# EDGAR Filing Document

**Accession Number:** 0001536755
**File Stem:** 0001536755-25-000010
**Filing Date:** 2025-7
**Character Count:** 25213
**Document Hash:** 8d303d15b3f8e6ae5ac5b0a502e4b58b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001536755-25-000010.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001536755-25-000010

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250725

**DATE AS OF CHANGE**: 20250725

**EFFECTIVENESS DATE**: 20250725

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Commonwealth Financial Services, LLC
- **CENTRAL INDEX KEY:** 0001536755

**ORGANIZATION NAME:**
- **EIN:** 550755058
- **STATE OF INCORPORATION:** WV
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16359
- **FILM NUMBER:** 251150858

**BUSINESS ADDRESS:**
- **STREET 1:** 373 TIMBERLINE PARKWAY
- **CITY:** VIENNA
- **STATE:** WV
- **ZIP:** 26105
- **BUSINESS PHONE:** 304.422.3531

**MAIL ADDRESS:**
- **STREET 1:** 373 TIMBERLINE PARKWAY
- **CITY:** VIENNA
- **STATE:** WV
- **ZIP:** 26105

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Commonwealth Financial Services LLC<br>**Address:** 373 TIMBERLINE PARKWAY<br>VIENNA, WV 26105

**Form 13F File Number:** 028-16359

**CRD Number (if applicable):** 000324930

**SEC File Number (if applicable):** 801-127499

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Seese<br>**Title:** Co-Founder / Owner / Financial Advisor<br>**Phone:** 304-422-3531

**Signature, Place, and Date of Signing:**

Michael Seese  Parkersburg, WV  07-25-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 215

