Univest Financial Corp ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VBR Vanguard Small Cap Value ETF	$0	$862,000 0.06% of portfolio	4,351	Q4 2024 Reduced 9.28%
IYW Ishares Dj Us Tech ETF	$0	$836,000 0.05% of portfolio	5,246	Q4 2024 Reduced 8.62%
IWF Ishares Russell 1000 Gr ETF	$0	$781,000 0.05% of portfolio	1,947	Q4 2024 Reduced 7.73%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$727,000 0.05% of portfolio	18,958	Q4 2024 Added 3.66%
VEU Vanguard Ftse All World Ex Us	$0	$727,000 0.05% of portfolio	12,676	Q4 2024 Added 20.46%
IWB Ishares Tr Russell 1000 ETF	$0	$696,000 0.05% of portfolio	2,163	Q4 2024 Reduced 1.46%
DGRO Ishares Core Dividend Growth E	$0	$665,000 0.04% of portfolio	10,847	Q4 2024 Reduced 0.71%
EFG Msci Eafe Growth ETF	$0	$652,000 0.04% of portfolio	6,739	Q4 2024 Reduced 15.16%
VIG Vanguard Dividend Appreciation	$0	$641,000 0.04% of portfolio	3,520	Q4 2024 Added 0.09%
IWP Ishares Russell Mid Cap Growth	$0	$628,000 0.04% of portfolio	4,962	Q4 2024 Added 1.22%
XLI Industrial Sector Spdr	$0	$594,000 0.04% of portfolio	4,509	Q4 2024 Added 25.28%
ITOT Ishares Core S&P Total U.S. St	$0	$589,000 0.04% of portfolio	4,582	Q4 2024 Added 70.97%
XLU Utilities Sector Spdr	$0	$575,000 0.04% of portfolio	7,604	Q4 2024 Added 101.38%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$564,000 0.04% of portfolio	11,694	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$526,000 0.03% of portfolio	4,127	Q4 2024 Reduced 3.33%
VGSH Vanguard	$0	$526,000 0.03% of portfolio	9,054	Q4 2024 Reduced 0.47%
VO Vanguard Mid Cap ETF	$0	$484,000 0.03% of portfolio	1,833	Q4 2024 Added 4.56%
VDE Vanguard Energy ETF	$0	$475,000 0.03% of portfolio	3,920	Q3 2024 New
VGT Vanguard Information Technolog	$0	$443,000 0.03% of portfolio	714	Q4 2024 Reduced 1.38%
MGK Vanguard Mega Cap Growth ETF	$0	$436,000 0.03% of portfolio	1,272	Q4 2024 Added 46.71%
VGLT Vanguard Long Term Treasury Et	$0	$421,000 0.03% of portfolio	7,619	Q4 2024 Added 115.9%
VOT Vanguard Mid Cap Growth Index	$0	$420,000 0.03% of portfolio	1,656	Q4 2024 Added 0.12%
IVW Ishares S&P 500 Growth ETF	$0	$385,000 0.03% of portfolio	3,793	Q4 2024 Reduced 1.38%
QUAL Ishares Msci Usa Quality Facto	$0	$369,000 0.02% of portfolio	2,077	Q4 2024 Reduced 3.35%
IQLT Ishares Msci Intl Quality Fact	$0	$367,000 0.02% of portfolio	9,895	Q4 2024 Added 0.01%
DFAI Dimensional ETF Tr	$0	$327,000 0.02% of portfolio	11,222	Q4 2024 Reduced 10.78%
EFA Ishares Tr Msci Eafe ETF	$0	$325,000 0.02% of portfolio	4,300	Q3 2024 New
IXUS Ishares Tr	$0	$316,000 0.02% of portfolio	4,790	Q4 2024 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$309,000 0.02% of portfolio	3,828	Q3 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$293,000 0.02% of portfolio	3,281	Q4 2024 Reduced 14.29%
SCHD Schwab Strategic Tr Us Dividen	$0	$285,000 0.02% of portfolio	10,446	Q4 2024 Added 219.06%
AVUV American Centy ETF Tr Avantis	$0	$284,000 0.02% of portfolio	2,951	Q4 2024 Reduced 0.97%
VCIT Vanguard Intermediate Term Cor	$0	$233,000 0.02% of portfolio	2,915	Q4 2024 Added 0.24%
SCHX Schwab Strategic Tr Us Large C	$0	$223,000 0.01% of portfolio	9,621	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$201,000 0.01% of portfolio	354	Q4 2024 Reduced 1.94%
VONG Vanguard Russell 1000 Growth E	$0	$200,000 0.01% of portfolio	1,938	Q4 2024 New

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