— — ISHARES TR 45 positions · 141 reported rows Rows Pinnacle Financial Partners, Inc. reported for ISHARES TR, as it reported them ISHARES TR · RUS 1000 VAL ETF CUSIP — $628M 2,940,809 ISHARES TR · RUS 1000 GRW ETF CUSIP — $503M 1,180,236 ISHARES TR · RUSSELL 2000 ETF CUSIP — $244M 985,333 ISHARES TR · RUS 1000 ETF CUSIP — $216M 605,570 ISHARES TR · RUS MID CAP ETF CUSIP — $108M 1,112,806 ISHARES TR · RUS 1000 GRW ETF CUSIP — $56.0M 131,330 ISHARES TR · CORE US AGGBD ET CUSIP — $45.5M 458,649 ISHARES TR · MSCI EAFE ETF CUSIP — $36.7M 378,120 ISHARES TR · RUS 1000 VAL ETF CUSIP — $34.6M 161,744 ISHARES TR · MSCI EAFE ETF CUSIP — $34.4M 353,746 ISHARES TR · CORE S&P500 ETF CUSIP — $31.3M 47,899 ISHARES TR · 1 3 YR TREAS BD CUSIP — $31.1M 376,474 ISHARES TR · RUS 1000 VAL ETF CUSIP — $30.2M 141,234 ISHARES TR · RUS 1000 GRW ETF CUSIP — $28.5M 66,776 ISHARES TR · SELECT DIVID ETF CUSIP — $26.7M 176,464 ISHARES TR · CORE S&P SCP ETF CUSIP — $22.6M 182,028 ISHARES TR · CORE S&P SCP ETF CUSIP — $21.9M 175,910 ISHARES TR · CORE S&P MCP ETF CUSIP — $19.7M 291,159 ISHARES TR · 20 YR TR BD ETF CUSIP — $16.9M 194,687 ISHARES TR · CORE S&P500 ETF CUSIP — $16.5M 25,301 ISHARES TR · CORE S&P MCP ETF CUSIP — $16.4M 242,725 ISHARES TR · S&P SML 600 GWT CUSIP — $16.4M 113,203 ISHARES TR · RUS 2000 VAL ETF CUSIP — $15.4M 81,254 ISHARES TR · RUSSELL 2000 ETF CUSIP — $14.8M 59,870 ISHARES TR · RUS MD CP GR ETF CUSIP — $14.7M 114,743 ISHARES TR · CORE S&P500 ETF CUSIP — $14.1M 21,533 ISHARES TR · SELECT DIVID ETF CUSIP — $13.4M 88,232 ISHARES TR · 1 3 YR TREAS BD CUSIP — $11.9M 144,167 ISHARES TR · RUS MD CP GR ETF CUSIP — $11.3M 88,354 ISHARES TR · RUS MID CAP ETF CUSIP — $11.0M 113,168 ISHARES TR · RUS 2000 GRW ETF CUSIP — $10.4M 33,217 ISHARES TR · SP SMCP600VL ETF CUSIP — $9.9M 83,825 ISHARES TR · RUS MDCP VAL ETF CUSIP — $9.8M 67,439 ISHARES TR · IBOXX INV CP ETF CUSIP — $9.7M 89,154 ISHARES TR · S&P 500 GRWT ETF CUSIP — $8.2M 72,712 ISHARES TR · S&P 500 VAL ETF CUSIP — $8.0M 38,038 ISHARES TR · RUS MDCP VAL ETF CUSIP — $6.9M 47,113 ISHARES TR · S&P 100 ETF CUSIP — $6.8M 21,293 ISHARES TR · MSCI EAFE ETF CUSIP — $6.5M 66,872 ISHARES TR · CORE US AGGBD ET CUSIP — $6.2M 62,570 ISHARES TR · CORE S&P500 ETF CUSIP — $6.1M 9,319 ISHARES TR · S&P MC 400VL ETF CUSIP — $5.8M 43,687 ISHARES TR · RUSSELL 2000 ETF CUSIP — $5.5M 22,074 ISHARES TR · RUS MD CP GR ETF CUSIP — $5.0M 39,385 ISHARES TR · MSCI EMG MKT ETF CUSIP — $4.7M 82,683 ISHARES TR · SELECT DIVID ETF CUSIP — $4.6M 30,370 ISHARES TR · 7-10 YR TRSY BD CUSIP — $4.6M 47,920 ISHARES TR · RUS MDCP VAL ETF CUSIP — $4.5M 30,821 ISHARES TR · S&P 500 VAL ETF CUSIP — $4.2M 20,079 ISHARES TR · U.S. FINLS ETF CUSIP — $4.2M 35,539 ISHARES TR · 1 3 YR TREAS BD CUSIP — $4.2M 50,626 ISHARES TR · MSCI EMG MKT ETF CUSIP — $4.1M 72,435 ISHARES TR · CORE US AGGBD ET CUSIP — $3.8M 38,423 ISHARES TR · CORE S&P SCP ETF CUSIP — $3.5M 28,417 ISHARES TR · MSCI EAFE ETF CUSIP — $3.4M 35,352 ISHARES TR · CORE US AGGBD ET CUSIP — $3.3M 33,186 ISHARES TR · S&P 500 GRWT ETF CUSIP — $3.1M 27,706 ISHARES TR · 7-10 YR TRSY BD CUSIP — $3.0M 31,806 ISHARES TR · U.S. ENERGY ETF CUSIP — $2.9M 45,215 ISHARES TR · RUS 1000 GRW ETF CUSIP — $2.7M 6,300 ISHARES TR · CORE S&P TTL STK CUSIP — $2.4M 16,865 ISHARES TR · CORE S&P MCP ETF CUSIP — $2.3M 33,531 ISHARES TR · IBOXX INV CP ETF CUSIP — $2.2M 20,333 ISHARES TR · S&P MC 400GR ETF CUSIP — $2.2M 21,693 ISHARES TR · ISHARES BIOTECH CUSIP — $1.8M 10,759 ISHARES TR · RUSSELL 3000 ETF CUSIP — $1.7M 4,698 ISHARES TR · CORE S&P SCP ETF CUSIP — $1.6M 12,609 ISHARES TR · SP SMCP600VL ETF CUSIP — $1.5M 12,750 ISHARES TR · RUS MD CP GR ETF CUSIP — $1.4M 11,181 ISHARES TR · RUS MID CAP ETF CUSIP — $1.4M 14,388 ISHARES TR · 20 YR TR BD ETF CUSIP — $1.4M 15,905 ISHARES TR · MSCI EMG MKT ETF CUSIP — $1.3M 22,564 ISHARES TR · RUS MID CAP ETF CUSIP — $1.3M 13,159 ISHARES TR · RUS 1000 ETF CUSIP — $1.3M 3,533 ISHARES TR · RUS 2000 GRW ETF CUSIP — $1.3M 3,980 ISHARES TR · RUS MDCP VAL ETF CUSIP — $1.1M 7,411 ISHARES TR · ISHARES SEMICDTR CUSIP — $1.1M 3,239 ISHARES TR · S&P MC 400VL ETF CUSIP — $1.0M 7,704 ISHARES TR · RUS 2000 VAL ETF CUSIP — $984K 5,192 ISHARES TR · S&P 100 ETF CUSIP — $945K 2,970 ISHARES TR · RUS 2000 VAL ETF CUSIP — $908K 4,786 ISHARES TR · S&P SML 600 GWT CUSIP — $908K 6,276 ISHARES TR · EXPANDED TECH CUSIP — $901K 11,253 ISHARES TR · S&P MC 400GR ETF CUSIP — $878K 8,717 ISHARES TR · SP SMCP600VL ETF CUSIP — $854K 7,207 ISHARES TR · IBOXX INV CP ETF CUSIP — $846K 7,751 ISHARES TR · RUSSELL 3000 ETF CUSIP — $837K 2,258 ISHARES TR · CORE S&P MCP ETF CUSIP — $799K 11,818 ISHARES TR · SELECT DIVID ETF CUSIP — $747K 4,936 ISHARES TR · S&P MC 400GR ETF CUSIP — $733K 7,289 ISHARES TR · S&P SML 600 GWT CUSIP — $724K 5,005 ISHARES TR · CORE S&P TTL STK CUSIP — $691K 4,849 ISHARES TR · U.S. REAL ES ETF CUSIP — $687K 7,259 ISHARES TR · EXPND TEC SC ETF CUSIP — $676K 5,706 ISHARES TR · U.S. TECH ETF CUSIP — $600K 3,308 ISHARES TR · RUS 2000 GRW ETF CUSIP — $542K 1,726 ISHARES TR · RUSSELL 2000 ETF CUSIP — $538K 2,168 ISHARES TR · DOW JONES US ETF CUSIP — $521K 3,286 ISHARES TR · TIPS BD ETF CUSIP — $489K 4,435 ISHARES TR · S&P MC 400VL ETF CUSIP — $464K 3,500 ISHARES TR · U.S. TECH ETF CUSIP — $456K 2,511 ISHARES TR · S&P 500 VAL ETF CUSIP — $445K 2,106 ISHARES TR · TIPS BD ETF CUSIP — $437K 3,962 ISHARES TR · RUS 1000 VAL ETF CUSIP — $435K 2,038 ISHARES TR · CORE S&P TTL STK CUSIP — $411K 2,887 ISHARES TR · S&P 100 ETF CUSIP — $382K 1,200 ISHARES TR · S&P MC 400GR ETF CUSIP — $368K 3,661 ISHARES TR · S&P 500 GRWT ETF CUSIP — $364K 3,220 ISHARES TR · U.S. UTILITS ETF CUSIP — $364K 3,128 ISHARES TR · U.S. TECH ETF CUSIP — $350K 1,928 ISHARES TR · S&P SML 600 GWT CUSIP — $340K 2,348 ISHARES TR · 7-10 YR TRSY BD CUSIP — $320K 3,353 ISHARES TR · 20 YR TR BD ETF CUSIP — $318K 3,667 ISHARES TR · 1 3 YR TREAS BD CUSIP — $317K 3,838 ISHARES TR · S&P MC 400VL ETF CUSIP — $277K 2,092 ISHARES TR · US HLTHCARE ETF CUSIP — $267K 4,332 ISHARES TR · U.S. BAS MTL ETF CUSIP — $257K 1,459 ISHARES TR · U.S. REAL ES ETF CUSIP — $248K 2,627 ISHARES TR · RUS 2000 VAL ETF CUSIP — $240K 1,265 ISHARES TR · DOW JONES US ETF CUSIP — $234K 1,479 ISHARES TR · U.S. FIN SVC ETF CUSIP — $209K 2,517 ISHARES TR · MORNINGSTAR GRWT CUSIP — $205K 2,145 ISHARES TR · CORE S&P US GWT CUSIP — $195K 1,255 ISHARES TR · RUS 1000 ETF CUSIP — $166K 465 ISHARES TR · TIPS BD ETF CUSIP — $161K 1,463 ISHARES TR · S&P 500 VAL ETF CUSIP — $148K 703 ISHARES TR · IBOXX INV CP ETF CUSIP — $117K 1,070 ISHARES TR · RUSSELL 3000 ETF CUSIP — $111K 299 ISHARES TR · S&P 500 GRWT ETF CUSIP — $109K 968 ISHARES TR · U.S. UTILITS ETF CUSIP — $104K 900 ISHARES TR · RUS 2000 GRW ETF CUSIP — $94.1K 300 ISHARES TR · 7-10 YR TRSY BD CUSIP — $78.3K 820 ISHARES TR · 20 YR TR BD ETF CUSIP — $75.9K 875 ISHARES TR · SP SMCP600VL ETF CUSIP — $63.7K 536 ISHARES TR · CORE S&P US GWT CUSIP — $60.6K 391 ISHARES TR · RUS 1000 ETF CUSIP — $48.9K 136 ISHARES TR · EXPANDED TECH CUSIP — $29.6K 370 ISHARES TR · MSCI EMG MKT ETF CUSIP — $19.8K 348 ISHARES TR · S&P 100 ETF CUSIP — $14.8K 46 ISHARES TR · US HLTHCARE ETF CUSIP — $6.5K 105 ISHARES TR · RUSSELL 3000 ETF CUSIP — $5.2K 14
$2.5B 12,793,924 — 19.2% — — KO i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) COCA COLA CO 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for COCA COLA CO, as it reported them COCA COLA CO · COM CUSIP — $552M 7,253,540 COCA COLA CO · COM CUSIP — $20.7M 272,765 COCA COLA CO · COM CUSIP — $4.8M 62,779 COCA COLA CO · COM CUSIP — $346K 4,553
