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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
126
Brown Advisory
Maryland
$507K +$11.3K +300 +2%
IIC
127
Integrated Investment Consultants
Michigan
$506K +$192K +5,084 +68%
VCA
128
Verdence Capital Advisors
Maryland
$491K +$166K +4,407 +57%
CPA
129
Clear Point Advisors
New York
$487K +$456K +12,103 New
IFG
130
Independent Financial Group
California
$480K +$450K +11,925 New
LSIA
131
LaSalle St. Investment Advisors
Illinois
$444K +$200K +5,305 +93%
NCM
132
Northwest Capital Management
Oregon
$440K +$311K +8,260 +309%
WA
133
Waverly Advisors
Alabama
$429K
PWP
134
Principle Wealth Partners
Connecticut
$427K -$24.6K -652 -6%
KCFA
135
Key Client Fiduciary Advisors
New Jersey
$403K +$23.4K +620 +7%
CWM
136
Congress Wealth Management
Massachusetts
$390K -$104K -2,764 -22%
OHWP
137
Oak Harbor Wealth Partners
North Carolina
$359K
NF
138
Nvest Financial
New Hampshire
$353K -$27.5K -729 -8%
BCA
139
Bay Colony Advisors
Massachusetts
$353K -$46.4K -1,232 -12%
CIC
140
Carnegie Investment Counsel
Ohio
$344K
WA
141
WESPAC Advisors
California
$332K +$29.7K +789 +11%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$311K +$47.1K +1,250 +19%
EW
143
Elyxium Wealth
California
$306K +$286K +7,594 New
WS
144
Wedbush Securities
California
$267K
SMC
145
Smith, Moore & Co
Missouri
$266K +$249K +6,606 New
NA
146
NewEdge Advisors
Louisiana
$254K +$8.93K +237 +4%
Comerica Bank
147
Comerica Bank
Texas
$249K -$6.14K -163 -3%
NLP
148
Next Level Private
New York
$239K +$641 +17 +0.3%
MAG
149
Mayfair Advisory Group
Alabama
$230K +$215K +5,691 New
XT
150
XTX Topco
Cayman Islands
$229K +$215K +5,702 New