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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
$7.61B -$936M -13,066,314 -11%
Morgan Stanley
2
Morgan Stanley
New York
$6.44B -$137M -1,914,515 -2%
Creative Planning
3
Creative Planning
Kansas
$6.08B +$622M +8,691,058 +11%
JP Morgan Chase
4
JP Morgan Chase
New York
$6.08B +$321M +4,478,492 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.13B +$434M +6,055,379 +16%
AA
6
Axiom Advisory
California
$1.66B +$1.63B +22,782,431 +6,929%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.36B -$11.5M -160,241 -0.8%
Wells Fargo
8
Wells Fargo
California
$1.35B -$39.2M -546,832 -3%
Bank of America
9
Bank of America
North Carolina
$1.27B -$65.9M -920,292 -5%
AF
10
Allworth Financial
California
$1.25B +$48.4M +675,173 +4%
Goldman Sachs
11
Goldman Sachs
New York
$1.05B -$3.59M -50,122 -0.3%
LPL Financial
12
LPL Financial
California
$1.01B -$66.2M -924,315 -6%
SEI Investments
13
SEI Investments
Pennsylvania
$913M +$53.5M +746,645 +6%
TTSTC
14
Texas Treasury Safekeeping Trust Company
Texas
$791M -$22.6M -315,673 -3%
BlackRock
15
BlackRock
New York
$772M -$150M -2,090,921 -16%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$757M -$28.6M -399,278 -4%
MIS
17
Morningstar Investment Services
Illinois
$678M +$5.85M +81,652 +0.9%
Ameriprise
18
Ameriprise
Minnesota
$499M +$25.3M +353,374 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$487M -$7.36M -102,794 -1%
APSPRSPT
20
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$473M +$470M +6,563,617 New
FWI
21
Facet Wealth Inc
Maryland
$367M +$33.2M +463,367 +10%
CIAS
22
CBIZ Investment Advisory Services
Ohio
$358M +$63.6M +888,113 +22%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$354M +$7.76M +108,323 +2%
UBS Group
24
UBS Group
Switzerland
$332M +$40.9M +571,446 +14%
PFA
25
Pure Financial Advisors
California
$303M +$35.2M +491,704 +13%