MCKINLEY CARTER WEALTH SERVICES, INC.
Adviser information for MCKINLEY CARTER WEALTH SERVICES, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | West Virginia, United States |
Employees
| Total Number of Employees | 48 |
|---|---|
| Investment Advisory/Research | 36 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 32 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 6 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4,932 | $2.1B |
| Non-Discretionary | 279 | $118.3M |
| Total | 5,211 | $2.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,202 | $416.3M |
| HNW Individuals | 527 | $1.4B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 67 | $353.9M |
| Charitable organizations | 35 | $56.8M |
| State or municipal gov entities | 1 | $165,092 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $29.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 11 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 2000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)INVESTMENT CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
2100 MARKET STREETWHEELING
WV
United States
Monday - Friday, 9:00 AM TO 4:00 PM
Tel: 304-230-2400, Fax: 304-230-2401
Websites
www.mckinleycarter.com
www.mc-ws.com
www.facebook.com/mckinleycarterwealthservices/
www.linkedin.com/company/mckinley-carter
twitter.com/mckinleycarter
mckinleycarter.com/insights
www.instagram.com/mckinleycarterwealthservices/
www.facebook.com/communityfitnesschallengewheeling/
www.youtube.com/@mckinleycarterwealthservices
www.investinginagoodlife.com
Chief Compliance Officer
JOHN J. BINZ
CHIEF COMPLIANCE OFFICER
100 BRADFORD ROAD
SUITE 400
WEXFORD
PA
United States
Tel:
(724)940-4400
Fax:
(724)940-4425
J****@********M
(Full email address available in API data)
Regulatory Contact
TERESA SHAWVER
MANAGER OF ADVISORY SERVICE STANDARDS
129 SUMMERS STREET
SUITE 200
CHARLESTON
WV
United States
Tel:
304-346-3700
Fax:
304-346-0597
T*******@********M
(Full email address available in API data)
Industry Affiliates
| ATTORNEY | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCKINLEY, DAVID, HOLMAN | Individual | – | PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | 09/2005 | 50-75% |
| GONGAWARE, BRIAN, TYRONE | Individual | – | DIRECTOR, ADVISORY SERVICES | 04/2009 | 10-25% |
| PAYNE, LORI, BETH | Individual | – | CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER | 01/2015 | < 5% |
| TRISCHLER, MEREDITH, LEIGH | Individual | – | CONTROLLER | 01/2015 | < 5% |
| PHILLIPPI, TYRONE, CONWAY | Individual | – | REGIONAL MANAGING DIRECTOR | 09/2020 | 5-10% |
| Binz, John, James | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 534K | 5K | – |
| ABBVIE INC | COM | 4M | 21K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 4M | 15K | – |
| ACUITY BRANDS INC | COM | 4M | 19K | – |
| ADOBE INC | COM | 7M | 13K | – |
| AIR PRODS & CHEMS INC | COM | 2M | 8K | – |
| ALLIANT ENERGY CORP | COM | 240K | 5K | – |
| ALPHABET INC | CAP STK CL A | 14M | 79K | – |
| ALPHABET INC | CAP STK CL C | 1M | 6K | – |
| ALPS ETF TR | ALERIAN MLP | 226K | 5K | – |
| AMAZON COM INC | COM | 9M | 46K | – |
| AMERICAN ELEC PWR CO INC | COM | 393K | 4K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 211K | 2K | – |
| AMGEN INC | COM | 473K | 2K | – |
| APPLE INC | COM | 31M | 145K | – |
| APPLE INC | COM | 590K | – | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 278K | 272 | – |
| ASTRAZENECA PLC | SPONSORED ADR | 385K | 5K | – |
| AT&T INC | COM | 404K | 21K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 3M | 11K | – |
