| ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ABASX | AB Discovery Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABYSX | AB Discovery Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABCSX | AB Discovery Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABSIX | AB Discovery Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABSZX | AB Discovery Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABZEX | AB Emerging Markets Multi-Asset Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SCAVX | AB Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| SCYVX | AB Small Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| SCCVX | AB Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AKRIX | Akre Focus Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKREX | Akre Focus Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AOFAX | Alger Small Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFCX | Alger Small Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFIX | Alger Small Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFYX | Alger Small Cap Focus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGOZX | Alger Small Cap Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSAX | Alger Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSCX | Alger Small Cap Growth B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGSCX | Alger Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AASOX | Alger Small Cap Growth I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSRX | Alger Small Cap Growth Institutional I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASIRX | Alger Small Cap Growth Institutional R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCYX | Alger Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCZX | Alger Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AISZX | Alger SmallCap Growth Institutional Z-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| EGWDX | Allspring Discovery Small Cap Gr Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWCX | Allspring Discovery Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGRYX | Allspring Discovery Small Cap Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWRX | Allspring Discovery Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EQIAX | Allspring Emerging Markets Eq Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQICX | Allspring Emerging Markets Eq Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACBEX | Allspring Managed Account Crb Em Cor Em | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MGNR | American Beacon GLG Natrl Res ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MECIX | AMG GW&K International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MECAX | AMG GW&K International Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MECZX | AMG GW&K International Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GWEIX | AMG GW&K Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| GWETX | AMG GW&K Small Cap Core N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| GWEZX | AMG GW&K Small Cap Core Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| AFAVX | AMG River Road Focused Absolute Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| ARRFX | AMG River Road Focused Absolute Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| ARRZX | AMG River Road Focused Absolute Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| TQEIX | AMG TimesSquare Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TQENX | AMG TimesSquare Emerging Mkts Sm Cp N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TQEZX | AMG TimesSquare Emerging Mkts Sm Cp Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSQIX | AMG TimesSquare Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCPX | AMG TimesSquare Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCIX | AMG TimesSquare Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| MSEIX | AMG Veritas Asia Pacific I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MGSEX | AMG Veritas Asia Pacific N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| MJ | Amplify Alternative Harvest ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| EMFQ | Amplify Emerging Markets FinTech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| IWIN | Amplify Inflation Fighter ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SILJ | Amplify Junior Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| IPAY | Amplify Mobile Payments ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Sector |
| AWAY | Amplify Travel Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
| GERM | Amplify Treatments, Testing and Adv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| APPIX | Appleseed Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AVEE | Avantis Emerging Markets Sm Cp Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
| ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BCANX | Baillie Gifford China A Shares Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BCAKX | Baillie Gifford China A Shares K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BEXIX | Baron Emerging Markets Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXUX | Baron Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXFX | Baron Emerging Markets Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BFGIX | Baron Focused Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFGUX | Baron Focused Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFGFX | Baron Focused Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGAIX | Baron Global Advantage Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGLUX | Baron Global Advantage R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGAFX | Baron Global Advantage Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BINDX | Baron India Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| BINUX | Baron India R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| BINRX | Baron India Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| BINIX | Baron International Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BIGUX | Baron International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BIGFX | Baron International Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BRIIX | Baron Real Estate Income Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIUX | Baron Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREIX | Baron Real Estate Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREUX | Baron Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREFX | Baron Real Estate Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CHILX | BlackRock China A Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKECX | BlackRock Emerging Markets Ex-China K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MAECX | BlackRock Emerging Markets Ex-Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MXCAX | BlackRock Emerging Markets Ex-Chn Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| DRLAX | BNY Mellon Developed Markets RE Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLIX | BNY Mellon Developed Markets RE Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MIEGX | BNY Mellon Emerging Markets Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMKX | BNY Mellon Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGEAX | BNY Mellon Global Emerging Mkts - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGECX | BNY Mellon Global Emerging Mkts - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGIEX | BNY Mellon Global Emerging Mkts - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGEYX | BNY Mellon Global Emerging Mkts - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DISAX | BNY Mellon International Stock Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISCX | BNY Mellon International Stock Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISRX | BNY Mellon International Stock Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISYX | BNY Mellon International Stock Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| BAQAX | Brown Advisory Emgerg Mkts Select Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BAFQX | Brown Advisory Emgerg Mkts Select Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BIAQX | Brown Advisory Emgerg Mkts Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CNWGX | Calamos Evolving World Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CNWDX | Calamos Evolving World Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CNWIX | Calamos Evolving World Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CAISX | Calamos International Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCISX | Calamos International Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CSGIX | Calamos International Small Cap Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CISOX | Calamos International Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CEFAX | Calvert Emerging Markets Advancement A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| CEFIX | Calvert Emerging Markets Advancement I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEMAX | Calvert Emerging Markets Fcs Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEMCX | Calvert Emerging Markets Fcs Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CMEIX | Calvert Emerging Markets Fcs Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CMERX | Calvert Emerging Markets Fcs Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGECX | Calvert Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGEIX | Calvert Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Mid-Cap Blend |
| CSSAX | Carillon Scout Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSSJX | Carillon Scout Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| UMBHX | Carillon Scout Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSSVX | Carillon Scout Small Cap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CEMIX | Causeway Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CEMVX | Causeway Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CIPSX | Champlain Small Company Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPNX | Champlain Small Company Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPTX | Champlain Strategic Focus Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMNSX | ClearBridge Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMARX | ClearBridge Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| CSUAX | Cohen & Steers Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUCX | Cohen & Steers Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUIX | Cohen & Steers Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSURX | Cohen & Steers Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUZX | Cohen & Steers Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSFAX | Cohen & Steers Global Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSFCX | Cohen & Steers Global Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSSPX | Cohen & Steers Global Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSFZX | Cohen & Steers Global Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSRIX | Cohen & Steers Instl Realty Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRFAX | Cohen & Steers International Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFCX | Cohen & Steers International Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFIX | Cohen & Steers International Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFRX | Cohen & Steers International Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFZX | Cohen & Steers International Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJRX | Cohen & Steers Realty Shares R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJZX | Cohen & Steers Realty Shares Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAEZX | Columbia Acorn European Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| XCEM | Columbia EM Core ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| INCO | Columbia India Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISKX | Columbia Pyrford International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRERX | Columbia Real Estate Equity Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRED | Columbia Research Enhanced Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CBSAX | Columbia Select Mid Cap Growth Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| SEMI | Columbia Semiconductor and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Technology |
| CRISX | CRM Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CRMSX | CRM Small Cap Value Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CFGIX | Cromwell Foresight Glbl Sust InfrasInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DILAX | Davis International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| DILCX | Davis International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| DILYX | Davis International Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| RPFRX | Davis Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DRECX | Davis Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DREYX | Davis Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DFNL | Davis Select Financial ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DINT | Davis Select International ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
| DLHAX | Delaware Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHCX | Delaware Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHIX | Delaware Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLRHX | Delaware Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| WMGAX | Delaware Ivy Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGCX | Delaware Ivy Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IYMIX | Delaware Ivy Mid Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGRX | Delaware Ivy Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IGRFX | Delaware Ivy Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGYX | Delaware Ivy Mid Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IPOAX | Delaware Ivy Systematic Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IPOCX | Delaware Ivy Systematic Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IPOIX | Delaware Ivy Systematic Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IYPCX | Delaware Ivy Systematic Em Mkts Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IMEGX | Delaware Ivy Systematic Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IPOYX | Delaware Ivy Systematic Em Mkts Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IRSAX | Delaware Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSCX | Delaware Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IREIX | Delaware Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSRX | Delaware Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSEX | Delaware Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSYX | Delaware Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DCCAX | Delaware Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DCCCX | Delaware Small Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DCCIX | Delaware Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DCCRX | Delaware Small Cap Core R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DCZRX | Delaware Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 11 | 0 | V | Diversified Emerging Mkts |
| DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DHIIX | Diamond Hill International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Foreign Large Blend |
| DHIAX | Diamond Hill International Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Foreign Large Blend |
| DHIYX | Diamond Hill International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Foreign Large Blend |
| DHSIX | Diamond Hill Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| DHSCX | Diamond Hill Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| DHSYX | Diamond Hill Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| DFSE | Dimensional Emerging Mrkts Sstby Cr 1ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 12 | 0 | V | Diversified Emerging Mkts |
| DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SOXL | Direxion Daily Semicondct Bull 3X ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| DIEMX | Driehaus Emerging Markets Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DREGX | Driehaus Emerging Markets Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEKAX | DWS Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKCX | DWS Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKIX | DWS Emerging Markets Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKRX | DWS Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMGX | DWS Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TOLLX | DWS RREEF Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLCX | DWS RREEF Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLIX | DWS RREEF Global Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLZX | DWS RREEF Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLSX | DWS RREEF Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RRGAX | DWS RREEF Global Real Estate Secc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGCX | DWS RREEF Global Real Estate Secc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGIX | DWS RREEF Global Real Estate Secc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGRX | DWS RREEF Global Real Estate Secc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGTX | DWS RREEF Global Real Estate Secc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AAAAX | DWS RREEF Real Assets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAAPX | DWS RREEF Real Assets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAAZX | DWS RREEF Real Assets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAAQX | DWS RREEF Real Assets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAAVX | DWS RREEF Real Assets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAASX | DWS RREEF Real Assets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| RRRAX | DWS RREEF Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRCX | DWS RREEF Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRRX | DWS RREEF Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRSX | DWS RREEF Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRZX | DWS RREEF Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRREX | DWS RREEF Real Estate Securities S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EACOX | Eaton Vance Emerg & Frntr Countrs Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| EICOX | Eaton Vance Emerg & Frntr Countrs Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| EVCGX | Eaton Vance Greater China Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ECCGX | Eaton Vance Greater China Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EICGX | Eaton Vance Greater China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ETGIX | Eaton Vance Greater India A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| ECGIX | Eaton Vance Greater India C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EGIIX | Eaton Vance Greater India I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EILAX | Eaton Vance International Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| EILIX | Eaton Vance International Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ECOAX | Ecofin Global Renewables Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| ECOIX | Ecofin Global Renewables Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| EBLU | Ecofin Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| EGLBX | Elfun International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| MXSFX | Empower Real Estate Index Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MXREX | Empower Real Estate Index Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Real Estate |
| ETAEX | Eventide Exponential Technologies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| ETCEX | Eventide Exponential Technologies C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| ETIEX | Eventide Exponential Technologies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| ETNEX | Eventide Exponential Technologies N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| ETAGX | Eventide Gilead A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| ETCGX | Eventide Gilead C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| ETILX | Eventide Gilead I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| ETGLX | Eventide Gilead N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETLAX | Eventide Large Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLCX | Eventide Large Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLIX | Eventide Large Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLNX | Eventide Large Cap Focus N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| VSFAX | Federated Hermes Clover Small Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFCX | Federated Hermes Clover Small Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFIX | Federated Hermes Clover Small Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFRX | Federated Hermes Clover Small Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFSX | Federated Hermes Clover Small Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| PIEFX | Federated Hermes Emerging Markets Eq IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FRIEX | Federated Hermes Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIGDX | Federated Hermes International Growth IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| REIGX | Federated Hermes International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FIDPX | Federated Hermes Intl Dividend Strategy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFAX | Federated Hermes Intl Strat Val Div A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFCX | Federated Hermes Intl Strat Val Div C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFIX | Federated Hermes Intl Strat Val Div IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFLX | Federated Hermes Intl Strat Val Div R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| FBTAX | Fidelity Advisor Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTCX | Fidelity Advisor Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTIX | Fidelity Advisor Biotechnology I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTTX | Fidelity Advisor Biotechnology M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FIJYX | Fidelity Advisor Biotechnology Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FHKAX | Fidelity Advisor China Region A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FCHKX | Fidelity Advisor China Region C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKIX | Fidelity Advisor China Region I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKTX | Fidelity Advisor China Region M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FIQFX | Fidelity Advisor China Region Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FDAGX | Fidelity Advisor Consumer Staples A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FDCGX | Fidelity Advisor Consumer Staples C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FDIGX | Fidelity Advisor Consumer Staples I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FDTGX | Fidelity Advisor Consumer Staples M | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FIJCX | Fidelity Advisor Consumer Staples Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FEDAX | Fidelity Advisor Emerg Mkts Discv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDGX | Fidelity Advisor Emerg Mkts Discv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDIX | Fidelity Advisor Emerg Mkts Discv I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDTX | Fidelity Advisor Emerg Mkts Discv M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FIQGX | Fidelity Advisor Emerg Mkts Discv Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEAAX | Fidelity Advisor Emerging Asia A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERCX | Fidelity Advisor Emerging Asia C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERIX | Fidelity Advisor Emerging Asia I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEATX | Fidelity Advisor Emerging Asia M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| FIQPX | Fidelity Advisor Emerging Asia Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEDMX | Fidelity Advisor Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEMMX | Fidelity Advisor Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FECMX | Fidelity Advisor Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEQMX | Fidelity Advisor Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FZEMX | Fidelity Advisor Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FAMKX | Fidelity Advisor Focused Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FMCKX | Fidelity Advisor Focused Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FIMKX | Fidelity Advisor Focused Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTMKX | Fidelity Advisor Focused Em Mkts M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FZAEX | Fidelity Advisor Focused Em Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FFGAX | Fidelity Advisor Global Commodity Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| FCGCX | Fidelity Advisor Global Commodity Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| FFGIX | Fidelity Advisor Global Commodity Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| FFGTX | Fidelity Advisor Global Commodity Stk M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| FIQRX | Fidelity Advisor Global Commodity Stk Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| FWRAX | Fidelity Advisor Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRCX | Fidelity Advisor Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRIX | Fidelity Advisor Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRTX | Fidelity Advisor Global Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FIKKX | Fidelity Advisor Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FGDAX | Fidelity Advisor Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDCX | Fidelity Advisor Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDIX | Fidelity Advisor Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDTX | Fidelity Advisor Gold M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FIJDX | Fidelity Advisor Gold Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FIRAX | Fidelity Advisor Intl Real Estate A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRCX | Fidelity Advisor Intl Real Estate C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRIX | Fidelity Advisor Intl Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRTX | Fidelity Advisor Intl Real Estate M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIKLX | Fidelity Advisor Intl Real Estate Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIASX | Fidelity Advisor Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FICSX | Fidelity Advisor Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIXIX | Fidelity Advisor Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FTISX | Fidelity Advisor Intl Small Cap M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIQIX | Fidelity Advisor Intl Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FLFAX | Fidelity Advisor Latin America A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLFCX | Fidelity Advisor Latin America C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLFIX | Fidelity Advisor Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLFTX | Fidelity Advisor Latin America M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FIQMX | Fidelity Advisor Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FMFAX | Fidelity Advisor Materials A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFCX | Fidelity Advisor Materials C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFEX | Fidelity Advisor Materials I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFTX | Fidelity Advisor Materials M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FIJFX | Fidelity Advisor Materials Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FHEAX | Fidelity Advisor Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHECX | Fidelity Advisor Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHEIX | Fidelity Advisor Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHETX | Fidelity Advisor Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FIKJX | Fidelity Advisor Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FELAX | Fidelity Advisor Semiconductors A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FELCX | Fidelity Advisor Semiconductors C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FELIX | Fidelity Advisor Semiconductors I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FELTX | Fidelity Advisor Semiconductors M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FIKGX | Fidelity Advisor Semiconductors Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FSWAX | Fidelity Advisor Sustainable EM Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYKX | Fidelity Advisor Sustainable EM Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZIX | Fidelity Advisor Sustainable EM Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYNX | Fidelity Advisor Sustainable EM Eq M | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZZX | Fidelity Advisor Sustainable EM Eq Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FUGAX | Fidelity Advisor Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUGCX | Fidelity Advisor Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUGIX | Fidelity Advisor Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FAUFX | Fidelity Advisor Utilities M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FIKIX | Fidelity Advisor Utilities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FSOAX | Fidelity Advisor Value Strategies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| FVCSX | Fidelity Advisor Value Strategies C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| FASOX | Fidelity Advisor Value Strategies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| FASPX | Fidelity Advisor Value Strategies M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| FHKCX | Fidelity China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FRNW | Fidelity Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
| FDHT | Fidelity Digital Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FDRV | Fidelity Elctrc Vhcls & Ftr Trnsptn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| FSEAX | Fidelity Emerging Asia | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEDDX | Fidelity Emerging Markets Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEMKX | Fidelity Emerging Markets Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FKEMX | Fidelity Emerging Markets K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FDEM | Fidelity Emerging Markets Mltfct ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FFGCX | Fidelity Global Commodity Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| FNSTX | Fidelity Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FISMX | Fidelity International Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIREX | Fidelity Intl Real Estate | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FJSCX | Fidelity Japan Smaller Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| FLATX | Fidelity Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FSTA | Fidelity MSCI Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 0 | X | Consumer Defensive |
| FMAT | Fidelity MSCI Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| FREL | Fidelity MSCI Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FNORX | Fidelity Nordic | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FSRNX | Fidelity Real Estate Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FPRO | Fidelity Real Estate Investment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRESX | Fidelity Real Estate Investment Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FGKPX | Fidelity SAI Em Mkts Lw Vol Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FESIX | Fidelity SAI Real Estate Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FBIOX | Fidelity Select Biotechnology | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FSCHX | Fidelity Select Chemicals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FSHOX | Fidelity Select Construction & Housing | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| FDFAX | Fidelity Select Consumer Staples Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FSVLX | Fidelity Select Fintech Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| FSAGX | Fidelity Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FSHCX | Fidelity Select Health Care Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| FSPCX | Fidelity Select Insurance Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| FSDPX | Fidelity Select Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FPHAX | Fidelity Select Pharmaceuticals Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FSELX | Fidelity Select Semiconductors | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FSUTX | Fidelity Select Utilities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FEMYX | Fidelity Series Sustainable Emerg Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSLSX | Fidelity Value Strategies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| FVSKX | Fidelity Value Strategies K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| SGGDX | First Eagle Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGOX | First Eagle Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGIX | First Eagle Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEURX | First Eagle Gold R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| DTRE | First Trust Alerian Dsrupt Tech RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FPA | First Trust AsiaPac ex-Jpn AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| FBZ | First Trust Brazil AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FCA | First Trust China AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FXG | First Trust Cnsmr Staples AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| FDNI | First Trust Dow Jones Intl Intnt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECLN | First Trust EIP Carbon Impact ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Utilities |
