0001891240-22-000001.txt : 20220210
0001891240-22-000001.hdr.sgml : 20220210
20220210125005
ACCESSION NUMBER: 0001891240-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220210
DATE AS OF CHANGE: 20220210
EFFECTIVENESS DATE: 20220210
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Independent Wealth Network Inc.
CENTRAL INDEX KEY: 0001891240
IRS NUMBER: 821277255
STATE OF INCORPORATION: IA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21395
FILM NUMBER: 22612653
BUSINESS ADDRESS:
STREET 1: 2350 NW 128TH ST.
CITY: URBANDALE
STATE: IA
ZIP: 50323
BUSINESS PHONE: 515-461-5123
MAIL ADDRESS:
STREET 1: 2350 NW 128TH ST.
CITY: URBANDALE
STATE: IA
ZIP: 50323
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001891240
XXXXXXXX
12-31-2021
12-31-2021
Independent Wealth Network Inc.
2350 NW 128TH ST.
URBANDALE
IA
50323
13F HOLDINGS REPORT
028-21395
N
Art Dinkin
President & Chief Compliance Officer
515-461-5123
Art Dinkin
Urbandale
IA
02-10-2022
0
224
162483
false
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COM
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3054
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COM
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100
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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MSCI AC ASIA ETF
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CRE U S REIT ETF
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FLTG RATE NT ETF
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MSCI GBL MULTIFC
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14396
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MSCI USA SMCP MN
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GSCI CMDTY STGY
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BLACKROCK ST MAT
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JPMORGAN DIVER
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ULTRA SHRT INC
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COM
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4640
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JPMORGAN CHASE & CO
COM
46625H100
805
5083
SH
SOLE
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0
0
5083
KAYNE ANDERSON ENERGY INFRST
COM
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259
33253
SH
SOLE
0
0
0
33253
KROGER CO
COM
501044101
623
13765
SH
SOLE
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0
13765
LATTICE STRATEGIES TR
HARTFORD MLT SML
518416508
654
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SH
SOLE
0
0
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16125
LOWES COS INC
COM
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279
1081
SH
SOLE
0
0
0
1081
LUMEN TECHNOLOGIES INC
COM
550241103
152
12102
SH
SOLE
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0
0
12102
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COM
554382101
203
11721
SH
SOLE
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0
11721
MASTERCARD INCORPORATED
CL A
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789
SH
SOLE
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0
0
789
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CL A
57636Q104
38
100
SH
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SOLE
0
0
0
100
MCDONALDS CORP
COM
580135101
242
901
SH
SOLE
0
0
0
901
MERCK & CO INC
COM
58933Y105
265
3457
SH
SOLE
0
0
0
3457
META PLATFORMS INC
CL A
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3102
SH
SOLE
0
0
0
3102
MICROSOFT CORP
COM
594918104
31
100
SH
Call
SOLE
0
0
0
100
MICROSOFT CORP
COM
594918104
62
200
SH
Call
SOLE
0
0
0
200
MICROSOFT CORP
COM
594918104
62
200
SH
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SOLE
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0
0
200
MICROSOFT CORP
COM
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SH
SOLE
0
0
0
10667
MOTOROLA SOLUTIONS INC
COM NEW
620076307
558
2055
SH
SOLE
0
0
0
2055
NETFLIX INC
COM
64110L106
265
440
SH
SOLE
0
0
0
440
NEXTERA ENERGY INC
COM
65339F101
464
4971
SH
SOLE
0
0
0
4971
NIKE INC
CL B
654106103
211
1263
SH
SOLE
0
0
0
1263
NORFOLK SOUTHN CORP
COM
655844108
352
1184
SH
SOLE
0
0
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1184
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COM NEW
66510M204
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SH
SOLE
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0
0
16250
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66538H591
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SH
SOLE
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25590
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
264
16931
SH
SOLE
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0
0
16931
NUVEEN CR STRATEGIES INCOME
COM SHS
67073D102
79
12111
SH
SOLE
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0
0
12111
NVIDIA CORPORATION
COM
67066G104
351
1195
SH
SOLE
0
0
0
1195
PACER FDS TR
TRENDPILOT US BD
69374H642
293
10898
SH
SOLE
0
0
0
10898
PALANTIR TECHNOLOGIES INC
CL A
69608A108
428
23515
SH
SOLE
0
0
0
23515
PAYPAL HLDGS INC
COM
70450Y103
25
200
SH
Call
SOLE
0
0
0
200
PAYPAL HLDGS INC
COM
70450Y103
12
100
SH
Call
SOLE
