Chief Compliance Officer

0001574010-19-000004.txt : 20191008 0001574010-19-000004.hdr.sgml : 20191008 20191008154728 ACCESSION NUMBER: 0001574010-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191008 DATE AS OF CHANGE: 20191008 EFFECTIVENESS DATE: 20191008 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lowe Wealth Advisors, LLC CENTRAL INDEX KEY: 0001574010 IRS NUMBER: 364698385 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17052 FILM NUMBER: 191142726 BUSINESS ADDRESS: STREET 1: 6230 OLD DOBBIN LANE; SUITE 170 CITY: COLUMBIA STATE: MD ZIP: 21045 BUSINESS PHONE: 4437667160 MAIL ADDRESS: STREET 1: 6230 OLD DOBBIN LANE; SUITE 170 CITY: COLUMBIA STATE: MD ZIP: 21045 FORMER COMPANY: FORMER CONFORMED NAME: Lowe fs, LLC DATE OF NAME CHANGE: 20130409 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001574010 XXXXXXXX 09-30-2019 09-30-2019 Lowe Wealth Advisors, LLC

6230 OLD DOBBIN LANE; SUITE 170 COLUMBIA MD 21045

13F HOLDINGS REPORT 028-17052 N Greg Lowe Chief Compliance Officer 443-766-7160 Greg Lowe Columbia MD 10-08-2019 0 301 167318 false INFORMATION TABLE 2 lowe3q19.xml 3M COMPANY COM 88579Y101 6 34 SH SOLE 0 0 34 ABBOTT LABORATORIES COM 002824100 23 277 SH SOLE 0 0 277 Abbvie Inc COM 00287Y109 42 560 SH SOLE 0 0 560 Accenture PLC SHS G1151C101 23 117 SH SOLE 0 0 117 Advanced Battery Technologies Inc COM 00752H102 0 30 SH SOLE 0 0 30 Advanced Micro Devices Inc COM 007903107 5 165 SH SOLE 0 0 165 Aflac Inc COM 001055102 21 400 SH SOLE 0 0 400 Alcon Inc Ord Shs SHS H01301128 0 4 SH SOLE 0 0 4 Alibaba Group Holding Ltd Adr ADS 01609W102 4 25 SH SOLE 0 0 25 Align Technology Inc COM 016255101 12 65 SH SOLE 0 0 65 Alphabet Inc A COM 02079K305 10 8 SH SOLE 0 0 8 Alphabet Inc C COM 02079K107 10 8 SH SOLE 0 0 8 ALPS Alerian MLP ETF ETF 00162Q866 10 1099 SH SOLE 0 0 1099 Altria Group Inc COM 02209S103 8 200 SH SOLE 0 0 200 Amazon.com Inc COM 023135106 35 20 SH SOLE 0 0 20 Ameren Corp COM 023608102 331 4138 SH SOLE 0 0 4138 American Electric Power Co Inc COM 025537101 57 611 SH SOLE 0 0 611 American Express Co COM 025816109 2 20 SH SOLE 0 0 20 Ameriprise Financial Inc COM 03076C106 25 167 SH SOLE 0 0 167 AMGEN INC. COM 031162100 15 77 SH SOLE 0 0 77 Amphastar Pharmaceuticals Inc Del Com COM 03209R103 2 100 SH SOLE 0 0 100 Analog Devices Inc COM 032654105 5 45 SH SOLE 0 0 45 Annaly Capital Management Inc COM 035710409 2310 262506 SH SOLE 0 0 262506 APPLE INC. COM 037833100 365 1628 SH SOLE 0 0 1628 Aqua Metals Inc COM 03837J101 1 755 SH SOLE 0 0 755 Archer-Daniels Midland Co COM 039483102 1 30 SH SOLE 0 0 30 Arconic Inc COM 03965L100 198 7600 SH SOLE 0 0 7600 ASTRAZENECA PLC -SPONS ADR ADR 046353108 4 100 SH SOLE 0 0 100 AT&T Inc COM 00206R102 116 3073 SH SOLE 0 0 3073 Aurora Cannabis Inc COM 05156X108 1 250 SH SOLE 0 0 250 Automatic Data Processing COM 053015103 196 1215 SH SOLE 0 0 1215 Avago Technologies Ltd COM 11135F101 9 33 SH SOLE 0 0 33 Badger Meter Inc COM 056525108 225 4192 SH SOLE 0 0 4192 Bank of America Corporation COM 060505104 38 1287 SH SOLE 0 0 1287 Baozun Inc ADR 06684L103 3 65 SH SOLE 0 0 65 Bausch Health Companies Inc COM 071734107 1 50 SH SOLE 0 0 50 BB&T Corp COM 054937107 7 130 SH SOLE 0 0 130 Becton Dickinson & Co COM 075887109 15 60 SH SOLE 0 0 60 Berkshire Hathaway Inc COM 084670702 42 200 SH SOLE 0 0 200 BIOLIFE SOLUTIONS COM 09062W204 0 2 SH SOLE 0 0 2 BP PLC ADR 055622104 62 1622 SH SOLE 0 0 1622 Brighthouse Finl Inc Com COM 10922N103 0 1 SH SOLE 0 0 1 Broadridge Financial Solutions Inc COM 11133T103 61 491 SH SOLE 0 0 491 Brown-Forman Corp COM 115637209 3 45 SH SOLE 0 0 45 Canopy Growth Corp COM 138035100 1 50 SH SOLE 0 0 50 CATERPILLAR INC. COM 149123101 7 54 SH SOLE 0 0 54 CBS Corp COM 124857202 50 1242 SH SOLE 0 0 1242 CDK Global Inc COM 12508E101 34 699 SH SOLE 0 0 699 CELGENE CORP COM 151020104 1 15 SH SOLE 0 0 15 Chesapeake Energy Corp COM 165167107 0 48 SH SOLE 0 0 48 CHEVRON CORPORATION COM 166764100 138 1162 SH SOLE 0 0 1162 Chipotle Mexican Grill Inc COM 169656105 9 11 SH SOLE 0 0 11 Churchill Downs Inc COM 171484108 17 135 SH SOLE 0 0 135 Cisco Systems Inc COM 17275R102 30 600 SH SOLE 0 0 600 Citigroup Inc COM 172967424 0 1 SH SOLE 0 0 1 CME Group IncIL COM 12572Q105 4 17 SH SOLE 0 0 17 Coca-Cola Co COM 191216100 103 1898 SH SOLE 0 0 1898 Codexis Inc COM 192005106 1 50 SH SOLE 0 0 50 Cognizant Technology Solutions Corp COM 192446102 12 200 SH SOLE 0 0 200 Comcast Corp COM 20030N101 24 543 SH SOLE 0 0 543 Conformis Inc COM 20717E101 0 140 SH SOLE 0 0 140 ConocoPhillips COM 20825C104 7 117 SH SOLE 0 0 117 Constellation Brands Inc COM 21036P108 62 300 SH SOLE 0 0 300 Consumer Discret Select Sector SPDRA SBI CONS DISCR 81369Y407 12 100 SH SOLE 0 0 100 Costco Wholesale Corp COM 22160K105 29 100 SH SOLE 0 0 100 Cracker Barrel Old Country Store Inc COM 22410J106 8 50 SH SOLE 0 0 50 Cree Inc COM 225447101 2 32 SH SOLE 0 0 32 Cronos Group Inc COM 22717L101 2 200 SH SOLE 0 0 200 CVS CAREMARK CORPORATION COM 126650100 13 213 SH SOLE 0 0 213 Deere & Co COM 244199105 5 29 SH SOLE 0 0 29 Dell Inc COM 24703L202 10 185 SH SOLE 0 0 185 Digital Realty Trust Inc COM 253868103 4 29 SH SOLE 0 0 29 DISNEY WALT COMPANY COM 254687106 64 488 SH SOLE 0 0 488 DNP Select Income Common COM 23325P104 68 5294 SH SOLE 0 0 5294 Dollar General Corp COM 