President & CCO

0001891240-22-000002.txt : 20220420 0001891240-22-000002.hdr.sgml : 20220420 20220420120221 ACCESSION NUMBER: 0001891240-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220420 EFFECTIVENESS DATE: 20220420 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: 22837093 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 03-31-2022 03-31-2022 Independent Wealth Network Inc.

2350 NW 128TH ST. URBANDALE IA 50323

13F HOLDINGS REPORT 028-21395 N Art Dinkin President & CCO 515-461-5123 Art Dinkin Urbandale IA 04-20-2022 0 201 157509 false INFORMATION TABLE 2 iwn220331_13f.xml 13F ABBOTT LABS COM 002824100 319 2692 SH SOLE 0 0 0 2692 ABBVIE INC COM 00287Y109 374 2306 SH SOLE 0 0 0 2306 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 236 700 SH SOLE 0 0 0 700 ACTIVISION BLIZZARD INC COM 00507V109 242 3023 SH SOLE 0 0 0 3023 ADOBE SYSTEMS INCORPORATED COM 00724F101 205 449 SH SOLE 0 0 0 449 AFLAC INC COM 001055102 227 3524 SH SOLE 0 0 0 3524 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 286 2632 SH SOLE 0 0 0 2632 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 1085 97023 SH SOLE 0 0 0 97023 ALPHABET INC CAP STK CL A 02079K305 381 137 SH SOLE 0 0 0 137 ALPHABET INC CAP STK CL C 02079K107 257 92 SH SOLE 0 0 0 92 ALPS ETF TR ALERIAN MLP 00162Q452 243 6353 SH SOLE 0 0 0 6353 ALTRIA GROUP INC COM 02209S103 740 14159 SH SOLE 0 0 0 14159 AMAZON COM INC COM 023135106 1033 317 SH SOLE 0 0 0 317 AMERICAN TOWER CORP NEW COM 03027X100 223 888 SH SOLE 0 0 0 888 AMPLIFY ETF TR HIGH INCOME 032108847 1237 82746 SH SOLE 0 0 0 82746 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 283 4709 SH SOLE 0 0 0 4709 APPLE INC COM 037833100 3474 19898 SH SOLE 0 0 0 19898 ARBOR REALTY TRUST INC COM 038923108 174 10201 SH SOLE 0 0 0 10201 ARES CAPITAL CORP COM 04010L103 589 28109 SH SOLE 0 0 0 28109 ARK ETF TR INNOVATION ETF 00214Q104 625 9434 SH SOLE 0 0 0 9434 AT&T INC COM 00206R102 698 29525 SH SOLE 0 0 0 29525 ATMOS ENERGY CORP COM 049560105 271 2267 SH SOLE 0 0 0 2267 AUTOMATIC DATA PROCESSING IN COM 053015103 212 930 SH SOLE 0 0 0 930 BECTON DICKINSON & CO COM 075887109 224 842 SH SOLE 0 0 0 842 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2116 4 SH SOLE 0 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1336 3786 SH SOLE 0 0 0 3786 BOEING CO COM 097023105 228 1189 SH SOLE 0 0 0 1189 BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 212 22935 SH SOLE 0 0 0 22935 CARRIER GLOBAL CORPORATION COM 14448C104 200 4364 SH SOLE 0 0 0 4364 CASEYS GEN STORES INC COM 147528103 439 2214 SH SOLE 0 0 0 2214 CATERPILLAR INC COM 149123101 5868 26334 SH SOLE 0 0 0 26334 CHEVRON CORP NEW COM 166764100 3914 24036 SH SOLE 0 0 0 24036 CISCO SYS INC COM 17275R102 1398 25064 SH SOLE 0 0 0 25064 CLOROX CO DEL COM 189054109 373 2680 SH SOLE 0 0 0 2680 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 37 10350 SH SOLE 0 0 0 10350 CME GROUP INC COM 12572Q105 