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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   826,416 7,862 SH   SOLE 0 5,099 0 2,763
ABBOTT LABS COM 002824100   7,083,377 69,952 SH   SOLE 0 19,820 0 50,132
ABBVIE INC COM 00287Y109   14,084,549 88,376 SH   SOLE 0 30,326 0 58,050
ABRDN ETFS BBRG ALL COMMDY 003261203   3,067,273 92,555 SH   SOLE 0 2,479 0 90,076
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   32,968,412 115,351 SH   SOLE 0 7,033 0 108,318
ADOBE SYSTEMS INCORPORATED COM 00724F101   12,456,315 32,323 SH   SOLE 0 334 0 31,989
ADVANCED ENERGY INDS COM 007973100   957,754 9,773 SH   SOLE 0 0 0 9,773
ADVANCED MICRO DEVICES INC COM 007903107   305,693 3,119 SH   SOLE 0 110 0 3,009
AECOM COM 00766T100   2,966,884 35,186 SH   SOLE 0 365 0 34,821
AES CORP COM 00130H105   1,275,758 52,980 SH   SOLE 0 360 0 52,620
AFLAC INC COM 001055102   679,617 10,533 SH   SOLE 0 8,215 0 2,319
AGILENT TECHNOLOGIES INC COM 00846U101   9,771,813 70,636 SH   SOLE 0 386 0 70,250
AIR PRODS & CHEMS INC COM 009158106   17,679,193 61,555 SH   SOLE 0 4,782 0 56,773
AKAMAI TECHNOLOGIES INC COM 00971T101   250,325 3,197 SH   SOLE 0 100 0 3,097
ALLSTATE CORP COM 020002101   519,765 4,691 SH   SOLE 0 3,071 0 1,620
ALPHABET INC CAP STK CL A 02079K305   55,762,240 537,571 SH   SOLE 0 49,599 0 487,972
ALPHABET INC CAP STK CL C 02079K107   5,280,288 50,772 SH   SOLE 0 5,810 0 44,962
ALTRIA GROUP INC COM 02209S103   433,938 9,725 SH   SOLE 0 6,770 0 2,955
AMAZON COM INC COM 023135106   38,451,458 372,267 SH   SOLE 0 36,402 0 335,865
AMERICAN ELEC PWR CO INC COM 025537101   1,929,898 21,210 SH   SOLE 0 2,565 0 18,645
AMERICAN EXPRESS CO COM 025816109   925,147 5,609 SH   SOLE 0 981 0 4,628
AMERICAN TOWER CORP NEW COM 03027X100   6,775,409 33,158 SH   SOLE 0 3,080 0 30,078
AMERICAN WTR WKS CO INC NEW COM 030420103   13,456,318 91,858 SH   SOLE 0 135 0 91,723
AMERIPRISE FINL INC COM 03076C106   357,807 1,167 SH   SOLE 0 594 0 573
AMETEK INC COM 031100100   247,946 1,706 SH   SOLE 0 203 0 1,503
AMGEN INC COM 031162100   12,198,932 50,461 SH   SOLE 0 1,323 0 49,138
AMN HEALTHCARE SVCS INC COM 001744101   4,935,373 59,491 SH   SOLE 0 72 0 59,419
ANALOG DEVICES INC COM 032654105   25,397,895 128,780 SH   SOLE 0 11,508 0 117,271
APPLE INC COM 037833100   134,606,778 816,293 SH   SOLE 0 111,866 0 704,427
APPLIED MATLS INC COM 038222105   3,267,488 26,602 SH   SOLE 0 6,976 0 19,626
APTIV PLC SHS G6095L109   9,888,229 88,138 SH   SOLE 0 847 0 87,291
ARES CAPITAL CORP COM 04010L103   300,660 16,452 SH   SOLE 0 416 0 16,036
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,050,991 7,420 SH   SOLE 0 229 0 7,191
ASPEN AEROGELS INC COM 04523Y105   120,399 16,161 SH   SOLE 0 0 0 16,161
ASTRAZENECA PLC SPONSORED ADR 046353108   16,222,591 233,721 SH   SOLE 0 5,089 0 228,632
AT&T INC COM 00206R102   3,098,493 160,961 SH   SOLE 0 27,817 0 133,143
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   1,091,385 36,921 SH   SOLE 0 0 0 36,921
AUTOMATIC DATA PROCESSING IN COM 053015103   9,853,546 44,260 SH   SOLE 0 16,400 0 27,860
AUTOZONE INC COM 053332102   302,352 123 SH   SOLE 0 0 0 123
AVERY DENNISON CORP COM 053611109   251,576 1,406 SH   SOLE 0 132 0 1,274
BADGER METER INC COM 056525108   642,113 5,271 SH   SOLE 0 0 0 5,271
BAKER HUGHES COMPANY CL A 05722G100   3,954,280 137,016 SH   SOLE 0 6,299 0 130,717
BANCO SANTANDER S.A. ADR 05964H105   58,376 15,820 SH   SOLE 0 2 0 15,818
BANK AMERICA CORP COM 060505104   19,080,374 667,146 SH   SOLE 0 25,541 0 641,604
BANK NEW YORK MELLON CORP COM 064058100   375,676 8,268 SH   SOLE 0 2,154 0 6,114
BECTON DICKINSON & CO COM 075887109   2,159,821 8,725 SH   SOLE 0 681 0 8,044
BERKSHIRE HATHAWAY INC DEL CL A 084670108   931,200 2 SH   SOLE 0 0 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,218,213 16,900 SH   SOLE 0 5,964 0 10,936
BIOGEN INC COM 09062X103   574,410 2,066 SH   SOLE 0 990 0 1,076
BLACKROCK INC COM 09247X101   29,972,630 44,794 SH   SOLE 0 4,258 0 40,536
BLACKSTONE INC COM 09260D107   505,040 5,750 SH   SOLE 0 835 0 4,915
BLOOM ENERGY CORP COM CL A 093712107   974,896 48,916 SH   SOLE 0 135 0 48,781
BOEING CO COM 097023105   826,449 3,890 SH   SOLE 0 1,437 0 2,453
