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Institutional Investment Manager
Annex Advisory Services, LLC
Annex Advisory Services, LLC (CIK: 0001542287) incorporated in Wisconsin, located at 17950 W. Corporate Drive, Brookfield, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0001062993-17-000822) filed in 2017.02.14
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD SPECIALIZED FUNDS 8,309 708 0.17%
52 ASSOCIATED BANC CORP 27,749 685 0.17%
53 CARDINAL HEALTH INC 9,520 685 0.17%
54 ISHARES TR CONSER ALLOC ETF 20,880 679 0.16%
55 KROGER CO 19,343 668 0.16%
56 MEDTRONIC PLC 9,340 665 0.16%
57 LAM RESEARCH CORP 6,180 653 0.16%
58 LOCKHEED MARTIN CORP 2,593 648 0.16%
59 ISHARES RUSSELL 2000 VALUE ETF 5,316 632 0.15%
60 SCRIPPS E W CO OHIO CL A NEW 32,268 624 0.15%
61 INTL PAPER CO 11,621 617 0.15%
62 LYONDELLBASELL INDUSTRIES N 7,149 613 0.15%
63 RAYTHEON CO 4,133 587 0.14%
64 ALLIANT ENERGY CORP 15,154 574 0.14%
65 TRAVELERS COMPANIES INC 4,661 571 0.14%
66 EATON CORP PLC 8,399 563 0.14%
67 GENERAL ELECTRIC CO 17,692 559 0.14%
68 MOODYS CORP 5,884 555 0.13%
69 PEPSICO INC 5,269 551 0.13%
70 ISHARES TR 6,637 546 0.13%
71 PIMCO ETF TR 5,301 537 0.13%
72 NETAPP INC 14,081 497 0.12%
73 ABBOTT LABS 12,684 487 0.12%
74 WISDOMTREE TR 5,985 481 0.12%
75 UNITEDHEALTH GROUP INC 2,716 435 0.11%
76 ISHARES RUSSELL 2000 GROWTH ETF 2,674 412 0.10%
77 HANCOCK JOHN PFD INCOME FD I 21,950 389 0.09%
78 POWERSHARES ETF TR II 9,289 386 0.09%
79 WALGREENS BOOTS ALLIANCE INC 4,602 381 0.09%
80 SELECT SECTOR SPDR TR 7,567 366 0.09%
81 ISHARES RUSSELL 1000 ETF 2,838 353 0.09%
82 SPDR SER TR 4,126 353 0.09%
83 JOHNSON & JOHNSON 3,013 347 0.08%
84 VANGUARD WHITEHALL FDS 4,467 338 0.08%
85 PHILIP MORRIS INTL INC 3,695 338 0.08%
86 HANCOCK JOHN PFD INCOME FD 16,382 333 0.08%
87 ISHARES TR 3,617 320 0.08%
88 POWERSHARES QQQ TRUST 2,677 317 0.08%
89 WELLS FARGO & CO NEW 5,677 313 0.08%
90 INTERNATIONAL BUSINESS MACHS 1,834 304 0.07%
91 SCHWAB U.S. BROAD MARKET ETF 5,471 296 0.07%
92 BERKSHIRE HATHAWAY INC DEL 1,783 291 0.07%
93 GILEAD SCIENCES INC 4,029 289 0.07%
94 GLOBAL PMTS INC 3,521 244 0.06%
95 SPDR DOW JONES INDL AVRG ETF 1,224 242 0.06%
96 BOEING CO 1,523 237 0.06%
97 BAXTER INTL INC 5,344 237 0.06%
98 MGE ENERGY INC 3,629 237 0.06%
99 ISHARES TR 1,750 236 0.06%
100 ISHARES TR 1,859 224 0.05%
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