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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$514K +$50K +1,006 +11%
EWM
277
Elevation Wealth Management
Minnesota
$498K +$32.6K +655 +7%
FBT
278
First Bank & Trust
South Dakota
$496K +$484K +9,737 New
SPA
279
Sentinel Pension Advisors
Massachusetts
$493K -$9.64K -194 -2%
HH
280
Hilltop Holdings
Texas
$484K +$60.1K +1,209 +15%
AWA
281
Arkadios Wealth Advisors
Georgia
$480K +$468K +9,414 New
AWM
282
AE Wealth Management
Kansas
$472K +$161K +3,247 +54%
PFPG
283
Pinnacle Financial Partners (Georgia)
Georgia
$472K +$461K +9,266 New
AP
284
Advisortrust Partners
North Carolina
$464K +$25.3K +509 +6%
PAS
285
Park Avenue Securities
New York
$455K +$444K +8,933 New
CFD
286
Creative Financial Designs
Indiana
$453K +$432K +8,696 +4,348%
PS
287
Principal Securities
Iowa
$449K +$24.1K +484 +6%
NF
288
Nvest Financial
New Hampshire
$448K +$249 +5 +0.1%
CIC
289
Carnegie Investment Counsel
Ohio
$436K
MBWA
290
Marin Bay Wealth Advisors
California
$432K +$421K +8,474 New
AO
291
Advisor OS
Illinois
$429K -$338K -6,799 -45%
NW
292
NewEdge Wealth
Pennsylvania
$421K +$411K +8,265 New
MAG
293
Meadowbrook Advisors Group
New Jersey
$420K +$410K +8,252 New
NA
294
NewEdge Advisors
Louisiana
$418K +$24.6K +494 +6%
LWA
295
Lantern Wealth Advisors
New York
$412K +$67.2K +1,352 +20%
AFP
296
Ausdal Financial Partners
Iowa
$408K +$73.1K +1,471 +22%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$396K +$78.2K +1,573 +25%
CIBC World Market
298
CIBC World Market
Ontario, Canada
$393K
HWMO
299
Heritage Wealth Management (Ohio)
Ohio
$389K +$379K +7,630 New
ATC
300
Argent Trust Co
Tennessee
$385K +$149K +3,000 +66%