Avantax Planning Partners, Inc. Form 13F-HR Filed 2024-02-09

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	3,936,997	36,014	SH		SOLE		45	0	35,969
ABBOTT LABS	COM	002824100	2,336,290	21,225	SH		SOLE		0	0	21,225
ABBVIE INC	COM	00287Y109	5,139,648	33,165	SH		SOLE		0	0	33,165
ACCEL ENTERTAINMENT INC	COM CL A1	00436Q106	17,105,979	1,665,626	SH		SOLE		0	0	1,665,626
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	1,443,995	4,115	SH		SOLE		5	0	4,110
ADOBE INC	COM	00724F101	1,776,902	2,978	SH		SOLE		2	0	2,976
ADVANCED MICRO DEVICES INC	COM	007903107	1,649,142	11,187	SH		SOLE		0	0	11,187
AFLAC INC	COM	001055102	449,625	5,450	SH		SOLE		0	0	5,450
AGNC INVT CORP	COM	00123Q104	151,790	15,473	SH		SOLE		0	0	15,473
ALLIANT ENERGY CORP	COM	018802108	1,350,838	26,332	SH		SOLE		0	0	26,332
ALLSTATE CORP	COM	020002101	422,740	3,020	SH		SOLE		0	0	3,020
ALPHABET INC	CAP STK CL A	02079K305	3,992,620	28,582	SH		SOLE		68	0	28,514
ALPHABET INC	CAP STK CL C	02079K107	1,732,379	12,292	SH		SOLE		5	0	12,287
ALPS ETF TR	INTL SEC DV DOG	00162Q718	27,677,086	926,529	SH		SOLE		0	0	926,529
ALTRIA GROUP INC	COM	02209S103	2,772,434	68,727	SH		SOLE		0	0	68,727
AMAZON COM INC	COM	023135106	5,601,116	36,864	SH		SOLE		67	0	36,797
AMERICAN ELEC PWR CO INC	COM	025537101	445,879	5,490	SH		SOLE		25	0	5,465
AMERICAN EXPRESS CO	COM	025816109	726,894	3,880	SH		SOLE		14	0	3,866
AMERICAN TOWER CORP NEW	COM	03027X100	1,072,321	4,967	SH		SOLE		0	0	4,967
AMERIPRISE FINL INC	COM	03076C106	250,308	659	SH		SOLE		0	0	659
AMGEN INC	COM	031162100	3,701,286	12,851	SH		SOLE		0	0	12,851
APPLE INC	COM	037833100	32,929,262	171,034	SH		SOLE		290	0	170,744
APPLIED MATLS INC	COM	038222105	1,356,043	8,367	SH		SOLE		11	0	8,356
ARCHER DANIELS MIDLAND CO	COM	039483102	1,574,933	21,807	SH		SOLE		0	0	21,807
ARS PHARMACEUTICALS INC	COM	82835W108	176,314	32,174	SH		SOLE		0	0	32,174
ASENSUS SURGICAL INC	COM	04367G103	36,015	112,936	SH		SOLE		0	0	112,936
AT&T INC	COM	00206R102	645,812	38,487	SH		SOLE		0	0	38,487
AUTOMATIC DATA PROCESSING IN	COM	053015103	2,452,818	10,528	SH		SOLE		0	0	10,528
AVNET INC	COM	053807103	220,046	4,366	SH		SOLE		0	0	4,366
BANK AMERICA CORP	COM	060505104	3,062,749	90,964	SH		SOLE		90	0	90,874
BAYFIRST FINANCIAL CORP	COM	07279B104	731,994	56,113	SH		SOLE		0	0	56,113
BECTON DICKINSON & CO	COM	075887109	246,520	1,011	SH		SOLE		8	0	1,003
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	6,084,620	17,060	SH		SOLE		77	0	16,983
BLACK HILLS CORP	COM	092113109	1,667,165	30,902	SH		SOLE		0	0	30,902
BLACKROCK INC	COM	09247X101	3,682,679	4,536	SH		SOLE		0	0	4,536
BLACKSTONE INC	COM	09260D107	461,771	3,527	SH		SOLE		0	0	3,527
BLUE OWL CAPITAL CORPORATION	COM	69121K104	1,280,843	86,778	SH		SOLE		0	0	86,778
BOEING CO	COM	097023105	1,834,115	7,036	SH		SOLE		4	0	7,032
BOOKING HOLDINGS INC	COM	09857L108	1,408,246	397	SH		SOLE		0	0	397
BP PLC	SPONSORED ADR	055622104	242,537	6,851	SH		SOLE		0	0	6,851
BRISTOL-MYERS SQUIBB CO	COM	110122108	471,965	9,198	SH		SOLE		18	0	9,180
BROADCOM INC	COM	11135F101	8,465,836	7,584	SH		SOLE		0	0	7,584
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	G16252101	558,283	17,729	SH		SOLE		0	0	17,729
BUILDERS FIRSTSOURCE INC	COM	12008R107	243,565	1,459	SH		SOLE		0	0	1,459
CADENCE BANK	COM	12740C103	234,146	7,913	SH		SOLE		0	0	7,913
CAESARS ENTERTAINMENT INC NE	COM	12769G100	784,302	16,730	SH		SOLE		0	0	16,730
CARDINAL HEALTH INC	COM	14149Y108	262,483	2,604	SH		SOLE		0	0	2,604
CARNIVAL CORP	UNIT 99/99/9999	143658300	554,031	29,883	SH		SOLE		0	0	29,883