BORGWARNER INC COM 099724106   3,234,827 65,869 SH   SOLE 0 830 0 65,039
BOSTON SCIENTIFIC CORP COM 101137107   315,339 6,303 SH   SOLE 0 396 0 5,907
BP PLC SPONSORED ADR 055622104   345,832 9,115 SH   SOLE 0 6,581 0 2,534
BRISTOL-MYERS SQUIBB CO COM 110122108   10,331,602 149,064 SH   SOLE 0 41,035 0 108,029
BROADCOM INC COM 11135F101   47,220,814 73,605 SH   SOLE 0 6,506 0 67,100
CAMBRIDGE BANCORP COM 132152109   797,098 12,299 SH   SOLE 0 176 0 12,123
CAPITAL ONE FINL CORP COM 14040H105   1,210,982 12,593 SH   SOLE 0 306 0 12,287
CARDINAL HEALTH INC COM 14149Y108   3,542,385 46,919 SH   SOLE 0 13,084 0 33,835
CARRIER GLOBAL CORPORATION COM 14448C104   415,657 9,085 SH   SOLE 0 4,921 0 4,164
CATERPILLAR INC COM 149123101   993,616 4,342 SH   SOLE 0 2,079 0 2,263
CBRE GROUP INC CL A 12504L109   6,159,216 84,593 SH   SOLE 0 3,624 0 80,969
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   461,968 44,123 SH   SOLE 0 0 0 44,123
CHARLES RIV LABS INTL INC COM 159864107   11,978,219 59,351 SH   SOLE 0 1,357 0 57,994
CHART INDS INC COM 16115Q308   1,704,562 13,593 SH   SOLE 0 0 0 13,593
CHENIERE ENERGY INC COM NEW 16411R208   6,291,121 39,918 SH   SOLE 0 2,332 0 37,586
CHEVRON CORP NEW COM 166764100   10,123,395 62,046 SH   SOLE 0 10,759 0 51,287
CHUBB LIMITED COM H1467J104   7,439,953 38,315 SH   SOLE 0 2,458 0 35,857
CINCINNATI FINL CORP COM 172062101   291,130 2,598 SH   SOLE 0 2,365 0 233
CINTAS CORP COM 172908105   341,008 737 SH   SOLE 0 0 0 737
CISCO SYS INC COM 17275R102   8,477,760 162,176 SH   SOLE 0 14,984 0 147,192
CITIGROUP INC COM NEW 172967424   409,924 8,742 SH   SOLE 0 530 0 8,213
CLOROX CO DEL COM 189054109   553,543 3,498 SH   SOLE 0 2,848 0 650
CME GROUP INC COM 12572Q105   240,247 1,254 SH   SOLE 0 92 0 1,162
COCA COLA CO COM 191216100   3,254,341 52,464 SH   SOLE 0 10,745 0 41,719
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   7,518,136 127,017 SH   SOLE 0 228 0 126,789
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,393,591 22,872 SH   SOLE 0 366 0 22,506
COLGATE PALMOLIVE CO COM 194162103   679,005 9,035 SH   SOLE 0 4,114 0 4,921
COMCAST CORP NEW CL A 20030N101   4,035,920 106,461 SH   SOLE 0 15,013 0 91,447
CONOCOPHILLIPS COM 20825C104   4,532,781 45,689 SH   SOLE 0 11,818 0 33,871
CONSOLIDATED EDISON INC COM 209115104   282,514 2,953 SH   SOLE 0 816 0 2,137
CONSTELLATION ENERGY CORP COM 21037T109   848,671 10,811 SH   SOLE 0 78 0 10,733
CORNING INC COM 219350105   3,811,657 108,040 SH   SOLE 0 563 0 107,477
COSTCO WHSL CORP NEW COM 22160K105   32,065,959 64,536 SH   SOLE 0 5,515 0 59,020
CROWN CASTLE INC COM 22822V101   8,618,779 64,396 SH   SOLE 0 1,553 0 62,843
CSX CORP COM 126408103   669,115 22,349 SH   SOLE 0 810 0 21,539
CUMMINS INC COM 231021106   4,502,211 18,847 SH   SOLE 0 4,828 0 14,019
CVS HEALTH CORP COM 126650100   13,839,089 186,235 SH   SOLE 0 7,865 0 178,370
D R HORTON INC COM 23331A109   2,973,114 30,434 SH   SOLE 0 8,668 0 21,766
DANAHER CORPORATION COM 235851102   2,405,494 9,544 SH   SOLE 0 3,658 0 5,886
DARDEN RESTAURANTS INC COM 237194105   823,790 5,309 SH   SOLE 0 1,070 0 4,239
DECKERS OUTDOOR CORP COM 243537107   325,924 725 SH   SOLE 0 0 0 725
DEERE & CO COM 244199105   14,254,918 34,526 SH   SOLE 0 4,636 0 29,890
DEVON ENERGY CORP NEW COM 25179M103   3,030,881 59,887 SH   SOLE 0 1,148 0 58,739
DIAGEO PLC SPON ADR NEW 25243Q205   432,671 2,388 SH   SOLE 0 2,087 0 301
DISNEY WALT CO COM 254687106   13,685,481 136,677 SH   SOLE 0 8,002 0 128,675
DOMINION ENERGY INC COM 25746U109   210,885 3,772 SH   SOLE 0 492 0 3,280
DOVER CORP COM 260003108   824,730 5,428 SH   SOLE 0 3,319 0 2,109
DOW INC COM 260557103   2,339,464 42,675 SH   SOLE 0 3,400 0 39,275
DUKE ENERGY CORP NEW COM NEW 26441C204   381,530 3,955 SH   SOLE 0 1,069 0 2,886
EATON CORP PLC SHS G29183103   13,049,425 76,161 SH   SOLE 0 13,559 0 62,602
ECOLAB INC COM 278865100   540,160 3,263 SH   SOLE 0 1,666 0 1,597
ELECTRONIC ARTS INC COM 285512109   324,974 2,698 SH   SOLE 0 851 0 1,847
ELEVANCE HEALTH INC COM 036752103   272,712 593 SH   SOLE 0 45 0 548
EMERSON ELEC CO COM 291011104   698,560 8,017 SH   SOLE 0 3,585 0 4,432
ENERGY RECOVERY INC COM 29270J100   987,600 42,846 SH   SOLE 0 0 0 42,846
