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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
326
Lynx Investment Advisory
District of Columbia
$235K
RIM
327
Rockbridge Investment Management
New York
$232K +$7.31K +147 +3%
QCM
328
QRG Capital Management
Illinois
$227K +$222K +4,464 New
AAM
329
Aureus Asset Management
Massachusetts
$225K
SC
330
Savant Capital
Illinois
$214K +$218K +4,388 New
SWA
331
Stratos Wealth Advisors
Ohio
$212K +$207K +4,166 New
TCTWM
332
Three Cord True Wealth Management
Pennsylvania
$203K +$198K +3,992 New
CA
333
COFG Advisors
Illinois
$200K +$195K +3,927 New
CA
334
Clearstead Advisors
Ohio
$157K +$153K +3,077 New
T
335
Tidemark
California
$156K +$152K +3,054 New
S
336
SignatureFD
Georgia
$134K -$37.2K -748 -22%
CA
337
CoreCap Advisors
Michigan
$120K -$348 -7 -0.3%
AF
338
Allworth Financial
California
$119K -$74.6K -1,500 -39%
IAIM
339
International Assets Investment Management
Florida
$118K +$17.4K +350 +18%
HNB
340
Huntington National Bank
Ohio
$99K
RIL
341
Rothschild Investment LLC
Illinois
$85.3K
ACA
342
Aptus Capital Advisors
Alabama
$80.2K +$73.4K +1,477 +1,523%
CB
343
Community Bank
New York
$79K +$77.1K +1,550 New
TSMHT
344
Thurston Springer Miller Herd & Titak
Indiana
$71.6K +$37.2K +748 +114%
BIAS
345
Beacon Investment Advisory Services
New Jersey
$67.5K
Vanguard National Trust
346
Vanguard National Trust
Pennsylvania
$66.2K
PWMA
347
Pension & Wealth Management Advisors
Massachusetts
$58K +$56.6K +1,138 New
UBS AM
348
UBS AM
Illinois
$57K -$8.75K -176 -14%
Citigroup
349
Citigroup
New York
$56.2K +$35.9K +722 +189%
SEP
350
Signature Equity Partners
Ohio
$52.3K -$28.9K -581 -36%