Chief Compliance Officer

0001574010-22-000002.txt : 20220408 0001574010-22-000002.hdr.sgml : 20220408 20220408165949 ACCESSION NUMBER: 0001574010-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220408 DATE AS OF CHANGE: 20220408 EFFECTIVENESS DATE: 20220408 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: 22817712 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 03-31-2022 03-31-2022 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 04-08-2022 0 339 221034 false INFORMATION TABLE 2 lowe2q22.xml 3M COMPANY COM 88579Y101 1 5 SH SOLE 0 0 5 ABBOTT LABORATORIES COM 002824100 25 215 SH SOLE 0 0 215 Abbvie Inc COM 00287Y109 85 525 SH SOLE 0 0 525 ACADIA Pharmaceuticals Inc COM 004225108 4 180 SH SOLE 0 0 180 Accenture PLC SHS G1151C101 17 50 SH SOLE 0 0 50 Advanced Battery Technologies Inc COM 00752H102 0 30 SH SOLE 0 0 30 Advanced Micro Devices Inc COM 007903107 11 100 SH SOLE 0 0 100 Air Products & Chemicals Inc COM 009158106 50 200 SH SOLE 0 0 200 Albemarle Corp COM 012653101 28 125 SH SOLE 0 0 125 Align Technology Inc COM 016255101 13 30 SH SOLE 0 0 30 Alphabet Inc A COM 02079K305 22 8 SH SOLE 0 0 8 Alphabet Inc C COM 02079K107 22 8 SH SOLE 0 0 8 Amazon.com Inc COM 023135106 140 43 SH SOLE 0 0 43 AMC Entertainment Holdings Inc COM 00165C104 2 100 SH SOLE 0 0 100 Ameren Corp COM 023608102 388 4138 SH SOLE 0 0 4138 American Airlines Group Inc COM 02376R102 1 45 SH SOLE 0 0 45 American Electric Power Co Inc COM 025537101 51 511 SH SOLE 0 0 511 American Express Co COM 025816109 4 20 SH SOLE 0 0 20 AMERICAN OUTDOOR BRANDS ORD WI COM 02875D109 1 99 SH SOLE 0 0 99 Ameriprise Financial Inc COM 03076C106 50 167 SH SOLE 0 0 167 AMGEN INC. COM 031162100 54 222 SH SOLE 0 0 222 APPLE INC. COM 037833100 884 5060 SH SOLE 0 0 5060 Applied Materials Inc COM 038222105 23 175 SH SOLE 0 0 175 Archer-Daniels Midland Co COM 039483102 3 30 SH SOLE 0 0 30 Arconic Inc COM 03966V107 1 25 SH SOLE 0 0 25 ASTRAZENECA PLC -SPONS ADR ADR 046353108 7 100 SH SOLE 0 0 100 AT&T Inc COM 00206R102 75 3170 SH SOLE 0 0 3170 Aurinia Pharmaceuticals Inc COM 05156V102 7 531 SH SOLE 0 0 531 Automatic Data Processing COM 053015103 276 1215 SH SOLE 0 0 1215 Avago Technologies Ltd COM 11135F101 19 30 SH SOLE 0 0 30 Badger Meter Inc COM 056525108 183 1832 SH SOLE 0 0 1832 Bank of America Corporation COM 060505104 36 870 SH SOLE 0 0 870 Bausch Health Companies Inc COM 071734107 1 50 SH SOLE 0 0 50 Becton Dickinson & Co COM 075887109 16 60 SH SOLE 0 0 60 Berkshire Hathaway Inc COM 084670702 42 120 SH SOLE 0 0 120 Beyond Meat Inc COM 08862E109 48 1000 SH SOLE 0 0 1000 BlackRock Floating Rate Inc Tr Common COM 091941104 4 333 SH SOLE 0 0 333 BlackRock MuniHoldings Inv Qty COM 09254P108 10 800 SH SOLE 0 0 800 Booz Allen Hamilton Holding Corp COM 099502106 4 51 SH SOLE 0 0 