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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVPW
226
Third View Private Wealth
Connecticut
$479K +$487K +10,314 New
SB
227
Strategic Blueprint
Georgia
$460K +$208K +4,410 +80%
BCA
228
Bay Colony Advisors
Massachusetts
$457K -$35.1K -744 -7%
VC
229
Vicus Capital
Pennsylvania
$454K +$176K +3,723 +61%
SPA
230
Sentinel Pension Advisors
Massachusetts
$449K -$55.1K -1,167 -11%
VCA
231
Verdence Capital Advisors
Maryland
$440K +$331 +7 +0.1%
AIM
232
Advyzon Investment Management
Illinois
$436K +$444K +9,405 New
EWM
233
Elevation Wealth Management
Minnesota
$423K +$40.6K +859 +10%
PWP
234
Principle Wealth Partners
Connecticut
$422K -$49.4K -1,047 -10%
PWM
235
Perigon Wealth Management
California
$421K +$119K +2,521 +38%
Franklin Resources
236
Franklin Resources
California
$421K +$309K +6,547 +260%
NF
237
Nvest Financial
New Hampshire
$408K
Creative Planning
238
Creative Planning
Kansas
$403K +$410K +8,687 New
AP
239
Advisortrust Partners
North Carolina
$399K
CIC
240
Carnegie Investment Counsel
Ohio
$397K
PS
241
Principal Securities
Iowa
$386K -$331K -7,008 -46%
WA
242
Wealth Alliance
New York
$385K +$392K +8,292 New
HH
243
Hilltop Holdings
Texas
$384K -$15.3K -323 -4%
HF
244
HRT Financial
New York
$367K +$375K +7,931 New
CIBC World Market
245
CIBC World Market
Ontario, Canada
$358K
NA
246
NewEdge Advisors
Louisiana
$358K +$133K +2,808 +57%
SWMG
247
Signature Wealth Management Group
Georgia
$352K +$359K +7,592 New
Citadel Advisors
248
Citadel Advisors
Florida
$346K +$352K +7,456 New
RWM
249
Revisor Wealth Management
Ohio
$322K -$17.4K -369 -5%
LWA
250
Lantern Wealth Advisors
New York
$313K +$14.9K +316 +5%