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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
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$50.6M +$112K +4,858 +0.2%
Bank of America
2
Bank of America
North Carolina
$47.5M -$2.2M -95,597 -4%
PAS
3
Park Avenue Securities
New York
$37M +$1.02M +43,963 +3%
SWA
4
SFMG Wealth Advisors
Texas
$36.4M -$69.2M -3,006,298 -66%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.9M +$676K +29,366 +2%
EK
6
Evensky & Katz
Florida
$14.3M +$599K +26,000 +4%
BCI
7
Brinker Capital Investments
Pennsylvania
$8.31M – – –
Wells Fargo
8
Wells Fargo
California
$7.38M -$10.2M -442,276 -58%
MAA
9
Managed Account Advisors
New Jersey
$5.92M +$2.1M +91,183 +55%
Morgan Stanley
10
Morgan Stanley
New York
$5.3M -$10.8M -469,026 -67%
LPL Financial
11
LPL Financial
California
$3.96M +$99.4K +4,283 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.55M -$1.54M -66,680 -38%
CA
13
Cetera Advisors
Colorado
$2.28M +$907K +39,398 +66%
MA
14
Montag & Associates
Georgia
$2.11M -$19.2K -835 -0.9%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.05M +$1.03M +44,574 +100%
LMIM
16
Lockheed Martin Investment Management
Maryland
$2.02M – – –
UBS Group
17
UBS Group
Switzerland
$1.67M +$833K +36,156 +99%
PPA
18
Parametric Portfolio Associates
Washington
$1.65M -$23.3K -1,010 -1%
MFS
19
MSI Financial Services
Massachusetts
$1.56M +$56.8K +2,468 +4%
Goldman Sachs
20
Goldman Sachs
New York
$1.48M +$59K +2,563 +4%
ALA
21
Atherton Lane Advisers
California
$980K -$4.26K -185 -0.4%
CWM
22
Concert Wealth Management
California
$825K -$8.2K -355 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$735K +$136K +5,914 +23%
JWBC
24
J.W. Burns & Co
New York
$672K -$15.3K -665 -2%
KA
25
Kovack Advisors
Florida
$530K +$713 +31 +0.1%
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