About BPFH

Boston Private Financial Holdings, Inc. is a national financial services organization that owns Wealth Management and Private Banking affiliates with offices in Boston, New York, Los Angeles, San Francisco, San Jose, Atlanta, Florida, Wisconsin, and Texas. The Company has a $7 billion Private Banking balance sheet, and manages over $27 billion of client assets. The Company positions its affiliates to serve the high net worth marketplace with high quality products and services of unique appeal to private clients. The Company also provides strategic oversight and access to resources, both financial and intellectual, to support affiliate management, marketing, compliance and legal activities. (BPFH)
Primary Exchange: NASDAQ
SIC State Commercial Banks
NAICS Commercial Banking

BPFH is a Holding In These ETFs:

ETF Ticker ETF Name Net Assets Net Assets Raw # Holdings # Holdings Raw Weight Weight Raw Market Value Market Value Raw
SAA ProShares Ultra SmallCap600 24.9 M 2.49315E+07 609 609 0.05% 0.000492499 27 K 26696
URTY ProShares UltraPro Russell2000 91.3 M 9.1341E+07 1,992 1992 0.01% 0.000106743 32 K 31757
UWM ProShares Ultra Russell2000 159.4 M 1.59446E+08 1,992 1992 0.02% 0.000179682 62 K 62071
DES WisdomTree U.S. SmallCap Dividend Fund 2.0 B 2.0441E+09 719 719 0.08% 0.0008341 1.7 M 1700720
DHS WisdomTree U.S. High Dividend Fund 956.7 M 9.56657E+08 427 427 0.01% 0.0001412 135 K 135054
DTD WisdomTree U.S. Total Dividend Fund 678.2 M 6.78239E+08 865 865 0.01% 0.0001281 87 K 86835
EES WisdomTree U.S. SmallCap Fund 743.9 M 7.43911E+08 853 853 0.07% 0.0007407 551 K 551037
EWSC Invesco S&P SmallCap 600 Equal Weight ETF 33.6 M 3.36E+07 602 602 0.17% 0.00167 57 K 56593
KBWR Invesco KBW Regional Banking ETF 75.2 M 7.52E+07 50 50 0.67% 0.00671 504 K 504069
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.0 B 1.9731E+09 1,475 1475 0.09% 0.00089 1.8 M 1765870
PSCF Invesco S&P SmallCap Financials ETF 129.2 M 1.292E+08 135 135 0.52% 0.00523 677 K 676828
PXSV Invesco Russell 2000 Pure Value ETF 99.3 M 9.93E+07 315 315 0.12% 0.00124 94 K 93989
RWJ Invesco Exchange-Traded Fund Trust II Invesco S&P SmallCap 600 Revenue ETF 390.9 M 3.909E+08 602 602 0.05% 0.0005 195 K 194812
XSLV Invesco S&P SmallCap Low Volatility ETF 1.9 B 1.8591E+09 120 120 0.72% 0.00715 13.3 M 1.32751E+07
QABA First Trust NASDAQ ABA Community Bank Index Fund 174.2 M 1.74173E+08 165 165 0.39% 0.0039 679 K 679275
TUSA First Trust Total US Market AlphaDEX ETF 16.6 M 1.66152E+07 1,201 1201 0.02% 0.0002 3 K 3323
FAB First Trust Multi Cap Value AlphaDEX Fund 83.9 M 8.38813E+07 675 675 0.05% 0.0005 42 K 41941
FYT First Trust Small Cap Value AlphaDEX Fund 58.0 M 5.80018E+07 262 262 0.27% 0.0027 157 K 156605
FYX First Trust Small Cap Core AlphaDEX Fund 581.0 M 5.81034E+08 527 527 0.2% 0.002 1.2 M 1162068
TILT FlexShares Mornigstar US Market Factors Tilt Index Fund ETF 1.4 B 1.39704E+09 2,261 2261 0.02% 0.000187 262 K 262207
DESC Xtrackers Russell 2000 Comprehensive Factor ETF 9.8 M 9784600 1,483 1483 0.07% 0.00066493 7 K 6505
VB Vanguard Small-Cap ETF 23.6 B 2.36E+10 1,376 1376 0.03% 0.00026 6.2 M 6162260
VBR Vanguard Small-Cap Value ETF 12.6 B 1.26E+10 844 844 0.05% 0.00049 6.1 M 6148140
VFH Vanguard Financials ETF 7.2 B 7.2E+09 424 424 0.02% 0.00023 1.7 M 1689560
VIOV Vanguard S&P Small-Cap 600 Value ETF 359.0 M 3.59E+08 448 448 0.25% 0.0025 899 K 898577
VTHR Vanguard Russell 3000 ETF 424.7 M 4.247E+08 2,959 2959 0.0% 3E-05 13 K 12869
VTI Vanguard Total Stock Market ETF 108.6 B 1.086E+11 3,570 3570 0.0% 3E-05 3.6 M 3584820
VTWO Vanguard Russell 2000 ETF 1.4 B 1.4E+09 2,010 2010 0.05% 0.00045 627 K 626913
VTWV Vanguard Russell 2000 Value ETF 238.7 M 2.387E+08 1,374 1374 0.09% 0.00093 223 K 223357
VXF Vanguard Extended Market ETF 6.5 B 6.5E+09 3,237 3237 0.02% 0.00018 1.2 M 1210760
VYM Vanguard High Dividend Yield ETF 22.8 B 2.28E+10 421 421 0.01% 9E-05 2.0 M 2026660
DPST Direxion Daily Regional Banks Bull 3X Shares 21.6 M 2.1571E+07 134 134 0.04% 0.000420314 30 K 29981
IJR iShares Core S&P Small-Cap ETF 42.8 B 4.28361E+10 602 602 0.12% 0.0012 52.1 M 5.21411E+07
IJS iShares S&P SmallCap 600 Value ETF 5.9 B 5.91187E+09 461 461 0.24% 0.0024 14.4 M 1.44484E+07
ITOT iShares Core S&P Total U.S. Stock Market ETF 21.0 B 2.1005E+10 3,548 3548 0.0% 0 461 K 461144
IWM iShares Russell 2000 ETF 41.2 B 4.1238E+10 1,983 1983 0.05% 0.0005 19.1 M 1.90687E+07
IWN iShares Russell 2000 Value ETF 8.7 B 8.72001E+09 1,350 1350 0.1% 0.001 8.5 M 8467720
IWV iShares Russell 3000 ETF 9.4 B 9.37678E+09 2,927 2927 0.0% 0 299 K 298636
KRE SPDR S&P Regional Banking ETF 2.2 B 2.19341E+09 126 126 0.21% 0.00213765 4.7 M 4680594
SLY SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML) 1.2 B 1.24613E+09 604 604 0.13% 0.00132814 1.7 M 1661508
SLYV SPDR S&P 600 Small Cap Value ETF (based on S&P SmallCap Value Index--symbol--CVK 2.1 B 2.05474E+09 451 451 0.26% 0.00263368 5.4 M 5422659
VLU SPDR S&P 1500 Value Tilt ETF 18.4 M 1.842E+07 1,409 1409 0.01% 5.465E-05 1 K 1012
FNCL Fidelity MSCI Financials Index ETF 1.1 B 1.1E+09 406 406 0.03% 0.000251829 283 K 283304
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.1 B 2.1E+09 1,002 1002 0.01% 0.000137172 288 K 288324