**Form 13F Information Table Value Total:** $519364266

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 354927 | 2331 | SH |  | SOLE |  | 0 | 0 | 2331 |
| ABBOTT LABS | COM | 002824100 |  | 536390 | 3944 | SH |  | SOLE |  | 0 | 0 | 3944 |
| ABBVIE INC | COM | 00287Y109 |  | 1188361 | 6402 | SH |  | SOLE |  | 0 | 0 | 6402 |
| ADOBE INC | COM | 00724F101 |  | 251472 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 238210 | 1679 | SH |  | SOLE |  | 0 | 0 | 1679 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 |  | 265972 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1757935 | 9975 | SH |  | SOLE |  | 440 | 0 | 9535 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 562506 | 3171 | SH |  | SOLE |  | 0 | 0 | 3171 |
| ALPS ETF TR | SECTR DIV DOGS | 00162Q858 |  | 297165 | 5170 | SH |  | SOLE |  | 0 | 0 | 5170 |
| AMAZON COM INC | COM | 023135106 |  | 3607499 | 16443 | SH |  | SOLE |  | 15 | 0 | 16428 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 1924830 | 18551 | SH |  | SOLE |  | 0 | 0 | 18551 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 213869 | 968 | SH |  | SOLE |  | 0 | 0 | 968 |
| AMGEN INC | COM | 031162100 |  | 556438 | 1993 | SH |  | SOLE |  | 88 | 0 | 1905 |
| APPLE INC | COM | 037833100 |  | 4476555 | 21819 | SH |  | SOLE |  | 360 | 0 | 21459 |
| APPLIED MATLS INC | COM | 038222105 |  | 208517 | 1139 | SH |  | SOLE |  | 0 | 0 | 1139 |
| ARK ETF TR | FINTECH INNOVA | 00214Q708 |  | 380668 | 7577 | SH |  | SOLE |  | 0 | 0 | 7577 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 363095 | 453 | SH |  | SOLE |  | 0 | 0 | 453 |
| AT INC | COM | 00206R102 |  | 977796 | 33787 | SH |  | SOLE |  | 224 | 0 | 33563 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 394433 | 1279 | SH |  | SOLE |  | 34 | 0 | 1245 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 298886 | 361 | SH |  | SOLE |  | 0 | 0 | 361 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 925392 | 1905 | SH |  | SOLE |  | 0 | 0 | 1905 |
| BLACKROCK INC | COM | 09290D101 |  | 216586 | 206 | SH |  | SOLE |  | 0 | 0 | 206 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 323975 | 6999 | SH |  | SOLE |  | 0 | 0 | 6999 |
| BROADCOM INC | COM | 11135F101 |  | 2235968 | 8112 | SH |  | SOLE |  | 0 | 0 | 8112 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 581116 | 4980 | SH |  | SOLE |  | 858 | 0 | 4122 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 297453 | 10578 | SH |  | SOLE |  | 0 | 0 | 10578 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 219926 | 431 | SH |  | SOLE |  | 0 | 0 | 431 |
| CATERPILLAR INC | COM | 149123101 |  | 381918 | 984 | SH |  | SOLE |  | 0 | 0 | 984 |
| CHEVRON CORP NEW | COM | 166764100 |  | 652863 | 4559 | SH |  | SOLE |  | 0 | 0 | 4559 |
| CISCO SYS INC | COM | 17275R102 |  | 1474058 | 21246 | SH |  | SOLE |  | 0 | 0 | 21246 |
| CISCO SYS INC | COM | 17275R102 |  | 7125 | 17000 | SH | Put | SOLE |  | 0 | 0 | 17000 |
| COCA COLA CO | COM | 191216100 |  | 834841 | 11800 | SH |  | SOLE |  | 133 | 0 | 11667 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 287537 | 8057 | SH |  | SOLE |  | 0 | 0 | 8057 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2989716 | 3020 | SH |  | SOLE |  | 0 | 0 | 3020 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 758872 | 1490 | SH |  | SOLE |  | 62 | 0 | 1428 |
| CSX CORP | COM | 126408103 |  | 853209 | 26148 | SH |  | SOLE |  | 0 | 0 | 26148 |
| DISNEY WALT CO | COM | 254687106 |  | 231352 | 1866 | SH |  | SOLE |  | 0 | 0 | 1866 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 390003 | 3305 | SH |  | SOLE |  | 0 | 0 | 3305 |
| EA SERIES TRUST | US QUAN MOMENTUM | 02072L409 |  | 14130957 | 217466 | SH |  | SOLE |  | 0 | 0 | 217466 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 |  | 10494039 | 259753 | SH |  | SOLE |  | 0 | 0 | 259753 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 3152336 | 27976 | SH |  | SOLE |  | 0 | 0 | 27976 |
| EASTGROUP PPTYS INC | COM | 277276101 |  | 213078 | 1275 | SH |  | SOLE |  | 0 | 0 | 1275 |
| EATON CORP PLC | SHS | G29183103 |  | 416964 | 1168 | SH |  | SOLE |  | 0 | 0 | 1168 |
| ELI LILLY  CO | COM | 532457108 |  | 702347 | 901 | SH |  | SOLE |  | 6 | 0 | 895 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2004230 | 18592 | SH |  | SOLE |  | 0 | 0 | 18592 |