ENOVIX CORPORATION COM 293594107   233,819 15,682 SH   SOLE 0 0 0 15,682
ENPHASE ENERGY INC COM 29355A107   2,311,398 10,992 SH   SOLE 0 20 0 10,972
EOG RES INC COM 26875P101   634,217 5,533 SH   SOLE 0 36 0 5,497
EQUINIX INC COM 29444U700   253,110 351 SH   SOLE 0 47 0 304
EQUINOR ASA SPONSORED ADR 29446M102   23,562,985 828,807 SH   SOLE 0 21,725 0 807,082
EVERSOURCE ENERGY COM 30040W108   605,811 7,741 SH   SOLE 0 3,057 0 4,684
EXELON CORP COM 30161N101   230,847 5,511 SH   SOLE 0 1,509 0 4,002
EXXON MOBIL CORP COM 30231G102   6,628,720 60,448 SH   SOLE 0 26,370 0 34,078
FASTENAL CO COM 311900104   623,546 11,560 SH   SOLE 0 1,649 0 9,911
FEDEX CORP COM 31428X106   832,185 3,642 SH   SOLE 0 100 0 3,542
FORD MTR CO DEL COM 345370860   232,649 18,464 SH   SOLE 0 116 0 18,348
FORTINET INC COM 34959E109   254,077 3,823 SH   SOLE 0 145 0 3,678
FREEPORT-MCMORAN INC CL B 35671D857   3,428,118 83,797 SH   SOLE 0 2,458 0 81,339
FREYR BATTERY SHS L4135L100   179,791 20,224 SH   SOLE 0 0 0 20,224
GALLAGHER ARTHUR J & CO COM 363576109   3,921,922 20,500 SH   SOLE 0 998 0 19,502
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   273,488 3,334 SH   SOLE 0 1,352 0 1,982
GENERAC HLDGS INC COM 368736104   3,580,964 33,154 SH   SOLE 0 509 0 32,645
GENERAL DYNAMICS CORP COM 369550108   300,324 1,316 SH   SOLE 0 0 0 1,316
GENERAL ELECTRIC CO COM NEW 369604301   833,727 8,721 SH   SOLE 0 4,075 0 4,646
GENERAL MLS INC COM 370334104   13,311,235 155,760 SH   SOLE 0 4,726 0 151,034
GENERAL MTRS CO COM 37045V100   9,490,049 258,725 SH   SOLE 0 565 0 258,160
GENUINE PARTS CO COM 372460105   205,457 1,228 SH   SOLE 0 175 0 1,053
GILEAD SCIENCES INC COM 375558103   261,409 3,151 SH   SOLE 0 470 0 2,681
GOLDMAN SACHS GROUP INC COM 38141G104   315,076 963 SH   SOLE 0 278 0 685
GRAPHIC PACKAGING HLDG CO COM 388689101   4,158,690 163,150 SH   SOLE 0 46,228 0 116,922
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   464,131 9,198 SH   SOLE 0 73 0 9,125
HANNON ARMSTRONG SUST INFR C COM 41068X100   1,846,788 64,573 SH   SOLE 0 175 0 64,398
HARTFORD FINL SVCS GROUP INC COM 416515104   1,593,950 22,872 SH   SOLE 0 534 0 22,338
HCA HEALTHCARE INC COM 40412C101   1,666,476 6,320 SH   SOLE 0 501 0 5,819
HERSHEY CO COM 427866108   201,493 792 SH   SOLE 0 217 0 575
HESS CORP COM 42809H107   431,296 3,259 SH   SOLE 0 2,800 0 459
HOLOGIC INC COM 436440101   450,790 5,586 SH   SOLE 0 409 0 5,177
HOME DEPOT INC COM 437076102   19,168,587 64,952 SH   SOLE 0 7,715 0 57,237
HONEYWELL INTL INC COM 438516106   6,515,653 34,092 SH   SOLE 0 3,703 0 30,389
HOULIHAN LOKEY INC CL A 441593100   15,018,938 171,665 SH   SOLE 0 2,082 0 169,583
IDEXX LABS INC COM 45168D104   3,859,117 7,717 SH   SOLE 0 1,220 0 6,497
ILLINOIS TOOL WKS INC COM 452308109   1,837,208 7,547 SH   SOLE 0 3,245 0 4,302
INTEL CORP COM 458140100   1,667,911 51,053 SH   SOLE 0 25,011 0 26,042
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,467,033 14,067 SH   SOLE 0 429 0 13,638
INTERNATIONAL BUSINESS MACHS COM 459200101   9,150,335 69,802 SH   SOLE 0 17,768 0 52,034
INTERNATIONAL PAPER CO COM 460146103   2,554,537 70,841 SH   SOLE 0 1,386 0 69,455
INTERPUBLIC GROUP COS INC COM 460690100   295,140 7,925 SH   SOLE 0 2,142 0 5,783
INTUIT COM 461202103   3,309,870 7,424 SH   SOLE 0 1,929 0 5,495
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   42,459,466 293,593 SH   SOLE 0 65,790 0 227,803
INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142   330,237 6,190 SH   SOLE 0 70 0 6,120
INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316   335,315 2,060 SH   SOLE 0 2,060 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   254,245 921 SH   SOLE 0 921 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   10,834,525 33,760 SH   SOLE 0 9,367 0 24,393
IQVIA HLDGS INC COM 46266C105   382,465 1,923 SH   SOLE 0 61 0 1,862
IRON MTN INC DEL COM 46284V101   238,201 4,502 SH   SOLE 0 508 0 3,994
ISHARES GOLD TR ISHARES NEW 464285204   1,410,605 37,747 SH   SOLE 0 21,031 0 16,716
ISHARES INC CORE MSCI EMKT 46434G103   7,527,516 154,284 SH   SOLE 0 15,891 0 138,393
ISHARES SILVER TR ISHARES 46428Q109   496,594 22,450 SH   SOLE 0 870 0 21,580
