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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
26
Pinion Investment Advisors
Kansas
$402K -$76.1K -2,643 -15%
SIC
27
Samalin Investment Counsel
New York
$387K -$299K -10,371 -42%
UBS Group
28
UBS Group
Switzerland
$366K -$177K -6,156 -32%
DADC
29
D.A. Davidson & Co
Montana
$364K -$27.8K -967 -7%
AF
30
Allworth Financial
California
$314K +$34.5K +1,200 +12%
AIM
31
Advyzon Investment Management
Illinois
$283K +$31.2K +1,085 +12%
HighTower Advisors
32
HighTower Advisors
Illinois
$277K +$25.8K +895 +10%
MML Investors Services
33
MML Investors Services
Massachusetts
$271K -$371K -12,906 -57%
Osaic Holdings
34
Osaic Holdings
Arizona
$268K -$251K -8,731 -47%
GPW
35
Gentry Private Wealth
Kansas
$263K -$23.9K -829 -8%
FAL
36
Focused Alpha LLC
Colorado
$247K -$2.3K -80 -0.9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$246K +$257K +8,937 New
BCA
38
Bay Colony Advisors
Massachusetts
$218K -$4.81K -167 -2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$105K +$97.9K +3,400 +872%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$65.6K -$164K -5,700 -71%
MGI
41
Miller Global Investments
Texas
$37.1K -$2.76K -96 -7%
NS
42
NBC Securities
Alabama
$31.5K +$2.56K +89 +8%
EWA
43
EverSource Wealth Advisors
Alabama
$27.6K
CA
44
Clearstead Advisors
Ohio
$14.1K +$1.73K +60 +13%
ASN
45
Advisory Services Network
Georgia
$13.3K +$13.9K +484 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$9K +$9.76K +339 New
RBC
47
Roble Belko & Company
Pennsylvania
$4K +$230 +8 +6%
SEP
48
Signature Equity Partners
Ohio
$3.78K +$3.94K +137 New
AG
49
AmeriFlex Group
Nevada
$3.45K
CPG
50
Cornerstone Planning Group
New Jersey
$2.33K +$2.33K +81 New