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PIV

PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX

Delisted

PIV was delisted on the 29th of February, 2012.

Name Holding Trade Value Shares
Change
Change in
Stake
BB
76
Bell Bank
North Dakota
$324K +$23.8K +798 +8%
LIM
77
Leavell Investment Management
Alabama
$298K
HFS
78
HL Financial Services
Kentucky
$296K -$17.1K -574 -5%
NFG
79
Nations Financial Group
Iowa
$291K +$291K +9,758 New
NWP
80
Northstar Wealth Partners
Connecticut
$264K -$2.35K -79 -0.9%
ASN
81
Advisory Services Network
Georgia
$240K
Stifel Financial
82
Stifel Financial
Missouri
$235K -$54.2K -1,801 -19%
PAS
83
Partnervest Advisory Services
California
$231K +$32.7K +1,093 +16%
SWP
84
Stratos Wealth Partners
Ohio
$215K +$177K +5,930 +464%
CAL
85
Capital Advisors Ltd
Ohio
$206K
WAM
86
Wealthspire Advisors (Maryland)
Maryland
$187K +$985 +33 +0.5%
Citigroup
87
Citigroup
New York
$145K
KTC
88
Kistler-Tiffany Companies
Pennsylvania
$112K
SEI Investments
89
SEI Investments
Pennsylvania
$95K -$8.68K -290 -8%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.9K
VFA
91
Valeo Financial Advisors
Indiana
$90K
APP
92
Avantax Planning Partners
Iowa
$69K +$69K +2,310 New
LF
93
Lee Financial
Texas
$63K +$63K +2,126 New
CAC
94
Certified Advisory Corp
Florida
$62K
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$24.4K +815 +67%
AC
96
Avestar Capital
New York
$59K
S
97
SignatureFD
Georgia
$47K +$47K +1,573 New
SF
98
Synovus Financial
Georgia
$44K +$44K +1,467 New
GRP
99
Global Retirement Partners
California
$43K
GI
100
Gradient Investments
Minnesota
$43K