ISHARES TR S&P 100 ETF 464287101   420,466 2,248 SH   SOLE 0 125 0 2,123
ISHARES TR MSCI EMG MKT ETF 464287234   1,710,394 43,345 SH   SOLE 0 4,923 0 38,422
ISHARES TR TIPS BD ETF 464287176   35,745,561 324,223 SH   SOLE 0 36,906 0 287,317
ISHARES TR CORE US AGGBD ET 464287226   1,756,882 17,632 SH   SOLE 0 13,259 0 4,373
ISHARES TR CORE S&P MCP ETF 464287507   91,418,225 365,439 SH   SOLE 0 36,693 0 328,746
ISHARES TR S&P MC 400VL ETF 464287705   542,092 5,275 SH   SOLE 0 5,012 0 263
ISHARES TR CORE S&P SCP ETF 464287804   40,382,672 417,608 SH   SOLE 0 53,467 0 364,141
ISHARES TR S&P SML 600 GWT 464287887   476,040 4,330 SH   SOLE 0 52 0 4,278
ISHARES TR CORE S&P500 ETF 464287200   239,580,327 582,807 SH   SOLE 0 32,578 0 550,229
ISHARES TR S&P 500 GRWT ETF 464287309   1,178,815 18,451 SH   SOLE 0 15,835 0 2,616
ISHARES TR RUS 1000 ETF 464287622   1,322,587 5,872 SH   SOLE 0 88 0 5,784
ISHARES TR RUS 1000 VAL ETF 464287598   2,362,466 15,516 SH   SOLE 0 7,509 0 8,007
ISHARES TR RUS 1000 GRW ETF 464287614   7,707,084 31,544 SH   SOLE 0 6,906 0 24,638
ISHARES TR RUSSELL 2000 ETF 464287655   6,153,674 34,494 SH   SOLE 0 12,943 0 21,551
ISHARES TR RUSSELL 3000 ETF 464287689   2,082,437 8,846 SH   SOLE 0 1,451 0 7,395
ISHARES TR RUS MID CAP ETF 464287499   1,664,587 23,807 SH   SOLE 0 19,904 0 3,903
ISHARES TR RUS MD CP GR ETF 464287481   644,816 7,082 SH   SOLE 0 2,461 0 4,621
ISHARES TR RUS MDCP VAL ETF 464287473   257,614 2,426 SH   SOLE 0 1,364 0 1,062
ISHARES TR US HLTHCARE ETF 464287762   240,839 882 SH   SOLE 0 67 0 815
ISHARES TR MSCI EAFE ETF 464287465   4,197,589 58,691 SH   SOLE 0 14,143 0 44,548
ISHARES TR 1 3 YR TREAS BD 464287457   27,409,932 333,617 SH   SOLE 0 23,093 0 310,524
ISHARES TR 7-10 YR TRSY BD 464287440   8,318,876 83,927 SH   SOLE 0 6,733 0 77,194
ISHARES TR IBOXX INV CP ETF 464287242   3,644,631 33,251 SH   SOLE 0 4,261 0 28,990
ISHARES TR CORE MSCI TOTAL 46432F834   486,060 7,846 SH   SOLE 0 203 0 7,643
ISHARES TR CORE MSCI EAFE 46432F842   118,808,863 1,777,246 SH   SOLE 0 166,793 0 1,610,453
ISHARES TR MSCI USA QLT FCT 46432F339   251,108 2,024 SH   SOLE 0 78 0 1,946
ISHARES TR ESG AW MSCI EAFE 46435G516   72,870,950 1,014,351 SH   SOLE 0 16,727 0 997,624
ISHARES TR ESG AWARE MSCI 46435U663   64,430,214 1,895,564 SH   SOLE 0 20,284 0 1,875,280
ISHARES TR ESG AWRE 1 5 YR 46435G243   8,924,107 370,911 SH   SOLE 0 7,848 0 363,063
ISHARES TR RUSEL 2500 ETF 46435G268   468,930 8,554 SH   SOLE 0 1,097 0 7,457
ISHARES TR ESG AWRE USD ETF 46435G193   1,423,808 61,864 SH   SOLE 0 1,539 0 60,325
ISHARES TR ESG AWR MSCI USA 46435G425   6,593,353 72,895 SH   SOLE 0 4,550 0 68,345
ISHARES TR PFD AND INCM SEC 464288687   474,232 15,190 SH   SOLE 0 4,174 0 11,016
ISHARES TR ISHS 1-5YR INVS 464288646   59,377,307 1,174,858 SH   SOLE 0 118,505 0 1,056,353
ISHARES TR MSCI KLD400 SOC 464288570   643,495 8,251 SH   SOLE 0 8,251 0 0
ISHARES TR CORE S&P TTL STK 464287150   544,960 6,018 SH   SOLE 0 0 0 6,018
ISHARES TR NATIONAL MUN ETF 464288414   12,996,688 120,630 SH   SOLE 0 6,399 0 114,231
ISHARES TR 3 7 YR TREAS BD 464288661   2,751,951 23,391 SH   SOLE 0 3,437 0 19,954
ISHARES TR INTRM GOV CR ETF 464288612   39,411,346 377,178 SH   SOLE 0 69,865 0 307,313
ISHARES TR EAFE SML CP ETF 464288273   2,244,539 37,717 SH   SOLE 0 10,412 0 27,305
ISHARES TR SHRT NAT MUN ETF 464288158   10,041,534 95,926 SH   SOLE 0 8,328 0 87,598
ISHARES TR MSCI ACWI ETF 464288257   348,596 3,824 SH   SOLE 0 41 0 3,783
ISHARES TR FLTG RATE NT ETF 46429B655   35,742,091 709,309 SH   SOLE 0 28,704 0 680,605
ISHARES TR 0-5 YR TIPS ETF 46429B747   28,751,309 289,744 SH   SOLE 0 14,639 0 275,105
JOHNSON & JOHNSON COM 478160104   7,996,336 51,589 SH   SOLE 0 14,075 0 37,514
JOHNSON CTLS INTL PLC SHS G51502105   2,718,995 45,151 SH   SOLE 0 2,863 0 42,288
JPMORGAN CHASE & CO COM 46625H100   35,555,724 272,855 SH   SOLE 0 23,185 0 249,669
KIMBERLY-CLARK CORP COM 494368103   1,208,049 9,001 SH   SOLE 0 5,845 0 3,155
KINDER MORGAN INC DEL COM 49456B101   261,130 14,913 SH   SOLE 0 9,352 0 5,561
KLA CORP COM NEW 482480100   1,181,942 2,961 SH   SOLE 0 570 0 2,391
KROGER CO COM 501044101   18,800,420 380,807 SH   SOLE 0 12,380 0 368,427
