| iShares Russell 1000 Value Inde (IWD) | $789.6M | 5.38% | 3,257,065 | +11,240 | Added |
| iShares Trust (IWF) | $694.8M | 4.74% | 5,595,573 | +57,005 | Added |
| Coca-Cola Co. (KO) | $584.6M | 3.99% | 7,193,014 | -400,623 | Trimmed |
| Global Payments Inc. (GPN) | $503.4M | 3.43% | 6,938,291 | -143,842 | Trimmed |
| SPDR S&P 500 (SPY) | $419.2M | 2.86% | 561,289 | -77,612 | Trimmed |
| Apple Inc. (AAPL) | $419.0M | 2.86% | 1,448,033 | -1,017 | Held |
| Pinnacle Financial Partners, Inc. (PNFP) | $344.7M | 2.35% | 3,416,527 | -80,203 | Trimmed |
| iShares Russell 2000 ETF (IWM) | $324.7M | 2.21% | 1,080,574 | +11,129 | Added |
| Vanguard Ftse Developed Markets (VEA) | $290.8M | 1.98% | 4,082,103 | +124,468 | Added |
| NVIDIA Corp. (NVDA) | $271.7M | 1.85% | 1,357,884 | +78 | Held |
| Microsoft Corp. (MSFT) | $268.0M | 1.83% | 718,355 | -1,543 | Trimmed |
| iShares Trust (IWB) | $256.1M | 1.75% | 625,348 | +15,644 | Added |
| Vanguard S&P 500 (VOO) | $240.3M | 1.64% | 349,813 | +8,378 | Added |
| Alphabet Inc. (GOOGL) | $227.6M | 1.55% | 636,973 | +3,403 | Added |
| JPMorgan Chase & Co. (JPM) | $199.8M | 1.36% | 610,353 | -6,513 | Trimmed |
| Eli Lilly & Co. (LLY) | $185.9M | 1.27% | 155,017 | +12,999 | Added |
| Southern Co. (SO) | $184.9M | 1.26% | 1,932,339 | +8,447 | Added |
| Amazon.com Inc. (AMZN) | $178.8M | 1.22% | 750,322 | +11,193 | Added |
| Micron Technology Inc. (MU) | $155.7M | 1.06% | 134,862 | -17,902 | Trimmed |
| Aflac Inc. (AFL) | $148.5M | 1.01% | 1,266,835 | +116,311 | Added |
| iShares Trust (IWR) | $137.4M | 0.94% | 1,245,534 | -7,987 | Trimmed |
| Alphabet Inc. (GOOG) | $120.4M | 0.82% | 340,632 | -10,502 | Trimmed |
| Vanguard Growth ETF (VUG) | $116.1M | 0.79% | 1,348,377 | +22,563 | Added |
| Johnson & Johnson (JNJ) | $113.6M | 0.78% | 447,481 | +4,027 | Added |
| Broadcom Inc. (AVGO) | $110.0M | 0.75% | 291,074 | +6,955 | Added |
| ExxonMobil Holdings Corp. (XOM) | $108.7M | 0.74% | 794,836 | +4,373 | Added |
| Visa Inc. (V) | $105.3M | 0.72% | 306,861 | +1,694 | Added |
| Invesco Exchange Traded FD T (RSP) | $99.2M | 0.68% | 466,375 | +91,728 | Added |
| SPDR Gold Trust (GLD) | $92.1M | 0.63% | 250,022 | +8,780 | Added |
| VG Totl STK Vprs (VTI) | $91.0M | 0.62% | 246,024 | -34,727 | Trimmed |
| Home Depot, Inc. (HD) | $89.8M | 0.61% | 254,542 | +4,837 | Added |
| iShares Trust (EFA) | $87.5M | 0.60% | 842,582 | +8,492 | Added |
| BlackRock ETF Trust II (BINC) | $85.0M | 0.58% | 1,623,402 | +89,345 | Added |
| iShares Core S&P 500 ETF (IVV) | $78.0M | 0.53% | 104,089 | +37 | Held |