| BANK NEW YORK MELLON CORP | COM | 212K | 4K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 3M | 5 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 11M | 207K | – |
| BLACKROCK ETF TRUST II | HIGH YLD MUNI IN | 243K | 11K | – |
| BLACKROCK INC | COM | 307K | 390 | – |
| BLACKSTONE INC | COM | 633K | 5K | – |
| BROADCOM INC | COM | 17M | 11K | – |
| BROADSTONE NET LEASE INC | COM | 189K | 12K | – |
| CACI INTL INC | CL A | 9M | 22K | – |
| CATERPILLAR INC | COM | 3M | 9K | – |
| CHEVRON CORP NEW | COM | 3M | 21K | – |
| CINCINNATI FINL CORP | COM | 295K | 2K | – |
| CINTAS CORP | COM | 806K | 1K | – |
| CISCO SYS INC | COM | 311K | 7K | – |
| CITY HLDG CO | COM | 2M | 16K | – |
| CLOROX CO DEL | COM | 304K | 2K | – |
| CME GROUP INC | COM | 216K | 1K | – |
| COCA COLA CO | COM | 518K | 8K | – |
| COLGATE PALMOLIVE CO | COM | 450K | 5K | – |
| COLUMBIA ETF TR II | EM CORE EX ETF | 5M | 141K | – |
| COMCAST CORP NEW | CL A | 1M | 38K | – |
| CORTEVA INC | COM | 397K | 7K | – |
| COSTCO WHSL CORP NEW | COM | 15M | 18K | – |
| CSX CORP | COM | 782K | 23K | – |
| DANAHER CORPORATION | COM | 758K | 3K | – |
| DICKS SPORTING GOODS INC | COM | 430K | 2K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 7M | 139K | – |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 2M | 18K | – |
| DISNEY WALT CO | COM | 538K | 5K | – |
| DOW INC | COM | 354K | 7K | – |
| DTE ENERGY CO | COM | 425K | 4K | – |
| DUKE ENERGY CORP NEW | COM NEW | 469K | 5K | – |
| EA SERIES TRUST | STRIVE 1000 GRWT | 232K | 6K | – |
| EA SERIES TRUST | STRIVE 1000 VALU | 204K | 7K | – |
| ECOLAB INC | COM | 526K | 2K | – |
| EDWARDS LIFESCIENCES CORP | COM | 510K | 6K | – |
| ELEVANCE HEALTH INC | COM | 213K | 393 | – |
| ELI LILLY & CO | COM | 6M | 6K | – |
| EXTRA SPACE STORAGE INC | COM | 672K | 4K | – |
| EXXON MOBIL CORP | COM | 2M | 15K | – |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 17M | 380K | – |
| FIRST COMWLTH FINL CORP PA | COM | 173K | 13K | – |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 972K | 8K | – |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 537K | 3K | – |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 1M | 8K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 285K | 12K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 377K | 10K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 230K | 6K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 1M | 30K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 916K | 24K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 502K | 11K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 618K | 14K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 294K | 6K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 662K | 17K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1M | 24K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 943K | 22K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 343K | 8K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1M | 27K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 898K | 23K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 919K | 23K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 973K | 23K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 674K | 19K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 3M | 60K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 2M | 37K | – |
| FIRST TR NASDAQ 100 TECH IND | SHS | 1M | 6K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 2M | 42K | – |
| FISERV INC | COM | 9M | 61K | – |