| FEMS | First Trust Emerg Mkts SC AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FCEF | First Trust Income Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| FTW | First Trust India NIFTY 50 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FPXI | First Trust International Eq Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Foreign Large Growth |
| FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FTXG | First Trust Nasdaq Food & Beverage ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Consumer Defensive |
| EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| FTXL | First Trust Nasdaq Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| QABA | First Trust NASDAQ® ABA Community Bk ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| QCLN | First Trust NASDAQ® Cln Edge® GrnEngyETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| FCG | First Trust Natural Gas ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| FBT | First Trust NYSE Arca Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FID | First Trust S&P Int Div Aristocrats ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| FRI | First Trust S&P REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| FSZ | First Trust Switzerland AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FOVAX | First Trust/Confluence Small Cap Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FOVCX | First Trust/Confluence Small Cap Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FOVIX | First Trust/Confluence Small Cap Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| ALTEX | Firsthand Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
| QLVE | FlexShares EMs Quality Lw Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GQRE | FlexShares Glbl Quality Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| IQDY | FlexShares Intl Qual Div Dynamic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| FMIUX | FMI Common Stock Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FMIMX | FMI Common Stock Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| DIEM | Franklin Emerging Mkt Core Div TltIdxETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| FLAU | Franklin FTSE Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLBR | Franklin FTSE Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLHK | Franklin FTSE Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FLIN | Franklin FTSE India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| FLSA | Franklin FTSE Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLKR | Franklin FTSE South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Miscellaneous Region |
| FLSW | Franklin FTSE Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Region |
| FLTW | Franklin FTSE Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FKRCX | Franklin Gold and Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGADX | Franklin Gold and Precious Metals Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FRGOX | Franklin Gold and Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGPMX | Franklin Gold and Precious Metals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| TEQIX | Franklin Mutual Quest A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| TEMQX | Franklin Mutual Quest C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| FMQSX | Franklin Mutual Quest R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| FMQRX | Franklin Mutual Quest R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| MQIFX | Franklin Mutual Quest Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| FREEX | Franklin Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRLAX | Franklin Real Estate Securities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRRSX | Franklin Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSERX | Franklin Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FQEMX | Franklin Templeton SMACS: Series EM | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FKUQX | Franklin Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FKUTX | Franklin Utilities A1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRUAX | Franklin Utilities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRUSX | Franklin Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRURX | Franklin Utilities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUFRX | Franklin Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FTHF | FT EM Human Flourishing ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EIPI | FT Energy Income Ptnrs Enh Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| FTZIX | FullerThaler Behavrl Uncnstd Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FTMSX | FullerThaler Behvrl Mcr-Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| FTZAX | FullerThaler Behvrll Uncnstd Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FTZCX | FullerThaler Behvrll Uncnstd Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FTZFX | FullerThaler Behvrll Uncnstd Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| GABF | Gabelli Financial Services Opp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Financial |
| GGFSX | Gabelli Global Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GAFSX | Gabelli Global Financial Services AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GCFSX | Gabelli Global Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GFSIX | Gabelli Global Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GMNAX | Gabelli Global Mini Mites A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GAMNX | Gabelli Global Mini Mites AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GMNCX | Gabelli Global Mini Mites C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GGMMX | Gabelli Global Mini Mites I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GLDAX | Gabelli Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GOLDX | Gabelli Gold AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLDCX | Gabelli Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLDIX | Gabelli Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GOCAX | Gabelli International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GABOX | Gabelli International Small Cap AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GGLCX | Gabelli International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GLOIX | Gabelli International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MOGLX | Gabelli Media Mogul | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| MLGLX | Gabelli Media Mogul A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| GABVX | Gabelli Value 25 A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Blend |
| GVCAX | Gabelli Value 25 AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Blend |
| GVCCX | Gabelli Value 25 C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Blend |
| GVCIX | Gabelli Value 25 I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Blend |
| AGNG | Global X Aging Population ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BKCH | Global X Blockchain ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BRAZ | Global X Brazil Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| COPX | Global X Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| BUG | Global X Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| DTCR | Global X Data Center & Dgtl Infrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DMAT | Global X Disruptive Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| EMM | Global X Emerging Markets ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMC | Global X Emerging Mkts Great Cnsmr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FINX | Global X FinTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| ASEA | Global X FTSE Southeast Asia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| GNOM | Global X Genomics & Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GOEX | Global X Gold Explorers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| NDIA | Global X India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| MLPX | Global X MLP & Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPA | Global X MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| ARGT | Global X MSCI Argentina ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CHIQ | Global X MSCI China Consumer Disc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GXG | Global X MSCI Colombia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GREK | Global X MSCI Greece ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| NORW | Global X MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EFAS | Global X MSCI SuperDividend® EAFE ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| SDEM | Global X MSCI SuperDividend® Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VNAM | Global X MSCI Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PTEC | Global X PropTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Sector |
| SIL | Global X Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
| SRET | Global X SuperDividend® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EDOC | Global X Telemedicine & Digital Hlth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| URA | Global X Uranium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| HERO | Global X Video Games & Esports ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GMAUX | GMO Emerging Markets ex-China III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMAQX | GMO Emerging Markets ex-China VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMEX | GMO Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMEMX | GMO Emerging Markets II | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMOEX | GMO Emerging Markets III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMNX | GMO Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMMX | GMO Emerging Markets VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GSAGX | Goldman Sachs China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSACX | Goldman Sachs China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAIX | Goldman Sachs China Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAEX | Goldman Sachs China Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAFX | Goldman Sachs China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GCEBX | Goldman Sachs Clean Energy Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GCEGX | Goldman Sachs Clean Energy Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GCEDX | Goldman Sachs Clean Energy Income Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GCEJX | Goldman Sachs Clean Energy Income Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GCEPX | Goldman Sachs Clean Energy Income P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GCEEX | Goldman Sachs Clean Energy Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GERAX | Goldman Sachs Em Mkts Eq Insghts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERCX | Goldman Sachs Em Mkts Eq Insghts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERIX | Goldman Sachs Em Mkts Eq Insghts Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GIRPX | Goldman Sachs Em Mkts Eq Insghts Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GAGPX | Goldman Sachs Em Mkts Eq Insghts P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GRRPX | Goldman Sachs Em Mkts Eq Insghts R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERUX | Goldman Sachs Em Mkts Eq Insghts R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GEMAX | Goldman Sachs Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMCX | Goldman Sachs Emerging Markets Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMIX | Goldman Sachs Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GIRMX | Goldman Sachs Emerging Markets Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GAHPX | Goldman Sachs Emerging Markets Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMUX | Goldman Sachs Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMSX | Goldman Sachs Emerging Markets Eq Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMJX | Goldman Sachs Emerging Mkt Eq ex. ChnIns | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMOX | Goldman Sachs Emerging Mkt Eq ex. ChnInv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMHX | Goldman Sachs Emerging Mkts Eq ex. Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMLX | Goldman Sachs Emerging Mkts Eq ex. Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMPX | Goldman Sachs Emerging Mkts Eq ex. Chn P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMQX | Goldman Sachs Emerging Mkts Eq ex. Chn R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEBAX | Goldman Sachs ESG Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBCX | Goldman Sachs ESG Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBIX | Goldman Sachs ESG Em Mkts Eq Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBNX | Goldman Sachs ESG Em Mkts Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEPPX | Goldman Sachs ESG Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBRX | Goldman Sachs ESG Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBSX | Goldman Sachs ESG Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GREI | Goldman Sachs Ft Rl Estt & Infrs Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GSFP | Goldman Sachs Future Planet Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Growth |
| GGIAX | Goldman Sachs Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGICX | Goldman Sachs Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIDX | Goldman Sachs Global Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGINX | Goldman Sachs Global Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGWPX | Goldman Sachs Global Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIJX | Goldman Sachs Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GARGX | Goldman Sachs Global Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARKX | Goldman Sachs Global Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARSX | Goldman Sachs Global Rl Estt Secs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARJX | Goldman Sachs Global Rl Estt Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GGUPX | Goldman Sachs Global Rl Estt Secs P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARVX | Goldman Sachs Global Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GLPAX | Goldman Sachs MLP Energy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPCX | Goldman Sachs MLP Energy Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMLPX | Goldman Sachs MLP Energy Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPIX | Goldman Sachs MLP Energy Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMNPX | Goldman Sachs MLP Energy Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPRX | Goldman Sachs MLP Energy Infras R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPSX | Goldman Sachs MLP Energy Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GPOW | Goldman Sachs North Amr Pip & Pwr Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GREAX | Goldman Sachs Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRECX | Goldman Sachs Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREIX | Goldman Sachs Real Estate Securities Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRETX | Goldman Sachs Real Estate Securities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GMJPX | Goldman Sachs Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRERX | Goldman Sachs Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREUX | Goldman Sachs Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRESX | Goldman Sachs Real Estate Securities Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GSBDX | Goldman Sachs Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSBAX | Goldman Sachs Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSAJX | Goldman Sachs Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSAHX | Goldman Sachs Small Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSADX | Goldman Sachs Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSBEX | Goldman Sachs Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMGX | Goldman Sachs Small/Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMYX | Goldman Sachs Small/Mid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMTX | Goldman Sachs Small/Mid Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSWPX | Goldman Sachs Small/Mid Cap Growth P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMRX | Goldman Sachs Small/Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMUX | Goldman Sachs Small/Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMQX | Goldman Sachs Small/Mid Cap Growth Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GLEAX | GS Energy Infrastructure Fd A Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLECX | GS Energy Infrastructure Fd C Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEPX | GS Energy Infrastructure Fd Instl Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEIX | GS Energy Infrastructure Fd Inv Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GAMPX | GS Energy Infrastructure Fd P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLERX | GS Energy Infrastructure Fd R Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLESX | GS Energy Infrastructure Fd R6 Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GREYX | GuideStone Funds Global Rl Est Secs Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GREZX | GuideStone Funds Global Rl Est Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GAAEX | Guinness Atkinson Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| SMLL | Harbor Active Small Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MEDI | Harbor Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HRIGX | Harbor International Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| HAIGX | Harbor International Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| HIIGX | Harbor International Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| HNGFX | Harbor International Growth Retirement | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| HRSGX | Harbor Small Cap Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HASGX | Harbor Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HISGX | Harbor Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HNSGX | Harbor Small Cap Growth Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HSVRX | Harbor Small Cap Value Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HASCX | Harbor Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HISVX | Harbor Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HNVRX | Harbor Small Cap Value Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HLMCX | Harding Loevner Chinese Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HLXCX | Harding Loevner Emer Mkt ex Chn Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEMX | Harding Loevner Emerging Markets Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLFMX | Harding Loevner Frontier Emerg Mkts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMOX | Harding Loevner Frontier Emerg Mkts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLFZX | Harding Loevner Frontier Emerg MktsInstZ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMEX | Harding Loevner Instl Emerg Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEZX | Harding Loevner Instl Emerg Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMIX | Harding Loevner International Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| HLIZX | Harding Loevner International Eq Instl Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| HLMNX | Harding Loevner International Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| HLCTX | Harding Loevner Intl Carb Trans Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
| HLIDX | Harding Loevner Intl Dev Mkts Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLMRX | Harding Loevner Intl Small Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLRZX | Harding Loevner Intl Small Coms Instl Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLMSX | Harding Loevner Intl Small Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HGXAX | Hartford Global Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXCX | Hartford Global Impact C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXFX | Hartford Global Impact F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXIX | Hartford Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXRX | Hartford Global Impact R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXSX | Hartford Global Impact R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXTX | Hartford Global Impact R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXVX | Hartford Global Impact R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXYX | Hartford Global Impact Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| ROAM | Hartford Multifactor Emerging Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HSHAX | Hartford Schroders China A A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHCX | Hartford Schroders China A C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHFX | Hartford Schroders China A F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHIX | Hartford Schroders China A I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHRX | Hartford Schroders China A SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHYX | Hartford Schroders China A Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSXAX | Hartford Schroders Diversified Em Mkts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXCX | Hartford Schroders Diversified Em Mkts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXFX | Hartford Schroders Diversified Em Mkts F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXIX | Hartford Schroders Diversified Em Mkts I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXYX | Hartford Schroders Diversified Em Mkts Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSDEX | Hartford Schroders Diversified EmMktsSDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMVX | Hartford Schroders Emerging Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHCX | Hartford Schroders Emerging Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHFX | Hartford Schroders Emerging Mkts Eq F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMNX | Hartford Schroders Emerging Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHRX | Hartford Schroders Emerging Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHSX | Hartford Schroders Emerging Mkts Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHTX | Hartford Schroders Emerging Mkts Eq R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMTX | Hartford Schroders Emerging Mkts Eq SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHYX | Hartford Schroders Emerging Mkts Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IHSAX | Hartford Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSMCX | Hartford Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSFX | Hartford Small Company F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HIASX | Hartford Small Company HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HDMBX | Hartford Small Company HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSIX | Hartford Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSRX | Hartford Small Company R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSSX | Hartford Small Company R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSUX | Hartford Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSVX | Hartford Small Company R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSCYX | Hartford Small Company Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| PXSAX | Impax Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| PXSIX | Impax Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| PXSCX | Impax Small Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| PSR | Invesco Active US Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PBE | Invesco Biotechnology & Genome ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PKB | Invesco Building & Construction ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| PCEF | Invesco CEF Income Composite ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ODMAX | Invesco Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVCX | Invesco Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVNX | Invesco Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DVMFX | Invesco Developing Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVIX | Invesco Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVYX | Invesco Developing Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PFI | Invesco Dorsey Wright Financial Momt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| PTH | Invesco Dorsey Wright Healthcare MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PYZ | Invesco DW Basic Materials Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| PSL | Invesco DW Consumer Staples Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Consumer Defensive |
| PIE | Invesco DW Emerging Markets Momt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PEJ | Invesco Dynamic Leisure and Entmnt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Consumer Cyclical |
| ASIAX | Invesco EQV Asia Pacific Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASICX | Invesco EQV Asia Pacific Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASISX | Invesco EQV Asia Pacific Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASIYX | Invesco EQV Asia Pacific Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| GTDDX | Invesco EQV Emerging Markets All Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDCX | Invesco EQV Emerging Markets All Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDIX | Invesco EQV Emerging Markets All Cap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDFX | Invesco EQV Emerging Markets All Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDYX | Invesco EQV Emerging Markets All Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PBJ | Invesco Food & Beverage ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Consumer Defensive |
| GIZAX | Invesco Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZCX | Invesco Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZRX | Invesco Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZFX | Invesco Global Infrastructure R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZSX | Invesco Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZYX | Invesco Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| OPGIX | Invesco Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| OGICX | Invesco Global Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| OGINX | Invesco Global Opportunities R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GOFFX | Invesco Global Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| OGIIX | Invesco Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| OGIYX | Invesco Global Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AGREX | Invesco Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CGREX | Invesco Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRAX | Invesco Global Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRCX | Invesco Global Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRIX | Invesco Global Real Estate Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRFX | Invesco Global Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRYX | Invesco Global Real Estate Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RGREX | Invesco Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IGREX | Invesco Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FGREX | Invesco Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARGYX | Invesco Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| OPGSX | Invesco Gold & Special Minerals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMCX | Invesco Gold & Special Minerals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMNX | Invesco Gold & Special Minerals R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IOGYX | Invesco Gold & Special Minerals R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMIX | Invesco Gold & Special Minerals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMYX | Invesco Gold & Special Minerals Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| PGJ | Invesco Golden Dragon China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AACFX | Invesco Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CACFX | Invesco Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| IGCRX | Invesco Greater China R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| IACFX | Invesco Greater China R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CACSX | Invesco Greater China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AMCYX | Invesco Greater China Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PIN | Invesco India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| KBWD | Invesco KBW High Dividend Yld Fincl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| KBWY | Invesco KBW Premium Yield Eq REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CUT | Invesco MSCI Global Timber ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GBLD | Invesco MSCI Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| IBBQ | Invesco Nasdaq Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GGME | Invesco Next Gen Media and Gaming ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| PXJ | Invesco Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PJP | Invesco Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| SOXQ | Invesco PHLX Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IVRA | Invesco Real Assets ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | V | Real Estate |
| IARAX | Invesco Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARCX | Invesco Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REINX | Invesco Real Estate Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARRX | Invesco Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARIX | Invesco Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARFX | Invesco Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARYX | Invesco Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RSPS | Invesco S&P 500® Eql Wt Cnsm Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| RSPM | Invesco S&P 500® Equal Weight Matrls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| RSPU | Invesco S&P 500® Equal Weight Utilts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RSPR | Invesco S&P 500® Equal Wt Real Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EELV | Invesco S&P Emerging Markets Low Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMO | Invesco S&P Emerging Markets Mom ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| CGW | Invesco S&P Global Water ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| RFG | Invesco S&P MidCap 400® Pure Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Growth |
| GRPZ | Invesco S&P SmallCap 600 GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| PSCC | Invesco S&P SmallCap Consumer Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Consumer Defensive |
| PSCE | Invesco S&P SmallCap Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PSCF | Invesco S&P SmallCap Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| PSCH | Invesco S&P SmallCap Health Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| XSHD | Invesco S&P SmallCap Hi Div Low Vol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| PSCM | Invesco S&P SmallCap Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| XSHQ | Invesco S&P SmallCap Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSCU | Invesco S&P SmallCap Ult & Comnc Svc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| CSD | Invesco S&P Spin-Off ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PSI | Invesco Semiconductors ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Technology |
| MLPAX | Invesco SteelPath MLP Alpha A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPGX | Invesco SteelPath MLP Alpha C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPLX | Invesco SteelPath MLP Alpha Plus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPMX | Invesco SteelPath MLP Alpha Plus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMJX | Invesco SteelPath MLP Alpha Plus R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMPX | Invesco SteelPath MLP Alpha Plus R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPPX | Invesco SteelPath MLP Alpha Plus R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPNX | Invesco SteelPath MLP Alpha Plus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMGX | Invesco SteelPath MLP Alpha R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMHX | Invesco SteelPath MLP Alpha R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPAX | Invesco SteelPath MLP Alpha R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPOX | Invesco SteelPath MLP Alpha Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPDX | Invesco SteelPath MLP Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPRX | Invesco SteelPath MLP Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPNNX | Invesco SteelPath MLP Income R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMQX | Invesco SteelPath MLP Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPMX | Invesco SteelPath MLP Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPZX | Invesco SteelPath MLP Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PHO | Invesco Water Resources ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| PBW | Invesco WilderHill Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Small Growth |
