President & CCO

0001891240-22-000003.txt : 20220726 0001891240-22-000003.hdr.sgml : 20220726 20220726100947 ACCESSION NUMBER: 0001891240-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220726 DATE AS OF CHANGE: 20220726 EFFECTIVENESS DATE: 20220726 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: 221105173 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 06-30-2022 06-30-2022 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 07-26-2022 0 186 138882 false INFORMATION TABLE 2 IWN2Q22_13f.xml 2Q22 13F FOR INDEPENDENT WEALTH NETWORK, INC. ABBOTT LABS COM 002824100 266 2447 SH SOLE 0 0 0 2447 ABBVIE INC COM 00287Y109 318 2079 SH SOLE 0 0 0 2079 ACTIVISION BLIZZARD INC COM 00507V109 231 2973 SH SOLE 0 0 0 2973 AFLAC INC COM 001055102 342 6186 SH SOLE 0 0 0 6186 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 355 3123 SH SOLE 0 0 0 3123 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 1053 107752 SH SOLE 0 0 0 107752 ALPHABET INC CAP STK CL A 02079K305 323 148 SH SOLE 0 0 0 148 ALPHABET INC CAP STK CL C 02079K107 219 100 SH SOLE 0 0 0 100 ALPS ETF TR ALERIAN MLP 00162Q452 216 6272 SH SOLE 0 0 0 6272 ALTRIA GROUP INC COM 02209S103 611 14625 SH SOLE 0 0 0 14625 AMAZON COM INC COM 023135106 683 6435 SH SOLE 0 0 0 6435 AMERICAN TOWER CORP NEW COM 03027X100 218 852 SH SOLE 0 0 0 852 AMPLIFY ETF TR HIGH INCOME 032108847 1173 92775 SH SOLE 0 0 0 92775 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 276 5111 SH SOLE 0 0 0 5111 APPLE INC COM 037833100 2653 19405 SH SOLE 0 0 0 19405 ARES CAPITAL CORP COM 04010L103 504 28131 SH SOLE 0 0 0 28131 ARK ETF TR INNOVATION ETF 00214Q104 425 10657 SH SOLE 0 0 0 10657 AT&T INC COM 00206R102 611 29147 SH SOLE 0 0 0 29147 ATMOS ENERGY CORP COM 049560105 252 2244 SH SOLE 0 0 0 2244 BECTON DICKINSON & CO COM 075887109 201 814 SH SOLE 0 0 0 814 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 763 2795 SH SOLE 0 0 0 2795 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1636 4 SH SOLE 0 0 0 4 BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 175 23181 SH SOLE 0 0 0 23181 CASEYS GEN STORES INC COM 147528103 408 2204 SH SOLE 0 0 0 2204 CATERPILLAR INC COM 149123101 4708 26338 SH SOLE 0 0 0 26338 CHEVRON CORP NEW COM 166764100 3474 23993 SH SOLE 0 0 0 23993 CISCO SYS INC COM 17275R102 1042 24426 SH SOLE 0 0 0 24426 CLOROX CO DEL COM 189054109 381 2700 SH SOLE 0 0 0 2700 CME GROUP INC COM 12572Q105 407 1988 SH SOLE 0 0 0 1988 COCA COLA CO COM 191216100 224 3553 SH SOLE 0 0 0 3553 COHEN & STEERS CLOSED-END OP COM 19248P106 145 13533 SH SOLE 0 0 0 13533 COLLABORATIVE INVESTMNT SER RAREVIEW DYNAMIC 19423L722 290 12310 SH SOLE 0 0 0 12310 COSTCO WHSL CORP NEW COM 22160K105 370 771 SH SOLE 0 0 0 771 DEERE & CO COM 244199105 255 850 SH SOLE 0 0 0 850 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1465 35963 SH SOLE 0 0 0 35963 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 704 32816 SH SOLE 0 0 0 32816 DISNEY WALT CO COM 254687106 295 3120 SH SOLE 0 0 0 3120 DNP SELECT INCOME FD INC COM 23325P104 125 11520 SH SOLE 0 0 0 11520 DOLLAR GEN CORP NEW COM 256677105 203 827 SH SOLE 0 0 0 827 EATON VANCE SR FLTNG RTE TR COM 27828Q105 627 51098 SH SOLE 0 0 0 51098 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 563 56381 SH SOLE 0 0 0 56381 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 420 9178 SH SOLE 0 0 0 9178 EXXON MOBIL CORP COM 30231G102 686 8005 SH SOLE 0 0 