Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 554 | 519,563,426 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SM CP VAL ETF | 101 | $543,339 | 3,285 | 0.00 | 0.00 | -13 | -0.39 | 06-30-2023 |
| UNITED RENTALS INC | COM | 102 | $541,125 | 1,215 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ADOBE SYSTEMS INCORPORATED | COM | 103 | $527,132 | 1,078 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| COCA COLA CO | COM | 104 | $520,568 | 8,584 | 0.00 | 0.00 | -35 | -0.41 | 06-30-2023 |