| FASTENAL CO | COM | 311900104 |  | 317095 | 7550 | SH |  | SOLE |  | 312 | 0 | 7238 |
| FEDEX CORP | COM | 31428X106 |  | 247768 | 1090 | SH |  | SOLE |  | 0 | 0 | 1090 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 7565344 | 94449 | SH |  | SOLE |  | 0 | 0 | 94449 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 201826 | 3156 | SH |  | SOLE |  | 0 | 0 | 3156 |
| FIRST TR EXCHANGE-TRADED FD | INTERMEDIATE GOV | 33738D838 |  | 20637210 | 1024179 | SH |  | SOLE |  | 116 | 0 | 1024063 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | 33733E732 |  | 6944996 | 436518 | SH |  | SOLE |  | 0 | 0 | 436518 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 6780710 | 74603 | SH |  | SOLE |  | 0 | 0 | 74603 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 |  | 1078265 | 25753 | SH |  | SOLE |  | 0 | 0 | 25753 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 955814 | 27092 | SH |  | SOLE |  | 0 | 0 | 27092 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 33733B100 |  | 268114 | 2483 | SH |  | SOLE |  | 0 | 0 | 2483 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 266690 | 5414 | SH |  | SOLE |  | 14 | 0 | 5400 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 258590 | 5785 | SH |  | SOLE |  | 0 | 0 | 5785 |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 |  | 31048044 | 707406 | SH |  | SOLE |  | 80 | 0 | 707326 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT | 33740F144 |  | 20862638 | 651595 | SH |  | SOLE |  | 0 | 0 | 651595 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 |  | 17247437 | 692946 | SH |  | SOLE |  | 78 | 0 | 692868 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F698 |  | 6617857 | 148976 | SH |  | SOLE |  | 0 | 0 | 148976 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F516 |  | 4359844 | 109082 | SH |  | SOLE |  | 0 | 0 | 109082 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 33740F631 |  | 2045534 | 50712 | SH |  | SOLE |  | 0 | 0 | 50712 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740F672 |  | 2043184 | 49751 | SH |  | SOLE |  | 0 | 0 | 49751 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U802 |  | 1994055 | 52884 | SH |  | SOLE |  | 0 | 0 | 52884 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U737 |  | 538998 | 13824 | SH |  | SOLE |  | 0 | 0 | 13824 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740F854 |  | 498837 | 11974 | SH |  | SOLE |  | 0 | 0 | 11974 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F839 |  | 219645 | 4915 | SH |  | SOLE |  | 0 | 0 | 4915 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT | 33740F136 |  | 204394 | 6504 | SH |  | SOLE |  | 0 | 0 | 6504 |
| FIRSTENERGY CORP | COM | 337932107 |  | 208386 | 5176 | SH |  | SOLE |  | 0 | 0 | 5176 |
| FRANKLIN TEMPLETON ETF TR | MUNICIPAL GRN BD | 35473P850 |  | 497989 | 21567 | SH |  | SOLE |  | 0 | 0 | 21567 |
| GE AEROSPACE | COM NEW | 369604301 |  | 209515 | 814 | SH |  | SOLE |  | 0 | 0 | 814 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 1265116 | 10423 | SH |  | SOLE |  | 0 | 0 | 10423 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 292301 | 413 | SH |  | SOLE |  | 0 | 0 | 413 |
| HOME DEPOT INC | COM | 437076102 |  | 670824 | 1830 | SH |  | SOLE |  | 102 | 0 | 1728 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 367408 | 1486 | SH |  | SOLE |  | 40 | 0 | 1446 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N106 |  | 467845 | 18074 | SH |  | SOLE |  | 0 | 0 | 18074 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y111 |  | 267024 | 10365 | SH |  | SOLE |  | 0 | 0 | 10365 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 376871 | 2054 | SH |  | SOLE |  | 78 | 0 | 1976 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 771543 | 2617 | SH |  | SOLE |  | 0 | 0 | 2617 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 301049 | 554 | SH |  | SOLE |  | 0 | 0 | 554 |
| INVESCO EXCH TRADED FD TR II | S 500 HB ETF | 46138E370 |  | 4473018 | 45863 | SH |  | SOLE |  | 0 | 0 | 45863 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 3432162 | 15113 | SH |  | SOLE |  | 0 | 0 | 15113 |
| INVESCO EXCH TRADED FD TR II | S MIDCP LOW | 46138E198 |  | 402397 | 6525 | SH |  | SOLE |  | 0 | 0 | 6525 |
| INVESCO EXCHANGE TRADED FD T | S PUR GWT | 46137V266 |  | 2925107 | 63909 | SH |  | SOLE |  | 0 | 0 | 63909 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 1106879 | 8605 | SH |  | SOLE |  | 0 | 0 | 8605 |