0 8005 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1423 82612 SH SOLE 0 0 0 82612 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 417 15597 SH SOLE 0 0 0 15597 FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP 33737M300 349 6440 SH SOLE 0 0 0 6440 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1012 14467 SH SOLE 0 0 0 14467 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 250 4974 SH SOLE 0 0 0 4974 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1219 26278 SH SOLE 0 0 0 26278 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 447 7201 SH SOLE 0 0 0 7201 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 377 4958 SH SOLE 0 0 0 4958 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 444 5305 SH SOLE 0 0 0 5305 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 429 5598 SH SOLE 0 0 0 5598 FORD MTR CO DEL COM 345370860 122 10920 SH SOLE 0 0 0 10920 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 232 17227 SH SOLE 0 0 0 17227 FS KKR CAP CORP COM 302635206 554 28543 SH SOLE 0 0 0 28543 GLOBAL PMTS INC COM 37940X102 522 4719 SH SOLE 0 0 0 4719 GOLD ROYALTY CORP COMMON SHARES 38071H106 75 33373 SH SOLE 0 0 0 33373 HERSHEY CO COM 427866108 1037 4818 SH SOLE 0 0 0 4818 HOME DEPOT INC COM 437076102 560 2043 SH SOLE 0 0 0 2043 INTEL CORP COM 458140100 247 6603 SH SOLE 0 0 0 6603 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 310 25093 SH SOLE 0 0 0 25093 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 746 36823 SH SOLE 0 0 0 36823 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 291 4087 SH SOLE 0 0 0 4087 INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT 46137V399 436 21149 SH SOLE 0 0 0 21149 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 587 7572 SH SOLE 0 0 0 7572 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 636 8466 SH SOLE 0 0 0 8466 INVESCO QQQ TR UNIT SER 1 46090E103 382 1364 SH SOLE 0 0 0 1364 ISHARES GOLD TR ISHARES NEW 464285204 253 7379 SH SOLE 0 0 0 7379 ISHARES INC MSCI AUST ETF 464286103 302 14238 SH SOLE 0 0 0 14238 ISHARES INC MSCI GBL MIN VOL 464286525 229 2424 SH SOLE 0 0 0 2424 ISHARES SILVER TR ISHARES 46428Q109 1196 64188 SH SOLE 0 0 0 64188 ISHARES TR ISHARES BIOTECH 464287556 431 3668 SH SOLE 0 0 0 3668 ISHARES TR NATIONAL MUN ETF 464288414 202 1902 SH SOLE 0 0 0 1902 ISHARES TR MSCI USA SMCP MN 46435G433 240 7057 SH SOLE 0 0 0 7057 ISHARES TR SELECT DIVID ETF 464287168 914 7769 SH SOLE 0 0 0 7769 ISHARES TR TIPS BD ETF 464287176 1231 10804 SH SOLE 0 0 0 10804 ISHARES TR MSCI USA MIN VOL 46429B697 251 3579 SH SOLE 0 0 0 3579 ISHARES TR INTL SEL DIV ETF 464288448 213 7847 SH SOLE 0 0 0 7847 ISHARES TR 0-5 YR TIPS ETF 46429B747 240 2363 SH SOLE 0 0 0 2363 ISHARES TR CRE U S REIT ETF 464288521 1744 32668 SH SOLE 0 0 0 32668 ISHARES TR CORE HIGH DV ETF 46429B663 318 3166 SH SOLE 0 0 0 3166 ISHARES TR CORE S&P500 ETF 464287200 534 1409 SH SOLE 0 0 0 1409 ISHARES TR 20 YR TR BD ETF 464287432 392 3410 SH SOLE 0 0 0 3410 ISHARES TR MSCI EAFE ETF 464287465 445 7119 SH SOLE 0 0 0 7119 ISHARES TR U.S. ENERGY ETF 464287796 1347 35325 SH SOLE 0 0 0 35325 ISHARES TR NEW YORK MUN ETF 464288323 454 8623 SH SOLE 0 0 0 8623 ISHARES TR SP SMCP600VL ETF 464287879 786 8824 SH SOLE 0 0 0 8824 ISHARES TR CORE S&P SCP ETF 464287804 384 4151 SH SOLE 0 0 0 4151 ISHARES TR 1 3 YR TREAS BD 464287457 1714 20701 SH SOLE 0 0 0 20701 ISHARES TR CONV BD ETF 46435G102 