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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8.62B +$259M +3,562,945 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.63B -$5.69B -78,414,284 -46%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.8B -$1.2B -16,466,845 -17%
Creative Planning
4
Creative Planning
Kansas
$5.5B +$1.06B +14,643,483 +24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.71B +$454M +6,253,040 +20%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$2.34B -$308M -4,248,444 -12%
Wells Fargo
7
Wells Fargo
California
$1.41B +$8.42M +116,073 +0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.39B +$25.5M +352,028 +2%
Bank of America
9
Bank of America
North Carolina
$1.34B -$114M -1,575,590 -8%
AF
10
Allworth Financial
California
$1.2B +$60.1M +828,500 +5%
LPL Financial
11
LPL Financial
California
$1.08B -$1.4B -19,302,799 -56%
Goldman Sachs
12
Goldman Sachs
New York
$1.06B -$52M -716,949 -5%
BlackRock
13
BlackRock
New York
$930M +$3.38M +46,539 +0.4%
SEI Investments
14
SEI Investments
Pennsylvania
$866M -$318M -4,384,488 -27%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$791M +$52.9M +729,573 +7%
MIS
16
Morningstar Investment Services
Illinois
$675M -$626M -8,619,992 -48%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$499M +$82.9M +1,142,058 +20%
Ameriprise
18
Ameriprise
Minnesota
$477M +$49.7M +685,134 +12%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$353M -$1.59M -21,897 -0.4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$349M +$193M +2,660,678 +124%
FWI
21
Facet Wealth Inc
Maryland
$326M +$48.7M +670,382 +17%
OWM
22
Orgel Wealth Management
Wisconsin
$306M -$48.2M -664,114 -14%
CIAS
23
CBIZ Investment Advisory Services
Ohio
$296M +$36.6M +504,782 +14%
UBS Group
24
UBS Group
Switzerland
$293M -$53.9M -742,909 -16%
PFA
25
Pure Financial Advisors
California
$270M +$28.1M +387,513 +12%