0001827261-21-000010.txt : 20211104 0001827261-21-000010.hdr.sgml : 20211104 20211104164534 ACCESSION NUMBER: 0001827261-21-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211104 DATE AS OF CHANGE: 20211104 EFFECTIVENESS DATE: 20211104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IAG Wealth Partners, LLC CENTRAL INDEX KEY: 0001827261 IRS NUMBER: 271506963 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20688 FILM NUMBER: 211380614 BUSINESS ADDRESS: STREET 1: N19W24200 RIVERWOOD DRIVE STREET 2: SUITE 150 CITY: WAUKESHA STATE: WI ZIP: 53188 BUSINESS PHONE: 262-446-8150 MAIL ADDRESS: STREET 1: N19W24200 RIVERWOOD DRIVE STREET 2: SUITE 150 CITY: WAUKESHA STATE: WI ZIP: 53188 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001827261 XXXXXXXX 09-30-2021 09-30-2021 IAG Wealth Partners, LLC

N19W24200 RIVERWOOD DRIVE SUITE 150 WAUKESHA WI 53188

13F HOLDINGS REPORT 028-20688 N Jennifer Von Ruden 262-446-8150 Jennifer Von Ruden Waukesha WI 11-04-2021 0 391 281087 false INFORMATION TABLE 2 iag13f-2021q3.xml IAG 13F Q3 2021 3M COMPANY Common Stock 88579Y101 75 426 SH SOLE 0 0 426 ABBOTT LABORATORIES Common Stock 002824100 44 371 SH SOLE 0 0 371 ABBVIE INC Common Stock 00287Y109 75 687 SH SOLE 0 0 687 ACCO BRANDS Common Stock 00081T108 1 18 SH SOLE 0 0 18 ADOBE INC Common Stock 00724F101 15 25 SH SOLE 0 0 25 ADVANCE AUTO Common Stock 00751Y106 11 50 SH SOLE 0 0 50 ADVANCED MICRO Common Stock 007903107 8 76 SH SOLE 0 0 76 AIRBNB INC Common Stock 009066101 11 60 SH SOLE 0 0 60 ALBEMARLE CORP Common Stock 012653101 7 28 SH SOLE 0 0 28 ALIBABA GROUP Common Stock 01609W102 31 203 SH SOLE 0 0 203 ALLISON TRANSMISSION Common Stock 01973R101 6 150 SH SOLE 0 0 150 ALPHABET INC Common Stock 02079K107 14 5 SH SOLE 0 0 5 ALPHABET INC Common Stock 02079K305 33 12 SH SOLE 0 0 12 ALTRIA GROUP Common Stock 02209S103 169 3697 SH SOLE 0 0 3697 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922042866 10 123 SH SOLE 0 0 123 VANGUARD FTSE MF Closed and MF Open 922042874 11 160 SH SOLE 0 0 160 VANGUARD GROWTH MF Closed and MF Open 922908736 63 214 SH SOLE 0 0 214 VANGUARD INFORMATION MF Closed and MF Open 92204A702 7 17 SH SOLE 0 0 17 VANGUARD MID MF Closed and MF Open 922908538 13 52 SH SOLE 0 0 52 VANGUARD MID MF Closed and MF Open 922908629 32 135 SH SOLE 0 0 135 VANGUARD MUNICIPAL MF Closed and MF Open 922907746 15 263 SH SOLE 0 0 263 VANGUARD REAL MF Closed and MF Open 922908553 27 260 SH SOLE 0 0 260 VANGUARD RUSSELL MF Closed and MF Open 92206C730 32 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 85 213 SH SOLE 0 0 213 VANGUARD SMALL MF Closed and MF Open 922908595 23 80 SH SOLE 0 0 80 VANGUARD SMALL MF