0001891240-22-000004.txt : 20221017 0001891240-22-000004.hdr.sgml : 20221017 20221017094717 ACCESSION NUMBER: 0001891240-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221017 DATE AS OF CHANGE: 20221017 EFFECTIVENESS DATE: 20221017 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: 221312720 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 09-30-2022 09-30-2022 Independent Wealth Network Inc.

2350 NW 128TH ST. URBANDALE IA 50323

13F HOLDINGS REPORT 028-21395 N Art Dinkin 515-461-5123 Art Dinkin Urbandale IA 10-17-2022 0 176 128022 false INFORMATION TABLE 2 iwn220930_13f.xml ABBOTT LABS COM 002824100 240 2483 SH SOLE 0 0 0 2483 ABBVIE INC COM 00287Y109 345 2571 SH SOLE 0 0 0 2571 ACTIVISION BLIZZARD INC COM 00507V109 211 2842 SH SOLE 0 0 0 2842 AFLAC INC COM 001055102 361 6431 SH SOLE 0 0 0 6431 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 251 3137 SH SOLE 0 0 0 3137 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 1123 126414 SH SOLE 0 0 0 126414 ALPHABET INC CAP STK CL A 02079K305 263 2745 SH SOLE 0 0 0 2745 ALPS ETF TR ALERIAN MLP 00162Q452 265 7260 SH SOLE 0 0 0 7260 ALTRIA GROUP INC COM 02209S103 617 15288 SH SOLE 0 0 0 15288 AMAZON COM INC COM 023135106 845 7476 SH SOLE 0 0 0 7476 AMPLIFY ETF TR HIGH INCOME 032108847 1234 108313 SH SOLE 0 0 0 108313 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 240 5304 SH SOLE 0 0 0 5304 APPLE INC COM 037833100 2708 19592 SH SOLE 0 0 0 19592 ARES CAPITAL CORP COM 04010L103 466 27596 SH SOLE 0 0 0 27596 ARK ETF TR INNOVATION ETF 00214Q104 372 9865 SH SOLE 0 0 0 9865 AT&T INC COM 00206R102 439 28587 SH SOLE 0 0 0 28587 ATMOS ENERGY CORP COM 049560105 261 2564 SH SOLE 0 0 0 2564 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 735 2753 SH SOLE 0 0 0 2753 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1219 3 SH SOLE 0 0 0 3 BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 144 22871 SH SOLE 0 0 0 22871 CANOO INC COM CL A 13803R102 131 70000 SH SOLE 0 0 0 70000 CASEYS GEN STORES INC COM 147528103 448 2211 SH SOLE 0 0 0 2211 CATERPILLAR INC COM 149123101 4342 26464 SH SOLE 0 0 0 26464 CHEVRON CORP NEW COM 166764100 3423 23826 SH SOLE 0 0 0 23826 CISCO SYS INC COM 17275R102 959 23975 SH SOLE 0 0 0 23975 CLOROX CO DEL COM 189054109 330 2573 SH SOLE 0 0 0 2573 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 18 10350 SH SOLE 0 0 0 10350 CME GROUP INC COM 12572Q105 339 1916 SH SOLE 0 0 0 1916 COHEN & STEERS CLOSED-END OP COM 19248P106 116 11893 SH SOLE 0 0 0 11893 COLLABORATIVE INVESTMNT SER RAREVIEW DYNAMIC 19423L722 357 16230 SH SOLE 0 0 0 16230 COSTCO WHSL CORP NEW COM 22160K105 366 776 SH SOLE 0 0 0 776 DEERE & CO COM 244199105 284 852 SH SOLE 0 0 0 852 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1372 35332 SH SOLE 0 0 0 35332 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 620 32816 SH SOLE 0 0 0 32816 DISNEY WALT CO COM 254687106 279 2959 SH SOLE 0 0 0 2959 DNP SELECT INCOME FD INC COM 23325P104 119 11520 SH SOLE 0 0 0 11520 DOLLAR GEN CORP NEW COM 256677105 203 847 SH SOLE 0 0 0 847 EATON VANCE SR FLTNG RTE TR COM 27828Q105 483 43476 SH SOLE 0 0 0 43476 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 685 62088 SH SOLE 0 0 0 62088 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 