AVANTIS

Class [036]
Providing financial information services to investors of exchange traded funds (ETFs), exchange traded funds (ETFs), exchange listed securities and portfolios; providing financial assessment services to investors of exchange traded funds (ETFs), exchange traded funds (ETFs), exchange listed securities and portfolios; providing financial consultation services to investors of exchange traded funds (ETFs), exchange traded funds (ETFs), exchange listed securities and portfolios; financial advisory and consultancy services in the fields of exchange traded funds (ETFs), exchange listed securities and portfolios; financial investment services, namely, administering the issuance, underwriting and distribution of securities; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; broker-dealer financial services in the field of exchange traded funds (ETFs), exchange listed securities and portfolios; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, financial asset management services, and investment consultation services for institutional investors and individuals; investment tracking and investment analysis services for others; providing financial news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues; all of the foregoing excluding financial services related in any way to consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, credit card services, and insurance services.