Hedge Fund Database

MCCLARREN FINANCIAL ADVISORS

MCCLARREN FINANCIAL ADVISORS, INC. Legal Name

Adviser information for MCCLARREN FINANCIAL ADVISORS last updated from Form ADV on January 22nd, 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 Other (specify)
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,877 $307.5M
Non-Discretionary 128 $34.3M
Total 2,005 $341.8M

Clients

Type Number RAUM
Individuals 139 $49.5M
HNW Individuals 126 $292.2M
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 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation Hourly chargesFixed fees

Identifiers

SEC RIA File Number 801-119274
SEC ERA File Number 801-119274
SEC CIK Numbers 1842974
SEC CRD Numbers 122147
Legal Entity Identifier None

Principal Office

1364 SOUTH ATHERTON STREET
STATE COLLEGE
PA
United States
Monday - Friday, 9 A.M. TO 4 P.M.
Tel: 814-235-1940, Fax: 814-235-1935

Websites

www.mcclarren.com www.facebook.com/mcclarrenfinancial www.linkedin/mcclarrenfinancialadvisors

Chief Compliance Officer

JENNIFER ANDERSON
BUSINESS MANAGER
1364 SOUTH ATHERTON STREET
STATE COLLEGE
PA
United States
Tel: 814-235-1940
Fax: 814-235-1935
(Full email address available in API data)

Regulatory Contact

GREG REEDER
PRESIDENT
1364 SOUTH ATHERTON STREET
STATE COLLEGE
PA
United States
Tel: 814-235-1940
Fax: 814-235-1935
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MCCLARREN, JEFFREY, LEE Individual – EMERITUS ADVISOR 07/1999 10-25%
Purdy, Joshua, Kyle Individual – ADVISOR 01/2023 5-10%
REEDER, GREGORY, ALAN Individual – PRESIDENT / FINANCIAL ADVISOR 02/2017 25-50%
ANDERSON, JENNIFER, MICHELLE Individual – CFO / CHIEF COMPLIANCE OFFICER 02/2017 10-25%
Redmond, Brandon, Keith Individual – VICE PRESIDENT / ADVISOR 01/2021 25-50%

No. Employees, Historic

10502020202120222023202420256 on 7/14/20206 on 8/12/20206 on 10/29/20206 on 12/11/20206 on 1/15/20216 on 4/29/20216 on 5/4/20216 on 10/11/20216 on 10/19/20216 on 11/12/20216 on 12/8/20217 on 1/27/20227 on 1/13/20239 on 1/22/2024

RAUM, Historic

400M200M0202020212022202320242025226356840 on 7/14/2020226356840 on 8/12/2020226356840 on 10/29/2020226356840 on 12/11/2020248298221 on 1/15/2021248298221 on 4/29/2021248298221 on 5/4/2021248298221 on 10/11/2021248298221 on 10/19/2021248298221 on 11/12/2021248298221 on 12/8/2021291390000 on 1/27/2022278111765 on 1/13/2023341759745 on 1/22/2024

No. Clients, Historic

3001500202020212022202320242025213 on 7/14/2020213 on 8/12/2020213 on 10/29/2020213 on 12/11/2020218 on 1/15/2021218 on 4/29/2021218 on 5/4/2021218 on 10/11/2021218 on 10/19/2021218 on 11/12/2021218 on 12/8/2021240 on 1/27/2022245 on 1/13/2023265 on 1/22/2024