CARRIER GLOBAL CORPORATION	COM	14448C104	378,898	6,595	SH		SOLE		0	0	6,595
CASEYS GEN STORES INC	COM	147528103	1,176,727	4,283	SH		SOLE		0	0	4,283
CATERPILLAR INC	COM	149123101	1,986,333	6,718	SH		SOLE		3	0	6,715
CELANESE CORP DEL	COM	150870103	414,061	2,665	SH		SOLE		0	0	2,665
CENTENE CORP DEL	COM	15135B101	257,731	3,473	SH		SOLE		0	0	3,473
CHEVRON CORP NEW	COM	166764100	5,739,341	38,478	SH		SOLE		20	0	38,458
CHIPOTLE MEXICAN GRILL INC	COM	169656105	258,426	113	SH		SOLE		0	0	113
CISCO SYS INC	COM	17275R102	2,916,888	57,737	SH		SOLE		16	0	57,721
CITIGROUP INC	COM NEW	172967424	204,236	3,970	SH		SOLE		0	0	3,970
CLOROX CO DEL	COM	189054109	342,763	2,404	SH		SOLE		11	0	2,393
COCA COLA CO	COM	191216100	6,547,559	111,107	SH		SOLE		39	0	111,068
COHEN & STEERS QUALITY INCOM	COM	19247L106	144,432	11,800	SH		SOLE		0	0	11,800
COLGATE PALMOLIVE CO	COM	194162103	529,139	6,638	SH		SOLE		0	0	6,638
COMCAST CORP NEW	CL A	20030N101	525,319	11,980	SH		SOLE		26	0	11,954
CONOCOPHILLIPS	COM	20825C104	981,205	8,454	SH		SOLE		24	0	8,430
CONSOLIDATED EDISON INC	COM	209115104	260,174	2,860	SH		SOLE		0	0	2,860
CONSTELLATION BRANDS INC	CL A	21036P108	1,652,845	6,837	SH		SOLE		4	0	6,833
CORTEVA INC	COM	22052L104	217,653	4,542	SH		SOLE		0	0	4,542
COSTCO WHSL CORP NEW	COM	22160K105	3,762,469	5,700	SH		SOLE		0	0	5,700
CSX CORP	COM	126408103	556,245	16,044	SH		SOLE		0	0	16,044
CUMMINS INC	COM	231021106	508,996	2,125	SH		SOLE		0	0	2,125
CVS HEALTH CORP	COM	126650100	500,108	6,334	SH		SOLE		0	0	6,334
DANAHER CORPORATION	COM	235851102	808,019	3,493	SH		SOLE		10	0	3,483
DEERE & CO	COM	244199105	4,858,534	12,150	SH		SOLE		0	0	12,150
DELTA AIR LINES INC DEL	COM NEW	247361702	207,073	5,147	SH		SOLE		0	0	5,147
DEVON ENERGY CORP NEW	COM	25179M103	352,258	7,776	SH		SOLE		0	0	7,776
DIGITAL RLTY TR INC	COM	253868103	318,282	2,365	SH		SOLE		0	0	2,365
DIMENSIONAL ETF TRUST	US EQUITY ETF	25434V401	786,883	15,182	SH		SOLE		0	0	15,182
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	25434V724	853,976	22,944	SH		SOLE		0	0	22,944
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	25434V500	226,019	3,791	SH		SOLE		0	0	3,791
DIMENSIONAL ETF TRUST	WORLD EX US CORE	25434V880	404,517	16,565	SH		SOLE		0	0	16,565
DIREXION SHS ETF TR	NAS100 EQL WGT	25459Y207	200,852	2,373	SH		SOLE		0	0	2,373
DISNEY WALT CO	COM	254687106	1,087,593	12,046	SH		SOLE		11	0	12,035
DNP SELECT INCOME FD INC	COM	23325P104	95,324	11,241	SH		SOLE		0	0	11,241
DOW INC	COM	260557103	354,541	6,465	SH		SOLE		0	0	6,465
DUKE ENERGY CORP NEW	COM NEW	26441C204	2,112,479	21,769	SH		SOLE		33	0	21,736
DUPONT DE NEMOURS INC	COM	26614N102	414,653	5,390	SH		SOLE		2	0	5,388
EATON CORP PLC	SHS	G29183103	310,899	1,291	SH		SOLE		0	0	1,291
ELEVANCE HEALTH INC	COM	036752103	326,791	693	SH		SOLE		0	0	693
ELI LILLY & CO	COM	532457108	3,548,366	6,087	SH		SOLE		0	0	6,087
EMERSON ELEC CO	COM	291011104	758,361	7,792	SH		SOLE		8	0	7,784
ENERGY TRANSFER L P	COM UT LTD PTN	29273V100	187,832	13,611	SH		SOLE		0	0	13,611
ENTERPRISE PRODS PARTNERS L	COM	293792107	494,412	18,763	SH		SOLE		0	0	18,763
EOG RES INC	COM	26875P101	2,312,007	19,115	SH		SOLE		0	0	19,115
ESSEX PPTY TR INC	COM	297178105	234,055	944	SH		SOLE		0	0	944
EXXON MOBIL CORP	COM	30231G102	7,116,104	71,175	SH		SOLE		33	0	71,142
FASTENAL CO	COM	311900104	6,919,703	106,835	SH		SOLE		0	0	106,835
FEDERAL AGRIC MTG CORP	CL C	313148306	236,730	1,238	SH		SOLE		0	0	1,238
FEDEX CORP	COM	31428X106	278,086	1,099	SH		SOLE		0	0	1,099
