0001891240-23-000001.txt : 20230125
0001891240-23-000001.hdr.sgml : 20230125
20230125172235
ACCESSION NUMBER: 0001891240-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230125
DATE AS OF CHANGE: 20230125
EFFECTIVENESS DATE: 20230125
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: 23553258
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
X0202
13F-HR
LIVE
false
false
false
0001891240
XXXXXXXX
12-31-2022
12-31-2022
Independent Wealth Network Inc.
2350 NW 128TH ST.
URBANDALE
IA
50323
13F HOLDINGS REPORT
028-21395
000286262
801-110559
N
Art Dinkin
President & Chief Compliance Officer
515-461-5123
Art DInkin
Urbandale
IA
01-25-2023
0
198
146200864
false
INFORMATION TABLE
2
iwn_13f.xml
ABBOTT LABS
COM
002824100
273816
2494
SH
SOLE
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0
0
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ABBVIE INC
COM
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2529
SH
SOLE
0
0
0
2529
ACTIVISION BLIZZARD INC
COM
00507V109
231124
3019
SH
SOLE
0
0
0
3019
AFLAC INC
COM
001055102
467394
6497
SH
SOLE
0
0
0
6497
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
282240
3204
SH
SOLE
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0
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3204
ALLIANCEBERNSTEIN GLOBAL HIG
COM
01879R106
1245072
135040
SH
SOLE
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0
0
135040
ALPHABET INC
CAP STK CL A
02079K305
248544
2817
SH
SOLE
0
0
0
2817
ALPHABET INC
CAP STK CL C
02079K107
208959
2355
SH
SOLE
0
0
0
2355
ALPS ETF TR
ALERIAN MLP
00162Q452
287413
7550
SH
SOLE
0
0
0
7550
ALTRIA GROUP INC
COM
02209S103
715285
15648
SH
SOLE
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0
0
15648
AMAZON COM INC
COM
023135106
623784
7426
SH
SOLE
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0
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7426
AMERICAN TOWER CORP NEW
COM
03027X100
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SOLE
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AMPLIFY ETF TR
HIGH INCOME
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117719
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ANHEUSER BUSCH INBEV SA/NV
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APPLE INC
COM
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SH
SOLE
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ARES CAPITAL CORP
COM
04010L103
532111
28809
SH
SOLE
0
0
0
28809
ARK ETF TR
INNOVATION ETF
00214Q104
351013
11236
SH
SOLE
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0
0
11236
AT&T INC
COM
00206R102
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29120
SH
SOLE
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0
0
29120
ATMOS ENERGY CORP
COM
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SH
SOLE
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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919595
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL A
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BOEING CO
COM
097023105
308253
1618
SH
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0
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BRIGHTSPIRE CAPITAL INC
COM CL A
10949T109
142457
22866
SH
SOLE
0
0
0
22866
CANOO INC
COM CL A
13803R102
65190
53000
SH
SOLE
0
0
0
53000
CASEYS GEN STORES INC
COM
147528103
491102
2189
SH
SOLE
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0
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2189
CATERPILLAR INC
COM
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6329019
26419
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26419
CHEVRON CORP NEW
COM
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24032
SH
SOLE
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CISCO SYS INC
COM
17275R102
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23930
SH
SOLE
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23930
CLOROX CO DEL
COM
189054109
360517
2569
SH
SOLE
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2569
CLOVER HEALTH INVESTMENTS CO
COM CL A
18914F103
9620
10350
SH
SOLE
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10350
CME GROUP INC
COM
12572Q105
323825
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SH
SOLE
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1926
COCA COLA CO
COM
191216100
218090
3429
SH
SOLE
0
0
0
3429
COHEN & STEERS CLOSED-END OP
COM
19248P106
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SH
SOLE
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COLLABORATIVE INVESTMNT SER
RAREVIEW DYNAMIC
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SH
SOLE
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COSTCO WHSL CORP NEW
COM
22160K105
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SH
SOLE
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0
0
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DEERE & CO
COM
244199105
365328
852
SH
SOLE
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US EQUITY ETF
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DIMENSIONAL ETF TRUST
WORLD EX US CORE
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SH
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DNP SELECT INCOME FD INC
COM
23325P104
129600
11520
SH
SOLE
0
0
0
11520
DOLLAR GEN CORP NEW
COM
256677105
215223
874
SH
SOLE
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EATON VANCE SR FLTNG RTE TR
COM
27828Q105
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SH
SOLE
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ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
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SH
SOLE
0
0
0
64444
ETF MANAGERS TR
PRIME CYBR SCRTY
26924G201
390617
8868
SH
SOLE
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0
0
8868
EXXON MOBIL CORP
COM
30231G102