297 4281 SH SOLE 0 0 0 4281 ISHARES TR ISHARES SEMICDTR 464287523 208 594 SH SOLE 0 0 0 594 ISHARES TR CORE S&P TTL STK 464287150 469 5595 SH SOLE 0 0 0 5595 ISHARES TR US TREAS BD ETF 46429B267 335 14023 SH SOLE 0 0 0 14023 ISHARES TR FLTG RATE NT ETF 46429B655 1911 38287 SH SOLE 0 0 0 38287 ISHARES TR MSCI AC ASIA ETF 464288182 419 6059 SH SOLE 0 0 0 6059 ISHARES TR CORE LT USDB ETF 464289479 2974 53498 SH SOLE 0 0 0 53498 ISHARES TR CORE US AGGBD ET 464287226 560 5509 SH SOLE 0 0 0 5509 ISHARES TR IBOXX HI YD ETF 464288513 218 2965 SH SOLE 0 0 0 2965 ISHARES TR US AER DEF ETF 464288760 441 4451 SH SOLE 0 0 0 4451 ISHARES TR S&P MC 400GR ETF 464287606 448 7022 SH SOLE 0 0 0 7022 ISHARES TR S&P 500 VAL ETF 464287408 832 6054 SH SOLE 0 0 0 6054 ISHARES TR MSCI ACWI ETF 464288257 3091 36847 SH SOLE 0 0 0 36847 ISHARES TR MSCI GBL MULTIFC 46434V316 430 13836 SH SOLE 0 0 0 13836 ISHARES TR S&P MC 400VL ETF 464287705 786 8321 SH SOLE 0 0 0 8321 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 230 4659 SH SOLE 0 0 0 4659 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 274 6690 SH SOLE 0 0 0 6690 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 321 5789 SH SOLE 0 0 0 5789 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 12391 247369 SH SOLE 0 0 0 247369 J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 46641Q407 1187 12966 SH SOLE 0 0 0 12966 J P MORGAN EXCHANGE TRADED F HIGH YLD RESRCH 46641Q878 299 6861 SH SOLE 0 0 0 6861 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 314 6426 SH SOLE 0 0 0 6426 JOHNSON & JOHNSON COM 478160104 657 3704 SH SOLE 0 0 0 3704 JPMORGAN CHASE & CO COM 46625H100 586 5208 SH SOLE 0 0 0 5208 KAYNE ANDERSON ENERGY INFRST COM 486606106 357 42637 SH SOLE 0 0 0 42637 KROGER CO COM 501044101 703 14851 SH SOLE 0 0 0 14851 LATTICE STRATEGIES TR HARTFORD MLT SML 518416508 356 10505 SH SOLE 0 0 0 10505 MACERICH CO COM 554382101 100 11534 SH SOLE 0 0 0 11534 MASTERCARD INCORPORATED CL A 57636Q104 235 746 SH SOLE 0 0 0 746 MERCK & CO INC COM 58933Y105 360 3953 SH SOLE 0 0 0 3953 META PLATFORMS INC CL A 30303M102 477 2959 SH SOLE 0 0 0 2959 MICROSOFT CORP COM 594918104 2132 8300 SH SOLE 0 0 0 8300 MOTOROLA SOLUTIONS INC COM NEW 620076307 442 2109 SH SOLE 0 0 0 2109 NEXTERA ENERGY INC COM 65339F101 364 4694 SH SOLE 0 0 0 4694 NORFOLK SOUTHN CORP COM 655844108 265 1168 SH SOLE 0 0 0 1168 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 4 16250 SH SOLE 0 0 0 16250 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 643 17672 SH SOLE 0 0 0 17672 NUVEEN SR INCOME FD COM 67067Y104 75 15731 SH SOLE 0 0 0 15731 NVIDIA CORPORATION COM 67066G104 208 1375 SH SOLE 0 0 0 1375 PALANTIR TECHNOLOGIES INC CL A 69608A108 228 25120 SH SOLE 0 0 0 25120 PARAMOUNT GLOBAL CLASS B COM 92556H206 201 8139 SH SOLE 0 0 0 8139 PEPSICO INC COM 713448108 269 1611 SH SOLE 0 0 0 1611 PFIZER INC COM 717081103 380 7251 SH SOLE 0 0 0 7251 PHUNWARE INC COM 71948P100 37 34091 SH SOLE 0 0 0 34091 PROCTER AND GAMBLE CO COM 742718109 250 1740 SH SOLE 0 0 0 1740 PROSHARES TR S&P 500 DV ARIST 74348A467 230 2694 SH SOLE 0 0 0 2694 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 212 5426 SH SOLE 0 0 0 5426 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 732 14872 SH SOLE 0 0 0 14872 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 417 9337 SH SOLE 0 0 0 9337 SELECT SECTOR SPDR TR ENERGY 81369Y506 448 6263 SH SOLE 0 