Chief Compliance Officer

0001909879-22-000003.txt : 20220815 0001909879-22-000003.hdr.sgml : 20220815 20220812174959 ACCESSION NUMBER: 0001909879-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEST MICHIGAN ADVISORS, LLC CENTRAL INDEX KEY: 0001909879 IRS NUMBER: 854085557 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22214 FILM NUMBER: 221161476 BUSINESS ADDRESS: STREET 1: 320 NORTH 120TH AVENUE STREET 2: SUITE 240 CITY: HOLLAND STATE: MI ZIP: 49424 BUSINESS PHONE: (616) 820-1040 MAIL ADDRESS: STREET 1: 320 NORTH 120TH AVENUE STREET 2: SUITE 240 CITY: HOLLAND STATE: MI ZIP: 49424 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001909879 XXXXXXXX 06-30-2022 06-30-2022 WEST MICHIGAN ADVISORS, LLC

320 NORTH 120TH AVENUE SUITE 240 HOLLAND MI 49424

13F HOLDINGS REPORT 028-22214 N STEPHANIE SMITH Chief Compliance Officer (616) 820-1040 STEPHANIE SMITH HOLLAND MI 08-12-2022 15 115 116439 false 1 NORRIS PERNE AND FRENCH 2 CROSSMARK GLOBAL INVESTMENTS 3 CONFLUENCE INVESTMENT MANAGEMENT 4 EAGLE ASSET MANAGEMENT 5 CLEARBRIDGE DYNAMIC 6 CAPITAL WEALTH PLANNING 7 DEARBORN PARTNERS 8 FRANKLIN TEMPLETON 9 SHELTON CAPITAL 10 ATLANTA CAPITAL MANAGEMENT 11 FREEDOM 12 CONGRESS ASSET MGMT 13 RJ RESEARCH PORTFOLIOS 14 RIVERFRONT 15 WEST END ADVISORS INFORMATION TABLE 2 q2202213fwestmichigan.xml AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF ETF 032108409 10229 304892 SH SOLE 0 0 304892 PACER FDS TRUST METAURUS US LARGE CAP ETF 69374H436 7895 272847 SH SOLE 0 0 272847 INVESCO NASDAQ 100 ETF ETF 46138G649 6308 54753 SH SOLE 0 0 54753 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 5396 53058 SH DFND 11 0 839 52219 FS KKR CAP CORPORATION Closed End Fund 302635206 5392 277643 SH SOLE 0 0 277643 APPLE INCORPORATED Equity 037833100 4924 36014 SH DFND 2,6,5,12,7,4,8,1,13,14,9 0 2963 33051 MICROSOFT CORPORATION Equity 594918104 3359 13080 SH DFND 6,3,5,12,7,4,8,1,13,14 0 2261 10819 HUNTINGTON BANCSHARES INCORPORATED Equity 446150104 3152 262046 SH SOLE 0 0 262046 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW ETF 922908363 3146 9068 SH DFND 11 0 3116 5952 PACER US SMALL CAP CASH COWS 100 ETF ETF 69374H857 2779 82502 SH SOLE 0 0 82502 FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND ETF 33939L407 2638 66499 SH SOLE 0 0 66499 ISHARES TR CORE S&P SCP ETF ETF 464287804 1969 21309 SH DFND 11 0 435 20874 DEVON ENERGY CORPORATION NEW Equity 25179M103 1766 32051 SH DFND 13 0 198 31853 VERIZON COMMUNICATIONS INCORPORATED Equity 92343V104 1625 32012 SH DFND 2,6,5,7,4,8,13 0 1722 30290 MARATHON PETE CORPORATION Equity 56585A102 1605 19521 SH DFND 6,13 