENERGY CORP NEW COM NEW 26441C204 275 3,004 SH   SOLE   3,004 0 0
EATON VANCE CORP COM NON VTG 278265103 395 5,821 SH   SOLE   5,253 0 568
ECOLAB INC COM 278865100 6,141 28,382 SH   SOLE   26,734 0 1,648
EDWARDS LIFESCIENCES CORP COM 28176E108 1,240 13,588 SH   SOLE   12,778 0 810
EMERSON ELEC CO COM 291011104 2,501 31,118 SH   SOLE   29,861 0 1,257
ETFIS SER TR I VIRTUS NEWFLEET 26923G707 1,845 71,845 SH   SOLE   71,845 0 0
EVERGY INC COM 30034W106 436 7,855 SH   SOLE   7,472 0 383
EXACT SCIENCES CORP COM 30063P105 3,032 22,888 SH   SOLE   22,575 0 313
EXXON MOBIL CORP COM 30231G102 712 17,264 SH   SOLE   17,004 0 260
FACEBOOK INC CL A 30303M102 5,127 18,770 SH   SOLE   17,124 0 1,646
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 228 2,185 SH   SOLE   2,185 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,553 18,046 SH   SOLE   18,046 0 0
FISERV INC COM 337738108 5,537 48,626 SH   SOLE   47,307 0 1,319
FLEXSHARES TR STOXX GLOBR INF 33939L795 263 4,900 SH   SOLE   4,900 0 0
FLEXSHARES TR MORNSTAR UPSTR 33939L407 380 11,675 SH   SOLE   11,675 0 0
FLEXSHARES TR MORNSTAR USMKT 33939L100 1,549 10,705 SH   SOLE   10,705 0 0
FORD MTR CO DEL COM 345370860 112 12,763 SH   SOLE   12,763 0 0
GENERAL ELECTRIC CO COM 369604103 339 31,386 SH   SOLE   15,364 0 16,022
GERON CORP COM 374163103 80 50,300 SH   SOLE   50,300 0 0
GILEAD SCIENCES INC COM 375558103 1,884 32,341 SH   SOLE   29,997 0 2,344
GOLDMAN SACHS GROUP INC COM 38141G104 557 2,113 SH   SOLE   2,017 0 96
GUIDEWIRE SOFTWARE INC COM 40171V100 1,835 14,255 SH   SOLE   13,635 0 620
HASBRO INC COM 418056107 714 7,629 SH   SOLE   6,977 0 652
HERSHEY CO COM 427866108 228 1,500 SH   SOLE   1,500 0 0
HOME DEPOT INC COM 437076102 3,055 11,502 SH   SOLE   11,147 0 355
HONEYWELL INTL INC COM 438516106 8,735 41,069 SH   SOLE   38,998 0 2,071
ILLINOIS TOOL WKS INC COM 452308109 284 1,394 SH   SOLE   1,394 0 0
ILLUMINA INC COM 452327109 1,746 4,719 SH   SOLE   4,496 0 223
INTEL CORP COM 458140100 3,072 61,672 SH   SOLE   59,527 0 2,145
INTERNATIONAL BUSINESS MACHS COM 459200101 483 3,839 SH   SOLE   3,839 0 0
INTUIT COM 461202103 598 1,575 SH   SOLE   1,575 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,616 8,087 SH   SOLE   7,867 0 220
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 284 1,881 SH   SOLE   1,396 0 485
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 525 3,938 SH   SOLE   3,938 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,207 3,848 SH   SOLE   3,848 0 0
ISHARES GOLD TRUST ISHARES 464285105 1,234 68,057 SH   SOLE   68,057 0 0
ISHARES TR S&P 500 VAL ETF 464287408 206 1,605 SH   SOLE   1,605 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 271 4,909 SH   SOLE   4,384 0 525
ISHARES TR CORE 1 5 YR USD 46432F859 307 5,948 SH   SOLE   5,948 0 0
ISHARES TR CORE MSCI EAFE 46432F842 359 5,193 SH   SOLE   5,193 0 0
ISHARES TR EAFE SML CP ETF 464288273 390 5,703 SH   SOLE   5,703 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 443 2,260 SH   SOLE   2,260 0 0
ISHARES TR S&P MC 400GR ETF 464287606 474 6,570 SH   SOLE   3,050 0 3,520
ISHARES TR RUS MD CP GR ETF 464287481 526 5,124 SH   SOLE   5,124 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 577 9,045 SH   SOLE   9,045 0 0
ISHARES TR EAFE GRWTH ETF 464288885 607 6,016 SH   SOLE   6,016 0 0
