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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
IVC Wealth Advisors
Pennsylvania
$16.2M -$117K -2,344 -0.7%
SIM
77
Stratos Investment Management
Ohio
$16M +$2.03M +40,915 +15%
MFG
78
Merit Financial Group
Georgia
$15.5M +$4.45M +89,435 +42%
JP Morgan Chase
79
JP Morgan Chase
New York
$15.5M +$3.7M +74,352 +33%
CTC
80
Central Trust Company
Missouri
$15.4M +$21K +422 +0.1%
CCA
81
Coign Capital Advisors
Utah
$14.8M +$84.6K +1,701 +0.6%
TFM
82
Trademark Financial Management
Minnesota
$14M +$1.5M +30,134 +12%
HI
83
Harbour Investments
Wisconsin
$13.8M +$1.49M +29,954 +12%
RFA
84
Rollins Financial Advisors
New York
$13.6M +$574K +11,556 +5%
SAM
85
Smartleaf Asset Management
Massachusetts
$13.6M
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$13.6M +$418K +8,405 +3%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$13M +$5.11M +102,778 +67%
WC
88
Weil Company
California
$12.7M -$7.22M -145,286 -37%
KCFA
89
Key Client Fiduciary Advisors
New Jersey
$12.6M +$2.02M +40,683 +20%
IAN
90
Integrated Advisors Network
Texas
$11.9M +$416K +8,378 +4%
CWM
91
Castle Wealth Management
Florida
$11.5M +$176K +3,532 +2%
AAP
92
Arax Advisory Partners
Colorado
$11.5M +$11.2M +224,948 New
CF
93
Centaurus Financial
California
$11.3M +$91.4K +1,839 +0.8%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$11.1M +$2.59M +52,193 +33%
SFGM
95
Stonebridge Financial Group (Missouri)
Missouri
$11M +$6.8M +136,699 +170%
MOS
96
MGO One Seven
Ohio
$10.9M -$175K -3,518 -2%
JWCA
97
J.W. Cole Advisors
Florida
$10.8M +$10.6M +212,837 New
KFA
98
Kelleher Financial Advisors
New York
$10.8M +$10.5M +212,050 New
MCA
99
Midwest Capital Advisors
Michigan
$10.5M +$2.08M +41,860 +25%
GRWP
100
Green Ridge Wealth Planning
New Jersey
$10.5M +$1.44M +29,022 +16%