51 BP PLC ADR 055622104 53 1816 SH SOLE 0 0 1816 Bristol-Myers Squibb Company COM 110122108 2 25 SH SOLE 0 0 25 Broadridge Financial Solutions Inc COM 11133T103 76 491 SH SOLE 0 0 491 Brown-Forman Corp COM 115637209 3 45 SH SOLE 0 0 45 Cardinal Health Inc COM 14149Y108 4 70 SH SOLE 0 0 70 Carnival Corp UNIT 143658300 8 380 SH SOLE 0 0 380 CATERPILLAR INC. COM 149123101 17 76 SH SOLE 0 0 76 CDK Global Inc COM 12508E101 34 699 SH SOLE 0 0 699 Cf Acquisition Corp Vi Com Cl A COM 12521J103 1 80 SH SOLE 0 0 80 CHEVRON CORPORATION COM 166764100 120 738 SH SOLE 0 0 738 Chipotle Mexican Grill Inc COM 169656105 17 11 SH SOLE 0 0 11 Churchill Downs Inc COM 171484108 11 50 SH SOLE 0 0 50 Cisco Systems Inc COM 17275R102 12 208 SH SOLE 0 0 208 Coca-Cola Co COM 191216100 120 1938 SH SOLE 0 0 1938 Cohen & Steers Qty Inc Realty Common COM 19247L106 7 444 SH SOLE 0 0 444 Coinbase Global Inc Ordinary Shares - Class A COM 19260Q107 5 25 SH SOLE 0 0 25 Comcast Corp COM 20030N101 22 468 SH SOLE 0 0 468 Communication Services Sel Sect SPDR ETF ETF 81369Y852 5 75 SH SOLE 0 0 75 comScore Inc COM 20564W105 1 500 SH SOLE 0 0 500 Conformis Inc COM 20717E101 0 140 SH SOLE 0 0 140 ConocoPhillips COM 20825C104 12 117 SH SOLE 0 0 117 Consumer Discret Select Sector SPDRA SBI CONS DISCR 81369Y407 16 85 SH SOLE 0 0 85 Consumer Staples Select Sector SPDRA SBI CONS STPLS 81369Y308 8 100 SH SOLE 0 0 100 Costco Wholesale Corp COM 22160K105 85 147 SH SOLE 0 0 147 Crispr Therapeutics Agnamen Akt NAMEN AKT H17182108 0 4 SH SOLE 0 0 4 CSX Corp COM 126408103 4 96 SH SOLE 0 0 96 CVS CAREMARK CORPORATION COM 126650100 39 384 SH SOLE 0 0 384 Deere & Co COM 244199105 12 29 SH SOLE 0 0 29 Dell Inc COM 24703L202 9 185 SH SOLE 0 0 185 DELTA AIR LINES COMPANY NEW COM 247361702 6 150 SH SOLE 0 0 150 Devon Energy Corp COM 25179M103 15 250 SH SOLE 0 0 250 DISNEY WALT COMPANY COM 254687106 85 616 SH SOLE 0 0 616 DNP Select Income Common COM 23325P104 63 5294 SH SOLE 0 0 5294 Dollar General Corp COM 256677105 22 100 SH SOLE 0 0 100 Domino s Pizza Inc COM 25754A201 11 27 SH SOLE 0 0 27 Dow Chemical Co COM 260557103 1 14 SH SOLE 0 0 14 DraftKings Inc Ordinary Shares - Class A COM 26142R104 2 100 SH SOLE 0 0 100 Duke Energy Corporation COM 26441C204 15 133 SH SOLE 0 0 133 Emergent BioSolutions Inc COM 29089Q105 3 80 SH SOLE 0 0 80 Energy Select Sector SPDRA ETF 81369Y506 5497 71915 SH SOLE 0 0 71915 Enovix Corp COM 293594107 1 90 SH SOLE 0 0 90 Enphase Energy Inc COM 29355A107 27 134 SH SOLE 0 0 134 ETFMG Alternative Harvest ETF ETF 26924G508 0 35 SH SOLE 0 0 35 EVGO CL A ORD COM 30052F100 1 100 SH SOLE 0 0 100 Exelon Corp COM 30161N101 41 870 SH SOLE 0 0 870 Exxon Mobil Corporation COM 30231G102 450 5444 SH SOLE 0 0 5444 Facebook Inc COM 30303M102 69 312 SH SOLE 0 0 312 Fidelity MSCI Energy ETF