0001104659-22-055144.txt : 20220503
0001104659-22-055144.hdr.sgml : 20220503
20220503125454
ACCESSION NUMBER: 0001104659-22-055144
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220503
DATE AS OF CHANGE: 20220503
EFFECTIVENESS DATE: 20220503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CWS Financial Advisors, LLC
CENTRAL INDEX KEY: 0001802459
IRS NUMBER: 464489410
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20009
FILM NUMBER: 22885611
BUSINESS ADDRESS:
STREET 1: 405 WEST MICHIGAN AVENUE
STREET 2: SUITE 110
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
BUSINESS PHONE: (269) 349-4600
MAIL ADDRESS:
STREET 1: 405 WEST MICHIGAN AVENUE
STREET 2: SUITE 110
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001802459
XXXXXXXX
03-31-2022
03-31-2022
false
CWS Financial Advisors, LLC
405 West Michigan Avenue
Suite 110
Kalamazoo
MI
49007
13F HOLDINGS REPORT
028-20009
N
Cory Wietfeldt
Chief Compliance Officer
269-349-4600
/s/ Cory Wietfeldt
Kalamazoo
MI
05-03-2022
0
153
264766
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
737
4952
SH
SOLE
0
0
4952
ABBOTT LABS
COM
002824100
903
7628
SH
SOLE
0
0
7628
ABBVIE INC
COM
00287Y109
1080
6661
SH
SOLE
0
0
6661
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
420
1246
SH
SOLE
0
0
1246
AIR PRODS & CHEMS INC
COM
009158106
391
1566
SH
SOLE
0
0
1566
ALLIANCEBERNSTEIN GLOBAL HIG
COM
01879R106
134
11955
SH
SOLE
0
0
11955
ALLIANT ENERGY CORP
COM
018802108
239
3822
SH
SOLE
0
0
3822
ALPHABET INC
CAP STK CL A
02079K305
810
291
SH
SOLE
0
0
291
ALPHABET INC
CAP STK CL C
02079K107
536
192
SH
SOLE
0
0
192
ALTRIA GROUP INC
COM
02209S103
824
15763
SH
SOLE
0
0
15763
AMAZON COM INC
COM
023135106
1092
335
SH
SOLE
0
0
335
AMERICAN ELEC PWR CO INC
COM
025537101
241
2420
SH
SOLE
0
0
2420
AMERICAN WTR WKS CO INC NEW
COM
030420103
275
1663
SH
SOLE
0
0
1663
AMGEN INC
COM
031162100
372
1538
SH
SOLE
0
0
1538
ANALOG DEVICES INC
COM
032654105
974
5898
SH
SOLE
0
0
5898
APPLE INC
COM
037833100
10911
62489
SH
SOLE
0
0
62489
ARES CAPITAL CORP
COM
04010L103
504
24065
SH
SOLE
0
0
24065
AT&T INC
COM
00206R102
752
31813
SH
SOLE
0
0
31813
AUTOMATIC DATA PROCESSING IN
COM
053015103
201
883
SH
SOLE
0
0
883
BECTON DICKINSON & CO
COM
075887109
549
2065
SH
SOLE
0
0
2065
BERKLEY W R CORP
COM
084423102
392
5891
SH
SOLE
0
0
5891
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1001
2836
SH
SOLE
0
0
2836
BOEING CO
COM
097023105
416
2174
SH
SOLE
0
0
2174
BRISTOL-MYERS SQUIBB CO
COM
110122108
797
10916
SH
SOLE
0
0
10916
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
913
5864
SH
SOLE
0
0
5864
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
