{"url":"https://nivawealth.com/firms/mcclarren-financial-advisors-122147","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/122147","regulatoryAum":453000000,"crd":"122147","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6303745","suffix":null,"lastName":"ANDERSON","firstName":"JENNIFER","middleName":"MICHELLE"},{"crd":"7391109","suffix":null,"lastName":"Cunningham","firstName":"Alexis","middleName":"Nichole"},{"crd":"7097877","suffix":null,"lastName":"Purdy","firstName":"Joshua","middleName":"Kyle"},{"crd":"6747853","suffix":null,"lastName":"Redmond","firstName":"Brandon","middleName":"Keith"},{"crd":"6302392","suffix":null,"lastName":"REEDER","firstName":"GREGORY","middleName":"ALAN"},{"crd":"3071371","suffix":null,"lastName":"ROAN","firstName":"DINA","middleName":"ROBIN"},{"crd":"7853691","suffix":null,"lastName":"Weidler","firstName":"Ruby","middleName":"Mae"},{"crd":"8210259","suffix":null,"lastName":"Zentner","firstName":"Kyle","middleName":"Wade"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-04","regulatoryAum":248298221,"clients":218,"employees":6,"offices":2},{"filedOn":"2022-01-27","regulatoryAum":291390000,"clients":240,"employees":7,"offices":2},{"filedOn":"2023-01-13","regulatoryAum":278111765,"clients":245,"employees":7,"offices":2},{"filedOn":"2024-07-11","regulatoryAum":341759745,"clients":265,"employees":9,"offices":2},{"filedOn":"2025-07-17","regulatoryAum":417424103,"clients":264,"employees":9,"offices":2},{"filedOn":"2026-04-21","regulatoryAum":453000000,"clients":267,"employees":9,"offices":3}],"secFileNumber":"801-119274","legalName":"McClarren Financial Advisors, Inc.","displayName":"McClarren Financial Advisors","slug":"mcclarren-financial-advisors-122147","website":"https://mcclarren.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/122147/13b5d031e91b1da5-r1.webp","tone":"light","width":555,"height":200,"sourceUrl":"https://mcclarren.com/","sourceLabel":"Mcclarren Financial Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1999","organization":"Pennsylvania other (specify)","fiscalYearEnd":"December","headquarters":{"street":"270 Walker Drive, #200","city":"State College","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"16801"},"tradeNames":[],"registration":{"secApproved":"10 August 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1696629.2134831462,"staff":{"employees":9,"advisory":8,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":453000000,"discretionary":403000000,"discretionaryAccounts":1664,"nonDiscretionary":50000000,"nonDiscretionaryAccounts":55,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":16},"clientTypes":[{"label":"Individuals (other than HNW)","clients":108,"regulatoryAum":62600000},{"label":"High-net-worth individuals","clients":159,"regulatoryAum":390400000}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T08:48:03.815045+00:00","documents":[{"name":"MCCLARREN FINANCIAL ADVISORS ADV PART 2A & 2B AMENDMENT V.03.26.26","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027199","versionId":1027199,"submittedOn":"2026-03-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"El Paso, TX","smaAssets":238000000},{"name":"Tiaa-Cref Individual & Institutional Services, LLC","shortName":"Tiaa-Cref Individual & Institutional Services","location":"New York, NY","smaAssets":66000000},{"name":"Fidelity Distributors Company LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":149000000}],"custodyNote":"McClarren Financial Advisors has custody of $6.49M for 42 clients.","otherCustodians":[],"leadership":[{"name":"Brandon Redmond","title":"Vice President / Advisor","crd":"6747853"},{"name":"Gregory Reeder","title":"President / Financial Advisor","crd":"6302392"},{"name":"Jennifer Anderson","title":"CFO / Chief Compliance Officer / COO","crd":"6303745"},{"name":"Joshua Purdy","title":"Advisor","crd":"7097877"},{"name":"Alexis Cunningham","title":"Advisor","crd":"7391109"}],"ownership":[{"label":"Gregory Reeder","detail":"President / financial advisor in the 25% to 50% ownership band and a control person, since February 2017."},{"label":"Jennifer Anderson","detail":"Cfo / chief compliance officer / coo in the 10% to 25% ownership band and a control person, since February 2017."},{"label":"Brandon Redmond","detail":"Vice president / advisor in the 25% to 50% ownership band and a control person, since January 2021."},{"label":"Joshua Purdy","detail":"Advisor in the 10% to 25% ownership band, since January 2023."},{"label":"Alexis Cunningham","detail":"Advisor in the 5% to 10% ownership band, since January 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":2,"addresses":[{"street":"270 Walker Drive, #200","city":"State College","headquarters":true},{"street":"2001 N Front St","city":"Harrisburg"}]}],"brochureServices":["education planning","estate planning","insurance","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"814-235-1940","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":35},{"label":"U.S. government/agency bonds","percent":6},{"label":"U.S. state and local bonds","percent":8},{"label":"Investment grade corporate bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":39},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"21 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/122147/PDF/122147.