Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SRCE	1ST SOURCE CORP	7,402,126	$319M	21.2%	$25.50	—	COM	336901103
IWF	ISHARES RUSSELL 1000 GROWTH ET	613,965	$150M	10.0%	$116.61	—	RUS 1000 GRW ETF	464287614
SDY	SPDR S&P DIVIDEND ETF	935,580	$116M	7.7%	$95.61	—	S&P DIVID ETF	78464A763
IWD	ISHARES RUSSELL 1000 VALUE ETF	580,011	$88.31M	5.9%	$113.53	—	RUS 1000 VAL ETF	464287598
SPY	SPDR S&P 500 ETF TRUST	169,656	$69.46M	4.6%	$244.74	—	TR UNIT	78462F103
AAPL	APPLE INC	191,661	$31.6M	2.1%	$84.38	+72.4%	COM	037833100
VEA	VANGUARD MSCI EAFE ETF	627,532	$28.35M	1.9%	$36.97	—	VAN FTSE DEV MKT	921943858
EFA	ISHARES MSCI EAFE ETF	384,155	$27.47M	1.8%	$64.40	—	MSCI EAFE ETF	464287465
MSFT	MICROSOFT CORP	91,452	$26.37M	1.8%	$27.19	+817.5%	COM	594918104
VWO	VANGUARD MSCI EMERGING MARKETS	574,664	$23.22M	1.5%	$42.57	—	FTSE EMR MKT ETF	922042858
IJR	ISHARES CORE S&P SMALL-CAP ETF	238,049	$23.02M	1.5%	$93.14	—	CORE S&P SCP ETF	464287804
IWM	ISHARES RUSSELL 2000 ETF	109,366	$19.51M	1.3%	$157.88	—	RUSSELL 2000 ETF	464287655
EMXC	ISHARES MSCI EMR MRK EX CHNA	377,496	$18.62M	1.2%	$47.36	—	MSCI EMRG CHN	46434G764
HON	HONEYWELL INTERNATIONAL INC	95,353	$18.22M	1.2%	$69.12	+155.6%	COM	438516106
EFV	ISHARES MSCI EAFE VALUE ETF	362,278	$17.58M	1.2%	$50.45	—	EAFE VALUE ETF	464288877
MDY	SPDR S&P MIDCAP 400 ETF TRUST	37,310	$17.1M	1.1%	$295.44	—	UTSER1 S&PDCRP	78467Y107
LLY	LILLY ELI & CO	43,733	$15.02M	1.0%	$60.01	+449.7%	COM	532457108
PEP	PEPSICO INC	76,079	$13.87M	0.9%	$62.76	+152.9%	COM	713448108
IJH	ISHARES CORE S&P MID-CAP ETF	54,120	$13.54M	0.9%	$172.88	—	CORE S&P MCP ETF	464287507
JNJ	JOHNSON & JOHNSON	87,326	$13.54M	0.9%	$59.82	+147.2%	COM	478160104
GOOGL	ALPHABET INC CL A	114,212	$11.85M	0.8%	$106.55	-10.6%	CAP STK CL A	02079K305
PATK	PATRICK INDS INC	167,732	$11.54M	0.8%	$38.91	+12.7%	COM	703343103
MRK	MERCK & CO INC	102,483	$10.9M	0.7%	$31.86	+209.8%	COM	58933Y105
JPM	JP MORGAN CHASE & CO	77,181	$10.06M	0.7%	$39.09	+227.9%	COM	46625H100
TMO	THERMO FISHER SCIENTIFIC INC	17,434	$10.05M	0.7%	$102.12	+447.1%	COM	883556102
MCD	MCDONALDS CORP	34,776	$9.724M	0.6%	$72.29	+246.5%	COM	580135101
AMZN	AMAZON.COM INC	93,797	$9.688M	0.6%	$121.57	-20.5%	COM	023135106
CVX	CHEVRON CORPORATION	51,068	$8.332M	0.6%	$77.34	+91.9%	COM	166764100
FVD	FIRST TRUST VALUE LINE DVD	202,171	$8.119M	0.5%	$30.85	—	SHS	33734H106