FIRST INTST BANCSYSTEM INC	COM	32055Y201	347,168	11,290	SH		SOLE		0	0	11,290
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	33739N108	53,159,912	1,028,945	SH		SOLE		0	0	1,028,945
FIRST TR LRG CP VL ALPHADEX	COM SHS	33735J101	202,248	2,855	SH		SOLE		0	0	2,855
FIRST TR NAS100 EQ WEIGHTED	SHS	337344105	383,004	3,261	SH		SOLE		0	0	3,261
FORD MTR CO DEL	COM	345370860	1,499,914	123,045	SH		SOLE		0	0	123,045
GARMIN LTD	SHS	H2906T109	391,672	3,047	SH		SOLE		0	0	3,047
GENERAL DYNAMICS CORP	COM	369550108	386,129	1,487	SH		SOLE		0	0	1,487
GENERAL ELECTRIC CO	COM NEW	369604301	354,839	2,780	SH		SOLE		0	0	2,780
GENERAL MLS INC	COM	370334104	606,258	9,307	SH		SOLE		0	0	9,307
GENUINE PARTS CO	COM	372460105	245,976	1,776	SH		SOLE		0	0	1,776
GILEAD SCIENCES INC	COM	375558103	354,995	4,382	SH		SOLE		13	0	4,369
GLOBAL X FDS	S&P 500 COVERED	37954Y475	2,958,316	75,008	SH		SOLE		0	0	75,008
GRAINGER W W INC	COM	384802104	334,791	404	SH		SOLE		0	0	404
GSK PLC	SPONSORED ADR	37733W204	200,272	5,404	SH		SOLE		0	0	5,404
H & E EQUIPMENT SERVICES INC	COM	404030108	223,616	4,274	SH		SOLE		0	0	4,274
HANESBRANDS INC	COM	410345102	114,845	25,750	SH		SOLE		0	0	25,750
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	41653L503	1,295,845	33,278	SH		SOLE		0	0	33,278
HCW BIOLOGICS INC	COM	40423R105	219,938	179,541	SH		SOLE		179,541	0	0
HEARTLAND FINL USA INC	COM	42234Q102	1,157,604	30,779	SH		SOLE		0	0	30,779
HERITAGE INSURANCE HLDGS INC	COM	42727J102	328,497	50,383	SH		SOLE		0	0	50,383
HERSHEY CO	COM	427866108	200,982	1,078	SH		SOLE		0	0	1,078
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	227,634	13,406	SH		SOLE		0	0	13,406
HIGH TIDE INC	COM NEW	42981E401	20,791	12,755	SH		SOLE		0	0	12,755
HILLENBRAND INC	COM	431571108	228,005	4,765	SH		SOLE		0	0	4,765
HOME DEPOT INC	COM	437076102	6,258,105	18,058	SH		SOLE		5	0	18,053
HONEYWELL INTL INC	COM	438516106	776,976	3,705	SH		SOLE		12	0	3,693
HUBBELL INC	COM	443510607	932,188	2,834	SH		SOLE		0	0	2,834
ILLINOIS TOOL WKS INC	COM	452308109	1,995,511	7,618	SH		SOLE		0	0	7,618
INDEXIQ ACTIVE ETF TR	IQ MACKAY INTRME	45409F827	27,414,977	1,116,245	SH		SOLE		0	0	1,116,245
INGERSOLL RAND INC	COM	45687V106	203,868	2,636	SH		SOLE		0	0	2,636
INTEL CORP	COM	458140100	1,386,821	27,598	SH		SOLE		0	0	27,598
INTERNATIONAL BUSINESS MACHS	COM	459200101	4,997,396	30,556	SH		SOLE		9	0	30,547
INTERNATIONAL PAPER CO	COM	460146103	232,460	6,430	SH		SOLE		0	0	6,430
INTUIT	COM	461202103	930,997	1,490	SH		SOLE		0	0	1,490
INTUITIVE SURGICAL INC	COM NEW	46120E602	501,654	1,487	SH		SOLE		0	0	1,487
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	46138E206	668,115	26,746	SH		SOLE		0	0	26,746
INVESCO EXCH TRADED FD TR II	PFD ETF	46138E511	4,067,566	354,626	SH		SOLE		80	0	354,546
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	46137V613	1,182,368	33,590	SH		SOLE		0	0	33,590
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	46137V365	296,428	4,021	SH		SOLE		0	0	4,021
INVESCO QQQ TR	UNIT SER 1	46090E103	5,222,091	12,752	SH		SOLE		0	0	12,752
ISHARES INC	CORE MSCI EMKT	46434G103	30,248,218	598,027	SH		SOLE		126	0	597,901
ISHARES INC	MSCI EMRG CHN	46434G764	709,905	12,812	SH		SOLE		0	0	12,812
ISHARES SILVER TR	ISHARES	46428Q109	276,388	12,690	SH		SOLE		561	0	12,129
ISHARES TR	CALIF MUN BD ETF	464288356	706,636	12,196	SH		SOLE		0	0	12,196
ISHARES TR	CORE 1 5 YR USD	46432F859	253,114	5,322	SH		SOLE		0	0	5,322
ISHARES TR	CORE MSCI INTL	46435G326	2,021,205	31,750	SH		SOLE		0	0	31,750