256677105 16 100 SH SOLE 0 0 100 Domino s Pizza Inc COM 25754A201 7 27 SH SOLE 0 0 27 Dow Chemical Co COM 260557103 1 14 SH SOLE 0 0 14 Duke Energy Corporation COM 26441C204 22 233 SH SOLE 0 0 233 DUNKIN BRANDS GROUP INC COM 265504100 3 43 SH SOLE 0 0 43 Eastman Chemical Co COM 277432100 26 350 SH SOLE 0 0 350 Eaton Vance Corp COM 278265103 36 800 SH SOLE 0 0 800 Energy Select Sector SPDRA ETF 81369Y506 9 150 SH SOLE 0 0 150 Energy Transfer Equity LP COM 29273V100 3 227 SH SOLE 0 0 227 ETFMG Alternative Harvest ETF ETF 26924G508 2 103 SH SOLE 0 0 103 Exact Sciences Corp COM 30063P105 4 45 SH SOLE 0 0 45 Exelon Corp COM 30161N101 25 516 SH SOLE 0 0 516 Exxon Mobil Corporation COM 30231G102 185 2620 SH SOLE 0 0 2620 Facebook Inc COM 30303M102 56 312 SH SOLE 0 0 312 FedEx Corp COM 31428X106 3 20 SH SOLE 0 0 20 Fidelity MSCI Energy ETF ETF 316092402 2 110 SH SOLE 0 0 110 Fidelity MSCI Health Care ETF ETF 316092600 2 50 SH SOLE 0 0 50 Financial Select Sector SPDR ETF 81369Y605 4533 161897 SH SOLE 0 0 161897 FireEye Inc COM 31816Q101 2 125 SH SOLE 0 0 125 First Trust Health Care AlphaDEX ETF 33734X143 12 161 SH SOLE 0 0 161 First Trust ISE Chindia Idx ETF 33733A102 13 381 SH SOLE 0 0 381 Ford Motor Company COM 345370860 18 2000 SH SOLE 0 0 2000 Freeport-McMoran Copper & Gold COM 35671D857 28 2909 SH SOLE 0 0 2909 Frontier Communications Corp COM 35906A306 0 32 SH SOLE 0 0 32 FS Investment Corp COM 302635107 17 3000 SH SOLE 0 0 3000 Garrett Motion Inc COM 366505105 0 1 SH SOLE 0 0 1 GENERAL ELECTRIC COMPANY COM 369604103 2 245 SH SOLE 0 0 245 Global Net Lease Inc COM 379378201 16 821 SH SOLE 0 0 821 GOLDFIELD CORP COM 381370105 0 100 SH SOLE 0 0 100 Goldman Sachs ActiveBeta EMkts Eq ETF ETF 381430206 0 13 SH SOLE 0 0 13 Goldman Sachs ActiveBeta US LgCp Eq ETF ETF 381430503 5 76 SH SOLE 0 0 76 Groupon Inc COM 399473107 0 80 SH SOLE 0 0 80 Guggenheim S&P 500 Eq Wt Technology ETF ETF 46137V282 10 57 SH SOLE 0 0 57 Guggenheim S&P 500 Pure Growth ETF ETF 46137V266 35 299 SH SOLE 0 0 299 Guggenheim S&P 500 Top 50 ETF ETF 46137V233 29 138 SH SOLE 0 0 138 Guggenheim S&P 500A Equal Weight ETF 46137V357 3 30 SH SOLE 0 0 30 GW Pharmaceuticals PLC ADS 36197T103 3 25 SH SOLE 0 0 25 H&R Block Inc COM 093671105 10 406 SH SOLE 0 0 406 Hershey Co COM 427866108 14 91 SH SOLE 0 0 91 HOME DEPOT INC. COM 437076102 68 292 SH SOLE 0 0 292 Invesco Financial Preferred ETF ETF 46137V621 16 850 SH SOLE 0 0 850 Invesco QQQ Trust UNIT SER 1 46090E103 15640 82837 SH SOLE 0 0 82837 iPath DJ-UBS Commodity Index TR ETN ETN 06738C778 22 1010 SH SOLE 0 0 1010 iPath Bloomberg Cotton SubTR ETN ETN 06739H271 27 700 SH SOLE 0 0 700 