PG	PROCTER & GAMBLE CO	53,035	$7.886M	0.5%	$56.25	+136.8%	COM	742718109
EEM	ISHARES MSCI EMERGING MKT ETF	194,856	$7.689M	0.5%	$40.27	—	MSCI EMG MKT ETF	464287234
HD	HOME DEPOT INC	25,851	$7.629M	0.5%	$60.64	+369.4%	COM	437076102
ADP	AUTOMATIC DATA PROCESSING INC	33,955	$7.559M	0.5%	$46.01	+359.6%	COM	053015103
NSC	NORFOLK SOUTHERN CORP	34,616	$7.339M	0.5%	$61.74	+251.0%	COM	655844108
COST	COSTCO WHOLESALE CORP	12,881	$6.4M	0.4%	$191.61	+146.0%	COM	22160K105
SPYG	SPDR PORTFOLIO S&P 500 GROWTH	113,264	$6.27M	0.4%	$50.82	—	PRTFLO S&P500 GW	78464A409
GVI	ISHARES INTERMEDIATE GOV/CR ET	58,547	$6.118M	0.4%	$108.75	—	INTRM GOV CR ETF	464288612
GOOG	ALPHABET INC CL C	58,644	$6.099M	0.4%	$107.47	-10.8%	CAP STK CL C	02079K107
AXP	AMERICAN EXPRESS CO	36,843	$6.077M	0.4%	$60.91	+162.7%	COM	025816109
DHR	DANAHER CORP	23,832	$6.007M	0.4%	$33.70	+564.9%	COM	235851102
DIS	DISNEY WALT CO NEW	59,867	$5.994M	0.4%	$58.21	+69.2%	COM	254687106
XOM	EXXON MOBIL CORP	49,945	$5.477M	0.4%	$53.93	+85.8%	COM	30231G102
CSCO	CISCO SYSTEMS INC	96,904	$5.066M	0.3%	$17.21	+160.6%	COM	17275R102
MCHP	MICROCHIP TECHNOLOGY INC	58,170	$4.873M	0.3%	$52.84	+40.6%	COM	595017104
PFE	PFIZER INC	118,785	$4.846M	0.3%	$18.28	+100.0%	COM	717081103
BRK/B	BERKSHIRE HATHAWAY INC-CL B	15,624	$4.824M	0.3%	$150.04	+105.4%	CL B NEW	084670702
ABBV	ABBVIE INC	30,073	$4.793M	0.3%	$59.93	+130.5%	COM	00287Y109
TJX	TJX COS INC	60,340	$4.728M	0.3%	$44.50	+70.0%	COM	872540109
ORCL	ORACLE CORPORATION	50,561	$4.698M	0.3%	$31.29	+171.0%	COM	68389X105
IBM	INTL. BUSINESS MACHINES CORP	35,673	$4.676M	0.3%	$116.96	+3.2%	COM	459200101
COP	CONOCOPHILLIPS	46,186	$4.582M	0.3%	$46.01	+116.2%	COM	20825C104
AGG	ISHARES CORE U.S. AGGREGATE	45,267	$4.51M	0.3%	$111.29	—	CORE US AGGBD ET	464287226
ABT	ABBOTT LABS	42,941	$4.348M	0.3%	$44.41	+125.1%	COM	002824100
ALL	ALLSTATE CORP	38,950	$4.316M	0.3%	$44.62	+164.8%	COM	020002101
MA	MASTERCARD INC CL A	11,849	$4.306M	0.3%	$116.06	+208.0%	CL A	57636Q104
NKE	NIKE INC-CLASS B	33,352	$4.09M	0.3%	$52.14	+123.8%	CL B	654106103
QCOM	QUALCOMM INC	31,223	$3.983M	0.3%	$49.68	+134.3%	COM	747525103
PANW	PALO ALTO NETWORKS INC	19,663	$3.927M	0.3%	$70.28	+20.6%	COM	697435105
HYG	ISHARES IBOXX USD HIGH YIELD	49,426	$3.734M	0.2%	$74.61	—	IBOXX HI YD ETF	464288513