Holdings

From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3-D SYS CORP DEL COM NEW 0 3 –
3M CO COM 22 102 –
ABBOTT LABS COM 0 103 –
ABBVIE INC COM 114 343 –
ABM INDS INC COM 28 50 –
ACCENTURE PLC IRELAND SHS CLASS A 1 303 –
ADOBE INC COM 2 1K –
AFLAC INC COM 6 89 –
AGNICO EAGLE MINES LTD COM 33 65 –
AIR PRODS & CHEMS INC COM 17 258 –
ALCON AG ORD SHS 3 89 –
ALLEGION PLC ORD SHS 22 118 –
ALPHABET INC CAP STK CL C 324 2K –
ALPHABET INC CAP STK CL A 686 2K –
ALTRIA GROUP INC COM 54 45 –
AMAZON COM INC COM 864 2K –
AMERICAN AIRLS GROUP INC COM 1 11 –
AMERICAN ELEC PWR CO INC COM 15 87 –
AMERICAN INTL GROUP INC COM NEW 1 74 –
AMERICAN TOWER CORP NEW COM 32 388 –
AMGEN INC COM 191 312 –
ANALOG DEVICES INC COM 119 228 –
ANSYS INC COM 0 321 –
APPLE INC COM 5K 5K –
ARK ETF TR INNOVATION ETF 0 131 –
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0 11 –
ASML HOLDING N V N Y REGISTRY SHS 2 1K –
ASTRAZENECA PLC SPONSORED ADR 25 77 –
AUTOMATIC DATA PROCESSING IN COM 105 238 –
BANK AMERICA CORP 7.25%CNV PFD L 11 1K –
BANK AMERICA CORP COM 41 39 –
BANK NEW YORK MELLON CORP COM 24 59 –
BATH & BODY WORKS INC COM 0 39 –
BECTON DICKINSON & CO COM 23 233 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 769 4K –
BEYOND MEAT INC COM 0 13 –
BIOGEN INC COM 0 231 –
BLACKROCK INC COM 9 787 –
BLOCK INC CL A 37 128 –
BOEING CO COM 6 182 –
BOOZ ALLEN HAMILTON HLDG COR CL A 0 153 –
BRISTOL-MYERS SQUIBB CO COM 69 83 –
BROADCOM INC COM 81 3K –
BROADRIDGE FINL SOLUTIONS IN COM 23 197 –
C H ROBINSON WORLDWIDE INC COM NEW 0 88 –
CANADIAN PACIFIC KANSAS CITY COM 133 78 –
CARNIVAL CORP UNIT 99/99/9999 1 18 –
CARRIER GLOBAL CORPORATION COM 27 126 –
CATERPILLAR INC COM 79 666 –
CAVCO INDS INC DEL COM 58 65 –
CHEWY INC CL A 2 27 –
CINCINNATI FINL CORP COM 40 118 –
CISCO SYS INC COM 81 190 –
CME GROUP INC COM 23 196 –
COCA COLA CO COM 117 381 –
COLGATE PALMOLIVE CO COM 59 97 –
COLUMBIA ETF TR II EM CORE EX ETF 43 31 –
COMCAST CORP NEW CL A 33 156 –
COMFORT SYS USA INC COM 0 304 –
CONSTELLATION ENERGY CORP COM 135 200 –
CORNING INC COM 16 77 –
CORTEVA INC COM 0 346 –
COSTCO WHSL CORP NEW COM 18 3K –
CSX CORP COM 70 87 –
CSX CORP COM 269 33 –
DANAHER CORPORATION COM 12 249 –
DARDEN RESTAURANTS INC COM 0 151 –
DEERE & CO COM 0 373 –
DIGITAL RLTY TR INC COM 23 152 –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 2 180 –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 202 57 –
DIMENSIONAL ETF TRUST INTERNATIONAL 121 65 –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 146 34 –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 24 26 –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 753 604 –