478 2008 SH SOLE 0 0 0 2008 COCA COLA CO COM 191216100 228 3674 SH SOLE 0 0 0 3674 COHEN & STEERS CLOSED-END OP COM 19248P106 163 12650 SH SOLE 0 0 0 12650 COLLABORATIVE INVESTMNT SER RAREVIEW DYNAMIC 19423L722 235 9257 SH SOLE 0 0 0 9257 COSTCO WHSL CORP NEW COM 22160K105 494 858 SH SOLE 0 0 0 858 DEERE & CO COM 244199105 353 850 SH SOLE 0 0 0 850 DEVON ENERGY CORP NEW COM 25179M103 200 3386 SH SOLE 0 0 0 3386 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1643 33524 SH SOLE 0 0 0 33524 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 771 30916 SH SOLE 0 0 0 30916 DISNEY WALT CO COM 254687106 483 3522 SH SOLE 0 0 0 3522 DNP SELECT INCOME FD INC COM 23325P104 136 11520 SH SOLE 0 0 0 11520 EATON VANCE SR FLTNG RTE TR COM 27828Q105 614 45768 SH SOLE 0 0 0 45768 ENBRIDGE INC COM 29250N105 211 4589 SH SOLE 0 0 0 4589 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 642 57345 SH SOLE 0 0 0 57345 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 545 9283 SH SOLE 0 0 0 9283 EXXON MOBIL CORP COM 30231G102 656 7942 SH SOLE 0 0 0 7942 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 240 1949 SH SOLE 0 0 0 1949 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1476 77579 SH SOLE 0 0 0 77579 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 221 7767 SH SOLE 0 0 0 7767 FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP 33737M300 428 6257 SH SOLE 0 0 0 6257 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 224 3795 SH SOLE 0 0 0 3795 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1167 14919 SH SOLE 0 0 0 14919 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1281 25843 SH SOLE 0 0 0 25843 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 574 8133 SH SOLE 0 0 0 8133 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 438 4966 SH SOLE 0 0 0 4966 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 558 5685 SH SOLE 0 0 0 5685 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 546 5966 SH SOLE 0 0 0 5966 FS KKR CAP CORP COM 302635206 464 20327 SH SOLE 0 0 0 20327 GLOBAL PMTS INC COM 37940X102 646 4718 SH SOLE 0 0 0 4718 HERSHEY CO COM 427866108 827 3818 SH SOLE 0 0 0 3818 HOME DEPOT INC COM 437076102 643 2149 SH SOLE 0 0 0 2149 INTEL CORP COM 458140100 316 6380 SH SOLE 0 0 0 6380 INTUIT COM 461202103 228 475 SH SOLE 0 0 0 475 INVESCO ACTIVELY MANAGED ETF ACTIVE US REAL 46090A101 222 1991 SH SOLE 0 0 0 1991 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 282 20783 SH SOLE 0 0 0 20783 INVESCO EXCH TRADED FD TR II 1 30 LADER TRE 46138E107 913 27031 SH SOLE 0 0 0 27031 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 796 36584 SH SOLE 0 0 0 36584 INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT 46137V399 505 21693 SH SOLE 0 0 0 21693 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 732 8093 SH SOLE 0 0 0 8093 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 740 8644 SH SOLE 0 0 0 8644 