We are live on ! Find out more
PVAL icon

Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$18.1K +413 +1%
Comerica Bank
152
Comerica Bank
Texas
$1.2M +$743K +16,917 +180%
AFP
153
ATX Financial Planning
Texas
$1.2M +$1.15M +26,230 New
RWB
154
RMR Wealth Builders
New Jersey
$1.12M +$326K +7,416 +43%
KWM
155
Kingsview Wealth Management
Oregon
$1.12M +$1.08M +24,514 New
CCM
156
Cox Capital Management
Massachusetts
$1.06M -$4.7K -107 -0.5%
HT
157
Heritage Trust
Oklahoma
$1.06M +$1.02M +23,154 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$1.05M +$308K +7,027 +44%
AAS
159
Ameritas Advisory Services
Nebraska
$1.03M +$525K +11,961 +112%
GWM
160
GK Wealth Management
Nevada
$1.01M +$976K +22,240 New
MGWM
161
Marks Group Wealth Management
Minnesota
$989K +$952K +21,695 New
TRCT
162
Tower Research Capital (TRC)
New York
$987K +$927K +21,110 +3,859%
AQR Capital Management
163
AQR Capital Management
Connecticut
$932K +$600K +13,673 +202%
IAS
164
Insigneo Advisory Services
Florida
$906K +$873K +19,877 New
WIA
165
World Investment Advisors
California
$903K +$184K +4,189 +27%
GWM
166
Greenline Wealth Management
Florida
$899K +$866K +19,733 New
FSA
167
Financial Services Advisory
Maryland
$864K +$832K +18,964 New
KWM
168
Kingsman Wealth Management
Florida
$847K -$14.4K -327 -2%
IFG
169
Independent Financial Group
California
$844K +$22.7K +518 +3%
FTS
170
Fifth Third Securities
Ohio
$842K +$65.5K +1,491 +9%
CWP
171
Cyndeo Wealth Partners
Florida
$755K -$80.7K -1,839 -10%
AO
172
Advisor OS
Illinois
$733K +$19.1K +435 +3%
PS
173
Principal Securities
Iowa
$699K +$424K +9,658 +170%
BWMG
174
Barnes Wealth Management Group
California
$683K -$6.94K -158 -1%
NRI
175
NFP Retirement Inc
California
$666K +$641K +14,606 New