SBUX	STARBUCKS CORP	34,041	$3.545M	0.2%	$46.15	+110.3%	COM	855244109
XLRE	REAL ESTATE SELECT SECT SPDR	91,482	$3.42M	0.2%	$39.05	—	RL EST SEL SEC	81369Y860
NVDA	NVIDIA CORP	12,153	$3.376M	0.2%	$16.48	+31.2%	COM	67066G104
LKFN	LAKELAND FINL CORP	53,654	$3.361M	0.2%	$18.90	+234.6%	COM	511656100
AWK	AMERICAN WATER WORKS CO INC	22,124	$3.241M	0.2%	$38.28	+262.9%	COM	030420103
WMT	WALMART INC	21,514	$3.172M	0.2%	$28.88	+58.6%	COM	931142103
V	VISA INC CL A	13,970	$3.15M	0.2%	$114.59	+90.1%	COM CL A	92826C839
ISRG	INTUITIVE SURGICAL INC	12,292	$3.14M	0.2%	$287.33	-14.3%	COM NEW	46120E602
MET	METLIFE INC	53,388	$3.093M	0.2%	$33.45	+84.7%	COM	59156R108
MMM	3M CO	28,994	$3.048M	0.2%	$66.67	+27.3%	COM	88579Y101
VZ	VERIZON COMMUNICATIONS	77,386	$3.01M	0.2%	$28.60	+14.3%	COM	92343V104
BMY	BRISTOL MYERS SQUIBB CO	43,073	$2.985M	0.2%	$34.19	+79.9%	COM	110122108
BAC	BANK OF AMERICA CORP	103,769	$2.968M	0.2%	$20.46	+49.4%	COM	060505104
WM	WASTE MANAGEMENT INC	17,579	$2.868M	0.2%	$35.17	+316.2%	COM	94106L109
CTS	CTS CORP	57,351	$2.837M	0.2%	$30.27	+46.3%	COM	126501105
LMT	LOCKHEED MARTIN CORP	5,923	$2.8M	0.2%	$334.80	+29.4%	COM	539830109
TRV	TRAVELERS COMPANIES INC	16,057	$2.752M	0.2%	$65.65	+162.0%	COM	89417E109
DE	DEERE & CO	6,642	$2.742M	0.2%	$83.36	+376.3%	COM	244199105
BX	BLACKSTONE INC	31,023	$2.725M	0.2%	$54.30	+49.5%	COM	09260D107
EL	LAUDER ESTEE COS CL-A	10,984	$2.707M	0.2%	$90.37	+166.4%	CL A	518439104
APD	AIR PRODUCTS & CHEMICALS INC	9,360	$2.688M	0.2%	$64.67	+317.7%	COM	009158106
RTX	RAYTHEON TECHNOLOGIES CORP	26,368	$2.582M	0.2%	$57.84	+59.6%	COM	75513E101
NEE	NEXTERA ENERGY INC	33,173	$2.557M	0.2%	$60.57	+16.6%	COM	65339F101
AVGO	BROADCOM INC	3,976	$2.551M	0.2%	$26.33	+118.7%	COM	11135F101
AEP	AMERICAN ELEC PWR INC	27,706	$2.521M	0.2%	$36.75	+123.3%	COM	025537101
IBB	ISHARES BIOTECHNOLOGY ETF	18,132	$2.342M	0.2%	$156.96	—	ISHARES BIOTECH	464287556
SPYV	SPDR PORTFOLIO S&P 500 VALUE E	56,716	$2.309M	0.2%	$36.95	—	PRTFLO S&P500 VL	78464A508
LOW	LOWES COS INC	11,480	$2.296M	0.2%	$82.46	+133.1%	COM	548661107
CAT	CATERPILLAR INC	9,908	$2.267M	0.2%	$83.64	+175.7%	COM	149123101
HCA	HCA HEALTHCARE INC	8,582	$2.263M	0.2%	$86.91	+185.4%	COM	40412C101
YUM	YUM! BRANDS INC	16,915	$2.234M	0.1%	$50.43	+141.4%	COM	988498101
BA	BOEING CO	10,368	$2.202M	0.1%	$175.30	+18.5%	COM	097023105
KMB	KIMBERLY CLARK CORP	16,110	$2.162M	0.1%	$63.06	+84.3%	COM	494368103