$577M 7,593,637 — 4.4% — — — VANGUARD INDEX FDS 13 positions · 45 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD INDEX FDS, as it reported them VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 $142M 237,184 VANGUARD INDEX FDS · GROWTH ETF CUSIP — $69.5M 159,080 VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — $52.9M 165,013 VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 $34.7M 58,057 VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — $32.2M 100,456 VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 $26.6M 44,458 VANGUARD INDEX FDS · MID CAP ETF CUSIP — $26.1M 90,922 VANGUARD INDEX FDS · GROWTH ETF CUSIP — $14.4M 32,983 VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 $13.8M 53,702 VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — $7.3M 33,554 VANGUARD INDEX FDS · GROWTH ETF CUSIP — $6.8M 15,674 VANGUARD INDEX FDS · MID CAP ETF CUSIP — $6.8M 23,487 VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 $6.1M 20,243 VANGUARD INDEX FDS · GROWTH ETF CUSIP — $5.8M 13,232 VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 $5.4M 61,359 VANGUARD INDEX FDS · VALUE ETF CUSIP — $4.6M 23,308 VANGUARD INDEX FDS · VALUE ETF CUSIP — $4.4M 22,161 VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — $4.3M 13,345 VANGUARD INDEX FDS · SMALL CP ETF CUSIP — $3.4M 13,052 VANGUARD INDEX FDS · SMALL CP ETF CUSIP — $2.6M 9,767 VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — $2.5M 11,386 VANGUARD INDEX FDS · MID CAP ETF CUSIP — $2.1M 7,191 VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 $2.0M 6,449 VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 $1.8M 9,956 VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 $1.6M 6,343 VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 $1.5M 17,147 VANGUARD INDEX FDS · VALUE ETF CUSIP — $1.5M 7,654 VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — $1.4M 6,637 VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 $1.1M 5,906 VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 $1.0M 1,736 VANGUARD INDEX FDS · VALUE ETF CUSIP — $924K 4,711 VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — $907K 3,035 VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 $832K 9,373 VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 $820K 3,185 VANGUARD INDEX FDS · MID CAP ETF CUSIP — $781K 2,720 VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — $621K 1,937 VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — $584K 1,955 VANGUARD INDEX FDS · SMALL CP ETF CUSIP — $347K 1,325 VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 $274K 3,090 VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — $244K 1,122 VANGUARD INDEX FDS · SMALL CP ETF CUSIP — $137K 522 VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — $36.6K 178 VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 $19.3K 64 VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — $18.5K 85 VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 $737 4
$492M 1,304,748 — 3.8% — — GPN i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GLOBAL PMTS INC 1 position · 2 reported rows Rows Pinnacle Financial Partners, Inc. reported for GLOBAL PMTS INC, as it reported them GLOBAL PMTS INC · COM CUSIP — $472M 7,012,729 GLOBAL PMTS INC · COM CUSIP — $4.7M 69,404
$477M 7,082,133 — 3.6% — — SPY i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) STATE STR SPDR S&P 500 ETF T 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for STATE STR SPDR S&P 500 ETF T, as it reported them STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — $216M 332,665 STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — $159M 243,987 STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — $36.5M 55,999 STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — $4.1M 6,250
$416M 638,901 — 3.2% — — AAPL i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) APPLE INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for APPLE INC, as it reported them APPLE INC · COM CUSIP — $174M 684,289 APPLE INC · COM CUSIP — $123M 484,791 APPLE INC · COM CUSIP — $40.1M 157,886 APPLE INC · COM CUSIP — $31.0M 122,084
$368M 1,449,050 — 2.8% — — PNFP i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) PINNACLE FINL PARTNERS INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for PINNACLE FINL PARTNERS INC, as it reported them PINNACLE FINL PARTNERS INC · COM CUSIP — $232M 2,693,636 PINNACLE FINL PARTNERS INC · COM CUSIP — $61.2M 710,030 PINNACLE FINL PARTNERS INC · COM CUSIP — $8.0M 92,965 PINNACLE FINL PARTNERS INC · COM CUSIP — $8.5K 99
$301M 3,496,730 — 2.3% — — GOOGL i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOOG i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) ALPHABET INC 2 positions · 8 reported rows Rows Pinnacle Financial Partners, Inc. reported for ALPHABET INC, as it reported them ALPHABET INC · CAP STK CL A CUSIP — $83.3M 289,733 ALPHABET INC · CAP STK CL A CUSIP — $78.3M 272,200 ALPHABET INC · CAP STK CL C CUSIP — $39.6M 138,092 ALPHABET INC · CAP STK CL C CUSIP — $37.4M 130,291 ALPHABET INC · CAP STK CL C CUSIP — $20.1M 69,976 ALPHABET INC · CAP STK CL A CUSIP — $17.6M 61,130 ALPHABET INC · CAP STK CL C CUSIP — $3.7M 12,775 ALPHABET INC · CAP STK CL A CUSIP — $3.0M 10,507
$283M 984,704 — 2.2% — — MSFT i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) MICROSOFT CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for MICROSOFT CORP, as it reported them MICROSOFT CORP · COM CUSIP — $119M 321,832 MICROSOFT CORP · COM CUSIP — $102M 274,683 MICROSOFT CORP · COM CUSIP — $28.7M 77,513 MICROSOFT CORP · COM CUSIP — $17.0M 45,870
$267M 719,898 — 2.0% — — — VANGUARD TAX-MANAGED FDS 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD TAX-MANAGED FDS, as it reported them VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — $198M 3,092,211 VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — $51.4M 802,285 VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — $2.7M 42,818 VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — $1.3M 20,321
$254M 3,957,635 — 1.9% — — NVDA i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) NVIDIA CORPORATION 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for NVIDIA CORPORATION, as it reported them NVIDIA CORPORATION · COM CUSIP — $139M 798,755 NVIDIA CORPORATION · COM CUSIP — $76.9M 441,057 NVIDIA CORPORATION · COM CUSIP — $16.2M 92,716 NVIDIA CORPORATION · COM CUSIP — $4.4M 25,278
$237M 1,357,806 — 1.8% — — SO i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) SOUTHERN CO 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for SOUTHERN CO, as it reported them SOUTHERN CO · COM CUSIP — $148M 1,528,132 SOUTHERN CO · COM CUSIP — $24.2M 250,957 SOUTHERN CO · COM CUSIP — $13.3M 138,298 SOUTHERN CO · COM CUSIP — $628K 6,505
$186M 1,923,892 — 1.4% — — JPM i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) JPMORGAN CHASE & CO 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for JPMORGAN CHASE & CO, as it reported them JPMORGAN CHASE & CO · COM CUSIP — $71.6M 243,259 JPMORGAN CHASE & CO · COM CUSIP — $70.6M 240,159 JPMORGAN CHASE & CO · COM CUSIP — $22.9M 77,975 JPMORGAN CHASE & CO · COM CUSIP — $16.3M 55,473
$181M 616,866 — 1.4% — — — ISHARES TR 24 positions · 65 reported rows Rows Pinnacle Financial Partners, Inc. reported for ISHARES TR, as it reported them ISHARES TR · INTRM GOV CR ETF CUSIP — $65.3M 612,088 ISHARES TR · 10-20 YR TRS ETF CUSIP — $18.5M 183,694 ISHARES TR · EAFE GRWTH ETF CUSIP — $11.8M 106,098 ISHARES TR · INTL SEL DIV ETF CUSIP — $8.8M 206,058 ISHARES TR · ISHS 1-5YR INVS CUSIP — $8.4M 160,710 ISHARES TR · 3 7 YR TREAS BD CUSIP — $8.2M 69,552 ISHARES TR · EAFE VALUE ETF CUSIP — $6.7M 89,694 ISHARES TR · PFD AND INCM SEC CUSIP — $6.2M 205,643 ISHARES TR · MSCI ACWI EX US CUSIP — $3.2M 46,861 ISHARES TR · 3 7 YR TREAS BD CUSIP — $3.0M 24,965 ISHARES TR · PFD AND INCM SEC CUSIP — $2.9M 95,563 ISHARES TR · NATIONAL MUN ETF CUSIP — $2.8M 26,528 ISHARES TR · NATIONAL MUN ETF CUSIP — $2.3M 21,722 ISHARES TR · ISHS 1-5YR INVS CUSIP — $1.9M 35,989 ISHARES TR · US BR DEL SE ETF CUSIP — $1.6M 9,613 ISHARES TR · 10-20 YR TRS ETF CUSIP — $1.6M 15,414 ISHARES TR · IBOXX HI YD ETF CUSIP — $1.4M 17,960 ISHARES TR · EAFE GRWTH ETF CUSIP — $1.1M 9,876 ISHARES TR · MBS ETF CUSIP — $1.0M 10,878 ISHARES TR · IBOXX HI YD ETF CUSIP — $811K 10,182 ISHARES TR · ISHS 5-10YR INVT CUSIP — $778K 14,615 ISHARES TR · US AER DEF ETF CUSIP — $671K 3,063 ISHARES TR · IBOXX HI YD ETF CUSIP — $662K 8,323 ISHARES TR · MBS ETF CUSIP — $588K 6,195 ISHARES TR · EAFE GRWTH ETF CUSIP — $583K 5,238 ISHARES TR · ESG OPTIMIZED CUSIP — $548K 4,150 ISHARES TR · USD INV GRDE ETF CUSIP — $469K 9,152 ISHARES TR · INTL SEL DIV ETF CUSIP — $449K 10,549 ISHARES TR · USD INV GRDE ETF CUSIP — $448K 