First Business Financial Services, Inc. ETF holdings
Madison, WI
Reported $951.7M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$951.7M
ETFs held
54
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
73.8%
of $1.3B
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $294.1M | 794,853 | −2,334 shares |
| IEFA | iShares Core MSCI EAFE ETF | $151.4M | 1,567,578 | +11,532 shares |
| IWF | iShares Russell 1000 Growth ETF | $90.9M | 731,884 | +548,576 shares |
| IJR | iShares Core S&P Small-Cap ETF | $74.5M | 502,002 | +1,061 shares |
| IWD | iShares Russell 1000 Value ETF | $64.4M | 265,835 | −371 shares |
| DGRO | iShares Core Dividend Growth ETF | $63.6M | 839,061 | +3,906 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $54.9M | 711,692 | +4,158 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $38.5M | 388,636 | +12,940 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $32.6M | 43,684 | −70 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $18.4M | 363,803 | +14,100 shares |
44 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001521951. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does First Business Financial Services, Inc. own?
First Business Financial Services, Inc. reported 54 ETF positions worth $951.7M in its Form 13F for June 30, 2026. The largest was VTI, at $294.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.