ETF 316092402 2 110 SH SOLE 0 0 110 Fidelity MSCI Health Care ETF ETF 316092600 3 50 SH SOLE 0 0 50 Financial Select Sector SPDR ETF 81369Y605 7 180 SH SOLE 0 0 180 First Trust Health Care AlphaDEX ETF 33734X143 18 161 SH SOLE 0 0 161 First Trust ISE Chindia Idx ETF 33733A102 0 10 SH SOLE 0 0 10 Flah&Crum Total Return COM 338479108 20 1000 SH SOLE 0 0 1000 Ford Motor Company COM 345370860 89 5245 SH SOLE 0 0 5245 Freeport-McMoran Copper & Gold COM 35671D857 157 3159 SH SOLE 0 0 3159 Garmin Ltd SHS H2906T109 47 400 SH SOLE 0 0 400 GENERAL ELECTRIC COMPANY COM 369604301 3 30 SH SOLE 0 0 30 General Mills Inc COM 370334104 65 960 SH SOLE 0 0 960 GENERAL MOTORS CORPORATION COM 37045V100 2 40 SH SOLE 0 0 40 GLOBAL X INTERNET OF THINGS ETF ETF 37954Y780 27 809 SH SOLE 0 0 809 Global X Robotics & Artfcl Intllgnc ETF ETF 37954Y715 367 12640 SH SOLE 0 0 12640 Groupon Inc COM 399473206 0 4 SH SOLE 0 0 4 Guggenheim S&P 500 Pure Growth ETF ETF 46137V266 34 183 SH SOLE 0 0 183 Guggenheim S&P 500A Equal Weight ETF 46137V357 9 60 SH SOLE 0 0 60 H&R Block Inc COM 093671105 11 406 SH SOLE 0 0 406 Health Care Select Sector SPDR SBI HEALTHCARE 81369Y209 98 715 SH SOLE 0 0 715 Hershey Co COM 427866108 201 929 SH SOLE 0 0 929 Hilton Worldwide Holdings Inc COM 43300A203 39 255 SH SOLE 0 0 255 HOME DEPOT INC. COM 437076102 88 293 SH SOLE 0 0 293 Horizon Kinetics Inflation Bnfcrs ETF HORIZON KINETICS 53656F623 5497 165032 SH SOLE 0 0 165032 Howmet Aerospace Ord COM 443201108 4 100 SH SOLE 0 0 100 Industrial Select Sector SPDRA SBI INT-INDS 81369Y704 103 1000 SH SOLE 0 0 1000 Inspire International ESG ETF ETF 66538H419 14 456 SH SOLE 0 0 456 INTEL CORP COM 458140100 4 75 SH SOLE 0 0 75 Intercontinental Exchange Inc COM 45866F104 36 275 SH SOLE 0 0 275 International Business Machines Corp COM 459200101 4 33 SH SOLE 0 0 33 Invesco Cleantech ETF ETF 46137V407 0 5 SH SOLE 0 0 5 Invesco Financial Preferred ETF ETF 46137V621 11 650 SH SOLE 0 0 650 Invesco FTSE RAFI Dev Mkts ex-US ETF ETF 46138E743 87 1880 SH SOLE 0 0 1880 Invesco FTSE RAFI Emerging Markets ETF ETF 46138E727 404 19386 SH SOLE 0 0 19386 Invesco Fundamental Hi Yld Corp Bd ETF ETF 46138E719 1 48 SH SOLE 0 0 48 Invesco QQQ Trust UNIT SER 1 46090E103 22901 63167 SH SOLE 0 0 63167 INVESCO SOLAR ETF ETF 46138G706 24 315 SH SOLE 0 0 315 Invitation Homes Inc COM 46187W107 9 225 SH SOLE 0 0 225 iPath DJ-UBS Commodity Index TR ETN ETN 06738C778 11 310 SH SOLE 0 0 310 iShares 0-5 Year High Yield Corp Bd ETF ETF 46434V407 51 1150 SH SOLE 0 0 1150 iShares Aaa - 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INC. COM 58933Y105 153 1867 SH SOLE 0 0 1867 MFAM Small-Cap Growth ETF ETF 74933W874 21 667 SH SOLE 0 0 667 Microsoft Corp COM 594918104 870 2821 SH SOLE 0 0 2821 MODERNA INC COM 60770K107 28 163 SH SOLE 0 0 