Avantax Planning Partners, Inc. Form 13F-HR Filed 2025-04-29

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	July 31, 2015
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	1,324,633	9,020	SH		SOLE		0	0	9,020
ABBOTT LABS	COM	002824100	3,162,142	23,838	SH		SOLE		0	0	23,838
ABBVIE INC	COM	00287Y109	11,946,696	57,019	SH		SOLE		0	0	57,019
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	1,084,498	3,476	SH		SOLE		0	0	3,476
ADOBE INC	COM	00724F101	1,136,399	2,963	SH		SOLE		0	0	2,963
ADVANCED MICRO DEVICES INC	COM	007903107	1,177,858	11,464	SH		SOLE		0	0	11,464
AFLAC INC	COM	001055102	391,389	3,520	SH		SOLE		0	0	3,520
AGNC INVT CORP	COM	00123Q104	130,336	13,605	SH		SOLE		0	0	13,605
AGNICO EAGLE MINES LTD	COM	008474108	302,139	2,787	SH		SOLE		0	0	2,787
ALLETE INC	COM NEW	018522300	242,499	3,691	SH		SOLE		0	0	3,691
ALLIANT ENERGY CORP	COM	018802108	1,677,798	26,073	SH		SOLE		0	0	26,073
ALLSTATE CORP	COM	020002101	529,892	2,559	SH		SOLE		0	0	2,559
ALPHABET INC	CAP STK CL A	02079K305	3,574,351	23,114	SH		SOLE		0	0	23,114
ALPHABET INC	CAP STK CL C	02079K107	1,436,054	9,192	SH		SOLE		0	0	9,192
ALPS ETF TR	INTL SEC DV DOG	00162Q718	31,684,768	1,000,981	SH		SOLE		0	0	1,000,981
ALTRIA GROUP INC	COM	02209S103	6,623,064	110,348	SH		SOLE		0	0	110,348
AMAZON COM INC	COM	023135106	9,035,257	47,489	SH		SOLE		0	0	47,489
AMER STATES WTR CO	COM	029899101	268,614	3,414	SH		SOLE		0	0	3,414
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	025072232	597,854	8,398	SH		SOLE		0	0	8,398
AMERICAN CENTY ETF TR	AVANTIS EMERGING	02507A101	273,260	5,618	SH		SOLE		0	0	5,618
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	025072604	27,243,680	452,778	SH		SOLE		0	0	452,778
AMERICAN CENTY ETF TR	US EQT ETF	025072885	217,463	2,354	SH		SOLE		0	0	2,354
AMERICAN CENTY ETF TR	US SML CP VALU	025072877	71,269,728	817,595	SH		SOLE		0	0	817,595
AMERICAN ELEC PWR CO INC	COM	025537101	246,464	2,256	SH		SOLE		0	0	2,256
AMERICAN EXPRESS CO	COM	025816109	759,774	2,824	SH		SOLE		0	0	2,824
AMERICAN TOWER CORP NEW	COM	03027X100	491,532	2,259	SH		SOLE		0	0	2,259
AMERIPRISE FINL INC	COM	03076C106	243,507	503	SH		SOLE		0	0	503
AMGEN INC	COM	031162100	8,305,522	26,659	SH		SOLE		0	0	26,659
APPLE INC	COM	037833100	30,096,058	135,488	SH		SOLE		0	0	135,488
APPLIED MATLS INC	COM	038222105	1,306,660	9,004	SH		SOLE		0	0	9,004
APPLOVIN CORP	COM CL A	03831W108	299,416	1,130	SH		SOLE		0	0	1,130
ARCHER DANIELS MIDLAND CO	COM	039483102	1,957,316	40,769	SH		SOLE		0	0	40,769
AT&T INC	COM	00206R102	1,291,360	45,663	SH		SOLE		0	0	45,663
ATMOS ENERGY CORP	COM	049560105	219,504	1,420	SH		SOLE		0	0	1,420
AUTOMATIC DATA PROCESSING IN	COM	053015103	1,834,799	6,005	SH		SOLE		0	0	6,005
BANK AMERICA CORP	COM	060505104	4,537,955	108,746	SH		SOLE		0	0	108,746
BARRICK GOLD CORP	COM	067901108	211,254	10,867	SH		SOLE		0	0	10,867
BAXTER INTL INC	COM	071813109	210,857	6,160	SH		SOLE		0	0	6,160
BECTON DICKINSON & CO	COM	075887109	242,575	1,059	SH		SOLE		0	0	1,059
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	3,193,766	4	SH		SOLE		0	0	4
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	7,575,951	14,225	SH		SOLE		0	0	14,225
BEST BUY INC	COM	086516101	208,464	2,832	SH		SOLE		0	0	2,832
BLACK HILLS CORP	COM	092113109	1,765,376	29,108	SH		SOLE		0	0	29,108
BLACKROCK ENHANCED EQUITY DI	COM	09251A104	426,857	49,635	SH		SOLE		0	0	49,635
BLACKROCK INC	COM	09290D101	5,701,077	6,023	SH		SOLE		0	0	6,023
BLACKSTONE INC	COM	09260D107	502,440	3,595	SH		SOLE		0	0	3,595
BLUE OWL CAPITAL CORPORATION	COM	69121K104	1,149,168	78,388	SH		SOLE		0	0	78,388
BOEING CO	COM	097023105	717,937	4,210	SH		SOLE		0	0	4,210
BOOKING HOLDINGS INC	COM	09857L108	1,088,165	236	SH		SOLE		0	0	236
BOSTON SCIENTIFIC CORP	COM	101137107	483,720	4,795	SH		SOLE		0	0	4,795
BP PLC	SPONSORED ADR	055622104	208,737	6,177	SH		SOLE		0	0	6,177
BRISTOL-MYERS SQUIBB CO	COM	110122108	3,468,943	56,877	SH		SOLE		0	0	56,877
BROADCOM INC	COM	11135F101	8,794,046	52,524	SH		SOLE		0	0	52,524
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	280,041	1,155	SH		SOLE		0	0	1,155
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	G16252101	512,057	17,189	SH		SOLE		0	0	17,189