Iqvia Hldgs Inc COM 46266C105 4 25 SH SOLE 0 0 25 iShares 0-5 Year High Yield Corp Bd ETF ETF 46434V407 59 1275 SH SOLE 0 0 1275 iShares 1-3 Year Treasury Bond ETF 464287457 53 625 SH SOLE 0 0 625 iShares 7-10 Year Treasury Bond ETF 464287440 47 420 SH SOLE 0 0 420 iShares Core Dividend Growth ETF 46434V621 11 270 SH SOLE 0 0 270 iShares Core MSCI EAFE ETF 46432F842 6264 102567 SH SOLE 0 0 102567 iShares Core MSCI Emerging Markets ETF 46434G103 1344 27417 SH SOLE 0 0 27417 iShares Core MSCI Europe ETF ETF 46434V738 11 250 SH SOLE 0 0 250 iShares Core MSCI Total Intl Stk ETF 46432F834 15 252 SH SOLE 0 0 252 iShares Core S&P 500 ETF 464287200 32 108 SH SOLE 0 0 108 iShares Core S&P Mid-Cap ETF 464287507 3 15 SH SOLE 0 0 15 iShares Core S&P Small-Cap ETF 464287804 25 324 SH SOLE 0 0 324 iShares Core S&P Total US Stock Mkt ETF 464287150 9 135 SH SOLE 0 0 135 iShares Core US Aggregate Bond ETF 464287226 160 1414 SH SOLE 0 0 1414 iShares Core US REIT ETF ETF 464288521 34 610 SH SOLE 0 0 610 iShares DJ US Total Market Index ETF 464287846 5641 38235 SH SOLE 0 0 38235 iShares Edge MSCI Multifactor Intl ETF ETF 46434V274 0 10 SH SOLE 0 0 10 iShares Global REIT ETF ETF 46434V647 3 124 SH SOLE 0 0 124 iShares Global Timber & Forestry ETF 464288174 3 50 SH SOLE 0 0 50 iShares Gold Trust ETF 464285105 9854 698899 SH SOLE 0 0 698899 iShares High Dividend ETF 46429B663 3208 34072 SH SOLE 0 0 34072 iShares International Preferred Stk ETF ETF 46429B135 8 500 SH SOLE 0 0 500 iShares International Select Dividend ETF 464288448 318 10360 SH SOLE 0 0 10360 iShares Morningstar Mid-Cap ETF ETF 464288208 31 155 SH SOLE 0 0 155 iShares Morningstar Small-Cap Growth ETF 464288604 7 35 SH SOLE 0 0 35 iShares MSCI ACWI ex US ETF ETF 464288240 88 1910 SH SOLE 0 0 1910 iShares MSCI Emerging Markets ETF 464287234 41 1002 SH SOLE 0 0 1002 iShares MSCI EmrgMkts MinVolatility ETF 464286533 14 245 SH SOLE 0 0 245 iShares MSCI Glbl Agriculture Producers ETF 464286350 3 96 SH SOLE 0 0 96 iShares MSCI Global Gold Miners ETF 46434G855 42 1963 SH SOLE 0 0 1963 iShares MSCI KLD 400 Social ETF ETF 464288570 187 1683 SH SOLE 0 0 1683 Ishares Nasdaq Biotechnology ETF 464287556 2 25 SH SOLE 0 0 25 iShares Russell 1000 Growth ETF 464287614 2 13 SH SOLE 0 0 13 iShares Russell 2000 ETF 464287655 10 68 SH SOLE 0 0 68 iShares Russell 3000 ETF 464287689 1541 8870 SH SOLE 0 0 8870 iShares S&P 100 Index Fund CBOE ETF 464287101 115 877 SH SOLE 0 0 877 iShares S&P 500 Growth ETF 464287309 95 527 SH SOLE 0 0 527 iShares S&P 500 Value ETF ETF 464287408 6 50 SH SOLE 0 0 50 Ishares S&P GSCI Commodity-Indexed Trust ETF 46428R107 12 775 SH SOLE 0 0 