0
0
0
100
PAYPAL HLDGS INC
COM
70450Y103
483
2559
SH
SOLE
0
0
0
2559
PEPSICO INC
COM
713448108
276
1591
SH
SOLE
0
0
0
1591
PFIZER INC
COM
717081103
460
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SH
SOLE
0
0
0
7792
PHILIP MORRIS INTL INC
COM
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201
2118
SH
SOLE
0
0
0
2118
PHUNWARE INC
COM
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81
30743
SH
SOLE
0
0
0
30743
PROCTER AND GAMBLE CO
COM
742718109
272
1665
SH
SOLE
0
0
0
1665
PROSHARES TR
PSHS ULTRA TECH
74347R693
207
1622
SH
SOLE
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0
0
1622
PROSHARES TR
S&P 500 DV ARIST
74348A467
347
3537
SH
SOLE
0
0
0
3537
QUALCOMM INC
COM
747525103
209
1145
SH
SOLE
0
0
0
1145
REPUBLIC SVCS INC
COM
760759100
223
1596
SH
SOLE
0
0
0
1596
S&P GLOBAL INC
COM
78409V104
262
556
SH
SOLE
0
0
0
556
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
201
2496
SH
SOLE
0
0
0
2496
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
472
9281
SH
SOLE
0
0
0
9281
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
376
3676
SH
SOLE
0
0
0
3676
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
446
2723
SH
SOLE
0
0
0
2723
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
482
4239
SH
SOLE
0
0
0
4239
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
2868
55360
SH
SOLE
0
0
0
55360
SELECT SECTOR SPDR TR
ENERGY
81369Y506
241
4335
SH
SOLE
0
0
0
4335
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1228
7062
SH
SOLE
0
0
0
7062
SHERWIN WILLIAMS CO
COM
824348106
548
1556
SH
SOLE
0
0
0
1556
SHERWIN WILLIAMS CO
COM
824348106
29
100
SH
Call
SOLE
0
0
0
100
SPDR GOLD TR
GOLD SHS
78463V107
17
100
SH
Call
SOLE
0
0
0
100
SPDR GOLD TR
GOLD SHS
78463V107
844
4939
SH
SOLE
0
0
0
4939
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2904
6114
SH
SOLE
0
0
0
6114
SPDR S&P 500 ETF TR
TR UNIT
78462F103
46
100
SH
Call
SOLE
0
0
0
100
SPDR SER TR
PRTFLO S&P500 HI
78468R788
2205
52445
SH
SOLE
0
0
0
52445
SPDR SER TR
S&P KENSHO CLEAN
78468R655
290
3212
SH
SOLE
0
0
0
3212
SPDR SER TR
SSGA US LRG ETF
78468R804
203
1344
SH
SOLE
0
0
0
1344
SPDR SER TR
PORTFOLIO SHORT
78464A474
261
8425
SH
SOLE
0
0
0
8425
SPDR SER TR
PORTFOLI S&P1500
78464A805
490
8376
SH
SOLE
0
0
0
8376
SPDR SER TR
PRTFLO S&P500 VL
78464A508
4937
117547
SH
SOLE
0
0
0
117547
SPDR SER TR
PRTFLO S&P500 GW
78464A409
6851
94540
SH
SOLE
0
0
0
94540
SPDR SER TR
NUVEEN BLMBRG MU
78468R721
998
19302
SH
SOLE
0
0
0
19302
SPDR SER TR
PORTFOLIO S&P500
78464A854
4507
80721
SH
SOLE
0
0
0
80721
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
4705
158847
SH
SOLE
0
0
0
158847
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
376
21189
SH
SOLE
0
0
0
21189
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
169
11763
SH
SOLE
0
0
0
11763
STERIS PLC
SHS USD
G8473T100
210
861
SH
SOLE
0
0
0
861
TESLA INC
COM
88160R101
253
239
SH
SOLE
0
0
0
239
TRACTOR SUPPLY CO
COM
892356106
210
879
SH
SOLE
0
0
0
879
UNION PAC CORP
COM
907818108
247
979
SH
SOLE
0
0
0
979
UNITEDHEALTH GROUP INC
COM
91324P102
318
633
SH
SOLE
0
0
0
633
UNIVERSAL HEALTH RLTY INCOME
SH BEN INT
91359E105
319
5365
SH
SOLE
0
0
0
5365
US BANCORP DEL
COM NEW
902973304
211
3765
SH
SOLE
0
0
0
3765
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2926
34519
SH
SOLE
0
0
0
34519
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
476
1868
SH
SOLE
0
0
0
1868
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
287
1297
SH
SOLE
0
0
0
1297
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
454
1610
SH
SOLE
0
0
0
1610
VANGUARD INDEX FDS
GROWTH ETF
922908736
1598
4981
SH
SOLE
0
0
0
4981
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
974
8398
SH
SOLE
0
0
0
8398
VANGUARD INDEX FDS
VALUE ETF
922908744
284
1928
SH
SOLE
0
0
0
1928
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
788
3265
SH
SOLE
0
0
0
3265
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1816
4160
SH
SOLE
0
0
0
4160
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
246
4971
SH
SOLE
0
0
0
4971
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
240
4368
SH
SOLE
0
0
0
4368
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
591
7278
SH
SOLE
0
0
0
7278
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
998
10755
SH
SOLE
0
0
0
10755
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
260
4270
SH
SOLE
0
0
0
4270
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1028
5988
SH
SOLE
0
0
0
5988
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
590
11549
SH
SOLE
0
0
0
11549
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1165
10391
SH
SOLE
0
0
0
10391
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
296
1110
SH
SOLE
0
0
0
1110
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
270
1372
SH
SOLE
0
0
0
1372
VANGUARD WORLD FDS
INF TECH ETF
92204A702
395
863
SH
SOLE
0
0
0
863
VERIZON COMMUNICATIONS INC
COM
92343V104
365
7018
SH
SOLE
0
0
0
7018
VISA INC
COM CL A
92826C839
770
3552
SH
SOLE
0
0
0
3552
VISA INC
COM CL A
92826C839
69
300
SH
Call
SOLE
0
0
0
300
VISA INC
COM CL A
92826C839
23
100
SH
Call
SOLE
0
0
0
100
WELLS FARGO CO NEW
PERP PFD CNV A
949746804
745
500
SH
SOLE
0
0
0
500
WISDOMTREE TR
YIELD ENHANCD US
97717X511
754
14588
SH
SOLE
0
0
0
14588