383 8827 SH SOLE 0 0 0 8827 EXXON MOBIL CORP COM 30231G102 691 7912 SH SOLE 0 0 0 7912 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1562 93513 SH SOLE 0 0 0 93513 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 434 17144 SH SOLE 0 0 0 17144 FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP 33737M300 343 6371 SH SOLE 0 0 0 6371 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 205 5264 SH SOLE 0 0 0 5264 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1085 16341 SH SOLE 0 0 0 16341 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 240 5500 SH SOLE 0 0 0 5500 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1167 26801 SH SOLE 0 0 0 26801 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 397 6878 SH SOLE 0 0 0 6878 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 356 4928 SH SOLE 0 0 0 4928 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 404 5036 SH SOLE 0 0 0 5036 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 388 5333 SH SOLE 0 0 0 5333 FORD MTR CO DEL COM 345370860 164 14652 SH SOLE 0 0 0 14652 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 185 17181 SH SOLE 0 0 0 17181 FREIGHTCAR AMER INC COM 357023100 45 12140 SH SOLE 0 0 0 12140 FS KKR CAP CORP COM 302635206 390 23017 SH SOLE 0 0 0 23017 GLOBAL PMTS INC COM 37940X102 510 4721 SH SOLE 0 0 0 4721 GOLD ROYALTY CORP COMMON SHARES 38071H106 85 33373 SH SOLE 0 0 0 33373 HERSHEY CO COM 427866108 907 4115 SH SOLE 0 0 0 4115 HOME DEPOT INC COM 437076102 554 2009 SH SOLE 0 0 0 2009 INTEL CORP COM 458140100 201 7815 SH SOLE 0 0 0 7815 INVESCO DB US DLR INDEX TR BULLISH FD 46141D203 615 20384 SH SOLE 0 0 0 20384 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 771 38193 SH SOLE 0 0 0 38193 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 396 33291 SH SOLE 0 0 0 33291 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 534 7194 SH SOLE 0 0 0 7194 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 508 7269 SH SOLE 0 0 0 7269 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 286 4105 SH SOLE 0 0 0 4105 INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT 46137V399 387 20450 SH SOLE 0 0 0 20450 INVESCO QQQ TR UNIT SER 1 46090E103 367 1375 SH SOLE 0 0 0 1375 ISHARES GOLD TR ISHARES NEW 464285204 303 9625 SH SOLE 0 0 0 9625 ISHARES INC MSCI AUST ETF 464286103 273 13926 SH SOLE 0 0 0 13926 ISHARES INC MSCI GBL MIN VOL 464286525 220 2484 SH SOLE 0 0 0 2484 ISHARES SILVER TR ISHARES 46428Q109 1105 63165 SH SOLE 0 0 0 63165 ISHARES TR ISHARES BIOTECH 464287556 414 3539 SH SOLE 0 0 0 3539 ISHARES TR MSCI USA SMCP MN 46435G433 225 7061 SH SOLE 0 0 0 7061 ISHARES TR SELECT DIVID ETF 464287168 833 7772 SH SOLE 0 0 0 7772 ISHARES TR TIPS BD ETF 464287176 412 3928 SH SOLE 0 0 0 3928 ISHARES TR 0-5 YR TIPS ETF 46429B747 570 5930 SH SOLE 0 0 0 5930 ISHARES TR MSCI USA MIN VOL 46429B697 341 5155 SH SOLE 0 0 0 5155 ISHARES TR NEW YORK MUN ETF 464288323 444 8775 SH SOLE 0 0 0 8775 ISHARES TR US TREAS BD ETF 46429B267 448 19687 SH SOLE 0 0 0 19687 ISHARES TR CORE S&P SCP ETF 464287804 355 4070 SH SOLE 0 0 0 4070 ISHARES TR FLTG RATE NT ETF 46429B655 1973 39243 SH SOLE 0 0 0 39243 ISHARES TR 1 3 YR TREAS BD 464287457 1687 20777 SH SOLE 0 0 0 20777 ISHARES TR MSCI AC ASIA ETF 464288182 343 5853 SH