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	685,387	6,693	SH		SOLE		0	0	6,693
CAESARS ENTERTAINMENT INC NE	COM	12769G100	568,525	22,741	SH		SOLE		0	0	22,741
CAL MAINE FOODS INC	COM NEW	128030202	224,523	2,470	SH		SOLE		0	0	2,470
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	14020G101	547,837	15,995	SH		SOLE		0	0	15,995
CARDINAL HEALTH INC	COM	14149Y108	256,875	1,865	SH		SOLE		0	0	1,865
CARRIER GLOBAL CORPORATION	COM	14448C104	215,314	3,396	SH		SOLE		0	0	3,396
CASEYS GEN STORES INC	COM	147528103	1,775,658	4,091	SH		SOLE		0	0	4,091
CATERPILLAR INC	COM	149123101	2,112,814	6,406	SH		SOLE		0	0	6,406
CERO THERAPEUTICS HLDGS INC	COM NEW	71902K303	54,254	74,321	SH		SOLE		0	0	74,321
CHARTER COMMUNICATIONS INC N	CL A	16119P108	6,036,153	16,379	SH		SOLE		0	0	16,379
CHEMED CORP NEW	COM	16359R103	315,044	512	SH		SOLE		0	0	512
CHEVRON CORP NEW	COM	166764100	9,885,166	59,090	SH		SOLE		0	0	59,090
CHUBB LIMITED	COM	H1467J104	236,458	783	SH		SOLE		0	0	783
CHURCH & DWIGHT CO INC	COM	171340102	219,519	1,994	SH		SOLE		0	0	1,994
CISCO SYS INC	COM	17275R102	8,707,179	141,098	SH		SOLE		0	0	141,098
CITIGROUP INC	COM NEW	172967424	238,509	3,360	SH		SOLE		0	0	3,360
CLOROX CO DEL	COM	189054109	363,855	2,471	SH		SOLE		0	0	2,471
COCA COLA CO	COM	191216100	12,470,602	174,122	SH		SOLE		0	0	174,122
COHERENT CORP	COM	19247G107	311,777	4,801	SH		SOLE		0	0	4,801
COLGATE PALMOLIVE CO	COM	194162103	506,675	5,407	SH		SOLE		0	0	5,407
COMCAST CORP NEW	CL A	20030N101	365,937	9,917	SH		SOLE		0	0	9,917
CONOCOPHILLIPS	COM	20825C104	3,406,363	32,435	SH		SOLE		0	0	32,435
CONSOLIDATED EDISON INC	COM	209115104	725,994	6,565	SH		SOLE		0	0	6,565
CONSTELLATION BRANDS INC	CL A	21036P108	794,642	4,330	SH		SOLE		0	0	4,330
CONSTELLATION ENERGY CORP	COM	21037T109	425,238	2,109	SH		SOLE		0	0	2,109
CORNING INC	COM	219350105	214,939	4,695	SH		SOLE		0	0	4,695
CORTEVA INC	COM	22052L104	285,655	4,539	SH		SOLE		0	0	4,539
COSTCO WHSL CORP NEW	COM	22160K105	9,505,645	10,051	SH		SOLE		0	0	10,051
CSX CORP	COM	126408103	362,372	12,313	SH		SOLE		0	0	12,313
CUMMINS INC	COM	231021106	257,961	823	SH		SOLE		0	0	823
CURTISS WRIGHT CORP	COM	231561101	318,175	1,003	SH		SOLE		0	0	1,003
DANAHER CORPORATION	COM	235851102	500,200	2,440	SH		SOLE		0	0	2,440
DEERE & CO	COM	244199105	11,076,056	23,599	SH		SOLE		0	0	23,599
DELL TECHNOLOGIES INC	CL C	24703L202	221,757	2,433	SH		SOLE		0	0	2,433
DICKS SPORTING GOODS INC	COM	253393102	201,560	1,000	SH		SOLE		0	0	1,000
DIGITAL RLTY TR INC	COM	253868103	306,641	2,140	SH		SOLE		0	0	2,140
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	25434V302	7,358,016	284,203	SH		SOLE		0	0	284,203
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	25434V708	18,782,185	569,330	SH		SOLE		0	0	569,330
DIMENSIONAL ETF TRUST	US EQUITY MARKET	25434V401	1,748,235	28,906	SH		SOLE		0	0	28,906
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	25434V666	4,087,576	133,712	SH		SOLE		0	0	133,712
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	25434V724	1,546,859	37,536	SH		SOLE		0	0	37,536
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	25434V500	304,964	5,104	SH		SOLE		0	0	5,104
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	25434V815	7,643,429	271,525	SH		SOLE		0	0	271,525
DIMENSIONAL ETF TRUST	WORLD EX US CORE	25434V880	1,916,818	73,161	SH		SOLE		0	0	73,161
DISNEY WALT CO	COM	254687106	645,886	6,544	SH		SOLE		0	0	6,544
DNP SELECT INCOME FD INC	COM	23325P104	111,174	11,241	SH		SOLE		0	0	11,241
DUKE ENERGY CORP NEW	COM NEW	26441C204	1,057,781	8,672	SH		SOLE		0	0	8,672
DUPONT DE NEMOURS INC	COM	26614N102	276,389	3,701	SH		SOLE		0	0	3,701
EATON CORP PLC	SHS	G29183103	553,780	2,037	SH		SOLE		0	0	2,037
EATON VANCE TX ADV GLBL DIV	COM	27828S101	285,233	15,655	SH		SOLE		0	0	15,655
ELI LILLY & CO	COM	532457108	4,412,309	5,342	SH		SOLE		0	0	5,342
EMERSON ELEC CO	COM	291011104	1,156,487	10,548	SH		SOLE		0	0	10,548
ENBRIDGE INC	COM	29250N105	515,466	11,633	SH		SOLE		0	0	11,633
ENERGY TRANSFER L P	COM UT LTD PTN	29273V100	564,558	30,369	SH		SOLE		0	0	30,369
ENTERPRISE PRODS PARTNERS L	COM	293792107	867,024	25,396	SH		SOLE		0	0	25,396
