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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
$9.27B +$1.65B +22,636,769 +22%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.01B +$253M +3,485,369 +3%
Creative Planning
3
Creative Planning
Kansas
$8.46B +$461M +6,332,554 +6%
Morgan Stanley
4
Morgan Stanley
New York
$7.84B -$1.51B -20,779,986 -16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.95B +$321M +4,407,252 +7%
Wells Fargo
6
Wells Fargo
California
$1.86B +$40.3M +553,706 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.54B +$48M +659,542 +3%
AF
8
Allworth Financial
California
$1.46B +$25.5M +350,000 +2%
Bank of America
9
Bank of America
North Carolina
$1.34B -$10.8M -148,193 -0.8%
LPL Financial
10
LPL Financial
California
$1.2B +$38.2M +525,788 +3%
SEI Investments
11
SEI Investments
Pennsylvania
$1.15B +$362M +4,971,692 +47%
Goldman Sachs
12
Goldman Sachs
New York
$1.06B +$93.9M +1,290,402 +10%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$967M +$28.9M +396,767 +3%
APSPRSPT
14
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$706M +$6.8M +93,557 +1%
Mastercard Foundation Asset Management (MFAM)
15
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$653M
BlackRock
16
BlackRock
New York
$610M +$19.8M +271,893 +3%
State Street
17
State Street
Massachusetts
$571M +$55.2M +759,261 +11%
CIAS
18
CBIZ Investment Advisory Services
Ohio
$514M +$18.3M +251,114 +4%
PFA
19
Pure Financial Advisors
California
$497M +$27.2M +374,090 +6%
Raymond James Financial
20
Raymond James Financial
Florida
$478M +$10.9M +150,224 +2%
SC
21
Savant Capital
Illinois
$445M +$64.2M +883,060 +17%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$444M +$8.71M +119,763 +2%
UBS Group
23
UBS Group
Switzerland
$424M +$1.5M +20,640 +0.4%
Ameriprise
24
Ameriprise
Minnesota
$398M -$97.7M -1,343,787 -20%
FWI
25
Facet Wealth Inc
Maryland
$398M +$36M +495,175 +10%