8,740 ISHARES TR · NATIONAL MUN ETF CUSIP — $414K 3,898 ISHARES TR · MSCI ACWI ETF CUSIP — $368K 2,660 ISHARES TR · 3 7 YR TREAS BD CUSIP — $362K 3,050 ISHARES TR · MSCI ACWI ETF CUSIP — $359K 2,591 ISHARES TR · INTL SEL DIV ETF CUSIP — $340K 7,992 ISHARES TR · EAFE VALUE ETF CUSIP — $337K 4,539 ISHARES TR · MBS ETF CUSIP — $334K 3,520 ISHARES TR · ISHS 1-5YR INVS CUSIP — $328K 6,234 ISHARES TR · EAFE SML CP ETF CUSIP — $322K 4,111 ISHARES TR · 3 7 YR TREAS BD CUSIP — $319K 2,689 ISHARES TR · EAFE SML CP ETF CUSIP — $308K 3,933 ISHARES TR · EAFE VALUE ETF CUSIP — $307K 4,129 ISHARES TR · MORNINGSTAR VALU CUSIP — $300K 3,225 ISHARES TR · US REGNL BKS ETF CUSIP — $298K 5,535 ISHARES TR · MRGSTR MD CP GRW CUSIP — $257K 3,257 ISHARES TR · JPMORGAN USD EMG CUSIP — $216K 2,295 ISHARES TR · US AER DEF ETF CUSIP — $210K 959 ISHARES TR · ISHS 1-5YR INVS CUSIP — $201K 3,826 ISHARES TR · USD INV GRDE ETF CUSIP — $187K 3,650 ISHARES TR · GLB INFRASTR ETF CUSIP — $176K 2,623 ISHARES TR · EAFE GRWTH ETF CUSIP — $162K 1,456 ISHARES TR · EAFE VALUE ETF CUSIP — $133K 1,787 ISHARES TR · US REGNL BKS ETF CUSIP — $129K 2,400 ISHARES TR · MRGSTR MD CP GRW CUSIP — $127K 1,613 ISHARES TR · GLB INFRASTR ETF CUSIP — $122K 1,824 ISHARES TR · JPMORGAN USD EMG CUSIP — $109K 1,153 ISHARES TR · 10-20 YR TRS ETF CUSIP — $101K 1,006 ISHARES TR · US AER DEF ETF CUSIP — $68.7K 314 ISHARES TR · ESG OPTIMIZED CUSIP — $42.1K 318 ISHARES TR · MSCI ACWI ETF CUSIP — $39.4K 284 ISHARES TR · ESG OPTIMIZED CUSIP — $39.0K 295 ISHARES TR · 10-20 YR TRS ETF CUSIP — $38.5K 382 ISHARES TR · NATIONAL MUN ETF CUSIP — $21.2K 200 ISHARES TR · IBOXX HI YD ETF CUSIP — $21.0K 264 ISHARES TR · USD INV GRDE ETF CUSIP — $11.7K 229 ISHARES TR · ISHS 5-10YR INVT CUSIP — $5.2K 98
$170M 2,117,452 — 1.3% — — AMZN i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) AMAZON COM INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for AMAZON COM INC, as it reported them AMAZON COM INC · COM CUSIP — $64.1M 307,791 AMAZON COM INC · COM CUSIP — $56.3M 270,373 AMAZON COM INC · COM CUSIP — $21.1M 101,483 AMAZON COM INC · COM CUSIP — $12.4M 59,482
$154M 739,129 — 1.2% — — — INVESCO EXCHANGE TRADED FD T 12 positions · 22 reported rows Rows Pinnacle Financial Partners, Inc. reported for INVESCO EXCHANGE TRADED FD T, as it reported them INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — $61.7M 321,439 INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — $59.0M 1,241,470 INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — $6.0M 31,457 INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — $4.0M 21,041 INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — $2.9M 17,267 INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — $1.8M 24,461 INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — $767K 14,064 INVESCO EXCHANGE TRADED FD T · S&P500 EQL ENR CUSIP — $601K 5,480 INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — $579K 12,190 INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — $569K 11,974 INVESCO EXCHANGE TRADED FD T · S&P MDCP400 PR CUSIP — $494K 9,010 INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — $413K 7,576 INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — $408K 5,424 INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — $307K 6,689 INVESCO EXCHANGE TRADED FD T · DORSEY WRGT TECH CUSIP — $258K 2,988 INVESCO EXCHANGE TRADED FD T · S&P MDCP QUALITY CUSIP — $235K 2,268 INVESCO EXCHANGE TRADED FD T · FINL PFD ETF CUSIP — $188K 13,630 INVESCO EXCHANGE TRADED FD T · HIG YLD EQ DIV CUSIP — $171K 7,962 INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — $136K 710 INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — $60.2K 800 INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — $49.9K 301 INVESCO EXCHANGE TRADED FD T · HIG YLD EQ DIV CUSIP — $37.7K 1,758
$141M 1,759,959 — 1.1% — — XOM i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) EXXON MOBIL CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for EXXON MOBIL CORP, as it reported them EXXON MOBIL CORP · COM CUSIP — $55.0M 324,452 EXXON MOBIL CORP · COM CUSIP — $46.5M 273,986 EXXON MOBIL CORP · COM CUSIP — $24.1M 141,832 EXXON MOBIL CORP · COM CUSIP — $8.5M 50,193
$134M 790,463 — 1.0% — — LLY i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) ELI LILLY & CO 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for ELI LILLY & CO, as it reported them ELI LILLY & CO · COM CUSIP — $86.3M 93,811 ELI LILLY & CO · COM CUSIP — $38.1M 41,429 ELI LILLY & CO · COM CUSIP — $4.5M 4,838 ELI LILLY & CO · COM CUSIP — $1.8M 1,940
$131M 142,018 — 1.0% — — AFL i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) AFLAC INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for AFLAC INC, as it reported them AFLAC INC · COM CUSIP — $122M 1,113,887 AFLAC INC · COM CUSIP — $2.1M 19,504 AFLAC INC · COM CUSIP — $1.7M 15,675 AFLAC INC · COM CUSIP — $160K 1,458
$126M 1,150,524 — 1.0% — — JNJ i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) JOHNSON & JOHNSON 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for JOHNSON & JOHNSON, as it reported them JOHNSON & JOHNSON · COM CUSIP — $51.8M 211,917 JOHNSON & JOHNSON · COM CUSIP — $39.1M 159,963 JOHNSON & JOHNSON · COM CUSIP — $14.2M 57,966 JOHNSON & JOHNSON · COM CUSIP — $3.3M 13,608
$108M 443,454 — 0.8% — — — BLACKROCK ETF TRUST II 2 positions · 3 reported rows Rows Pinnacle Financial Partners, Inc. reported for BLACKROCK ETF TRUST II, as it reported them BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP — $79.5M 1,531,720 BLACKROCK ETF TRUST II · ISHARES TOTAL RE CUSIP — $28.4M 566,750 BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP — $121K 2,337
$108M 2,100,807 — 0.8% — — GLD i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) SPDR GOLD TR 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for SPDR GOLD TR, as it reported them SPDR GOLD TR · GOLD SHS CUSIP — $49.7M 115,531 SPDR GOLD TR · GOLD SHS CUSIP — $28.5M 66,234 SPDR GOLD TR · GOLD SHS CUSIP — $23.1M 53,760 SPDR GOLD TR · GOLD SHS CUSIP — $2.5M 5,717
$104M 241,242 — 0.8% — — V i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) VISA INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for VISA INC, as it reported them VISA INC · COM CL A CUSIP — $42.7M 141,253 VISA INC · COM CL A CUSIP — $24.0M 79,244 VISA INC · COM CL A CUSIP — $22.3M 73,835 VISA INC · COM CL A CUSIP — $3.3M 10,835
$92.2M 305,167 — 0.7% — — AVGO i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) BROADCOM INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for BROADCOM INC, as it reported them BROADCOM INC · COM CUSIP — $61.1M 197,273 BROADCOM INC · COM CUSIP — $20.2M 65,148 BROADCOM INC · COM CUSIP — $5.6M 18,084 BROADCOM INC · COM CUSIP — $1.1M 3,614
$87.9M 284,119 — 0.7% — — CVX i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) CHEVRON CORPORATION 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for CHEVRON CORPORATION, as it reported them CHEVRON CORPORATION · COM CUSIP — $38.0M 183,757 CHEVRON CORPORATION · COM CUSIP — $34.9M 168,737 CHEVRON CORPORATION · COM CUSIP — $8.3M 39,921 CHEVRON CORPORATION · COM CUSIP — $1.1M 5,556
$82.4M 397,971 — 0.6% — — HD i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) HOME DEPOT INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for HOME DEPOT INC, as it reported them HOME DEPOT INC · COM CUSIP — $42.3M 128,735 HOME DEPOT INC · COM CUSIP — $27.0M 82,000 HOME DEPOT INC · COM CUSIP — $11.8M 35,844 HOME DEPOT INC · COM CUSIP — $1.0M 3,126
$82.1M 249,705 — 0.6% — — BRK-A i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) BRK-B i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) BERKSHIRE HATHAWAY INC DEL 2 positions · 7 reported rows Rows Pinnacle Financial Partners, Inc. reported for BERKSHIRE HATHAWAY INC DEL, as it reported them BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — $28.0M 39 BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — $21.5M 44,860 BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — $13.1M 27,284 BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — $9.7M 20,278 BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — $4.3M 6 BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — $3.1M 6,425 BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — $1.4M 2