SYY	SYSCO CORP	27,029	$2.087M	0.1%	$29.52	+139.4%	COM	871829107
—	ACTIVISION BLIZZARD, INC	24,303	$2.08M	0.1%	$55.80	—	COM	00507V109
PYPL	PAYPAL HOLDINGS INC	25,188	$1.913M	0.1%	$59.82	+28.5%	COM	70450Y103
GD	GENERAL DYNAMICS CORP	8,181	$1.867M	0.1%	$122.26	+78.1%	COM	369550108
FTV	FORTIVE CORP	26,761	$1.824M	0.1%	$33.14	+49.9%	COM	34959J108
IEFA	ISHARES CORE MSCI EAFE ETF	27,261	$1.822M	0.1%	$69.29	—	CORE MSCI EAFE	46432F842
FNOV	FT CBOE VEST US EQUITY BUFF	47,950	$1.803M	0.1%	$35.84	—	CBOE EQT BUFER	33740F847
GLD	SPDR GOLD TRUST	9,628	$1.764M	0.1%	$167.17	—	GOLD SHS	78463V107
INTC	INTEL CORP	52,965	$1.73M	0.1%	$17.47	+57.6%	COM	458140100
ZBH	ZIMMER BIOMET HOLDINGS INC	12,339	$1.594M	0.1%	$106.47	+14.9%	COM	98956P102
QQQ	INVESCO QQQ TRUST SERIES 1	4,875	$1.565M	0.1%	$203.11	—	UNIT SER 1	46090E103
CMG	CHIPOTLE MEXICAN GRILL INC	909	$1.553M	0.1%	$15.97	+96.8%	COM	169656105
DD	DUPONT DE NEMOURS INC	21,003	$1.507M	0.1%	$27.24	+5.2%	COM	26614N102
USB	US BANCORP NEW	41,449	$1.494M	0.1%	$23.89	+61.7%	COM NEW	902973304
MDT	MEDTRONIC PLC	18,525	$1.493M	0.1%	$61.41	+21.4%	SHS	G5960L103
T	AT&T INC	72,384	$1.393M	0.1%	$12.36	+32.3%	COM	00206R102
DOW	DOW INC	25,332	$1.389M	0.1%	$37.52	+26.1%	COM	260557103
NUE	NUCOR CORP	8,771	$1.355M	0.1%	$32.73	+365.3%	COM	670346105
DFEB	FT CBOE VEST US EQY DEEP BUF	40,255	$1.354M	0.1%	$33.80	—	US EQT DEEP DUFR	33740F771
UPS	UNITED PARCEL SERVICE CL B	6,926	$1.344M	0.1%	$100.50	+57.4%	CL B	911312106
MS	MORGAN STANLEY	15,300	$1.343M	0.1%	$29.35	+188.9%	COM NEW	617446448
CTVA	CORTEVA INC	21,921	$1.322M	0.1%	$27.36	+116.1%	COM	22052L104
BP	BP PLC SPONS ADR	34,342	$1.303M	0.1%	$33.08	—	SPONSORED ADR	055622104
SCHW	CHARLES SCHWAB CORP	24,468	$1.282M	0.1%	$34.63	+102.8%	COM	808513105
GE	GENERAL ELECTRIC CO	13,218	$1.264M	0.1%	$62.59	+5.3%	COM NEW	369604301
KO	COCA COLA CO	19,609	$1.216M	0.1%	$37.83	+46.5%	COM	191216100
UNP	UNION PAC CORP	6,013	$1.21M	0.1%	$121.35	+56.1%	COM	907818108
XLU	UTILITIES SELECT SECTOR SPDR	17,312	$1.172M	0.1%	$48.98	—	SBI INT-UTILS	81369Y886
IVV	ISHARES CORE S&P 500 ETF	2,843	$1.169M	0.1%	$278.88	—	CORE S&P500 ETF	464287200
ZTS	ZOETIS INC	6,931	$1.154M	0.1%	$75.87	+109.6%	CL A	98978V103
ELV	ELEVANCE HEALTH INC	2,349	$1.08M	0.1%	$230.01	+97.9%	COM	036752103