SOLE 0 0 0 5853 ISHARES TR CORE LT USDB ETF 464289479 2870 57196 SH SOLE 0 0 0 57196 ISHARES TR CORE US AGGBD ET 464287226 518 5378 SH SOLE 0 0 0 5378 ISHARES TR US AER DEF ETF 464288760 399 4371 SH SOLE 0 0 0 4371 ISHARES TR IBOXX HI YD ETF 464288513 227 3184 SH SOLE 0 0 0 3184 ISHARES TR CONV BD ETF 46435G102 326 4737 SH SOLE 0 0 0 4737 ISHARES TR S&P MC 400GR ETF 464287606 434 6882 SH SOLE 0 0 0 6882 ISHARES TR MSCI ACWI ETF 464288257 2980 38283 SH SOLE 0 0 0 38283 ISHARES TR MSCI GBL MULTIFC 46434V316 386 13223 SH SOLE 0 0 0 13223 ISHARES TR CORE HIGH DV ETF 46429B663 392 4292 SH SOLE 0 0 0 4292 ISHARES TR CRE U S REIT ETF 464288521 1618 34054 SH SOLE 0 0 0 34054 ISHARES TR CORE S&P500 ETF 464287200 777 2165 SH SOLE 0 0 0 2165 ISHARES TR MSCI EAFE ETF 464287465 382 6814 SH SOLE 0 0 0 6814 ISHARES TR 20 YR TR BD ETF 464287432 338 3297 SH SOLE 0 0 0 3297 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 284 5761 SH SOLE 0 0 0 5761 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 252 7051 SH SOLE 0 0 0 7051 J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 46641Q407 1064 12448 SH SOLE 0 0 0 12448 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 12677 252735 SH SOLE 0 0 0 252735 J P MORGAN EXCHANGE TRADED F HIGH YLD RESRCH 46641Q878 322 7594 SH SOLE 0 0 0 7594 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 304 7088 SH SOLE 0 0 0 7088 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1277 24928 SH SOLE 0 0 0 24928 JOHNSON & JOHNSON COM 478160104 574 3512 SH SOLE 0 0 0 3512 JPMORGAN CHASE & CO COM 46625H100 542 5184 SH SOLE 0 0 0 5184 KAYNE ANDERSON ENERGY INFRST COM 486606106 335 41370 SH SOLE 0 0 0 41370 KROGER CO COM 501044101 582 13297 SH SOLE 0 0 0 13297 LATTICE STRATEGIES TR HARTFORD MLT SML 518416508 306 9450 SH SOLE 0 0 0 9450 MACERICH CO COM 554382101 88 11131 SH SOLE 0 0 0 11131 MERCK & CO INC COM 58933Y105 337 3917 SH SOLE 0 0 0 3917 META PLATFORMS INC CL A 30303M102 401 2958 SH SOLE 0 0 0 2958 MICROSOFT CORP COM 594918104 1898 8150 SH SOLE 0 0 0 8150 MOTOROLA SOLUTIONS INC COM NEW 620076307 472 2110 SH SOLE 0 0 0 2110 NEXTERA ENERGY INC COM 65339F101 368 4691 SH SOLE 0 0 0 4691 NORFOLK SOUTHN CORP COM 655844108 241 1150 SH SOLE 0 0 0 1150 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 4 16250 SH SOLE 0 0 0 16250 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 675 18982 SH SOLE 0 0 0 18982 NUVEEN REAL ESTATE INCOME FD COM 67071B108 90 11691 SH SOLE 0 0 0 11691 NUVEEN SR INCOME FD COM 67067Y104 67 14305 SH SOLE 0 0 0 14305 PALANTIR TECHNOLOGIES INC CL A 69608A108 198 24310 SH SOLE 0 0 0 24310 PAYPAL HLDGS INC COM 70450Y103 218 2532 SH SOLE 0 0 0 2532 PEPSICO INC COM 713448108 250 1531 SH SOLE 0 0 0 1531 PFIZER INC COM 717081103 309 7062 SH SOLE 0 0 0 7062 PHUNWARE INC COM 71948P100 39 32829 SH SOLE 0 0 0 32829 PROSHARES TR S&P 500 DV ARIST 74348A467 215 2694 SH SOLE 0 0 0 2694 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 404 9543 SH SOLE 0 0 0 9543 SCHWAB STRATEGIC TR US TIPS ETF 808524870 221 4271 SH SOLE 0 0 0 4271 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 244 6443 SH SOLE 0 0 0 6443 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 697 14436 SH SOLE 0 0 0 14436 SELECT SECTOR SPDR TR ENERGY 81369Y506 330 4586 SH SOLE 0 0 0 