$81.1M 98,894 — 0.6% — — — J P MORGAN EXCHANGE TRADED F 7 positions · 12 reported rows Rows Pinnacle Financial Partners, Inc. reported for J P MORGAN EXCHANGE TRADED F, as it reported them J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — $32.4M 571,971 J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 $15.1M 298,725 J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — $11.4M 201,654 J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — $8.4M 148,201 J P MORGAN EXCHANGE TRADED F · ACTIVE VALUE ETF CUSIP 46641Q167 $3.1M 43,796 J P MORGAN EXCHANGE TRADED F · SMALL & MID CAP CUSIP 46641Q118 $3.0M 45,079 J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 $2.5M 49,528 J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 $2.1M 40,721 J P MORGAN EXCHANGE TRADED F · DIV RTN INT EQ CUSIP 46641Q209 $656K 9,206 J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 $306K 6,051 J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 $239K 4,785 J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — $211K 3,726
$79.5M 1,423,443 — 0.6% — — COST i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) COSTCO WHOLESALE CORPORATION 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for COSTCO WHOLESALE CORPORATION, as it reported them COSTCO WHOLESALE CORPORATION · COM CUSIP — $38.9M 39,013 COSTCO WHOLESALE CORPORATION · COM CUSIP — $32.4M 32,500 COSTCO WHOLESALE CORPORATION · COM CUSIP — $4.8M 4,794 COSTCO WHOLESALE CORPORATION · COM CUSIP — $1.5M 1,546
$77.6M 77,853 — 0.6% — — — AMERICAN CENTY ETF TR 8 positions · 11 reported rows Rows Pinnacle Financial Partners, Inc. reported for AMERICAN CENTY ETF TR, as it reported them AMERICAN CENTY ETF TR · US QUALITY GROW CUSIP 025072307 $30.5M 290,201 AMERICAN CENTY ETF TR · US QUALITY VAL CUSIP 025072208 $14.8M 228,169 AMERICAN CENTY ETF TR · US LARGE CAP VLU CUSIP 025072349 $8.8M 109,299 AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 $8.4M 98,582 AMERICAN CENTY ETF TR · QUALITY DIVRSFED CUSIP 025072406 $2.2M 33,774 AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 $1.4M 16,922 AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 $859K 7,774 AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 $431K 5,353 AMERICAN CENTY ETF TR · DIVERSIFIED MU CUSIP 025072505 $416K 8,310 AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 $183K 2,273 AMERICAN CENTY ETF TR · QUALITY DIVRSFED CUSIP 025072406 $41.6K 636
$68.1M 801,293 — 0.5% — — ABBV i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) ABBVIE INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for ABBVIE INC, as it reported them ABBVIE INC · COM CUSIP — $36.7M 168,892 ABBVIE INC · COM CUSIP — $25.2M 115,844 ABBVIE INC · COM CUSIP — $4.0M 18,351 ABBVIE INC · COM CUSIP — $1.8M 8,288
$67.7M 311,375 — 0.5% — — — SELECT SECTOR SPDR TR 11 positions · 36 reported rows Rows Pinnacle Financial Partners, Inc. reported for SELECT SECTOR SPDR TR, as it reported them SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — $12.6M 94,631 SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — $10.7M 80,347 SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 $5.5M 90,086 SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — $5.0M 108,561 SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 $4.1M 67,282 SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 $3.3M 53,289 SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — $3.2M 39,266 SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 $2.8M 18,873 SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 $2.5M 61,285 SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — $2.3M 17,433 SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — $1.9M 41,679 SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 $1.6M 10,666 SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 $1.5M 31,084 SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 $1.3M 11,734 SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 $1.3M 7,806 SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 $1.1M 7,274 SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 $968K 19,605 SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — $729K 15,891 SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 $611K 5,602 SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — $510K 6,215 SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 $475K 2,939 SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 $377K 7,545 SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — $315K 3,839 SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 $251K 2,260 SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 $247K 5,007 SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 $234K 2,115 SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 $208K 1,283 SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 $165K 3,307 SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 $156K 3,112 SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 $136K 1,243 SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 $98.7K 2,000 SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 $79.5K 1,948 SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 $70.4K 1,724 SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 $68.1K 1,667 SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 $64.9K 584 SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 $43.5K 710
$66.4M 829,892 — 0.5% — — — ISHARES TR 5 positions · 12 reported rows Rows Pinnacle Financial Partners, Inc. reported for ISHARES TR, as it reported them ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 $27.9M 145,611 ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 $18.6M 205,494 ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 $7.8M 86,497 ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 $6.4M 70,839 ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 $1.7M 19,467 ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 $1.3M 14,503 ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 $1.0M 4,364 ISHARES TR · MSCI USA VALUE CUSIP 46432F388 $565K 3,968 ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 $436K 2,271 ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 $326K 3,764 ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 $121K 1,402 ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 $4.7K 19
$66.3M 558,199 — 0.5% — — LMT i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) LOCKHEED MARTIN CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for LOCKHEED MARTIN CORP, as it reported them LOCKHEED MARTIN CORP · COM CUSIP — $32.9M 54,488 LOCKHEED MARTIN CORP · COM CUSIP — $19.8M 32,688 LOCKHEED MARTIN CORP · COM CUSIP — $7.8M 12,907 LOCKHEED MARTIN CORP · COM CUSIP — $2.6M 4,235
$63.1M 104,318 — 0.5% — — WMT i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) WALMART INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for WALMART INC, as it reported them WALMART INC · COM CUSIP — $25.8M 207,876 WALMART INC · COM CUSIP — $23.7M 191,023 WALMART INC · COM CUSIP — $6.4M 51,136 WALMART INC · COM CUSIP — $1.9M 15,558
$57.9M 465,593 — 0.4% — — — HARBOR ETF TRUST 4 positions · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for HARBOR ETF TRUST, as it reported them HARBOR ETF TRUST · HARBOR COMMODITY CUSIP 41151J505 $41.5M 1,336,589 HARBOR ETF TRUST · LONG TERM GROWER CUSIP 41151J406 $11.7M 422,301 HARBOR ETF TRUST · HEALTH CARE ETF CUSIP 41151J869 $3.5M 119,398 HARBOR ETF TRUST · INTERNATNAL COMP CUSIP 41151J885 $470K 16,226
$57.1M 1,894,514 — 0.4% — — AXP i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) AMERICAN EXPRESS CO 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for AMERICAN EXPRESS CO, as it reported them AMERICAN EXPRESS CO · COM CUSIP — $33.1M 109,264 AMERICAN EXPRESS CO · COM CUSIP — $15.2M 50,314 AMERICAN EXPRESS CO · COM CUSIP — $7.1M 23,462 AMERICAN EXPRESS CO · COM CUSIP — $1.5M 4,849
