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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
$8.33B +$393M +5,305,365 +5%
Morgan Stanley
2
Morgan Stanley
New York
$7.52B +$800M +10,812,992 +12%
Creative Planning
3
Creative Planning
Kansas
$6.89B +$536M +7,248,297 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$6.69B +$347M +4,687,550 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.74B +$470M +6,349,229 +15%
AA
6
Axiom Advisory
California
$2.07B +$355M +4,794,485 +21%
Wells Fargo
7
Wells Fargo
California
$1.67B +$255M +3,440,938 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.43B +$3.52M +47,565 +0.3%
Bank of America
9
Bank of America
North Carolina
$1.42B +$101M +1,367,281 +8%
AF
10
Allworth Financial
California
$1.33B +$30.9M +417,578 +2%
LPL Financial
11
LPL Financial
California
$1.09B +$38.3M +518,083 +4%
Goldman Sachs
12
Goldman Sachs
New York
$1.04B -$50.1M -677,300 -5%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$830M +$40.6M +548,650 +5%
TTSTC
14
Texas Treasury Safekeeping Trust Company
Texas
$825M
BlackRock
15
BlackRock
New York
$795M -$9.41M -127,104 -1%
MIS
16
Morningstar Investment Services
Illinois
$734M +$28.9M +390,860 +4%
SEI Investments
17
SEI Investments
Pennsylvania
$672M -$275M -3,722,417 -29%
Ameriprise
18
Ameriprise
Minnesota
$523M +$3.71M +50,091 +0.7%
APSPRSPT
19
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$497M +$4.42M +59,774 +0.9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$467M -$40.3M -544,575 -8%
CIAS
21
CBIZ Investment Advisory Services
Ohio
$388M +$14.7M +198,876 +4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$381M +$12M +162,710 +3%
PFA
23
Pure Financial Advisors
California
$369M +$52.2M +704,795 +17%
UBS Group
24
UBS Group
Switzerland
$349M +$2.86M +38,654 +0.8%
FWI
25
Facet Wealth Inc
Maryland
$334M -$31.2M -421,644 -8%