257
4536
SH
SOLE
0
0
4536
BROOKFIELD INFRASTRUCTURE CO
COM SB VTG SHS A
11275Q107
735
9737
SH
SOLE
0
0
9737
BROWN & BROWN INC
COM
115236101
469
6487
SH
SOLE
0
0
6487
CATERPILLAR INC
COM
149123101
303
1360
SH
SOLE
0
0
1360
CHEVRON CORP NEW
COM
166764100
2819
17311
SH
SOLE
0
0
17311
CHUBB LIMITED
COM
H1467J104
1023
4782
SH
SOLE
0
0
4782
CISCO SYS INC
COM
17275R102
1172
21014
SH
SOLE
0
0
21014
CIVISTA BANCSHARES INC
COM NO PAR
178867107
644
26716
SH
SOLE
0
0
26716
CLARIVATE PLC
ORD SHS
G21810109
188
11198
SH
SOLE
0
0
11198
CLOROX CO DEL
COM
189054109
200
1441
SH
SOLE
0
0
1441
COCA COLA CO
COM
191216100
655
10570
SH
SOLE
0
0
10570
COGNEX CORP
COM
192422103
265
3435
SH
SOLE
0
0
3435
COLGATE PALMOLIVE CO
COM
194162103
889
11729
SH
SOLE
0
0
11729
COMMERCE BANCSHARES INC
COM
200525103
248
3470
SH
SOLE
0
0
3470
COMPUGEN LTD
ORD
M25722105
32
10000
SH
SOLE
0
0
10000
CONOCOPHILLIPS
COM
20825C104
735
7353
SH
SOLE
0
0
7353
COSTCO WHSL CORP NEW
COM
22160K105
506
879
SH
SOLE
0
0
879
CULLEN FROST BANKERS INC
COM
229899109
292
2112
SH
SOLE
0
0
2112
DEERE & CO
COM
244199105
242
583
SH
SOLE
0
0
583
DIAGEO PLC
SPON ADR NEW
25243Q205
1012
4982
SH
SOLE
0
0
4982
DIGITAL RLTY TR INC
COM
253868103
728
5132
SH
SOLE
0
0
5132
DISNEY WALT CO
COM
254687106
889
6484
SH
SOLE
0
0
6484
DONALDSON INC
COM
257651109
200
3860
SH
SOLE
0
0
3860
DOW INC
COM
260557103
818
12841
SH
SOLE
0
0
12841
DUKE ENERGY CORP NEW
COM NEW
26441C204
558
4996
SH
SOLE
0
0
4996
EATON CORP PLC
SHS
G29183103
272
1793
SH
SOLE
0
0
1793
EDWARDS LIFESCIENCES CORP
COM
28176E108
761
6462
SH
SOLE
0
0
6462
EMERSON ELEC CO
COM
291011104
245
2495
SH
SOLE
0
0
2495
ENTERGY CORP NEW
COM
29364G103
684
5862
SH
SOLE
0
0
5862
EXPEDITORS INTL WASH INC
COM
302130109
238
2310
SH
SOLE
0
0
2310
EXXON MOBIL CORP
COM
30231G102
2376
28767
SH
SOLE
0
0
28767
FASTENAL CO
COM
311900104
1288
21686
SH
SOLE
0
0
21686
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
694
14209
SH
SOLE
0
0
14209
FIDELITY NATL INFORMATION SV
COM
31620M106
228
2275
SH
SOLE
0
0
2275
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
312
4195
SH
SOLE
0
0
4195
GENERAL DYNAMICS CORP
COM
369550108
566
2347
SH
SOLE
0
0
2347
GILEAD SCIENCES INC
COM
375558103
534
8987
SH
SOLE
0
0
8987
GRACO INC
COM
384109104
952
13648
SH
SOLE
0
0
13648
HERSHEY CO
COM
427866108
339
1563
SH
SOLE
0
0
1563
HOME DEPOT INC
COM
437076102
1560
5212
SH
SOLE
0
0
5212
ILLINOIS TOOL WKS INC
COM
452308109
685
3270
SH
SOLE
0
0
3270
INTEL CORP
COM
458140100
283
5706
SH
SOLE
0
0
5706
INTERNATIONAL BUSINESS MACHS
COM
459200101
1173
9022
SH
SOLE
0
0
9022
ISHARES INC
CORE MSCI EMKT