ISHARES TR	CORE MSCI TOTAL	46432F834	2,569,864	39,579	SH		SOLE		0	0	39,579
ISHARES TR	CORE S&P MCP ETF	464287507	1,632,183	5,889	SH		SOLE		0	0	5,889
ISHARES TR	CORE S&P SCP ETF	464287804	239,990	2,217	SH		SOLE		0	0	2,217
ISHARES TR	CORE S&P500 ETF	464287200	1,164,462	2,438	SH		SOLE		0	0	2,438
ISHARES TR	CORE US AGGBD ET	464287226	13,843,168	139,478	SH		SOLE		53	0	139,425
ISHARES TR	EAFE GRWTH ETF	464288885	955,598	9,867	SH		SOLE		0	0	9,867
ISHARES TR	EAFE VALUE ETF	464288877	10,592,573	203,312	SH		SOLE		0	0	203,312
ISHARES TR	ESG AW MSCI EAFE	46435G516	1,585,358	20,987	SH		SOLE		0	0	20,987
ISHARES TR	ESG AWRE 1 5 YR	46435G243	526,026	21,488	SH		SOLE		0	0	21,488
ISHARES TR	ESG SCRND S&P SM	46436E544	669,891	17,510	SH		SOLE		0	0	17,510
ISHARES TR	FLTG RATE NT ETF	46429B655	698,404	13,797	SH		SOLE		0	0	13,797
ISHARES TR	GLOB INDSTRL ETF	464288729	535,971	4,206	SH		SOLE		0	0	4,206
ISHARES TR	GLOBAL TECH ETF	464287291	300,947	4,414	SH		SOLE		0	0	4,414
ISHARES TR	IBONDS 24 TRM TS	46436E874	1,413,991	59,262	SH		SOLE		0	0	59,262
ISHARES TR	IBONDS 25 TRM TS	46436E866	1,414,935	60,779	SH		SOLE		0	0	60,779
ISHARES TR	IBONDS 26 TRM TS	46436E858	201,330	8,809	SH		SOLE		0	0	8,809
ISHARES TR	IBONDS DEC	46435U697	285,904	11,026	SH		SOLE		0	0	11,026
ISHARES TR	IBONDS DEC2026	46435GAA0	454,841	19,031	SH		SOLE		0	0	19,031
ISHARES TR	IBONDS DEC24 ETF	46434VBG4	448,903	18,021	SH		SOLE		0	0	18,021
ISHARES TR	IBONDS DEC25 ETF	46434VBD1	448,626	18,119	SH		SOLE		0	0	18,119
ISHARES TR	IBOXX HI YD ETF	464288513	897,561	11,598	SH		SOLE		221	0	11,377
ISHARES TR	IBOXX INV CP ETF	464287242	642,210	5,803	SH		SOLE		378	0	5,425
ISHARES TR	INTL SEL DIV ETF	464288448	6,053,535	216,275	SH		SOLE		0	0	216,275
ISHARES TR	ISHARES BIOTECH	464287556	221,843	1,633	SH		SOLE		0	0	1,633
ISHARES TR	MSCI EAFE ETF	464287465	1,661,304	22,048	SH		SOLE		438	0	21,610
ISHARES TR	MSCI EMG MKT ETF	464287234	4,167,767	103,650	SH		SOLE		0	0	103,650
ISHARES TR	MSCI USA ESG SLC	464288802	1,230,242	12,240	SH		SOLE		0	0	12,240
ISHARES TR	MSCI USA VALUE	46432F388	2,018,850	19,957	SH		SOLE		0	0	19,957
ISHARES TR	NATIONAL MUN ETF	464288414	26,660,604	245,924	SH		SOLE		0	0	245,924
ISHARES TR	PFD AND INCM SEC	464288687	726,945	23,307	SH		SOLE		0	0	23,307
ISHARES TR	RUS 1000 GRW ETF	464287614	32,735,084	107,976	SH		SOLE		0	0	107,976
ISHARES TR	RUS 1000 VAL ETF	464287598	5,616,352	33,987	SH		SOLE		0	0	33,987
ISHARES TR	RUS 2000 GRW ETF	464287648	32,715,837	129,712	SH		SOLE		50	0	129,662
ISHARES TR	RUS 2000 VAL ETF	464287630	91,334,588	588,004	SH		SOLE		0	0	588,004
ISHARES TR	RUS MD CP GR ETF	464287481	28,449,345	272,347	SH		SOLE		0	0	272,347
ISHARES TR	RUS MDCP VAL ETF	464287473	23,922,142	205,711	SH		SOLE		0	0	205,711
ISHARES TR	RUS MID CAP ETF	464287499	234,978	3,023	SH		SOLE		0	0	3,023
ISHARES TR	RUSSELL 2000 ETF	464287655	2,114,510	10,535	SH		SOLE		0	0	10,535
ISHARES TR	RUSSELL 3000 ETF	464287689	280,909	1,026	SH		SOLE		0	0	1,026
ISHARES TR	S&P 500 GRWT ETF	464287309	13,858,077	184,528	SH		SOLE		335	0	184,193
ISHARES TR	S&P 500 VAL ETF	464287408	2,021,888	11,627	SH		SOLE		110	0	11,517
ISHARES TR	S&P MC 400GR ETF	464287606	2,860,899	36,113	SH		SOLE		50	0	36,063
ISHARES TR	S&P MC 400VL ETF	464287705	934,636	8,196	SH		SOLE		74	0	8,122
ISHARES TR	SELECT DIVID ETF	464287168	791,352	6,751	SH		SOLE		0	0	6,751
ISHARES TR	SHRT NAT MUN ETF	464288158	10,732,352	101,796	SH		SOLE		0	0	101,796
ISHARES TR	U.S. FIXED INCME	46435U796	836,503	9,694	SH		SOLE		0	0	9,694
