Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 DFAT 0.00%
3 ITOT 0.00%
4 DFAC 0.00%
5 DFAS 0.00%
6 DFSV 0.00%
7 DFUS 0.00%
8 DFUV 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fourthstone LLC 557.72K (15.65%) -4.08K
Decreased by -0.73%
Sep 30, 23
2 STRATEGIC VALUE BANK PARTNERS LLC 300.80K (8.44%) 0.00
Increased by 0.00%
Dec 31, 23
3 Vanguard Group Inc 246.23K (6.91%) 1.00K
Increased by +0.41%
Dec 31, 23
4 Gendell Jeffrey L 217.76K (6.11%) 0.00
Increased by 0.00%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 147.03K (4.13%) 1.24K
Increased by +0.84%
Dec 31, 23
6 HoldCo Asset Management, L.P. 106.05K (2.98%) 0.00
Increased by 0.00%
Dec 31, 23
7 Bridgeway Capital Management, LLC 77.75K (2.18%) 2.11K
Increased by +2.72%
Dec 31, 23
8 Wellington Management Company LLP 71.27K (2.00%) 0.00
Increased by 0.00%
Dec 31, 23
9 BlackRock Inc 52.74K (1.48%) 10.21K
Increased by +19.36%
Dec 31, 23
10 Geode Capital Management, LLC 45.79K (1.28%) 1.37K
Increased by +2.99%
Dec 31, 23
11 AMG National Trust Bank 37.24K (1.05%) 0.00
Increased by 0.00%
Mar 31, 24
12 Pinnacle Holdings, LLC 34.89K (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
13 Empowered Funds, LLC 24.90K (0.70%) 2.11K
Increased by +8.48%
Dec 31, 23
14 Millennium Management LLC 22.89K (0.64%) -3.19K
Decreased by -13.94%
Dec 31, 23
15 Renaissance Technologies Corp 20.41K (0.57%) -1.30K
Decreased by -6.37%
Dec 31, 23
16 Kennedy Capital Management Inc 20.31K (0.57%) -343.00
Decreased by -1.69%
Dec 31, 23
17 Maltese Capital Management LLC 17.50K (0.49%) 5.00K
Increased by +28.57%
Dec 31, 23
18 Black Maple Capital Management LP 17.37K (0.49%) 0.00
Increased by 0.00%
Sep 30, 23
19 Raymond James Finl Svs Advisors, Inc. 15.15K (0.43%) -2.04K
Decreased by -13.47%
Dec 31, 23
20 State Street Corporation 14.12K (0.40%) 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 172.51K (4.84%) 214.00
Increased by +0.12%
Mar 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 66.53K (1.87%) 72.00
Increased by +0.11%
Mar 31, 24
3 DFA US Micro Cap I 29.49K (0.83%) 0.00
Increased by 0.00%
Mar 31, 24
4 Bridgeway Omni Small-Cap Value 27.62K (0.77%) 0.00
Increased by 0.00%
Dec 31, 23
5 Bridgeway Omni Small-Cap Value N 27.62K (0.77%) 0.00
Increased by 0.00%
Dec 31, 23
6 iShares Core S&P Total US Stock Mkt ETF 27.45K (0.77%) 0.00
Increased by 0.00%
Apr 30, 24
7 EA Bridgeway Omni Small-Cap Value ETF 27.45K (0.77%) 0.00
Increased by 0.00%
Apr 30, 24
8 Fidelity Extended Market Index 25.80K (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity® Extended Market Index 24.63K (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
10 Kennedy Micro Cap 19.83K (0.56%) -471.00
Decreased by -2.38%
Mar 31, 24
11 Bridgeway Ultra-Small Company Market 17.23K (0.48%) 0.00
Increased by 0.00%
Dec 31, 23
12 DFA US Core Equity 2 I 16.34K (0.46%) -1.28K
Decreased by -7.84%
Mar 31, 24
13 DFA US Targeted Value I 15.49K (0.43%) 434.00
Increased by +2.80%
Mar 31, 24
14 DFA US Small Cap I 15.46K (0.43%) 0.00
Increased by 0.00%
Mar 31, 24
15 DFA US Core Equity 1 I 11.69K (0.33%) -985.00
Decreased by -8.43%
Mar 31, 24
16 iShares Micro-Cap ETF 9.89K (0.28%) -67.00
Decreased by -0.68%
Apr 30, 24
17 Dimensional US Targeted Value ETF 9.69K (0.27%) 0.00
Increased by 0.00%
Apr 30, 24
18 Dimensional US Core Equity 2 ETF 8.04K (0.23%) 0.00
Increased by 0.00%
Apr 30, 24
19 BlackRock Extended Equity Market K 7.97K (0.22%) 6.94K
Increased by +87.07%
Mar 31, 24
20 Fidelity® Total Market Index 7.32K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23