We are live on ! Find out more
PVAL icon

Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFSN
26
Keystone Financial Services (Nebraska)
Nebraska
$12.4M +$828K +21,604 +7%
BTWM
27
Baker Tilly Wealth Management
Wisconsin
$10.8M +$7.4M +193,259 +213%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$10.7M +$2.06M +53,768 +24%
RWA
29
Redhawk Wealth Advisors
Minnesota
$10.2M +$1.01M +26,344 +11%
CAL
30
Capital Analysts LLC
Pennsylvania
$9.56M +$7.15M +186,734 +291%
AAS
31
Avantax Advisory Services
Texas
$8.57M +$4.01M +104,800 +87%
SPIA
32
Steward Partners Investment Advisory
New York
$8.45M +$5.07M +132,333 +148%
ELI
33
Empire Life Investments
Ontario, Canada
$7.81M +$254K +6,625 +3%
BFS
34
BridgePort Financial Solutions
Iowa
$7.56M +$184K +4,794 +2%
EFG
35
Embree Financial Group
Illinois
$7.14M +$5.59M +146,032 +351%
IWA
36
IVC Wealth Advisors
Pennsylvania
$6.95M +$7M +182,596 New
SWM
37
StoneCrest Wealth Management
Arizona
$6.82M +$167K +4,347 +2%
EFL
38
ERn Financial LLC
Wisconsin
$6.74M +$270K +7,045 +4%
HTC
39
Haverford Trust Company
Pennsylvania
$6.71M +$6.75M +176,103 New
SWA
40
Sax Wealth Advisors
New Jersey
$5.94M +$2.58M +67,438 +76%
CCA
41
Coign Capital Advisors
Utah
$5.9M +$282K +7,360 +5%
FFG
42
Foundry Financial Group
New Hampshire
$5.88M +$183K +4,766 +3%
PFG
43
Prosperity Financial Group
California
$5.72M +$542K +14,147 +10%
CWMS
44
Cannon Wealth Management Services
North Carolina
$5.54M +$347K +9,066 +6%
GWM
45
Geneos Wealth Management
Colorado
$5.52M +$5.55M +144,895 New
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$5.42M +$989K +25,809 +22%
AI
47
Atria Investments
North Carolina
$5.3M -$783K -20,432 -13%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$5.28M +$2.05M +53,460 +63%
CWM
49
Castle Wealth Management
Florida
$5.17M +$5.21M +135,867 New
IAN
50
Integrated Advisors Network
Texas
$5.13M -$116K -3,030 -2%