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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Salem Investment Counselors
North Carolina
$13.6K +$13.7K +500 New
Morgan Stanley
52
Morgan Stanley
New York
$10.2K +$10.1K +368 +4,600%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$7K -$2.41K -88 -26%
RBC
54
Roble Belko & Company
Pennsylvania
$7K +$3.12K +114 +77%
FFA
55
Farther Finance Advisors
California
$5.99K -$1.06M -38,641 -99%
POIA
56
Pin Oak Investment Advisors
Texas
$5K +$5.48K +200 New
SEP
57
Signature Equity Partners
Ohio
$3.77K +$27 +1 +0.7%
AG
58
AmeriFlex Group
Nevada
$3.4K
PTC
59
Private Trust Company
Ohio
$1.88K +$575 +21 +44%
CPG
60
Cornerstone Planning Group
New Jersey
$1.64K -$520 -19 -23%
PWAM
61
Private Wealth Asset Management
Iowa
$1.22K +$1.23K +45 New
SWP
62
Strategic Wealth Partners
Ohio
$1.2K +$1.09K +40 +1,000%
HI
63
Harbour Investments
Wisconsin
$327
SFG
64
Strive Financial Group
Indiana
$218 +$219 +8 New
GA
65
GoalVest Advisory
New York
-$833K -30,218 Closed
PIA
66
Pinion Investment Advisors
Kansas
-$402K -14,565 Closed
DADC
67
D.A. Davidson & Co
Montana
-$364K -13,209 Closed
GPW
68
Gentry Private Wealth
Kansas
-$263K -9,533 Closed
BCA
69
Bay Colony Advisors
Massachusetts
-$218K -7,908 Closed
ASN
70
Advisory Services Network
Georgia
-$13.3K -484 Closed
PSFG
71
Park Square Financial Group
Georgia
-$579 -21 Closed
OCM
72
Osbon Capital Management
Massachusetts
-$524 -19 Closed