EOG RES INC	COM	26875P101	4,538,978	35,394	SH		SOLE		0	0	35,394
ESSEX PPTY TR INC	COM	297178105	310,862	1,014	SH		SOLE		0	0	1,014
EXELON CORP	COM	30161N101	339,742	7,373	SH		SOLE		0	0	7,373
EXXON MOBIL CORP	COM	30231G102	9,631,601	80,985	SH		SOLE		0	0	80,985
FASTENAL CO	COM	311900104	10,949,672	141,195	SH		SOLE		0	0	141,195
FEDERAL AGRIC MTG CORP	CL C	313148306	232,137	1,238	SH		SOLE		0	0	1,238
FEDERATED HERMES INC	CL B	314211103	285,390	7,000	SH		SOLE		0	0	7,000
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	33739N108	32,229,451	639,192	SH		SOLE		0	0	639,192
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	33739E108	435,212	24,742	SH		SOLE		0	0	24,742
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	33733E104	1,134,483	12,656	SH		SOLE		0	0	12,656
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	33739Q705	239,212	4,735	SH		SOLE		0	0	4,735
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	33738D101	394,584	10,525	SH		SOLE		0	0	10,525
FIRST TR EXCHNG TRADED FD VI	TCW UNCONSTRAI	33740F888	1,967,166	79,481	SH		SOLE		0	0	79,481
FIRST TR LRG CP VL ALPHADEX	COM SHS	33735J101	219,036	2,855	SH		SOLE		0	0	2,855
FIRST TR NASDAQ 100 TECH IND	SHS	337345102	281,436	1,622	SH		SOLE		0	0	1,622
FIRST TR VALUE LINE DIVID IN	SHS	33734H106	276,012	6,190	SH		SOLE		0	0	6,190
FLEX LTD	ORD	Y2573F102	482,472	14,585	SH		SOLE		0	0	14,585
FORD MTR CO	COM	345370860	335,137	33,413	SH		SOLE		0	0	33,413
GALLAGHER ARTHUR J & CO	COM	363576109	936,867	2,714	SH		SOLE		0	0	2,714
GARMIN LTD	SHS	H2906T109	464,007	2,137	SH		SOLE		0	0	2,137
GE AEROSPACE	COM NEW	369604301	328,642	1,642	SH		SOLE		0	0	1,642
GENERAL DYNAMICS CORP	COM	369550108	915,056	3,357	SH		SOLE		0	0	3,357
GENERAL MLS INC	COM	370334104	413,627	6,918	SH		SOLE		0	0	6,918
GENUINE PARTS CO	COM	372460105	1,692,215	14,204	SH		SOLE		0	0	14,204
GILEAD SCIENCES INC	COM	375558103	414,905	3,703	SH		SOLE		0	0	3,703
GLOBAL X FDS	S&P 500 COVERED	37954Y475	2,710,278	68,632	SH		SOLE		0	0	68,632
GRAINGER W W INC	COM	384802104	472,183	478	SH		SOLE		0	0	478
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	389637109	210,043	3,223	SH		SOLE		0	0	3,223
GSK PLC	SPONSORED ADR	37733W204	401,718	10,370	SH		SOLE		0	0	10,370
HANESBRANDS INC	COM	410345102	145,693	25,250	SH		SOLE		0	0	25,250
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	41653L503	914,149	23,775	SH		SOLE		0	0	23,775
HCW BIOLOGICS INC	COM	40423R105	78,859	279,541	SH		SOLE		0	0	279,541
HERSHEY CO	COM	427866108	202,040	1,181	SH		SOLE		0	0	1,181
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	185,746	12,038	SH		SOLE		0	0	12,038
HIGH TIDE INC	COM NEW	42981E401	24,107	12,755	SH		SOLE		0	0	12,755
HOME DEPOT INC	COM	437076102	10,150,388	27,696	SH		SOLE		0	0	27,696
HONEYWELL INTL INC	COM	438516106	732,020	3,457	SH		SOLE		0	0	3,457
HOWMET AEROSPACE INC	COM	443201108	391,000	3,014	SH		SOLE		0	0	3,014
HUBBELL INC	COM	443510607	937,799	2,834	SH		SOLE		0	0	2,834
ILLINOIS TOOL WKS INC	COM	452308109	463,151	1,867	SH		SOLE		0	0	1,867
INNOVATOR ETFS TRUST	INTRNL DEV APRL	45782C367	555,041	20,154	SH		SOLE		0	0	20,154
INNOVATOR ETFS TRUST	INTRNL DEV JAN	45782C524	237,056	7,414	SH		SOLE		0	0	7,414
INNOVATOR ETFS TRUST	US EQT PWR BUF	45782C870	265,952	7,458	SH		SOLE		0	0	7,458
INNOVATOR ETFS TRUST	US EQTY PWR BUF	45782C797	231,235	5,952	SH		SOLE		0	0	5,952
INNOVATOR ETFS TRUST	US EQTY PWR BUF	45782C508	340,137	8,202	SH		SOLE		0	0	8,202
INTEL CORP	COM	458140100	407,446	17,941	SH		SOLE		0	0	17,941
INTERNATIONAL BUSINESS MACHS	COM	459200101	9,210,659	37,041	SH		SOLE		0	0	37,041
INTERNATIONAL PAPER CO	COM	460146103	253,892	4,759	SH		SOLE		0	0	4,759
INTUIT	COM	461202103	723,196	1,178	SH		SOLE		0	0	1,178
INTUITIVE SURGICAL INC	COM NEW	46120E602	570,551	1,152	SH		SOLE		0	0	1,152
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	46138E206	599,780	25,148	SH		SOLE		0	0	25,148
INVESCO EXCH TRADED FD TR II	PFD ETF	46138E511	2,888,023	257,400	SH		SOLE		0	0	257,400
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	46137V613	1,257,842	31,127	SH		SOLE		0	0	31,127
INVESCO QQQ TR	UNIT SER 1	46090E103	4,814,543	10,267	SH		SOLE		0	0	10,267
IOVANCE BIOTHERAPEUTICS INC	COM	462260100	98,568	29,600	SH		SOLE		0	0	29,600