ISHARES TR	U.S. TECH ETF	464287721	401,147	3,268	SH		SOLE		0	0	3,268
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	46641Q332	11,236,356	204,372	SH		SOLE		0	0	204,372
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	46641Q852	11,954,621	250,149	SH		SOLE		0	0	250,149
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	46641Q647	29,671,970	582,260	SH		SOLE		0	0	582,260
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT INC	46641Q837	646,711	12,875	SH		SOLE		0	0	12,875
JOHNSON & JOHNSON	COM	478160104	5,478,025	34,950	SH		SOLE		43	0	34,907
JPMORGAN CHASE & CO	COM	46625H100	9,878,295	58,073	SH		SOLE		19	0	58,054
KEURIG DR PEPPER INC	COM	49271V100	467,813	14,040	SH		SOLE		29	0	14,011
KEYCORP	COM	493267108	229,666	15,949	SH		SOLE		0	0	15,949
KIMBERLY-CLARK CORP	COM	494368103	343,995	2,831	SH		SOLE		17	0	2,814
KLA CORP	COM NEW	482480100	340,642	586	SH		SOLE		0	0	586
KNIFE RIVER CORP	COMMON STOCK	498894104	503,696	7,611	SH		SOLE		0	0	7,611
LAM RESEARCH CORP	COM	512807108	869,226	1,110	SH		SOLE		0	0	1,110
LINDE PLC	SHS	G54950103	1,600,948	3,898	SH		SOLE		0	0	3,898
LKQ CORP	COM	501889208	238,472	4,990	SH		SOLE		0	0	4,990
LOCKHEED MARTIN CORP	COM	539830109	3,452,928	7,618	SH		SOLE		0	0	7,618
LOWES COS INC	COM	548661107	644,272	2,895	SH		SOLE		0	0	2,895
MASTERCARD INCORPORATED	CL A	57636Q104	1,094,541	2,566	SH		SOLE		0	0	2,566
MCCORMICK & CO INC	COM NON VTG	579780206	202,660	2,962	SH		SOLE		0	0	2,962
MCDONALDS CORP	COM	580135101	4,112,305	13,869	SH		SOLE		11	0	13,858
MCKESSON CORP	COM	58155Q103	920,322	1,988	SH		SOLE		0	0	1,988
MDU RES GROUP INC	COM	552690109	607,949	30,705	SH		SOLE		0	0	30,705
MEDTRONIC PLC	SHS	G5960L103	494,857	6,007	SH		SOLE		33	0	5,974
MERCADOLIBRE INC	COM	58733R102	427,459	272	SH		SOLE		0	0	272
MERCK & CO INC	COM	58933Y105	6,336,990	58,127	SH		SOLE		27	0	58,100
META PLATFORMS INC	CL A	30303M102	2,700,595	7,630	SH		SOLE		2	0	7,628
MGIC INVT CORP WIS	COM	552848103	221,102	11,462	SH		SOLE		0	0	11,462
MICROCHIP TECHNOLOGY INC.	COM	595017104	805,037	8,927	SH		SOLE		0	0	8,927
MICRON TECHNOLOGY INC	COM	595112103	220,709	2,586	SH		SOLE		0	0	2,586
MICROSOFT CORP	COM	594918104	18,956,302	50,410	SH		SOLE		81	0	50,329
MONDELEZ INTL INC	CL A	609207105	664,618	9,176	SH		SOLE		42	0	9,134
MORGAN STANLEY	COM NEW	617446448	388,200	4,163	SH		SOLE		0	0	4,163
NETFLIX INC	COM	64110L106	1,462,101	3,003	SH		SOLE		0	0	3,003
NEWMONT CORP	COM	651639106	1,514,212	36,584	SH		SOLE		43	0	36,541
NEXTERA ENERGY INC	COM	65339F101	1,046,605	17,231	SH		SOLE		21	0	17,210
NIKE INC	CL B	654106103	678,817	6,252	SH		SOLE		9	0	6,243
NIKOLA CORP	COM	654110105	8,748	10,000	SH		SOLE		0	0	10,000
NORFOLK SOUTHN CORP	COM	655844108	549,820	2,326	SH		SOLE		9	0	2,317
NORTHROP GRUMMAN CORP	COM	666807102	252,327	539	SH		SOLE		0	0	539
NOVO-NORDISK A S	ADR	670100205	243,935	2,358	SH		SOLE		0	0	2,358
NUCOR CORP	COM	670346105	474,115	2,724	SH		SOLE		0	0	2,724
NUSHARES ETF TR	NUVEEN ESG EMRGN	67092P888	767,590	28,482	SH		SOLE		0	0	28,482
NUSHARES ETF TR	NUVEEN ESG INTL	67092P805	2,867,156	97,456	SH		SOLE		0	0	97,456
NUSHARES ETF TR	NUVEEN ESG LRGCP	67092P201	997,867	14,364	SH		SOLE		0	0	14,364
NUSHARES ETF TR	NUVEEN ESG LRGVL	67092P300	3,414,933	95,097	SH		SOLE		0	0	95,097
NUSHARES ETF TR	NUVEEN ESG MIDCP	67092P409	229,344	5,418	SH		SOLE		0	0	5,418
NUSHARES ETF TR	NUVEEN ESG MIDVL	67092P508	639,694	20,282	SH		SOLE		0	0	20,282
NUSHARES ETF TR	NUVEEN ESG SMLCP	67092P607	1,075,758	27,513	SH		SOLE		0	0	27,513
