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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES COM 002824100   4,537 41,330 SH   SOLE   39,577 0 1,753
ABBVIE INC COM 00287Y109   2,597 16,070 SH   SOLE   15,612 0 458
ACCENTURE PLC IRELAND SHARES CLASS A SHS CLASS A G1151C101   1,970 7,382 SH   SOLE   6,987 0 395
AIR PRODUCTS & CHEMICALS INC COM 009158106   392 1,274 SH   SOLE   1,274 0 0
ALPHABET INC NON VOTING CAP STK CL C CAP STK CL C 02079K107   270 3,046 SH   SOLE   2,886 0 160
ALPHABET INC VOTING CAP STK CL A CAP STK CL A 02079K305   2,486 28,187 SH   SOLE   26,337 0 1,850
ALTRIA GROUP INC COM 02209S103   537 11,764 SH   SOLE   11,764 0 0
AMAZON COM INC COM 023135106   1,360 16,192 SH   SOLE   14,619 0 1,573
AMERICAN TOWER CORP REIT COM 03027X100   3,746 17,684 SH   SOLE   16,637 0 1,047
AMGEN INC COM 031162100   1,657 6,311 SH   SOLE   6,087 0 224
ANALOG DEVICES INC COM 032654105   2,339 14,261 SH   SOLE   13,711 0 550
APPLE INC COM 037833100   15,050 115,833 SH   SOLE   111,413 0 4,420
ARES CAPITAL CORP COM 04010L103   988 53,493 SH   SOLE   52,116 0 1,377
ARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF GENOMIC REV ETF 00214Q302   405 14,371 SH   SOLE   13,374 0 997
AUTOMATIC DATA PROCESSING COM 053015103   318 1,335 SH   SOLE   1,335 0 0
BERKSHIRE HATHAWAY INC SERIES B NEW CL B New 084670702   1,620 5,245 SH   SOLE   5,245 0 0
BLACKROCK INC COM 09247X101   2,428 3,426 SH   SOLE   3,125 0 301
BLACKSTONE GROUP INC COM COM 09260D107   553 7,454 SH   SOLE   7,301 0 153
BOEING CO COM 097023105   270 1,418 SH   SOLE   900 0 518
BROADCOM INC COM 11135F101   316 565 SH   SOLE   565 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   274 3,000 SH   SOLE   3,000 0 0
CAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT SHS CREATION UNI 14020X104   789 37,573 SH   SOLE   37,573 0 0
CAPITAL GRP GROWTH ETF SHS CREATION UNIT SHS CREATION UNI 14020G101   540 27,087 SH   SOLE   27,087 0 0
CAPITAL GRP INTL ETF FOCUS EQUITY SHS CREATION UNIT SHS CREATION UNI 14019W109   1,108 53,214 SH   SOLE   50,261 0 2,953
CHEVRON CORPORATION COM 166764100   2,072 11,546 SH   SOLE   11,212 0 334
CHOICE HOTELS INTL INC COM 169905106   323 2,868 SH   SOLE   2,868 0 0
CHUBB LTD COM H1467J104   2,298 10,420 SH   SOLE   9,680 0 740
CISCO SYSTEMS INC COM 17275R102   2,857 59,987 SH   SOLE   58,157 0 1,830
COCA-COLA COMPANY COM 191216100   218 3,439 SH   SOLE   3,439 0 0
COMCAST CORP NEW CL A CL A 20030N101   1,387 39,687 SH   SOLE   38,168 0 1,519
COSTAR GROUP INC COM 22160N109   334 4,330 SH   SOLE   0 0 4,330
COSTCO WHSL CORP NEW COM COM 22160K105   451 988 SH   SOLE   988 0 0
CVS HEALTH CORPORATION COM 126650100   425 4,567 SH   SOLE   4,432 0 135
DANAHER CORP COM 235851102   882 3,325 SH   SOLE   3,325 0 0
DEERE & CO COM 244199105   605 1,411 SH   SOLE   1,233 0 178
DISNEY WALT COMPANY COM 254687106   2,106 24,244 SH   SOLE   22,730 0 1,514
DOCUSIGN INC COM 256163106   290 5,233 SH   SOLE   4,743 0 490
DOMINION ENERGY INC COM 25746U109   472 7,708 SH   SOLE   7,515 0 193
DOW INC COM 260557103   402 7,997 SH   SOLE   6,594 0 1,403
ENERGY SELECT ETF SECTOR SPDR ENERGY 81369Y506   935 10,697 SH   SOLE   10,274 0 423
ENTERPRISE PRODUCTS PARTNERS COM 293792107   517 21,468 SH   SOLE   21,468 0 0
