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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
26
Wealthspire Advisors (New York)
New York
$45.2M +$6.84M +144,886 +17%
AA
27
Auctus Advisors
North Carolina
$44.1M -$326K -6,905 -0.7%
DA
28
Drake & Associates
Wisconsin
$41.5M +$4.64M +98,214 +12%
RA
29
RFG Advisory
Alabama
$40.9M +$5.74M +121,618 +16%
HG
30
Harbor Group
New Hampshire
$39.9M +$591K +12,509 +1%
GWM
31
Geneos Wealth Management
Colorado
$39.5M +$1.13M +23,856 +3%
HW
32
Hancock Whitney
Mississippi
$37.6M +$4.27M +90,378 +13%
EFG
33
Embree Financial Group
Illinois
$35.5M +$7.46M +158,046 +26%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$32.6M -$14.8M -313,936 -31%
AWA
35
Arete Wealth Advisors
Illinois
$32.5M +$3.89M +82,438 +13%
SWA
36
Sax Wealth Advisors
New Jersey
$31.1M -$161K -3,400 -0.5%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$29.8M +$4.3M +91,070 +17%
MML Investors Services
38
MML Investors Services
Massachusetts
$29.2M -$153K -3,236 -0.5%
OIA
39
OneDigital Investment Advisors
Kansas
$26.6M +$3.86M +81,650 +17%
AF
40
Advisornet Financial
Minnesota
$26.2M +$1.7M +36,044 +7%
SFG
41
Sowa Financial Group
Rhode Island
$26.1M -$436K -9,223 -2%
Truist Financial
42
Truist Financial
North Carolina
$25.6M +$4.87M +103,022 +23%
SPIA
43
Steward Partners Investment Advisory
New York
$24M +$7.35M +155,553 +43%
BTWM
44
Baker Tilly Wealth Management
Wisconsin
$23.9M +$2.63M +55,691 +12%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$22.8M +$2.59M +54,886 +13%
PCMM
46
Piedmont Capital Management (Montana)
Montana
$22.8M +$23M +486,775 New
TCM
47
Towneley Capital Management
California
$20.1M +$173K +3,666 +0.9%
ACM
48
Aurdan Capital Management
Pennsylvania
$20M +$2.95M +62,421 +17%
M&T Bank
49
M&T Bank
New York
$19.4M +$792K +16,774 +4%
FAM
50
Frontier Asset Management
Wyoming
$19.1M +$6.68M +141,428 +52%