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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
$7.39B +$12.6M +175,918 +0.2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.29B +$1.42B +19,907,152 +24%
Morgan Stanley
3
Morgan Stanley
New York
$5.76B +$147M +2,061,088 +3%
Creative Planning
4
Creative Planning
Kansas
$3.87B +$414M +5,800,676 +12%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.98B +$22.5M +314,511 +0.7%
LPL Financial
6
LPL Financial
California
$2.34B +$177M +2,478,188 +8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.76B +$383M +5,367,298 +27%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.3B -$253M -3,540,369 -16%
Wells Fargo
9
Wells Fargo
California
$1.16B -$43.8M -613,771 -4%
SEI Investments
10
SEI Investments
Pennsylvania
$1.11B +$85.1M +1,192,615 +8%
Goldman Sachs
11
Goldman Sachs
New York
$1.09B -$13.6M -191,113 -1%
Bank of America
12
Bank of America
North Carolina
$1.08B +$94.3M +1,320,250 +9%
AF
13
Allworth Financial
California
$1.06B +$42M +587,703 +4%
BlackRock
14
BlackRock
New York
$889M -$3.27M -45,862 -0.4%
MIS
15
Morningstar Investment Services
Illinois
$657M +$25.9M +363,289 +4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M -$779M -10,916,136 -58%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$402M -$163M -2,286,472 -28%
Osaic Holdings
18
Osaic Holdings
Arizona
$386M +$84.4M +1,181,983 +27%
Ameriprise
19
Ameriprise
Minnesota
$345M +$13.2M +184,940 +4%
OWM
20
Orgel Wealth Management
Wisconsin
$338M +$5.41M +75,760 +2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$337M -$4.87M -68,177 -1%
UBS Group
22
UBS Group
Switzerland
$296M -$1.87M -26,223 -0.6%
Charles Schwab
23
Charles Schwab
California
$268M +$205M +2,866,691 +294%
CIAS
24
CBIZ Investment Advisory Services
Ohio
$241M +$40.9M +573,348 +20%
GEM
25
Global Endowment Management
North Carolina
$220M -$7.57M -106,000 -3%