163 Morgan Stanley COM 617446448 9 100 SH SOLE 0 0 100 NETFLIX INC. COM 64110L106 6 17 SH SOLE 0 0 17 New Age Beverages Corp COM 650194103 0 100 SH SOLE 0 0 100 Newmont Mining Corp COM 651639106 250 3145 SH SOLE 0 0 3145 NIKE INC COM 654106103 8 61 SH SOLE 0 0 61 NIO INC ADS REPSTG CL A ORD SHS SPON ADS 62914V106 2 100 SH SOLE 0 0 100 Nordstrom Inc COM 655664100 1 45 SH SOLE 0 0 45 Northrop Grumman Corp COM 666807102 7 15 SH SOLE 0 0 15 NOVO NORDISK A/S ADR ADR 670100205 21 190 SH SOLE 0 0 190 Nutanix Inc COM 67059N108 5 200 SH SOLE 0 0 200 Nutrien Ltd COM 67077M108 1 12 SH SOLE 0 0 12 Nuveen Municipal Income Common COM 67062J102 0 7 SH SOLE 0 0 7 Nuveen Quality Muni Income Fund COM 67066V101 16 1233 SH SOLE 0 0 1233 Nvent Electric Plc Shs SHS G6700G107 0 2 SH SOLE 0 0 2 NVIDIA Corp COM 67066G104 7 25 SH SOLE 0 0 25 Oracle Corporation COM 68389X105 17 200 SH SOLE 0 0 200 Organon &Co Common Stock COM 68622V106 0 4 SH SOLE 0 0 4 Paramount Global Class B COM 92556H206 58 1524 SH SOLE 0 0 1524 Paychex Inc COM 704326107 11 80 SH SOLE 0 0 80 Pentair Plc COM G7S00T104 4 77 SH SOLE 0 0 77 PepsiCo Inc COM 713448108 5 28 SH SOLE 0 0 28 Pfizer Inc COM 717081103 12 225 SH SOLE 0 0 225 PIMCO Enhanced Short Maturity ETF ETF 72201R833 9932 99162 SH SOLE 0 0 99162 PNC Financial Services Group Inc COM 693475105 57 308 SH SOLE 0 0 308 PowerShares FTSE RAFI US 1000 ETF ETF 46137V613 15 90 SH SOLE 0 0 90 PowerShares Insured National Muni Bond ETF 46138E537 1 50 SH SOLE 0 0 50 PPL Corp COM 69351T106 225 7869 SH SOLE 0 0 7869 Procter & Gamble Co COM 742718109 4 25 SH SOLE 0 0 25 Prologis Inc COM 74340W103 68 423 SH SOLE 0 0 423 ProShares Short S&P500 ETF 74347B425 79 5602 SH SOLE 0 0 5602 Prothena Corp PLC SHS G72800108 0 1 SH SOLE 0 0 1 Prudential Financial Inc COM 744320102 417 3531 SH SOLE 0 0 3531 Pure Storage Inc COM 74624M102 20 575 SH SOLE 0 0 575 Quadratic Intrst Rt Vol & Infl H ETF QUADRTC INT RT 500767736 1309 51112 SH SOLE 0 0 51112 Qualcomm Inc COM 747525103 12 80 SH SOLE 0 0 80 Quanta Services Inc COM 74762E102 7 50 SH SOLE 0 0 50 QuantumScape Corp COM 74767V109 1 75 SH SOLE 0 0 75 Ramco-Gershenson Properties Trust PERP PFD-D CV 74971D200 30 500 SH SOLE 0 0 500 Raytheon Technologies Ord COM 75513E101 19 187 SH SOLE 0 0 187 Real Estate Select Sector SPDR ETF 81369Y860 0 2 SH SOLE 0 0 2 Reaves Utility Income COM 756158101 261 7550 SH SOLE 0 0 7550 Rockwell Automation Inc COM 773903109 69 248 SH SOLE 0 0 248 SALESFORCE COM COMPANY COM 79466L302 4 18 SH SOLE 0 0 18 Sanofi ADR 80105N105 77 1500 SH SOLE 0 0 1500 Schwab Emerging Markets Equity ETF ETF 808524706 6 221 SH SOLE 0 0 221 Schwab Fundamental Emerg Mkts Lg Co ETF ETF 808524730 8 281 SH SOLE 0 0 281 Schwab Fundamental Intl Lg Co ETF ETF 808524755 7 227 SH SOLE 0 0 227 Schwab Fundamental Intl Sm Co