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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
$3.29B +$212M +2,454,288 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.86B +$276M +3,198,837 +10%
Morgan Stanley
3
Morgan Stanley
New York
$2.12B +$55.7M +645,596 +3%
Creative Planning
4
Creative Planning
Kansas
$2.07B +$516M +5,977,766 +32%
LPL Financial
5
LPL Financial
California
$1.96B +$78.9M +914,863 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.56B +$213M +2,469,324 +15%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53B -$4.15M -48,089 -0.3%
MFRM
8
Milliman Financial Risk Management
Illinois
$1.49B -$17.3M -201,121 -1%
Wells Fargo
9
Wells Fargo
California
$1.38B +$100M +1,162,805 +8%
Bank of America
10
Bank of America
North Carolina
$1.31B +$560M +6,493,064 +73%
BlackRock
11
BlackRock
New York
$1.2B +$65.6M +760,732 +6%
SEI Investments
12
SEI Investments
Pennsylvania
$1.18B
QI
13
QS Investors
New York
$955M -$48.3M -560,578 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$866M +$434M +5,034,490 +97%
Vanguard Group
15
Vanguard Group
Pennsylvania
$838M +$93.3M +1,081,593 +12%
MIS
16
Morningstar Investment Services
Illinois
$541M +$5.87M +68,086 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$518M +$2.41M +27,899 +0.5%
AF
18
Allworth Financial
California
$481M +$31M +360,025 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$472M +$15.7M +182,037 +3%
M&T Bank
20
M&T Bank
New York
$440M +$32.7M +379,697 +8%
Goldman Sachs
21
Goldman Sachs
New York
$405M +$4.14M +47,973 +1%
RIG
22
RiverFront Investment Group
Virginia
$402M -$2.68M -31,123 -0.7%
UBS Group
23
UBS Group
Switzerland
$365M -$37.5M -434,760 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$362M +$43.2M +500,928 +13%
LNC
25
Lincoln National Corp
Pennsylvania
$348M +$27.1M +314,513 +8%