ISHARES TR MSCI EAFE ETF 464287465 732 10,028 SH   SOLE   10,028 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 870 7,485 SH   SOLE   7,485 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,085 4,501 SH   SOLE   4,501 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 1,198 4,179 SH   SOLE   3,937 0 242
ISHARES TR MSCI USA MIN VOL 46429B697 1,550 22,839 SH   SOLE   22,839 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 1,915 26,213 SH   SOLE   25,573 0 640
ISHARES TR MSCI EAFE MIN VL 46429B689 2,424 33,026 SH   SOLE   31,828 0 1,198
ISHARES TR CORE TOTAL USD 46434V613 2,704 49,536 SH   SOLE   35,799 0 13,737
ISHARES TR CORE US AGGBD ET 464287226 2,946 24,929 SH   SOLE   24,470 0 459
ISHARES TR BARCLAYS 7 10 YR 464287440 3,079 25,665 SH   SOLE   24,335 0 1,330
ISHARES TR CORE S&P500 ETF 464287200 3,983 10,610 SH   SOLE   9,329 0 1,281
ISHARES TR CORE S&P MCP ETF 464287507 6,141 26,721 SH   SOLE   24,485 0 2,236
ISHARES TR CORE MSCI TOTAL 46432F834 11,100 165,201 SH   SOLE   154,987 0 10,214
ISHARES TR CORE S&P SCP ETF 464287804 53,100 577,799 SH   SOLE   532,262 0 45,536
J P MORGAN EXCHANGE-TRADED F JPMORGAN DIVER 46641Q407 62,567 747,959 SH   SOLE   686,391 0 61,568
JOHNSON & JOHNSON COM 478160104 13,704 87,074 SH   SOLE   82,134 0 4,940
JPMORGAN CHASE & CO COM 46625H100 12,631 99,404 SH   SOLE   95,464 0 3,940
KANSAS CITY SOUTHERN COM NEW 485170302 1,998 9,789 SH   SOLE   9,234 0 555
KEMPER CORP COM 488401100 202 2,630 SH   SOLE   2,630 0 0
LILLY ELI & CO COM 532457108 742 4,396 SH   SOLE   4,396 0 0
LOCKHEED MARTIN CORP COM 539830109 4,873 13,726 SH   SOLE   13,065 0 661
LOWES COS INC COM 548661107 2,362 14,718 SH   SOLE   13,543 0 1,175
MARATHON PATENT GROUP INC COM 56585W401 164 15,728 SH   SOLE   0 0 15,728
MASTERCARD INCORPORATED CL A 57636Q104 3,254 9,116 SH   SOLE   9,116 0 0
MCDONALDS CORP COM 580135101 1,949 9,081 SH   SOLE   8,706 0 375
MEDTRONIC PLC SHS G5960L103 4,113 35,116 SH   SOLE   32,878 0 2,238
MERCK & CO. INC COM 58933Y105 6,773 82,795 SH   SOLE   79,131 0 3,664
MGE ENERGY INC COM 55277P104 546 7,794 SH   SOLE   6,656 0 1,138
MICROCHIP TECHNOLOGY INC. COM 595017104 6,911 50,037 SH   SOLE   48,596 0 1,441
MICRON TECHNOLOGY INC COM 595112103 273 3,627 SH   SOLE   3,127 0 500
MICROSOFT CORP COM 594918104 29,220 131,375 SH   SOLE   126,471 0 4,904
MONDELEZ INTL INC CL A 609207105 929 15,890 SH   SOLE   15,890 0 0
NEXTERA ENERGY INC COM 65339F101 1,543 20,001 SH   SOLE   20,001 0 0
NIKE INC CL B 654106103 4,043 28,581 SH   SOLE   27,426 0 1,155
NORFOLK SOUTHN CORP COM 655844108 286 1,203 SH   SOLE   1,203 0 0
NORTHROP GRUMMAN CORP COM 666807102 502 1,649 SH   SOLE   1,649 0 0
NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 345 6,980 SH   SOLE   6,980 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 2,714 70,787 SH   SOLE   70,187 0 600
NVIDIA CORPORATION COM 67066G104 4,735 9,067 SH   SOLE   8,736 0 331
OMNICOM GROUP INC COM 681919106 615 9,865 SH   SOLE   9,360 0 505
ORACLE CORP COM 68389X105 320 4,949 SH   SOLE   4,949 0 0
PARKER-HANNIFIN CORP COM 701094104 3,984 14,625 SH   SOLE   13,441 0 1,184
PAYPAL HLDGS INC COM 70450Y103 4,420 18,872 SH   SOLE   17,967 0 905
PEPSICO INC COM 713448108 10,864 73,258 SH   SOLE   70,288 0 2,970
PFIZER INC COM 717081103 3,386 91,973 SH   SOLE   89,756 0 2,217
PHILIP MORRIS INTL INC COM 718172109 657 7,933 SH   SOLE   7,933 0 0
PHILLIPS 66 COM 718546104 549 7,846 SH   SOLE   7,188 0 658