ETF ETF 808524748 5 136 SH SOLE 0 0 136 Schwab Fundamental US Broad Market ETF ETF 808524789 0 5 SH SOLE 0 0 5 Schwab Fundamental US Large Company ETF ETF 808524771 11 195 SH SOLE 0 0 195 Schwab Fundamental US Small Company ETF ETF 808524763 7 131 SH SOLE 0 0 131 Schwab Intermediate-Term US Trs ETF ETF 808524854 3 49 SH SOLE 0 0 49 Schwab International Equity ETF ETF 808524805 29 794 SH SOLE 0 0 794 Schwab International Small-Cap Eq ETF ETF 808524888 3 79 SH SOLE 0 0 79 Schwab US Aggregate Bond ETF ETF 808524839 8 149 SH SOLE 0 0 149 Schwab US Large-Cap ETF ETF 808524201 118 2188 SH SOLE 0 0 2188 Schwab US REIT ETF ETF 808524847 2 84 SH SOLE 0 0 84 Schwab US Small-Cap ETF ETF 808524607 28 583 SH SOLE 0 0 583 Schwab US TIPS ETF ETF 808524870 24 389 SH SOLE 0 0 389 Sensata Technologies Holding PLC SHS G8060N102 3 50 SH SOLE 0 0 50 Sirius XM Radio Inc COM 82968B103 7 1100 SH SOLE 0 0 1100 Smith & Wesson Brands Inc COM 831754106 6 400 SH SOLE 0 0 400 Snap Inc Cl A COM 83304A106 5 150 SH SOLE 0 0 150 SoFi Technologies Inc COM 83406F102 1 100 SH SOLE 0 0 100 Southwest Airlines Co COM 844741108 8 175 SH SOLE 0 0 175 SPDR Barclays International Treasury Bd ETF 78464A516 1 21 SH SOLE 0 0 21 SPDR Dow Jones Industrial Average ETF 78467X109 12 36 SH SOLE 0 0 36 SPDR Gold Shares ETF 78463V107 9 50 SH SOLE 0 0 50 SPDR S&P 500 ETF ETF 78462F103 67104 148579 SH SOLE 0 0 148579 SPDR S&P Dividend ETF ETF 78464A763 28 216 SH SOLE 0 0 216 SPDR S&P MidCap 400 ETF 78467Y107 1976 4029 SH SOLE 0 0 4029 SPDR S&P Oil & Gas Exploration & Production ETF ETF 78468R556 1147 8525 SH SOLE 0 0 8525 SPDR Blmbg Barclays Em Mkts Lcl Bd ETF ETF 78464A391 0 2 SH SOLE 0 0 2 SPDR Portfolio Developed Wld ex-US ETF ETF 78463X889 2 49 SH SOLE 0 0 49 SPDR Portfolio Interm Term Corp Bd ETF ETF 78464A375 1 41 SH SOLE 0 0 41 SPDR S&P 500 Growth ETF 78464A409 66 991 SH SOLE 0 0 991 SPDR S&P Aerospace & Defense ETF ETF 78464A631 436 3500 SH SOLE 0 0 3500 SPDR S&P Global Natural Resources ETF ETF 78463X541 954 15190 SH SOLE 0 0 15190 SPDR Wells Fargo Preferred Stock ETF ETF 78464A292 299 7673 SH SOLE 0 0 7673 Splunk Inc COM 848637104 6 40 SH SOLE 0 0 40 Sprott Physical Gold and Silver Trust TR UNIT 85208R101 58 3000 SH SOLE 0 0 3000 Starbucks Corp COM 855244109 52 568 SH SOLE 0 0 568 Starwood Property Trust Inc. COM 85571B105 4 180 SH SOLE 0 0 180 Stericycle Inc COM 858912108 12 200 SH SOLE 0 0 200 Strategy Shares Nasdaq 7 Handl ETF NS 7HANDL IDX 86280R506 10 411 SH SOLE 0 0 411 Stryker Corporation COM 863667101 53 200 SH SOLE 0 0 200 STURM RUGER AND CO INC COM 864159108 3 50 SH SOLE 0 0 50 Sun Life Financial Inc COM 866796105 73 1304 SH SOLE 0 0 1304 Synopsys Inc COM 871607107 33 100 SH SOLE 0 0 100 T. Rowe Price Group Inc COM 74144T108 130 860 SH SOLE 0 0 860 TE Connectivity Ltd SHS