L3HARRIS TECHNOLOGIES INC COM 502431109   3,254,647 16,585 SH   SOLE 0 1,822 0 14,763
LAM RESEARCH CORP COM 512807108   31,877,004 60,132 SH   SOLE 0 4,467 0 55,665
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   520,240 92,405 SH   SOLE 0 0 0 92,405
LIFE STORAGE INC COM 53223X107   10,220,014 77,962 SH   SOLE 0 532 0 77,430
LILLY ELI & CO COM 532457108   11,093,335 32,303 SH   SOLE 0 9,815 0 22,487
LINDE PLC SHS G54950103   4,814,158 13,544 SH   SOLE 0 3,912 0 9,632
LITHIUM AMERS CORP NEW COM NEW 53680Q207   688,465 31,639 SH   SOLE 0 0 0 31,639
LIVENT CORP COM 53814L108   222,282 10,234 SH   SOLE 0 10,000 0 234
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   36,818 15,870 SH   SOLE 0 0 0 15,870
LOCKHEED MARTIN CORP COM 539830109   455,241 963 SH   SOLE 0 375 0 588
LOWES COS INC COM 548661107   18,809,412 94,061 SH   SOLE 0 7,171 0 86,890
M & T BK CORP COM 55261F104   223,210 1,867 SH   SOLE 0 1,361 0 506
MADISON COVERED CALL & EQUIT COM 557437100   201,811 25,385 SH   SOLE 0 432 0 24,953
MAIN STR CAP CORP COM 56035L104   210,085 5,324 SH   SOLE 0 13 0 5,311
MARATHON PETE CORP COM 56585A102   8,173,475 60,621 SH   SOLE 0 17,161 0 43,460
MARSH & MCLENNAN COS INC COM 571748102   32,967,198 197,942 SH   SOLE 0 17,397 0 180,545
MASTERCARD INCORPORATED CL A 57636Q104   3,939,564 10,841 SH   SOLE 0 2,677 0 8,163
MCCORMICK & CO INC COM NON VTG 579780206   480,038 5,769 SH   SOLE 0 5,315 0 454
MCDONALDS CORP COM 580135101   13,365,713 47,801 SH   SOLE 0 13,014 0 34,787
MCKESSON CORP COM 58155Q103   759,455 2,133 SH   SOLE 0 1,059 0 1,074
MEDTRONIC PLC SHS G5960L103   515,565 6,395 SH   SOLE 0 4,220 0 2,175
MERCK & CO INC COM 58933Y105   25,228,011 237,128 SH   SOLE 0 31,209 0 205,918
META PLATFORMS INC CL A 30303M102   1,168,849 5,515 SH   SOLE 0 539 0 4,976
MICROCHIP TECHNOLOGY INC. COM 595017104   378,686 4,520 SH   SOLE 0 399 0 4,121
MICROSOFT CORP COM 594918104   120,730,166 418,766 SH   SOLE 0 49,435 0 369,330
MID-AMER APT CMNTYS INC COM 59522J103   6,893,677 45,641 SH   SOLE 0 741 0 44,900
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   98,139 15,358 SH   SOLE 0 0 0 15,358
MONDELEZ INTL INC CL A 609207105   9,192,276 131,846 SH   SOLE 0 4,124 0 127,722
MORGAN STANLEY COM NEW 617446448   9,995,919 113,849 SH   SOLE 0 26,967 0 86,882
MOSAIC CO NEW COM 61945C103   302,395 6,591 SH   SOLE 0 3,616 0 2,975
MOTOROLA SOLUTIONS INC COM NEW 620076307   6,044,870 21,126 SH   SOLE 0 5,268 0 15,858
MP MATERIALS CORP COM CL A 553368101   3,108,821 110,281 SH   SOLE 0 670 0 109,611
MSCI INC COM 55354G100   2,952,380 5,275 SH   SOLE 0 278 0 4,997
MUSTANG BIO INC COM 62818Q104   7,303 19,920 SH   SOLE 0 0 0 19,920
NETFLIX INC COM 64110L106   256,692 743 SH   SOLE 0 112 0 631
NEXTERA ENERGY INC COM 65339F101   31,020,653 402,448 SH   SOLE 0 49,818 0 352,630
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   1,811,079 29,812 SH   SOLE 0 0 0 29,812
NIKE INC CL B 654106103   4,957,462 40,423 SH   SOLE 0 3,374 0 37,049
NOKIA CORP SPONSORED ADR 654902204   1,958,236 398,826 SH   SOLE 0 3,500 0 395,326
NORFOLK SOUTHN CORP COM 655844108   724,032 3,415 SH   SOLE 0 391 0 3,024
NORTHROP GRUMMAN CORP COM 666807102   1,013,033 2,194 SH   SOLE 0 214 0 1,980
NOVARTIS AG SPONSORED ADR 66987V109   525,872 5,716 SH   SOLE 0 119 0 5,597
NOVO-NORDISK A S ADR 670100205   376,412 2,365 SH   SOLE 0 0 0 2,365
NUCOR CORP COM 670346105   3,389,072 21,940 SH   SOLE 0 6,071 0 15,869
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   2,340,950 68,710 SH   SOLE 0 7,502 0 61,208
NUTRIEN LTD COM 67077M108   443,248 6,002 SH   SOLE 0 3,664 0 2,338
NUVEEN AMT FREE MUN CR INC F COM 67071L106   195,230 16,573 SH   SOLE 0 163 0 16,410
NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100   1,317,407 92,062 SH   SOLE 0 14,659 0 77,403
NVIDIA CORPORATION COM 67066G104   3,129,113 11,265 SH   SOLE 0 4,866 0 6,399
NXP SEMICONDUCTORS N V COM N6596X109   3,299,319 17,693 SH   SOLE 0 438 0 17,255
OCCIDENTAL PETE CORP COM 674599105   404,489 6,479 SH   SOLE 0 5,556 0 923
OLD DOMINION FREIGHT LINE IN COM 679580100   1,325,527 3,889 SH   SOLE 0 714 0 3,175
OMNICOM GROUP INC COM 681919106   7,381,728 78,246 SH   SOLE 0 12,339 0 65,907
ONEOK INC NEW COM 682680103   883,518 13,905 SH   SOLE 0 4,660 0 9,245