| INVESCO EXCHANGE TRADED FD T | S MDCP400 PR | 46137V217 |  | 948811 | 19462 | SH |  | SOLE |  | 0 | 0 | 19462 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 627883 | 8811 | SH |  | SOLE |  | 0 | 0 | 8811 |
| INVESCO EXCHANGE TRADED FD T | S SML600 GWT | 46137V175 |  | 313091 | 6192 | SH |  | SOLE |  | 0 | 0 | 6192 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 29706790 | 53852 | SH |  | SOLE |  | 0 | 0 | 53852 |
| IONQ INC | COM | 46222L108 |  | 200928 | 4676 | SH |  | SOLE |  | 0 | 0 | 4676 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 760317 | 12421 | SH |  | SOLE |  | 0 | 0 | 12421 |
| ISHARES TR | CORE S ETF | 464287200 |  | 18305739 | 29483 | SH |  | SOLE |  | 0 | 0 | 29483 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 9532550 | 392771 | SH |  | SOLE |  | 39 | 0 | 392732 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 9526316 | 374757 | SH |  | SOLE |  | 37 | 0 | 374720 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 9460877 | 405524 | SH |  | SOLE |  | 41 | 0 | 405483 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 8990086 | 409012 | SH |  | SOLE |  | 43 | 0 | 408969 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 8524998 | 405181 | SH |  | SOLE |  | 0 | 0 | 405181 |
| ISHARES TR | IBONDS 2027 TERM | 46436E478 |  | 7711696 | 342134 | SH |  | SOLE |  | 35 | 0 | 342099 |
| ISHARES TR | IBONDS 28 TR HI | 46436E387 |  | 7574321 | 319188 | SH |  | SOLE |  | 0 | 0 | 319188 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 7414984 | 31064 | SH |  | SOLE |  | 0 | 0 | 31064 |
| ISHARES TR | IBONDS 29 TR HI | 46436E379 |  | 7254674 | 306234 | SH |  | SOLE |  | 0 | 0 | 306234 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 7057622 | 84543 | SH |  | SOLE |  | 0 | 0 | 84543 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 6901425 | 39830 | SH |  | SOLE |  | 0 | 0 | 39830 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 6805463 | 77116 | SH |  | SOLE |  | 0 | 0 | 77116 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3627987 | 40586 | SH |  | SOLE |  | 0 | 0 | 40586 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3338960 | 30327 | SH |  | SOLE |  | 0 | 0 | 30327 |
| ISHARES TR | IBONDS 25 TRM HG | 46435U168 |  | 2855666 | 122798 | SH |  | SOLE |  | 33 | 0 | 122765 |
| ISHARES TR | IBONDS 2026 TERM | 46436E528 |  | 2329095 | 100262 | SH |  | SOLE |  | 33 | 0 | 100229 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 2208173 | 15923 | SH |  | SOLE |  | 114 | 0 | 15809 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1877171 | 9606 | SH |  | SOLE |  | 0 | 0 | 9606 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 1424940 | 58760 | SH |  | SOLE |  | 39 | 0 | 58721 |
| ISHARES TR | MORNINGSTR US EQ | 464287127 |  | 1403006 | 16356 | SH |  | SOLE |  | 0 | 0 | 16356 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 1075416 | 16819 | SH |  | SOLE |  | 0 | 0 | 16819 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 927102 | 19057 | SH |  | SOLE |  | 0 | 0 | 19057 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 851614 | 8458 | SH |  | SOLE |  | 0 | 0 | 8458 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 753371 | 6893 | SH |  | SOLE |  | 0 | 0 | 6893 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 675314 | 3129 | SH |  | SOLE |  | 0 | 0 | 3129 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 625572 | 24844 | SH |  | SOLE |  | 0 | 0 | 24844 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 538714 | 4453 | SH |  | SOLE |  | 0 | 0 | 4453 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 364213 | 8443 | SH |  | SOLE |  | 0 | 0 | 8443 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 349873 | 13655 | SH |  | SOLE |  | 0 | 0 | 13655 |
| ISHARES TR | US INDUSTRIALS | 464287754 |  | 349483 | 2456 | SH |  | SOLE |  | 0 | 0 | 2456 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 346920 | 1898 | SH |  | SOLE |  | 0 | 0 | 1898 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 336858 | 2536 | SH |  | SOLE |  | 0 | 0 | 2536 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 263417 | 10367 | SH |  | SOLE |  | 0 | 0 | 10367 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 261978 | 1940 | SH |  | SOLE |  | 0 | 0 | 1940 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 259871 | 10251 | SH |  | SOLE |  | 0 | 0 | 10251 |