ROK	ROCKWELL AUTOMATION INC	3,666	$1.076M	0.1%	$94.07	+187.6%	COM	773903109
SYK	STRYKER CORPORATION	3,750	$1.071M	0.1%	$175.70	+46.7%	COM	863667101
IWR	ISHARES RUSSELL MIDCAP ETF	14,908	$1.042M	0.1%	$76.50	—	RUS MID CAP ETF	464287499
DUK	DUKE ENERGY CORP	10,549	$1.018M	0.1%	$53.11	+66.0%	COM NEW	26441C204
CVS	CVS HEALTH CORP	13,155	$978K	0.1%	$61.35	+22.6%	COM	126650100
ESGU	ISHARES ESG AWARE MSCI USA ETF	10,792	$976K	0.1%	$90.12	—	ESG AWR MSCI USA	46435G425
LHX	L3 HARRIS TECHNOLOGIES INC	4,933	$968K	0.1%	$174.45	+10.1%	COM	502431109
EW	EDWARDS LIFESCIENCES CORP	11,426	$945K	0.1%	$59.51	+32.1%	COM	28176E108
VB	VANGUARD SMALL-CAP ETF	4,979	$944K	0.1%	$165.35	—	SMALL CP ETF	922908751
CMCSA	COMCAST CORP-CL A	24,576	$932K	0.1%	$29.59	+17.0%	CL A	20030N101
HBNC	HORIZON BANCORP INC/IN	82,169	$909K	0.1%	$14.93	-3.8%	COM	440407104
—	PUTNAM MUNI OPPORTUNITIES TR	87,482	$906K	0.1%	$11.68	—	SH BEN INT	746922103
ENB	ENBRIDGE INCORPORATED	23,502	$897K	0.1%	$24.79	+30.9%	COM	29250N105
CBT	CABOT CORP	11,693	$896K	0.1%	$27.93	+152.8%	COM	127055101
CRM	SALESFORCE INC	4,428	$885K	0.1%	$124.07	+34.5%	COM	79466L302
TXN	TEXAS INSTRUMENTS INC	4,651	$865K	0.1%	$108.14	+49.2%	COM	882508104
AMGN	AMGEN INC	3,487	$843K	0.1%	$120.08	+86.6%	COM	031162100
KEY	KEYCORP	66,767	$836K	0.1%	$13.65	+5.1%	COM	493267108
—	BLACKROCK INC CL A	1,211	$810K	0.1%	$616.02	—	COM	09247X101
META	META PLATFORMS INC CL A	3,810	$807K	0.1%	$120.39	+40.5%	CL A	30303M102
GWW	GRAINGER W W INC	1,160	$799K	0.1%	$191.95	+223.8%	COM	384802104
ADBE	ADOBE INC	2,044	$788K	0.1%	$326.33	+8.9%	COM	00724F101
GPN	GLOBAL PAYMENTS INC	7,474	$787K	0.1%	$145.89	-27.9%	COM	37940X102
UNH	UNITEDHEALTH GROUP INC	1,647	$778K	0.1%	$204.88	+123.2%	COM	91324P102
YUMC	YUM CHINA HOLDINGS INC	12,171	$772K	0.1%	$27.84	+116.8%	COM	98850P109
VUG	VANGUARD GROWTH ETF	3,075	$767K	0.1%	$228.47	—	GROWTH ETF	922908736
ITW	ILLINOIS TOOL WKS INC	3,125	$761K	0.1%	$140.86	+54.5%	COM	452308109
DOCT	FT CBOE VEST US DEEP BUFF OCT	23,034	$756K	0.1%	$33.08	—	VEST US EQT DEP	33740F672
MRVL	MARVELL TECHNOLOGY INC	17,378	$752K	0.1%	$56.62	-26.4%	COM	573874104
NI	NISOURCE INC	26,420	$739K	0.0%	$11.02	+125.8%	COM	65473P105
TGT	TARGET CORP	4,432	$734K	0.0%	$82.01	+81.2%	COM	87612E106
FBT	FIRST TRUST NYSE ARCA BIOTEC	4,694	$728K	0.0%	$140.78	—	NY ARCA BIOTECH	33733E203
XLE	ENERGY SELECT SECTOR SPDR	8,703	$721K	0.0%	$73.98	—	ENERGY	81369Y506