$56.8M 187,889 — 0.4% — — TJX i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) TJX COS INC NEW 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for TJX COS INC NEW, as it reported them TJX COS INC NEW · COM CUSIP — $35.3M 221,235 TJX COS INC NEW · COM CUSIP — $18.9M 118,295 TJX COS INC NEW · COM CUSIP — $1.2M 7,695 TJX COS INC NEW · COM CUSIP — $440K 2,748
$55.9M 349,973 — 0.4% — — MU i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) MICRON TECHNOLOGY INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for MICRON TECHNOLOGY INC, as it reported them MICRON TECHNOLOGY INC · COM CUSIP — $24.8M 73,481 MICRON TECHNOLOGY INC · COM CUSIP — $22.2M 65,569 MICRON TECHNOLOGY INC · COM CUSIP — $3.0M 8,844 MICRON TECHNOLOGY INC · COM CUSIP — $1.6M 4,870
$51.6M 152,764 — 0.4% — — — SPDR SERIES TRUST 18 positions · 32 reported rows Rows Pinnacle Financial Partners, Inc. reported for SPDR SERIES TRUST, as it reported them SPDR SERIES TRUST · STATE STREET SPD CUSIP — $19.3M 640,326 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $6.1M 42,115 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $3.9M 135,782 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $2.8M 105,520 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $2.3M 103,453 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $2.3M 79,967 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $2.2M 33,162 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $1.5M 15,420 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $1.5M 56,305 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $1.4M 9,294 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $804K 8,789 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $736K 7,287 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $722K 7,471 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $720K 9,403 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $670K 5,243 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $662K 22,019 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $586K 6,194 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $501K 5,111 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $488K 14,537 SPDR SERIES TRUST · BLOOMBERG SHORT CUSIP — $428K 15,884 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $396K 5,172 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $271K 1,592 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $243K 4,087 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $241K 738 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $220K 2,274 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $191K 6,358 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $182K 1,249 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $98.1K 1,072 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $88.6K 1,157 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $82.4K 1,265 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $32.3K 422 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $21.1K 165
$51.6M 1,348,833 — 0.4% — — — VANGUARD INTL EQUITY INDEX F 4 positions · 13 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD INTL EQUITY INDEX F, as it reported them VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 $20.3M 376,074 VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — $14.7M 195,515 VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 $4.0M 74,374 VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 $3.3M 60,520 VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — $2.1M 15,262 VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — $1.8M 13,140 VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — $1.6M 11,289 VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 $1.2M 22,052 VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — $455K 6,057 VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — $280K 3,723 VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 $111K 1,340 VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 $90.8K 1,101 VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — $49.2K 356
$50.0M 780,803 — 0.4% — — — VANGUARD SCOTTSDALE FDS 11 positions · 29 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD SCOTTSDALE FDS, as it reported them VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 $7.9M 71,954 VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — $7.7M 93,180 VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 $6.4M 81,108 VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 $5.5M 92,193 VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 $5.1M 63,788 VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — $4.3M 51,387 VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — $2.4M 28,729 VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 $1.0M 17,863 VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 $1.0M 16,917 VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 $986K 16,551 VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 $973K 8,868 VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX CUSIP 92206C730 $936K 3,172 VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 $906K 9,663 VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 $769K 9,697 VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 $741K 12,438 VANGUARD SCOTTSDALE FDS · LG-TERM COR BD CUSIP 92206C813 $665K 8,897 VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 $372K 3,710 VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 $342K 3,651 VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX CUSIP 92206C599 $260K 903 VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 $258K 2,578 VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 $250K 5,331 VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 $152K 1,624 VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 $123K 1,123 VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — $103K 1,247 VANGUARD SCOTTSDALE FDS · LG-TERM COR BD CUSIP 92206C813 $53.2K 711 VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 $22.6K 226 VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 $20.0K 200 VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 $18.9K 172 VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 $7.8K 99
$49.2M 607,980 — 0.4% — — HCA i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) HCA HEALTHCARE INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for HCA HEALTHCARE INC, as it reported them HCA HEALTHCARE INC · COM CUSIP — $45.1M 95,251 HCA HEALTHCARE INC · COM CUSIP — $853K 1,803 HCA HEALTHCARE INC · COM CUSIP — $130K 273 HCA HEALTHCARE INC · COM CUSIP — $103K 217
$46.2M 97,544 — 0.4% — — PG i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) PROCTER & GAMBLE CO 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for PROCTER & GAMBLE CO, as it reported them PROCTER & GAMBLE CO · COM CUSIP — $21.8M 150,635 PROCTER & GAMBLE CO · COM CUSIP — $20.7M 143,075 PROCTER & GAMBLE CO · COM CUSIP — $1.5M 10,560 PROCTER & GAMBLE CO · COM CUSIP — $1.2M 7,995
$45.1M 312,265 — 0.3% — — IBM i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) INTERNATIONAL BUSINESS MACHS 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for INTERNATIONAL BUSINESS MACHS, as it reported them INTERNATIONAL BUSINESS MACHS · COM CUSIP — $23.3M 96,120 INTERNATIONAL BUSINESS MACHS · COM CUSIP — $18.7M 77,215 INTERNATIONAL BUSINESS MACHS · COM CUSIP — $1.4M 5,801 INTERNATIONAL BUSINESS MACHS · COM CUSIP — $718K 2,961
$44.1M 182,097 — 0.3% — — MCD i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) MCDONALDS CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for MCDONALDS CORP, as it reported them MCDONALDS CORP · COM CUSIP — $29.4M 94,484 MCDONALDS CORP · COM CUSIP — $13.7M 44,093 MCDONALDS CORP · COM CUSIP — $567K 1,815 MCDONALDS CORP · COM CUSIP — $387K 1,245
$44.0M 141,637 — 0.3% — — — J P MORGAN EXCHANGE TRADED F 4 positions · 6 reported rows Rows Pinnacle Financial Partners, Inc. reported for J P MORGAN EXCHANGE TRADED F, as it reported them J P MORGAN EXCHANGE TRADED F · FLEXIBLE DEBT ET CUSIP 46654Q559 $39.3M 790,395 J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH CUSIP 46654Q609 $1.5M 18,164 J P MORGAN EXCHANGE TRADED F · FLEXIBLE DEBT ET CUSIP 46654Q559 $1.0M 20,589 J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — $915K 16,483 J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — $788K 14,178 J P MORGAN EXCHANGE TRADED F · HEDGED EQUITY LA CUSIP 46654Q724 $411K 6,430
