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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
Evolution Wealth Advisors
Florida
$4.66M -$18.6K -550 -0.4%
Raymond James Financial
2
Raymond James Financial
Florida
$3.98M +$3.92M +115,677 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.55M +$66.9K +1,974 +2%
SFPG
4
Stonebridge Financial Planning Group
Florida
$2.85M +$37.6K +1,109 +1%
CCM
5
Condor Capital Management
New Jersey
$2.31M -$58.3K -1,719 -2%
SPIA
6
Steward Partners Investment Advisory
New York
$2.03M +$238K +7,021 +14%
PFG
7
Prosperity Financial Group
California
$1.93M -$936K -27,625 -33%
AAS
8
Avantax Advisory Services
Texas
$1.89M +$295K +8,698 +19%
Corient Private Wealth
9
Corient Private Wealth
Florida
$1.86M +$758K +22,361 +70%
3AM
10
3EDGE Asset Management
Florida
$1.65M -$48.4K -1,427 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.63M +$193K +5,701 +14%
NFSG
12
Newbridge Financial Services Group
Florida
$1.53M +$435K +12,837 +41%
SMC
13
Smith, Moore & Co
Missouri
$1.32M +$1.3M +38,412 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.09M +$170K +5,012 +19%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1M +$16.5K +486 +2%
RA
16
RFG Advisory
Alabama
$924K +$630K +18,573 +224%
Osaic Holdings
17
Osaic Holdings
Arizona
$693K +$31.1K +916 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$667K -$29.1K -858 -4%
Brown Advisory
19
Brown Advisory
Maryland
$590K +$274K +8,070 +89%
MML Investors Services
20
MML Investors Services
Massachusetts
$557K -$6.98K -206 -1%
BCA
21
Bay Colony Advisors
Massachusetts
$426K +$31.6K +931 +8%
DADC
22
D.A. Davidson & Co
Montana
$425K +$89.4K +2,638 +27%
KPWS
23
Kestra Private Wealth Services
Texas
$413K +$18.5K +547 +5%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$322K +$46.2K +1,363 +17%
PS
25
Principal Securities
Iowa
$315K +$37.9K +1,117 +14%