775 iShares S&P MidCap 400 Growth ETF 464287606 4 19 SH SOLE 0 0 19 iShares S&P Small-Cap 600 Growth ETF 464287887 4 25 SH SOLE 0 0 25 iShares Select Dividend ETF 464287168 76 748 SH SOLE 0 0 748 Ishares Silver Trust ETF 46428Q109 96 6053 SH SOLE 0 0 6053 iShares Tr MSCI USA MinVolatility ETF 46429B697 24048 375158 SH SOLE 0 0 375158 iShares US Aerospace & Defense ETF 464288760 28 126 SH SOLE 0 0 126 iShares US Home Construction ETF 464288752 9 200 SH SOLE 0 0 200 Johnson and Johnson COM 478160104 90 697 SH SOLE 0 0 697 Johnson Controls Inc COM G51502105 0 9 SH SOLE 0 0 9 JPMorgan Chase & Co COM 46625H100 25 209 SH SOLE 0 0 209 JPMorgan Ultra-Short Income ETF ETF 46641Q837 2377 47145 SH SOLE 0 0 47145 KeyCorp COM 493267108 8 425 SH SOLE 0 0 425 Kimberly-Clark Corp COM 494368103 1 10 SH SOLE 0 0 10 Kohl s Corp COM 500255104 0 7 SH SOLE 0 0 7 Lexington Realty Trust PFD CONV SER C 529043309 29 500 SH SOLE 0 0 500 Lockheed Martin Corp COM 539830109 318 814 SH SOLE 0 0 814 lowes companies incorporated COM 548661107 25 230 SH SOLE 0 0 230 Lumber Liquidators Holdings Inc COM 55003T107 1 100 SH SOLE 0 0 100 Magellan Midstream Partners L.P. 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COM 58933Y105 118 1396 SH SOLE 0 0 1396 MetLife Inc COM 59156R108 4 93 SH SOLE 0 0 93 Micron Technology Inc COM 595112103 7 160 SH SOLE 0 0 160 Microsoft Corp COM 594918104 459 3303 SH SOLE 0 0 3303 Morgan Stanley COM 617446448 4 100 SH SOLE 0 0 100 NETFLIX INC. COM 64110L106 9 33 SH SOLE 0 0 33 New Age Beverages Corp COM 64157V108 0 100 SH SOLE 0 0 100 Newmont Mining Corp COM 651639106 829 21856 SH SOLE 0 0 21856 NextEra Energy Inc COM 65339F101 1 6 SH SOLE 0 0 6 NIKE INC COM 654106103 2 25 SH SOLE 0 0 25 Nokia Oyj ADR 654902204 0 1 SH SOLE 0 0 1 Nordstrom Inc COM 655664100 2 45 SH SOLE 0 0 45 Northrop Grumman Corp COM 666807102 6 15 SH SOLE 0 0 15 NOVARTIS AG-ADR ADR 66987V109 11 121 SH SOLE 0 0 121 Nu Skin Enterprises Inc Class A COM 67018T105 0 6 SH SOLE 0 0 6 Nutanix Inc COM 67059N108 5 200 SH SOLE 0 0 200 Nutrien Ltd COM 67077M108 1 12 SH SOLE 0 0 12 Nuveen MD Premium Income Muni Common COM 67061Q107 17 1310 SH SOLE 0 0 1310 Nvent Electric Plc Shs SHS G6700G107 0 2 SH SOLE 0 0 2 Omega Healthcare Investors Inc COM 681936100 16 384 SH SOLE 0 0 384 Paychex Inc COM 704326107 37 453 SH SOLE 0 0 453 Pentair Plc COM G7S00T104 3 77 SH SOLE 0 0 77 PepsiCo Inc COM 713448108 4 28 SH SOLE 0 0 28 Pfizer Inc COM 717081103 11 300 SH SOLE 0 0 300 PIMCO 1-3 Year US Treasury Index ETF ETF 72201R106 57 1120 SH SOLE 0 0 1120 PIMCO Enhanced Short Maturity ETF ETF 72201R833 7611 74819 SH SOLE 0 0 74819 PNC Financial Services