ISHARES INC	CORE MSCI EMKT	46434G103	8,648,222	160,241	SH		SOLE		0	0	160,241
ISHARES SILVER TR	ISHARES	46428Q109	905,776	29,228	SH		SOLE		0	0	29,228
ISHARES TR	0-3 MNTH TREASRY	46436E718	276,742	2,749	SH		SOLE		0	0	2,749
ISHARES TR	10-20 YR TRS ETF	464288653	8,724,580	84,092	SH		SOLE		0	0	84,092
ISHARES TR	CALIF MUN BD ETF	464288356	648,402	11,521	SH		SOLE		0	0	11,521
ISHARES TR	CORE 1 5 YR USD	46432F859	252,339	5,219	SH		SOLE		0	0	5,219
ISHARES TR	CORE MSCI EAFE	46432F842	267,858	3,541	SH		SOLE		0	0	3,541
ISHARES TR	CORE MSCI INTL	46435G326	789,066	11,454	SH		SOLE		0	0	11,454
ISHARES TR	CORE MSCI TOTAL	46432F834	1,415,049	20,270	SH		SOLE		0	0	20,270
ISHARES TR	CORE S&P MCP ETF	464287507	1,184,077	20,293	SH		SOLE		0	0	20,293
ISHARES TR	CORE S&P SCP ETF	464287804	268,431	2,567	SH		SOLE		0	0	2,567
ISHARES TR	CORE S&P US GWT	464287671	350,614	2,759	SH		SOLE		0	0	2,759
ISHARES TR	CORE S&P500 ETF	464287200	2,168,113	3,859	SH		SOLE		0	0	3,859
ISHARES TR	CORE US AGGBD ET	464287226	9,153,869	92,538	SH		SOLE		0	0	92,538
ISHARES TR	EAFE GRWTH ETF	464288885	912,009	9,120	SH		SOLE		0	0	9,120
ISHARES TR	EAFE VALUE ETF	464288877	5,498,233	93,285	SH		SOLE		0	0	93,285
ISHARES TR	ESG AW MSCI EAFE	46435G516	259,121	3,172	SH		SOLE		0	0	3,172
ISHARES TR	ESG AWR MSCI USA	46435G425	304,808	2,500	SH		SOLE		0	0	2,500
ISHARES TR	ESG AWRE 1 5 YR	46435G243	552,179	22,096	SH		SOLE		0	0	22,096
ISHARES TR	FLTG RATE NT ETF	46429B655	458,327	8,978	SH		SOLE		0	0	8,978
ISHARES TR	GLOB INDSTRL ETF	464288729	611,468	4,206	SH		SOLE		0	0	4,206
ISHARES TR	GLOBAL ENERG ETF	464287341	222,929	5,299	SH		SOLE		0	0	5,299
ISHARES TR	GLOBAL TECH ETF	464287291	334,316	4,414	SH		SOLE		0	0	4,414
ISHARES TR	IBONDS 25 TRM TS	46436E866	1,351,160	57,816	SH		SOLE		0	0	57,816
ISHARES TR	IBONDS 26 TRM TS	46436E858	1,374,702	59,926	SH		SOLE		0	0	59,926
ISHARES TR	IBONDS 27 ETF	46435UAA9	252,608	10,447	SH		SOLE		0	0	10,447
ISHARES TR	IBONDS DEC 2032	46436E296	201,936	8,822	SH		SOLE		0	0	8,822
ISHARES TR	IBONDS DEC 25	46435U432	349,569	13,068	SH		SOLE		0	0	13,068
ISHARES TR	IBONDS DEC 26	46435U259	338,133	13,229	SH		SOLE		0	0	13,229
ISHARES TR	IBONDS DEC 27	46435U283	332,331	13,146	SH		SOLE		0	0	13,146
ISHARES TR	IBONDS DEC 28	46435U325	315,114	12,460	SH		SOLE		0	0	12,460
ISHARES TR	IBONDS DEC2026	46435GAA0	706,645	29,188	SH		SOLE		0	0	29,188
ISHARES TR	IBONDS DEC25 ETF	46434VBD1	673,467	26,778	SH		SOLE		0	0	26,778
ISHARES TR	IBOXX HI YD ETF	464288513	649,833	8,237	SH		SOLE		0	0	8,237
ISHARES TR	IBOXX INV CP ETF	464287242	429,897	3,955	SH		SOLE		0	0	3,955
ISHARES TR	INTL SEL DIV ETF	464288448	1,081,170	34,854	SH		SOLE		0	0	34,854
ISHARES TR	MSCI EAFE ETF	464287465	1,208,648	14,788	SH		SOLE		0	0	14,788
ISHARES TR	MSCI EMG MKT ETF	464287234	3,251,324	74,401	SH		SOLE		0	0	74,401
ISHARES TR	MSCI USA ESG SLC	464288802	1,406,009	12,240	SH		SOLE		0	0	12,240
ISHARES TR	MSCI USA VALUE	46432F388	1,335,337	12,521	SH		SOLE		0	0	12,521
ISHARES TR	NATIONAL MUN ETF	464288414	32,381,306	307,106	SH		SOLE		0	0	307,106
ISHARES TR	RUS 1000 ETF	464287622	283,428	924	SH		SOLE		0	0	924
ISHARES TR	RUS 1000 GRW ETF	464287614	32,595,361	90,269	SH		SOLE		0	0	90,269
ISHARES TR	RUS 1000 VAL ETF	464287598	1,958,746	10,410	SH		SOLE		0	0	10,410
ISHARES TR	RUS 2000 GRW ETF	464287648	8,403,726	32,887	SH		SOLE		0	0	32,887
ISHARES TR	RUS 2000 VAL ETF	464287630	5,108,270	33,834	SH		SOLE		0	0	33,834
ISHARES TR	RUS MD CP GR ETF	464287481	17,012,937	144,803	SH		SOLE		0	0	144,803
ISHARES TR	RUS MDCP VAL ETF	464287473	7,094,035	56,315	SH		SOLE		0	0	56,315
ISHARES TR	RUS MID CAP ETF	464287499	336,976	3,961	SH		SOLE		0	0	3,961
ISHARES TR	RUSSELL 2000 ETF	464287655	1,366,019	6,848	SH		SOLE		0	0	6,848
ISHARES TR	RUSSELL 3000 ETF	464287689	619,980	1,952	SH		SOLE		0	0	1,952
ISHARES TR	S&P 500 GRWT ETF	464287309	15,317,603	165,007	SH		SOLE		0	0	165,007
ISHARES TR	S&P 500 VAL ETF	464287408	1,441,344	7,563	SH		SOLE		0	0	7,563
ISHARES TR	S&P MC 400GR ETF	464287606	1,847,389	22,183	SH		SOLE		0	0	22,183
ISHARES TR	S&P MC 400VL ETF	464287705	539,856	4,509	SH		SOLE		0	0	4,509
ISHARES TR	SELECT DIVID ETF	464287168	279,592	2,082	SH		SOLE		0	0	2,082
