President & Chief Compliance Officer

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 0 0 0 2494 ABBVIE INC COM 00287Y109 408678 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 0 0 0 3204 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 1245072 135040 SH SOLE 0 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 0 0 0 15648 AMAZON COM INC COM 023135106 623784 7426 SH SOLE 0 0 0 7426 AMERICAN TOWER CORP NEW COM 03027X100 200420 946 SH SOLE 0 0 0 946 AMPLIFY ETF TR HIGH INCOME 032108847 1371421 117719 SH SOLE 0 0 0 117719 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 325477 5421 SH SOLE 0 0 0 5421 APPLE INC COM 037833100 2598510 19999 SH SOLE 0 0 0 19999 ARES CAPITAL CORP COM 04010L103 532111 28809 SH SOLE 0 0 0 28809 ARK ETF TR INNOVATION ETF 00214Q104 351013 11236 SH SOLE 0 0 0 11236 AT&T INC COM 00206R102 536099 29120 SH SOLE 0 0 0 29120 ATMOS ENERGY CORP COM 049560105 245294 2189 SH SOLE 0 0 0 2189 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 919595 2977 SH SOLE 0 0 0 2977 BERKSHIRE HATHAWAY INC DEL CL A 084670108 937422 2 SH SOLE 0 0 0 2 BOEING CO COM 097023105 308253 1618 SH SOLE 0 0 0 1618 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 0 0 0 2189 CATERPILLAR INC COM 149123101 6329019 26419 SH SOLE 0 0 0 26419 CHEVRON CORP NEW COM 166764100 4313511 24032 SH SOLE 0 0 0 24032 CISCO SYS INC COM 17275R102 1140041 23930 SH SOLE 0 0 0 23930 CLOROX CO DEL COM 189054109 360517 2569 SH SOLE 0 0 0 2569 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 9620 10350 SH SOLE 0 0 0 10350 CME GROUP INC COM 12572Q105 323825 1926 SH SOLE 0 0 0 1926 COCA COLA CO COM 191216100 218090 3429 SH SOLE 0 0 0 3429 COHEN & STEERS CLOSED-END OP COM 19248P106 128228 12271 SH SOLE 0 0 0 12271 COLLABORATIVE INVESTMNT SER RAREVIEW DYNAMIC 19423L722 425441 18898 SH SOLE 0 0 0 18898 COSTCO WHSL CORP NEW COM 22160K105 397612 871 SH SOLE 0 0 0 871 DEERE & CO COM 244199105 365328 852 SH SOLE 0 0 0 852 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1678589 40341 SH SOLE 0 0 0 40341 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 602532 27895 SH SOLE 0 0 0 27895 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 0 0 0 874 EATON VANCE SR FLTNG RTE TR COM 27828Q105 504815 46144 SH SOLE 0 0 0 46144 ENERGY TRANSFER L P COM UT LTD PTN 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436452 6632 SH SOLE 0 0 0 6632 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 379692 4742 SH SOLE 0 0 0 4742 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 437920 4986 SH SOLE 0 0 0 4986 FIRST TR MORNINGSTAR DIVID L SHS 336917109 254384 6958 SH SOLE 0 0 0 6958 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 421041 5367 SH SOLE 0 0 0 5367 FORD MTR CO DEL COM 345370860 174643 15017 SH SOLE 0 0 0 15017 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 205760 15950 SH SOLE 0 0 0 15950 FREIGHTCAR AMER INC COM 357023100 38685 12089 SH SOLE 0 0 0 12089 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 86579 18382 SH SOLE 0 0 0 18382 FS KKR CAP CORP COM 302635206 416411 23795 SH SOLE 0 0 0 23795 GLOBAL PMTS INC COM 37940X102 414661 4175 SH SOLE 0 0 0 4175 