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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.79M +$9.85M +359,661 New
CCM
2
Condor Capital Management
New Jersey
$8.89M -$12.1K -440 -0.1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.43M +$505K +18,457 +8%
LA
4
LexAurum Advisors
Kansas
$6.27M +$401K +14,628 +7%
CCMG
5
Clark Capital Management Group
Pennsylvania
$5.57M +$252K +9,203 +5%
PF
6
Prota Financial
Texas
$5.37M +$409K +14,926 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.07M +$21K +766 +0.5%
EWA
8
Evolution Wealth Advisors
Florida
$3.37M -$37.5K -1,370 -1%
Corient Private Wealth
9
Corient Private Wealth
Florida
$2.96M +$715K +26,108 +32%
LPL Financial
10
LPL Financial
California
$2.49M +$739 +27 +0%
NA
11
NewEdge Advisors
Louisiana
$2.1M +$292K +10,655 +16%
AWM
12
Apollon Wealth Management
South Carolina
$1.56M +$362K +13,230 +30%
HP
13
Haven Private
Florida
$1.5M -$261K -9,515 -15%
RA
14
RFG Advisory
Alabama
$1.31M +$28.8K +1,052 +2%
CEFA
15
Closed-End Fund Advisors
Virginia
$1.3M +$542K +19,773 +71%
BIG
16
Brookwood Investment Group
Arizona
$1.09M +$1.1M +40,065 New
AIP
17
Almanack Investment Partners
Pennsylvania
$1.08M +$1.09M +39,748 New
KCM
18
Kathmere Capital Management
Pennsylvania
$912K +$918K +33,516 New
SPIA
19
Steward Partners Investment Advisory
New York
$826K -$281K -10,278 -25%
BFA
20
Beaumont Financial Advisors
Massachusetts
$726K +$731K +26,698 New
SWP
21
Stratos Wealth Partners
Ohio
$642K +$646K +23,585 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$596K -$336K -12,267 -36%
Two Sigma Investments
23
Two Sigma Investments
New York
$571K +$575K +21,000 New
NW
24
Naviter Wealth
Arkansas
$530K -$143K -5,221 -21%
DWS
25
Discipline Wealth Solutions
South Carolina
$522K +$104K +3,780 +25%