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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Condor Capital Management
New Jersey
$5.26M +$209K +6,217 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$5.23M -$803K -23,889 -13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.08M +$1.93M +57,471 +56%
EWA
4
Evolution Wealth Advisors
Florida
$4.16M -$57.8K -1,720 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.59M +$1.98M +58,945 +109%
SPIA
6
Steward Partners Investment Advisory
New York
$3.21M +$147K +4,383 +5%
Corient Private Wealth
7
Corient Private Wealth
Florida
$2.85M +$286K +8,498 +10%
SFPG
8
Stonebridge Financial Planning Group
Florida
$2.81M +$28.7K +854 +1%
LPL Financial
9
LPL Financial
California
$2.62M +$44.4K +1,320 +2%
NFSG
10
Newbridge Financial Services Group
Florida
$1.85M +$16.9K +503 +0.9%
PFG
11
Prosperity Financial Group
California
$1.75M +$218K +6,482 +13%
HP
12
Haven Private
Florida
$1.66M +$1.75M +52,087 New
RA
13
RFG Advisory
Alabama
$1.38M +$573K +17,057 +65%
AWM
14
Apollon Wealth Management
South Carolina
$1.33M -$18.3K -545 -1%
SMC
15
Smith, Moore & Co
Missouri
$1.32M +$44.4K +1,322 +3%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$1.23M -$129K -3,846 -9%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.11M +$225K +6,685 +25%
3AM
18
3EDGE Asset Management
Florida
$1.06M -$6.22K -185 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$827K +$875K +26,029 New
IFG
20
Independent Financial Group
California
$723K -$791K -23,545 -51%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$700K +$160K +4,751 +28%
Brown Advisory
22
Brown Advisory
Maryland
$631K
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$617K +$33.6K +1,000 +5%
DWS
24
Discipline Wealth Solutions
South Carolina
$605K +$640K +19,051 New
PIA
25
Pinion Investment Advisors
Kansas
$577K +$632K +18,809 New