Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAC 0.00%
3 DFUS 0.00%
4 DFAT 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PL Capital Advisors, LLC 604.85K (20.71%) 0.00
Increased by 0.00%
Mar 31, 24
2 FJ Capital Management LLC 360.01K (12.32%) 0.00
Increased by 0.00%
Sep 30, 23
3 OLD POINT TRUST & FINANCIAL SERVICES N A 266.03K (9.11%) -11.81K
Decreased by -4.44%
Dec 31, 23
4 Vanguard Group Inc 183.61K (6.29%) 4.63K
Increased by +2.52%
Dec 31, 23
5 Geode Capital Management, LLC 41.98K (1.44%) 105.00
Increased by +0.25%
Dec 31, 23
6 Bridgeway Capital Management, LLC 32.32K (1.11%) 1.34K
Increased by +4.16%
Dec 31, 23
7 PBMares Wealth Management LLC 30.64K (1.05%) -4.37K
Decreased by -14.26%
Mar 31, 24
8 Renaissance Technologies Corp 28.23K (0.97%) 1.60K
Increased by +5.67%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 21.68K (0.74%) 0.00
Increased by 0.00%
Dec 31, 23
10 BlackRock Inc 19.38K (0.66%) -100.00
Decreased by -0.52%
Dec 31, 23
11 Fourthstone LLC 18.58K (0.64%) 18.58K
Increased by +100.00%
Sep 30, 23
12 Empowered Funds, LLC 15.02K (0.51%) 1.34K
Increased by +8.95%
Dec 31, 23
13 Northern Trust Corp 14.47K (0.50%) 14.47K
Increased by +100.00%
Dec 31, 23
14 Mill Capital Management, LLC 11.93K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
15 State Street Corporation 10.24K (0.35%) -8.96K
Decreased by -87.56%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 8.16K (0.28%) -374.00
Decreased by -4.58%
Dec 31, 23
17 PNC Financial Services Group Inc 2.08K (0.07%) 0.00
Increased by 0.00%
Dec 31, 23
18 Sandy Spring Bank 548.00 (0.02%) 4.00
Increased by +0.73%
Dec 31, 23
19 FMR Inc 125.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
20 Advisor Group Holdings, Inc. 59.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 119.70K (4.10%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 54.17K (1.85%) 35.00
Increased by +0.06%
Mar 31, 24
3 Fidelity Extended Market Index 27.32K (0.94%) 3.90K
Increased by +14.28%
Mar 31, 24
4 Fidelity® Extended Market Index 23.59K (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Omni Small-Cap Value 17.30K (0.59%) 0.00
Increased by 0.00%
Dec 31, 23
6 Bridgeway Omni Small-Cap Value N 17.30K (0.59%) 0.00
Increased by 0.00%
Dec 31, 23
7 EA Bridgeway Omni Small-Cap Value ETF 16.64K (0.57%) 0.00
Increased by 0.00%
Apr 30, 24
8 BlackRock Extended Mkt Composite 10.56K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
9 BlackRock Extended Equity Market K 9.22K (0.32%) 3.00
Increased by +0.03%
Mar 31, 24
10 iShares Micro-Cap ETF 7.42K (0.25%) -51.00
Decreased by -0.69%
Apr 30, 24
11 DFA US Core Equity 2 I 7.05K (0.24%) 0.00
Increased by 0.00%
Mar 31, 24
12 Fidelity® Total Market Index 6.82K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Total Market Index 6.80K (0.23%) -27.00
Decreased by -0.40%
Mar 31, 24
14 Fidelity Series Total Market Index 6.64K (0.23%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity® Series Total Market Index 6.64K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Balanced Index Inv 4.30K (0.15%) 0.00
Increased by 0.00%
Mar 31, 24
17 DFA US Vector Equity I 4.11K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Instl Ttl Stck Mkt Idx Tr 4.03K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Instl Ttl Stk Mkt Idx InstlPls 4.03K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
20 NT Ext Equity Mkt Idx Fd - L 3.62K (0.12%) 0.00
Increased by 0.00%
Mar 31, 24