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PIV

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

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$108M +$72.8M +3,102,804 +209%
PCMC
2
Paragon Capital Management (Colorado)
Colorado
$51.5M +$5.99M +255,286 +13%
Bank of America
3
Bank of America
North Carolina
$50.6M -$3.46M -147,627 -6%
PAS
4
Park Avenue Securities
New York
$36.3M -$2.02M -86,011 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.9M -$2.14M -91,224 -6%
Wells Fargo
6
Wells Fargo
California
$17.9M +$385K +16,417 +2%
Morgan Stanley
7
Morgan Stanley
New York
$16.4M +$2.95M +125,924 +22%
EK
8
Evensky & Katz
Florida
$13.9M +$335K +14,279 +2%
BCI
9
Brinker Capital Investments
Pennsylvania
$8.47M – – –
FIG
10
FundX Investment Group
California
$7.56M +$7.56M +322,144 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.16M +$3.88M +165,330 +1,358%
MAA
12
Managed Account Advisors
New Jersey
$3.9M +$3.9M +166,014 New
LPL Financial
13
LPL Financial
California
$3.89M +$691K +29,575 +22%
MA
14
Montag & Associates
Georgia
$2.17M – – –
Jane Street
15
Jane Street
New York
$2.08M +$1.29M +55,122 +165%
LMIM
16
Lockheed Martin Investment Management
Maryland
$2.05M -$988K -42,105 -32%
PPA
17
Parametric Portfolio Associates
Washington
$1.7M -$189K -8,076 -10%
MFS
18
MSI Financial Services
Massachusetts
$1.53M +$1.53M +65,352 New
Goldman Sachs
19
Goldman Sachs
New York
$1.45M +$2.35K +100 +0.2%
CA
20
Cetera Advisors
Colorado
$1.4M +$1.02M +43,568 +274%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.05M +$1.05M +44,630 New
ALA
22
Atherton Lane Advisers
California
$1M -$3.17K -135 -0.3%
UBS Group
23
UBS Group
Switzerland
$855K +$622K +26,506 +267%
CWM
24
Concert Wealth Management
California
$734K – – –
SG Americas Securities
25
SG Americas Securities
New York
$713K +$288K +12,297 +68%
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