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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$8.03M +$1.43M +37,082 +21%
BFS
27
BridgePort Financial Solutions
Iowa
$7.44M +$7.45M +193,673 New
ELI
28
Empire Life Investments
Ontario, Canada
$7.37M +$1.11M +28,805 +17%
SWM
29
StoneCrest Wealth Management
Arizona
$6.49M +$408K +10,601 +6%
EFL
30
ERn Financial LLC
Wisconsin
$6.31M +$439K +11,411 +7%
AI
31
Atria Investments
North Carolina
$5.92M -$745K -19,384 -11%
FFG
32
Foundry Financial Group
New Hampshire
$5.55M +$325K +8,458 +6%
CCA
33
Coign Capital Advisors
Utah
$5.47M +$5.67M +147,468 New
CWMS
34
Cannon Wealth Management Services
North Carolina
$5.39M +$2.6M +67,502 +94%
IAN
35
Integrated Advisors Network
Texas
$5.12M -$51.7K -1,344 -1%
PFG
36
Prosperity Financial Group
California
$5.05M +$83.3K +2,167 +2%
PSCM
37
Per Stirling Capital Management
Texas
$4.68M +$99.1K +2,577 +2%
AAS
38
Avantax Advisory Services
Texas
$4.46M +$1.79M +46,572 +63%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$4.33M +$4.48M +116,611 New
SA
40
Sovran Advisors
California
$4.13M +$4.24M +110,348 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$4.11M -$1.34M -34,820 -24%
TWP
42
Tempus Wealth Planning
California
$3.99M +$4.13M +107,520 New
AWS
43
Atria Wealth Solutions
New York
$3.59M -$104K -2,702 -3%
BTWM
44
Baker Tilly Wealth Management
Wisconsin
$3.37M +$3.1M +80,525 +775%
CTC
45
Central Trust Company
Missouri
$3.35M +$1.77M +46,158 +105%
SPIA
46
Steward Partners Investment Advisory
New York
$3.32M +$1.86M +48,293 +117%
SWA
47
Sax Wealth Advisors
New Jersey
$3.29M +$3.41M +88,648 New
MML Investors Services
48
MML Investors Services
Massachusetts
$3.29M +$632K +16,431 +23%
PWM
49
Provident Wealth Management
Tennessee
$3.23M -$1.02M -26,406 -23%
Truist Financial
50
Truist Financial
North Carolina
$3.19M +$348K +9,046 +12%