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 |
|---|---|---|---|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC | COM | 301 | $73,012 | 1,022 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| KIMBERLY-CLARK CORP | COM | 302 | $70,874 | 509 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 303 | $70,596 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SERVICENOW INC | COM | 304 | $70,247 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