ORACLE CORP COM 68389X105   3,183,231 34,258 SH   SOLE 0 7,633 0 26,625
OREILLY AUTOMOTIVE INC COM 67103H107   6,504,036 7,661 SH   SOLE 0 301 0 7,360
OTIS WORLDWIDE CORP COM 68902V107   320,918 3,802 SH   SOLE 0 2,251 0 1,551
PACCAR INC COM 693718108   3,189,918 43,578 SH   SOLE 0 0 0 43,578
PALO ALTO NETWORKS INC COM 697435105   781,383 3,912 SH   SOLE 0 1,267 0 2,645
PARKER-HANNIFIN CORP COM 701094104   503,548 1,498 SH   SOLE 0 101 0 1,397
PAYCHEX INC COM 704326107   12,471,861 108,839 SH   SOLE 0 1,164 0 107,675
PAYPAL HLDGS INC COM 70450Y103   638,428 8,407 SH   SOLE 0 571 0 7,836
PEPSICO INC COM 713448108   22,869,009 125,447 SH   SOLE 0 27,493 0 97,955
PFIZER INC COM 717081103   9,147,845 224,212 SH   SOLE 0 24,047 0 200,165
PHILIP MORRIS INTL INC COM 718172109   882,745 9,077 SH   SOLE 0 5,477 0 3,600
PHILLIPS 66 COM 718546104   506,292 4,994 SH   SOLE 0 1,201 0 3,793
PIMCO ETF TR INTER MUN BD ACT 72201R866   218,760 4,186 SH   SOLE 0 0 0 4,186
PIMCO ETF TR 1-5 US TIP IDX 72201R205   703,535 13,784 SH   SOLE 0 920 0 12,864
PIMCO MUN INCOME FD COM 72200R107   108,455 10,900 SH   SOLE 0 10,900 0 0
PIONEER NAT RES CO COM 723787107   3,644,663 17,845 SH   SOLE 0 1,364 0 16,481
PLUG POWER INC COM NEW 72919P202   472,175 40,288 SH   SOLE 0 0 0 40,288
PNC FINL SVCS GROUP INC COM 693475105   3,115,562 24,513 SH   SOLE 0 2,660 0 21,853
PROCTER AND GAMBLE CO COM 742718109   7,964,036 53,561 SH   SOLE 0 15,218 0 38,343
PROGRESSIVE CORP COM 743315103   537,788 3,759 SH   SOLE 0 1,561 0 2,198
PROLOGIS INC. COM 74340W103   2,954,415 23,679 SH   SOLE 0 2,948 0 20,731
PTC INC COM 69370C100   6,851,970 53,435 SH   SOLE 0 487 0 52,948
PUBLIC STORAGE COM 74460D109   259,538 859 SH   SOLE 0 114 0 745
QUALCOMM INC COM 747525103   1,466,513 11,495 SH   SOLE 0 8,237 0 3,258
RAYTHEON TECHNOLOGIES CORP COM 75513E101   3,181,592 32,488 SH   SOLE 0 7,229 0 25,259
REALTY INCOME CORP COM 756109104   678,157 10,710 SH   SOLE 0 8,585 0 2,125
REGENERON PHARMACEUTICALS COM 75886F107   15,241,157 18,549 SH   SOLE 0 261 0 18,288
RELIANCE STEEL & ALUMINUM CO COM 759509102   2,319,646 9,035 SH   SOLE 0 1,136 0 7,899
REPUBLIC SVCS INC COM 760759100   22,474,045 166,204 SH   SOLE 0 7,377 0 158,827
ROCKWELL AUTOMATION INC COM 773903109   11,131,231 37,932 SH   SOLE 0 421 0 37,511
ROPER TECHNOLOGIES INC COM 776696106   841,718 1,910 SH   SOLE 0 150 0 1,760
RPM INTL INC COM 749685103   224,905 2,578 SH   SOLE 0 2,106 0 472
S&P GLOBAL INC COM 78409V104   264,467 767 SH   SOLE 0 228 0 539
SALESFORCE INC COM 79466L302   10,386,762 51,991 SH   SOLE 0 973 0 51,018
SCHLUMBERGER LTD COM STK 806857108   2,475,298 50,413 SH   SOLE 0 1,030 0 49,383
SCHWAB CHARLES CORP COM 808513105   20,775,435 396,629 SH   SOLE 0 26,875 0 369,754
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   502,107 11,975 SH   SOLE 0 7,081 0 4,894
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   1,191,475 34,238 SH   SOLE 0 5,007 0 29,231
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   3,090,679 63,897 SH   SOLE 0 11,415 0 52,481
SCHWAB STRATEGIC TR US TIPS ETF 808524870   397,465 7,414 SH   SOLE 0 5,466 0 1,948
SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854   332,838 6,600 SH   SOLE 0 6,600 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   990,678 14,601 SH   SOLE 0 844 0 13,757
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   572,111 7,820 SH   SOLE 0 7,568 0 252
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763   212,785 4,372 SH   SOLE 0 3,549 0 823
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771   326,225 5,940 SH   SOLE 0 5,035 0 905
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   415,329 11,111 SH   SOLE 0 2,628 0 8,483
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   269,039 4,641 SH   SOLE 0 272 0 4,369
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,688,445 11,181 SH   SOLE 0 3,825 0 7,356
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   357,569 2,762 SH   SOLE 0 846 0 1,916
SEMPRA COM 816851109   1,992,138 13,179 SH   SOLE 0 1,752 0 11,427
SERVICENOW INC COM 81762P102   289,985 624 SH   SOLE 0 0 0 624
SHELL PLC SPON ADS 780259305   245,537 4,267 SH   SOLE 0 157 0 4,110
