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Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Condor Capital Management
New Jersey
$9.02M -$391K -13,601 -4%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.01M +$3.22M +111,763 +105%
LA
3
LexAurum Advisors
Kansas
$5.95M +$6.21M +215,712 New
CCMG
4
Clark Capital Management Group
Pennsylvania
$5.39M +$5.63M +195,437 New
PF
5
Prota Financial
Texas
$4.99M +$219K +7,593 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.1M +$3.62M +125,906 +554%
EWA
7
Evolution Wealth Advisors
Florida
$3.45M -$95.8K -3,330 -3%
LPL Financial
8
LPL Financial
California
$2.52M +$81.4K +2,829 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$2.28M -$2.98M -103,480 -56%
NA
10
NewEdge Advisors
Louisiana
$1.83M +$1.91M +66,469 New
HP
11
Haven Private
Florida
$1.78M +$143K +4,983 +8%
RA
12
RFG Advisory
Alabama
$1.3M +$13.4K +464 +1%
AWM
13
Apollon Wealth Management
South Carolina
$1.21M +$23.3K +808 +2%
SPIA
14
Steward Partners Investment Advisory
New York
$1.12M -$1.25M -43,414 -52%
FFA
15
Farther Finance Advisors
California
$1.05M +$34.8K +1,209 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$943K -$460K -15,997 -32%
Brown Advisory
17
Brown Advisory
Maryland
$919K +$109K +3,794 +13%
GA
18
GoalVest Advisory
New York
$833K -$115K -4,000 -12%
Raymond James Financial
19
Raymond James Financial
Florida
$812K -$32.6K -1,131 -4%
CEFA
20
Closed-End Fund Advisors
Virginia
$773K -$12.5K -433 -2%
IFG
21
Independent Financial Group
California
$705K +$247K +8,581 +51%
NW
22
Naviter Wealth
Arkansas
$681K +$150K +5,221 +27%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$483K +$72.8K +2,530 +17%
DWS
24
Discipline Wealth Solutions
South Carolina
$425K -$239K -8,309 -35%
PS
25
Principal Securities
Iowa
$404K +$421K +14,634 New