| AIA | iShares Asia 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| DVYA | iShares Asia/Pacific Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| IBB | iShares Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ETEC | iShares Breakthrough Envirtl Sol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Technology |
| FXI | iShares China Large-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ICF | iShares Cohen & Steers REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ICOP | iShares Copper and Metals Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| USRT | iShares Core US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BIRDX | iShares Developed Real Estate Idx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BARDX | iShares Developed Real Estate Idx Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BKRDX | iShares Developed Real Estate Idx K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| DVYE | iShares Emerging Markets Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIF | iShares Emerging Markets Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IBAT | iShares Energy Storage & Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
| EFRA | iShares Environmental Infras & IndstrETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| ERET | iShares Environmentally Aware Rl Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Real Estate |
| EMXF | iShares ESG Advanced MSCI EM ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| IDAT | iShares Future Cloud 5G and Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IDNA | iShares Genomics Immnlgy & Hlthcr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ICLN | iShares Global Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | V | Miscellaneous Sector |
| KXI | iShares Global Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 8 | 1 | 0 | X | Consumer Defensive |
| IGF | iShares Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| REET | iShares Global REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| WOOD | iShares Global Timber & Forestry ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| JXI | iShares Global Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| INDY | iShares India 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| IFGL | iShares International Dev Real Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| IDV | iShares International Select Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Value |
| ILIT | iShares Lithium Miners And Producers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| REM | iShares Mortgage Real Estate Capped ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EWA | iShares MSCI Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWO | iShares MSCI Austria ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWK | iShares MSCI Belgium ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWZ | iShares MSCI Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| EWZS | iShares MSCI Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| ECH | iShares MSCI Chile ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CNYA | iShares MSCI China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| TCHI | iShares MSCI China Multisector Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| ECNS | iShares MSCI China Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EDEN | iShares MSCI Denmark ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EEMV | iShares MSCI Emerg Mkts Min Vol Fctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EFNL | iShares MSCI Finland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| RING | iShares MSCI Global Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SLVP | iShares MSCI Global Silver&Mtls Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SDG | iShares MSCI Global Sust Dev Goals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| EWH | iShares MSCI Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| INDA | iShares MSCI India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| SMIN | iShares MSCI India Small-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| EIDO | iShares MSCI Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EIRL | iShares MSCI Ireland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| SCJ | iShares MSCI Japan Small-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Japan Stock |
| EWM | iShares MSCI Malaysia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWN | iShares MSCI Netherlands ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| ENZL | iShares MSCI New Zealand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ENOR | iShares MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPP | iShares MSCI Pacific ex Japan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| EPU | iShares MSCI Peru ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPHE | iShares MSCI Philippines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPOL | iShares MSCI Poland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| QAT | iShares MSCI Qatar ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| KSA | iShares MSCI Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWS | iShares MSCI Singapore ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EZA | iShares MSCI South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWY | iShares MSCI South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
| EWP | iShares MSCI Spain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWD | iShares MSCI Sweden ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
| EWL | iShares MSCI Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Miscellaneous Region |
| EWT | iShares MSCI Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| THD | iShares MSCI Thailand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TUR | iShares MSCI Turkey ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| UAE | iShares MSCI UAE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| IWTR | iShares MSCI Water Mgmt Mltsctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| IBRN | iShares Neuroscience and Healthcare ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| REZ | iShares Residential & Multisector RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IDRV | iShares Self-Driving EV and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Industrials |
| SOXX | iShares Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IYM | iShares US Basic Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| IAI | iShares US Broker-Dealers&Secs Exchs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| IYK | iShares US Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Consumer Defensive |
| IHF | iShares US Healthcare Providers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Health |
| ITB | iShares US Home Construction ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| IHI | iShares US Medical Devices ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IEZ | iShares US Oil Equipment & Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| IHE | iShares US Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| IYR | iShares US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IDU | iShares US Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| KWT | iShares® MSCI Kuwait ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| HEMAX | Janus Henderson Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMCX | Janus Henderson Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMDX | Janus Henderson Emerging Markets D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMIX | Janus Henderson Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMRX | Janus Henderson Emerging Markets N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMSX | Janus Henderson Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMTX | Janus Henderson Emerging Markets T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JERAX | Janus Henderson Global Real Estate A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERCX | Janus Henderson Global Real Estate C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JNGSX | Janus Henderson Global Real Estate D | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERIX | Janus Henderson Global Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERNX | Janus Henderson Global Real Estate N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERSX | Janus Henderson Global Real Estate S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERTX | Janus Henderson Global Real Estate T | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| SXUS | Janus Henderson International Sus Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Growth |
| JDSAX | Janus Henderson Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JCSCX | Janus Henderson Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JNPSX | Janus Henderson Small Cap Value D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCOX | Janus Henderson Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSIVX | Janus Henderson Small Cap Value L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSNX | Janus Henderson Small Cap Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSRX | Janus Henderson Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JISCX | Janus Henderson Small Cap Value S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCVX | Janus Henderson Small Cap Value T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JVSAX | Janus Henderson Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| JVSCX | Janus Henderson Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| JSVDX | Janus Henderson Small-Mid Cap Value D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| JVSIX | Janus Henderson Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| JVSNX | Janus Henderson Small-Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| JSVSX | Janus Henderson Small-Mid Cap Value S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| JSVTX | Janus Henderson Small-Mid Cap Value T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| JRE | Janus Henderson US Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| PZFVX | JHancock Classic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVCX | JHancock Classic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVIX | JHancock Classic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVSX | JHancock Classic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVVX | JHancock Classic Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVWX | JHancock Classic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JEMQX | JHancock Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMZX | JHancock Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMMX | JHancock Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHancock Emerging Markets Equity NAV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMKX | JHancock Emerging Markets Equity R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMNX | JHancock Emerging Markets Equity R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMGX | JHancock Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JTQAX | JHancock ESG International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
| JTQIX | JHancock ESG International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
| JTQRX | JHancock ESG International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
| JEEBX | JHancock Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEFX | JHancock Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEIX | JHancock Infrastructure I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JHancock Infrastructure NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEDX | JHancock Infrastructure R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JIREX | JHancock Real Estate Securities 1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JYEBX | JHancock Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABFX | JHancock Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABGX | JHancock Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABIX | JHancock Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Baillie Gifford International Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| JNL/Baillie Gifford International Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| JNL/First Sentier Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/First Sentier Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/Heitman US Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Heitman US Focused Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Consumers Staples Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Consumers Staples Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Materials Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| JNL/Mellon Materials Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| JNL/Mellon Real Estate Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Real Estate Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Utilities Sector A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Mellon Utilities Sector I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/WMC Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JNL/WMC Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JOMEX | JOHCM Emerging Mkts Discovery Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JOMMX | JOHCM Emerging Mkts Discovery Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JCHI | JPMorgan Active China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JADE | JPMorgan Active Developing Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BBAX | JPMorgan BetaBuilders Dev APAC ex-JpnETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JFAMX | JPMorgan Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMCX | JPMorgan Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMSX | JPMorgan Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JMIEX | JPMorgan Emerging Markets Equity L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHUJX | JPMorgan Emerging Markets Equity R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHURX | JPMorgan Emerging Markets Equity R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHUKX | JPMorgan Emerging Markets Equity R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMOX | JPMorgan Emerging Markets Equity R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMWX | JPMorgan Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SCDS | JPMorgan Fundamental Data Sci Sm Cor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| JPRE | JPMorgan Realty Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BLLD | JPMorgan Sustainable Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| KARIX | Kayne Anderson Renewable Infras I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| KARRX | Kayne Anderson Renewable Infras Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| KBIWX | KBI Global Investors Aquarius Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| KLIP | KraneShares China InternetAndCovCllStETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KARS | KraneShares Eltc Vhl and Ft Mbly ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| KGRN | KraneShares MSCI China Clean Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | China Region |
| LDMIX | Lazard Developing Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LDMOX | Lazard Developing Markets Equity Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECEIX | Lazard Emerging Markets Core Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECEOX | Lazard Emerging Markets Core Equity Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RLEOX | Lazard Emerging Markets Core Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LZEMX | Lazard Emerging Markets Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LZOEX | Lazard Emerging Markets Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RLEMX | Lazard Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LZFIX | Lazard Equity Franchise Inst Shr | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Value |
| LZFOX | Lazard Equity Franchise Open Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Value |