WFC	WELLS FARGO & CO	19,162	$716K	0.0%	$33.91	+19.3%	COM	949746101
PSX	PHILLIPS 66	6,899	$699K	0.0%	$57.47	+59.5%	COM	718546104
MAS	MASCO CORP	13,677	$680K	0.0%	$28.27	+73.0%	COM	574599106
DNOV	FT CBOE VEST US EQUITY DEEP	19,637	$673K	0.0%	$34.16	—	CBOE EQT DEP NOV	33740F839
HUM	HUMANA INC	1,351	$656K	0.0%	$158.42	+202.0%	COM	444859102
ESGD	ISHARES ESG AWARE MSCI EAFE ET	9,065	$651K	0.0%	$70.19	—	ESG AW MSCI EAFE	46435G516
ADM	ARCHER DANIELS MIDLAND CO	7,874	$627K	0.0%	$27.13	+174.2%	COM	039483102
GIS	GENERAL MLS INC	7,325	$626K	0.0%	$32.49	+121.4%	COM	370334104
IWP	ISHARES RUSSELL MIDCAP GRWTH E	6,810	$620K	0.0%	$94.96	—	RUS MD CP GR ETF	464287481
EOG	EOG RES INC	5,220	$598K	0.0%	$66.16	+65.2%	COM	26875P101
INTU	INTUIT INC	1,298	$579K	0.0%	$144.09	+179.8%	COM	461202103
LULU	LULULEMON ATHLETICA INC	1,569	$571K	0.0%	$333.10	-5.9%	COM	550021109
EBAY	EBAY INC	12,815	$569K	0.0%	$23.94	+80.9%	COM	278642103
MPC	MARATHON PETROLEUM CORPORATION	4,197	$566K	0.0%	$52.47	+124.1%	COM	56585A102
VOO	VANGUARD S&P 500 ETF	1,460	$549K	0.0%	$218.67	—	S&P 500 ETF SHS	922908363
SLB	SCHLUMBERGER LTD	10,896	$535K	0.0%	$26.43	+86.9%	COM STK	806857108
DLR	DIGITAL REALTY TRUST INC REIT	5,422	$533K	0.0%	$131.05	-27.3%	COM	253868103
FISV	FISERV INC	4,715	$533K	0.0%	$68.79	+59.9%	COM	337738108
FDX	FEDEX CORPORATION	2,325	$531K	0.0%	$219.73	-13.2%	COM	31428X106
CAH	CARDINAL HEALTH INC	6,714	$507K	0.0%	$37.35	+91.5%	COM	14149Y108
QMAR	FT CBOE VEST NASDAQ-100 BUFF	22,500	$499K	0.0%	$22.67	—	CBOE VEST NAS100	33740F581
GLW	CORNING INC	13,991	$494K	0.0%	$13.68	+134.7%	COM	219350105
CB	CHUBB LTD	2,508	$487K	0.0%	$112.43	+80.3%	COM	H1467J104
D	DOMINION ENERGY INC	8,677	$485K	0.0%	$47.27	+7.0%	COM	25746U109
BAX	BAXTER INTL INC	11,822	$480K	0.0%	$42.97	-8.3%	COM	071813109
EMR	EMERSON ELEC CO	5,241	$457K	0.0%	$44.56	+85.4%	COM	291011104
JNK	SPDR BLOOMBERG HIGH YIELD BOND	4,903	$455K	0.0%	$108.91	—	BLOOMBERG HIGH Y	78468R622
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	7,298	$445K	0.0%	$41.19	+45.0%	CL A	192446102
CI	THE CIGNA GROUP	1,718	$439K	0.0%	$190.77	+44.8%	COM	125523100
NOC	NORTHROP GRUMMAN CORPORATION	950	$439K	0.0%	$211.91	+108.6%	COM	666807102
CARR	CARRIER GLOBAL CORP	9,536	$436K	0.0%	$17.78	+142.4%	COM	14448C104
ETN	EATON CORP PLC	2,529	$433K	0.0%	$112.56	+42.3%	SHS	G29183103
