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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
$3.27B +$2.28M +27,249 +0.1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.96B +$20.5M +244,450 +1%
MFRM
3
Milliman Financial Risk Management
Illinois
$1.93B -$27.7M -329,967 -1%
Wells Fargo
4
Wells Fargo
California
$1.52B +$243M +2,901,854 +19%
LPL Financial
5
LPL Financial
California
$1.43B +$201M +2,398,720 +16%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29B +$38.9M +464,529 +3%
BlackRock
7
BlackRock
New York
$1.19B -$62.4M -744,676 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.18B +$68.3M +814,635 +6%
QI
9
QS Investors
New York
$1.15B -$38.6M -460,235 -3%
SEI Investments
10
SEI Investments
Pennsylvania
$1.01B +$36.9M +439,851 +4%
Morgan Stanley
11
Morgan Stanley
New York
$709M +$23.1M +276,093 +3%
Bank of America
12
Bank of America
North Carolina
$532M +$54.3M +647,278 +11%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$487M +$2.04M +24,304 +0.4%
Vanguard Group
14
Vanguard Group
Pennsylvania
$472M +$63.1M +752,946 +16%
MIS
15
Morningstar Investment Services
Illinois
$457M -$4.33M -51,605 -0.9%
State Street
16
State Street
Massachusetts
$453M +$17.3M +206,740 +4%
RIG
17
RiverFront Investment Group
Virginia
$414M +$107M +1,272,425 +35%
Citigroup
18
Citigroup
New York
$349M -$12.8M -152,904 -4%
UBS Group
19
UBS Group
Switzerland
$311M +$15.7M +187,771 +5%
M&T Bank
20
M&T Bank
New York
$294M +$22.9M +272,655 +8%
LNC
21
Lincoln National Corp
Pennsylvania
$277M +$3.49M +41,624 +1%
Ameriprise
22
Ameriprise
Minnesota
$267M +$17.9M +213,124 +7%
CSIA
23
Charles Schwab Investment Advisory
California
$241M -$2.28M -27,240 -0.9%
Creative Planning
24
Creative Planning
Kansas
$209M -$8.68M -103,497 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$209M +$11.3M +134,552 +6%