SHERWIN WILLIAMS CO COM 824348106   5,321,004 23,673 SH   SOLE 0 402 0 23,271
SIRIUS XM HOLDINGS INC COM 82968B103   48,728 12,274 SH   SOLE 0 12,274 0 0
SMUCKER J M CO COM NEW 832696405   591,396 3,758 SH   SOLE 0 1,066 0 2,692
SNAP ON INC COM 833034101   1,933,396 7,831 SH   SOLE 0 111 0 7,720
SOUTHERN CO COM 842587107   415,601 5,973 SH   SOLE 0 0 0 5,973
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   1,325,491 3,985 SH   SOLE 0 3,625 0 360
SPDR GOLD TR GOLD SHS 78463V107   1,642,018 8,962 SH   SOLE 0 453 0 8,509
SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106   5,508,063 148,703 SH   SOLE 0 446 0 148,257
SPDR S&P 500 ETF TR TR UNIT 78462F103   27,513,362 67,206 SH   SOLE 0 25,697 0 41,509
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   4,646,066 10,135 SH   SOLE 0 7,073 0 3,062
SPDR SER TR S&P 600 SMCP GRW 78464A201   358,056 4,855 SH   SOLE 0 4,443 0 412
SPDR SER TR S&P DIVID ETF 78464A763   2,091,441 16,906 SH   SOLE 0 10,617 0 6,289
SPDR SER TR S&P HOMEBUILD 78464A888   365,904 5,400 SH   SOLE 0 20 0 5,380
SPDR SER TR PRTFLO S&P500 VL 78464A508   11,656,752 286,266 SH   SOLE 0 79,857 0 206,409
SPDR SER TR SPDR S&P 500 ETF 78468R796   2,086,674 62,776 SH   SOLE 0 1,884 0 60,892
SPDR SER TR ICE PFD SEC ETF 78464A292   27,501,862 809,831 SH   SOLE 0 42,042 0 767,789
SPDR SER TR PORTFOLIO S&P400 78464A847   858,456 19,537 SH   SOLE 0 6 0 19,531
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   1,142,149 12,439 SH   SOLE 0 11,954 0 485
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   908,626 48,050 SH   SOLE 0 0 0 48,050
STANLEY BLACK & DECKER INC COM 854502101   280,058 3,476 SH   SOLE 0 2,005 0 1,471
STARBUCKS CORP COM 855244109   258,925 2,487 SH   SOLE 0 270 0 2,217
STEEL DYNAMICS INC COM 858119100   478,696 4,234 SH   SOLE 0 1,923 0 2,311
STEM INC COM 85859N102   304,190 53,649 SH   SOLE 0 0 0 53,649
STRYKER CORPORATION COM 863667101   10,965,723 38,413 SH   SOLE 0 2,018 0 36,395
SUNNOVA ENERGY INTL INC. COM 86745K104   681,657 43,640 SH   SOLE 0 0 0 43,640
SYSCO CORP COM 871829107   533,041 6,902 SH   SOLE 0 4,785 0 2,117
T-MOBILE US INC COM 872590104   18,232,604 125,881 SH   SOLE 0 18,068 0 107,813
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,950,921 63,975 SH   SOLE 0 5,928 0 58,047
TARGET CORP COM 87612E106   14,661,443 88,519 SH   SOLE 0 7,182 0 81,337
TE CONNECTIVITY LTD SHS H84989104   3,650,954 27,838 SH   SOLE 0 1,882 0 25,956
TESLA INC COM 88160R101   1,312,807 6,328 SH   SOLE 0 305 0 6,023
TEXAS INSTRS INC COM 882508104   4,340,124 23,333 SH   SOLE 0 3,919 0 19,414
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,199,219 705 SH   SOLE 0 0 0 705
THE CIGNA GROUP COM 125523100   599,393 2,346 SH   SOLE 0 313 0 2,033
THERMO FISHER SCIENTIFIC INC COM 883556102   20,293,750 35,210 SH   SOLE 0 4,729 0 30,481
TJX COS INC NEW COM 872540109   11,381,197 145,242 SH   SOLE 0 19,206 0 126,036
TOPBUILD CORP COM 89055F103   585,082 2,811 SH   SOLE 0 30 0 2,781
TOTALENERGIES SE SPONSORED ADS 89151E109   4,193,259 71,012 SH   SOLE 0 6,810 0 64,202
TRACTOR SUPPLY CO COM 892356106   6,388,174 27,179 SH   SOLE 0 4,958 0 22,221
TRANE TECHNOLOGIES PLC SHS G8994E103   2,957,778 16,077 SH   SOLE 0 3,520 0 12,557
TRAVELERS COMPANIES INC COM 89417E109   1,272,619 7,424 SH   SOLE 0 3,424 0 4,000
TRUIST FINL CORP COM 89832Q109   864,670 25,357 SH   SOLE 0 6,810 0 18,547
UNILEVER PLC SPON ADR NEW 904767704   738,273 14,217 SH   SOLE 0 432 0 13,785
UNION PAC CORP COM 907818108   20,847,667 103,586 SH   SOLE 0 8,925 0 94,661
UNITED PARCEL SERVICE INC CL B 911312106   8,459,133 43,606 SH   SOLE 0 10,547 0 33,059
UNITED RENTALS INC COM 911363109   687,831 1,738 SH   SOLE 0 253 0 1,485
UNITEDHEALTH GROUP INC COM 91324P102   33,634,563 71,171 SH   SOLE 0 6,947 0 64,224
UNITIL CORP COM 913259107   220,688 3,869 SH   SOLE 0 1,005 0 2,864
US BANCORP DEL COM NEW 902973304   565,543 15,688 SH   SOLE 0 3,887 0 11,801
VALERO ENERGY CORP COM 91913Y100   455,979 3,266 SH   SOLE 0 2,444 0 822
VANECK ETF TRUST LOW CARBN ENERGY 92189F502   568,287 4,677 SH   SOLE 0 99 0 4,578
VANECK ETF TRUST INTRMDT MUNI ETF 92189H201   549,972 11,835 SH   SOLE 0 2,218 0 9,617
