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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$10.4M +$10.2M +204,623 New
SWM
102
StoneCrest Wealth Management
Arizona
$10.1M -$350K -7,032 -3%
RSWA
103
Robinson Smith Wealth Advisors
Maine
$10.1M +$421K +8,471 +4%
DWM
104
Diversify Wealth Management
Utah
$10M +$354K +7,131 +4%
DAS
105
Diversify Advisory Services
Utah
$10M +$9.48M +190,719 New
HFW
106
Horizon Family Wealth
Illinois
$10M +$587K +11,805 +6%
CWM
107
Cornerstone Wealth Management
Missouri
$9.78M +$3.28M +65,882 +52%
TWP
108
Tower Wealth Partners
Pennsylvania
$9.57M +$599K +12,056 +7%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$9.08M +$8.86M +178,233 New
CRI
110
Colonial River Investments
Virginia
$8.84M -$6.26M -125,922 -42%
VWA
111
Visionary Wealth Advisors
Illinois
$8.77M -$1.18M -23,686 -12%
DWM
112
Denver Wealth Management
Colorado
$8.75M +$8.53M +171,680 New
FFG
113
Foundry Financial Group
New Hampshire
$8.73M +$220K +4,417 +3%
VAS
114
Vestmark Advisory Solutions
Massachusetts
$8.51M +$8.31M +167,097 New
MFG
115
Midwest Financial Group
Kansas
$8.44M +$546K +10,979 +7%
IA
116
IFP Advisors
Florida
$7.91M +$1.1M +22,211 +17%
PSCM
117
Per Stirling Capital Management
Texas
$7.73M +$265K +5,335 +4%
EFS
118
Essex Financial Services
Connecticut
$7.66M +$427K +8,592 +6%
SF
119
Summit Financial
New Jersey
$7.55M +$3.28M +65,977 +80%
BCM
120
Brookstone Capital Management
Illinois
$7.49M -$6.58M -132,420 -47%
NEWAS
121
N.E.W. Advisory Services
Wisconsin
$7.3M -$35.1K -706 -0.5%
Goldman Sachs
122
Goldman Sachs
New York
$7.25M +$6.82M +137,261 +2,743%
UWP
123
Uniting Wealth Partners
Kansas
$7.07M +$134K +2,696 +2%
SA
124
Sovran Advisors
California
$6.91M -$138K -2,784 -2%
PFG
125
Prosperity Financial Group
California
$6.81M -$26.1K -526 -0.4%