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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 SCRIPPS E W CO OHIO CL A NEW 32,268 624 0.15%
52 ISHARES RUSSELL 2000 VALUE ETF 5,316 632 0.15%
53 LOCKHEED MARTIN CORP 2,593 648 0.16%
54 LAM RESEARCH CORP 6,180 653 0.16%
55 MEDTRONIC PLC 9,340 665 0.16%
56 KROGER CO 19,343 668 0.16%
57 ISHARES TR CONSER ALLOC ETF 20,880 679 0.16%
58 CARDINAL HEALTH INC 9,520 685 0.17%
59 ASSOCIATED BANC CORP 27,749 685 0.17%
60 VANGUARD SPECIALIZED FUNDS 8,309 708 0.17%
61 VALERO ENERGY CORP NEW 10,377 709 0.17%
62 KIMBERLY CLARK CORP 6,505 742 0.18%
63 ACCENTURE PLC IRELAND 6,333 742 0.18%
64 CORNING INC 31,023 753 0.18%
65 FIDELITY NATL INFORMATION SV 9,968 754 0.18%
66 NEXTERA ENERGY INC 6,855 819 0.20%
67 COMCAST CORP NEW 11,948 825 0.20%
68 JOHNSON CTLS INTL PLC 20,072 827 0.20%
69 CHEVRON CORP NEW 7,221 850 0.21%
70 DISNEY WALT CO 8,207 855 0.21%
71 DISCOVER FINL SVCS 12,046 868 0.21%
72 MERCK & CO INC 14,937 879 0.21%
73 INTEL CORP 24,386 884 0.21%
74 EXXON MOBIL CORP 10,522 950 0.23%
75 PFIZER INC 29,767 967 0.23%
76 VISA INC 12,553 979 0.24%
77 JPMORGAN CHASE & CO 11,405 984 0.24%
78 VERIZON COMMUNICATIONS INC 18,739 1,000 0.24%
79 AMGEN INC 6,890 1,007 0.24%
80 ALTRIA GROUP INC 15,757 1,065 0.26%
81 SOUTHWEST AIRLS CO 21,402 1,067 0.26%
82 SYSCO CORP 19,517 1,081 0.26%
83 HOME DEPOT INC 8,493 1,139 0.28%
84 CAPITAL ONE FINL CORP 13,244 1,155 0.28%
85 FISERV INC 11,278 1,199 0.29%
86 AT&T INC 30,724 1,307 0.32%
87 ORACLE CORP 34,051 1,309 0.32%
88 ISHARES TR 37,934 1,336 0.32%
89 ISHARES TR 37,425 1,519 0.37%
90 ISHARES TR 32,907 1,554 0.38%
91 MICROSOFT CORP 25,485 1,584 0.38%
92 SPDR S&P 500 ETF TR 8,182 1,829 0.44%
93 ABBVIE INC 30,914 1,936 0.47%
94 ISHARES TR 19,897 2,229 0.54%
95 WEC ENERGY GROUP INC 43,043 2,524 0.61%
96 ISHARES TR 25,634 2,689 0.65%
97 APPLE INC 27,918 3,233 0.79%
98 VANGUARD INTL EQUITY INDEX F 165,847 7,327 1.78%
99 ISHARES TR 50,805 8,400 2.04%
100 ISHARES TR 39,235 8,828 2.14%
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