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7684
SH
SOLE
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FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
1604068
95480
SH
SOLE
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FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
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FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
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FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
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FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
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SH
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FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
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SH
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FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
33738R118
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SH
SOLE
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FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
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SH
SOLE
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FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
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SH
SOLE
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FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
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SH
SOLE
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FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
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SOLE
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FIRST TR MID CAP CORE ALPHAD
COM SHS
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SH
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4986
FIRST TR MORNINGSTAR DIVID L
SHS
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SH
SOLE
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FIRST TR SML CP CORE ALPHA F
COM SHS
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SH
SOLE
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FORD MTR CO DEL
COM
345370860
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SH
SOLE
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FRANKLIN BSP RLTY TR INC
COMMON STOCK
35243J101
205760
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SH
SOLE
0
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15950
FREIGHTCAR AMER INC
COM
357023100
38685
12089
SH
SOLE
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0
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FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
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18382
SH
SOLE
0
0
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FS KKR CAP CORP
COM
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SH
SOLE
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23795
GLOBAL PMTS INC
COM
37940X102
414661
4175
SH
SOLE
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0
4175
GOLD ROYALTY CORP
COMMON SHARES
38071H106
77759
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SH
SOLE
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33373
HERSHEY CO
COM
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1100563
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SH
SOLE
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HOME DEPOT INC
COM
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SH
SOLE
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INTEL CORP
COM
458140100
214556
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SH
SOLE
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INVESCO EXCH TRADED FD TR II
PFD ETF
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INVESCO EXCH TRADED FD TR II
SR LN ETF
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S&P500 BUY WRT
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INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
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INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
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INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
46137V258
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SH
SOLE
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0
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INVESCO QQQ TR
UNIT SER 1
46090E103
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SH
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1133
ISHARES GOLD TR
ISHARES NEW
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311309
9000
SH
SOLE
0
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ISHARES INC
MSCI AUST ETF
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14019
SH
SOLE
0
0
0
14019
ISHARES INC
MSCI GBL MIN VOL
464286525
225863
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SH
SOLE
0
0
0
2377
ISHARES SILVER TR
ISHARES
46428Q109
1453815
66023
SH
SOLE
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ISHARES TR
US AER DEF ETF
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SH
SOLE
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ISHARES TR
IBOXX HI YD ETF
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SH
SOLE
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ISHARES TR
INTL SEL DIV ETF
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SH
SOLE
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ISHARES TR
CRE U S REIT ETF
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ISHARES TR
MSCI ACWI ETF
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SH
SOLE
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0
38350
ISHARES TR
CORE LT USDB ETF
