Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 1.22%
2 BSVO 0.02%
3 IWC 0.01%
4 DFSU 0.00%
5 DCOR 0.00%
6 DFAT 0.00%
7 DFAC 0.00%
8 DFUS 0.00%
9 DFSV 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pettyjohn Co 255.57K (6.65%) 6.17K
Increased by +2.41%
Sep 30, 24
2 Vanguard Group Inc 192.59K (5.01%) 0.00
Increased by 0.00%
Sep 30, 24
3 CapTrust Financial Advisors 145.63K (3.79%) -143.00
Decreased by -0.10%
Sep 30, 24
4 Fourthstone LLC 93.12K (2.42%) 20.19K
Increased by +21.68%
Sep 30, 24
5 CWM Advisors, LLC 74.06K (1.93%) 74.06K
Increased by +100.00%
Sep 30, 24
6 Geode Capital Management, LLC 38.40K (1.00%) -2.84K
Decreased by -7.39%
Sep 30, 24
7 Raymond James Finl Svs Advisors, Inc. 37.97K (0.99%) 37.97K
Increased by +100.00%
Mar 31, 24
8 Bridgeway Capital Management, LLC 32.64K (0.85%) 938.00
Increased by +2.87%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 27.55K (0.72%) 703.00
Increased by +2.55%
Sep 30, 24
10 Banc Funds Co LLC 23.03K (0.60%) -38.35K
Decreased by -166.51%
Sep 30, 24
11 First Manhattan Co. LLC 22.31K (0.58%) 0.00
Increased by 0.00%
Sep 30, 24
12 Empowered Funds, LLC 19.64K (0.51%) 938.00
Increased by +4.78%
Sep 30, 24
13 SALZHAUER MICHAEL 18.99K (0.49%) 0.00
Increased by 0.00%
Sep 30, 24
14 BHZ Capital Management, LP. 13.26K (0.34%) -8.69K
Decreased by -65.53%
Mar 31, 24
15 Commonwealth Equity Services Inc 12.83K (0.33%) 2.60K
Increased by +20.28%
Sep 30, 24
16 Montvue Capital Management Inc 12.73K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
17 BlackRock Inc 9.34K (0.24%) 327.00
Increased by +3.50%
Jun 30, 24
18 Wells Fargo & Co 6.34K (0.17%) -1.00
Decreased by -0.02%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.58K (0.04%) -1.58K
Decreased by -99.87%
Sep 30, 24
20 UBS Group AG 582.00 (0.02%) 582.00
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 114.19K (2.97%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 76.02K (1.98%) 0.00
Increased by 0.00%
Oct 31, 24
3 Inspire Tactical Balanced ETF 72.82K (1.90%) 0.00
Increased by 0.00%
Nov 29, 24
4 Fidelity Extended Market Index 22.11K (0.58%) -495.00
Decreased by -2.24%
Oct 31, 24
5 Fidelity® Extended Market Index 20.40K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
6 EA Bridgeway Omni Small-Cap Value ETF 20.14K (0.52%) 24.00
Increased by +0.12%
Nov 29, 24
7 Bridgeway Omni Small-Cap Value 13.00K (0.34%) 0.00
Increased by 0.00%
Sep 30, 24
8 Bridgeway Omni Small-Cap Value N 13.00K (0.34%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity® Total Market Index 10.48K (0.27%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares Micro-Cap ETF 9.21K (0.24%) 0.00
Increased by 0.00%
Nov 30, 24
11 DFA US Core Equity 2 I 8.41K (0.22%) 0.00
Increased by 0.00%
Oct 31, 24
12 Fidelity Total Market Index 7.62K (0.20%) -25.00
Decreased by -0.33%
Oct 31, 24
13 Fidelity® Series Total Market Index 6.25K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Series Total Market Index 5.23K (0.14%) 0.00
Increased by 0.00%
Oct 31, 24
15 DFA US Targeted Value I 3.94K (0.10%) 0.00
Increased by 0.00%
Oct 31, 24
16 Dimensional US Targeted Value ETF 3.85K (0.10%) 0.00
Increased by 0.00%
Nov 29, 24
17 DFA US Core Equity 1 I 3.36K (0.09%) 0.00
Increased by 0.00%
Oct 31, 24
18 NT Ext Equity Mkt Idx Fd - L 3.35K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
19 Northern Trust Extended Eq Market Idx 3.35K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
20 Schwab Total Stock Market Index 2.74K (0.07%) 0.00
Increased by 0.00%
Oct 31, 24