ESSENTIAL UTILS INC COM 29670G102   251 5,278 SH   SOLE   4,375 0 903
EXXON MOBIL CORP COM 30231G102   269 2,444 SH   SOLE   2,444 0 0
FASTENAL CO COM 311900104   396 8,376 SH   SOLE   8,376 0 0
GENL DYNAMICS CORP COM 369550108   1,289 5,199 SH   SOLE   4,909 0 290
GILEAD SCIENCES INC COM 375558103   396 4,616 SH   SOLE   4,141 0 475
HOME DEPOT INC COM 437076102   293 928 SH   SOLE   513 0 415
HONEYWELL INTERNATIONAL INC COM 438516106   206 965 SH   SOLE   965 0 0
INTEL CORP COM 458140100   530 20,080 SH   SOLE   17,490 0 2,590
INTERCONTINENTAL EXCH EXCHANGE COM 45866F104   1,451 14,149 SH   SOLE   13,206 0 943
INTERNATIONAL BUSINESS MACHINE CORP COM 459200101   1,137 8,072 SH   SOLE   7,363 0 709
INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT UNIT 46138B103   509 20,674 SH   SOLE   20,674 0 0
INVESCO DB MULTI ETF SECTOR COMMODITY TR ENERGY FD ENERGY FD 46140H304   458 20,207 SH   SOLE   20,207 0 0
INVESCO DB US DLR ETF INDEX TRUST BULLISH FUND BULLISH FD 46141D203   348 12,533 SH   SOLE   12,533 0 0
INVESCO ETF HIGH YIELD EQUITY DIVID ACHIEVERS HIG YLD EQ DIV 46137V563   262 12,671 SH   SOLE   12,671 0 0
INVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1 OPTIMUM YIELD 46090F100   431 29,226 SH   SOLE   26,909 0 2,317
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD CORE S&P500 ETF 464287200   2,174 5,659 SH   SOLE   5,286 0 373
ISHARES CORE S&P MID ETF ETF CORE S&P MCP ETF 464287507   1,103 4,561 SH   SOLE   4,255 0 306
ISHARES ETF RUSSELL 2000 RUSSELL 2000 ETF 464287655   1,164 6,680 SH   SOLE   6,187 0 493
ISHARES ETF U.S. AEROSPACE & DEFENSE US AER DEF ETF 464288760   272 2,439 SH   SOLE   2,250 0 189
ISHARES ETF U.S. TELECOMMUNICATIONS US TELECOM ETF 464287713   1,212 54,051 SH   SOLE   50,703 0 3,348
ISHARES S&P MIDCAP ETF 400 VALUE S&P MC 400VL ETF 464287705   335 3,332 SH   SOLE   3,332 0 0
ISHARES SELECT ETF DIVIDEND SELECT DIVID ETF 464287168   322 2,670 SH   SOLE   2,670 0 0
ISHARES TR ETF ESG MSCI USA SMALL CAP OPTIMIZED ETF ESG AWARE MSCI 46435U663   202 6,145 SH   SOLE   6,011 0 134
JOHNSON & JOHNSON COM 478160104   3,056 17,301 SH   SOLE   16,155 0 1,146
JPMORGAN CHASE & CO COM 46625H100   6,264 46,714 SH   SOLE   44,811 0 1,903
JPMORGAN ETF ULTRA-SHORT INCOME ULTRA SHRT INC 46641Q837   1,424 28,424 SH   SOLE   28,424 0 0
KINDER MORGAN INC DEL COM 49456B101   192 10,639 SH   SOLE   9,714 0 925
LINDE PLC SHS G5494J103   1,815 5,565 SH   SOLE   5,362 0 203
LOWES COMPANIES INC COM 548661107   3,224 16,181 SH   SOLE   14,952 0 1,229
MASTERCARD INC CL A CL A 57636Q104   925 2,662 SH   SOLE   2,514 0 148
MATCH GROUP INC NEW COM 57667L107   212 5,130 SH   SOLE   4,792 0 338
MCDONALDS CORP COM 580135101   778 2,955 SH   SOLE   2,797 0 158
MERCK & CO INC NEW COM 58933Y105   2,460 22,179 SH   SOLE   22,064 0 115
MICROSOFT CORP COM 594918104   8,725 36,382 SH   SOLE   35,426 0 956
NEXTERA ENERGY INC COM 65339F101   2,457 29,399 SH   SOLE   28,290 0 1,109
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   337 4,812 SH   SOLE   4,645 0 167
NIKE INC CLASS B CL B 654106103   282 2,414 SH   SOLE   2,187 0 227
NVIDIA CORP COM 67066G104   4,357 29,817 SH   SOLE   29,320 0 497
