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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
$3B +$194M +2,189,791 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.54B +$494M +5,567,252 +24%
Morgan Stanley
3
Morgan Stanley
New York
$2.07B +$120M +1,348,367 +6%
LPL Financial
4
LPL Financial
California
$1.74B -$19.8M -222,980 -1%
MFRM
5
Milliman Financial Risk Management
Illinois
$1.61B +$8.86M +99,948 +0.5%
Bank of America
6
Bank of America
North Carolina
$1.53B +$312M +3,516,614 +25%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38B +$25.8M +290,743 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.35B +$40.6M +457,472 +3%
Wells Fargo
9
Wells Fargo
California
$1.28B -$362M -4,078,763 -22%
Creative Planning
10
Creative Planning
Kansas
$1.15B +$513M +5,782,759 +80%
SEI Investments
11
SEI Investments
Pennsylvania
$1.1B +$77.1M +869,856 +7%
BlackRock
12
BlackRock
New York
$981M -$87.3M -984,690 -8%
QI
13
QS Investors
New York
$940M +$92.6M +1,044,149 +11%
Vanguard Group
14
Vanguard Group
Pennsylvania
$754M +$115M +1,292,820 +18%
MIS
15
Morningstar Investment Services
Illinois
$572M +$33.5M +378,248 +6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$528M -$4.02M -45,380 -0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$431M +$188M +2,116,794 +77%
AF
18
Allworth Financial
California
$428M +$17.3M +195,597 +4%
Ameriprise
19
Ameriprise
Minnesota
$421M +$45.2M +509,909 +12%
RIG
20
RiverFront Investment Group
Virginia
$416M +$3.33M +37,546 +0.8%
M&T Bank
21
M&T Bank
New York
$398M +$59.5M +670,559 +17%
UBS Group
22
UBS Group
Switzerland
$384M +$53.3M +601,477 +16%
Goldman Sachs
23
Goldman Sachs
New York
$357M +$13.7M +154,662 +4%
LNC
24
Lincoln National Corp
Pennsylvania
$318M +$17.5M +197,641 +6%
Jane Street
25
Jane Street
New York
$312M +$247M +2,789,630 +374%