GOLD ROYALTY CORP COMMON SHARES 38071H106 77759 33373 SH SOLE 0 0 0 33373 HERSHEY CO COM 427866108 1100563 4753 SH SOLE 0 0 0 4753 HOME DEPOT INC COM 437076102 697805 2209 SH SOLE 0 0 0 2209 INTEL CORP COM 458140100 214556 8118 SH SOLE 0 0 0 8118 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 441558 39495 SH SOLE 0 0 0 39495 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 779832 37985 SH SOLE 0 0 0 37985 INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT 46137V399 416585 20705 SH SOLE 0 0 0 20705 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 274469 3645 SH SOLE 0 0 0 3645 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 649144 7587 SH SOLE 0 0 0 7587 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 564575 7240 SH SOLE 0 0 0 7240 INVESCO QQQ TR UNIT SER 1 46090E103 301653 1133 SH SOLE 0 0 0 1133 ISHARES GOLD TR ISHARES NEW 464285204 311309 9000 SH SOLE 0 0 0 9000 ISHARES INC MSCI AUST ETF 464286103 311648 14019 SH SOLE 0 0 0 14019 ISHARES INC MSCI GBL MIN VOL 464286525 225863 2377 SH SOLE 0 0 0 2377 ISHARES SILVER TR ISHARES 46428Q109 1453815 66023 SH SOLE 0 0 0 66023 ISHARES TR US AER DEF ETF 464288760 504187 4507 SH SOLE 0 0 0 4507 ISHARES TR IBOXX HI YD ETF 464288513 232003 3151 SH SOLE 0 0 0 3151 ISHARES TR INTL SEL DIV ETF 464288448 222988 8210 SH SOLE 0 0 0 8210 ISHARES TR CRE U S REIT ETF 464288521 1738367 35154 SH SOLE 0 0 0 35154 ISHARES TR MSCI ACWI ETF 464288257 3255146 38350 SH SOLE 0 0 0 38350 ISHARES TR CORE LT USDB ETF 464289479 3069667 60280 SH SOLE 0 0 0 60280 ISHARES TR ISHARES BIOTECH 464287556 464557 3538 SH SOLE 0 0 0 3538 ISHARES TR MSCI EAFE ETF 464287465 446581 6803 SH SOLE 0 0 0 6803 ISHARES TR S&P MC 400GR ETF 464287606 466397 6829 SH SOLE 0 0 0 6829 ISHARES TR CORE S&P SCP ETF 464287804 383330 4050 SH SOLE 0 0 0 4050 ISHARES TR CORE S&P500 ETF 464287200 571291 1487 SH SOLE 0 0 0 1487 ISHARES TR 1 3 YR TREAS BD 464287457 2790354 34377 SH SOLE 0 0 0 34377 ISHARES TR 20 YR TR BD ETF 464287432 315718 3171 SH SOLE 0 0 0 3171 ISHARES TR CORE US AGGBD ET 464287226 520338 5365 SH SOLE 0 0 0 5365 ISHARES TR SELECT DIVID ETF 464287168 948733 7867 SH SOLE 0 0 0 7867 ISHARES TR TIPS BD ETF 464287176 438795 4122 SH SOLE 0 0 0 4122 ISHARES TR ISHARES SEMICDTR 464287523 222047 638 SH SOLE 0 0 0 638 ISHARES TR MSCI AC ASIA ETF 464288182 381230 5884 SH SOLE 0 0 0 5884 ISHARES TR US TREAS BD ETF 46429B267 486132 21397 SH SOLE 0 0 0 21397 ISHARES TR FLTG RATE NT ETF 46429B655 1987968 39499 SH SOLE 0 0 0 39499 ISHARES TR MSCI USA MIN VOL 46429B697 310679 4309 SH SOLE 0 0 0 4309 ISHARES TR CORE HIGH DV ETF 46429B663 809111 7762 SH SOLE 0 0 0 7762 ISHARES TR NEW YORK MUN ETF 464288323 492834 9405 SH SOLE 0 0 0 9405 ISHARES TR 0-5 YR TIPS ETF 46429B747 600197 6190 SH SOLE 0 0 0 6190 ISHARES TR CONV BD ETF 46435G102 331858 4777 SH SOLE 0 0 0 4777 ISHARES TR MSCI GBL MULTIFC 46434V316 422298 13297 SH SOLE 0 0 0 13297 ISHARES TR BROAD USD HIGH 46435U853 202701 5870 SH SOLE 0 0 0 5870 ISHARES TR MSCI USA SMCP MN 46435G433 233018 6735 SH SOLE 0 0 0 6735 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 290442 10303 SH SOLE 0 0 0 10303 