| ISHARES TR | IBONDS DEC 25 | 46435U432 |  | 257096 | 9606 | SH |  | SOLE |  | 0 | 0 | 9606 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 256682 | 2292 | SH |  | SOLE |  | 0 | 0 | 2292 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 236881 | 2524 | SH |  | SOLE |  | 0 | 0 | 2524 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 234967 | 2249 | SH |  | SOLE |  | 0 | 0 | 2249 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 207956 | 1537 | SH |  | SOLE |  | 0 | 0 | 1537 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 |  | 7348996 | 112198 | SH |  | SOLE |  | 0 | 0 | 112198 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 725711 | 14252 | SH |  | SOLE |  | 0 | 0 | 14252 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 688638 | 13873 | SH |  | SOLE |  | 0 | 0 | 13873 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 751271 | 4918 | SH |  | SOLE |  | 70 | 0 | 4848 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4917325 | 16962 | SH |  | SOLE |  | 0 | 0 | 16962 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1909063 | 4122 | SH |  | SOLE |  | 0 | 0 | 4122 |
| LOWES COS INC | COM | 548661107 |  | 555829 | 2505 | SH |  | SOLE |  | 0 | 0 | 2505 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 468009 | 1713 | SH |  | SOLE |  | 0 | 0 | 1713 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 670025 | 1192 | SH |  | SOLE |  | 177 | 0 | 1015 |
| MCDONALDS CORP | COM | 580135101 |  | 471918 | 1615 | SH |  | SOLE |  | 33 | 0 | 1582 |
| MERCK  CO INC | COM | 58933Y105 |  | 479258 | 6054 | SH |  | SOLE |  | 0 | 0 | 6054 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2258558 | 3060 | SH |  | SOLE |  | 0 | 0 | 3060 |
| MFS INTER INCOME TR | SH BEN INT | 55273C107 |  | 32520 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| MFS MULTIMARKET INCOME TR | SH BEN INT | 552737108 |  | 122670 | 26100 | SH |  | SOLE |  | 0 | 0 | 26100 |
| MFS MUN INCOME TR | SH BEN INT | 552738106 |  | 51700 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| MICROSOFT CORP | COM | 594918104 |  | 10873086 | 21859 | SH |  | SOLE |  | 212 | 0 | 21647 |
| MICROSOFT CORP | COM | 594918104 |  | 7182 | 11900 | SH | Put | SOLE |  | 0 | 0 | 11900 |
| NETFLIX INC | COM | 64110L106 |  | 342817 | 256 | SH |  | SOLE |  | 0 | 0 | 256 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 67070X101 |  | 133075 | 11164 | SH |  | SOLE |  | 0 | 0 | 11164 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 10625837 | 67256 | SH |  | SOLE |  | 3063 | 0 | 64193 |
| ORACLE CORP | COM | 68389X105 |  | 582078 | 2662 | SH |  | SOLE |  | 0 | 0 | 2662 |
| PACER FDS TR | DEVELOPED MRKT | 69374H873 |  | 7134403 | 209650 | SH |  | SOLE |  | 0 | 0 | 209650 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 844376 | 15324 | SH |  | SOLE |  | 0 | 0 | 15324 |
| PACER FDS TR | US SMALL CAP CAS | 69374H857 |  | 462634 | 11620 | SH |  | SOLE |  | 0 | 0 | 11620 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 608941 | 4467 | SH |  | SOLE |  | 0 | 0 | 4467 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 355664 | 1738 | SH |  | SOLE |  | 0 | 0 | 1738 |
| PAYCHEX INC | COM | 704326107 |  | 329781 | 2267 | SH |  | SOLE |  | 85 | 0 | 2182 |
| PEOPLES BANCORP INC | COM | 709789101 |  | 879426 | 28796 | SH |  | SOLE |  | 0 | 0 | 28796 |
| PEPSICO INC | COM | 713448108 |  | 535765 | 4058 | SH |  | SOLE |  | 0 | 0 | 4058 |
| PFIZER INC | COM | 717081103 |  | 936682 | 38642 | SH |  | SOLE |  | 0 | 0 | 38642 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 514517 | 2825 | SH |  | SOLE |  | 100 | 0 | 2725 |
| PHILLIPS 66 | COM | 718546104 |  | 249304 | 2090 | SH |  | SOLE |  | 0 | 0 | 2090 |
| PPG INDS INC | COM | 693506107 |  | 1690223 | 14859 | SH |  | SOLE |  | 0 | 0 | 14859 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2310686 | 14503 | SH |  | SOLE |  | 82 | 0 | 14421 |
| PROSHARES TR | SHORT S 500 NE | 74349Y753 |  | 2287235 | 57642 | SH |  | SOLE |  | 0 | 0 | 57642 |
| PROSHARES TR | LARGE CAP CRE | 74347R248 |  | 381237 | 5410 | SH |  | SOLE |  | 0 | 0 | 5410 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 243192 | 829 | SH |  | SOLE |  | 0 | 0 | 829 |
| PUTNAM PREMIER INCOME TR | SH BEN INT | 746853100 |  | 147497 | 40190 | SH |  | SOLE |  | 0 | 0 | 40190 |