ISHARES TR	SHRT NAT MUN ETF	464288158	6,514,781	61,693	SH		SOLE		0	0	61,693
ISHARES TR	U.S. TECH ETF	464287721	462,348	3,292	SH		SOLE		0	0	3,292
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	46641Q670	25,803,036	548,534	SH		SOLE		0	0	548,534
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	46641Q308	6,183,043	117,279	SH		SOLE		0	0	117,279
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	46641Q332	20,697,657	362,227	SH		SOLE		0	0	362,227
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	46641Q852	35,783,504	747,202	SH		SOLE		0	0	747,202
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	46641Q647	26,983,100	539,662	SH		SOLE		0	0	539,662
JOHNSON & JOHNSON	COM	478160104	7,455,386	44,955	SH		SOLE		0	0	44,955
JPMORGAN CHASE & CO.	COM	46625H100	12,656,940	51,598	SH		SOLE		0	0	51,598
KEYCORP	COM	493267108	168,439	10,534	SH		SOLE		0	0	10,534
KIMBERLY-CLARK CORP	COM	494368103	3,166,011	22,261	SH		SOLE		0	0	22,261
KKR & CO INC	COM	48251W104	240,353	2,079	SH		SOLE		0	0	2,079
KLA CORP	COM NEW	482480100	326,984	481	SH		SOLE		0	0	481
L3HARRIS TECHNOLOGIES INC	COM	502431109	376,758	1,800	SH		SOLE		0	0	1,800
LAM RESEARCH CORP	COM NEW	512807306	756,952	10,412	SH		SOLE		0	0	10,412
LEGG MASON ETF INVT	CLEARBRIDEG LR	524682200	226,436	3,245	SH		SOLE		0	0	3,245
LINDE PLC	SHS	G54950103	1,622,011	3,483	SH		SOLE		0	0	3,483
LKQ CORP	COM	501889208	212,275	4,990	SH		SOLE		0	0	4,990
LOCKHEED MARTIN CORP	COM	539830109	5,616,845	12,574	SH		SOLE		0	0	12,574
LOWES COS INC	COM	548661107	438,736	1,881	SH		SOLE		0	0	1,881
M & T BK CORP	COM	55261F104	2,991,536	16,736	SH		SOLE		0	0	16,736
MARATHON PETE CORP	COM	56585A102	539,415	3,702	SH		SOLE		0	0	3,702
MARSH & MCLENNAN COS INC	COM	571748102	268,977	1,102	SH		SOLE		0	0	1,102
MASTERCARD INCORPORATED	CL A	57636Q104	921,004	1,680	SH		SOLE		0	0	1,680
MCCORMICK & CO INC	COM NON VTG	579780206	247,259	3,004	SH		SOLE		0	0	3,004
MCDONALDS CORP	COM	580135101	5,924,926	18,968	SH		SOLE		0	0	18,968
MCKESSON CORP	COM	58155Q103	1,287,977	1,914	SH		SOLE		0	0	1,914
MEDTRONIC PLC	SHS	G5960L103	643,944	7,166	SH		SOLE		0	0	7,166
MERCK & CO INC	COM	58933Y105	8,329,539	92,798	SH		SOLE		0	0	92,798
META PLATFORMS INC	CL A	30303M102	3,086,977	5,356	SH		SOLE		0	0	5,356
MICROCHIP TECHNOLOGY INC.	COM	595017104	226,994	4,689	SH		SOLE		0	0	4,689
MICROSOFT CORP	COM	594918104	15,347,185	40,883	SH		SOLE		0	0	40,883
MICROSTRATEGY INC	CL A NEW	594972408	335,835	1,165	SH		SOLE		0	0	1,165
MONDELEZ INTL INC	CL A	609207105	519,165	7,652	SH		SOLE		0	0	7,652
MORGAN STANLEY	COM NEW	617446448	371,011	3,180	SH		SOLE		0	0	3,180
MOTOROLA SOLUTIONS INC	COM NEW	620076307	204,420	467	SH		SOLE		0	0	467
NATIONAL FUEL GAS CO	COM	636180101	373,618	4,718	SH		SOLE		0	0	4,718
NETFLIX INC	COM	64110L106	1,411,012	1,513	SH		SOLE		0	0	1,513
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	45409F827	16,595,198	692,332	SH		SOLE		0	0	692,332
NEXTERA ENERGY INC	COM	65339F101	1,300,883	18,351	SH		SOLE		0	0	18,351
NIKE INC	CL B	654106103	428,918	6,757	SH		SOLE		0	0	6,757
NORFOLK SOUTHN CORP	COM	655844108	514,438	2,172	SH		SOLE		0	0	2,172
NUCOR CORP	COM	670346105	243,348	2,022	SH		SOLE		0	0	2,022
NUSHARES ETF TR	NUVEEN ESG INTL	67092P805	673,405	21,143	SH		SOLE		0	0	21,143
NUSHARES ETF TR	NUVEEN ESG LRGCP	67092P201	523,458	6,687	SH		SOLE		0	0	6,687
NUSHARES ETF TR	NUVEEN ESG LRGVL	67092P300	447,495	11,052	SH		SOLE		0	0	11,052
NUSHARES ETF TR	NUVEEN ESG SMLCP	67092P607	200,940	5,241	SH		SOLE		0	0	5,241
NUSHARES ETF TR	NUVEEN ESG US	67092P870	727,757	32,804	SH		SOLE		0	0	32,804
NVIDIA CORPORATION	COM	67066G104	6,127,348	56,536	SH		SOLE		0	0	56,536
OLD REP INTL CORP	COM	680223104	215,318	5,490	SH		SOLE		0	0	5,490
OMNICOM GROUP INC	COM	681919106	213,327	2,573	SH		SOLE		0	0	2,573
ONEOK INC NEW	COM	682680103	3,338,421	33,647	SH		SOLE		0	0	33,647
ORACLE CORP	COM	68389X105	2,455,391	17,562	SH		SOLE		0	0	17,562
ORGANOGENESIS HLDGS INC	COM	68621F102	44,600	10,324	SH		SOLE		0	0	10,324
PACER FDS TR	DEVELOPED MRKT	69374H873	689,347	21,947	SH		SOLE		0	0	21,947
PACER FDS TR	US CASH COWS 100	69374H881	1,259,895	23,008	SH		SOLE		0	0	23,008
PACER FDS TR	US SMALL CAP CAS	69374H857	469,541	12,521	SH		SOLE		0	0	12,521