Group Inc COM 693475105 43 308 SH SOLE 0 0 308 PowerShares Cleantech ETF 46137V407 0 5 SH SOLE 0 0 5 PowerShares DB Commodity Index Tracking ETF 46138B103 5 300 SH SOLE 0 0 300 PowerShares Insured National Muni Bond ETF 46138E537 1 50 SH SOLE 0 0 50 PowerShares Preferred ETF ETF 46138E511 6 400 SH SOLE 0 0 400 PPL Corp COM 69351T106 36 1129 SH SOLE 0 0 1129 Procter & Gamble Co COM 742718109 3 25 SH SOLE 0 0 25 Prologis Inc COM 74340W103 2 18 SH SOLE 0 0 18 ProShares Short S&P500 ETF 74347B425 3069 117458 SH SOLE 0 0 117458 Prothena Corp PLC SHS G72800108 0 1 SH SOLE 0 0 1 Prudential Financial Inc COM 744320102 7 76 SH SOLE 0 0 76 Pure Storage Inc COM 74624M102 19 1150 SH SOLE 0 0 1150 Qorvo Inc COM 74736K101 7 100 SH SOLE 0 0 100 Ramco-Gershenson Properties Trust PERP PFD-D CV 74971D200 28 500 SH SOLE 0 0 500 Real Estate Select Sector SPDR ETF 81369Y860 0 2 SH SOLE 0 0 2 Reality Shs Etf Tr Nsd Nxgn Eco Etf ETF 75605A702 1 42 SH SOLE 0 0 42 Realty Income Corp COM 756109104 31 400 SH SOLE 0 0 400 Resideo Technologies Inc COM 76118Y104 0 2 SH SOLE 0 0 2 Rockwell Automation Inc COM 773903109 41 248 SH SOLE 0 0 248 SALESFORCE COM COMPANY COM 79466L302 1 8 SH SOLE 0 0 8 Schlumberger NV COM 806857108 6 165 SH SOLE 0 0 165 Schwab Fundamental US Small Company ETF ETF 808524763 1 26 SH SOLE 0 0 26 Schwab International Equity ETF ETF 808524805 6 200 SH SOLE 0 0 200 Sempra Energy COM 816851109 2 11 SH SOLE 0 0 11 Southwest Airlines Co COM 844741108 6 120 SH SOLE 0 0 120 SPDR Gold Shares ETF 78463V107 9 65 SH SOLE 0 0 65 SPDR S&P 500 ETF ETF 78462F103 44897 151284 SH SOLE 0 0 151284 SPDR S&P Dividend ETF ETF 78464A763 6143 59877 SH SOLE 0 0 59877 SPDR S&P MidCap 400 ETF 78467Y107 1743 4946 SH SOLE 0 0 4946 SPDR Blmbg Barclays Convert Secs ETF ETF 78464A359 28 526 SH SOLE 0 0 526 Splunk Inc COM 848637104 5 40 SH SOLE 0 0 40 Starbucks Corp COM 855244109 61 695 SH SOLE 0 0 695 Starwood Property Trust Inc. COM 85571B105 4 180 SH SOLE 0 0 180 Stericycle Inc COM 858912108 10 200 SH SOLE 0 0 200 STMicroelectronics NV COM 861012102 2 80 SH SOLE 0 0 80 Stratasys Ltd COM M85548101 2 80 SH SOLE 0 0 80 Stryker Corporation COM 863667101 43 200 SH SOLE 0 0 200 STURM RUGER AND CO INC COM 864159108 2 50 SH SOLE 0 0 50 Sun Life Financial Inc COM 866796105 58 1289 SH SOLE 0 0 1289 SunCoke Energy Inc COM 86722A103 1 119 SH SOLE 0 0 119 T. Rowe Price Group Inc COM 74144T108 105 919 SH SOLE 0 0 919 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 1 24 SH SOLE 0 0 24 TE Connectivity Ltd SHS H84989104 1 10 SH SOLE 0 0 10 Technology Select Sector SPDRA ETF 81369Y803 6 76 SH SOLE 0 0 76 Telefonaktiebolaget L M Ericsson