| FLEXSHARES TR | MORNSTAR UPSTR | 351K | 9K | – |
| GALLAGHER ARTHUR J & CO | COM | 8M | 31K | – |
| GENERAL DYNAMICS CORP | COM | 2M | 7K | – |
| GENUINE PARTS CO | COM | 1M | 9K | – |
| GILEAD SCIENCES INC | COM | 215K | 3K | – |
| GLOBAL PMTS INC | COM | 5M | 51K | – |
| GRAINGER W W INC | COM | 9M | 10K | – |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 2M | 33K | – |
| HCA HEALTHCARE INC | COM | 533K | 2K | – |
| HERSHEY CO | COM | 293K | 2K | – |
| HOME DEPOT INC | COM | 10M | 29K | – |
| HUBBELL INC | COM | 6M | 17K | – |
| IDACORP INC | COM | 223K | 2K | – |
| ILLINOIS TOOL WKS INC | COM | 2M | 8K | – |
| INSPIREMD INC | COM | 25K | 10K | – |
| INTEL CORP | COM | 346K | 11K | – |
| INTUIT | COM | 12M | 18K | – |
| INTUITIVE SURGICAL INC | COM NEW | 331K | 743 | – |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 1M | 44K | – |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | 1M | 33K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 348K | 5K | – |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 325K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | 898K | 26K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2M | 10K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 1M | 22K | – |
| INVESCO QQQ TR | UNIT SER 1 | 5M | 10K | – |
| ISHARES INC | CORE MSCI EMKT | 20M | 373K | – |
| ISHARES INC | ESG AWR MSCI EM | 817K | 24K | – |
| ISHARES INC | MSCI EMRG CHN | 57M | 960K | – |
| ISHARES TR | AGGRES ALLOC ETF | 753K | 10K | – |
| ISHARES TR | BROAD USD HIGH | 4M | 112K | – |
| ISHARES TR | CORE 1 5 YR USD | 9M | 193K | – |
| ISHARES TR | CORE DIV GRWTH | 2M | 30K | – |
| ISHARES TR | CORE MSCI EAFE | 60M | 820K | – |
| ISHARES TR | CORE S&P MCP ETF | 15M | 261K | – |
| ISHARES TR | CORE S&P SCP ETF | 14M | 135K | – |
| ISHARES TR | CORE S&P TTL STK | 272K | 2K | – |
| ISHARES TR | CORE S&P500 ETF | 97M | 178K | – |
| ISHARES TR | CORE US AGGBD ET | 90M | 924K | – |
| ISHARES TR | EAFE GRWTH ETF | 28M | 278K | – |
| ISHARES TR | ESG ADVNCD HY BD | 315K | 7K | – |
| ISHARES TR | ESG AW MSCI EAFE | 3M | 39K | – |
| ISHARES TR | ESG AWARE MSCI | 331K | 9K | – |
| ISHARES TR | ESG AWR MSCI USA | 5M | 41K | – |
| ISHARES TR | ESG AWRE 1 5 YR | 570K | 23K | – |
| ISHARES TR | ESG AWRE USD ETF | 588K | 26K | – |
| ISHARES TR | ESG SCRD S&P MID | 654K | 17K | – |
| ISHARES TR | EXPONENTIAL TECH | 628K | 11K | – |
| ISHARES TR | GLB CNSM STP ETF | 1M | 24K | – |
| ISHARES TR | GLOBAL 100 ETF | 273K | 3K | – |
| ISHARES TR | GLOBAL TECH ETF | 249K | 3K | – |
| ISHARES TR | GRWT ALLOCAT ETF | 825K | 15K | – |
| ISHARES TR | HDG MSCI EAFE | 625K | 18K | – |
| ISHARES TR | IBOXX INV CP ETF | 495K | 5K | – |
| ISHARES TR | INTERNATIONAL SL | 12M | 386K | – |
| ISHARES TR | ISHARES SEMICDTR | 397K | 2K | – |
| ISHARES TR | ISHS 1-5YR INVS | 24M | 467K | – |
| ISHARES TR | MBS ETF | 7M | 81K | – |
| ISHARES TR | MODERT ALLOC ETF | 353K | 8K | – |
| ISHARES TR | MRGSTR MD CP GRW | 559K | 8K | – |
| ISHARES TR | MSCI ACWI ETF | 202K | 2K | – |
| ISHARES TR | MSCI EAFE ETF | 6M | 71K | – |
| ISHARES TR | MSCI EMG MKT ETF | 604K | 14K | – |
| ISHARES TR | MSCI USA MIN VOL | 397K | 5K | – |
| ISHARES TR | MSCI USA MMENTM | 1M | 7K | – |
| ISHARES TR | MSCI USA QLT FCT | 3M | 19K | – |
| ISHARES TR | MSCI USA VALUE | 467K | 5K | – |
| ISHARES TR | NATIONAL MUN ETF | 14M | 131K | – |
| ISHARES TR | RUS 1000 ETF | 96M | 324K | – |
| ISHARES TR | RUS 1000 GRW ETF | 20M | 55K | – |
| ISHARES TR | RUS 1000 VAL ETF | 4M | 24K | – |
| ISHARES TR | RUS 2000 GRW ETF | 2M | 6K | – |
