| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2020 | 117 | 206,613 | 13F-HR | 7/31/2020 | 000108514620001954 | Private Vista, LLC |
| Q1 2020 | 137 | 264,693 | 13F-HR | 5/4/2020 | 000108514620001296 | Private Vista, LLC |
| Q4 2019 | 147 | 371,111 | 13F-HR | 1/31/2020 | 000108514620000351 | Private Vista, LLC |
| Q3 2019 | 151 | 377,046 | 13F-HR | 10/22/2019 | 000108514619002604 | Private Vista, LLC |
| Q2 2019 | 152 | 399,613 | 13F-HR | 7/19/2019 | 000108514619001925 | Private Vista, LLC |
| Q1 2019 | 152 | 406,531 | 13F-HR | 5/8/2019 | 000108514619001402 | Private Vista, LLC |
| Q4 2018 | 149 | 430,174 | 13F-HR | 1/29/2019 | 000108514619000253 | Private Vista, LLC |
| Q3 2018 | 151 | 488,451 | 13F-HR | 11/13/2018 | 000108514618002626 | Private Vista, LLC |
| Q2 2018 | 156 | 432,691 | 13F-HR | 8/14/2018 | 000108514618002039 | Private Vista, LLC |
| Q1 2018 | 142 | 342,656 | 13F-HR | 6/6/2018 | 000108514618001579 | Private Vista, LLC |
| Q4 2017 | 73 | 333,150 | 13F-HR | 1/17/2018 | 000108514618000148 | Private Vista, LLC |
| Q3 2017 | 113 | 457,156 | 13F-HR | 11/2/2017 | 000108514617002181 | Private Vista, LLC |
| Q2 2017 | 95 | 413,846 | RESTATEMENT | 8/8/2017 | 000108514617001682 | Private Vista, LLC |
| Q2 2017 | 217 | 100,503 | 13F-HR | 8/4/2017 | 000108514617001647 | Private Vista, LLC |
| Q1 2017 | 80 | 402,376 | 13F-HR | 5/11/2017 | 000108514617001180 | Private Vista, LLC |
| Q4 2016 | 60 | 343,347 | 13F-HR | 2/13/2017 | 000108514617000551 | Private Vista, LLC |
| Q3 2016 | 77 | 394,896 | 13F-HR | 11/10/2016 | 000108514616004693 | Private Vista, LLC |
| Q2 2016 | 53 | 299,020 | 13F-HR | 7/19/2016 | 000108514616004002 | Private Vista, LLC |
| Q1 2016 | 44 | 281,125 | 13F-HR | 5/16/2016 | 000108514616003831 | Financial Strategy Network, LLC |
| Q4 2015 | 45 | 220,207 | 13F-HR | 2/16/2016 | 000108514616003193 | Financial Strategy Network, LLC |