DISNEY WALT CO COM 377 595 –
DNP SELECT INCOME FD INC COM 14 8 –
DOLLAR GEN CORP NEW COM 0 132 –
DOMINION ENERGY INC COM 36 49 –
DOVER CORP COM 0 180 –
DOW INC COM 5 106 –
DXC TECHNOLOGY CO COM 0 19 –
EA SERIES TRUST STRIVE US ENERGY 29 119 –
EAGLE MATLS INC COM 0 217 –
EBAY INC. COM 26 53 –
ELI LILLY & CO COM 468 2K –
EQUIFAX INC COM 24 242 –
ETF SER SOLUTIONS POINT BRIDGE AMR 4 44 –
EXPONENT INC COM 0 95 –
EXXON MOBIL CORP COM 156 460 –
FEDERAL SIGNAL CORP COM 0 83 –
FIDELITY COVINGTON TRUST DISRUPTIVE AUTOM 0 26 –
FIDELITY COVINGTON TRUST ELEC VEHS & FUTR 0 13 –
FIDELITY COVINGTON TRUST WOMENS LEADER 0 22 –
FIDELITY COVINGTON TRUST FUNDAMENTAL SMAL 2 50 –
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 4 42 –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 33 514 –
FIDELITY NATL INFORMATION SV COM 11 75 –
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 1 26 –
FIVE BELOW INC COM 0 108 –
FLAHERTY & CRUMRINE PFD INCO COM 75 20 –
FORD MTR CO DEL COM 0 12 –
FREEPORT-MCMORAN INC CL B 0 48 –
FULTON FINL CORP PA COM 38 16 –
GAMESTOP CORP NEW CL A 3 24 –
GARTNER INC COM 0 449 –
GE AEROSPACE COM NEW 26 660 –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 22 292 –
GENERAL DYNAMICS CORP COM 1 290 –
GENERAL MTRS CO COM 7 46 –
GLOBAL X FDS MSCI NORWAY ETF 6 25 –
GLOBAL X FDS GLB X MLP ENRG I 14 51 –
GLOBAL X FDS CYBRSCURTY ETF 20 29 –
GLOBAL X FDS AGING POPULATION 11 30 –
GLOBAL X FDS LITHIUM BTRY ETF 1 38 –
GLOBAL X FDS GLOBAL X URANIUM 23 28 –
GLOBAL X FDS S&P 500 CATHOLIC 727 392 –
HALLIBURTON CO COM 21 33 –
HARLEY DAVIDSON INC COM 17 33 –
HERSHEY CO COM 412 183 –
HEWLETT PACKARD ENTERPRISE C COM 0 21 –
HIGH INCOME SECS FD SHS BEN INT 29 6 –
HIGHWOODS PPTYS INC COM 133 26 –
HOME DEPOT INC COM 1 344 –
HONEST CO INC COM 1 2 –
HORMEL FOODS CORP COM 8 30 –
ICF INTL INC COM 32 57 –
IDEXX LABS INC COM 90 487 –
INSPIRE MED SYS INC COM 2 133 –
INTEL CORP COM 45 61 –
INTERNATIONAL BUSINESS MACHS COM 58 345 –
INTUIT COM 295 657 –
INTUITIVE SURGICAL INC COM NEW 14 444 –
INVESCO DB COMMDY INDX TRCK UNIT 9 23 –
INVESCO EXCH TRADED FD TR II S&P GBL WATER 13 55 –
INVESCO EXCH TRADED FD TR II SR LN ETF 26 21 –
INVESCO EXCH TRADED FD TR II SOLAR ETF 3 40 –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 17 102 –
INVESCO EXCHANGE TRADED FD T WATER RES ETF 71 129 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 29 30 –
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 30 14 –
INVESCO QQQ TR UNIT SER 1 2K 7K –
ISHARES GOLD TR ISHARES NEW 65 43 –
ISHARES INC CORE MSCI EMKT 52 267 –
ISHARES SILVER TR ISHARES 26 26 –
ISHARES TR CORE S&P TTL STK 679 356 –
ISHARES TR CORE HIGH DV ETF 88 217 –