| QUANTA SVCS INC | COM | 74762E102 |  | 458357 | 1212 | SH |  | SOLE |  | 0 | 0 | 1212 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 371011 | 2065 | SH |  | SOLE |  | 60 | 0 | 2005 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 |  | 210516 | 5819 | SH |  | SOLE |  | 0 | 0 | 5819 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 586124 | 6260 | SH |  | SOLE |  | 0 | 0 | 6260 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 423940 | 1354 | SH |  | SOLE |  | 0 | 0 | 1354 |
| RTX CORPORATION | COM | 75513E101 |  | 271451 | 1859 | SH |  | SOLE |  | 0 | 0 | 1859 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 600096 | 22645 | SH |  | SOLE |  | 0 | 0 | 22645 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 335033 | 1323 | SH |  | SOLE |  | 0 | 0 | 1323 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 227308 | 2807 | SH |  | SOLE |  | 0 | 0 | 2807 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 222828 | 2627 | SH |  | SOLE |  | 0 | 0 | 2627 |
| SERVICENOW INC | COM | 81762P102 |  | 284778 | 277 | SH |  | SOLE |  | 0 | 0 | 277 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 257302 | 2620 | SH |  | SOLE |  | 0 | 0 | 2620 |
| SOUTHERN CO | COM | 842587107 |  | 200281 | 2181 | SH |  | SOLE |  | 0 | 0 | 2181 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 246604 | 560 | SH |  | SOLE |  | 0 | 0 | 560 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 833710 | 2735 | SH |  | SOLE |  | 0 | 0 | 2735 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 40059206 | 64836 | SH |  | SOLE |  | 0 | 0 | 64836 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 429392 | 758 | SH |  | SOLE |  | 0 | 0 | 758 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 4375657 | 60196 | SH |  | SOLE |  | 0 | 0 | 60196 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 1360212 | 25988 | SH |  | SOLE |  | 0 | 0 | 25988 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 |  | 927504 | 11677 | SH |  | SOLE |  | 0 | 0 | 11677 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 681310 | 8542 | SH |  | SOLE |  | 0 | 0 | 8542 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 569632 | 5976 | SH |  | SOLE |  | 0 | 0 | 5976 |
| SPDR SERIES TRUST | S 600 SMCP GRW | 78464A201 |  | 459725 | 5180 | SH |  | SOLE |  | 0 | 0 | 5180 |
| SPDR SERIES TRUST | SSGA US LRG ETF | 78468R804 |  | 403477 | 2311 | SH |  | SOLE |  | 0 | 0 | 2311 |
| STARBUCKS CORP | COM | 855244109 |  | 219753 | 2398 | SH |  | SOLE |  | 0 | 0 | 2398 |
| TESLA INC | COM | 88160R101 |  | 430162 | 1354 | SH |  | SOLE |  | 4 | 0 | 1350 |
| UNION PAC CORP | COM | 907818108 |  | 317971 | 1382 | SH |  | SOLE |  | 0 | 0 | 1382 |
| UNITED BANCORP INC OHIO | COM | 909911109 |  | 1265338 | 84356 | SH |  | SOLE |  | 0 | 0 | 84356 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 |  | 218340 | 5993 | SH |  | SOLE |  | 0 | 0 | 5993 |
| UNITED RENTALS INC | COM | 911363109 |  | 251993 | 334 | SH |  | SOLE |  | 125 | 0 | 209 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 314296 | 1007 | SH |  | SOLE |  | 0 | 0 | 1007 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 724469 | 7724 | SH |  | SOLE |  | 0 | 0 | 7724 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 342522 | 1127 | SH |  | SOLE |  | 0 | 0 | 1127 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 200644 | 353 | SH |  | SOLE |  | 0 | 0 | 353 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 236065 | 3046 | SH |  | SOLE |  | 0 | 0 | 3046 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 299340 | 1463 | SH |  | SOLE |  | 0 | 0 | 1463 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 361370 | 545 | SH |  | SOLE |  | 0 | 0 | 545 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 460215 | 10636 | SH |  | SOLE |  | 98 | 0 | 10538 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 205828 | 462 | SH |  | SOLE |  | 68 | 0 | 394 |
| VISA INC | COM CL A | 92826C839 |  | 1042289 | 2936 | SH |  | SOLE |  | 0 | 0 | 2936 |
| WALMART INC | COM | 931142103 |  | 2387906 | 24421 | SH |  | SOLE |  | 0 | 0 | 24421 |
| WALMART INC | COM | 931142103 |  | 7884 | 12000 | SH | Put | SOLE |  | 0 | 0 | 12000 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 300898 | 1315 | SH |  | SOLE |  | 0 | 0 | 1315 |
| WESBANCO INC | COM | 950810101 |  | 327825 | 10364 | SH |  | SOLE |  | 0 | 0 | 10364 |

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