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 |
|---|---|---|---|---|---|---|---|---|---|
| ALBEMARLE CORP | COM | 451 | $18,740 | 84 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | US HLTHCARE ETF | 452 | $18,497 | 66 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| STAG INDL INC | COM | 453 | $18,002 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 454 | $16,572 | 150 | 0.00 | 0.00 | -68 | -31.19 | 06-30-2023 |