$43.9M 866,239 — 0.3% — — QQQ i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) INVESCO QQQ TR 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for INVESCO QQQ TR, as it reported them INVESCO QQQ TR · UNIT SER 1 CUSIP — $20.0M 34,610 INVESCO QQQ TR · UNIT SER 1 CUSIP — $15.2M 26,253 INVESCO QQQ TR · UNIT SER 1 CUSIP — $7.8M 13,555 INVESCO QQQ TR · UNIT SER 1 CUSIP — $90.0K 156
$43.1M 74,574 — 0.3% — — ETN i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) EATON CORP PLC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for EATON CORP PLC, as it reported them EATON CORP PLC · SHS CUSIP — $25.1M 70,308 EATON CORP PLC · SHS CUSIP — $16.2M 45,378 EATON CORP PLC · SHS CUSIP — $1.1M 2,966 EATON CORP PLC · SHS CUSIP — $502K 1,398
$42.9M 120,050 — 0.3% — — META i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) META PLATFORMS INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for META PLATFORMS INC, as it reported them META PLATFORMS INC · CL A CUSIP — $29.9M 52,202 META PLATFORMS INC · CL A CUSIP — $7.6M 13,305 META PLATFORMS INC · CL A CUSIP — $4.5M 7,940 META PLATFORMS INC · CL A CUSIP — $688K 1,202
$42.7M 74,649 — 0.3% — — CSCO i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) CISCO SYS INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for CISCO SYS INC, as it reported them CISCO SYS INC · COM CUSIP — $26.8M 344,800 CISCO SYS INC · COM CUSIP — $11.5M 148,775 CISCO SYS INC · COM CUSIP — $3.6M 45,808 CISCO SYS INC · COM CUSIP — $514K 6,623
$42.4M 546,006 — 0.3% — — UNP i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) UNION PAC CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for UNION PAC CORP, as it reported them UNION PAC CORP · COM CUSIP — $21.1M 87,118 UNION PAC CORP · COM CUSIP — $11.0M 45,254 UNION PAC CORP · COM CUSIP — $9.2M 37,966 UNION PAC CORP · COM CUSIP — $430K 1,768
$41.8M 172,106 — 0.3% — — — VANGUARD WORLD FD 6 positions · 13 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD WORLD FD, as it reported them VANGUARD WORLD FD · FINANCIALS ETF CUSIP — $25.6M 211,819 VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 $8.6M 12,242 VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 $1.8M 10,464 VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 $1.7M 2,387 VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 $1.3M 7,269 VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 $834K 3,055 VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 $790K 1,132 VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 $286K 1,442 VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 $273K 1,580 VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 $167K 466 VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 $116K 426 VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 $38.4K 107 VANGUARD WORLD FD · FINANCIALS ETF CUSIP — $36.2K 300
$41.4M 252,689 — 0.3% — — CAT i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) CATERPILLAR INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for CATERPILLAR INC, as it reported them CATERPILLAR INC · COM CUSIP — $27.7M 39,108 CATERPILLAR INC · COM CUSIP — $7.8M 11,058 CATERPILLAR INC · COM CUSIP — $4.5M 6,388 CATERPILLAR INC · COM CUSIP — $852K 1,203
$40.9M 57,757 — 0.3% — — MRK i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) MERCK & CO INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for MERCK & CO INC, as it reported them MERCK & CO INC · COM CUSIP — $24.6M 204,312 MERCK & CO INC · COM CUSIP — $7.8M 64,549 MERCK & CO INC · COM CUSIP — $5.8M 48,079 MERCK & CO INC · COM CUSIP — $407K 3,381
$38.5M 320,321 — 0.3% — — PWR i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) QUANTA SVCS INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for QUANTA SVCS INC, as it reported them QUANTA SVCS INC · COM CUSIP — $32.9M 59,847 QUANTA SVCS INC · COM CUSIP — $3.3M 6,063 QUANTA SVCS INC · COM CUSIP — $1.2M 2,216 QUANTA SVCS INC · COM CUSIP — $343K 624
$37.7M 68,750 — 0.3% — — AMGN i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) AMGEN INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for AMGEN INC, as it reported them AMGEN INC · COM CUSIP — $17.3M 49,180 AMGEN INC · COM CUSIP — $15.6M 44,403 AMGEN INC · COM CUSIP — $4.2M 11,966 AMGEN INC · COM CUSIP — $403K 1,145
$37.5M 106,694 — 0.3% — — VLO i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) VALERO ENERGY CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for VALERO ENERGY CORP, as it reported them VALERO ENERGY CORP · COM CUSIP — $32.8M 132,796 VALERO ENERGY CORP · COM CUSIP — $1.9M 7,643 VALERO ENERGY CORP · COM CUSIP — $1.4M 5,547 VALERO ENERGY CORP · COM CUSIP — $1.2M 4,688
$37.2M 150,674 — 0.3% — — MPWR i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) MONOLITHIC PWR SYS INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for MONOLITHIC PWR SYS INC, as it reported them MONOLITHIC PWR SYS INC · COM CUSIP — $28.1M 25,733 MONOLITHIC PWR SYS INC · COM CUSIP — $5.5M 4,986 MONOLITHIC PWR SYS INC · COM CUSIP — $981K 897 MONOLITHIC PWR SYS INC · COM CUSIP — $5.5K 5
$34.6M 31,621 — 0.3% — — — VANGUARD BD INDEX FDS 4 positions · 11 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD BD INDEX FDS, as it reported them VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — $11.5M 156,166 VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 $7.4M 96,075 VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 $5.4M 70,342 VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — $4.1M 55,604 VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — $1.9M 24,580 VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — $1.6M 20,303 VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 $1.2M 15,054 VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — $573K 7,307 VANGUARD BD INDEX FDS · LONG TERM BOND CUSIP 921937793 $264K 3,837 VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 $258K 3,343 VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — $245K 3,327
$34.5M 455,938 — 0.3% — — — JOHN HANCOCK EXCHANGE TRADED 2 positions · 2 reported rows Rows Pinnacle Financial Partners, Inc. reported for JOHN HANCOCK EXCHANGE TRADED, as it reported them JOHN HANCOCK EXCHANGE TRADED · MULTIFACTR SML CUSIP 47804J842 $18.2M 424,936 JOHN HANCOCK EXCHANGE TRADED · MULTIFACTOR MI CUSIP 47804J206 $16.2M 241,151
$34.4M 666,087 — 0.3% — — CME i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) CME GROUP INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for CME GROUP INC, as it reported them CME GROUP INC · COM CUSIP — $31.0M 104,845 CME GROUP INC · COM CUSIP — $1.4M 4,622 CME GROUP INC · COM CUSIP — $784K 2,655 CME GROUP INC · COM CUSIP — $162K 545
$33.3M 112,667 — 0.3% — — RTX i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) RTX CORPORATION 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for RTX CORPORATION, as it reported them RTX CORPORATION · COM CUSIP — $26.4M 136,726 RTX CORPORATION · COM CUSIP — $4.3M 22,494 RTX CORPORATION · COM CUSIP — $2.1M 10,775 RTX CORPORATION · COM CUSIP — $355K 1,842
$33.2M 171,837 — 0.3% — — — PACER FDS TR 4 positions · 7 reported rows Rows Pinnacle Financial Partners, Inc. reported for PACER FDS TR, as it reported them PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 $27.8M 443,433 PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 $2.8M 45,138 PACER FDS TR · GLOBL CASH ETF CUSIP 69374H709 $1.2M 25,044 PACER FDS TR · US SMALL CAP CAS CUSIP 69374H857 $681K 15,177 PACER FDS TR · TRENDP US LAR CP CUSIP 69374H105 $666K 12,699 PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 $12.5K 200 PACER FDS TR · TRENDP US LAR CP CUSIP 69374H105 $5.2K 100
$33.1M 541,791 — 0.3% — — PM i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) PHILIP MORRIS INTL INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for PHILIP MORRIS INTL INC, as it reported them PHILIP MORRIS INTL INC · COM CUSIP — $18.8M 113,640 PHILIP MORRIS INTL INC · COM CUSIP — $12.4M 74,999 PHILIP MORRIS INTL INC · COM CUSIP — $1.2M 7,275 PHILIP MORRIS INTL INC · COM CUSIP — $663K 4,011
