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
US BANCORP DEL COM NEW Stock 902973304 20 564 SH   SOLE   0 0 564
PHILLIPS 66 COM Stock 718546104 20 387 SH   SOLE   0 0 387
SKYWORKS SOLUTIONS INC COM Stock 83088M102 20 140 SH   SOLE   0 0 140
ISHARES MBS ETF ETF 464288588 21 194 SH   SOLE   0 0 194
3M CO COM Stock 88579Y101 21 134 SH   SOLE   0 0 134
YUM BRANDS INC COM Stock 988498101 22 240 SH   SOLE   0 0 240
V F CORP COM Stock 918204108 22 309 SH   SOLE   0 0 309
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND ETF 72201R783 22 237 SH   SOLE   0 0 237
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF ETF 464288513 22 257 SH   SOLE   0 0 257
TELADOC HEALTH INC COM Stock 87918A105 22 100 SH   SOLE   0 0 100
ISHARES ESG AWARE USD CORPORATE BOND ETF ETF 46435G193 23 819 SH   SOLE   0 0 819
CORTEVA INC COM Stock 22052L104 23 790 SH   SOLE   0 0 790
PROSHARES ULTRA TECHNOLOGY ETF 74347R693 23 400 SH   SOLE   0 0 400
PARKER-HANNIFIN CORP COM Stock 701094104 23 114 SH   SOLE   0 0 114
EXPONENT INC COM Stock 30214U102 24 339 SH   SOLE   0 0 339
ISHARES FLOATING RATE BOND ETF ETF 46429B655 24 468 SH   SOLE   0 0 468
MARATHON PETE CORP COM Stock 56585A102 24 803 SH   SOLE   0 0 803
INTERACTIVE BROKERS GROUP INC COM CL A Stock 45841N107 24 488 SH   SOLE   0 0 488
ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 24 669 SH   SOLE   0 0 669
ELANCO ANIMAL HEALTH INC COM Stock 28414H103 25 900 SH   SOLE   0 0 900
EDESA BIOTECH INC COM Stock 27966L108 25 3,125 SH   SOLE   0 0 3,125
NUVEEN QUALITY MUNCP INCOME FD COM CEF 67066V101 25 1,690 SH   SOLE   0 0 1,690
ILLINOIS TOOL WKS INC COM Stock 452308109 26 136 SH   SOLE   0 0 136
ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 26 340 SH   SOLE   0 0 340
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 26 200 SH   SOLE   0 0 200
FAIR ISAAC CORP COM Stock 303250104 27 63 SH   SOLE   0 0 63
WALMART INC COM Stock 931142103 27 192 SH   SOLE   0 0 192
FLIR SYS INC COM Stock 302445101 28 779 SH   SOLE   0 0 779
SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 28 709 SH   SOLE   0 0 709
RBC BEARINGS INC COM Stock 75524B104 29 237 SH   SOLE   0 0 237
VANGUARD MID-CAP VALUE INDEX FUND ETF 922908512 29 288 SH   SOLE   0 0 288
XCEL ENERGY INC COM Stock 98389B100 31 450 SH   SOLE   0 0 450
NOVARTIS AG SPONSORED ADR ADR 66987V109 31 354 SH   SOLE   0 0 354
SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847 32 989 SH   SOLE   0 0 989
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870 32 338 SH   SOLE   0 0 338
BRIGHT HORIZONS FAM SOL IN DEL COM Stock 109194100 32 212 SH   SOLE   0 0 212
SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF ETF 78468R887 32 417 SH   SOLE   0 0 416
HENRY JACK & ASSOC INC COM Stock 426281101 33 206 SH   SOLE   0 0 206
VALERO ENERGY CORP COM Stock 91913Y100 33 764 SH   SOLE   0 0 764
PUBLIC STORAGE COM REIT 74460D109 33 148 SH   SOLE   0 0 148
AFLAC INC COM Stock 001055102 33 905 SH   SOLE   0 0 905
ROLLINS INC COM Stock 775711104 34 628 SH   SOLE   0 0 628
X-TRACKERS MSCI EAFE HEDGED EQUITY ETF ETF 233051200 34 1,112 SH   SOLE   0 0 1,112
