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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
Evolution Wealth Advisors
Florida
$4.59M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.42M -$1.78M -53,178 -34%
PFG
3
Prosperity Financial Group
California
$2.83M +$24.9K +743 +0.9%
SFPG
4
Stonebridge Financial Planning Group
Florida
$2.76M +$128K +3,824 +5%
CCM
5
Condor Capital Management
New Jersey
$2.33M +$756K +22,525 +49%
SPIA
6
Steward Partners Investment Advisory
New York
$1.75M +$128K +3,815 +8%
3AM
7
3EDGE Asset Management
Florida
$1.66M +$79.5K +2,371 +5%
AAS
8
Avantax Advisory Services
Texas
$1.56M +$263K +7,845 +20%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.4M -$159K -4,754 -10%
Corient Private Wealth
10
Corient Private Wealth
Florida
$1.07M +$712K +21,216 +202%
NFSG
11
Newbridge Financial Services Group
Florida
$1.07M +$1.06M +31,619 New
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$969K -$416K -12,397 -30%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$900K +$119K +3,548 +15%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$684K +$679K +20,232 New
Osaic Holdings
15
Osaic Holdings
Arizona
$650K -$29.9K -891 -4%
MML Investors Services
16
MML Investors Services
Massachusetts
$554K +$550K +16,393 New
BCA
17
Bay Colony Advisors
Massachusetts
$387K -$178K -5,308 -32%
KPWS
18
Kestra Private Wealth Services
Texas
$387K +$49.5K +1,475 +15%
DADC
19
D.A. Davidson & Co
Montana
$328K +$839 +25 +0.3%
AWM
20
Able Wealth Management
New Jersey
$318K +$316K +9,415 New
Brown Advisory
21
Brown Advisory
Maryland
$306K +$304K +9,060 New
RA
22
RFG Advisory
Alabama
$280K +$278K +8,281 New
PS
23
Principal Securities
Iowa
$271K -$17.2K -512 -6%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$270K -$28.5K -850 -10%
Comerica Bank
25
Comerica Bank
Texas
$115K