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027199","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does McClarren Financial Advisors have?","answer":"McClarren Financial Advisors has 267 clients and manages $453 million for them, as of April 2026. They include 159 high-net-worth individuals and 108 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McClarren Financial Advisors offer?","answer":"McClarren Financial Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does McClarren Financial Advisors use?","answer":"McClarren Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $238M, Fidelity Distributors Company LLC (Boston, MA), with $149M and Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $66M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McClarren Financial Advisors have?","answer":"McClarren Financial Advisors has 8 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does McClarren Financial Advisors invest in?","answer":"At the end of its last fiscal year, McClarren Financial Advisors’ separately managed accounts held 39% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 8% state and local bonds, 7% investment grade corporate bonds, 6% U.S. government and agency bonds and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns McClarren Financial Advisors?","answer":"McClarren Financial Advisors’ direct owners are Gregory Reeder, Jennifer Anderson, Brandon Redmond, Joshua Purdy and Alexis Cunningham, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McClarren Financial Advisors get paid?","answer":"McClarren Financial Advisors is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact McClarren Financial Advisors?","answer":"McClarren Financial Advisors’ main office is at 270 Walker Drive, #200, State College, PA 16801. Its phone number is 814-235-1940. Its website is mcclarren.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/mcclarren-financial-advisors-122147/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-17","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1842974/000121465926008656/0001214659-26-008656-index.html","totalValue":193473905,"positionCount":85,"top10Share":0.609578619917761,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":20925579,"shares":56550,"shareType":"SH","priorValue":18696628,"priorShares":58279},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":16836817,"shares":55545,"shareType":"SH","priorValue":14599190,"priorShares":55739},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"VANGUARD ULTRA","cusip":"92203C303","value":16458049,"shares":330616,"shareType":"SH","priorValue":15423130,"priorShares":309795},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":15903626,"shares":23156,"shareType":"SH","priorValue":12791988,"priorShares":21407},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":11124590,"shares":138074,"shareType":"SH","priorValue":9697652,"priorShares":33769},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":9331691,"shares":106151,"shareType":"SH","priorValue":7757265,"priorShares":21112},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":8927887,"shares":104432,"shareType":"SH","priorValue":7430544,"priorShares":96363},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":7466704,"shares":31556,"shareType":"SH","priorValue":6866920,"priorShares":31930},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":6004174,"shares":20750,"shareType":"SH","priorValue":5263395,"priorShares":20739},{"issuer":"ISHARES TR","titleOfClass":"CORE 1 5 YR USD","cusip":"46432F859","value":4958439,"shares":102766,"shareType":"SH","priorValue":4644093,"priorShares":95834}],"positionsListed":85,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":20925579,"shares":56550,"shareType":"SH","priorValue":18696628,"priorShares":58279},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":16836817,"shares":55545,"shareType":"SH","priorValue":14599190,"priorShares":55739},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"VANGUARD ULTRA","cusip":"92203C303","value":16458049,"shares":330616,"shareType":"SH","priorValue":15423130,"priorShares":309795},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":15903626,"shares":23156,"shareType":"SH","priorValue":12791988,"priorShares":21407},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":11124590,"shares":138074,"shareType":"SH","priorValue":9697652,"priorShares":33769},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":9331691,"shares":106151,"shareType":"SH","priorValue":7757265,"priorShares":21112},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":8927887,"shares":104432,"shareType":"SH","priorValue":7430544,"priorShares":96363},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":7466704,"shares":31556,"shareType":"SH","priorValue":6866920,"priorShares":31930},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":6004174,"shares":20750,"shareType":"SH","priorValue":5263395,"priorShares":20739},{"issuer":"ISHARES TR","titleOfClass":"CORE 1 5 YR