Univest Financial Corp ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWB Ishares Tr Russell 1000 ETF	$0	$663,000 0.04% of portfolio	2,163	Q4 2024 Reduced 1.46%
VIG Vanguard Dividend Appreciation	$0	$641,000 0.04% of portfolio	3,522	Q1 2025 Added 0.06%
VEU Vanguard Ftse All World Ex Us	$0	$638,000 0.04% of portfolio	10,523	Q1 2025 Reduced 16.98%
EFG Msci Eafe Growth ETF	$0	$634,000 0.04% of portfolio	6,341	Q1 2025 Reduced 5.91%
VGSH Vanguard	$0	$555,000 0.04% of portfolio	9,469	Q1 2025 Added 4.58%
ITOT Ishares Core S&P Total U.S. St	$0	$538,000 0.04% of portfolio	4,411	Q1 2025 Reduced 3.73%
IWP Ishares Russell Mid Cap Growth	$0	$532,000 0.04% of portfolio	4,532	Q1 2025 Reduced 8.67%
HYG Ishares Tr	$0	$531,000 0.04% of portfolio	6,737	Q1 2025 Reduced 45.17%
VYM Vanguard Whitehall Fds (Vangua	$0	$522,000 0.04% of portfolio	4,051	Q1 2025 Reduced 1.84%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$513,000 0.03% of portfolio	13,032	Q1 2025 Reduced 31.26%
VDE Vanguard Energy ETF	$0	$475,000 0.03% of portfolio	3,663	Q1 2025 Reduced 6.56%
VO Vanguard Mid Cap ETF	$0	$474,000 0.03% of portfolio	1,836	Q1 2025 Added 0.16%
XLU Utilities Sector Spdr	$0	$462,000 0.03% of portfolio	5,871	Q1 2025 Reduced 22.79%
XLI Industrial Sector Spdr	$0	$459,000 0.03% of portfolio	3,502	Q1 2025 Reduced 22.33%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$450,000 0.03% of portfolio	8,966	Q1 2025 Reduced 23.33%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$430,000 0.03% of portfolio	6,770	Q1 2025 Reduced 81.74%
VOT Vanguard Mid Cap Growth Index	$0	$405,000 0.03% of portfolio	1,658	Q1 2025 Added 0.12%
VGT Vanguard Information Technolog	$0	$380,000 0.03% of portfolio	701	Q1 2025 Reduced 1.82%
IQLT Ishares Msci Intl Quality Fact	$0	$369,000 0.02% of portfolio	9,319	Q1 2025 Reduced 5.82%
QUAL Ishares Msci Usa Quality Facto	$0	$358,000 0.02% of portfolio	2,096	Q1 2025 Added 0.91%
IVW Ishares S&P 500 Growth ETF	$0	$353,000 0.02% of portfolio	3,809	Q1 2025 Added 0.42%
EFA Ishares Tr Msci Eafe ETF	$0	$351,000 0.02% of portfolio	4,300	Q3 2024 New
DFAI Dimensional ETF Tr	$0	$350,000 0.02% of portfolio	11,222	Q4 2024 Reduced 10.78%
IXUS Ishares Tr	$0	$322,000 0.02% of portfolio	4,626	Q1 2025 Reduced 3.42%
DGRW Wisdomtree Tr Us Quality Divid	$0	$305,000 0.02% of portfolio	3,828	Q3 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$297,000 0.02% of portfolio	10,647	Q1 2025 Added 1.92%
AVUV American Centy ETF Tr Avantis	$0	$257,000 0.02% of portfolio	2,951	Q4 2024 Reduced 0.97%
VCIT Vanguard Intermediate Term Cor	$0	$238,000 0.02% of portfolio	2,918	Q1 2025 Added 0.1%
VTWO Vanguard Russell 2000 ETF	$0	$213,000 0.01% of portfolio	2,645	Q1 2025 Reduced 19.38%
GLD Spdr Gold Trust	$106B	$212,000 0.01% of portfolio	737	Q1 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$212,000 0.01% of portfolio	9,624	Q1 2025 Added 0.03%
MGV Vanguard Mega Cap Value	$0	$200,000 0.01% of portfolio	1,553	Q1 2025 New

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