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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.62B +$889M +11,675,240 +23%
Morgan Stanley
2
Morgan Stanley
New York
$4.22B +$221M +2,908,430 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$4B +$277M +3,641,053 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.23B -$30.8M -404,560 -0.9%
Creative Planning
5
Creative Planning
Kansas
$2.59B -$379M -4,974,370 -13%
LPL Financial
6
LPL Financial
California
$2.33B -$15.4M -202,648 -0.6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.65B -$15.8M -207,095 -0.9%
SEI Investments
8
SEI Investments
Pennsylvania
$1.53B +$24.3M +319,421 +2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4B -$41.4M -543,511 -3%
Wells Fargo
10
Wells Fargo
California
$1.32B +$82.2M +1,079,666 +7%
BlackRock
11
BlackRock
New York
$1.07B -$21.7M -284,930 -2%
MFRM
12
Milliman Financial Risk Management
Illinois
$1.02B -$264M -3,463,499 -20%
Vanguard Group
13
Vanguard Group
Pennsylvania
$961M +$46M +604,401 +5%
MIS
14
Morningstar Investment Services
Illinois
$736M -$1.74M -22,893 -0.2%
Bank of America
15
Bank of America
North Carolina
$699M -$4.64M -60,965 -0.7%
AF
16
Allworth Financial
California
$699M +$149M +1,955,293 +27%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$583M +$24.2M +318,055 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$433M +$11.4M +149,207 +3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$422M -$17.4M -228,277 -4%
Goldman Sachs
20
Goldman Sachs
New York
$417M +$5.57M +73,201 +1%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$395M -$21.1M -277,034 -5%
OWM
22
Orgel Wealth Management
Wisconsin
$363M +$70.1M +921,744 +24%
Ameriprise
23
Ameriprise
Minnesota
$346M -$11.4M -149,544 -3%
UBS Group
24
UBS Group
Switzerland
$271M -$75.8M -996,534 -22%
State Street
25
State Street
Massachusetts
$257M +$140M +1,841,228 +117%