0 628 18893 NVIDIA CORPORATION Equity 67066G104 1566 10329 SH DFND 5,12,4 0 120 10209 UNION PAC CORPORATION Equity 907818108 1542 7229 SH DFND 5,7,4,8,13 0 454 6775 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1481 7851 SH SOLE 0 0 7851 CHUBB LIMITED Equity H1467J104 1450 7378 SH DFND 3,13 0 221 7157 MERCK & COMPANY INCORPORATED Equity 58933Y105 1422 15601 SH DFND 2,6,7,4,8,13 0 2555 13046 AMAZON COM INCORPORATED Equity 023135106 1371 12908 SH DFND 5,12,4,8,1,14 0 1348 11560 JOHNSON & JOHNSON Equity 478160104 1364 7686 SH DFND 6,5,8,13 0 578 7108 JPMORGAN CHASE & COMPANY Equity 46625H100 1343 11930 SH DFND 2,6,5,4,8,13 0 872 11058 HOME DEPOT INCORPORATED Equity 437076102 1312 4783 SH DFND 6,3,5,12,7,4,8,1,13 0 1390 3393 ISHARES TR CORE US AGGBD ET ETF 464287226 1271 12499 SH DFND 11 0 5360 7139 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 1239 24726 SH SOLE 0 0 24726 ISHARES TR RUS 1000 GRW ETF ETF 464287614 1197 5473 SH DFND 11 0 10 5463 CISCO SYSTEMS INCORPORATED Equity 17275R102 1081 25345 SH DFND 2,6,5,4,8,13 0 2672 22673 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP ETF 78468R739 1074 22719 SH DFND 11 0 271 22448 ISHARES TR RUS 1000 VAL ETF ETF 464287598 1069 7372 SH DFND 11 0 18 7354 MOTOROLA SOLUTIONS INCORPORATED COM NEW Equity 620076307 990 4725 SH DFND 4,1,13 0 858 3867 EATON CORPORATION PLC SHS Equity G29183103 922 7317 SH DFND 5,12,4,8,13 0 527 6790 PFIZER INCORPORATED Equity 717081103 912 17401 SH DFND 5,4,8 0 275 17126 WALMART INCORPORATED Equity 931142103 878 7220 SH DFND 2,5,4,8,13,14 0 353 6867 ISHARES TR MSCI USA MIN VOL ETF 46429B697 852 12136 SH DFND 11 0 5439 6697 GENTEX CORPORATION Equity 371901109 845 30218 SH SOLE 0 0 30218 MEDTRONIC PLC SHS Equity G5960L103 837 9326 SH DFND 2,3,5,4,8,13 0 1135 8191 RAYMOND JAMES FINL INCORPORATED Equity 754730109 833 9321 SH SOLE 0 0 9321 LILLY ELI & COMPANY Equity 532457108 815 2515 SH DFND 12,4 0 12 2503 COMCAST CORPORATION NEW CLASS A Equity 20030N101 797 20315 SH DFND 2,5,4,8,13 0 2251 18064 ABBVIE INCORPORATED Equity 00287Y109 773 5050 SH DFND 5,7,4,14 0 744 4306 CME GROUP INCORPORATED Equity 12572Q105 769 3755 SH DFND 5,12,4,8,13 0 230 3525 AIR PRODUCTS & CHEMICALS INCORPORATED Equity 009158106 768 3194 SH DFND 3,5,7,8,13 0 312 2882 PROCTER AND GAMBLE COMPANY Equity 742718109 720 5005 SH DFND 6,3,5,12,4,8 0 1246 3759 UNITEDHEALTH GROUP INCORPORATED Equity 91324P102 664 1293 SH DFND 6,5,12,4,8,14 0 421 872 QUALCOMM INCORPORATED Equity 747525103 653 5114 SH DFND 2,7,4 0 392 4722 MCDONALDS CORPORATION Equity 580135101 640 2592 SH DFND 6,3,7,4,1 0 1295 1297 CHEVRON CORPORATION