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Putnam Focused Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Accurate Wealth Management
Florida
$794K +$783K +16,590 New
CPA
202
Clear Point Advisors
New York
$769K +$114K +2,414 +17%
MSFS
203
Main Street Financial Solutions
Pennsylvania
$768K +$782K +16,560 New
EWS
204
Evergreen Wealth Solutions
Pennsylvania
$753K +$766K +16,226 New
MAG
205
Mayfair Advisory Group
Alabama
$746K +$212K +4,490 +39%
CWP
206
Cyndeo Wealth Partners
Florida
$741K -$27.9K -590 -4%
BWMG
207
Barnes Wealth Management Group
California
$732K +$36.7K +778 +5%
AO
208
Advisor OS
Illinois
$706K -$40.9K -867 -5%
SW
209
Simplicity Wealth
New Jersey
$688K +$700K +14,818 New
ACA
210
Aspire Capital Advisors
Washington
$679K +$73.2K +1,551 +12%
APP
211
Avantax Planning Partners
Iowa
$649K -$1.51K -32 -0.2%
Betterment LLC
212
Betterment LLC
New York
$643K +$655K +13,867 New
PWCM
213
Processus Wealth & Capital Management
Tennessee
$625K +$40.5K +857 +7%
LSIA
214
LaSalle St. Investment Advisors
Illinois
$596K -$7.98K -169 -1%
SWASL
215
Spartan Wealth Advisory Services LLC
Michigan
$584K +$594K +12,580 New
JWBC
216
John W. Brooker & Co
California
$569K +$100K +2,126 +21%
PFS
217
Prospera Financial Services
Texas
$564K +$574K +12,163 New
BPFA
218
Barnes Pettey Financial Advisors
Mississippi
$564K +$574K +12,158 New
Brown Advisory
219
Brown Advisory
Maryland
$562K
FFA
220
Farther Finance Advisors
California
$559K +$164K +3,472 +41%
MF
221
Manchester Financial
California
$548K +$62.4K +1,321 +13%
RMP
222
Richards, Merrill & Peterson
Washington
$522K +$198K +4,185 +59%
CA
223
Calton & Associates
Florida
$506K +$83.8K +1,775 +19%
SAM
224
Synergy Asset Management
Washington
$500K +$509K +10,785 New
AWM
225
Apollon Wealth Management
South Carolina
$494K