$33.1M 199,925 — 0.3% — — VZ i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) VERIZON COMMUNICATIONS INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for VERIZON COMMUNICATIONS INC, as it reported them VERIZON COMMUNICATIONS INC · COM CUSIP — $15.6M 311,562 VERIZON COMMUNICATIONS INC · COM CUSIP — $14.7M 292,543 VERIZON COMMUNICATIONS INC · COM CUSIP — $1.3M 25,155 VERIZON COMMUNICATIONS INC · COM CUSIP — $994K 19,804
$32.6M 649,064 — 0.2% — — ORCL i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) ORACLE CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for ORACLE CORP, as it reported them ORACLE CORP · COM CUSIP — $23.8M 161,649 ORACLE CORP · COM CUSIP — $6.5M 43,886 ORACLE CORP · COM CUSIP — $1.6M 10,613 ORACLE CORP · COM CUSIP — $751K 5,102
$32.5M 221,250 — 0.2% — — DUK i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) DUKE ENERGY CORP NEW 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for DUKE ENERGY CORP NEW, as it reported them DUKE ENERGY CORP NEW · COM NEW CUSIP — $16.9M 128,922 DUKE ENERGY CORP NEW · COM NEW CUSIP — $11.9M 90,565 DUKE ENERGY CORP NEW · COM NEW CUSIP — $3.2M 24,463 DUKE ENERGY CORP NEW · COM NEW CUSIP — $188K 1,437
$32.1M 245,387 — 0.2% — — WM i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) WASTE MGMT INC DEL 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for WASTE MGMT INC DEL, as it reported them WASTE MGMT INC DEL · COM CUSIP — $16.9M 73,465 WASTE MGMT INC DEL · COM CUSIP — $13.9M 60,668 WASTE MGMT INC DEL · COM CUSIP — $504K 2,194 WASTE MGMT INC DEL · COM CUSIP — $348K 1,507
$31.7M 137,834 — 0.2% — — — VANGUARD SPECIALIZED FUNDS 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD SPECIALIZED FUNDS, as it reported them VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — $11.6M 53,916 VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — $11.6M 53,755 VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — $7.3M 34,116 VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — $1.0M 4,780
$31.5M 146,567 — 0.2% — — — VICTORY PORTFOLIOS II 1 position · 2 reported rows Rows Pinnacle Financial Partners, Inc. reported for VICTORY PORTFOLIOS II, as it reported them VICTORY PORTFOLIOS II · VICSHS DV AC ETF CUSIP 92647N667 $30.0M 549,563 VICTORY PORTFOLIOS II · VICSHS DV AC ETF CUSIP 92647N667 $1.2M 22,163
$31.2M 571,726 — 0.2% — — — VANGUARD STAR FDS 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD STAR FDS, as it reported them VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 $29.5M 382,345 VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 $453K 5,877 VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 $443K 5,750 VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 $24.9K 321
$30.4M 394,293 — 0.2% — — — SCHWAB STRATEGIC TR 8 positions · 17 reported rows Rows Pinnacle Financial Partners, Inc. reported for SCHWAB STRATEGIC TR, as it reported them SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — $5.7M 202,869 SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — $5.5M 177,994 SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — $4.4M 149,751 SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — $3.8M 123,657 SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — $3.8M 98,447 SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — $2.4M 48,457 SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — $949K 19,387 SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — $897K 30,809 SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — $658K 21,239 SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — $605K 20,804 SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — $245K 10,109 SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — $236K 7,685 SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — $163K 5,600 SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — $157K 3,211 SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — $148K 5,080 SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — $99.3K 4,093 SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — $5.8K 200
$29.6M 929,392 — 0.2% — — BAC i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) BANK AMERICA CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for BANK AMERICA CORP, as it reported them BANK AMERICA CORP · COM CUSIP — $21.1M 433,182 BANK AMERICA CORP · COM CUSIP — $4.5M 92,492 BANK AMERICA CORP · COM CUSIP — $3.6M 72,925 BANK AMERICA CORP · COM CUSIP — $150K 3,072
$29.3M 601,671 — 0.2% — — MDY i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) STATE STR SPDR S&P MIDCAP 40 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for STATE STR SPDR S&P MIDCAP 40, as it reported them STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — $18.9M 30,629 STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — $8.8M 14,198 STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — $984K 1,594 STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — $694K 1,126
$29.3M 47,547 — 0.2% — — ADP i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) AUTOMATIC DATA PROCESSING IN 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for AUTOMATIC DATA PROCESSING IN, as it reported them AUTOMATIC DATA PROCESSING IN · COM CUSIP — $17.0M 83,821 AUTOMATIC DATA PROCESSING IN · COM CUSIP — $11.2M 55,218 AUTOMATIC DATA PROCESSING IN · COM CUSIP — $541K 2,659 AUTOMATIC DATA PROCESSING IN · COM CUSIP — $464K 2,284
$29.3M 143,982 — 0.2% — — — ISHARES INC 3 positions · 10 reported rows Rows Pinnacle Financial Partners, Inc. reported for ISHARES INC, as it reported them ISHARES INC · CORE MSCI EMKT CUSIP — $12.6M 180,857 ISHARES INC · CORE MSCI EMKT CUSIP — $7.6M 108,315 ISHARES INC · MSCI GBL ETF NEW CUSIP — $3.7M 65,658 ISHARES INC · CORE MSCI EMKT CUSIP — $2.6M 37,738 ISHARES INC · CORE MSCI EMKT CUSIP — $820K 11,758 ISHARES INC · MSCI EMRG CHN CUSIP — $669K 8,500 ISHARES INC · MSCI EMRG CHN CUSIP — $427K 5,429 ISHARES INC · MSCI EMRG CHN CUSIP — $321K 4,086 ISHARES INC · MSCI EMRG CHN CUSIP — $76.0K 965 ISHARES INC · MSCI GBL ETF NEW CUSIP — $48.6K 859
$28.9M 424,165 — 0.2% — — — VANGUARD WHITEHALL FDS 2 positions · 6 reported rows Rows Pinnacle Financial Partners, Inc. reported for VANGUARD WHITEHALL FDS, as it reported them VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — $18.8M 127,204 VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — $6.5M 44,067 VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP — $1.4M 15,599 VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — $834K 5,632 VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — $626K 4,228 VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP — $34.0K 384
$28.2M 197,114 — 0.2% — — — FEDERATED HERMES ETF TRUST i FEDERATED HERMES ETF TRUST · MDT SMALL CAP CUSIP 31423L602 quarter ended 2026-03-31filed filed 2026-05-14+44d $27.5M 925,365 — 0.2% — — LIN i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) LINDE PLC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for LINDE PLC, as it reported them LINDE PLC · SHS CUSIP — $9.9M 19,926 LINDE PLC · SHS CUSIP — $9.6M 19,445 LINDE PLC · SHS CUSIP — $7.4M 14,987 LINDE PLC · SHS CUSIP — $195K 391
$27.1M 54,749 — 0.2% — — — SPDR SERIES TRUST 8 positions · 17 reported rows Rows Pinnacle Financial Partners, Inc. reported for SPDR SERIES TRUST, as it reported them SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 $8.5M 92,240 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 $5.8M 198,727 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 $3.6M 122,050 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 $3.4M 115,086 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R457 $1.0M 33,218 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 $913K 36,554 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R457 $778K 25,704 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 $573K 6,249 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R739 $399K 8,350 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $380K 7,857 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $369K 7,634 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 $274K 2,994 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R887 $270K 1,973 SPDR SERIES TRUST · STATE STREET SPD CUSIP — $244K 5,044 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R622 $208K 2,171 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 $183K 6,260 SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 $143K 5,710