| AbbVie Inc. (ABBV) | $77.8M | 0.53% | 309,302 | -2,073 | Trimmed |
| iShares Trust (GVI) | $74.6M | 0.51% | 702,746 | +90,658 | Added |
| Costco Wholesale Corp. (COST) | $73.5M | 0.50% | 78,622 | +769 | Added |
| Invesco Exchange Traded FD T (PRF) | $69.3M | 0.47% | 1,283,319 | +17,685 | Added |
| Chevron Corp. (CVX) | $66.5M | 0.45% | 401,107 | +3,136 | Added |
| American Express Co. (AXP) | $65.8M | 0.45% | 194,539 | +6,650 | Added |
| Cisco Systems, Inc. (CSCO) | $64.6M | 0.44% | 550,377 | +4,371 | Added |
| iShares Trust (AGG) | $64.0M | 0.44% | 646,646 | +53,818 | Added |
| Caterpillar Inc. (CAT) | $60.9M | 0.42% | 57,226 | -531 | Trimmed |
| iShares Core S&P Small-Cap ETF (IJR) | $60.3M | 0.41% | 406,907 | +7,943 | Added |
| Palo Alto Networks Inc. (PANW) | $57.1M | 0.39% | 167,383 | +5,784 | Added |
| Invesco QQQ Trust (QQQ) | $54.5M | 0.37% | 73,967 | -607 | Trimmed |
| TJX Companies Inc. (TJX) | $53.9M | 0.37% | 355,887 | +5,914 | Added |
| Lockheed Martin Corp. (LMT) | $53.5M | 0.36% | 104,999 | +681 | Added |
| Walmart Inc. (WMT) | $53.0M | 0.36% | 467,771 | +2,178 | Added |
| International Business Machines Corp. (IBM) | $52.0M | 0.35% | 184,932 | +2,835 | Added |
| Eaton Corp. plc (ETN) | $51.7M | 0.35% | 121,380 | +1,330 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $51.2M | 0.35% | 102,271 | +3,424 | Added |
| iShares Core S&P Mid-Cap ETF (IJH) | $50.4M | 0.34% | 653,225 | +73,992 | Added |
| iShares Select Dividend ETF (DVY) | $48.0M | 0.33% | 307,307 | +7,305 | Added |
| iShares Trust (SHY) | $47.9M | 0.33% | 583,186 | +8,081 | Added |
| Union Pacific Corp. (UNP) | $47.6M | 0.33% | 175,107 | +3,001 | Added |
| Quanta Services, Inc. (PWR) | $46.4M | 0.32% | 64,428 | -4,322 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $45.4M | 0.31% | 152,470 | -13,051 | Trimmed |
| Procter & Gamble Co. (PG) | $45.0M | 0.31% | 306,876 | -5,389 | Trimmed |
| J P Morgan Exchange Traded F (JEPI) | $44.5M | 0.30% | 787,470 | -138,082 | Trimmed |
| JPMorgan Flexible Debt ETF (JFLX) | $43.5M | 0.30% | 862,473 | +51,489 | Added |
| Monolithic Power Systems, Inc. (MPWR) | $41.9M | 0.29% | 30,314 | -1,307 | Trimmed |
| Merck & Co., Inc. (MRK) | $41.8M | 0.28% | 324,931 | +4,610 | Added |
| Meta Platforms, Inc. (META) | $40.6M | 0.28% | 72,148 | -2,501 | Trimmed |
| Harbor ETF Trust (HGER) | $40.2M | 0.27% | 1,368,604 | +32,015 | Added |
| Vanguard Mid Cap Index ETF (VO) | $39.4M | 0.27% | 489,324 | -7,956 | Trimmed |
| McDonald's Corp. (MCD) | $39.1M | 0.27% | 144,718 | +3,081 | Added |
