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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
251
Cedar Mountain Advisors
Oregon
$722K +$704K +14,166 New
SA
252
Scarborough Advisors
Maryland
$721K +$698K +14,035 New
APP
253
Avantax Planning Partners
Iowa
$695K -$17.7K -356 -3%
BCA
254
Bay Colony Advisors
Massachusetts
$683K +$177K +3,561 +36%
PTC
255
Private Trust Company
Ohio
$678K +$662K +13,314 New
MF
256
Manchester Financial
California
$666K +$63.5K +1,278 +11%
GG
257
Greenwood Gearhart
Arkansas
$658K +$642K +12,924 New
LAS
258
LWM Advisory Services
Florida
$655K +$639K +12,854 New
SWASL
259
Spartan Wealth Advisory Services LLC
Michigan
$646K +$4.97K +100 +0.8%
LSIA
260
LaSalle St. Investment Advisors
Illinois
$627K -$26.1K -525 -4%
TVPW
261
Third View Private Wealth
Connecticut
$620K +$91.9K +1,848 +18%
Brown Advisory
262
Brown Advisory
Maryland
$617K
FWA
263
Flagship Wealth Advisors
Massachusetts
$613K +$599K +12,041 New
FVWA
264
Foster Victor Wealth Advisors
South Carolina
$610K +$586K +11,794 New
Franklin Resources
265
Franklin Resources
California
$578K +$113K +2,272 +25%
AIM
266
Advyzon Investment Management
Illinois
$576K +$94.8K +1,908 +20%
RCS
267
R2 Capital Strategies
Nebraska
$573K +$559K +11,243 New
SB
268
Strategic Blueprint
Georgia
$572K +$64.9K +1,306 +13%
MWP
269
Madison Wealth Partners
Wisconsin
$563K +$549K +11,044 New
FHA
270
Flagship Harbor Advisors
Massachusetts
$561K +$264K +5,318 +93%
SG
271
StoneX Group
New York
$544K -$1.54M -31,033 -74%
AWM
272
Apollon Wealth Management
South Carolina
$542K
WWM
273
Western Wealth Management
Colorado
$540K +$210K +4,217 +66%
FWI
274
Facet Wealth Inc
Maryland
$521K +$509K +10,232 New
RIA
275
Regal Investment Advisors
Michigan
$515K +$502K +10,106 New