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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.23B +$365M +4,471,810 +9%
JP Morgan Chase
2
JP Morgan Chase
New York
$3.96B +$2.29B +27,984,408 +128%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.93B +$191M +2,337,966 +5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.43B +$66.4M +813,380 +2%
Creative Planning
5
Creative Planning
Kansas
$3.13B -$325M -3,977,277 -9%
LPL Financial
6
LPL Financial
California
$2.48B -$68.2M -834,657 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.76B +$26.1M +319,622 +1%
SEI Investments
8
SEI Investments
Pennsylvania
$1.6B +$55.9M +684,872 +4%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53B +$72.9M +892,577 +5%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.35B +$110M +1,343,798 +9%
Wells Fargo
11
Wells Fargo
California
$1.31B +$193M +2,363,623 +17%
BlackRock
12
BlackRock
New York
$1.15B +$11.9M +145,658 +1%
Vanguard Group
13
Vanguard Group
Pennsylvania
$968M +$57M +697,937 +6%
MIS
14
Morningstar Investment Services
Illinois
$783M +$90.6M +1,109,209 +13%
Bank of America
15
Bank of America
North Carolina
$744M -$55.2M -675,831 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$590M -$3.58M -43,781 -0.6%
AF
17
Allworth Financial
California
$583M +$6.04M +73,990 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$464M -$17M -208,119 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$445M +$22.1M +270,274 +5%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$440M +$166M +2,035,558 +58%
Goldman Sachs
21
Goldman Sachs
New York
$435M +$847K +10,369 +0.2%
Ameriprise
22
Ameriprise
Minnesota
$375M +$41.3M +505,777 +12%
UBS Group
23
UBS Group
Switzerland
$366M +$41.7M +510,339 +12%
OWM
24
Orgel Wealth Management
Wisconsin
$311M +$319M +3,903,843 New
AssetMark Inc
25
AssetMark Inc
California
$241M +$14.3M +174,753 +6%