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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
Evolution Wealth Advisors
Florida
$4.6M -$93.7K -2,665 -2%
CCM
2
Condor Capital Management
New Jersey
$4.43M +$2.13M +60,686 +90%
Raymond James Financial
3
Raymond James Financial
Florida
$4.07M +$63.9K +1,816 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.45M -$134K -3,806 -4%
SFPG
5
Stonebridge Financial Planning Group
Florida
$2.98M +$110K +3,121 +4%
Corient Private Wealth
6
Corient Private Wealth
Florida
$2.15M +$279K +7,922 +15%
SPIA
7
Steward Partners Investment Advisory
New York
$2.08M +$41.3K +1,175 +2%
AAS
8
Avantax Advisory Services
Texas
$2M +$105K +2,973 +5%
IFG
9
Independent Financial Group
California
$2M +$1.72M +48,845 +543%
NFSG
10
Newbridge Financial Services Group
Florida
$1.95M +$418K +11,886 +27%
RA
11
RFG Advisory
Alabama
$1.81M +$897K +25,511 +95%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.69M +$54.7K +1,555 +3%
PFG
13
Prosperity Financial Group
California
$1.55M -$404K -11,493 -20%
SMC
14
Smith, Moore & Co
Missouri
$1.33M +$3.48K +99 +0.3%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1.31M +$299K +8,516 +29%
3AM
16
3EDGE Asset Management
Florida
$1.11M -$560K -15,941 -33%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.1M +$6.43K +183 +0.6%
Osaic Holdings
18
Osaic Holdings
Arizona
$928K +$233K +6,625 +33%
Brown Advisory
19
Brown Advisory
Maryland
$688K +$95.8K +2,726 +16%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$556K -$117K -3,340 -17%
DADC
21
D.A. Davidson & Co
Montana
$478K +$50.6K +1,438 +12%
MML Investors Services
22
MML Investors Services
Massachusetts
$447K -$115K -3,283 -20%
BCA
23
Bay Colony Advisors
Massachusetts
$418K -$12.4K -352 -3%
KPWS
24
Kestra Private Wealth Services
Texas
$410K -$5.38K -153 -1%
JWCA
25
J.W. Cole Advisors
Florida
$373K +$130K +3,704 +52%