ADR 294821608 1 75 SH SOLE 0 0 75 Teradyne Inc COM 880770102 2 40 SH SOLE 0 0 40 TESLA MTRS INC COM 88160R101 2 10 SH SOLE 0 0 10 Teva Pharmaceutical Industries Ltd ADR 881624209 0 68 SH SOLE 0 0 68 Texas Instruments Inc COM 882508104 52 400 SH SOLE 0 0 400 Thor Industries Inc COM 885160101 19 334 SH SOLE 0 0 334 Ulta Salon Cosmetics & Fragrance Inc COM 90384S303 3 11 SH SOLE 0 0 11 UNDER ARMOUR INC. COM 904311107 32 1608 SH SOLE 0 0 1608 UNDER ARMOUR INC-CLASS C COM 904311206 33 1800 SH SOLE 0 0 1800 United Parcel Service Inc UPS COM 911312106 3 25 SH SOLE 0 0 25 United Technologies Corporation COM 913017109 26 187 SH SOLE 0 0 187 UnitedHealth Group Inc COM 91324P102 17 80 SH SOLE 0 0 80 Valero Energy Corp COM 91913Y100 2 25 SH SOLE 0 0 25 Vanguard European Stock Index ETF ETF 922042874 9 165 SH SOLE 0 0 165 Vanguard FTSE Developed Markets ETF ETF 921943858 49 1189 SH SOLE 0 0 1189 Vanguard Growth ETF ETF 922908736 16 98 SH SOLE 0 0 98 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 9218 113735 SH SOLE 0 0 113735 Vanguard Total Stock Market ETF ETF 922908769 110 726 SH SOLE 0 0 726 Vanguard Value ETF ETF 922908744 9 79 SH SOLE 0 0 79 Verizon Communications Inc COM 92343V104 158 2615 SH SOLE 0 0 2615 Viacom Inc COM 92553P201 11 475 SH SOLE 0 0 475 Visa Inc COM 92826C839 28 161 SH SOLE 0 0 161 VISHAY INTERTECHNOLOGY INC COM 928298108 0 15 SH SOLE 0 0 15 VISHAY PRECISION GROUP INC COM 92835K103 0 1 SH SOLE 0 0 1 Vodafone Group PLC ADR 92857W308 1 40 SH SOLE 0 0 40 Wal-Mart Stores Inc COM 931142103 58 488 SH SOLE 0 0 488 Washington REIT COM 939653101 11 400 SH SOLE 0 0 400 Welltower Inc Com COM 95040Q104 16 177 SH SOLE 0 0 177 Westinghouse Air Brake Technologies Corp COM 929740108 0 1 SH SOLE 0 0 1 Wheeler Real Estate Investment Trust Inc CV PFD SER 963025309 19 1600 SH SOLE 0 0 1600 WisdomTree Dividend ex-Financials ETF 97717W406 5468 62538 SH SOLE 0 0 62538 WisdomTree Europe SmallCap Dividend ETF ETF 97717W869 4 70 SH SOLE 0 0 70 WisdomTree Global High Dividend ETF ETF 97717W877 1 30 SH SOLE 0 0 30 WisdomTree India Earnings ETF ETF 97717W422 974 40845 SH SOLE 0 0 40845 WisdomTree International MidCap Div ETF ETF 97717W778 8 132 SH SOLE 0 0 132 WisdomTree International SmallCp Div ETF ETF 97717W760 11 170 SH SOLE 0 0 170 WisdomTree US High Dividend ETF ETF 97717W208 7 99 SH SOLE 0 0 99 WisdomTree US MidCap Dividend ETF ETF 97717W505 14 398 SH SOLE 0 0 398 WisdomTree US Quality Sharehld Yld ETF ETF 97717W547 5 56 SH SOLE 0 0 56 Xcel Energy Inc COM 98389B100 43 658 SH SOLE 0 0 658 Yamana Gold Inc COM 98462Y100 25 8000 SH SOLE 0 0 8000 Zillow Group Inc COM 98954M101 1 50 SH SOLE 0 0 50