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 322 3733 SH SOLE 0 0 0 3733 INVESCO QQQ TR UNIT SER 1 46090E103 556 1534 SH SOLE 0 0 0 1534 ISHARES GOLD TR ISHARES NEW 464285204 328 8903 SH SOLE 0 0 0 8903 ISHARES INC MSCI AUST ETF 464286103 377 14279 SH SOLE 0 0 0 14279 ISHARES SILVER TR ISHARES 46428Q109 1576 68873 SH SOLE 0 0 0 68873 ISHARES TR EAFE VALUE ETF 464288877 313 6232 SH SOLE 0 0 0 6232 ISHARES TR EAFE GRWTH ETF 464288885 223 2319 SH SOLE 0 0 0 2319 ISHARES TR CORE US AGGBD ET 464287226 736 6868 SH SOLE 0 0 0 6868 ISHARES TR SELECT DIVID ETF 464287168 970 7573 SH SOLE 0 0 0 7573 ISHARES TR TIPS BD ETF 464287176 2837 22774 SH SOLE 0 0 0 22774 ISHARES TR US AER DEF ETF 464288760 492 4442 SH SOLE 0 0 0 4442 ISHARES TR IBOXX HI YD ETF 464288513 264 3207 SH SOLE 0 0 0 3207 ISHARES TR CRE U S REIT ETF 464288521 2109 32623 SH SOLE 0 0 0 32623 ISHARES TR INTL SEL DIV ETF 464288448 256 8049 SH SOLE 0 0 0 8049 ISHARES TR NEW YORK MUN ETF 464288323 439 8046 SH SOLE 0 0 0 8046 ISHARES TR MSCI ACWI ETF 464288257 3582 35900 SH SOLE 0 0 0 35900 ISHARES TR U.S. ENERGY ETF 464287796 1445 35322 SH SOLE 0 0 0 35322 ISHARES TR MSCI EAFE ETF 464287465 531 7221 SH SOLE 0 0 0 7221 ISHARES TR S&P MC 400VL ETF 464287705 992 9049 SH SOLE 0 0 0 9049 ISHARES TR S&P MC 400GR ETF 464287606 548 7096 SH SOLE 0 0 0 7096 ISHARES TR CORE S&P SCP ETF 464287804 460 4266 SH SOLE 0 0 0 4266 ISHARES TR SP SMCP600VL ETF 464287879 992 9687 SH SOLE 0 0 0 9687 ISHARES TR S&P 500 VAL ETF 464287408 1251 8032 SH SOLE 0 0 0 8032 ISHARES TR CORE S&P500 ETF 464287200 575 1268 SH SOLE 0 0 0 1268 ISHARES TR S&P 500 GRWT ETF 464287309 385 5037 SH SOLE 0 0 0 5037 ISHARES TR U.S. REAL ES ETF 464287739 390 3605 SH SOLE 0 0 0 3605 ISHARES TR ISHARES SEMICDTR 464287523 245 518 SH SOLE 0 0 0 518 ISHARES TR MSCI AC ASIA ETF 464288182 461 6151 SH SOLE 0 0 0 6151 ISHARES TR 1 3 YR TREAS BD 464287457 1702 20419 SH SOLE 0 0 0 20419 ISHARES TR 20 YR TR BD ETF 464287432 452 3421 SH SOLE 0 0 0 3421 ISHARES TR IBOXX INV CP ETF 464287242 211 1747 SH SOLE 0 0 0 1747 ISHARES TR ISHARES BIOTECH 464287556 496 3806 SH SOLE 0 0 0 3806 ISHARES TR 0-5 YR TIPS ETF 46429B747 226 2153 SH SOLE 0 0 0 2153 ISHARES TR FLTG RATE NT ETF 46429B655 1968 38952 SH SOLE 0 0 0 38952 ISHARES TR CORE LT USDB ETF 464289479 3604 56294 SH SOLE 0 0 0 56294 ISHARES TR CONV BD ETF 46435G102 324 3889 SH SOLE 0 0 0 3889 ISHARES TR MSCI GBL MULTIFC 46434V316 547 14817 SH SOLE 0 0 0 14817 ISHARES TR ESG AWR MSCI USA 46435G425 761 7511 SH SOLE 0 0 0 7511 ISHARES TR MSCI USA SMCP MN 46435G433 230 6184 SH SOLE 0 0 0 6184 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 268 6688 SH SOLE 0 0 0 6688 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 360 6375 SH SOLE 0 0 0 6375 J P MORGAN EXCHANGE-TRADED F JPMORGAN DIVER 46641Q407 1437 13759 SH SOLE 0 0 0 13759 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 4940 98266 SH SOLE 0 0 0 98266 J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 