PALANTIR TECHNOLOGIES INC	CL A	69608A108	267,126	3,165	SH		SOLE		0	0	3,165
PALO ALTO NETWORKS INC	COM	697435105	585,125	3,429	SH		SOLE		0	0	3,429
PARKER-HANNIFIN CORP	COM	701094104	1,207,904	1,987	SH		SOLE		0	0	1,987
PAYCHEX INC	COM	704326107	638,001	4,135	SH		SOLE		0	0	4,135
PAYPAL HLDGS INC	COM	70450Y103	216,108	3,312	SH		SOLE		0	0	3,312
PEMBINA PIPELINE CORP	COM	706327103	285,534	7,133	SH		SOLE		0	0	7,133
PEPSICO INC	COM	713448108	8,050,195	53,689	SH		SOLE		0	0	53,689
PFIZER INC	COM	717081103	6,581,428	259,725	SH		SOLE		0	0	259,725
PHILIP MORRIS INTL INC	COM	718172109	1,808,570	11,394	SH		SOLE		0	0	11,394
PHILLIPS 66	COM	718546104	2,107,410	17,067	SH		SOLE		0	0	17,067
PIMCO ETF TR	INTER MUN BD ACT	72201R866	13,872,466	269,107	SH		SOLE		0	0	269,107
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	726503105	320,000	16,000	SH		SOLE		0	0	16,000
PLUG POWER INC	COM NEW	72919P202	24,370	18,052	SH		SOLE		0	0	18,052
PNC FINL SVCS GROUP INC	COM	693475105	510,799	2,906	SH		SOLE		0	0	2,906
PPL CORP	COM	69351T106	214,746	5,947	SH		SOLE		0	0	5,947
PREMIER INC	CL A	74051N102	497,713	25,815	SH		SOLE		0	0	25,815
PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	3,037,185	35,998	SH		SOLE		0	0	35,998
PROCTER AND GAMBLE CO	COM	742718109	8,898,234	52,214	SH		SOLE		0	0	52,214
PRUDENTIAL FINL INC	COM	744320102	1,375,633	12,318	SH		SOLE		0	0	12,318
PUBLIC STORAGE OPER CO	COM	74460D109	272,354	910	SH		SOLE		0	0	910
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	327,075	3,974	SH		SOLE		0	0	3,974
PUTNAM ETF TRUST	FOCUSED LAR CAP	746729300	545,799	14,333	SH		SOLE		0	0	14,333
QUALCOMM INC	COM	747525103	3,742,585	24,364	SH		SOLE		0	0	24,364
QUANTA SVCS INC	COM	74762E102	206,903	814	SH		SOLE		0	0	814
REGENERON PHARMACEUTICALS	COM	75886F107	302,528	477	SH		SOLE		0	0	477
REPUBLIC SVCS INC	COM	760759100	407,904	1,684	SH		SOLE		0	0	1,684
ROCKWELL AUTOMATION INC	COM	773903109	1,363,039	5,275	SH		SOLE		0	0	5,275
ROYAL CARIBBEAN GROUP	COM	V7780T103	200,099	974	SH		SOLE		0	0	974
RPM INTL INC	COM	749685103	413,440	3,574	SH		SOLE		0	0	3,574
RTX CORPORATION	COM	75513E101	1,002,654	7,569	SH		SOLE		0	0	7,569
SALESFORCE INC	COM	79466L302	1,120,648	4,176	SH		SOLE		0	0	4,176
SCHWAB CHARLES CORP	COM	808513105	361,272	4,615	SH		SOLE		0	0	4,615
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	808524706	288,961	10,481	SH		SOLE		0	0	10,481
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	808524730	205,806	6,682	SH		SOLE		0	0	6,682
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	127,390,931	6,440,391	SH		SOLE		0	0	6,440,391
SCHWAB STRATEGIC TR	US AGGREGATE B	808524839	157,207,523	6,787,890	SH		SOLE		0	0	6,787,890
SCHWAB STRATEGIC TR	US BRD MKT ETF	808524102	1,273,084	59,131	SH		SOLE		0	0	59,131
SCHWAB STRATEGIC TR	US DIVIDEND EQ	808524797	269,388,247	9,634,773	SH		SOLE		0	0	9,634,773
SCHWAB STRATEGIC TR	US LCAP GR ETF	808524300	372,777,158	14,887,267	SH		SOLE		0	0	14,887,267
SCHWAB STRATEGIC TR	US LCAP VA ETF	808524409	266,525,111	10,027,280	SH		SOLE		0	0	10,027,280
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	703,631	31,867	SH		SOLE		0	0	31,867
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	589,192	25,147	SH		SOLE		0	0	25,147
SCHWAB STRATEGIC TR	US TIPS ETF	808524870	4,075,206	151,551	SH		SOLE		0	0	151,551
SELECT SECTOR SPDR TR	ENERGY	81369Y506	394,641	4,223	SH		SOLE		0	0	4,223
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	616,150	12,370	SH		SOLE		0	0	12,370
SELECT SECTOR SPDR TR	INDL	81369Y704	230,683	1,760	SH		SOLE		0	0	1,760
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	392,748	1,989	SH		SOLE		0	0	1,989
SELECT SECTOR SPDR TR	SBI HEALTHCARE	81369Y209	274,645	1,881	SH		SOLE		0	0	1,881
SELECT SECTOR SPDR TR	SBI INT-UTILS	81369Y886	352,425	4,470	SH		SOLE		0	0	4,470
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	1,811,607	8,774	SH		SOLE		0	0	8,774
SEMPRA	COM	816851109	528,551	7,407	SH		SOLE		0	0	7,407
SERVICENOW INC	COM	81762P102	753,287	946	SH		SOLE		0	0	946
SHELL PLC	SPON ADS	780259305	219,901	3,001	SH		SOLE		0	0	3,001
SHERWIN WILLIAMS CO	COM	824348106	530,769	1,520	SH		SOLE		0	0	1,520