NUSHARES ETF TR	NUVEEN ESG US	67092P870	1,336,735	60,051	SH		SOLE		0	0	60,051
NVIDIA CORPORATION	COM	67066G104	5,296,511	10,695	SH		SOLE		0	0	10,695
OLD REP INTL CORP	COM	680223104	278,683	9,479	SH		SOLE		0	0	9,479
OMNICOM GROUP INC	COM	681919106	287,559	3,324	SH		SOLE		0	0	3,324
ONEOK INC NEW	COM	682680103	371,955	5,297	SH		SOLE		0	0	5,297
ORACLE CORP	COM	68389X105	1,521,650	14,433	SH		SOLE		155	0	14,278
OTIS WORLDWIDE CORP	COM	68902V107	251,330	2,809	SH		SOLE		0	0	2,809
PACER FDS TR	US CASH COWS 100	69374H881	288,404	5,547	SH		SOLE		335	0	5,212
PALO ALTO NETWORKS INC	COM	697435105	394,255	1,337	SH		SOLE		0	0	1,337
PARKER-HANNIFIN CORP	COM	701094104	931,075	2,021	SH		SOLE		0	0	2,021
PAYCHEX INC	COM	704326107	421,411	3,538	SH		SOLE		0	0	3,538
PEMBINA PIPELINE CORP	COM	706327103	240,630	6,991	SH		SOLE		0	0	6,991
PEPSICO INC	COM	713448108	5,937,429	34,959	SH		SOLE		7	0	34,952
PFIZER INC	COM	717081103	4,087,255	141,968	SH		SOLE		64	0	141,904
PHILIP MORRIS INTL INC	COM	718172109	819,625	8,712	SH		SOLE		7	0	8,705
PHILLIPS 66	COM	718546104	609,294	4,576	SH		SOLE		0	0	4,576
PIMCO ETF TR	INTER MUN BD ACT	72201R866	21,950,438	415,728	SH		SOLE		0	0	415,728
PIONEER NAT RES CO	COM	723787107	203,975	907	SH		SOLE		3	0	904
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	726503105	212,100	14,000	SH		SOLE		0	0	14,000
PPG INDS INC	COM	693506107	264,853	1,771	SH		SOLE		0	0	1,771
PREMIER INC	CL A	74051N102	577,223	25,815	SH		SOLE		0	0	25,815
PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	2,681,152	34,081	SH		SOLE		0	0	34,081
PROCTER AND GAMBLE CO	COM	742718109	3,643,078	24,861	SH		SOLE		39	0	24,822
PRUDENTIAL FINL INC	COM	744320102	879,520	8,481	SH		SOLE		0	0	8,481
QUALCOMM INC	COM	747525103	739,744	5,115	SH		SOLE		95	0	5,020
REGENERON PHARMACEUTICALS	COM	75886F107	280,175	319	SH		SOLE		1	0	318
ROCKWELL AUTOMATION INC	COM	773903109	1,514,723	4,879	SH		SOLE		0	0	4,879
RPM INTL INC	COM	749685103	452,548	4,054	SH		SOLE		0	0	4,054
RTX CORPORATION	COM	75513E101	834,806	9,922	SH		SOLE		0	0	9,922
SALESFORCE INC	COM	79466L302	1,206,722	4,586	SH		SOLE		6	0	4,580
SCHWAB CHARLES CORP	COM	808513105	352,475	5,123	SH		SOLE		28	0	5,095
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	95,909,555	2,594,955	SH		SOLE		0	0	2,594,955
SCHWAB STRATEGIC TR	US AGGREGATE B	808524839	139,631,386	2,995,096	SH		SOLE		0	0	2,995,096
SCHWAB STRATEGIC TR	US BRD MKT ETF	808524102	608,974	10,939	SH		SOLE		0	0	10,939
SCHWAB STRATEGIC TR	US DIVIDEND EQ	808524797	271,458,967	3,565,729	SH		SOLE		0	0	3,565,729
SCHWAB STRATEGIC TR	US LCAP GR ETF	808524300	409,131,080	4,931,667	SH		SOLE		0	0	4,931,667
SCHWAB STRATEGIC TR	US LCAP VA ETF	808524409	292,341,577	4,170,351	SH		SOLE		0	0	4,170,351
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	2,042,413	36,213	SH		SOLE		0	0	36,213
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	604,955	12,806	SH		SOLE		0	0	12,806
SCHWAB STRATEGIC TR	US TIPS ETF	808524870	2,022,071	38,737	SH		SOLE		0	0	38,737
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	600,209	15,963	SH		SOLE		0	0	15,963
SELECT SECTOR SPDR TR	INDL	81369Y704	207,462	1,820	SH		SOLE		0	0	1,820
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	492,264	2,753	SH		SOLE		0	0	2,753
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	249,800	3,468	SH		SOLE		0	0	3,468
SELECT SECTOR SPDR TR	SBI HEALTHCARE	81369Y209	205,388	1,506	SH		SOLE		0	0	1,506
SELECT SECTOR SPDR TR	SBI INT-UTILS	81369Y886	291,255	4,599	SH		SOLE		0	0	4,599
