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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
$9.77B +$403M +5,476,153 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.42B +$310M +4,214,874 +3%
Creative Planning
3
Creative Planning
Kansas
$9.29B +$740M +10,046,828 +9%
Morgan Stanley
4
Morgan Stanley
New York
$8.08B +$158M +2,141,228 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.35B +$347M +4,719,267 +7%
Wells Fargo
6
Wells Fargo
California
$1.94B +$64.1M +870,290 +3%
Bank of America
7
Bank of America
North Carolina
$1.7B +$345M +4,686,304 +26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.61B +$50.3M +683,665 +3%
AF
9
Allworth Financial
California
$1.53B +$56.4M +766,016 +4%
LPL Financial
10
LPL Financial
California
$1.31B +$97.8M +1,328,204 +8%
SEI Investments
11
SEI Investments
Pennsylvania
$1.26B +$95.9M +1,302,130 +8%
Goldman Sachs
12
Goldman Sachs
New York
$1.06B -$12.8M -174,368 -1%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.01B +$33.9M +460,751 +4%
APSPRSPT
14
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$726M +$11.6M +156,908 +2%
Mastercard Foundation Asset Management (MFAM)
15
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$659M
BlackRock
16
BlackRock
New York
$609M -$6.87M -93,259 -1%
CIAS
17
CBIZ Investment Advisory Services
Ohio
$566M +$46.2M +626,871 +9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$551M +$101M +1,371,234 +23%
PFA
19
Pure Financial Advisors
California
$541M +$38.5M +523,377 +8%
SC
20
Savant Capital
Illinois
$512M +$62M +842,392 +14%
Raymond James Financial
21
Raymond James Financial
Florida
$511M +$27.3M +371,288 +6%
UBS Group
22
UBS Group
Switzerland
$452M +$23.2M +315,405 +5%
FWI
23
Facet Wealth Inc
Maryland
$426M +$21.6M +293,268 +5%
Ameriprise
24
Ameriprise
Minnesota
$407M +$4.34M +58,970 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$386M +$30.9M +419,754 +9%