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 274305 5567 SH SOLE 0 0 0 5567 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 343432 6969 SH SOLE 0 0 0 6969 J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 46641Q407 1134991 11975 SH SOLE 0 0 0 11975 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 12408997 247536 SH SOLE 0 0 0 247536 J P MORGAN EXCHANGE TRADED F HIGH YLD RESRCH 46641Q878 330860 7547 SH SOLE 0 0 0 7547 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 2545282 46711 SH SOLE 0 0 0 46711 JOHNSON & JOHNSON COM 478160104 633321 3585 SH SOLE 0 0 0 3585 JPMORGAN CHASE & CO COM 46625H100 295327 2202 SH SOLE 0 0 0 2202 KAYNE ANDERSON ENERGY INFRST COM 486606106 376945 44036 SH SOLE 0 0 0 44036 KROGER CO COM 501044101 597076 13393 SH SOLE 0 0 0 13393 LATTICE STRATEGIES TR HARTFORD MLT SML 518416508 337214 9451 SH SOLE 0 0 0 9451 MASTERCARD INCORPORATED CL A 57636Q104 228459 657 SH SOLE 0 0 0 657 MCDONALDS CORP COM 580135101 210297 798 SH SOLE 0 0 0 798 MERCK & CO INC COM 58933Y105 427035 3849 SH SOLE 0 0 0 3849 META PLATFORMS INC CL A 30303M102 297842 2475 SH SOLE 0 0 0 2475 MICROSOFT CORP COM 594918104 1998671 8334 SH SOLE 0 0 0 8334 MONDELEZ INTL INC CL A 609207105 201016 3016 SH SOLE 0 0 0 3016 MOTOROLA SOLUTIONS INC COM NEW 620076307 542965 2107 SH SOLE 0 0 0 2107 NEXTERA ENERGY INC COM 65339F101 374663 4482 SH SOLE 0 0 0 4482 NORFOLK SOUTHN CORP COM 655844108 284992 1157 SH SOLE 0 0 0 1157 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 3544 16050 SH SOLE 0 0 0 16050 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 710788 18324 SH SOLE 0 0 0 18324 NUVEEN REAL ESTATE INCOME FD COM 67071B108 108719 14381 SH SOLE 0 0 0 14381 NUVEEN SR INCOME FD COM 67067Y104 77240 16828 SH SOLE 0 0 0 16828 NVIDIA CORPORATION COM 67066G104 264661 1811 SH SOLE 0 0 0 1811 PACER FDS TR TRENDP US LAR CP 69374H105 219991 5868 SH SOLE 0 0 0 5868 PACER FDS TR US CASH COWS 100 69374H881 1442664 31193 SH SOLE 0 0 0 31193 PALANTIR TECHNOLOGIES INC CL A 69608A108 157752 24572 SH SOLE 0 0 0 24572 PARAMOUNT GLOBAL CLASS B COM 92556H206 172733 10233 SH 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 2423 SH SOLE 0 0 0 2423 PROCTER AND GAMBLE CO COM 742718109 233316 1539 SH SOLE 0 0 0 1539 PROSHARES TR S&P 500 DV ARIST 74348A467 242433 2694 SH SOLE 0 0 0 2694 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 453794 9407 SH SOLE 0 0 0 9407 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 408833 9055 SH SOLE 0 0 0 9055 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 269837 6661 SH SOLE 0 0 0 6661 SCHWAB STRATEGIC TR US TIPS ETF 808524870 233511 4509 SH SOLE 0 0 0 4509 SELECT SECTOR SPDR TR ENERGY 81369Y506 598053 6837 SH SOLE 0 0 0 6837 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 704221 5659 SH SOLE 0 0 0 5659 SHERWIN WILLIAMS CO COM 824348106 339619 1431 SH SOLE 0 0 0 1431 SOFI TECHNOLOGIES INC COM 83406F102 134672 29213 SH SOLE 0 0 0 29213 SPDR GOLD TR GOLD SHS 78463V107 915182 5395 SH SOLE 0 0 0 5395 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 298325 10048 SH SOLE 0 0 0 10048 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