ANSYS INC COM Stock 03662Q105 34 104 SH   SOLE   0 0 104
AMERIPRISE FINL INC COM Stock 03076C106 35 225 SH   SOLE   0 0 225
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 922042742 35 439 SH   SOLE   0 0 439
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 36 261 SH   SOLE   0 0 261
DOW INC COM Stock 260557103 37 790 SH   SOLE   0 0 790
ORACLE CORP COM Stock 68389X105 37 628 SH   SOLE   0 0 628
CHEMED CORP NEW COM Stock 16359R103 38 79 SH   SOLE   0 0 79
DIVERSIFIED HEALTHCARE TR COM SH BEN INT REIT 25525P107 39 11,046 SH   SOLE   0 0 11,046
ALLEGION PLC ORD SHS Stock G0176J109 39 397 SH   SOLE   0 0 397
ASPEN TECHNOLOGY INC COM Stock 045327103 40 317 SH   SOLE   0 0 317
EQUIFAX INC COM Stock 294429105 40 253 SH   SOLE   0 0 253
DUPONT DE NEMOURS INC COM Stock 26614N102 44 790 SH   SOLE   0 0 790
LENNOX INTL INC COM Stock 526107107 45 166 SH   SOLE   0 0 166
CDW CORP COM Stock 12514G108 46 387 SH   SOLE   0 0 387
COPART INC COM Stock 217204106 47 446 SH   SOLE   0 0 446
ISHARES U.S. TREASURY BOND ETF ETF 46429B267 47 1,671 SH   SOLE   0 0 1,671
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 48 376 SH   SOLE   0 0 376
LILLY ELI & CO COM Stock 532457108 48 323 SH   SOLE   0 0 323
BERKLEY W R CORP COM Stock 084423102 48 779 SH   SOLE   0 0 779
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105 49 193 SH   SOLE   0 0 193
BIOGEN INC COM Stock 09062X103 51 180 SH   SOLE   0 0 180
LINDE PLC SHS Stock G5494J103 51 213 SH   SOLE   0 0 213
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 51 416 SH   SOLE   0 0 416
COOPER COS INC COM NEW Stock 216648402 55 163 SH   SOLE   0 0 163
THOR INDS INC COM Stock 885160101 55 574 SH   SOLE   0 0 574
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 56 1,129 SH   SOLE   0 0 1,129
SITEONE LANDSCAPE SUPPLY INC COM Stock 82982L103 56 461 SH   SOLE   0 0 461
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 57 995 SH   SOLE   0 0 995
POOL CORP COM Stock 73278L105 59 176 SH   SOLE   0 0 176
CHARLES RIV LABS INTL INC COM Stock 159864107 59 262 SH   SOLE   0 0 262
APPLIED MATLS INC COM Stock 038222105 61 1,033 SH   SOLE   0 0 1,033
TRANE TECHNOLOGIES PLC SHS Stock G8994E103 62 510 SH   SOLE   0 0 510
TERADYNE INC COM Stock 880770102 62 783 SH   SOLE   0 0 783
MSCI INC COM Stock 55354G100 64 178 SH   SOLE   0 0 178
DOCUSIGN INC COM Stock 256163106 67 310 SH   SOLE   0 0 310
ALTRIA GROUP INC COM Stock 02209S103 69 1,777 SH   SOLE   0 0 1,777
BOOKING HOLDINGS INC COM Stock 09857L108 70 41 SH   SOLE   0 0 41
ZOETIS INC CL A Stock 98978V103 78 472 SH   SOLE   0 0 472
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 81 3,060 SH   SOLE   0 0 3,060
VANGUARD MEGA CAP ETF ETF 921910873 81 672 SH   SOLE   0 0 672
SCOTTS MIRACLE GRO CO CL A Stock 810186106 82 536 SH   SOLE   0 0 536
OFFICE PPTYS INCOME TR COM SHS BEN INT REIT 67623C109 82 3,976 SH   SOLE   0 0 3,976
PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 88 1,595 SH   SOLE   0 0 1,595
SQUARE INC CL A Stock 852234103 89 548 SH   SOLE   0 0 548
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 89 1,101 SH   SOLE   0 0 1,101
ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 94 1,624 SH   SOLE   0 0 1,624
SCIENCE APPLICATIONS INTL CORP COM Stock 808625107 95 1,217 SH   SOLE   0 0 1,217
ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 96 587 SH   SOLE   0 0 587
CSX CORP COM Stock 126408103 98 1,266 SH   SOLE   0 0 1,266
ELECTRONIC ARTS INC COM Stock 285512109 100 770 SH   SOLE   0 0 770
PRICE T ROWE GROUP INC COM Stock 74144T108 103 802 SH   SOLE   0 0 802
SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 104 3,376 SH   SOLE   0 0 3,376
INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT REIT 456237106 105 4,810 SH   SOLE   0 0 4,810
COGNEX CORP COM Stock 192422103 108 1,662 SH   SOLE   0 0 1,662
ISHARES CORE S&P 500 ETF ETF 464287200 109 324 SH   SOLE   0 0 323
CATERPILLAR INC DEL COM Stock 149123101 113 756 SH   SOLE   0 0 756
DISNEY WALT CO COM DISNEY Stock 254687106 114 916 SH   SOLE   0 0 916
UNION PAC CORP COM Stock 907818108 116 590 SH   SOLE   0 0 590
LEIDOS HOLDINGS INC COM Stock 525327102 117 1,310 SH   SOLE   0 0 1,310
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 140 952 SH   SOLE   0 0 952
FACEBOOK INC CL A Stock 30303M102 145 555 SH   SOLE   0 0 555
ISHARES MODERATE ALLOCATION FUND ETF 464289875 150 3,648 SH   SOLE   0 0 3,648
COSTCO WHSL CORP NEW COM Stock 22160K105 151 424 SH   SOLE   0 0 424
MASTERCARD INCORPORATED CL A Stock 57636Q104 151 446 SH   SOLE   0 0 446
AT&T INC COM Stock 00206R102 155 5,452 SH   SOLE   0 0 5,452
JPMORGAN CHASE & CO COM Stock 46625H100 158 1,641 SH   SOLE   0 0 1,641
ETSY INC COM Stock 29786A106 161 1,323 SH   SOLE   0 0 1,323
STARBUCKS CORP COM Stock 855244109 165 1,920 SH   SOLE   0 0 1,920
PFIZER INC COM Stock 717081103 167 4,555 SH   SOLE   0 0 4,555
ALPHABET INC CAP STK CL C Stock 02079K107 168 114 SH   SOLE   0 0 114
SPDR S&P HOMEBUILDERS ETF ETF 78464A888 169 3,131 SH   SOLE   0 0 3,131
S&P GLOBAL INC COM Stock 78409V104 177 492 SH   SOLE   0 0 492
NUVEEN ESG MID-CAP GROWTH ETF ETF 67092P409 179 4,226 SH   SOLE   0 0 4,226
LAM RESEARCH CORP COM Stock 512807108 179 539 SH   SOLE   0 0 539
EXELON CORP COM Stock 30161N101 187 5,232 SH   SOLE   0 0 5,232
BALL CORP COM Stock 058498106 189 2,272 SH   SOLE   0 0 2,272
VANGUARD INDUSTRIALS INDEX FUND ETF 92204A603 190 1,314 SH   SOLE   0 0 1,314
UNITED BANKSHARES INC WEST VA COM Stock 909907107 190 8,838 SH   SOLE   0 0 8,838
TYLER TECHNOLOGIES INC COM Stock 902252105 191 547 SH   SOLE   0 0 547
CVS HEALTH CORP COM Stock 126650100 191 3,268 SH   SOLE   0 0 3,268
VANGUARD RUSSELL 1000 VALUE ETF ETF 92206C714 192 1,854 SH   SOLE   0 0 1,854
DYNATRACE INC COM NEW Stock 268150109 196 4,790 SH   SOLE   0 0 4,790
ECOLAB INC COM Stock 278865100 200 1,003 SH   SOLE   0 0 1,003
LOCKHEED MARTIN CORP COM Stock 539830109 207 539 SH   SOLE   0 0 539
ABBVIE INC COM Stock 00287Y109 212 2,417 SH   SOLE   0 0 2,417
SERVICE PPTYS TR COM SH BEN INT REIT 81761L102 214 26,907 SH   SOLE   0 0 26,907
COCA COLA CO COM Stock 191216100 216 4,378 SH   SOLE   0 0 4,378
ANALOG DEVICES INC COM Stock 032654105 217 1,862 SH   SOLE   0 0 1,862