4586 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 655 5514 SH SOLE 0 0 0 5514 SHERWIN WILLIAMS CO COM 824348106 295 1440 SH SOLE 0 0 0 1440 SOFI TECHNOLOGIES INC COM 83406F102 114 23303 SH SOLE 0 0 0 23303 SPDR GOLD TR GOLD SHS 78463V107 807 5219 SH SOLE 0 0 0 5219 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 246 7913 SH SOLE 0 0 0 7913 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 251 9726 SH SOLE 0 0 0 9726 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1890 20630 SH SOLE 0 0 0 20630 SPDR SER TR PRTFLO S&P500 VL 78464A508 4232 122711 SH SOLE 0 0 0 122711 SPDR SER TR PORTFOLI S&P1500 78464A805 323 7311 SH SOLE 0 0 0 7311 SPDR SER TR NUVEEN BLMBRG MU 78468R721 904 20549 SH SOLE 0 0 0 20549 SPDR SER TR PRTFLO S&P500 GW 78464A409 5072 101241 SH SOLE 0 0 0 101241 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3700 148292 SH SOLE 0 0 0 148292 SPDR SER TR PORTFOLIO S&P400 78464A847 232 6011 SH SOLE 0 0 0 6011 SPDR SER TR S&P KENSHO CLEAN 78468R655 303 3572 SH SOLE 0 0 0 3572 SPDR SER TR PORTFOLIO S&P500 78464A854 3845 91574 SH SOLE 0 0 0 91574 SPDR SER TR PRTFLO S&P500 HI 78468R788 2291 64586 SH SOLE 0 0 0 64586 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 300 19259 SH SOLE 0 0 0 19259 SPROTT PHYSICAL GOLD TR UNIT 85207H104 132 10313 SH SOLE 0 0 0 10313 TESLA INC COM 88160R101 265 998 SH SOLE 0 0 0 998 THE NECESSITY RETAIL REIT IN COM CLASS A 02607T109 77 13102 SH SOLE 0 0 0 13102 UNITEDHEALTH GROUP INC COM 91324P102 254 502 SH SOLE 0 0 0 502 UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105 207 4785 SH SOLE 0 0 0 4785 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1278 17910 SH SOLE 0 0 0 17910 VANGUARD INDEX FDS SML CP GRW ETF 922908595 328 1679 SH SOLE 0 0 0 1679 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 681 8491 SH SOLE 0 0 0 8491 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 652 1987 SH SOLE 0 0 0 1987 VANGUARD INDEX FDS VALUE ETF 922908744 266 2152 SH SOLE 0 0 0 2152 VANGUARD INDEX FDS GROWTH ETF 922908736 964 4504 SH SOLE 0 0 0 4504 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 325 1904 SH SOLE 0 0 0 1904 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 467 9707 SH SOLE 0 0 0 9707 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 538 7247 SH SOLE 0 0 0 7247 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 557 7360 SH SOLE 0 0 0 7360 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 618 4570 SH SOLE 0 0 0 4570 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 469 12911 SH SOLE 0 0 0 12911 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1227 12936 SH SOLE 0 0 0 12936 VANGUARD WORLD FDS INF TECH ETF 92204A702 352 1146 SH SOLE 0 0 0 1146 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 238 1065 SH SOLE 0 0 0 1065 VANGUARD WORLD FDS ENERGY ETF 92204A306 421 4141 SH SOLE 0 0 0 4141 VERIZON COMMUNICATIONS INC COM 92343V104 309 8147 SH SOLE 0 0 0 8147 VISA INC COM CL A 92826C839 620 3492 SH SOLE 0 0 0 3492 WELLS FARGO CO NEW PERP PFD CNV A 949746804 625 519 SH SOLE 0 0 0 519 WISDOMTREE TR YIELD ENHANCD US 97717X511 734 17396 SH SOLE 0 0 0 17396 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 250 4963 SH SOLE 0 0 0 4963 WORKHORSE GROUP INC COM NEW 98138J206 57 20000 SH SOLE 0 0 0 20000