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 570 5,800 SH   SOLE   5,800 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775 5,320 47,038 SH   SOLE   46,563 0 475
PINNACLE WEST CAP CORP COM 723484101 680 8,511 SH   SOLE   8,231 0 280
PNC FINL SVCS GROUP INC COM 693475105 3,521 23,634 SH   SOLE   21,533 0 2,101
PRICE T ROWE GROUP INC COM 74144T108 3,849 25,425 SH   SOLE   23,520 0 1,905
PROCTER AND GAMBLE CO COM 742718109 9,089 65,326 SH   SOLE   62,761 0 2,565
PROLOGIS INC. COM 74340W103 226 2,272 SH   SOLE   2,272 0 0
PRUDENTIAL FINL INC COM 744320102 873 11,186 SH   SOLE   10,811 0 375
RAYTHEON TECHNOLOGIES CORP COM 75513E101 552 7,717 SH   SOLE   7,717 0 0
REPUBLIC SVCS INC COM 760759100 1,959 20,345 SH   SOLE   18,632 0 1,713
RIGEL PHARMACEUTICALS INC COM NEW 766559603 35 10,025 SH   SOLE   10,025 0 0
ROBERT HALF INTL INC COM 770323103 2,151 34,424 SH   SOLE   31,940 0 2,484
S&P GLOBAL INC COM 78409V104 807 2,454 SH   SOLE   2,454 0 0
SALESFORCE COM INC COM 79466L302 315 1,415 SH   SOLE   1,415 0 0
SCHWAB CHARLES CORP COM 808513105 537 10,128 SH   SOLE   9,928 0 200
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 510 5,610 SH   SOLE   5,610 0 0
SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 732 12,565 SH   SOLE   7,310 0 5,255
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 970 33,120 SH   SOLE   33,120 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2,379 77,632 SH   SOLE   73,305 0 4,327
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2,770 21,575 SH   SOLE   21,544 0 31
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6,331 175,818 SH   SOLE   164,458 0 11,360
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6,987 108,938 SH   SOLE   106,312 0 2,626
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11,621 130,579 SH   SOLE   123,318 0 7,261
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 20,996 374,719 SH   SOLE   353,603 0 21,116
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 113,809 1,251,340 SH   SOLE   1,151,651 0 99,689
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 116,113 1,703,037 SH   SOLE   1,553,660 0 149,377
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 205 1,579 SH   SOLE   1,579 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2,143 13,329 SH   SOLE   12,918 0 411
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,767 44,137 SH   SOLE   38,577 0 5,560
SEMPRA ENERGY COM 816851109 383 3,006 SH   SOLE   3,006 0 0
SERVICENOW INC COM 81762P102 1,609 2,923 SH   SOLE   2,766 0 157
SHERWIN WILLIAMS CO COM 824348106 287 390 SH   SOLE   340 0 50
SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 410 14,844 SH   SOLE   14,844 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,761 15,408 SH   SOLE   15,171 0 237
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1,233 2,937 SH   SOLE   2,937 0 0
SPDR SER TR S&P DIVID ETF 78464A763 259 2,447 SH   SOLE   2,447 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 6,213 126,076 SH   SOLE   124,901 0 1,175
STARBUCKS CORP COM 855244109 238 2,226 SH   SOLE   2,226 0 0
STRYKER CORPORATION COM 863667101 7,210 29,422 SH   SOLE   28,732 0 690
SYSCO CORP COM 871829107 1,051 14,150 SH   SOLE   14,150 0 0
TESLA INC COM 88160R101 740 1,048 SH   SOLE   734 0 314
TEXAS INSTRS INC COM 882508104 3,172 19,326 SH   SOLE   17,927 0 1,399
TJX COS INC NEW COM 872540109 2,594 37,982 SH   SOLE   36,862 0 1,120