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   277,047 3,622 SH   SOLE 0 813 0 2,809
VANGUARD INDEX FDS LARGE CAP ETF 922908637   543,283 2,908 SH   SOLE 0 511 0 2,397
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   409,069 2,099 SH   SOLE 0 1,554 0 545
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   467,564 3,487 SH   SOLE 0 984 0 2,503
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   4,971,533 13,220 SH   SOLE 0 6,375 0 6,845
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   2,338,848 16,682 SH   SOLE 0 0 0 16,682
VANGUARD INDEX FDS VALUE ETF 922908744   1,070,491 7,751 SH   SOLE 0 5,671 0 2,080
VANGUARD INDEX FDS MID CAP ETF 922908629   1,868,880 8,861 SH   SOLE 0 6,812 0 2,049
VANGUARD INDEX FDS SM CP VAL ETF 922908611   1,357,874 8,553 SH   SOLE 0 6,159 0 2,394
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,325,318 15,960 SH   SOLE 0 6,266 0 9,694
VANGUARD INDEX FDS SMALL CP ETF 922908751   3,417,388 18,028 SH   SOLE 0 9,075 0 8,953
VANGUARD INDEX FDS GROWTH ETF 922908736   894,741 3,587 SH   SOLE 0 1,991 0 1,596
VANGUARD INDEX FDS TOTAL STK MKT 922908769   9,413,687 46,123 SH   SOLE 0 32,667 0 13,456
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,167,532 28,899 SH   SOLE 0 18,221 0 10,679
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   5,294,722 99,022 SH   SOLE 0 33,936 0 65,086
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   2,596,416 23,768 SH   SOLE 0 2,883 0 20,885
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,325,387 27,716 SH   SOLE 0 1,547 0 26,169
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   1,116,676 5,993 SH   SOLE 0 0 0 5,993
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   42,163,118 703,187 SH   SOLE 0 61,318 0 641,869
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   631,125 13,558 SH   SOLE 0 6,042 0 7,516
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   7,267,789 95,340 SH   SOLE 0 5,984 0 89,356
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   10,601,633 132,157 SH   SOLE 0 23,645 0 108,512
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   10,345,000 67,171 SH   SOLE 0 52,065 0 15,106
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   4,829,321 106,914 SH   SOLE 0 81,013 0 25,902
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   851,741 8,073 SH   SOLE 0 2,230 0 5,843
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   485,065 2,034 SH   SOLE 0 1,826 0 208
VANGUARD WORLD FDS INF TECH ETF 92204A702   424,935 1,102 SH   SOLE 0 658 0 445
VANGUARD WORLD FDS MATERIALS ETF 92204A801   713,285 4,011 SH   SOLE 0 3,671 0 340
VERISIGN INC COM 92343E102   449,499 2,127 SH   SOLE 0 2,000 0 127
VERISK ANALYTICS INC COM 92345Y106   5,204,394 27,126 SH   SOLE 0 95 0 27,031
VERIZON COMMUNICATIONS INC COM 92343V104   8,013,527 206,056 SH   SOLE 0 18,312 0 187,744
VERTEX PHARMACEUTICALS INC COM 92532F100   379,659 1,205 SH   SOLE 0 100 0 1,105
VIATRIS INC COM 92556V106   168,061 17,470 SH   SOLE 0 415 0 17,055
VISA INC COM CL A 92826C839   39,584,922 175,574 SH   SOLE 0 13,805 0 161,769
WALGREENS BOOTS ALLIANCE INC COM 931427108   283,245 8,191 SH   SOLE 0 4,886 0 3,305
WALMART INC COM 931142103   4,431,443 30,054 SH   SOLE 0 8,832 0 21,222
WELLS FARGO CO NEW COM 949746101   252,876 6,765 SH   SOLE 0 500 0 6,265
WELLTOWER INC COM 95040Q104   284,207 3,964 SH   SOLE 0 2,380 0 1,584
WESTROCK CO COM 96145D105   1,737,917 57,037 SH   SOLE 0 600 0 56,437
WEYERHAEUSER CO MTN BE COM NEW 962166104   4,040,744 134,110 SH   SOLE 0 6,531 0 127,579
WILLIAMS COS INC COM 969457100   5,340,533 178,852 SH   SOLE 0 45,647 0 133,205
WISDOMTREE TR US MIDCAP DIVID 97717W505   557,866 13,613 SH   SOLE 0 11,913 0 1,700
WISDOMTREE TR US TOTAL DIVIDND 97717W109   374,507 6,181 SH   SOLE 0 34 0 6,147
WISDOMTREE TR EMG MKTS SMCAP 97717W281   412,110 9,000 SH   SOLE 0 9,000 0 0
XPO INC COM 983793100   243,620 7,637 SH   SOLE 0 25 0 7,612
XYLEM INC COM 98419M100   720,545 6,882 SH   SOLE 0 134 0 6,748
YUM BRANDS INC COM 988498101   260,937 1,976 SH   SOLE 0 86 0 1,890
ZIMMER BIOMET HOLDINGS INC COM 98956P102   464,507 3,595 SH   SOLE 0 783 0 2,812
ZOETIS INC CL A 98978V103   315,095 1,893 SH   SOLE 0 936 0 957