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 |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 651 | $2,929 | 194 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES INC | ESG AWR MSCI EM | 652 | $2,910 | 92 | 0.00 | 92 | +Inf | 06-30-2023 | |
| GRAHAM HLDGS CO | COM CL B | 653 | $2,858 | 5 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| FIRST SOLAR INC | COM | 654 | $2,852 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