NEW Equity 166764100 627 4331 SH DFND 6,3,12,4 0 1192 3139 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 602 12064 SH DFND 4,11 0 1630 10434 BROADCOM INCORPORATED Equity 11135F101 601 1237 SH DFND 5,4,8,13 0 226 1011 ISHARES TR CORE MSCI EAFE ETF 46432F842 549 9335 SH DFND 11,14 0 3347 5988 FIRST TRUST CAPITAL STRENGTH ETF ETF 33733E104 519 7418 SH SOLE 0 0 7418 ABBOTT LABS Equity 002824100 512 4713 SH DFND 2,12,7,4,1 0 1943 2770 MILLERKNOLL INCORPORATED Equity 600544100 488 18559 SH SOLE 0 0 18559 NEXTERA ENERGY INCORPORATED Equity 65339F101 475 6132 SH DFND 2,5,7,4,8 0 1702 4430 ALPHABET INCORPORATED CAP STK CLASS C Equity 02079K107 466 213 SH DFND 10,4 0 9 204 INVESCO QQQ Stock 46090E103 432 1542 SH DFND 14 0 36 1506 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 430 10550 SH SOLE 0 0 10550 VANGUARD MORTGAGE-BACKED SECURITIES ETF ETF 92206C771 418 8743 SH DFND 4 0 6926 1817 META PLATFORMS INCORPORATED CLASS A Equity 30303M102 418 2593 SH DFND 5,4,14 0 119 2474 PEPSICO INCORPORATED Equity 713448108 415 2489 SH DFND 3,5,12,4,8 0 580 1909 ALPHABET INCORPORATED CAP STK CLASS A Equity 02079K305 414 190 SH DFND 5,12,4,8,1 0 77 113 FLEXSHARES QUALITY DIVIDEND INDEX FUND ETF 33939L860 394 7763 SH SOLE 0 0 7763 VISA INCORPORATED COM CLASS A Equity 92826C839 393 1994 SH DFND 10,6,5,12,4,8 0 578 1416 BRISTOL-MYERS SQUIBB COMPANY Equity 110122108 392 5088 SH DFND 4,1 0 2580 2508 ISHARES TR 1 3 YR TREAS BD ETF 464287457 386 4661 SH DFND 4 0 4486 175 COCA COLA COMPANY Equity 191216100 368 5857 SH DFND 2,5,4,8,9 0 1666 4191 RAYTHEON TECHNOLOGIES CORPORATION Equity 75513E101 362 3768 SH DFND 2,3,5,4,8,9 0 1701 2067 BEST BUY INCORPORATED Equity 086516101 359 5505 SH DFND 13 0 69 5436 S&P GLOBAL INCORPORATED Equity 78409V104 355 1052 SH DFND 3,5,7 0 229 823 COSTCO WHOLESALE CORPORATION NEW Equity 22160K105 353 737 SH DFND 12,7,4,1 0 540 197 DARDEN RESTAURANTS INCORPORATED Equity 237194105 347 3069 SH DFND 12,13 0 71 2998 MARATHON OIL CORPORATION Equity 565849106 346 15393 SH DFND 4 0 62 15331 COMPASS DIVERSIFIED SH BEN INT Equity 20451Q104 340 15895 SH SOLE 0 0 15895 ALLSTATE CORPORATION Equity 020002101 340 2857 SH DFND 4 0 672 2185 STRYKER CORPORATION Equity 863667101 331 1662 SH DFND 3,5,12,7 0 336 1326 ISHARES TR ISHS 1-5YR INVS ETF 464288646 316 6246 SH DFND 4 0 4975 1271 COHEN & STEERS REIT & PREFERRED & IN Closed End Fund 19247X100 313 14687 SH SOLE 0 0 14687 FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 312 6454 SH SOLE 0 0 6454 BK OF AMERICA CORPORATION Equity 060505104 309 9936 SH DFND 2,5,12,4,8,9 0 1092 8844 UNITED PARCEL SERVICE INCORPORATED