356 7277 SH SOLE 0 0 0 7277 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 359 5855 SH SOLE 0 0 0 5855 JOHNSON & JOHNSON COM 478160104 657 3709 SH SOLE 0 0 0 3709 JPMORGAN CHASE & CO COM 46625H100 703 5158 SH SOLE 0 0 0 5158 KAYNE ANDERSON ENERGY INFRST COM 486606106 362 39248 SH SOLE 0 0 0 39248 KROGER CO COM 501044101 794 13841 SH SOLE 0 0 0 13841 LATTICE STRATEGIES TR HARTFORD MLT SML 518416508 539 14025 SH SOLE 0 0 0 14025 MACERICH CO COM 554382101 189 12113 SH SOLE 0 0 0 12113 MASTERCARD INCORPORATED CL A 57636Q104 277 776 SH SOLE 0 0 0 776 MERCK & CO INC COM 58933Y105 307 3740 SH SOLE 0 0 0 3740 META PLATFORMS INC CL A 30303M102 662 2977 SH SOLE 0 0 0 2977 MICROSOFT CORP COM 594918104 2702 8765 SH SOLE 0 0 0 8765 MOTOROLA SOLUTIONS INC COM NEW 620076307 511 2111 SH SOLE 0 0 0 2111 NEXTERA ENERGY INC COM 65339F101 417 4925 SH SOLE 0 0 0 4925 NORFOLK SOUTHN CORP COM 655844108 335 1176 SH SOLE 0 0 0 1176 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 7 16250 SH SOLE 0 0 0 16250 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 772 18135 SH SOLE 0 0 0 18135 NUVEEN AMT FREE QLTY MUN INC COM 670657105 193 14707 SH SOLE 0 0 0 14707 NUVEEN CR STRATEGIES INCOME COM SHS 67073D102 74 11904 SH SOLE 0 0 0 11904 NVIDIA CORPORATION COM 67066G104 385 1411 SH SOLE 0 0 0 1411 PALANTIR TECHNOLOGIES INC CL A 69608A108 345 25117 SH SOLE 0 0 0 25117 PARAMOUNT GLOBAL CLASS B COM 92556H206 269 7118 SH SOLE 0 0 0 7118 PAYPAL HLDGS INC COM 70450Y103 373 3224 SH SOLE 0 0 0 3224 PEPSICO INC COM 713448108 273 1632 SH SOLE 0 0 0 1632 PFIZER INC COM 717081103 407 7868 SH SOLE 0 0 0 7868 PHUNWARE INC COM 71948P100 123 44193 SH SOLE 0 0 0 44193 PROCTER AND GAMBLE CO COM 742718109 271 1774 SH SOLE 0 0 0 1774 PROSHARES TR S&P 500 DV ARIST 74348A467 303 3196 SH SOLE 0 0 0 3196 S&P GLOBAL INC COM 78409V104 235 572 SH SOLE 0 0 0 572 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 276 4719 SH SOLE 0 0 0 4719 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 444 8246 SH SOLE 0 0 0 8246 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 342 7223 SH SOLE 0 0 0 7223 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 412 8312 SH SOLE 0 0 0 8312 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2650 54847 SH SOLE 0 0 0 54847 SELECT SECTOR SPDR TR ENERGY 81369Y506 489 6397 SH SOLE 0 0 0 6397 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 905 5692 SH SOLE 0 0 0 5692 SHERWIN WILLIAMS CO COM 824348106 390 1562 SH SOLE 0 0 0 1562 SOFI TECHNOLOGIES INC COM 83406F102 107 11280 SH SOLE 0 0 0 11280 SOLID POWER INC CLASS A COM 83422N105 104 12000 SH SOLE 0 0 0 12000 SPDR GOLD TR GOLD SHS 78463V107 1016 5623 SH SOLE 0 0 0 5623 SPDR SER TR NUVEEN BLMBRG MU 78468R721 946 19756 SH SOLE 0 0 0 19756 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1611 17619 SH SOLE 0 0 0 17619 SPDR SER TR PORTFOLIO S&P500 78464A854 4446 83674 SH SOLE 0 0 0 83674 