| Valero Energy Corp. (VLO) | $39.0M | 0.27% | 149,897 | -777 | Trimmed |
| Amgen Inc. (AMGN) | $39.0M | 0.27% | 107,659 | +965 | Added |
| Federated Hermes ETF Trust (FSCC) | $38.6M | 0.26% | 1,033,467 | +108,102 | Added |
| HCA Healthcare, Inc. (HCA) | $38.4M | 0.26% | 98,386 | +842 | Added |
| iShares Core MSCI Eafe ETF (IEFA) | $37.8M | 0.26% | 391,221 | +13,888 | Added |
| Applied Materials Inc. (AMAT) | $37.0M | 0.25% | 51,229 | +3,074 | Added |
| UnitedHealth Group Inc. (UNH) | $36.9M | 0.25% | 88,730 | -2,278 | Trimmed |
| iShares Russell Mid-Cap Growth ETF (IWP) | $36.7M | 0.25% | 250,670 | -2,993 | Trimmed |
| American Centy ETF Trust (QGRO) | $36.6M | 0.25% | 310,201 | +20,000 | Added |
| Philip Morris International Inc. (PM) | $36.1M | 0.25% | 199,629 | -296 | Trimmed |
| Technology Select Sector SPDR ETF (XLK) | $35.9M | 0.24% | 188,273 | -4,138 | Trimmed |
| Morgan Stanley (MS) | $35.4M | 0.24% | 169,559 | +14,021 | Added |
| Bank of America Corp. (BAC) | $34.2M | 0.23% | 601,074 | -597 | Held |
| Berkshire Hathaway Inc. Del | $33.7M | 0.23% | 45 | -2 | Trimmed |
| Vanguard Ftse Emerging Markets (VWO) | $33.6M | 0.23% | 562,212 | +29,192 | Added |
| Victoryshares Dividend Accelerator ETF (VSDA) | $33.3M | 0.23% | 573,111 | +1,385 | Added |
| RTX Corp. (RTX) | $33.2M | 0.23% | 175,179 | +3,342 | Added |
| Vanguard Specialized Funds (VIG) | $32.8M | 0.22% | 138,486 | -8,081 | Trimmed |
| SPDR S&P MidCap 400 ETF (MDY) | $32.8M | 0.22% | 46,580 | -967 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $32.7M | 0.22% | 56,328 | -1,071 | Trimmed |
| Corning Inc. (GLW) | $32.2M | 0.22% | 126,115 | +1,426 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $32.1M | 0.22% | 387,908 | +49,240 | Added |
| iShares Trust (ACWI) | $31.9M | 0.22% | 203,486 | +197,951 | Added |
| iShares Edge MSCI USA Quality F (QUAL) | $31.7M | 0.22% | 144,536 | -3,346 | Trimmed |
| Oracle Corp. (ORCL) | $31.6M | 0.21% | 215,308 | -5,942 | Trimmed |
| Automatic Data Processing Inc. (ADP) | $31.2M | 0.21% | 139,294 | -4,688 | Trimmed |
| Waste Management Inc. (WM) | $30.8M | 0.21% | 138,190 | +356 | Added |
| Duke Energy Corp. (DUK) | $30.4M | 0.21% | 239,778 | -5,609 | Trimmed |
| iShares Total Return Active ETF (BRTR) | $30.0M | 0.20% | 595,225 | +28,475 | Added |
| Linde plc (LIN) | $29.4M | 0.20% | 56,564 | +1,815 | Added |
| Vanguard Whitehall FDS (VYM) | $29.2M | 0.20% | 185,047 | +3,916 | Added |
| ASML Holding N.V. (ASML) | $28.7M | 0.20% | 14,418 | -515 | Trimmed |
| Verizon Communications Inc. (VZ) | $28.2M | 0.19% | 667,015 | +17,951 | Added |