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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
$7.68B +$506M +6,908,686 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.15B +$646M +8,812,860 +12%
Morgan Stanley
3
Morgan Stanley
New York
$5.85B +$987M +13,478,037 +20%
Creative Planning
4
Creative Planning
Kansas
$3.61B +$495M +6,759,628 +16%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.08B +$56.3M +767,942 +2%
LPL Financial
6
LPL Financial
California
$2.26B +$61.5M +839,457 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.61B +$43.1M +588,625 +3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.45B +$268M +3,655,791 +22%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37B +$107M +1,466,506 +8%
Wells Fargo
10
Wells Fargo
California
$1.25B +$51.8M +706,960 +4%
Goldman Sachs
11
Goldman Sachs
New York
$1.15B +$17.1M +233,085 +1%
SEI Investments
12
SEI Investments
Pennsylvania
$1.07B -$361M -4,924,590 -25%
AF
13
Allworth Financial
California
$1.06B +$39.4M +538,385 +4%
Bank of America
14
Bank of America
North Carolina
$1.03B -$10.6M -144,658 -1%
BlackRock
15
BlackRock
New York
$929M -$24.2M -330,243 -3%
MIS
16
Morningstar Investment Services
Illinois
$657M +$4.32M +59,010 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$585M +$5.21M +71,096 +0.9%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$356M +$4.46M +60,931 +1%
OWM
19
Orgel Wealth Management
Wisconsin
$347M +$72.3M +987,085 +26%
Ameriprise
20
Ameriprise
Minnesota
$345M -$7.16M -97,714 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$316M -$74.9M -1,022,271 -19%
UBS Group
22
UBS Group
Switzerland
$310M +$22.8M +311,234 +8%
FWI
23
Facet Wealth Inc
Maryland
$302M +$75.4M +1,029,549 +32%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$302M -$6.51M -88,817 -2%
OPAM
25
Ocean Park Asset Management
California
$243M +$184M +2,507,158 +299%