Closed and MF Open 922908611 22 125 SH SOLE 0 0 125 VANGUARD SMALL MF Closed and MF Open 922908751 154 701 SH SOLE 0 0 701 VANGUARD TOTAL MF Closed and MF Open 921937835 10 111 SH SOLE 0 0 111 VANGUARD TOTAL MF Closed and MF Open 92203J407 3 50 SH SOLE 0 0 50 VANGUARD TOTAL MF Closed and MF Open 922908769 1475 6642 SH SOLE 0 0 6642 VANGUARD VALUE MF Closed and MF Open 922908744 73 535 SH SOLE 0 0 535 VERIZON COMMUNICATIONS Common Stock 92343V104 71 1312 SH SOLE 0 0 1312 VIATRIS INC Common Stock 92556V106 1 43 SH SOLE 0 0 43 VICTORYSHARES US MF Closed and MF Open 92647N873 124 2142 SH SOLE 0 0 2142 VISA INC Common Stock 92826C839 43 192 SH SOLE 0 0 192 W P CAREY Common Stock 92936U109 170 2315 SH SOLE 0 0 2315 WALGREENS BOOTS Common Stock 931427108 3 50 SH SOLE 0 0 50 WALMART INC Common Stock 931142103 14 94 SH SOLE 0 0 94 WALT DISNEY Common Stock 254687106 30 174 SH SOLE 0 0 174 WASTE CONNECTIONS Common Stock 94106B101 7 50 SH SOLE 0 0 50 WASTE MANAGEMENT Common Stock 94106L109 36 235 SH SOLE 0 0 235 WATERSTONE FINANCIAL Common Stock 94188P101 12 549 SH SOLE 0 0 549 WATTS WATER Common Stock 942749102 17 100 SH SOLE 0 0 100 WEC ENERGY Common Stock 92939U106 170 1923 SH SOLE 0 0 1923 WELLTOWER INC Common Stock 95040Q104 58 700 SH SOLE 0 0 700 WENDYS CO Common Stock 95058W100 1 27 SH SOLE 0 0 27 WESTERN ASSET MF Closed and MF Open 95766M105 42 3143 SH SOLE 0 0 3143 WHEATON PRECIOUS Common Stock 962879102 53 1395 SH SOLE 0 0 1395 WISDOMTREE DEFA MF Closed and MF Open 97717W703 77 1445 SH SOLE 0 0 1445 WISDOMTREE EMERGING MF Closed and MF Open 97717X578 257 6861 SH SOLE 0 0 6861 WISDOMTREE INTL MF Closed and MF Open 97717W760 951 12799 SH SOLE 0 0 12799 WISDOMTREE TRUST MF Closed and MF Open 97717X594 81 1871 SH SOLE 0 0 1871 WISDOMTREE U S MF Closed and MF Open 97717W109 35 298 SH SOLE 0 0 298 WISDOMTREE U S MF Closed and MF Open 97717W307 16943 142029 SH SOLE 0 0 142029 WISDOMTREE U S MF Closed and MF Open 97717W505 14192 342375 SH SOLE 0 0 342375 WISDOMTREE U S MF Closed and MF Open 97717W604 2030 65817 SH SOLE 0 0 65817 WISDOMTREE YIELD MF Closed and MF Open 97717X511 610 11737 SH SOLE 0 0 11737 WORLD WRESTLING Common Stock 98156Q108 12 200 SH SOLE 0 0 200 X TRACKERS MF Closed and MF Open 233051143 23 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 481 12728 SH SOLE 0 0 12728 XILINX INC Common Stock 983919101 8 48 SH SOLE 0 0 48 YUM BRANDS INC Common Stock 988498101 22 178 SH SOLE 0 0 178 ZIMMER BIOMET Common Stock 98956P102 6 40 SH SOLE 0 0 40 ZOOM VIDEO Common Stock 98980L101 6 20 SH SOLE 0 0 20 ZTO EXPRESS Common Stock 98980A105 3 75 SH SOLE 0 0 75 ZYNGA INC Common Stock 98986T108 3 300 SH SOLE 0 0 300