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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BLC
51
Brown, Lisle/Cummings
Rhode Island
$2.07K +$2.16K +75 New
LWMI
52
Legacy Wealth Management (Idaho)
Idaho
$1.85K +$1.93K +67 New
PTC
53
Private Trust Company
Ohio
$1.32K +$1.38K +48 New
PSFG
54
Park Square Financial Group
Georgia
$579 +$604 +21 New
OCM
55
Osbon Capital Management
Massachusetts
$524 +$547 +19 New
HI
56
Harbour Investments
Wisconsin
$331 +$345 +12 New
Morgan Stanley
57
Morgan Stanley
New York
$221 -$29 -1 -11%
SWP
58
Strategic Wealth Partners
Ohio
$110 +$115 +4 New
SFPG
59
Stonebridge Financial Planning Group
Florida
– -$2.28M -74,649 Closed
3AM
60
3EDGE Asset Management
Florida
– -$1.16M -37,887 Closed
STA
61
Shade Tree Advisors
New York
– -$970K -31,700 Closed
CIM
62
Confluence Investment Management
Missouri
– -$846K -27,635 Closed
CastleKeep Investment Advisors
63
CastleKeep Investment Advisors
Connecticut
– -$838K -27,393 Closed
SWP
64
Stratos Wealth Partners
Ohio
– -$471K -15,400 Closed
JWCA
65
J.W. Cole Advisors
Florida
– -$387K -12,659 Closed
GC
66
Grimes & Company
Massachusetts
– -$358K -11,700 Closed
AWM
67
Accurate Wealth Management
Florida
– -$332K -10,784 Closed
Mariner
68
Mariner
Kansas
– -$306K -10,000 Closed
GC
69
Guidance Capital
Kentucky
– -$247K -7,962 Closed
EMAM
70
Encompass More Asset Management
California
– -$214K -6,983 Closed
NFSG
71
Newbridge Financial Services Group
Florida
– -$13.2K -432 Closed
AssetMark Inc
72
AssetMark Inc
California
– -$5.39K -176 Closed
SFG
73
Strive Financial Group
Indiana
– -$245 -8 Closed