We are live on ! Find out more
PVAL icon

Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
SteelPeak Wealth
California
$460K -$279K -6,734 -38%
AAS
152
Ameritas Advisory Services
Nebraska
$455K +$317K +7,657 +255%
PWP
153
Principle Wealth Partners
Connecticut
$444K -$9.65K -233 -2%
BCA
154
Bay Colony Advisors
Massachusetts
$441K +$64.4K +1,555 +18%
Cerity Partners
155
Cerity Partners
New York
$440K +$426K +10,294 New
PWCM
156
Processus Wealth & Capital Management
Tennessee
$436K +$423K +10,214 New
VCA
157
Verdence Capital Advisors
Maryland
$401K -$123K -2,975 -24%
Comerica Bank
158
Comerica Bank
Texas
$401K +$132K +3,193 +52%
OHWP
159
Oak Harbor Wealth Partners
North Carolina
$381K
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
$373K -$423K -10,224 -54%
SMC
161
Smith, Moore & Co
Missouri
$368K +$83K +2,004 +30%
HH
162
Hilltop Holdings
Texas
$367K +$356K +8,592 New
CIC
163
Carnegie Investment Counsel
Ohio
$366K
CIBC World Market
164
CIBC World Market
Ontario, Canada
$330K
FFA
165
Farther Finance Advisors
California
$330K +$109K +2,632 +52%
CA
166
Calton & Associates
Florida
$330K +$320K +7,719 New
QCM
167
Quantinno Capital Management
New York
$326K +$316K +7,642 New
AQR Capital Management
168
AQR Capital Management
Connecticut
$289K +$281K +6,776 New
TCA
169
Transcend Capital Advisors
New Jersey
$286K +$277K +6,693 New
WS
170
Wedbush Securities
California
$283K
PWM
171
Perigon Wealth Management
California
$280K +$271K +6,555 New
NF
172
Nvest Financial
New Hampshire
$274K -$97.5K -2,356 -27%
MAG
173
Mayfair Advisory Group
Alabama
$252K +$8.28K +200 +4%
NLP
174
Next Level Private
New York
$245K -$9.48K -229 -4%
BAMG
175
Brand Asset Management Group
Missouri
$243K +$497 +12 +0.2%