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 |
|---|---|---|---|---|---|---|---|---|---|
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 401 | $30,205 | 1,462 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | SP SMCP600VL ETF | 402 | $28,908 | 304 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| AVANGRID INC | COM | 403 | $28,684 | 752 | 0.00 | 0.00 | -40 | -5.05 | 06-30-2023 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 404 | $27,703 | 735 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