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 222 1,041 SH   SOLE   0 0 1,041
TJX COS INC NEW COM Stock 872540109 222 3,986 SH   SOLE   0 0 3,986
NETFLIX INC COM Stock 64110L106 226 452 SH   SOLE   0 0 452
MERCK & CO. INC COM Stock 58933Y105 226 2,724 SH   SOLE   0 0 2,724
NORDSON CORP COM Stock 655663102 230 1,199 SH   SOLE   0 0 1,199
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 230 2,595 SH   SOLE   0 0 2,595
AUTODESK INC COM Stock 052769106 231 999 SH   SOLE   0 0 999
BROADCOM INC COM Stock 11135F101 232 637 SH   SOLE   0 0 637
BIO RAD LABS INC CL A Stock 090572207 234 453 SH   SOLE   0 0 453
SOUTHERN CO COM Stock 842587107 235 4,332 SH   SOLE   0 0 4,332
MONOLITHIC PWR SYS INC COM Stock 609839105 235 841 SH   SOLE   0 0 841
CISCO SYS INC COM Stock 17275R102 237 6,024 SH   SOLE   0 0 6,024
WP CAREY INC COM REIT 92936U109 242 3,721 SH   SOLE   0 0 3,721
EXXON MOBIL CORP COM Stock 30231G102 246 7,163 SH   SOLE   0 0 7,163
RMR GROUP INC CL A Stock 74967R106 247 8,981 SH   SOLE   0 0 8,981
COMCAST CORP NEW CL A Stock 20030N101 248 5,361 SH   SOLE   0 0 5,361
SERVICENOW INC COM Stock 81762P102 248 511 SH   SOLE   0 0 511
VANGUARD GROWTH INDEX FUND ETF 922908736 254 1,114 SH   SOLE   0 0 1,114
VERIZON COMMUNICATIONS INC COM Stock 92343V104 256 4,296 SH   SOLE   0 0 4,296
MEDTRONIC PLC SHS Stock G5960L103 257 2,470 SH   SOLE   0 0 2,470
FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND ETF 33735J101 258 5,526 SH   SOLE   0 0 5,526
MARVELL TECHNOLOGY GROUP LTD ORD Stock G5876H105 259 6,515 SH   SOLE   0 0 6,515
MONDELEZ INTL INC CL A Stock 609207105 265 4,621 SH   SOLE   0 0 4,621
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 269 1,191 SH   SOLE   0 0 1,191
BLACKROCK INC COM Stock 09247X101 270 479 SH   SOLE   0 0 479
AMGEN INC COM Stock 031162100 271 1,066 SH   SOLE   0 0 1,066
HONEYWELL INTL INC COM Stock 438516106 274 1,666 SH   SOLE   0 0 1,666
TEXAS INSTRS INC COM Stock 882508104 278 1,947 SH   SOLE   0 0 1,947
IDEXX LABS INC COM Stock 45168D104 279 710 SH   SOLE   0 0 710
COLGATE PALMOLIVE CO COM Stock 194162103 282 3,661 SH   SOLE   0 0 3,661
WEST PHARMACEUTICAL SVSC INC COM Stock 955306105 283 1,028 SH   SOLE   0 0 1,028
EDWARDS LIFESCIENCES CORP COM Stock 28176E108 285 3,566 SH   SOLE   0 0 3,566
INTEL CORP COM Stock 458140100 294 5,684 SH   SOLE   0 0 5,684
FORTIVE CORP COM Stock 34959J108 295 3,867 SH   SOLE   0 0 3,867
NIKE INC CL B Stock 654106103 303 2,410 SH   SOLE   0 0 2,410
TESLA INC COM Stock 88160R101 308 718 SH   SOLE   0 0 718
VERISK ANALYTICS INC COM Stock 92345Y106 314 1,697 SH   SOLE   0 0 1,697
QUALCOMM INC COM Stock 747525103 321 2,726 SH   SOLE   0 0 2,726
INTUIT COM Stock 461202103 323 991 SH   SOLE   0 0 991
TARGET CORP COM Stock 87612E106 335 2,127 SH   SOLE   0 0 2,127
ALPHABET INC CAP STK CL A Stock 02079K305 347 237 SH   SOLE   0 0 237
VANGUARD MID-CAP INDEX FUND ETF 922908629 348 1,975 SH   SOLE   0 0 1,975
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 348 789 SH   SOLE   0 0 789
UNITED PARCEL SERVICE INC CL B Stock 911312106 350 2,102 SH   SOLE   0 0 2,102
AMERICAN TOWER CORP NEW COM REIT 03027X100 352 1,455 SH   SOLE   0 0 1,455
