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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MAI Capital Management
Ohio
$1.61M +$497K +12,960 +44%
WIP
77
WealthCare Investment Partners
Rhode Island
$1.41M -$83K -2,166 -5%
SG
78
StoneX Group
New York
$1.37M +$101K +2,647 +8%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$110K +2,876 +9%
MOS
80
MGO One Seven
Ohio
$1.27M +$593K +15,474 +86%
SOS
81
Silver Oak Securities
Tennessee
$1.19M +$53.4K +1,393 +5%
SPA
82
Sentinel Pension Advisors
Massachusetts
$1.16M +$39.5K +1,032 +3%
DAS
83
Dynamic Advisor Solutions
Arizona
$1.05M +$154K +4,023 +17%
BAM
84
Belpointe Asset Management
Nevada
$1.04M +$81.6K +2,131 +8%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1M +$1.01M +26,282 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$944K +$950K +24,800 New
SW
87
SteelPeak Wealth
California
$881K -$677K -17,679 -43%
TFM
88
Trademark Financial Management
Minnesota
$870K +$876K +22,856 New
CCM
89
Cox Capital Management
Massachusetts
$867K +$80.9K +2,112 +10%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$825K -$61.6K -1,609 -7%
IA
91
IFP Advisors
Florida
$822K +$149K +3,900 +22%
KWM
92
Kingsman Wealth Management
Florida
$800K +$805K +21,001 New
BEI
93
Benjamin Edwards Inc
Missouri
$788K +$115K +3,000 +17%
MML Investors Services
94
MML Investors Services
Massachusetts
$739K -$2.65M -69,180 -78%
CWP
95
Cyndeo Wealth Partners
Florida
$666K +$670K +17,479 New
BIP
96
Blueprint Investment Partners
North Carolina
$657K +$661K +17,254 New
PG
97
Patten Group
Tennessee
$647K +$651K +16,996 New
BWMG
98
Barnes Wealth Management Group
California
$602K +$22.1K +578 +4%
APP
99
Avantax Planning Partners
Iowa
$546K
MFG
100
Merit Financial Group
Georgia
$544K +$547K +14,285 New