0001398344-17-008500.txt : 20170710 0001398344-17-008500.hdr.sgml : 20170710 20170710153921 ACCESSION NUMBER: 0001398344-17-008500 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170710 DATE AS OF CHANGE: 20170710 EFFECTIVENESS DATE: 20170710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Independence Advisors, LLC CENTRAL INDEX KEY: 0001679118 IRS NUMBER: 272262116 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-17479 FILM NUMBER: 17957775 BUSINESS ADDRESS: STREET 1: 620 LEE ROAD, SUITE 100 CITY: WAYNE STATE: PA ZIP: 19087 BUSINESS PHONE: 610-695-8070 MAIL ADDRESS: STREET 1: 620 LEE ROAD, SUITE 100 CITY: WAYNE STATE: PA ZIP: 19087 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001679118 XXXXXXXX 06-30-2017 06-30-2017 true 1 RESTATEMENT false Independence Advisors, LLC

620 Lee Road, Suite 100 Wayne PA 19087

13F HOLDINGS REPORT 028-17479 N Barbara Richardson 484-321-5433 /s/ Barbara Richardson Wayne PA 07-10-2017 0 74 251412 INFORMATION TABLE 2 fp0026663_13fhra-table.xml 13F INFORMATION TABLE WELLS FARGO CO NEW COM 949746101 297 5363 SH SOLE 5363 0 0 WAL-MART STORES INC COM 931142103 273 3610 SH SOLE 3610 0 0 VISA INC COM CL A 92826C839 348 3707 SH SOLE 3707 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1018 11504 SH SOLE 11504 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 7821 189279 SH SOLE 189279 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 3784 73736 SH SOLE 73736 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 690 6214 SH SOLE 6214 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4837 44736 SH SOLE 44736 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3664 89737 SH SOLE 89737 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2694 21643 SH SOLE 21643 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3620 29451 SH SOLE 29451 0 0 VANGUARD INDEX FDS REIT ETF 922908553 555 6667 SH SOLE 6667 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 32338 334897 SH SOLE 334897 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1468 10071 SH SOLE 10071 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 209 1779 SH SOLE 1779 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 30231 237967 SH SOLE 237967 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 288 5121 SH SOLE 5121 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 21006 248502 SH SOLE 248502 0 0 TRAVELERS COMPANIES INC COM 89417E109 288 2278 SH SOLE 2278 0 0 TELEFLEX INC COM 879369106 230 1108 SH SOLE 1108 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 112 11027 SH SOLE 11027 0 0 SPROTT PHYSICAL PLAT PALLAD UNIT 85207Q104 80 10000 SH SOLE 10000 0 0 RPM INTL INC COM 749685103 221 4044 SH SOLE 4044 0 0 REYNOLDS AMERICAN INC COM 761713106 336 5161 SH SOLE 5161 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 191 20597 SH SOLE 20597 0 0 PRICELINE GRP INC COM NEW 741503403 238 127 SH SOLE 127 0 0 PPG INDS INC COM 693506107 3329 30271 SH SOLE 30271 0 0 PHILIP MORRIS INTL INC COM 718172109 253 2150 SH SOLE 2150 0 0 PFIZER INC COM 717081103 1649 49095 SH SOLE 49095 0 0 NUTRI SYS INC NEW COM 67069D108 274 5269 SH SOLE 5269 0 0 MICROSOFT CORP COM 594918104 706 10246 SH SOLE 10246 0 0 MERCK & CO INC COM 58933Y105 627 9785 SH SOLE 9785 0 0 MCDONALDS CORP COM 580135101 3204 20921 SH SOLE 20921 0 0 MASTERCARD INCORPORATED CL A 57636Q104 231 1900 SH SOLE 1900 0 0 JOHNSON & JOHNSON COM 478160104 822 6212 SH SOLE 6212 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3284 31286 SH SOLE 31286 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 11406 83349 SH SOLE 83349 0 0 ISHARES TR SP SMCP600VL ETF 464287879 722 5166 SH SOLE 5166 0 0 ISHARES TR CORE S&P500 ETF 464287200 341 1401 SH SOLE 1401 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1390 9864 SH SOLE 9864 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 12716 109218 SH SOLE 109218 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 30027 252286 SH SOLE 252286 0 0 ISHARES TR EAFE VALUE ETF 464288877 5861 113361 SH SOLE 113361 0 0 ISHARES TR EAFE SML CP ETF 464288273 289 5000 SH SOLE 5000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1754 42375 SH SOLE 42375 0 0 ISHARES TR MSCI EAFE ETF 464287465 28551 437894 SH SOLE 437894 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 8718 82418 SH SOLE 82418 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1401 11789 SH SOLE 11789 0 0 ISHARES TR NATIONAL MUN ETF 464288414 476 4325 SH SOLE 4325 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 299 1943 SH SOLE 1943 0 0 HONEYWELL INTL INC COM 438516106 251 1880 SH SOLE 1880 0 0 HOME DEPOT INC COM 437076102 284 1850 SH SOLE 1850 0 0 ALPHABET INC CAP STK CL C 02079K107 624 687 SH SOLE 687 0 0 ALPHABET INC CAP STK CL A 02079K305 569 612 SH SOLE 612 0 0 GLOBALSTAR INC COM 378973408 36 17136 SH SOLE 17136 0 0 GENERAL ELECTRIC CO COM 369604103 438 16225 SH SOLE 16225 0 0 FRANKLIN RES INC COM 354613101 291 6500 SH SOLE 6500 0 0 EXXON MOBIL CORP COM 30231G102 745 9224 SH SOLE 9224 0 0 DISNEY WALT CO COM DISNEY 254687106 440 4142 SH SOLE 4142 0 0 CSX CORP COM 126408103 506 9277 SH SOLE 9277 0 0 COLGATE PALMOLIVE CO COM 194162103 882 11901 SH SOLE 11901 0 0 COCA COLA CO COM 191216100 422 9407 SH SOLE 9407 0 0 CHEVRON CORP NEW COM 166764100 442 4232 SH SOLE 4232 0 0 CAMPBELL SOUP CO COM 134429109 2256 43266 SH SOLE 43266 0 0 BRYN MAWR BK CORP COM 117665109 2515 59168 SH SOLE 59168 0 0 BOEING CO COM 097023105 263 1331 SH SOLE 1331 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 246 1452 SH SOLE 1452 0 0 AQUA AMERICA INC COM 03836W103 1009 30306 SH SOLE 30306 0 0 APPLE INC COM 037833100 1840 12775 SH SOLE 12775 0 0 AMGEN INC COM 031162100 582 3381 SH SOLE 3381 0 0 ALTRIA GROUP INC COM 02209S103 538 7221 SH SOLE 7221 0 0 Accelerate Diagnostics Inc COM 00430H102 356 13000 SH SOLE 13000 0 0 Abbvie Inc COM 00287Y109 480 6624 SH SOLE 6624 0 0 3M CO COM 88579Y101 232 1115 SH SOLE 1115 0 0