| GLIFX | Lazard Global Listed Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GLFOX | Lazard Global Listed Infrastructure Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| LZISX | Lazard International Small Cap Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| LZSMX | Lazard International Small Cap Eq Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RALIX | Lazard Real Assets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| RALOX | Lazard Real Assets Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| RALYX | Lazard Real Assets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| LZSCX | Lazard US Small Cap Equity Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| LZCOX | Lazard US Small Cap Equity Select Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RLSMX | Lazard US Small Cap Equity Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| LFVAX | Lord Abbett Focused Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LFVCX | Lord Abbett Focused Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LFSFX | Lord Abbett Focused Small Cap Value F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVOX | Lord Abbett Focused Small Cap Value F3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVYX | Lord Abbett Focused Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVVX | Lord Abbett Focused Small Cap Value R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVWX | Lord Abbett Focused Small Cap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LAIEX | Lord Abbett International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINCX | Lord Abbett International Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINFX | Lord Abbett International Opp F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINYX | Lord Abbett International Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINPX | Lord Abbett International Opp P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINQX | Lord Abbett International Opp R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINRX | Lord Abbett International Opp R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINSX | Lord Abbett International Opp R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINTX | Lord Abbett International Opp R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINVX | Lord Abbett International Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LOIEX | Lord Abbett International Opps F3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LRSCX | Lord Abbett Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LSRCX | Lord Abbett Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSFX | Lord Abbett Small Cap Value F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSOX | Lord Abbett Small Cap Value F3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSYX | Lord Abbett Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSPX | Lord Abbett Small Cap Value P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSQX | Lord Abbett Small Cap Value R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSRX | Lord Abbett Small Cap Value R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSSX | Lord Abbett Small Cap Value R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSTX | Lord Abbett Small Cap Value R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSVX | Lord Abbett Small Cap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BILD | Macquarie Global Listed Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| MACEX | Martin Currie Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCECX | Martin Currie Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEFIX | Martin Currie Emerging Markets FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCEIX | Martin Currie Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCEMX | Martin Currie Emerging Markets IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LCSMX | Martin Currie SMA-Shares Series EM | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCSE | Martin Currie Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| MPASX | MassMutual Strat Emerg Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPLSX | MassMutual Strat Emerg Mkts Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPZSX | MassMutual Strat Emerg Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPZRX | MassMutual Strat Emerg Mkts R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPRSX | MassMutual Strat Emerg Mkts R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPSMX | MassMutual Strat Emerg Mkts R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPEYX | MassMutual Strat Emerg Mkts Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EV | Mast Global Battery Rcyclng & Prdctn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| MACSX | Matthews Asian Growth & Inc Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MICSX | Matthews Asian Growth & Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MICFX | Matthews China Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCHFX | Matthews China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MISMX | Matthews EM Sm Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSMLX | Matthews EM Sm Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSF | Matthews Emerging Markets Sus Fut ActETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MISFX | Matthews Emerging Markets Sust Fut Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MASGX | Matthews Emerging Markets Sust Fut Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MIDNX | Matthews India Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MINDX | Matthews India Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MIPTX | Matthews Pacific Tiger Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MAPTX | Matthews Pacific Tiger Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MEMSX | Mercer Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMQX | Mercer Emerging Markets Equity Y3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MSGAX | Meridian Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGCX | Meridian Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGRX | Meridian Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MISGX | Meridian Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGGX | Meridian Small Cap Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BRKAX | MFS Blended Research Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKBX | MFS Blended Research Em Mkts Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKCX | MFS Blended Research Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKIX | MFS Blended Research Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKRX | MFS Blended Research Em Mkts Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKSX | MFS Blended Research Em Mkts Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKTX | MFS Blended Research Em Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKUX | MFS Blended Research Em Mkts Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKVX | MFS Blended Research Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MEMAX | MFS Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMBX | MFS Emerging Markets Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMCX | MFS Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMIX | MFS Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMRX | MFS Emerging Markets Equity R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMFX | MFS Emerging Markets Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMGX | MFS Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMHX | MFS Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMJX | MFS Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMPX | MFS Emerging Markets Equity Research A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMRX | MFS Emerging Markets Equity Research C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMIX | MFS Emerging Markets Equity Research I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMDX | MFS Emerging Markets Equity Research R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMEX | MFS Emerging Markets Equity Research R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMFX | MFS Emerging Markets Equity Research R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMGX | MFS Emerging Markets Equity Research R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMHX | MFS Emerging Markets Equity Research R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MGLAX | MFS Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLDX | MFS Global Real Estate B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLCX | MFS Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLIX | MFS Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLJX | MFS Global Real Estate R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLKX | MFS Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLLX | MFS Global Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLMX | MFS Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLRX | MFS Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MMUFX | MFS Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUBX | MFS Utilities B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUCX | MFS Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUIX | MFS Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUGX | MFS Utilities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MURRX | MFS Utilities R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUHX | MFS Utilities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUJX | MFS Utilities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUKX | MFS Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MAGKX | MoA Small Cap Growth Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MDOAX | Morgan Stanley Developing Opportunity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDOBX | Morgan Stanley Developing Opportunity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDOEX | Morgan Stanley Developing Opportunity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDODX | Morgan Stanley Developing Opportunity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDQX | Morgan Stanley Emerging Mkt ex China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDOX | Morgan Stanley Emerging Mkt ex China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDUX | Morgan Stanley Emerging Mkt ex China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDMX | Morgan Stanley Emerging Mkt ex China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EUGAX | Morgan Stanley Europe Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| MSEEX | Morgan Stanley Europe Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| EUGDX | Morgan Stanley Europe Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| EUGCX | Morgan Stanley Europe Opportunity L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| MSJAX | Morgan Stanley Global Endurance A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJCX | Morgan Stanley Global Endurance C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJIX | Morgan Stanley Global Endurance I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJSX | Morgan Stanley Global Endurance R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSBEX | Morgan Stanley Global Focus Rl Est A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MSBKX | Morgan Stanley Global Focus Rl Est C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MSBDX | Morgan Stanley Global Focus Rl Est I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MSBPX | Morgan Stanley Global Focus Rl Est R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CPOAX | Morgan Stanley Insight A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSCMX | Morgan Stanley Insight C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| CPODX | Morgan Stanley Insight I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MBIRX | Morgan Stanley Insight IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| CPOCX | Morgan Stanley Insight L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MCRTX | Morgan Stanley Insight R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSAUX | Morgan Stanley Inst Asia Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAWX | Morgan Stanley Inst Asia Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAQX | Morgan Stanley Inst Asia Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAYX | Morgan Stanley Inst Asia Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MACGX | Morgan Stanley Inst Discovery A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| MSMFX | Morgan Stanley Inst Discovery C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| MPEGX | Morgan Stanley Inst Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| MSKLX | Morgan Stanley Inst Discovery L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| MMCGX | Morgan Stanley Inst Discovery R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| MMKBX | Morgan Stanley Inst Emerging Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSEPX | Morgan Stanley Inst Emerging Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MGEMX | Morgan Stanley Inst Emerging Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MRGEX | Morgan Stanley Inst Emerging Mkts IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSELX | Morgan Stanley Inst Emerging Mkts L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MMMPX | Morgan Stanley Inst Emerging Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELAX | Morgan Stanley Inst EMkts Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMLX | Morgan Stanley Inst EMkts Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELIX | Morgan Stanley Inst EMkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSIWX | Morgan Stanley Inst EMkts Ldrs IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELSX | Morgan Stanley Inst EMkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MTIPX | Morgan Stanley Inst Glbl Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MSGTX | Morgan Stanley Inst Glbl Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MTIIX | Morgan Stanley Inst Glbl Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MRGOX | Morgan Stanley Inst Glbl Infras IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MTILX | Morgan Stanley Inst Glbl Infras L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MSGPX | Morgan Stanley Inst Glbl Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MIGPX | Morgan Stanley Inst Global Insgt A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MSPTX | Morgan Stanley Inst Global Insgt C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MIGIX | Morgan Stanley Inst Global Insgt I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MIGLX | Morgan Stanley Inst Global Insgt L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MGZZX | Morgan Stanley Inst Global Insgt R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MRLBX | Morgan Stanley Inst Global Real Est A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MSRDX | Morgan Stanley Inst Global Real Est C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MRLAX | Morgan Stanley Inst Global Real Est I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MRLEX | Morgan Stanley Inst Global Real Est IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGRLX | Morgan Stanley Inst Global Real Est L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGREX | Morgan Stanley Inst Global Real Est R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MSEGX | Morgan Stanley Inst Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSGUX | Morgan Stanley Inst Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSEQX | Morgan Stanley Inst Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MGHRX | Morgan Stanley Inst Growth IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSHLX | Morgan Stanley Inst Growth L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MGRPX | Morgan Stanley Inst Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSSMX | Morgan Stanley Inst Inception A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSCOX | Morgan Stanley Inst Inception C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSGX | Morgan Stanley Inst Inception I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSLX | Morgan Stanley Inst Inception L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MFLLX | Morgan Stanley Inst Inception R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MIOPX | Morgan Stanley Inst International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MSOCX | Morgan Stanley Inst International Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOIX | Morgan Stanley Inst International Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MRNPX | Morgan Stanley Inst International Opp IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOLX | Morgan Stanley Inst International Opp L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MNOPX | Morgan Stanley Inst International Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MFAPX | Morgan Stanley Inst Intl Advtg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MSIAX | Morgan Stanley Inst Intl Advtg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MFAIX | Morgan Stanley Inst Intl Advtg I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MSALX | Morgan Stanley Inst Intl Advtg L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| IDVSX | Morgan Stanley Inst Intl Advtg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MFMPX | Morgan Stanley Inst Next Gen Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSFEX | Morgan Stanley Inst Next Gen Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMIX | Morgan Stanley Inst Next Gen Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMLX | Morgan Stanley Inst Next Gen Em Mkts L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSRFX | Morgan Stanley Inst Next Gen Em Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MUSDX | Morgan Stanley Inst US Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MSURX | Morgan Stanley Inst US Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MSUSX | Morgan Stanley Inst US Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MRETX | Morgan Stanley Inst US Real Estate IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MSULX | Morgan Stanley Inst US Real Estate L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MURSX | Morgan Stanley Inst US Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MAAYX | Morgan Stanley US Focus Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MABBX | Morgan Stanley US Focus Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MAAWX | Morgan Stanley US Focus Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MABCX | Morgan Stanley US Focus Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NWHZX | Nationwide Geneva Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWKDX | Nationwide Geneva Small Cap Gr Instl Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWKCX | Nationwide Geneva Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWSAX | Nationwide Small Company Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWSIX | Nationwide Small Company Growth InSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWGPX | Nationwide WCM Focused Sm Cp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| NWGSX | Nationwide WCM Focused Sm Cp Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| NWKEX | Nationwide WCM Focused Sm Cp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| NRFAX | Natixis AEW Global Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRCFX | Natixis AEW Global Focused Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRFNX | Natixis AEW Global Focused Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRFYX | Natixis AEW Global Focused Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NEFJX | Natixis Vaughan Nelson Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| NEJCX | Natixis Vaughan Nelson Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| VSCNX | Natixis Vaughan Nelson Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| NEJYX | Natixis Vaughan Nelson Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| NBCT | Neuberger Berman Crbn Trnstn & Infrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
| NEMAX | Neuberger Berman Emerg Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NEMCX | Neuberger Berman Emerg Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NEMIX | Neuberger Berman Emerg Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NEMRX | Neuberger Berman Emerg Mkts Eq R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NREMX | Neuberger Berman Emerg Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NBGR | Neuberger Berman Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NIOAX | Neuberger Berman Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIOCX | Neuberger Berman Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIOIX | Neuberger Berman Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIORX | Neuberger Berman Intl Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NREAX | Neuberger Berman Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRECX | Neuberger Berman Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NREEX | Neuberger Berman Real Estate E | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBRIX | Neuberger Berman Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRERX | Neuberger Berman Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRREX | Neuberger Berman Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBRFX | Neuberger Berman Real Estate Tr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NALFX | New Alternatives A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| NAEFX | New Alternatives Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| AHOY | Newday Ocean Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | V | Large Blend |
| NCLEX | Nicholas Limited Edition I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| NNLEX | Nicholas Limited Edition N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ZGEIX | Ninety One Global Environment I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| NMMGX | Northern Multi-Manager Glbl Real Estate | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| NMFIX | Northern Multi-Mgr Glbl Listed Infra | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Infrastructure |
| TEMRX | Nuveen Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMHX | Nuveen Emerging Markets Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMPX | Nuveen Emerging Markets Eq Prem | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMLX | Nuveen Emerging Markets Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMSX | Nuveen Emerging Markets Eq Retiremt | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMVX | Nuveen Emerging Markets Eq W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FGIAX | Nuveen Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGNCX | Nuveen Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGIYX | Nuveen Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGIWX | Nuveen Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| NGJAX | Nuveen Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJCX | Nuveen Global Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJIX | Nuveen Global Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJFX | Nuveen Global Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NWAIX | Nuveen International Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| NWSCX | Nuveen International Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| NWPIX | Nuveen International Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| NWIFX | Nuveen International Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| NRIAX | Nuveen Real Asset Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| NRICX | Nuveen Real Asset Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| NRIIX | Nuveen Real Asset Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| NRIFX | Nuveen Real Asset Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| TCREX | Nuveen Real Estate Sec Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRHX | Nuveen Real Estate Sec Sel I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRPX | Nuveen Real Estate Sec Sel Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIREX | Nuveen Real Estate Sec Sel R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRSX | Nuveen Real Estate Sec Sel Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FREAX | Nuveen Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRLCX | Nuveen Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FARCX | Nuveen Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FREGX | Nuveen Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NURE | Nuveen Short-Term REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MCYAX | NYLI Candriam Emerging Markets Eq Cl A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCYCX | NYLI Candriam Emerging Markets Eq Cl C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCYIX | NYLI Candriam Emerging Markets Eq Cl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCYSX | NYLI Candriam Emerging Markets Eq Cl R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCYVX | NYLI Candriam Emerging Markets Eq Inv Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VCRAX | NYLI CBRE Global Infrastructure Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRCX | NYLI CBRE Global Infrastructure Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRIX | NYLI CBRE Global Infrastructure Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRQX | NYLI CBRE Global Infrastructure Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRVX | NYLI CBRE Global Infrastructure Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| ROOF | NYLI CBRE NextGen Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IQRA | NYLI CBRE Real Assets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CLARX | NYLI CBRE Real Estate Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRCRX | NYLI CBRE Real Estate Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRARX | NYLI CBRE Real Estate Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VREQX | NYLI CBRE Real Estate Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRVRX | NYLI CBRE Real Estate Fund Investor Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSHAX | NYLI Cushing® MLP Premier Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CSHCX | NYLI Cushing® MLP Premier Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CSHZX | NYLI Cushing® MLP Premier Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CSHNX | NYLI Cushing® MLP Premier Investor Class | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| APSRX | NYLI Fiera SMID Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| APSLX | NYLI Fiera SMID Growth Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| APSGX | NYLI Fiera SMID Growth Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| APSDX | NYLI Fiera SMID Growth Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| FCIWX | NYLI PineStone International Eq Cl R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIKX | NYLI PineStone International Eq Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIRX | NYLI PineStone International Equity Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCICX | NYLI PineStone International Equity Cl C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIUX | NYLI PineStone International Equity Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIHX | NYLI PineStone International Equity Cl P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MOPAX | NYLI WMC Small Companies Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| MOTBX | NYLI WMC Small Companies Class B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| MOPCX | NYLI WMC Small Companies Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| MOPIX | NYLI WMC Small Companies Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| MOINX | NYLI WMC Small Companies Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| USAI | Pacer American Energy Independence ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SRVR | Pacer Benchmark Data&Infras RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| INDS | Pacer Benchmark Industrial RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ODDS | Pacer BlueStar Digital Entertainment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| AFTY | Pacer CSOP FTSE China A50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| SHPP | Pacer Industrials and Logistics ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
| CAFG | Pacer US Small Cap Cash Cows Gr Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GEOSX | Pear Tree Essex Environmental Opps Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| EEOFX | Pear Tree Essex Environmental Opps Odnry | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| GEORX | Pear Tree Essex Environmental Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| QUSIX | Pear Tree Polaris Fgn Val Sm Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QUSOX | Pear Tree Polaris Fgn Val Sm Cap Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QUSRX | Pear Tree Polaris Fgn Val Sm Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| PURAX | PGIM Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURCX | PGIM Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURRX | PGIM Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PUREX | PGIM Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURGX | PGIM Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRQX | PGIM Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURZX | PGIM Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PDEAX | PGIM Jennison Emerging Markets Eq Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDECX | PGIM Jennison Emerging Markets Eq Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDEZX | PGIM Jennison Emerging Markets Eq Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDEQX | PGIM Jennison Emerging Markets Eq OppsR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PGJAX | PGIM Jennison Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJCX | PGIM Jennison Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJQX | PGIM Jennison Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJZX | PGIM Jennison Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PJIO | PGIM Jennison International Opports ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PWJAX | PGIM Jennison International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PWJCX | PGIM Jennison International Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PWJRX | PGIM Jennison International Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PWJBX | PGIM Jennison International Opps R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PWJDX | PGIM Jennison International Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PWJQX | PGIM Jennison International Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PWJZX | PGIM Jennison International Opps Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PAHWX | PGIM Jennison Intl Sm-Md Cap Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| PAILX | PGIM Jennison Intl Sm-Md Cap Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| PAIOX | PGIM Jennison Intl Sm-Md Cap Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| PAINX | PGIM Jennison Intl Sm-Md Cap Opps Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| PRUAX | PGIM Jennison Utility A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PCUFX | PGIM Jennison Utility C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JDURX | PGIM Jennison Utility R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRUQX | PGIM Jennison Utility R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRUZX | PGIM Jennison Utility Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRKAX | PGIM Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKCX | PGIM Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKQX | PGIM Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKZX | PGIM Real Estate Income Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SREAX | PGIM Select Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SRECX | PGIM Select Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SREQX | PGIM Select Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SREZX | PGIM Select Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PJEAX | PGIM US Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJECX | PGIM US Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJEQX | PGIM US Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJEZX | PGIM US Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PGEIX | Polen Emerging Markets Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PBSIX | Polen US Small Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBSRX | Polen US Small Company Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBSYX | Polen US Small Company Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBMIX | Polen US SMID Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PEMCX | Principal Edge MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PEDGX | Principal Edge MidCap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PEDMX | Principal Edge MidCap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| POSAX | Principal Global Real Estate Sec A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| POSIX | Principal Global Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRKX | Principal Global Real Estate Sec R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRVX | Principal Global Real Estate Sec R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRUX | Principal Global Real Estate Sec R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRSX | Principal Global Real Estate Sec R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| PEMGX | Principal MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBCX | Principal MidCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PCBIX | Principal MidCap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBJX | Principal MidCap J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMSBX | Principal MidCap R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBMX | Principal MidCap R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBSX | Principal MidCap R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBPX | Principal MidCap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMAQX | Principal MidCap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| POEYX | Principal Origin Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| POEIX | Principal Origin Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| POEFX | Principal Origin Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRRAX | Principal Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRCEX | Principal Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PFRSX | Principal Real Estate Securities Fd R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PIREX | Principal Real Estate Securities Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREJX | Principal Real Estate Securities J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRAEX | Principal Real Estate Securities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRERX | Principal Real Estate Securities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRETX | Principal Real Estate Securities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREPX | Principal Real Estate Securities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TOLZ | ProShares DJ Brookfield Global Infras | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PEX | ProShares Global Listed Private Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| EMDV | ProShares MSCI Emerg Mkts Div Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TINY | ProShares Nanotechnology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| OND | ProShares On-Demand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| PAWZ | ProShares Pet Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| SMDV | ProShares Russell 2000 Dividend Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ION | ProShares S&P Global Cor Btty Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| MAKX | ProShares S&P Kensho Smart Factories ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| TINT | ProShares Smart Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Natural Resources |
| SUPL | ProShares Supply Chain Logistics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| PBDC | Putnam BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| PEMMX | Putnam Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMBX | Putnam Emerging Markets Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMZX | Putnam Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMLX | Putnam Emerging Markets Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMQX | Putnam Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMYX | Putnam Emerging Markets Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMX | Putnam Emerging Markets Ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PNVAX | Putnam International Capital Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PVNBX | Putnam International Capital Opp B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICRX | Putnam International Capital Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICOX | Putnam International Capital Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PIVYX | Putnam International Capital Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| PNSAX | Putnam Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PNSBX | Putnam Small Cap Growth B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PNSCX | Putnam Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSGRX | Putnam Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PLKGX | Putnam Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSYGX | Putnam Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| QCGDX | Quantified Common Ground Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCIX | RBC China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCRX | RBC China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECIX | RBC Emerging Markets Ex-China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECRX | RBC Emerging Markets Ex-China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REVAX | RBC Emerging Markets Value Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMVX | RBC Emerging Markets Value Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RISIX | RBC International Small Cap Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RISRX | RBC International Small Cap Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| REGIX | Regnan Global Equity Impact Sol Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Small/Mid Stock |
| RPRCX | Royce Premier Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPFIX | Royce Premier Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RYPRX | Royce Premier Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPFFX | Royce Premier Service | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RSQCX | Royce Small-Cap Special Equity Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSEIX | Royce Small-Cap Special Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RYSEX | Royce Small-Cap Special Equity Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSEFX | Royce Small-Cap Special Equity Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RVVHX | Royce Small-Cap Value Investment | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYVFX | Royce Small-Cap Value Service | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RGIAX | Russell Inv Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGCIX | Russell Inv Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGFTX | Russell Inv Global Infrastructure M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGISX | Russell Inv Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGIYX | Russell Inv Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RREAX | Russell Inv Global Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRSCX | Russell Inv Global Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RETTX | Russell Inv Global Real Estate Secs M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRSRX | Russell Inv Global Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRESX | Russell Inv Global Real Estate Secs S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RREYX | Russell Inv Global Real Estate Secs Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SWASX | Schwab Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SCHY | Schwab International Dividend Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SMQFX | SEI Emerging Markets Equity A (SIIT) | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EMSQX | Shelton Emerging Markets Institutiona | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSLX | Shelton Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Equity Energy |
| SVXAX | Smead International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXCX | Smead International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXFX | Smead International Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXLX | Smead International Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXYX | Smead International Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVFAX | Smead Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFCX | Smead Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFFX | Smead Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SMVLX | Smead Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFDX | Smead Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFKX | Smead Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFYX | Smead Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| RWO | SPDR® Dow Jones® Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWX | SPDR® Dow Jones® International RelEstETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWR | SPDR® Dow Jones® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| EEMX | SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GXC | SPDR® S&P China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | China Region |
| GMF | SPDR® S&P Emerging Asia Pacific ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| EDIV | SPDR® S&P Emerging Markets Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WDIV | SPDR® S&P Global Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Large-Stock Value |
| XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| XHS | SPDR® S&P Health Care Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Health |
| XHB | SPDR® S&P Homebuilders ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| SIMS | SPDR® S&P Kensho Intelligent Strctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Technology |
| GII | SPDR® S&P® Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| DWX | SPDR® S&P® International Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SETM | Sprott Energy Transition Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PRAMX | T. Rowe Price Africa & Middle East I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PAAOX | T. Rowe Price Asia Opportunities Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRASX | T. Rowe Price Asia Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PAIJX | T. Rowe Price Em Mkts Discv Stk Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PRMSX | T. Rowe Price Emerging Markets Stock | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRZIX | T. Rowe Price Emerging Markets Stock I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PAGEX | T. Rowe Price Global Real Estate Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRIDX | T. Rowe Price International Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TIDDX | T. Rowe Price International Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TRZKX | T. Rowe Price International Discovery Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| PRLAX | T. Rowe Price Latin America | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Latin America Stock |
| RLAIX | T. Rowe Price Latin America I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Latin America Stock |
| TRZYX | T. Rowe Price Latin America Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Latin America Stock |
| PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PAREX | T. Rowe Price Real Estate Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TCWAX | Templeton China World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TACWX | Templeton China World Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCWCX | Templeton China World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FCWRX | Templeton China World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TEDMX | Templeton Developing Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDADX | Templeton Developing Markets Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDMTX | Templeton Developing Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDMRX | Templeton Developing Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FDEVX | Templeton Developing Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMZX | Templeton Emerging Markets Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTESX | Templeton Emerging Markets Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTEQX | Templeton Emerging Markets Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMGX | Templeton Global Smaller Comp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TGSAX | Templeton Global Smaller Comp Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TESGX | Templeton Global Smaller Comp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| FBOGX | Templeton Global Smaller Comp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| XLP | The Consumer Staples Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| XLB | The Materials Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XLRE | The Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XLU | The Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| THDAX | Thornburg Developing World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDCX | Thornburg Developing World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDIX | Thornburg Developing World I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDRX | Thornburg Developing World R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDWRX | Thornburg Developing World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THMGX | Thornburg Emerging Markets Mgd Acct I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TGVAX | Thornburg International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THGCX | Thornburg International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGVIX | Thornburg International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGVRX | Thornburg International Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THVRX | Thornburg International Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TIVRX | Thornburg International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGIRX | Thornburg International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TIGAX | Thornburg International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGCX | Thornburg International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINGX | Thornburg International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGVX | Thornburg International Growth R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINVX | Thornburg International Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINFX | Thornburg International Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| THGIX | Thornburg International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TMAPX | Touchstone Mid Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCJX | Touchstone Mid Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMPIX | Touchstone Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMPRX | Touchstone Mid Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCPX | Touchstone Mid Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCTX | Touchstone Mid Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TPYAX | Touchstone Sands Capital Intl Gr Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYCX | Touchstone Sands Capital Intl Gr Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYIX | Touchstone Sands Capital Intl Gr Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYYX | Touchstone Sands Capital Intl Gr Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TSMGX | Touchstone Sands Cptl Emerg Mkts Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEGCX | Touchstone Sands Cptl Emerg Mkts Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSEGX | Touchstone Sands Cptl Emerg Mkts Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSRMX | Touchstone Sands Cptl Emerg Mkts Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSEMX | Touchstone Sands Cptl Emerg Mkts Gr Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSFAX | Touchstone Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFCX | Touchstone Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFIX | Touchstone Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFYX | Touchstone Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| IALAX | Transamerica Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| ILLLX | Transamerica Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TFOIX | Transamerica Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| Transamerica Capital Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TAAEX | Transamerica Capital Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TCPWX | Transamerica Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TEOIX | Transamerica Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOJX | Transamerica Emerging Markets Eq I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOOX | Transamerica Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TMLAX | Transamerica Energy Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TMCLX | Transamerica Energy Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TMLPX | Transamerica Energy Infrastructure I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| Transamerica Energy Infrastructure I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TISVX | Transamerica International Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| Transamerica International Sm Cp Val I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TSLSX | Transamerica International Sm Cp Val R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MCVAX | Transamerica Mid Cap Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