| ISHARES TR | RUS 2000 VAL ETF | 994K | 7K | – |
| ISHARES TR | RUS MD CP GR ETF | 4M | 36K | – |
| ISHARES TR | RUS MDCP VAL ETF | 554K | 5K | – |
| ISHARES TR | RUS MID CAP ETF | 2M | 27K | – |
| ISHARES TR | RUS TOP 200 ETF | 53M | 394K | – |
| ISHARES TR | RUS TP200 GR ETF | 523K | 2K | – |
| ISHARES TR | RUS TP200 VL ETF | 1M | 14K | – |
| ISHARES TR | RUSSELL 2000 ETF | 7M | 34K | – |
| ISHARES TR | S&P 100 ETF | 5M | 19K | – |
| ISHARES TR | S&P 500 GRWT ETF | 905K | 10K | – |
| ISHARES TR | S&P 500 VAL ETF | 55M | 304K | – |
| ISHARES TR | S&P SML 600 GWT | 2M | 13K | – |
| ISHARES TR | SHRT NAT MUN ETF | 2M | 16K | – |
| ISHARES TR | SP SMCP600VL ETF | 3M | 31K | – |
| ISHARES TR | US TREAS BD ETF | 27M | 1M | – |
| ISHARES TR | USD INV GRDE ETF | 9M | 183K | – |
| J P MORGAN EXCHANGE TRADED F | USD EMRNG MKT | 4M | 94K | – |
| JACOBS SOLUTIONS INC | COM | 8M | 54K | – |
| JOHNSON & JOHNSON | COM | 3M | 19K | – |
| JPMORGAN CHASE & CO. | COM | 5M | 24K | – |
| KIMBERLY-CLARK CORP | COM | 299K | 2K | – |
| KRAFT HEINZ CO | COM | 335K | 10K | – |
| LINDE PLC | SHS | 8M | 17K | – |
| LOCKHEED MARTIN CORP | COM | 3M | 7K | – |
| LOWES COS INC | COM | 3M | 13K | – |
| MASTERCARD INCORPORATED | CL A | 9M | 21K | – |
| MCDONALDS CORP | COM | 3M | 12K | – |
| MCKESSON CORP | COM | 8M | 13K | – |
| MEDTRONIC PLC | SHS | 1M | 18K | – |
| MERCK & CO INC | COM | 3M | 21K | – |
| META PLATFORMS INC | CL A | 3M | 6K | – |
| MICROSOFT CORP | COM | 20M | 44K | – |
| MONDELEZ INTL INC | CL A | 2M | 25K | – |
| MONSTER BEVERAGE CORP NEW | COM | 5M | 98K | – |
| MORGAN STANLEY | COM NEW | 2M | 19K | – |
| MVB FINL CORP | COM | 482K | 26K | – |
| NETFLIX INC | COM | 5M | 8K | – |
| NEXTERA ENERGY INC | COM | 722K | 10K | – |
| NIKE INC | CL B | 375K | 5K | – |
| NISOURCE INC | COM | 267K | 9K | – |
| NORFOLK SOUTHN CORP | COM | 294K | 1K | – |
| NOVO-NORDISK A S | ADR | 9M | 64K | – |
| NVIDIA CORPORATION | COM | 3M | 26K | – |
| NXP SEMICONDUCTORS N V | COM | 317K | 1K | – |
| ORACLE CORP | COM | 838K | 6K | – |
| OREILLY AUTOMOTIVE INC | COM | 10M | 9K | – |
| PACER FDS TR | US CASH COWS 100 | 4M | 66K | – |
| PACKAGING CORP AMER | COM | 641K | 4K | – |
| PAYCHEX INC | COM | 395K | 3K | – |
| PEPSICO INC | COM | 7M | 41K | – |
| PFIZER INC | COM | 343K | 12K | – |
| PHILIP MORRIS INTL INC | COM | 243K | 2K | – |
| PIMCO ETF TR | INTER MUN BD ACT | 13M | 256K | – |
| PRICE T ROWE GROUP INC | COM | 1M | 13K | – |
| PROCTER AND GAMBLE CO | COM | 6M | 34K | – |
| PROGRESSIVE CORP | COM | 1M | 7K | – |
| PROLOGIS INC. | COM | 591K | 5K | – |
| PROSHARES TR | S&P 500 DV ARIST | 364K | 4K | – |
| ROPER TECHNOLOGIES INC | COM | 280K | 496 | – |
| RTX CORPORATION | COM | 404K | 4K | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 321K | 12K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 27M | 767K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 8M | 216K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 266K | 3K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 963K | 15K | – |
| SELECT SECTOR SPDR TR | ENERGY | 651K | 7K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 17M | 411K | – |
| SELECT SECTOR SPDR TR | INDL | 271K | 2K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 6M | 79K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 17M | 119K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 24M | 106K | – |
| SHERWIN WILLIAMS CO | COM | 254K | 850 | – |
| SILA REALTY TRUST INC | COMMON STOCK | 492K | 23K | – |
| SOUTHERN CO | COM | 486K | 6K | – |