H84989104 1 10 SH SOLE 0 0 10 Technology Select Sector SPDRA ETF 81369Y803 7 46 SH SOLE 0 0 46 TESLA MTRS INC COM 88160R101 111 103 SH SOLE 0 0 103 Teva Pharmaceutical Industries Ltd ADR 881624209 4 418 SH SOLE 0 0 418 Thermo Fisher Scientific Inc COM 883556102 12 20 SH SOLE 0 0 20 Truist Finl Corp Com COM 89832Q109 2 30 SH SOLE 0 0 30 UNDER ARMOUR INC. COM 904311107 18 1048 SH SOLE 0 0 1048 UNDER ARMOUR INC-CLASS C COM 904311206 20 1271 SH SOLE 0 0 1271 Union Pacific Corp COM 907818108 14 50 SH SOLE 0 0 50 United Parcel Service Inc UPS COM 911312106 5 25 SH SOLE 0 0 25 UnitedHealth Group Inc COM 91324P102 133 261 SH SOLE 0 0 261 Utilities SPDR ETF ETF 81369Y886 582 7818 SH SOLE 0 0 7818 Valero Energy Corp COM 91913Y100 3 25 SH SOLE 0 0 25 VanEck Vectors Fallen Angel HiYld Bd ETF ETF 92189F437 8 250 SH SOLE 0 0 250 VanEck Vectors Semiconductor ETF ETF 92189F676 1106 4100 SH SOLE 0 0 4100 Vanguard European Stock Index ETF ETF 922042874 10 165 SH SOLE 0 0 165 Vanguard FTSE Developed Markets ETF ETF 921943858 9 194 SH SOLE 0 0 194 Vanguard Global ex-US Real Estate ETF ETF 922042676 10 183 SH SOLE 0 0 183 Vanguard Growth ETF ETF 922908736 3 11 SH SOLE 0 0 11 Vanguard Interm-Term Corp Bd ETF ETF 92206C870 22 256 SH SOLE 0 0 256 Vanguard Mortgage-Backed Secs ETF ETF 92206C771 9 186 SH SOLE 0 0 186 Vanguard REIT ETF ETF 922908553 1765 16291 SH SOLE 0 0 16291 Vanguard Short Term Bond ETF ETF 921937827 5 63 SH SOLE 0 0 63 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 12491 159959 SH SOLE 0 0 159959 Vanguard Total Stock Market ETF ETF 922908769 306 1343 SH SOLE 0 0 1343 Vanguard Value ETF ETF 922908744 61 412 SH SOLE 0 0 412 Verizon Communications Inc COM 92343V104 1516 29751 SH SOLE 0 0 29751 Viatris Inc COM 92556V106 0 15 SH SOLE 0 0 15 Virgin Galactic Holdings Inc COM 92766K106 4 401 SH SOLE 0 0 401 Visa Inc COM 92826C839 120 542 SH SOLE 0 0 542 VISHAY INTERTECHNOLOGY INC COM 928298108 0 15 SH SOLE 0 0 15 VMWare Inc COM 928563402 9 81 SH SOLE 0 0 81 Walgreen Boots Alliance Inc Com COM 931427108 2 37 SH SOLE 0 0 37 Wal-Mart Stores Inc COM 931142103 50 335 SH SOLE 0 0 335 Waste Management Inc COM 94106L109 16 102 SH SOLE 0 0 102 Westinghouse Air Brake Technologies Corp COM 929740108 0 1 SH SOLE 0 0 1 Wheeler Real Estate Investment Trust Inc CV PFD SER 963025309 6 900 SH SOLE 0 0 900 WisdomTree Europe SmallCap Dividend ETF ETF 97717W869 8 115 SH SOLE 0 0 115 WisdomTree India Earnings ETF ETF 97717W422 972 26990 SH SOLE 0 0 26990 WisdomTree Japan Hedged Equity ETF 97717W851 236 3680 SH SOLE 0 0 3680 WisdomTree US Dividend ex-Financials ETF ETF 97717W406 148 1492 SH SOLE 0 0 1492 Wyndham Hotels & Resorts Inc COM 98311A105 2 20 SH SOLE 0 0 20 Xcel Energy Inc COM 98389B100 47 658 SH SOLE 0 0 658 Yamana Gold Inc COM 98462Y100 45 8000 SH SOLE 0 0 8000