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4515 162471 SH SOLE 0 0 0 162471 SPDR SER TR PORTFOLI S&P1500 78464A805 403 7252 SH SOLE 0 0 0 7252 SPDR SER TR PRTFLO S&P500 VL 78464A508 5067 121373 SH SOLE 0 0 0 121373 SPDR SER TR PRTFLO S&P500 GW 78464A409 6092 92007 SH SOLE 0 0 0 92007 SPDR SER TR S&P KENSHO CLEAN 78468R655 322 3591 SH SOLE 0 0 0 3591 SPDR SER TR PORTFOLIO SHORT 78464A474 278 9229 SH SOLE 0 0 0 9229 SPDR SER TR PRTFLO S&P500 HI 78468R788 2354 53561 SH SOLE 0 0 0 53561 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 413 21303 SH SOLE 0 0 0 21303 SPROTT PHYSICAL GOLD TR UNIT 85207H104 179 11671 SH SOLE 0 0 0 11671 SUNDIAL GROWERS INC COM 86730L109 7 10000 SH SOLE 0 0 0 10000 TESLA INC COM 88160R101 331 307 SH SOLE 0 0 0 307 THE NECESSITY RETAIL REIT IN COM CLASS A 02607T109 101 12740 SH SOLE 0 0 0 12740 TRACTOR SUPPLY CO COM 892356106 216 925 SH SOLE 0 0 0 925 UNION PAC CORP COM 907818108 270 990 SH SOLE 0 0 0 990 UNITED PARCEL SERVICE INC CL B 911312106 246 1146 SH SOLE 0 0 0 1146 UNITEDHEALTH GROUP INC COM 91324P102 274 537 SH SOLE 0 0 0 537 UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105 295 5057 SH SOLE 0 0 0 5057 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 975 12261 SH SOLE 0 0 0 12261 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 419 1880 SH SOLE 0 0 0 1880 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 932 8605 SH SOLE 0 0 0 8605 VANGUARD INDEX FDS GROWTH ETF 922908736 1403 4879 SH SOLE 0 0 0 4879 VANGUARD INDEX FDS SML CP GRW ETF 922908595 401 1614 SH SOLE 0 0 0 1614 VANGUARD INDEX FDS VALUE ETF 922908744 310 2095 SH SOLE 0 0 0 2095 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2002 4823 SH SOLE 0 0 0 4823 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 330 6437 SH SOLE 0 0 0 6437 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 300 5815 SH SOLE 0 0 0 5815 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 570 7297 SH SOLE 0 0 0 7297 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 265 4472 SH SOLE 0 0 0 4472 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 748 8692 SH SOLE 0 0 0 8692 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 788 4859 SH SOLE 0 0 0 4859 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 588 12243 SH SOLE 0 0 0 12243 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1365 12163 SH SOLE 0 0 0 12163 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 314 1233 SH SOLE 0 0 0 1233 VANGUARD WORLD FDS ENERGY ETF 92204A306 394 3684 SH SOLE 0 0 0 3684 VANGUARD WORLD FDS MATERIALS ETF 92204A801 331 1704 SH SOLE 0 0 0 1704 VANGUARD WORLD FDS INF TECH ETF 92204A702 509 1221 SH SOLE 0 0 0 1221 VERIZON COMMUNICATIONS INC COM 92343V104 388 7618 SH SOLE 0 0 0 7618 VISA INC COM CL A 92826C839 793 3578 SH SOLE 0 0 0 3578 WELLS FARGO CO NEW PERP PFD CNV A 949746804 683 516 SH SOLE 0 0 0 516 WISDOMTREE TR YIELD ENHANCD US 97717X511 741 15495 SH SOLE 0 0 0 15495