We are live on ! Find out more
PVAL icon

Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
226
Kovack Advisors
Florida
$1.12M +$1.1M +22,080 New
SMC
227
Smith, Moore & Co
Missouri
$1.1M +$139K +2,787 +15%
MFA
228
Mayflower Financial Advisors
Massachusetts
$1.07M +$165K +3,326 +19%
TNBTD
229
Trustmark National Bank Trust Department
Mississippi
$1.07M -$877K -17,648 -46%
GWM
230
GK Wealth Management
Nevada
$1.06M +$1.03M +20,720 New
Betterment LLC
231
Betterment LLC
New York
$1.02M +$310K +6,232 +45%
MAG
232
Mayfair Advisory Group
Alabama
$980K +$130K +2,621 +16%
PWA
233
PCG Wealth Advisors
Kansas
$961K +$938K +18,865 New
Mariner
234
Mariner
Kansas
$916K +$894K +17,974 New
JWBC
235
John W. Brooker & Co
California
$915K +$283K +5,695 +46%
SW
236
Simplicity Wealth
New Jersey
$905K +$147K +2,951 +20%
RCA
237
Runnymede Capital Advisors
Ohio
$895K -$142K -2,850 -14%
AWM
238
Accurate Wealth Management
Florida
$877K +$16.5K +331 +2%
PFS
239
Prospera Financial Services
Texas
$869K +$243K +4,894 +40%
MSFS
240
Main Street Financial Solutions
Pennsylvania
$854K +$10.4K +210 +1%
VC
241
Vicus Capital
Pennsylvania
$852K +$345K +6,932 +71%
VCA
242
Verdence Capital Advisors
Maryland
$840K +$349K +7,016 +74%
AQR Capital Management
243
AQR Capital Management
Connecticut
$840K -$148K -2,979 -15%
ACA
244
Aspire Capital Advisors
Washington
$825K +$77.7K +1,563 +11%
CWP
245
Cyndeo Wealth Partners
Florida
$814K -$199 -4 -0%
WA
246
Wealth Alliance
New York
$784K +$353K +7,095 +86%
CPA
247
Clear Point Advisors
New York
$774K -$68.4K -1,376 -8%
Jane Street
248
Jane Street
New York
$766K +$747K +15,032 New
BWMG
249
Barnes Wealth Management Group
California
$763K -$39.9K -803 -5%
PWCM
250
Processus Wealth & Capital Management
Tennessee
$738K +$50.3K +1,011 +8%