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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.13B +$328M +3,852,933 +9%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.99B +$207M +2,431,554 +5%
Creative Planning
3
Creative Planning
Kansas
$3.68B +$440M +5,161,110 +14%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.62B +$112M +1,310,083 +3%
LPL Financial
5
LPL Financial
California
$2.71B +$107M +1,259,172 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.85B +$60.2M +706,340 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.85B +$237M +2,777,122 +15%
SEI Investments
8
SEI Investments
Pennsylvania
$1.64B +$269M +3,152,687 +19%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55B +$171M +2,008,313 +12%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.33B – – –
BlackRock
11
BlackRock
New York
$1.21B +$15M +175,719 +1%
Wells Fargo
12
Wells Fargo
California
$1.2B -$53.5M -628,430 -4%
Vanguard Group
13
Vanguard Group
Pennsylvania
$972M -$21.7M -254,958 -2%
Bank of America
14
Bank of America
North Carolina
$850M +$112M +1,319,254 +15%
MIS
15
Morningstar Investment Services
Illinois
$741M +$52.1M +612,164 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$633M +$14.3M +167,898 +2%
AF
17
Allworth Financial
California
$615M +$66.2M +777,250 +12%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$512M -$2.4M -28,167 -0.5%
Goldman Sachs
19
Goldman Sachs
New York
$462M -$37.6M -441,133 -7%
Osaic Holdings
20
Osaic Holdings
Arizona
$452M +$30.8M +361,729 +7%
Ameriprise
21
Ameriprise
Minnesota
$360M +$45.7M +536,170 +14%
UBS Group
22
UBS Group
Switzerland
$347M -$542K -6,360 -0.2%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$296M +$94.4M +1,107,856 +46%
LWM
24
Liberty Wealth Management
California
$270M -$794K -9,319 -75%
State Street
25
State Street
Massachusetts
$261M -$40.5M -476,026 -13%