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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$4M +$1.56M +33,088 +62%
AFP
127
ATX Financial Planning
Texas
$3.97M +$2.8M +59,378 +226%
BAM
128
Belpointe Asset Management
Nevada
$3.86M +$1.06M +22,439 +37%
SF
129
Summit Financial
New Jersey
$3.81M +$3.88M +82,181 New
P
130
&Partners
Tennessee
$3.8M -$501K -10,613 -11%
SFGM
131
Stonebridge Financial Group (Missouri)
Missouri
$3.72M +$849K +17,969 +29%
FA
132
Faithward Advisors
Pennsylvania
$3.58M +$308K +6,530 +10%
EC
133
Elequin Capital
New York
$3.55M +$18.9M +401,086 New
SEIA
134
Signature Estate & Investment Advisors
California
$3.54M +$1.92M +40,724 +115%
AWM
135
Athena Wealth Management
Nevada
$3.5M -$48.9K -1,036 -1%
SWM
136
Spire Wealth Management
Virginia
$3.38M +$258K +5,461 +8%
TWP
137
Tempus Wealth Planning
California
$3.35M +$231K +4,900 +7%
DADC
138
D.A. Davidson & Co
Montana
$3.29M +$120K +2,534 +4%
KWM
139
Kingsview Wealth Management
Oregon
$3.26M +$2.16M +45,777 +187%
EW
140
Elyxium Wealth
California
$3.13M +$956K +20,243 +43%
BA
141
Ballew Advisors
Mississippi
$3.12M +$603K +12,775 +25%
ARG
142
Advisory Resource Group
Oklahoma
$3.07M +$3.12M +66,074 New
VFG
143
Victory Financial Group
Texas
$2.71M +$626K +13,259 +29%
EFG
144
Everest Financial Group
Minnesota
$2.6M +$2.35M +49,685 +788%
MIM
145
Macroview Investment Management
Maryland
$2.54M +$39.6K +839 +2%
PG
146
Patten Group
Tennessee
$2.5M +$268K +5,670 +12%
SAM
147
Silvercrest Asset Management
New York
$2.46M +$86.9K +1,840 +4%
WIA
148
World Investment Advisors
California
$2.43M +$1.53M +32,468 +164%
FSA
149
Financial Services Advisory
Maryland
$2.39M +$1.54M +32,505 +171%
WA
150
Waverly Advisors
Alabama
$2.36M +$532K +11,270 +28%