ISHARES TR CORE MSCI EAFE 8 145 –
ISHARES TR CORE 1 5 YR USD 35 284 –
ISHARES TR ESG AWR MSCI USA 728 1K –
ISHARES TR ESG AW MSCI EAFE 133 236 –
ISHARES TR CYBERSECURITY 7 45 –
ISHARES TR ESG AWARE MSCI 344 154 –
ISHARES TR MORNINGSTAR GRWT 175 81 –
ISHARES TR SELECT DIVID ETF 56 120 –
ISHARES TR US TRSPRTION 20 65 –
ISHARES TR CORE S&P500 ETF 2K 13K –
ISHARES TR MSCI EMG MKT ETF 12 85 –
ISHARES TR MSCI EAFE ETF 262 469 –
ISHARES TR RUS MDCP VAL ETF 50 362 –
ISHARES TR RUS MID CAP ETF 315 162 –
ISHARES TR CORE S&P MCP ETF 108 175 –
ISHARES TR ISHARES SEMICDTR 10 246 –
ISHARES TR RUS 1000 VAL ETF 358 1K –
ISHARES TR RUS 1000 ETF 1K 2K –
ISHARES TR RUS 2000 VAL ETF 160 456 –
ISHARES TR RUSSELL 2000 ETF 961 3K –
ISHARES TR RUSSELL 3000 ETF 3K 2K –
ISHARES TR US INDUSTRIALS 193 119 –
ISHARES TR CORE S&P SCP ETF 64 533 –
ISHARES TR DOW JONES US ETF 38 132 –
ISHARES TR EAFE SML CP ETF 62 61 –
ISHARES TR MSCI KLD400 SOC 4K 519 –
ISHARES TR PFD AND INCM SEC 81 31 –
ISHARES TR US AER DEF ETF 107 264 –
ISHARES TR MSCI USA ESG SLC 795 224 –
ISHARES TR MICRO-CAP ETF 101 114 –
ISHARES TR EAFE VALUE ETF 3 53 –
JOHNSON & JOHNSON COM 442 1K –
JPMORGAN CHASE & CO. COM 218 1K –
KINSALE CAP GROUP INC COM 0 385 –
KIRKLANDS INC COM 0 1 –
KNIFE RIVER CORP COMMON STOCK 7 70 –
KRAFT HEINZ CO COM 1 32 –
KROGER CO COM 32 49 –
KYNDRYL HLDGS INC COMMON STOCK 0 26 –
LAM RESEARCH CORP COM 51 1K –
LITHIA MTRS INC COM 0 252 –
LOCKHEED MARTIN CORP COM 32 467 –
LOCKHEED MARTIN CORP COM 47 467 –
LULULEMON ATHLETICA INC COM 0 298 –
MANHATTAN ASSOCIATES INC COM 0 246 –
MARATHON PETE CORP COM 53 173 –
MARRIOTT INTL INC NEW CL A 48 241 –
MARSH & MCLENNAN COS INC COM 69 210 –
MASTERCARD INCORPORATED CL A 154 441 –
MCDONALDS CORP COM 43 509 –
MCKESSON CORP COM 217 584 –
MDU RES GROUP INC COM 10 25 –
MERCK & CO INC COM 269 742 –
META PLATFORMS INC CL A 159 2K –
MICROSOFT CORP COM 1K 4K –
MID PENN BANCORP INC COM 25 21 –
MONDELEZ INTL INC CL A 35 130 –
NIKE INC CL B 0 75 –
NIKE INC CL B 0 75 –
NOKIA CORP SPONSORED ADR 0 3 –
NORDSON CORP COM 0 231 –
NORFOLK SOUTHN CORP COM 181 214 –
NORTHWEST BANCSHARES INC MD COM 9 11 –
NOVARTIS AG SPONSORED ADR 25 212 –
NUCOR CORP COM 10 158 –
NUSCALE PWR CORP CL A COM 2 11 –
NUSHARES ETF TR NUVEEN ESG MIDCP 302 209 –
NUSHARES ETF TR NUVEEN ESG MIDVL 159 33 –
NUSHARES ETF TR NUVEEN ESG SMLCP 433 354 –
NVIDIA CORPORATION COM 1 123 –
NXP SEMICONDUCTORS N V COM 0 269 –
ORACLE CORP COM 98 423 –
ORGANON & CO COMMON STOCK 2 62 –
OTIS WORLDWIDE CORP COM 11 96 –
PALO ALTO NETWORKS INC COM 4 339 –
PEMBINA PIPELINE CORP COM 33 37 –
PEPSICO INC COM 413 824 –
PFIZER INC COM 137 195 –