$26.9M 677,821 — 0.2% — — T i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) AT&T INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for AT&T INC, as it reported them AT&T INC · COM CUSIP — $15.1M 520,941 AT&T INC · COM CUSIP — $9.0M 311,157 AT&T INC · COM CUSIP — $1.9M 64,864 AT&T INC · COM CUSIP — $832K 28,695
$26.8M 925,657 — 0.2% — — SPGI i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) S&P GLOBAL INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for S&P GLOBAL INC, as it reported them S&P GLOBAL INC · COM CUSIP — $13.3M 31,334 S&P GLOBAL INC · COM CUSIP — $12.5M 29,384 S&P GLOBAL INC · COM CUSIP — $311K 731 S&P GLOBAL INC · COM CUSIP — $136K 319
$26.3M 61,768 — 0.2% — — PANW i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) PALO ALTO NETWORKS INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for PALO ALTO NETWORKS INC, as it reported them PALO ALTO NETWORKS INC · COM CUSIP — $14.1M 87,838 PALO ALTO NETWORKS INC · COM CUSIP — $10.2M 63,317 PALO ALTO NETWORKS INC · COM CUSIP — $1.1M 6,829 PALO ALTO NETWORKS INC · COM CUSIP — $580K 3,615
$25.9M 161,599 — 0.2% — — TMO i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) THERMO FISHER SCIENTIFIC INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for THERMO FISHER SCIENTIFIC INC, as it reported them THERMO FISHER SCIENTIFIC INC · COM CUSIP — $16.5M 33,562 THERMO FISHER SCIENTIFIC INC · COM CUSIP — $4.6M 9,386 THERMO FISHER SCIENTIFIC INC · COM CUSIP — $4.6M 9,374 THERMO FISHER SCIENTIFIC INC · COM CUSIP — $144K 292
$25.9M 52,614 — 0.2% — — ABT i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) ABBOTT LABORATORIES 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for ABBOTT LABORATORIES, as it reported them ABBOTT LABORATORIES · COM CUSIP — $12.5M 121,664 ABBOTT LABORATORIES · COM CUSIP — $11.2M 109,225 ABBOTT LABORATORIES · COM CUSIP — $1.4M 13,624 ABBOTT LABORATORIES · COM CUSIP — $742K 7,222
$25.8M 251,735 — 0.2% — — MS i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) MORGAN STANLEY 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for MORGAN STANLEY, as it reported them MORGAN STANLEY · COM NEW CUSIP — $13.8M 84,049 MORGAN STANLEY · COM NEW CUSIP — $10.6M 64,331 MORGAN STANLEY · COM NEW CUSIP — $616K 3,742 MORGAN STANLEY · COM NEW CUSIP — $563K 3,416
$25.6M 155,538 — 0.2% — — HON i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) HONEYWELL INTL INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for HONEYWELL INTL INC, as it reported them HONEYWELL INTL INC · COM CUSIP — $13.4M 59,065 HONEYWELL INTL INC · COM CUSIP — $10.5M 46,577 HONEYWELL INTL INC · COM CUSIP — $913K 4,036 HONEYWELL INTL INC · COM CUSIP — $779K 3,445
$25.6M 113,123 — 0.2% — — MA i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) MASTERCARD INCORPORATED 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for MASTERCARD INCORPORATED, as it reported them MASTERCARD INCORPORATED · CL A CUSIP — $18.0M 35,981 MASTERCARD INCORPORATED · CL A CUSIP — $5.8M 11,563 MASTERCARD INCORPORATED · CL A CUSIP — $1.4M 2,880 MASTERCARD INCORPORATED · CL A CUSIP — $296K 592
$25.5M 51,016 — 0.2% — — UNH i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) UNITEDHEALTH GROUP INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for UNITEDHEALTH GROUP INC, as it reported them UNITEDHEALTH GROUP INC · COM CUSIP — $9.6M 35,526 UNITEDHEALTH GROUP INC · COM CUSIP — $7.6M 28,214 UNITEDHEALTH GROUP INC · COM CUSIP — $6.1M 22,650 UNITEDHEALTH GROUP INC · COM CUSIP — $1.3M 4,618
$24.6M 91,008 — 0.2% — — TFC i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) TRUIST FINL CORP 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for TRUIST FINL CORP, as it reported them TRUIST FINL CORP · COM CUSIP — $13.1M 285,567 TRUIST FINL CORP · COM CUSIP — $6.2M 134,799 TRUIST FINL CORP · COM CUSIP — $5.1M 111,523 TRUIST FINL CORP · COM CUSIP — $48.5K 1,055
$24.5M 532,944 — 0.2% — — SHEL i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) SHELL PLC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for SHELL PLC, as it reported them SHELL PLC · SPON ADS CUSIP — $13.2M 142,093 SHELL PLC · SPON ADS CUSIP — $9.1M 97,557 SHELL PLC · SPON ADS CUSIP — $1.4M 15,490 SHELL PLC · SPON ADS CUSIP — $357K 3,839
$24.1M 258,979 — 0.2% — — — LEGG MASON ETF INVT 2 positions · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for LEGG MASON ETF INVT, as it reported them LEGG MASON ETF INVT · FRANKLIN INTL LW CUSIP 52468L505 $22.7M 559,691 LEGG MASON ETF INVT · FRANKLIN INTL LW CUSIP 52468L505 $803K 19,805 LEGG MASON ETF INVT · FRANKLIN US LOW CUSIP 52468L406 $397K 9,338 LEGG MASON ETF INVT · FRANKLIN INTL LW CUSIP 52468L505 $186K 4,588
$24.1M 593,422 — 0.2% — — BLK i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) BLACKROCK INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for BLACKROCK INC, as it reported them BLACKROCK INC · COM CUSIP — $19.7M 20,529 BLACKROCK INC · COM CUSIP — $3.1M 3,198 BLACKROCK INC · COM CUSIP — $898K 934 BLACKROCK INC · COM CUSIP — $226K 233
$23.9M 24,894 — 0.2% — — GPC i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GENUINE PARTS CO 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for GENUINE PARTS CO, as it reported them GENUINE PARTS CO · COM CUSIP — $18.1M 170,985 GENUINE PARTS CO · COM CUSIP — $4.6M 43,370 GENUINE PARTS CO · COM CUSIP — $166K 1,561 GENUINE PARTS CO · COM CUSIP — $146K 1,379
$23.0M 217,295 — 0.2% — — MO i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) ALTRIA GROUP INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for ALTRIA GROUP INC, as it reported them ALTRIA GROUP INC · COM CUSIP — $14.4M 218,666 ALTRIA GROUP INC · COM CUSIP — $7.3M 109,965 ALTRIA GROUP INC · COM CUSIP — $680K 10,291 ALTRIA GROUP INC · COM CUSIP — $483K 7,315
$22.8M 346,237 — 0.2% — — SHW i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) SHERWIN WILLIAMS CO 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for SHERWIN WILLIAMS CO, as it reported them SHERWIN WILLIAMS CO · COM CUSIP — $19.8M 61,890 SHERWIN WILLIAMS CO · COM CUSIP — $1.9M 5,792 SHERWIN WILLIAMS CO · COM CUSIP — $743K 2,318 SHERWIN WILLIAMS CO · COM CUSIP — $134K 417
$22.6M 70,417 — 0.2% — — — FIRST TR EXCHNG TRADED FD VI 8 positions · 8 reported rows Rows Pinnacle Financial Partners, Inc. reported for FIRST TR EXCHNG TRADED FD VI, as it reported them FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP — $7.8M 277,096 FIRST TR EXCHNG TRADED FD VI · VEST BUFFERED CUSIP 33740U778 $6.9M 258,455 FIRST TR EXCHNG TRADED FD VI · VEST BUFFERED CUSIP 33740U760 $3.6M 143,632 FIRST TR EXCHNG TRADED FD VI · FT VEST LAD CUSIP 33740U729 $1.7M 66,543 FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U737 $806K 19,606 FIRST TR EXCHNG TRADED FD VI · FT VEST NASD 100 CUSIP 33740U448 $734K 34,059 FIRST TR EXCHNG TRADED FD VI · FT VEST US EQUIT CUSIP 33740U497 $491K 15,033 FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP 33740U752 $246K 6,955
$22.3M 821,379 — 0.2% — — GS i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOLDMAN SACHS GROUP INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for GOLDMAN SACHS GROUP INC, as it reported them GOLDMAN SACHS GROUP INC · COM CUSIP — $18.0M 21,286 GOLDMAN SACHS GROUP INC · COM CUSIP — $2.3M 2,670 GOLDMAN SACHS GROUP INC · COM CUSIP — $1.1M 1,338 GOLDMAN SACHS GROUP INC · COM CUSIP — $124K 147
$21.5M 25,441 — 0.2% — — C i verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) CITIGROUP INC 1 position · 4 reported rows Rows Pinnacle Financial Partners, Inc. reported for CITIGROUP INC, as it reported them CITIGROUP INC · COM NEW CUSIP — $12.6M 111,140 CITIGROUP INC · COM NEW CUSIP — $7.8M 68,992 CITIGROUP INC · COM NEW CUSIP — $632K 5,562 CITIGROUP INC · COM NEW CUSIP — $206K 1,812
$21.3M 187,506 — 0.2% —