SHOPIFY INC	CL A	82509L107	310,787	3,255	SH		SOLE		0	0	3,255
SMITH & WESSON BRANDS INC	COM	831754106	181,414	19,465	SH		SOLE		0	0	19,465
SNAP ON INC	COM	833034101	439,154	1,303	SH		SOLE		0	0	1,303
SOUTHERN CO	COM	842587107	3,525,048	38,337	SH		SOLE		0	0	38,337
SPDR DOW JONES INDL AVERAGE	UT SER 1	78467X109	518,552	1,235	SH		SOLE		0	0	1,235
SPDR GOLD TR	GOLD SHS	78463V107	1,842,943	6,396	SH		SOLE		0	0	6,396
SPDR INDEX SHS FDS	EURO STOXX 50	78463X202	378,204	6,951	SH		SOLE		0	0	6,951
SPDR INDEX SHS FDS	MSCI ACWI EXUS	78463X848	61,359,776	2,074,367	SH		SOLE		0	0	2,074,367
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	78463X889	441,116	12,115	SH		SOLE		0	0	12,115
SPDR S&P 500 ETF TR	TR UNIT	78462F103	8,143,241	14,557	SH		SOLE		0	0	14,557
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	989,605	1,855	SH		SOLE		0	0	1,855
SPDR SER TR	BLOOMBERG INVT	78468R200	587,922	19,076	SH		SOLE		0	0	19,076
SPDR SER TR	NUVEEN BLMBRG SH	78468R739	1,043,440	21,921	SH		SOLE		0	0	21,921
SPDR SER TR	NUVEEN BLOOMBERG	78464A284	56,617,442	2,244,942	SH		SOLE		0	0	2,244,942
SPDR SER TR	PORTFOLIO LN TSR	78464A664	101,330,298	3,717,179	SH		SOLE		0	0	3,717,179
SPDR SER TR	PORTFOLIO S&P500	78464A854	3,009,726	45,768	SH		SOLE		0	0	45,768
SPDR SER TR	PORTFOLIO S&P600	78468R853	273,230	6,703	SH		SOLE		0	0	6,703
SPDR SER TR	PRTFLO S&P500 VL	78464A508	26,020,369	509,504	SH		SOLE		0	0	509,504
SPDR SER TR	S&P 400 MDCP GRW	78464A821	17,125,815	215,528	SH		SOLE		0	0	215,528
SPDR SER TR	S&P 400 MDCP VAL	78464A839	31,755,536	412,142	SH		SOLE		0	0	412,142
SPDR SER TR	S&P 600 SMCP GRW	78464A201	29,902,788	360,275	SH		SOLE		0	0	360,275
SPDR SER TR	S&P 600 SMCP VAL	78464A300	12,019,661	153,312	SH		SOLE		0	0	153,312
SPDR SER TR	S&P DIVID ETF	78464A763	1,391,294	10,254	SH		SOLE		0	0	10,254
SPECTRAL AI INC	COM CL A	84757T105	266,036	231,336	SH		SOLE		0	0	231,336
STARBUCKS CORP	COM	855244109	461,672	4,707	SH		SOLE		0	0	4,707
STRYKER CORPORATION	COM	863667101	752,202	2,021	SH		SOLE		0	0	2,021
SUNATION ENERGY INC	COM	72303P404	8,726	26,701	SH		SOLE		0	0	26,701
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	448,366	2,701	SH		SOLE		0	0	2,701
TARGET CORP	COM	87612E106	1,348,957	12,926	SH		SOLE		0	0	12,926
TC ENERGY CORP	COM	87807B107	389,483	8,250	SH		SOLE		0	0	8,250
TELEFONICA S A	SPONSORED ADR	879382208	53,884	11,563	SH		SOLE		0	0	11,563
TESLA INC	COM	88160R101	3,787,364	14,614	SH		SOLE		0	0	14,614
TEXAS INSTRS INC	COM	882508104	8,641,916	48,091	SH		SOLE		0	0	48,091
TEXAS PACIFIC LAND CORPORATI	COM	88262P102	325,948	246	SH		SOLE		0	0	246
THE CIGNA GROUP	COM	125523100	343,805	1,045	SH		SOLE		0	0	1,045
THERMO FISHER SCIENTIFIC INC	COM	883556102	3,309,748	6,651	SH		SOLE		0	0	6,651
TIMKEN CO	COM	887389104	224,953	3,130	SH		SOLE		0	0	3,130
TJX COS INC NEW	COM	872540109	2,447,206	20,092	SH		SOLE		0	0	20,092
TOTALENERGIES SE	SPONSORED ADS	89151E109	421,045	6,509	SH		SOLE		0	0	6,509
TRANE TECHNOLOGIES PLC	SHS	G8994E103	897,892	2,665	SH		SOLE		0	0	2,665
TRAVELERS COMPANIES INC	COM	89417E109	577,142	2,182	SH		SOLE		0	0	2,182
UBER TECHNOLOGIES INC	COM	90353T100	552,206	7,579	SH		SOLE		0	0	7,579
UMB FINL CORP	COM	902788108	273,273	2,703	SH		SOLE		0	0	2,703
UNILEVER PLC	SPON ADR NEW	904767704	309,184	5,192	SH		SOLE		0	0	5,192
UNION PAC CORP	COM	907818108	1,187,815	5,028	SH		SOLE		0	0	5,028
UNITED PARCEL SERVICE INC	CL B	911312106	4,669,600	42,455	SH		SOLE		0	0	42,455
UNITED STATES CELLULAR CORP	COM	911684108	345,750	5,000	SH		SOLE		0	0	5,000
UNITEDHEALTH GROUP INC	COM	91324P102	1,925,729	3,677	SH		SOLE		0	0	3,677
US BANCORP DEL	COM NEW	902973304	3,462,216	82,004	SH		SOLE		0	0	82,004
VALERO ENERGY CORP	COM	91913Y100	5,916,748	44,800	SH		SOLE		0	0	44,800
VANECK ETF TRUST	HIGH YLD MUNIETF	92189H409	16,881,672	329,849	SH		SOLE		0	0	329,849
VANGUARD BD INDEX FDS	INTERMED TERM	921937819	9,115,046	119,042	SH		SOLE		0	0	119,042
VANGUARD BD INDEX FDS	TOTAL BND MRKT	921937835	2,393,221	32,583	SH		SOLE		0	0	32,583
VANGUARD INDEX FDS	GROWTH ETF	922908736	999,731	2,696	SH		SOLE		0	0	2,696
VANGUARD INDEX FDS	MCAP GR IDXVIP	922908538	7,283,177	29,771	SH		SOLE		0	0	29,771