| SPDR GOLD TR | GOLD SHS | 313K | 1K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 2M | 68K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 3M | 83K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 3K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 2M | 3K | – |
| SPDR SER TR | AEROSPACE DEF | 378K | 3K | – |
| SPDR SER TR | PORTFLI INTRMDIT | 285K | 10K | – |
| SPDR SER TR | PORTFOLI S&P1500 | 393K | 6K | – |
| SPDR SER TR | PORTFOLIO S&P400 | 1M | 24K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 6M | 99K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 293K | 7K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 486K | 6K | – |
| SPDR SER TR | S&P 600 SMCP GRW | 258K | 3K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 290K | 4K | – |
| STARBUCKS CORP | COM | 2M | 32K | – |
| SYSCO CORP | COM | 1M | 20K | – |
| TARGET CORP | COM | 418K | 3K | – |
| TESLA INC | COM | 829K | 4K | – |
| TEXAS INSTRS INC | COM | 2M | 12K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 3M | 5K | – |
| TJX COS INC NEW | COM | 9M | 86K | – |
| TRACTOR SUPPLY CO | COM | 2M | 9K | – |
| TRAVELERS COMPANIES INC | COM | 308K | 2K | – |
| TRUIST FINL CORP | COM | 793K | 20K | – |
| UNITED BANKSHARES INC WEST V | COM | 761K | 23K | – |
| UNITED PARCEL SERVICE INC | CL B | 1M | 10K | – |
| UNITEDHEALTH GROUP INC | COM | 10M | 19K | – |
| US BANCORP DEL | COM NEW | 2M | 39K | – |
| VANECK ETF TRUST | FALLEN ANGEL HG | 612K | 22K | – |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 689K | 7K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 13M | 179K | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 258K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 7M | 19K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 2M | 7K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 273K | 3K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 4K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3M | 17K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 3M | 12K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 3M | 12K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 6K | – |
| VANGUARD INDEX FDS | VALUE ETF | 2M | 10K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 5M | 81K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 736K | 17K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 7K | 58 | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1M | 12K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 18M | 351K | – |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 253K | 4K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2M | 28K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 467K | 3K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 80M | 2M | – |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 2M | 30K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 5M | 78K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 2M | 9K | – |
| VANGUARD WORLD FD | ENERGY ETF | 6M | 48K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 315K | 3K | – |
| VANGUARD WORLD FD | INF TECH ETF | 925K | 2K | – |
| VERIZON COMMUNICATIONS INC | COM | 242K | 6K | – |
| VISA INC | COM CL A | 2M | 9K | – |
| WALMART INC | COM | 1M | 16K | – |
| WASTE MGMT INC DEL | COM | 9M | 44K | – |
| WELLS FARGO CO NEW | COM | 209K | 4K | – |
| WISDOMTREE TR | EMER MKT HIGH FD | 365K | 8K | – |
| WISDOMTREE TR | US AI ENHANCED | 426K | 4K | – |
| WISDOMTREE TR | US MIDCAP FUND | 252K | 4K | – |
| ZOETIS INC | CL A | 359K | 2K | – |