Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE FINANCIAL GROUP LLC / IL | 02-12-2024 | 12-31-2023 | 63 | 195,264,852 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 1 | $26,185,384 | 743,903 | 0.01 | 0.01 | 598,284 | 410.86 | 12-31-2023 |
| WISDOMTREE TR | US TOTAL DIVIDND | 2 | $19,181,524 | 293,385 | 0.01 | 0.01 | -26,499 | -8.28 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 3 | $14,975,446 | 586,582 | 0.01 | 0.01 | 75,404 | 14.75 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 4 | $13,532,478 | 462,965 | 0.01 | 0.01 | 35,442 | 8.29 | 12-31-2023 |
