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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
151
Tempus Wealth Planning
California
$4.74M +$1.04M +20,830 +29%
UWM
152
USAdvisors Wealth Management
Minnesota
$4.72M -$241K -4,849 -5%
EH
153
Equitable Holdings
New York
$4.62M +$3.56M +71,630 +377%
Marshall Wace
154
Marshall Wace
United Kingdom
$4.57M +$4.46M +89,674 New
BAM
155
Belpointe Asset Management
Nevada
$4.17M -$67.9K -1,365 -2%
SEIA
156
Signature Estate & Investment Advisors
California
$3.91M +$23.7K +476 +0.6%
LWP
157
Laurel Wealth Planning
Minnesota
$3.9M +$3.81M +76,636 New
EFG
158
Everest Financial Group
Minnesota
$3.88M +$1M +20,164 +36%
AWM
159
Athena Wealth Management
Nevada
$3.85M +$1.84K +37 +0%
SWM
160
Spire Wealth Management
Virginia
$3.83M +$117K +2,352 +3%
FA
161
Faithward Advisors
Pennsylvania
$3.81M +$24.2K +487 +0.7%
CW
162
CreativeOne Wealth
Kansas
$3.6M +$3.51M +70,688 New
VFG
163
Victory Financial Group
Texas
$3.6M +$604K +12,159 +21%
AA
164
ArborFi Advisors
Michigan
$3.57M +$3.48M +69,977 New
CA
165
Continuum Advisory
Idaho
$3.43M +$1.31M +26,347 +64%
ARG
166
Advisory Resource Group
Oklahoma
$3.2M -$167K -3,354 -5%
FTS
167
Fifth Third Securities
Ohio
$3.13M +$2.03M +40,826 +199%
MIM
168
Macroview Investment Management
Maryland
$3.08M +$289K +5,812 +11%
WS
169
Wedbush Securities
California
$3.03M +$1.82M +36,543 +159%
NRC
170
New Republic Capital
North Carolina
$2.99M +$2.92M +58,735 New
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$2.99M +$1.4M +28,115 +92%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$2.93M +$1.11M +22,245 +63%
DADC
173
D.A. Davidson & Co
Montana
$2.8M -$792K -15,930 -22%
PG
174
Prostatis Group
Maryland
$2.75M -$3.01M -60,558 -53%
CWP
175
Clark Wealth Partners
Illinois
$2.69M +$2.35M +47,173 +849%