NEXTERA ENERGY INC COM Stock 65339F101 355 1,280 SH   SOLE   0 0 1,280
VISA INC COM CL A Stock 92826C839 361 1,803 SH   SOLE   0 0 1,803
VANGUARD LARGE-CAP INDEX FUND ETF 922908637 379 2,425 SH   SOLE   0 0 2,425
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 78464A805 391 9,574 SH   SOLE   0 0 9,574
DANAHER CORPORATION COM Stock 235851102 416 1,932 SH   SOLE   0 0 1,932
PROCTER AND GAMBLE CO COM Stock 742718109 433 3,115 SH   SOLE   0 0 3,115
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 445 907 SH   SOLE   0 0 907
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 460 8,581 SH   SOLE   0 0 8,580
MCDONALDS CORP COM Stock 580135101 500 2,279 SH   SOLE   0 0 2,279
FS KKR CAP CORP II COM Stock 35952V303 538 36,582 SH   SOLE   0 0 36,582
UNITEDHEALTH GROUP INC COM Stock 91324P102 544 1,744 SH   SOLE   0 0 1,744
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND ETF 72201R817 659 5,751 SH   SOLE   0 0 5,751
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 695 8,391 SH   SOLE   0 0 8,391
AMAZON COM INC COM Stock 023135106 831 264 SH   SOLE   0 0 264
HOME DEPOT INC COM Stock 437076102 832 2,996 SH   SOLE   0 0 2,996
VANGUARD EXTENDED MARKET INDEX FUND ETF 922908652 850 6,554 SH   SOLE   0 0 6,554
APPLE INC COM Stock 037833100 946 8,172 SH   SOLE   0 0 8,172
PEPSICO INC COM Stock 713448108 988 7,127 SH   SOLE   0 0 7,127
JOHNSON & JOHNSON COM Stock 478160104 1,032 6,935 SH   SOLE   0 0 6,935
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 1,042 20,059 SH   SOLE   0 0 20,059
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 1,213 46,467 SH   SOLE   0 0 46,467
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 1,325 11,355 SH   SOLE   0 0 11,355
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308 1,400 21,838 SH   SOLE   0 0 21,838
ISHARES S&P SMALL-CAP FUND ETF 464287804 1,435 20,435 SH   SOLE   0 0 20,435
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 1,494 25,150 SH   SOLE   0 0 25,150
MICROSOFT CORP COM Stock 594918104 1,868 8,881 SH   SOLE   0 0 8,881
TRAVELCENTERS OF AMERICA INC COM NEW Stock 89421B109 2,047 104,738 SH   SOLE   0 0 104,738
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 2,164 14,071 SH   SOLE   0 0 14,071
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 2,786 23,596 SH   SOLE   0 0 23,596
VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 2,910 57,675 SH   SOLE   0 0 57,675
NVR INC COM Stock 62944T105 3,017 739 SH   SOLE   0 0 739
VANGUARD S&P 500 ETF ETF 922908363 4,278 13,906 SH   SOLE   0 0 13,906
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 4,319 40,946 SH   SOLE   0 0 40,946
ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 4,568 26,423 SH   SOLE   0 0 26,423
JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 4,674 92,009 SH   SOLE   0 0 92,008
SPDR S&P 500 ETF ETF 78462F103 5,525 16,497 SH   SOLE   0 0 16,497
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF ETF 464288612 9,258 78,632 SH   SOLE   0 0 78,632
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ETF 72201R833 11,038 108,263 SH   SOLE   0 0 108,263