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SH
SOLE
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ISHARES TR
ISHARES BIOTECH
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3538
SH
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ISHARES TR
MSCI EAFE ETF
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SOLE
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ISHARES TR
S&P MC 400GR ETF
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ISHARES TR
CORE S&P SCP ETF
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SOLE
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ISHARES TR
CORE S&P500 ETF
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ISHARES TR
1 3 YR TREAS BD
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34377
ISHARES TR
20 YR TR BD ETF
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3171
ISHARES TR
CORE US AGGBD ET
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SH
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ISHARES TR
SELECT DIVID ETF
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ISHARES TR
TIPS BD ETF
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ISHARES TR
ISHARES SEMICDTR
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ISHARES TR
MSCI AC ASIA ETF
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ISHARES TR
US TREAS BD ETF
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ISHARES TR
FLTG RATE NT ETF
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39499
ISHARES TR
MSCI USA MIN VOL
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ISHARES TR
CORE HIGH DV ETF
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ISHARES TR
NEW YORK MUN ETF
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ISHARES TR
0-5 YR TIPS ETF
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ISHARES TR
CONV BD ETF
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ISHARES TR
MSCI GBL MULTIFC
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ISHARES TR
BROAD USD HIGH
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ISHARES TR
MSCI USA SMCP MN
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ISHARES U S ETF TR
GSCI CMDTY STGY
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ISHARES U S ETF TR
BLACKROCK ST MAT
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DIV RTN INT EQ
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SH
SOLE
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J P MORGAN EXCHANGE TRADED F
JPMORGAN DIVER
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SH
SOLE
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J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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SH
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J P MORGAN EXCHANGE TRADED F
HIGH YLD RESRCH
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SH
SOLE
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J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
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SH
SOLE
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COM
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SH
SOLE
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JPMORGAN CHASE & CO
COM
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SH
SOLE
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2202
KAYNE ANDERSON ENERGY INFRST
COM
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SH
SOLE
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KROGER CO
COM
501044101
597076
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SH
SOLE
0
0
0
13393
LATTICE STRATEGIES TR
HARTFORD MLT SML
518416508
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SH
SOLE
0
0
0
9451
MASTERCARD INCORPORATED
CL A
57636Q104
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657
SH
SOLE
0
0
0
657
MCDONALDS CORP
COM
580135101
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798
SH
SOLE
0
0
0
798
MERCK & CO INC
COM
58933Y105
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SH
SOLE
0
0
0
3849
META PLATFORMS INC
CL A
30303M102
297842
2475
SH
SOLE
0
0
0
2475
MICROSOFT CORP
COM
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SH
SOLE
0
0
0
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MONDELEZ INTL INC
CL A
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201016
3016
SH
SOLE
0
0
0
3016
MOTOROLA SOLUTIONS INC
COM NEW
620076307
542965
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SH
SOLE
0
0
0
2107
NEXTERA ENERGY INC
COM
65339F101
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SH
SOLE
0
0
0
4482
NORFOLK SOUTHN CORP
COM
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SH
SOLE
0
0
0
1157
NORTHERN DYNASTY MINERALS LT
COM NEW
66510M204
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SH
SOLE
0
0
0
16050
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
66538H591
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SH
SOLE
0
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0
18324
NUVEEN REAL ESTATE INCOME FD
COM
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SH
SOLE
0
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14381
NUVEEN SR INCOME FD
COM
67067Y104
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SH
SOLE
0
0
0
16828
NVIDIA CORPORATION
COM
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SH
SOLE
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1811
PACER FDS TR
TRENDP US LAR CP
69374H105
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SH
SOLE
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PACER FDS TR
US CASH COWS 100
69374H881
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SH
SOLE
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31193
PALANTIR TECHNOLOGIES INC
CL A
69608A108
157752
24572
SH
SOLE
0
0
0
24572
PARAMOUNT GLOBAL
CLASS B COM
92556H206
172733