USD","cusip":"46432F859","value":4958439,"shares":102766,"shareType":"SH","priorValue":4644093,"priorShares":95834},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI KLD ETF","cusip":"464288570","value":4909003,"shares":34476,"shareType":"SH","priorValue":4043118,"priorShares":33362},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":4334526,"shares":10165,"shareType":"SH","priorValue":3763957,"priorShares":10154},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP INDEX","cusip":"921910873","value":4316310,"shares":15774,"shareType":"SH","priorValue":3813089,"priorShares":16133},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":4137733,"shares":31290,"shareType":"SH","priorValue":3856682,"priorShares":34352},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":4096504,"shares":40692,"shareType":"SH","priorValue":3947560,"priorShares":39217},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":3096261,"shares":9003,"shareType":"SH","priorValue":2690648,"priorShares":9003},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":3086575,"shares":4191,"shareType":"SH","priorValue":2530903,"priorShares":4385},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":2396601,"shares":10997,"shareType":"SH","priorValue":2031197,"priorShares":10353},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":1853596,"shares":11729,"shareType":"SH","priorValue":1714511,"priorShares":11577},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":1635519,"shares":18014,"shareType":"SH","priorValue":1499478,"priorShares":18966},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":1624413,"shares":19728,"shareType":"SH","priorValue":1117615,"priorShares":15581},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1610121,"shares":2150,"shareType":"SH","priorValue":1349851,"priorShares":2066},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":1551746,"shares":25997,"shareType":"SH","priorValue":1399970,"priorShares":25901},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":1506787,"shares":12607,"shareType":"SH","priorValue":1097995,"priorShares":1574},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1487451,"shares":20877,"shareType":"SH","priorValue":1342397,"priorShares":20949},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":1388082,"shares":8481,"shareType":"SH","priorValue":992871,"priorShares":7021},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":1371533,"shares":5571,"shareType":"SH","priorValue":1153058,"priorShares":5603},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":1310510,"shares":4362,"shareType":"SH","priorValue":1114709,"priorShares":4495},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":1216049,"shares":2970,"shareType":"SH","priorValue":1090145,"priorShares":3057},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1213957,"shares":3254,"shareType":"SH","priorValue":1204108,"priorShares":3253},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":1172378,"shares":4825,"shareType":"SH","priorValue":1083845,"priorShares":4989},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":1122290,"shares":28932,"shareType":"SH","priorValue":968292,"priorShares":27634},{"issuer":"ISHARES TR","titleOfClass":"ESG OPTIMIZED","cusip":"464288802","value":1070073,"shares":6935,"shareType":"SH","priorValue":915089,"priorShares":6927},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":1019551,"shares":12174,"shareType":"SH","priorValue":975811,"priorShares":12993},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":974259,"shares":1947,"shareType":"SH","priorValue":933002,"priorShares":1947},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":939700,"shares":5720,"shareType":"SH","priorValue":803589,"priorShares":5642},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":932322,"shares":4718,"shareType":"SH","priorValue":845917,"priorShares":4590},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":897020,"shares":17802,"shareType":"SH","priorValue":834605,"priorShares":18283},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":865076,"shares":2366,"shareType":"SH","priorValue":832084,"priorShares":2753},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":846143,"shares":7111,"shareType":"SH","priorValue":695568,"priorShares":7104},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":843776,"shares":2361,"shareType":"SH","priorValue":716314,"priorShares":2491},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":742906,"shares":3117,"shareType":"SH","priorValue":664590,"priorShares":3191},{"issuer":"GLOBAL X FDS","titleOfClass":"S&P 500 CATHOLIC","cusip":"37954Y889","value":725306,"shares":8196,"shareType":"SH","priorValue":610810,"priorShares":7816},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":701431,"shares":4783,"shareType":"SH","priorValue":696990,"priorShares":4825},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":630219,"shares":8089,"shareType":"SH","priorValue":635670,"priorShares":8107},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":623730,"shares":520,"shareType":"SH","priorValue":478301,"priorShares":520},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":617805,"shares":10713,"shareType":"SH","priorValue":586189,"priorShares":12131},{"issuer":"VANGUARD