CLASS B Equity 911312106 306 1676 SH DFND 6,5,7,4,8 0 794 882 ISHARES TR ISHS 5-10YR INVT ETF 464288638 284 5564 SH DFND 4 0 4623 941 CATERPILLAR INCORPORATED Equity 149123101 281 2042 SH DFND 12,14 0 23 2019 SPDR GOLD SHARES ETF 78463V107 279 1654 SH SOLE 0 0 1654 CVS HEALTH CORPORATION Equity 126650100 266 2874 SH DFND 2,4 0 209 2665 ISHARES TR PFD AND INCM SEC ETF 464288687 259 7863 SH SOLE 0 0 7863 ILLINOIS TOOL WKS INCORPORATED Equity 452308109 253 1389 SH DFND 3,7,1 0 1032 357 GENERAL ELECTRIC COMPANY COM NEW Equity 369604301 252 3952 SH SOLE 0 0 3952 AUTOMATIC DATA PROCESSING INCORPORATED Equity 053015103 250 1189 SH DFND 5,7,4,8 0 488 701 FIRST TR ENHANCED EQUITY INCOM Closed End Fund 337318109 249 15231 SH SOLE 0 0 15231 PNC FINL SVCS GROUP INCORPORATED Equity 693475105 249 1580 SH DFND 5,4,8 0 360 1220 DUKE ENERGY CORPORATION NEW COM NEW Equity 26441C204 241 2248 SH DFND 6 0 445 1803 INTERNATIONAL BUSINESS MACHINES Equity 459200101 236 1675 SH SOLE 0 0 1675 ISHARES TR SHRT NAT MUN ETF ETF 464288158 232 2212 SH DFND 4 0 1910 302 SALESFORCE INCORPORATED Equity 79466L302 229 1387 SH DFND 5,4 0 57 1330 PROSHARES ULTRA S&P500 ETF 74347R107 225 5000 SH SOLE 0 0 5000 NXP SEMICONDUCTORS N V Equity N6596X109 222 1497 SH DFND 12 0 15 1482 EXXON MOBIL CORPORATION Equity 30231G102 220 2574 SH DFND 2,5,7,4,8 0 875 1699 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 218 3940 SH DFND 14 0 135 3805 AT&T INCORPORATED Equity 00206R102 212 10091 SH DFND 4 0 112 9979 ISHARES TR RUS 2000 VAL ETF ETF 464287630 212 1556 SH SOLE 0 0 1556 ISHARES TR RUS 2000 GRW ETF ETF 464287648 209 1013 SH SOLE 0 0 1013 DOLLAR TREE INCORPORATED Equity 256746108 205 1313 SH DFND 1 0 1309 4 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 203 6229 SH SOLE 0 0 6229 INTEL CORPORATION Equity 458140100 202 5390 SH DFND 2,5,8 0 859 4531 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 202 2685 SH DFND 5 0 86 2599 AMGEN INCORPORATED Equity 031162100 201 828 SH SOLE 0 0 828 SPDR S&P 500 ETF ETF 78462F103 200 530 SH SOLE 0 0 530 BLACKROCK MUNIYIELD MICH QU Closed End Fund 09254V105 165 12585 SH SOLE 0 0 12585 EATON VANCE TAX-MANAGED GLOBAL Closed End Fund 27829C105 132 15865 SH SOLE 0 0 15865 ALLSPRING INCOME OPPORTUNIT INC OPPTY FD Closed End Fund 94987B105 78 12000 SH SOLE 0 0 12000 ABRDN AUSTRALIA EQUITY FD INCORPORATED Closed End Fund 003011103 52 11179 SH SOLE 0 0 11179 YATRA ONLINE INCORPORATED ORD SHS Equity G98338109 45 20000 SH SOLE 0 0 20000 ZOMEDICA CORPORATION Equity 98980M109 28 126000 SH SOLE 0 0 126000 EDGIO INCORPORATED Equity 53261M104 27 11857 SH SOLE 0 0 11857