CSX	CSX CORP	14,192	$425K	0.0%	$25.28	+16.6%	COM	126408103
OTIS	OTIS WORLDWIDE CORP	4,978	$420K	0.0%	$49.96	+58.0%	COM	68902V107
IWS	ISHARES RUSSELL MIDCAP VALUE E	3,952	$420K	0.0%	$64.09	—	RUS MDCP VAL ETF	464287473
CMI	CUMMINS INC	1,753	$419K	0.0%	$120.15	+89.7%	COM	231021106
DRI	DARDEN RESTAURANTS INC	2,624	$407K	0.0%	$31.32	+331.4%	COM	237194105
ADI	ANALOG DEVICES INC	2,047	$404K	0.0%	$155.29	+9.8%	COM	032654105
WEC	WEC ENERGY GROUP INC	4,202	$398K	0.0%	$38.06	+119.5%	COM	92939U106
AMT	AMERICAN TOWER CORP REIT	1,857	$379K	0.0%	$171.64	+10.5%	COM	03027X100
SCHD	SCHWAB US DVD EQUITY ETF	5,160	$378K	0.0%	$73.61	—	US DIVIDEND EQ	808524797
ACN	ACCENTURE PLC CL A	1,317	$376K	0.0%	$308.63	-15.3%	SHS CLASS A	G1151C101
IWB	ISHARES RUSSELL 1000 ETF	1,661	$374K	0.0%	$190.32	—	RUS 1000 ETF	464287622
BCE	BCE INC	8,283	$371K	0.0%	$36.50	-1.2%	COM NEW	05534B760
DLTR	DOLLAR TREE INC	2,481	$356K	0.0%	$91.46	+58.6%	COM	256746108
GEHC	GE HEALTHCARE TECHNOLOGIES INC	4,326	$355K	0.0%	$71.08	0.0%	COMMON STOCK	36266G107
LQD	ISHARES IBOXX INV GRD CORP BON	3,199	$351K	0.0%	$117.94	—	IBOXX INV CP ETF	464287242
BDX	BECTON DICKINSON	1,370	$339K	0.0%	$206.83	+12.3%	COM	075887109
TFC	TRUIST FINANCIAL CORP	9,724	$332K	0.0%	$42.98	-13.2%	COM	89832Q109
WEN	WENDY'S CO/THE	15,085	$329K	0.0%	$6.89	+218.7%	COM	95058W100
CME	CME GROUP INC.	1,710	$327K	0.0%	$67.16	+141.2%	COM	12572Q105
VTWO	VANGUARD RUSSELL 2000 ETF	4,491	$324K	0.0%	$113.15	—	VNG RUS2000IDX	92206C664
FSEP	FT CBOE VEST US EQ BUFF SERP	8,885	$314K	0.0%	$33.90	—	FT CBOE VEST US	33740U307
J	JACOBS SOLUTIONS INC	2,647	$311K	0.0%	$100.68	-3.4%	COM	46982L108
XLB	MATERIALS SELECT SPDR FUND	3,829	$309K	0.0%	$80.84	—	SBI MATERIALS	81369Y100
MDLZ	MONDELEZ INTERNATIONAL INC	4,400	$307K	0.0%	$43.29	+41.2%	CL A	609207105
SO	SOUTHERN COMPANY	4,236	$295K	0.0%	$44.01	+37.9%	COM	842587107
ONB	OLD NATL BANCORP	20,394	$294K	0.0%	$15.55	+8.9%	COM	680033107
AMAT	APPLIED MATERIALS INC	2,364	$290K	0.0%	$93.28	+20.0%	COM	038222105
IVOO	VANGUARD S&P MID CAP 400 ETF	3,404	$288K	0.0%	$84.68	—	MIDCP 400 IDX	921932885
CLX	CLOROX COMPANY	1,808	$286K	0.0%	$91.15	+49.5%	COM	189054109
VO	VANGUARD IND FD MID-CAP	1,336	$282K	0.0%	$205.41	—	MID CAP ETF	922908629
—	ISHARES IBONDS DEC 2023 TERM C	10,938	$276K	0.0%	$26.24	—	IBONDS DEC23 ETF	46434VAX8