PEPSICO INCORPORATED COM 713448108   1,129 6,252 SH   SOLE   6,252 0 0
PFIZER INCORPORATED COM 717081103   255 4,979 SH   SOLE   4,979 0 0
PHILIP MORRIS INTERNATIONAL INC COM 718172109   1,742 17,219 SH   SOLE   17,219 0 0
PROCTER & GAMBLE CO COM 742718109   2,742 18,095 SH   SOLE   16,770 0 1,325
QUALCOMM INC COM 747525103   2,148 19,546 SH   SOLE   19,307 0 239
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,079 20,601 SH   SOLE   19,795 0 806
REALTY INCOME CORP REIT COM 756109104   205 3,241 SH   SOLE   3,241 0 0
RESMED INC COM 761152107   618 2,970 SH   SOLE   2,970 0 0
SELECT SECTOR SPDR F ETF HEALTH CARE SBI HEALTHCARE 81369Y209   793 5,837 SH   SOLE   5,587 0 250
SELECT SECTOR SPDR T ETF CONSUMER STAPLES SBI CONS STPLS 81369Y308   574 7,702 SH   SOLE   7,429 0 273
SIRIUS XM HOLDINGS INC COM 82968B103   262 44,995 SH   SOLE   44,995 0 0
SPDR PORTFOLIO ETF S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508   421 10,847 SH   SOLE   9,979 0 868
STARBUCKS CORP COM 855244109   3,772 38,031 SH   SOLE   36,264 0 1,767
STATE STR CORP COM 857477103   281 3,635 SH   SOLE   3,635 0 0
STRYKER CORP COM 863667101   1,601 6,551 SH   SOLE   6,274 0 277
SYSCO CORPORATION COM 871829107   404 5,293 SH   SOLE   5,293 0 0
TEXAS INSTRUMENTS INC COM 882508104   1,876 11,360 SH   SOLE   10,898 0 462
UNION PACIFIC CORP COM 907818108   208 1,006 SH   SOLE   669 0 337
UNITED BANKSHARES INC W VA COM 909907107   451 11,153 SH   SOLE   11,153 0 0
UNITED PARCEL SERVICE-B CL B 911312106   1,300 7,479 SH   SOLE   7,084 0 395
UNITEDHEALTH GROUP INC COM 91324P102   3,249 6,129 SH   SOLE   5,789 0 340
V F CORPORATION COM 918204108   399 14,479 SH   SOLE   14,206 0 273
VANGUARD DIVIDEND ETF APPRECIATION DIV APP ETF 921908844   1,387 9,135 SH   SOLE   8,946 0 189
VANGUARD FTSE ETF DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858   480 11,454 SH   SOLE   11,454 0 0
VANGUARD GROWTH ETF GROWTH ETF 922908736   492 2,309 SH   SOLE   2,309 0 0
VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504   801 3,232 SH   SOLE   3,232 0 0
VANGUARD INTERNATINL ETF HIGH DIVIDEND YIELD INTL HIGH ETF 921946794   462 7,758 SH   SOLE   6,585 0 1,173
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF FTSE EMR MKT ETF 922042858   1,569 40,263 SH   SOLE   38,552 0 1,711
VANGUARD MID CAP ETF MID CAP ETF 922908629   1,678 8,236 SH   SOLE   7,891 0 345
VANGUARD SMALL CAP ETF SMALL CP ETF 922908751   211 1,154 SH   SOLE   1,079 0 75
VANGUARD TOTAL STOCK ETF MARKET ETF TOTAL STK MKT 922908769   2,411 12,611 SH   SOLE   12,611 0 0
VANGUARD VALUE ETF VALUE ETF 922908744   704 5,020 SH   SOLE   5,020 0 0
VERIZON COMMUNICATIONS COM COM 92343V104   3,670 93,164 SH   SOLE   62,957 0 30,207
VISA INC CLASS A COM CL A 92826C839   350 1,685 SH   SOLE   1,560 0 125
WALMART INC COM 931142103   305 2,152 SH   SOLE   1,512 0 640
WHITE MOUNTAIN INS GRP COM G9618E107   422 298 SH   SOLE   298 0 0
WILLIAMS COMPANIES INC COM 969457100   283 8,629 SH   SOLE   6,549 0 2,080
WISDOMTREE TOTAL DIV ETF US TOTAL DIVIDND 97717W109   287 4,743 SH   SOLE   4,743 0 0
WORLD GOLD TR SPDR ETF GOLD MINISHARES TR NEW SPDR GLD MINIS 98149E303   354 9,805 SH   SOLE   9,026 0 779
XYLEM INC COM 98419M100   1,116 10,101 SH   SOLE   9,663 0 438