TRANE TECHNOLOGIES PLC SHS G8994E103 536 3,691 SH   SOLE   3,691 0 0
UNION PAC CORP COM 907818108 510 2,447 SH   SOLE   2,447 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,625 33,401 SH   SOLE   30,940 0 2,461
UNITEDHEALTH GROUP INC COM 91324P102 879 2,505 SH   SOLE   2,505 0 0
US BANCORP DEL COM NEW 902973304 4,578 98,262 SH   SOLE   93,746 0 4,516
V F CORP COM 918204108 3,773 44,179 SH   SOLE   41,914 0 2,265
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 738 12,597 SH   SOLE   12,597 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 1,173 8,251 SH   SOLE   8,251 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,341 15,795 SH   SOLE   15,379 0 416
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,944 9,984 SH   SOLE   9,392 0 592
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,382 12,237 SH   SOLE   9,160 0 3,077
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,026 8,804 SH   SOLE   8,493 0 311
VANGUARD INDEX FDS SML CP GRW ETF 922908595 8,069 30,145 SH   SOLE   28,767 0 1,378
VANGUARD INDEX FDS LARGE CAP ETF 922908637 8,325 47,370 SH   SOLE   43,439 0 3,931
VANGUARD INDEX FDS VALUE ETF 922908744 8,920 74,982 SH   SOLE   68,928 0 6,054
VANGUARD INDEX FDS MID CAP ETF 922908629 10,901 52,721 SH   SOLE   50,142 0 2,579
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11,068 93,040 SH   SOLE   91,357 0 1,683
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 13,153 62,021 SH   SOLE   60,917 0 1,104
VANGUARD INDEX FDS GROWTH ETF 922908736 14,480 57,156 SH   SOLE   53,672 0 3,484
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1,739 14,271 SH   SOLE   12,963 0 1,308
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5,502 94,277 SH   SOLE   89,914 0 4,363
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 246 3,549 SH   SOLE   3,549 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 507 3,592 SH   SOLE   3,592 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 115,989 1,928,011 SH   SOLE   1,759,638 0 168,373
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,580 17,262 SH   SOLE   16,763 0 499
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1,876 23,047 SH   SOLE   23,047 0 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725 591 9,969 SH   SOLE   9,369 0 600
VANGUARD WORLD FDS INF TECH ETF 92204A702 257 727 SH   SOLE   727 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,370 57,360 SH   SOLE   56,504 0 856
VISA INC COM CL A 92826C839 16,058 73,414 SH   SOLE   70,476 0 2,938
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,157 29,009 SH   SOLE   28,692 0 317
WALMART INC COM 931142103 6,570 45,578 SH   SOLE   43,167 0 2,412
WASTE MGMT INC DEL COM 94106L109 366 3,106 SH   SOLE   3,106 0 0
WEC ENERGY GROUP INC COM 92939U106 464 5,038 SH   SOLE   5,038 0 0
WEX INC COM 96208T104 1,864 9,159 SH   SOLE   8,632 0 527
WISDOMTREE TR US SMALLCAP FUND 97717W562 400 10,289 SH   SOLE   3,731 0 6,558
WISDOMTREE TR US SMALLCAP DIVD 97717W604 2,352 88,412 SH   SOLE   71,975 0 16,437
WISDOMTREE TR US MIDCAP DIVID 97717W505 7,467 214,496 SH   SOLE   203,345 0 11,151
WOODWARD INC COM 980745103 468 3,850 SH   SOLE   3,850 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,275 21,449 SH   SOLE   20,660 0 789
XCEL ENERGY INC COM 98389B100 374 5,614 SH   SOLE   5,526 0 88
XYLEM INC COM 98419M100 412 4,052 SH   SOLE   4,052 0 0
ZOETIS INC CL A 98978V103 2,234 13,498 SH   SOLE   12,998 0 500