0 0 6263 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 710 5587 SH SOLE 0 0 0 5587 SHERWIN WILLIAMS CO COM 824348106 339 1512 SH SOLE 0 0 0 1512 SOFI TECHNOLOGIES INC COM 83406F102 73 13849 SH SOLE 0 0 0 13849 SPDR GOLD TR GOLD SHS 78463V107 2217 13163 SH SOLE 0 0 0 13163 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 276 7935 SH SOLE 0 0 0 7935 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 258 8929 SH SOLE 0 0 0 8929 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1846 20176 SH SOLE 0 0 0 20176 SPDR SER TR PRTFLO S&P500 VL 78464A508 4382 119001 SH SOLE 0 0 0 119001 SPDR SER TR PORTFOLI S&P1500 78464A805 338 7281 SH SOLE 0 0 0 7281 SPDR SER TR PORTFOLIO S&P500 78464A854 3884 87595 SH SOLE 0 0 0 87595 SPDR SER TR S&P KENSHO CLEAN 78468R655 283 3628 SH SOLE 0 0 0 3628 SPDR SER TR PRTFLO S&P500 HI 78468R788 2431 60912 SH SOLE 0 0 0 60912 SPDR SER TR PRTFLO S&P500 GW 78464A409 4986 95376 SH SOLE 0 0 0 95376 SPDR SER TR NUVEEN BLMBRG MU 78468R721 932 20331 SH SOLE 0 0 0 20331 SPDR SER TR PORTFOLIO S&P600 78468R853 200 5564 SH SOLE 0 0 0 5564 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3846 145944 SH SOLE 0 0 0 145944 SPDR SER TR PORTFOLIO S&P400 78464A847 224 5635 SH SOLE 0 0 0 5635 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 334 19874 SH SOLE 0 0 0 19874 SPROTT PHYSICAL GOLD TR UNIT 85207H104 152 10726 SH SOLE 0 0 0 10726 SUNDIAL GROWERS INC COM 86730L109 3 10000 SH SOLE 0 0 0 10000 THE NECESSITY RETAIL REIT IN COM CLASS A 02607T109 94 12914 SH SOLE 0 0 0 12914 UNION PAC CORP COM 907818108 207 970 SH SOLE 0 0 0 970 UNITED PARCEL SERVICE INC CL B 911312106 213 1165 SH SOLE 0 0 0 1165 UNITEDHEALTH GROUP INC COM 91324P102 248 482 SH SOLE 0 0 0 482 UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105 266 4995 SH SOLE 0 0 0 4995 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1274 16931 SH SOLE 0 0 0 16931 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 783 8596 SH SOLE 0 0 0 8596 VANGUARD INDEX FDS SML CP GRW ETF 922908595 326 1657 SH SOLE 0 0 0 1657 VANGUARD INDEX FDS VALUE ETF 922908744 274 2078 SH SOLE 0 0 0 2078 VANGUARD INDEX FDS GROWTH ETF 922908736 997 4474 SH SOLE 0 0 0 4474 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 331 1888 SH SOLE 0 0 0 1888 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1454 4191 SH SOLE 0 0 0 4191 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 473 9437 SH SOLE 0 0 0 9437 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 550 7208 SH SOLE 0 0 0 7208 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 596 7444 SH SOLE 0 0 0 7444 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 651 4540 SH SOLE 0 0 0 4540 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 499 12241 SH SOLE 0 0 0 12241 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1296 12747 SH SOLE 0 0 0 12747 VANGUARD WORLD FDS INF TECH ETF 92204A702 351 1074 SH SOLE 0 0 0 1074 VANGUARD WORLD FDS ENERGY ETF 92204A306 369 3707 SH SOLE 0 0 0 3707 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 236 1003 SH SOLE 0 0 0 1003 VERIZON COMMUNICATIONS INC COM 92343V104 385 7588 SH SOLE 0 0 0 7588 VISA INC COM CL A 92826C839 700 3554 SH SOLE 0 0 0 3554 WELLS FARGO CO NEW PERP PFD CNV A 949746804 631 519 SH SOLE 0 0 0 519 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 230 4567 SH SOLE 0 0 0 4567 WISDOMTREE TR YIELD ENHANCD US 97717X511 711 15905 SH SOLE 0 0 0 15905