Pinnacle Financial Partners Inc ETFs

Pinnacle Financial Partners Inc

$4.82 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IYY Ishares Tr	$0	$800,000 0.02% of portfolio	5,884	Q1 2021 Added 100.0%
SLV I Shares Silver Trust	$15.5B	$726,000 0.02% of portfolio	23,436	Q1 2025 Added 0.29%
AIQ Global X Funds Global X Artifi	$0	$682,000 0.01% of portfolio	18,759	Q1 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$645,000 0.01% of portfolio	2,527	Q1 2025 Added 0.08%
VOE Vanguard Mid Cap Value Index F	$0	$627,000 0.01% of portfolio	3,909	Q4 2024 Reduced 1.51%
MGC Vanguard Mega Cap ETF	$0	$613,000 0.01% of portfolio	3,047	Q1 2025 Reduced 1.55%
DFAC Dimensional ETF Tr U S Core Eq	$0	$603,000 0.01% of portfolio	18,303	Q1 2024 Added 10.97%
PRF Invesco Exchange Traded Fd Tr	$0	$597,000 0.01% of portfolio	14,792	Q3 2024 Added 0.01%
SCHG Schwab Strategic Tr Us Large C	$0	$595,000 0.01% of portfolio	23,766	Q1 2025 Reduced 0.55%
HYG Ishares Tr	$0	$584,000 0.01% of portfolio	7,405	Q1 2025 Reduced 31.68%
DFAS Dimensional ETF Tr U S Small C	$0	$566,000 0.01% of portfolio	9,474	Q1 2025 Added 1.57%
PREF Principal Spectrum Pfd Secs Ac	$0	$566,000 0.01% of portfolio	30,272	Q1 2025 Reduced 21.02%
CWB Spdr Bloomberg Convertible Sec	$0	$529,000 0.01% of portfolio	6,907	Q1 2025 New
DFAT Dimensional ETF Tr U S Target	$0	$518,000 0.01% of portfolio	10,079	Q4 2023 New
TFLO Ishares Treasury Floating Rate	$0	$497,000 0.01% of portfolio	9,819	Q1 2025 Added 5.77%
XLB Select Sector Spdr Fd Material	$0	$494,000 0.01% of portfolio	5,751	Q1 2025 Reduced 13.54%
TIP Ishares Tr Tips Bd ETF	$0	$490,000 0.01% of portfolio	4,417	Q1 2025 Added 6.33%
XLP Consumer Staples Sector Spdr	$0	$483,000 0.01% of portfolio	6,357	Q1 2025 Added 1.07%
RDVY First Trust Rising Dividend Ac	$0	$478,000 0.01% of portfolio	8,167	Q4 2024 Added 9.55%
GSLC Goldman Sachs ETF Tr Activebet	$0	$461,000 0.01% of portfolio	4,188	Q1 2025 Reduced 13.63%
FLQM Franklin Templeton ETF Tr Libe	$0	$456,000 0.01% of portfolio	8,615	Q4 2024 Added 78.92%
EYLD Cambria ETF Tr Emerging Shareh	$0	$444,000 0.01% of portfolio	14,007	Q3 2024 New
IYW Ishares Dj Us Tech ETF	$0	$393,000 0.01% of portfolio	2,805	Q4 2024 Reduced 7.73%
XLG Invesco Exchange Traded Fd Tr	$0	$392,000 0.01% of portfolio	8,525	Q3 2024 Reduced 1.45%
QLTA Ishares Trust Aaa A Rated Corp	$0	$387,000 0.01% of portfolio	8,159	Q1 2024 Added 7.21%
SCHM Schwab Strategic U.S. Mid Cap	$0	$361,000 0.01% of portfolio	13,806	Q1 2025 Added 200.92%
FNDF Schwab Fundamental Intl Large	$0	$361,000 0.01% of portfolio	9,995	Q1 2025 Added 11.41%
EWJ Ishares Msci Japan ETF	$0	$350,000 0.01% of portfolio	5,118	Q1 2025 Added 5.46%
DFIV Dimensional ETF Tr	$0	$328,000 0.01% of portfolio	8,335	Q4 2023 New
IBB Ishares Biotechnology ETF	$0	$306,000 0.01% of portfolio	2,400	Q1 2025 Reduced 10.61%
SHM Spdr Nuveen Bloomberg Short Te	$0	$296,000 0.01% of portfolio	6,226	Q2 2023 Reduced 47.44%
PULS Pgim ETF Tr	$0	$292,000 0.01% of portfolio	5,880	Q1 2025 Reduced 21.54%
VMBS Vanguard Mortg Backed Sec ETF	$0	$286,000 0.01% of portfolio	6,176	Q1 2025 Added 0.7%
SCHB Schwab Strategic Tr Us Broad M	$0	$280,000 0.01% of portfolio	13,050	Q1 2025 Added 200.0%
IWY Ishares Tr Russell 200 Growth	$0	$261,000 0.01% of portfolio	1,238	Q3 2024 New
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$257,000 0.01% of portfolio	6,807	Q1 2025 Reduced 0.53%
XLF Financial Sector Spdr	$0	$250,000 0.01% of portfolio	5,020	Q1 2025 Reduced 8.88%
IMCG Ishare Morningstar Mid Cap Gro	$0	$248,000 0.01% of portfolio	3,483	Q1 2024 Reduced 6.55%
SCHA Schwab Strategic Tr Us Small C	$0	$241,000 0.0% of portfolio	10,286	Q1 2025 Added 101.25%
GOVT Ishares U.S. Treasury Bond ETF	$0	$241,000 0.0% of portfolio	10,494	Q1 2025 Reduced 53.03%
SCHE Schwab Strategic Tr Us Emergin	$0	$227,000 0.0% of portfolio	8,266	Q4 2023 Reduced 18.67%
SUSA Ishares Tr Msci Usa Esg Select	$0	$218,000 0.0% of portfolio	1,900	Q1 2025 Reduced 14.8%
JNK Spdr Bloomberg High Yield Bond	$0	$211,000 0.0% of portfolio	2,216	Q4 2024 Added 7.57%
XLC Select Sector Spdr Tr Communic	$0	$204,000 0.0% of portfolio	2,116	Q1 2025 Added 1.44%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$203,000 0.0% of portfolio	4,436	Q1 2025 New
HYD Vaneck High Yield Muni ETF	$0	$180,000 0.0% of portfolio	3,523	Q3 2024 Reduced 47.0%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$168,000 0.0% of portfolio	15,000	Q3 2024 New
IAT Ishares Tr	$0	$146,000 0.0% of portfolio	3,147	Q4 2022 Added 200.0%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$134,000 0.0% of portfolio	2,665	Q3 2024 Reduced 38.96%
SCHX Schwab Strategic Tr Us Large C	$0	$132,000 0.0% of portfolio	6,000	Q1 2025 Added 200.0%

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