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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.65B -$67.7M -866,572 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.89B +$177M +2,268,971 +11%
MFRM
3
Milliman Financial Risk Management
Illinois
$1.81B -$326M -4,174,436 -15%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17B -$25.4M -324,788 -2%
Wells Fargo
5
Wells Fargo
California
$1.12B -$44.3M -567,062 -4%
QI
6
QS Investors
New York
$1.06B +$107M +1,367,873 +11%
LPL Financial
7
LPL Financial
California
$1.04B +$5.87M +75,138 +0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$945M -$1.18B -15,149,607 -56%
SEI Investments
9
SEI Investments
Pennsylvania
$836M -$43.2M -553,124 -5%
Morgan Stanley
10
Morgan Stanley
New York
$583M -$88.5M -1,131,994 -13%
Bank of America
11
Bank of America
North Carolina
$449M +$51M +652,528 +13%
MIS
12
Morningstar Investment Services
Illinois
$414M -$17.2M -219,466 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$397M +$77.8M +995,340 +25%
State Street
14
State Street
Massachusetts
$391M +$30.9M +395,059 +9%
UBS Group
15
UBS Group
Switzerland
$338M +$30.4M +388,953 +10%
BlackRock
16
BlackRock
New York
$316M -$37.6M -480,764 -11%
Citigroup
17
Citigroup
New York
$273M +$43M +550,378 +19%
Vanguard Group
18
Vanguard Group
Pennsylvania
$250M +$33.4M +427,861 +16%
CSIA
19
Charles Schwab Investment Advisory
California
$246M -$11.4M -145,592 -4%
M&T Bank
20
M&T Bank
New York
$244M +$41.9M +536,067 +21%
LNC
21
Lincoln National Corp
Pennsylvania
$240M -$667K -8,533 -0.3%
Creative Planning
22
Creative Planning
Kansas
$218M +$35.2M +450,545 +20%
Ameriprise
23
Ameriprise
Minnesota
$206M +$17.4M +222,822 +10%
Betterment LLC
24
Betterment LLC
New York
$200M -$12.1M -154,562 -6%
RIG
25
RiverFront Investment Group
Virginia
$173M +$171M +2,188,619 New