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	1,680,934	8,733	SH		SOLE		86	0	8,647
SEMPRA	COM	816851109	278,519	3,727	SH		SOLE		35	0	3,692
SERVICENOW INC	COM	81762P102	1,107,070	1,567	SH		SOLE		0	0	1,567
SHERWIN WILLIAMS CO	COM	824348106	462,860	1,484	SH		SOLE		0	0	1,484
SHOPIFY INC	CL A	82509L107	342,215	4,393	SH		SOLE		41	0	4,352
SNAP ON INC	COM	833034101	321,479	1,113	SH		SOLE		0	0	1,113
SOUTHERN CO	COM	842587107	760,302	10,843	SH		SOLE		0	0	10,843
SPDR GOLD TR	GOLD SHS	78463V107	870,015	4,551	SH		SOLE		64	0	4,487
SPDR INDEX SHS FDS	EURO STOXX 50	78463X202	332,327	6,951	SH		SOLE		0	0	6,951
SPDR INDEX SHS FDS	MSCI ACWI EXUS	78463X848	60,273,728	2,229,058	SH		SOLE		0	0	2,229,058
SPDR S&P 500 ETF TR	TR UNIT	78462F103	8,542,211	17,972	SH		SOLE		0	0	17,972
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	1,514,529	2,985	SH		SOLE		0	0	2,985
SPDR SER TR	BLOOMBERG INVT	78468R200	4,149,178	135,638	SH		SOLE		0	0	135,638
SPDR SER TR	DJ REIT ETF	78464A607	204,938	2,150	SH		SOLE		0	0	2,150
SPDR SER TR	NUVEEN BLMBRG SH	78468R739	1,196,375	25,034	SH		SOLE		0	0	25,034
SPDR SER TR	NUVEEN BLOOMBERG	78464A284	73,209,433	2,893,653	SH		SOLE		0	0	2,893,653
SPDR SER TR	PORTFOLIO S&P400	78464A847	667,756	13,706	SH		SOLE		0	0	13,706
SPDR SER TR	PRTFLO S&P500 VL	78464A508	32,166,213	689,818	SH		SOLE		0	0	689,818
SPDR SER TR	S&P 400 MDCP GRW	78464A821	5,485,608	72,494	SH		SOLE		0	0	72,494
SPDR SER TR	S&P 400 MDCP VAL	78464A839	2,857,197	38,937	SH		SOLE		0	0	38,937
SPDR SER TR	S&P 600 SMCP GRW	78464A201	7,457,850	89,177	SH		SOLE		0	0	89,177
SPDR SER TR	S&P 600 SMCP VAL	78464A300	19,046,391	228,621	SH		SOLE		0	0	228,621
SPDR SER TR	S&P DIVID ETF	78464A763	1,412,257	11,301	SH		SOLE		0	0	11,301
STARBUCKS CORP	COM	855244109	1,294,024	13,478	SH		SOLE		0	0	13,478
STRYKER CORPORATION	COM	863667101	538,467	1,798	SH		SOLE		0	0	1,798
SYNOPSYS INC	COM	871607107	674,017	1,309	SH		SOLE		0	0	1,309
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	315,536	3,034	SH		SOLE		0	0	3,034
TARGET CORP	COM	87612E106	1,775,773	12,469	SH		SOLE		4	0	12,465
TC ENERGY CORP	COM	87807B107	277,500	7,099	SH		SOLE		0	0	7,099
TEREX CORP NEW	COM	880779103	240,068	4,178	SH		SOLE		0	0	4,178
TESLA INC	COM	88160R101	3,747,824	15,083	SH		SOLE		8	0	15,075
TEXAS INSTRS INC	COM	882508104	4,482,848	26,299	SH		SOLE		0	0	26,299
THERMO FISHER SCIENTIFIC INC	COM	883556102	6,141,564	11,571	SH		SOLE		6	0	11,565
TIMKEN CO	COM	887389104	314,669	3,926	SH		SOLE		0	0	3,926
TJX COS INC NEW	COM	872540109	1,614,188	17,207	SH		SOLE		0	0	17,207
TOTALENERGIES SE	SPONSORED ADS	89151E109	373,959	5,550	SH		SOLE		0	0	5,550
TRANE TECHNOLOGIES PLC	SHS	G8994E103	735,846	3,017	SH		SOLE		0	0	3,017
TRAVELERS COMPANIES INC	COM	89417E109	277,133	1,455	SH		SOLE		13	0	1,442
UNION PAC CORP	COM	907818108	1,688,265	6,873	SH		SOLE		0	0	6,873
UNITED PARCEL SERVICE INC	CL B	911312106	1,909,807	12,147	SH		SOLE		68	0	12,079
UNITEDHEALTH GROUP INC	COM	91324P102	2,881,301	5,473	SH		SOLE		8	0	5,465
US BANCORP DEL	COM NEW	902973304	3,563,349	82,332	SH		SOLE		0	0	82,332
VALERO ENERGY CORP	COM	91913Y100	1,866,691	14,359	SH		SOLE		0	0	14,359
VANECK ETF TRUST	HIGH YLD MUNIETF	92189H409	27,236,064	527,524	SH		SOLE		0	0	527,524
VANECK ETF TRUST	SEMICONDUCTR ETF	92189F676	303,225	1,734	SH		SOLE		0	0	1,734
VANGUARD BD INDEX FDS	INTERMED TERM	921937819	12,604,991	165,030	SH		SOLE		0	0	165,030
VANGUARD BD INDEX FDS	TOTAL BND MRKT	921937835	1,312,720	17,848	SH		SOLE		0	0	17,848
VANGUARD INDEX FDS	GROWTH ETF	922908736	553,988	1,782	SH		SOLE		0	0	1,782
