Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARMBRUSTER CAPITAL MANAGEMENT INC | 05-08-2023 | 03-31-2023 | 102 | 391,487,838 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $946,572 | 7,264 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 52 | $945,148 | 38,546 | 0.00 | 0.00 | -1,385 | -3.47 | 03-31-2023 |
| ISHARES TR | ESG AW MSCI EAFE | 53 | $840,528 | 11,700 | 0.00 | 0.00 | 1,425 | 13.87 | 03-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 54 | $840,198 | 6,084 | 0.00 | 0.00 | -822 | -11.90 | 03-31-2023 |