ET	ENERGY TRANSFER LP	21,444	$267K	0.0%	$9.56	—	COM UT LTD PTN	29273V100
DJUL	FT CBOE VEST US EQ DEEP BUF	8,226	$266K	0.0%	$32.60	—	CBOE VEST US EQT	33740F698
VBR	VANGUARD SMALL CAP VALUE ETF	1,645	$261K	0.0%	$165.24	—	SM CP VAL ETF	922908611
MO	ALTRIA GROUP INC	5,802	$259K	0.0%	$22.88	+58.6%	COM	02209S103
FOCT	FT CBOE VEST US EQ BUFF OCT	7,248	$254K	0.0%	$35.73	—	VEST US EQTY BUF	33740F664
PM	PHILIP MORRIS INTERNATIONAL	2,592	$252K	0.0%	$57.70	+50.7%	COM	718172109
SRE	SEMPRA	1,621	$245K	0.0%	$55.42	+25.9%	COM	816851109
RSG	REPUBLIC SERVICES INC	1,789	$242K	0.0%	$87.87	+40.1%	COM	760759100
ESML	ISHARES ESG AWARE MSCI USA SM-	7,106	$242K	0.0%	$38.82	—	ESG AWARE MSCI	46435U663
FICO	FAIR ISAAC CORP	338	$238K	0.0%	$526.19	+26.4%	COM	303250104
XLK	TECHNOLOGY SELECT SECT SPDR	1,543	$233K	0.0%	$124.44	—	TECHNOLOGY	81369Y803
VBK	VANGUARD SMALL-CAP GROWTH ETF	1,067	$231K	0.0%	$216.41	—	SML CP GRW ETF	922908595
AIG	AMERICAN INTERNATIONAL GROUP	4,517	$227K	0.0%	$32.13	+70.2%	COM NEW	026874784
VTV	VANGUARD VALUE ETF	1,635	$226K	0.0%	$138.11	—	VALUE ETF	922908744
DXCM	DEXCOM	1,900	$221K	0.0%	$109.79	+2.0%	COM	252131107
FAD	FIRST TRUST MULTI CAP GROWTH	2,250	$220K	0.0%	$85.99	—	COM SHS	33733F101
PGR	PROGRESSIVE CORP OHIO	1,494	$214K	0.0%	$115.68	+8.9%	COM	743315103
MCK	MCKESSON CORP	598	$213K	0.0%	$341.28	+4.4%	COM	58155Q103
CTAS	CINTAS CORP	460	$213K	0.0%	$105.21	+2.2%	COM	172908105
FAPR	FT CBOE VEST US EQ BUFF APR ET	6,817	$211K	0.0%	$30.89	—	CBOE VEST US EQT	33740U885
DJAN	FT CBOE VEST US EQ DEEP JAN	6,682	$208K	0.0%	$30.38	—	CBOE VEST US EQT	33740F631
AZN	ASTRAZENECA PLC SPONS ADR	2,986	$207K	0.0%	$69.41	—	SPONSORED ADR	046353108
CC	THE CHEMOURS COMPANY	6,818	$204K	0.0%	$26.65	+10.5%	COM	163851108
FJAN	FT CBOE VEST US EQ BUFF JAN	5,850	$204K	0.0%	$34.88	—	FT CBOE VEST BFR	33740F623
CL	COLGATE PALMOLIVE CO	2,709	$204K	0.0%	$45.34	+53.5%	COM	194162103
STLD	STEEL DYNAMICS INC	1,800	$204K	0.0%	$111.23	0.0%	COM	858119100
PPG	PPG INDUSTRIES INC	1,517	$203K	0.0%	$114.48	+5.8%	COM	693506107
VTI	VANGUARD TOTAL STOCK MARKET ET	983	$201K	0.0%	$204.10	—	TOTAL STK MKT	922908769
—	MATTERPORT INC CL A	18,692	$51,029	0.0%	$2.73	—	COM CL A	577096100
—	SAB BIOTHERAPEUTICS INC	10,000	$4,400	0.0%	$1.50	—	COM	78397T103
—	TRINE II ACQ CORP - WTS 12	86,000	$860	0.0%	$0.28	—	*W EXP 99/99/999	G9059F118