WORLD FD","titleOfClass":"UTILITIES ETF","cusip":"92204A876","value":566778,"shares":2896,"shareType":"SH","priorValue":579924,"priorShares":2927},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":541352,"shares":4780,"shareType":"SH","priorValue":591940,"priorShares":4763},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US LARG VALU ETF","cusip":"25434V666","value":529652,"shares":10976,"shareType":"SH","priorValue":475721,"priorShares":10948},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG SMLCP","cusip":"67092P607","value":490596,"shares":9413,"shareType":"SH","priorValue":411240,"priorShares":9127},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":473284,"shares":1339,"shareType":"SH","priorValue":384199,"priorShares":1339},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ENERGY ETF","cusip":"92204A306","value":467593,"shares":3115,"shareType":"SH","priorValue":552902,"priorShares":3195},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":429107,"shares":3890,"shareType":"SH","priorValue":378192,"priorShares":3890},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":404687,"shares":2307,"shareType":"SH","priorValue":479338,"priorShares":2306},{"issuer":"SPDR SERIES TRUST","titleOfClass":"SPDR S&P 500 ESG","cusip":"78468R531","value":400382,"shares":5490,"shareType":"SH","priorValue":346308,"priorShares":5490},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATIONAL","cusip":"25434V690","value":392129,"shares":8695,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":376846,"shares":1554,"shareType":"SH","priorValue":331296,"priorShares":1551},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":368596,"shares":4477,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":365970,"shares":3523,"shareType":"SH","priorValue":336914,"priorShares":3469},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":360457,"shares":1101,"shareType":"SH","priorValue":323069,"priorShares":1098},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":354634,"shares":3685,"shareType":"SH","priorValue":389999,"priorShares":4046},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG MIDCP","cusip":"67092P409","value":351925,"shares":7494,"shareType":"SH","priorValue":300497,"priorShares":7315},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":349509,"shares":3624,"shareType":"SH","priorValue":323723,"priorShares":3650},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":348921,"shares":3414,"shareType":"SH","priorValue":304331,"priorShares":3397},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP VAL ETF","cusip":"921910840","value":344378,"shares":2107,"shareType":"SH","priorValue":304339,"priorShares":2100},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":330415,"shares":2440,"shareType":"SH","priorValue":378620,"priorShares":2438},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":316572,"shares":5439,"shareType":"SH","priorValue":310103,"priorShares":5297},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":309073,"shares":1217,"shareType":"SH","priorValue":296875,"priorShares":1215},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":283422,"shares":375,"shareType":"SH","priorValue":324283,"priorShares":375},{"issuer":"ISHARES TR","titleOfClass":"US INDUSTRIALS","cusip":"464287754","value":274679,"shares":1648,"shareType":"SH","priorValue":242861,"priorShares":1646},{"issuer":"ISHARES TR","titleOfClass":"ESG AWARE MSCI","cusip":"46435U663","value":274307,"shares":4904,"shareType":"SH","priorValue":230403,"priorShares":4900},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":251316,"shares":236,"shareType":"SH"},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":250240,"shares":505,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":247313,"shares":6637,"shareType":"SH","priorValue":214322,"priorShares":6032},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":243832,"shares":1102,"shareType":"SH","priorValue":208748,"priorShares":1101},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":240992,"shares":886,"shareType":"SH","priorValue":214961,"priorShares":886},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":238596,"shares":1857,"shareType":"SH","priorValue":222209,"priorShares":1847},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG MIDVL","cusip":"67092P508","value":227678,"shares":5235,"shareType":"SH"},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":226994,"shares":627,"shareType":"SH","priorValue":218996,"priorShares":622},{"issuer":"VANGUARD WORLD FD","titleOfClass":"CONSUM STP ETF","cusip":"92204A207","value":220941,"shares":980,"shareType":"SH","priorValue":218885,"priorShares":975},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS2000IDX","cusip":"92206C664","value":207678,"shares":1710,"shareType":"SH"},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":206510,"shares":1758,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":201244,"shares":533,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":200489,"shares":827,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}