Independent Wealth Network Inc. ETFs

Independent Wealth Network Inc.

$257 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VIG Vanguard Dividend Appreciation	$0	$900,000 0.35% of portfolio	4,946	Q2 2025 Added 0.82%
SCHG Schwab Strategic Tr Us Large C	$0	$800,000 0.31% of portfolio	27,389	Q2 2025 Added 1.93%
VOT Vanguard Mid Cap Growth Index	$0	$797,000 0.31% of portfolio	2,806	Q2 2025 Added 0.36%
EWA Ishares Msci Australia ETF	$0	$748,000 0.29% of portfolio	28,442	Q2 2025 Added 0.73%
JSML Janus Detroit Str Tr Henderson	$0	$745,000 0.29% of portfolio	11,050	Q2 2025 Added 6.41%
FRTY Alger ETF Tr Mid Cap 40 ETF	$0	$735,000 0.29% of portfolio	38,260	Q2 2025 Added 11.52%
IDV Ishares Tr	$0	$726,000 0.28% of portfolio	21,062	Q2 2025 Added 2.83%
JCPB J P Morgan Exchange Traded Fd	$0	$724,000 0.28% of portfolio	15,395	Q2 2025 Added 2.11%
IDEV Ishares Core Msci Intl Develop	$0	$710,000 0.28% of portfolio	9,340	Q2 2025 Added 53.24%
AAXJ Ishares Msci All Country Asia	$0	$708,000 0.28% of portfolio	8,570	Q2 2025 Added 0.43%
SDVY First Tr ETF Vi Smid Cap Risin	$0	$700,000 0.27% of portfolio	19,850	Q2 2025 Reduced 2.78%
BUFB Innovator Etfs Tr Laddered Fd	$0	$699,000 0.27% of portfolio	20,660	Q2 2025 Reduced 0.66%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$694,000 0.27% of portfolio	16,238	Q2 2025 Added 0.09%
VEA Vanguard Ftse Developed Market	$0	$664,000 0.26% of portfolio	11,660	Q2 2025 Reduced 5.09%
FYC First Trust Small Cap Growth A	$0	$649,000 0.25% of portfolio	8,163	Q2 2025 Added 2.33%
ICVT Ishares Tr Convertible Bond Et	$0	$647,000 0.25% of portfolio	7,182	Q2 2025 Added 5.85%
AGG Ishares Core U.S. Aggregate Bo	$0	$639,000 0.25% of portfolio	6,447	Q2 2025 Added 4.52%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$634,000 0.25% of portfolio	8,475	Q2 2025 Added 0.31%
FEX First Tr Large Cap Core Alphde	$0	$631,000 0.25% of portfolio	5,741	Q2 2025 Added 1.09%
QQQM Invesco Exchange Traded Fd Tr	$0	$631,000 0.25% of portfolio	2,780	Q2 2025 New
PKW Invesco Exchange Traded Fd Tr	$0	$627,000 0.24% of portfolio	5,077	Q2 2025 Reduced 4.14%
USHY Ishares Tr Broad Usd High Yiel	$0	$627,000 0.24% of portfolio	16,740	Q2 2025 Reduced 1.36%
FTCS First Trust Capital Strength E	$0	$626,000 0.24% of portfolio	6,895	Q2 2025 Added 1.31%
XCCC Bondbloxx ETF Tr Ccc Rated Usd	$0	$613,000 0.24% of portfolio	15,867	Q2 2025 New
TFI Spdr Nuveen Bloomberg Municipa	$0	$604,000 0.23% of portfolio	13,536	Q2 2025 Added 0.05%
VTV Vanguard Value ETF	$0	$600,000 0.23% of portfolio	3,395	Q2 2025 Added 57.25%
WINN Harbor ETF Tr Harbor Long Term	$0	$593,000 0.23% of portfolio	23,292	Q2 2025 Added 20.33%
RPV Invesco Exchange Traded Fd Tr	$0	$590,000 0.23% of portfolio	6,303	Q2 2025 Reduced 0.66%
JPIN Jp Morgan Diversified Return I	$0	$589,000 0.23% of portfolio	9,193	Q2 2025 Reduced 1.68%
DLN Wisdomtree Tr U.S Largecap Div	$0	$586,000 0.23% of portfolio	7,141	Q2 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$537,000 0.21% of portfolio	19,415	Q2 2025 Added 1.48%
IWM Ishares Russell 2000 ETF	$0	$534,000 0.21% of portfolio	2,477	Q2 2025 Added 2.57%
IJK Ishares S&P Midcap 400 Growth	$0	$527,000 0.2% of portfolio	5,796	Q2 2025 Reduced 0.57%
FTHI First Trust Exchange Traded Fd	$0	$515,000 0.2% of portfolio	22,575	Q2 2025 Reduced 6.95%
IVE Ishares S&P 500 Value ETF	$0	$510,000 0.2% of portfolio	2,610	Q2 2025 Reduced 0.08%
USFR Wisdomtree Floating Rate Treas	$0	$508,000 0.2% of portfolio	10,101	Q2 2025 Reduced 0.27%
FTSM First Tr Enhanced Traded Fd Iv	$0	$501,000 0.19% of portfolio	8,371	Q2 2025 Reduced 42.36%
HDV Ishares Core High Dividend ETF	$0	$500,000 0.19% of portfolio	4,275	Q2 2025 Reduced 0.12%
HYLS First Tr Tactical High Yield L	$0	$456,000 0.18% of portfolio	10,929	Q2 2025 Added 8.44%
SCHO Schwab Short Term Us Treasury	$0	$456,000 0.18% of portfolio	18,711	Q2 2025 Added 2.27%
FYX First Tr Small Cap Core Alphad	$0	$452,000 0.18% of portfolio	4,650	Q2 2025 Added 1.55%
FNX First Tr Mid Cap Core Alphadex	$0	$443,000 0.17% of portfolio	3,861	Q2 2025 Reduced 0.23%
BITO Proshares Tr Bitcoin Strategy	$0	$441,000 0.17% of portfolio	20,534	Q2 2025 Added 70.04%
FTA First Tr Large Cap Value	$0	$437,000 0.17% of portfolio	5,570	Q2 2025 Reduced 0.64%
IBB Ishares Biotechnology ETF	$0	$425,000 0.17% of portfolio	3,363	Q2 2025 Reduced 2.69%
AIRR First Tr Vi Rba Amern Indl Ren	$0	$421,000 0.16% of portfolio	5,178	Q2 2025 Added 4.86%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$413,000 0.16% of portfolio	5,882	Q2 2025 Reduced 15.21%
SPMD Spdr Portfolio	$0	$406,000 0.16% of portfolio	7,468	Q2 2025 Added 1.62%
RDVY First Trust Rising Dividend Ac	$0	$404,000 0.16% of portfolio	6,446	Q2 2025 Reduced 0.05%
FDVV Fidelity High Dividend ETF	$0	$395,000 0.15% of portfolio	7,612	Q2 2025 Added 7.79%

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