46434G103
737
13268
SH
SOLE
0
0
13268
ISHARES TR
CORE S&P500 ETF
464287200
2369
5222
SH
SOLE
0
0
5222
ISHARES TR
CORE MSCI EAFE
46432F842
2307
33183
SH
SOLE
0
0
33183
ISHARES TR
CORE S&P SCP ETF
464287804
1248
11569
SH
SOLE
0
0
11569
ISHARES TR
CORE S&P MCP ETF
464287507
949
3537
SH
SOLE
0
0
3537
ISHARES TR
MSCI USA ESG SLC
464288802
467
4826
SH
SOLE
0
0
4826
ISHARES TR
S&P 500 GRWT ETF
464287309
457
5987
SH
SOLE
0
0
5987
ISHARES TR
S&P 500 VAL ETF
464287408
403
2588
SH
SOLE
0
0
2588
ISHARES TR
ESG AWARE MSCI
46435U663
251
6600
SH
SOLE
0
0
6600
JOHNSON & JOHNSON
COM
478160104
1278
7213
SH
SOLE
0
0
7213
JPMORGAN CHASE & CO
COM
46625H100
937
6871
SH
SOLE
0
0
6871
KELLOGG CO
COM
487836108
454
7042
SH
SOLE
0
0
7042
KINDER MORGAN INC DEL
COM
49456B101
564
29804
SH
SOLE
0
0
29804
L3HARRIS TECHNOLOGIES INC
COM
502431109
229
920
SH
SOLE
0
0
920
LILLY ELI & CO
COM
532457108
490
1712
SH
SOLE
0
0
1712
LINDE PLC
SHS
G5494J103
1257
3934
SH
SOLE
0
0
3934
LOCKHEED MARTIN CORP
COM
539830109
1498
3394
SH
SOLE
0
0
3394
LOWES COS INC
COM
548661107
344
1700
SH
SOLE
0
0
1700
M & T BK CORP
COM
55261F104
212
1253
SH
SOLE
0
0
1253
MARATHON PETE CORP
COM
56585A102
387
4526
SH
SOLE
0
0
4526
MARKEL CORP
COM
570535104
205
139
SH
SOLE
0
0
139
MARTIN MARIETTA MATLS INC
COM
573284106
279
725
SH
SOLE
0
0
725
MASTERCARD INCORPORATED
CL A
57636Q104
847
2369
SH
SOLE
0
0
2369
MCDONALDS CORP
COM
580135101
2903
11740
SH
SOLE
0
0
11740
MEDTRONIC PLC
SHS
G5960L103
294
2650
SH
SOLE
0
0
2650
MERCK & CO. INC
COM
58933Y105
258
3142
SH
SOLE
0
0
3142
MGE ENERGY INC
COM
55277P104
210
2633
SH
SOLE
0
0
2633
MICROSOFT CORP
COM
594918104
8281
26859
SH
SOLE
0
0
26859
NEW JERSEY RES CORP
COM
646025106
263
5744
SH
SOLE
0
0
5744
NEXTERA ENERGY INC
COM
65339F101
1006
11881
SH
SOLE
0
0
11881
NIKE INC
CL B
654106103
397
2951
SH
SOLE
0
0
2951
NORDSON CORP
COM
655663102
418
1842
SH
SOLE
0
0
1842
NORFOLK SOUTHN CORP
COM
655844108
311
1089
SH
SOLE
0
0
1089
NORTHERN TR CORP
COM
665859104
943
8094
SH
SOLE
0
0
8094
NXP SEMICONDUCTORS N V
COM
N6596X109
437
2361
SH
SOLE
0
0
2361
ORACLE CORP
COM
68389X105
496
5994
SH
SOLE
0
0
5994
PARKER-HANNIFIN CORP
COM
701094104
270
950
SH
SOLE
0
0
950
PAYCHEX INC
COM
704326107
1490
10919
SH
SOLE
0
0
10919
PAYPAL HLDGS INC
COM
70450Y103
250
2163
SH
SOLE
0
0
2163
PEPSICO INC
COM
713448108
3431
20499
SH
SOLE
0
0
20499
PFIZER INC
COM
717081103
1681
32480
SH
SOLE
0
0
32480
PHILIP MORRIS INTL INC
COM
718172109
1006
10713
SH
SOLE
0
0
10713
PHILLIPS 66
COM
718546104
240
2773
SH
SOLE
0
0
2773
PIMCO ETF TR
INTER MUN BD ACT
72201R866
358
6762
SH
SOLE
0
0
6762
POLARIS INC
COM
731068102
924
