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
FTEC Fidelity Covington Tr Msci Inf	$0	$394,000 0.15% of portfolio	1,999	Q2 2025 Added 0.55%
NYF Ishares New York Muni Bond ETF	$0	$386,000 0.15% of portfolio	7,420	Q2 2025 Added 0.05%
IVW Ishares S&P 500 Growth ETF	$0	$378,000 0.15% of portfolio	3,441	Q2 2025 Added 0.38%
VDE Vanguard Energy ETF	$0	$376,000 0.15% of portfolio	3,146	Q2 2025 Added 4.38%
VGT Vanguard Information Technolog	$0	$371,000 0.14% of portfolio	560	Q2 2025 Added 11.33%
LQD Ishares Iboxx $ Investment Gra	$0	$371,000 0.14% of portfolio	3,391	Q2 2025 Added 0.62%
IJR Ishares Core S&P Sm Cap ETF	$0	$368,000 0.14% of portfolio	3,370	Q2 2025 Reduced 0.62%
SPSM Spdr Portfolio S&P 600 Small C	$0	$364,000 0.14% of portfolio	8,561	Q2 2025 Added 2.98%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$360,000 0.14% of portfolio	7,349	Q2 2025 Reduced 9.23%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$332,000 0.13% of portfolio	6,812	Q2 2025 Added 6.6%
CNRG Spdr S&P Kensho Clean Power Et	$0	$325,000 0.13% of portfolio	5,481	Q2 2025 Reduced 5.71%
VWO Vanguard Ftse Emerging Mkts Et	$0	$315,000 0.12% of portfolio	6,380	Q2 2025 Reduced 5.64%
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$308,000 0.12% of portfolio	6,072	Q2 2025 Reduced 30.41%
USMV Ishares Msci Usa Min Vol Facto	$0	$301,000 0.12% of portfolio	3,213	Q2 2025 Reduced 1.2%
FV First Trust Dorsey Wright Focu	$0	$301,000 0.12% of portfolio	5,082	Q2 2025 Added 17.56%
MUB Ishares National Muni Bond ETF	$0	$297,000 0.12% of portfolio	2,848	Q2 2025 Added 19.46%
IEMG Ishares Inc	$0	$297,000 0.12% of portfolio	5,544	Q2 2025 Added 43.96%
PSR Invesco Actively	$0	$288,000 0.11% of portfolio	3,161	Q2 2025 Added 0.86%
BNDX Vanguard Total International B	$0	$263,000 0.1% of portfolio	5,316	Q2 2025 Added 1.96%
HFXI Indexiq Iq 50 Percent Hedged F	$0	$256,000 0.1% of portfolio	8,718	Q2 2025 Added 2.12%
SCHX Schwab Strategic Tr Us Large C	$0	$244,000 0.09% of portfolio	10,021	Q2 2025 Added 3.75%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$239,000 0.09% of portfolio	4,408	Q2 2025 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$233,000 0.09% of portfolio	4,239	Q2 2025 Added 3.44%
ACWV Ishares Msci Global Min Vol Fa	$0	$224,000 0.09% of portfolio	1,892	Q2 2025 Reduced 3.96%
HYG Ishares Tr	$0	$221,000 0.09% of portfolio	2,747	Q2 2025 Reduced 0.07%
IMCG Ishare Morningstar Mid Cap Gro	$0	$211,000 0.08% of portfolio	2,634	Q2 2025 Reduced 27.5%
VBR Vanguard Small Cap Value ETF	$0	$208,000 0.08% of portfolio	1,067	Q2 2025 New
FTRI First Tr ETF Fd Ii First Tr In	$0	$208,000 0.08% of portfolio	14,646	Q2 2025 Reduced 3.7%
FDL First Tr Morningstar Dividend	$0	$206,000 0.08% of portfolio	4,927	Q2 2025 New
VT Vanguard Total World Stk Index	$0	$201,000 0.08% of portfolio	1,566	Q2 2025 New
ACWF Ishares Msci Global Multifacto	$0	$0 0.0% of portfolio	9,521	Q2 2025 Reduced 4.55%

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