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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Diversify Advisory Services
Utah
$5.22M +$5.01M +121,060 New
VWA
77
Visionary Wealth Advisors
Illinois
$5.14M +$4.98M +120,261 New
KPWS
78
Kestra Private Wealth Services
Texas
$5.13M +$1.07M +25,806 +27%
JWCA
79
J.W. Cole Advisors
Florida
$5.03M +$359K +8,664 +8%
MCA
80
Midwest Capital Advisors
Michigan
$4.64M +$155K +3,740 +4%
SWM
81
SeaCrest Wealth Management
New York
$4.54M +$635K +15,337 +17%
GF
82
GGM Financials
Ohio
$4.37M +$961K +23,204 +29%
EFS
83
Essex Financial Services
Connecticut
$4.27M +$952K +22,992 +30%
ELI
84
Empire Life Investments
Ontario, Canada
$4.07M -$1.29M -31,200 -25%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$4.03M -$151K -3,638 -4%
HFW
86
Horizon Family Wealth
Illinois
$3.9M +$607K +14,659 +19%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$3.86M +$1.79M +43,215 +91%
PG
88
Prostatis Group
Maryland
$3.73M +$3.61M +87,240 New
MFG
89
Merit Financial Group
Georgia
$3.55M +$1.32M +31,930 +62%
IA
90
IFP Advisors
Florida
$3.34M +$409K +9,886 +14%
M
91
MOTCO
Texas
$3.31M +$96.9K +2,340 +3%
P
92
&Partners
Tennessee
$3.29M +$3.15M +76,119 New
JP Morgan Chase
93
JP Morgan Chase
New York
$3M +$1.75M +42,244 +152%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$2.99M -$73.6K -1,778 -2%
SI
95
Stephens Inc
Arkansas
$2.93M +$2.12M +51,276 +298%
SPC
96
Sigma Planning Corp
Michigan
$2.84M -$557K -13,451 -17%
TWP
97
Tempus Wealth Planning
California
$2.79M +$16.8K +406 +0.6%
SWM
98
Spire Wealth Management
Virginia
$2.62M +$95.2K +2,300 +4%
PWM
99
Provident Wealth Management
Tennessee
$2.55M -$39.3K -950 -2%
SAM
100
Silvercrest Asset Management
New York
$2.37M +$190K +4,581 +9%