PHILIP MORRIS INTL INC COM 27 101 –
PHILLIPS 66 COM 116 282 –
PINTEREST INC CL A 1 44 –
PLANET FITNESS INC CL A 5 73 –
PNC FINL SVCS GROUP INC COM 54 466 –
POOL CORP COM 70 307 –
PPL CORP COM 43 27 –
PRINCIPAL FINANCIAL GROUP IN COM 63 156 –
PROCTER AND GAMBLE CO COM 757 1K –
PROSHARES TR S&P 500 DV ARIST 17 96 –
PRUDENTIAL FINL INC COM 73 351 –
QUALCOMM INC COM 27 199 –
RANGE RES CORP COM 16 33 –
RESTAURANT BRANDS INTL INC COM 6 70 –
RIO TINTO PLC SPONSORED ADR 27 65 –
RIVIAN AUTOMOTIVE INC COM CL A 0 13 –
ROBLOX CORP CL A 0 37 –
ROCKWELL AUTOMATION INC COM 139 275 –
ROPER TECHNOLOGIES INC COM 0 563 –
RTX CORPORATION COM 33 301 –
SANOFI SPONSORED ADR 29 48 –
SCHLUMBERGER LTD COM STK 0 47 –
SCHWAB STRATEGIC TR US BRD MKT ETF 34 125 –
SCHWAB STRATEGIC TR US LRG CAP ETF 23 64 –
SCHWAB STRATEGIC TR US MID-CAP ETF 19 77 –
SCHWAB STRATEGIC TR US SML CAP ETF 23 142 –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 32 26 –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 48 54 –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 58 66 –
SCHWAB STRATEGIC TR INTL SCEQT ETF 99 71 –
SELECT SECTOR SPDR TR SBI HEALTHCARE 13 145 –
SELECT SECTOR SPDR TR SBI CONS STPLS 62 76 –
SELECT SECTOR SPDR TR INDL 9 121 –
SELECT SECTOR SPDR TR COMMUNICATION 1 85 –
SHELL PLC SPON ADS 44 144 –
SHOPIFY INC CL A 34 132 –
SILICON LABORATORIES INC COM 0 110 –
SIRIUS XM HOLDINGS INC COM 1 2 –
SOUTHERN COPPER CORP COM 30 107 –
SPDR GOLD TR GOLD SHS 18 215 –
SPDR INDEX SHS FDS S&P GLBDIV ETF 1 59 –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 117 376 –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 666 912 –
SPDR S&P 500 ETF TR TR UNIT 103 544 –
SPDR SER TR PRTFLO S&P500 GW 575 2K –
SPDR SER TR PRTFLO S&P500 VL 9 48 –
SPDR SER TR PORTFOLI S&P1500 2K 2K –
SPDR SER TR PORTFOLIO S&P400 145 205 –
SPDR SER TR S&P SEMICNDCTR 4 247 –
SPDR SER TR S&P 500 ESG ETF 285 53 –
SPDR SER TR PORTFOLIO S&P600 648 1K –
STARBUCKS CORP COM 81 311 –
STRYKER CORPORATION COM 117 680 –
SYNOPSYS INC COM 1 595 –
SYSCO CORP COM 48 71 –
TAKE-TWO INTERACTIVE SOFTWAR COM 0 155 –
TARGA RES CORP COM 21 128 –
TARGET CORP COM 106 444 –
TESLA INC COM 7 395 –
TEXAS ROADHOUSE INC COM 0 171 –
TEXTRON INC COM 76 85 –
THE CIGNA GROUP COM 46 661 –
THERMO FISHER SCIENTIFIC INC COM 0 553 –
T-MOBILE US INC COM 53 176 –
TOPBUILD CORP COM 477 385 –
TOTALENERGIES SE SPONSORED ADS 0 66 –
TOYOTA MOTOR CORP ADS 0 204 –
TRAVELERS COMPANIES INC COM 10 406 –
TRINITY INDS INC COM 27 29 –
TRUIST FINL CORP COM 6 77 –
UBS GROUP AG SHS 0 29 –
UGI CORP NEW COM 38 22 –
UNION PAC CORP COM 209 226 –
UNITED STS 12 MONTH NAT GAS UNIT BEN INT 9 8 –
UNITEDHEALTH GROUP INC COM 210 3K –