8776
SH
SOLE
0
0
8776
PPG INDS INC
COM
693506107
205
1561
SH
SOLE
0
0
1561
PRICE T ROWE GROUP INC
COM
74144T108
245
1621
SH
SOLE
0
0
1621
PROCTER AND GAMBLE CO
COM
742718109
2419
15828
SH
SOLE
0
0
15828
PROGRESSIVE CORP
COM
743315103
1051
9224
SH
SOLE
0
0
9224
PRUDENTIAL FINL INC
COM
744320102
340
2874
SH
SOLE
0
0
2874
QUALCOMM INC
COM
747525103
227
1482
SH
SOLE
0
0
1482
RAYONIER INC
COM
754907103
707
17185
SH
SOLE
0
0
17185
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
599
6046
SH
SOLE
0
0
6046
REALTY INCOME CORP
COM
756109104
274
3955
SH
SOLE
0
0
3955
ROCKWELL AUTOMATION INC
COM
773903109
243
867
SH
SOLE
0
0
867
S&P GLOBAL INC
COM
78409V104
303
739
SH
SOLE
0
0
739
SCHWAB CHARLES CORP
COM
808513105
288
3421
SH
SOLE
0
0
3421
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
1448
23845
SH
SOLE
0
0
23845
SL GREEN RLTY CORP
COM
78440X804
555
6831
SH
SOLE
0
0
6831
SNAP ON INC
COM
833034101
922
4488
SH
SOLE
0
0
4488
SOUTHERN CO
COM
842587107
1764
24323
SH
SOLE
0
0
24323
STARBUCKS CORP
COM
855244109
744
8182
SH
SOLE
0
0
8182
STRYKER CORPORATION
COM
863667101
77389
289466
SH
SOLE
0
0
289466
TARGET CORP
COM
87612E106
328
1544
SH
SOLE
0
0
1544
THERMO FISHER SCIENTIFIC INC
COM
883556102
282
477
SH
SOLE
0
0
477
TJX COS INC NEW
COM
872540109
389
6417
SH
SOLE
0
0
6417
UNION PAC CORP
COM
907818108
328
1200
SH
SOLE
0
0
1200
UNITED PARCEL SERVICE INC
CL B
911312106
353
1648
SH
SOLE
0
0
1648
UNITEDHEALTH GROUP INC
COM
91324P102
443
869
SH
SOLE
0
0
869
US BANCORP DEL
COM NEW
902973304
616
11597
SH
SOLE
0
0
11597
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
376
4724
SH
SOLE
0
0
4724
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
34565
208649
SH
SOLE
0
0
208649
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
11380
27409
SH
SOLE
0
0
27409
VANGUARD INDEX FDS
GROWTH ETF
922908736
3573
12423
SH
SOLE
0
0
12423
VANGUARD INDEX FDS
VALUE ETF
922908744
3439
23269
SH
SOLE
0
0
23269
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2718
11938
SH
SOLE
0
0
11938
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1931
9088
SH
SOLE
0
0
9088
VANGUARD INDEX FDS
MID CAP ETF
922908629
440
1852
SH
SOLE
0
0
1852
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2252
13889
SH
SOLE
0
0
13889
VANGUARD STAR FDS
VG TL INTL STK F
921909768
8948
149779
SH
SOLE
0
0
149779
VERIZON COMMUNICATIONS INC
COM
92343V104
898
17637
SH
SOLE
0
0
17637
VIEWRAY INC
COM
92672L107
68
17329
SH
SOLE
0
0
17329
WALMART INC
COM
931142103
1460
9803
SH
SOLE
0
0
9803
WEYERHAEUSER CO MTN BE
COM NEW
962166104
831
21930
SH
SOLE
0
0
21930
ZOETIS INC
CL A
98978V103
856
4540
SH
SOLE
0
0
4540