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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | AGGRES ALLOC ETF | 701 | $1,593 | 24 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ARK ETF TR | INNOVATION ETF | 702 | $1,549 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| WILLIAMS COS INC | COM | 703 | $1,534 | 47 | 0.00 | 47 | +Inf | 06-30-2023 | |
| CAMECO CORP | COM | 704 | $1,504 | 48 | 0.00 | 48 | +Inf | 06-30-2023 |