V F CORP COM 1 27 –
VANECK ETF TRUST URANIUM AND NUCL 24 79 –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0 333 –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 0 175 –
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0 99 –
VANGUARD BD INDEX FDS VANGUARD ULTRA 6K 7K –
VANGUARD BD INDEX FDS SHORT TRM BOND 260 76 –
VANGUARD INDEX FDS S&P 500 ETF SHS 12K 54K –
VANGUARD INDEX FDS MCAP VL IDXVIP 841 1K –
VANGUARD INDEX FDS MCAP GR IDXVIP 149 688 –
VANGUARD INDEX FDS REAL ESTATE ETF 409 1K –
VANGUARD INDEX FDS SML CP GRW ETF 881 3K –
VANGUARD INDEX FDS SM CP VAL ETF 864 5K –
VANGUARD INDEX FDS MID CAP ETF 9K 33K –
VANGUARD INDEX FDS LARGE CAP ETF 2K 3K –
VANGUARD INDEX FDS EXTEND MKT ETF 1K 3K –
VANGUARD INDEX FDS VALUE ETF 2K 6K –
VANGUARD INDEX FDS SMALL CP ETF 13K 51K –
VANGUARD INDEX FDS TOTAL STK MKT 17K 55K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 46 337 –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 610 938 –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1K 3K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 53 57 –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 125 245 –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 5 93 –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 6K 10K –
VANGUARD STAR FDS VG TL INTL STK F 5K 7K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1K 889 –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1K 2K –
VANGUARD WHITEHALL FDS INTL DVD ETF 171 487 –
VANGUARD WORLD FD CONSUM STP ETF 208 1K –
VANGUARD WORLD FD ENERGY ETF 204 1K –
VANGUARD WORLD FD FINANCIALS ETF 70 199 –
VANGUARD WORLD FD HEALTH CAR ETF 194 2K –
VANGUARD WORLD FD INF TECH ETF 854 7K –
VANGUARD WORLD FD MATERIALS ETF 73 192 –
VANGUARD WORLD FD UTILITIES ETF 273 1K –
VANGUARD WORLD FD ESG INTL STK ETF 832 629 –
VANGUARD WORLD FD ESG US STK ETF 3K 3K –
VANGUARD WORLD FD MEGA GRWTH IND 7K 36K –
VANGUARD WORLD FD MEGA CAP VAL ETF 251 948 –
VANGUARD WORLD FD MEGA CAP INDEX 3K 2K –
VERALTO CORP COM SHS 1 95 –
VERIZON COMMUNICATIONS INC COM 41 123 –
VERTEX PHARMACEUTICALS INC COM 0 468 –
VIATRIS INC COM 4 53 –
VISA INC COM CL A 42 1K –
VODAFONE GROUP PLC NEW SPONSORED ADR 1 8 –
WABTEC COM 0 158 –
WALMART INC COM 184 270 –
WARNER BROS DISCOVERY INC COM SER A 0 7 –
WASTE MGMT INC DEL COM 35 213 –
WEIS MKTS INC COM 24 62 –
WELLS FARGO CO NEW COM 25 59 –
WENDYS CO COM 0 16 –
WILLIAMS COS INC COM 69 42 –
WSFS FINL CORP COM 118 47 –
YUM BRANDS INC COM 118 264 –
YUM CHINA HLDGS INC COM 27 92 –
ZIMMER BIOMET HOLDINGS INC COM 15 108 –
ZIMVIE INC COM 0 18 –
ZOETIS INC CL A 37 520 –
ZOOM VIDEO COMMUNICATIONS IN CL A 0 59 –