VANGUARD INDEX FDS	MCAP VL IDXVIP	922908512	7,439,424	46,340	SH		SOLE		0	0	46,340
VANGUARD INDEX FDS	MID CAP ETF	922908629	640,259	2,476	SH		SOLE		0	0	2,476
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	834,869	9,221	SH		SOLE		0	0	9,221
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	1,736,266	3,379	SH		SOLE		0	0	3,379
VANGUARD INDEX FDS	SM CP VAL ETF	922908611	3,347,679	17,970	SH		SOLE		0	0	17,970
VANGUARD INDEX FDS	SMALL CP ETF	922908751	435,895	1,966	SH		SOLE		0	0	1,966
VANGUARD INDEX FDS	SML CP GRW ETF	922908595	9,362,580	37,187	SH		SOLE		0	0	37,187
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	2,953,087	10,745	SH		SOLE		0	0	10,745
VANGUARD INDEX FDS	VALUE ETF	922908744	7,543,624	43,670	SH		SOLE		0	0	43,670
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	12,606,511	278,535	SH		SOLE		0	0	278,535
VANGUARD MALVERN FDS	STRM INFPROIDX	922020805	440,567	8,829	SH		SOLE		0	0	8,829
VANGUARD MUN BD FDS	INTERMEDIATE TRM	922907738	2,040,238	20,646	SH		SOLE		0	0	20,646
VANGUARD MUN BD FDS	TAX EXEMPT BD	922907746	8,567,014	172,652	SH		SOLE		0	0	172,652
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	92206C680	688,316	7,418	SH		SOLE		0	0	7,418
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	92206C714	4,087,298	49,519	SH		SOLE		0	0	49,519
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	921908844	33,101,750	170,636	SH		SOLE		0	0	170,636
VANGUARD STAR FDS	VG TL INTL STK F	921909768	26,310,714	423,683	SH		SOLE		0	0	423,683
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	2,574,403	50,647	SH		SOLE		0	0	50,647
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	8,922,888	69,191	SH		SOLE		0	0	69,191
VANGUARD WHITEHALL FDS	INTL DVD ETF	921946810	16,352,002	197,155	SH		SOLE		0	0	197,155
VANGUARD WHITEHALL FDS	INTL HIGH ETF	921946794	1,543,511	20,946	SH		SOLE		0	0	20,946
VANGUARD WORLD FD	COMM SRVC ETF	92204A884	402,434	2,712	SH		SOLE		0	0	2,712
VANGUARD WORLD FD	CONSUM STP ETF	92204A207	614,665	2,809	SH		SOLE		0	0	2,809
VANGUARD WORLD FD	ENERGY ETF	92204A306	358,654	2,765	SH		SOLE		0	0	2,765
VANGUARD WORLD FD	ESG US STK ETF	921910733	654,600	6,683	SH		SOLE		0	0	6,683
VANGUARD WORLD FD	FINANCIALS ETF	92204A405	563,659	4,718	SH		SOLE		0	0	4,718
VANGUARD WORLD FD	HEALTH CAR ETF	92204A504	2,387,338	9,018	SH		SOLE		0	0	9,018
VANGUARD WORLD FD	INDUSTRIAL ETF	92204A603	494,110	1,996	SH		SOLE		0	0	1,996
VANGUARD WORLD FD	INF TECH ETF	92204A702	2,041,109	3,763	SH		SOLE		0	0	3,763
VERIZON COMMUNICATIONS INC	COM	92343V104	9,190,176	202,605	SH		SOLE		0	0	202,605
VERTEX PHARMACEUTICALS INC	COM	92532F100	578,875	1,194	SH		SOLE		0	0	1,194
VISA INC	COM CL A	92826C839	3,356,069	9,576	SH		SOLE		0	0	9,576
WALMART INC	COM	931142103	2,771,676	31,572	SH		SOLE		0	0	31,572
WASTE MGMT INC DEL	COM	94106L109	846,618	3,657	SH		SOLE		0	0	3,657
WEC ENERGY GROUP INC	COM	92939U106	699,979	6,423	SH		SOLE		0	0	6,423
WELLS FARGO CO NEW	COM	949746101	750,206	10,450	SH		SOLE		0	0	10,450
WESBANCO INC	COM	950810101	1,500,733	48,473	SH		SOLE		0	0	48,473
WILLIAMS COS INC	COM	969457100	451,248	7,551	SH		SOLE		0	0	7,551
WISDOMTREE TR	US HIGH DIVIDEND	97717W208	2,377,808	23,980	SH		SOLE		0	0	23,980
WISDOMTREE TR	US MIDCAP DIVID	97717W505	11,426,758	230,750	SH		SOLE		0	0	230,750
WORKIVA INC	COM CL A	98139A105	1,263,142	16,640	SH		SOLE		0	0	16,640
WP CAREY INC	COM	92936U109	265,504	4,207	SH		SOLE		0	0	4,207
XCEL ENERGY INC	COM	98389B100	213,149	3,011	SH		SOLE		0	0	3,011
XILIO THERAPEUTICS INC	COM	98422T100	108,949	150,399	SH		SOLE		0	0	150,399

Check here if Amendment:	☐ Amendment Number:
This Amendment (Check only one.):	☐ is a restatement. ☐ adds new holdings entries.

Name:	Avantax Planning Partners, Inc.
Address:	3390 ASBURY ROAD

	DUBUQUE, IA 52002
Form 13F File Number:	028-17669

Name:	Steven Kaminski
Title:	Advisory Consultant
Phone:	972-870-6162

Number of Other Included Managers:	0
Form 13F Information table Entry Total:	431
Form 13F Information table Value Total:	2824731023 (thousands)

Institutional Investment Manager Filing this Report:

Signature, Place, and Date of Signing:

Report Type (Check only one.):

Form 13F Summary Page

Report Summary:

List of Other Included Managers: