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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
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$6.61M – – –
SMG
2
Smart Money Group
Texas
$2.7M -$20.1K -670 -0.7%
PWAG
3
Polaris Wealth Advisory Group
California
$18K – – –
SWA
4
SFMG Wealth Advisors
Texas
– -$59M -1,975,697 Closed
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
– -$52.8M -1,798,056 Closed
Bank of America
6
Bank of America
North Carolina
– -$45.9M -1,538,901 Closed
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
– -$43.9M -1,471,701 Closed
PAS
8
Park Avenue Securities
New York
– -$42.5M -1,457,348 Closed
PCMC
9
Paragon Capital Management (Colorado)
Colorado
– -$36.5M -1,223,117 Closed
MIH
10
Madison Investment Holdings
Wisconsin
– -$27.6M -923,541 Closed
EK
11
Evensky & Katz
Florida
– -$24.2M -810,697 Closed
BJ
12
Brouwer & Janachowski
California
– -$23.9M -800,364 Closed
Morgan Stanley
13
Morgan Stanley
New York
– -$22.5M -755,094 Closed
LPT
14
Legacy Private Trust
Wisconsin
– -$22M -736,320 Closed
Wells Fargo
15
Wells Fargo
California
– -$19.5M -653,275 Closed
Lido Advisors
16
Lido Advisors
California
– -$18.5M -619,373 Closed
UBS Group
17
UBS Group
Switzerland
– -$16.2M -542,139 Closed
LPL Financial
18
LPL Financial
California
– -$15.3M -512,685 Closed
RJA
19
Raymond James & Associates
Florida
– -$15M -501,635 Closed
LYV
20
Live Your Vision
Pennsylvania
– -$12.4M -413,487 Closed
Ameriprise
21
Ameriprise
Minnesota
– -$10M -336,004 Closed
PCM
22
Peak Capital Management
Colorado
– -$9.99M -334,890 Closed
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
– -$9.86M -330,313 Closed
CA
24
Cetera Advisors
Colorado
– -$9.58M -321,329 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– -$9.58M -321,042 Closed
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