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 26.3 M 2.62653E+07 609 609 0.05% 0.000453799 26 K 26135
URTY ProShares UltraPro Russell2000 102.0 M 1.0199E+08 2,018 2018 0.01% 0.000106136 35 K 34926
UWM ProShares Ultra Russell2000 179.7 M 1.79696E+08 2,017 2017 0.02% 0.000157622 63 K 62677
EWSC Invesco S&P SmallCap 600 Equal Weight ETF 35.4 M 3.54E+07 602 602 0.17% 0.00165 59 K 58744
KBWR Invesco KBW Regional Banking ETF 86.6 M 8.66E+07 50 50 0.62% 0.00621 555 K 555032
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 B 2.1197E+09 1,539 1539 0.09% 0.00086 1.8 M 1830750
PSCF Invesco S&P SmallCap Financials ETF 143.4 M 1.434E+08 137 137 0.5% 0.00503 719 K 718877
PXSV Invesco Russell 2000 Pure Value ETF 77.6 M 7.76E+07 321 321 0.12% 0.00121 94 K 93905
XSLV Invesco S&P SmallCap Low Volatility ETF 1.8 B 1.7746E+09 120 120 0.7% 0.00701 12.5 M 1.25019E+07
DES WisdomTree U.S. SmallCap Dividend Fund 2.1 B 2.06945E+09 725 725 0.06% 0.0006208 1.3 M 1279810
DHS WisdomTree U.S. High Dividend Fund 908.8 M 9.08786E+08 397 397 0.01% 8.69E-05 79 K 78731
DTD WisdomTree U.S. Total Dividend Fund 640.9 M 6.40885E+08 873 873 0.01% 0.0001328 85 K 84801
EES WisdomTree U.S. SmallCap Earnings Fund 726.3 M 7.26314E+08 861 861 0.1% 0.0010336 749 K 748871
EXT WisdomTree U.S. Total Earnings Fund 101.5 M 1.01465E+08 1,270 1270 0.01% 6.52E-05 7 K 6602
TILT FlexShares Mornigstar US Market Factors Tilt Index Fund ETF 1.4 B 1.44033E+09 2,002 2002 0.01% 5.4E-05 77 K 77094
QABA First Trust NASDAQ ABA Community Bank Index Fund 211.1 M 2.11051E+08 161 161 0.39% 0.0039 823 K 823099
FYX First Trust Small Cap Core AlphaDEX Fund 603.1 M 6.0309E+08 526 526 0.06% 0.0006 362 K 361854
DESC Xtrackers Russell 2000 Comprehensive Factor ETF 9.9 M 9907700 1,497 1497 0.06% 0.000641378 6 K 6352
VTWO Vanguard Russell 2000 ETF 1.6 B 1.6E+09 2,013 2013 0.05% 0.00048 769 K 769205
VTWV Vanguard Russell 2000 Value ETF 247.5 M 2.475E+08 1,376 1376 0.1% 0.00099 245 K 244998
VYM Vanguard High Dividend Yield ETF 22.7 B 2.27E+10 394 394 0.01% 0.0001 2.2 M 2199070
IJR iShares Core S&P Small-Cap ETF 42.9 B 4.28609E+10 602 602 0.12% 0.0012 52.1 M 5.20947E+07
IJS iShares S&P SmallCap 600 Value ETF 6.2 B 6.19554E+09 467 467 0.23% 0.0023 14.4 M 1.44355E+07
ITOT iShares Core S&P Total U.S. Stock Market ETF 18.5 B 1.85179E+10 3,573 3573 0.0% 0 461 K 460733
IWM iShares Russell 2000 ETF 43.0 B 4.30457E+10 2,006 2006 0.04% 0.0004 19.1 M 1.90517E+07
IWN iShares Russell 2000 Value ETF 9.1 B 9.14719E+09 1,371 1371 0.09% 0.0009 8.6 M 8593800
IWV iShares Russell 3000 ETF 9.6 B 9.60936E+09 2,959 2959 0.0% 0 298 K 298370
FNCL Fidelity MSCI Financials Index ETF 1.1 B 1.1E+09 408 408 0.03% 0.00025213 295 K 295001
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.0 B 2E+09 1,005 1005 0.01% 0.000138643 273 K 273136

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