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SOLE
0
0
0
10233
PEPSICO INC
COM
713448108
276783
1532
SH
SOLE
0
0
0
1532
PFIZER INC
COM
717081103
378116
7379
SH
SOLE
0
0
0
7379
PHUNWARE INC
COM
71948P100
25149
32521
SH
SOLE
0
0
0
32521
PIMCO ETF TR
ACTIVE BD ETF
72201R775
246631
2726
SH
SOLE
0
0
0
2726
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
203338
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SH
SOLE
0
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0
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PROCTER AND GAMBLE CO
COM
742718109
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SH
SOLE
0
0
0
1539
PROSHARES TR
S&P 500 DV ARIST
74348A467
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SH
SOLE
0
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0
2694
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
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SH
SOLE
0
0
0
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SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
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SH
SOLE
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0
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SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
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SH
SOLE
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0
6661
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
233511
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SH
SOLE
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4509
SELECT SECTOR SPDR TR
ENERGY
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SOLE
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SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
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SH
SOLE
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0
0
5659
SHERWIN WILLIAMS CO
COM
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SH
SOLE
0
0
0
1431
SOFI TECHNOLOGIES INC
COM
83406F102
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29213
SH
SOLE
0
0
0
29213
SPDR GOLD TR
GOLD SHS
78463V107
915182
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SH
SOLE
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5395
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
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SH
SOLE
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SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
274755
8336
SH
SOLE
0
0
0
8336
SPDR SER TR
NUVEEN BLMBRG MU
78468R721
973484
21339
SH
SOLE
0
0
0
21339
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
2491141
27235
SH
SOLE
0
0
0
27235
SPDR SER TR
PORTFOLIO S&P500
78464A854
4158342
92449
SH
SOLE
0
0
0
92449
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
3839470
152784
SH
SOLE
0
0
0
152784
SPDR SER TR
PORTFOLIO S&P400
78464A847
255924
6022
SH
SOLE
0
0
0
6022
SPDR SER TR
PRTFLO S&P500 GW
78464A409
5376594
106110
SH
SOLE
0
0
0
106110
SPDR SER TR
PORTFOLI S&P1500
78464A805
347266
7343
SH
SOLE
0
0
0
7343
SPDR SER TR
PRTFLO S&P500 VL
78464A508
4812072
123735
SH
SOLE
0
0
0
123735
SPDR SER TR
S&P KENSHO CLEAN
78468R655
313837
3827
SH
SOLE
0
0
0
3827
SPDR SER TR
PORTFOLIO S&P600
78468R853
219121
5927
SH
SOLE
0
0
0
5927
SPDR SER TR
PRTFLO S&P500 HI
78468R788
2784228
70344
SH
SOLE
0
0
0
70344
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
325627
18161
SH
SOLE
0
0
0
18161
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
144032
10215
SH
SOLE
0
0
0
10215
THE NECESSITY RETAIL REIT IN
COM CLASS A
02607T109
72882
12290
SH
SOLE
0
0
0
12290
TRACTOR SUPPLY CO
COM
892356106
212597
945
SH
SOLE
0
0
0
945
UNION PAC CORP
COM
907818108
204585
988
SH
SOLE
0
0
0
988
UNITEDHEALTH GROUP INC
COM
91324P102
241232
455
SH
SOLE
0
0
0
455
UNIVERSAL HEALTH RLTY INCOME
SH BEN INT
91359E105
228429
4786
SH
SOLE
0
0
0
4786
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1231887
17148
SH
SOLE
0
0
0
17148
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
344823
1918
SH
SOLE
0
0
0
1918
VANGUARD INDEX FDS
VALUE ETF
922908744
319039
2273
SH
SOLE
0
0
0
2273
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
739780
8969
SH
SOLE
0
0
0
8969
VANGUARD INDEX FDS
GROWTH ETF
922908736
810287
3802
SH
SOLE
0
0
0
3802
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
337924
1685
SH
SOLE
0
0
0
1685
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
478377
1362
SH
SOLE
0
0
0
1362
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
374301
8013
SH
SOLE
0
0
0
8013
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
208600
4215
SH
SOLE
0
0
0
4215
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
612831
7906
SH
SOLE
0
0
0
7906
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
690176
4545
SH
SOLE
0
0
0
4545
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
556077
13249
SH
SOLE
0
0
0
13249
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1435950
13270
SH
SOLE
0
0
0
13270
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
229689
1350
SH
SOLE
0
0
0
1350
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
255100
1028
SH
SOLE
0
0
0
1028
VANGUARD WORLD FDS
ENERGY ETF
92204A306
478236
3943
SH
SOLE
0
0
0
3943
VANGUARD WORLD FDS
INF TECH ETF
92204A702
347546
1088
SH
SOLE
0
0
0
1088
VERIZON COMMUNICATIONS INC
COM
92343V104
319739
8115
SH
SOLE
0
0
0
8115
VISA INC
COM CL A
92826C839
732753
3527
SH
SOLE
0
0
0
3527
WELLS FARGO CO NEW
PERP PFD CNV A
949746804
612645
517
SH
SOLE
0
0
0
517
WISDOMTREE TR
US MIDCAP DIVID
97717W505
266226
6471
SH
SOLE
0
0
0
6471
WISDOMTREE TR
YIELD ENHANCD US
97717X511
794911
18638
SH
SOLE
0
0
0
18638
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
247027
4914
SH
SOLE
0
0
0
4914
WORKHORSE GROUP INC
COM NEW
98138J206
22800
15000
SH
SOLE
0
0
0
15000
WYNN RESORTS LTD
COM
983134107
251451
3049
SH
SOLE
0
0
0
3049