VANGUARD INDEX FDS	MCAP GR IDXVIP	922908538	8,038,238	36,609	SH		SOLE		0	0	36,609
VANGUARD INDEX FDS	MCAP VL IDXVIP	922908512	12,602,094	86,905	SH		SOLE		0	0	86,905
VANGUARD INDEX FDS	MID CAP ETF	922908629	415,960	1,788	SH		SOLE		0	0	1,788
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	358,918	4,062	SH		SOLE		0	0	4,062
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	1,563,867	3,580	SH		SOLE		0	0	3,580
VANGUARD INDEX FDS	SM CP VAL ETF	922908611	4,562,285	25,350	SH		SOLE		0	0	25,350
VANGUARD INDEX FDS	SMALL CP ETF	922908751	287,569	1,348	SH		SOLE		0	0	1,348
VANGUARD INDEX FDS	SML CP GRW ETF	922908595	9,747,208	40,316	SH		SOLE		0	0	40,316
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	2,449,808	10,327	SH		SOLE		0	0	10,327
VANGUARD INDEX FDS	VALUE ETF	922908744	6,596,239	44,122	SH		SOLE		0	0	44,122
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	18,967,034	461,485	SH		SOLE		0	0	461,485
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	922042742	1,449,168	14,086	SH		SOLE		0	0	14,086
VANGUARD MALVERN FDS	STRM INFPROIDX	922020805	1,888,582	39,768	SH		SOLE		0	0	39,768
VANGUARD MUN BD FDS	TAX EXEMPT BD	922907746	3,062,336	59,987	SH		SOLE		0	0	59,987
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	921908844	42,699,002	250,581	SH		SOLE		0	0	250,581
VANGUARD STAR FDS	VG TL INTL STK F	921909768	34,150,206	589,203	SH		SOLE		0	0	589,203
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	1,540,669	32,164	SH		SOLE		0	0	32,164
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	7,688,861	68,878	SH		SOLE		0	0	68,878
VANGUARD WHITEHALL FDS	INTL DVD ETF	921946810	10,369,786	130,701	SH		SOLE		0	0	130,701
VANGUARD WHITEHALL FDS	INTL HIGH ETF	921946794	2,084,594	31,352	SH		SOLE		0	0	31,352
VANGUARD WORLD FD	ESG US STK ETF	921910733	505,427	5,942	SH		SOLE		0	0	5,942
VANGUARD WORLD FDS	COMM SRVC ETF	92204A884	300,079	2,549	SH		SOLE		0	0	2,549
VANGUARD WORLD FDS	CONSUM STP ETF	92204A207	371,990	1,948	SH		SOLE		0	0	1,948
VANGUARD WORLD FDS	FINANCIALS ETF	92204A405	413,325	4,480	SH		SOLE		0	0	4,480
VANGUARD WORLD FDS	HEALTH CAR ETF	92204A504	1,218,449	4,860	SH		SOLE		45	0	4,815
VANGUARD WORLD FDS	INDUSTRIAL ETF	92204A603	486,269	2,206	SH		SOLE		0	0	2,206
VANGUARD WORLD FDS	INF TECH ETF	92204A702	3,038,883	6,279	SH		SOLE		0	0	6,279
VANGUARD WORLD FDS	MATERIALS ETF	92204A801	332,585	1,751	SH		SOLE		0	0	1,751
VERIZON COMMUNICATIONS INC	COM	92343V104	4,782,411	126,854	SH		SOLE		30	0	126,824
VISA INC	COM CL A	92826C839	3,153,287	12,112	SH		SOLE		16	0	12,096
WALMART INC	COM	931142103	1,875,941	11,899	SH		SOLE		18	0	11,881
WASTE MGMT INC DEL	COM	94106L109	970,701	5,420	SH		SOLE		10	0	5,410
WEC ENERGY GROUP INC	COM	92939U106	764,179	9,079	SH		SOLE		0	0	9,079
WELLS FARGO CO NEW	COM	949746101	633,486	12,870	SH		SOLE		22	0	12,848
WILLIAMS COS INC	COM	969457100	286,623	8,229	SH		SOLE		15	0	8,214
WISDOMTREE TR	US HIGH DIVIDEND	97717W208	2,644,087	32,174	SH		SOLE		230	0	31,944
WISDOMTREE TR	US MIDCAP DIVID	97717W505	9,886,815	216,389	SH		SOLE		0	0	216,389
WISDOMTREE TR	US QTLY DIV GRT	97717X669	354,914	5,050	SH		SOLE		0	0	5,050
WORKIVA INC	COM CL A	98139A105	1,802,665	17,755	SH		SOLE		9	0	17,746
WP CAREY INC	COM	92936U109	218,993	3,379	SH		SOLE		0	0	3,379
ZOETIS INC	CL A	98978V103	407,174	2,063	SH		SOLE		8	0	2,055

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:	372
Form 13F Information table Value Total:	2624534824 (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: